Personal Training Business Plan Template [Updated 2023]

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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 primarily on membership and appointment basis. All classes and personal training sessions will be scheduled in advance, no walk-in appointments will be granted.

The company needs to perform several functions to fulfill and fully execute its business model. [Company name] anticipates using the services of X employees, divided into the following roles:

Service Functions

  • Personal Trainers
  • Dietician
  • Sales/membership manager

Administrative Functions

  • General & administrative functions including legal, marketing, bookkeeping, etc.
  • Hiring and training staff
  • Customer service/front desk functions


[Company name]’s long term goal is to become the most sought for personal training services in the [city] area. We seek to the standard by which other providers are judged.

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 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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