Collaboration Plan Template

Create effective collaboration to achieve your goals faster! Streamline communication, manage risk, and document progress.
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Collaboration Plan Template

What is a Collaboration Plan?

A collaboration plan is a strategy used to coordinate and execute tasks between multiple stakeholders in order to achieve a common goal. It outlines roles, objectives, priorities, and resources in order to ensure projects are completed on time and within budget. Additionally, it provides a clear roadmap for communication, decision-making and problem solving.

What's included in this Collaboration Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Collaboration Plan template for?

This Collaboration Plan template is for teams across industries to create a plan to collaborate effectively on projects. It provides a framework for them to identify focus areas, objectives, and key performance indicators (KPIs) to measure progress, as well as actionable projects to reach their targets.

1. Define clear examples of your focus areas

Focus areas are overarching topics that you'd like to address. This could include anything from effective communication to risk management to project documentation. Defining focus areas will help you and your team determine what objectives need to be met and the actionable projects that need to be completed to achieve them.

2. Think about the objectives that could fall under that focus area

Objectives are the goals that need to be met in order to complete a focus area. It’s important to set objectives that are SMART - specific, measurable, achievable, realistic, and timely. Examples of some objectives for the focus area of Effective Communication could be: Establish clear communication channels, and Streamline communication across teams.

3. Set measurable targets (KPIs) to tackle the objective

Key performance indicators (KPIs) are measurable targets used to track progress and determine success. For example, for the objective “streamline communication across teams,” a KPI could be to increase team collaboration efficiency by 75%. Setting KPIs will help your team measure progress and determine if objectives are being met.

4. Implement related projects to achieve the KPIs

Projects (also known as actions) are the initiatives that need to be completed in order to reach the objectives and KPIs. For example, for the objective “streamline communication across teams,” an action could be to implement tools to facilitate collaboration.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform helps teams create and execute strategic plans quickly and effectively. With an intuitive interface and powerful tools, teams can easily define objectives, set measurable targets, and track progress in real time. Utilizing Cascade will help teams see faster results from their collaboration plans.

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Collaboration Plan Template
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