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Making a Risk Management Plan for Your Business
It’s impossible to eliminate all business risk. Therefore, it’s essential for having a plan for its management. You’ll be developing one covering compliance, environmental, financial, operational and reputation risk management. These guidelines are for making a risk management plan for your business.
Developing Your Executive Summary
When you start the risk management plan with an executive summary, you’re breaking apart what it will be compromised of into easy to understand chunks. Even though this summary is the project’s high-level overview, the goal is describing the risk management plan’s approach and scope. In doing so, you’re informing all stakeholders regarding what to expect when they’re reviewing these plans so that they can set their expectations appropriately.
Who Are the Stakeholders and What Potential Problems Need Identifying?
During this phase of making the risk management plan, you’re going to need to have a team meeting. Every member of the team must be vocal regarding what they believe could be potential problems or risks. Stakeholders should also be involved in this meeting as well to help you collect ideas regarding what could become a potential risk. All who are participating should look at past projects, what went wrong, what is going wrong in current projects and what everyone hopes to achieve from what they learned from these experiences. During this session, you’ll be creating a sample risk management plan that begins to outline risk management standards and risk management strategies.
Evaluate the Potential Risks Identified
A myriad of internal and external sources can pose as risks including commercial, management and technical, for example. When you’re identifying what these potential risks are and have your list complete, the next step is organizing it according to importance and likelihood. Categorize each risk according to how it could impact your project. For example, does the risk threaten to throw off timelines or budgets? Using a risk breakdown structure is an effective way to help ensure all potential risks are effectively categorized and considered. Use of this risk management plan template keeps everything organized and paints a clear picture of everything you’re identifying.
Assign Ownership and Create Responses
It’s essential to ensure a team member is overseeing each potential risk. That way, they can jump into action should an issue occur. Those who are assigned a risk, as well as the project manager, should work as a team to develop responses before problems arise. That way, if there are issues, the person overseeing the risk can refer to the response that was predetermined.
Have a System for Monitoring
Having effective risk management companies plans includes having a system for monitoring. It’s not wise to develop a security risk management or compliance risk management plan, for example, without having a system for monitoring. What this means is there’s a system for monitoring in place to ensure risk doesn’t occur until the project is finished. In doing so, you’re ensuring no new risks will potentially surface. If one does, like during the IT risk management process, for example, your team will know how to react.
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7 Notion Business Plan Templates For 2023
The days of Microsoft and Google suite are fast falling behind us—instead, many businesses are choosing to plan and run their operations in Notion. This is exciting; as a tool, Notion gives you far more flexibility to plan, implement and assess your business, all in one place. Starting from a Notion business plan template (or from scratch) lets you link various workspaces, business areas, goals, tasks, documents and databases—in ways that used to require 3 or 4 or 5 tools previously.
The downside is, the ecosystem around Notion for businesses is still in its infancy. Where you’ll find literally thousands of Microsoft Word, Powerpoint and Excel templates for most business frameworks—the Notion template space is still on the up and up.
In this post, I’ll outline 7 Notion business planning templates you can use to help you:
- Set clear objectives, plan key projects and track progress;
- Stay on top of client projects;
- Brainstorm, plan and write content campaigns;
- Manage your finances in Notion;
- Understand your ideal personas;
- Plan and create digital products; and
- Consolidate it all in one single template.
Let’s get into the list.
1. Landmark OS
Landmark OS is a clean and powerful setup that lets you store all your business systems in one single Notion workspace. One of the main issues with using Notion for business (whether those be full-time or side hustles) is the sheer number of pages and workspaces that need to be organized and linked together.
This template lets you store everything in one simple side navigation, using toggle lists to clear up space and keep the menu tidy and minimal. Everything in Landmark OS is sorted into a few simple categories:
- Key Activities (for daily and weekly planning, projects & goals);
- Marketing (to store all your distribution channels and content);
- Interactions (contacts, pipelines and user journey planning);
- Revenue model (fine tune your offerings, products and revenue streams);
- Performance (to keep track of how you're doing);
- Systems (for checklists and workflows); and
- Notes & research
If you're a freelancer, small business owner or starting a new project of your own--I'd highly recommend taking a look at Landmark OS to be your business' base hub.
2. Freelancer OS
If your business is client-facing, or you work as a freelancer or contractor, there are countless business areas to stay on top of. Planning them all out in a written word doc can be helpful--but at the end of the day, it isn't going to help you stay on top of all the things that need doing.
