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 need to fulfill the following functional roles to execute its business plan and ensure the company’s success:
Health Care Functions
- Immunizations
- Healthcare counseling
- Preventative health and wellness checkups
- Health screenings
- Setting up and cleaning up treatment and screening rooms
Administrative Functions
- Marketing
- Bookkeeping
- Social media management
- Hiring and training staff
- Maintenance functions
- Staff management and scheduling
- Booking appointments
- Checking patients in
- Other general administrative 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 |
