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Trucking Business Plan Template [2021 Updated]

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VII. Operations Plan

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You can download our Trucking Business Plan Template (including a full, customizable financial model) to your computer here.

Functional Roles

[Company Name] will carry out its operations at its headquarters in [Location]. The business location will be used for sales, customer service, client meetings and bookings. It will house [x] full-time staff.

[Founder’s Name] will work as the primary salesperson for the company’s services, although the assistant manager and administrative assistant may be trained in sales activities over time.

The Company intends to employ [x] admin staff, [x] mechanics for the trucks’ maintenance, [x] drivers and [x] security personnel. In order to execute on [Company Name]’s business model, the Company’s employees divide the following roles:

Service Functions

  • Assistant Manager
  • Mechanics
  • Drivers
  • Customer service representatives
  • Security personnel

Administrative Functions

  • General & administrative functions including marketing, bookkeeping, etc.
  • Delivery scheduling

Milestones

[Company name]’s long term goal is to become the most reliable and cost-efficient trucking company in the U.S. We seek to be 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:

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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