Organizational Plan Template

Create a structured plan for the success of your organization. Get organized, set goals, and measure progress.
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Organizational Plan Template

What is an Organizational Plan?

An organizational plan outlines the structure, roles, and governance of an organization. It is designed to help organizations of all sizes and industries create a plan that clearly outlines their goals and objectives, as well as how to achieve them. It is also a great way for organizations to plan for the future and stay organized.

What's included in this Organizational 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 Organizational Plan template for?

The organizational plan template is for businesses of any size and any industry. It is designed to help organizations create a plan that outlines their organizational structure, roles and responsibilities, and governance. It is also a useful tool for organizations to stay organized and plan for the future.

1. Define clear examples of your focus areas

A focus area is a broad topic that an organization focuses on in order to achieve its objectives. Examples of strategic focus areas that could fall under a Organizational Plan could be: Increase Operational Efficiency, Increase Customer Satisfaction, and Increase Employee Satisfaction.

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

Objectives are measurable outcomes that an organization seeks to achieve within a certain focus area. Objectives should be specific and actionable, and should be able to be measured against a target in order to evaluate success.

Examples of some objectives for the focus area of Increase Operational Efficiency could be: Reduce Shipping Wait Time, and Increase Efficiency of Customer Service.

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

Key performance indicators (KPIs) are metrics that can be used to measure the success of an organization’s objectives. KPIs should be specific, measurable, achievable, relevant, and time-bound (SMART). Examples of KPIs could include a reduction in shipping wait time, or an increase in customer response times.

An example of a KPI for the focus area of Increase Operational Efficiency could be: Decrease Avg Shipping Wait Time.

4. Implement related projects to achieve the KPIs

Projects (or actions) are initiatives that are designed to help an organization achieve its objectives. Projects should be specific, and should be designed to help achieve the KPIs set for each objective. Examples of projects could include streamlining the shipping process, or automating the customer service process.

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

Cascade Strategy Execution Platform is designed to help organizations create, implement, and track progress on their organizational plans. It is designed to help organizations quickly and easily create and manage their organizational plan, as well as measure and track their progress towards their objectives and KPIs.

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