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Operational Plan Template

Get your Operational Plan Template for Word or open it in ProjectManager, the best way to manage your projects online.

Once you have a strategic plan that defines your business strategy and sets up long-term goals, the next step is to achieve what you set out to do. Use our free operational plan template for Word to map out the steps you’ll take to get from where you are to where you want to be.

Or you can open an operational plan template in ProjectManager, where you can manage your plan with a Gantt chart, spreadsheet, task list, kanban board or calendar—all in an online collaborative space. Update your plan and invite your team, so you can work together in real time and track progress along the way. Get started for free and make a better operational plan.

What Is an Operational Plan Template?

An operational plan is short-term and can cover daily, weekly or monthly timeframes. It focuses on business operations, which are all the activities that are executed to deliver a product or service. The focus of the operational plan is to deliver on the strategic initiatives of a business. That’s why an operational plan is more detailed than a strategic plan; it details timelines, the scope of work and more.

The free operational plan template for Word is a tool to organize all the information you’ll need to meet the strategic goals of your business. It acts as a plan to outline the tasks, resources, budget and timeline, but also as a means of communicating the operational plan to the entire business to get buy-in from everyone involved. They have to understand deadlines, metrics for success and more.

Why Should You Use an Operational Plan Template?

Using our free operational plan template for Word provides your business with a single document that communicates the goals for everyone to understand. It helps identify parts of the business that need sharpening, can generate more revenue, are inefficient or can benefit from a partnership.

An operational plan is useful for any sized business, big or small, in that it connects teams across departments and focuses their activities on achieving the business’s strategic goals. Through the operational plan, the leadership team can detail tasks and outline what everyone in the business will be responsible for doing.

Not only does the operational plan set forth the work, but it defines the metrics that’ll measure the progress of that work to ensure that it stays on schedule. All of this works to boost productivity as there are assignments, deadlines and monitoring to keep everyone on track.

Who Should Use This Operational Plan Template?

Since the operational plan is designed to create daily tasks to achieve a business’ short-term goals, it’s a document that will touch many hands. The first is leadership, as they’re the ones tasked with developing the strategic plan that informs the operational plan.

Next, managers are often the ones assigned with the responsibility of creating the operational plan, though it’ll involve a good deal of back-and-forth with leadership to ensure it addresses everything that’s in the larger business strategy.

Finally, the operational plan filters down to the team or employees who are assigned the tasks that will deliver the goals that the business wants to achieve. As they do this work, though, managers will also be using the operational plan to monitor their progress and make sure they’re hitting the milestones which mean the work is moving forward as scheduled.

Breaking down the strategic goals into actionable steps is what makes an operational plan an effective tool for businesses. It must coordinate across different departments, often in different locations, and flow unobstructed through managerial levels. Doing this ensures that everyone is working toward the same objectives. Project management software is key to planning, managing and tracking an operational plan.

ProjectManager is award-winning project management software that can do much more than a static template. While our free operational plan template for Word sets up your operational plan, our software realizes it with robust Gantt charts that organize tasks, resources and costs on a timeline. You can link all four types of task dependencies to avoid costly delays and set a baseline to track your progress in real time against your planned effort. Get started with ProjectManager today for free.

What Does This Operational Plan Template for Word Include?

When you download our free operational plan template for Word, you get an outline of everything you’ll need to develop and execute that operational plan to achieve your strategic goals. You can add your company logo and customize the template however you want. If you need to add or subtract sections, it’s as easy as cutting and pasting.

On top of the operational plan template, you’ll find an informational box. This is where you can name the plan, who created it and the date that it was made. There’s also space to add contact information. Again, if there are additional administrative details you want to add, the template can be easily customized. After this, there’s the meat of the operational plan, which includes the following.

Executive Summary

You want to start the operational plan by summarizing it for stakeholders who are only going to want the broad strokes. In this brief section, touch on all the points that’ll follow and will be more fleshed out.

Operational Objectives

The objectives of your strategic plan are going to direct the objectives of the operational plan. The strategic initiative is more general and the operational plan must fill in the blanks to make it clear how you’ll get from where you are as a business to where you want to be. That operational goal, though, must align with the strategic one.

Tasks, Processes & Workflows

Now we’re getting into the nitty-gritty of the operational plan. This is where the tasks are determined and whatever resources are required to execute them . You’ll want to assign each task to a specific team or team member as well as what processes they’ll use and map out the workflows.

Operational Budget

Tasks and resources cost the most. This is where you’ll accurately forecast the financial side of the operational plan. You’ll want to again list your tasks and resources, but this time, add an estimated cost next to each task and the associated resources in order to figure out what the project will cost.

Operational Timeline

You’ve outlined what must be done, by who and with what, including how much it’ll cost. Now it’s time to develop a schedule . The project, by definition, has a start and end date. Each task also has a start and end date. To figure out the duration of the project, you’ll list all the tasks and add a start date, end date and duration for each one.

Hiring Plan

Depending on your organization, you might have internal teams who will execute the organizational plan or you might have to contract or hire others to fulfill the requirements of the plan. Here is where you’ll note that. If new hires are needed, detail what those hires will be.

Quality Assurance and Control

The operational plan might require that you comply with various regulations or codes. Even if there are no such things related to what you’re planning to do, you’ll still want to make sure that what you produce is meeting quality expectations. This requires having a quality assurance plan with controls to monitor and respond to issues.

Key Performance Indicators

In order to control the organizational plan as it moves into its execution, you’ll need to define key performance indicators (KPIs). These metrics will allow you to measure progress and performance to make sure you are hitting milestones, staying on schedule and meeting your budget .

Risks, Assumptions and Constraints

Every project has risks , assumptions and constraints. Here you’ll want to identify what they are and how you’ll deal with them. These all can impact the project, both negatively and positively. It’s important to have a plan in place to address them quickly to mitigate or take advantage of these things as they occur.

ProjectManager Helps With Operational Planning

In order to manage all these different parts of your organizational plan, you’ll need project management software. ProjectManager is award-winning software that helps you plan, manage and track your operational plan in real time. Our risk management, task management and resource management features help you keep the project on track and teams productive by managing time, resources and costs effectively.

Use Multiple Project Tracking Views

An operational plan is executed across departments in a business. These different parts of the organization are likely to use different tools, from development to marketing and sales. Our multiple project views mean that everyone gets to use the tool that works for them. Managers can plan on Gantt charts while others can execute the plan on kanban boards to visualize workflow (great for software developers) or task lists, calendars and more. Every project view is updated in real time so no matter which one you’re using the data on, it’s up to date and keeps everyone on the same page.

Monitor Costs, Time and Progress on Real-Time Dashboards

KPIs are essential to keeping the operational plan on track. Some of those metrics are costs, time and progress, which are all key to staying on schedule and within your budget. Our real-time dashboard automatically collects this data and displays it in easy-to-read graphs and charts that show those metrics in addition to workload and more. There’s no time-consuming or complicated setup needed as you’ll find with lightweight tools. Simply toggle over to the dashboard and it’ll give you a high-level view of your project.

Related Operations Management Content

ProjectManager is powerful project management software, but it’s also an online hub for all things related to project management. Of course, there are dozens of free project management templates to download, but there are also weekly blogs, guides and more. Below is just a sampling of what our site has to offer. We cherry-picked the operations management-related works but look around. There’s plenty more.

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

ProjectManager is online project management software that empowers teams to plan, manage and track operational plans in real time. Gantt charts map out your plan, including costs, resources and more. Use kanban boards, task lists and more to execute, and it’s easy to generate customizable reports to get more detail than dashboards can offer. Then share them to keep stakeholders updated. Get started with ProjectManager today for free. 

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Free Operational Plan Templates

By Andy Marker | July 11, 2022

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We’ve rounded up the most useful collection of free organizational plan templates to record and track the goals and resource needs of your business or organization. 

