Funeral Home Business Plan Template [Updated 2024]

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VII. Operations Plan

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

Functional Roles

To execute on [Company Name]’s business model, the company needs to perform several functions, including the following:

Service and Administrative Functions

  • Sales Executive
  • Undertaker
  • Family Liaison
  • General & administrative functions including legal, marketing, bookkeeping, etc.
  • Milestones

    [Company Name] expects to achieve the following milestones in the following [] months:

    DateMilestone
    [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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