Templates & Worksheets
Last updated: January 2025
With this resource, you'll learn how to:
Define your business goals and target audience
Plan marketing strategies to attract and retain clients
Set financial objectives and operational priorities for your practice
Running a private practice is an exciting journey—and one that also requires a good bit of planning. Having a solid business plan from the outset will not only help you define your goals, but also set you up for growth, financial stability, and fulfilling work with your clients.
This worksheet is designed to guide you through the steps of creating a business plan for your private practice. Build a strong foundation by outlining your ideal clients, setting financial goals, identifying effective marketing strategies, and sorting out your operational needs. Whether you’re just starting out or looking to add more structure to your existing practice, this business plan worksheet can help you get organized and stay on track.
Download the worksheet to start creating a roadmap for your private practice’s success.
We believe that when clinicians have the support they need, mental health care gets better for everyone.