1. Operational Plan
Add your brand

2. Table of Contents Executive Summary Strategic Context
Company Objectives
Key Performance Indicators
Financial Summary
Hiring Plan
Key Assumptions and Risks
Goals by Team
Next Steps
Add your brand

3. Executive Summary
Major point 1
Major point 2
Major point 3

4. Strategic Context
Restatement of company mission, vision, and/or strategy
Any changes in competitive environment?
Just raised round of capital that you’re going deploy?

5. Company Objectives
What is company trying to accomplish in next 12 months?
What are major company goals and milestones?
If earlier stage company, which business model hypotheses are being validated?

6. Key Performance Indicators (KPIs)
KPI 1 by X date
KPI2 by Y date
KPI3 by Z date

7. Financials Summary: Base vs. Stretch Plan
Base Plan
Stretch Plan
Comments
KPI1
KPI3
Revenue
Cost of Sales
Gross Profit
Customer Acquisition Cost
Other Operating Expense
Operating Profit
Change in Cash
Ending Cash
Employees (FTEs)
Note: if you are pasting in output of your financial model from Excel, remember to “paste as image” (otherwise you may end up embedding your entire model in your PowerPoint presentation)

8. Financials by Quarter: Base Plan
2019
KPI1
KPI3
Revenue
Cost of Sales
Gross Profit
Customer Acquisition Cost
Other Operating Expense
Operating Profit
Change in Cash
Ending Cash
Employees (FTEs)
Note: if you are pasting in output of your financial model from Excel, remember to “paste as image” (otherwise you may end up embedding your entire model in your PowerPoint presentation)

9. Financials by Quarter: Stretch Plan
2019
KPI1
KPI3
Revenue
Cost of Sales
Gross Profit
Customer Acquisition Cost
Other Operating Expense
Operating Profit
Change in Cash
Ending Cash
Employees (FTEs)
Note: if you are pasting in output of your financial model from Excel, remember to “paste as image” (otherwise you may end up embedding your entire model in your PowerPoint presentation)

10. Financial Detail Slide 1
Potential topics:
New customer acquisition costs, customer lifetime value, payback period
Customer repeat rates
Revenue growth year-over-year
Gross margin improvement
Operating cost changes
Etc.

11. Hiring Plan: Positions by Quarter

12. Team Goals Team 1Q18 2Q18 2H18 Engineering Product Marketing Sales
Support
Finance/Admin

13. Risks & Mitigating Strategies
Mitigation 1
Risk 2
Mitigation 2
Risk 3
Mitigation 3

14. Next Steps Board approval of operating plan and budgets
Reporting format and cadence (monthly, quarterly)

15. Revenue by Business Line by Quarter

16. Operating Expenses by Category by Quarter

17. Cash Position by Quarter
Chart of cash balance, burn rate, and months of cash by quarter

18. Product Roadmap by Quarter
Major product launch deliverables

19. Copy this slide to have 1 slide for each team
Marketing Team Goals
Areas of Focus
1Q18
2Q18
2H18
Area 1
Results 1
Result 2
Metric 1
Metric 2
Area 2
Area 3
What are the primary areas of focus, expected results, and key metrics for this team?
Copy this slide to have 1 slide for each team

20. Sales Team Goals Areas of Focus 1Q18 2Q18 2H18 Area 1 Area 2 Area 3
Results 1
Result 2
Metric 1
Metric 2
Area 2
Area 3

21. Product Roadmap by Quarter
Major product launch deliverables

22. Appendix
Any deliverables that may add to the explanation and presentation of your business plan go here.