WorkPlan
The purpose of the Work Plan Template is to break down the goal setting process into smaller, more actionable steps. This template helps with outlining what is needed to accomplish each goal (collaboration, resources, due date or frequency, anticipated obstacles and solutions). The goals can be listed first and then ranked in order of priority in the 1st far left column. Two examples of a completed work plan for one goal are included below.
REMEMBER:
Use SMART goal setting: Specific, Measurable, Attainable, Relevant, and Trackable & Time Bound
Ensure that goals are linked to one of the 4 R.H. Smith School of Business strategic goals, in addition to the department’s strategic plan and goals.
Track progress made throughout the year to stay on target with both work and professional development goals.
WORK PLAN TEMPLATE EXAMPLE #1
Rank
#
Goal & Sub Tasks
Collaboration Needs
Resource Needs
Date Due or
Frequency
Anticipated Obstacle
Solution
Progress Made
1.
Goal
To be more organized and help department stay on budget by reconciling receipts and expenses monthly and annually.
Sub Tasks
Create budget binder with tabs for each member of the department.
Review expenses from last year to agree upon budget categories.
Create a tab for each department member.
Develop Excel spreadsheet with budget categories.
Each staff member gives me receipts and expense report using university and Smith School policy copies by the 3rd Tuesday of each month.
Binder, tabs, ruler, marker, Excel spreadsheet.
Time during a department meeting to review the budget categories and process with the staff.
4th Tuesday of each month.
Complete binders by 6/3/11.
Not receiving expense reports and receipts on time from staff members.
Set up electronic reminder on calendars for each staff member for the Thursday prior and on the due date.
WORK PLAN TEMPLATE EXAMPLE #2
Rank
#
Goal & Sub Tasks
Collaboration Needs
Resource Needs
Date Due or
Frequency
Anticipated Obstacle
Solution
Progress
REMEMBER:
Use SMART goal setting: Specific, Measurable, Attainable, Relevant, and Trackable & Time Bound
Ensure that goals are linked to one of the 4 R.H. Smith School of Business strategic goals, in addition to the department’s strategic plan and goals.
Track progress made throughout the year to stay on target with both work and professional development goals.
WORK PLAN TEMPLATE EXAMPLE #1
Rank
#
Goal & Sub Tasks
Collaboration Needs
Resource Needs
Date Due or
Frequency
Anticipated Obstacle
Solution
Progress Made
1.
Goal
To be more organized and help department stay on budget by reconciling receipts and expenses monthly and annually.
Sub Tasks
Create budget binder with tabs for each member of the department.
Review expenses from last year to agree upon budget categories.
Create a tab for each department member.
Develop Excel spreadsheet with budget categories.
Each staff member gives me receipts and expense report using university and Smith School policy copies by the 3rd Tuesday of each month.
Binder, tabs, ruler, marker, Excel spreadsheet.
Time during a department meeting to review the budget categories and process with the staff.
4th Tuesday of each month.
Complete binders by 6/3/11.
Not receiving expense reports and receipts on time from staff members.
Set up electronic reminder on calendars for each staff member for the Thursday prior and on the due date.
WORK PLAN TEMPLATE EXAMPLE #2
Rank
#
Goal & Sub Tasks
Collaboration Needs
Resource Needs
Date Due or
Frequency
Anticipated Obstacle
Solution
Progress