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What Is an Implementation Plan? (Template & Example Included)

What Is Project Implementation?

Project implementation, or project execution, is the process of completing tasks to deliver a project successfully. These tasks are initially described in the project plan, a comprehensive document that covers all areas of project management. However, a secondary action plan, known as an implementation plan, should be created to help team members and project managers better execute and track the project .

What Is an Implementation Plan?

An implementation plan is a document that describes the necessary steps for the execution of a project. Implementation plans break down the project implementation process by defining the timeline, the teams and the resources that’ll be needed.

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Implementation Plan Template

Use this free Implementation Plan Template for Excel to manage your projects better.

Implementation Plan vs. Project Plan

A project plan is a comprehensive project management document that should describe everything about your project including the project schedule, project budget, scope management plan, risk management plan, stakeholder management plan and other important components. An implementation plan, on the other hand, is a simplified version of your project plan that includes only the information that’s needed by the team members who will actually participate in the project execution phase, such as their roles, responsibilities, daily tasks and deadlines.

Project management software like ProjectManager greatly simplifies the implementation planning process. Schedule and execute your implementation plan with our robust online Gantt charts. Assign work, link dependencies and track progress in real time with one chart. Plus, if your team wants to work with something other than a Gantt chart, our software offers four other project views for managing work: task lists, kanban boards, calendars and sheets. Try it for free today.

Key Steps In Project Implementation

Here are some of the key steps that you must oversee as a project manager during the project execution phase . Your project implementation plan should have the necessary components to help you achieve these steps.

1. Communicate Goals and Objectives

Once you’ve outlined the project goals and objectives, the next step is to ensure that the team understands them. For the project to succeed, there must be buy-in from the project team. A meeting is a good way to communicate this, though having project documents that they can refer to is also viable.

2. Define Team Roles and Responsibilities

The project manager will define the roles and responsibilities and communicate them to the project team . They should understand what they’re expected to do and who they can reach out to with questions about their work, all of which leads to a smooth-running project.

3. Establish the Success Criteria for Deliverables

The project deliverables need to meet quality standards, and to do this there must be a success criteria for handing off these deliverables. You want to have something in place to determine if the deliverable is what it’s supposed to be. The measurement is called a success criteria and it applies to any deliverable, whether it’s tangible or intangible.

4. Schedule Work on a Project Timeline

All projects require a schedule , which at its most basic is a start date and an end date for your project. In between those two points, you’ll have phases and tasks, which also have start and finish dates. To manage these deadlines, use a project timeline to visually map everything in one place.

5. Monitor Cost, Time and Performance

To make sure that you’re keeping to your schedule and budget, you need to keep a close eye on the project during the execution phase. Some of the things you should monitor are your costs, time and performance. Costs refer to your budget , time refers to your schedule and performance impacts both as well as quality. By keeping track of these metrics, you can make adjustments to stay on schedule and on budget.

6. Report to Project Stakeholders

While the project manager is monitoring the project, the stakeholders, who have a vested interest in the project, are also going to want to stay informed. To manage their expectations and show them that the project is hitting all its milestones, you’ll want to have project reports , such as project status reports. These can then be presented to the stakeholders regularly to keep them updated.

Free Implementation Plan Template

Many of the key components listed above are included in our implementation plan template . Use this Excel file to define your strategy, scope, resource plan, timeline and more. It’s the ideal way to begin your implementation process. Download your template today.

What Are the Key Components of an Implementation Plan?

There’s no standard one-size-fits-all solution when it comes to creating your implementation plan. However, we’ve created an implementation plan outline for your projects. Here are its components.

• Project goals & objectives: The project goal is the ultimate goal of your project, while the objectives are the key milestones or achievements that must be completed to reach it.
• Success criteria: The project manager must reach an agreement with stakeholders to define the project success criteria.
• Project deliverables: Project deliverables are tangible or intangible outputs from project tasks.
• Scope statement: The scope statement briefly describes your project scope, which can be simply defined as the project work to be performed.
• Resource plan: Create a simple resource plan that outlines the human resources, equipment and materials needed for your project.
• Risk analysis: Use a risk assessment tool like a SWOT analysis or risk register. There are different tools with different levels of detail for your risk analysis.
• Implementation timeline: Any implementation plan needs a clear project timeline to be executed properly. You should use an advanced tool such as a Gantt chart to create one.
• Implementation plan milestones: You need to identify key milestones of your implementation plan so that you can easily keep track of its progress.
• Team roles & responsibilities: The implementation plan won’t execute itself. You’ll need to assign roles and responsibilities to your team members.
• Implementation plan metrics: You’ll need KPIs, OKRs or any other performance metrics you can use to control the progress of your implementation plan.

How to Write an Implementation Plan

Follow these steps to create an implementation plan for your project or business. You can also consider using project management software like ProjectManager to help you with the implementation process.

1. Review Your Project Plan

Start by identifying what you’ll need for the execution of your implementation plan:

• What teams need to be involved to achieve the strategic goals?
• How long will it take to make the strategic goals happen?
• What resources should be allocated ?

By interviewing stakeholders, key partners, customers and team members, you can determine the most crucial assignments needed and prioritize them accordingly. It’s also at this stage that you should list out all the goals you’re looking to achieve to cross-embed the strategic plan with the implementation plan. Everything must tie back to that strategic plan in order for your implementation plan to work.

2. Map Out Assumptions and Risks

This acts as an extension to the research and discovery phase, but it’s also important to point out assumptions and risks in your implementation plan. This can include anything that might affect the execution of the implementation plan, such as paid time off or holidays you didn’t factor into your timeline , budget constraints, losing personnel, market instability or even tools that require repair before your implementation can commence.

3. Identify Task Owners

Each activity in your implementation plan must include a primary task owner or champion to be the owner of it. For tasks to be properly assigned, this champion will need to do the delegating. This means that they ensure that all systems are working as per usual, keep track of their teams’ productivity and more. Project planning software is practically essential for this aspect.

4. Define Project Tasks

Next, you need to finalize all the little activities to round out your plan. Start by asking yourself the following questions:

• What are the steps or milestones that make up the plan?
• What are the activities needed to complete each step?
• Who needs to be involved in the plan?
• What are the stakeholder requirements?
• What resources should be allocated?
• Are there any milestones we need to list?
• What are the risks involved based on the assumptions we notated?
• Are there any dependencies for any of the tasks?

Once all activities are outlined, all resources are listed and all stakeholders have approved (but no actions have been taken just yet), you can consider your implementation plan complete and ready for execution.

Implementation Plan Example

Implementation plans are used by companies across industries on a daily basis. Here’s a simple project implementation plan example we’ve created using ProjectManager to help you better understand how implementation plans work. Let’s imagine a software development team is creating a new app.

• Project goal: Create a new app
• Project objectives: All the project deliverables that must be achieved to reach that ultimate goal.
• Success criteria: The development team needs to communicate with the project stakeholders and agree upon success criteria.
• Scope statement: Here’s where the development team will document all the work needed to develop the app. That work is broken down into tasks, which are known as user stories in product and software development. Here, the team must also note all the exceptions, which means everything that won’t be done.
• Resource plan: In this case, the resources are all the professionals involved in the software development process, as well as any equipment needed by the team.
• Risk analysis: Using a risk register, the product manager can list all the potential risks that might affect the app development process.
• Timeline, milestones and metrics: Here’s an image of an implementation plan timeline we created using ProjectManager’s Gantt chart view. The diamond symbols represent the implementation plan milestones.
• Team roles & responsibilities: Similarly, we used a kanban board to assign implementation plan tasks to team members according to their roles and responsibilities.

Benefits of an Implementation Plan for the Project Implementation Process

The implementation plan plays a large role in the success of your overall strategic plan. But more than that, communicating both your strategic plan and the implementation of it therein to your team members helps them feel as if they have a sense of ownership within the company’s long-term direction.

