free app business plan template

Mobile App Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

• Mobile App Business Plan Home
• 1. Executive Summary
• 2. Company Overview
• 3. Industry Analysis
• 4. Customer Analysis
• 5. Competitive Analysis
• 6. Marketing Plan
• 7. Operations Plan
• 8. Management Team
• 9. Financial Plan

Start Your Mobile App Plan Here

Mobile App Business Plan

You’ve come to the right place to create your mobile app business plan.

We have helped over 100,000 entrepreneurs and business owners create business plans and many have used them to start or grow their mobile app businesses.

Sample Business Plan for a Mobile App Development Company

Below are links to an example of each of the key elements of a mobile app business plan template:

• Executive Summary – In the Executive Summary, you will provide a general overview of your comprehensive business plan including your target market, business model, and how you plan to make your business successful.
• Company Overview – The Company Overview section will provide an overview of your app idea, business description, company history, mission statement, monetization strategy and milestones achieved.
• Industry Analysis – In the Industry Analysis section, you will use information from your market research to discuss the market demand for your mobile application or business idea, trends, and issues facing your industry.
• Customer Analysis – The Customer Analysis section will describe your target market. This includes information on demographics, psychographics, and behaviors.
• Competitive Analysis – The Competitive Analysis includes an overview of your direct and indirect competitors, their market share, your competitive advantage, and how you plan to compete against them.
• Marketing Plan – The Marketing Plan section will describe your marketing strategy. This includes information on your platform placements (Apple App Store, Google Play, etc.), pricing strategy, and marketing strategies for engaging your target audience.
• Operations Plan – The Operations Plan section of your mobile app business plan will describe your business operations including app development, customer acquisition strategy, and other key aspects of your app company.
• Management Team – The Management Team section will provide information on the management members of your advisory team. This includes their experience, education, and skills.
• Financial Plan – In the Financial Plan section, you will provide the financial model and financial statements for your business. This includes your income statement, balance sheet, and cash flow statement.

Next Section: Executive Summary >

Mobile App Business Plan FAQs

What is a mobile app business plan.

A mobile app business plan is a plan to start and/or grow your mobile app business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can  easily complete your mobile app business plan using our Mobile App Business Plan Template here .

What Are the Main Types of Mobile App Development Companies?

There are many types of mobile app companies across a variety of categories. There are mobile app businesses that focus solely on mobile games. Others are exercise or wellness focused. Some mobile apps provide guidance on specific topics, some offer music streaming, and other apps provide help or assistance on a variety of topics. Many companies have developed company-specific mobile apps to allow users to become more connected with their products or offerings. For instance, most major brands, restaurants and financial services companies have company-specific mobile applications.

What Are the Main Sources of Revenue and Expenses for a Mobile App Business?

The primary source of revenue for mobile app businesses are subscription paid by the users on an annual or monthly basis. Advertising (selling ad space to other companies on their app) is another significant revenue sources.

The key expenses for mobile app businesses are the costs to advertise and generate users. These expenses are often in the form of targeted social media advertising or online targeted marketing. Some major mobile app businesses pay to have their mobile apps advertised on television commercials or music streaming platforms. Another major expense for app companies are office space, employee salaries and technology licensing fees.

How Do You Get Funding for Your Mobile App Business Plan?

A mobile app startup is most likely to receive funding from angel investors and friends and family. Personal savings and credit cards are also often used. Venture capitalists will fund a business plan for an app once it achieves enough traction (e.g., enough users, in-app purchases, or generating enough revenue).

A well crafted mobile app business plan is essential for attracting any type of potential investor.  Most app startups require funding to get off the ground and cover at least their startup costs.

What are the Steps To Start a Mobile App Business?

Starting a mobile app development company can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Mobile App Business Plan - The first step in starting a business is to create a detailed business plan for an app that outlines all aspects of the venture. This should include market research on the mobile app industry and potential market size, information on the mobile app concept, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your mobile app business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your mobile app business is in compliance with local laws.

3. Register Your Mobile App Business - Once you have chosen a legal structure, the next step is to register your mobile app business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your mobile app business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Mobile App Equipment & Supplies - In order to start your mobile app business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your mobile app business.  A mobile app marketing plan includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful mobile app business:

• How to Start a Mobile App Business
• How to Start a Mobile App Development Business

Where Can I Get a Mobile App Business Plan PDF?

You can download our free mobile app business plan template PDF here . This is a sample mobile app business plan template you can use in PDF format.

How to Start an App Business in (2024): Step-by-Step Guide

Free Mobile App Business Plan Template

Matthew Khalili

19 Min Read

Are you a startup enthusiast with a brilliant business idea? Or do you want to expand your current business by getting digital?

Well, whatever your motivation is, developing an app is a promising way to translate your business idea into a successful business.

An average American adult spends nearly 88% of their total phone time on mobile apps. This leaves ample space for mobile app businesses to flourish, grow and develop.

Now, don’t let your lack of technical expertise stop you from starting an app. It is possible to not only start an app business but turn it successful if you follow the proper way.

If you are wondering how to start an app business, this blog is a perfect guide.

So without any further ado, let’s get started.

How much money do you need to start a mobile app business?

The cost of starting a mobile app in the US varies between $38,725-$267,850 and more. However, the cost can extend up to $500,000 or more depending on the complexity and scope of your SaaS app.

These costs are highly influenced by factors such as development costs, the complexity of the app, location, and much more.

Pros and Cons of Starting a Mobile App Business

Starting an app business is indeed a rewarding venture. However, like every business, there are both pros and cons to starting a mobile app company.

• Global reach: Easier to tap into the international market and capture a worldwide audience.
• Scalability: Easy scalability to accommodate more features, users, and new trends.
• Low overhead: Less operational and overhead expenses.
• Competition: Intensely competitive marketplace with millions of existing apps.
• Rapid technological changes: Demands constant updates to stay relevant.
• Monetization challenges: The easy availability of free apps makes vcc3 monetization difficult.

A Complete Guide to Starting an App Business

Table of Contents

• Research and validate your app idea
• Brainstorm a mobile app name
• Create an app business plan
• Secure seed funding for your app business (optional)
• Choosing a mobile app development platform
• Develop an app
• Register your app business
• Apply for business licenses and permits
• Get business insurance
• Apply for a bank account & business credit cards
• Pre-launch and mobile app marketing strategy
• Develop a monetization plan
• Build a team as you grow
• Make your app available in app stores
• Release timely app updates

Developing an app might be easier. However, starting a successful app business isn’t. Let’s uncover every detail that goes into starting an app business, right from idea validation to gathering user feedback to testing new ideas.

1. Research and validate your app idea

The first step in creating a sustainable cutting-edge application is to conduct a thorough market research. The quality research at this step will essentially lay the foundation for the success of your mobile application.

Ensure cover a detailed analysis of the following to create a fresh, innovative, and problem-solving solution for your audience:

• Target audience: Identify your target users and analyze their pain points with current solutions. Assess the market size for your solution and determine your targeted available market (TAM).
• Competitors: Identify your potential competitors and assess their standing in the market. Discover problems with their mobile apps and see if your solution fills the gap.
• Failed application analysis: Don’t only choose a successful app for your analysis. Look after failed applications and see where and what they did wrong to avoid the same mistakes in your application.

At this step, simultaneously, you will also work on validating your mobile app idea. The idea behind this entire analysis is to ensure that you chase a problem that’s real and demands a solution.

Instead of jumping in with the first idea, it is better to ideate, analyze, and then finalize an app idea that is better than the rest. Remember to give every idea an equal chance before scraping it off entirely.

Find an appropriate product-market fit for the validated idea and rework the areas where there is a scope for improvement.

Now, with your validated idea move ahead and brainstorm a name for your mobile application.

2. Brainstorm a mobile app name

Before you move to complex parts and start development, finalize the name of your mobile application. However, finding the right name is a struggle in itself.

Now, if you are already operating as a successful business, launch your app with the same name. This will make it easier for your existing customers to find you.

However, if you are launching a new business, here are a few suggestions that can help you brainstorm the perfect name for your app development company:

• Brainstorm the keywords that reflect your business offering. For instance, if you are launching an app in the health and fitness segment, include related keywords in your app name.
• Choose a simple, easy-to-recall and easy-to-spell name.
• Choose a short name. Different app stores have character limits. So better brainstorm the ideas within that range.
• Don’t use heavy jargon or phrases in the name.
• Use online name generators to find name ideas.
• Ask for suggestions from creative people in your social circles to finalize a perfect name.

Overall, keep your brand values and its value proposition in mind and find a name that’s a reflection of those values.

Also, ensure that the name is unique and is available for registration. If you are planning to register the business with some other name, finalize that as well.

Want a Unique Name for your Mobile App Business?

Generate a brandable and catchy business name in seconds with our free business name generator for mobile app businesss.

3. Create an app business plan

From determining the business strategy to executing app development to financing to launching the application and marketing- a lot needs to be planned, executed, and monitored while starting your own app.

Creating a mobile app business plan ensures that you understand the market thoroughly and have every step figured out to withstand the changing tides of the mobile app industry.

Moreover, if you are planning to raise funds for your mobile application, having a well-crafted app plan will give you the edge over other app developers.

Wondering what goes into writing a comprehensive app plan? Here are the most crucial components your business plan must include:

• Executive summary
• Business Overview
• Mobile app industry analysis
• Mobile app services
• Marketing and sales strategy
• Operations plan
• Key management team
• Financial plan

Writing a cohesive actionable business plan is a taxing job. It requires in-depth detailing to present your business idea thoroughly.

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4. Secure seed funding for your app business (optional)

Now, you need money for app development and other activities to turn those ideas into a reality.

Assess your monetary position and check if you require additional funds to start with the mobile app development. If so, how much?

Seek out a small loan from family members and friends to avoid any burden of repayment and high-interest rates initially. However, if that’s not the choice, identify the available funding sources and determine the best options for your needs.

Here are a few options for you to consider:

• Crowdfunding
• Angel Investors
• Venture Capitalist firms
• Credit card financing

If you are planning to seek funding from investors, you need to present a pitch of your business idea. For a certain stake in your business, they will provide you with equity.

However, you can always start small and seek funding from outside as you scale the app further.

5. Choosing a mobile app development platform

To begin the app development, first, finalize the ideal platform for your mobile app. All the mobile apps in the market have used one of these 3 app development processes to create apps:

Native apps

Native applications are developed to run on specific devices and operating systems. Such apps have access to the native device’s API, thereby, allowing you to build high-performance apps with a highly refined interface.

These apps are expensive to develop since you need different outputs for different operating systems. But they can be found easily by your target users for downloading. For reference, 80% of mobile traffic is generated through Native mobile apps.

Undertake the market research to gather an in-depth understanding of both the app stores- Apple App Store and Google Play Store. Assess the number of Android apps and iOS apps and the market share and revenue position of these platforms to make an informed choice.

For instance, as of 2023, there were more than 3.6 million Android apps and 1.8 million iOS apps on Play Store and Apple Store respectively.

Identify if your potential app users use Android or Apple devices and also consider the suitability of your native app with a respective operating system.

PWA (progressive web apps)

PWA is a hybrid of web pages and mobile applications. It is a web app that offers users a similar kind of experience to native apps.

These apps require no download and are indexed on search engines. They don’t require access to native device APIs to perform and are perfect for app businesses that require frequent updates.

It’s easier to target more customers with PWA than a native app and it is comparatively cheap to develop.

However, since the PWA’s don’t use native device’s API, it has a comparatively low performance in terms of features compared to native apps.

Lastly, there is an option of hybrid apps for you to consider. An app builder will help you build a cross-platform app for both platforms simultaneously using the same code.

Successful app business launches both Android app and ios app of their app to cater to a larger target audience.

Now allocate the resources depending on the app development method you choose.

6. Develop an app

Have you planned to develop a native app? If so, are you planning to develop an Android app, or iOS app, or both?

After choosing between native, PWA, and hybrid apps, it is now time to gather the resources and start working on the app development.

Here are 3 different methods to choose your development method:

Build your own app

This is perhaps the best method of cost-effective development, if you have proficiency in different programming languages, prior experience in building your own apps, and some time to invest.

Hire a freelancing app developer/ app development agency or an in-house team of app developers

If you are someone with no technical background, you need a bunch of people to undertake the development of your app ideas.

This method is costly. However, you can expect to have complete control over your product and its development.

Use an app builder

Similar to content management systems like WordPress, an app builder allows you to build a website without writing a single line of code. Watch how the user interface of your app turns out while the app builder builds it in real time.

As much as you focus on development, also draw your attention towards delivering a delightful user experience. Hire designers to help you attain a modern and intuitive user experience.

It takes anywhere between 6-10 months to turn your app ideas into a successful product. Follow this app development process to get a structurally correct product:

• Develop a minimum viable product
• Develop a wireframe
• Choose your programming language
• Start the coding
• Work on app design
• Test the app

Now, create a timeline for the launch and get the actual product ready.

7. Register your app business

Now, it’s time to give your mobile app business a legal identity. Register your business in these easy steps:

Select a business entity

A business entity is the legal structure of your business. The business structure you choose will determine the taxes, liabilities, and state regulations of your business.

Here are a few different entities you can choose for your mobile app business:

• Sole proprietorship
• LLC (Limited Liability Company)
• Partnership
• Corporation

Now, each of these entities has its own benefits and cons. Identify the suitable entity structure for your mobile application after thorough consideration.

LLCs and Corporations are more suited for businesses in a way that separates you from your business and keeps your liabilities under control.

Also, consider what are the prevalent business structures if you want to acquire funding from investors.

Apply for tax registration & business EIN

Now, quickly proceed with tax registration and get an Employer Identification Number (EIN) through an IRS portal .

The 9-digit EIN is like a social security number that allows you to open business bank accounts, apply for credit cards, fill the tax forms, and pay salaries.

Once the registration is complete, you go ahead and acquire the essential licenses and permits.

