Are you ready to launch your business but don’t have the time or resources for a full-fledged business plan? ClickUp's Lean Business Plan Template is the perfect solution!
This template helps you quickly create a lean, high-level plan and provides you with:
- A comprehensive overview of your business strategy
- An easy-to-follow outline for creating your business plan
- Step-by-step guidance for building out each section of the plan
With ClickUp's Lean Business Plan Template, you can get your business off the ground in no time—without breaking the bank!
Benefits of a Lean Business Plan Template
A lean business plan template can help you create a clear, concise document that outlines the key components of your business. Benefits of using such a template include:
- Increased focus on the essentials, which helps ensure that you don’t overlook any key aspects
- A concise, organized presentation that is easier to read and understand
- Easier to update and adapt to changing market conditions
- An efficient way to communicate your business plan to potential investors and stakeholders
Main Elements of a Lean Business Plan Template
ClickUp's Lean Business Plan Template is designed to help you effectively plan and execute your business strategy. This List template includes:
- Custom Statuses: Create tasks with custom statuses such as Open and Complete to keep track of the progress of each step in the business plan
- Custom Fields: Categorize and add attributes such as Attachments, Lean Canvas Model, and Details Notes to manage and easily visualize your business plan
- Custom Views: Open 5 different views in different ClickUp configurations, such as the Project Name, Plan Summary, Business Model Canvas, By Priority and Getting Started Guide, so that you can hit the ground running
- Project Management: Improve business plan tracking with tagging, reminder emails, automations, AI, and more
How to Use a Lean Business Plan Template
Creating a Lean Business Plan is a great way to quickly and effectively define your business goals, market opportunities, and your budget. It can also help keep you organized and on track by providing structure and focus to your business plan. Here are the steps to creating a Lean Business Plan with ClickUp:
1. Define Your Business
Start by writing down a brief overview of your business, including its name, purpose, and the products or services it provides.
Create a Doc in ClickUp to capture the core elements of your business.
2. Identify Your Target Market
Who is your target audience? What are their needs and wants? Knowing your ideal customer will help you come up with a strategy for marketing and selling your products or services.
Use tasks in ClickUp to create a list of potential target markets and keep track of their needs and wants.
3. Set Goals and Milestones
Now it’s time to set some goals. Think about what you want to achieve in the short and long term. Use Milestones in ClickUp to help you stay on track and track your progress.
4. Develop a Budget
Once you have your goals and milestones in place, it’s time to create a budget. This should include all of your expenses, such as marketing, advertising, and personnel costs, as well as how much you’re willing to invest in the business.
Use the Table view in ClickUp to create a budget spreadsheet and assign tasks to team members for budget-related activities.
5. Track Progress and Adjust
Get Started with ClickUp's Lean Business Plan Template
Entrepreneurs can use this Lean Business Plan Template to help everyone stay on the same page when it comes to developing a business strategy and outlining objectives.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to create a successful business plan:
- Use the Project Name View to enter the name of your business plan
- The Plan Summary View will help you summarize the key points of your business plan
- The Business Model Canvas View will give you an overview of your business model
- The By Priority View will help you organize tasks by priority and keep track of progress
- The Getting Started Guide View will provide you with helpful advice on how to get started with creating your business plan
- Organize tasks into two different statuses: Open, Complete, to keep track of progress
- Update statuses as you progress through tasks to keep stakeholders informed of progress
- Monitor and analyze tasks to ensure maximum productivity