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] has hired employees to fulfill some of the following roles. Other employees will need to be hired to execute and complete the current and projected plan for growth.
Transportation Team Functions
- Securing and confirming transport orders
- Establishing communication with primary client and support team
- Setting appointment times for pick-up/returns/transfers
- Follow “10-Point Client Care System” to logistically ensure care and safety
Administrative Functions
- Process and confirm all appointments for transport
- Oversee client relationships and provide service, as needed
- Invoice primary clients or support personnel, as directed
- Interface with or redirect Transportation Teams, as needed
Maintenance & Care Functions
- Oversee all transport vehicles for safety and comfort features
- Maintain sanitizing of interiors or any areas of client contact
- Maintain vehicles and care for routine tire pressure checks, gas refueling, etc.
- Ensure all medical equipment meets safety standards and protocols.
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 |