To help you stay on top of your client projects, the Freelancer OS Notion template lets you create a separate workspace and track all your clients. You can add notes on project briefs, set deadlines for tasks, upload files and update statuses—all from one central hub.
It includes a contacts database, projects timelines, client portals, financials dashboard and a prospecting pipeline to help you develop your leads over time. For freelancers using Notion to stay on top of things, you can learn more about the Freelancer OS here .
3. Content Planner 2.0
If your business runs online, chances are content should be a significant piece of the plan. Whether you’re planning a content calendar, writing blog posts or creating ebooks, th can help you stay on top of your various channels.
Whether you’re creating content for social media or email marketing campaigns, this template will help you plan out each piece of content, set deadlines and track the status of every item.
There's also an analytics section to help you get a quick overview of how your website content is performing.
4. Notion Budget & Finances Hub
Staying on top of your money has typically been a job for spreadsheets and physical notebooks. Spreadsheets are, however much you try to spruce them up and make them pretty, rather dull and boring creations. Enter: Notion.
This Budgeting & Finances Hub makes full use of colored boards and grouped tables to help you quickly (and visually) breakdown common spending and earning groups. You can see your expenses grouped by category, break them down by status, and even view upcoming items in a calendar view.
While it's packed with formulas and filtered dashboards, this system feels lean and simple with just 5 main pages to navigate, and a simple way to archive past items.
If you're planning your finances and budget in Notion , you'll want to give this one a closer look.
5. User Persona Template
If you’re not quite sure who your ideal customer is, this template will help you figure it out. With sections for both buyer persona profiles and market research, you can develop a clear understanding of who you’re selling to, as well as any relevant insights you may need for future marketing or product development efforts.
List demographics, like age, city and industry, but also dive into the finer details of user pain points, blind spots, online behaviors and psychographic profiles.
6. Notion CRM 2.0
Whether it's managing personal relationships or work contacts, one of the fastest ways to build your very first app-like workspace in Notion is by creating a CRM. A CRM is just a marketing acronym of 'Customer Relationships Management'; but it really just refers to any system to help you keep track of your contacts, the people you know and those you're trying to get in touch with.
This Notion CRM setup lets you go a bit further than just store contacts in a database though. With it, you can create focused segments, lists and pipelines--letting you get very specific about your network.
There's also a section for Meetings; if you're using this for more personal catch-ups and coffees, you can use this calendar to schedule live events, video calls or hang-outs.
A very clean and minimal setup that packs a punch with many of Notion's advanced features--if you're managing your contacts and network in Notion, give this one a try :)
7. Agency OS
.png "notion template for business plan")
Featured in Notion's official template gallery, this Agency OS template system is intended for small digital marketing, SEO or creative agency teams; to help you plan campaigns, manage client portals and much much more.
Writing out a 50 page business plan used to be standard practice--in 2022, however, the more dynamic and iterative your business plan can be, the better.
Notion templates let you leverage Notion's powerful features, without needing to start from scratch. Get started with 85+ Notion business planning templates with a Landmark account , and start planning your business better in Notion, today.
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35 Business and Startups Notion Templates
Last Updated on February 1, 2023 by Mr.Pugo
30 Business and Startups Notion Templates : Business management is crucial for every business to be successful. You need to keep track of time and resources, which can be challenging if you are using a simple spreadsheet. These free and paid notion templates will help you keep things organized, process records, and save time when working on the company’s issues.
We’ve gathered some of the most useful free and paid notion templates for startups and businesses that help founders and entrepreneurs to manage their teams, marketing, products, and anything else in their businesses easier.
If you are a founder that uses Notion or if you just want to start with Notion to keep everything organized and manage your business, then you need to check these business notion templates out.
In this post, I will be sharing 30 of the best and most useful notion templates for work, business, and founder and entrepreneur. You can browse this list of business notion templates and click on their links and duplicate and start using them for your own business.
Table of Contents
Startup and Business Notion Templates:
Business hub.
Your Business Hub, ENTIRELY in Notion.
One place for Everything in your Business.
Tired of cobbling together multiple apps to form your Business? Me too. Business Hub lets you capture and organize everything inside of Notion – turning it into an all-in-one workspace.
