Santa Cruz SBDCAptos, CA
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Templates-Plans-Forms

We're dedicated to helping small businesses. Click a link below to get started!

Starting a Business

Starting a business in Santa Cruz County Checklist   View the Checklist

SBA Guide to Starting a Business   Go to SBA.gov

Santa Cruz SBDC's Business Resource Guide   View the Guide

Planning

Lean Planning Canvas (business planning brainstorm)  

View the Canvas   Written Instructions  Instructional Video

Business Plan Template ​  PDF   WORD

SBA Online Planning Template   Go to SBA.gov

Marketing Plan   PDF   WORD

Financial Forecasting   PDF   EXCEL

SBA Financial Management Guide   PDF

Tracking

Forecasting Sheet   EXCEL 

Monthly Forecast vs. Actual   EXCEL

 

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It all starts here. Complete the application and submit your request. A member of the SBDC will follow up with you and help you achieve your small business goals -- at no cost to you.
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COVID-19

As concerns continue about coronavirus (COVID-19), we’re here to help you navigate available resources, answer your business questions and be a trusted partner for your business
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Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA or HSU Sponsored Programs Foundation.