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From Launch to Breakeven: Step-by-Step Calendar Plan for Your First Year of Educational Franchise
We are sharing our business development plan for 12 months. We touch on preparation, launch, scaling, crises, etc. At the end, we give you a checklist.


04.06.2025

Starting an educational franchise is exciting, but requires careful planning. Many new franchisees face the same challenge: not knowing exactly what to do and when to achieve stability and reach breakeven in optimal time.

Content

Over 8 years of CODDY's growth, we've helped more than 250 entrepreneurs launch educational businesses in different cities and countries. Based on this experience, we've created a detailed roadmap for the first year—from preparation to achieving stable profits.

Why Proper Planning Is Critical for Success
Educational businesses have specific features that significantly affect planning:

  • Strong seasonality. Enrollment peaks occur in August-September and January.
  • Delayed marketing results. The average time from first contact to purchase is 2-8 weeks.
  • Development cycles. You need to plan growth and stabilization periods in advance.

Statistics show that franchisees following a clear development plan reach breakeven 4-6 months faster than those who improvise.

Preparation Stage (Before Launch)
Quality preparation takes 1-3 months and includes several critical components:
Market and Location Analysis (4-6 weeks before launch)
Key actions:

  • Research the demographic situation in your area
  • Analyze competitors and their pricing policies
  • Explore potential partnerships (schools, children's centers)
  • Choose an optimal location considering traffic and accessibility
Don't limit yourself to desk research. Survey at least 30-50 potential clients to understand real demand and price expectations. Source.

Legal Aspects (4-8 weeks before launch)
Key actions:

  • Register your legal entity
  • Prepare rental agreements
  • Obtain necessary permits (health, fire safety)
  • Set up employment contracts with staff

Practical tip: allow 1.5-2 times more time for these procedures than seems necessary. Bureaucratic delays are a reality that most franchisees face.

Team Building (3-6 weeks before launch)
Key actions:

  • Search and hire your first teachers (minimum 2-3 people)
  • Find an administrator/sales manager
  • Train your staff (methodology, standards, CRM)
  • Distribute responsibilities and create work schedules

Practical tip: start searching for teachers well in advance. Building a strong team is the longest and most critical process.

Marketing Strategy Adaptation (2-4 weeks before launch)
Key actions:

  • Localize marketing materials
  • Set up targeted advertising
  • Create local social media accounts
  • Plan PR activities
  • Develop partnership programs
Create a marketing plan for at least 3 months ahead with a detailed budget and promotion channels. Don't spread yourself too thin across multiple channels—choose 2-3 most promising ones and focus on them. Source.

Month 1: Launch
The first month of operation is a period of high activity and vulnerability. During this time, you lay the foundation for your school's reputation.
School Opening (Week 1-2)
Key actions:

  • Conduct final equipment testing
  • Organize an opening/open house event
  • Launch reception operations and booking system
  • Set up your CRM system

Performance indicators:

  • Number of visitors at the opening
  • Number of contacts collected
  • Percentage of sign-ups for free trial lessons

Practical tip: focus on collecting contacts for further work. Make your opening not just a celebration, but a marketing event with specific goals.

First Marketing Activities (Entire Month)
Key actions:

  • Launch advertising campaigns on social media and local platforms
  • Actively promote free workshops and trial lessons
  • Initiate word-of-mouth (referral program)
  • Organize partnerships with local schools and development centers

Performance indicators:

  • Cost per lead (CPL)
  • Customer acquisition cost (CAC)
  • Website visitor to inquiry conversion rate
  • Inquiry to trial lesson attendance conversion rate
Carefully track the effectiveness of different channels from day one. This will allow you to quickly redistribute your budget toward the most effective traffic sources. Source.

Forming First Groups (Week 2-4)
Key actions:

  • Conduct a series of workshops and trial lessons
  • Form your first study groups
  • Organize individual consultations with parents
  • Launch a feedback collection system

Performance indicators:

  • Conversion from trial lesson to purchase
  • Average check of first purchase
  • Group capacity utilization

Practical tip: in the first month, it's more important to form an active core of students, even if you have to offer additional discounts or bonuses. Active groups are the best argument for new clients.