Increased Cooperation

An implementation plan that’s well communicated also helps to increase cooperation across all teams through all the steps of the implementation process. It’s easy to work in a silo—you know exactly what your daily process is and how to execute it. But reaching across the aisle and making sure your team is aligned on the project goals that you’re also trying to meet? That’s another story entirely. With an implementation plan in place, it helps to bridge the divide just a little easier.

Additionally, with an implementation plan that’s thoroughly researched and well-defined, you can ensure buy-in from stakeholders and key partners involved in the project. And no matter which milestone you’re at, you can continue to get that buy-in time and time again with proper documentation.

At the end of the day, the biggest benefit of an implementation plan is that it makes it that much easier for the company to meet its long-term goals. When everyone across all teams knows exactly what you want to accomplish and how to do it, it’s easy to make it happen.

Implementation Plan FAQ

There’s more to know about implementation plans. It’s a big subject and we’ve tried to be thorough as possible, but if you have any further questions, hopefully we’ve answered them below.

What Is the Difference Between an Action Plan and an Implementation Plan?

The main difference between an action plan and an implementation plan is that an action plan focuses exclusively on describing work packages and tasks, while the implementation plan is more holistic and addresses other variables that affect the implementation process such as risks, resources and team roles & responsibilities.

What Is an Implementation Plan in Business?

A business implementation plan is the set of steps that a company follows to execute its strategic plan and achieve all the business goals that are described there.

What Is an Implementation Plan in Project Management?

Implementation plans have many uses in project management. They’re a planning tool that allows project managers to control smaller projects within their project plan. For example, they might need an implementation plan to execute risk mitigation actions, change requests or produce specific deliverables.

How to Make an Implementation Plan With ProjectManager

Creating and managing an implementation plan is a huge responsibility and one that requires diligence, patience and great organizational skills.

When it comes to a project implementation plan, there are many ways to make one that’s best suited for your team. With ProjectManager , you get access to both agile and waterfall planning so you can plan in sprints for large or small projects, track issues and collaborate easily. Try kanban boards for managing backlogs or for making workflows in departments.

Switching up the activities after a milestone meeting with stakeholders? You can easily update your implementation plan with our software features. Add new tasks, set due dates, and track how far along your team is on their current activities.

Implementation plans are the backbone of an organization’s strategic overall plan. With ProjectManager, give your organization the project management software they need to gain insight into all resources needed, view activities on their lists and collaborate with ease. Sign up for our free 30-day trial today.

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Strategic Implementation: More Than Just Implementing Strategy

By Kate Eby | November 27, 2017 (updated December 4, 2021)

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Strategic implementation is a key ingredient of modern business: Once an organization creates a strategy to meet its goals, implementation is the next step for successful execution. Essentially, the implementation phase outlines how a company plans to achieve its goals. Business theories and frameworks help guide strategic formulation, implementation, and execution. This article explains strategic implementation and how it differs from other strategy tactics. You’ll learn about key steps and pitfalls, review some examples, and get expert insights.

What Is Strategic Implementation?

There are numerous definitions of strategic implementation on the web, including the following:

Business Dictionary : The activity performed according to a plan in order to achieve an overall goal. For example, strategic implementation within a business context might involve developing and then executing a new marketing plan to help increase sales of the company's products to consumers.

The Houston Chronicle : The process that puts plans and strategies into action to reach goals. A strategic plan is a written document that lays out the plans of the business to reach goals, but will sit forgotten without strategic implementation. The implementation makes the company’s plans happen.

OnStrategy : The process that turns strategies and plans into actions in order to accomplish strategic objectives and goals.

What these and other definitions have in common is that they discuss turning a theoretical plan (about an organization’s direction) into manageable tasks that team members can perform to achieve the stated goals.

Once an organization creates a strategy, it needs to be implemented, and then executed. Here are the high-level steps in strategic implementation (which we will discuss in detail later):

• Communicate
• Align initiatives with strategy
• Engage staff and outside stakeholders
• Allocate resources
• Make structural adjustments
• Create strategic evaluations

Strategy Implementation vs. Strategic Implementation

Whether or not a difference exists between strategy implementation and strategic implementation depends on who you ask.

Ray Mckenzie, Founder and Managing Director of Red Beach Advisors , says, “Strategy implementation is a larger umbrella, or a holistic view of what’s going to happen, and looks at products and pricing and how we function as business. Strategic implementation is a plan for implementation of a specific objective: For example, if I have a piece of software that I want installed in three months.” One scenario might be if you want to integrate CRM software into your organization, you’ll need to identify the steps to take to execute the integration.

Lloyd Baird is the Jon M. Huntsman Visiting Professor at Utah State University . Of the difference between the two phrases, he says, “It depends on what organization or company you are talking to.”

In this article, we’ll treat strategy implementation and strategic implementation as synonymous.

Getting Strategic

As organizations evolve, they often change from a reactive to proactive operational style. It’s at this point that an organization begins strategic planning, which leads to strategic implementation.

Formulation, Implementation, and Execution

Strategy formulation (also known as planning), implementation, and execution are intertwined, but each are distinct. Formulation is the creation of a framework that guides decisions. Implementation is preparation and putting elements of the strategy into place. Execution is the decisions made and activities performed throughout the company, with the objective of meeting goals outlined in the strategy.

For example, imagine you're the coach of a football team in a critical 4th-and-1 situation. In this case, the terms would function as follows:

• Formulation: You select a play from your playbook, with the objective of getting a first down.
• Implementation: The players position themselves on the field as outlined in the chosen play, and you place the best offensive linemen up front, and the sturdiest running back in the backfield.
• Execution: The ball is snapped, the linemen push their defensive counterparts back, and if all goes well, they open up enough ground so that when the running back gets the handoff, he can move it across the line of scrimmage for a first down.

Smartsheet offers many templates to assist with strategic formulation.

Thinking About Strategic Implementation

In his paper Strategy Implementation as Substance and Selling , author Donald C. Hambrick and Albert A. Cannella, Jr., state  “… implementation must be considered during the formulation process, not later, when it may be too late.” They continue, “The strategist will not be able to nail down every action step when the strategy is first created, nor … should this even be attempted. However, he or she must have the ability to look ahead at the major implementation obstacles and ask, ‘Is this strategy workable?’”

Corporate Strategy and Business Unit Strategy

Executives create the corporate strategy, which determines the company’s lines of business. It also addresses how business units can work together to increase efficiency. Business unit strategy is created by the leader of each unit, and revolves around how the corporate strategy is put into action. In other words, corporate strategy determines what happens, and business unit strategy determines how it happens.

To align corporate and business unit strategies, executives must encourage the development of business unit strategies that both contribute to corporate strategy objectives and respond to their competitive situation, whether geographical or functional.

In a 1984 paper titled Business Unit Strategy, Managerial Characteristics, and Business Unit Effectiveness at Strategy Implementation , authors Anil K. Gupta and V. Govindarajan explain, “The absolute performance of a business entity depends not just on the effectiveness of its internal organization in implementing the chosen strategy, but also on industry characteristics and the choice of strategy itself.”

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Why Is Implementation Important?

Executives formulate the strategy that business units will execute. However, implementation requires the participation of the entire organization, so implementation is as important — if not more so — than the strategy itself. For example, you can buy seeds and plant them in your garden with the goal of serving a home-grown salad every night at dinner, but that doesn’t ensure that you’ll reach your goal. If you plant at the wrong time of year, if the seeds are not viable in your climate, or if the soil is depleted, you’ll still be buying vegetables from the store for a long time to.

