Launching a nonprofit takes heart and hustle—and, let’s be real—a lot of planning. You’ve got the passion and purpose down, but getting those big, world-changing ideas onto paper? That part can feel overwhelming.
That’s precisely where a business plan comes in. A well-crafted nonprofit business plan helps you stay focused on your organization’s mission while winning the confidence of donors, board members, and grant providers. The good news? You don’t have to start from scratch.
🔎 Did You Know? Nonprofits are a significant part of the U.S. economy. At last count, there were approximately 1.85 million registered nonprofit organizations in the United States.
In this guide, we’re rounding up the best free nonprofit business plan templates to help turn your big ideas into actionable plans you can follow.
Free Nonprofit Business Plan Templates
- What Are Nonprofit Business Plan Templates?
- Best Nonprofit Business Plan Templates to Explore
- 1. ClickUp Business Plan Template
- 2. ClickUp Business Plan Document Template
- 3. ClickUp Lean Business Plan Template
- 4. ClickUp Nonprofit SOP Template
- 5. ClickUp Nonprofit Event Planning Template
- 6. ClickUp Business Launch Template
- 7. ClickUp Business Proposal Template
- 8. ClickUp Yearly Goals Template
- 9. ClickUp Small Business Action Plan Template
- 10. ClickUp Strategic Business Roadmap Template
- 11. ClickUp Business Roadmap Template
- 12. ClickUp Business Development Action Plan Template
- 13. ClickUp Milestone Chart Template
- 14. ClickUp Company OKRs and Goals Template
- 15. ClickUp Business Continuity Plan Template
- 16. ClickUp SMART Goal Action Plan Template
- 17. ClickUp Nonprofit Annual Report Template
- What Makes a Good Nonprofit Business Plan Template?
- Make a Bigger Impact With ClickUp for Nonprofits
Summarize this article for me pleaseWhat Are Nonprofit Business Plan Templates?
A nonprofit business plan template is a structured tool that helps nonprofits map their goals, strategies, and operations plan in a clear, organized format. They guide you through planning, from your nonprofit’s mission statement to financial projections.
At its core, a nonprofit business plan outlines what the business does, whom it serves, and how it will keep running (and growing). Most nonprofit templates walk you through the essentials: a quick executive summary, a breakdown of your target audience, market analysis, funding, programs, and additional resources like prompts and formatting tips.
💡 Pro Tip: Wondering how to use AI to write business plans?
Here are some tips to follow:
- Start by feeding AI your business idea, target audience, and goals 📊
- Use AI tools to generate executive summaries, market analysis, and financial projections 📝
- Review, tweak, and personalize AI-generated content to match your brand voice 🔍
- Use AI to brainstorm unique strategies, marketing ideas, and growth opportunities 🚀
Summarize this article for me pleaseBest Nonprofit Business Plan Templates to Explore
When turning your nonprofit vision into a workable plan, the right templates can help you get started without the stress.
ClickUp offers modern, intuitive, and fully customizable nonprofit business plan template options. They help nonprofits map their mission, programs, fundraising plans, and operational strategies.
As the everything app for work, ClickUp goes beyond static templates by offering dynamic task management, goal tracking, document sharing, and real-time collaboration—all in one place.
Here are some top nonprofit business plan templates you can explore to bring structure, clarity, and momentum to your mission-driven projects:
1. ClickUp Business Plan Template
A solid business plan is key to steering your organization toward success. ClickUp’s Business Plan Template offers a user-friendly framework to outline your goals, strategies, and timelines.
It lets you track progress, identify potential risks, and measure achievements to make planning less daunting. This helps you enhance collaboration with features like tagging, nested subtasks, multiple assignees, and priority labels.
Here’s why you’ll like it:
- Organize tasks with clear statuses like Complete, In Progress, Needs Revision, and To Do
- Customize fields to add attributes, such as Reference, Approved, and Section, for better task management
- Visualize your plan with multiple views, including Topics, Status, Timeline, and Business Plan
🔑 Ideal for: Entrepreneurs seeking a straightforward, customizable template to organize and execute their business strategies.
2. ClickUp Business Plan Document Template
ClickUp’s Business Plan Document Template is perfect for organizing your thoughts, aligning your team, and presenting a clear roadmap of your vision to board members and stakeholders.
You can use the five pre-designed sections—Company Background, Market Analysis, Sales and Marketing Strategy, Operational Strategy, and Milestones and Metrics—to provide comprehensive information about your business.
