An operational plan is a document that outlines company goals and how you plan to achieve them.
Remove friction from the planning process by organizing everything in Notion
Create an operational plan in Notion that’s as unique as your organization. Our platform’s flexibility means you can customize your goals and tasks of all sizes in a way that best meets your team’s needs.
Notion’s tools serve your plan by helping you focus on:
Clarity — outline a transparent pathway to your goals.
Collaboration — create a shared document everyone can access and edit.
Prioritization — organize tasks by priority, date, and category.
How to create an operational plan with Notion
Sign up for Notion and invite your team.
Create a database in an existing page by typing
/database. Or, select
Tableand click on
Populate the database with knowledge and tasks.
Assign custom properties and owners.
Follow these steps to write an operational plan:
Define your strategic goals and objectives over the short and long term
Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
Determine what resources you need.
Outline the steps needed to reach your goals, including a timeline
Assign responsibilities across teams
Monitor progress and adjust your plan as you go
Examples of business operational plans include everything from daily tasks to organizational goals. Here are some types of plans:
Daily (or day-to-day) operations plans
New product plans
An operational planning tool is a software product (like Notion) that helps organizations create, manage, and execute operational plans. It can help you increase efficiency, collaboration, and clarity, making it easier to reach your organizational goals.