Because strategic implementation is the most important, it’s also the most difficult to achieve. A 1989 Booz Allen study found that 73 percent of managers thought that strategic implementation is more difficult than formulation, 72 percent think that it takes more time, and 82 percent say it’s the part of the process over which they have the least control. But there’s been progress. In a 2015 survey of reports titled Strategy implementation: What is the failure rate? , authors Carlos J.F. Cândido and Sérgio P. Santos conclude that the implementation failure rate has fallen from the between 70-90 percent in the mid 1980s to about 44 percent in the early 2010s.

There are many reasons that strategies can fail. A bad plan (e.g. one that has unrealistic goals), or poor execution (e.g. not adapting to changing conditions) can cause failure, but since implementation is the key aspect, there are more possible pitfalls, including the following:

• Stakeholders Don’t Buy-In: Those who are responsible for executing a strategy won’t want to do it if they don’t believe in it. Ray McKenzie says, “Not having completed buy-in from the team is first and foremost. If people don’t buy-in, it won’t get completed.”
• Resources Aren’t Aligned with Strategy: For example, if you want to sell red balloons, but fill your warehouse with blue ones, you won’t meet your goals.
• Incentives Aren’t Aligned with the Strategy: This happens when you reward people for completing tasks that don’t contribute toward the key performance indicators (KPIs) .
• You Don’t Plan to Adjust: Lloyd Baird says, “There’s an old military saying: Your battle plan is great until you contact the enemy, then everything changes. Things are changing so fast in organizations that if you don’t have a method to adapt, evaluate, and change, you’re going to fail. The people that are really good are the ones who are adapting along the way.”
• Continuing To Do Things that Used To Work: Rather than relying on old mechanisms for success, stay current with trends and tools.
• Internal Politics: Turf battles or personal disputes can prevent an organization from properly implementing a strategy.
• Accountability Void: When implementing a strategy, everybody involved must be made aware of their responsibilities, and the consequences of not meeting them.
• No Milestones: As Ray McKenzie explains, “A strategy only works for a period of time — you have to have an outline of those dates.”
• Lack of Empowerment: This happens when people and teams aren’t given the authority, resources, and tools to execute the strategy.
• Communication Breakdown: If the organization is not sharing the strategy, or is sharing it in the wrong ways, the team won’t understand it.

Challenges and Criticisms of Strategic Implementation

Like any business process, strategic implementation has its share of challenges and criticisms. However, if an organization is aware of the limitations of strategic implementation and the obstacles that may arise, they can overcome potential challenges.

Key Leadership Theories for Implementation Strategy

Leadership theories guide how executives think about the world and their organization’s place in it. A couple important, related theories are discussed below.

Tipping Point Theory

• What It Is: The nce a critical mass of people gets behind something, it spreads quickly. Malcolm Gladwell’s 2000 book, The Tipping Point, provides many examples of this theory in action, from the changes in the Bill Bratton-led NYPD in the 1990s that resulted in a dramatic drop in crime, to the way Hush Puppies shoes became popular again once key people in the fashion world started wearing them. The makeup of a critical mass will vary by organization: It could be a majority, or it could be a small group of influential people.
• How It Can Help with Strategic Implementation: While implementing a strategy, executives can identify what constitutes a critical mass in each business unit, and work to get those people invested in the strategy. Once those team members are on board, they’ll bring the rest of the team along.

Blue Ocean Theory

• What It Is: It sprang out of a marketing theory with the same name, which posits that companies should create opportunities in market areas where there isn’t much competition to provide greater growth opportunities. For example, Southwest Airlines became a major player by combining customer-focused service, low prices (partly achieved by flying from secondary airports and partly by using only a single aircraft), and flying to underserved areas. As a leadership theory, Blue Ocean tasks leaders with undertaking the activities that increase team performance, listening to feedback from all parts of their organization, and developing leaders at all levels.
• How It Can Help with Strategic Implementation: Having leaders at many levels focus on activities that increase team performance and listen to every level, the strategies they develop will be easier to implement. This method helps the leaders generate some built-in buy-in. By walking the leadership walk, others are more likely to follow along.

What Do You Mean by Strategic Evaluation?

Strategic evaluation is a type of business performance measurement (BPM) system. In a 2007 paper Towards A Definition of a Business Performance Measurement System , Monica Franco-Santos et al. describes it as, “...a set of metrics used to quantify both the efficiency and effectiveness of actions; or as the reporting process that gives feedback to employees on the outcome of actions.” Strategic evaluation (often written as strategic evaluation and control, when it’s used as part of a strategic management model) is a cyclical process that helps managers and executives determine whether programs, projects, and activities are helping an organization meet their strategy’s goals and objectives. In short, it can help an organization stay on and get back on track.

Strategic evaluation is performed during the execution phase, but you create the process during implementation. There’s always a need to get and analyze feedback to find out what is and isn’t working, identify ways to fix what’s not working, and record the lessons learned for future strategies. There are four high-level steps in the strategic evaluation process:

• Set benchmarks
• Compare results against benchmarks
• Analyze the differences
• Take corrective actions

There are a few different facets of strategic evaluation. Each facet is important and shouldn't be ignored, as using all four ensure that you’ll discover any possible root causes of a problem.

• Premise: Were the strategic goals realistic and achievable?
• Implementation: Was the process of implementing organizational changes based on the strategy performed properly?
• Strategic Surveillance: Are processes and tasks being performed as expected, and if so, are they getting the desired results?
• Special Alerts: While strategic evaluation should take the long view, and not focus too much on short-term fluctuations, it needs to evaluate how changing market conditions and competitors’ actions, as well as unexpected events, affect the strategy. Taking this view will highlight those surprises and changes — then you can implement contingency plans and bring in crisis management teams if required to change the strategy’s execution.

Strategic evaluations are a great way to learn. Ray McKenzie says, “Have a follow-up with the team to see what worked, or if you should do things differently next time around."

How Strategic Implementation Works in Different Organizations

With the rise of mass production in the 19th century, companies began to centralize key functions like sales and finance, which led to economies of scale. Later, as some firms became diversified and began to increase their market, they created business units that focused on product lines or geographical regions. The firms may have lost some of the previously gained economies of scale, but they were able to better react to market conditions.

Centralized organizations could use strategic implementation to make shared services more efficient. Diversified organizations could coordinate processes and goals between various regional offices or product-focused groups.

Later, companies started using the matrix organization to try to take advantage of both the economies of scale created by centralization, and the adaptability of the geographical or product-focused organizations. Matrix organizations are difficult to coordinate. Implementing a strategy can help everyone focus on the same goals.

In the 1990s, the business process reengineering (a version of this is know as Total Quality Management, or TQM ) drove the creation of organizations that were organized around processes. Again, implementing a strategy can help everyone focus on the same goals.

Going forward, virtual, networked, and “Velcro” organizations (a concept where the organization can be pulled apart and put back together in response to changes in the business environment, or as Lloyd Baird says, “a network of relationships”) will have the same issues that strong strategic implementation can help.

What Is Involved in the Implementation Process

After formulating and finalizing a strategy, it’s time to share it with the organization. Next, you may need to make changes to the organization in preparation for the execution phase. The steps to take are as follows:

Communicate: Everyone in the organization, and some outside, must learn about the strategy, how it affects them, and what changes they’ll need to make to support it. As you cascade the strategy throughout the organization, different groups will need to be made aware of the parts that are important to them. Sales and marketing teams will want to hear more about the sales goals, while IT will be more concerned about changes to the network and new required software. A vendor will need to know what changes they’ll need make to the materials they provide.

Engage Stakeholders: After communicating the goals, managers and staff (as well as any contractors or vendor affected) need to understand the importance of the strategic goals, their role in strategy execution, their responsibilities, and the impact of meeting or not meeting the goals or fulfilling their responsibilities. Using stakeholders throughout the organization to be champions of the coming changes will make the job easier.

Align Initiatives with Strategy: You’ll likely need to update processes, swap out tools, and make other changes to ensure company activities are contributing to the KPIs laid out in the strategy.