Expected financial results for the first month:
  • Income: $1,000-3,000 (depending on the region)
  • Expenses: $2,500-4,500
  • Financial result: negative (investment period)

Months 2-3: Stabilization
At this stage, the key task is to fine-tune operational processes and create a stable flow of customers.
Business Process Setup (Entire Period)
Key actions:

  • Standardize the sales process and inquiry handling
  • Implement a quality control system for education
  • Optimize scheduling and teacher workload
  • Set up reporting and financial accounting systems

Performance indicators:

  • Inquiry processing time
  • Percentage of missed calls
  • Schedule accuracy
  • Regularity and completeness of reporting
Automate as many routine processes as possible. The time you invest in setting up systems now will pay off many times in the future. Source.

Expanding Marketing Channels (Entire Period)
Key actions:

  • Analyze the effectiveness of primary promotion channels
  • Test 2-3 new marketing channels
  • Launch a loyalty program for first customers
  • Actively create and distribute educational content

Performance indicators:

  • CAC changes across different channels
  • Organic traffic growth
  • Social media engagement rate
  • Number of referrals from existing customers

Practical tip: collect the first reviews and success stories from students—this is invaluable marketing material that will work for years.

Community Building (Start in Month 2)
Key actions:

  • Organize additional events for students
  • Create a parent committee/club
  • Launch regular newsletters for parents
  • Organize joint activities outside the learning process

Performance indicators:

  • Attendance at additional events
  • Activity in parent chats
  • Email open rate and CTR
  • Number of active brand advocates
Invest in community building even without direct financial returns. A strong community is one of the main factors for business sustainability in the long run. Source.

Working with Feedback (Entire Period)
Key actions:

  • Implement regular satisfaction surveys
  • Organize individual meetings with parents
  • Adjust programs based on received feedback
  • Train teachers to handle problem situations

Performance indicators:

  • NPS (Net Promoter Score)
  • Percentage of resolved problem situations
  • Speed of response to feedback

Practical tip: create a simple and clear system for collecting and analyzing feedback. It's important not only to collect opinions but also to show clients that their voice is heard.

Expected financial results for months 2-3:
  • Income: $3,000-6,000 (increasing each month)
  • Expenses: $3,500-5,500
  • Financial result: from -$2,000 to -$500 (approaching operational breakeven)

Months 4-6: Scaling
This period usually coincides with the completion of the first educational cycle. The main task is to convert first-time clients into long-term ones and expand your offerings.
Expanding Product Line (Month 4)
Key actions:

  • Analyze demand for additional programs
  • Launch 2-3 new courses
  • Implement advanced levels for existing programs
  • Develop special offers for different age groups

Performance indicators:

  • New group capacity utilization
  • Percentage transition to the next level of education
  • Average check and LTV per customer
before launching new programs, conduct preliminary registration to assess real demand and minimize risks. Source.

Strengthening the Team (Month 4-5)
Key actions:

  • Hire additional teachers for growing demand
  • Bring in a methodologist/teacher supervisor
  • Create a system for team training and development
  • Implement a performance-based motivation system

Performance indicators:

  • Student-to-teacher ratio
  • Teacher satisfaction
  • New employee adaptation speed
  • Percentage of teachers achieving target KPIs

Practical tip: create a talent pool in advance. Finding good teachers is a lengthy process, and it's better to have the ability to quickly scale your team when demand grows.

Optimizing Operations (Month 5-6)
Key actions:

  • Audit and optimize costs
  • Introduce a financial planning system
  • Improve facility utilization efficiency
  • Automate routine processes

Performance indicators:

  • Operating margin
  • Classroom utilization
  • Administrative to direct costs ratio
  • Time spent on routine operations
Look for non-obvious optimization sources—for example, negotiate a discount on rent in exchange for teaching the business center employees' children or conducting corporate workshops. Source.

Building Partnerships (Entire Period)
Key actions:

  • Establish contacts with general education schools
  • Partner with children's centers and development clubs
  • Collaborate with local IT companies
  • Participate in city events and festivals

Performance indicators:

  • Number of active partnerships
  • Number of clients coming through partner channels
  • CAC through partnership programs
  • PR coverage from partner events

Practical tip: focus on long-term partnerships with mutual benefits, not one-time promotions. Try to integrate your services into the partner's ecosystem.

