Business templates and resources

Free business templates for Australian small businesses: plans, cash-flow forecasts, checklists, SOPs, risk registers and KPI trackers.

  • Business plan template – A practical, fill-in business plan for Australian small businesses: from your offer and customers to a three-year financial summary.
  • Financial planning spreadsheet – A 12-month profit and loss budget for the Australian financial year, with automatic totals, margins, super and a break-even check.
  • Cash-flow forecast template – A 12-month cash-flow forecast that shows when money really comes in and goes out, including BAS and super, and warns you before cash gets tight.
  • Marketing strategy template – Plan a year of marketing on a few pages: goals, customers, positioning, channels, content, budget and how you will measure it.
  • Sales pipeline tracker – Track every opportunity by stage with automatic win probabilities, a weighted forecast, overdue next steps and a stage summary.
  • Customer onboarding checklist – A printable six-stage checklist that takes a new customer from signed agreement to their 90-day review.
  • Employee onboarding checklist – Everything to do before day one, on day one and through the first 90 days, including the Australian paperwork employers must provide.
  • Standard operating procedure (SOP) template – Document a process once so it is done the same way every time: purpose, scope, roles, steps, quality checks and version control.
  • SWOT analysis template – A printable SWOT worksheet with prompts for each quadrant and a page that turns your findings into strategies and priority actions.
  • Risk assessment template – A risk register with a 5 × 5 likelihood and consequence matrix, automatic ratings and levels, actions, owners and residual risk.
  • KPI tracker – Track 8 to 12 key measures against targets each month, with the latest value, year-to-date average and an automatic on-track status.
  • Quarterly business review template – Run a structured quarterly review: scorecard, finance, sales, customers, people, operations, risks and next quarter’s priorities.