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Operational Plan Template - Extraco Banks

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Operational Plan
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Table of Contents
Executive SummaryStrategic ContextCompany ObjectivesKey Performance IndicatorsFinancial SummaryHiring PlanKey Assumptions andRisksGoals by TeamNext Steps
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Executive Summary
Major point 1Major point 2Major point 3
3
Strategic Context
Restatement of company mission, vision, and/or strategyAny changes in competitive environment?Just raised round of capitalthat you’re going deploy?
4
Company Objectives
Whatis company trying to accomplish in next 12 months?Whatare major company goals and milestones?Ifearlier stage company, which business model hypotheses arebeing validated?
5
Key Performance Indicators (KPIs)
KPI 1 by X dateKPI2 by Y dateKPI3 by Z date
6
Financials Summary: Base vs. Stretch Plan
7
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)
Financials by Quarter: Base Plan
8
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)
Financials byQuarter: Stretch Plan
9
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)
Financial Detail Slide 1
Potential topics:New customer acquisition costs, customer lifetime value, payback periodCustomer repeat ratesRevenue growth year-over-yearGross margin improvementOperating cost changesEtc.
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Hiring Plan: Positions by Quarter
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Team Goals
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Risks & Mitigating Strategies
Risk 1Mitigation 1Risk 2Mitigation 2Risk 3Mitigation 3
13
Next Steps
Boardapproval of operating plan and budgetsReportingformat and cadence (monthly, quarterly)
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Revenue by Business Line by Quarter
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Operating Expenses by Category by Quarter
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Cash Position by Quarter
Chart of cash balance, burn rate, and months of cash by quarter
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Product Roadmap by Quarter
Major product launch deliverables
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Marketing Team Goals
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SalesTeam Goals
20
Product Roadmap by Quarter
Major product launch deliverables
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Appendix
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Operational Plan Template - Extraco Banks