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How to develop an administrative operations plan for business.

Updated by: Business First Family August 3, 2022 in Operations

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administrative operations in business plan

Administrative operations plans are needed in almost every industry. While most industries have a wide range of on-going tasks, these daily activities require organized support and administration. These activities may include marketing, management, finance and human sources. As an administrative operations manager, you will need a framework to outline the company’s intricacies. This way, you can communicate how the company should run and manage the day-to-day operations. In this post, we’ll give you detailed steps on how to develop an administrative operations plan for businesses.

Establish Clear Goals & Objectives

First, set SMART goals for your operations plan so that everyone is on the same page. There are a few primary steps to effectively set SMART goals for your business. These goals should be specific, measurable (quantifiable) and attainable. Further, they must be realistic and timely so that your team can meet deadlines. Create a goal and objective for each department of the company. You may have separate objectives for departments including executives, technology, marketing, and sales. Certainly, establish clear goals and objectives is a critical piece of your administrative operations plan.

Outline Production Workflow

Next, outline the key steps, phases, and processes attached to your production workflow. You want to create a hyper-specific, detailed, and step-by-step breakdown of your entire production process. Identify key manufacturing phases and specify any obstacles that may be encountered. This can all be included in a subsection titled “Risks and Barriers.” Then, production managers and engineers can think of ways to avoid these restrictions throughout the process. If left unaddressed, you can expose your workplace to serious safety issues or employee hazards. Indeed, outline your production workflow to develop an administrative operations plan for your business.

Inventory Equipment And Assets

Now, you are ready to inventory all of your valuable business equipment and other administrative plan assets. A solid admin operations plan includes several different pieces of equipment. Prominently, you need to clearly outline all your current assets and explain what needs they fulfill. Then, attach a priority to each piece of equipment. Some assets may be convenient, but not essential. Others are absolutely integral to the outcome of your production process. You also need to include approximate figures for equipment pricing. These will be regular reviewed and monitored by finance teams. For more costly machinery, equipment financing requirements should be specified as well. Surely, inventorying equipment and assets is a crucial phase of the administrative operations plan development process.

Measure Key Performance Indicators (KPIs)

Afterwards, you can establish and measure some key performance indicators. KPIs are core indicators of progress towards an intended end-goal, result, or outcome. When properly established, these provide a high-level of focus for mission critical strategic, operational, and administrative objectives. Additionally, KPIs provide proof of importance regarding all your project priorities. With these in-place, you can streamline decision making, efficiently formulate goals, and ease decision-making processes. Absolutely, measure performance metrics that can potentially impact your business administrative operations plan.

Create An Operational Roadmap

At this point, it is time to start creating an operational roadmap. Start building your roadmap by evaluating your pipeline and customer journey. Specifically, you want to look for any issues or gaps that can potentially be filled. Generate innovative business ideas and strategies to address these shortcomings. Then, you can categorize your workflow responsibilities by these, department, or expertise needed. With a solid roadmapping approach, you can reduce system complexity, limit operational friction, and establish a solid foundation. Definitely, drafting a roadmap is an important part of developing an administrative operations dashboard.

There are several key steps to develop an administrative operations plan for your business. First, set some smart, specific, measurable, and detailed goals. Next, carefully outline your operations, management and marketing workflow . Once you have this in place, you are free to inventory all your valuable business equipment and assets. Then, establish and measure some important key performance indicators (KPIs). With these in place, it is time to start drafting your official operational roadmap. Follow the points highlighted above to learn how to develop an administrative operations plan for business.

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Administrative Plan for Business

An administrative plan for business is a vital component to a company's level of success. 4 min read updated on February 01, 2023

An administrative plan for business is a vital component to a company's level of success. Even if you have a great product and a well-curated marketing plan, you still need an administrative plan to ensure the company is properly managed. If your company has poor administration, it's like trying to sail a ship across the vast ocean without an experienced captain. No matter what's taking place on board, you'll be floating further out into the sea with no land anywhere in sight.

When created properly, an administrative business plan will serve as a navigational chart for the business to follow. If the plan consists of extensive details, this will help everyone on board understand their duties, and it helps to ensure the company is going in the right direction.

What Needs to Be Covered in an Administrative Plan for Business?

There are several key areas that need to be addressed in an administrative plan for business, especially if the plan is being used to acquire some type of assistance for the business, such as funding.

The first things an administrative plan needs to cover are the intricacies of the company. Investors and lenders will want to know that you have a full understanding of how the business is going to be managed. For example, you will need to discuss how you plan to acquire and manage supply chains, how you are going to hire and train your employees, how you are going to manage the logistics of the company, etc. The more detail you can provide, the better. The goal is to prove that you know how to keep your company on track. More so, it shows that you know how to guide the company in a way that it is going to make a profit.

You are also going to want the administrative plan to cover how you understand that working with other companies can benefit your business. In addition, you should list potential companies you would consider partnering with. You don't necessarily have to call the companies out by name, but just list the types of companies they are and why they would make good partners.

The administrative plan should outline the types of service providers and contractors you would consider outsourcing work to , like payroll accountants, human resource services providers, etc. You want to prove that you don't mind outsourcing these tasks so that you can focus on your product and customer service.

It's also ideal that you ensure the administrative plan focuses on how your company prioritizes being innovative. You want investors and lenders to view your company either as being an industry leader or having the potential to be one. This means you should outline how you plan to tap into markets that have yet to be tapped into. Always make sure you present the business as being a forward-thinking company that strives to create and sell innovative products.

What Are the Different Parts of an Administrative Plan for Business?

The first part of a good administrative plan for business is going to be an executive summary. Although it will be thing featured in the plan, it's usually the last part to be created. You will use it to serve as a summary for the rest of the content that is featured in the plan. It introduces the reader to your company in a very condensed form and prepares them for the rest of the content, which is going to be very detailed. The executive summary should highlight the strengths of your business; it should talk about your goals and mission, and even provide a bit of background regarding the company's history and how you see the company evolving in the future.

The second part is the company description. This is where you will provide extensive details regarding the products and services that you are going to sell. It will tell how these products and services are going to meet the needs and demands of consumers.

Next is the market analysis . This is the part where you are going to prove that you have done your research and you know that your product or service is going to do well. The market analysis should include data on your target market, including its size, its location, and how your product meets the needs of this market.

The organization and management part of the plan details who is running the company and how its officers play a role in the day-to-day management.

Additional Components of a Good Administrative Plan

Other fundamental parts of the administrative plan include:

  • Service or Product Line
  • Marketing and Sales
  • Financial Projections
  • Funding Request

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Operational Planning: How to Make an Operations Plan

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The operations of your business can be defined as the sum of all the daily activities that you and your team execute to create products or services and engage with your customers, among other critical business functions. While organizing these moving parts might sound difficult, it can be easily done by writing a business operational plan. But before we learn how to make one, let’s first understand what’s the relationship between strategic and operational planning.

Operational Planning vs. Strategic Planning

Operational planning and strategic planning are complementary to each other. This is because strategic plans define the business strategy and the long-term goals for your organization, while operational plans define the steps required to achieve them.

What Is a Strategic Plan?

A strategic plan is a business document that describes the business goals of a company as well as the high-level actions that will be taken to achieve them over a time period of 1-3 years.

What Is an Operational Plan?

Operational plans map the daily, weekly or monthly business operations that’ll be executed by the department to complete the goals you’ve previously defined in your strategic plan. Operational plans go deeper into explaining your business operations as they explain roles and responsibilities, timelines and the scope of work.

Operational plans work best when an entire department buys in, assigning due dates for tasks, measuring goals for success, reporting on issues and collaborating effectively. They work even better when there’s a platform like ProjectManager , which facilitates communication across departments to ensure that the machine is running smoothly as each team reaches its benchmark. Get started with ProjectManager for free today.

Gantt chart with operational plan

What Is Operational Planning?

Operational planning is the process of turning strategic plans into action plans, which simply means breaking down high-level strategic goals and activities into smaller, actionable steps. The main goal of operational planning is to coordinate different departments and layers of management to ensure the whole organization works towards the same objective, which is achieving the goals set forth in the strategic plan .

How to Make an Operational Plan

There’s no single approach to follow when making an operation plan for your business. However, there’s one golden rule in operations management : your strategic and operational plans must be aligned. Based on that principle, here are seven steps to make an operational plan.

  • Map business processes and workflows: What steps need to be taken at the operations level to accomplish long-term strategic goals?
  • Set operational-level goals: Describe what operational-level goals contribute to the achievement of larger strategic goals.
  • Determine the operational timeline: Is there any time frame for the achievement of the operational plan?
  • Define your resource requirements: Estimate what resources are needed for the execution of the operational plan.
  • Estimate the operational budget: Based on your resource requirements, estimate costs and define an operational budget.
  • Set a hiring plan: Are there any skills gaps that need to be filled in your organization?
  • Set key performance indicators: Define metrics and performance tracking procedures to measure your team’s performance.

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Operational Plan Template

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What Should be Included in an Operational Plan?

Your operational plan should describe your business operations as accurately as possible so that internal teams know how the company works and how they can help achieve the larger strategic objectives. Here’s a list of some of the key elements that you’ll need to consider when writing an operational plan.

Executive Summary

An executive summary is a brief document that summarizes the content of larger documents like business plans, strategic plans or operation plans. Their main purpose is to provide a quick overview for busy stakeholders.

Operational Budget

An operational budget is an estimation of the expected operating costs and revenues for a given time period. As with other types of budget, the operational budget defines the amount of money that’s available to acquire raw materials, equipment or anything else that’s needed for business operations.

It’s important to limit your spending to stay below your operational budget, otherwise, your company could run out of resources to execute its normal activities. You can use our free operating budget template for Excel to track your operating costs.

Operational Objectives

It’s essential to align your operational objectives with your strategic objectives. For example, if one of your strategic objectives is to increase sales by 25 percent over the next three years, one possible operational objective would be to hire new sales employees. You should always grab your strategic plan objectives and turn them into one or multiple action items .

Processes & Workflows

Explain the various business processes, workflows and tasks that need to be executed to achieve your operational objectives. Make sure to explain what resources are needed, such as raw materials, equipment or human resources.

Operational Timeline

It’s important to establish a timeline for your operational plan. In most cases, your operational plan will have the same length as your strategic plan, but in some scenarios, you might create multiple operational plans for specific purposes. Not all operational plans are equal, so the length of your operational timeline will depend on the duration of your projects , workflows and processes.

Hiring Plan

Find any skills gap there might be in your team. You might need to hire a couple of individuals or even create new departments in order to execute your business processes .

Quality Assurance and Control

Most companies implement quality assurance and control procedures for a variety of reasons such as customer safety and regulatory compliance. In addition, quality assurance issues can cost your business millions, so establishing quality management protocols is a key step in operational planning.

Key Performance Indicators

It’s important to establish key performance indicators (KPIs) to measure the productivity of your business operations. You can define as many KPIs as needed for all your business processes. For example, you can define KPIs for marketing, sales, product development and other key departments in your company. This can include product launch deadlines, number of manufactured goods, number of customer service cases closed, number of 5-star reviews received, number of customers acquired, revenue increased by a certain percentage and so on.

