VII. Operations Plan
This Section's Contents
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Functional Roles
[Company name] will carry out its day-to-day operations primarily on an appointment basis. Clients will make regularly scheduled appointments to review the contents and progress of their investment portfolio. These will primarily occur in-office or or over the phone. Walk-ins looking for financial advice will also be welcome. Walk-in clients will be billed on an hourly basis.
[Founder’s name] will work on an as-needed basis, but can be expected to be present in the office during normal business hours. [Company Name] will hire multiple investment managers as needed to accommodate a growing client-base. The company will also employ an administrative assistant who will support marketing and client relationship development efforts.
Administrative Functions
- General and administrative functions including legal/compliance, marketing, bookkeeping, etc.
- Client communication and scheduling
- Brand management and social media
Milestones
The following are a series of steps that lead to the Company’s 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 |
