Simple Financial Plan Template

Create a simple financial plan for success! Get the tools to achieve your financial goals and track progress with ease.
Or import into an existing account
Simple Financial Plan Template

What is a Simple Financial Plan?

A simple financial plan outlines the goals and strategies for an organization to help it become financially efficient. It should include key metrics like revenue, expenses, cash flow, and profitability. The plan also outlines objectives and actions to reach those goals. With a simple financial plan, organizations can easily track their progress and make adjustments to stay on track.

What's included in this Simple Financial Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Simple Financial Plan template for?

The Simple Financial Plan template is ideal for entrepreneurs, business owners, and financial analysts of any industry. It is designed to help these individuals create a comprehensive financial plan that outlines the framework for improving their organization's financial efficiency. With this template, individuals can easily identify areas for improvement, set goals, and track progress.

1. Define clear examples of your focus areas

A focus area is an area of improvement that an organization wants to target. This could be increasing revenue, reducing costs, improving cash flow, or increasing productivity. It is important to clearly define the focus areas of an organization so that objectives and targets can be set accordingly.

2. Think about the objectives that could fall under that focus area

Objectives are the goals that an organization wants to achieve within each focus area. For example, if the focus area is to increase revenue, then the objective could be to expand sales channels. The objectives should be specific, measurable, achievable, and time-bound.

3. Set measurable targets (KPIs) to tackle the objective

KPIs, or key performance indicators, are metrics that measure the progress of an organization towards achieving its objectives. For example, if the objective is to increase revenues, then the KPI could be to increase monthly revenues by a certain percentage. Setting measurable targets helps to track progress and make adjustments as needed.

4. Implement related projects to achieve the KPIs

Projects, or actions, are the activities that an organization needs to do in order to achieve its objectives and KPIs. It is important to clearly define what tasks need to be done in order to achieve the goals. An example of a project related to Increase Financial Efficiency could be: Evaluate expenses and determine areas for cost reduction.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is a strategy execution platform that helps organizations implement their strategies faster and easier. With Cascade, organizations can easily define objectives, set KPIs, track progress, and make adjustments as needed. By leveraging Cascade's platform, organizations can quickly reach their desired results.

Getting started with your
Simple Financial Plan Template
only takes 20 seconds.
Or import into an existing account