Included on this page, you’ll find a basic operational plan template , a nonprofit operational plan template , a three-year operational plan template , and a five-year operational plan template .

Basic Operational Plan Template

Download Basic Operational Plan Template Microsoft Excel | Microsoft Word  

Use this basic, customizable operational plan template to create a detailed roadmap for your organization. With this template, the path to reaching your goals will be clear to all stakeholders, and team members will know exactly what tasks need to be completed and when. 

Having efficient and clear processes in place is critical for reaching your organizational goals. Learn more in this guide to operational excellence principles .

Nonprofit Operational Plan Template

Download Nonprofit Operational Plan Template Microsoft Excel | Microsoft Word

Nonprofit organizations often have complex, long-term strategic goals. This operational plan template for nonprofits will help you develop a clear set of tasks and accountability measures to keep everyone apprised of next steps. Use this template to identify your goals, establish a clear plan, set and track your budgets, assign stakeholders, and implement reporting protocols. 

This guide to operations strategies will give you an overview of the steps necessary to develop a comprehensive plan for your organization.

Three-Year Operational Plan Template

Download Three-Year Operational Plan Template — Microsoft Excel  

Your operational plan might include long-term tasks and deliverables. Use this operational plan template to chart your organization’s needs over a three-year period. Enter specific goals, delivery dates, responsibilities, and necessary resources on this customizable template to track progress and ensure that you are on your way to reaching your strategic goals. 

Your business or organization might also benefit from an operational audit, which is a chance to conduct a deep dive into strategic planning and to increase accountability. See this comprehensive guide to operational audits to learn more and gain access to additional resources and templates.

Five-Year Operational Plan Template

Download Five-Year Operational Plan Template — Microsoft Excel  

Long-term planning is a key element of any organization. This five-year operational plan template gives you a detailed look at the steps and resources needed to reach your goals. Track deliverables, responsible parties, and resources in this customizable template. This template also helps team members visualize long-term needs and stay on top of their responsibilities and timelines. 

See this guide to operations management for more information, tips, tricks, and future trends in managing your organizational resources.

What Is an Operational Plan Template?

An operational plan template is a form that captures key details about a work plan. An operational plan includes specific actions and resources needed to reach certain milestones. It is more detailed and specific than a strategic or business plan.

Operational plans help project managers identify resource needs, maintain accountability, implement a reporting process, and maintain a budget.

Operational plan templates templates vary by type but typically include the following:

• Delivery Date: Enter target completion dates for each task in your plan.
• Evidence of Success: Write a short statement explaining how you will know when the goal has been achieved. 
• Executive Summary: Describe the plan in a short paragraph that specifies how it differs from or relates to other plans in your organization.
• Goals: Enter specific goals or milestones of your larger strategy or business plan.
• Responsible Parties: Include the names of the stakeholders who are responsible for each task.
• Resources Needed: Enter all resources necessary to complete each task, including on-hand resources and those you will need to procure.
• Risks: Note any risks you may encounter.
• Title: Enter the plan name or title.

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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10 Simple Operational Plan Templates in Word & ClickUp

ClickUp Contributor

April 24, 2023

Every business starts with an idea, but it takes disciplined execution to bring it to life. That’s why operational plans are indispensable—they require you to think about the steps and resources you need to make your vision come true. By writing down these processes, you create a roadmap for your organization and empower your teams to work together towards the same goal. 

There are lots of components that make up an operational plan—from your business objectives and market analysis to your operational strategy and budget. You need to add clear details, tasks, and assignments for your plan to be useful.

The good news is you don’t need to start from scratch. Use an operational plan template to outline and manage the day-to-day activities and processes of your business, ensuring that you have the capacity to complete tasks efficiently and on time. With the right tools in hand, like Word or ClickUp templates, businesses of any size can create effective operational plans tailored to their individual needs. 

In this article, we’ll explore 10 customizable and simple operational plan templates.

What is an Operational Plan Template?

What makes a good operational plan template, 1. clickup operational plan template, 2. clickup business plan template, 3. clickup business requirements template, 4. clickup business continuity plan template, 5. clickup business development plan template, 6. clickup business roadmap template, 7. clickup compliance project plan template, 8. clickup contingency plan template, 9. clickup action plan template, 10. microsoft word operational plan template.

An operational plan template is a document designed to help you turn your business strategy into action. It includes pre-designed pages, lists, and tables that you can fill in with details like:

• The day-to-day operations that need to be implemented to reach your business objectives
• What you need in terms of space, human resources, and equipment
• Roles, responsibilities, and scope of work
• Operational budget and financial limitations
• Project timelines
• Metrics and key performance indicators (KPIs) for success

Depending on the size and scope of your organization, operational plans can vary in complexity and length. That’s why you need to find a template that gives you flexibility in making it your own—and we’re here to help you do just that.

A good operational plan template is customizable to fit your specific needs. It offers you several ways to view, sort, and organize your data, and makes it easy for you to track responsibilities and progress. It provides visual cues and clear and concise instructions on how to fill out each section and page. 

The best operational plan templates offer an intuitive, user-friendly experience so that anyone using them for the first time can easily navigate them. Think of how people in your organization will use the plan: Will they want to see your progress at a glance? Do they need to see workload distribution among your team? Choose a template with features that support those needs. 

You also want your operational plan template to be able to scale with your organization as you grow. Choose a template that lets you adjust and update your plans without needing to start from scratch every time.

10 Operational Plan Templates

Whether you’re looking for an annual operational plan template or a simple project tracker , there are plenty of options available. Here we’ve rounded up 10 of the best templates in Word and ClickUp that you can use to create effective operational plans.

This simple operation plan template by ClickUp helps you strategically plan your business by outlining processes , clearly defining individual responsibilities, and tracking your progress toward your goals. It’s designed to help you monitor all the moving parts of setting up a business.

With this ClickUp operation plan template, you get a range of view options. Use the List view for maximum flexibility in grouping and sorting tasks, and arranging tasks by priority.

Switch to Board View to examine Plan Phases: planning, implementation, monitoring, and management. Use other views like Gantt, Timeline, and Workload to visualize dependencies, keep track of schedules, and spread out work across your team. 

Do more with this template using custom fields. These fields let you assign responsibilities to a team, add information and resources to a task, and update a project’s progress.

The ClickUp Business Plan Template is an excellent tool to help entrepreneurs move from ideation to launch. Start documenting your business strategy by going through the topics provided in the Topics List View. Add notes, files, and tasks to sections on your company background, market analysis, sales and marketing strategy, operational strategy, and milestones.

Each section has pre-filled tasks with short descriptions to help you flesh out the details of your business plan. For example, under the Company Background section, you have four “tasks” to fill out—The Team, Overview, Mission, and Vision.

Launching a business gets hectic pretty quickly, so use the Board and Timeline views to keep track of tasks and deadlines. And when you’re ready to zoom out and see what you’ve written, head over to the Business Plan Doc view, which presents the outputs of each section and task in one clean, professional document.

The ClickUp Business Requirements Template outlines the necessary steps and resources for an end solution to fulfill your business needs. For example, if you’re looking for an agency to help you build an app, you’d use a Business Requirements Document (BRD) to explain what you need, why you need it, and how the agency can help you. This helps you get buy-in from your company’s decision-makers, determine the project’s scope, and get all parties aligned on timelines, budgets, goals, and expectations.

This useful business requirements template starts with a list of subpages, and each one comes with brief instructions for filling it out. For example, the Project Objectives subpage comes with a note asking you to include the project’s purpose, current processes, challenges, and reasons for the undertaking.

It recommends using the SMART goals format (specific, measurable, attainable, realistic, and time-bound). Other subpages also come with tables that you can easily fill out.

