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 many functions, including the following:
Administrative Functions
- Bookkeeping
- Marketing
- Website and social media maintenance
- Provide customer service
- Hiring and training staff
- General maintenance functions
- Marketing
Inventory and Warehouse Functions
- Stock and organize products
- Count inventory for accuracy
- Keep warehouse clean and organized
- Inspect products often to ensure quality
- Maintain temperatures in refrigerated and climate-controlled facilities
- Provide excellent customer service
- Accept and mail out parcels for clients
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 |