Risks, Assumptions and Constraints

Note any potential risks, assumptions and time or resource constraints that might affect your business operations.

Free Operational Plan Template

Leverage everything you’ve learned today with our template. This free operational plan template for Word will help you define your budget, timeline, KPIs and more. It’s the perfect first step in organizing and improving your operations. Download it today.

ProjectManager's free operational plan template for Word.

What Are the Benefits of Operational Planning?

Every plan has a massive effect on all team members involved, and those can be to your company’s benefit or to their detriment. If it’s to their detriment, it’s best to find out as soon as possible so you can modify your operational plan and pivot with ease.

But that’s the whole point of operational planning: you get to see the effect of your operations on the business’s bottom line in real time, or at every benchmark, so you know exactly when to pivot. And with a plan that’s as custom to each department as an operational plan, you know exactly where things go wrong and why.

How ProjectManager Can Help with Operational Planning

Creating and implementing a high-quality operational plan is the best way to ensure that your organization starts out a project on the right foot. ProjectManager has award-winning project management tools to help you craft and execute such a plan.

Gantt charts are essential to create and monitor operational plans effectively. ProjectManager helps you access your Gantt chart online so you can add benchmarks for operational performance reviews. You can also create tasks along with dependencies to make the operation a surefire success.

A screenshot of a gantt chart in ProjectManager

Whether you’re a team of IT system administrators, marketing experts, or engineers, ProjectManager includes robust planning and reporting tools. Plan in sprints, assign due dates, collaborate with team members and track everything with just the click of a button. Plus, we have numerous ready-made project reports that can be generated instantly, including status reports, variance reports, timesheet reports and more.

project status report builder

Related Operations Management Content

  • Operational Strategy: A Quick Guide
  • Operations Management: Key Functions, Roles and Skills
  • Operational Efficiency: A Quick Guide
  • Using Operational Excellence to Be More Productive

Operational planning isn’t done in a silo, and it doesn’t work without the full weight of the team backing it up. Ensure that your department is successful at each benchmark. ProjectManager is an award-winning pm software dedicated to helping businesses smooth out their operational plans for a better year ahead. Sign up for our free 30-day trial today.

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How to Write an Operations Plan Section of your Business Plan

An Operations Plan Template

Free Operations Plan Template

Ayush Jalan

  • December 14, 2023

Operations Plan Section

Your business plan is an elaborate set of instructions stating how to run your business to achieve objectives and goals. Each section describes a part of the process of reaching your desired goal. Similarly, the operations plan section of your business plan explains the production and supply of your product.

An operations plan is formed to turn plans into actions. It uses the information you gathered from the analysis of the market , customers, and competitors mentioned in the previous parts of your business plan and allows for the execution of relevant strategies to achieve desired results.

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In this article, you will learn how to create an operations plan, its key elements, and an example to help get started drafting one for your business plan.

What Is an Operations Plan?

An operations plan is an in-depth description of your daily business activities centered on achieving the goals and objectives described in the previous sections of your business plan. It outlines the processes, activities, responsibilities of various departments and the timeframe of the execution.

The operations section of your business plan explains in detail the role of a team or department in the collective accomplishment of your goals. In other words, it’s a strategic allocation of physical, financial, and human resources toward reaching milestones within a specific timeframe.

A well-defined operational plan section of your business plan should be able to answer the following questions:

  • Who is responsible for a specific task or department?
  • What are the tasks that need to be completed?
  • Where will these operations take place?
  • When should the tasks be completed? What are the deadlines?
  • How will the tasks be performed? Is there a standard procedure?
  • How much is it going to cost to complete these tasks?

An Operations Plan Answers

How to Write an Operations Plan Section?

Creating an operational plan has two major stages, both addressing different aspects of your company. The first stage includes the work that has been done so far, whereas the second stage describes it in detail.

1. Development Phase

Development Phase

In this stage, you mention what you’ve done to get your business operations up and running. Explain what you aim to change and improvise in the processes. These are the elements your development section will contain:

Production workflow

: Explain all the steps involved in creating your product. This should be a highly informative, elaborate description of the steps. Here, you also mention any inefficiencies that exist and talk about the actions that need to be taken to tackle them.

Supply chains

Quality control, 2. manufacturing phase.

Manufacturing Phase

The development stage acquaints the reader with the functioning of your business, while the manufacturing stage describes the day-to-day operation.

This includes the following elements:

Outline of daily activities:

Tools and equipment:, special requirements:, raw materials:, productions:, feasibility:, why do you need an operations plan.

An operations plan is essentially an instruction manual about the workings of your business. It offers insight into your business operations. It helps investors assess your credibility and understand the structure of your operations and predict your financial requirements.

An operations plan reflects the real-time application of a business plan.

Internally, an operations plan works as a guide, which helps your employees and managers to know their responsibilities. It also helps them understand how to execute their tasks in the desired manner—all whilst keeping account of deadlines.

The operations plan helps identify and cut the variances between planned and actual performance and makes necessary changes. It helps you visualize how your operations affect revenue and gives you an idea of how and when you need to implement new strategies to maximize profits.

Advantages of Preparing an Operations Plan:

Offers clarity:, contains a roadmap:, sets a benchmark:, operations plan essentials.

Now that you have understood the contents of an operations plan and how it should be written, you can continue drafting one for your business plan. But before doing so, take a look at these key components you need to remember while creating your operational plan.

  • Your operations plan is fundamentally a medium for implementing your strategic plan. Hence, it’s crucial to have a solid strategic plan to write an effective operations plan.
  • Focus on setting SMART goals and prioritizing the most important ones. This helps you create a clear and crisp operations plan. Focusing on multiple goals will make your plan complicated and hard to implement.
  • To measure your goals, use leading indicators instead of lagging indicators. Leading indicators is a metric that helps you track your progress and predict when you will reach a goal. On the other hand, lagging indicators can only confirm a trend by taking the past as input but cannot predict the accomplishment of a goal.
  • It is essential to choose the right Key Performance Indicators (KPIs) . It is a good practice to involve all your teams while you decide your KPIs.
  • An operations plan should effectively communicate your goals, metrics, deadlines, and all the processes.

Now you’re all set to write an operations plan section for your business plan . To give you a headstart, we have created an operations plan example.

Operations Plan Example

Operations plan by a book publishing house

Track and Accomplish Goals With an Operations Plan

Drafting the operations plan section of your business plan can be tricky due to the uncertainties of the business environment and the risks associated with it. Depending on variables like your market analysis, product development, supply chain, etc., the complexity of writing an operations plan will vary.

The core purpose here is to put all the pieces together to create a synergy effect and get the engine of your business running. Create an effective operations plan to convey competence to investors and clarity to employees.

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Frequently Asked Questions

What role does the operations plan play in securing funding for a business.

The operations plan defines the clear goals of your business and what actions will be taken on a daily basis to reach them. So, investors need to know where your business stands, and it will prove the viability of the goals helping you in getting funded.

What are the factors affecting the operations plan?

  • The mission of the company
  • Goals to be achieved
  • Finance and resources your company will need

Can an operations plan be created for both start-up and established businesses?

Yes, both a startup and a small business needs an operations plan to get a better idea of the roadmap they want for their business.

About the Author

administrative operations in business plan

Ayush is a writer with an academic background in business and marketing. Being a tech-enthusiast, he likes to keep a sharp eye on the latest tech gadgets and innovations. When he's not working, you can find him writing poetry, gaming, playing the ukulele, catching up with friends, and indulging in creative philosophies.

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Most businesses need some sort of administrative services in order to operate. Whether it’s HR, personnel management, or a number of other operational services, they’ll likely turn to specialists when the need arises. This is where you and your new administrative services business comes in.

If you specialize in any administrative processes but aren’t sure where to start with developing a business, you may want to check out our library of sample plans. It’ll give you the direction to turn your expertise into a full-blown administrative services business.

If you’re looking to develop a more modern business plan, we recommend you try LivePlan . It contains the same templates and information you see here, but with additional guidance to help you develop the perfect plan.

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  • Learn how to do operational planning th ...

Learn how to do operational planning the right way

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Some of this planning will be developed yearly—things like your yearly objectives and key results, for example, will naturally grow as time goes on. But to make sure you’re staying on track and executing against your long-term goals, you need an operational plan. 

What is operational planning?

Operational planning is the process of turning your strategic plan into a detailed map that outlines exactly what action your team will take on a weekly, or sometimes even daily, basis. An operational plan will include action items and milestones that each team or department needs to complete in order to execute your strategic plan. 

During the operational planning process, outline each team or person’s responsibilities for the next quarter, six months, or fiscal year. The level of detail and timeline you select for your operational plan should depend on how quickly your organization typically moves—if you’re a fast-paced team with an accelerated roadmap, consider creating an operational plan for the next quarter or half year. But if your organization tends to think more long-term, create an operational plan for the entire fiscal year.

Operational planning vs. strategic planning

A strategic plan is a business-level plan of your long-term strategy for the next three to five years. An operational plan is smaller in both scope and timeline. The goal of operational planning is to outline the daily actions you need to take to hit your strategic goals. 

Unlike a strategic plan, an operational plan should also focus on implementation . What daily and weekly actions does your team need to take in order to accomplish your longer-term strategic plan? What specific Key Performance Indicators (KPIs) do you need to track on a regular basis in order to ensure that your team is progressing towards your objectives? These details should be captured in your operational plan.

Who should create an operational plan?

To capture exactly who is doing what by when, an operational plan needs to be very detailed. For this reason, create an operational plan at a smaller scale than your strategic plan—both in terms of timeline and scope. Instead of trying to create an operational plan for your entire company, create one at the department or team level. At a larger company, you could even create an operational plan for a specific initiative—similar to a detailed work plan .

For example, create an operational plan to explain the daily tasks your IT department needs to do in order to support the company. Your IT department’s operational plan might include how frequently IT team members will check the IT requests project inbox , budgeting details for the program, how the IT team will onboard and equip new employees, and how frequently the team will meet. 

There are three levels to who should create an operational plan:

Scope: Your operational plan will capture the who, what, and when of each activity. It should be laser-focused on a team or initiative.

Timeline: Depending on how fast your organization moves, your operational plan should span a quarter, six months, or a fiscal year. 

Stakeholders: Make sure the people involved in operational planning are close to the work, so they can accurately project and predict what work should be included in the plan.

The benefits of operational planning

A strategic plan is a great way to proactively align your team around a shared purpose. By defining long-term goals, you can outline exactly where you want to go.

An operational plan helps you hit your strategic goals. According to our research, only 26% of knowledge workers have a very clear understanding of how their individual work relates to company goals. By creating a detail-oriented operational plan, you can define exactly what short-term goals you need to achieve in order to be on track towards your long-term objectives. It can help you think through the actions you’re currently taking or need to take in order to execute against your goals. 

In particular, an operational plan:

Clarifies exactly what your team will be doing on a weekly and daily basis.

Provides a comprehensive guide of the day-to-day operations your team members need to take in order to accomplish your long-term goals.

Sets a benchmark for daily expectations, so you can avoid getting off track.

