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
• Executive Summary PowerPoint “Design” menu or just
paste these slides into your
• Strategic Context company’s standard PowerPoint
presentation
• Company Objectives
• Key Performance Indicators
• Financial Summary
• Hiring Plan
• Key Assumptions and Risks
• Goals by Team
• Next Steps

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Executive Summary

• Major point 1
Tell the story in 1-2 slides. Just the
• Major point 2 major points. If you had 60
seconds to say it, how would you
• Major point 3 describe the plan for the next year?

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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.

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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.

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Key Performance Indicators (KPIs)

• KPI 1 by X date
How will you know if your are
• KPI2 by Y date successful in achieving your
plan? List 3-5 most important
• KPI3 by Z date measures of success.

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Financials Summary: Base vs. Stretch Plan
Financial summary
comparison of base plan
vs. stretch plan
Base Plan Stretch Plan Comments
KPI1
KPI1
KPI3

Revenue
Cost of Sales
Gross Profit
Customer Acquisition Cost
Other Operating Expense
Operating Profit

Change in Cash
Ending Cash
Employees (FTEs)

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Financials by Quarter: Base Plan
Major financial line items
of plan by quarter.

1Q15 2Q15 3Q15 4Q15 2015

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)

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Financials by Quarter: Stretch Plan
Major financial line items
of plan by quarter.
1Q15 2Q15 3Q15 4Q15 2015
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
Financial Detail Slide 1 You will likely want to go
into more detail on 2 or 3
major components of the
financial plan. Describe those
• Potential topics: 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.

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Hiring Plan: Positions by Quarter

50

45 44

40
36
35 32 Finance/Admin
30 Support
Product
25 24
Marketing
20 19 Sales
Engineering
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5 Most growth companies

have a significant amount
0
4Q14 1Q15 2Q15 3Q15 4Q15 of hiring planned for the
next 12 months.
Summarize the hiring
plan here.

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Team Goals
Team 1Q15 2Q15 2H15

Engineering

What are the

Product proposed primary
objectives and key
results for each
Marketing team?

Sales

Support

Finance/Admin

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Risks & Mitigating Strategies

• Risk 1
- Mitigation 1 What could go wrong?
How will you mitigate
• Risk 2 those risks?

- Mitigation 2
• Risk 3
- Mitigation 3

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Next Steps

• Board approval of operating plan and budgets

• Reporting format and cadence (monthly,
quarterly)

What are the proposed

next steps? Summarize
those here.

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 Any useful information that
Appendix may not be required for the
for the main story line? Put
those slides in this section.

1
5
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
Areas of Focus 1Q15 2Q15 2H15

Area 1 Results 1
Result 2

Metric 1
Metric 2

What are the primary

Area 2 areas of focus, expected
results, and key metrics
for this team?

Area 3 Copy this slide to have 1

slide for each team

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Engineering Team Goals
Areas of Focus 1Q15 2Q15 2H15

Area 1 Results 1
Result 2

Metric 1
Metric 2

What are the primary

Area 2 areas of focus, expected
results, and key metrics
for this team?

Area 3 Copy this slide to have 1

slide for each team

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Product Roadmap by Quarter

• Major product launch deliverables

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For More Information:

Trey Pruitt
@treypruitt
Banner Peak Group
http://www.bannerpeakgroup.com/

Template version 2014-12-20

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