⌖ BizOps 90-Day Learning Path

What BizOps means

BizOps (Business Operations) is the function that bridges strategy and execution in high-growth companies. BizOps teams own cross-functional operational metrics, run strategic planning cycles, design and improve operational processes, and build the analytics and tooling infrastructure that enables the rest of the business to move faster. It combines analytical rigor with operational project management.

Who should follow this path

• Business analysts moving into operations and strategy roles
• Operations managers at technology companies
• Consultants transitioning into high-growth tech startups
• Chief of Staff and strategy professionals
• Product operations and program managers

Prerequisites

• Intermediate SQL and spreadsheet skills (Excel or Google Sheets)
• Familiarity with business metrics (CAC, LTV, churn, NPS)
• Basic data visualization skills
• Project management experience
• Understanding of startup or technology business models

The 90-day plan

Daily study recommendation: 2-3 hours/day, six days a week. Consistency beats intensity — block the time in your calendar like a meeting.

Days 1–15: Foundation

• BizOps function scope and responsibilities at different company stages
• Business metrics taxonomy: growth, efficiency, quality, health
• OKR frameworks: design, alignment, and tracking
• Operating cadences: weekly business reviews, QBRs
• Stakeholder mapping and influence without authority

Outcome: Design a quarterly OKR framework with aligned metrics and an operating cadence.

Days 16–30: Core concepts

• Business intelligence with Looker and Tableau
• SQL for business analytics: cohort analysis, funnel analysis
• KPI dashboard design and stakeholder presentation
• Financial modeling fundamentals (unit economics)
• Salesforce reporting for revenue and pipeline analysis

Outcome: Build a business KPI dashboard in Looker with cohort analysis and revenue metrics.

Days 31–45: Tools and workflows

• Process mapping and improvement (SIPOC, swim lane diagrams)
• Tooling stack: Notion, Airtable, and process documentation
• Workflow automation with Zapier and Make
• Meeting cadence design and decision-making frameworks
• Cross-functional project management and RACI matrices

Outcome: Design and automate a cross-functional business process with clear ownership and metrics.

Days 46–60: Hands-on projects

• Strategic planning: annual planning and resource allocation
• Scenario modeling and sensitivity analysis
• Competitive intelligence and market analysis
• Build vs buy vs partner decision frameworks
• Business case development and ROI analysis

Outcome: Build a strategic business case with scenario modeling for a $1M investment decision.

Days 61–75: Advanced practices

• Go-to-market operations support
• Customer success and retention operations metrics
• Headcount planning and organizational design
• Vendor management and contract operations
• Special projects: M&A due diligence, new market entry

Outcome: Lead a special project end-to-end from scoping through execution and impact measurement.

Days 76–90: Portfolio, interview & certification prep

• BizOps portfolio: process improvement case study
• Interview preparation for BizOps and strategy roles
• BizOps interview questions and case frameworks
• Metrics: process cycle time, decision velocity, OKR completion rate
• Emerging: AI-augmented BizOps and automated reporting

Outcome: Present a BizOps case study with measurable impact and be ready for BizOps interviews.

Weekly outcomes at a glance

Phase	Outcome
Days 1–15	Design a quarterly OKR framework with aligned metrics and an operating cadence.
Days 16–30	Build a business KPI dashboard in Looker with cohort analysis and revenue metrics.
Days 31–45	Design and automate a cross-functional business process with clear ownership and metrics.
Days 46–60	Build a strategic business case with scenario modeling for a $1M investment decision.
Days 61–75	Lead a special project end-to-end from scoping through execution and impact measurement.
Days 76–90	Present a BizOps case study with measurable impact and be ready for BizOps interviews.

Tools to learn

• Looker
• Salesforce
• Notion
• Airtable
• Tableau
• Google Sheets / Excel
• Zapier
• Jira
• Slack
• Mode Analytics

Labs to practice

• CI/CD with GitHub Actions

Mini projects

• Build a company-wide OKR tracking system in Notion with automated weekly metric updates via Zapier
• Create a Looker business health dashboard covering ARR, churn, CAC, LTV, and NPS with automated weekly email reports
• Design and implement a cross-functional quarterly planning process with templates, timelines, and decision logs

Interview questions to prepare

1. How would you build an OKR system for a 200-person company?
2. Walk me through how you would design a weekly business review cadence.
3. How do you prioritize competing requests from multiple business stakeholders?
4. What metrics would you track to measure the health of a SaaS business?
5. Describe a cross-functional process you improved and the impact it had.
6. How do you build a financial model for a new product initiative?
7. What is the difference between a leading and lagging indicator?
8. How do you influence decisions when you have no direct authority?

Certification suggestions

• HubSpot Operations Hub Certification — HubSpot Academy
• Salesforce Certified Administrator — Salesforce
• Google Data Analytics Professional Certificate — Google / Coursera
• Project Management Professional (PMP) — PMI

Browse the full certification registry for exam details and official links.

Free resources

• Looker Learning Path
• HubSpot Academy (free courses)
• Mode Analytics SQL Tutorial
• Google OKR Playbook
• Notion for Teams Guide

Related roadmaps

• Engineering Manager Roadmap

Related tool categories

• Collaboration Tools
• Documentation Tools
• Automation Tools
• Workflow Orchestration Tools