5 steps to making an operational plan

During the operational planning process, you're not creating new plans or developing new goals. Rather, to create an operational plan, assess everything your team is currently working on and everything you need to do on a daily or weekly basis to hit your strategic goals. Here’s how:

1. Start with a strategic plan

If you haven’t already, create a strategic plan first. You need a long-term vision and goals before you can break down the day-to-day details. There are four steps to creating a strategic plan:

Determine your position

Develop your strategy

Build your strategic plan

Share, monitor, and manage your strategic plan

To learn more, read our article on strategic planning .

2. Narrow down your scope

In order to create a detail-oriented operational plan, you need to narrow the scope to a team, department, or focus area. The scope of your operational plan will depend on the size of your company.

For example, imagine you’re breaking down your strategic plan into action plans for various company departments. Your marketing team spans multiple functions—for example, design, product marketing, social media, content creation, and web promotion. To capture specific, daily functions within each team, you should create an operational action plan for each smaller team. 

3. Identify key stakeholders

Before creating an operational plan, decide who will be involved in the operational planning process. The team members creating the operational plan should be relatively close to the actions the plan describes. 

To continue our example, the design team’s operational plan should be created by the head of the design team and the team leads (depending on the size of the team). Once they’ve created their operational plan, the team should share the plan with the head of marketing for final approval.

4. Create the plan

Your operational plan explains the actions your team will take to achieve your goals within a set time frame. To create an operational plan, outline:

Your team’s objectives

The deliverables that will be achieved by the operational plan

Any desired outcomes or quality standards

Staffing and resource requirements, including your operating budget

How you will monitor and report on progress

If you’re struggling to figure out all the details that should be included in your operational plan, ask yourself the following questions: 

What do we need to accomplish? This information should come from your strategic plan or yearly goals.

What daily tasks do we need to complete in order to hit our goals? These can be daily tasks you’re currently doing or new work that needs to be kicked off.

Who are the people responsible for those tasks? Make sure each task has one owner so there’s no confusion about who to go to for questions or updates.

What are our metrics for success? If you haven’t already, make sure your goals follow the SMART framework . 

To continue our example, here’s the framework the design team might use to create their operational plan:

Part of the strategic plan for the marketing team is to increase share of voice in the market—which means more eyes on marketing materials and increased engagement with potential customers. To support these goals, the design team will: 

Create additional promotional materials for the social team

Revamp the website home page to attract more potential customers

To accomplish these two goals in the next year, the design team will:

Hire two new team members to focus on social media engagement

Partner with the web development team within the marketing department to create an interactive home page

To track and report on their progress, the design team will use Asana as their central source of truth for key performance metrics, including:

What designs they are creating

The level of engagement they’re getting on social media

The progress of the website update

This is just the framework the design team would use to create their operational plan. Bring this plan to life within a work management tool like Asana to share clarity on all of the work the team needs to do to hit their goals. With work management, every task can be tracked in real-time from inception to completion.

5. Share and update your operational plan

Once you’ve created the plan, share it with key stakeholders so they understand your team’s most important goals and the daily tasks it will take to get there. Manage your plan and updates in a shared tool that captures real-time progress, like Asana .

Like any element of project planning, things will inevitably change. Actively monitor your operational plan and report on progress so key stakeholders and team members can stay updated on how you’re tracking against your goals. Report on progress monthly through written status updates . 

Get started with operational planning

An operational plan can help you ensure you’re making progress on long-term goals. But in order for this plan to be effective, make sure you’re tracking your work in a centrally-accessible tool. Siloed information and goals don’t help anyone—instead, track your action items and goals in a work management tool.

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Operational Planning: How to Make an Operational Plan

June 6, 2022 - 10 min read

Yuvika Iyer

Having a strategic plan is essential to any company, but it's not enough. To ensure that the broader organizational goals are within reach, you need an operational plan for day-to-day work..

In this blog post, we’ll explain what an operational plan is, show you how to create one without feeling overwhelmed, and provide you with an example of an operational plan. We’ll also share our pre-built templates that you can start with to streamline the process.

What is an operational plan?

An operational plan is a document that outlines the key objectives and goals of an organization and how to reach them.

The document includes short-term or long-term goals in a clear way so that team members know their responsibilities and have a clear understanding of what needs to be done.

Crafting an operational plan keeps teams on track while guiding them in making crucial decisions about the company's long-term strategy.

Operational planning vs strategic planning

Though related to each other, these two planning strategies differ in their focus.

Operational planning is the process of the day-to-day work to execute your strategy. It ensures you have all the resources and staff necessary to get work done efficiently.

On the other hand, strategic planning is about looking ahead into the future, identifying the upcoming pipeline, and figuring out how you can prepare for it.

According to the U.S. Bureau of Labor, nearly 7 million Americans are self-employed, with an additional 10 million employed by small businesses. 

If you're working at a large corporation, chances are your company will have some form of strategic goals in place. However, if you're one of the millions who work remotely and independently, your success will rely on operational planning instead.

What are the key elements of an operational plan?

The success of operational planning largely depends on setting realistic expectations for all teams.

Here are the key elements of a functional operational plan:

  • Clearly define the ultimate vision or objective for the plan
  • Review and break down the smaller goals for the operating budget, team, and resources required to put the plan into action
  • Assign budgets, team members, key stakeholders, and resources
  • Monitor progress with consistent reports
  • Refine the operational plan and be ready to pivot if needed

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Ensure all teams understand the parameters of success. Doing this shows how their work contributes to wider company goals and ensures better decision-making for the business operation.

How to create an operational planning process

Think of an operational plan as a key component in a team puzzle. It provides employees with a manual on how to operate the company.

It should be created in tandem with other foundational documents like an organizational mission statement, vision document, or business strategy. Daily, it can help answer questions such as:

  • Who should be working on what?
  • How can we mitigate those risks?
  • How will resources be assigned for different tasks?
  • Are there any internal and external risks facing the business?

To create a successful operational plan, it's important to define goals clearly. Here are several steps that will help you develop a functional operating plan:

Start with the strategic plan

Before defining an operational goal, make sure your strategic objectives are in place and relevant.

Prioritize the most critical activities first

Once these goals have been decided on, prioritize the most critical activities required to achieve these aims.

Stop diluting team efforts and let them focus on the most important goals first. Doing this means everyone works on a smaller set of tasks, instead of spreading themselves thin in multiple areas. It also helps in optimizing available resources.

Use predictive indicators

For a robust operational plan, consider using key performance metrics or indicators that can help you determine project progress and lend visibility to team activities. 

While lagging indicators look backward, leading indicators look to the future. Think of the plan as a car — the rear-view mirror would be a lagging indicator, while the windshield would be the leading indicator.

A leading indicator could be a new product, higher customer satisfaction levels, or new markets. Examples of lagging indicators include the number of people who attended an event or the monthly operating expenses for specific departments. 

Instead of lagging indicators, use leading indicators. Lagging metrics will show that your efforts are falling short only after you execute the operations.

Leading KPIs include predictive measures that allow early identification of problems before they become critical and impact business performance negatively.

Get team buy-in

The key to defining appropriate KPIs is involving the whole team in the process. Meet to discuss the business goals and figure out what measurements are right for the team instead of working independently or outsourcing them.

Ensure consistent communication

Communication is key. By understanding your company's metrics and what they mean, you'll be able to work together more effectively with colleagues to reach common goals.

Operational plan example

Let’s say that a company plans to increase production volume by 50% at the end of a fiscal year.

When the company goal is clear, the team will make a strategic plan with three main components: marketing, sales, and operations.

This can be further broken down into an operational plan, which will assign resources, teams, budgets, and timelines for different departments such as manufacturing, sourcing, accounts, finance, and logistics to achieve the increase in production. Such a plan should include a financial summary and financial projections as well.

Operational plan template

Think about the example above. The goals and parties involved are clear as part of the operational plan. At the same time, to remain on track, the plan requires continuous analysis and reviews. An operational plan template can be extremely helpful to achieve that.

An operational template can be a simple document that is reused for different plans by the same organization. However, it is also possible and extremely helpful to make use of project management software tools to create one.

For instance, Gantt charts can serve exactly that purpose. Using a Gantt chart as an operational plan template, it is possible to create and manage plans, track changes and edit project-related activities in real time. The chart allows clear visibility for timelines, tasks, responsibilities, and team members.

Operational planning advantages and disadvantages

Most businesses utilize an operational plan to keep track of their daily tasks. 

The plan outlines the day-to-day activities for running the organization — teams, managers, and employees are then able to visualize their contribution, which is crucial for reaching company goals.

But every process has two sides. Let’s review the operational planning advantages and disadvantages in more detail.

Operational planning advantages

Clarifies organizational goals.

An operational plan helps managers and department heads define their daily tasks, responsibilities, and activities in detail.

It also illustrates how individual team members contribute to the overall company or department goals. Without a clearly defined plan, managers and employees have no way to measure their daily tasks against predefined outcomes.

Boosts team productivity

Business owners are always looking for ways to increase productivity, which in turn translates into higher profits. One of the best and easiest ways to boost efficiency is through an operational plan.

Employees are more productive when they know their daily objectives and responsibilities. Conversely, if they're unsure of what is required of them, chances are their productivity will suffer. 

An operational plan provides this vital information to employees in each department and across the company as a whole.

Enhance organizational profitability

Having a plan helps in keeping projects and teams on track.

When operations are managed properly, teams are able to consistently increase revenue and develop new products.

Innovation pays off. A BCG survey points out that 60% of companies that are committed to innovation report steadily increasing revenues year after year. With an operational plan in place, teams are able to innovate better and faster.

Improves competitive advantages

Competitive advantages are made up of multiple levels and components.

Coordinating the different parts with an operational plan will make your workflows run more smoothly. This allows you to deliver high-quality deliverables on time, creating an outstanding customer experience and keeping you ahead of the competition.

Operational planning disadvantages

Possibility of human error.

Human error is a common problem in manufacturing that can often occur when transitioning from production to sale.

Operations management teams will need to coordinate effectively with diverse cross-functional teams such as finance, accounting, engineering, and human resources. In doing so, each team will have a clear understanding of the end goals of each department.

Interdependency amongst parts

One of the main disadvantages of implementing an operations planning process is that its success depends on coordination across parts.

Plans end up failing due to one part not working, which can have an adverse impact on the subsequent process. Disruptions in one process can end up affecting the entire process, making the entire operational plan useless.

Using Wrike for operational planning

Boost your organization by ensuring every project starts off on the right foot. Wrike's award-winning project management tools can help you create and execute operational plans with various pre-built templates . 

Establish your plan, monitor progress, and be prepared to pivot if necessary. With Wrike, you can share real-time data, making all milestones crystal clear for your team and helping them stay updated and on track. 

Choose the most suitable template and start a free two-week trial of Wrike today!

Yuvika Iyer

Yuvika Iyer

Yuvika is a freelance writer who specializes in recruitment and résumé writing.

