Company Operational Plan 2015 Presentation Template
"Create a comprehensive operational plan presentation for your company's endeavors in 2015 with this template. Covering key areas such as executive summary, strategic context, company objectives, key performance indicators, financial summary, and more."
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Presentation Transcript
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 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 2
Executive Summary Major point 1 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? Major point 2 Major point 3 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? Remind audience of the big picture. 4
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. 5
Key Performance Indicators (KPIs) KPI 1 by X date How will you know if your are successful in achieving your plan? List 3-5 most important measures of success. KPI2 by Y date KPI3 by Z date 6
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) 7
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) 8
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 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. 10
Hiring Plan: Positions by Quarter 50 44 45 40 36 35 Finance/Admin Support Product Marketing Sales Engineering 32 30 24 25 19 20 15 10 Most growth companies have a significant amount of hiring planned for the next 12 months. Summarize the hiring plan here. 5 0 4Q14 1Q15 2Q15 3Q15 4Q15 11
Team Goals Team 1Q15 2Q15 2H15 Engineering What are the proposed primary objectives and key results for each team? Product Marketing Sales Support Finance/Admin 12
Risks & Mitigating Strategies Risk 1 - Mitigation 1 What could go wrong? How will you mitigate those risks? Risk 2 - Mitigation 2 Risk 3 - Mitigation 3 13
Next Steps Board approval of operating plan and budgets Reporting format and cadence (monthly, quarterly) What are the proposed next steps? Summarize those here. 14
Any useful information that may not be required for the for the main story line? Put those slides in this section. Appendix 15
Cash Position by Quarter Chart of cash balance, burn rate, and months of cash by quarter 18
Product Roadmap by Quarter Major product launch deliverables 19
Marketing Team Goals Areas of Focus 1Q15 2Q15 2H15 Area 1 Results 1 Result 2 Metric 1 Metric 2 What are the primary areas of focus, expected results, and key metrics for this team? Area 2 Copy this slide to have 1 slide for each team Area 3 20
Engineering Team Goals Areas of Focus 1Q15 2Q15 2H15 Area 1 Results 1 Result 2 Metric 1 Metric 2 What are the primary areas of focus, expected results, and key metrics for this team? Area 2 Copy this slide to have 1 slide for each team Area 3 21
Product Roadmap by Quarter Major product launch deliverables 22
For More Information: Trey Pruitt @treypruitt Banner Peak Group http://www.bannerpeakgroup.com/ Template version 2014-12-20 23