When the unexpected happens, don’t be caught without a plan. The ClickUp Business Continuity Plan Template helps you plan how to manage risks in the event of a disruption to your business operations. This includes mapping out the steps you need to take in the event of a natural disaster, power outage, cyber attack, or other unforeseen (and unfortunate) events.

This template covers the core parts of a business continuity system—priorities, continuity coverage, and guiding principles. Dive into the details of your plan with a Priorities List view, a consolidated List view, and a Board view. Quickly spot tasks across different categories and progress stages with the use of distinct color coding.

With this template’s intuitive and minimalist design, you can focus on the crucial steps and resources to keep your business sailing through a storm (literal or figurative!).

Track your short-term and long-term business goals with this ClickUp Business Development Plan Template for beginners. The template dedicates one subpage each for operations, marketing, finance, and people, as well as an executive summary.

Each subpage gives you a structure to guide you in writing down your plans. For example, the Operations subpage comes with tables for facilities and equipment costs and also shares an example of a process map. The Financial Plan subpage gives you a template for projecting cash flow, forecasting your balance sheet, and running a break-even analysis.

Make this template your own, whether you’re planning for a short-term or long-term business development goal.

Avoid falling prey to fuzzy strategy syndrome by documenting your business roadmap . Use this ClickUp Business Roadmap Template to record your strategy, focus on your North Star, and say “no” to tactics that don’t align with your vision .

The ClickUp Business Roadmap Template helps you create a high-level strategic document that communicates your goal and how you plan to get there. It sets expectations for every team in your business and maps out project initiatives to strategic goals. Your team can collaborate on projects in List, Gantt, and Timeline views, helping to streamline communication and collaboration. 

When you’re ready to dive into the details of your roadmap, use this template’s custom fields to add long text descriptions and upload files. And whenever you complete a subtask, checklist, or comment, the template automatically updates a progress bar, showing you how close you’re getting to reaching your goal.

Complying with legal and industry rules and standards involves keeping track of a lot of documents and tasks. This ClickUp Compliance Project Plan Template ensures nothing slips through the cracks as you work on your compliance project.

The template is organized into sections for regulatory, HR, and data compliance. Start by using forms for collecting information on various compliance requirements. You can use the form’s preset questions and add or delete items as you need. The answers will show up in the List view, where you can group, sort, explain, and assign each requirement. Track priorities, task statuses, point persons, and due dates in Board view as your compliance project progresses.

To provide more context to each requirement, use custom fields to fill in details like performance metrics and consequences of non-compliance. The template also has dropdown fields with pre-filled options—for example, fields for compliance threat category and degree of compliance.

No project goes off exactly as you imagine—even when you follow your plan to the letter. An employee goes on emergency leave, your website crashes and the WiFi stops working. For times like these, you need a plan B. And you can create it using the ClickUp Contingency Plan Template .

The ClickUp Contingency Plan Template offers three views that let you list down events, prioritize them based on risk level, and track progress across planning stages. When you add a task, the template automatically creates custom fields, such as the event’s risk level, likelihood, and potential impact on your organization. There are also fields for you to describe the preparations you’ve made to mitigate risk internally and provide details about your response plan.

Bonus: Contingency planning templates !

The ClickUp Action Plan Template is a colorful whiteboard template for reviewing an action plan daily, weekly, monthly, and quarterly. You can add files from within ClickUp or from your device, or import them from G Suite or Figma. You can also embed YouTube videos and ClickUp tasks, making this template interactive, collaborative, and anything but boring!

This media-rich template gives you the space and flexibility you need for creating action plans that come with lots of contextual information. Zoom out for a bird’s eye view of your progress or zoom in to break down action plans into small steps. You can also use this Action Plan Template to assign tasks, track progress, set deadlines, and add notes. 

Create a professional document with a Microsoft Word Operational Plan Template, such as this business plan template that gives you step-by-step instructions for creating a comprehensive plan. It comes with formatted text and simple layouts so you can focus on the content more than the presentation. 

If you want more creative control, though, this template is completely customizable. Plus, it lets you add animations and transitions, as well as photos, videos, and graphics. Once you’re done, you can share and publish the doc with a few quick clicks.

Streamline Your Operational Planning Process

Boost your chances of reaching your business goals by creating an effective operational plan. With the right tools and templates, you can easily create a tailored document that helps you track your operational planning process and projects. 

We hope our list of 10 simple operational plan templates has helped you find the perfect template for your needs!

Try them out by setting up a free ClickUp Workspace !

Questions? Comments? Visit our Help Center for support.

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Operational Plan Template

Create operational plans on bit to ensure your company achieves its goals and mission., what is operational plan documentation.

Operational plans are created across an organization, focusing on what the company needs to meet its goals. In order for companies to grow it's important to understand the core KPIs and the company objectives. Hiring is an important part of this analysis to understand what departments need to grow on a monthly/quarterly basis to meet their goals. Operational plans also help analyze the risks involved in the business operations with a plan of how to address those issues.

Why is Operational Plan Documentation Important?

An operational plan is an important document to keep all key stakeholders, management and board members on the same page. It's important for everyone to be aligned with the company's mission, goals, risks, hiring needs, financial projections, KPIs, etc. By having all members of leadership understanding the larger goals it'll help as every department focuses on their contribution to the larger vision.

What You Should Include in an Operational Plan

Company Name

Executive Summary: Describe the overall plan in a few sentences.

Strategic Context: Describe the company mission, vision, reasons this plan is important. Have there been changes in the competitive landscape? Have you raised a round of capital?

Company Objectives: What is the company trying to accomplish over the next year? What are the major goals & milestones that support the need for this operational plan.

Key Performance Indicators: Provide proof of the importance of the operational plan by sharing key number that support the ideas in this document.

Financial Summary: Give an overview of the financial breakdown and projects during the course of this plan. Ensure there is enough capital to execute upon this plan.

Hiring Plan: How many team members will be hired across different departments on a monthly/quarterly basis.

Key Assumptions & Risks: It's important to share what the risks to the business are and what could go wrong. Also address how the company could work towards mitigating those risks.

Goals: What KPIs will be improved as a result of this operational plan

Next Steps: Share what the next steps are. If there are approval processes needed, updates and reporting time frames, etc.

Key benefits of Making Your Operational Plan on Bit.ai

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

• Collaborate in real-time
• Interlink operational plan documents and other documents
• Create fully responsive documents
• Create private operational plans only visible to yourself or your team
• Track engagement on shared operational plans with consultants, partners, etc.

How to Make Your Operational Plan Interactive

Recommended power links and files you can add to your Bit operational plan template:

• Google Sheets, OneDrive Excel, Airtable
• Social Media posts
• YouTube, Vimeo
• Draw.io, LucidCharts
• Sketchfab, Figma, Marvel
• PDFs, PowerPoint in Google Drive/OneDrive

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Operational Plan Template

Collect your online responses with Jotform and turn them into professional, elegant PDFs automatically.

This operational plan sample is structured with important details for your organization. It comes ready to print, but since most organizational details and structures are different, you can simply edit the fields by putting your own organization information. Also, using the Jotform PDF editor template, you can quickly add and delete fields, choose your own color options, etc. Finally, you can share your draft with your team members via email.

More templates like this

Strategic Plan Template

Focus on the future and keep your company moving forward with Jotform’s Strategic Plan Template. Simply fill in the attached form with your company overview, delve deeper with a SWOT analysis, and finish off by determining your strategic goals, actions, and financial plans. Our fully-customizable template converts submitted information into polished PDFs, which you can download, print, or share instantly.You don’t need a degree in design to build a professional strategic plan. Change fonts, update colors, and add your company’s logo in an instant — with Jotform’s drag-and-drop PDF Editor, customization is a breeze! Establish goals, set your priorities, and draw up solid action plans as polished PDFs with our Strategic Plan Template. By clearly defining your goals and the steps you’ll take to achieve them, you can keep your company on track and grow your business faster.