Allocate Resources: What needs to be bought or moved to prepare for execution? What funding needs to be allocated to strategic, operational, and capital expense budgets?

Make Structural Adjustments: Do you need to hire new people? Will there be a round of layoffs? Will you need to change any reporting structures? Are new vendors or contractors required? This is the hardest part of the implementation to perform.

Create a Strategic Evaluation: Implement repeatable processes that will check progress toward the goals, and provide data to executives and managers to determine what changes need to be made to the strategy or it’s execution to keep the organization on track to meeting the goals.

The Three Cs of Strategic Implementation

In a 2012 Forbes article , Scott Edinger composed a concise checklist of considerations. When preparing to implement, keep these in mind:

• Clarify: Avoid high-level statements that only resonate with the C-suite. Write your strategy in a way that connects with front-line employees and managers.
• Communicate: Spread the message in as many ways as you can. Connect the strategy to each group's’ core purpose.
• Cascade: Translate the strategy into actions through the organization. Managers at every level will be the ones who handle this.

5 Changes That Support Successful Implementation

Another lens to look through is, “What changes need to be made to implement the strategy?” You can divide the answer into five groups:

• People: Train or hire the right (and the right number of) individuals to implement plans. Ray Mckenzie advises, “Build a team of people who are key and can help you move your strategy forward.”
• Resources: Get funding and sufficient time to implement required changes.
• Organization: Restructure the company to support the strategic goals.
• Systems: Acquire the tools needed to perform the required processes.
• Culture: Work to create an environment that prioritizes the actions needed to reach the stated goals.

McKinsey 7S Framework

The McKinsey 7S framework is an organizational tool developed at the McKinsey & Company consulting firm in the 1980s, by Robert H. Waterman and Tom Peters. The framework can be used in many ways, including to determine how well an organization is prepared to change in order to implement a strategy.

Here are the 7Ss:

• Strategy: What needs to to be implemented
• Structure: The chain of command
• Systems: The tools used to perform tasks and complete processes
• Skills: What employees can do
• Style: How the leaders lead
• Staff: The employees
• Shared Values: The core values, expressed through the corporate culture

These can be divided into the hard Ss (Strategy, Structure, Systems), which are tangible, and the soft Ss (Skills, Style, Staff, Shared Values), which are intangible. In order to ensure smooth implementation, align each of these categories.

Examples of Successful and Unsuccessful Implementation Strategies

As previously mentioned, because strategy formulation, implementation, and execution are intertwined, it may difficult to know which phase is the cause of strategic failure. Here are some quick examples of success and failure where implementation is key.

Wal-Mart: The corporation became the retail giant they are by having low prices. They made lower margins by having high volume. In order to do that, they implemented a supply chain strategy that reduced operating costs. As they grew, their strategy was to use their size as a bargaining chip with suppliers to get even lower prices.  

J.C. Penney: Penney’s was a major retailer in the U.S. for many years, but when the landscape changed, they kept doing the same things. When the company finally brought in new leadership in 2011, they implemented a strategy that eliminated coupons that customers used and lowered their regular prices. They also changed their retail mix. When sales began to fall, they maintained their implemented strategy without adjusting. If they had taken advantage of the data from strategic evaluations and had responded appropriately, they might have been able to salvage the parts of their strategy that were working.

Apple: In the late 1990s, Apple was close to going out of business. They had many products that didn’t sell. When Steve Jobs returned, he implemented a strategy that reduced the number of products, and worked to develop new ones. This approach eventually led to the invention of the iPod. The iPod was not the first MP3 player, but it was the first to catch on because of its ease of use and storage capacity. This, in essence, was an application of the Blue Ocean theory: Apple found a market segment that wasn’t very competitive, and created a product that was better than what was available. For a long time, Apple was the dominant player in that market segment.

Google: While Google is successful in most ventures (search, email, maps), they have had some notable stumbles. One is Google Glass, the company’s wearable computer. While the idea was good, the device was very expensive, was not easy to use, there were concerns about privacy, and was an unattractive pair of glasses. Mostly, there was no real compelling reason to use it. Google Glass was a failed application of the Blue Ocean theory, and also another failure to adapt to data from strategic evaluations.

Strategic Implementation without Disruption

Strategic implementation can involve the restructuring of reporting relationships: adding, deleting, or updating processes, or even layoffs. This process can be painful for employees, and can cause problems when it’s time to execute strategy.

Restructuring can be expensive, and the new structure can create issues as troublesome as those you are trying to solve. Employes have to adapt to the new structure and may be dissatisfied. As a result, a lot of tacit institutional knowledge can be lost as people get shuffled around or worse, leave the company. Restructuring may also result in maintaining legacy systems until they can be phased out, which causes unnecessary expense. Additionally, some people won't be able to fully focus on the new strategy while they keep legacy systems running.

It's far less disruptive to choose an organizational design that’s flexible and can be adapted without major conflicts, and then formulate strategies that can be easily implemented.

Robert S. Kaplan and David P. Norton recommend the balanced scorecard framework, which they co-created in the 1990s. They believe that this framework will minimize the need to go through disruptive restructuring when new strategies change due to the following reasons:

• It focuses on the strategic agenda of the organization.
• It recommends monitoring a small number of data points.
• It looks at both financial and non-financial data.

The implementation of this framework is beyond the scope of this article, but you can read an explanation of its benefits via the Harvard Business Review .

Sometimes disruptive restructuring is necessary. If it can’t be avoided, here are some steps to make it more manageable:

• Break the strategy into smaller chunks, so the disruption is spread over a longer time frame.
• Communicate directly to affected employees. Explain why the changes are needed, and retrain them to adapt to the new structure.
• Use a version of the strategic evaluation process that focuses on the affected employees, have them report their on satisfaction levels, and adjust the strategy based on that feedback to lessen the impacts.

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The Ultimate Guide to Implementation Plans

May 4, 2022 - 10 min read

Implementation plans provide step-by-step instructions for everything from digital marketing campaigns to ending hunger in rural communities . They’re used to transform abstract concepts within strategy plans into real-world action. The only downside is that implementation plans can be challenging to pull off. Some industries see as much as a 75% failure rate in plan execution. 

The good news is you can succeed where others have failed by creating a successful implementation plan with the tips and strategies outlined in this guide. 

Keep reading to discover must-have components for implementation plans, a thorough step-by-step planning method, and advice on how to avoid common pitfalls. 

What is an implementation plan?

A project implementation plan (also called a strategic plan) is a combination of strategy, process, and action. It outlines the steps a team will use to achieve a shared objective. An implementation plan covers all aspects of a project , including the budget, timeline, and personnel.

The perfect project plan includes: 

• Objectives, requirements
• Scope assessment
• An outline of deliverables
• Task due dates
• Risk assessment
• Stakeholder, team, and process management plans
• Team member roles and responsibilities
• Resource management
• Communication tools

Roadmap planning breaks down big-picture goals into measurable project phases, tasks, and subtasks. Each category is clearly defined with its own deadlines and resource allocations. Tasks and subtasks are assigned to team members who will complete and approve each one. 

In other words, if the goal is the "what," the implementation plan is the "how."  

An implementation plan is often presented as a written document or planned in a project management solution . The latter is a better fit for this particular roadmap because, as you can probably tell, implementation plans are complex and comprehensive. Implementation plans should all contain solutions for:

• Tasks and subtasks
• Timelines 
• Collaborators
• Any additional resources

It’s also important to note that having a flexible implementation plan is key for dealing with changes that come up once the project is live. 

What are the benefits of implementation planning?

