Operational planning

An operational plan is the yearly business plan for the group. It has a more immediate focus than the long-term outlook of the strategic plan and is more specific about:

  • the actions your group will take towards your goals for the year
  • who is responsible
  • how long it will take to achieve your goals or finish your project
  • what resources you need
  • the progress you are making

An operational plan also makes it easier to draw up regular progress reports for your management committee or board.

How to develop an operational plan

To develop an operational plan:

On some sheets of paper or whiteboard, draw up various templates as follows:

Operational Plan Template

 

Operational Plan for __________________________________     

MISSION STATEMENT:

Goal/(Intermediate Outcome):

 

Actions/Activities

 

Responsibility (who?)

Completion date (when?)

Resource requirements Monitoring/Update

1

2

etc.

       
  1. Record your Mission Statement in the top box.
  2. Record your Goals in the second box. Use a separate sheet for each goal.
  3. List the main activities and action steps in the first column.
  4. State who is responsible in the second column.
  5. State when this task should be completed in the third column.
  6. List what resources are required in the fourth column.
  7. Use the last column to keep track of the progress you are making.


 

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