Expected financial results for months 4-6:
  • Income: $6,000-12,000 (with an upward trend)
  • Expenses: $5,500-9,500
  • Financial result: from $0 to +$2,500 (reaching operational breakeven and first profit)

Months 7-9: Overcoming Seasonal Drops
For most educational businesses, this is a challenging period due to seasonal activity drops (especially in summer). The key task is to diversify your offerings and stabilize cash flow.
Low-Season Work Strategies (Preparation in Months 6-7)
Key actions:

  • Develop special seasonal products (summer intensives, camps)
  • Plan marketing promotions for the low season
  • Review pricing policy to maintain customer flow
  • Create a pre-order system for the next active season

Performance indicators:

  • Revenue drop in low season compared to high season
  • Seasonal program capacity utilization
  • Number of pre-orders for the next season
  • Maintaining operational profitability
Prepare clients for seasonal offers in advance. Ideally, you should start selling summer programs in March-April, when parents plan their children's summer activities. Source.

Product Diversification (Month 7-8)
Key actions:

  • Launch corporate programs for businesses
  • Develop special offers for schools
  • Create intensives and short-term courses
  • Implement online formats to expand geography

Performance indicators:

  • Revenue share from new products
  • Margin of new directions
  • Seasonal demand fluctuations for different products

Practical tip: use the low season to test new formats and directions that can be scaled during the high season.

Working with Existing Customer Base (Entire Period)
Key actions:

  • Implement a customer retention program
  • Actively communicate with "dormant" customers
  • Launch an early churn risk detection system
  • Develop special offers for regular customers

Performance indicators:

  • Retention Rate
  • Repeat purchase percentage
  • Customer LTV
  • "Dormant" customer reactivation percentage
develop a detailed communication plan for customers whose paid period is ending. Ideally, start retention work 3-4 weeks before the end of the course. Source.

Expected financial results for months 7-9:
  • Income: $7,000-13,000 (seasonal fluctuations possible)
  • Expenses: $6,000-10,000
  • Financial result: from +$500 to +$3,000 (stabilizing profitability)

Months 10-12: Reaching Breakeven
The final period of the first year is a time to consolidate achieved results and form the foundation for further growth.
Financial Optimization (Month 10)
Key actions:

  • Detailed analysis of cost structure and finding optimization points
  • Review contracts with suppliers and partners
  • Optimize tax burden
  • Implement a management accounting system

Performance indicators:

  • Operating margin
  • Fixed to variable costs ratio
  • Breakeven point
  • Marketing investment ROI
Conduct a complete financial audit for the past 9 months and create a detailed financial model for the next year based on identified patterns. Source.

Repeat Sales Strategy (Month 10-11)
Key actions:

  • Create educational tracks for 2-3 years ahead
  • Launch a system of automatic upsells and cross-sells
  • Implement loyalty programs for long-term clients
  • Develop family learning formats (involving siblings)

Performance indicators:

  • Percentage of clients moving to the next level
  • Average learning duration per student
  • Number of programs completed by one student
  • Family purchase indicator (more than one child from a family)

Practical tip: create a visual "educational journey map" showing parents the perspective of their child's development for several years ahead. This significantly increases the likelihood of long-term cooperation.

Long-term Strategy Formation (Month 11-12)
Key actions:

  • Analyze first-year results
  • Define strategic development directions
  • Create a long-term business plan (for 2-3 years)
  • Plan potential expansion (new locations, directions)

Performance indicators:

  • Return on investment period
  • Net present value of business (NPV)
  • Projected revenue and profit growth
  • Scaling potential
Be realistic in your planning. The second year usually shows more moderate growth than the first, but with more stable financial indicators. Source.

Expected financial results for months 10-12:
  • Income: $10,000-18,000 (depending on region and season)
  • Expenses: $7,000-13,000
  • Financial result: from +$2,000 to +$5,000 (stable profit)
  • Cumulative financial result for the year: achieving operational payback and partial return on initial investments

Typical Crisis Points and Ways to Overcome Them
Crisis #1: Low Conversion from Leads to Sales (Usually Month 1-2)
Symptoms:

  • Many inquiries, few sales
  • High customer acquisition cost
  • Negative feedback about trial lessons

Solutions:

  • Train staff in sales techniques
  • Improve trial lesson script
  • Implement CRM with sales process automation
  • Adjust target audience in advertising

Crisis #2: Problems with Teaching Staff (Usually Month 3-4)
Symptoms:

  • Frequent class cancellations or rescheduling
  • Declining teaching quality
  • Team conflicts

Solutions:

  • Implement a quality control system
  • Create a teacher development program
  • Implement clear standards and KPIs
  • Form a talent pool
There are many ways to recruit talented teachers. One of them is remote work. Source.