Business Hub is the most advanced business & startup Notion template that helps you manage every aspect of your SaaS product, Digital product, Startup, and in general your online business.
What’s Inside:
- Brand strategy dashboard
- Brand Identity dashboard
- Product management dashboard
- User research dashboard
- Marketing management
- Marketing strategy dashboard
- Market research dashboard
- Plans & Goals dashboard
- Company objectives
- Briefs management dashboard
- KPI management dashboard
- Sprints & Retrospective dashboard
- Financial accounting dashboard
- Tips, guides, and articles to help you get started.
1. Codecademy’s external resources organizer Notion Template
Use this template to log all the books, videos, courses, and other resources that you want to save. Quickly access frequently used tools and docs, plus stay on top of interesting research and articles.
2. YC application Notion Template
Template for the Y Combinator application form, so you can plan your application, collaborate with others and send to previous founders and mentors for a quick review before submitting.
3. Co-founder matching Notion Template
This templates provides resources and step-by-step instructions for startup founders to find a founding team. Start by helping founders understand why and what kind of co-founder they’ll need using an interview CRM template, then use equity calculator to provide guidelines for founders in equity splitting discussions.
4. Amplitude’s feature engagement Notion Template
5. Business Model Canvas for Notion
The Business Model Canvas splits a business model into 9 areas and invites you to brainstorm how your business will capitalize on each. Whether you’re starting up a new business or trying to understand an existing one, the Business Model Canvas will help you map it out.
6. Notion Enterprise OS
7. Develop & launch an app Notion Template
The purpose of the template is to show you how to make the most of Notion’s timeline view to develop and launch products. You can use this structure to manage any project that has stages, steps or sub-tasks.
8. Sales wiki Notion Template
Keep all of your sales documentation and projects in one place. Just replace this sample content with your own.
9. Deel’s press release brief Notion Template
Deel has transformed the way companies hire, pay and manage contractors and employees in over 150 countries. They use Notion as a single source of truth across the entire company. Their Comms team built this template to stay on top of tight PR deadlines and drive clarity around what needs to be done.
10. Ultimate Tools & Resources Notion Template
118 tools and resources to help you design better and faster for your business. Colors tools, Icons resources, Fonts, Illustrations, PNG Images, Stock Photos, Logo resources and logo makers, 3D elements, Brushes, Graphic elements, Design tools, Design markets to sell or buy graphic stuff, Prototyping tools, Presentation tools to help you create your amazing pitch deck, etc.
11. Harmonic.ai’s roadmap Notion Template
As a fast moving startup, Harmonic uses Notion to keep track of projects and timelines. As part of our webinar series, we had Notion expert Marie Poulin live-critique Harmonic’s project database and improve it on the fly. Use their template to stay on top of deadlines and track project work across your entire team.
12. Edlyft’s product-market fit system Notion Template
Edlyft is a personalized tutoring platform for STEM students. They use Notion to optimize their product-market fit process. Use their template to run tests consistently and get results fast.
13. Product spec Notion Template
A Product Requirement Document (PRD) or Product Spec designed for product managers in tech. It allows you to easily build a spec and track pain points, users and personas, implementation plan and success criteria. I built this template because I was frustrated by how hard it is to keep track of all the relevant parts of a PRD in more conventional tools – the main upside of building Specs in Notion is that it allows you to keep a clean high-level overview, while linking the more detailed pieces in.
14. Notion’s editorial calendar Notion Template
Usually marketing teams have separate tools for planning and writing content. At Notion, we do all of that in one database. Using a calendar view, we can see our monthly publishing schedule and move pieces around to avoid traffic jams. That way, everyone in the company knows there’s only one place to look for any editorial project.
15. Fundraising tracker Notion Template
Accidentally emailing an investor you’ve already pitched, or showing up to a meeting unprepared is like the real-life version of that dream where you show up to a class in your underwear. So use this template as one place where you can track every contact and your communication history.
16. Beta launch Notion Template
This is Notion’s real launch template, giving any project a home base where you can collect all the context, create relevant docs, and track tasks across many people and teams toward a final, shared result. Highly recommended for any launch collaboration.
17. Notion’s startup OS Notion Template
We know early-stage startups don’t have much time to build key fundraising, team operations, and sales processes out from scratch.
So we put together this startup OS to help you get set up in minutes with pre-built templates. They’re based on learnings from hundreds of startups who’ve nabbed their first hundred customers and raised from the likes of Y Combinator, First Round, Sequoia, and Index.