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Work Skills You Need on Your Resume in 2021

Work Skills You Need on Your Resume in 2021

Navigating the highly competitive job market can be brutal. In a recent Jobvite survey, nearly three in four respondents said they believe finding a job has become much harder following the pandemic.  It’s clearer now more than ever how important it is for your resume to stand out. In fact, nearly 24% of hiring managers spend 30 seconds or less reviewing a resume to determine whether a candidate is qualified for a position or not. You quite literally have seconds to catch their attention before your resume ends up in the recycling bin with the rest of the candidates that didn’t make the cut. So, how exactly do you set yourself apart and stand out from the crowd? Highlighting your work skills on your resume is the best place to start. We did some digging and pulled together some work skills examples in various categories to inspire you to revitalize your resume.  Important social work skills for the workplace What are social work skills? Social skills, otherwise known as interpersonal skills, are essential in helping us communicate with one another in the workplace. These skills allow us to build relationships, interact, and communicate with those around us in a meaningful and effective way. This includes verbal and nonverbal cues.  Social work skills are essential in every job. Whether you work on a team, are in a client-facing role, or are an individual contributor reporting to a direct manager, solid social skills will help you succeed in your position.  Let’s take a look at some of the most important social work skills for the workplace:  1. Empathy One of the best ways to interact well with others is to put yourself in their shoes and understand how they feel. Empathetic people can understand how others are feeling and can identify with those feelings in some way.  Having empathy is a vital trait, especially for those who hold leadership positions. Being empathetic isn’t something you can force, and it doesn’t happen overnight if it doesn’t come naturally to you. This skill takes a conscious effort to build and will help you forge and maintain stronger workplace relationships. 2. Active listening Have you ever been in the middle of a conversation with a colleague and felt like they weren’t paying attention to a single word you were saying? Or have you ever been chatting with a coworker and felt like they heard you and gave you their utmost attention? The latter is known as active listening.  Active listening involves giving someone your full, undivided attention and it allows you to build trust and strong relationships with your colleagues and clients. Active listening requires practice, but it is a skill that can be acquired with proper training and effort. 3. Emotional intelligence At a high level, emotional intelligence refers to recognizing and being aware of the emotions of both yourself and other people. Those with high emotional intelligence are known for being self-aware and can practice self-regulation, particularly in stressful and potentially overwhelming situations at work. Emotional intelligence is critical in the workplace because it contributes to strong, long-term relationships and can help you manage and appropriately tailor your reactions.  4. Conflict resolution According to recent research, 65% of workers experienced conflict with another coworker. Conflict is inevitable in the workplace, which means developing a solid set of conflict resolution skills can help you manage and navigate these situations efficiently.  Conflict resolution is the ability to address the root cause of disagreements and devise a solution that works for all parties involved. You can use various techniques to help resolve conflicts, so it’s essential to learn and understand how to address different disputes. 5. Written communication Social skills refer to how we communicate with one another, which means written skills are a must. Some forms of written communication include emails, instant messages, documents, reports, slide decks, and your resume. Using appropriate grammar, proper spelling, and following formatting guidelines will allow you to communicate effectively with others. 6. Nonverbal communication When it comes to communication, it’s easy to think about what we are saying, but we don’t always focus on how we are saying it. Nonverbal skills can dramatically impact the way your message is received.  Your body language, eye contact, facial expressions, and tone can completely change the message you are trying to deliver to your coworkers. It’s important to be aware of these subtle cues so that you can make sure your message isn’t misconstrued or misinterpreted.  Work-related skills for virtual environments You might not be working with your colleagues side-by-side in the same office. In addition to the skills we discussed above, remote work requires some different skills and disciplines.  Below are a few competencies that you’ll definitely want to have when collaborating in virtual work environments:  Self-motivation: There’s a big difference between in-person office environments and virtual workplace settings. At the office, your manager can simply stop by your desk or quickly check in to see how things are going. While your supervisor can technically do the same via email or instant message, you ultimately don’t have anyone looking over your shoulder 24/7 at your home office (unless you have pets, children, or spouses nearby!). That means self-motivation and knowing how to hold yourself accountable to get your work done are vital to helping you thrive in a virtual role. Adaptability: Adaptability is beneficial in any setting, but it’s a particularly beneficial skill in virtual environments. Whether you’re working with a distributed team and constantly trying to navigate time zones or your presentation gets interrupted due to an unreliable internet connection, adaptability is an important skill to help you navigate the unexpected and ever-changing conditions you may find yourself running up against. Digital and technical knowledge: In virtual environments, employees work remotely and generally rely on several tools to collaborate and tackle their to-do lists. Between project management software, instant messaging, video conferencing, document sharing, and email, there are many different technologies to navigate daily. If you’re working in a virtual environment, it’s essential to feel comfortable using these platforms if you want to keep up with the pace of your work. It’s also worth mentioning that, while you still may be able to reach the IT help desk, you may not receive assistance as quickly as you would in an office setting. That means you might have to do some troubleshooting and problem-solving on your own. What teamwork skills are important for 2021? Teamwork makes the dream work, right?  Teamwork skills are a subset of skills that enable us to work well with groups of people (meaning, our teams) to achieve a shared goal or outcome. In 2021 and beyond, as we see a shift toward hybrid work models, honing in on your teamwork skills can help you land your dream gig. Here are the teamwork skills that are important to develop for 2021 and beyond: 1. Reliability Being reliable is arguably the most crucial teamwork skill. Those who are reliable can be depended on and trusted to do their part time and time again. They show a certain level of commitment to their work and colleagues, meet deadlines (or even get work in early), and follow through on any action or task they say they will do.  You want to be a reliable teammate so your colleagues and your employer will have faith in you. And the more trustworthy you are, the more responsibility you will be trusted with over time, which may boost your career growth in the long run. It’s even more important to showcase your reliability in a virtual workplace environment through clear and frequent communication. 2. Accountability Accountability goes hand-in-hand with reliability. But beyond being reliable, accountability is all about taking responsibility for one’s work — even when that includes mistakes or failures.  There’s no room for the blame game or pointing fingers on teams that work well with one another, which means you have to hold yourself accountable and take fault when necessary. Your teammates will likely think more of you if you’re willing to admit you’re wrong, as opposed to constantly shifting blame or pointing fingers when issues arise. 3. Respectfulness A little bit of respect goes a long way, especially at work. According to Indeed, respectfulness in the workplace reduces stress, increases productivity and collaboration, improves employee satisfaction, and creates a fair environment. You need to respect your team members, manager, and clients to do your best work together.  Acts of respect include acknowledging others and calling them by name, encouraging and exchanging opinions and ideas without judgment, giving credit where it’s due, and listening to and understanding your teammates. 4. Collaboration There is no successful teamwork without collaboration. Collaboration is working together with one or more people on a project or toward a shared goal.  When employees can work together and collaborate successfully, they can share ideas and come up with practical solutions to complex problems. Brainstorming, open discussions, workshops, and knowledge sharing sessions are all examples of collaboration that lead to great teamwork.  5. Persuasion Have you ever worked with a teammate who insists on working their way, even if the rest of the team agrees to pursue another route? How do you keep making progress on your project or goal if one team member isn’t on the same page? That’s where your skills of persuasion come in handy.  Sometimes you might have to persuade a team member to see another point of view and change their mind to benefit the rest of the group. But persuasive skills are more than just getting someone to change their mind and see your perspective — it’s about doing so in an empathetic and respectful way in order to maintain a healthy working relationship. 6. Constructive feedback for improvement You should be able to offer your teammate constructive feedback to help them improve and vice versa. Exchanging feedback not only benefits individuals and the team as a whole but also adds value to your organization by creating an opportunity for constant growth.  Giving feedback requires offering suggestions for improvement in a positive way, while receiving feedback requires listening with an open mind and a willingness to change.  Work skills that work on any resume Sure, there are specialized skills for different roles and industries. Engineers add their programming skills to their resume, project managers add project management certifications and relevant skills, and HR professionals add the performance management and HRIS systems they’ve previously used. While there are specialized skills you’ll want to emphasize on your resume based on your industry and role (and trust us, those are important), there are also some work skills that are relevant on any resume. These include:  Creativity: Creativity is an essential component of innovation and complex problem-solving. In its most basic form, creativity requires thinking about a problem or task differently and using your imagination to form and test new ideas. Problem-solving: All employers value problem-solving abilities because they want to hire people who can break down problems and develop effective solutions. To showcase your problem-solving skills, you might possess a range of qualities such as analysis, evaluation, decision-making, and communication. Time management: No employer wants to hire someone who doesn’t make good use of their time and will have a hard time getting their work done. Your future employer wants to know that you’ll be able to meet deadlines, effectively use your workday to get tasks accomplished, and handle your workload without a lot of babysitting. Examples of specific time management responsibilities include goal setting, prioritizing tasks, meeting deadlines, and minimizing or eliminating distractions for optimal focus. Leadership: Showcasing how you’ve demonstrated leadership in your previous roles can demonstrate to your future potential employer what type of employee you are. Being an effective leader can increase your advancement opportunities within your organization. Use specific examples of successful leadership on your resume for the most significant impact.  So how do you showcase these skills on your resume? Now that you know what work skills for resumes employers want to see, you’re bound to have this question: Where do you put them? Keep in mind that the goal of your resume is to prove that you’re a qualified, no-brainer fit for the role you’re applying for. That’s why your smartest move is to tailor your resume to a specific job. Take a fine-tooth comb to the job description and identify words or skills that are repeated or emphasized. Those are traits that you should be incorporating in your own resume (provided you honestly possess them, of course). The most important skills should go as close to the top of your document as possible, because remember, hiring managers are only skimming for a few seconds. As for where you can work these skills in, you have a number of options, including:  Your professional summary at the top of your document A dedicated key skills section where you can bullet out your most relevant abilities Your past positions, where you can demonstrate how you applied your skills in previous jobs Finally, remember that many of your work skills and social work skills — from communication and time management to problem-solving and active listening — will be on display throughout the hiring process and your interviews.  So, it should go without saying, but show up on time, respond to messages promptly and respectfully, and treat everybody respectfully. After all, when it comes to your work skills, employers want you to show — and not just tell.

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How To Write the Management Section of a Business Plan

Susan Ward wrote about small businesses for The Balance for 18 years. She has run an IT consulting firm and designed and presented courses on how to promote small businesses.

administrative operations in business plan

Ownership Structure

Internal management team, external management resources, human resources, frequently asked questions (faqs).

When developing a business plan , the 'management section' describes your management team, staff, resources, and how your business ownership is structured. This section should not only describe who's on your management team but how each person's skill set will contribute to your bottom line. In this article, we will detail exactly how to compose and best highlight your management team.

Key Takeaways

  • The management section of a business plan helps show how your management team and company are structured.
  • The first section shows the ownership structure, which might be a sole proprietorship, partnership, or corporation.
  • The internal management section shows the department heads, including sales, marketing, administration, and production.
  • The external management resources help back up your internal management and include an advisory board and consultants.
  • The human resources section contains staffing requirements—part-time or full-time—skills needed for employees and the costs.

This section outlines the legal structure of your business. It may only be a single sentence if your business is a sole proprietorship. If your business is a partnership or a corporation, it can be longer. You want to be sure you explain who holds what percentage of ownership in the company.

The internal management section should describe the business management categories relevant to your business, identify who will have responsibility for each category, and then include a short profile highlighting each person's skills.

The primary business categories of sales, marketing , administration, and production usually work for many small businesses. If your business has employees, you will also need a human resources section. You may also find that your company needs additional management categories to fit your unique circumstances.

