Create and share an operational plan to unite your team

An operational plan is a document that outlines company goals and how you plan to achieve them.

Remove friction from the planning process by organizing everything in Notion

Create an operational plan in Notion that’s as unique as your organization. Our platform’s flexibility means you can customize your goals and tasks of all sizes in a way that best meets your team’s needs.

Create and share an operational plan in a connected workspace

Notion’s tools serve your plan by helping you focus on:

  • Clarity — outline a transparent pathway to your goals.

  • Collaboration — create a shared document everyone can access and edit.

  • Prioritization — organize tasks by priority, date, and category.

Create and share an operational plan in a connected workspace

How to create an operational plan with Notion

  1. Sign up for Notion and invite your team.

  2. Create a database in an existing page by typing /database. Or, select Table and click on database.

  3. Populate the database with knowledge and tasks.

  4. Assign custom properties and owners.

Create and share an operational plan in a connected workspace
A screenshot of Notion's mobile app
A screenshot of Notion's mobile app

Experience the power of a connected workspace

Bring your documents together in a sharable hub.


How do you write an operational plan?

Follow these steps to write an operational plan:

  • Define your strategic goals and objectives over the short and long term

  • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats

  • Determine what resources you need.

  • Outline the steps needed to reach your goals, including a timeline 

  • Assign responsibilities across teams

  • Monitor progress and adjust your plan as you go

What are examples of types of operational plans?

Examples of business operational plans include everything from daily tasks to organizational goals. Here are some types of plans:

  • Daily (or day-to-day) operations plans 

  • Marketing plans

  • New product plans

  • Strategic plans 

  • Action plans

What is an operational planning tool?

An operational planning tool is a software product (like Notion) that helps organizations create, manage, and execute operational plans. It can help you increase efficiency, collaboration, and clarity, making it easier to reach your organizational goals.