The benefits of implementation planning range from organizational to relationship-building to increased profitability. A solid implementation plan: 

• Creates an actionable roadmap from project inception to completion
• Makes communication simple and crystal clear
• Improves employee retention in the long-term
• Organizes all resources in one manageable place
• Helps businesses be proactive instead of reactive
• Offers transparency to clients and collaborators
• Builds trust among stakeholders
• Holds everyone accountable
• Outlines a daily and weekly workflow the whole team can follow
• Improves the likelihood of buy-in
• Makes collaboration more fluid and synergistic
• Helps businesses commit to long-term goals
• Gets everyone’s thoughts out of their heads and into one accessible place

When do you begin implementation planning?

Because it’s so involved, it’s important that you don’t begin implementation planning too early or too late. 

Why? The process of creating an implementation plan is time-consuming. Most of the tasks involved require you to wait on communication or approvals from multiple stakeholders. The process also requires lots of research, goal-setting, gathering or defining resources, and getting team availability together. 

Avoid planning too early by waiting until the project is officially greenlit. The definition of greenlit means something different to every agency. However, most would agree that a signed contract and successful deposit payment are good markers. 

After those client onboarding tasks are complete, you can begin implementation planning. Remember, the project can’t begin without these plans, so have a system in place to kick off and support implementation planning ahead of time. 

What is an implementation timeline? 

An implementation timeline is a visual representation of all project-related due dates. That includes:

• The final project due date
• Dates your team needs to complete each phase by 
• Due dates for individual tasks and subtasks 

These dates aren’t set in stone yet. However, accurately forecasting effort and mini-milestones now will make the implementation phase that much easier. 

Implementation timelines are often represented by visual Gantt charts . A Gantt chart uses bars to track the progress of each phase, task, and subtask all at once. Wrike users can add task dependencies, which trigger automatic chart updates and notifications to team members in charge of the next steps. 

Gantt charts also help project managers identify possible roadblocks. With every single step laid out, it’s easy to see where resources are stretched too thin and whether or not milestones are realistic. 

How do you make an implementation plan?

Follow these steps to create a successful implementation plan: 

• Choose an implementation planning tool Project management solutions like Wrike can help teams share information, start and complete approvals, and set up timelines with ease. 
• Holidays or upcoming PTO
• Delivery time for goods and materials
• Additional training or onboarding of outside team members
• Review the strategic plan Ask yourself, where do the implementation plan and strategic plan align so far? Where does it conflict? When in doubt, always edit your implementation plan to support your strategic plan. 
• What the project is
• Why it’s important
• Who is involved 
• What is each person’s role in the project 
• What all parties hope to achieve
• The obstacles you foresee and how your team will overcome them
• Which ROIs you’ll use to measure success
• Is available for the project as a whole 
• Should be allocated to each key phase
• Will be monitored, and who will oversee it
• Will be broken down into trackable categories
• Collect related materials Gather the documents you need to plan and execute the project all in one place. Include data from past projects that may help you accurately forecast this one. 
• Define how progress will be measured and monitored Choose KPIs that align with your project goals, then chart progress within your project management solution. Come up with a plan for who is in charge and how often they’ll check in. 
• Outline management buy-in criteria Get crystal clear on what managers are looking for, what information they need to approve or reject, and any other information that will decrease resistance. 
• Do a stakeholder analysis Create a chart that defines each stakeholder’s level of impact, influence, and attitude. Explain the evaluations further and create an action plan for each person or group. 
• Clarify day-to-day operations Include a work plan that goes over which processes will be used, which will be changed, and how future changes will be dealt with down the road. Choose who is responsible for approving, managing, and finalizing adjustments as they come up. 
• Everyone’s preferred mode of communication
• What type of updates are expected when 
• And how information will be shared  Also, designate communication channels and leaders who will oversee them.  Don’t forget to loop in both your implementation leader and strategy director. Stakeholders do not need to sign off on this section. However, you may choose to share it with them so they can see how you plan to keep everyone on track. 
• Identify key project phases, tasks, and subtasks Break the project goal down into actionable steps. Give each phase a name, deadline, and set of related tasks. Use project status updates in Wrike to communicate task and subtask due date expectations with everyone involved. Updates are formatted as dropdown menu options which make it easy for individuals to quickly update the entire team when they’ve moved on to the next step.  After, assign team members to complete and approve each task. Set up task dependencies within Wrike, so status notifications are automatically sent to those who were waiting to move on to the next step. 
• Go over security needs If your project deals with sensitive data, outline what you’ll need to keep the entire project and team compliant throughout. List all digital and physical information sources that require privacy (think sensitive company financial data, home addresses, credit or bank account information, etc.). 
• Provide a glossary Include industry terms that clients, stakeholders, and teams will need to know throughout the course of the project. Add project-related abbreviations, slang, or resource nicknames you expect will come up in communications. 

What are the components of an implementation plan?

There are 13 components every implementation plan needs to have:

• Selected tools
• Preliminary research
• Strategic plan alignment
• Project summary
• Resource and materials list
• Goal monitoring and measurement
• Buy-in criteria
• Stakeholder management
• Operations plan
• Management plan
• Key phases and tasks
• Glossary of terms

A simple implementation plan template

Your own project implementation plan will have lots of information included, but a simple table including the steps needed to launch the project is always a good place to start.

In this example, a small business is preparing to launch an online store to sell its products. Let's take a look at how this looks on a simple table. 

What are implementation planning best practices?

• Always be as specific as possible 
• Don’t shy away from consulting experts and conducting additional research as needed 
• Pull data from similar past projects (successful and unsuccessful), then apply what you learned 
• Remember that 100% alignment between all stakeholders and personnel across the board is unrealistic 
• Use a project management solution to quickly update plans when changes come up 
• Centralize communication to save time and keep everyone on the same page 

What information do you put in an implementation schedule?

Include an outline of the project timeline, goals, and tasks to keep teams on the same page. Combine that with key updates on:

• The progress of major phases
• Adjustments made to budgets, timelines, or personnel
• Upcoming challenges and planned solutions

Implementation schedules are also meant for stakeholders, so the information you put in one needs to be tailored toward their needs. Identify each stakeholder’s level of involvement and what information they want to receive. 

What is the implementation process?

The implementation process is the step-by-step plan a team follows to achieve a shared objective. Each step is concrete and actionable. These instructions should be easily understood by anyone who reads them. 

What is a good implementation plan example? 

One good implementation plan example comes from Outdoor Equipment Manufacturer MTD . The brand uses Wrike to optimize its complex product development process. 

Their projects involve having multiple active tasks open across a variety of teams at the same time. As a result, their implementation plan relies on custom workflows, visual progress updates, and a bird’s eye view of what’s going on across the entire organization. 

Who creates implementation plans?

Project managers create implementation plans. They may choose to collaborate with team leads, subject experts, suppliers, and stakeholders to add important details. However, project managers are responsible for drafting, revising, and monitoring implementation plans the whole way through. 

What are the challenges of an implementation plan?

• Foggy vision Implementation plans are only as good as the strategy they’re based on. Connect back to your original goals and strategy plan frequently when drafting the implementation process. 
• Bad communication Instant messenger notes and email updates tend to get lost over the course of a project. Centralize all communication in your project management platform. In Wrike, use @ mentions to loop in stakeholders and collaborators. 
• Lack of training Hire outside specialists or plan time for proper employee training on new projects, especially if those skill sets come with a learning curve. 

How to use Wrike as implementation planning software

Create a foolproof project plan using Wrike’s visual Gantt charts, detailed task options, and robust templates . Each of these features helps project managers easily make and monitor progress. Use our two-week free trial to save time with customizable implementation plan templates you can use over and over again.

Maria Waida

Maria is a freelance content writer who specializes in blogging and other marketing materials for enterprise software businesses.

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How to create an effective implementation plan

An implementation plan is a formal document outlining step-by-step instructions and specific tasks required of team members to successfully achieve project goals or objectives. It’s a crucial component of project management , serving as a helpful roadmap for completing projects that support larger strategic initiatives. 

