Tools and templates

Tools and templates

Why reinvent the wheel? Download our templates, fill in your information, and you’re done.

Why reinvent the wheel? Download our templates, fill in your information, and you’re done.

Business Plan Template

Whether you’re just starting out or have been in business for a while, a solid business plan can help you be successful. Whether you’re seeking funding or looking for new opportunities, this business plan template includes helpful tips and resources to guide you through the process.

Download template
Business Plan Template

Whether you’re just starting out or have been in business for a while, a solid business plan can help you be successful. Whether you’re seeking funding or looking for new opportunities, this business plan template includes helpful tips and resources to guide you through the process.

Download template
Project Management Template

Efficiently managing every phase of your projects will keep your business growing. This project management template will keep you on track. Available as an Excel file.

Download template
Project Management Template

Efficiently managing every phase of your projects will keep your business growing. This project management template will keep you on track. Available as an Excel file.

Download template
Invoice Template

Download and customize an invoice for your clients so you can get paid promptly and accurately. Available as a Word or Excel file.

Download Word version

Download Excel version

Invoice Template

Download and customize an invoice for your clients so you can get paid promptly and accurately. Available as a Word or Excel file.

Download Word version

Download Excel version

General Non-Disclosure Agreement

Download a General NDA to use as a guide.* Consult your legal counsel prior to using since NDAs may vary across industries.

Download General NDA
General Non-Disclosure Agreement

Download a General NDA to use as a guide.* Consult your legal counsel prior to using since NDAs may vary across industries.

Download General NDA
Business Owner Vacation Checklist

A vacation preparation checklist to ensure your business runs smoothly while you are away.

Download checklist
Business Owner Vacation Checklist

A vacation preparation checklist to ensure your business runs smoothly while you are away.

Download checklist

*This NDA template does not constitute legal, business, or insurance advice related to the needs of any specific person or individual business. The NDA template is provided to you “as is,” without any warranty of any kind as to its accuracy, fitness for purpose, or otherwise. It is intended as a courtesy and not as advice upon which you may reasonably rely.