18. Vision to values Notion Template
Vision to Values is a framework developed by Jeff Weiner, Executive Chairman of LinkedIn and Founding Partner of Next Play Ventures. It helps you clearly and efficiently codify your company’s purpose, approach, and ethos.
19. Notion’s people directory Notion Template
We call our employee directory a “people directory” — because it’s all about the people. Instead of using a separate HR tool, we use a database in Notion with custom properties (birthday, office pets, etc.) to give every teammate space to show off their personalities. You can also view the table by team or sort by date joined.
20. Cron’s job postings Notion Template
Cron is revolutionizing the way we use calendars by making it more efficient and joyful. As a fast growing startup, they use Notion to host and edit all of their public job postings. Use their template to have a dynamic jobs board that reduces unnecessary repetition and increases your time for productivity.
21. GRID’s startup runway calculator Notion Template
GRID makes spreadsheet data easy to understand and leverage, so your team can move fast and get more done than you ever imagined. They made this startup runway calculator to help startups forecast, budget, strategize and seek funds. Ditch the static spreadsheets and link directly to your GRID data models!
22. Amplitude’s A/B test Notion Template
Amplitude is the leading digital optimization system. They provide insight to adapt experiences to each customer and gives teams a common lens into data. Avoid context switching and link directly to your Amplitude charts and data! Use this template to have a context driven A/B test and close the loop between data, insight and action.
23. Branch’s engineering roadmap Notion Template
24. Freelance & company dashboard Notion Template
Manage projects per company with a centralized database for all information, and use the linked tasks database to stay on top of each project’s progress. Create automated invoices with tax per company, and have a complete balance between invoices, expenses, and income.
25. Sales OS Notion Template
Sales OS will help you manage your contacts, orders, products, and more in the same system. Track your sales revenue on a weekly basis, manage your documentation process, and lear how to integrate this system with the most used sales tools.
26. Funding OS Notion Template
Funding OS is a tool that helps founders to acquire and manage fundraising. It works like a CRM but also covers requirements to fundraising. I created it based on my five years of experience working with business owners and supporting them in their funding rounds.
27. Customer journey mapping Notion Template
Customer journey maps are an essential piece of any marketing or product strategy, but trying to fit all the subtle (and critical) details into a 5×5 grid just isn’t viable.
28. Sales assets Notion Template
Always use the best demo, white paper, video, etc. for every meeting. Upload any type of file to Notion for instant access and version control.
29. Pitch’s sales deal room Notion Template
A deal room is your private space to organize pitch decks, manage a list of leads and deals, and store proposals and contracts. This template will help you track all sales prospects in one place and ensure you’re focused on the deals that matter the most.
30. ROI calculator Notion Template
Understand how valuable a product, campaign, or project has been by calculating its relative return on investment.
This template is designed to weigh other factors beyond monetary investment and earnings as well, so you can make nuanced decisions about where to continue or how to iterate.
31. Notion’s sales weekly digest Notion Template
Here at Notion, our sales team uses this weekly digest to keep everyone up to date with the latest metrics, product updates, upcoming events and more! We build consistency by using the database template feature and filling out the action items with weekly to-do’s. Use this template to host your weekly sales sync and make complex collaboration effortless and enjoyable.
32. Notion’s all accounts template Notion Template
33. Traction channels Notion Template
We use this template as a system to instantly score and prioritize any marketing idea we have for our clients. Business owners and marketers can use it to focus on the strategies that are most likely to bring them a return on their effort while minimizing costs and increasing impact.
34. SWOT Analysis Template for Notion
A SWOT analysis is designed for strategic thinking: It’s to help you understand where your business is and where you need to go next. Use this template when you’re considering the big picture, like how to best launch a product, what features would best serve your customers, or how you can find new clients.
35. Product Value Proposition Canvas for Notion
Free product value proposition canvas template for notion.
If you really care about your customers and really want to understand them, then the value proposition canvas is a tool that will transform how you innovate and market your business.
Understanding why customers buy is at the heart of the value proposition canvas.
If you need Free Personal Notion Templates , then check out this post:
Free Notion Templates for Personal Use
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15+ Startup & Business Notion Templates [2023]
Business & Startup Notion Templates
This is a collection of my favorite business templates for Notion.