Crisis #3: Seasonal Decline (Usually Month 6-8)
Symptoms:

  • Sharp decrease in inquiries
  • Existing student outflow
  • Revenue drop

Solutions:

  • Launch seasonal programs
  • Activate existing customer base
  • Diversify product portfolio
  • Early start of pre-sales for the next high season

Crisis #4: Operational Overload (Usually Month 9-10)
Symptoms:

  • Scheduling and coordination errors
  • Delays in customer communication
  • Key employee burnout

Solutions:

  • Automate routine processes
  • Redistribute responsibilities
  • Hire additional administrative staff
  • Implement a task prioritization system

Checklists for Each Stage
Preparation Stage:
  • Market analysis conducted and location selected
  • All legal documents prepared
  • Premises prepared and equipped
  • Basic team formed (min. 2-3 teachers + administrator)
  • Marketing materials adapted
  • Basic systems set up (CRM, learning portal, accounting)
  • Detailed budget for the first 3 months prepared

Month 1:
  • Official school opening held
  • First advertising campaigns launched
  • Series of workshops conducted
  • First study groups formed
  • Feedback collection system implemented
  • First partnerships established
  • Marketing channel effectiveness analyzed
You can add your own items to this checklist. This is your path from the initial stage to a successful business. Source.

Months 2-3:
  • Key business processes standardized
  • New marketing channels tested
  • Loyalty program launched
  • First additional events for students conducted
  • Regular satisfaction survey system implemented
  • Individual meetings with parents held
  • Programs adjusted based on feedback

Months 4-6:
  • 2-3 new courses launched
  • Team strengthened (additional teachers)
  • Costs audited and optimized
  • Financial planning system implemented
  • Partnerships established with at least 3-5 organizations
  • Operational breakeven achieved
  • Low season plan formed

Months 7-9:
  • Seasonal programs developed and launched
  • Product portfolio diversified
  • Customer retention program implemented
  • Work with "dormant" customers conducted
  • Operational profitability maintained in low season
  • Pre-sales for next high season started
  • Classroom and staff utilization optimized

Months 10-12:
  • Complete financial audit conducted
  • Cost structure optimized
  • Upsell and cross-sell system launched
  • Educational tracks for 2-3 years developed
  • First-year results analyzed
  • Long-term business plan created
  • Scaling strategy prepared
Such a plan has many advantages: it is understandable, takes into account many risks and can be improved for a specific situation. Source.

Conclusion: Flexible Planning and Adaptation to Changes
The presented first-year calendar plan is not a rigid instruction, but rather a navigation map that will help you avoid typical mistakes and optimize your path to success. Each region, each school, and each entrepreneur is unique, so it's important to adapt this plan to your specific conditions.

Key principles for successfully launching an educational franchise remain unchanged:

  1. Sequence of actions. Rushing at the preparation stage leads to long-term problems.
  2. Focus on quality. In the education business, reputation is your main asset.
  3. Flexibility and adaptability. The ability to quickly adjust strategy based on feedback.
  4. Long-term thinking. Investments in customer retention and community building always pay off.
  5. Managed growth. Scaling should be balanced so that quality doesn't suffer.

The first year of running an educational franchise is the foundation on which your business will be built. By investing time and resources in proper planning and consistent implementation, you're creating not just a business, but a sustainable educational ecosystem that will benefit children, bring you satisfaction, and generate profit for your business for many years to come.

  • Hundreds of entrepreneurs have opened their own programming schools. We provide a universal scheme and support for the development of the project. Don't miss your chance - go ahead and sign up with us!

Oksana Selendeeva
founder of CODDY International Children's Programming School, developing a franchise network in 190 cities across Russia and 28 countries worldwide.

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