Seven groups, each one a strand of work a new business has to get through before and just after it opens. They overlap on purpose: the company gets registered while the plan is being written, and the product is built while the lender makes up its mind.
| Phase | What happens | Owners |
|---|---|---|
| Research and business plan | The idea on one page, market research and customer conversations side by side, pricing, the financial model and the written plan. Ends on Business plan finished. | Founder, co-founder, accountant |
| Legal and admin | Register the company, then the bank account, tax set-up, licences, customer terms and insurance, all waiting on the registration. | Founder, accountant, lawyer |
| Funding | Pitch deck, the loan or grant application, investor meetings and the lender's decision. Ends on Funding confirmed. | Founder |
| Product or service | The first version, a pilot with five customers and the fixes it turns up. Ends on Ready to sell. | Co-founder |
| Brand and pre-launch | Name check and logo, the website once there is money for it, then a pre-launch list. | Designer, founder |
| First hire | Job description, payroll, hiring and a first week of training. | Founder, accountant |
| Launch and first 90 days | Launch day, the launch campaign, a weekly check of sales against the forecast, four weeks of customer notes, and reviews four and 13 weeks after launch. | Founders |
Both, in a way. The written plan explains what the business is, who buys from it and why the numbers work. The Gantt chart is the part that says when each thing happens and what it depends on, and it usually goes into the plan as the milestones section or an appendix.
That is why writing the plan sits inside the chart as a task. Its checklist has a line for the milestones section, and the four milestone markers are the dates to copy into it: Business plan finished, Funding confirmed, Ready to sell and Launch day. Anyone reading the plan gets the short version, and you keep the full chart for running the work.
Because spending money you have not got yet is how new businesses run out of cash before they open. In the template, three tasks are linked to the Funding confirmed milestone: the website by a paid designer, the first job description and payroll set-up. Advertising the job and onboarding follow the job description, so none of the hiring can start until the money is confirmed either.
Everything the founders can pay for themselves starts earlier. Research, registering the company and building the first version all run before the funding decision, so the months spent waiting on a lender are not wasted. If your business is funded from savings or first sales instead of a loan, keep the milestone and rename it to the point where you can afford to spend, because the gate still matters.
Two of them. The lender's decision and the licence approval are drawn as long bars named Wait, because the bar is someone else's processing time rather than work you are doing. They are the dates most likely to move, and the chart treats them very differently.
The licence has room. It finishes around six weeks before the business is ready to sell, so a slow approval will not touch launch day unless it is more than about six weeks late. The lender's decision has no room at all. It sits on the longest chain in the plan: the written plan, the pitch deck, the application and the decision, then the website and the first hire, then launch day.
To see this on the chart, turn on Critical path and Hide weekends under Settings. The chains with no spare time are highlighted, and the licence, the legal work and payroll are not, which tells you where a late date is a problem and where it is just irritating.
Launch day moves by the same amount. Turn on Auto schedule and Hide weekends under Settings, so the chart counts working days, and stretch the Wait: lender decision bar by two weeks. The Funding confirmed marker moves, and so do the website, the job advert, onboarding, Launch day and both reviews behind it.
The chart also shows what you can do about it, because three separate chains end at Launch day: the product, the pre-launch marketing and the first hire. A late decision delays the marketing and hiring chains, but the product chain only depends on the founders. That gives you three options to compare:
Show less than you plan with. Someone deciding whether to lend you money wants the shape of the next six months, not who writes the customer terms. Collapse the groups so each phase shows as one bar with its milestone, switch the timescale to Month, and the chart fits on one page.
If the person reading it mostly cares about the big checkpoints, the milestone-led project timeline is a sparser layout built for exactly that audience.
Click Use template and the whole plan lands in your account starting on the coming Monday, with every link in place. Then work through it in this order:
If the launch itself is the bigger job, with documentation, support and sales all getting ready at once, the product launch plan covers those weeks in more detail. For comparing tools to run a small business's projects once it is open, see our pick of small business Gantt software.
Few ask for one by name. What they do want to know is what the money pays for, in what order, and when the business starts earning. A one-page chart with four or five milestones answers that faster than a page of prose, so it usually sits in the milestones section or an appendix.
Plan the run-up to launch and the first three months in tasks, as the template does. Show anything beyond that as broad phases. Dates a year out are guesses, and a chart full of precise guesses looks more certain than the plan really is.
Yes. Copy it into your free account, change what you need, then use Export to download it as an Excel file. The same menu also exports PDF, an image and Microsoft Project XML, which is the usual way to attach the timeline to a written plan.