Business Plan Template

Every good business begins with a good plan. We require a full business plan for the majority of our loans. If you aren't sure how to complete a business plan start with our business plan template and this helpful guide to teach you how to navigate the template.

Business Model Canvas Template

For smaller loans we sometimes allow applicants to submit a Business Model Canvas (BMC). Download the business model canvas template and start planning a business model straight away. ​

Mobile Entrepreneur Handbook

This handbook is a practical tool to help you launch, grow, and sustain a successful mobile business on the Coast. It walks you through a clear, step-by-step process—from refining your concept and understanding local requirements to building your brand and managing finances effectively.

Mission, Vision & Values Worksheet

This worksheet is designed to help you define the core of your business through structured phases. Think of your business as a bridge:
Mission: Your reason for building and where you want to go. Values: The foundations you set for yourself. Vision: Where you are going to get to.

Customer Personas Worksheet

Define your target audience and customer profiles with clarity and confidence. Build detailed personas, outlining key demographic and behavioural traits to create a clear picture of your ideal customers, enabling you to create more effective marketing strategy.

Value Proposition Worksheet

Clarify what sets your business apart and why it matters. This worksheet walks you through the process of identifying your target customers, their needs, and how your product or service delivers meaningful value.

Customer Journey Mapping 

Understand how customers experience your business from first contact to long-term loyalty. This worksheet helps you map key touchpoints, emotions, and opportunities to create a smoother, more engaging journey.

Empathy Map Worksheet 

​Gain deeper insight into what your customers think, feel, and care about. This worksheet helps you step into their shoes and uncover what drives their decisions and shapes their experiences.

Brand Definition Worksheet 

Define how you want your brand to be seen, felt, and remembered. This worksheet guides you in identifying your unique voice, values, and market position to build a brand that truly connects.

Mission-Based Brand Worksheet

This worksheet helps you think bigger about your business by shifting the focus from what you sell to the impact you want to make. It guides you in reframing your mission so that customers connect not just with your products or services, but with your purpose.

SWOT Worksheet

Identify your strengths, weaknesses, opportunities, and threats with this easy-to-use worksheet. It helps you think strategically about where your business stands today and how you can plan for future growth and challenges.

5 P's of Marketing Worksheet

​Strengthen your marketing strategy by working through the five essential pillars: Pain, Product, Price, Place, and Promotion. This worksheet helps you think through each step so you can connect more effectively with your customers and build a stronger brand.

Business Setup & Compliance Checklist

Get your business off the ground with confidence. This step-by-step checklist covers everything from registration and licensing to insurance, contracts, and launch readiness—tailored to BC and Canadian requirements.

Business Planning Flow Chart

Visualize your path from setup to sales with this flow chart. It helps you map out business structure, licensing, supply, packaging, and delivery—so you can streamline operations and get your product or service ready for market.