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Small Business Planner Template

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
Last updated Updated May 16, 2026
Created by Natalia Prokhorenko
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Template Specification

Format Google Sheets, Excel
Created November 11, 2025
Last Updated May 16, 2026
Community Added to collections by 17 Users
Usage Stats 49 downloads this month

About this template

This Small Business Planner Template is a go-to choice for planning business expansion, optimization tasks, budgets, and priorities. Using this all-in-one Excel and Google Sheets planner template, you can easily assign tasks to different departments or specific employees, plan their completion, and track their status. Best of all, this spreadsheet is available for free.

Create a Comprehensive Business Action Plan

This template follows a time-tested structure for planning business tasks. For each task, you can fill in 11 columns, each representing an important part of the process. Simply enter the task, goal, budget, notes, the person responsible, and resources in separate cells within the small business planner template.

We’ve also added convenient features:

  • Enter a due date for each task in a calendar format.
  • Select task status, priority, and risk level from pre-made, editable drop-down lists.
  • Mark completed tasks with a checkbox in a separate column.

Our template also comes with sample content, making it even easier to get started by following the example. You can always find more planner pages on our website.

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