Once organizational strategies have been determined, the individual actions and step-by-step process of achieving these strategic objectives necessitate introducing an implementation plan.  

According to KBV Research, the global Project Management Software Market is anticipated to reach $17.75 billion by 2030 . However, additional research shows that up to 80% of IT projects fail to meet their objectives and experience considerable delays or exceed planned costs.

This article explores the vital role of an implementation plan in project management, covering its definition, benefits, challenges, and essential components. It also guides readers in creating their own plans, offering key advice for successful project outcomes.

What is an implementation plan?

An implementation plan is a formal document detailing the individual steps and tangible actions project teams must take when pursuing a shared goal or objective.

The plan is a process in project management and supports an organization’s wider strategic busi n ess priorities , setting out the specific requirements and responsibilities for orchestrating successful project execution.

The plan provides project teams with a holistic view, giving them insights into a range of factors, i.e., the project’s value proposition, budgetary requirements, timeframes, potential risks, and time-to-completion. 

It should encompass the end-to-end project lifecycle, enabling teams to determine the scope (the extent of what the project covers) and scale (the size or proportion of the project) while ensuring all actions are aligned with overarching strategic prerogatives.

11 Essential components of an implementation plan

Implementation plans will undoubtedly differ depending on the project’s scale, scope, perceived time-to-value driving organizational objectives, etc. 

The foundation of any effective implementation plan, however, includes meeting some essential criteria, which include :

1. Outline project objectives

Before the project launch, an implementation plan should identify the project’s end goal to create a consensus on project parameters. Project leaders can refer to SMART criteria to define specific, measurable, achievable, relevant, and time-bound objectives to make up key project milestones. 

Defining the project’s ultimate aim better enables teams to ensure project activities align with the organization’s wider strategic direction. To keep things on track, create a checklist that monitors the completion rate of key project goals, milestones, and other strategy-dependent factors.

2. Create a scope statement

A scope statement outlines the project’s actions and deliverables, identifies the project boundaries, and sets standards for meeting acceptance criteria. 

An implementation plan should produce a structured document for stakeholder alignment. This will give them a critical reference throughout the project timeline and clearly communicate what is within and outside the project trajectory to clarify its parameters. 

Scope statements help provide a clear understanding of what is expected–helping to prevent misunderstandings and ensure alignment between teams and stakeholders.

3. Launch a thorough risk analysis

Identifying potential risks and uncertainties raises awareness of any unforeseen challenges that may affect the project’s success. 

Implement risk mitigation strategies such as a SWOT analysis that gives teams a robust framework for honing in on any Strengths, Weaknesses, Opportunities, and Threats that may arise throughout project execution. 

Implementation plans should aim to include contingency plans that provide project teams with solutions for combatting project obstacles, i.e., missed deadlines or budget limitations, and regularly revisit and update risk management efforts as the project progresses.

4. Success criteria

Success criteria outline ideal project outcomes, identifying the milestones shaping what success means for your project. 

Start by connecting these criteria to your project’s goals that turn abstract objectives into tangible accomplishments. Involve stakeholders in determining viewpoints, giving teams a well-rounded understanding of what exactly project success looks like. 

Collaboratively refine these criteria, incorporating different data points to establish a comprehensive evaluation framework. Regularly reassessing and adapting the requirements as your project unfolds allows your team to navigate changing dynamics and enables a more targeted path to project success.

5. Outline of project deliverables

Project deliverables are the tangible outcomes that define project success. For example, in an implementation plan for an IT project, teams establish project deliverables through key steps. The team first figures out exactly what they want the system to do and writes it down in a detailed plan (Functional Specifications Document). 

Then, they start building the system by writing the code and creating a guide on how to test it (Test Case Documentation). After testing to make sure everything works and tracking any issues, they release the final product (Live System) along with guides for users (User Manuals). 

Each of these steps outlines concrete project deliverables, making it clear and organized for everyone involved.

6. Team roles and responsibilities

In crafting an implementation plan, defining team roles and responsibilities is pivotal. Start by envisioning the project landscape, identifying the key players and their distinct contributions. 

Foster open communication channels to ensure a shared understanding of each team member’s role, promoting collaboration. Use clear communication tools and regular check-ins to reinforce accountability and streamline workflow. 

This approach to team roles and responsibilities ensures a cohesive and efficient working environment, where each member contributes strategically to the project’s success.

7. Project resource plan

Develop a resource plan outlining the required personnel, equipment, and materials. Address resource constraints and explore alternatives. Regularly monitor and adjust the resource plan to accommodate changing project needs. 

8. Implementation timeline

Create a detailed timeline outlining key milestones and activities. Use project management software to visualize dependencies and critical paths. Regularly update and communicate the timeline to keep all stakeholders informed.

9. Implementation plan milestones

Establish significant milestones to mark key achievements throughout the implementation process. Celebrate these milestones to boost team morale and maintain momentum. Ensure milestones are well-defined and aligned with project objectives.

10. Implementation plan metrics

Identify and establish key metrics to measure the success of the implementation plan. Regularly track and analyze these metrics to gauge progress and identify areas for improvement. Adjust the plan as needed based on metric insights.

What are the benefits of an implementation plan?

Implementing a robust implementation plan in project management can be a game-changer, offering a range of benefits. A clear roadmap for streamlined processes and enhanced resource efficiency brings plentiful advantages.

Let’s explore further: 

Clarity of purpose

Implementation plans provide a clear roadmap, offering a tangible structure for project teams to follow. This clarity of purpose aligns everyone involved with the project’s overarching goals and objectives.

Efficient resource allocation

A well-crafted implementation plan helps efficiently allocate resources, be it human, financial, or technological. This optimization ensures that resources are utilized judiciously, preventing unnecessary bottlenecks.

Risk mitigation

One of the primary advantages of an implementation plan is its ability to identify potential risks and challenges early. This foresight enables teams to develop effective risk mitigation strategies, minimizing the impact of unforeseen obstacles.

Enhanced communication

Implementation plans establish a foundation for effective communication. Team members, stakeholders, and management are kept informed about project milestones, progress, and potential hurdles, fostering a collaborative work environment.

Measurable progress

Breaking down the project into milestones with defined deadlines allows for measuring progress. This keeps the project on track and provides stakeholders with a tangible sense of achievement.

What are the challenges of an implementation plan?

While the plan provides structure and guidance, adaptability and responsiveness to evolving circumstances are equally critical for navigating the dynamic landscape of project execution.

Finding balance in the implementation process is important for realizing the full potential of a well-crafted plan. This will mean identifying and understanding several challenges that may arise during project implementation. 

Resistance to change

Team members often resist implementing a new plan because they have become accustomed to existing processes. Overcoming this resistance requires effective change management strategies and clear communication about the benefits of the new plan.

Resource constraints

Despite meticulous planning, resource constraints may arise, leading to potential delays. This challenge requires ongoing monitoring and flexibility to adjust the plan as needed.

Balancing detail and flexibility

Striking the right balance between a detailed plan and the flexibility to adapt is challenging. Too much rigidity can stifle creativity and problem-solving, while excessive flexibility may lead to a lack of accountability.

Communication overload

While effective communication is a benefit, an overload of information can lead to confusion. Finding the right cadence and channels for communication is essential to prevent information fatigue.

How to create an implementation plan

The implementation plan drives a project forward in project management, fusing strategic blueprints and plans into concrete results. 

Project leaders must follow a structured approach encompassing several key steps to navigate this crucial stage successfully.

Define project goals

A clear articulation of project goals is at the heart of any successful implementation plan. Often aligned with broader organizational objectives, these goals act as the guiding lights that inform subsequent decisions and actions. Defining these goals with precision not only provides a sense of direction, but also facilitates the establishment of measurable success criteria.

Conduct research

A thorough understanding of the project’s landscape is essential for effective implementation. Research involves delving into industry best practices, analyzing market trends, and evaluating similar projects. This information enriches decision-making and enables teams to expect challenges and devise adaptive strategies.

