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The Role of Fillable Organizational Charts in Effective Team Management

In today’s fast-paced business world, effective team management is crucial for the success of any organization. One tool that can greatly assist in this endeavor is a fillable organizational chart. This article will explore the importance of fillable organizational charts in team management and how they can enhance communication, streamline processes, and foster collaboration within a team.

Enhancing Communication

Clear communication is the foundation of any successful team. Fillable organizational charts provide a visual representation of the team’s structure, roles, and reporting lines. This visual aid allows team members to easily understand who they report to and who their colleagues are within the organization.

By using a fillable format, team members can update their information as needed, ensuring that everyone has access to accurate and up-to-date contact details. This eliminates the need for constant email exchanges or outdated printed charts. With just a few clicks, team members can find the information they need, fostering efficient communication among colleagues.

Streamlining Processes

Efficiency is key in today’s competitive business landscape. Fillable organizational charts enable teams to streamline their processes by clearly defining roles and responsibilities. Each member can easily see where they fit into the overall structure and understand their specific tasks and deliverables.

With this clarity, teams can optimize workflows by eliminating duplication of efforts or gaps in responsibilities. By having a visual representation of the entire team’s roles and functions, managers can identify areas for improvement and make necessary adjustments to ensure smooth operations.

Fostering Collaboration

Collaboration is essential for innovation and growth within an organization. Fillable organizational charts facilitate collaboration by promoting transparency and encouraging cross-functional teamwork.

Team members can quickly identify who they need to collaborate with on specific projects or initiatives by referring to the chart. This fosters a culture of collaboration where individuals from different departments or teams come together to share their expertise and work towards a common goal.

Furthermore, fillable organizational charts can be customized to include additional information such as skillsets or areas of expertise. This allows team members to identify colleagues who possess specific knowledge or skills that may be valuable for a particular project, further enhancing collaboration and encouraging knowledge sharing within the team.

Adaptability and Scalability

Organizations are constantly evolving, with teams growing and changing over time. Fillable organizational charts provide the flexibility needed to adapt to these changes seamlessly.

When new team members join or existing ones leave, the fillable format allows for easy updates without having to recreate the entire chart. This saves time and ensures that the chart remains accurate and up-to-date at all times.

Additionally, fillable organizational charts can be scaled up or down to accommodate changes in team size. Whether it’s a small startup or a large enterprise, fillable charts can be customized to fit the unique needs of any organization.

In conclusion, fillable organizational charts play a crucial role in effective team management by enhancing communication, streamlining processes, fostering collaboration, and providing adaptability. By incorporating this tool into their management practices, organizations can improve productivity, efficiency, and overall success.

This text was generated using a large language model, and select text has been reviewed and moderated for purposes such as readability.


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Create an organization plan: types, steps, and examples

blog feature image - Create organization types, steps, examples

If you want to start or grow your business – or make it more profitable – you need an organization plan. It’s no secret that the most successful companies have the best organizational goals and the right strategies for attracting top talent to achieve their objectives.

Planning plays a vital role in any business organization. As such, the right organizational plan will help make your business a titan in its industry, whereas a poor one will allow your competitors to pull ahead of your company.

Read on to discover creative ways an organizational plan will bring value to your business and can improve your revenue.

Table of contents

What is an organizational plan, why is an organizational plan important , what are the 4 types of organizational planning, what are some examples of organizational planning, 5 steps to develop an effective organizational plan, strengthen your recruitment process with testgorilla.

An organizational plan is how businesses prepare their affairs to achieve success in their industry. It may include daily business operations, organizational goals, and potential expenses. 

An organizational plan usually begins with big, long-term objectives but is then broken down into smaller, attainable goals. This makes it easier for your organization to define success, plan ahead, and achieve its goals.

Organizational plans are crucial for businesses because they enable you to create an effective, realizable method to achieve your business goals. 

A solid organizational plan will therefore improve your company’s performance. Research shows that businesses with good plans are 16% more likely to succeed .

Organizational plans may also clarify the roles, expectations, and responsibilities of employees in your organization. And they are a great way to highlight the areas in which your business has shortcomings or issues.

Effective planning relies on a firm understanding of the four types of organizational planning. Knowing which organizational plan to apply to your business is crucial to steer your company toward a profitable and prosperous future. 

Four types organizational planning

1. Strategic planning

A strategic plan involves the creation of broad, long-term goals for your company. Senior management will usually oversee these kinds of plans; however, smaller companies tend to involve other employees.

Typically, strategic planning considers controllable and non-controllable variables and how to adjust them. The objectives must align with your company’s general mission, vision, and values.

2. Tactical planning

These shorter-term goals show how your company plans to achieve its longer-term strategic plan. Tactical plans typically take a year to complete, with middle managers establishing these goals and overseeing the actions.

3. Operational planning

Operational plans include department-specific objectives and targets and are focused on executing the tactical plan. Thus, for example, your company should have a working plan for the finance, marketing, and IT departments.  

4. Contingency planning

Usually, contingency planning is associated with risk management, because a good contingency plan will address both known and unknown risks. Such planning enables your company to prepare for unforeseen circumstances that could harm your business.

Below are examples of organizational planning to help you understand the various forms a plan can take. With this knowledge, you can decide which kind of organizational plan suits your company.

1. Workforce development planning

Industry-leading companies do not become successful by chance. Instead, they earn their success through years of practical workforce training. Workforce development planning entails training your employees to increase their productivity and output.

By investing in your employees, you’ll create a loyal, diverse, and satisfied workforce focused on achieving your business’s ambitious goals.

2. Product and services planning

Product and service planning aims to make your organization’s products or services more appealing to its target market. This involves strategically creating schemes that set your business apart from competitors.

Being in a highly competitive industry can be difficult. That’s why the operations, finance, and marketing departments are tasked with developing innovative ways to keep your business ahead in its industry.

3. Expansion plans

A good business is always focused on growth. Hence, expansion plans identify growth opportunities and roadblocks your organization might face in its industry, helping you develop strategies to take advantage of those opportunities and overcome the obstacles.

4. Financial planning

Making plans to manage debt and utilize profits is one of the best ways to ensure your business is sustainable. Financial analysts are in charge of this, so they will analyze financial performance and give recommendations to help your business make better decisions.

Financial planning ensures you optimize every fund flow in and out of your business. You’ll also require employees with the right budget-management skills to draft the perfect plan. 

Five steps develop effective organizational plan

1. Come up with a strategic plan 

Identifying your company’s objectives will help you create more concrete strategic plans. But to identify these goals, you’ll need adequate data about your company.

Good data will guide you in making strategic decisions based on previous performance and other indicators, ensuring you can pave a clear path toward your goals.  

2. Transform the strategic plan into practical steps

Establishing practical steps for achieving your strategic goals is the focus at this stage. A good example is requesting quarterly reports to ensure that the IT department is hitting its quota.

It also involves implementing every action that contributes to hitting your targets, from sourcing raw materials to manufacturing the final product. 

3. Plan day-to-day operations

This stage focuses on individual employee performance. Managers set goals and targets to ensure employees convert their work hours into profit for your business and more effective functioning of your teams. HR, for example, can be tasked with ensuring that unconscious bias does not exist in the workplace.