Notion Business Hub
Tired of cobbling together multiple apps to form your Business? Me too. Business Hub lets you capture and organize everything inside of Notion - turning it into an all-in-one workspace.
Business Hub is the most advanced business & startup Notion template that helps you manage every aspect of your SaaS product, Digital product, Startup, and in general your online business.
Startup OS is the fastest, easiest, and most organized way to plan, launch and grow your startup using Notion.
Get the Startup OS today.
Notion Startup Templates Bundle
50+ ready-to-use templates to launch & grow your business.
This bundle includes: 💡 Idea & Validation templates for value propositions, ideas to MVP, and business model planning. ⛰️ Strategy templates for SWOT analysis, mission vission and values, OKRs, and more. ⚙️ Operations templates for daily stand-ups, weekly retros, and 1:1s 💸 Fundraising & Investor templates, including pitch decks 📣 Marketing & Sales templates for PR, sales, social media, Product Hunt launches. 📦 Product templates for user research, a/b testing, go-to-market plans 💻 Tech templates for website launches and issue trackers. 🔢 Finance templates for invoicing, expenses, budgets, and P&Ls ☎️ Customer Experience for Internal FAQs and Help Center 📊 Data & Analytics including a Data Dictionary and Tracking Links 🤝 HR templates for Applicant tracking, Employee Database, Job Boards, and more.
Grab the bundle at the link below.
CRM + Invoice Notion Tracker
With this Notion template, managing your customer relationships and tracking your invoices has never been easier.
Try our template today and see the difference it can make in your business!
Life OS: The All-in-One Notion Template
With over 25+ interconnected templates included and a live and dynamic homepage dashboard – this is the only template you’ll need to centralize everything in your life.
Learn more and grab the Life OS below.
Notion Small Business Kit
Your ultimate guide and management tool to help you start and manage your small business.
This guide will help you to start/manage your entire small business.
Notion Enterprise OS
Author : Notionise
🏦 Company Wiki
📢 marketing & strategy, 💰 financials, 🎁 bonus content:.
Try it today.
Benchmarking Analysis Template
A Notion database set that helps solopreneurs, entrepreneurs, StartUps, and SEMs to implement benchmarking analysis.
Databases included:
Get the Benchmarking Analysis template today.
Notion Side Hustle OS Template
The Notion Side Hustle OS template is like a starter kit that helps you find ideas and manage all your side hustle daily things in one place. With this template, you’ll have a nice and productive system to manage and grow your side hustle.
Also, an access to lists of the best tools and links. This whole Notion Side Hustle OS will be the one-time purchase that brings you clarity and actionable steps to your side hustle growth.
Notion Freelancer Template Pack
More than 40+ ready to use templates for your freelance business
With this pack, you can manage your entire freelance business from one place and feel in control of having the right system.
Notion Enterprise OS #2
Notion ecommerce business template.
When you are at the beginning of your e-commerce business journey your time and productivity are really important.
Customer Journey Map Dashboard
What’s inside?
Get the Customer Journey Map template today.
Notion Business School: Build $4000+/month in passive income
After reading this guide, you’ll have familiarized yourself with the essential knowledge to help you build, launch and sell Notion templates consistently to create passive income for yourself just as I did to generate more than $20,000+ in revenue in 10 months:
And you can too.
Notion OKR Template
Author: Easlo
Notion Business Plan Workspace
Get the Notion Business Plan Workspace today.
Airbnb + Property Rental Dashboard
Author : Go Limitless
Airbnb Super Pack
With this Notion Template you’ll only have to pay once, you can manage unlimited rentals and you’ll obtain an all-in-one management space. Save time, save money and guarantee your guests the best Airbnb experience.
Top 5 Free Notion Business Plan Templates
As it allows you to create documents, checklists, and tables, as well as collaborate with other stakeholders for planning, Notion can be invaluable in formulating your business plan.
In this blog post, I’ll be presenting you some of the most effective templates for business planning.
Creating a business plan forces you to think of all the important issues before the actual launch of your business without being a victim of shiny object syndrome.
Before starting any project, it is vital that you are aware of your priorities and take the time to plan accordingly.
Planning your business well will help you get things done faster.
You'll know how to properly distribute your time and who to call when facing a problem, as well as setting benchmarks towards which you can grow.
Externalizing your ideas matters.
It helps you properly heed - “Begin with the end in mind”.
