Connect proposed roles to duties, timing, expected workload and budget. For an existing business, use actual staffing and payroll records; for a startup, identify the commercial evidence behind the planned expansion.
Show why the forecast needs each role
Explain dependencies such as customer volume, opening capacity or a new service. Distinguish hired staff, active recruitment and longer-term projections rather than presenting all roles as filled. Keep the investor’s development-and-direction explanation consistent with who does delivery work.
Staffing documents support the broader enterprise case, but they do not replace ownership, source-of-funds or investment evidence. Show the plan as a sequence with dependencies, since a list of roles without timing cannot be assessed. Connect each proposed position to duties, timing, expected workload and budget, and explain what triggers it, whether a customer volume, an opening capacity or a new service line.
For an existing business use actual staffing and payroll records; for a startup identify the commercial evidence behind the planned expansion. Distinguish hired staff, active recruitment and longer-term projections rather than presenting every role as filled. Keep the investor development-and-direction explanation consistent with who performs delivery work.
Staffing documents support the enterprise case and do not replace ownership, source-of-funds or investment evidence. Mark the date each element of the plan was last confirmed against the business.