UNIT MANAGER PRO

Self storage business-plan worksheet

Fill in the notes, then print or save as PDF before closing. Entries are not sent anywhere and are not saved automatically. This is a planning aid, not legal advice or a lender-approved forecast.

Project and decision

Site, owner, date and decision this plan supports.

Demand evidence

Who needs the space? Record competitor sizes, ongoing rents, availability, customer conversations, dates and sources.

Site and permissions

Survey, access, lease/title restrictions, permissions, delivery, drainage, security and professional checks still required.

Capacity and opening phases

Initial sizes and quantities, usable capacity, access areas and criteria for expansion.

Setup budget

Supplier quotes, delivery, groundworks, security, fees, contingency and payment dates. Mark every assumption.

Monthly costs and income

Rent, occupancy, discounts, site costs, labour, maintenance, software and processing. Keep finance and tax separate.

Cash and downside scenario

Slow opening, lower rents, higher costs, peak cash shortfall, reserve and funding source. Avoid counting reserves twice.

Operations and customer journey

Booking, agreement, payment setup, support, inspection, access incidents and responsible people.

Marketing and first 90 days

Channels, budget, completed enquiry/rental measure and review dates.

Risks and next decisions

Unverified assumptions, advisers, evidence required, owner and deadline for each action.