8. Apply for business licenses and permits

Business licenses and permits ensure that your mobile app business is legally compliant and sound. Depending on the nature of your app, its industry, functionality, and the area of operation; research and identify the essential licenses for your business.

Here are a few licenses and permits you must acquire for the mobile app business:

• Industry-specific licenses: Depending on your industry, i.e. gambling, healthcare, beauty, fashion, etc. get the licenses required in that specific trade.
• Zoning permits: If you are getting a commercial place for your app business, get essential building permits. Even if you are going to operate from home, check if your state requires zoning permits for home businesses.
• Software development license: Depending on your state of operation, you may be required to get a software development license to commence development.
• Sales tax permit: To sell physical and digital products, you may need a sales tax permit to accept and remit sales tax.
• Data protection and privacy compliance: Since you will be collecting personal and sensitive information from the users, you will be required to follow data privacy compliances applicable to your business—for instance, CCPA, GDPR, etc.

Hire a professional to look after these matters. Non-compliance with any rule may lead to extremely high penalties and fines.

9. Get business insurance

Insurance is not essential for compliance. However, it will safeguard your business against potential casualties and risks involved in the business.

Here are a few insurance you must consider getting:

• General liability insurance: If there is one insurance you must get, it is this. It offers protection against property damage, injuries, and a variety of business aspects that require coverage.
• Professional liability insurance: If you are going to provide services with your app, get yourself this insurance. It will protect against claims of professional negligence.
• Worker’s compensation insurance: For an app development business that will hire employees on a salaried basis, this license is mandatory. It’s a coverage plan for your employees.
• Cyber liability insurance: Since your business is going to operate in a digitized space, you need a license that protects your business in case of a security breach or leak of information.

Consider your requirements and acquire industry-specific insurance for your mobile app business.

10. Apply for a bank account & business credit cards

Set up a separate accounting system to keep your business and personal expenses separate. This will help you maintain your finances and will also ease the process of filing taxes.

Using that EIN number open a business bank account. Determine the best banking system that will work for your business. And also, apply for a business credit card.

Consistent credit card use will build your credit history and will help acquire loans in the future.

11. Pre-launch and mobile app marketing strategy

Making a perfect app is not enough. It needs to be marketed to the right audience through the right tactics to get traction and downloads.

Start working on your branding and marketing strategy before your app hits the app store. All the buzz and hype you create at this stage will help you when the app actually makes a launch.

Here are the marketing elements you should get in line with before launching your app on the app store:

• Clearly define your branding elements. What kind of image would you like to create in the market? Develop the app’s logo, designs, colors, and overall user interface keeping the branding in mind. Also, ensure that you deliver a consistent brand image through all your marketing channels.
• Identify where will you find your target audience. Will they be more responsive to social media or emails? Do they prefer written content or video content? Are they approachable through any offline channels?
• Create a landing page to promote the app and its features. A well-built landing page with correct strategic placements can be an invaluable asset in getting the desired outreach.
• Get in touch with influencers from your industry and collaborate with them to market your app.
• Create a content bank of content that can be reused for multiple purposes.
• Participate in industry-specific events and seminars to get in touch with your people.

Be generous with the marketing budget and put your app marketing plan into action.

Lastly, never put all your eggs in one basket. Try different marketing strategies and eliminate the non-useful ones as you monitor and analyze the results.

12. Develop a monetization plan

Are you planning to make money directly or through your app? If that’s the case, start thinking about a suitable app monetization model.

Here are a few methods popularly followed by other apps on iOS App Store and Play Store.

• In-app purchases: In-app purchases are for businesses that aim to sell physical or digital products through apps. Consider them as e-commerce apps that facilitate sales for your products.
• Freemium: These are downloadable free apps on the app store. However, only certain contents of these apps are free.  In this method, you earn when a user pays for paid content after using the free version.
• Subscription: You generate weekly, monthly, quarterly, or annual revenue by getting repeated subscriptions for your services.
• Paid apps: These apps aren’t available for free download. The user pays a certain fee to download the app and access its content.
• In-app ads: You can generate revenue by renting out advertising space on your app. However, ensure that you don’t sacrifice the user’s experience in this chase.

Each of these monetization models has its advantages and disadvantages. Identify the monetization methods used by your competitors or applications offering similar services. And plan your strategies accordingly.

13. Build a team as you grow

Don’t build a large team right from the beginning. Ideally, get the basic development of your app through freelancers or remote app developers.

Depending on whether you plan to launch an app on the Apple app store or Google Play Store, you will hire professional experts in respective programming languages.

Focus on a small but highly qualified team. Get the work like accounting, legalities, and marketing outsourced.

App development is a costly affair. You better plan the entire development process hourly to keep track of project completion.

14. Make your app available in app stores

You have come a long way. From undertaking market research for your app idea to preparing MVP and developing the app, you finally have your app ready to be launched.

Now you work on your app store optimization to make the app discoverable on app stores. The app market is intensely competitive. Whether you plan to launch an app on Apple’s app store or Google Play store, an optimized app stands a higher chance of being organically visible.

Here are a few things to consider while performing app store optimization:

• App name: Optimize your unique app name within its character limit. The character limit for an iPhone app is 50 while that for an Android app is 30.
• Keyword optimization: Add the relevant search terms of your app to make it easily discoverable.
• App icon: Use a clear distinct icon to your app to create a recalling power.
• Description: Add a captivating description of your app describing its features and benefits. Use bullet points, headers, and subheadings to keep the information easily scannable.
• Screenshots: Add important screenshots from your app design to help users understand what they can expect.
• Video: Add a video of your web app defining its clear purpose, message, and value proposition to connect with the users.

Manage your app store optimization by understanding the requirements of different platforms and making your apps available on app stores.

15. Release timely app updates

Launch the app as soon as your MVP is ready. Don’t wait for the development to end so that you have all the features ready. Focus on essential features and deliver them with your MVP.

Test the app on early adopters and gather the user data for performance on different mobile devices. It will provide invaluable user feedback from further development.

Launching the app is not the end of your app-building process. You need to regularly roll out updates, fix the bugs, and run beta testing of new features to stay ahead in the app market.

Ideally, an app development company should roll out new updates every 3 to 4 months.

Time to take the first step and validate your app idea. Already validated? Well, let’s build a solid foundation for your business idea by writing a stellar app business plan.

Writing a plan will ensure that there is no oversight in app planning and you get a clear direction to run your app business.

Upmetrics offers 400+ sample business plan examples for businesses from varying industries. These examples are perfect for writing a detailed and comprehensive business plan.

Now use our Upmetrics app business plan sample and get started.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks, AI-assistance, and automatic financials make it easy.

Frequently Asked Questions

Do i need technical skills to start an app business.

Yes, you can start an app business without any technical skills. There is a variety of app maker that allows you to build an app with simple drag-and-drop options. Moreover, you can always hire a technical partner to look after app development and its complexities.

What platforms should I target for my app (iOS, Android, both)?

Whether to make an Android or an iOS app or launch an app on both platforms, depends largely on your target audience. Conduct research and understand whether your app users will belong to the Android or iPhone cohort. If you can generate a reasonable user base from both platforms, you can consider making a hybrid app.  

How do I create a business plan for my app startup?

To create a business plan for your app startup, begin by undertaking thorough and detailed market research. Now, translate your ideas onto a paper covering the key fundamentals of a plan. Writing a plan can be difficult. So, it’s better to use templates and plan builders that will help you write a compelling actionable plan.

What are some common mistakes to avoid when starting an app business?

Here are a few common mistakes to avoid when starting an app business:

• Working on too many ideas
• Delaying the launch
• Not marketing it enough
• Not paying enough attention to the user interface

How can I secure funding for my app startup?

Apart from personal savings, here are a few funding options for you to consider:

• Venture Capital Firms
• Credit line
• Friends and Family

How can I monetize my app and generate revenue?

Here are a few ways to generate revenue through your mobile app:

• Offering a freemium model.
• Offering in-app purchases for additional access and services.
• Making it a paid app.
• Generating revenue through ads in your business.
• Getting sponsorships on the app.

About the Author

Matthew Khalili is an experienced business planning expert and the founder of The Plan Writers. With over a decade of experience in the field, he has helped numerous entrepreneurs in creating investor-ready pitch decks and business plans. Matt has enabled 5000+ startups to raise over $1 billion through his business plan, market research, and financial modeling services. Read more

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Mobile App Development Business Plan

Start your own mobile app development business plan

Value Proposition

AppHero provides cutting-edge, tailor-made app development solutions to businesses, helping them expand their reach and boost customer engagement through seamless, user-friendly mobile applications.

The Problem

Businesses seeking to enhance their digital presence struggle to find reliable, affordable, and high-quality app development services that can deliver customized mobile applications that meet their specific needs.

The Solution

AppHero offers comprehensive app development services, including consultation, design, development, testing, and maintenance, to deliver fully customized, high-quality mobile applications that cater to each client’s unique business requirements and target audience.

Target Market

The primary market for AppHero is small and medium-sized businesses looking to establish or improve their mobile presence. The secondary target market includes startups in need of app development services to launch their innovative ideas into the market.

Small and medium-sized businesses are the primary target market:

• They require affordable yet high-quality app development solutions.
• They want a reliable partner to guide them through the app development process.
• They need customized mobile applications that cater to their unique business needs and audience preferences.

Competitors & Differentiation

Current alternatives.

• Freelance app developers
• Other app development agencies
• In-house app development teams

AppHero stands out from the competition by offering fully customized app development solutions, a dedicated team of experienced professionals, and a commitment to delivering exceptional customer service. Our transparent pricing model, coupled with our efficient project management approach, ensures that clients receive high-quality mobile applications within their budget and timeline.

Funding Needs

AppHero requires $100,000 in initial funding to cover operating expenses, marketing efforts, software and hardware purchases, and other startup costs.

Sales Channels

• Official AppHero website
• Social media platforms
• Networking events
• Referrals from existing clients

Marketing Activities

• Content marketing through blog posts and articles
• Social media campaigns
• Google Ads and targeted advertising
• Partnerships with industry influencers

Financial Projections

• 2023: $250,000
• 2024: $375,000
• 2025: $525,000

Expenses/Costs:

• 2023: $175,000
• 2024: $225,000
• 2025: $300,000
• 2023: $75,000
• 2024: $150,000
• 2025: $225,000
• Secure initial funding – June 1, 2023
• Launch official AppHero website – July 15, 2023
• Acquire first 10 clients – September 30, 2023
• Complete 20 app development projects – December 31, 2023
• Expand team with additional developers – March 1, 2024
• Reach $500,000 in annual revenue – December 31, 2025

Team and Key Roles

Ceo & lead developer:.

Oversees overall business operations, client management, and leads the app development team.

Project Manager:

Coordinates app development projects, ensuring timely delivery, and efficient resource allocation.

UI/UX Designer:

Creates visually appealing, user-friendly app interfaces that meet client requirements.

Marketing Manager:

Develops and executes marketing strategies to attract new clients and enhance brand visibility.

Partnerships & Resources

The purpose of these partnerships and resources is to enhance AppHero’s capabilities, reputation, and reach in the app development industry. Collaborating with these organizations and leveraging their expertise will allow us to deliver more comprehensive solutions to our clients, stay updated on the latest industry trends and technologies, and contribute to the growth of our brand.

• Technology Partners: Aligning with leading technology companies such as Apple, Google, and Microsoft will allow AppHero to access the latest developer tools, resources, and training programs. These partnerships will enable us to stay up-to-date with the latest platform updates, ensuring our apps remain compatible and optimized for various devices and operating systems.
• Design Agencies: Partnering with design agencies will help us provide an exceptional user interface (UI) and user experience (UX) designs for our clients’ apps. These collaborations will ensure that our apps not only function flawlessly but also deliver visually appealing and user-friendly experiences.
• Digital Marketing Firms: Collaborating with digital marketing firms will enable AppHero to offer our clients end-to-end solutions, including app promotion, user acquisition, and engagement strategies. These partnerships will help our clients maximize the potential of their apps, driving downloads and user engagement.
• Industry Associations: Joining app development industry associations such as the Application Developers Alliance or the International Game Developers Association will provide AppHero with networking opportunities, access to industry events, and valuable resources. These memberships will also increase our credibility and showcase our commitment to delivering high-quality app development services.
• Educational Institutions: Partnering with local colleges and universities can help AppHero recruit talented graduates and interns, ensuring a steady pipeline of skilled app developers. These partnerships may also present opportunities for collaborating on research projects or offering guest lectures, further strengthening our ties to the local tech community.
• Mentorship & Incubator Programs: Participating in mentorship programs and joining startup incubators can provide AppHero with valuable guidance, resources, and networking opportunities. These initiatives can help us refine our business strategy, connect with potential clients or investors, and gain insights into industry best practices.

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Mobile App Business Plan Template

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Frequently Asked Questions

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Immediately upon purchasing Growthink’s Ultimate Mobile App Business Plan Template, you will be taken to our Member’s Area where you can instantly download our template and begin working on your business plan.

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You can create an unlimited number of business plans with Growthink’s Ultimate Mobile App Business Plan Template. Once you purchase it, you have lifetime access to use it for any business in which you’re involved, now or in the future.

Yes, Growthink’s Ultimate Mobile App Business Plan Template works flawlessly on both PCs and Macs.

Growthink’s Ultimate Mobile App Business Plan Template is designed for both established Mobile App businesses and startups.

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How To Create A Killer Mobile App Business Plan [+Template]

September 27, 2022

Adam Hoeksema

If you’re on your way to developing your first mobile app, or you’re looking to grow your mobile app business, you might be considering improving your business plan. If you haven’t got one already, maybe you’re still in need of a little convincing, or the thought of doing it yourself is still overwhelming. 

Fortunately, building a mobile app business plan isn’t all that hard, and with the right approach you’ll end up with a robust document that will inspire investors, woo bankers, or, at the very least, give you valuable insight into where you’re headed and how to get there. 

