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What is operational planning?

By - May. 17, 2023

Operational planning is the process of developing detailed plans and strategies to achieve specific organizational goals and objectives. It involves defining the steps or actions needed to carry out a given task or project to meet specific goals within an organization. In other words, it creates a detailed roadmap based on a strategic plan.

During the operational planning process, responsibilities are described in detail based on the timeline for the operational plan. The timeframe should depend on typical organizational velocity; creating an annual operational plan is a fluid, changing process, so keeping clarity and collaboration is vital for success.

To accomplish this, operational planning typically focuses on short-term planning, with a timeline of one year or less. It involves developing plans and strategies for specific departments, teams, or projects that align with the overall goals and objectives of the organization.

Operational planning involves identifying the resources required to complete a given task or project, including personnel, equipment, and materials, as well as setting timelines and budgets. It also involves establishing performance metrics and measures to track progress and ensure that the plan is on track to meet its objectives.

Key steps of operational planning include:

  • Define the goal or vision for the operational plan clearly

  • Analyze and identify key business stakeholders, resources, and budget team members, as well as timelines and overall resources and budget

  • Consistently track and inform team members and stakeholders of progress

  • Adapt the operational plan to wider company goals as needed

The process of operational planning involves collaboration between different departments, teams, or individuals within an organization to ensure that everyone is working towards the same goals and objectives. Effective operational planning can help organizations to optimize their resources, reduce costs, and improve overall efficiency and effectiveness.

What is operational planning?
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