Single Page Business Plan

A single page business plan is just as it sounds: a summary of business objectives displayed on a single page. Single page business plans are typically used to pitch ideas before writing longer, more detailed business plans for potential investors and partners. Instead of starting from scratch, use our free Single Page Business Plan PDF Template to outline company goals in a professional, accessible PDF document. Once you’ve filled out a simple form with details regarding your company’s overview, objectives, challenges, and strategies, this Single Page Business Plan Template will automatically convert that information into a professional PDF that can be read at a glance. With your single page business plan saved as a PDF, you can easily download it for your records, email the file to coworkers, or print out copies for company meetings.This Single Page Business Plan Template already has a stunning design, but you can quickly customize it to meet your business needs with our drag-and-drop PDF Editor. Easily add fields for additional information such as milestones, market or competitive analysis, and financial summary. Don’t forget to represent your business by adding your logo and changing the fonts and colors to match your branding. No matter what modifications you make, your custom Single Page Business Plan Template will create an impressive, brief breakdown of business objectives to help steer your company in the right direction.

Marketing Brief Template

A marketing brief can make or break your campaign. But writing a brief for every new campaign eats up time you simply can’t afford to lose. With this free Marketing Brief Template, you can quickly and easily draft marketing briefs without ever having to start from scratch. Simply fill out this simple online form with client information and project details such as objectives, budget, and materials, and the template automatically creates overviews as PDFs — easy to download, print, and share with the rest of the marketing team. Since each marketing campaign is unique, why not make your marketing brief unique as well? Luckily for you, customizing your Marketing Brief Template is a breeze with our drag-and-drop PDF Editor. You’ll be able to change the text or any graphic element in just a few clicks. Feel free to get creative — change the fonts and colors, upload your own background image, or add your company logo for a professional touch. Each time you submit details about your new marketing campaign, your custom Marketing Brief Template will display those plans in easily-accessible PDFs. With PDF marketing briefs in hand, your marketing team can get right to work promoting your products and building your brand.

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.

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Business Plan Templates

Plans, strategies, roadmaps – Businesses rely on these things to gain perspective on what’s about to happen. Milestones laid down in strategic and careful planning for growth and expansion, visions of where the company’s headed 10 years from now, goals that should meet timelines, all these require a smart, prudent and calculated planning.

Whether you’re a startup, an SMB, or close to a Fortune 500, a solid business plan is crucial. And of course, writing business plans is a huge task. But, what if you needed something that requires input from others though? Say, an online form or a PDF template where responses from your colleagues and managers matter? Well, here’s a collection of PDF templates for business planning.

These are beautifully designed templates, specifically tailored for businesses and companies who don’t know where to start. The hard part was already done and that’s designing the template. These will serve as boilerplates for whatever milestone your business needs. You won’t need to worry on building something from scratch, you just need to focus on the content. Some of these templates will contain or collect executive summaries, opportunities, expectations, execution, financial plans, forecasts, the whole nine yards.

Business plan templates help give a clear vision of what lies ahead. They help you get things organized, planned out, and help you check off items from your to-do list more efficiently.

Focus on the future and keep your company moving forward with Jotform’s Strategic Plan Template. Simply fill in the attached form with your company overview, delve deeper with a SWOT analysis, and finish off by determining your strategic goals, actions, and financial plans. Our fully-customizable template converts submitted information into polished PDFs, which you can download, print, or share instantly.

Get down to business with a customizable Single-Page Business Plan template from Jotform. Customize your plan in minutes. No coding. Drag and drop to build.

This Operational Plan Sample is structured with important details for your organization. It comes ready to print, but you can simply edit the fields by putting your own organization information.

Managing a marketing campaign or promotion is a challenging task. You need to have a marketing plan in order to execute the campaign smoothly with the time and budget provided. Creating a Marketing Brief is very beneficial because it summarizes the marketing strategy for a specific campaign.If you are in the advertising agency or part of the marketing department, then this Marketing Creative Brief Template is for you. This well-designed template contains the client information, project information, and the marketing materials that will be used. The project details explain the project title, description, objectives, target audience, budget overview, advertising guidelines, and competitors.

Glamping Business Plan Template

Grab the attention of the investors by using this Glamping Business Plan Template. This business plan is simple yet effective because it contains all the necessary details when building a successful business.

Lean Business Model Canvas Template

See your business from a new perspective with Jotform’s Lean Business Model Canvas Template. Simply fill in a short form with problems your business could solve, how they are currently being solved in the market, and how your company can uniquely work to solve these problems. Our template instantly converts the information into polished PDFs you can download or print for your next big meeting.Our Lean Business Model Canvas Template already looks professional, but you can personalize it further to match your business. Jotform PDF Editor lets you rearrange form fields or add your company logo at the touch of a button! By instantly converting your business model into an accessible PDF format, our Lean Business Model Canvas Template can help you see the bigger picture and determine how to take your business to the next level.

Business Model Canvas Template

Our Business Model Canvas Template includes nine segments which are key partners, key activities, value proposition, customer relations, customer segments, key resources, channels, cost structure, and pricing model.

Creative Brief Template

A Creative Brief is used in advertising, branding, and marketing industries. In order to have a strong and outstanding creative campaign, you need to have a game plan to follow. This serves as a guideline that will help in making decisions related to the campaign.This Creative Brief Template PDF discusses the project details like the project name, due date, and project description. The marketing materials that will be used are listed in the document which includes its specifications like the dimension size, the medium that will be used, and the quantity. This is the best Creative Brief Template you can use for your next creative marketing campaign.

SOP Template

Create a process to organize your employees in managing specific cases or scenarios by using this SOP Template. This template is commonly used in any organization whether it is a small, medium, or large group.

Blog Post Outline Template

Use this Blog Post Outline Template for your blog content in order to get more visitors, followers, shares, and impressions. This template will definitely help your ranking in search engines.

Gym Business Plan Template

Be successful in the gym business that you're building by securing funding or a loan with the help of this Gym Business Plan Template. This PDF can be printed and given to investors or loan applications.

Memorandum of Understanding Template

Build a harmonious relationship between two or more parties by using this Memorandum of Understanding Template. This template is easy to use and can be customized via the PDF Editor.

Meeting Minutes Template

Set goals, plan your actions, and update your team members by tracking the team meetings by using this Meeting Minutes Template. This PDF template will surely help the team in terms of planning and productivity.

Pressure Washing Estimate Template

Create estimates for pressure washing services with the use of web tools. Use this Pressure Washing Estimate PDF template and create instant estimates in PDF format without the trouble of hiring programmers.

Business Hours Template

Announce and let the customers know if your business is open and not by using this Business Hours Template. This PDF template can be customized and personalized by using the PDF Editor.

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Curriculum Vitae

Curriculum Vitae Template will provide you with all the necessary information that you need for your recruitment procedure and automate the job application process of your business.

Scope of Work Template

Establish the responsibilities of the service provider by using this Scope of Work Template. This document will show the list of work and tasks that should be performed by the service provider.

Preliminary Notice Template

Notify the parties involved like the property owner, hiring party, notifying party, and contractor about the construction project by using this Preliminary Notice Template. This PDF template can be customized if needed via the PDF Editor.

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Retainer Agreement

Create retainer agreements online. Free, easy-to-customize template. Fill out on any device. Collect e-signatures. Save time with automation tools.

Business Plan Financial Template

Create a business plan financial template with Jotform Sign. Drag and drop to customize. Fill out and e-sign from any smartphone, tablet, or desktop.

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Code of Conduct Template

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What are the seven parts of a business plan?

