Business plans

Ready-to-use templates

Seven shapes of plan for seven reasons to be writing one. They differ in which sections they ask you for, which is the only difference that matters — so that is what each one shows.

7
templates
A spiral notebook headed "Business Plan Templates", with a checklist of plan types written below it and a mug of coffee beside it.

Pick the one nearest what you are doing. You are not locked into it — the sections are the same sections, and a plan written under one template holds its content if an administrator adds a section later.

Standard farm business plan

A complete agricultural business plan, suitable for a lender, a grant application or your own planning.

24 sections in 4 groups.

Farm Profile

  • Executive summary
  • Business description
  • Mission and goals
  • Ownership and management

Market Plan

  • Products and crops
  • Target customers
  • Market analysis
  • Competition
  • Pricing
  • Sales channels
  • Marketing plan

Operations

  • Production plan
  • Equipment and infrastructure
  • Staffing
  • Compliance
  • Risks and mitigation

Financials

  • Funding needs
  • Startup costs
  • Operating budget
  • Revenue projections
  • Cash-flow forecast
  • Break-even analysis
  • Milestones and next steps
  • Supporting documents

Start a plan from the Standard farm business plan template

New farm startup

For a farm that has not started trading yet. Heavier on what you are setting up and what it costs, lighter on history you do not have.

19 sections in 4 groups.

Farm Profile

  • Mission and goals
  • Business description
  • Ownership and management

Market Plan

  • Products and crops
  • Target customers
  • Competition
  • Pricing
  • Sales channels

Operations

  • Production plan
  • Equipment and infrastructure
  • Compliance
  • Risks and mitigation

Financials

  • Funding needs
  • Startup costs
  • Operating budget
  • Revenue projections
  • Cash-flow forecast
  • Break-even analysis
  • Milestones and next steps

Start a plan from the New farm startup template

Crop expansion

For an operation that already trades and is adding acreage or a new crop. Built around what the expansion changes rather than describing the whole farm again.

17 sections in 4 groups.

Farm Profile

  • Executive summary
  • What you have done so far

Market Plan

  • Products and crops
  • Target customers
  • Market analysis
  • Pricing
  • Sales channels

Operations

  • Production plan
  • Equipment and infrastructure
  • Staffing
  • Risks and mitigation

Financials

  • Funding needs
  • Operating budget
  • Revenue projections
  • Cash-flow forecast
  • Break-even analysis
  • Milestones and next steps

Start a plan from the Crop expansion template

Diversification

For adding a second enterprise — livestock, agritourism, events — alongside what you already do. Asks how the new one draws on the old one, and where they compete for the same hours.

22 sections in 4 groups.

Farm Profile

  • Executive summary
  • What you have done so far
  • Mission and goals

Market Plan

  • Products and crops
  • Target customers
  • Market analysis
  • Competition
  • Pricing
  • Sales channels
  • Marketing plan

Operations

  • Production plan
  • Equipment and infrastructure
  • Staffing
  • Compliance
  • Risks and mitigation

Financials

  • Funding needs
  • Startup costs
  • Operating budget
  • Revenue projections
  • Cash-flow forecast
  • Break-even analysis
  • Milestones and next steps

Start a plan from the Diversification template

Value-added products

For turning raw product into something packaged and labelled. Carries the processing, packaging and labelling sections a plain crop plan does not have.

22 sections in 4 groups.

Farm Profile

  • Executive summary
  • Business description

Market Plan

  • Products and crops
  • Target customers
  • Market analysis
  • Competition
  • Pricing
  • Sales channels
  • Marketing plan

Operations

  • Processing and packaging
  • Production plan
  • Equipment and infrastructure
  • Staffing
  • Compliance
  • Risks and mitigation

Financials

  • Funding needs
  • Startup costs
  • Operating budget
  • Revenue projections
  • Cash-flow forecast
  • Break-even analysis
  • Milestones and next steps

Start a plan from the Value-added products template

Direct-to-consumer

For a CSA, a farm stand, markets or online sales. Spends its length on customers, channels and getting the box to the door.

21 sections in 4 groups.

Farm Profile

  • Executive summary
  • Business description
  • Mission and goals

Market Plan

  • Products and crops
  • Target customers
  • Market analysis
  • Competition
  • Pricing
  • Sales channels
  • Marketing plan

Operations

  • Fulfilment and delivery
  • Production plan
  • Staffing
  • Compliance
  • Risks and mitigation

Financials

  • Funding needs
  • Operating budget
  • Revenue projections
  • Cash-flow forecast
  • Break-even analysis
  • Milestones and next steps

Start a plan from the Direct-to-consumer template

Lender-ready plan

The fullest version, with the supporting-documents and repayment sections a loan officer usually asks about. Ask yours what they want before you start — this is a thorough starting point, not a specification anyone has agreed to.

25 sections in 4 groups.

Farm Profile

  • What you have done so far
  • Executive summary
  • Business description
  • Mission and goals
  • Ownership and management

Market Plan

  • Products and crops
  • Target customers
  • Market analysis
  • Competition
  • Pricing
  • Sales channels
  • Marketing plan

Operations

  • Production plan
  • Equipment and infrastructure
  • Staffing
  • Compliance
  • Risks and mitigation

Financials

  • Funding needs
  • Startup costs
  • Operating budget
  • Revenue projections
  • Cash-flow forecast
  • Break-even analysis
  • Milestones and next steps
  • Supporting documents

Start a plan from the Lender-ready plan template