Management Team & Operating Plan

Explore the people and processes that will transform your business idea into a thriving business.

Management Team. Go-to-Market Strategy. Operating Plan. SWOT Analysis.

In this section of your business plan you will describe the people and processes that will transform your business idea into a thriving business. What bankers and investors will be looking for in this section is the story of how you will bring together the right people with the right experience and a clear idea of how to start a successful business. The information in the sections below will guide you through this process step by step. Following the instructions and examples provided will help you clarify how you will enter the market, exploit the weaknesses of the competition and get your company to profitability as quickly as possible. This section will serve you well as a business owner in addition to helping you qualify for a small business loan or attract investors.

Follow the guidelines, examples and business plan template for each section to create a powerful, professional business plan.


Small Business Plan Template – Management Team and Operating Plan

Management Team

  • Founders and Key Employees
  • Board Members
  • Professional Advisors
  • Hiring Plan

Go-To-Market Plan

  • Current Capabilities
  • Prioritized Immediate Opportunities
  • Go to Market Goals
  • Timing
  • Expected Results

Operating Plan

  • Headcount
  • Facilities and Equipment to Meet Sales Projections
  • Critical Requirements
  • Confirmation that the Operating Plan Supports Go to Market Plan

SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)

  • Internal Strengths
  • Internal Weaknesses
  • Outside Opportunities
  • Outside Threats

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