• Executive summary. This is an overview of your business plan. The executive summary should include your company’s offerings, mission, goals, and projections. Think of it as the elevator pitch for your business plan. If you can’t get investors interested here, it’s unlikely they’ll want to keep reading.
• Company description and history. Describe your business’s legal structure and history in addition to what you do. If you just started this business, you may replace company history with your leadership team’s experience. The purpose of this section is to explain the company structure and build confidence in the people running the company.
• Products and services. Talk about what your company offers, whether that’s products, services, or a combination of the two. Describe your products and services in detail. Explain what makes your offering unique, what your profit margins are, what kind of demand you’re seeing for it, etc.
• Market and competitor research. Investors want to know if there’s demand for your offering. Describe the target market and how your product or service benefits potential customers. Include projections of where the industry is headed over the next few years. Additionally, detail your competitors and how saturated the market is.
• Sales and marketing strategy. This part of the business plan explains how you’ll promote your product. Outline elements such as your ideal customer profile (ICP) as well as your marketing channels, budget, and methods.
• Operations and logistics. Explain how you’ll source materials if you sell products as well as the technology you need to deliver such products and services. Also, provide details about your team, like how many people you’ll need and how you’ll manage employees.
• Financial plan and projections. It’s crucial to prove that your business will be financially viable. For this, you’ll need revenue and expense projections. Many investors want to see sample account statements, balance sheets, and cash flow projections.

How do you write a business plan?

Your business plan should be a realistic roadmap that helps you build a successful company. When writing it, take a balanced approach so that you’re not blind to the potential pitfalls and risks. You’ll draft each of the seven sections previously discussed.

Tackling these sections can be overwhelming, so some people like to start with a one-page business plan that includes short paragraphs for each element. Another way to give yourself a head start is by working from a business plan template. Once you have a good start, you can expand each section to make a compelling case for your business.

Can I write a business plan myself?

Yes, you can. However, depending on your writing experience and goals, you may want outside help. If the business plan is for internal use with the purpose of improving business functions, you’ll likely be OK tackling it alone. But if you’re trying to secure funding from a bank or investors, a professional business plan writer can give you a leg up.

Even if you decide to do it yourself, have a trusted friend or business mentor review your plan and provide feedback. An objective point of view will help you refine your work.

What are the four types of business plans?

• One-page or mini business plan. The one-page option is a great way to improve the focus of your business plan and highlight the essential elements. It can be an effective way to workshop your company’s plan or quickly give others a rundown of your entire business.
• Traditional business plan. The traditional business plan is more in-depth than its one-page counterpart and will be more thorough in each section (often, plans exceed 40 pages). For example, it may contain detailed financials, branding samples, and competitive research documents.
• Business model canvas (BMC). The business model canvas is a more visual representation of your business architecture. It includes sections for infrastructure, offering, customers, finances, etc. Many businesses find the BMC appealing since it can be summarized in a single page.
• Strategic business plan. The strategic business plan can have different purposes, like proving feasibility, discussing planning operations, or projecting growth. It will outline the company’s goals, its strategy for reaching them, and the company structure. The main difference between this and the traditional plan is its focus on specific strategic initiatives.

What are the common mistakes in business plans?

• Poor writing. Sloppy writing may suggest that you’re not serious about your business or you lack the needed professionalism.
• Unrealistic expectations. While you should be optimistic about your business, if your financial projections reflect your hopes more than reality, people may hesitate to back your business.
• Lack of supporting documentation. People reviewing your business plan want to see how you back up your claims. You can include research docs, sample financials, and estimates to make your case.
• Failing to define the target audience. For a successful marketing plan, you need to define your target audience. Investors and financial institutions need to see if you’re confident about who you’re selling to.
• Unbalanced. It’s important to lay out the risks and potential upsides. This analysis shows investors that you’re considering the whole picture regarding your business.

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Operational Plan Template

The above template is designed to present your day to day actions and plans in details. The template will simplify the process of coming up with an operational plan suitable for your business.

It will also refine editing of the plan to suit its audience or the company’s needs at any given moment.

What is An Operational Plan?

Businesses continue to invest a lot of resources into the preparation of strategic plans. The strategic plan outlines the business goals and objectives and strategies to accomplish them. It is an important document for any company. However, it does not articulate in details how the company will achieve the set objectives.

The lack of details then calls for another plan. The operational plan is, therefore, a highly detailed strategy that gives directions on how an organization, department or a team is to help achieve the set objectives. It specifies what needs to be done, the individuals tasked with accomplishing the tasks, set the timeline for the achievement of the task and the finances available.

Do You Need An Operational Plan?

The operational plan, fundamentally, is the outline of how the strategies contained in the strategic plan are to be implemented. It is created based on the strategic plan to activate it. While the strategic plan sets goals to be achieved over a long-term period, an operational plan outlines the short-term management of the business.

An operational plan gives the staff in the business their roles and responsibilities in line with the strategic goals and objectives. Each member of staff can understand what is required of them and how to do it. This eliminates confusion and supplication of roles within the organization.

It is a crucial management tool that defines the coordination of the resources of the business towards the achievement of the goals and objectives of the strategic plan. It distinguishes how the organization is to use its human, financial and physical resources daily to achieve its goals. This minimizes wastage of resources on nonproductive and unplanned activities.

An operational plan is produced by the company's management and the members of staff. Each member has the opportunity to contribute opinions on the best way to achieve the goals of the business. This gives a sense of responsibility and ownership among the staff members.

How to use the Operational Plan Template

Our operational plan template provides both general and customized slides that suit your business. You can create more slides depending on the various departmental needs of the organization.

Cover Page The first slide is the cover page. The business or company name, image, and logo are inserted beside the time frame for the plan.

Table of Contents The cover slide is followed by the table of contents. It gives an outline of how the entire plan flows.

Executive Summary Our executive summary slides give the senior management the opportunity to describe the plan in three major points. This gives the general overview of the plan over the next one year.

Strategic Context The company's mission, vision and strategy are documented in this slide. It can also be used to detail any changes in the business environment or revenue streams.

Key Performance Indicators At this point, you need to expound several measures that will show the success of your strategy. You can list up to 5 indicators to measure the plan’s success within a given timeline.

Financial Summary Our template gives you the chance to outline the financial details of your business. You get to compare the base plans and the stretch plans and note down the comments. You also get to analyze the quarterly financial projections in details.

We also have other slides that allow you to discuss the financial details of the stretch plan. You can include visual analysis such as graphs and tables to give clarity.

Hiring Plan In this slide, you get to indicate the various departmental staff requirements. Each department sets out the human resource requirements it will need every quarter for the whole year.

Team Goals The various teams or departments in the business get to list their objectives and key results for the year. The goals are then subdivided into the quarters.

Key Assumptions and Risks It is important to foresee the risks that the business may face and come up mitigation strategies.

Next Steps List the next steps that will be followed in the implementation of the business plans. For example, will the

plans need to be approved by a board? What are the reporting structures?

Appendix The slides that come after are useful for indicating information that would not be necessary for the main context. The information is crucial for the audience and the business too. Such information may include quarterly revenue by business line, quarterly expenses and Product roadmap by quarter.

Contact Information The final slide is used to indicate the contact information of your business. Who the audience can contact if they need more information and the business website are ideal.

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Top 10 Business Operational Plan Templates with Samples and Examples

Aditya Chakraborty

 Are you aspiring for the best outcomes from your business model? Do you want to set the pace of the organization in the right direction?

The right kind of business operational plan will set teams in motion to achieve desired organizational goals. With the assistance of powerful PPT models, businesses are able to direct the process’s blueprint to the employee and all stakeholders. A clearer picture of the state of operations and targets always helps teams be comfortable with what they are doing. They also know what success looks like. 

Running, and even thriving in you business, could be a greater challenge when the marketplace is tough. If your enterprise can be taken as a ship, a business operation plan can be considered as its lighthouse. It (the business operational plan) reminds teams & stakeholders of the way to go and highlights potholes or obstructions the path ahead. 