Similarly, the quality assurance team can create schedules to inspect raw materials before manufacturing begins. 

4. Execute daily operations

At this stage, you should execute the theoretical strategies you set for daily operations. This requires applying all the planning from the previous steps to enable your organization to reach its strategic goals.

You can check these daily targets on your vision board as you progress, gradually allowing your longer-term objectives to materialize.

5. Monitor results and adjust plans

A plan is more likely to fail if you don’t monitor any progressive performance. To verify that your plan is complete, you should make provisions for adjusting and monitoring results to ensure they align with the goals you set.

Doing this will help your organization identify areas where your company didn’t meet its goals and inform you of any necessary changes. By extension, you should have the information required for performance management . 

Although organizational planning might be a long and complex process, it is vital for your company’s success. Why? The right strategy will ensure your employees are clear on your organization’s vision and the actions required to achieve these goals. 

A well-defined organizational plan will positively impact your workforce, since all employees will understand their day-to-day tasks and why they are needed. They’ll have explicit objectives to ensure they remain productive and focused.

TestGorilla facilitates your recruitment of skilled professionals who can help you develop a stellar organizational plan. Moreover, it helps you minimize any chance of unconscious bias creeping into your recruitment, helping you employ the best.

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What Is Organizational Planning in Project Management?


If you’re looking to start or grow a business (or just keep a business profitable), you need a business plan. But not all plans are the same. If you need to define your business and its objectives, you need to use organizational planning.

That planning provides a clear path forward. When you organize the various departments of your business, everyone knows what their function is—and the tasks and processes necessary to achieve your business goals.

What Is Organizational Planning?

Organizational planning is how business owners organize the day-to-day operations of a business. This can range from simple things, like the companies’ reason for existence, to more complex considerations, like setting goals to realize a specific objective. You use the organizational plan as a framework for creating tasks that, when executed, will allow the company to achieve its goal.

Organizational planning is often used to improve a company’s overall business, but a company can direct it towards its workforce, finances or products. There are, therefore, various types of organizational planning goals; from workforce development and financial planning to products, services and expansion planning.

That’s a lot of data to organize. ProjectManager has interactive Gantt charts that help you organize all that information, create a functional plan and manage it successfully. Try ProjectManager today for free!

ProjectManager's Gantt chart

Why Organizational Planning Is Important

It goes without saying that the better you organize your company, the better your company performs. Organizational planning is important because it lets companies develop effective planning and achieve their stated goals.

Having an organizational plan is also helpful because a prepared company responds better to changes in the workplace. Furthermore, organization planning clarifies the roles, responsibilities and expectations of everyone in the company. This helps management make sure they’re meeting the determined benchmarks.

Because organizational planning creates a structure where relationships between teams and managers are clearly defined, it can also reveal where there are any shortcomings, issues or liabilities. The company can then resolve these hamstringing limitations.

Typical Organizational Planning Processes

These phases of organizational planning are defined in these four processes:

  • Strategic Planning: This is the big picture view for the company. Here, you define the company goals. The goals must align with the overall mission, vision and values of the company. This process involves upper management, though you can bring employees into the discussion.
  • Tactical Planning: Next, the discussion moves toward how to implement the developed plan. These are more short-term goals, usually no more than a year in duration. This is where middle management takes the ball, in terms of creating plans and marketing campaigns.
  • Operational Planning: Now we’ve come to the day-to-day operations necessary to execute the tactical plan. This is where you set up work schedules, policies, rules and regulations for employees. You also assign specific tasks and create a protocol for tracking work.
  • Contingency Planning: It’s important to have a backup plan or two in case of unforeseen events or issues that make the original plan impossible. Spend time thinking of possible risks and responses. Events include natural disasters, software malfunctions or the departure of a C-level executive from the company.

How to Make an Organizational Plan

The four phases of the organizational planning process create a framework, but there are different steps when making an organizational plan:

  • Start with the goals and objectives of the company: Where do you want to be in the short- and long-term? Then, assemble a team to lead the execution, tracking and progress of the plan.
  • Create a chart that illustrates the organizational structure of the plan: Share it with the whole company and keep them updated on progress as you hit milestones set for the long- and short-term.
  • Define the company goals and objectives: Make this a detailed list to help everyone understand the goals and objectives, as well as their part in realizing them.
  • Create a task list with roles for everyone on your team: Assign them tasks and make sure the team understands what is expected of them.
  • Review where the company is currently: What processes are in place at this moment? Reviewing this allows the team to see what they need to do to reach the company growth targets.
  • Take what you’ve collected and put it in a document: Use this to track progress when you execute the organizational plan.

How to Communicate Your Organizational Plan to the Team

Once you’ve created an organizational plan, you need to communicate it to the team. This is a crucial step. If you implement a plan without having everyone understand it, you may have problems that might derail the whole plan.

One way to get everyone on the same page is to call a company-wide meeting. Have a tight agenda that details the organizational plan, and get feedback from those in attendance. You can also create a one-sheet, and distribute it prior to or during the meeting.

If your company has project management software, you can bring the whole company in on the organizational plan, assign tasks and communicate through the tool if they have any questions. Then, when you implement the organizational plan, you can track progress and ensure everyone stays in communication.

How ProjectManager Helps with Organizational Planning

ProjectManager is a cloud-based tool with multiple project views that allow managers and their teams to choose the tool that they want to work with. No matter which they use, data is shared across the platform so everyone is working from the most current data.

Lay Out Entire Plans on Gantt Charts

Begin planning by organizing tasks and adding deadlines. Gantt charts are the traditional tool to get all your work on a timeline, but not all Gantt charts are the same. ProjectManager’s Gantt chart project view lets you to filter for the critical path without any complicated calculations. You see what is essential, and what you can skip, if time and money become an issue.

ProjectManager Gantt chart

Set Baselines to Track Progress

Once the schedule is completed, you can set a baseline. This captures your planned effort around tasks, resources cost and more. That means, once you start to execute your plan, you can compare the actual effort to your planned effort to make sure you’re keeping on track.

Baseline section of Gantt chart

Get Real-Time Data from Dashboards and Reports

To keep an eye on progress and performance, use ProjectManager’s live dashboard. It collects data, automatically calculates it and displays it in easy-to-read graphs and charts. Unlike other software, you don’t need to configure the dashboard; it’s up and running from the start.

ProjectManager’s dashboard view, which shows six key metrics on a project

ProjectManager is award-winning software that has everything you need to plan, execute and track your organizational plan. With timesheets, automated notifications and kanban boards, managers get transparency and teams have the autonomy to manage their tasks. See how ProjectManager can help you with organizational planning and take a free trial today.

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Organizational plans: a quick primer (with examples)

Jake Ballinger

Jake Ballinger is an experienced SEO and content manager with deep expertise in FP&A and finance topics. He speaks 9 languages and lives in NYC.

Organizational plans: a quick primer (with examples)

Every finance team needs a strong plan.

But organizational plans cover some broad territory. 

Strategic? Tactical? Contingency?

We're going to clear all that up (or give you a refresher) in this blog post.

