Strategy to Action: Plan, Deliver & Review
Bring every plan from the course into one operating plan you can run. Turn multi-year objectives into this year’s priorities, KPIs, deliverables and a realistic timeline; integrate budget, risks, funding, communications and partnerships; then set the review rhythm that keeps the organisation learning and improving.
Part of Course 5 · Sustain & Run · US$29, or all five courses for US$109.
You create: Organisation Operating Plan
10 lessons and reviews · about 3.3 hours including exercises.
Every lesson has a short video, the written explanation with examples, a guided exercise that saves into your organisation pack, and a sheet in the Strategy to Action workbook.
Begin this module →Your lesson sequence
- 13.1From strategy to annual plan
- 13.2Organisational KPIs and targets
- 13.3Deliverables and acceptance
- 13.4Ownership and capacity
- 13.5Milestones and dependencies
- 13.6Build your work plan and Gantt
- 13.7One plan: budget, risks, funding, communications and partnerships
- 13.8The performance review rhythm
- 13.9Annual review, strategy refresh and health check
- 13.10Your Organisation Operating Plan
Strategy to Action workbook
Module-13-Strategy-to-Action.xlsx · included with the course. Sheets: Objectives, Annual plan, KPIs, Results, Capacity, Tasks, Integration check, Review rhythm, Health check, Reviews.
Sheets named after a tool use that tool’s columns, so the workbook can be imported into the Impact Tools without retyping. The file is being prepared and will be available to course purchasers.
Tools for this module
Each tool is the live version of work you draft in this module. They are optional; the course and its Excel workbook are complete on their own.
- Strategy, KPIs & Annual Planning — Turn objectives into KPIs with targets and dated results, an annual plan with owners, dates and budget, and quarterly reviews that record decisions. Excel round-trip with the Module 13 workbook (Objectives, KPIs, Annual plan and Results sheets). Lessons 13.1, 13.2, 13.3, 13.4, 13.7, 13.8
- Gantt & Project Planner — Plan objectives, activities, tasks and milestones on one timeline with owners, dependencies, progress and budget. Excel round-trip with the Module 13 workbook (Tasks sheet), and imports your annual plan. Lessons 13.5, 13.6
- Meetings, Actions & Decisions — Prepare agendas, record minutes and decisions, assign actions, and export a clear record of what was agreed. Lessons 13.8
- Strategic Objectives — Build separate external and internal strategic objectives, with actions, owners, progress and review decisions. Lessons 13.9