Annual Operating Plan
The working plan for a year, turning strategy into department targets, resourcing, a budget, key milestones, and governance and reporting.
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What’s Included in This Resource
Every resource on The Office File provides a complete toolkit rather than an empty, unhelpful document shell:
- Editable Microsoft Word (.docx) template (187 KB)
- Printable PDF version (228 KB)
Sample included: Example: Annual Operating Plan in use. A completed Annual Operating Plan for a fictional company, showing company targets, department plans, a budget by department, and a monthly profile.
How to Use This Template
Follow these practical steps to customize and roll out this procedure with your team:
1. Download and choose your design
Download the Annual Operating Plan template in the design that suits your business, then open it in Microsoft Word.
2. Replace every blue field
Type your own details over each blue [field] until no blue remains, working through the sections in order and adding or removing table rows to fit your needs.
3. Check the figures and owners
Check that the department targets add up to the company targets, that joiners and leavers reconcile with the end-of-year headcount, and that the quarterly budget profile totals to the annual budget.
4. Approve and circulate
Delete the instruction paragraph at the top, select all (Ctrl+A) and set the font colour to the same dark colour throughout, then get the plan signed off and share the finished document.