Operational Planning Guide and Templates

The Planning Guide:

This guide helps Boards and Executive Directors to prepare an annual operating plan that maps out the organization’s yearly objectives with proposed steps on how they will be accomplished, all in one document (see Operational Plan Templates). The operational plan takes into consideration budget and human resource constraints as well as a risk assessment in relation to the organizations short-term objectives.  It is intended to compliment the implementation of your organization’s Strategic Plan and guide the annual Staff Work Plans.

Please download the accompanying easy to use templates to use with this guide.


The Excel Template:

Please consult the Operational Plan Guide for further instruction on how to complete these Templates, that have been developed in Excel, making it easy for you to download, use and report back on to your Board and other stakeholders as needed.

1. Operational Planning Guide


2. Operational Planning Excel Templates


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