A well-designed PPT Presentation is the answer to ensure your venture prospers and has answers to most problems that will come your way. Start your business operational plan today with help of suitable presentations that suit your requirements. SlideTeam offers you PPT templates that assist in shaping business operational plans.  Download  slides that assist businesses to tackle operational challenges with flair and effectiveness. 

Why Do You Need Business Operational Plan? 

Companies often tend to spend time and resources in strategic planning for long-term goals. While it is necessary to make strategic plans, most of these miss out on a key strategic element: a business operating plan. 

“The proper outlining of business operational plan for daily needs leads to best outcomes for the organizations. Research has indicated better allocation of resources in organizations with well-laid operating plans.”

The operator should be able to answer these questions:

• What are the operational strategies in line with the vision of the organization? 
• How to perform and outshine in changing business environment?
• What are the tasks to be completed on regular basis?
• How to prevent risks associated with the implementation of plans? 

Let us look at the list of PPT models to fit business operating models: 

Template 1: Business Operational Plan 

This PPT Template is meant to ensure a pictorial depiction of the company’s sales & marketing goals. Use this presentation deck to highlight the executive summary, company vision, company strategy, changes in the competitive environment, revenue sources, objective for the next 12 months, milestones, financial summary, and others. The deck also contains slides related to acquisition of new customers, customer lifetime Value, and risk mitigation strategies to fit sales requirement.

Download Now

Template 2: Business Plan Operational Strategy 

The PPT slide deck is helping businesses overcome fears and tackle challenges. It displays the company mission and objective, KPIs, business problems & solutions, changes in the competitive environment, financial summary, revenue growth, and others. Businesses are able to optimize their performance with information related to gross margin improvement, operating expenses, product roadmap, and more.

Download now

Template 3: Business Operational Planning Process 

  The specific kind of PowerPoint Deck is focusing on the condition of the company, key performance indicators, operating highlights, hiring plans, and more to boost the overall outcome. It will help businesses devise top strategies to support product roadmap, operational challenges, risk & mitigation plans, and others. Put forth all details in the respective slides to make the presentation fruitful and result-oriented.

Template 4: Business Operation Planning 

  If you’re planning to set long-term business goals, then this PowerPoint Deck will be a desirable option. It includes slides related to the executive summary, business solutions, details related to key stakeholders, analysis of competitors, budget, source of revenue, and more. Highlight milestones of the company through visuals, establishing operational highlights.

Template 5: Business Operational Plan PPT Infographics 

  The business operational plan PPT infographic will help companies establish their goals efficiently. It includes details related to mission & objectives, strategic intent, budget, performance indicators, time, responsibility, and progress. We provide thousands of editable icons on each topic and adjust sizes easily. Companies can use their own icons in the PPT Slides and edit the color of the graphics. Highlight details accurately through infographics and boost the overall output of presentations.

Template 6: Business Operational Plan Pie Charts 

  Graphical presentation of data assists in easier understanding of key business indicators. The business operational plan pie charts are creating huge impact on business meetings through the guided presentation. We provide thousands of editable icons for each category to make business presentations successful. Our pie charts are easy to understand, and comparison in the meeting rooms become easier with this.

Template 7: Business Operational Plan Timeline Pictures Infographics 

Plan the best moves for the company with a business operational plan timeline PowerPoint Deck. The infographics used in the PPT will help businesses analyze present costs and plan future timeline. Use the editable infographics and pictures to highlight details related to the strategic intent of the company, performance indicators, budget, progression, risks mitigation, and others.

Template 8: Business Operational Readiness Plan with Multiple Tasks 

  Select Business Operational Readiness Plan with Multiple Tasks PPT to describe aspects of operations minutely. It is the best option for businesses looking for pro-presentation solutions to highlight essential details. The slides can be easily edited, as per the preferred size and color to fit the business presentation requirements.

Template 9: Essential Elements of Business Operational Readiness Plan 

Businesses need to add backdrops in their presentations to describe subjects minutely. The Essential Elements of Business Operational Readiness Plan PPT deck is designed by our experts to make the teams ready for efficient operations. Edit the slides as per choice and improve the output of business meetings. Download the PPT deck today to ensure the completion of business pro presentations timely. 

Template 10: Business Operational Plan for Organizational Governance Infographic Template 

  The governance of organizations needs to be chalked out accurately for optimal output. Our Business Operational Plan for Organizational Governance Infographics Template provides you detailed-reports on specific subjects. The editable slides suit pro-business presentation requirements and incorporate icons that fit business needs. Download it today to present detailed reports on the company’s progression and govern the organization suitably. 

Final Thoughts!

The operational plan templates prove to be the idle option to develop the presentations to be showcased in business conferences. Such plans should be in line with the strategic plans of the company and ensure focus on specific goals. Take the stakeholders & business partners in the loop to focus on the right objective of the business. The templates will work as the top option to solve specific problems in company operations and achieve long-term goals. 

What is an example of an operational plan?

An operational plan focuses on the future of the business and identifies its activities. It helps in better outlining of the purpose of businesses and understand specific activities to achieve desired goals. If you desire to grow your business by 25%, over the next few years, then the creation of an operational plan becomes critical to meeting targets. An example is given below: 

Goal: 25% growth in business by evaluating the revenues. 

Timeline: 2-5 years. 

Tasks: Engaging with customers and advertising brand products to generate leads for business. 

Resources: Specific skills and customer servicing needs. 

Budget: $5,000-$10,000 for each year. 

Output Monitoring: Revenue analysis for the next few years 

How do you write a business operational plan?

Write business plans in templates to ensure a simple understanding of facts that help in getting desirable output at all levels. Plan presentations critically as the checklist for dealing with business problems & solutions. 

A business operational plan includes

• Defining employee roles and contributing to the business outcomes. 
• Detailed instructions on daily operations within organizations. 
• Creation of risk and mitigation plans.  
• Defining short and long-term business operational goals. 
• Detailed reporting on financial summary of businesses. 
• Providing realistic goals to key stakeholders for achievement of goals. 
• Create transparency to earn the trust and loyalty of employees. 

What are the seven things an operational plan should contain?

A business operational plan helps in decide on a strategy that will deliver the best results. If you want to run projects successfully, then prepare operational plans that help to build revenues. The operational strategy of a company is future-oriented and set the plans that fit the requirements. 

Let us look at the seven things to be included in a business operational plan:

• Precise objective 
• Delivery of activities 
• Quality standards 
• Best outcomes 
• Staffing & resourceful needs
• Milestone tracking 
• Keep revising and updating monitoring procedures 

What are the three types of business operational plans?          

The business operational plan is acting as the blueprint for business procedures and helps your reach your milestones with both speed and ease. The three types of business operational plans include

Single-use plans: It is meant for a specific purpose in business operations and handle challenges promptly. The development of single-use plans helps deal with problems for top outcomes. 

Multi-use plans: It includes plans for stages of the business operation and implements these accurately. These work at many level with accuracy and efficacy. 

Ongoing plans: It is the best way to solve repetitive, assembly-line like issues in daily operations. Such plans help in business growth and thus eliminate prevailing troubles. 

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Operational Plan Template

About the Operational Plan Template 

An operational plan template will help you build a plan—a clear roadmap that helps operations leaders close the gap between business goals and day-to-day operations.  Our Cascade Operational Plan template will give you a tested and proven process so you can connect employees with the business strategy and give them a clear guide for execution. Using this template, you’ll be able to set clear strategic goals, milestones, and key performance indicators (KPIs) to monitor if you’re heading in the right direction.  

What You’ll Get In This Operational Plan Template

This template is pre-filled with examples, which you can use as inspiration for your own operational plan.