In this article, we’ve got the whys and the hows of your mobile app startup business plan, as well as a handy template to follow.

Download: Mobile App Business Plan Template

First, though, in case you’re in need of a little push, here’s a little motivation.

Do you Really Need a Mobile App Business Plan? 

The short answer to this is: yes. The longer answer holds the caveat that it depends on how serious you are about succeeding financially with your venture. 

When you’re starting out, you probably won’t know a huge amount about the market or how your product will fit into it. You might have an idea for an app and are willing to just build it and see what happens. 

And this could be fine; if you’re not worried whether or not it’ll be successful, you don’t have a lot to lose, and spending time on a business plan for a hobby project might not be the right choice for you. 

But if you want to compete and actually reach the most people, you do need a plan, and you do need a business-minded approach. You need a business plan. This is true, regardless of whether or not you’re ever going to show it to anybody. 

A business plan can feel a bit like an overwhelming commitment to a certain direction, but in fact, it’s the very vehicle for defining and understanding that direction in the first place. 

Further, your mobile app business plan will be a documentation of your investigation into the industry, and how you’ll be navigating your way through it with your app. This document puts your commitment into writing, and demonstrates to any outside stakeholders your business chops: essentially, how reliable you are as an entrepreneur. 

The importance of a business plan, therefore, is two-fold: Firstly, you’ll be gathering significant information on your company and its position in the industry. This will lead you to accurate projections and enable to you take the right business risks to grow your company. 

Secondly, you’ll be setting yourself up with a reputable document that you can show to investors or loan providers, should you be looking to fund the next growth phase of your business.

Funding Options for Your Mobile App Startup

When it comes to funding in business, there are three main sources. To find the first one, you need to look no further than the end of your nose. Bootstrapping a business, or self-funding it, has many advantages over the more involved options of taking out a huge loan or persuading another individual or company to invest in you. However, it also has its drawbacks. Let’s break down these three options, for clarity:

• Bootstrapping – There’s a good chance your overheads are going to be relatively low with a mobile app startup. If you’re a single person or a small team, you can work from home, and your initial costs could range anywhere from $50 to $500k, depending on whom you ask; the lower end of which is nothing to be sniffed at, but certainly more attainable from the proceeds of a side-gig or savings account. However, if you’re a little farther ahead in your project, or it’s a bigger job, you might need a rapid injection of capital that your wallet can’t handle. In these cases, you could try one of the next two options.  
• Loan – Loans for mobile apps aren’t hard to come by. Getting a good deal takes a little longer, but there are plenty of options from banks to crowdfunding that could provide you with a hefty chunk of capital for your mobile app project. Banks might be faster but more expensive, and crowdfunding might be cheaper but could take a while. Weighing up the pros and cons for the range of options, and consider that if your business fails, you’ll still probably have to pay that money back.
• Investment – For less financial risk, consider an investment. The added benefit of finding the right investor will come with their handy experience in the market, which you may or may not be allowed to make use of. This is one of the most time-consuming approaches to get right, and you’ll have to hand over a significant percentage of your company equity to get a good deal, but you won’t be held financially responsible if you don’t make it. 

So, the benefits and drawbacks of each capital source are related to what you have and what you are willing to give away. Loans and bootstrapping allow you to maintain full equity share but are limited either by additional financial risk, or (typically) lower financial injection, respectively. 

The investment brings with it the opportunity to learn from expert involvement but will take away some of your control in the project. So, this is a personal choice and will depend on your available options. However, there’s one thing that all funding options will require to make a return on your app business, and that’s a solid demonstration that you know your market. 

If you’re looking to scale quickly, and you’re trying to get capital from external sources, you’ll need to be able to provide a good business plan. If you’re not getting anyone else involved just yet, you could still benefit from a business plan simply through the research you’ll need to embark on to build one. The first and most immediately useful data you’ll gather will be on the market.

Market Research for an App Startup Business Plan 

Now we’re segueing into building a business plan, and we’ll have a template for the full mobile app business plan document for you in the next section, but if you’re still not entirely convinced you need one, consider one of the major components to a business plan: The market research. 

Even if you’re paying your own way, and you don’t need to prove anything to anyone, you’re going to want to have some good financial projections to know where you’ll be in five years. Working backward from this, you’ll need strong financial papers to project from, and to form those, from a very short or non-existent financial history, you’ll need to know your market very well, as well as how to find them. 

So, market research is the early investigation to find the data you need to figure out your financial future and plot your path toward it. Market research will alert you to whether you’re launching your app at the right time, what your unique selling point is, and how you’re solving problems for your customers. 

All of this will come in the form of good, hard data, from which you can extrapolate everything from your marketing media to your expected growth rate. We’ll go into a little more detail about how to begin your market research in the mobile app business plan template below. 

In completing your market research, you’ll be completing a significant portion of your business plan, and you’ll have gathered plenty of data to compile much of the rest of it. So, by the time you’ve got this far, you’re already almost there. Take a look at how your business plan might look as a document once it’s laid out. 

Your 7-Page Mobile App Business Plan Template

There are numerous layouts and sections you can add to a business plan, most of which follow a similar template to the one we’re about to go into. You can add sections where you need to if you need to, but the seven pages below make up the basis for a solid plan, and shouldn’t be left out. Let’s see how it breaks down:

Page 1 – The Executive Summary

This is the front page of your document, and it’ll summarize what’s to come. Therefore, it’ll usually be written last. It’s designed to catch the eye and lead the reader to the relevant section to their interests, but it can also be quite a handy reminder of all the work you’ve put in. 

Of course, you haven’t put in that work yet, so keep reading, and compile the next six sections before you come to this. 

Page 2 – The market Analysis 

Here we get into the meat of the issue. All that market research should have given you a deep insight into what’s out there, who the competition is and what they’re providing to your future customers. What is the state of the industry? Who are the heavy hitters and what do they accomplish?

Identify all of these things in the context of your customer profile; who they are, what they like, and what problem they’ve got (that you’re going to solve for them). This page should include statistics, graphics, and a brief overview of the market as a summary. 

Page 3 – The Company Description

Now it’s time to introduce yourself as a solution. Your introduction will cover the next two sections too, beginning with a description of how you plan to address all the issues mentioned in the above section. What is it that you’re providing that will keep you competitive? 

List the attributes that give you an advantage, and point your focus on all the things that make you unique. Cover your history and your mission statement in the context of how you will use these to your advantage in the market. 

Page 4 – Your Organization and Management

Next, break down the way the company is structured. If it’s all you, this shouldn’t take long. If you’ve got some key players, here’s where to show them off. You’ll also put in the legal structure of your company, or, if there isn’t one yet, what you want it to be. 

Management will get a section each, and a link to their resume, with a short blurb on why they’re there and how they boost your standing in the industry. List their responsibilities here, and tie it all together. 

Page 5 – Your products and Services

So, what are you actually selling? Talk about your app, which platforms it’s going to be available on, any copyrights you have, and any upcoming R&D info you’ve got in the pipeline. Follow up with how your product will address the specifics you mentioned in the market research and how it will help your ideal customer. 

You might have two versions of this page, depending on whom you’re planning to show it to. For investors versed in tech, you can list features. For loans or marketers, you might want to focus more on the customer perspective. The things it does for the consumer, from that angle. 

Page 6 – Your Sales and Marketing Strategies

Your revenue streams should have become evident to you during your market research; the strong, low-risk ones and the weaker or higher-risk avenues should be listed as such. You need to have a marketing strategy that reaches your people where they’re looking, and you need to have at least a rudimentary understanding of your sales funnel and where your touchpoints will be. 

If you’ve got someone on your team dedicated to this, they should be able to fill it out for you. If not, do your research and find some marketing and sales templates for inspiration. 

Don’t worry too much about this at the early stages – the important part is to have some idea of your first two or three strategies to focus on. Trial and error will help you complete this section later on. 

Page 7 – Your Financial Planning

In business, this is what it’s all about. Your project will never scale without an ROI, and you need to know what that’s going to be, and how it’ll be affected by market trends, capital injections, and company growth. There are several important financial documents you’ll need to have completed for this, these are the income statement, the balance sheet, and the cash flow statement. Each will help you when it comes to projecting. 

And project you must! We’re going to go into why that’s so important to get this right in the next section, but for now, consider that you’re going to need a projection with which you can manipulate inputs to see what the outcomes of different strategies will be. This is critical for knowing where and when to invest, cut spending, increase spending, and all other long-term financial decisions.

And there you have it. A pretty comprehensive mobile app business plan; the construction of which is almost as significant as its existence.

You can download our free mobile app business plan template here.

More on the Significance of your Financial Documents

This is so important, it warrants its own section. Your financial papers are going to act as the calculator with which to determine how to run your finances. This means you’ll need to be able to enter your proposed investment, and immediately see how long it will take to make a return. Then, you’ll want to add in a pandemic or a tsunami or some other act of god and see if you’ll be able to recover from that. 

You’ll need to know these things for your own benefit, but if you’re ever going to be taken seriously by a bank or investor, you’re going to need to prove to them you’re not dreaming. Projections that are too optimistic are going to be an immediate turn-off. Data that isn’t accurate show that you’re not a diligent business partner. Incomplete documents suggest that your organizational skills aren’t reliable, and investing in your project is taking a risk on an amateur. 

For a professional mobile app financial projection template, check out ours here at ProjectionHub . This template has facilitated accurate projections for over three thousand mobile app businesses and it comes fully customizable with free support and review of your projections to make sure you’re on the right track.

Even if you’re not looking for funding, your mobile app business plan template is a valuable tool for entering the market and staying there. It doesn’t take a panel of experts to build a business plan either; you can do most, if not all of the work yourself. 

Putting in the time to do the right research and gather accurate market data, compiling your financial documents, and designing realistic templates that depict your upcoming financial situation are the major keys to success when building a mobile app startup business plan.

About the Author

Adam is the Co-founder of ProjectionHub which helps entrepreneurs create financial projections for potential investors, lenders and internal business planning. Since 2012, over 50,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

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Mobile App Business Plan Template [Updated 2024]

Mobile App Business Plan

If you have a mobile app startup or want to expand your current mobile app business, you clearly need a business plan.

The following mobile app business plan template and example give you the key elements to include in a winning plan.

You can download the Mobile App business plan template (including a full, customizable financial model) to your computer here.

Mobile App Business Plan Example

Below are links to a sample of each of the key sections of a solid business plan for a mobile app development company:

• Executive Summary – The Executive Summary provides an overview of the mobile app business and its goals. If you are seeking funding, this is the first section that a potential investor or lender will read, so it should be compelling.
• Company Overview – In this section of your business plan, you should provide a detailed description of your mobile app business including the history, mobile app concept, business model, mission statement, and the company’s growth plan.
• Industry Analysis – In the Industry Analysis section, you will describe the mobile app industry including recent developments, market research and trends, and the competitive landscape.
• Customer Analysis – The Customer Analysis section of a business plan for an app will provide details about your target audience including their demographics, needs, and preferences.
• Competitive Analysis – In the Competitive Analysis section, you will provide information about the strengths and weaknesses of your direct competitors (other mobile app businesses) and how you will establish your competitive advantage to gain market share.
• Marketing Plan – The Marketing Plan will detail the monetization strategy for your mobile application and how your company will promote your mobile apps and/or development services. This includes a comprehensive digital marketing strategy to reach your target customers on multiple platforms (Google Play, Apple Store, etc.).
• Operations Plan – The Operations Plan outlines the day-to-day operations of your mobile app business. This includes information about how you will manage your team and develop, launch, and support your mobile applications.
• Management Team – In the Management Team section, you will outline the qualifications and experience of your executive team members and advisory team.
• Financial Plan – The Financial Plan section will include a 5-year financial model and projections (income statement, balance sheet, and cash flow statement). This is important to show potential investors and lenders that you have a viable plan for the mobile app business.

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Mobile App Business Plan Outline

• Case studies

How to Write a Business Plan for a Mobile App Startup?

Anton Baryshevskiy

Head of Business Development, Co-Founder

Head of Business Development

Get your project estimation!

If you’re on the threshold of launching your mobile app startup, there are numerous things you need to be concerned with: workload, core concept, budget, product implementation area, employees… You need to rightly put all key elements of this puzzle together to provide a clear roadmap for your project — that is, to compile a business plan for mobile app development.

We at Mind Studios know how to make a business plan for an app. Here, you'll find a complete guide to creating a business plan. Also, we’ve added our template to help all stakeholders and investors have a clear and most importantly, equal understanding of your startup idea. So if you don't know how to plan an app yet and where to start, let's find out more about it.

A business plan is a guide that turns your ideas into action

As a rule, you should start with visualizing the project and formulating its key ideas. They will later become the basis of your business plan.

Another vital component of developing your project is writing a product requirements document (PRD) for your app. It consists of three sections: business requirements, user requirements, and software system requirements . The business plan is, actually, a component of the PRD, namely the business requirements part.

All the preceding processes, such as developing a project vision, core ideas, and concepts, creating an app development plan, and drafting a PRD, allow all stakeholders to be on the same page as the startup's founder.

In this post, we’ll go through how to write a business plan for an app startup.

Some statistics

Still not sure if your startup needs a business plan? Numerous studies back up the value of having a well-thought-out business plan for companies on different stages of their business journeys.

According to one study that involved 3,000 company owners from diverse fields, those with business plans were almost twice as likely to succeed as those who didn’t. Furthermore, such strategic-planning companies were more effective in attracting investment or securing loans.

You can find more detailed information in the diagram below:

If your way is developing a mobile application

As of 2021, people have made 230 billion downloads of mobile applications, up by 63% than in 2016. Everyone appears to require mobile solutions these days, so your startup has a lot of room for imagination. You can choose from a wide range of mobile app types. To name a few, it could be a travel, event planner (here's an event app development guide), money management, social networking, or fitness app.