Define project outcomes and deliverables

Building on the foundation of project goals, the next step involves clearly defining the outcomes and deliverables expected from the implementation. These tangible markers serve as benchmarks for success and guide the team’s efforts toward producing measurable and impactful results.

Identify potential risks and challenges

In any project, uncertainties and obstacles are inevitable. Identifying potential risks and challenges allows project managers to develop risk mitigation strategies. This proactive approach empowers teams to navigate unforeseen hurdles with agility, ensuring the project stays on course.

Set project milestones and deadlines

Breaking down the implementation process into manageable milestones is essential for tracking progress and maintaining momentum. Establishing deadlines for each milestone creates a sense of urgency and accountability, fostering a structured and time-bound approach to project execution.

Assign team roles and responsibilities

Successful implementation hinges on the collaboration and coordination of a well-structured team. Assigning clear roles and responsibilities ensures that each team member understands their contribution to the project. This clarity minimizes confusion, optimizes workflow, and enhances overall efficiency.

Determine resources needed

Resource allocation is a critical aspect of implementation planning. This step involves identifying and securing the human, financial, and technological resources required for successful project execution. Adequate resource planning prevents bottlenecks and delays, ensuring a smoother implementation process.

Acquire management and stakeholder buy-In

Securing the support and buy-in of key stakeholders and upper management is fundamental to the success of any project. Communicating the value proposition, addressing concerns, and aligning expectations fosters a collaborative environment that enhances the likelihood of success.

Ensuring swift project management in the digital transformation era

Implementation plans are indispensable roadmaps in project management, gaining heightened significance in our technology-driven era. 

Beyond basic guidance, they are pivotal in optimizing resource usage, addressing risks, and facilitating seamless communication. Their importance lies in their ability to provide a detailed and well-coordinated approach, guiding businesses through the intricacies of digital transformation with precision. 

Implementation plans emerge as essential tools, ensuring projects align with objectives and successfully navigate the challenges posed by technological advancements. 

As organizations strive to stay ahead in this dynamic environment, the strategic nature of these plans becomes increasingly evident, offering a structured path for effective project execution amidst the complexities of technological evolution.

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10 Free Implementation Plan Templates And Examples

Are you struggling to create a clear and concise implementation plan that meets the expectations of your management board? Do you find yourself drowning in a sea of PowerPoint presentations and spreadsheets? If you're feeling overwhelmed, you're not alone. Crafting a well-designed implementation plan can be a daunting task, especially when time is of the essence.

But fear not. We have the next best thing: a ready-to-go implementation plan template that will have you executing your plan like a pro in no time.

In this article, we'll walk you through setting up your implementation plan using our free template with Cascade. With examples and additional templates to guide you, you'll be able to create a comprehensive and actionable plan that everyone can get behind. Don't let the pressure get to you—let us help you create a plan that will lead to success.

What Is An Implementation Plan Template?

An implementation plan template is a pre-designed framework that streamlines the process of planning and execution by offering a clear roadmap for organizations to follow.

Leaders can use it to quickly create an implementation plan that is outcomes-focused, concise, and strategically aligned.

Benefits Of An Implementation Plan Template

On a basic level, an implementation template offers five key benefits:

• Time-saving: With an implementation plan template, you can save a lot of time that would otherwise be spent on creating a plan from scratch. The template provides a structure for prioritizing your ideas and goals, making the process quicker and more efficient.
• Efficient strategy planning: An implementation template can help accelerate your current planning processes by providing a structured layout for defining goals, priorities, and milestones. ‍
• Improved communication: By clearly presenting priorities and objectives, an implementation template helps you get buy-in and ensures all stakeholders in the implementation process are aligned and working towards common goals. ‍
• Adherence to best practices: A well-designed implementation plan template incorporates proven methodologies and should help enhance your team’s execution. ‍
• Consistency: A template ensures that all the necessary elements are included in your plan, such as timelines, resources, and action steps. This consistency helps to avoid confusion and ensure that everyone is on the same page.

Who Should Use The Implementation Plan Template?  

If you are involved in implementing a strategy, project, or initiative, an implementation plan template is a valuable tool to help you map out your objectives, deliverables, and timelines.

It can be used by individuals or organizations, including nonprofits, responsible for implementing the plan to ensure that the process is well-organized, efficient, and effective.

Key Components Of An Effective Implementation Plan Template

Here's what an effective implementation plan template should have to enable successful implementation:

• Reporting: Your implementation template should help you and your teams easily share up-to-date information, accurately report, and understand progress as it’s happening.
• Tracking: A high-quality implementation template should do more than simply provide a framework for planning or basic project management. It should actively assist in keeping your team members on track and enable you to add metrics to measure success and progress.
• Integrations : These are crucial for an effective implementation plan template as they increase efficiency, automate workflows, and ensure data accuracy. Integrating different business and project management tools can help streamline the implementation and reporting process and increase team collaboration.
• Visibility: When managing multiple strategic projects and priorities, having different views, including a roadmap view (Gantt chart style), is crucial. This provides stakeholders with greater visibility into the progress and performance of each project, as well as greater insight into how their work fits into the overall strategy.
• Flexibility: The implementation plan template should be flexible enough to accommodate changes in the work scope, timeline, resources, and other factors. Your template must be adaptable, allowing for modifications to objectives or action plans in real-time.
• Collaboration:   You want your implementation and management plan to serve as the centerpiece of your operations. And, let’s be honest, your implementation strategy won’t be effective if it’s an Excel spreadsheet that’s inaccessible to team members.

🪄 A template with robust collaboration features will help your teams seamlessly incorporate the implementation plan into their daily activities and empower collaboration beyond Google Doc comments and email chains.

How To Use The Implementation Plan Template

Getting started with your implementation plan is easy with Cascade. Here’s a step-by-step guide to set it up and tailor it to your organization:

1. Get your implementation plan template

Getting started with your implementation plan template is as easy as 1,2,3.

• Go to the implementation plan template landing page.
• Select "Use this template."
• Sign up for a free forever account.

Your implementation template will automatically load on your Cascade workspace and be ready to use.

💡 Bonus Tip: Check out our other implementation templates below if you have a specific use case in mind.

2. Customize your implementation plan

Your implementation plan template will feature prefilled focus areas, project goals, actions, and metrics. But changing them is easy to do!

You can tailor your implementation plan’s main components to adapt the template to your needs:

• Focus Areas : These are the 3-4 key areas that you choose to prioritize and will build the foundation of your plan. Remember to always take them into account during your decision-making process throughout the implementation plan.  
• Objectives : Define what you want to achieve regarding each one of your focus areas and set your objectives. Tracking the progress of your objectives will help you understand if you’re on track. Pro Tip: Don’t set measures and actions yet; these will come after!
• Timeframe : Here’s when you should set the time in which you want to accomplish those objectives —make sure it’s realistic! Don’t forget to include a start date and end date (or due date).
• KPIs (Key Performance Indicators) : These are the metrics that you will use to measure the progress of your objectives. When writing your KPIs, ensure you include an initial and target value and a unit of measure (USD, days, %, etc.)
• Projects : These are the actions and initiatives that you’ll work on to move your objectives and KPIs forward. Remember to define the project scope to determine essential aspects such as budget, deliverables, related activities, project owners, etc.
• Dependencies : Take into account the interrelationships and dependencies among the different elements of your plan. Pro Tip: With Cascade’s Alignment Map feature, you can easily visualize how your different objectives relate to one another and detect any blockers and risks before it’s too late.

📝 How to customize the template? Click on the items/title/metric or other variables you want to adjust to tweak them to fit your goals. If some variables align with your planning, keep them in, alter them, or add to them. Remember, this is your implementation plan—make it your own!

