Business owner toolkit
Templates & checklists
Use a clear structure to plan, forecast and review. These worksheets work in your browser; download your own copy when you finish.
Interactive worksheetBusiness plan templateA practical plan you can revisit as you learn what customers need and what the numbers show.Open template Interactive worksheetProfit and loss templateSee whether sales covered the costs of running your business over a chosen period.Open template Interactive worksheetBalance sheet templateTake a dated snapshot of what the business owns and owes.Open template Interactive worksheetSWOT analysis templateTurn strengths, weaknesses, opportunities and threats into a short action plan.Open template Interactive worksheetStart-up checklistWork through the decisions and registrations needed before you begin trading.Open template Interactive worksheetBusiness finance application checklistGather the purpose, figures and records a lender may request before you apply.Open template Interactive worksheetInvoice planning templatePrepare the information needed for a clear Australian business invoice.Open template Interactive worksheetCustomer credit checklistDecide how much time and credit to offer a business customer before unpaid invoices grow.Open template Interactive worksheetSupplier review checklistCompare suppliers on total cost, reliability, terms and concentration risk.Open template Interactive worksheetAnnual business review checklistReview what changed in customers, profit, cash, people and risk before planning the next year.Open template Interactive worksheetScenario planning templateTest how a realistic setback or opportunity would affect cash and decisions.Open template Interactive worksheetBusiness purchase due diligence checklistOrganise the questions and records to examine before buying an existing business.Open template Interactive worksheetBusiness sale preparation checklistGet the records, obligations and handover plan ready before offering a business for sale.Open template Interactive worksheetCash flow forecast templateRecord when money is expected to arrive and when payments actually fall due.Open template Interactive worksheetBusiness budget templatePlan sales and expenses, then compare actual results with your original assumptions.Open template
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