VII. Operations Plan
This Section's Contents
You can download our Trucking Business Plan Template (including a full, customizable financial model) to your computer here.
Functional Roles
[Company Name] will carry out its operations at its headquarters in [Location]. The business location will be used for sales, customer service, client meetings and bookings. It will house [x] full-time staff.
[Founder’s Name] will work as the primary salesperson for the company’s services, although the assistant manager and administrative assistant may be trained in sales activities over time.
The Company intends to employ [x] admin staff, [x] mechanics for the trucks’ maintenance, [x] drivers and [x] security personnel. In order to execute on [Company Name]’s business model, the Company’s employees divide the following roles:
Service Functions
- Assistant Manager
- Mechanics
- Drivers
- Customer service representatives
- Security personnel
Administrative Functions
- General & administrative functions including marketing, bookkeeping, etc.
- Delivery scheduling
Milestones
[Company name]’s long term goal is to become the most reliable and cost-efficient trucking company in the U.S. We seek to be the standard by which other providers are judged.
The following are a series of steps that lead to our vision of long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:
Date | Milestone |
---|---|
[Date 1] | Finalize lease agreement |
[Date 2] | Design and build out [Company Name] |
[Date 3] | Hire and train initial staff |
[Date 4] | Kickoff of promotional campaign |
[Date 5] | Launch [Company Name] |
[Date 6] | Reach break-even |