Here’s why you’ll like it:
- Break down your tasks with required resources and anticipate risks
- Collaborate with your team by assigning tasks using comments within the document
- Utilize built-in prompts and examples to guide your writing and ensure completeness
🔑 Ideal for: Entrepreneurs and teams seeking a comprehensive, user-friendly tool to develop a business plan.
➡️ Also Read: Best Member Management Software for Organizations
3. ClickUp Lean Business Plan Template
Starting a business doesn’t have to mean drowning in paperwork. ClickUp’s Lean Business Plan Template offers a centralized approach to planning, focusing on the essentials without unnecessary complexity.
This nonprofit business plan template helps you quickly outline your business strategy, identify key objectives, and set actionable milestones. Visualize your plan with small milestones and track progress to make adjustments as required with this template.
Here’s why you’ll like it:
- Develop a compact and streamlined strategy that ensures maximum output with zero waste
- Organize details using Custom Fields, such as Attachments and Lean Canvas Model
- Visualize your plan through multiple views, like Plan Summary and Business Model Canvas
🔑 Ideal for: Small business owners seeking an adaptable framework to manage their business plan.
4. ClickUp Nonprofit SOP Template
ClickUp’s Nonprofit SOP Template clarifies your daily operations by providing a framework for documenting your organization’s standard operating procedures (SOPs).
This nonprofit business plan template focuses on helping you outline essential processes, create detailed checklists, and visualize how different day to day operations connect. Whether onboarding new team members, managing volunteers, or ensuring consistency across programs, this template keeps your nonprofit running smoothly and efficiently.
Here’s why you’ll like it:
- Break tasks down into easy-to-follow, essential steps with detailed checklists
- Organize processes by department or focus area for quick access
- Monitor SOP effectiveness and update procedures without starting from scratch
🔑 Ideal for: Nonprofits aiming to bring structure and clarity to their daily operations.
➡️ Also Read: Free Business Plan Templates in Word, Excel, & ClickUp
5. ClickUp Nonprofit Event Planning Template
Pulling off a successful nonprofit event takes more than enthusiasm—it takes serious coordination. ClickUp’s Non-Profit Event Planning Template is here to help. This comprehensive tool guides you through every aspect of event planning, from setting goals to post-event wrap-up.
With customizable features and intuitive layouts, it simplifies collaboration, keeps your team aligned, and helps you manage budgets and timelines.
So, whether you’re hosting a fundraising gala, community outreach program, or awareness campaign, this template ensures nothing slips through the cracks, and your event runs like clockwork.
Here’s why you’ll like it:
- Brainstorm ideas and store resources in an easily accessible area using the Component Board View
- Check the overall progress of the event with the Event Stage List View
- Categorize details using Custom Fields, such as Event Component and Team Responsible
- Ensure everyone’s on the same page by providing an overview of the event timeline
🔑 Ideal for: Teams looking to make event planning easy and hold successful events.
6. ClickUp Business Launch Template
Feeling overwhelmed by the innumerable tasks involved in launching your business? ClickUp’s Business Launch Template is the perfect solution! It provides a clear roadmap from initial planning to final execution.
This template helps you break the launch into manageable tasks, assign responsibilities, set priorities, and monitor real-time progress within a single platform.
Here’s why you’ll like it:
- Track the progress of your launch to ensure everything happens on time
- List down details in clear sections like Market Analysis, Competitor Analysis, Launch Roadmap, Milestones, etc
- Use guide questions and prompts to make the most of your launch
🔑 Ideal for: Startups looking for a structured solution to launch their business.
7. ClickUp Business Proposal Template
ClickUp’s Business Proposal Template provides a structured framework that guides you through each essential component of securing partnerships or project sponsors.
Ensure your proposals are both professional and persuasive. It helps you get comprehensive info about your services, project timelines, and payment schedules to prospective investors. It also lets you track task status using parameters like Blocked, Complete, In Progress, and Review.
Here’s why you’ll like it:
- Utilize built-in email samples within the business proposal template to make your proposals more persuasive
- Visualize the proposal progress with Custom Fields, such as Effort Level, Task Complexity, and Completion Rate
- Plan each step of your proposal to perfection with the Business Proposal Steps View
🔑 Ideal for: Business professionals seeking a comprehensive tool to create detailed business proposals.
💡 Pro Tip: Running your nonprofit is easier than ever with ClickUp Nonprofit Solutions!
It is the perfect AI tool for nonprofits that keeps your fundraising, volunteer coordination, and grant tracking all under one digital roof.
