18 Month Plan Template

18 Month Plan
YOUR NAME
COMPANY NAME / Co-Founder & CEO
myname@company.com
Table of Contents
1
1. Summary…………………………………………...………………………..………Page 1
2. The Business………………………………………………………………..……… Page 1
3. The Market………………………………………………...………………..……… Page 1
a) Target Market……………………………………………………….……..…….. Page 4
b) Marketing Strategy……………....……………………………………….…..…..Page 4
4. Investors………………………....……………………………………………..……Page 5
5. The Future…………………...………………………………………….……..…….Page 5
a) Vision Statement……….…………………………………………….……….......Page 5
b) Goals and objectives….…………………………………………….………….…Page 5
6. Management…………………………………………………………….……..…….Page 6
7. Team…………………...……………………………………………………...……..Page 6
8. Required Staff…………………....……………………………………………...…..Page 7
9. Recruitment Options…………………………………………………………...……Page 9
10. Pricing Strategy………………………………………………………………..…… Page 9
11. Growth Potential…………………………………………………………...….…...Page 10
12. Risk Management………………………………………….…………………….…Page 10
13. Legal Considerations……………………………………….…………………..…..Page 11
14. Customer Management…………………………………….……………………....Page 12
15. Competitors…………………………………………………...…………………....Page 13
16. Advertising……………………………………………….….……………………..Page 14
17. Action Plan……………………………………………….….……………………..Page 14
18. Tech Integration………………………………………...………………………….Page 15
19. The YOUR COMPANY
Fund………………………………………………………………….Page 15
20. Broker-Dealer…………………………………………...………………………….Page 17
21. YOUR COMPANY
Event………………………………………...……………………………Page 18
22. Learn.YOUR
COMPANY.Com………………………………………………………………..Page 18
23. International Expansion…...……………………...…….………………………….Page 19
24. Finances ...……………………...…….…………………………………………….Page 20
2
1. Summary
YOUR COMPANY was founded in XXX and has its headquarters in NAME YOUR CITY.
With over XXX registered users and XXX paying costumers, YOUR COMPANY is a leading
business in the YOUR SECTOR industry. To date, XXX costumers have used our service
generating over XXX in revenues.
Moreover, YOUR COMPANY provides XXX and XXX services. As of INSERT CURRENT
DATE, XXX costumers register for our services on a monthly basis.
YOUR COMPANY’s competitive advantage relies on NAME YOUR ADVANTAGE. With this
in mind, YOUR COMPANY….. DESCRIBE MORE IN DETAIL YOUR ADVANTAGE
2. The Business
Business name: YOUR COMPANY Corporation
Business structure: TYPE IN YOUR CORPORATION
Business locations: YOUR CITY (headquarters), and OTHER OFFICES.
Date established: INSERT DATE
3. The Market
YOUR COMPANY targets DESCRIBE YOUR CUSTOMER PROFILE. According to NAME

OF STUDY, YOUR COMPANY is operating in a market with the potential of becoming a
INSERT MARKET SIZE industry.
Additionally, there is a shift in paradigms currently happening where… INSERT A