No matter which one you decide to create, a pre-written mobile app business plan can help you seamlessly go through the mobile app development process with its four fundamental stages : discovery, idea validation , design, and actually, development.

A goal without a plan is just a wish

There is a plethora of mobile applications these days. It means, though, that there are hundreds of almost identical apps in each category. Attracting users becomes a task of utmost importance.

Chad Mureta, an app tycoon, says that a developer’s profit directly depends on their knowledge of what’s interesting to the user; that is, to create a successful and profitable application, a developer should think like a user .

Creating a mobile app business plan template based on thorough user analysis will help you explain your business idea to stakeholders. Also, you’ll see a path to a product-market fit. To make that happen, you should determine what your target audience wants, needs, likes/dislikes in competitors’ apps, and tends to expect from using your app.

Therefore, identifying your target audience preferences should be your priority, as it is one of the main drivers of your startup.

Understanding the market is the key to success

The author of the bestseller 4 Steps to Enlightenment. Strategies for creating successful startups , Steve Blank, suggests that very few people understand where their market is. The writer believes it is almost impossible to launch a thriving startup without analyzing the market it’s going to enter.

Before you start writing a business plan, it’s crucial to figure out not only the degree of public interest in your product but also the level of competition in the market you’re going to enter.

Thanks to the preparatory analysis of your rivals and potential app users, you’ll be able to flawlessly identify your product’s objectives, advantages, and unique value proposition (UVP). This will also help you form the basis of a proper business plan.

Review your business plan annually

Steve Blank claims that a business plan is static in contrast to a business model, which is dynamic. A business plan appears to be stable by definition: that’s a document created once and rarely revised after adoption.

But in our quick-to-change world, do you believe there’s anything that could remain static? Especially in terms of business? Investopedia , for example, shares an opposite to Steve Blank’s statement: A business plan should evolve in tandem with a company’s growth.

We at Mind Studios adhere to the last approach and recommend you go through your business plan for an app at least once every year . It will allow you to respond to changes in your users’ demands and assess what goals you have achieved and which ones you still need to accomplish.

Moreover, refreshing a business plan will enable you to keep your finger on the pulse of your startup’s current and upcoming financial needs and, therefore, help you develop efficient strategies to attract investments. Consider it a dynamic document that adapts to your startup’s development path.

Why should you make a business plan for apps?

In addition to helping you get your startup off the ground, a viable business plan acts as an indicator for investors to consider it as a potential asset.

Let’s summarize the main reasons why your mobile app startup needs a business plan:

Both startups and established businesses need business plans, the content of which will depend on the company’s primary goal.

To attract partners, startup owners tend to use a business model canvas — a more flexible model of the traditional business plan. It can seamlessly adapt to the iterative nature of tech startup development, yet providing core information about a project.

However, the business model canvas for an app does not guarantee 100% success; it can only be one of the components that will help your project attract investment. A comprehensive business plan with a detailed description of your company and mobile app, justification of funds use, and coverage of all legal concerns is what can instill trust in all stakeholders of your project.

Is there a difference between a business plan for a mobile app and other software?

There are obvious distinctions between mobile applications, websites, and other software solutions. They significantly contrast in marketing approach, monetization strategy, and feature sets. As a result, business plans for these solutions will differ as well.

A traditional software development business plan might be structured similarly to a business strategy for a mobile app company. However, any document that presents the firm and its product will be distinctive in content. It is reasonable since each project is unique, with its own goals and target audience.

What does a business plan for a mobile app look like?

Your mission is to create a reliable and stable mobile application for either enterprises, individuals, or non-profit organizations. In this case, a business plan will help you pave the road to make your project profitable.

Therefore, when writing a mobile app business plan for startups, you’ll need to estimate the cost of development and commissioning as well as the timing of the return on investment in your project. Only by doing this, will you get a clear picture of your app’s viability.

One of the essential factors in writing a good startup business plan for a mobile app is delivering maximum transparency at each part. Let’s highlight what you should include in your mobile app business plan to make it serve your business in the most effective way possible.

Executive summary

Let’s start with the executive summary . It is the first and most significant part of your mobile app business plan because it’s the first thing an investor will read. The executive summary should be clear and concise, with no detailed information about how your product works. Address the situation in the market, who your target customer is, and what unique problem your application can solve.

Make your proposal unique to distinguish your company from others. In other words, create a unique value proposition (UVP). Use your imagination: consider your executive summary as a movie teaser and your investor as a spectator. Would they like to see your movie?

Specify your goals . These objectives should rely on your business analysis. Investors will examine your aims to see if they satisfy their needs. You also have to determine the ultimate goal of your exit plan . Furthermore, you should establish a list of funding requirements and the proceeds that will be used to boost the attractiveness of your company. One of the essential factors in the startup business plan for your mobile app success is ensuring maximum transparency at each stage.

Make your document convincing . To do this, ensure your product’s concept and goals are crystal clear and do not vary throughout the paper. Provide the reader with accurate data and realistic expectations about your project. Of course, don’t forget to make sure that the name of the person who created the business plan and executive summary and the names of your team members are consistent throughout the documentation.

Business description

Introduce your company in this part, beginning with corporate information and ending with your mobile app concept. This part of your startup business plan will show investors the corporate values of your company, your mission, product vision, and the fundamental factors for your startup success.

This information is vitally important for investors. For example, a technology startup accelerator Y Combinator considers getting money as by far the easiest part whereas working on ideas — the most significant part for any startup in achieving success. In most cases, Y-Combinator-like organizations make compiling a thorough business plan a prerequisite before introducing newly-formed projects to investors.

Company overview

Here you should describe your company’s:

This section should give the reader of your business plan detailed information about your startup: the official name of your company, the location of the headquarters, and its structure, namely the business entity type (LLC, corporation, etc.). Make sure to provide further details about your team, such as the number of workers, their names, job titles, and so forth.

Describe the purpose of your company and the fundamental principles that guide your business in the mission statement. After establishing your mission, outline the primary challenges and solutions your startup can offer.

Company history

Before making any business proposal, describe the history of your company, how your team formed, and how you came up with your idea. In addition, you can talk about the main stages of your company’s development and the experience that precedes the product launch.

Whether you are outsourcing app development process or you have an in-house team, it is often the most significant part of the executive summary because your app development team is the main engine of your project implementation. You should specify each person’s name, position, work experience, and responsibilities in the company. In addition, you can involve an advisory group that will help you make essential decisions. Consultants on your advisory team should have experience in the industry.

Market analysis

Information about the state of the market should be the main factor in your app idea realization. You should be aware of the present situation in your industry, have up-to-date information, and be able to generate a short-term forecast.

To conduct market analysis , you should take several steps:

• Examining existing business environment
• Defining your market research criteria
• Determining your total available market (TAM), service available market (SAM), and service obtainable market (SOM)
• Identifying your direct competitors
• Analyzing your target audience and figuring out the cost per acquisition (CPA) for your niche

No market research in the mobile app industry can be conducted without analyzing Google Play Store and Apple App Store with their ranks for top paid, top free, and top-grossing apps as well as user reviews.

Market forecasts

Forecasting is an integral component of writing a business plan for an app development startup realization.

Forecasts from reputable research firms such as Nielsen and Forrester are of interest when creating any business plan, be it a business plan for an app development, a website, or a traditional software startup business plan. To provide reliable market forecasts, you can:

• Include data on the growth of companies with solutions similar to your mobile app
• Add information on the amount of money poured into similar startups (platforms like Crunchbase or Y Combinator can help with this)
• Enrich your business plan with some forecasts on your target customer behavior

Your goal is to assess whether there’s a real market for your product, whether there are enough customers in the market, and, accordingly, whether those customers are willing to pay money for using your product.

SWOT analysis

A SWOT analysis is a strategic planning method that allows you to present a structured description of your business situation. It can be a great way to evaluate your app startup concept from four perspectives. Namely, its:

• W eaknesses
• O pportunities

It’s natural when a business has weaknesses: knowing about them will serve as a powerful driver for finding solutions and will reduce any risks your company may need to face.

Marketing strategy

An app marketing strategy is a bridge that allows your product to fall into the hands of your customers. You have to convince investors that you have such a bridge. This is an important part of the mobile app strategy.

When drawing up a mobile app marketing plan, you have to define the marketing strategies you intend to use in application promotion. Here are a few examples, along with descriptions of how they work:

Create a landing page

Creating a landing page for your mobile app will help you reach a wider audience by informing users about new features and updates. Make sure your page contains the name of the application, a description of its functionality, promotional videos, and so on.

Launch a website and blog

Launching a website is a great way to promote your application. There, you may, for example, provide more information about your company, its goals and values, and an overview of your future mobile solution.

A website blog is also a helpful thing with your app advertising. You can share news on your upcoming product and publish SEO-optimized articles for better promotion.

Social media marketing

Consider social media marketing while developing a business strategy to promote your app. Describe how you intend to use this form of advertising at various phases of your mobile solution development: before launch while attracting your audience and retaining users.

Estimate your marketing budget

You may estimate the cost of marketing services based on the market analysis you outlined in the preceding section of your business plan. Understanding the marketing budget is essential to all parties: you, the app owner, investors, and other stakeholders.

Product growth

Depending on the type of app startup, growing the user base approach differs, as does the business plan for entering different markets. For example, a massive advertising attack tends to make sense in markets where consumers understand your product or service and its usefulness.

Take, for instance, Uber , which has successfully launched extensive marketing campaigns. The company’s ads have spread globally with Uber localizing advertising for each region.

So, if you’re still working on a business strategy, think about how you’ll expand your user base in advance. This will tremendously assist you in future product growth.

Choose your product launch type

Be sure to indicate the product launch type in your business plan. There are two such types: hard and soft launch . The first one means delivering a finished product to your entire target audience. A soft launch is when you release an MVP or full version of your app, but for a limited audience.

To rightly set out this part of your business plan, you should clearly understand what kind of financing you need to move forward. Moreover, you need to express it as clearly as possible to be sure a potential investor will also understand what funding you need.

The financial model includes, as a rule, a three- to five-year forecast of all the main forecasted indicators, including profit and loss, cash flow, balance sheets, start tables, unit economics calculation as well as your app’s projected revenues and costs. Your financial document has to contain the following components to determine the actual cost and distribution of investments in the best way, with a clear explanation of each.

Startup costs/funding required

Inform your investors about estimated costs. We recommend placing reasonable estimates and leaving room for extra expenses since these numbers might fluctuate.

Designate all types of costs :

• One-time costs (e.g. relocation costs, costs for buying an office space, equipment, servers, software, licenses)
• Fixed costs: they remain unchanged regardless of whether you produce something or not (e.g. rent, insurance, lease payments, fixed salaries)
• Variable costs: costs that change according to the production volume (e.g. wages)

Monetization strategy

It is another section you need to add to your mobile app business plan. By illustrating your monetization model, you’ll demonstrate to your investors and other stakeholders that your project will be profitable and provide a return on investment with positive unit economics. It will also help you be sure that your startup will reach its break-even point.

The most common ways to monetize an application are :

• Advertising
• Charging for the application (if your business model describes a paid application, you need to convince the consumer why they have to pay and what they’re paying for)
• In-app purchases (this is a widespread mobile app business model in iOS and Android applications)
• Subscriptions (this model of monetization is quite popular and works until the user decides to cancel the subscription; in most cases, subscription apps have a free trial period)

One of our prominent projects in which we’ve helped set up a monetization strategy is Fitr. Training , a remote fitness coaching application. Our team analyzed the platform’s performance and discovered we could enhance the conversion rate.

We established a monetization model based on the collected data and customer feedback. Namely, our team launched an efficient subscription option. The results were remarkable: one out of every four coaches now uses the paid membership.

Mind Studios can also assist you in elaborating a potent monetization strategy.

Business plan example for a mobile app startup

We’d like to offer you a business plan template for a startup updated to 2023. Keep in mind that, although this mobile app business plan itself is structured according to all the rules, the calculations are entirely fictional. To complement our business plan, we also provide a mobile app marketing plan template, ensuring a strategic approach to promoting your app in the competitive market. This template includes up-to-date techniques for 2023, guiding you through effective advertising and user engagement strategies.

Download the free PDF business plan template for a mobile app here .

Writing a business plan for a mobile app startup isn’t easy. As a rule, the most challenging part of developing a business plan for a mobile app idea is writing the first page. Many people in this situation rush to find and download a free copy of another company’s business plan. They mistakenly believe that someone else’s business strategy will help them achieve their goals. But it absolutely won’t!

A business plan cannot be a cloned document. It must be one-of-a-kind reflecting your passion and enthusiasm in bringing your idea into life . A successful business plan should demonstrate that your company is viable and financially attractive. The higher the viability, the higher the investment opportunity.

If you need to compile a well-thought-out business plan to attract investments and successfully launch your app, our expert team at Mind Studios is here to help .

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• Initiate with Your Business Concept: Lay the Groundwork: Start by introducing your business idea into Plannit AI's Business Plan Generator. This first step is crucial, as it sets the tone for a tailored, insightful business plan that truly resonates with your vision. Capture the Essence: Our platform is designed to grasp the nuances of your concept, ensuring that the generated plan accurately reflects the core and potential of your business.
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• Roadmap for Success: At its core, a business plan acts as a strategic guide, providing detailed steps on how your business will achieve its objectives. It helps you navigate the startup phase, manage growth effectively, and tackle unforeseen challenges with a well-thought-out strategy.
• Securing Funding: For startups and businesses looking to expand, a business plan is crucial for securing loans or attracting investors. It demonstrates to potential financial backers that your business has a clear vision, a solid strategy for profitability, and a plan for delivering returns on their investment.
• Informed Decision-Making: A well-prepared business plan offers valuable insights into your market, competition, and potential challenges. This information is vital for making informed decisions, from day-to-day operations to long-term strategic shifts.
• Market Analysis and Strategy: It allows you to conduct an in-depth analysis of your target market, understand customer needs, and position your product or service effectively. The marketing strategy outlined in your business plan helps in identifying the best channels and tactics to reach your audience and achieve market penetration.
• Financial Planning: One of the most critical components of a business plan is the financial forecast. It outlines your funding requirements, expected revenue, profit margins, and cash flow projections. This section is essential for budgeting, financial management, and ensuring the financial viability of your business.
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You’re pumped—you just thought of the greatest business idea ever. You want to get started, but you don’t have a plan laid out. You need a loan to get your idea off the ground, and the bank wants to see an in-depth business plan. We’re here to help.

