Use a Business Plan Template

How to Use a Business Plan Template

The “I Imagine” app features a business plan page where users can use any of the available templates on the website or create their own business plan from scratch. The feature is easy to use. Users can save their work and continue with it for later use. Users can edit their plans anytime.

Here is a tutorial on how you can use the business plan templates available on the website.

How to View a Business Plan Template

  1. Login to your “I Imagine” account. You will be brought to your “I Imagine” account home page.

  2. On your home page, go to Business Plans. You will be brought to the Business Plans page.

  3. On the Business Plans page, choose the template that you want to view. Click the View icon. The template will automatically direct you to its page.

  4. By default, the business name, owner’s name, and company logo will appear on the screen when you view a template. You will also see the different elements of a business plan.

  5. You can view each element by simply clicking their respective links. For example, to view the Executive Summary, click the arrow on the left side of Executive Summary. You will each part of the element. Click any of the elements you want to view.

  6. You can only view the business plan template. You will not be able to edit them unless you use the Edit link (for instructions on how to edit a template, please see the How to Edit a Template user instruction). To return to the business plan list, click the list icon.

     

How to Copy a Business Plan Template

  1. On the Business Plans page, choose the template that you want to copy. Click the Copy icon.

  2. A pop-up message will appear that will prompt you to enter the business name that will be used for copied template.

  3. Enter a business name.

  4. Click the Yes button to confirm the name change. You will receive a notification for the successful name change and will be reverted back to the business plan list. The copied template will appear on the list.

How to Edit or Customize a Business Plan Template

  1. On the Business Plans page, choose the template that you want to edit. Click the Edit icon.

  2. The business name, owner’s name, and company logo will appear on the screen when you view a template. You can change any part or all of the parts of the template by clicking any of the elements on the left side panel.

    For example, to change the amount required for your company’s financing, go to Company Summary. On the right side panel, change the amount indicated.

  3. Edit all the elements that need to be changed according to your requirements. When you’re done, click the Save button.

How to Delete a Business Plan Template

  1. On the Business Plans page, choose the template that you want to delete. Click the Delete icon.

  2. A notification message will appear. Click the Yes button to confirm.

  3. You will receive a notification for the successful name change and will be reverted back to the business plan list. The deleted template will no longer appear on the list.