Templates for download
Our free business resources 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 for your business.
Business plan template
Prepare a professional business plan that will guide your business and increase your chances of getting financing.
Promissory note template
Create your own promissory note by downloading this template and filling in your details.
Cash flow calculator
Create cash flow projections to anticipate your cash inflows and outflows in the coming months.
Automation project return on investment calculator
Estimate your automation project's return on investment and payback period.
Balance sheet template
Download this free balance sheet template to see your company’s financial health at a glance.
Bereavement leave policy template
A bereavement leave policy allows your company to define how to approach the death of an employee’s loved one.
Bill of lading template
Use this template to create a bill of lading, an agreement between shipper and carrier that travels with the cargo.
Business continuity plan template
Use this business continuity plan template to minimize the risk that an emergency could pose to your operations.
Business model canvas tool
Download this free, one-page model to map out your business activities and plan your business growth.
Business proposal template
Use this template to present your solution, your company and the value of your offer to prospective customers.
Cash flow statement template
Download this cash flow statement template to monitor your cash inflows and outflows.
Code of conduct and zero tolerance policy template
Use these templates to create a safe and respectful workplace.
E-commerce financial model
Use this tool to determine if e-commerce is financially appropriate for your business.
Employee goal-setting template
Boost your staff’s engagement and productivity by setting clear and measurable goals.
ESG and DEI reporting templates for Canadian General partners (GP)
Report on DEI and ESG metrics with these templates for Canadian GPs and their portfolios.
Financial plan template
Use this financial plan template to make projections for the coming months, forecasting income and expenses.
Flex work policy template
A flex work policy allows your company to define specific guidelines and eligibility for flexible hours and/or remote work.
Income statement template
Check whether your business made a profit or loss in a given period.
Interview template
This template provides a framework to help you interview candidates for job openings.
Job description template
This template provides a framework to help you draft accurate and compelling job descriptions for your business.
Job offer letter template
Make a formal job offer containing all relevant information to your potential employee.
One-on-one meeting template
Stay connected with your team by structuring your one-on-one meetings.
Pitch deck template for start-ups
Generate interest from potential partners with this free pitch deck template for start-ups.
Projection tool for tech companies
Forecast your tech company’s 24-month cash flow and automatically generate key SaaS metrics.
Social media calendar template
Download this template to plan your social media activities and simplify post management.
SWOT analysis template
Identify your company’s strengths and weaknesses and the opportunities and threats you face.
Working capital projection tool
Calculate the amount of additional working capital required to support an increase in sales.
Building Retrofit Savings Calculator
Discover how much money your building retrofits can save while reducing greenhouse gas emissions.
Checklists
Business continuity plan checklist
Download our free checklist to develop a plan to reduce the impact of emergencies on your company.
Business loan checklist
Follow this checklist to prepare a compelling business loan application and boost your odds of getting financing.
Checklist for creating a website
Follow these steps to create a website that will help you reach your customers and drive your online sales.
Checklist for your export project
Discover the steps to follow to start exporting your products or services.
Checklist to create a technology roadmap
Create a technology roadmap to set your priorities and plan your technology implementation.
Checklist to prepare your business for sale
Preparing your business for sale to get a good price and make the transfer process easier.
E-commerce checklist
Use this checklist as a step-by-step guide to launch your online business and increase your sales.
Get started with AI checklist
Follow this checklist to identify and plan for the right AI use cases in your business.
New staff onboarding checklist
Follow these steps to ensure the smooth onboarding of new staff and help them make it through the critical first few months.
Preparing for climate emergencies
Download our free checklist to help your business identify potential climate risks for your business, prioritize and plan for dealing with them.
Post-merger integration checklist
Follow this checklist ensure the long-term success of your merger or acquisition.
Toolkits
AI toolkit
Make artificial intelligence work for your business with this all-in-one AI toolkit for entrepreneurs.
DEI toolkit
Explore principles related to diversity, equity and inclusion, and tools to help you apply them in your business.
Business acquisition toolkit
Get a kit specifically designed to prepare, facilitate and complete the purchase of a business.
Business loan toolkit
Prepare a compelling loan application with our free tools and improve your chances of getting financing.
Business sale toolkit
Get a kit specifically designed to prepare, facilitate and complete the sale of your business.
Calculate your business's carbon footprint
Use this free toolkit to estimate your footprint and identify where to take meaningful action.
Commercial real estate toolkit
Get tools and tips to help you get your bearings and make good commercial real estate decisions.
E-commerce toolkit
Get started in e-commerce or improve your online sales with free tools and tips.
HR toolkit
Use our free tools to improve your HR practices to recruit and retain the people you need.
Operational efficiency toolkit
Learn how to optimize your company’s efficiency to boost productivity and your bottom line.
Sales and marketing toolkit
Download this toolkit to help you create strong marketing and sales strategies.
Strategic planning toolkit
Download this toolkit to help develop your company’s strategy.
Tech business toolkit
Use these free tools to help your tech business grow and find financing.
Reference documents
Distribution channel selection tool
Evaluate various distribution channels and choose what best suits your needs.
Funding programs for creative and cultural industries
This document brings together programs for the cinema and audiovisual, video game and digital experience industries.
Funding programs for environmental initiatives
Discover over 60 green governmental active grants, tax credits and loan programs to support your environmental initiatives.
Guide to the Safe Food for Canadians Regulations
Free guide to help your business comply with Canadian food safety regulations.
Supply and demand analysis tool
This free tool will enable you to adapt to changing customer behaviors and market conditions.
Website design agency selection tool
This grid will help you select the right website design agency for your needs.
Glossary
Discover our free glossary designed to help you better understand the financial terms and phrases that all entrepreneurs should know.
Learn more