2015 Operational Plan
Template
A presentation template for your company’s
2015 operating plan
Table of Contents
To change the fonts and colors in
this presentation, choose a
different template from the
PowerPoint “Design” menu or just
paste these slides into your
company’s standard PowerPoint
presentation
• Executive Summary
• Strategic Context
• Company Objectives
• Key Performance Indicators
• Financial Summary
• Hiring Plan
• Key Assumptions and Risks
• Goals by Team
• Next Steps
2
Executive Summary
• Major point 1
• Major point 2
• Major point 3
Tell the story in 1-2 slides. Just the
major points. If you had 60
seconds to say it, how would you
describe the plan for the next year?
3
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?
Remind audience of
the big picture.
4
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?
At the highest level, what are
you trying to accomplish this
year? List 2-4 of your most
important objectives.
5
Key Performance Indicators (KPIs)
• KPI 1 by X date
How will you know if your are
successful in achieving your
plan? List 3-5 most important
measures of success.
• KPI2 by Y date
• KPI3 by Z date
6
Financials Summary: Base vs. Stretch Plan
Financial summary
comparison of base plan
vs. stretch plan
Base Plan
Stretch Plan
KPI1
KPI1
KPI3
Revenue
Cost of Sales
Gross Profit
Customer Acquisition Cost
Other Operating Expense
Operating Profit
Change in Cash
Ending Cash
Employees (FTEs)
7
Comments
Financials by Quarter: Base Plan
Major financial line items
of plan by quarter.
1Q15
2Q15
3Q15
4Q15
KPI1
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
2015
Financials by Quarter: Stretch Plan
Major financial line items
of plan by quarter.
1Q15
2Q15
3Q15
4Q15
KPI1
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
2015
Financial Detail Slide 1
• Potential topics:
You will likely want to go
into more detail on 2 or 3
major components of the
financial plan. Describe those
points in 2 or 3 Financial
Detail slides.
- New customer acquisition costs, customer
lifetime value, payback period
- Customer repeat rates
- Revenue growth year-over-year
- Gross margin improvement
- Operating cost changes
- Etc.
10
Hiring Plan: Positions by Quarter
50
44
45
40
36
35
Finance/Admin
32
Support
30
25
20
Product
24
Marketing
19
Sales
Engineering
15
10
5
0
4Q14
1Q15
2Q15
3Q15
11
4Q15
Most growth companies
have a significant amount
of hiring planned for the
next 12 months.
Summarize the hiring
plan here.
Team Goals
Team
1Q15
2Q15
Engineering
What are the
proposed primary
objectives and key
results for each
team?
Product
Marketing
Sales
Support
Finance/Admin
12
2H15
Risks & Mitigating Strategies
• Risk 1
- Mitigation 1
What could go wrong?
How will you mitigate
those risks?
• Risk 2
- Mitigation 2
• Risk 3
- Mitigation 3
13
Next Steps
• Board approval of operating plan and budgets
• Reporting format and cadence (monthly,
quarterly)
What are the proposed
next steps? Summarize
those here.
14
Appendix
Any useful information that
may not be required for the
for the main story line? Put
those slides in this section.
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
Marketing Team Goals
Areas of Focus
1Q15
Area 1
Results 1
Result 2
2Q15
2H15
Metric 1
Metric 2
What are the primary
areas of focus, expected
results, and key metrics
for this team?
Area 2
Copy this slide to have 1
slide for each team
Area 3
20
Engineering Team Goals
Areas of Focus
1Q15
Area 1
Results 1
Result 2
2Q15
2H15
Metric 1
Metric 2
What are the primary
areas of focus, expected
results, and key metrics
for this team?
Area 2
Copy this slide to have 1
slide for each team
Area 3
21
Product Roadmap by Quarter
• Major product launch deliverables
22
For More Information:
Trey Pruitt
@treypruitt
Banner Peak Group
http://www.bannerpeakgroup.com/
23
Template version 2014-12-20