In the previous article, we were in the midst of writing the Plan when time and space ran out. What follows now will complete the collective effort with an outline of the Plan. This should simplify putting the plan together which sometimes can seem much more complicated than it is.
General Format:
1) Don't make your format something more complicated than your organization is. Be true to your culture, values, and preferences.
2) In larger organizations, the draft may go outside the company to financial institutions, attorneys, or investors. If so, organize it such that confidential information can be eliminated.
3) Do have an Executive Summary - Not everyone is as close to the Plan as the Team.
4) Include a Historical Essentials section describing how the organization got where it is currently.
5) Mission, Vision, Values.
6) Goals & Strategies agreed upon during the process.
7) Action Planning with time lines.
8) Description of the process - This is the basic "who, what, why" information along with lessons learned.
9) Financial Planning - Funds & resources needed.
10) Operations Plan - Activities to be accomplished over time.
11) Budget Reporting - Previous & next year's expenditures & income.
12) Approval Process
13) Monitoring & Evaluation of Plan - Who's responsible for what & how frequently.
14) Communication of Plan - How is this done, who gets it, and which parts?
This is only a general outline, however, following this (hopefully) flexible outline should take the formality and guesswork out of the exercise, and take any pressure off those who may be vulnerable.
We are near the end; Final Plan Approval is next!
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