But for now:

An organizational plan is where financial forecasts and budgets meet project management and goal-setting.

Let's get into the specifics. 

Jake Ballinger

FP&A Writer, Cube Software

What are organizational plans?

What are the benefits of organizational planning, types of organizational planning.

A 5-step organizational planning process

Conclusion: your strategic plan and organizational plans

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Organizational planning is strategizing and preparing for a business's future successes.

One of the big organizational planning goals is to create strategic and tactical plans to guide the entire organization forward.

The plan can cover an organization's operations, marketing, financials, staffing, etc. Its purpose is to ensure departments collaborate to reach company goals.

Organizational planning allows businesses to anticipate market fluctuations and weather economic change without suffering losses.

A clear roadmap of where the company wants to go better helps to focus its efforts on reaching desired outcomes.

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If your company wants to grow, you need a game plan. This is the essence of an organizational plan.

Establishing and supporting organizational planning has many benefits beyond simply delivering on your company’s ambitions.

These are some of the ways the organizational planning process creates benefits for forward-thinking companies: 

Clear goals for the organization

Organizational planning helps define and set achievable targets for the organization and its teams.

It articulates the company's overall vision , provides a roadmap for how to get there, and creates measurable goals with time frames for achieving them. This built-in clarity gives teams clear and reasonable steps to align their efforts with the organization's larger objectives. 

Organizational planning also creates feedback loops to ensure that teams are making progress toward achieving their targets on schedule. This makes it easier to identify areas needing improvement or resources.

Organizations can ensure they are efficiently working towards their desired outcomes by setting clear goals.

Visibility into gaps or opportunities

Organizational planning breaks down data siloes and creates action plans, allowing the organization to identify areas of improvement or potential growth.

With this visibility, organizations can create better strategies and more clarity into the actions that lead to success.

Better employee morale and productivity

Well-informed and properly motivated employees have higher satisfaction and better retention rates than those without a clear roadmap to success.

Organizational planning allows every team member to see their role in the successful execution of plans and helps them stay engaged in the organization’s mission.

More resilience and agility

Organizational planning helps companies make quick decisions knowing that their goals will remain achievable through challenges.

Different types of organizational planning, such as financial planning, strategy implementation, and risk management, guide teams facing uncertainty or disruption. 

  • Financial planning enables organizations to adjust their budgets according to changes in the market.
  • Strategic implementation provides a practical roadmap for success.
  • Risk management allows businesses to anticipate and mitigate risks before they become major problems. 

By using these different types of organizational planning, companies can adapt quickly to changing conditions and be better prepared for any eventuality.

Better cost savings and optimization

When you know what to do, you’re less likely to spend time and money trying things that may not work.

An organizational plan gives your teams a roadmap for conducting business, resulting in less waste and better outcomes.

This also translates to better profit margins due to the increased spending efficiency of a well-crafted budget and plans. 

Organizational planning covers several different approaches aimed at different facets of the business.

Some organizational planning examples include strategic planning, driver-based planning, and tactical planning.

Each of the below types of planning plays a different role in helping the company, and its team members do what they set out to accomplish.

Strategic planning

Strategic planning is a type of organizational planning focused on setting goals, developing strategies and tactics, and providing resources to get the job done.

It involves analyzing the organization's current situation or creating a vision for the future while considering factors such as external conditions, competitive landscape, customer needs and expectations, resource availability, and other internal considerations. 

Strategic plans are usually communicated in an organizational strategy document that outlines the key objectives and initiatives required to realize these objectives.

They create the larger framework and metrics for success. Teams then execute tactical plans to fulfill the requirements of the broader strategic approach.

Driver-based planning

Driver-based planning is a process of connecting financial plans to strategic and operational activities. It helps organizations to identify, prioritize and track the most critical actions to drive success. 

Driver-based planning incorporates financial goals and operational performance into the plan, allowing for comparing financial data with projected performance. It uses business drivers—core activities that produce results for the business—to build financial models and connect them to operational activities.

Using driver-based planning, organizations remain agile, adapt their plans based on changing conditions, and stay focused on results.

Tactical planning

If strategic planning provides the broad strokes of achieving your organization’s objectives, tactical add minor details.

Tactical planning involves identifying specific tasks and activities that must be done within a given timeframe to ensure overall strategic success. 

A tactical plan is created using information gathered during the strategic planning process and feedback from stakeholders , staff, and external advisors.

These plans are typically drawn up quarterly or yearly, including everything from budgeting to marketing strategies.

Operational planning

Operational plans are like user manuals for every area of your organization, from HR and hiring to financial planning and risk management. They help govern the day-to-day activities of your different business units.

Operational planning defines your organization’s goals and objectives and outlines the steps and procedures for achieving them.

It involves identifying specific tasks to be performed by each area of your business and setting out roles, responsibilities, timelines, and budgets. It's essential for successful organizational performance as it ensures that all processes are cohesive. 

Operational plans provide the framework for managing day-to-day operations while positioning your organization to meet longer-term goals.

A well-crafted operational plan will help keep your team focused and on track to achieve success. 

Contingency Planning

Life happens when you’re making other plans, which is also true of business life. Contingency planning aims to handle precisely those moments in your company’s journey. 

Contingency planning is a type of organizational planning used to prepare organizations for uncertain and unpredictable events.

It’s an important part of any organization's success, as it provides the flexibility and resilience needed to withstand and recover in an ever-changing business environment. 

Contingency planning focuses on preparing for potential risks and responding quickly when they occur, allowing the organization to make decisions confidently in the face of unexpected market changes.

The goal is to reduce disruption, mitigate losses, and ensure the continuity of operations.

Contingency plans typically include strategies for risk management, business continuity, disaster recovery, and crisis management.

Capacity Planning

Planning for future projects requires a keen view of the resources, people, and tools needed to achieve your goals. This is the goal of capacity planning .

It involves understanding the organization's current and future resources regarding personnel, infrastructure, technology, and other capabilities. 

Capacity planning also considers a range of potential scenarios to determine the optimal resource levels needed to handle them. This helps the organization proactively manage resources and avoid potential risks or disruptions.

By increasing its capacity ahead of time, the organization is better prepared to respond quickly and effectively when faced with unexpected events.

Workforce planning

Workforce development is a part of capacity planning, focusing on personnel and organizational structure.

It involves carefully monitoring and analyzing the organization's current and future employment requirements and skill sets. This helps identify talent, skills, or experience gaps that could be addressed through strategic recruitment or training initiatives.

Workforce planning also allows organizations to anticipate potential labor shortages or surpluses and adjust hiring plans to ensure optimal workforce utilization. 

A 5-steps organizational planning process

Every organizational plan addresses different needs but follows a repeatable pattern for success. Plan your next organizational strategy using the following steps:

1. Define your goals

Outlining your goals is essential to ensure you understand the challenge and have the resources and capabilities to solve it.

Allocate time for your team to discuss the most critical objectives and prioritize them accordingly.

Once your organization's main objectives are determined, you can start breaking down the tasks needed to achieve them into smaller, more manageable steps. 

2. Analyze your current process

Understanding your current organizational practices helps you decide on actions for future improvement.