What is a business plan template?

A business plan template is a framework that helps you solidify your ideas in an organized format. Our free business plan template walks you through how to create a new business from scratch, or re-imagine your existing business in a new market.

What components are included in a business plan template?

Our business plan template covers what an organization wants to achieve within three to five years. By using our template, you’ll have a place to capture all of the major information you need in order to complete your business plan. That includes:

Company description : Information like your executive summary , your company’s mission statement and vision, and your founder’s bio. 

Product and services: A high-level overview of what your company provides, including core products or services. This may also include how your product is developed, any potential screenshots or prototypes of your product, and pricing plans.

Marketing plan: How you plan to bring your product into market at a high level. You can add information like a SWOT analysis , target market research, and brand positioning in this section.

Financial plan: Important financial information such as balance sheets, a break-even analysis, and your cash flow projections. 

Management and organization information: Information on your company’s founders, executive team, and the board of directors.

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Using Asana’s free business plan template is simple. Start by creating a new project with our free template. From there, add relevant information for your specific business plan in the sections provided in our template. If there’s more information you want to include in your business plan, you’re free to add sections, custom fields, or additional tasks to make this template fit your needs.

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Slack . Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. Go from quick questions and action items to tasks with assignees and due dates. Easily capture work so requests and to-dos don’t get lost in Slack. 

Google Workplace . Attach files directly to tasks in Asana with the Google Workplace file chooser, which is built into the Asana task pane. Easily attach any My Drive file with just a few clicks.

Gmail . With the Asana for Gmail integration, you can create Asana tasks directly from your Gmail inbox. Any tasks you create from Gmail will automatically include the context from your email, so you never miss a beat. Need to refer to an Asana task while composing an email? Instead of opening Asana, use the Asana for Gmail add-on to simply search for that task directly from your Gmail inbox. 

How do I create a business plan template? .css-i4fobf{-webkit-transition:-webkit-transform 200ms ease-in-out;transition:transform 200ms ease-in-out;-webkit-transform:rotateZ(0);-moz-transform:rotateZ(0);-ms-transform:rotateZ(0);transform:rotateZ(0);}

Instead of taking the time to create a business plan from scratch, start the process off with Asana’s free template.To further customize your template, add evergreen information about your specific business, such as your business model, company name, address, mission statement, value proposition, or target audience. Adding these details to your template lets you avoid documenting this information from scratch every time you create a new business plan.

What components should I include in a business plan template?

Business plan templates typically contain five main sections: a company description, products and services, a marketing plan, basic management and organization information, and your current financial plan.

How long should my business plan be?

Short answer—as long as you need it to be. The long answer is that your business plan should have the answers to specific questions on how your business is run, from the perspective of an investor. The goal of a business plan is to highlight your business strategy for the next three to five years. This means any important operational, financial, and strategic information should be included. 

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App Business Plan Template

Create an app business plan with venngage app business plan template..

• Design style modern
• Colors light
• Size Letter (8.5 x 11 in)
• File type PNG, PDF, PowerPoint
• Plan business

An app business plan template shows the goals and objectives of a company that creates mobile apps. It includes detailed information on the company's mission, vision, and target market. It also includes information on the app's features and how it will be marketed and sold. An app business plan template can help you get funding for your app before it is created. It is also helpful for app developers, investors, and entrepreneurs. Mobile app development can be complicated, but Venngage offers an app business plan template that will show you exactly what to include in your business plan. This app business plan template allows you to fill in the details on the left side of the spreadsheet and watch as it calculates the app development costs on the right. Create an app business plan infographic using Venngage’s app business plan infographic template. To personalize this app business plan infographic, you don't need to be a designer, have design expertise, or use any design tools. To get started with this app business plan infographic template, go to Create. In the editor, you may

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65 Free Action Plan Templates For Excel, Word, PDF, PowerPoint, and Google Docs

Last Updated on April 1, 2024 by Owen McGab Enaohwo

Featured Bonus Content: Get 65 Free Action Plan Templates! Click Here To Download It.

If you don’t want to spend years wishing you achieved your goals, you need to act on them now. The best way to do so is to have an action plan.

Having a long list of tasks to complete can be overwhelming. As you see the list grow, you may lose the motivation to do any of them. That said, if you have a step-by-step action plan that spells out your chores in achievable pieces, you can accomplish them without noticing.

Action plans assist in keeping track of your work progress. With an action plan in place, you’ll have an official start and end date, as well as an estimate of how long each step will take. You won’t have to spend mental energy each day trying to decide when and how to start. 

Also, you can use an action plan to keep track of your project budget and determine whether you need to change your time or resource estimates.

In this in-depth post, you’ll learn what an action plan is, why you need one, and how to make action plan templates on Microsoft Excel, Word, PDF, PowerPoint, and Google Docs.

We’ll also answer some frequently asked questions about action plans. Finally, we’ll give you access to 65+ free, editable, and downloadable action plan templates for Word, Excel, PowerPoint, PDF, and Google Docs.

Let’s get started.

Chapter One: What is an Action Plan and Why Do You Need One?

Chapter Two: Action Plan Templates For Excel

Chapter Three: Action Plan Templates For Word

Chapter Four: Action Plan Templates For PDF

Chapter Five: Action Plan Templates For PowerPoint

Chapter Six: Action Plan Templates for Google Docs

Chapter Seven: How to Make an Action Plan on Excel, Word, and Google Docs

Chapter eight: action plan templates frequently asked questions (faqs), chapter nine: create and manage your action plans using sweetprocess.

Every situation benefits from having an action plan. It is a simple success roadmap if used judiciously. In your job, business, or personal endeavor, a well-designed action plan will highlight what to do at every point and assist you in tracking achieved tasks. 

For instance, do you want to switch to a tech career by a specific age? An action plan helps you consider your existing qualifications, identify your existing strengths, and point you to the courses you’re going to need to take to successfully achieve this transition. You can also include the top tech organizations you’ll hopefully transition into.  

If you’re working on a project, the action plan forces you to consider the number of resources you have at your disposal, the complexity of the project or objective at hand, and the level of detail necessary when executing the project. 

What is an Action Plan?

Action plans are communication tools that simplify complex tasks and initiatives. It is an organizational strategy framework for identifying steps that you must take to achieve a goal. 

When using an action plan, you should consider and map out specific tasks to help the organization set quality standards and save costs. This enables you to avoid trial and error as much as possible. 

An action plan is a social planning tool. With it, you can document actions that serve as a symbol of a company’s or nation’s accountability. 

For instance, an action plan might be used by a city to express plans to enhance a neighborhood. This could involve plans for adding green spaces, services, living streets, and better rail service.

Why You Need an Action Plan

Many companies have a growth strategy, but nothing gets done at the end of the day. This happens because they have no action plan to follow to provide a roadmap for how and when to complete each task. 

Your action plan is a working document that makes your strategy a reality. As a result, you achieve your tasks and allocate resources to your team for efficient job implementation.

You need an action plan so you can:

• Focus on specific goals

Action plans provide you with the framework to efficiently execute specific tasks, so you complete your work without distractions. 

• Logically complete tasks

It assists you in completing your tasks in a logical order and ensures that you do not overlook or miss any essential steps. 

• Effectively delegate tasks

Action plans make it easy to determine when you need to delegate or outsource tasks. The document quickly points you to what job to outsource and how to do it. That way, you’ll save time and effort as you’re able to delegate tasks that slow your progress or do not achieve the end goal for your business. 

• Efficiently keep records 

Having an action plan lets you document the time and resources you’ll likely spend on tasks. This way, you stay motivated and ensure that you complete your job in as short a period as possible.

• Avoid procrastination

With an effective action plan, you’ll avoid procrastination. This is because an action plan provides you with a visual map that documents achievement in a structured manner. As a result, it helps you see your progress when you need to complete each job faster. 

What You Should Include in Your Action Plan

Action plans are likely to fail for two reasons: You may not take action as written on the document, or you fail to include the essential points to make the path to success clear in the action plan.

When creating an action plan, here are the specifics to include to use it efficiently.

Define your goal

You need to understand your goal before creating an effective action plan. Having this at the top of your action plan motivates you to keep moving forward.

State the actions 

Write out the step-by-step actions that are involved in doing every task. This will help you to achieve your set goals and minimize decision fatigue.

List the persons in charge 

Mention the employees who will be handling each step. This introduces accountability to your action plan and creates a sense of responsibility in the mind of stakeholders.

Timeline 

You’ll be less likely to achieve your goals if you don’t attach your set goals to a particular deadline. Having a deadline for each step keeps you on your toes to effectively deliver your tasks.

Resources 

Identify the assets you need to allocate for each step. When resources are not available, your action plan will experience a delay. Therefore, in your action plan, ensure that you include plans to acquire the necessary resources to meet your project delivery deadline. 

Potential barriers 

Be mindful of the factors that can potentially hinder the completion of each step. Considering this will force you to have mitigation strategies in place for every foreseeable problem that arises.

Track your progress

It won’t be fair to realize that your goals won’t be met at the end of your task. You should track your progress to avoid this. Not tracking each process leads to mistakes and inefficiencies, and you’ll waste time going back to fix your errors. 

Why Use an Action Plan Template?

Are you a worker who wishes to enhance your job performance, or a project manager whose task is to delegate responsibilities to team members? 

You need an action plan to help organize human and material resources. With this, you can identify a clear route to meet your objectives and confidently manage related tasks in the most effective sequence to attain your goal.

But creating an action plan from scratch could be time-consuming for you. Hence, the need for an action plan template.

Action plan templates are industry-specific, ready-made documents that you can instantly download and use. 

You need to use action plan templates because they not only help you stay motivated and track your progress toward your goals, but they also help you save time as you can adopt them very quickly.

Whether you’re working alone or with others, action plan templates guide you in all categories of your work and can be a reference for those who should be held responsible for each task. Using an action plan template helps you prevent delays and errors.

Action plan templates enable you to transform your vision into attainable objectives and tasks. 

How to Make an Effective Action Plan

To make an action plan, here are steps to consider:

Step 1: Define the problem

The first step to solving a problem is to understand what it is. By identifying the problem, you can assess the circumstances surrounding the problem and examine possible solutions.

At this point, you’ll consider all ideas and ask for feedback from your team and the parties interested in solving the problem. 

Step 2: Gather and analyze information

The next step is to gather and analyze the collected data to support or reject whether the problem exists or has a different root cause than you anticipated. 

You would figure this out by asking questions like: 

• What is the root source of the problem?
• What do others think about the situation? 

Step 3: Define and prioritize the problems

In cases where you find there are more problems than the ones you envisioned, there is a need to prioritize them so that you may focus on the most pressing issues first. 

Ask yourself the following questions to assist you in sorting the concerns:

• Which issue is likely to cause more problems?
• Which problems have the most considerable influence on the operation’s long-term financial stability?

Step 4: Write a goal statement for each solution

Now that you’ve identified the problems and gathered information associated with it, write out the goals’ statement for each solution using the S.M.A.R.T framework. Setting S.M.A.R.T. objectives or goals means the goals are specific, measurable, attainable, realistic, and timely. 

You should then look through the solutions and analyze them for difficulties. If you identify any, then find a solution as you proceed.

Step 5: Put solutions into action—the action plan

Next is to itemize the actual steps to solve the issues. 

An action plan developed this way will let you complete your tasks effectively and efficiently. It will also transform your elusive goal or strategy into a people-oriented solution. 

Then create your resulting action plan. This should answer what, when, how, where, and who.

Step 6: Evaluate your process

Walk through each action’s process. Evaluating the process is the best strategy to determine if the goal and action plan effectively resolve the issue. 

Sticking to a well-designed monitoring technique will assist you and your team in determining when the action plan requires revision.

Chapter Two: Action Plan Templates for Excel

Excel is an intuitive tool for creating an action plan template. We’ve compiled some free action plan templates for Excel below, which you can download, tweak, and use for your organization.

• Work action plan template 

Click here to download the Work Action Plan Template

The work action plan template contains a list of actions you must complete to accomplish a simple project. In addition, it has sections documenting needed resources, possible difficulties, and results. 

You can use your action plan to structure tactics and modest stages toward reaching long-term objectives. 

• Corrective action plan template

The corrective action plan template lets you spell out the steps needed to deal with an issue disrupting your organization’s operations. 

Businesses can streamline their procedures and remove errors when they use these templates. Corrective action can take numerous forms, including training, product redesigns, and other enhancements. This template enables users to make a cohesive action plan. 

• Mentoring action plan template

A mentoring action plan template identifies the mentor and mentee relationship’s actions and goals. With this template, you’ll have the themes to focus on to help your mentee define their professional goals.

• Excel sales action plan template

The Excel sales action plan template helps you plan your sales targets using the built-in flexibility of an Excel spreadsheet. This sales plan template is segmented into 12 months and divided into product lines. 

It includes columns for last year’s performance, current sales goals, and outcomes. It also lets you create a yearly sales strategy and compare statistics across products and over time.

• Maintenance action plan template

A maintenance action plan template is a document that outlines what must be done to keep assets in a facility in good working order. The information in the template will assist you in ensuring that an asset is used to its full potential. You can keep track of maintenance schedules using the estimated time column, and check and record accountability when the task is complete.

Chapter Three: Action Plan Templates for Word

Microsoft Word is one of the most straightforward tools for making an action plan template. It provides you with easy-to-use features to achieve an easy-to-read, comprehensive document.

