How to Develop an Operational Plan [15+ Templates to Download]

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An operational plan is a specific program for the processes within the fiscal year. It’s one thing to have a strategic plan for the following years, but with a missing operational plan, it might grow chaotic. An operational plan exists to become the company, group, or enterprise’s leverage on days when emotions go awry. If you are a businessman looking for a guide in making one, we have steps written down below to help you out. You may also see sample plan templates.

95+ FREE PLAN Templates - Download Now Adobe PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Google Docs, Apple (MAC) Pages, Google Sheets (SPREADSHEETS), Apple (MAC) Numbers, Microsoft Publisher

15+ Operational Plan Templates

Below are the templates and samples that could help in developing your Operational Plan. Some of these are free and can be downloaded easily with just a click!

1. Operational Plan Template

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Size: A4 & US

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This Operational Plan Template (shown above) is an excellent template that aligns your strategic goals with your operational tactics. It was made wholly for the people who are in it to win it! Download now!

2. Basic Operational Plan Template

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The Basic Operation Plan Template is an attractive template focused more on the supply chain of a company and its operations. This template is printable, customizable, and has a variety of formats to choose from. Download this today!

3. Operational Improvement Plan Template

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Size: A4 & US

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For people who already have an operational plan, the Operational Improvement Plan Template is an excellent solution in improving the previous strategies. Business professionals make this template; that’s why you can guarantee its quality. Download this template today to make the meetings more meaningful.

5 Steps in Developing an Operational Plan

Step 1: Refer Back To Your Strategic Plan

Before creating an operational plan, there should already be a strategic plan in place as it acts like a guide that would put everyone on the same page. If a strategic plan is still not developed, do make one.

Step 2: Prioritize The Fundamental Things

The temptations of doing a lot of things and achieving great goals are always tempting. However, an operational plan also needs to have its limits. Prioritizing the essential objectives is necessary, especially if the strategic plan could span a few years or so.

Step 3: Develop KPIs

KPI stands for Key Performance Indicator. A company must establish KPIs for the management to know if they are going somewhere near their objectives or not. Take note though, that having leading indicators over lagging ones are necessary to emphasize growth. An example of a leading one could be foot traffic over sales. It is challenging for a company to consider sales as its top indicator since it might not be reached in the short term yet. Pressuring people over sales performance and increasing foot traffic might do the trick. This would then lead to a broader market.

Step 4: Be Tangible

Developing an impractical KPI could ruin the team. That’s why if possible, setting relevant people on creating it is extremely important. People that lead the marketing team should create for the marketing and not on production and vise versa. It is also beneficial to limit its creators to appropriate individuals and not just include a whole battalion when a squad can do it.

Step 5: Communicate With Everyone

Communication is the key to everything, and miscommunication the advent to downfall. A team must communicate. The KPIs won’t deal themselves, and it’s going to be confusing to the employees if they are suddenly pushed forth in the front lines. The leaders should explain to the members how the KPIs work and why they matter. It is also great to establish proper communication early on, as it will help the company grow more without the needless confusion that comes with it.

4. Team Operational Plan Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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5. Strategy Operational Plan Template

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  • Google Docs
  • MS Word
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Size: A4 & US

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6. Operational Sales Plan Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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7. Consulting Operational Plan Template

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  • Google Docs
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Size: A4 & US

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8. Customer Service Operational Plan Template

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  • Google Docs
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Size: A4 & US

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9. Operational Plan Template

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File Format
  • MS Word
  • Pages

Size: US, A4

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This Operational Plan Template is a worthwhile template that could make your plans concise and clear. This seven-page template is available in both MS Word and Pages. Download this today!

10. Business Plan Template

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  • MS Word
  • Pages

Size: US, A4

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Sometimes, a part of the operations plan includes venturing into a new trade. This Business Plan Template could come in handy. This four-page template is easy to use and available in standard formats. With this, making a business plan would be easy. Download today!

11. Project Plan Template

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  • MS Word
  • Pages

Size: A4, US

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Project plans are necessarily part of the operations. It could go from a month unto a year. Supposing a need arises, this Project Plan Template is an exceptional plan that could help fast. This template is already equipped with the basic things that are usable for achieving that worthwhile goal. This ready-made template is printable and is available in basic formats. Download now!

12. Free Simple Operational Plan Template

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  • Google Docs
  • MS Word
  • Pages
  • Editable PDF

Size: A4 & US

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The Free Simple Operational Plan Template is a useful format. It has a simple setup that could give its user more time in doing something rather than focusing on building an Operation Plan. This file is a free downloadable template. Download this today for free!

13. Free Sample Operational Plan Template

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  • Google Docs
  • MS Word
  • Pages
  • Editable PDF

Size: A4 & US

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This Free Sample Operational Plan Template is a marvelous template. It’s free and clear. Personalize your plans today without a penny more or less. Download now!

14. Free Annual Operational Plan Template

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  • Google Docs
  • MS Word
  • Pages
  • Editable PDF

Size: A4 & US

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The Free Annual Operational Plan Template could be a pretty astounding template that costs nothing. This annual plan template can be used not just once, but for a few times. Download now, and make your yearly operations planning easy.

15. Kwazulu-Natal Department of Education Operational Plan 2008-2009

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  • PDF

Size: 28.4 MB

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This Kwazulu-Natal Department of Education Operational Plan 2008-2009 is a beneficial sample for those who require an excellent specimen. Kwazulu-Natal Province of South Africa used an extraordinarily detailed and scholarly approach towards their Annual Operational Plan. Download this example now!

16. NATO Budapest Museum Operational Guidelines

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This NATO Budapest Museum Operational Plan guideline is an excellent sample for those needing help in creating their operational plan. Download this and check its usage today!

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