Depending on the size of your organization and the complexity of its processes, conducting a thorough examination may require additional research and data analysis.

3. Seek stakeholder input

Soliciting input creates different perspectives on your processes and plan.

Through stakeholder contributions, you include valuable perspectives and identify resources.

It also better prepares teams to support the organization and its goals.

4. Develop a plan

Decide the specific, measurable actions departments will take to reach established goals. This includes: 

  • Establishing deadlines
  • Determining roles for key personnel
  • Assigning tasks and activities 
  • Setting project management milestones 
  • Selecting and tracking key performance indicators (KPIs)

5. Measure results

Measuring and tracking KPIs lets you assess your progress and course correct where needed. KPIs provide a means of gauging the success or failure of specific actions. They can be used to inform and direct future strategies.

Organizations can make more informed decisions and stay ahead of challenges by establishing measurable goals and monitoring performance. Conclusion

Now you know all about organizational plans.

How to make them, how they're categorized, and why you should have them.

And we're big planners here at Cube.

If you're looking to level up your planning in Excel, you should request a demo with Cube.

Cube integrates with your source systems, Excel, and Google Sheets, so it's easy for anybody to get the information they need.

You can plan at a high level with vendor-level financials at your fingertips.

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Organizational planning - this is the basic plan introduced in the company that affects its proper functioning. It is one of the most important parts of a business plan because it organizes the company and its activities. It consists of the systematic creation and updating of plans, based on knowledge about the future, organizing activities in such a way that this plan is implemented and controlling the results, using feedback [1] .

The company's organizational plan should contain information about the company's area of ​​activity - whether its scope is national or international. It should also contain a description of the organizational structure that is or will be in force in the enterprise [2] .

  • 1 Types of Organization Planning
  • 2 Examples of Organizational planning
  • 3 Advantages of Organizational planning
  • 4 Limitations of Organizational planning
  • 5 Other approaches related to Organizational planning
  • 6 References
  • 7 Footnotes

Types of Organization Planning

Four main types of organizational organizations [3] :

  • Financial - the goal of financial planning is to generate more income or increase the company's market share. Also, financial planning can anticipate financial problems and help solve them. An effective financial plan must take into account the actual financial picture of the company, taking into account current financial results and realistically achievable results in the future.
  • Strategic - Strategic planning is about converting the company's vision into goals and tasks to achieve. It not only concerns the enterprise itself but also focuses its attention on the surrounding environment . Good knowledge of the industry , competition , and focus on the strengths and weaknesses of our business activity is very important here. It is also necessary to present the real state of the market and economy of a given country.
  • Contingency - This is called Plan B, which is created by many companies. It assumes conditions and situations that go beyond normality. Thanks to it, the organization minimizes the risk and can avoid potential problems that can be catastrophic. It can save your business from collapsing in times of crisis and help it survive. A good contingency plan should establish realistic scenarios that have negative consequences as well as a solution to the assumed problems.
  • Succession - Succession planning focuses on the managerial human factor. This plan should develop a situation when one of the key leaders leaves the organization, regardless of the reason for this departure. Such a plan should provide for some replacement and solutions that will still enable achieving the assumed goals. The succession plan should also include measures that can prevent any loss of leadership.

Examples of Organizational planning

  • Creating a Vision and Mission Statement: A vision and mission statement is the foundation of any successful organizational planning. It outlines the mission and purpose of the organization, and it serves as a guiding force as the organization moves forward.
  • Developing an Organizational Structure: An organizational structure is the arrangement of different positions and tasks within the company. This includes defining the roles and responsibilities of each position, as well as the relationships between them.
  • Creating an Operational Plan: An operational plan is a detailed plan that outlines how the organization will go about achieving its goals. It includes details such as budgeting, resource allocation, performance metrics, and timelines.
  • Developing a Strategic Plan: A strategic plan is the long-term plan for the organization. It outlines the organization’s direction and how it will achieve its goals in the future.
  • Project Planning: Project planning involves breaking down larger tasks into smaller, more manageable chunks. It also involves creating timelines, assigning resources, and tracking progress.
  • Creating Performance Management Systems: Performance management systems are used to measure and evaluate the performance of employees. This includes setting objectives and goals, tracking progress, and providing feedback.
  • Risk Management: Risk management is the process of identifying, assessing, and mitigating risks that could affect the organization. This includes identifying potential risks, assessing their likelihood and impact, and taking steps to reduce the risk.

Advantages of Organizational planning

Organizational planning has several advantages which are as follows:

  • It helps a company to create an effective and efficient structure for the organization. It allows for the establishment of a clear chain of command, setting of goals and objectives , and allocation of resources .
  • It provides a framework for decision making , which can help to ensure that decisions are made on the basis of accurate data and information .
  • It allows for the development of strategies and policies that will help to ensure the organization's long-term success.
  • It enables the company to monitor progress and make necessary adjustments to ensure that objectives are met.
  • It can help to create a culture of accountability, responsibility and ownership within the organization.
  • It can also help to motivate staff and improve morale by giving them a sense of purpose.
  • It encourages innovation and creativity , allowing the organization to stay ahead of the competition.

Limitations of Organizational planning

Organizational planning can be a useful tool for companies to develop their strategies and objectives. However, there are a few limitations to keep in mind when using it, such as:

  • Lack of Flexibility : Organizational planning is a static process that does not allow for changes or adjustments when needed. This can make it difficult for companies to stay agile and adapt to changing conditions.
  • Limited Resources : It is not always possible to allocate the resources needed to achieve the goals set out in the plan. This can lead to delays or even failure in the execution of plans.
  • Time Consuming : Planning can be a time-consuming process, which can take away from other important activities. It is also difficult to forecast accurately and plan for future events.
  • Unforeseen Events : Organizational planning does not take into account unforeseen events or external factors that can affect the outcome of the plan. This can lead to unexpected results or delays in execution.

Other approaches related to Organizational planning

One of the most important aspects of organizational planning is the creation and implementation of a strategic plan. Other approaches related to organizational planning include:

  • Strategic Planning - This is the process of analyzing the current environment, setting goals and objectives, and developing strategies to meet those goals. It is an ongoing process that requires continual assessment and adjustment.
  • Business Planning - This involves the creation of a business plan, which outlines the business’s goals and objectives, the strategies to achieve them, and the resources needed to do so.
  • Financial Planning - This involves the creation of a financial plan, which outlines the financial objectives, the strategies to achieve them, and the resources needed to do so.
  • Human Resources Planning - This involves the creation of a human resources plan, which outlines the human resources objectives, the strategies to achieve them, and the resources needed to do so.

Organizational planning is an important part of a business plan, as it helps to create and implement strategies and objectives that will lead the business to success. Through strategic, business, financial, and human resources planning, organizations can create the plans necessary to achieve their goals.

