CBD Business Plan Template [Updated 2024]

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VII. Operations Plan

This Section's Contents

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Functional Roles

In order to execute [Company Name]’s business model, the Company needs to perform many functions, including the following:

Administrative Functions

  • Marketing functions
  • Bookkeeping functions
  • Hiring and training staff
  • Sourcing suppliers and managing supplier relations
  • Website and social media management

Sales And Customer Service

  • Providing customer service
  • Stocking and maintaining store
  • Payment processing
  • Fulfilling online orders
  • Janitor/maintenance personnel to keep the store clean


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 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

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