Free 5-Year Business Plan Templates: All Formats

By Andy Marker | February 4, 2025

We’ve gathered the most useful five-year business plan templates in Excel, Microsoft Word, Adobe PDF, PowerPoint, and Google Docs, Sheets, and Slides formats.

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

5-Year Business Plan Template

5 Year Business Plan Template Example

Download a Blank 5-Year Business Plan Template for
Microsoft WordAdobe PDF  | Google Docs

Download a Sample 5-Year Business Plan Template for
Microsoft Word  |  Adobe PDF  | Google Docs

Download Blank and Sample Versions of the 5-Year Business Plan Template for
Excel | Google Sheets

When to Use This Template: Use this template when planning a new business or project six to 18 months in advance. The template is ideal for teams that need to outline growth and operations strategies, as well as to align stakeholders. 

Notable Template Features: This comprehensive template features Executive Summary, Business Overview, and Financial Plan fields, as well as other standard planning details. It also includes tables to break down five years of projected revenue, profit margin, and market share.

Check out this collection of simple business plan templates to help you structure and outline an organized and professional business plan.

5-Year Business Plan Presentation Template

5 Year Business Plan Presentation Template 12324 Example

Download a Blank 5-Year Business Plan Presentation Template for
PowerPoint  | Google Slides

Download a Sample 5-Year Business Plan Presentation Template for
PowerPoint  | Google Slides

When to Use This Template: Use this template to present a five-year business plan overview three to nine months before your projected launch. You can also use it during pitch meetings and strategy sessions to engage your team and stakeholders.

Notable Template Features: The streamlined format features tables detailing five-year financial projections, key performance indicators (KPIs), timeline milestones, and owners. This visually engaging template provides key business plan data and clarity.

Check out this collection of free strategic planning templates in all formats to outline organizational goals and action plans, as well as to optimize performance.

Simple 5-Year Business Plan Template

Simple 5 Year Business Plan Template 12324 Example

Download a Blank Simple 5-Year Business Plan Template for
Microsoft Word  |  Adobe PDF  | Google Docs

Download a Sample Simple 5-Year Business Plan Template for
Microsoft Word  |  Adobe PDF  | Google Docs

Download Blank and Sample Versions of the Simple 5-Year Business Plan Template for
Excel  | Google Sheets

When to Use This Template: Use this template to outline straightforward business plans three to six months before launch. This template is ideal for when you need to prioritize and simplify key business plan details without overwhelming your team or stakeholders.

Notable Template Features: This template features space to describe strategic goals, initiatives, and milestones in a five-year timeline table. This template includes an overview section where you can specify the business mission, vision, and goals.

Check out this collection of free startup business plan templates and examples to help communicate your plan and guide its content.

5-Year Strategic Business Plan Template

5 Year Strategic Business Plan Template 12324 Example

Download a Blank 5-Year Strategic Business Plan Template for
Microsoft Word  |  Adobe PDF  | Google Docs

Download a Sample 5-Year Strategic Business Plan Template for
Microsoft Word  |  Adobe PDF  | Google Docs

Download Blank and Sample Versions of the 5-Year Strategic Business Plan Template for
Excel  | Google Sheets

When to Use This Template: Use this template six months to two years before you launch an advanced business initiative. It is ideal for outlining a long-term strategy to meet rapidly changing markets and competitors.

Notable Template Features: This template features tables, such as a Strategic Initiatives Roadmap, a Performance KPIs breakdown, and a comprehensive categorized Strategic Goals and Milestones for five years. In the Resource Allocation table, provide details on product development, staffing, operations, and other yearly financial commitments.

Check out this collection of free Excel business plan templates to help outline and describe key elements of your business plan.

5-Year Strategic Business Plan Presentation Template

5 Year Strategic Business Plan Presentation 12324 Template

Download a 5-Year Strategic Business Plan Presentation Template for
PowerPoint  | Google Slides

When to Use This Template: This template is ideal for businesses that are entering new markets, restructuring operations, or taking other strategic business initiatives. Use it three months to a year in advance to refine and present your strategic business plan.

Notable Template Features: This template features a Resource Allocation and Budget Planning slide where you can note budget forecasts and changes to financial, human, and technological resources each business plan year. The Performance Metrics and KPIs table allows you to track three focus areas over a five-year timeline.

Check out this collection of free strategic plan templates for nonprofits to help you outline organizational long-term objectives and priorities in a comprehensive plan.

5-Year Financial Business Plan Template

5 Year Financial Business Plan Template 12324 Example

Download a Blank 5-Year Financial Business Plan Template for
Microsoft Word  |  Adobe PDF | Google Docs

Download a Sample 5-Year Financial Business Plan Template for
Microsoft Word  |  Adobe PDF  | Google Docs

Download Blank and Sample Versions of the 5-Year Financial Business Plan Template for
Excel  | Google Sheets

When to Use This Template: Use this template to document financial forecasts, cost analysis, and other areas in your financial business plan. It works well for planning efforts three months to a year in advance to show feasibility and justify funding needs.

Notable Template Features: This comprehensive template features tables for you to enter revenue projections, profit and loss, cash flow, and break-even analysis data for each year. Use the Executive Summary section to provide a five-year overview of the business’s profitability and funding needs.

5-Year Financial Business Plan Presentation Template

5 Year Financial Business Plan Presentation Template 12324 Example

Download a Blank 5-Year Financial Business Plan Presentation Template for
PowerPoint  | Google Slides

Download a Sample 5-Year Financial Business Plan Presentation Template for
PowerPoint  | Google Slides

When to Use This Template: Use this template to simplify and present complex financial data to team members and stakeholders for a five-year business plan. Prepare this template three to six months before financial review sessions, investor presentations, equity firm pitches, and other finance events.