Here are some free action plan templates for Word, which you can

download, tweak, and use for your organization.

• Project action plan template

The project action plan template provides you with a place to document the steps needed to finish a simple project or goal. In addition, it identifies the vital tasks you need to focus on to deliver your projects within timelines successfully. 

• Blank action plan template

The blank action plan template outlines a series of stages or activities that must be done to complete the work or task correctly. It helps you keep track of task accomplishments and the money and equipment needed to execute the action. 

• Sales action plan template

A sales action plan template outlines what you’ll do to meet your sales objectives, with an emphasis on the transactions and relationships you can build with clients.

Things included in this template are: 

• Who your top customer segments are
• Your revenue target
• How to structure your teams for success 
• Sample corrective action plan template

A sample corrective action plan template helps you lay out the process of prioritizing and correcting specific hazards or deficiencies in running your organization. In addition, it helps you to deal with any issue that may disrupt your workflow. 

It has sections to streamline your work process while eliminating errors.

• Startup action plan template

This startup business plan template includes the essential elements you’ll need to pitch investors and stakeholders on your business idea and strategy. 

An executive summary, a financial overview, a marketing plan, specifics on product or service offerings, and more are all included in the template.

• Personal development action plan template

The personal development action plan template provides you with an assessment for personal growth in the context of professional goals, education, relationship, or self-improvement. This is usually based on awareness, values, reflection, goal setting, and planning.

• Non-profit action plan template

A nonprofit action plan template outlines your organization’s current state and lays out a strategy for the next three to five years. It also details your objectives and plans for achieving your organizational goals. 

You need to consistently update your charity business plan to reflect your changing goals and circumstances.

• Account action plan template

The account action plan template provides your sales team with practical and effective strategies for transforming major account relationships into long-term partnerships. 

It serves as a tool for the sales team to plan and manage the account and keeps critical developments up to date for management. It’s also used to maintain control of the account’s performance.

• Basic action plan template

The basic action plan template contains sections to focus on when achieving your fundamental goals. It allows you to create action stages that you can prioritize and keep track of when completing your project while you measure progress and evaluate performance. 

• Education action plan template

An education action plan template allows you to monitor the progress of a new educator through the set objectives toward a goal of achieving professional growth. Also, it provides instructional assistance and comprehensive assessment across educational boards. 

•   Sample action plan template

This sample action plan template allows you to manage your work and complete tasks on schedule. It provides you with information such as the purpose of your plan, instructions for using it, goals, and action items. 

It also allows you to add the timeframe for completion, who is responsible, resources, potential hurdles, communication strategy, evaluation method, and so on.

•   Simple action plan template

The simple action plan template allows you to keep track of the tasks that must be accomplished daily to achieve a larger goal. You can document your objectives, task list, success criteria, timeframe, and available resources. Each page has a label where you may enter information about your firm in addition to tables and images.

Chapter Four: Action Plan Templates for PDF

You can easily create your action plan templates in PDF format. We’ve compiled 20+ free action plan templates for PDF, which you can

•  Recruitment action plan template

The recruitment action plan template helps you recruit potential partners for your company. It includes responsibilities for recruitment and appointment, and recruitment timing so that potential partners are tracked and approached on time.

• Team action plan template

The team action plan template includes sections for listing team members and keeping track of attendance at multiple planning sessions. 

It also includes all of the necessary components for producing an effective action plan for a team with a straightforward layout that makes group work more accessible. 

•   Epilepsy action plan template 

The epilepsy action plan template includes a section for healthcare providers and patients to collect data about the patient’s health. 

This template encourages healthcare practitioners to use a shared decision-making approach that allows the person with epilepsy and their family to engage as partners in all healthcare decisions in a collaborative relationship.

•   Emergency action plan template

The emergency action plan template outlines detailed procedures for dealing with any work-related situation that is likely to occur. An emergency action plan is a written strategy that specifies the proper response to several unforeseen emergencies. 

This template makes it easy to create and share emergency action plans that include names and phone numbers for emergency personnel, utility company emergency contacts, and training plans.

• Business action plan template

A business action plan template lays out the needed resources to achieve a goal, creates a timeframe for completing specific activities, and determines the resources required to achieve the business’s aim. 

This template has sections for recording required resources, future challenges, and ultimate outcomes. Successful completion of an action item may be the end outcome, or you might have discovered more actions needed during the process. 

• Incident action plan template

The incident action plan template is a written document that outlines the incident objectives and the techniques used to manage them over the operating time. 

It contains critical information on who to contact in an emergency, task assignments, resources, and safety requirements, based on the incident objectives.

• 90-day action plan template

A 90-day action plan template contains a framework for onboarding, acclimating, and educating new team members. It establishes expectations for what the person is expected to do in the first 90 days including learning and performance objectives.

A 90-day action plan template helps you set short- and long-term goals for new employees.

• Affirmative action plan template

An affirmative action plan template defines your company’s attempt to provide equitable employment opportunities and encourage employee progress regardless of gender, ethnicity, disability, or veteran status. Based on federal rules, affirmative action should be reviewed and updated at least once a year.

• Strategic action plan template

A strategic action plan template provides you with steps needed to achieve strategic actions. It allows you to mobilize the resources needed to carry out those activities to ensure timely task delivery. 

• Housekeeping action plan template

The housekeeping action plan template shows how to recruit and train housekeeping staff. It delineates the goals and objectives for training as well as the training stages. 

• Human resources action plan template

The human resource action plan template provides a continual process of systematic planning beforehand to ensure that the organization’s most important asset (quality employees) are used to their full potential. 

Human resource planning ensures that employees and jobs are a good match while preventing labor shortages or surpluses.

• Church emergency action plan template

A church emergency action plan template is a document that provides answers to all questions of what, where, when, how, and who in a church emergency event. 

The more detailed the plan is, the less valuable time will be lost in a calamity. In addition, this plan can provide information on a familiar gathering spot in an emergency, ensuring that no one is left behind.

• Physical fitness action plan template

The physical fitness action plan template allows you to complete the daily fitness routine. By completing the fitness action plan you reduce the chances of developing certain illnesses and diseases that may arise due to inactivity. Physical activity aids in the maintenance of healthy bones, muscles, joints, as well as weight management. 

• Company emergency action plan template

The company emergency action plan template documents all the critical and significant information to create a solid emergency action plan. This template comes with various headers, sections, and fields that you can modify to suit your company’s specific needs.

• Discipline action plan template

A discipline action plan template contains the information necessary to maintain a company’s or organization’s standards of behavior. In the workplace, the purpose of discipline is to correct wrong behavior step-wise and document each step in the process. 

A disciplinary action policy can shield you from legal implications while also preventing issues from impacting your staff and company. 

•   Diving emergency action plan template

The diving emergency action plan template provides explicit instructions to help uneducated witnesses contact emergency personnel and provide them with details about diving accidents.

In an emergency, processing too much information wastes time. So information that includes a scuba-specific emergency hotline, standard emergency numbers, and diving locations are essential. 

• Personal mental health action plan template

The personal mental health action plan template makes personal health goals simpler for you, although planning personal health does take time and effort. 

Still, the template emphasizes the significance of prevention while also recognizing the critical role of mental health in achieving health for all individuals.

• Early years action plan template

The preschool or early years action plan template allows you to create the school action plan for your children, making it easier for them to learn and grow. 

As a teacher, you must establish an action plan for your students to benefit both the students and yourself.

• Library action plan template

The library planning action plan templates aid institutions in addressing broader shifts in how information is sought, accessed, and consumed so that students prepare ahead for success in an increasingly data- and knowledge-based world. 

Higher education institutions can use library strategic planning to save money, control rising student fees, and meet accreditation requirements.

• Presentation action plan template

The presentation action plan template provides a blueprint to prepare slides or collections of slides that you can use for a meaningful presentation. It includes layouts, colors, fonts, effects, background styles, and content to guide your presentation.

• Gender action plan template

The gender action plan template contains a road map for gender activities that a company or organization has adopted. 

Its goal is to make institutions’ operations more gender-responsive, transformative, effective, efficient, and successful by redressing existing gender disparities and redefining women’s and men’s gender roles and relationships through gender mainstreaming guidelines.

• Church mission action plan template

A church mission action plan template provides a hopeful and optimistic glimpse into the future. It’s the church’s inspiring, long-term plan for what they’ll be able to do, who they’ll help, and how they’ll be seen in the future. 

• Wellness recovery action plan template

A wellness recovery action plan template is a framework that teaches how to make positive personal adjustments in your feelings and how you respond to life’s obstacles. 

It is a self-designed preventive and wellness planning technique based on mutuality, self-determination, and the concept that resilience, recovery, and wellness have no bounds.

• Employee action plan template

An employee action plan template contains an incorporated performance planning process that maps out the steps an employee plans in order to achieve a particular goal or objective. 

It provides a process that an organization must develop to identify and prioritize their actions and identify quick and simple changes to demonstrate to employees that it is committed to implementing an action plan in response to employee engagement feedback.

• Family emergency action plan template

The family emergency plan template is a valuable document that helps you identify each family member’s roles in an emergency and guides you and your family members to work together as a team in the event of a disaster. 

It’s an essential aspect of any preparedness strategy and may help protect people’s lives, limbs, and property before, during, and after a disaster.

• Advertising action plan template

A marketing action plan template is a crucial tool that can assist your marketing department in determining the subsequent measures to take to improve the company’s marketing procedures. 

It has both a marketing strategy and an action plan. The vision, goals, and target audience of your organization are defined in the strategic component of the design.

• Printable action plan template

The printable action plan template provides you with a solid reference point for gathering and printing actual copies of action plans without the need for any special software or device. In addition, it gives ease in writing on them and highlighting essential portions of relevant themes. 

• Internal audit corrective action plan template

The internal audit corrective action plan template helps you adhere to the step-by-step instructions to conduct the financial inspection of your company. In addition, it allows you to determine cost-saving strategies and reveal spending deficiencies.

It is the state where you can discover the answer to your financial situation’s nonconformity. The strategy aims to avoid and regulate the recurrent problem. It addresses the issue at its source and reduces the likelihood of recurrence.

Chapter Five: Action Plan Templates for PowerPoint

PowerPoint helps you visualize your action plan. Here are some free and downloadable action plan templates for PowerPoint, which you can download, tweak, and use for your organization.

• Meeting minutes action plan template

The meeting minutes action plan template contains written notes taken during a meeting. They emphasize the essential subjects debated, motions made or voted on, and activities carried out. 

You can use the meeting minute template to keep track of your project or company meetings. This easy-to-follow, step-by-step template for minutes contains a formatting style that everyone in the conference will appreciate.

• Task action plan template

A task action plan template is a document that outlines the steps necessary to achieve your goal. A solid action plan will specify all of the required procedures to attain your goal and assist in reaching your target efficiently by giving each stage in the process a start and end date. It also breaks down the goal into short, quantifiable activities, which might assist in achieving your objectives. 

• Project planning timeline

A project planning timeline template encompasses the whole duration of your project, from beginning to end, and includes the dates of each deliverable and project milestone in chronological sequence. It allows the project manager to see all the tasks in one spot, making planning easy.

Chapter Six: Action Plan Templates for Google Docs 

Google Docs helps you create action plan templates for your business

from scratch. Here are some editable and downloadable action plan

templates for Google Docs, which you can download, tweak, and use for

your organization.

• Retention action plan template

The employee retention action plan template contains an easy-to-edit format to assist with adjustments to the employer-employee contract. Using retention action plan templates makes it easy to keep your valuable human resources team . 

Some of the standard components of the retention action plan include survey and exit interview analyses, the employer’s strengths and weaknesses, the retention plan’s purpose, and finally, the exact measures to be implemented.

• Reading action plan template

The reading action plan template outlines the steps you’ll take to reach your reading objective. This involves the reading exercise, rewriting the learned concepts through the recall process, and taking meaningful notes. Maybe you need to ace an exam or teach an idea to others; the reading action plan template is a tool to achieve reading success.

• One-page action plan template

A one-page action plan template allows every organization, particularly new start-ups, to quickly develop new versions of their business plan to keep track of the most recent assumptions and strategy changes. 

Sequential planning is essential when you’re starting your business plan. List your original assumptions, and then try to validate the assumptions. Most of your premises will be incorrect, and you will need to shift course.

• Employee engagement survey action plan template

As the name implies, an employee engagement action plan template provides a strategy that necessitates deliberate action. The goal of an employee engagement action plan is to help your team members become more engaged, have a better working environment, and increase staff retention. 

An employee engagement action plan is an essential process that organizations should go through to determine the activities to improve the organization’s structure. However, you must demonstrate the changes to your staff through employee feedback and meetings.

• Work action plan template

The work action plan template is a detailed work plan template that guides you in achieving success in your initiatives. The steps of the work plan, as well as critical data, are clearly described. The template also makes it easier to focus on the most vital issues like: 

• What resources are available?
• What resources are required? 
• What are the points of resistance you must address? 
• What is your strategy for each step’s communication?
• Change management action plan template

A change management action plan template can assist you in document management including tracking document owners and responsible parties. 

You’ll need a change management strategy to thrive in business. During the control and execution stage of your change management plan, this template describes all of your duties in managing and controlling change.

•   Company action plan template

The company action plan template sets out every piece of a standard business plan to help you develop your own. It includes space for companies seeking investment to add finance information. 

• Personal action plan template

If you want to achieve your goals systematically, use the personal action plan template. A personal action plan template can influence you to achieve more productive and efficient results. 

• Sales and marketing action plan template

The sales and marketing action plan template outlines how you intend to attract, engage, and convert prospects into paying customers. The template directs marketing and sales in their day-to-day actions, assisting them in defining agreed goals, and strategies for achieving them.

• Compliance corrective action plan template

Compliance corrective action plan template includes compliance action plans to ensure that your organization and staff follow the standards you’ve set for a work environment, as well as the standards set by local and national governments. 