Here’s how it helps:
- Create budget proposals and reports for donors transparently
- Schedule and share volunteer tasks using the Calendar View
- Track time spent by volunteers and employees to maximize their productivity
- Create customizable forms for applications and feedback
8. ClickUp Yearly Goals Template
Mapping out your goals for the year can be daunting. With ClickUp’s Yearly Goals Template, it doesn’t have to feel that way! The template acts as your blueprint, guiding you to set, track, and achieve your objectives clearly and easily.
It helps break your big ambitions down into manageable tasks and maintain focus and momentum throughout the year.
Here’s why you’ll like it:
- Set SMART goals for the year and track progress
- Outline the steps required to reach your goals, along with a timeline
- Monitor your advancement with visual tools like Gantt charts
🔑 Ideal for: Individuals and teams aiming to set yearly achievable goals.
➡️ Also Read: Growth Plan Templates to Build a Growth Strategy
9. ClickUp Small Business Action Plan Template
ClickUp’s Small Business Action Plan Template turns vague ambitions into a grounded, step-by-step plan. It helps you divide your big ideas into manageable tasks, assign them to your team, and track progress without breaking a sweat.
The template also lets you add a time frame for achieving different goals and a contingency plan to help you overcome setbacks.
Here’s why you’ll like it:
- Define clear goals and break them down into bite-sized tasks
- Add notes and attachments to provide more detail about each goal
- Visualize your progress, timeline, and task dependencies with the Timeline Gantt View
🔑 Ideal for: Small business owners who want a no-fuss way to organize and execute projects.
10. ClickUp Strategic Business Roadmap Template
Navigating the path from your company’s current position to its envisioned future can be complex.
ClickUp’s Strategic Business Roadmap Template serves as a clear guide, helping you chart a time-based strategy that outlines where you are now, where you want to be, and how to get there.
Multiple views, Custom Fields, and statuses ensure everyone works towards the same goals.
Here’s why you’ll like it:
- Check the progress of each task with the Progress Board View, which divides tasks between On Track, At Risk, and Behind
- Ensure your current capacity can meet future growth requirements with the Current Capacity View
- Align all departments and stakeholders by sharing the template with a public link
🔑 Ideal for: Businesses aiming to develop a time-based strategy to achieve their goals.
11. ClickUp Business Roadmap Template
The Business Roadmap Template by ClickUp is perfect for visualizing your business strategy and outlining key goals and the steps to achieve them.
The template enables you to communicate your business and marketing plans with key stakeholders, make decisions based on analytics, and prioritize tasks based on value.
Here’s why you’ll like it:
- Organize initiatives with statuses like In Progress, On Hold, and To Do
- Detail tasks using Custom Fields, such as Quarter, Duration Days, and Strategic Goals
- Visualize your plan with views like Roadmap Gantt, Strategic Goals, and Timeline per Business Category
- Enhance collaboration with time tracking, tags, and dependency warnings
🔑 Ideal for: Businesses looking for an adaptable framework to map their strategic objectives.
12. ClickUp Business Development Action Plan Template
Feeling stuck on how to grow your business past the same old routine? This Business Development Action Plan Template from ClickUp helps you break out of that cycle with a clear, doable strategy that doesn’t feel overwhelming.
It’s made to support everything from outreach ideas and partnership tracking to sales initiatives—all laid out in one place so your team isn’t scrambling through scattered notes or outdated spreadsheets.
Here’s why you’ll like it:
- Track partnership efforts, leads, and follow-ups in one shared hub
- Conduct and organize market research to make informed strategic decisions
- Assess internal resources and current strategies to identify areas for improvement
- Adjust and update your plan as your business evolves
🔑 Ideal for: Businesses aiming to create a structured, actionable plan to drive growth.
13. ClickUp Milestone Chart Template
Keeping track of major project milestones is often overwhelming and prone to oversight. ClickUp’s Milestone Chart Template offers a visual way to document and monitor your project’s key achievements.
It helps your team stay aligned and aware of upcoming deadlines. It also provides a snapshot of your project’s progress, making it easier to communicate status updates to stakeholders and team members.
Here’s why you’ll like it:
- Visualize your project’s key milestones in an easy-to-understand format
- Brainstorm fresh ideas to achieve your goals using the Whiteboard View
- Assign tasks and deadlines to team members to ensure accountability
🔑 Ideal for: Project managers looking for a clear, visual representation of their milestones.
➡️ Also Read: Best Customer Database Software Systems
14. ClickUp Company OKRs and Goals Template
ClickUp’s Company OKRs and Goals Template offers a structured framework for setting, tracking, and achieving your objectives. It breaks tasks into actionable steps, assigns responsibilities, and monitors progress in one centralized hub.