PARAGRAPH ON HOW YOUR MARKET IS CHANGING.
There's also a societal shift occurring now where people are tired of working without a purpose
and are taking the risk of building something they believe in. NAME YOUR INDUSTRY is at
it's highest in the past 15 years and we believe it will continue to grow.
YOUR COMPANY believes that its target market will possess the following characteristics:
● Age range: INSERT RANGE years old
3
● Income range: $XX,XXX to $XXX,XXX +
a) Target market
YOUR COMPANY operates in a market where the target customers are XXX and XXX.
b) Marketing strategy
YOUR COMPANY has a very powerful marketing strategy for the next 18 months which
includes the following:
● Activating marketing channels from the more than XXX partnerships established with some
of the biggest programs such as XXX or XXX
● Activating partnerships with large corporations such as XXX or XXX which gives YOUR
COMPANY access to over XXX monthly unique users
● SEO from the user generated content
● Educational webinar presentations
● Aggressive PR strategy which includes announcements involving thought leadership in the
space, milestones, and partnerships achieved by YOUR COMPANY.
● ADDITIONAL MARKETING STRATEGIES
4. Investors
YOUR COMPANY has already raised $XXM to date with investors such as XXX, XXX, and
other high networth individuals.
5. The Future
a) Vision statement
YOUR COMPANY will reshape the INSERT INDUSTRY industry by doing INSERT WHAT
YOU ARE DOING.
b) Goals and objectives
4
● Complete XXX milestone
● Generate $XX in sales
● Raise over $XM
● Strategize for the international expansion in INSERT YEAR
6. Management
First Name and Last Name (Co-Founder & CEO)- Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Sed tristique fermentum augue vitae sodales. Nam tincidunt varius orci.
First Name and Last Name (Co-Founder & COO)- Lorem ipsum dolor sit amet, consectetur
First Name and Last Name (CTO)- Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed
tristique fermentum augue vitae sodales. Nam tincidunt varius orci.
First Name and Last Name (CFO)- Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed
tristique fermentum augue vitae sodales. Nam tincidunt varius orci.
7. Team
First Name and Last Name (Director of Business Development)- Lorem ipsum dolor sit amet,
consectetur adipiscing elit. Sed tristique fermentum augue vitae sodales. Nam tincidunt varius
orci.
First Name and Last Name (Lead UI/UX)- Lorem ipsum dolor sit amet, consectetur adipiscing
elit. Sed tristique fermentum augue vitae sodales. Nam tincidunt varius orci.
First Name and Last Name (Engineer)- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed tristique fermentum augue vitae sodales. Nam tincidunt varius orci.
First Name and Last Name (Community Manager)- Lorem ipsum dolor sit amet, consectetur
5
First Name and Last Name (Community Developmet)- Lorem ipsum dolor sit amet, consectetur
First Name and Last Name (Head analyst)- Lorem ipsum dolor sit amet, consectetur adipiscing
elit. Sed tristique fermentum augue vitae sodales. Nam tincidunt varius orci.
First Name and Last Name (Operations Coordinator)- Lorem ipsum dolor sit amet, consectetur
First Name and Last Name (Marketing Associate)- Lorem ipsum dolor sit amet, consectetur
8. Required staff
Job Title Quantity Skills Salary Equity Date Office
INSERT TITLE [1] Lorem ipsum dolor $XXX,XXX X% X Insert

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6
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9. Recruitment options
CoFoundersLab, Linkedin, recruiters, job postings, and word of mouth.
10. Pricing strategy
By doing XYZ, YOUR COMPANY will be able to charge fully XYZ. As a result the revenues
will change and XYZ will happen.
11. Growth potential
DESCRIBE WHY YOUR BUSINESS OR MARKET HAS A HUGE GROWTH POTENTIAL.

THIS CAN BE DUE TO RECENT LAWS, MARKET TRENDS, ETC.
12. Risk management
Risk Likelihood Impact Strategy
XYZ Unlikely Medium Lorem ipsum dolor sit

amet, consectetur
tristique fermentum augue
vitae sodales. Nam
tincidunt varius orci.
8
XYZ Likely Low Lorem ipsum dolor sit
amet, consectetur
vitae sodales. Nam
XYZ Likely Low Lorem ipsum dolor sit

amet, consectetur
vitae sodales. Nam
XYZ Highly Likely Medium Lorem ipsum dolor sit

