Structured annual business plan with goals, strategies, and milestones. This ready-to-use spreadsheet can be customized for your workflow and reporting needs.
Free Excel template: Use the preview below to see the structure of the spreadsheet before downloading it.
Excel Template Preview
| Goal | Strategy | KPI | Target | Q1 | Q2 | Q3 | Q4 | Owner |
|---|---|---|---|---|---|---|---|---|
| Increase Revenue | Expand sales team | Revenue ($) | $2M | 450000 | 500000 | 520000 | 530000 | CEO |
| Reduce Costs | Process automation | Cost Savings | 15% | 3% | 4% | 4% | 4% | COO |
| Customer Satisfaction | Improve support | NPS Score | 70 | 62 | 65 | 68 | 70 | CX Lead |
| Market Expansion | Enter 2 new markets | New Markets | 2 | 0 | 1 | 1 | 2 | CMO |
About this Annual Business Plan template
This Excel template is designed to make annual business plan easier to organize and maintain. You can edit the headings, values and formulas after downloading the workbook to match your requirements.