Our Top 15 One-Page Financial Plans, Finance Proposals, Budgets, and Executive Summaries

It is no surprise that even the most aspiring entrepreneurs become confused and paralyzed when managing their financial resources. They inevitably turn hopeless and look for ways to condition their business to financial atrocities. Therefore, it is important to have a concrete financial plan as having one will allow you to save resources and achieve long term financial gains. A good financial plan provides a comprehensive picture of your financial health and any strategies that seem to improve it. With details like cash flow, savings, investments, debts, and others, it helps to simplify your financial life. Also, with a well-collaborated financial plan, money management is not as complicated as it seems, therefore helping you give your best and take out the best from your employees! But the question here is which financial plan to go for: glitzy one embossed with pretty graphs exceeding up to 30-40-50 slides or essentially a one-page financial plan that is short, succinct and to-the-point? 

 

We like simple, and we are sure you will agree with us too! Hence, we prefer a one-pager over an elaborative one, especially after becoming a fan of ‘Carl Richard’s- The One-Page Financial Plan’ book. The book where he strips his finance down to a few important topics one by one making the reader ‘smarter’ and more informed. Since he focuses on the big-picture and highlights it every now and then, his book refrains from getting drawn into the weeds and becoming trapped in the usual money cycle. 

 

Taking inspiration from his book and the leads presented by it, we have designed 15  one page financial plans, finance proposals, budgets, and executive summaries. These templates follow the basic principles of a one-page financial plan and thus provide clarity about the big picture, helping you to cope with the unexpected. These will help you bridge the gap between where you are on the financial ladder and where you want to go, with their one-of-a-kind layout that screams perfection and professionalism! 

 

One-Page Financial Plans, Finance Proposals, Budgets, and Executive Summaries

 

Template 1

 

Present a complete overview of the annual budget of the Government to make informed decisions. This one-page financial plan portrays and covers key facets of the budget. These include the annual budget process, annual budget deficit, proposed discretionary services, budget overview, and several others, each of which can be adjusted as per your information. The charts and graphs added are automatically updated after you feed in your desired information. Hence, you will face no difficulty in adapting it to your budget presentation requirements.

 

Download Summary One Page Of Government Annual Budget Document PPT PDF Doc Printable

 

Template 2

 

Provide a holistic overview of your healthcare business and its finances by making use of this one-page financial plan layout. This single layout is competent enough to explain the financial health of your company, making it a highly valuable resource. Key finance indicators that showcase the overall financial performance of your organization can be elaborately presented here to make the viewers comprehend the current situation easily. These include key facts, our products, cash flow statements, etc, that can be fed with valuable information as per your company’s demands. 

 

Download Summary One Page Healthcare Company Financial Analysis Document PPT PDF Doc Printable

 

Template 3

 

A thorough business plan can be laid out in front of investors to get funded with this exceptional one-page financial plan template. This single page will help you demystify everything that is of value to your business such as its summary, customers, customer problems, contact, and several others. Since it is one-pager it helps in reflecting key information very competently without getting too bogged down with unnecessary information. 

 

Download One Page Business Summary For Investors Document PPT PDF Doc Printable

 

Template 4

 

This one-page financial plan template corresponds well to the needs of a start-up and new business venture to present their pitch in a convincing manner. The fund acquiring process is something that is pretty challenging for a startup. Therefore this single page template is designed by our experts to help ease the work of the user. Anybody can develop this single page layout to explain everything about their mobile development organization and its essential activities. 

 

Download Mobile App Development One Page Summary For Investors Document PPT PDF Doc Printable

 

Template 5

 

Acquire funds from your investors with this one-page financial plan layout. This template corresponds well to the needs of transportation and freight companies, looking for innovative ways to make an opening. Due to its simple yet competent design layout, it is a must-have template to portray yourself in the most amazing manner. It helps in gaining a competitive advantage over the competitors as it makes the concepts presented a lot more comprehensible for the reader. 

 

Download One Page Transportation Summary For Investors Document PPT PDF Doc Printable

 

Template 6

 

This one-page template acts as an instrument to demystify the financial status of your company. Everything ranging from the company’s product line, financial ratios, team, geographic sales, and others can be easily presented here. This makes the interpretation process a lot easier for the viewer as well as the presenter. Since it is a one-page plan it displays everything on a single layout that can be adapted easily. 

