Organizational planning: Types and steps of the organizational planning

Organizing your business is a lot like drawing a map of your journey. You need to know where you’re going if you want to compete. Exactly what is organizational planning, and how does one go about doing it successfully, becomes the next issue. So, let’s learn about all this right here.

What is “organizational planning?”

An organization’s purpose, objectives, and tasks are all specified as part of the process of organizational planning, which also involves breaking down those goals into smaller, more manageable pieces.

Strategic planning is the most critical of the three stages of planning since it encompasses all of the steps that came before it.

The strategic, tactical, operational, and contingency stages make for a sound organizational strategy. Strategic planning is the most critical element in the planning process since it encompasses all of the other phases.

Various Types of Organizational Planning

  • Strategic Planning

A company’s total image is reflected by its strategic plan. You must ensure that your business’s goals are aligned to your values, whether they are one year or 10 years in the future, regardless of how long those goals are in place. However, some smaller organizations choose to include all of their employees in the strategic planning process, especially when it comes to purpose, vision, and values.

  • Operational plans

In order to carry out tactical plans, a wide range of daily actions known as “operations” must be carried out. Operations plans might contain work schedules as well as the policies, rules, and laws that create standards for workers, as well as particular job assignments that connect to the tactical strategy’s objectives, such as a system for recording and resolving work absences Policies, rules, and regulations for personnel may also be included in operational plans.

  • Contingency

Contingency plans are in place in the case of a disaster or an unforeseen situation. Organizations need contingency plans that include a broad range of possible situations, from people planning to advanced preparations in the event of an external event that might have a negative impact on the organization.

A company’s contingency planning may include, among other things, preparations for natural catastrophes, software malfunctions, and the sudden retirement of a C-level executive.

  • Tactical

A company’s tactical strategy outlines the specific steps it will take to carry out its strategic goal. Tactics are short-term goals that are usually fulfilled within a year and are meant to complement the long-term goals of a company’s strategic succession planning.

When it comes to tactical plans, middle managers are often responsible for creating and monitoring them. This includes things like the planning and implementation of a marketing campaign.

Organizational planning steps

There are five steps in the organizational planning process, and each one should be done many times. This framework includes all of the stages of strategic, tactical, operational, and contingency planning.

  • Develop a company-wide strategic plan

These are some of the measures followed in the beginning stages of the project.

  • Analyze the mission, vision, and core values of your company.
  • Information about your company, such as sales department performance indicators, should be obtained.
  • Using SWOT analysis, you can identify your company’s advantages and disadvantages as well as potential growth prospects and threats.
  • Consider your purpose, vision, values, data, and SWOT analysis while developing broad goals.
  • The strategic plan should be broken down into a number of tactical steps.

The time has come to devise long-term tactical plans. Helping out by inviting intermediate managers to help with the following tasks:

  • A sales quota is a good example of a short-term goal that is connected with the company’s strategic plan.
  • To guarantee that both strategic and tactical goals are met, a system for measuring goal achievement should be devised. CRM reports should be prepared every quarter and provided to the CEO to check that sales are fulfilling their goals. For example.
  • A data breach might cause the sales team’s customer relationship management system (CRM) to collapse, therefore it’s important to have contingency measures in place.
  • Make a daily schedule and stick to it

Operational plans are the processes that determine how each employee spends his or her working day. Middle managers and their subordinates are generally accountable for these plans. For example, a sales representative’s operational strategy is the method they employ to find, nurture, and convert a lead into a customer.

A sales department’s tactical aim, which in this instance is to reach a sales quota, may be achieved in part via the use of work schedules, processes for customer care, and GDPR regulations that safeguard the personal data of potential consumers. This makes them operational plans by definition.

Setting goals and objectives for each employee to work toward over a certain period of time is essential in this phase. Managers may choose to develop their own plans, such as work schedules.

On the other hand, individual activities that are part of a sales plan may need the involvement of the whole team. Setting goals and objectives for employees to work toward over a certain period of time is also necessary for this phase.

  • Execute the strategies that have been devised

Putting plans into action is now essential. Activities carried out on a day-to-day basis (as stated by operational plans) should ideally help to attain tactical goals that help to attain overarching strategic goals.

  • Continue to monitor progress and make changes as necessary

Without periods of reflection and modification, there is no final plan. At the end of each quarter or throughout the short-term goal period, middle managers should review whether or not they have fulfilled the benchmarks established in step two and deliver data-backed reports to C-level executives.

For example, the head of the sales department may run a report to evaluate whether a new technique for managing the sales funnel helped the team fulfill its quota targets or not.

The marketing team will conduct an investigation into whether or not the marketing team’s efforts to optimize advertising and landing pages generated a particular amount of leads for the sales department.

As a consequence of these evaluations, your organization may need to alter its strategic, tactical, or operational strategies. If a sales team fails to meet its quota, the management may decide to alter the operational strategy for the sales funnel.


A company’s long-term success depends on its ability to effectively organize its operations.

Despite the fact that planning your company’s future is a time-consuming and challenging task, it is essential to its success. An important benefit of regular planning and evaluation is that it makes the process seem more natural and intuitive.


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