1. 2015 Operational Plan Template
A presentation template for your company’s
2015 operating plan

2. Table of Contents Executive Summary Strategic Context
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

3. 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?

4. Remind audience of the big picture.
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.

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?
At the highest level, what are you trying to accomplish this year? List 2-4 of your most important objectives.

6. Key Performance Indicators (KPIs)
KPI 1 by X date
KPI2 by Y date
KPI3 by Z date
How will you know if your are successful in achieving your plan? List 3-5 most important measures of success.

7. Financials Summary: Base vs. Stretch Plan
Financial summary comparison of base plan 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)

8. Financials by Quarter: Base Plan
Major financial line items of plan by quarter.
1Q15
2Q15
3Q15
4Q15
2015
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
Major financial line items of plan by quarter.
1Q15
2Q15
3Q15
4Q15
2015
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
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.
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
Most growth companies have a significant amount of hiring planned for the next 12 months. Summarize the hiring plan here.

12. Team Goals Team 1Q15 2Q15 2H15 Engineering Product Marketing Sales
Support
Finance/Admin
What are the proposed primary objectives and key results for each team?

13. Risks & Mitigating Strategies
Mitigation 1
Risk 2
Mitigation 2
Risk 3
Mitigation 3
What could go wrong? How will you mitigate those risks?

14. What are the proposed next steps? Summarize those here.
Board approval of operating plan and budgets
Reporting format and cadence (monthly, quarterly)
What are the proposed next steps? Summarize those here.

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

16. Revenue by Business Line by Quarter

17. Operating Expenses by Category by Quarter

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

19. Product Roadmap by Quarter
Major product launch deliverables

20. Copy this slide to have 1 slide for each team
Marketing Team Goals
Areas of Focus
1Q15
2Q15
2H15
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

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

22. Product Roadmap by Quarter
Major product launch deliverables

23. For More Information: Trey Pruitt @treypruitt Banner Peak Group http://www.bannerpeakgroup.com/
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