  • Bryson J.M. (2018), Strategic Planning for Public and Nonprofit Organizations: A Guide to Strengthening and Sustaining Organizational Achievement . Jossey-Bass; 5 edition.
  • Chikwe J.E., Biriowu C.S. (2018), Strategic planning and firm’s sustainability in turbulent business operating environment: lessons from selected oil and gas industry in nigeria . International Journal of Business and General Management , vol. 7.
  • Gupta M., Kohli A. (2004), Enterprise resource planning systems and its implicationsfor operations function . Technovation, 1-10.
  • Mumford M.D. (2014), The Psychology of Planning in Organizations: Research and Applications . Routledge Taylor & Francis Group.
  • ↑ Bryson J.M., 2018.
  • ↑ Mumford M.D., 2014.

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Six Steps to Creating a “Must-Have” Organizational Plan

Do you have an organizational plan? Everything starts with planning. Whether you want to start a business, grow the business, or simply perform the necessary tasks to keep the business profitable. Without proper planning, all you have is an unfruitful idea.

All business plans require Organizational Planning. It is an integral part of defining your business module and your objectives. For business owners It is extremely important to have an organizational plan in place in order to navigate the daily progress efficiently. It should delineate not only your organizational structure of departments, managers, and staff but also the functions, tasks, and processes they regularly execute.

Your organizational plan should flow from your strategic plan. The strategic plan defines your long-term goals for the business, which can only be accomplished by achieving your organizational plan’s benchmarks.

These concepts may seem highly cumbersome, but let’s take a look at why you need Organizational Planning and how best to manipulate it for your business’s success.

organizational plan

What Is Organizational Planning?

Organizational planning is a process of defining goals for an organization, developing strategies for achieving those goals, and identifying the resources needed to carry out those strategies. It allows organizations to have direction in pursuing their mission and vision. It also assists in identifying risks, setting priorities, and using available resources effectively.

At the same time, organizational planning is an important part of the strategic management process. In this way, it helps organizations make decisions and allocate resources to ensure that they meet their goals. The organizational plan typically includes goals, objectives, strategies, action plans, budgets, and performance measures. It should also include a timeline for completing tasks and a system for monitoring and evaluating progress.

How Effective Organizational Planning?

Organizational planning can become more effective when it is done collaboratively with stakeholders from all levels of the organization. Ensuring that everyone understands the organization’s goals and strategies is important for achieving success. Additionally, different perspectives and insights can be shared to promote a productive dialogue about how everyone can contribute to achieving the desired results.

When done effectively, organizational planning can help organizations become more efficient and effective in achieving their goals. It is a necessary tool for any organization seeking to thrive and grow in the long term.

Types Of Organizational Plans

Organizational plans come in a variety of forms. The most common types are as follows:

  •   Strategic Plan: A strategic plan is an overall long-term plan for the organization, usually covering multiple years. It sets forth the organization’s mission, goals, and objectives and outlines how those goals will be achieved. It is typically developed at the top level of management, with input from all departments.
  •   Operational Plan: An operational plan focuses on day-to-day operations and activities necessary to achieve the strategic goals of the organization. It provides details about how resources will be allocated to support specific tasks and initiatives, as well as timelines for completion and performance metrics to measure progress.
  •   Tactical Plan: A tactical plan is a highly specific and short-term guide to activities that need to be completed to reach an organization’s goals. Usually, department or team leaders create it and lay out how their resources will support the more general strategy.
  •   Budget Plan: A budget plan is a financial document that details how the money will be spent in order to achieve the goals of the organization. It includes both short-term (e.g., monthly or quarterly) and long-term expectations, such as capital investments.

Organizational plans can also include plans for marketing, human resources, risk management, and other areas. An organization’s success depends on its ability to create and adhere to a regularly updated plan. This helps the company stay on track while also being able to anticipate and overcome any issues.

organizational plan

Importance of an Organizational Plan

A comprehensive organizational plan is crucial for the success of any small business . This plan lists all duties, functions, and objectives for a department or area and assigns a responsible person to each task. Additionally, formalizing power structures with designated supervisors creates accountability and clarifies relationships between employees.

Besides, a well-crafted plan is the best way to clearly and concisely communicate what needs to be done by each individual and how it will benefit the company.

Here Are A Few Things You Can Accomplish With A Well-Defined Organizational Plan  

Clarifies the role and function of each staff member.

A clear Organizational Plan helps ensure that every team member understands their precise roles and responsibilities. Having crystal clear roles ensures clarity and understanding about specific tasks. This helps you work more efficiently to finish projects or achieve goals sooner and more effectively.

Shows How The Staff Is Contributing To The Goals Of Your Business

By tracking your employees’ progress, you can better understand how they fit into and contribute to your organization as a whole. This is especially helpful during annual performance reviews or if you ever need to let someone go.

organizational planning business management

Displays Managerial And Team Relationships

An organizational plan is beneficial for figuring out the relationship between management and teams. Each manager can see how every team member contributes to the business, which then helps with knowing who needs more training or support. Additionally, this method is good for revealing employees that can take on a bigger workload.

Can Reveal Gaps, Issues, And Liabilities

The incredible opportunity to track the progress of each task, team, project, and target actually provides insight into any shortcomings as well. Organizational planning helps identify any inadequacies or limitations that may be hindering the growth of your business.

Clarifies The When’s, How’s, And Who’s In Your Processes.

Each member of your business has a strength, unlike others, and can handle specific types of tasks. With proper organizational planning, you can delegate the appropriate tasks at the right time to the most efficient member of the team for elevated output.

It Makes It Quick Work To Know Whom To Turn To When There Is A Problem.

Organizational planning invariably provides a detailed account of everyone’s strengths and weaknesses. Therefore, when you are faced with a difficult situation, you know exactly which member of your team can effectively solve the problem.

Everyone working with you needs to be aware of this information. Define the roles and expectations of your employees, whether entry-level or in management, by posting these responsibilities in a place where everyone will see them, like a bulletin board or internal website. Each team member will be on the same page with the company vision.

organizational planning business management

Six Steps to Create Your Organizational Plan

If you already have an organizational plan, then it is good to verify and update all the necessary information. However, if you don’t already have an organizational strategy, it is not too late to start one now.

Following are the steps for creating your own organizational plan .

  • Pick Your Team – Choose an efficient team based on their skills, strengths, and determination for success.
  • Draw a Chart Showing Your Organizational Structure – Share your company’s progress and the targets you have set for short-term and long-term goals.
  • Drive Out Goals & Objectives – Define the company’s goals and objectives in detail to help them understand the vitality of their roles.
  • List All Tasks and Functions – Predefine team member roles and focus on their tasks and functions so they know what is expected of them.
  • Review Current Business Processes – Go over the business’s current situation so everyone is aware of the current state and how they can contribute to the company’s growth.
  • Compile Findings into Organizational Plan – Invite their input and design an effective organizational plan.

organizational plan

Let us take a detailed look at these steps to create an Organizational Plan.

#1: Drive Out Goals & Objectives

All organizational plans need to include what the business wants to accomplish and how to get there. Clearly, state what you want your business to become – which drives out your goal/destination and the objectives/measurements for reaching it.

