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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 April 25, 2026
Created by Natalia Prokhorenko
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Template Specification

Format Google Sheets, Excel
Created November 11, 2025
Last Updated April 25, 2026
Community Added to collections by 16 Users
Usage Stats 43 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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How to Use and Edit This Template

1

Get Your Document

Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Microsoft Excel
2

Customize Everything

Easily change colors, fonts, and layouts to match your unique style or brand identity
3

Add Your Content

Fill in your data, upload images, and replace the placeholder text with your own information
4

Print, Export, or Share

Print, export as PDF, or share instantly

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