amet, consectetur
vitae sodales. Nam
tincidunt varius orci.as a
great acquisition target
13. Legal considerations
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed tristique fermentum augue vitae
sodales. Nam tincidunt varius orci.
14. Customer management
With its brand and guiding principles established, YOUR COMPANY sends a clear message
about the immense benefits that its website can offer users. The Company promotes this
message using a comprehensive marketing strategy that includes public relations efforts, viral
marketing, e-mail blasts, targeted internet advertising, Meetup events, and the active use of
social networking platforms such as Linkedin, Facebook or Twitter. YOUR COMPANY intends
to use this approach to accomplish the following objectives:
9
● Establish itself as a trusted online platform for XYZ
● Gain sufficient traction to attract and retain a growing number of unique users
● Provide equal opportunities to XYZ
● Build a user base that is large enough to sustain operations and scale by itself
● Become a key resource in users’ lives
● Generate enough revenue to expand operations without further financing needs
● Become a platform that is used, recognized, and respected by millions of people across
15. Competitors
YOUR COMPANY will also capitalize on its competitors’ weaknesses by building on the
following strengths:
● Facilitate XYZ
● A one stop shop, from beginning to end solution state
Competitor Established date Funding
XYZ XYZ XYZ
XYZ XYZ XYZ
XYZ XYZ XYZ
XYZ XYZ XYZ
XYZ XYZ XYZ
10
16. Advertising
From an advertising perspective YOUR COMPANY has budgeted $XM to be spent on the
following venues: Google Ads, Facebook Ads, Linkedin Ads, Yearly Event, Recurring Events,
PR campaigns, and content marketing.
17. Action plan
Milestone Date of expected Person responsible

completion
XYZ QX XXXX First Name
XYZ Q4 of 2015 First Name
18. Tech integration

19. International Expansion
11
20. The Finances
YOUR COMPANY will be raising $XM to cover mainly the personnel outlined above, the
office rent, and XYZ.
Use of funds
Expenses/Investments (next 24 months):
a) Personnel - $XXM
b) Marketing - $XM
c) Legal - $XXM
d) Rent, Tech, Travel, equipment - $Xk
Total Funds to be used over next 24 months: $XM
Forecasted Revenues in 2017: $XM
Minimum Net Capital needs: $XM

*Detailed financial budget available upon request
12

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18 Month Plan

YOUR COMPANY targets DESCRIBE YOUR CUSTOMER PROFILE. According to NAME

Additionally, there is a shift in paradigms currently happening where… INSERT A

b) Goals and objectives

Job Title Quantity Skills Salary Equity Date Office

INSERT TITLE [1] Lorem ipsum dolor $XXX,XXX X% X Insert

INSERT TITLE [1] Lorem ipsum dolor $XXX,XXX X% X Insert

INSERT TITLE [1] Lorem ipsum dolor $XXX,XXX X% X Insert

INSERT TITLE [3] Lorem ipsum dolor $XXX,XXX X% X Insert

INSERT TITLE [2] Lorem ipsum dolor $XXX,XXX X% X Insert

INSERT TITLE [2] Lorem ipsum dolor $XXX,XXX X% X Insert

INSERT TITLE [1] Lorem ipsum dolor $XXX,XXX X% X Insert

INSERT TITLE [1] Lorem ipsum dolor $XXX,XXX X% X Insert

INSERT TITLE [1] Lorem ipsum dolor $XXX,XXX X% X Insert

CoFoundersLab, Linkedin, recruiters, job postings, and word of mouth.

10. Pricing strategy

11. Growth potential

DESCRIBE WHY YOUR BUSINESS OR MARKET HAS A HUGE GROWTH POTENTIAL.

12. Risk management

Risk Likelihood Impact Strategy

XYZ Unlikely Medium Lorem ipsum dolor sit

XYZ Likely Low Lorem ipsum dolor sit

XYZ Highly Likely Medium Lorem ipsum dolor sit

13. Legal considerations

14. Customer management

Competitor Established date Funding

XYZ XYZ XYZ

XYZ XYZ XYZ

XYZ XYZ XYZ

XYZ XYZ XYZ

XYZ XYZ XYZ

17. Action plan

Milestone Date of expected Person responsible

XYZ QX XXXX First Name

XYZ Q4 of 2015 First Name

XYZ QX XXXX First Name

XYZ QX XXXX First Name

XYZ QX XXXX First Name

XYZ QX XXXX First Name

18. Tech integration

19. International Expansion

Expenses/Investments (next 24 months):

Total Funds to be used over next 24 months: $XM

Forecasted Revenues in 2017: $XM

Minimum Net Capital needs: $XM

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