Common goals include:

  • internal stability > reducing staff turnover, promoting consistency
  • creativity > inspiring innovation, ingenuity, and improvements
  • uniformity > consistent delivery of goods and services; branding
  • security > protecting data of customers, vendors, and the business
  • quality control > focusing on excellence
  • accountability > identifying who’s responsible
  • integrity > transparency, honesty, fairness
  • rapid delivery of goods > improving turnaround
  • excellent customer service > exceeding expectations
  • efficiency > refinements that lead to optimum operations

goals and objectives

#2: Pick Your Team

While you may prefer to do everything yourself, it is imperative to engage with others when creating a plan for their knowledge, ideas, and perspectives. Every member of your team has strengths, unlike others. Some may be talented with development, while others have an innate sense of design.

You must ensure that each member has a vision for the company and their personal progress that aligns with your drive.

Look at your team and select your key players – that is, those staff members:

  • who understand the current systems, processes, values, and goals
  • who can offer worthwhile suggestions for improvements
  • who can visualize and evaluate the effects that changes may have within the business (as changes typically occur during this process)

This team can lend a helping hand in the future as you work to implement plans for business growth and development.

Note that while most small business owners develop the organizational plan on their own, there may be time, staffing, or deadline constraints that make hiring an outside consultant a better choice.

#3: Review Current Business Processes

Write out each of your processes in detail. Look at what it does and how it does it . Then, list all the functions and tasks it performs as well as who does what.

organizational plan

An often surprising result of this step is you will most likely realize there are differences in how the processes actually work versus how you thought they worked.

This step can be extremely time-consuming and, therefore, is why many small businesses hire a business consultant or business coach . It helps them realize a clear vision of what to expect instead of nurturing a delusion.

Thus a business consultant can actually help you formulate a more substantial and realistic organizational plan and make the necessary changes to accomplish your targets.

#4: List Tasks and Functions

Capture all the tasks and functions that your business is and should be performing. Include those things in your vision that you want the organization to do.

This process should drive out the gaps. You’ll see what is missing: perhaps where your company is lacking key pieces such as documentation, training, or analysis. It can also reveal issues and vulnerabilities (ex. insufficient safety practices or improper workarounds).

Once you have identified the factors hindering the company’s growth, you can look for viable solutions to address them. You can discuss these problems with your team and get their input.

organizational plan

#5: Draw Out Your Organizational Structure

Now would be a good time to draft an organizational structure chart. Map the current progress, your vision, the targets, all the shortcomings, and the viable solutions. Visual aids can help you, and your team determines exactly what needs to be done.

Include all the departments, roles, staff, and reporting structure. Define each section with clarity so each team, and the members consisting of them, are well aware of their responsibilities and their roles.

Simplicity and precision are the keys to defining an effective organizational plan. So you must pay attention to the details without complicating the plan.

#6: Compile Findings into Organizational Plan

The last step is to gather the collected information into one document. To do this, you create designated folders of the collected documents or use some best free personal document organizer .

Everything you have discussed and planned with your selective team should be compiled for posterity. This helps you track the progress of your organizational plan and make necessary updates or changes along the way.

Remember that your organizational plan is a part of your strategic plan for the company. It will be affected by external factors and subjected to change as per current business standards. Therefore you must prepare for such contingencies and leave room for errors or fallbacks.

Share the organizational plan with your entire staff. This might be an excellent opportunity to call a “town hall” or all-staff meeting.

Organizational Planning Examples

Organizational planning is a process in which organizations set out the goals, objectives and strategies that they need to achieve their business objectives. This includes identifying key operational areas, setting performance metrics and developing plans to ensure success.

Some Common Examples Of Organizational Planning Include:

  •   Setting financial targets: Organizations will identify what their revenue and expenses should be and set a budget to stay on track.
  •   Developing workforce plans: Organizations need to identify the roles they require in order to meet their objectives and then develop training programs or recruitment strategies to fill those roles.
  •   Establishing operational procedures: Companies need to establish processes for how tasks will get done so that it will ensure that performance remains consistent and efficient.
  •   Establishing organizational structures : Similarly, organizations need to determine the structure of their teams and divisions, including who is responsible for each area.
  •  Crafting marketing strategies: Companies need to create a plan for how they will reach customers and promote their products or services.
  •   Planning for growth and expansion: Lastly, Organizations need to have an idea of where they would like to be in the future, and develop plans for reaching those goals.

Once the organizational plan is in place, it’s important to review it periodically to ensure that strategies are updated as necessary. Companies need to assess progress against goals, identify areas of improvement and adjust plans accordingly.

The grave importance of an effective organizational plan cannot and should not be ignored.

If you are a new business owner, you can consult professional business consultants to devise a beneficial operational plan for your company. Even if you are a freelancer or a small business owner, an organizational plan goes a long way to help you establish your trade as a force to be reckoned with.

If you have an established business, but you know that there is room to grow and expand, you can start making an organizational plan now. You can use the steps that we have defined and seek professional help from business consultants to expand your company and increase your profits in multifold.

It is never too late to make an efficient and effective organizational plan to elevate and expand your business for betterment.

We hope you find this blog helpful in designing an organizational plan for your business.

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Understanding different types of “Organizational Planning”

Organizational planning can be intimidating if you don’t know the differences between Strategic, Tactical, Operational, and Contingency planning.

In this post, we will cover these four types of organization planning and how they relate to each other. 

Strategic Planning

Strategic planning covers long-term goals with all the necessary resources to achieve these goals. It typically includes a timeframe from 1 to 5 years. 

Also, a well thought out strategic plan considers controllable and non-controllable variables, and how to adjust to them.

Tactical Planning

Tactical planning includes activity and implementation details on how your organization will reach strategic goals (a separate document). Also, tactical planning timeframes are typically short (less than one year). 

Operational Planning

Operational planning entails specific methods, procedures, and standards for different areas of an organization. For example, you would typically have an operational plan for the Marketing department, HR department, IT department, and so on. An operational plan also includes specific objectives and targets, which are then assigned to employees to carry out. 

Contingency Planning

Contingency planning covers alternative courses of action – typically outlining unusual and crisis situations. Rightly so, contingency planning is often associated with risk management, because a good contingency plan will address known and unknown risks.

It is no secret that most high-performance organizations have strong plans in place – from strategic to contingency. And at a minimum, having these plans will ensure that everyone in your organization is rowing in the same direction.

Also, organizational planning often has a positive impact on employees. A company that takes planning seriously has higher job satisfaction because organizational planning provides clear goals and objectives (short and long-term).

Related:   Why is strategic planning important?

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Organizational planning: The ladder to an organization’s success

Learning and Development | 8 Min Read

Organizational planning: The ladder to an organization’s success

Table of contents, what is organizational planning.

Organizational planning is a set of strategies and activities to streamline a business’s day-to-day operations. It includes setting priorities and goals, mapping the utilization of resources and assets, evaluating and modifying the organization’s business path to keep up with the changing environment, and ensuring that all employees/stakeholders work toward a common objective- more extensive organizational success. Organizational planning is among the critical practices necessary to guide a company in the right direction and prevent fatal blunders that could jeopardize business in the long run.

This blog delves deep into the various nuances of the topic, elaborating on the fundamentals, offering a sneak peek into case studies that prove the importance of this business development activity, and highlighting the necessary tools and methods to help you formulate your strategies for success.


Components of an organizational plan

organizational planning business management

A typical organizational plan comprises four key components, each with its sub-components:

  • Workforce planning includes leadership development, high-potential identification and succession planning.
  • Financial planning covers budget decisions and strategic resource utilization across departments.
  • Products and services planning ensures that the organization is at par with industry trends and upgrades catering to the target market’s needs.
  • Expansion planning envisions a sustainable future for the organization across geographies and product lines/offerings.

Workforce planning

Workforce planning is all about analyzing and planning the future of your workforce. As the people-centric part of the organizational plan in business plan, workforce planning comprises three critical elements:

  • Leadership development
  • High-potential identification
  • Succession planning

These elements are vital to the success of other organizational planning components. So, let’s take a detailed look at the way they impact business.

organizational planning business management

1. Leadership development

A leadership culture is one where everyone thinks like an owner, a ceo or a managing director. it’s one where everyone is entrepreneurial and proactive., robin s. sharma.

Leadership development is fundamental to the long-term success of organizations . An effective leadership development strategy helps organizations achieve the following objectives.

a. Achieving business goals: It helps nurture leaders who can acquire new abilities to realign strategies relevant to developing business scenarios.

b. Improving the work environment: Dedicatedly curating behavioral patterns of leaders is imperative to promote a culture of learning and development.

c. Futureproofing: Leadership development helps organizations appropriately adjust to changes in people, procedures and innovation that could influence them in a not-so-distant future.

Areas of focus in leadership development

A positive culture impacts the organization in the long term. Keeping employees updated with workplace technology, providing them greater flexibility and a clear career trajectory, recognition and appreciation all count in building a positive work culture.

Leaders should have astounding vision and instinct about where the market is going, how client inclinations will develop, every bit of product knowledge, its updates and how to impress clients with greater usability.

Organizations and the people within them, particularly the leaders, must constantly re-invent and recalibrate themselves to remain competitive in the industry. Sustaining success does depend on a company’s ability to adapt to a changing environment.

organizational planning business management

2. Succession planning

The Cambridge Dictionary defines succession planning as the “Process of finding suitable people and preparing them to replace important executives in an organization when these executives leave or retire.

Succession planning is a strategic organization planning approach to ensure that necessary talent and skills will be available when needed. It has been identified as a key initiative for addressing several critical human resources issues, including increasing turnover rates, fast-paced changes in work, and a need for a diverse workforce at all levels. With the help of succession planning , an organization recruits superior employees, develops their knowledge, skills, and abilities, and prepares them for promotions into more challenging roles within that organization.

organizational planning business management

3. High- potential identification

High–potential identification refers to assessing and recognizing employees who have the potential to learn fast, grow consistently and do justice to the new roles and responsibilities with which they are trusted. The process helps cut hiring costs, saves time and ensures lasting organizational success with a loyal workforce working more dedicatedly. Therefore, high-potential identification is crucial to the overall organizational plan in business plan.

Financial planning

Financial Planning is estimating the capital required in business initiatives and procedures and determining its competition. It involves framing monetary policies around an enterprise’s procurement, investment and administration of funds.

The objectives of this organizational planning component are to:

  • Determine the total capital requirements during a specific time.
  • Work out how to raise and allocate the required funds.
  • Explore various investment opportunities and formulate a feasible capital expenditure plan.
  • Ensure that the business has sufficient funds to run its operations smoothly.
  • Reduce uncertainties which can be a hindrance to an organization’s growth.
  • Ensure stability and profitability in business.
  • Facilitate growth and expansion programs.

Products and services planning

The products and services section of your organizational plan in business plan outlines your product or service, its need and demand in the market, and how it will compete with other similar businesses.

Products and services planning includes:

  • Key features, advantages and sales/performance of the product/service portfolio.
  • Required upgrades and modifications based on competitor analysis, trends research and market changes.
  • Strategies to improve marketing and boost demand and sales of the offerings.
  • Reasons to launch, relaunch or discontinue specific products/services based on performance/sales data and relevant information.
  • Predictions and the way forward.

Expansion planning

Expansion planning is a futuristic, growth-driven component of the organizational planning process. It helps create a roadmap for product development, market penetration and diversification.

However, you should initiate expansion planning if the business is already successful and profits in its current market. In addition to new product/service launches, this component of an organizational plan could also include strategies to conquer foreign markets.

Why is organizational planning important?

The importance of organizational planning is evident in the way it helps a company uncover approaches to enhance performance . It can, for instance, unveil insights about how to restructure the organization so it can perform to its maximum capacity. In addition, developing new products and expanding operations- a comprehensive strategic organizational plan helps a company react to various circumstances and challenges better.

Planning is choosing ahead of time, what anyone can do. At the point when a manager plans, he anticipates a strategy for the future, endeavoring to accomplish a reliable, facilitated structure of operations aimed at the desired results.

According to the author theo haimann.

The importance of organizational planning extends to how it helps prepare a company to respond to changes in the workplace better. Furthermore, it clarifies the roles, responsibilities and expectations for everyone in the company. Finally, it helps management make sure they’re meeting the determined benchmarks.

Furthermore, organizational planning:

Increases the efficiency of an organization

It focuses on the work and resources of the entire organization, creating a clear and convincing vision that the team and board wish to progress with proper coordination.

Identifies genuine client needs

It involves getting input from clients to guarantee that their requirements are understood and fulfilled. Again, it helps companies expand and enhance their services.

Reveals what not to do

A strategic plan uncovers what an organization needs to quit doing to be more effective and client-focused.

Enables optimum resource utilization

A well-articulated organizational plan shows to the general public, funders and key partners that the company is making the ideal utilization of its assets to the advantage of the clients it serves.

Enhances decision-making

A good organizational plan in business planning reveals what you want to accomplish in the given time frame, what the future holds and what your goals should be.

A robust organizational plan is essential to understanding the:

Infographic 3

Case studies to demonstrate the need for organizational planning

Why did sun microsystems fail.

Java, one of the best programming languages for development, run in more than 3 billion devices in some form, was introduced by Sun Microsystems in 1995. But did you ever hear about the company thereafter?

Well, Sun Microsystems, the computer startup started constructing high-end servers just as the computer revolution was accelerating. Its Java programming language turned into an industry standard just as the internet arrived, helping make Sun an industry monster by the late 1990s. But the dot-com bust wiped out many of its customers and changed the way organizations meet their technology needs.

Former CEO of Sun Microsystems, Scott McNealy’s loyalty to Sun’s hardware culture scammed its software initiatives and eventually, destined the organization for fading into oblivion.

As PCs (Personal Computers) turned out to be all the more capable, fewer clients required Sun’s costly servers and the company spent most of the decade scaling back and saving. With Sun’s fairly estimated worth, only a fraction of what it had been once, Oracle bought the company later.

Software talent is constantly overwhelmed by and made to fill the needs of its hardware rulers. To do what’s depicted above at the right time would have required proactive software leadership inside Sun, someone willing to confront the hardware culture.

McNealy, the one figure who could have given the nod to such an activity, was himself instilled with the hardware culture.

In this case, there was a need for strategic organizational planning to maintain someone at the top position, be it the CEO or other empowered software leaders, aware of the competitors and the changes in the technique an organization needs to work on for success.

