Operating Plan

11C. The Project Plan

Now that we have the full scope of the project plan it is time to put it all together. It is in this section that, is typically not required for a simple and small business plan. It is a good exercise in understanding and developing a full scope of what needs to be done. A Great way is to utilise software, however you can a standard spreadsheet is more than enough to mimic a programme. Smartsheet’s offers some templates for various operational plans which are a great resource to fill out.

Typically, you need to outline the information you outlined above, the individual responsible for it, brief description of the task, the task name, the budget, the timeline, the start date, and the priority level. And you continue row by row. It is also a great way to incorporate a GANTT chart as well in each line, for each task.

Then for your employees and yourself, a great way to stay organised is with a KANBAN table which outlines the tasks that are not currently started, in progress, in review, completed. As well as a sticky row for each section sort of like below.

The first column, Not Started, relates to tasks currently not being worked on. In progress, means those tasks currently being worked on. In review, are the tasks that have been completed, but currently being reviewed for errors. Finally, completed are projects that are completed.