The template lets you define objectives and key results to provide direction and measurable outcomes. You can share the template with relevant people to ensure smooth collaboration.
Here’s why you’ll like it:
- Save important info using Custom Fields, such as AC, PO Amount, Close Date, EV, and PO Invoiced
- Open in different views, including the OKR Submission Board, All Related OKR Items, and OKR Calendar Board
- Monitor progress with visual tools like dashboards and progress trackers
🔑 Ideal for: Organizations seeking a comprehensive solution to set, track, and achieve company-wide objectives.
15. ClickUp Business Continuity Plan Template
When the unexpected hits, like a data breach or supply chain mess, you don’t want to look for answers. You want a plan. And ClickUp’s Business Continuity Plan Template helps you develop that plan!
It helps you lay out exactly what needs to happen, who’s doing what, and how to keep your operations moving no matter what’s thrown your way.
It ensures that all team members know their roles during a crisis, enabling your organization to minimize downtime and maintain operations smoothly.
Here’s why you’ll like it:
- Identify potential risks and outline preventative measures
- Provide guidance on responding to potential disruptions
- Minimize downtime and maintain business operations during a crisis
🔑 Ideal for: Organizations looking to prepare for unexpected events proactively.
16. ClickUp SMART Goal Action Plan Template
Big goals are great, but they’re just wishful thinking without structure. The SMART Goal Action Plan Template in ClickUp takes the classic SMART method (Specific, Measurable, Achievable, Relevant, Time-bound) into a practical, editable workspace.
It’s set up to help you organize your objectives, break them into doable tasks, assign ownership, and monitor progress.
Here’s why you’ll like it:
- Split goals into concrete, step-by-step action items
- Open in 6 different views, such as SMART Goal Planning Whiteboard, Timeline, SMART Goals, and Goal Health
- Set deadlines for each goal, along with the resources required to achieve it
🔑 Ideal for: Teams who want a ready-to-go framework for turning goals into real, measurable results
17. ClickUp Nonprofit Annual Report Template
End-of-year reports don’t have to be stressful or dull. This Non-Profit Annual Report Template by ClickUp helps you pull together your impact, financials, and plans without scrambling for spreadsheets or rewriting the same info.
Collect data from multiple sources, give detailed insights into your progress, and weave a compelling narrative that resonates with donors, volunteers, and stakeholders alike.
Here’s why you’ll like it:
- Gather financial figures, program highlights, and impact metrics in one organized space
- Incorporate charts and graphs to present data in an accessible and appealing manner
- Use integrated Docs to articulate your mission’s successes and stories
🔑 Ideal for: Nonprofit organizations aiming to communicate their yearly progress and impact transparently.
🧠 Fun fact: Some of the world’s most prominent organizations are nonprofits. Think Red Cross, Habitat for Humanity, and even Mozilla (yes, the Firefox people!).
Summarize this article for me pleaseWhat Makes a Good Nonprofit Business Plan Template?
A great nonprofit business plan should make the whole planning process efficient and smooth.
Here’s what to look for when selecting the perfect nonprofit business plan template for your business:
- Simple, clear structure: You shouldn’t need a business degree to fill it out. A good template walks you through each section step by step, without jargon or fluff
- Guided prompts and instructions: The best templates include brief instructions or guiding questions to help you write a business case or create a business model and tailor it to your nonprofit’s goals
- Strategic planning framework: Look for one that includes all the must-haves: the nonprofit’s mission statement, executive summary, market analysis, target audience, fundraising plan, and financials
- Financial planning tools: Good templates help you lay out your budget, revenue streams, and financial statements, like income projections and operating expenses
- Easy to customize: Every nonprofit is different. A great nonprofit business plan template should be flexible enough to adjust to how your organization operates, as well as its size, focus, and stage of growth
➡️ Also Read: Best Project Management Software for Nonprofit Success
Summarize this article for me pleaseMake a Bigger Impact With ClickUp for Nonprofits
Using business plan templates isn’t just about saving time—it’s about getting organized to support your mission.
From strategic planning and fundraising to reporting and daily task management, a solid nonprofit business plan template allows you to focus less on logistics and more on impact.
With ClickUp, you get all of that in one place. It helps a nonprofit organization stay focused, organized, and efficient by keeping goals, events, tasks, and reports all in one place.
Apart from free fundraising templates, it also offers powerful tools for collaboration, progress tracking, and custom workflows— empowering your team to achieve more.
Sign up now and see how ClickUp can help take your nonprofit to greater heights!
Everything you need to stay organized and get work done.
