Operational Plan

Plan Information
Plan Name Created By

Date Contact Info

Executive  Briefly summarize the operational plan in order to provide a quick overview
Summary for stakeholders.

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Operational  List the objectives of the operational plan and make sure they align with the
Objectives overall business strategy.

Tasks,  Add the tasks, resources (material and labor) and who is assigned to each
Processes, task below. You can outline processes and workflows here.
Workflows
Download our free Project Task Tracking Template for Excel

Task Resource Assigned To

Operational  Estimate the cost of the operational plan over the timeline expected to
Budget achieve its objectives. Below is a chart to capture those costs.

Task Resource Cost

Operational  The operational timeline is dependent on the duration of your workflow and
Timeline processes. Below is a chart to outline that schedule.

Download our free Gantt Chart Template for Excel

Task Start Date End Date Duration

Hiring Plan  Note any new hires that will be necessary to onboard to fill in any skill gaps
in your organization.

Quality
Assurance &  To comply with regulatory codes, customer safety and to save on costs, set
Control up quality management protocols.

Key  In order to measure the productivity of your operational plan, you’ll have to
Performance define any many key performance indicators (KPIs) to track everything from
Indicators product development to marketing, sales and beyond.

Risk,
Assumptions  Here you’ll list any risks, assumptions and constraints that might impact the
& Constraints execution of your operational plan.

Download our free Risk Register Template for Excel