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SME Survey brings you free SME templates. We have compiled a list of templates that we feel will be relevant to SMEs.

If you have a template that you would like to share with our community please email it to info@smesurvey.co.za with a brief description of the template. We will place it on this web page for other SMEs to download.

Extensive Website Checklist
Format: Word
A very extensive checklist for your website.
Rolling Budget Forecast
Format: Excel
A great excel spreadsheet for you to use to forecast your budget.
Source: Microsoft templates adjusted for South African's
Extensive marketing budget to monitor channels and their cost
Format: Excel
An extensive spreadsheet that has a break down of different marketing media and columns representing months to track the budget over a year. SMEs generally use the most affordable marketing channels such as partner marketing, PR, Referral marketing, Outdoor and online. HINT: Your employees can generate alot of word of mouth for you if given the right incentives: make them your brand evangelists. If you download this template make sure you budget for commssion for your employees i.e. see your employees as a channel.
Events budget
Format: Excel
A fairly extensive marketing budget for events and a graph to show income and expenses.
Comprehensive Marketing budget
Format: Excel
Includes all possible marketing expenses with a graph that tracks each expense line item of the twelve month time period
Download a basic start up expenses spreadsheet
Format: Excel
A basic spreadsheet for you to determine your start up expenses
Download your personal quarterly balance sheet
Format: Excel
A balance spreadsheet and graph for your personal weatlh
Download a Loan Amotisation Schedule
Format: Excel
Plug in your details and the loan schdule appears
Download a cashflow statement
Format: Excel
A 12 month cashflow statement with graph to track your liquidity
Download a balance sheet spreadsheet
Format: excel
A quarterly balance sheet tracking spreadsheet with graph
Download a break-even analysis spreadsheet
Format: Excel
Plug in your projected income and expenses and determine your projected revenue
Download presentation that explains the process of working out ROI for the recruitement process
Format: Power Point
Guidelines in working out return on investment
Download presentation on recommending a strategy to managers of your SME
Format: Power Point
Presentation that gives clear guidelines in recommending a strategy
Download presentation on a marketing plan for a specific product
Format: Power Point
Basic marketing plan on introducing a new product/service
Download presentation to show your SMEs financial performance
Format: Power Point
A great template to have to use for a presentation on your SME's financial performance
Download presentation for a quarterly monthly feedback meeting
Format: Power Point
Throw in your SME's details and you are ready for that quarterly meeting
Download presentation used to introduce your company to new employees
Format: Power Point
This is a nice template to use when you need to present to new employees about the company they have just joined
Download basic company expense spreadsheet
Format: Excel
This spreadsheet shows the high level expenses of a business and it is a very basic expense spreadsheet.
Download invoice template
Format: Word
This invoice template is for SMEs who do not have an accounting programme and use excel and would like a basic invoice template.
Download quote template
Format: Word
This quote template is for SMEs who do not have an accounting programme and use excel and would like a basic quote template.
Download comprehensive personal budget spreadsheet
Format: Excel
This spreadsheet has a fairly comprehensive personal budget spreadsheet with a graph to graphically track your cash position at the end of the month.
Download SME electronic newsletter campaign checklist and plan
Format: Word
If you are an SME that that sends out an electronic newsletter to your customers then this checklist is a great way to double check you have tested all the various elements.
Download a basic marketing budget plan
Format: Excel
This spreadsheet has a fairly basic marketing plan budget for any SME business decision maker who where’s the marketing hat in the organisation.
Download Comprehensive guide to writing a good marketing plan
Format: Word
This Word document has a fully comprehensive guide to writing a good marketing plan.
Download a website checklist
Format: Word
If you currently have a website or in the process of designing a website then here is a fairly comprehensive checklist for you to use, to determine whether you have all the elements of a good website.
Download a share of voice analyses spreadsheet
Format: Excel
This spreadsheet shows you how to calculate your share of voice in organic listings of the search engines. Please note before you can use this spreadsheet you need to compile all the keywords that are relevant to your website and group them in three categories, brand, generic and specific.

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