The contents, such as actions and tasks, must be as precise as possible so that your team members understand what needs to be done right away.

• Easy action plan template

An easy action plan template consists of a list of actions or tasks that must be accomplished to achieve the goals you’ve set. This easy action plan template will guide you to get through the disorderly situation and help you reach your goals faster. 

• Stay interview action plan template

A stay interview action plan template includes a planned conversation that a leader has with each employee to understand the precise steps that must be taken to improve the organization’s engagement and retention.

•   Rescue diver emergency action plan template

The rescue diver emergency action plan template provides potential diving accident victims the aid and guidance to help themselves and assist rescuers during response.

• 100-day action plan template 

A 100-day action plan template provides you with a structure to onboard, accommodate, and educate new team members. It outlines expectations for what the person should do in the first 100 days, including learning and performance goals.

• 30-day action plan template 

A 30-day action plan template provides you with a structure for figuring out how to onboard and educate new team members . In addition, it defines expectations for the individual in the first 30, 60, and 90 days as they learn to manage social media.

• Case management action plan template

A case management action plan template allows case managers to record, plan and execute case actions. It includes the overall administration of cases and ongoing monitoring and evaluation of service needs.

• First aid action plan template 

The first aid action plan template assists you in dealing with a health crisis. Following it helps keep a person breathing, lessen their discomfort, or mitigate the effects of an accident or unexpected sickness before the ambulance comes.

You can take first aid training so you can recognize an emergency and provide basic first aid until expert help comes.

Below are some ways to make an action plan template. 

How to Make an Action Plan in Word

Word is a popular commercial word processor created by Microsoft. It is included in the Microsoft Office productivity package and is available as a standalone application.

You can create an action plan on Microsoft Word.

Here is how to do so:

• Open your Microsoft Word application

Select a blank document on your Microsoft Word application home tab and click on create. This will create a new Word application for you.

• Insert table into the document

Next is to click on the “Insert” tab, then select “Insert Table.” Create a table of five columns and five rows.

• Type text into your table

Insert text headers: Action, Who, Due Date, Status, and Additional Action to your table. 

Then, under each header, state the action you want to achieve, who’s responsible for achieving it, the due date for completing the action, its current status, and additional tasks or actions that may arise from that task.

Below is a video tutorial that walks you through how to do this:

How to Make an Action Plan in Excel

Excel is a spreadsheet tool available as a web, mobile, and desktop application. It’s perfect for creating an action plan and similar to Google Sheets.

This is the step-by-step process for creating an action plan in Excel.

• Open an Excel spreadsheet

Open your Microsoft Excel spreadsheet and click on the “New” tab. Then double click on a blank document or click on the “Create” tab.

• Select a portion of the sheet 

Left-click, hold, and drag your cursor to the portion of the Excel spreadsheet that you want to use as your action plan.

• Give your area selection a border

After selecting, click on the icon as shown in the image below, then select “All Borders.” This will give the selected area a nice full border, making your selected area stand out from the entire spreadsheet.

As shown in the image below, type text in the headers of your table and label each as What, Who, When, Status and Comments.

Now you can fill in what your action is, who will be in charge of it, when the action should be completed, the status of the completion, and any needed comments.

This video tutorial below shows how to create an action plan on Microsoft Excel:

How to Create an Action Plan in Google Docs

Google Docs is a word processing tool that comes with Google’s free,

web-based Google Workspace suite. It’s perfect for creating an action plan template similar to Microsoft Word. Its sweet spot is that it allows you to share the document with your team easily.

This is the process for creating an action plan on Google Docs.

• Open Google Docs from Drive

Make sure that you log in to your Google accounts. Then, from Google applications, open Drive, then open Google Docs as shown in the image below. 

• Title your action plan

Give your action plan a befitting title. 

• Insert a table

Now click on Insert, then Table. 

• Type in header text

After that, type in the header text and label each, as shown in the image below.

Below is a video tutorial on how to create and share action plan templates with your team:

Here are the answers to some frequently asked questions about action plan templates.

How do I make a simple action plan?

To make a simple action plan template, you need to: 

• Determine your goals. State what you want to achieve with your action plan. 
• Write down your objectives. It will be challenging to track what you want to achieve if you don’t write it down.
• Establish a deadline. Setting a deadline is the next step.
• Make a checklist. Create a list of your actions. 

What is a good action plan template?

A good action plan template guides you to achieve your goals and objectives and evaluate your progress.

Is there an action plan app?

Yes, there are different action plan apps. Examples are the 90 Day Action Plan on Google Playstore, My Action Plan app on AppStore , and InPhase Assurance app. 

You can also use SweetProcess iOS and Android apps as an action plan software to create and manage your company’s processes, procedures, and policies.

How effective are action plans?

Action plans are effective because they make your goals clearer. They also aid in forming consensus toward a goal and foster a sense of responsibility and accountability. 

What is the main purpose of an action plan?

The main purpose of an action plan is to specify the resources you need to achieve your goals and provide a schedule for when you must perform certain activities. 

How do I write a better action plan?

To write a better action plan, you should have a clear idea of what you want to achieve, then make the objectives quantifiable. After this, download the relevant templates specified in this article and tweak them to represent your required actions.

SweetProcess helps organizations document their company’s policies, procedures, and processes.

If you want your team members to achieve their goals on time and become more productive at work, you can use our software to do so.

Here are some companies who have leveraged the power of our software to manage their employees effectively and efficiently in one place.

Spark Marketer is a marketing agency for small- and medium-sized local businesses that want to leverage digital marketing to grow their businesses. Its dedicated team works closely with companies to navigate the digital space and achieve measurable results. 

The Nashville-based company has a track record of success working with chimney businesses in the home services space. It is committed to offering its clientele a custom experience and more than essential online services. They also create marketing campaigns focused on the unique attributes of each business to generate continuous income.

One of the biggest problems Spark Marketer faced was a lack of documentation. As a result, employees depended on tribal knowledge to get things done, which resulted in disorganization in the workplace. 

“When you’re doing work to a standard, then you can measure against that standard. Before, we would have these nebulous conversations when we had to let someone go: ‘Well, we don’t feel like you’re doing the job well.’ ‘Show me where I wasn’t doing it well, and I’ll change.’ This is horrible to admit now. I’m almost ashamed to say it but you know, there was no objectivity,” said Carter Harkins, co-founder of Spark Marketer.

Then they adopted SweetProcess to foster growth . Carter and his partner were introduced to SOPs by a business consultant, and they gave it a shot using Google Docs. However, they soon began to see the importance of documentation, and as their business began to grow, they realized that Google Docs was insufficient to sustain their growth. 

Carter said, “Growth causes you to think differently. You start realizing what got us to this point will not get us to where we want to go, so it’s time to shift gears. It’s time to look for efficiencies, so I started looking for systems that would help us document our processes more easily and more uniformly, and I just literally went out and started scouring the web.”

How SweetProcess Changed the Game at Spark Marketer

SweetProcess has a reputation as a results-oriented software. Like many businesses, the team at Spark Marketer has been enjoying the benefits of the system. Carter provides more details of how the software has improved operations at his organization.

1. Simplified process documentation

Capturing the right amount of information makes the difference in business process documentation . On the other hand, your processes may not be of much help if they are overly detailed and clustered—this is often the case when you use manual tools such as Google Docs for your documentation. 

“In a Google Doc format, you’re grabbing an entire section of text and moving it up above and just trying to organize things, but with SweetProcess, it’s super simple to break things out into new tasks and reorder them so that everything flows in a much more natural way.

2. Decentralized knowledge base

Documenting business processes goes beyond writing a bunch of information. There is a need to sieve out relevant information from the shaft and make it easily accessible by team members using a knowledge base software . 

“The ability to group things into procedural or process-based groupings has been a real change for us. For example, in Google Docs, it was just turned into one folder that was shared with everybody, and nobody knew exactly how to find what they needed.”

All that time spent by employees looking for specific information for their tasks could be used better, and SweetProcess made that possible. 

“SweetProcess not only standardized the format but made it easy to create the teams that we needed so that you only see the processes that you need to see, which makes it so much easier for people to go find what they need.”

Another company, Zen Media , is a public relations (PR) firm specializing in the tech niche. Established in 2009, the Dallas-based organization captures key moments in a brand’s life and turns those moments into the talk of the town. Plus, they have a track record of offering results-driven PR services to B2B and B2C brands worldwide. 

The new generation PR agency gives brands their desired level of exposure and ensures that this translates into money. It uses various techniques to measure the performance of its PR campaigns to understand their efficiency and round up the numbers. 

When Stephanie Chavez resumed her role as the company’s chief marketing officer, she found out that they had a series of great products that catered to their client’s needs but lacked operational structure underneath this excellent performance. 

“We were always producing great products and doing a great job for our clients; that wasn’t debatable. What was debatable was the ‘how can we streamline?’ and so that was one of the first things that I noticed,” Stephanie said. 

In the absence of a central knowledge base , employees relied on tribal knowledge to get by. Little could be done when the people who knew how to perform specific tasks were indisposed, holding the organization hostage. 

“What happens if one of the employees is out or sick? Every client is a little bit different—the way we research their content topics and their hashtags and whatnot, they are all different,” she said. 

Having noticed the structural gap in the organization, Stephanie was keen on finding the right system to resolve the problem. She found her answer when she attended a marketing class organized by a friend on LinkedIn. He recommended SweetProcess as an effective tool for streamlining business operations , and she checked it out. 

“Anthony talked about SweetProcess, and I thought, well, I’m going to check that out, and it’s been really wonderful. I have each department go through it, and we have a list of all the things that they do that are repeatable each month so that I can make sure, ‘Hey, what did you put in this month? Let’s run through it and make sure it makes sense to everyone.’”

How SweetProcess Raised the Bar at Zen Media

Read on to see exactly how SweetProcess facilitated the growth at Zen Media.

1. Employee onboarding and training

Hiring more employees is necessary as a business grows, but it is a challenge for many organizations to bring new hires up to speed with the processes and procedures in place. The team at Zen Media now enjoys a seamless onboarding process thanks to SweetProcess. Rather than going through a rigorous onboarding process, they direct new employees to the standard operating procedures in the system to get all the information they need about their duties.  

“When we hire new interns or employees, I send them to a whole bunch of the SweetProcess steps that we have, and I just send in the email, link it, and say watch all these, go through these processes, and that’s the very first onboarding process.”

Employee training on SweetProcess is not a one-off. New and established team members can always go back to the system if they doubt any process or procedure.

2. Quality control and assurance 

Achieving desired results at the workplace is more feasible when team members operate on the same level and produce consistent results. Beyond creating uniformity in organizational output, quality assurance and quality control help to win customer trust and loyalty as the customers are sure to get great results repeatedly. SweetProcess has helped the company work consistently as a team rather than individually. 

“It helps from a consistency perspective because everyone might be doing something a little bit differently, and I think it’s really hard to scale. Think about McDonald’s: if everyone in every franchise were making their hamburgers a little bit different, it wouldn’t be McDonald’s because you couldn’t expect the same thing every time. So by having everyone on the same page with SweetProcess, they can have a more efficient and predictable result.”

Want to improve efficiency in your team? 

Sign up for a 14-day free trial of SweetProcess today to create

and manage action plans at your organization. The best part? You do not need to add your credit card details to use the software for free.

An action plan helps you to achieve your goals. It transforms your vision into attainable results that boost your company’s growth. It also assists you in staying focused and success hungry. 

In this post, you’ve learned what action templates are and why you must use them to speed up your workflow instead of creating from scratch.

We also showed you 65 free action plan templates which you can download, tweak, and use for your organization.

Want to choose the action plan templates that are best to use for your

company? 

Click here to download the templates relevant to your industry , and get ahead of thousands of other businesses who have to build them from scratch. 

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Free PowerPoint Strategic Planning Templates

By Courtney Patterson | May 30, 2024

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We've collected the top dynamic, editable strategic planning templates in PowerPoint for business strategists, project managers, and executives. 

Included in this article, you’ll find the following:  

• Basic strategic plan template
• 3-year strategic plan template  
• 5-year strategic plan template
• Annual strategic plan template
• Strategic plan progress review template
• Growth strategic plan template

PowerPoint Basic Strategic Plan Template

Download the Basic Strategic Plan Template for PowerPoint

When to Use This Template:  Use this template when you need to communicate a clear strategic plan on a single slide. It's perfect for startup pitches, team meetings, or any scenario that requires a straightforward, impactful presentation of your strategy. 

Notable Template Features:  This template helps small business owners and startup founders distill complex strategic concepts into a digestible, one-page format. Its streamlined design ensures that essential information is conveyed clearly and succinctly, making strategic planning accessible and actionable. 

Dive into this collection of  free strategic planning templates , where you'll find helpful frameworks to implement your strategic vision.

PowerPoint 3-Year Strategic Plan Template

Download the 3-Year Strategic Plan Template for PowerPoint

When to Use This Template:  Use this template when your business is ready to map out the next three years with specific goals and plans. It's great for use when you step into a new phase of growth and need a clear path forward. 

Notable Template Features:  This template’s straightforward layout makes it easy for midsize businesses to track their progress and adjust plans over a three-year period. Each section is designed for clarity, helping you break down goals into yearly milestones and actions. 

Explore these  free nonprofit strategic plan templates , featuring resources for crafting and executing strategic plans in the nonprofit sector.

PowerPoint 5-Year Strategic Plan Template

Download the 5-Year Strategic Plan Template for PowerPoint  

When to Use This Template:  Use this template when deciding where you want your business to be in five years. It's perfect for use when you're setting big goals, such as expanding your company or launching new products.

Notable Template Features:  This five-year strategic plan template is packed with features to help you lay out every step of your journey to success, including an easy-to-follow implementation roadmap. It also features sections for an executive summary and key objectives and initiatives, as well as detailed instructions to help users outline annual goals, actionable steps, and key performance indicators (KPIs). 