Within seconds of setting up your template, you’ll get immediate access to: 

• 4x Operational Focus Areas
• 12x Operational Objectives
• 20x Operational Projects
• 25x Operational key performance indicators (KPIs)

Once you have set your template, you can also create up to two dashboards for real-time performance monitoring.  And yes - you get free access with no credit card required. ✅

Who Is This Operational Plan Template For?

This template is perfect for CEOs, operational leaders, and operations teams who need to build their own operational plan. You can use this template regardless of the size of your organization, whether you are an enterprise, a mid-sized business, a small business, a startup, or a nonprofit. Note for Cascade users : If you already have a business plan in Cascade, you can easily link your operational plan to the company’s overall strategic plan and show how your activities contribute to the company’s success.

How Do You Use an Operational Plan Template? 

Cascade’s strategic planning tool is perfect to create and share your operational plan. Get started by selecting this operational plan template. This simple template will help you build your strategic plan in real-time and takes only minutes to set up. You can adjust pre-filled fields or enter your own data. A completed plan can be exported, or you can bring in your team to collaborate on shared goals.  To give you an idea of how you can build your own operational plan using our template, here’s a simple step-by-step guide:  

Step 1: Identify the gap between your current and desired performance  

Before you set your strategic goals, you need to have a clear understanding of where your business operations stand today and where they need to be in the future. This will help you formulate a better strategy for operations and communicate strategic priorities to your teams. To help you with this step, here’s a guide on how to conduct a gap analysis .

Step 2: Choose your focus areas 

After formulating your operations strategy , you should have a clear picture of your strategic priorities. In this template, you can organize them from a departmental perspective or focus on narrower interdepartmental perspectives.  Examples of focus areas for an operational plan could be:

• Administration
• Human Resources

Step 3: Write down your strategic objectives 

The next step is to identify strategic objectives within each focus area. These are the outcomes you need to achieve to support your business’s strategy. You can follow the SMART method or check out this detailed guide on how to write strategic objectives .

Examples of strategic objectives for the IT and logistics focus area could be: 

• Improve overall organizational efficiency
• Speed up development time through optimal project management
• Automate the order management

Step 4: Set KPIs to measure progress

Objectives aren’t the only component of your strategic plan that can be measured and tracked; you also need to set quantitative KPIs to measure whether you have actually achieved your objectives.  For example, some potential operations KPIs are:

• Absenteeism rate
• Sales per region
• Urgent transportation costs
• Production downtime

Step 5: Lay out an action plan that will help you achieve your objectives

The action plan includes activities that you and your team members will be doing to achieve strategic objectives. These can include specific tasks or projects . You can also use this template to give actions owners, collaborators, key milestones, and due dates. 

Step 6: Add all the information in your template and start executing  

You’ve done the heavy lifting; now it’s time to execute your plan. Put all your information into the template and start delivering results. You can use Cascade’s governance features, which will help you manage risks, monitor progress, and drive execution across your organization:

• Dashboards ​​with chart widgets and graphs that have real-time data, allowing you to look back and understand what has happened in selected time frames.  
• Reports to create in-depth progress reports with an executive summary, financial summary, or commentary so you can ensure everyone understands the context.
• Integrations with your favorite business tools and project management apps so you import data from almost anywhere and visualize them all in one place. 

Getting started with your Operational Plan Template only takes 20 seconds .

What Are The Benefits Of An Operational Plan Template?

✅ It gives structure to your planning process: A template can’t save you from bad strategy and lack of insight into what problem you are trying to solve. However, once you get there, you need to give your plan structure so you can easily communicate it with your board and team members. This will help you ensure that everyone is on the same page with regard to priorities and what needs to be done to achieve goals.  ✅ It saves your time : Bring in your team members and get regular progress updates on your operational plan without wasting time in another meeting. You won't have to switch between different spreadsheets and data sources to make powerful reports. You’ll have all the important information in one place, at any given time - to make fast and informed decisions.   ✅ It supports strategic alignment : With this template, you will be able to support cross-collaboration and demonstrate how different company functions come together to achieve the company’s goals. You’ll also have better visibility into how you need to allocate your resources and make financial projections.  ✅ It helps you keep team members accountable for progress : You can easily assign owners to each objective or crucial initiative. This will help you boost engagement and transparency and motivate your team to focus on work that moves the needle. And that’s not all. When it’s super clear who does what and why, duplication of work is diminished.  This frees your teams to focus on innovation and continuous improvement.  ✅ It helps you build resilient operations and quickly adapt plans if needed : As an operations leader, you need to have full visibility into your company’s performance. Cascade’s Operational Plan Template will help you quickly identify underperforming areas, move resources, and take corrective action before it’s too late.

Build And Execute Your Operational Plan With Cascade 🚀

Operational excellence depends on many factors. That’s why it’s critical to have the right tools and a bulletproof operational plan to help guide your team, ensure all stakeholders are on the same page, find potential risks and issues early on, and adapt as fast as possible when disruptions occur. This is where outdated and static tools like Excel spreadsheets and PowerPoint docs simply don’t cut it anymore.  Put your operational plan into action with Cascade’s strategy execution platform, and you’ll be able to:

• Provide fast and accurate data for decision-making.
• Improve business performance as a result of increased operational efficiency.
• Align your key stakeholders and create an organization that is able to adapt and meet customers’ changing needs.  
• Build a standardized process for strategy execution across divisional units and functional areas.
• Create a single source of truth so you’ll have full visibility in performance and a better ability to grow and scale quickly.  

Whether you need a tool to track KPIs, assign owners to key initiatives, or make faster reports to support management decision-making, Cascade is the answer for you.  And the best part - it’s free.

Other Types Of Operational Plan Examples In Our Template Library 

Didn’t find what you were looking for? Here’s a selection of other popular templates in our template library that you can choose from: 

A Business Plan Template 

This business plan or business strategy template will help you outline long-term company goals and a roadmap to achieve them. Unlike the operational plan, it focuses on long-term and high-level business goals to achieve the company’s mission and vision.

Human Resources Strategy Template 

If you are an HR manager, this template will help you prioritize your HR initiatives to support business goals. You’ll be able to outline your hiring plan or other key projects, assign owners, and track progress.

Financial Strategy Template 

Are you a chief financial officer looking to create a plan for your department to support business strategy? This planning template will help you define capital allocation and investment strategies and keep track of your progress.

Is Cascade operational plan template free? 

Yes - you get free access forever! You can bring in your team members and collaborate on a free plan that is suitable for teams with up to four members.

What is an operational plan template? 

An operational plan template is a preset document that gives you a standardized planning approach and helps you align daily operations with business strategy and long-term objectives. 

How do you write an operational plan? 

Your planning process should involve collaboration with key stakeholders, alignment with the company’s strategic goals, and identifying opportunities for improvement.

What is included in an operational plan? 

The key elements of an operation plan include focus areas, objectives, key projects and initiatives, metrics and KPIs, and owners. 

What is the difference between an operational plan and a business plan? 

A business plan focuses on high-level business strategy and long-term strategic planning. On the other hand, an operational plan focuses on short-term goals and activities happening on a daily basis and helps companies bridge the gap between business strategy and on-the-ground execution. 

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Define goals with an operational plan template

Employees who understand their roles and how they contribute to overall company success tend to be more invested and feel more valued. That engagement can lead to more productive and satisfied employees.

One way to proactively ensure employees feel fulfilled is by creating a strategy on an operational plan template, a tool that can propel your company’s short and long-term success. Before we share what this template looks like, however, it’s always good to refresh ourselves on its purpose and how it can drive results.

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What is an operational plan template?

An operational plan template defines company goals and creates detailed outlines for how each employee, team, or department contributes to efforts. A smaller business may use these templates to outline an employee’s daily tasks while larger organizations might create outlines on a department or team level.

Why should you use operational plan templates?

