Templates and business guides

Whether you are a young entrepreneur starting your first venture, or a seasoned veteran with an established business, our guides and business templates are designed to help you set your business on the right path and increase your chances of success.

TEMPLATES

Marketing plan template

Download our free marketing plan template, and start preparing a marketing action plan that lets you reach new customers and grow your business.

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Business plan template

Prepare a professional business plan that gives you an excellent road map for your company and increases your chances of success with financing.

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Diversity, equity and inclusion reporting template for Canadian GPs

Measure and analyze gender, race, ethnicity and identification metrics in your organization and portfolio.

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Cash flow projection tool for tech companies

Download this free tool to forecast your tech company’s cash flow for 24 months, autogenerate key SaaS metrics and present pertinent financial information.

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Pitch deck template

Download this free PPT pitch deck template for start-ups to showcase your business and financial plans to lenders, investors and new clients.

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Code of conduct and zero tolerance policy template

Download our code of conduct and zero tolerance policy templates to create a safe and respectful company environment.

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Balance sheet template

How much money do you owe? What’s the value of your assets? Download this free template to quickly calculate the financial health of your business.

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Income statement template

Download this free income statement template to calculate if your company has earned a profit over a specified period of time.

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Cash flow statement template

How much cash is flowing through your business every month? Are you making enough cash to finance your normal activities? Find the answers with this free cash flow statement template.

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Financial statements template

Present your financial information to partners and equip yourself to take day-to-day and strategic decisions with this free financial statements template.

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Cash flow calculator

Create cash flow projections and keep track of the money coming in and out of your business with these free Excel cash flow planners.

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SWOT analysis template

Download this free SWOT analysis template to rapidly identify your company’s strengths and weaknesses as well as the opportunities and threats you are facing.

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E-commerce financial model

Use this free tool to add up all your revenues and costs to check if e-commerce makes sense financially for your business.

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Employee goal setting tool

Ensure your employees remain engaged with work by establishing clear responsibilities and goals.

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One-on-one meeting template

Building relationships with employees in a remote work situation must be intentional. Use this tool to structure your one-on-one meetings.

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Template social media calendar

Download this template to plan future social media posts and keep a record of what has already been posted.

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Letter of offer of employment template

Use this simple template to make an official job offer, outlining compensation, benefits and other work conditions and policies.

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Sales proposal template

This free template sales proposal will help you present your solution, your company and the value of your offer.

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Financial plan template

Use this financial plan template to make projections for the coming months, forecasting income and expenses.

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Business continuity guide and templates

Our free guide and templates will help you take steps to cope with disruptions and be prepared to protect your company, employees and clients.

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Technology roadmap template

This template is will help you create your enterprise technology roadmap.

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CHECKLIST

Checklist for a successful export project

Download this checklist to help keep track of what needs to be done when exporting your products or services to a foreign market.

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Checklist to create a business continuity plan

Use this free checklist to minimize the impact of emergencies on your company and protect your employees, customers and suppliers.

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Preparing to sell your business

Download this checklist to use as a reminder of what you can do to increase the value of your business before its sale.

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Onboarding checklist

Download our comprehensive list of things to do to quickly get new employees onboard, up to speed and ready to make their best contribution.

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Technology roadmap checklist

This checklist is designed to help you create your enterprise technology roadmap.

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Checklist to get started with e-commerce

This checklist will help you create and launch your online store.

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Checklist to create a website for your business

This checklist is a step-by-step guide to everything you need to know to launch a successful new site or revamp an already-existing one.

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Post-merger integration checklist

Use this checklist to ensure you go over the basic elements of post-merger integration as you prepare to buy another business.

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TOOLKIT

COVID-19: Business planning tools for entrepreneurs

Discover this toolkit designed to help you respond to the COVID-19 pandemic, as you adapt your business plans, working environments and operations.

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Financing toolkit for tech businesses

Attract investors to your tech company, monitor cash flow and learn how to use essential SaaS metrics to measure your business growth with this free toolkit.

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E-commerce toolkit

Learn how to develop an online selling strategy that gets results with our free e-commerce toolkit.

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HR toolkit

Attract and retain top workers in a tight labour market with all the tools and resources you need to be competitive.

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Real estate toolkit

Buying or leasing real estate is one of the biggest investments you can make for your business. Get the facts you need in our free toolkit.

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Social media toolkit

Our free social media toolkit offers tips and advice to help you use this powerful tool to engage with millions of potential clients.

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Operational efficiency toolkit

Our free toolkit can show you how to optimize your business’s efficiency to boost productivity and help your bottom line.

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Business transfer toolkit

Our free toolkit will help you prepare the sale of your business or buy a business, providing a winning strategy that maximizes your benefits.

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Business loan toolkit

Our free toolkit can help you get ready to apply for a business loan, with less time and stress. It can make the difference.

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REFERENCE DOCUMENTS

Distribution channel selection tool

Discover the four steps required to assess different distribution channels and select the one(s) that best suit your needs.

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Supply and demand analysis tool

Use this free tool to make sure you’re responding to rapidly changing customer habits and market conditions.

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Website design agency selection tool

Use this rating grid to simplify and speed up the selection of a website design agency.

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A short guide to Safe Food for Canadians Regulations

Learn more about the Safe Food for Canadians Regulations and what it means for your business.

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Best practices for the prevention of COVID-19 in the workplace

Get a list of measures you can implement in your company to help avoid the spread of COVID-19.

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Glossary

Discover our free glossary designed to help you better understand the financial terms and phrases that all entrepreneurs should know.

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