How do I create an operational plan template?

As the action plan constitutes the practical heart of what the organization’s strategic plan contains in terms of vision, mission, values, and slogan, and the goals it embodies, and since operational planning occupies the practical basis in implementing the action plan, the transformation of all programs, projects, and operational activities into a set of daily steps and procedures, Which shows how the actual application of each operational activity on the ground, is what is called the operational plan.

At the end of the topic, you will find three (3) operational plan templates ready for download.

An operational plan is a very detailed plan, outlining how a company or organization will achieve the goals, objectives and strategies outlined in the strategic plan or overall business plan of the organization. It accurately describes how tasks and workflows will be accomplished from inputs to final results, including the resources that will be used along the way.

While the business plan provides the organization’s vision and goals, the operational plan translates this into the daily workflow of the company, as it specifically addresses the internal operations and resources needed to achieve the company’s goals.

So the operational plan explains how the business plan will be put into action during a given operational period. The operational plan addresses four questions:

* Where are we now?
* Where do we want to be?
* how do we get there?
* How do we measure our progress?

Simply put, operational planning is the transformation of strategic goals into managed execution.

1. Human capital. The staff and skills needed to carry out your project, as well as current and potential sources of these resources.

2. financial resources. The financing needed to implement your project, your current and potential sources of this money.

3. risk assessment. What risks are there and how can they be addressed?

4. Estimating project life, sustainability and exit strategy. How long will your project last, when and how will you finish your project, and how will you ensure the sustainability of your project deliverables.

Directing Your Growth: Whether or not your business will grow depends on various factors, including general economic trends, location, specific market needs, hard work, and other factors. Companies that plan to do so direct and influence their own growth, so that they move proactively toward specific goals rather than simply reactively and in response to business events.

Managing Priorities: Strategy means focus. A plan will enable you to target resources effectively and focus on strengths. And do the things that matter most, according to your long-term goals.

Assignment of responsibilities: The plan gives you the power to define tasks and responsibilities.

Track performance and progress: With a plan, you can track your progress toward goals, measure results, and manage the business. Without a plan, how do you know if you are moving in the right direction or not.

operational plan template doc

Operational Plan Form No. 1

Operational plan form No. 3

Operational plan form No. 3

These templates can easily be modified to your needs.