Operational plan templates provide a transparent view of your company’s daily procedures and highlights how each department’s roles contribute to a smooth operation. By using an operational plan template, you can understand how your company ticks and develop a solid structure to ensure all cogs move in the same direction. An operational plan template:

• Helps define employee roles and how they contribute to your organization’s goals
• Provides detailed instructions on daily operating tasks
• Creates an understanding of how different departments’ roles come together to achieve goals
• Potentially leads to higher job satisfaction for increased employee productivity
• Defines short and long-term goals
• Provides guidance on realistic deadlines for specific goals
• Helps you draw conclusions about resource needs and make financial projections
• Allows everyone within your organization to always be on the same page
• Creates transparency within your organization, leading to greater trust and loyalty among employees

You can increase the benefits of operational plan templates by including as much detail as possible when designing or using them. Though you may also want to create custom templates for specific uses, having examples on-hand can help inspire which areas to focus on for your business operation.

What are some examples of operational plan template

Operational plans are important to businesses in a variety of contexts. An entrepreneur might create an operational plan so they have a series of guideposts and a better understanding of the company mission, vision, and values when launching a startup. A well-established business might use an operational plan as an overall  path for the future. The following operational plan templates can help you create a robust business structure:

Single-use operational plan template

You can apply a single-use Operational Plan Template to goals, visions, or transitions outside normal operations. You might create a single-use operational plan when you start your company, expand to an additional location, or undergo rebranding. Other goals that may call for this type of operational plan include:

• Expanding your company’s online presence
• Offering your products or services online
• Hitting a specific sales milestone, such as reaching your thousandth sale
• Closing any skill gaps in your existing workforce
• Increasing efficiency in a specific department

Having a plan for one-time or short-term company goals can help you define, achieve, and measure success. Individual departments may also create single-use operational plans to drive specific efforts. Human resources, for example, may create a hiring plan.

Ongoing operational plan template

An ongoing operational plan template defines long-term organizational goals. It can create transparency into how your company delegates and achieves daily tasks under normal conditions. The beauty of an ongoing operational plan is that you can update it as you achieve goals or gather new research and metrics that support more informed decisions. For example, if you conduct new research that determines that one of your goals cannot be met with the resources you have available, you can update your ongoing operational plan to indicate the challenges and steps to take to get your organization’s goals back on track.  An existing operational plan can easily grow and change with your organization.

Map your road to success with monday.com’s operational plan template

Our customizable template lets you create documents that suit your organization’s unique needs and goals, whether you’re working toward a one-time objective or detailing ongoing daily operations. Pair the template with other work productivity tools on monday.com to make business planning streamlined and effective in real-time. On monday.com you can:

• Automate recurring tasks: monday.com lets you automate routine tasks to make better use of valuable resources, such as notifying managers when you complete a task, saving on time and resources.
• Integrate essential tools into one platform: If your company uses multiple tools for project management, planning, or metrics — such as Slack, Google Calendar, Data Studio and more — accessing them from a single Work OS saves time and prevents confusion.
• Collaborate with your teams: Our Work OS allows you to seamlessly collaborate with your teams or departments in-person or remotely through updates, tagging functions, automations, and other features built for fostering communication
• Monitor performance: Our project monitoring dashboard lets you view all tasks and projects from a single screen, making it easier to see where you stand on goals and deadlines.

Using the above features plus several others, our operational plan template pairs help you better understand your goals and map the road to success in detail. But of course, an operational plan template isn’t the only business planning resource necessary for success. There are several other templates that can be more useful for specific applications.

Related templates to operational plan templates

An operational plan template can help you detail daily tasks and assign them to employees. From there, other operations templates can help you increase productivity and manage specific aspects of your plan. Let’s take a look at a few supplementary templates.

Facilities request template

Your facilities management and operational teams are constantly in motion, working hard to go over questions, complaints, and work requests. Our facilities request template can help ease their workload by streamlining requests. Use the facilities request template to:

• Centralize facilities requests: Compiling all facilities requests in one place makes managing things easier. On monday.com, relevant employees can check on the status of requests, saving time on back-and-forth emailing.
• Track completion time for each request: Our facilities request template has a time tracking column showing how long a request took to complete. This can help you set internal processes and future expectations accordingly.
• Track every ticket from one place: View all your tickets and where they currently stand. You can use this information to help identify bottlenecks so you can apply proactive solutions to workflows and processes.

Finance request template

Our finance request template helps you stay on track by setting deadlines and receiving notifications for due dates. It also helps you gather finance requests in a single location for an at-a-glance financial summary, while color-coding and other visual cues can indicate priority requests.

Business plan template

Business and operational plans work hand-in-hand to support your company’s vision and goals. You can use a business plan template to outline your goals and detail how the company will work toward them. Our business plan template provides a breakdown of every applicable section for easier plan creation.

A business plan and operational plan serve similar purposes, however, they’re two separate but complementary documents.

A business plan details long-term goals and the tasks or milestones necessary to achieve them. An operational plan details the daily tasks required to be successful with long-term goals. Get more information about what’s included in an operational plan in our FAQs below.

FAQs about operational plan templates

What should you include in an operational plan.

An operational plan should include:

• An executive summary that provides an at-a-glance overview
• Clear, well-defined goals and objectives and time frames for them
• The day-to-day activities required to bring those goals to fruition
• Quality standards and key performance indicators to help measure success
• A process for monitoring progress
• Requirements for staffing and resources

Ongoing operational plans should focus on the daily details required to keep the company moving forward. One-time operational plans should concentrate only on specific short-term objectives.

What is an operational plan example?

An example of an operational plan is a document created by a clothing manufacturer to lay out a plan to increase its presence on social media. The company may have noticed that referrals come from social media and it wants to capitalize on this trend. The basis of its operational plan may include:

• Objective: Increase social media presence
• Category: Single-use plan
• Required resources: Social media training, contest prizes, additional dedicated man hours, advertisement funds
• Tasks: Run A/B testing on social media advertisements, research trending post formats to recreate them, plan and execute referral or engagement contests, increase company engagement on social media with fans/customers

From this starting point, the operational plan would detail each of those tasks, including how to allot resources and employees. For an outline of what to include in an operational plan, check out monday.com’s operational plan template.

How do you write an operational plan?

To write an operational plan, you should:

• Identify important goals, milestones, or objectives
• Determine key initiatives to help achieve those goals
• Define key assumptions you’re making about challenges
• Decide how you’ll measure success
• Clearly outline responsibilities and tasks
• Assign responsibilities and tasks to team members
• Create reasonable deadlines
• Define necessary resources to accomplish tasks
• Provide training as necessary

Align daily tasks and goals with monday.com’s operational plan template

An operational plan template lets you align daily tasks with your company’s short- and long-term goals. Using the template simplifies plan creation by ensuring you don’t miss a single detail.

Once your plan is ready, put it into action with our powerful Work OS. Ensure team members can see tasks and other information in views that work for them, and manage assignments and workflow automations on monday.com to make it easier to complete the tasks required to reach your goals.

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FREE 47+ Operational Plan Templates in MS Word | Pages | Google Docs | PDF

Operational planning can be defined as the process of planning important and necessary goals to calculate how an organization operates towards success. Depending on the nature of tasks and projects , operational plans are developed. There are many plan templates available on our website for you to check out the best one and use it to create the right plan for your business.

Table of Content

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Step 1: Market Research

Step 2: goals and objectives, step 3: leading indicators, step 4: communicate, step 5: monitor your progress.

• Clear objectives
• Desired outcomes
• Financial requirements
• Key targets and key performance indicators
• Risk assessment
• Staffing and resource requirements
• Implementation and monitoring progress
• Standing plans: These are designed to be used again and again (such as policies, procedures, and regulations)
• Single-use plans: These refer to plans that are mostly a one-time project or event .

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