Roofing 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 office operations primarily on an appointment basis. Clients will make appointments to discuss potential and current projects. Clients will be able to set appointments online, on-site, or over the phone.

[Founder’s Name] will work on an as-needed basis, generally Monday through Friday. Roofing contractors will work flexible schedules so someone will always be available, seven days a week.

Project management software will be utilized to control the schedule and costs of each project, and to manage the resources (labor and equipment) applied to the different projects.


The following are a series of steps that lead to the company’s vision of long-term success. [Company Name] expects to achieve the following milestones in the next [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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