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

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

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?

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.

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.

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.

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)

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)

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)

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.

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.

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?

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

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.

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

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 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

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

Product Roadmap by Quarter Major product launch deliverables

For More Information: Trey Pruitt @treypruitt Banner Peak Group http://www.bannerpeakgroup.com/ Template version 2014-12-20