The below Notion templates are aimed at people who want to:
- Create business plans for their own internal use
- Create business plans to impress the VCs.
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The Best Notion Business Templates (Small Business & More)
Anyone who runs their own business knows that you need to wear many, many hats – and anything that can streamline tasks and organize the many goings-on is welcomed anytime.
Oversee and manage your business all in one place with a robust Notion template made just for small businesses, entrepreneurs, startups, and more! These templates give you everything you need to create, maintain, and scale your budding business.
To help you pick the right one, we’ve curated the best small business Notion templates and dashboards that you should be using to run your company.
Are you a freelancer running your own company? Check out our curated list of the best Notion templates for freelancers !
Want more Notion templates and updates? Join our mailing list, and check out our several other Notion template round-ups !
- First Name First
Sign up for Notion here ! Free for personal use, students, and educators.
Notion Startup OS
The perfect Notion operating system to plan, launch, and grow your startup, the Startup OS includes 60+ business templates – including a customizable business dashboard, business model canvas, value prop canvas, company OKR tracker, and so much more! Startup OS is as much of a system as it is a pre-built template, helping you get organized and back to focusing on doing what you do best.
For more templates, check out our round-up post featuring the best Notion templates for startups !
Template Available Here
Notion Template for Small Businesses
The Notion Small Business Kit is an all-in-one package to help you start or manage a small business, all under one roof. The kit consists of a built-in Notion system populated with questions, examples, tips, tools, and tons more – jam-packed with over 40+ ready-to-use Notion business templates!
Shopify Business Blueprint – Early-Stage Business Template
With four key sections: Planning, Framing, Building, and Growing – the Shopify Business Blueprint will be by your side as you start your business, ensuring that no step is overlooked. Featuring insights and exercises, define your “why”, brainstorm your business idea, and put those ideas to the test with this interactive template, developed with yours truly.
Remote Business OS – Notion Template for Remote Companies
The ultimate Notion kit for any remote businesses, the Remote Business OS focuses on simplicity over complexity by providing an all-in-one system and dashboard that adapts to your remote company. With this package, you get cohesive templates that cover the core aspects of a remote business – from project management, to finances, operations, sales, company overview, time tracking, and more!
Notion Ecommerce Business Template
If you’re looking for a Notion template that caters more specifically to your online shop, then this Notion ecommerce template is the one for you! This Notion template is an in-depth, customizable operating system that consists of 30+ built-in templates designed to help you run and scale a successful ecommerce storefront!
Notion Business Model Template & Lean Canvas
Business model templates often come in PDFs, XLS files, or even PowerPoint files – making it cumbersome to adjust to your business’ needs. With this business model template, focus on adding your thoughts and information instead of navigating the template itself – say goodbye to complexity and hello to simplicity with this Notion system.
Hustle OS – Notion Business Dashboard Template
The Hustle OS Notion template is designed to turn your idea into a full-fledged business. While the other templates mentioned will help you manage and grow your existing business, this template gives you all the resources and tools needed to start your next empire.
Notion Business Benchmarking Analysis Template
Track company performance and analyze each area of your business with this Notion benchmarking analysis template. Use this Notion analysis system to find areas in your business that can be improved. Find your company’s strengths and weaknesses with the help of these 27 Notion databases and 600+ indicators to benchmark your project!
Customer Journey Map Notion Business Dashboard
This business Notion template is designed to help you create, control, and track your customer journey maps – while also integrating your company’s goals and buyer personas. If you’re looking for areas of improvement for your customer experience – this is the Notion dashboard you need!
Notion Business Plan Template
A simple Notion business plan template that will help you map out your company’s purpose, value proposition, goals, tasks, and much more! Use this Notion business plan template to understand your company the best you ever have – by laying out what your target market looks like, how you can make your business more efficient, and how you can provide the most value to your customers.
Notion Enterprise OS
A Notion company management system to help you track tasks, projects, meeting notes, store knowledge, and much more – the Enterprise OS template will streamline your operations. Reduce time spent on manual processes and admin tasks so you can focus on delivering, creating, and scaling!
Which Notion business template are you using? Do you have any other recommendations on Notion templates for small businesses to use? Let us know in the comments below!
Gridfiti is supported by its audience – when you buy something using the retail links in our posts, we may earn a small commission at no additional cost to you. We only recommend products we would use ourselves and recommend to our friends and family. Read more about our affiliate disclaimer.
