Mental Health Private Practice 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

[Company Name] will carry out its day-to-day operations on an appointment basis. Clients can make an appointment through our website or by calling the office. [Company Name] will have a comfortable waiting area, but patients will likely be seen within 5-10 minutes of checking in at the front desk.

In order to execute [Company Name]’s business model, the company needs to perform several functions:
Service Functions

  • Individual counseling services
    • Cognitive Behavioral Therapy
    • Dialectical Behavioral Therapy
    • Interpersonal Therapy
  • Mental health disorder diagnosis
  • Medication prescription and management

Administrative Functions

  • Marketing functions
  • Bookkeeping functions
  • Hiring and training staff
  • Sourcing and storing supplies
  • Appointment setting
  • Customer service/payment processing 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:

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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