Notable Template Features: This template features multiple tables for you to categorize and present revenue, expense, and cash flow projection data. It includes Executive Summary, Funding Plan, Break-Even Analysis, and Appendices slides for a streamlined yet detailed five-year plan presentation.

Types of 5-Year Business Plans

There are many different types of five-year business plans to meet various needs, from business goal setting to detailed financial strategies. These plans help businesses outline objectives, allocate resources, and track progress over time.

The most common types of five-year business plans are as follows:

  • Simple 5-Year Business Plan: This type of plan outlines business goals and strategies. It's designed for quick planning and easy comprehension, making it ideal for startups and small businesses. This plan focuses on the essentials such as the executive summary, business overview, and financial plan, offering a straightforward path to success.
  • 5-Year Strategic Business Plan: This plan focuses on long-term goals and actionable strategies. It aligns resources and initiatives with measurable objectives for sustained growth. This plan emphasizes priorities, competitive positioning, and metrics to track projects, market expansion, or operational improvements.
  • 5-Year Financial Business Plan: This plan focuses on revenue, expenses, and profitability forecasts to secure funding and guide decision-making. It includes financial projections, funding requirements, and performance metrics. This plan helps ensure the business's bottom line and informs and persuades investors, lenders, and stakeholders.

Elements in a 5-Year Business Plan

five-year business plan is a detailed roadmap that outlines goals, strategies, and actions for long-term growth and success.

Here's a list of the typical elements and what to include in a five-year business plan:

  • Executive Summary: Provide a plan overview, including the business idea, primary goals, target audience, and funding needs. Highlight the key points to give readers a quick understanding of the plan.
  • Mission, Vision, and Objectives: Define the business and its long-term goals. Include clear objectives to guide actions over the next five years.
  • Market Analysis: Review market size, trends, and competitors. Identify opportunities and challenges to help position the business for growth.
  • SWOT Analysis: Break down strengths, weaknesses, opportunities, and threats (SWOT) to your business. Doing this exercise will help your business prepare for risks and use its resources most effectively.
  • Products or Services: Describe what the business offers and how it meets customer needs. Show why these offerings are valuable and how they stand out.
  • Marketing and Sales Plan: Detail how the business will attract and retain customers. Include pricing, promotion, and sales strategies.
  • Financial Plan: Break down revenue, costs, and profit projections over five years. Explains how the business will fund operations and achieve financial goals.
  • Year-Over-Year Goals: Outline what the business aims to accomplish each year. Doing so will help you break down big goals into smaller, actionable steps.
  • Appendices: List and describe any additional documents that support and increase depth for the business plan.

How to Create a 5-Year Business Plan

Download a five-year business plan template from this page to outline, manage, and track goals, growth, projections, and other business plan details. Use the following step-by-step guide to download, open, and complete the five-year business plan.

1. Download the 5-year business plan template.

2. Open the downloaded template file.

3. Click on the 5-Yr Business Plan tab.

4. Under the Business Overview heading, enter the mission, vision, values, industry overview, and competitive advantage.

Enter Business Overview How to Create 5 Year Business Plan

5. In the SWOT Analysis table, enter the strengths, weaknesses, opportunities, and threats your business faces.

Enter SWOT Analysis How to Create 5 Year Business Plan

6. Under the Problem and Solution heading, enter the problem statement and solution offering.

Enter Problem and Solution How to Create 5 Year Business Plan

7. Under the Target Market section heading, enter the market analysis.

Enter Market Analysis How to Create 5 Year Business Plan

8. In the Customer Segments table, enter the customer segments, descriptions, market size percentages, and key needs.

Enter Customer Segments How to Create 5 Year Business Plan

9. In the Market Growth Projections table, enter each year's market size amounts, market share percentages, and customer base numbers.

Enter Market Growth Projections How to Create 5 Year Business Plan

10. Under the Product or Service Offering heading, enter the core products or services.

Enter Product or Service Offering How to Create 5 Year Business Plan

11. In the Offerings Roadmap table, enter each year's initiatives and milestones.

Enter Offerings Roadmap How to Create 5 Year Business Plan

12. Under the Marketing and Sales Plan heading, enter the marketing strategy, sales strategy, and sales process.

Enter Marketing and Sales Plan How to Create 5 Year Business Plan

13. In the Sales Targets table, enter each year's revenue target, units sold, average deal size, and customer growth percentage.

Enter Sales Targets How to Create 5 Year Business Plan

14. In the Sales and Marketing Goals table, enter the goals and KPIs for each year.

Enter Sales and Marketing Goals How to Create 5 Year Business Plan

15. In the Key Sales Metrics table, enter each year's conversion rate percentage, customer acquisition cost (CAC), and the average deal closure time in days.

Enter Key Sales Metrics How to Create 5 Year Business Plan

16. Under the Financial Plan heading, in the Detailed Projections table, enter the yearly revenue, operating costs.

Enter Financial Plan How to Create 5 Year Business Plan

17. Under the 5-Year Timeline and Milestones heading, enter each year's strategic goals, key initiatives, and milestones in the table.

Enter 5 Year Timeline and Milestones How to Create 5 Year Business Plan

18. When you've filled out the template up to this point, return to the top. Under the Executive Summary heading, enter the purpose of the plan, the five-year vision, each year's revenue, profit margin, number of customers, and funding needs.

Enter Executive Summary How to Create 5 Year Business Plan

19. Under the Appendices heading at the bottom of the template, enter the document types and descriptions for any additional documentation you are providing.

Enter Appendices How to Create 5 Year Business Plan

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