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Business Plan Workspace [Notion Template]
⭐️ Featured in the Notion Template Gallery
A Notion Tool to build interactive and shareable Business Plans.
60-page business plans built on Word are obsolete. However, just because the technique is obsolete does not mean that Business Plans are not valuable . Using the right tools, building a business plan can be a key factor in the success of a project.
Business Plans in Word (Pdf & other text formats)
- The making process can't be reflected in the final document
- You need several supporting software and apps to work with the team
- You need several supporting software and apps to present the plan to stakeholders
- Sharing different versions of the document may lead to errors
- Difficulty keeping track of good and bad practices for future projects/plans.
- It is not an interactive format for presenting to Stakeholders
- It is hard to maintain the interest of the audience reading the plan
Our proposal using Notion
- The Business Plan is easily sharable with team members & stakeholders
- Team Members and stakeholders can interact and review different stages of the plan
- Each step of the process is documented and organized in one place
- Automations between Notion & other apps such as Zapier or Automate can save a lot of time on the Market Research Stage
- Ability to track the progress of each stage from one place
- Ability to assign coordinators and team members to specific stages
- The presentation can be made in Notion, saving time by accessing information fast and avoiding the use of another software such as PowerPoint.
- It is easier to move from planning to execution using Notion
You can benefit from this template if you:
- Have a Business Idea and don't know where to start
- Want to assess the feasibility of your venture
- Want to reduce the risk of pursuing the wrong opportunity
- Are an entrepreneur that wants to test your next business idea
- Are a startup planning a new business line/product/idea
- Are a Business Consultant and want to offer an interactive service for your client
- Want to find business partners and present your idea to them
- Want to find funding and present your idea to investors
- Want to document your revenue model and working process
- Value strategy and planning
For Business Planners - Beginners
This is a step-by-step journey. You will learn how to make your business plan in an interactive and shareable space that will allow you to document all your work.
For Business Planners / Companoes - Intermediate & Advance
This Notion Workspace will turn your Business Plans into interactive and shareable projects. With this template, you will read the next level regarding collaboration & documentation while creating your plans.
For Students
If you are a Business Student, your school may require that you build a business plan as part of their program. This template will guide you through that process and you will be able to present your assignment in a unique, customizable format.
What's inside?
Before starting: a step-by-step guide
Recipes to improve the template (automations), help channels, business plan workspace (duplicable template) that includes:.
- A General Dashboard : to work on different stages of the Business Plan, take a quick look at the progress made, and organize documentation for the template.
- Business Plan Database: This database is composed of 10 Business Plan Stages. Each stage contains detailed information and guidelines on how to develop the work in each section. The stages include Brainstorming, Business Description, Market Analysis, Marketing Plan, Operations Plan, Human Resources Plan, Legal Plan, Financial Plan, Control Plan, and Presentation.
- Milestones Database: A database of all the Milestones within the Business Plan. Each Business Plan stage contains a set of milestones that will help you track the progress of the stage and identify key components. It will also help you to organize your team.
- Documentation Database : A database with all the documents related to the Business Plan that is external to Notion. The system allows relating each document to different parts of the plan.
- 15 sub-databases: Gathering different key points among the Business Plan stages such as the SWOT, PORTER, and PESTEL tool, Brainstorming techniques, Canvas Model, Marketing Mix, Sales budget, COGS Budget, etc.
Some of the key components of the Business Plan Workspace can be consulted on the following image:
Creating The Business Plan Workspace:
I have created this template in public. All the processes and work are public in this Twitter thread.
Twitter - @heyiamAC
People are talking about this template ↓ Read more here
Twitter - @dePAKES
Can I personalize my template?
Of course, that's the beauty of Notion. We create our templates always with an example, but you are free to modify whatever you want.
I have some questions about the template, where can I find help?
You can fill out the form you'll find at www.notionologia.com and contact us.
I need a personalized consultancy, can you help me with that?
Yes! You can fill out the form you'll find at www.notionologia.com and contact us.
Can I obtain a discount?
Tell us your story! We may be able to give you a discount according to your situation - parity prices.
Can I duplicate this template to share with my team or friends?
We are only giving you a personal-professional license to use it. Please feel free to share it only with your internal team .
Business Plan [English]
Plan de negocios [español], business plan [français ], business plan [deutsche].
Notion Template, Lifetime Access
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