Operational Plan Add your brand

Table of Contents Executive Summary Strategic Context Company Objectives Key Performance Indicators Financial Summary Hiring Plan Key Assumptions and Risks Goals by Team Next Steps Add your brand

Executive Summary Major point 1 Major point 2 Major point 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?

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?

Key Performance Indicators (KPIs) KPI 1 by X date KPI2 by Y date KPI3 by Z date

Financials Summary: Base 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) 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 2019 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)

Financials by Quarter: Stretch Plan 2019 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)

Financial Detail Slide 1 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.

Hiring Plan: Positions by Quarter

Team Goals Team 1Q18 2Q18 2H18 Engineering Product Marketing Sales Support Finance/Admin

Risks & Mitigating Strategies Mitigation 1 Risk 2 Mitigation 2 Risk 3 Mitigation 3

Next Steps Board approval of operating plan and budgets Reporting format and cadence (monthly, quarterly)

Revenue by Business Line by Quarter

Operating Expenses by Category by Quarter

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

Product Roadmap by Quarter Major product launch deliverables

Copy this slide to have 1 slide for each team Marketing Team Goals Areas of Focus 1Q18 2Q18 2H18 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

Sales Team Goals Areas of Focus 1Q18 2Q18 2H18 Area 1 Area 2 Area 3 Results 1 Result 2 Metric 1 Metric 2 Area 2 Area 3

Product Roadmap by Quarter Major product launch deliverables

Appendix Any deliverables that may add to the explanation and presentation of your business plan go here.