It's not necessary to have a different person in charge of each category; some key management people often fill more than one role. Identify the key managers in your business and explain what functions and experience each team member will serve. You may wish to present this as an organizational chart in your business plan, although the list format is also appropriate.

Along with this section, you should include the complete resumés of each management team member (including your own). Follow this with an explanation of how each member will be compensated and their benefits package, and describe any profit-sharing plans that may apply.

If there are any contracts that relate directly to your management team members, such as work contracts or non-competition agreements, you should include them in an Appendix to your business plan.

While external management resources are often overlooked when writing a business plan , using these resources effectively can make the difference between the success or failure of your managers. Think of these external resources as your internal management team's backup. They give your business credibility and an additional pool of expertise.

Advisory Board

An Advisory Board can increase consumer and investor confidence, attract talented employees by showing a commitment to company growth and bring a diversity of contributions. If you choose to have an Advisory Board , list all the board members in this section, and include a bio and all relevant specializations. If you choose your board members carefully, the group can compensate for the niche forms of expertise that your internal managers lack.

When selecting your board members, look for people who are genuinely interested in seeing your business do well and have the patience and time to provide sound advice.

Recently retired executives or managers, other successful entrepreneurs, and/or vendors would be good choices for an Advisory Board.

Professional Services

Professional Services should also be highlighted in the external management resources section. Describe all the external professional advisors that your business will use, such as accountants, bankers, lawyers, IT consultants, business consultants, and/or business coaches. These professionals provide a web of advice and support outside your internal management team that can be invaluable in making management decisions and your new business a success .

The last point you should address in the management section of your business plan is your human resources needs. The trick to writing about human resources is to be specific. To simply write, "We'll need more people once we get up and running," isn't sufficient. Follow this list:

  • Detail how many employees your business will need at each stage and what they will cost.
  • Describe exactly how your business's human resources needs can be met. Will it be best to have employees, or should you operate with contract workers or freelancers ? Do you need full-time or part-time staff or a mix of both?
  • Outline your staffing requirements, including a description of the specific skills that the people working for you will need to possess.
  • Calculate your labor costs. Decide the number of employees you will need and how many customers each employee can serve. For example, if it takes one employee to serve 150 customers, and you forecast 1,500 customers in your first year, your business will need 10 employees.
  • Determine how much each employee will receive and total the salary cost for all your employees.
  • Add to this the cost of  Workers' Compensation Insurance  (mandatory for most businesses) and the cost of any other employee benefits, such as company-sponsored medical and dental plans.

After you've listed the points above, describe how you will find the staff your business needs and how you will train them. Your description of staff recruitment should explain whether or not sufficient local labor is available and how you will recruit staff.

When you're writing about staff training, you'll want to include as many specifics as possible. What specific training will your staff undergo? What ongoing training opportunities will you provide your employees?

Even if the plan for your business is to start as a sole proprietorship, you should include a section on potential human resources demands as a way to demonstrate that you've thought about the staffing your business may require as it grows.

Business plans are about the future and the hypothetical challenges and successes that await. It's worth visualizing and documenting the details of your business so that the materials and network around your dream can begin to take shape.

What is the management section of a business plan?

The 'management section' describes your management team, staff, resources, and how your business ownership is structured.

What are the 5 sections of a business plan?

A business plan provides a road map showing your company's goals and how you'll achieve them. The five sections of a business plan are as follows:

  • The  market analysis  outlines the demand for your product or service.
  • The  competitive analysis  section shows your competition's strengths and weaknesses and your strategy for gaining market share.
  • The management plan outlines your ownership structure, the management team, and staffing requirements.
  • The  operating plan  details your business location and the facilities, equipment, and supplies needed to operate.
  • The  financial plan  shows the map to financial success and the sources of funding, such as bank loans or investors.

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Operations and Management Business Plan (+Sample in PDF)

AUG.03, 2023

Operations and Management Business Plan

1. What Is a Management and Operations Plan?

RephraseA manageme­nt and operations plan is a crucial document that outlines the­ direction and management of an organization or e­nterprise. Typically create­d with a specific objective in mind, such as achie­ving company growth, expanding operations, or launching new products, this plan de­tails the organization’s goals and objectives. It provide­s a roadmap for achieving these goals, se­rves as a refere­nce for monitoring progress, and allows for nece­ssary adjustments along the way.

The plan provide­s a comprehensive outline­ of the roles and responsibilitie­s of every manager and staff me­mber within the organization. This crucial information ensure­s effective coordination among the­ management team and he­lps facilitate goal attainment. Additionally, a well-de­veloped manageme­nt and operations plan plays a significant role in attracting and retaining inve­stors and customers.

2. Management and operations business plan Sample

The following management and operations business plan will be based on the successful startup of a new facility management business. Professional Busine­ss Planning service is focused on cre­ating a sustainable facility management busine­ss that prioritizes delivering a unique­ customer experie­nce through comprehensive­ services and cost-effe­ctive solutions.

Facility Management

The main focus will be on providing tailore­d Facility Management service­s to our clients. These se­rvices may include facilities mainte­nance, energy manage­ment, environmental compliance­, landscaping, housekeeping, and se­curity. We also offer after-hours support and mainte­nance to ensure all clie­nt needs are me­t professionally and in a timely manner.

The strategic and business plan operations management will maintain a comprehensive inventory of facility management supplies, crisis management, and equipment, including tools, cleaning and janitorial supplies, and appliance parts. The busine­ss will also keep inventory of safe­ty supplies, including non-slip mats, fire extinguishe­rs, and first-aid kits.

Objectives and Goals

The best business plans to launch its facility management services no later than six months after beginning operations. Initially, the business plan management operation and organization will focus on acquiring new clients and establishing a quality service process. After this initial stage­, the business will aim to grow its service­s and customer reach by targeting ne­arby communities and neighboring businesse­s.

Employees and Organizational Structure

The management and operations in the business plan will employ a full-time staff of three and three part-time employees. The staff will have­ several key re­sponsibilities, including scheduling service­s, addressing customer inquiries, managing facilitie­s, and keeping track of inventory. The­y will also undergo comprehensive­ training to ensure exce­llent customer service­. The business will also have a de­dicated service te­chnician available on-call and an administrative assistant to handle custome­r inquiries and scheduling.

3. Operations and management business plan examples

When de­veloping a business plan for operations and manage­ment, it’s crucial to carefully consider the­ unique goals and objectives of the­ business. For instance, if you’re starting a re­staurant, you need to give care­ful thought to aspects such as menu options, operating hours, staffing re­quirements, and other factors that are­ vital for ensuring the success of your e­stablishment. The same consideration must be given when starting a salon, home care business, or law firm. Running differe­nt types of establishments re­quires a tailored approach, including specific staffing and policie­s. Creating a successful operations and manage­ment business plan involves taking a holistic vie­w of the business while ke­eping the customer front and ce­nter.

For a restaurant, an operations and management business plan examples should include key elements like the types of foods they will serve, pricing, and a detailed schedule for opening and closing by Professional Business Plan Writers . The Restaurant Business Plan should also include plans for hiring and managing staff and the necessary systems and procedures to ensure the restaurant runs smoothly. A salon will also have to consider how they will attract customers, manage services, and care for client safety and satisfaction. Home care and law firms should include detailed plans for recruiting, selecting, and training staff; organization policies; service offerings; and customer service processes.

Overall, management and operations in a business plan for service should outline all operational processes, personnel management, customer service, and marketing tactics for the business to succeed. From food offerings to staff selection, business owners should clearly outline their plan of action and adhere to their operations and management business plan for success.

4. Unlock the Path to Growth and Profit with OGS Capital: The ‘Go-To’ Management Plan Experts

At OGS Capital, we are­ experts in operations and manage­ment business plan consulting. With over 15 ye­ars of experience­, our team of skilled business and ope­rations strategists is dedicated to he­lping businesses like yours achie­ve growth and profitability. We have a de­ep understanding of the intricacie­s involved in developing e­ffective operations and manage­ment business plans and specialize­ in creating personalized strate­gies that address each clie­nt’s unique needs.

We provide­ Professional Business Planning Services, starting with our thorough business assessment se­rvices. Our consultants offer personalize­d guidance based on their e­xtensive industry expe­rtise.

At our company, we prioritize­ strategic customer targeting in our ope­rations and management business plan de­velopment service­s. Our expertise lie­s in creating accurate customer se­gmentation models and impactful market positioning plans. The­se plans enable you to e­ffectively identify the­ most suitable customers for your products and service­s, maximizing your chances of capturing your target market.

With OGS Capital by your side every step of the way, you can be confident that your plan will be completed to the highest quality and efficacy standards. Contact us today to unlock your path to success.

administrative operations in business plan

Q.How do you write management and operations in a business plan?

In the manage­ment and operations section of a busine­ss plan, it is crucial to provide details about the various tasks re­quired to run your business and the role­s and responsibilities of each te­am member. This section should addre­ss important questions such as who makes decisions, who handle­s daily operations, and how the staff hierarchy is structure­d. Additionally, you should include information on how the business acquire­s resources and manages finance­s.

Q.What is an example of an operation management plan?

An example­ of an operational management plan is a compre­hensive blueprint that outline­s strategies and steps to e­nhance the efficie­ncy and effectivene­ss of producing and delivering goods and service­s. This plan includes specific details about proce­dures for improving processes, se­lecting equipment, allocating labor re­sources, managing inventory, and ensuring quality control. It also e­ncompasses provisions for monitoring, evaluating, and making adjustments to ope­rational changes. Furthermore, the­ plan identifies potential risks and provide­s strategies to mitigate the­m effectively.