See these  free workforce planning templates for help navigating the workforce planning process.

PowerPoint Annual Strategic Plan Template

Download the Annual Strategic Plan Template for PowerPoint

When to Use This Template:  Use this template at the start of the year or any time your team needs to reset and focus on what's coming up in the next 12 months. This template can also be useful at the end of a fiscal year to evaluate progress and set new goals. 

Notable Template Features:  This template simplifies yearly planning, featuring sections for establishing distinct goals, actions, and deadlines. The visually engaging slides include space to write a detailed introduction, vision and mission statements, market analysis, SWOT analysis, year-over-year strategic focus, and more. 

Explore our detailed  guide to using strategic planning frameworks and models for a wide range of complimentary resources and advice from experts.

PowerPoint Strategic Plan Progress Review Template

Download the Strategic Plan Progress Review Template for PowerPoint    

When to Use This Template:  This template is perfect for strategy updates or project milestone assessments. It’s specifically suited for strategy officers, project managers, or team leaders aiming to provide a snapshot of progress and plan for the future. 

Notable Template Features:  This template includes easy-to-understand visual aids, such as charts and progress indicators. It enables quick identification of successes and challenges, streamlining the decision-making process so that you can keep all teams strategically aligned.

PowerPoint Growth Strategic Plan Template

Download the Growth Strategic Plan Template for PowerPoint  

When to Use This Template:  Use this template for strategic planning sessions focused on scaling your business, especially when you're eyeing new markets or aiming to boost your company's footprint. Growth strategists and business development managers will find this template particularly useful when plotting the course for expansion and revenue growth. 

Notable Template Features:  This template includes dedicated sections for mapping out market opportunities, defining growth strategies, and setting clear, measurable targets. Designed for clarity and impact, it includes visual aids such as growth trajectory charts and action plan timelines, making it a powerful tool for teams driving business expansion.

Visualize Business Goals and Strategies with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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Mobile Inspection App

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Event Registration App

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School Parent App

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Patient Management App

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Retail Inventory App

A retail inventory app is used by retail store managers and employees for keeping records of product inventory. This free Retail Inventory App allows you to easily keep track of inventory by recording product name, inventory ID, stock location, unit price, quantity, and more through a Product Inventory Information Record Form. Product entries are stored securely in a Product Inventory Table in your account, which you can sort, filter, and search from any device. You can also share and export an inventory list with just a few clicks.If you’d like to personalize your app, just use our drag-and-drop form builder to add or change form elements, choose fonts and colors, and customize your icon and splash page — no coding required. Afterwards, you can share your app with managers and employees using a link, or embed it in an internal website. Start keeping detailed product inventory records with this customizable Retail Inventory app from Jotform.

Doctor Appointment App

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Barber Shop App

As a barber, you want to focus on your clients’ hair, not on booking appointments — so simplify the process for everyone with this Barbershop App! This free app template is ready to use and includes forms so you can schedule appointments and sell barber shop products online directly from your store. Customers can also fill out and update their profile, as well as write testimonials that you can display on your splash page. Your app can be easily accessed and downloaded to any smartphone, tablet, or computer for future use.This Barbershop App can be fully customized to match the branding of your barbershop. Our drag-and-drop interface allows you to add forms, upload logos and images, change fonts and colors, and more — no coding required. Once you’re satisfied with the look and have set the app up to sell your barbershop products online, simply share the link to your website or social media and start booking hair appointments today with this free and fully customizable Barbershop App!

Tutoring App

A tutoring app is used by tutoring agencies for hiring tutors and scheduling appointments with students. This free Tutoring App includes a Tutor Request Form for students to fill out general contact information and specify their area of study, and a Tutor Appointment Form for scheduling appointments once a tutor has been assigned. There is also a Tutor Application Form for hiring new tutors, as well as an E-Learning Session Feedback Form where students can rate a tutor’s performance.Want to customize your app to match your agency’s branding? Jotform’s drag-and-drop interface makes it easy to add or swap out form elements, upload your logo, personalize your splash page, and more — no coding required. Share your app with a link and students can access and download it on any smartphone, tablet, or desktop. Help connect students with tutors in no time with this fully-customizable Tutoring App.

Employee Absence Tracking App

An employee absence tracking app is used by employees to request time off and track absences. With this free app from Jotform, employers, managers, or HR professionals can receive and track employee leave requests from any device! All submissions through the time off request form are easy to access in Jotform Tables as a spreadsheet, calendar, or cards.Make changes to this Employee Absence Tracking App by adding multiple forms for different types of leave requests, choosing a new splash screen or icon, and including important information that would be helpful for your employees. You can then share the app with employees to download onto their smartphone or computer and fill out instantly. Save time with a more seamless way to manage absences with this free Employee Absence Tracking App.

Online Cinema App

An online cinema app is used by movie theaters to allow customers to purchase tickets and watch movie trailers from any smartphone, tablet, or desktop computer. Jotform’s Online Cinema App is the perfect way to create an all-in-one app for processing online ticket sales ahead of time to gauge audience attendance numbers. Ticket sales are instantly stored in your secure Jotform app for ease of use. Make this app template your own with Jotform’s intuitive app builder. No coding knowledge is required — just drag and drop to add or change form elements, choose fonts and colors, upload your branding, attach movie posters, and more. You can also choose from 30+ of Jotform’s popular payment gateways to process tickets directly from your app. When you’re finished, share your app by posting the app link on your website or social media, or generate a QR code to affix to the outside of your theater. Create a custom theater portal and start selling movie tickets online with this free Online Cinema App that works on any device.

Sales Order App

This Sales Order App provides one convenient location for your customers to place and cancel sales orders. From this readymade app, customers can fill out account and shipping information, choose item and quantity numbers, and pay for their orders by card or PayPal. There is also a separate form for leaving feedback, and you can share testimonials on your splash page. Customers can access and download your app to their smartphone, tablet, or desktop computer for future use.Want to change the look of your Sales Order App? Our drag-and-drop interface makes customization a snap! With a few clicks, you can add forms, choose fonts and colors, upload your own logo, update the app icon and splash page, and more — no coding necessary. Once you’re satisfied with your app’s design, simply share a link with your customers and they can start making orders from any device. Simplify your ordering process with this free Sales Order App!

Touring App

Wondering how to sell tour packages online? A touring app is used by travel agencies to facilitate bookings and reservations for travelers. With this Touring App, customers can book hotel rooms using a Book a Room Form, make flight reservations with a Flight Reservation Form, and request car service pickup with an Online Booking Form — all from one convenient app. Submissions are instantly synced to your secure Jotform account, where they can be accessed from any device.Need to customize this app template to match your travel agency’s branding? No coding required — just use our drag-and-drop form builder to add or swap out form elements, choose fonts and colors, upload your logo, and more. You can also enrich your splash screen and individual form pages with photos of hotel rooms and travel destinations. After you’re done, share your app with a link or embed it in your website, and customers can download it on any smartphone, tablet, or desktop. Make planning a trip a breeze and sell tour packages online with this readymade Touring App from Jotform.

Beauty Studio App

Whether your salon focuses on hair, nail, or skin treatments, create the perfect app without any coding with our free Beauty Studio App. You can embed your online forms, attach documents and links, upload images and branding, and more to create a fully-customized app for your beauty studio. Your app can be opened on any smartphone, tablet, or desktop, and users can even choose to install it on their device for quick and easy appointments.This ready-to-use Beauty Studio App comes with appointment forms for eyelash extension, microblading, and waxing, but you can easily change the forms to better suit your needs. No coding necessary — just use our drag-and-drop interface to add forms, update app settings, and customize your app name, icon, and splash screen. Share all of your forms at once and book appointments with ease with a fully-custom Beauty Studio App for your salon!

Catering App

Need to find out how to sell catering items online? A catering app allows customers to quickly and easily hire caterers and order food for their events. Get a headstart creating an app for your own catering company with our free Catering App. This pre-made template includes a menu and order form for customers to access from their smartphone, tablet, or computer. Customers can easily place their orders from any device, and you’ll receive submissions instantly in your secure Jotform account.Customize your Catering App in just a couple of clicks with our no-code app builder. Simply drag and drop to add more forms, update text, upload images, embed links, and change app settings. When it’s ready, embed the app link in your website or share it on social media to start receiving orders from customers. Take your catering business to the next level and sell catering items online with a professional Catering App.

Musician Instagram Bio Link App

Wondering how to sell music online through Instagram? Add ordering links, forms, and more to your Instagram bio with a free Musician Instagram Bio Link App from Jotform. Whether you want to list upcoming concerts, collect orders for your merch store, or share album releases or other announcements, do it in a free downloadable app that followers can access in a single click. All orders and submissions through your Musician Instagram Bio Link App, and forms are stored in your secure Jotform account, ready to view on any device.Need to customize this app template? Add order forms for concert tickets, merch, or to sell music online, links to your website, or other app elements like images, documents, or text boxes at the touch of a button with our drag-and-drop builder. No coding knowledge necessary. Once your Musician Instagram Bio Link App is ready to go, add it to the bio of your music page to give your followers an easy way to access all of your important links at once.

Church Donation App

No matter what type of church you run, create your own online application with our free Church Donation App! You can share all your church forms — such as donation forms, contact forms, prayer request forms, and more — through your app, making it easier to stay connected with your community. Current and new members of your church can open the app from any smartphone, tablet, or computer and even download it for future use.Want to customize this Church Donation App to better represent your church? Your prayers have been answered — using our drag-and-drop builder, you can easily make this ready-made template your own! Feel free to create and add new forms, update the app name and icon, change the background image or splash page, embed links, and much more. When it’s ready, share your app with members of your church via link. Keep in touch with members of your church on the go with a custom Church Donation App for your congregation.

Employee App

An employee app allows employees to access important company information and submit their own data from any device. Create an employee portal for your company with Jotform’s free Employee App. This ready-to-use template includes multiple forms such as employee referral forms, leave request forms, meeting reservation forms, COVID-19 screening forms, expense reimbursement forms, and more. Using the app, employees can access and fill out any of the included forms from any smartphone, tablet, laptop, or desktop.Customize your Employee App to match your company in just a few clicks. With our drag-and-drop builder, you can easily add as many forms, links, documents, buttons, pages, and other app elements as you need. Plus, you can update fonts and colors, upload logos, and change the app icon and name to better represent your company. Share your app with employees to download onto their own devices by sending email invites or the app link. Keep important company forms all in one secure, easily-accessible Employee App!

Employee Travel Management App

An employee travel management app is used by HR departments for managing employee travel requests. With this readymade Employee Travel Management App, employees can request personal time off for vacation, or seek authorization for company-related business travel. Data from both forms automatically syncs to a color-coded Travel Tracker spreadsheet in your secure Jotform account, so you can easily keep track of employee travel type, business expenses, and time off start and stop dates.Want to customize this app template to match your company’s branding? You don’t need any design or coding experience — just use our drag-and-drop app builder to add or change form elements, edit form text and fields, upload your logo, include documents and external links, and more. When you’re done, share the app with employees by sending email invites or embedding a link in an internal-use company portal, and employees can start filling out forms from any smartphone, tablet, or computer. Create a custom all-in-one Employee Travel Management App to track employee travel details with this free app template from Jotform.

Daily Office Cleaning Checklist App

No matter what kind of business you run, keep offices and shared workspaces clean with our free Daily Office Cleaning Checklist App. This ready-made app comes with a Daily Office Cleaning Checklist form that you and your employees can fill out from any smartphone, tablet, or computer. Submissions will be received instantly and stored in your Jotform account.Customize your Daily Office Cleaning Checklist App in just a few clicks. Our drag-and-drop interface is easy enough for anyone to use, so you can add forms, tables, links, images, text, and more. Once it’s ready to use, share your app with others by sending them the app link or adding it to your internal company site. Ensure that your office’s cleaning requirements are met every day with an easily-accessible Daily Office Cleaning Checklist App for your business.

Real Estate App

Discover how to sell real estate online with Jotform. A real estate app is used by a real estate agent or agency to list properties, collect applications, and schedule showings from any device. Get a head start building your own app with our free Real Estate App Template. This premade app comes with property listing forms and inquiry forms that you can share in one place. Submissions will be received quickly, stored and ready to view from your easily-accessible Jotform account. Make this Real Estate App your own by customizing it in just a few clicks. Without any coding, you can add forms, links, photos, contact information, and logos to give your app a unique design. Once it’s ready, your app can be shared on your website and downloaded onto any smartphone, tablet, or desktop computer. Manage your real estate properties on the go and sell real estate online with a fully-customizable Real Estate App for your agency.

Client Management App

Looking for a way to manage clients without relying on expensive CRM software? Our free Client Management App is just the tool your team needs for tracking all your company’s relationships and interactions with clients. This customizable app shares all your forms at once, so you can register new clients, access your CRM database, log tasks, generate reports, and collect feedback all in one place. Customize your Client Management App to meet your company requirements. No coding necessary — just drag and drop to add or delete forms, embed links to your spreadsheets or other sites, change text and images, and even update your app icon and name to match your branding. When your app is ready to use, send the link to teammates to open and download on any smartphone, tablet, or computer. Increase customer loyalty and retention for your company with a custom Client Management App as your go-to CRM tool!

Work Zone Safety App

A work zone safety app is used by occupational health and safety (OHS) inspectors to keep track of work zone safety inspections. With Jotform’s free Work Zone Safety App, you can track attendance, analyze job hazards, assess PPE, and perform other important tasks straight from your mobile device — no messy paperwork required. Submissions are securely stored in your Safety Meeting Sign In Sheet and easy to access on any computer, tablet, or smartphone.If you’d like to customize this app template by adding new forms, uploading your logo, choosing new fonts and colors, or changing the splash screen, do it fast with our drag-and-drop builder. Your custom app can then be shared with employees and downloaded directly onto their devices for easy access whenever they need it. Speed up the way your company conducts safety checks with a free Work Zone Safety App.

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