Boards
  • Benefits
  • Features
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Jotform LogoJotform Icon
Board Templates
Strategy & Planning
Trending Templates
Business Continuity Plan TemplateRoadmap TemplateMarketing Strategy TemplateOKR TemplateEvent Strategy TemplateSWOT Board
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Business Planner Template

Trending Templates
Business Continuity Plan TemplateRoadmap TemplateMarketing Strategy TemplateOKR TemplateEvent Strategy TemplateSWOT Board
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Strategy & Planning

Business Planner Template

Efficiently plan your business with Jotform's Business Planner Template. This customizable board template helps you set goals, conduct research, and manage tasks using a drag-and-drop interface for streamlined online task management.

Categories
  • Go to Category: Strategy & Planning
  • Go to Category: Strategic Roadmaps
  • Go to Category: Project & Task Management
  • Go to Category: Project Planning
  • Go to Category: Professional Services
  • Go to Category: Executive & Leadership Teams
Business Planner Template
About this template

The Business Planner Template is a comprehensive board template designed for entrepreneurs, business owners, and teams looking to strategically plan and execute their business goals. This template allows users to define clear business objectives, conduct market research, and outline financial projections, making it an essential tool for anyone looking to establish or grow their business. With features such as task prioritization and due dates, this template ensures that important milestones are met efficiently, allowing for a well-structured approach to business planning.

Jotform Boards provides an intuitive platform for online task management through its customizable boards. Users can easily connect forms to their boards, transforming form submissions into actionable tasks. The drag-and-drop interface simplifies the organization of tasks, while collaboration features like comments and activity logs enhance team communication. Whether you're managing tasks alone or collaborating with a team, this digital collaboration tool streamlines your workflow and keeps your business planning process on track.

Categories
  • Go to Category: Strategy & Planning
  • Go to Category: Strategic Roadmaps
  • Go to Category: Project & Task Management
  • Go to Category: Project Planning
  • Go to Category: Professional Services
  • Go to Category: Executive & Leadership Teams
Details
4 Clone
Created by
Jotform

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Single Page Business Plan Form

View Template

Business Planner Template FAQs

1) What is this Business Planner Template used for?

This Business Planner Template is used to help entrepreneurs and business teams define goals, conduct market research, and create a comprehensive business plan.

2) What should be included in a Business Planner Template?

The template should include business goals, market research findings, financial projections, action plans, and key resources needed for execution.

3) When to use a Business Planner Template?

This template is ideal for use during the initial planning phase of a business or when revising existing business strategies to ensure alignment with current market conditions.

4) Who can use a Business Planner Template?

Entrepreneurs, business owners, project managers, and teams involved in strategic planning can effectively use this template to organize their business initiatives.

5) What are the benefits of using a Business Planner Template?

Using this template enhances organization, ensures accountability, and facilitates collaboration among team members, leading to a more effective business planning process.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks to specific team members to ensure clear ownership and accountability for each component of the business plan.

7) How do I track the progress of tasks on this board?

You can track the progress of tasks using the Kanban board layout, moving tasks through different stages such as Backlog, In Progress, Done, and Completed.

8) Can I connect my forms to this board to create tasks automatically?

Yes, you can connect your Jotform forms to this board. When a new submission is received, it will automatically create a corresponding task, streamlining your workflow.

Related templates
Business Continuity Plan Template Thumbnail
Preview: Business Continuity Plan Template

Business Continuity Plan Template

Ensure operational resilience with Jotform's Business Continuity Plan Board Template. Organize tasks, develop recovery strategies, and collaborate with your team using this customizable board for effective online task management.

Go to Category:Strategy & Planning
Preview
Roadmap Template Thumbnail
Preview: Roadmap Template

Roadmap Template

Organize your projects effectively with Jotform's Roadmap Board Template. Use this customizable board to outline project phases, allocate tasks, and track progress with a drag-and-drop interface.

Go to Category:Strategy & Planning
Preview
Marketing Strategy Template Thumbnail
Preview: Marketing Strategy Template

Marketing Strategy Template

Optimize your marketing efforts with Jotform's Marketing Strategy Board Template. Use this customizable board to manage tasks, set priorities, and collaborate with your team using a drag-and-drop interface.

Go to Category:Media, Marketing & Advertising
Preview
OKR Template Thumbnail
Preview: OKR Template

OKR Template

Achieve your goals effectively with Jotform's OKR Template. This customizable board helps you define objectives, track progress, and collaborate with your team using a drag-and-drop interface.

Go to Category:Professional Services
Preview
Event Strategy Template Thumbnail
Preview: Event Strategy Template

Event Strategy Template

Organize your event planning with Jotform's Event Strategy Template. This customizable board template helps track tasks, manage timelines, and collaborate with your team for successful event execution.

Go to Category:Marketing & Creative Production
Preview
SWOT Board Thumbnail
Preview: SWOT Board

SWOT Board

Optimize your strategic planning with Jotform's SWOT Board template. Use this customizable board to analyze strengths, weaknesses, opportunities, and threats effectively using a drag-and-drop interface.

Go to Category:Strategy & Planning
Preview

Jotform

  • Signup
  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Shopify AI AgentsNEW
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Enterprise

  • Overview
  • Security
    • Jotform Teams
    • Multiple Users
    • Admin Console
    • White Labeling
    • Local Data Residency
    • Single Sign-On
    • Jotform Sign
    • Mobile App
    • Professional Services
    • Government
    • Healthcare
    • Education
    • Nonprofit
    • Business Services
    • Field Service Management
    • Financial Services
    • Hospice
    • Human Resources
    • Marketing
    • Salesforce
  • FAQ
  • Get a Demo

Company

  • About Us
  • Careers
  • Media Kit
  • In the News
  • Newsletters
    • Agency ProgramNEW
    • Reseller Program
    • Affiliate Program
    • Find a Partner
  • Blog

Apps

Get access to Jotform Enterprise’s powerful EdTech features with a 30% education discount
4 Embarcadero Center, Suite 780, San Francisco CA 94111

© Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement