Compilation and Organization of These
Slides by: Abdul Rauf
1. What’s Organizational
An organizational plan is basically a
“to do” list for an organization. It lists
out the plan of work, programs, and
organizational growth over a period of
time - six months, a year, a five years.
Planning helps an organization chart a
course for the achievement of its
A plan can help you:
Set priorities for your work
Make sure tasks get done on time
Focus on one thing at a time
Share work among staff, board members
Make your goals clear to funders
Get a handle on big projects by breaking
them down into smaller tasks
See the big picture of what your
organization is doing
2. How to Plan?
Decide On Categories
Plan a Schedule
2.1 Decide On Categories
First, think about all the work that your
organization does, and list out the general
◦ Community Outreach,
◦ and so on. ..
(Some big categories might be split up)
2.2 Set Goals
Second, make sure the goals for your
work in each category are clear.
Ask yourselves, “Where do we want
to be with this work in a year or two or
Example: Fundraising: Raise $8000.
2.3 Set Tasks
Next, discuss each goal and talk about all
the tasks that need to be done to achieve
At this point, they don’t have to be in order.
Some will be more specific than others; the
more specific the better, in general.
You may not know how to reach some
goals, yet; it’s fine to have a task list that
“Get fundraising training. Create fundraising
plan and schedule. Carry out plan.”
2.4 Plan a Schedule
Make sure that all the tasks are listed,
Then draft a schedule for the tasks—
either when they will be completed, or
(for ongoing tasks) when they will
The goal is to set a schedule that is
challenging but realistic.
Assign responsibilities by asking people to
volunteer to be responsible for goals or
If nobody is willing to volunteer for a
particular task, ask the group if it is really
necessary to do it. If the group decides
that it is, try to break it down into smaller
tasks that might be easier to take on.
Brainstorm other individuals and
organizations that can provide
support, assistance or advice in
helping you carry out particular tasks
or achieve general goals.
Get support from other stakeholders
like government departments etc.
2.7 Follow through
Come up with a plan to check in
Support and encourage people as they
carry out their tasks.
This may mean choosing one person to
regularly check on the status of different
tasks, or it may be part of reporting back
2.8 Plan Evaluation
Finally, set a time to revisit the whole
plan as a group to evaluate how things
are going and revise assignments and
This may be a few months or half a
year in the future.
3. Various Types Of Plans
• Help to prepare for the growth & assimilate
additional resources into the company.
• As your business grows, your performance
metrics will need to change to reflect your
• Keep the HR department updated on
personnel projections, human resources group
needs to continually acquire resumes.
• Keeping your financing options available for
your company can be an important part of the
growth of your company
Types of Organizational Plan
4.1 Operational Plans
The specific results expected from
departments, work groups, and individuals
are the operational goals.
These goals should be precise and
◦ “Process 150 sales applications each week” or
“Publish 20 books this quarter” are examples of
An operational plan is one that a manager
uses to accomplish his or her job
responsibilities. Supervisors, team leaders,
and facilitators develop operational plans to
support tactical plans.
4.2 Tactical plans
A tactical plan is concerned with what the lower
level units within each division must do, how they
must do it, and who is in charge at each level.
Tactics are the means needed to activate a
strategy and make it work.
Tactical plans are concerned with shorter time
frames and narrower scopes than are strategic
These plans usually span one year or less
because they are considered short‐term goals.
Long‐term goals, on the other hand, can take
several years or more to accomplish. Normally, it
is the middle manager's responsibility to take the
broad strategic plan and identify specific tactical
4.3 Strategic Plan
A strategic plan is an outline of steps designed
with the goals of the entire organization as a
whole in mind, rather than with the goals of
specific divisions or departments.
Strategic planning begins with an organization's
Strategic plans look ahead over the next two,
three, five, or even more years to move the
organization from where it currently is to where it
wants to be.
Requiring multilevel involvement
Top‐level management develops the directional
objectives for the entire organization
Lower levels of management develop compatible
objectives and plans to achieve them.
4.4 Start-up Plans
The start-up plan is the stepping stone of
In this plan, the incorporator of the
business analyzes the financial viability
of his proposed venture.
Startup Plans Include:
◦ The proposed product
◦ Its market of operation
◦ The team of individuals who would assist him
in his venture
◦ The finances of the business and their mode
4.5 Corporate Plans
These plans are also known as
strategic plans. These plans are
drawn with the intent of analyzing
whether or not the company’s
resources are being utilized optimally.
As there are often several ways in
which a chore can be performed,
corporate plans highlight the most
feasible and profitable one.
4.6 Growth Plans
Whenever an organization is looking in the
direction of expansion, it formulates a growth
This plan is very similar to a start-up plan.
Through this plan, the company determines
whether or not it can spread its wings further.
The company here analyzes its
4.7 HR Plans
These plans are chalked out by the
human resources department to
obtain the right number of employees
with the right skills for the right places
at the right time.
Through the implementation of this
plan, all the departments of the
company should have the optimum
number of personnel required.