What is an operational plan (and should you make one)?

What does an operational plan do for your group?

An operational plan is a detailed document that outlines the day-to-day, short-term activities and processes of an organization or a specific department. They are made to present a roadmap for achieving the specific goals and objectives set out in high-level plans. Operational plans are typically focused on a period of one year or less and provide a clear direction for how to implement the broader strategies and initiatives of the organization.

What is included in an operational plan?

Every group’s operational plan is different, but most of the general points are applicable for all. Some things you might include in your operational plan include:

• Goals and objectives: The main purpose of an operational plan is to explain how your organization’s goals and objectives will be accomplished within the defined timeframe. What needs to be achieved, and is the organization equipped to handle it?
• Tasks and responsibilities: The plan breaks down the objectives into a list of specific activities, tasks, and projects that need to be completed. Plans should also provide clarity on who is responsible for what in order to ensure accountability and clear lines of authority.
• Communication: Each plan should outline how progress will be communicated, both internally and externally. Regular reporting and updates are essential for tracking progress and making adjustments as needed.
• Allocation of resources: Include information about budget, personnel, equipment, and materials that are needed to carry out any planned activities.
• Contingency plans: Operational plans can also include contingency or risk management strategies to address unforeseen issues or challenges that may arise during the implementation of the plan.

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What is the difference between an operational plan vs. strategic plan?

Operational plans and strategic plans go hand-in-hand but are not the same thing. A strategic plan mainly focuses on the long-term goals that must be accomplished by your group, and an operational plan fills in the gaps to explain how these goals will be met. If you create a strategic plan for your group, an operational plan should always follow it.

Should your organization have an operational plan?

Any department or organization that is expected to meet a number of goals should take the time to create an operational plan. Having a clear understanding of what must be done to have a successful year is important, as it helps you look into the future of your organization. Creating an operational plan to fill in the gaps of your strategic plan will give you and the members of your organization a solid foundation to work off of.

How to start an operational plan for your organization

After going through the strategic planning process, it’s time to brainstorm the methods for achieving your long-term and short-term goals. Since operational plans contain so much information, it can be helpful to incorporate as many details as possible using several different mediums. Including visuals like Gantt charts and infographics can make it easier to see what needs to be done at a glance. If you’re having trouble organizing your thoughts, you can go off of a project planning template to get some guidance as you think of ideas.

Documents like operational plans can help you stay organized while building up your goals. Find more organization tips to get ideas on managing your day-to-day tasks and plans.