 

Download Summary One Page Food And Beverages Company Financial Analysis Document PPT PDF Doc Printable

 

Template 7

 

Anticipated marketing budget plan and its outlays can be proficiently explained with this one-page template. Showcase the different parameters to judge whether the budget has been allocated properly or not. Proper allocation of the resources will ensure that all the incongruencies are met even before they arise. This single page presents everything in an easy-to-view and review format, making it an instrument that is favorable for every user.  

 

Download Summary One Page Of Marketing Budget Plan Document PPT PDF Doc Printable

 

Template 8

 

Quarterly budget analysis of your organization can be presented with this one-page financial plan template. Since it covers a broad spectrum of aspects it can facilitate as a good financial report template that can be downloaded and used. Also, with a few clicks, you can alter it as per your liking, as this one-pager presents a user-friendly layout. 

 

Download Summary One Page Of Annual Budget Analysis Document PPT PDF Doc Printable

 

Template 9

 

Highlight the parameters that explain the financial withstanding of your eCommerce business with this template. This single layout displays a wide spectrum of parameters that will make the financial health status of your company evident to the users, thus helping them take the necessary steps. This one page can be presented in front of anybody to create a point of difference. Its healthy layout is sure to help you crack the deals, make amends, or fulfill any purpose you like.

 

Download Summary One Page E Commerce Company Financial Analysis Document PPT PDF Doc Printable

 

Template 10 

 

Profitable market opportunities can be tapped and used to one’s advantage with this one-page template. This template is ideal for any industry but it is especially useful for the technology-based industries who like proposing themselves in a creative way. The innovative layout and its resourcefulness will help you attract the necessary funders. Therefore download it now!

 

Download One Page Technology Investment Summary For Investors Document PPT PDF Doc Printable

 

Template 11

 

This is yet another meticulously crafted one-page financial plan design for the healthcare industry. Though any other industry can use it to their advantage, it is specially designed to keep in mind the needs and aspirations of the health industry. It highlights some of the major financial KPIs and other aspects like the summary, team, product line, etc. that can be altered and filled with valuable information. 

 

Download Summary One Page Healthcare Industry Company Profile Document PPT PDF Doc Printable

 

Template 12 

 

Attract more investment opportunities and get funded by deploying this one-page design. This is one sure shot way to advertise your business handlings in a creative way. Add valuable information about your company and its ethics here in this single layout. As such pertinent information about the financing needs, property information, and several others can be reflected here in the simplest form. 

 

Download One Page Flip Investment Summary For Investors Document PPT PDF Doc Printable

 

Template 13 

 

This is a great instrument to initiate the process of making a promise between two parties. It can be handed as flyers or even used as a contact equipped with all the information that is of value to the company. These involve points and factors like borrower information, lender information, loan information, and several others that can be neatly displayed. You can also use it as a guarantee document to smoothly carry on the lending process without any unnecessary bumps. 

 

Download One Page Promissory Note For Lending Money Presentation Report Infographic PPT PDF Document

 

Template 14

 

This is yet another intuitively designed one page to make a promise regarding the repayment of the loan. With aspects like lender name, amount, etc. neatly displayed and highlighted, this a great design to own. You can also get it signed to make the deal more stable. Feed-in any signature you like of any information you feel is presenting as this single layout is fully editable. 

 

Download One Page Promissory Note For Repayment Of Money Presentation Report Infographic PPT PDF Document

 

Template 15

 

Present details of financial goals and achievements here. This template is a great takeaway design that will help you to display the major financial facets of your business. Apart from this, it will also help you display other aspects of value like company name, the importance of budget, etc. in an easy to view and review format. This will make the interpretation process for the viewer a lot more easy and convenient. 

 

Download Summary One Page Of Annual Budget Components And Importance Document PPT PDF Doc Printable

 

We hope you like our meticulously crafted collection of one-page financial plans, finance proposals, budgets, and executive summaries. If you do, download them now!

 

Looking for more such inspirational designs? Then click here to gain access to our extensive collection.