Self storage business-plan worksheet
Unit Manager Pro — planning aid

Project and decision
Site, owner, date and decision this plan supports.
Notes: ______________________________

Demand evidence
Who needs the space? Record competitor sizes, ongoing rents, availability, customer conversations, dates and sources.
Notes: ______________________________

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

Capacity and opening phases
Initial sizes and quantities, usable capacity, access areas and criteria for expansion.
Notes: ______________________________

Setup budget
Supplier quotes, delivery, groundworks, security, fees, contingency and payment dates. Mark every assumption.
Notes: ______________________________

Monthly costs and income
Rent, occupancy, discounts, site costs, labour, maintenance, software and processing. Keep finance and tax separate.
Notes: ______________________________

Cash and downside scenario
Slow opening, lower rents, higher costs, peak cash shortfall, reserve and funding source. Avoid counting reserves twice.
Notes: ______________________________

Operations and customer journey
Booking, agreement, payment setup, support, inspection, access incidents and responsible people.
Notes: ______________________________

Marketing and first 90 days
Channels, budget, completed enquiry/rental measure and review dates.
Notes: ______________________________

Risks and next decisions
Unverified assumptions, advisers, evidence required, owner and deadline for each action.
Notes: ______________________________