Shared Services Plan Template

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Shared Services Plan Template

What is a Shared Services Plan?

A shared services plan is a strategy used by organizations to manage their shared services. It is a systematic plan of action that is used to outline objectives and measures in order to achieve specific goals. The plan should be tailored to the organization's needs and goals in order to ensure that it is effective and efficient. This type of plan typically includes focus areas, objectives and key performance indicators (KPIs), projects, and measures for success.

What's included in this Shared Services 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 Shared Services Plan template for?

This shared services plan template is designed for organizations of all sizes and industries that are looking for a way to create a plan to manage their shared services. The template allows organizations to define their focus areas, set measurable targets, implement related projects, and see faster results from their strategy.

1. Define clear examples of your focus areas

Focus areas are the general categories that you want to focus on in your shared services plan. Examples of focus areas could include streamlining shared services, automating shared services, and enhancing shared services. Each focus area should have its own set of objectives, key performance indicators, and projects to help achieve the desired results.

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

Objectives are the goals that you want to achieve with your shared services plan. Objectives should be specific and measurable, and should be related to the focus area that you have chosen. For example, if you have chosen the focus area of streamlining shared services, your objectives could include facilitating collaborative processes and improving data security.

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

Key performance indicators (KPIs) are metrics that you can use to measure the success of your objectives. Examples of KPIs could include reducing data loss, increasing automation efficiency, and reducing the error rate. It is important to set measurable targets for each KPI so you can track your progress and make adjustments as needed.

4. Implement related projects to achieve the KPIs

Projects (or actions) are the steps that you will take to achieve the desired results. Each project should have a specific goal, such as implementing a robust data encryption system to improve data security, or establishing an internal collaboration platform to facilitate collaborative processes. It is important to choose projects that are related to the objectives and KPIs that you have set.

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

Cascade Strategy Execution Platform helps organizations create, manage, and monitor their shared services plans. The platform enables organizations to quickly and easily define objectives, set measurable targets, and implement projects. Using Cascade Strategy Execution Platform allows organizations to get faster results from their shared services plans.

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