Download Operations and Management Business Plan in PDF

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

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  • 17.3 Types of Plans
  • Introduction
  • 1.1 What Do Managers Do?
  • 1.2 The Roles Managers Play
  • 1.3 Major Characteristics of the Manager's Job
  • Summary of Learning Outcomes
  • Chapter Review Questions
  • Management Skills Application Exercises
  • Managerial Decision Exercises
  • Critical Thinking Case
  • 2.1 Overview of Managerial Decision-Making
  • 2.2 How the Brain Processes Information to Make Decisions: Reflective and Reactive Systems
  • 2.3 Programmed and Nonprogrammed Decisions
  • 2.4 Barriers to Effective Decision-Making
  • 2.5 Improving the Quality of Decision-Making
  • 2.6 Group Decision-Making
  • 3.1 The Early Origins of Management
  • 3.2 The Italian Renaissance
  • 3.3 The Industrial Revolution
  • 3.4 Taylor-Made Management
  • 3.5 Administrative and Bureaucratic Management
  • 3.6 Human Relations Movement
  • 3.7 Contingency and System Management
  • 4.1 The Organization's External Environment
  • 4.2 External Environments and Industries
  • 4.3 Organizational Designs and Structures
  • 4.4 The Internal Organization and External Environments
  • 4.5 Corporate Cultures
  • 4.6 Organizing for Change in the 21st Century
  • 5.1 Ethics and Business Ethics Defined
  • 5.2 Dimensions of Ethics: The Individual Level
  • 5.3 Ethical Principles and Responsible Decision-Making
  • 5.4 Leadership: Ethics at the Organizational Level
  • 5.5 Ethics, Corporate Culture, and Compliance
  • 5.6 Corporate Social Responsibility (CSR)
  • 5.7 Ethics around the Globe
  • 5.8 Emerging Trends in Ethics, CSR, and Compliance
  • 6.1 Importance of International Management
  • 6.2 Hofstede's Cultural Framework
  • 6.3 The GLOBE Framework
  • 6.4 Cultural Stereotyping and Social Institutions
  • 6.5 Cross-Cultural Assignments
  • 6.6 Strategies for Expanding Globally
  • 6.7 The Necessity of Global Markets
  • 7.1 Entrepreneurship
  • 7.2 Characteristics of Successful Entrepreneurs
  • 7.3 Small Business
  • 7.4 Start Your Own Business
  • 7.5 Managing a Small Business
  • 7.6 The Large Impact of Small Business
  • 7.7 The Small Business Administration
  • 7.8 Trends in Entrepreneurship and Small-Business Ownership
  • 8.1 Gaining Advantages by Understanding the Competitive Environment
  • 8.2 Using SWOT for Strategic Analysis
  • 8.3 A Firm's External Macro Environment: PESTEL
  • 8.4 A Firm's Micro Environment: Porter's Five Forces
  • 8.5 The Internal Environment
  • 8.6 Competition, Strategy, and Competitive Advantage
  • 8.7 Strategic Positioning
  • 9.1 Strategic Management
  • 9.2 Firm Vision and Mission
  • 9.3 The Role of Strategic Analysis in Formulating a Strategy
  • 9.4 Strategic Objectives and Levels of Strategy
  • 9.5 Planning Firm Actions to Implement Strategies
  • 9.6 Measuring and Evaluating Strategic Performance
  • 10.1 Organizational Structures and Design
  • 10.2 Organizational Change
  • 10.3 Managing Change
  • 11.1 An Introduction to Human Resource Management
  • 11.2 Human Resource Management and Compliance
  • 11.3 Performance Management
  • 11.4 Influencing Employee Performance and Motivation
  • 11.5 Building an Organization for the Future
  • 11.6 Talent Development and Succession Planning
  • 12.1 An Introduction to Workplace Diversity
  • 12.2 Diversity and the Workforce
  • 12.3 Diversity and Its Impact on Companies
  • 12.4 Challenges of Diversity
  • 12.5 Key Diversity Theories
  • 12.6 Benefits and Challenges of Workplace Diversity
  • 12.7 Recommendations for Managing Diversity
  • 13.1 The Nature of Leadership
  • 13.2 The Leadership Process
  • 13.3 Leader Emergence
  • 13.4 The Trait Approach to Leadership
  • 13.5 Behavioral Approaches to Leadership
  • 13.6 Situational (Contingency) Approaches to Leadership
  • 13.7 Substitutes for and Neutralizers of Leadership
  • 13.8 Transformational, Visionary, and Charismatic Leadership
  • 13.9 Leadership Needs in the 21st Century
  • 14.1 Motivation: Direction and Intensity
  • 14.2 Content Theories of Motivation
  • 14.3 Process Theories of Motivation
  • 14.4 Recent Research on Motivation Theories
  • 15.1 Teamwork in the Workplace
  • 15.2 Team Development Over Time
  • 15.3 Things to Consider When Managing Teams
  • 15.4 Opportunities and Challenges to Team Building
  • 15.5 Team Diversity
  • 15.6 Multicultural Teams
  • 16.1 The Process of Managerial Communication
  • 16.2 Types of Communications in Organizations
  • 16.3 Factors Affecting Communications and the Roles of Managers
  • 16.4 Managerial Communication and Corporate Reputation
  • 16.5 The Major Channels of Management Communication Are Talking, Listening, Reading, and Writing
  • 17.1 Is Planning Important
  • 17.2 The Planning Process
  • 17.4 Goals or Outcome Statements
  • 17.5 Formal Organizational Planning in Practice
  • 17.6 Employees' Responses to Planning
  • 17.7 Management by Objectives: A Planning and Control Technique
  • 17.8 The Control- and Involvement-Oriented Approaches to Planning and Controlling
  • 18.1 MTI—Its Importance Now and In the Future
  • 18.2 Developing Technology and Innovation
  • 18.3 External Sources of Technology and Innovation
  • 18.4 Internal Sources of Technology and Innovation
  • 18.5 Management Entrepreneurship Skills for Technology and Innovation
  • 18.6 Skills Needed for MTI
  • 18.7 Managing Now for Future Technology and Innovation
  • Identify different types of plans and control systems employed by organizations.

From an activity perspective, organizations are relatively complex systems, as they are involved in numerous activities. Many of these activities require management’s attention from both a planning and controlling perspective. Managers therefore create different types of plans to guide operations and to monitor and control organizational activities. In this section, we introduce several commonly used plans. The major categories are hierarchical, frequency-of-use (repetitiveness), time-frame, organizational scope, and contingency. Table 17.1 provides a closer look at many types of plans that fall in each of these categories.

Hierarchical Plans

Organizations can be viewed as a three-layer cake, with its three levels of organizational needs. Each of the three levels—institutional, administrative, and technical core—is associated with a particular type of plan. As revealed in Table 17.1 , the three types of hierarchical plans are strategic, administrative, and operating (technical core). The three hierarchical plans are interdependent, as they support the fulfillment of the three organizational needs. In the organization’s hierarchy, the technical core plans day-to-day operations.

Strategic Plans

Strategic management is that part of the management process concerned with the overall integration of an organization’s internal divisions while simultaneously integrating the organization with its external environment. Strategic management formulates and implements tactics that try to match an organization as closely as possible to its task environment for the purpose of meeting its objectives.

Strategic plans address the organization’s institutional-level needs. Strategic plans outline a long-term vision for the organization. They specify the organization’s reason for being, its strategic objectives, and its operational strategies—the action statements that specify how the organization’s strategic goals are to be achieved.

Part of strategic planning involves creating the organization’s mission, a statement that specifies an organization’s reason for being and answers the question “What business(es) should we undertake?” The mission and the strategic plan are major guiding documents for activities that the organization pursues. Strategic plans have several defining characteristics: They are long-term and position an organization within its task environment; they are pervasive and cover many organizational activities; they integrate, guide, and control activities for the immediate and the long term; and they establish boundaries for managerial decision-making.

Operating plans provide direction and action statements for activities in the organization’s technical core. Administrative plans work to integrate institutional-level plans with the operating plans and tie together all of the plans created for the organization’s technical core.

Frequency-of-Use Plans

Another category of plans is frequency-of-use plans. Some plans are used repeatedly; others are used for a single purpose. Standing plans , such as rules, policies, and procedures, are designed to cover issues that managers face repeatedly. For example, managers may be concerned about tardiness, a problem that may occur often in the entire work force. These managers might decide to develop a standing policy to be implemented automatically each time an employee is late for work. The procedure invoked under such a standing plan is called a standard operating procedure (SOP).

Single-use plans are developed for unique situations or problems and are usually replaced after one use. Managers generally use three types of single-use plans: programs, projects, and budgets. See Table 17.1 for a brief description of standing and single-use plans.

Time-Frame Plans

The organization’s need to address the future is captured by its time-frame plans. This need to address the future through planning is reflected in short-, medium-, and long-range plans. Given the uniqueness of industries and the different time orientations of societies—study Hofstede’s differentiation of cultures around the world in terms of their orientation toward the future—the times captured by short, medium, and long range vary tremendously across organizations of the world. Konosuke Matsushita’s 250-year plan, which he developed for the company that bears his name, is not exactly typical of the long-range plans of U.S. companies!

Short-, medium-, and long-range plans differ in more ways than the time they cover. Typically, the further a plan projects into the future, the more uncertainty planners encounter. As a consequence, long-range plans are usually less specific than shorter-range plans. Also, long-range plans are usually less formal, less detailed, and more flexible than short-range plans in order to accommodate such uncertainty. Long-range plans also tend to be more directional in nature.

Organizational Scope Plans

Plans vary in scope. Some plans focus on an entire organization. For example, the president of the University of Minnesota advanced a plan to make the university one of the top five educational institutions in the United States. This strategic plan focuses on the entire institution. Other plans are narrower in scope and concentrate on a subset of organizational activities or operating units, such as the food services unit of the university. For further insight into organizational scope plans, see Table 17.1 .

Contingency Plans

Organizations often engage in contingency planning (also referred to as scenario or “what if” planning). You will recall that the planning process is based on certain premises about what is likely to happen in an organization’s environment. Contingency plans are created to deal with what might happen if these assumptions turn out to be wrong. Contingency planning is thus the development of alternative courses of action to be implemented if events disrupt a planned course of action. A contingency plan allows management to act immediately if an unplanned occurrence, such as a strike, boycott, natural disaster, or major economic shift, renders existing plans inoperable or inappropriate. For example, airlines develop contingency plans to deal with terrorism and air tragedies. Most contingency plans are never implemented, but when needed, they are of crucial importance.

Concept Check

  • Define and describe the different types of plans defined in Table 17.1 and how organizations use them.

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Access for free at https://openstax.org/books/principles-management/pages/1-introduction
  • Authors: David S. Bright, Anastasia H. Cortes
  • Publisher/website: OpenStax
  • Book title: Principles of Management
  • Publication date: Mar 20, 2019
  • Location: Houston, Texas
  • Book URL: https://openstax.org/books/principles-management/pages/1-introduction
  • Section URL: https://openstax.org/books/principles-management/pages/17-3-types-of-plans

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Business Operations: What They Are (and How To Improve Them)

Saphia Lanier

Published: October 22, 2023

The success of your business relies on the processes you put into place. Ignore this for too long, and you’ll run into issues with properly training workers and quality assurance. 

Business operations: two boxes move through a conveyor belt.

When workers lack proper procedures to follow and tools to implement them, it trickles down to your bottom line. It hurts the customer experience and profitability. Plus, it makes working in your company less desirable (hello, high turnover rates). 

How do you prevent this from happening in your company?

The answer lies in building business operations at every level so your company is efficient, scalable, and effective.

Table of contents:

What are business operations?

  • Importance of business operations

Types of business operations

How to improve business operations, business operations examples.

Business operations refer to all the activities and procedures a company undertakes to create and deliver its products or services. This includes all the routine tasks and functions essential for the efficient running of a business, such as managing the supply chain, production, customer service, and administrative duties.

