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
In order to execute [Company Name]’s business model, the Company needs to perform several functions, including the following:
Service Functions
- Schedule appointments and manage calendars
- Schedule travel arrangements
- Make and take phone calls
- Write and respond to emails
- Research leads
- Basic accounting tasks
- Social media management
Administrative Functions
- Correspond with clients
- Create invoices
- Marketing 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:
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 |