Team Plan Template

Create a plan to build better teams. Get organized & collaborate with our Team Plan Template.
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Team Plan Template

What is a Team Plan?

A team plan is a strategic plan that outlines the goals, objectives, and action items to help a team achieve its desired outcome. It’s an essential tool to keep teams focused, organized, and on the same page. The team plan template helps managers and team leaders create a plan for team building, collaboration and goal setting so teams can work in sync and reach their objectives efficiently.

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

The Team Plan template is designed for managers and team leaders in various industries looking to create a plan for team building, collaboration, and goal setting. This template provides a clear and concise structure to help team leaders create an actionable plan with defined objectives, focus areas, and KPIs.

1. Define clear examples of your focus areas

Focus areas are the main categories of objectives that a team wants to achieve. Examples of focus areas could be increasing collaboration, improving communication, setting team goals, and increasing team performance. It is important to have a clear and concise definition of each focus area in order to establish objectives and action items.

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

Objectives are the specific goals that a team wants to achieve. They are the specific initiatives that need to be completed in order to reach the broader focus area. For example, under the focus area of increasing collaboration, objectives could include improving communication and increasing team engagement.

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

KPIs are Key Performance Indicators that measure the progress of the objectives. They are measurable targets that help track the performance of the team and how close they are to achieving the objectives. For example, with the objective to increase team engagement, the KPI could be “increase average team attendance”.

4. Implement related projects to achieve the KPIs

Projects are the action items that need to be taken in order to achieve the KPIs. These are the initiatives that need to be completed in order to reach the targets set in the KPI. For example, to reach the KPI of “increase average team attendance”, a project could be to “implement team meetings”.

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

Cascade Strategy Execution Platform is an all-in-one strategy execution platform designed to help teams reach their objectives faster. It provides an easy to use workspace to manage teams, objectives, focus areas, and action items. The platform is designed to help teams stay organized, collaborate better, and measure progress in real-time.

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Team Plan Template
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