Launching a business without a clear vision of where you want to go, and passion to commit as an entrepreneur  may not help your dream company to be successful. This case is not only for individuals who aim for establishing a large-scale business but also for the ones who want to build their small businesses. Small business owners must be vested not just in the business but also in their role in the business. Being organized in your plans for your business is an essential step in your success story. In this article, we will provide some beneficial tips that you should take note while making your plan or worksheet.  Please continue reading!

FREE 10+ Small Business Worksheet Samples

1. Small Business Income and Expenses Spreadsheet

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Size: A4 & US

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2. Business Income & Expenses Worksheet Template

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3. Small Business Inventory Spreadsheet Template

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4. Sample Small Business Loan Worksheet

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5. Small Business Worksheet Template

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6. Sample Small Business Worksheet

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7. Small Business Worksheet Format

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8. Editable Small Business Worksheet

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9. Simple Small Business Worksheet

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10. Small Business Certification Worksheet

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11. Small Business Worksheet

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What is a Small Business Worksheet?

In any business, a worksheet is a document where business owners can assess important matters in managing various tasks inside their companies. By using a simple worksheet template designed for various purposes, business owners and managers as well as their employees can improve their work productivity and maintain organization to avoid possible problems that can hinder the business’ growth. 

Some examples of a business worksheet are balance sheet, business acquisition checklist, cash flow statement, income statement, pricing worksheet, start-up expenses, and sales forecast. 

How to Create a Small Business Worksheet 

One essential document that a small business owner needs to create is a business worksheet or plan. What are the two most important business goals for your company to achieve in the next 6-12 months? What external challenges do you face in making these happen? These are the typical questions that you must answer while creating your business plan. Below are important ways you can do while preparing this document:

1. Establish solid goals and objectives

Why do you want to start this business? What do you personally want to gain from the business? Where do you want your business to be three to five years from now? Knowing your primary goals and objectives for your small business is often viewed as an art rather than a science. So, get your creative brain working and have a basic sense of why you are investing your time, energy, and money in this venture by establishing solid goals and objectives.

2. Conduct a comprehensive research, and collect important data

Research carefully important aspects that you need for your business worksheet. You also need to gather essential data to fill up your worksheets. For example, if you need to make a business expenses worksheet, get help from your financial manager to assess your commercial income and expenses and make some inputs to a spreadsheet. This will be helpful in managing your budget well in business. 

3. Draft an executive summary

Make a draft of the executive summary of your small business. It is simply an overview of your entire business in a written form. Like how a novelist creates a synopsis for his novel, tell your reader how people can greatly benefit in the products and services of your small business. Include some description of your overall company, your mission and vision statement, etc. 

4. Analyze your sales and market

Your small business should include a sales and market analysis. A sales analysis will assist you in evaluating the performance of your sales team and marketing campaigns like promotional ads. While a market analysis is a valuable tool in determining your market or target audience. 

FAQ

What are the 5 elements of a business plan?

The five elements of a business plan are executive summary, business description and structure, market research and strategies, management and personnel, and financial documents.

How do I create a spreadsheet for my business expenses?

In creating a spreadsheet for your business expenses, just simply open your Excel or Google Sheets. Add headings for the columns in the top row of your income worksheet. Then, format your columns. Select your expense worksheet and set it up for recording expense data. You can now format your expenses columns.

What should be included on a planning worksheet?

Below are the important aspects you need to include on a planning worksheet:

  • Cover page
  • Executive summary
  • Table of contents
  • Business description
  • Goals and objectives
  • Methods and strategies

What should every small business have?

Small business owners need to create a strong business plan and effective marketing strategy. Like how the oxygen and water keeps us living, these two factors can significantly help your small business to sustain and continue for a long time. Moreover, you should also focus and engage your customers by providing their needs. Also, you need to be smart in managing the cash flow in your business. Last but not the least, use the technology to further attract more people to your products and services.

Johann Wolfgang von Goethe, a writer and statesman said that “the greatest thing in this world is not so much where we stand as in what direction we are moving.” Therefore, if you want to start a small business, imagine how you will reach your goals and always become motivated in fulfilling them despite having every sort of struggles and hardships in our daily lives. Keep on striving your best and enduring the challenges because they are part of the whole journey towards success. To help you create a business plan or other worksheets, click and download our templates here!

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