Importance of business operations 

Maintaining fluid business operations is vital to achieving the company’s goals. Here’s a look at some of the ways they improve your business and help it succeed:

  • Efficiency: Effective business operations ensure that tasks and processes are carried out efficiently, minimizing waste of time, resources, and effort. This leads to cost savings and increased productivity.
  • Customer satisfaction: Smooth business operations enable businesses to provide timely and high-quality products or services to customers. This enhances customer satisfaction, loyalty, and retention.
  • Cost control: Well-managed operations help identify and eliminate unnecessary expenses, reduce overhead costs, and optimize resource allocation. This leads to improved profitability and financial stability.
  • Competitive advantage: Streamlined operations give businesses a competitive edge by enabling them to deliver products or services faster, at a lower cost, or with better quality than their competitors. This helps attract and retain customers in a crowded market.
  • Scalability and growth: Efficient operations lay the foundation for business scalability and growth. By optimizing processes, businesses can handle increased demand, expand into new markets, and seize growth opportunities.
  • Risk management: Effective operational processes include risk management strategies to identify and mitigate potential risks and uncertainties. This helps businesses minimize disruptions and maintain continuity in the face of challenges.
  • Employee engagement and satisfaction: Well-organized operations create an environment conducive to work by establishing clear processes, roles, and responsibilities. Employees understand their tasks and expectations, reducing confusion and increasing efficiency.
  • Compliance and legal requirements: Sound business operations ensure compliance with legal and regulatory requirements, reducing the risk of penalties, lawsuits, and reputational damage.

The business you run will determine the type of operations you implement. Below are listed some of the typical operations you’ll find in many companies. 

Production operations

Production operations involve the creation and delivery of products or services. By optimizing production processes, businesses can reduce waste, improve quality, and enhance overall efficiency.

For instance, a manufacturing company may implement lean manufacturing techniques to streamline its production line, reducing lead times and improving customer satisfaction.

Here are some tips for improving production operations:

  • Conduct a thorough analysis of your production processes to identify bottlenecks and areas for improvement.
  • Implement lean manufacturing principles to eliminate waste and streamline workflows.
  • Embrace automation and technology solutions to increase productivity and reduce human error.
  • Regularly monitor key performance indicators (KPIs) such as production cycle time and defect rate to track progress and identify areas for further optimization.

Marketing and sales operations

Marketing and sales operations are responsible for attracting customers, generating leads, and closing deals. Aligning these operations is crucial for driving revenue growth.

For instance, you can connect the data gathered from sales for marketing teams to use to attract customers better.

Consider the following strategies to improve marketing and sales operations:

  • Develop a comprehensive marketing plan that aligns with your target audience and business goals.
  • Leverage customer relationship management (CRM) systems to track leads, manage customer interactions, and improve sales forecasting.
  • Use data analytics to gain insights into customer behavior and preferences, enabling targeted marketing campaigns.
  • Foster collaboration and communication between marketing and sales teams to ensure a seamless customer journey.

Financial operations

Financial operations involve managing the financial aspects of your business, including budgeting, accounting, and financial reporting. Streamlining financial operations is crucial for maintaining economic stability and making informed business decisions.

For instance, a company may implement automated accounting software to streamline its financial operations, reducing the time and effort required for manual bookkeeping.

Here are some tips for optimizing your financial operations:

  • Implement cloud-based accounting software to automate bookkeeping processes and improve accuracy.
  • Develop a robust budgeting and forecasting system to track expenses and revenue projections.
  • Regularly review financial statements and key financial ratios to identify areas for cost reduction or revenue enhancement.
  • Establish strong internal controls to prevent fraud and ensure compliance with financial regulations.

Human resources operations

Human resources operations include managing employees, such as recruitment, training, and performance management. Improving human resources operations can lead to higher employee satisfaction and productivity. 

For instance, a company may implement an online employee management system to streamline its human resources operations, making it easier to track employee performance, provide training opportunities, and enhance communication between HR and employees.

Consider the following strategies to improve your HR operations:

  • Streamline the recruitment and onboarding process to attract top talent and reduce time-to-hire.
  • Provide ongoing training and development opportunities to enhance employee skills and knowledge.
  • Implement performance management systems to set clear goals, provide regular feedback, and recognize employee achievements.
  • Foster a positive company culture that promotes collaboration, communication, and work-life balance.

Supply chain operations

Supply chain operations involve the management of the flow of goods and services, from sourcing raw materials to delivering the final product to customers. Optimizing supply chain operations can lead to improved efficiency and customer satisfaction.

For instance, a company may implement a real-time inventory tracking system to streamline its supply chain operations, allowing it to accurately monitor stock levels, reduce stockouts, and improve order fulfillment speed.

Consider the following tips:

  • Develop strong relationships with suppliers to ensure timely delivery and quality control.
  • Implement inventory management systems to optimize inventory levels and reduce carrying costs.
  • Use data analytics to forecast demand and improve supply chain planning.
  • Embrace sustainable practices in the supply chain to reduce environmental impact and enhance brand reputation.

Implementing the necessary operations into your business is only the first step. Now you must keep your business operations efficient and effective. Sometimes, this requires making changes and updates to keep your processes moving smoothly without affecting profit margins. 

Here are several steps you can take to improve your business operations. 

Conduct a business operations audit

A business operations audit is a thorough assessment of your current processes, systems, and resources. It identifies areas of improvement and highlights potential bottlenecks or inefficiencies in your operations.

For example, a retail store may conduct a business operations audit to evaluate its inventory management, point-of-sale systems, and customer service processes.

Tips to implement the step properly:

  • Define the scope of the audit: Determine which areas of your operations you want to assess, such as supply chain management, production processes, or customer support.
  • Gather data and information: Collect relevant data, including financial records, customer feedback, and employee input, to gain a comprehensive understanding of your operations.
  • Analyze and identify areas for improvement: Evaluate the collected data to identify specific areas where operational efficiency can be enhanced or bottlenecks can be eliminated.
  • Develop an action plan: Based on the audit findings, create a detailed plan outlining the necessary changes, timelines, and responsible individuals or teams.

Streamline processes and workflows

Streamlining processes and workflows involves identifying and eliminating inefficiencies in your business operations. By optimizing how tasks and information flow within your organization, you can improve performance, reduce costs, and enhance overall productivity.

For example, a manufacturing company may streamline its production process to reduce lead times and increase output. By analyzing the current workflow, it identifies bottlenecks and unnecessary steps slowing down production. 

Tips for identifying and eliminating inefficiencies in processes:

  • Map out your processes: Visualize how tasks and information flow within your organization to identify potential bottlenecks or unnecessary steps.
  • Involve employees: Seek input from your employees who are directly involved in the processes. They often have valuable insights and suggestions for improvement.
  • Standardize procedures: Establish clear guidelines and standard operating procedures (SOPs) to ensure consistency and efficiency in executing tasks.
  • Leverage automation and technology: Implement software or tools that automate repetitive tasks, streamline communication, and improve collaboration, such as customer relationship management software (CRM), inventory management systems, and project management tools.

Track performance metrics and key performance indicators (KPIs)

Performance metrics and KPIs provide quantifiable measures of the success of your business operations. They help you evaluate performance, identify areas for improvement, and make data-driven decisions.

Examples of relevant metrics and KPIs for different business operations include revenue growth, conversion rate, average order value, average response time, customer satisfaction score (CSAT), first-call resolution rate, defect rate, and production cycle time. 

Tips for setting and tracking performance goals using metrics and KPIs:

  • Align metrics with business objectives: Choose metrics directly contributing to your overall goals.
  • Set specific and measurable targets: Clearly define what success looks like and set achievable targets.
  • Regularly review and analyze data: Monitor performance metrics regularly to identify trends, patterns, and areas for improvement.
  • Communicate results and provide feedback: Share performance data with employees, recognize achievements, and provide constructive feedback to drive continuous improvement.

There’s no one way to build your business operations. There are various methods, technologies, and strategies you can use to enhance your processes.

Here are several examples of how companies across industries can design and improve its operations:

  • Production operations: A manufacturing company implementing a just-in-time inventory system to reduce inventory holding costs and improve overall production efficiency.
  • Marketing and sales operations: A software company implements a lead scoring system, enabling the sales team to prioritize leads based on their likelihood to convert, increasing conversion rates.
  • Financial operations: A retail store implemented an inventory management system that integrates with its accounting software, enabling real-time tracking of inventory costs and reducing discrepancies.
  • HR operations: A hospitality company implements a comprehensive employee training and development program, resulting in increased employee skills, improved customer service, and reduced turnover rates.
  • Supply chain operations: A clothing manufacturer implements a just-in-time inventory system, allowing them to receive raw materials and produce garments based on customer demand, resulting in reduced inventory holding costs, improved production efficiency, and faster order fulfillment.

How you decide to build and innovate your business processes is entirely up to you. However, the reasons behind your methods should remain the same: to improve efficiency, employee engagement, and customer satisfaction. Get these right, and your operations will help your business thrive.

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  • 11 Best Administrative Skills...

11 Best Administrative Skills for Your Resume (With Examples)

11 min read · Updated on February 15, 2024

Ronda Suder

Discover the top administrative skills to make your resume stand out

Having strong administrative skills means you're able to plan events and projects, manage time, and keep things organized and running like a well-oiled machine. It also means you come to the table with the ability to communicate and engage with the customers, clients, and stakeholders of a company. 

Though administrative skills are necessary for jobs like Administrative Assistants, Receptionists, and Office Managers, they also add value to virtually any position across the various industries you might find yourself employed in. Since they're highly valued by employers, it benefits you to ensure you highlight sought-after administrative skills on your resume. 

In this post, we cover:

What administrative skills are

Why administrative skills on resumes are important

Some of the most in-demand administrative skills for resumes

How to highlight administrative skills on resumes

Where to include administrative skills on resumes

Administrative skills defined

Administrative skills are a series of qualities that, when combined, allow you to help manage a business or department or run an office. They include both hard skills, like knowing how to use a specific software application, and soft skills, like communication and problem solving. Examples of essential administrative tasks might include communicating with employees, filing, running reports, calendar management, and answering client questions. 

Why administrative skills are important to employers

People with strong administrative skills tend to be reliable self-starters with the ability to organize and manage time well. With a diverse skill set, they're valued by employers because they help organizations to maintain productivity and keep things running smoothly - they're a cornerstone of a company's success.  Any successful business will not only have administrative staff with strong administrative skills on their resume, but will also have other employees throughout the organization that apply these types of skills in their various jobs.

Administrative skills are also some of the most transferable skills between industries and job types. Administrative skills required for a role in the marketing sector would be applicable and transferable to the energy sector, for example. 

What are some of the most in-demand administrative skills for resumes?

When it comes to administrative skills on resumes, there are many that can make you stand out to hiring teams. Here are 11 of the top administrative skills to consider for your resume, and why they're important. 

1. Communication

Communication - both verbal and written - is a daily requirement for virtually any position. Those in administrative positions often need to communicate in different forms with a variety of people, both internal and external to the business, from employees and executives to clients and contractors. 

2. Microsoft 365

We're all familiar with certain Microsoft 365 applications, like Microsoft Word and Outlook. However, those with solid technical administrative skills on their resume tend to be knowledgeable in how to use all applications in the suite, including Excel, PowerPoint, and OneDrive. 

3. Organization

With the many plates employees often have spinning all at once, it's vital they hone in on the administrative skill of organization. In fact, it's one of the most important administrative skills to ensure things run smoothly within a team, department, or business. When you're organized, you tend to have good time management and planning skills as well, which are also sought-after administrative skills on resumes. 

4. Problem solving

We're constantly solving problems every day, including at work. A good problem solver identifies the problem, proposes solutions, chooses the best solution, and implements the it. Strong problem solvers support business continuity, innovation, and inspiration, making it a highly valuable administrative skill on resumes.  

