Tools and Templates

Tools & Templates

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Traverse City
SCORE Mentor Now

The Business and Financial Planning tools below can be your first step toward small business success. Then, get advice and guidance to help you on your way by scheduling a meeting with a SCORE Mentor.*

Business Planning Templates

Business Plan for a Start-up Business (PDF)
Business Plan for an Established Business (PDF)
Business Planning Tools for Non-profit Business (PDF)
Competitive Analysis (PDF)

Financial Planning Templates

SCORE Financial Projections Template (Excel)
Breakeven Analysis (Excel)
Bank Loan Request for Small Business (PDF)
Personal Financial Statement (Excel)
SCORE Financial Management Workbook (PDF)

Tips & Tutorials

How to Really Start Your Own Business (PDF)
Marketing Your Business on the Internet (PDF)
How to Prepare a Business Plan (On-line Tutorial)
Introduction to Accounting (On-line Tutorial)
How to Prepare a Loan Package (On-line Tutorial)
Marketing 101: A Guide to Winning Customers (On-line Tutorial)

More Templates, Tools & Tutorials . . .

*Note: SCORE Tools & Tempates are presented in Adobe^® Acrobat^® and Microsoft^® Excel^® formats and all on-line tutorial presentations require audio capabilities. Acrobat and Excel Readers are available as free downloads at the links below.