Planning is easy, implementation is the greatest challenge. Operational planning templates are provided to help managers reach consensus on key steps required, both for ongoing activities as well as change initiatives. Each template addresses the following elements:
- The scope of activities carried out
- Objectives and desired outcomes
- Financial projections
- Stakeholder expectations
- External trends and best practices
- Key risks
- Demand/workload trends and forecasts
- Efficiency/productivity targets
- Key results and performance targets
- Potential improvement priorities and projects
Operational planning templates
A generic operational planning template (in Word) for ongoing activities.
Function specific planning templates (15 templates in Word--by function) to help managers do operational planning for their ongoing activities related to specific functions. Each template contains content examples specific to the function, and provides a starting point that can be customized depending on organizational priorities.
An implementation planning tool (in PowerPoint) provides a template to help an organization plan and implement improvement initiatives or projects.
An implementation planning guide (in Word) to help an organization plan and implement improvement initiatives or projects.
Summary work plans for 10 types of management/consulting organization assessment or planning.
After you acquire a tool, you will instantly receive an email with a link to download the template or guide in a fully editable format.