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
[Company Name] will carry out its day-to-day operations on an appointment basis. Walk-in clients will be accommodated when possible. However, purchases of related wellness products are offered on a walk-in basis.
In order to execute [Company Name]’s business model, the company needs to perform several functions. The majority of employees will assist in upselling customers in addition to the primary functions. [Company Name] anticipates using the services of [X] employees, divided into the following roles:
Service Functions
- IV hydration treatments and injections (in office)
- Mobile IV hydration treatment and injections
- Nutritional counseling
- Teaching classes
Administrative Functions
- Marketing functions
- Bookkeeping functions
- Hiring and training staff
- Sourcing and storing products
- Appointment making
- Customer service/payment processing functions
- Treatment room preparation and cleaning
Miscellaneous
- Maintenance functions
Milestones
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 |
