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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.

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Business plan template

Prepare a professional business plan that will guide your business and increase your chances of getting financing.

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Promissory note template

Create your own promissory note by downloading this template and filling in your details.

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Financial statements template

Free income statement and balance sheet templates.

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Cash flow calculator

Create cash flow projections to anticipate your cash inflows and outflows in the coming months.

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Balance sheet template

Download this free balance sheet template to see your company’s financial health at a glance.

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Bereavement leave policy template

A bereavement leave policy allows your company to define how to approach the death of an employee’s loved one.

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Bill of lading template

Use this template to create a bill of lading, an agreement between shipper and carrier that travels with the cargo.

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Business continuity plan template

Use this business continuity plan template to minimize the risk that an emergency could pose to your operations.

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Business model canvas tool

Download this free, one-page model to map out your business activities and plan your business growth.

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Business proposal template

Use this template to present your solution, your company and the value of your offer to prospective customers.

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Cash flow statement template

Download this cash flow statement template to monitor your cash inflows and outflows.

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Code of conduct and zero tolerance policy template

Use these templates to create a safe and respectful workplace.

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E-commerce financial model

Use this tool to determine if e-commerce is financially appropriate for your business.

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Employee goal-setting template

Boost your staff’s engagement and productivity by setting clear and measurable goals.

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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.

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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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Flex work policy template

A flex work policy allows your company to define specific guidelines and eligibility for flexible hours and/or remote work.

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Income statement template

Check whether your business made a profit or loss in a given period.

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Interview template

This template provides a framework to help you interview candidates for job openings.

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Job offer letter template

Make a formal job offer containing all relevant information to your potential employee.

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One-on-one meeting template

Stay connected with your team by structuring your one-on-one meetings.

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Pitch deck template for start-ups

Generate interest from potential partners with this free pitch deck template for start-ups.

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Projection tool for tech companies

Forecast your tech company’s 24-month cash flow and automatically generate key SaaS metrics.

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Social media calendar template

Download this template to plan your social media activities and simplify post management.

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SWOT analysis template

Identify your company’s strengths and weaknesses and the opportunities and threats you face.

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Working capital projection tool

Calculate the amount of additional working capital required to support an increase in sales.

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Checklists

Business continuity plan checklist

Download our free checklist to develop a plan to reduce the impact of emergencies on your company.

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Business loan checklist

Follow this checklist to prepare a compelling business loan application and boost your odds of getting financing.

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Checklist for creating a website

Follow these steps to create a website that will help you reach your customers and drive your online sales.

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Checklist for your export project

Discover the steps to follow to start exporting your products or services.

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Checklist to create a technology roadmap

Create a technology roadmap to set your priorities and plan your technology implementation.

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Checklist to prepare your business for sale

Preparing your business for sale to get a good price and make the transfer process easier.

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E-commerce checklist

Use this checklist as a step-by-step guide to launch your online business and increase your sales.

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Get started with AI checklist

Follow this checklist to identify and plan for the right AI use cases in your business.

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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.

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Post-merger integration checklist

Follow this checklist ensure the long-term success of your merger or acquisition.

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Toolkits

DEI toolkit

Explore principles related to diversity, equity and inclusion, and tools to help you apply them in your business.

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Business acquisition toolkit

Get a kit specifically designed to prepare, facilitate and complete the purchase of a business.

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Business loan toolkit

Prepare a compelling loan application with our free tools and improve your chances of getting financing.

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Business sale toolkit

Get a kit specifically designed to prepare, facilitate and complete the sale of your business.

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Calculate your business's carbon footprint

Use this free toolkit to estimate your footprint and identify where to take meaningful action.

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Commercial real estate toolkit

Get tools and tips to help you get your bearings and make good commercial real estate decisions.

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E-commerce toolkit

Get started in e-commerce or improve your online sales with free tools and tips.

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Financial management toolkit

Get transparency over your company’s finances.

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HR toolkit

Use our free tools to improve your HR practices to recruit and retain the people you need.

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Operational efficiency toolkit

Learn how to optimize your company’s efficiency to boost productivity and your bottom line.

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Sales and marketing toolkit

Download this toolkit to help you create strong marketing and sales strategies.

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Start-up toolkit

Download this toolkit to help you start your own business.

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Strategic planning toolkit

Download this toolkit to help develop your company’s strategy.

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Tech business toolkit

Use these free tools to help your tech business grow and find financing.

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Reference documents

Distribution channel selection tool

Evaluate various distribution channels and choose what best suits your needs.

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Funding programs for creative and cultural industries

This document brings together programs for the cinema and audiovisual, video game and digital experience industries.

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Funding programs for environmental initiatives

Discover over 60 green governmental active grants, tax credits and loan programs to support your environmental initiatives.

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Guide to the Safe Food for Canadians Regulations

Free guide to help your business comply with Canadian food safety regulations.

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Supply and demand analysis tool

This free tool will enable you to adapt to changing customer behaviors and market conditions.

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Website design agency selection tool

This grid will help you select the right website design agency for your needs.

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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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