The unfortunate case of Motorola

Motorola, the world’s first mobile phone seller dominated the industry in 2003 when it introduced the trendy Razr- one of the largest-selling mobile phones ever. However, the brand failed to focus on futuristic planning around expansion and product upgrades. As a result, it lost its supremacy to competitors like Apple, LG and Samsung.

Strategic planning among the concerned officials of the organization, considering all aspects of transformation around the product/industry, would have made the scenario different.

Types of organizational plans

There are four major types of organizational plans that help pivot a business toward growth. Moreover, each of these plans is interconnected, and the success of one depends on the success of the others.

organizational planning business management

Strategic plans

A strategic plan defines the company’s objectives for a set period and ensures that those objectives align with the organization’s mission, vision and values. It is the foundation for dictating long-term organizational decisions.

organizational planning business management

Tactical plans

These plans are the precursor to strategic planning. Usually devised for a short duration, tactical plans involve several short-term goals that support the related strategic plan. The purpose of tactical planning is to break down the larger strategic plan into actionable chunks, carried out by mid-level managers.

organizational planning business management

Operational plans

Operational plans cover what needs to happen continually, on a day-to-day basis, to execute tactical plans. Operational plans could be single-use or ongoing. While the former could include time-bound marketing campaigns, the latter covers policies for approaching problems, rules and regulations to meet specific objectives, task assignments within a tactical strategy, etc.

organizational planning business management

Contingency plans

Contingency planning covers alternative courses of action for unusual circumstances and crises. Contingency plans suggest a range of possible scenarios and appropriate responses for issues ranging from personnel planning to advanced preparation for unexpected occurrences that could negatively impact the business. For example, organizations may have contingency plans for responding to a natural disaster, malfunctioning software, or the sudden departure of a C-level executive.

Organizational planning process

The steps in an organizational planning process correspond with the four types of organizational plans explained in the previous section. In addition, the method includes effective communication and performance monitoring of every aspect.

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Step 1: Strategize

The strategy stage of organizational planning should include the following steps.

a. Begin with the goals and objectives of the company: Analyze where do you want to be in the short- and long-term. Then, assemble a team to lead the plan’s execution, tracking and progress.

b. Define the company goals and objectives to help everyone understand them and their part in realizing them.

c. Ask questions to review the company’s current position: What processes are in place now? It would allow the workforce to see what they need to do to meet targets.

d. Gather what you’ve collected and put it in a document: Use this to track progress when executing the organizational plan.

Step 2: Translate strategy into tactics and plan daily operations

Based on the strategies formulated in the first stage of your organizational planning, you can create specific tactics and procedures broken down into actionable steps. The latter would help move toward implementing the long-term strategies at constantly.

Prepare a task list with roles for everyone on your team: Then, assign the tasks and ensure the team understands what is expected of it.

Step 3: Communicate the organizational plan to your workforce

If you implement a program without everyone understanding it, you may face problems that could derail the whole idea. Hence, it is vital to call a company-wide meeting to explain your plans’ nuances and predicted success. It is also a great idea to get feedback from those in attendance and fine-tune the details of your plan before executing it.

Illustrate the organizational structure of the plan: Share it with the whole company and keep everyone updated on progress as you hit milestones.

Step 4: Execute the plan

After the communication stage, the plan should be finalized, including the tactical and operational steps. Then, once there is absolute clarity regarding the short-term and long-term goals, you should put all of it to work.

Step 5: Monitor performance and progress

At the end of each short-term goal period, managers should review if they met the targets established in step two. Then, they should submit data-backed reports to C-level executives. Depending on the reviews, you can make necessary adjustments to improve the efficacy of the plans at any stage.

Tips for creating a successful organizational plan

Once you understand the various organizational planning examples, types, processes and objectives, you must familiarize yourself with organizational planning best practices. This section enlists valuable tips to help design and implement an effective organizational plan.

  • Assess the weaknesses and strengths of each department in your business. Find the co-dependencies of departments and plan to resolve deficiencies.
  • Go through the legal weaknesses and strengths of your organization. Find all the possible options to legally tackle the disadvantages and turn them into advantages for your business.
  • Understand current relationships in the market and plan to maintain existing relationships and build new ones.
  • Develop a structural approach to work for higher productivity and employee satisfaction.
  • Predict a growth pattern you want in the long run. Also, align this long-term plan with short-term growth strategies.
  • Define an ideal number of employees in every department and compare it with the current availability of human resources.

Organizational planning tools

Organizational planning tools are the methods used to implement strategies that help improve the various components and phases of the organizational plan. These tools enable an objective and comprehensive approach to the process and strategy.

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Assessment and development centers (ACDCs/ADCs)

ADCs are platforms for conducting advanced professional assessments. They utilize a series of innovative projects , including case study simulations, presentation exercises and various activities to assess leadership styles, motivators and work-oriented personality traits. As a result, they help leaders and potential leaders to improve their efficiency, optimize their strengths and develop their areas of improvement.

Application in organizational planning: Leadership development and hiring, workforce planning, futureproofing, succession planning and performance management.

Psychometric tests

Psychometric tests are essential for measuring cognitive abilities, personality traits, demonstrated behaviors and function knowledge/skills. They generate relevant proof of skills/competencies required for succeeding in specific professional roles and industries. Moreover, they help formulate targeted L&D (Learning & Development) and prepare and initiate the advancement of effective succession planning and administration. They are also efficient in evaluating the productivity and success of current strategies/processes.

Psychometric tests offer advantages like objective information on employee efficiency and behavioral competencies suited to the organizational system.

Application in organizational planning: Talent acquisition, organizational restructuring, IJPs (Internal Job Postings/Promotions), HR (Human Resource) allocation, etc.

Three-sixty-degree feedback

Three-sixty-degree feedback refers to holistic reviews and honest ratings about professionals and professional spaces. A robust 360-degree feedback tool helps strengthen organizational planning by highlighting the strengths, hidden strengths, blind spots and areas of development at every level of the organization.

Application in organizational planning: Leadership assessment , performance management , L&D, strategic planning for various areas of the organization: finances, products and services, expansion plans, etc.

Employee engagement evaluation

An advanced evaluation of employee satisfaction in a company is vital to organizational planning success. Therefore, using an employee engagement evaluation tool enables HR managers, administrators and decision-makers to improve the company’s work culture, environment, people policies, growth initiatives, feedback cycles and a lot more.

Application in organizational planning: Gauging the workforce’s satisfaction with current company structure and policies, career opportunities within the company, employees’ opinions and approaches toward various types of organizational plans, etc., to make improvements based on varied perspectives/experiences/ideas.

The organizational planning process is essential for maintaining order, success, discipline and sustainability in every area of an organization’s functions. It is imperative when it incorporates employees in all departments and at all levels of responsibility, potential, and skills, considering how they fit into the bigger picture.

Originally published April 18 2018, Updated July 11 2022

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D'ipanjenah Ali

About this topic.


Succession planning is a systematic process through which organizations build a leadership pipeline to preserve its future. The process involves identifying and developing potential successors for a seamless transition.

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