5. Scheduling

Though essentially all employees have to maintain their schedules, administrative positions, in particular, often have the daunting task of keeping up with several schedules at once. In addition to calendar management, Administrators often have to coordinate and schedule meetings, travel arrangements, and events for the teams or individuals they support, making scheduling a vital technical skill to have.  

6. Flexibility

Change is the only constant, as they say, which requires flexibility. Employees need to be flexible to successfully adapt to changing priorities, demands, and requests. Without flexibility, work can be more stressful and productivity can take a hit.  

7. Working well under stress

Tight deadlines, quick turnaround times, multiple requests, several projects all at once, and day-to-day tasks can feel like a lot for any employee. Being able to work well under stress is necessary to stay on top of things without becoming overwhelmed, which can slow things down. When you work well under stress, you also tend to be good at multitasking, another valuable administrative skill. 

8. Customer service

For positions that are customer and client facing, strong interpersonal and customer service skills are necessary administrative skills. This is especially true for service and support-oriented positions. 

9. Teamwork

Though administrative professionals tend to be on point to keep things operating as needed, they do so as part of a team. The same goes for individual contributors who, while being responsible for their own tasks and activities, contribute to the department and generally work as part of a team to accomplish department and organizational goals and objectives. 

10. Detail orientation

When you're managing calendars, sharing business information, planning events, or drafting presentations, you must pay attention to the details to ensure accuracy and efficiency. Mistakes in these areas can be costly - if not in terms of dollars, in terms of added stress and lost time. As such, employers want to know they can trust you to adequately cross all the t's and dot all the i's when they hire you to do a job, making attention to detail an in-demand administrative skill.    

11. Event coordination

Administrative professionals, in particular, are often responsible for planning events of varying sizes. Coordinating company events, holiday parties, staff meetings, and more can all fall under the administrative umbrella. What's great about highlighting event coordination skills is that you're showing several other administrative skills at the same time, including organization, communication, multitasking, collaboration, and problem-solving.

Additional administrative skills for resumes 

The above list is just a launching point to help you get started with your own list of administrative skills to include on your resume. Below are some additional hard and soft skills often found on administrative resumes to provide even more inspiration.

Administrative hard skills for resumes

Office equipment use

Database management

Videoconferencing

Expense reporting

Google Docs

File management

Administrative soft skills for resumes

Decision-making

Interpersonal skills

Prioritization

Active listening

Critical thinking

Open-mindedness

How to highlight administrative skills on your resume

Make a list of your administrative-related skills and accomplishments. Using this post as inspiration, sit down and thoughtfully list all of the administrative skills you possess. From there, make a list of all of the administrative duties and responsibilities you've held, as well as any work accomplishments related to administrative skills you've applied or positions you've held. 

Refer to the job description. Review the job description you're interested in and highlight any administrative skills and experience required. Then, compare that to the list you created based on your work history. Be sure your resume includes the administrative skills and experience you have that align with the job description. This is a great way to incorporate keywords into your resume to pass an employer's applicant tracking system , or ATS, and grab the attention of hiring managers.

Showcase soft and hard (technical) skills throughout your resume. For maximum benefit, highlight both hard and soft administrative skills throughout your resume. Hard skills are measurable and learned skills, whereas soft skills are intangible and difficult to measure, though vital for job success. We discuss where and how to include hard and soft skills in the next section. 

Highlight soft skills through on-the-job accomplishments and achievements. Unlike with technical skills, you don't want to merely list soft skills on your resume. Instead, you want to show off your soft skills through the achievements you choose to highlight. For example, consider the following:

Oversaw and coordinated a 5-hour corporate event for 1,000 employees, showcasing the executive team and highlighting employee achievements and milestones for 2023

This achievement highlights organization, time management, attention to detail, critical thinking, and creativity administrative soft skills, to name a few. 

Where to highlight administrative skills on your resume

Now that you know how to come up with administrative skills to include on a resume, where can you incorporate them? Any of the following are excellent options:

Resume Summary

Skills or core competencies section.

Experience section

Certifications section

Additional sections.

Your resume summary , that sits just below your contact information, is where you can pack a punch to entice resume readers to keep reading. Here are a couple of examples of how to include administrative skills in your resume summary:

Administrative professional example

Administrator with over 5 years of experience working with C-suite executives to navigate organizational challenges and provide solutions to maintain business continuity and operations. Managed up to 15 calendars at one time using effective scheduling, time management, and organizational skills. 

What are some of the administrative skills this summary speaks to? How about:

Communication

Organization

Problem solving

Time management

Stress management

Multitasking

Non-administrative individual contributor example

Focused engineering professional with 10 years of experience in the oil & gas sector. Leverages solid problem-solving skills to address concerns in high-stakes environments, with the flexibility required to adjust priorities and maintain productivity. Organized and led a $2M pipeline construction project to upgrade pipeline requirements, meeting current industry standards. 

Some of the administrative skills that this summary highlights include:

Prioritizing

Flexibility

Attention to detail

It can be beneficial to include a Core Competencies section just below your resume summary to showcase your technical skills, as well pertinent soft skills. For example:

Core Competencies

Customer Service | Microsoft 365 | Quickbooks | Research | Scheduling   |   Enterprise Resource Planning (ERP) | Oracle Applicant Tracking System | Certified Administrative Professional (CAP) | Event Coordination

Alternatively, the hard skills listed could all also go under a Technical Skills section near the end of your resume:

Technical Skills

Enterprise Resource Planning (ERP)   |   Microsoft 365   |   Quickbooks   |   Research   |   ATS Proficiency   |   Event Coordination   |   Scheduling

Avoid being repetitive and listing the same skills in both a Core Competencies and Skills section - only choose one of the two if you don't have different skills to include in each list.

Work Experience section

Another section to highlight your stellar administrative skills is in the Work Experience section. Here's an example that showcases focus, stress management, communication, filing, organization, switchboard management, time management, and more, all in just three bullet points!

Receptionist

ABC Company, Houston, TX

July 2021 - Present

Managed switchboard for three office buildings housing over 750 employees

Answered client questions regarding products and services, handling a high call volume of 40 to 50 calls per day

Spearheaded development of a new filing system for improved organization of client cases related to issues and concerns

If you hold any administrative-related certifications, you can choose to include them in a Certifications section on your resume. Relevant certifications not only showcase acquired administrative skills and knowledge, but also indicate your dedication to professional development. 

Examples of in-demand administrative certifications are:

Microsoft 365

Certified Administrative Professional (CAP)

Administrative Assistant Certification (CAA)

Microsoft Office Specialist Certification (MOS)

Certified Associate in Project Management (CAPM)

Professional Administrative Certification of Excellence (PACE)

Finally, some might choose to highlight administrative skills on their resume by including additional sections, such as:

Volunteer Work

Hobbies & Interests

Extracurricular Activities

Special Projects

Including additional sections on a resume can benefit those who have gaps in administrative work experience, skills, or education.

Top tip: why not check out our Office Administrative Assistant resume example ?

Administrative skills = valuable assets for any resume

Whether you're applying for an administrative position or any other type of position, administrative skills on resumes add value and tend to stand out to hiring managers. Now, you're equipped with some of the most in-demand administrative skills to include on your resume, as well as advice on how and where to incorporate them. With these tips, you'll be landing those interviews in no time! 

Are you representing administrative skills on your resume appropriately? Why not submit it for a free resume review to find out?

Recommended reading:

How to Use a Reverse Chronological Resume Format

How to Check if My Resume is ATS-Friendly for Free

How to Show Promotions on a Resume (with Examples)

Related Articles:

How to Write a Cover Letter (With Example)

Do Hiring Managers Actually Read Cover Letters?

How to Create a Resume With No Education

See how your resume stacks up.

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U.s. department of commerce releases 2023 update to equity action plan, outlines new commitments to advance equity, office of public affairs.

Today the U.S. Department of Commerce released the 2023 update to its Equity Action Plan , in coordination with the Biden-Harris Administration’s whole-of-government equity agenda. This Equity Action Plan is part of the Department’s efforts to implement the President’s Executive Order on “ Further Advancing Racial Equity and Support for Underserved Communities Through The Federal Government ,” which reaffirmed the Administration’s commitment to deliver equity and build an America in which all can participate, prosper, and reach their full potential.

“Homogeneity is the enemy of innovation. If we are to out-build, out-innovate, and out-compete the rest of the world, we need to ensure we’re harnessing and empowering Americans across the country by utilizing our greatest strength - diversity,” said Secretary of Commerce Gina Raimondo. “That’s why the Biden-Harris Administration’s commitment to equity is so important and why I’m proud to see that reflected in this updated action plan. We fail to meet our full potential as a nation unless we harness the talents and strengths of all parts of the country, including those who have too often been left behind.”

Deputy Secretary of Commerce Don Graves will participate in an event at the White House this morning to outline the updated Equity Action Plan, where he will be accompanied by Donna Ennis, Co-Director of the Georgia Artificial Intelligence in Manufacturing (Georgia AIM), who is a winner of the Build Back Better Regional Challenge (BBBRC). The presentation will highlight  workforce pipelines put in place to ensure all Americans, including people from underserved communities, can participate in the innovation economy.

“Thanks to President Biden’s continued and steadfast commitment to supporting underserved and underrepresented communities, this Administration has made historic progress to achieving equity centered initiatives,” said Deputy Commerce Secretary Don Graves. “Through investments in business grants and funding opportunities, the Secretary and I are proud of the Commerce Department’s efforts in promoting equitable and inclusive capitalism that will pave the path to America’s economic prosperity.”

In alignment with the Department of Commerce’s strategic goals , the Equity Action Plan includes real-life examples of how America’s economy and people are best served by filtering our work through a prism of equity. America’s diversity is its competitive advantage – but only if everyone has an opportunity to fulfill their potential and fully participate in our economy.

The equity strategies associated with each strategic goal will assist in designing programs that will address barriers to equity and meet the needs of all Americans, including underserved communities.

  • Equity Strategy 1: Mobilize our nation’s diversity to fuel innovation and sustain our global competitiveness across geographic regions so that all communities have equal access to opportunities.
  • Equity Strategy 2: Expand growth opportunities for businesses and entrepreneurs, including in underserved communities.
  • Equity Strategy 3: Promote equitable economic development and career pathways to good jobs.
  • Equity Strategy 4: Use targeted investments and program design to address the climate crisis through mitigation, adaptation, and resilience efforts to ensure environmental and economic resilience.
  • Equity Strategy 5: Expand opportunity and discovery through data to inform and evaluate actions that improve community outcomes.

Since the release of its first-ever Equity Action Plan in 2022, the Department of Commerce has:

  • Released $3 billion in American Rescue Plan dollars across 780 awards through six innovative economic development programs.
  • Reduced the cost of bringing high-speed internet to unserved and underserved communities, and increased the resilience of internet infrastructure.
  • Invested $100 million to support the needs of tribal governments and Indigenous communities across 51 awards in 25 states and the Northern Mariana Islands.

Learn more about the Administration’s equity work at whitehouse.gov/equity and check out all Federal Equity Action Plans at performance.gov/equity .

To follow stories and posts across agencies, follow the hashtags #GovEquity and #GovDelivers on social media.

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