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Jul 3rd, 2018. 2 min read
Snapshot View of our Organizational Work Plan
This template is the highest level of our organizational work plan providing an at a glance view of our annual objectives and the strategies/metrics tied to those objectives to our entire staff, as well as a modified RACI to ensure we are clear about who is accountable for the work.
Getting started tips
This template works well as part of your annual performance planning process, providing the foundation for departmental and individual work plans. We decided what our overall objectives for the year were and then narrowed down the strategies and metrics we would need to accomplish those objectives, as well as determining accountability.
"For a small, but cross-functional nonprofit like ours, the transparency that comes from everyone seeing our shared objectives, strategies and metrics is a game-changer. "
Sarah Haberberger
Why we love this template
We love this template for a couple of reasons - radical transparency, the ability to create a 'living' organizational plan that evolves throughout the year, clearly delineating responsibility and accountability for our work, and its use as the foundational piece of our organizational, departmental and one-on-one meetings between leaders and their direct reports.
Without this template I would
Without this template, I would make a lot of Excel spreadsheets that don't get used to manage our performance. I would also not have a tool that drives meetings at all levels. Not be able to communicate at a glance to staff and volunteers where we are at against a particular objective, strategy or metric.
Hi I'm Sarah Haberberger from UWGKC and this was my story
Hi I'm Sarah Haberberger from UWGKC and this is my story, check it out
Organizational Work Plan FY 19