3. Invite your implementation team

Send an invite to your team members to collaborate on shared KPIs and ensure everyone is on the same page.

With Cascade , you can assign roles and responsibilities, set up notifications, and communicate with your teams in one place.

4. Bring your data into one place

By connecting your existing data and inputs to your template, you can create a single source of truth for your plan and its execution. This provides unprecedented accuracy and control over the performance of your plan.

With your template in Cascade, you can:

• Add collaboration tools like Teams, Slack, and Outlook.
• Integrate metrics and KPIs from Google Sheets, Excel, Jira, and Salesforce.
• Sync your plan, objectives, and its due-dates with your existing calendar in Google, Outlook, and iCalendar.

👉🏻 Check out +1,000 integrations available with Cascade!

5. Start executing the right way

Keep your plan from sitting idle for the rest of the year. You now have a living implementation plan that can be shared and worked on in one place.

From here on out, you can add additional role players, set up teams for different projects, and track progress against projected outcomes.

If plans need to be adjusted, you can quickly make changes on the platform and update the entire team in one go.

💡 Bonus Tip: If you want to improve your implementation process, use the Reports, Dashboards, Alignment Map, and Timeline (Roadmap) features in Cascade .

Reports : A simplified yet powerful approach to creating beautiful strategy reports on your progress. Spend less time finding data points and formatting and more time driving execution forward.

Dashboards: Set up custom dashboards to monitor execution as your teams work towards goals. Choose the metrics that matter to you and get real-time updates on how your teams move forward.

Alignment Map : Visualize how your plans and objectives connect across the whole organization to clear dependencies and mitigate potential risks faster.

Timeline View: With the Timeline View feature, you can get a visual Gantt-style chart view of the implementation schedule, complete with deadlines, priorities, and timelines.

10 Implementation Plan Examples & Templates

If you’re looking for something specific, we have a range of fit-for-purpose templates you can use to create a winning strategic implementation plan that can be customized to your use case.

Combine them with our strategy-focused features and tools to drive results and reach business goals faster. Here are our top picks:

#1 - Strategy implementation template

Our strategy implementation template provides a clear and concise roadmap for converting strategic objectives into executable action steps. Organizations of all sizes can use it to get started with their implementation planning and strategy execution.

👉 Click here to start building your own.

#2 - Project Implementation Plan Template 

With Cascade's project implementation plan template , you can outline key initiatives, project timelines, and resources to ensure project success. This template comes with free features such as project dashboards and integrations that help you stay on top of your project progress.  

#3 - Program implementation plan template 

Our program implementation plan template comes prefilled with goals, projects, and initiatives to simplify and speed-up program implementation planning. Use it to optimize your existing implementation approach or quickly get started with new implementation initiatives.

#4 - Software implementation plan template

Cascade’s software implementation plan template is designed to ease the deployment of new software systems. With this template, you can efficiently develop and execute a software implementation plan that stays within budget and meets deadlines.

#5 - Marketing implementation plan template

Our marketing implementation plan template is ideal for marketing teams that want to turn their strategies into action plans. With it, you’ll get all of the tools needed to plan, execute, and monitor marketing implementation plans of any size.

#6 - System integration implementation plan template

Our system integration implementation plan template offers a structured approach to seamlessly merging diverse systems. Whether you're working on technology integration, data synchronization, or process alignment, this template guides you through the implementation process for a harmonious system integration.

#7 - Strategy implementation timeline template

Visualize your strategic vision becoming a reality with our strategy implementation timeline template . Chart out the critical milestones, allocate resources, and track progress as your strategy takes shape. This template helps you transform strategy into action, ensuring your organization stays on track and achieves its goals.

💡 Reminder : You can easily change from the planner to the timeline view, as explained in the features above !

#8 - Product launch implementation plan template

Launching a new product? Our product launch implementation plan template offers a comprehensive framework to orchestrate a successful launch. From product development and marketing to distribution and customer engagement, this template ensures every aspect of your product launch is well-coordinated.

#9 - Marketing campaign implementation plan template

For those launching a new marketing campaign, our marketing campaign implementation plan template provides a systematic approach to effectively target your audience and bring your ideas to life. From initial brainstorming to execution and performance tracking, this template guides you through every step of creating and implementing a successful marketing campaign.

#10 - Change management implementation plan template

Managing organizational change? Our change management implementation plan template provides a structured pathway to navigate transitions. Address communication, training, and stakeholder engagement while minimizing disruptions. This template helps you guide your team through change with clarity and purpose.

✨More related templates:

• Innovation strategy plan template
• Business strategy roadmap template
• Corporate Strategy Template
• Execution Plan Template
• IT Implementation Plan Template

​​​​Execute Your Implementation Plan With Cascade 🚀

Start planning and executing your implementation plan with Cascade’s easy-to-use implementation template. Each template comes with additional free tools you’ll need to reach your outcomes faster, such as:

• Collaboration features
• Reporting and monitoring tools
• Different strategic views
• Powerful integrations

What are you waiting for? Get started with a free Cascade account and try our implementation plan template to level up your strategic planning and execution.

Implementation Plan FAQs 

What are the 6 areas of implementation.

As you build your implementation plan, you should cover these areas:

• Set objectives and outline desired outcomes.
• Research factors that will impact your plan and the business.
• Conduct a risk assessment and prepare contingency plans.
• Create milestones and assign metrics to measure success.
• Assign responsibilities to key individuals and project teams.
• Allocate resources that will support your execution.

What are the 4 major components of an implementation plan?

An implementation plan should have 4 major components that answer the following questions:

• What? → Your initiatives and projects. 
• How? → Your budgets and resources.
• When? → Your timelines.
• Who? → Your collaborators.

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What is an Implementation Plan? [& How to Do Yours Right]

Updated: November 12, 2021

Published: May 10, 2021

Project management doesn't exactly lend itself to freestyling. You can't really wing it and bank on your intuition to successfully guide you as you go. You have to put in a lot of thought, carefully plan, determine relevant metrics, and observe progress on an ongoing basis if you want your project to come to fruition.

And you can't just trust your memory to address all those actions and elements. You need something known as an implementation plan — a document that covers most aspects of your project's blueprint and preferred trajectory. 

Here, we'll explore the concept a bit further, review how you can make one of your own, cover the key components yours should include, and look at an example of one done right.

What is an implementation plan?

An implementation plan is a step-by-step list of tasks — all with specific owners and deadlines — designed to outline and guide a strategic plan for carrying out a project. It keeps a project's timeline, stakeholder responsibilities, team dynamics, and resource allocation clear through the implementation process.

Your implementation plan serves as a backbone for your project and a consistent reference point to ensure that you and your team are on track to deliver what you need to on time. It should be well-structured, carefully sequenced, and readily visible to everyone involved.

Everyone from management to lower-level stakeholders needs a comprehensive picture of what's going on, their specific responsibilities, and what to expect from the rest of their team.

The nature and structure of implementation plans vary from organization to organization and project to project. So there's no standard format for what one should look like. Still, there are some key points to consider and components to cover when creating yours.

How to Create an Implementation Plan

1. pin down your objectives..

The how, what, where , and when of an implementation plan can't be effectively guided without a firm understanding of the why . What's the endgame? What are you hoping to achieve? What do you stand to gain? Who will benefit if it's carried out correctly? How will you know if you succeeded? What metrics will you use to gauge your success?

You need to have a firm grasp on all of those questions before jumping into the rest of this process. Your objective frames the rest of your implementation, dictates how you set goals, and informs how you adapt to new challenges as they emerge.

2. Tap a specific owner for the implementation process.

Your implementation plan is likely going to involve multiple stakeholders, but in most cases, a project can't be carried out efficiently if it's done exclusively by committee. You need to have one primary owner at the helm of the process, keeping everything in check and on track.

This person will be responsible for tasks like assigning responsibilities, keeping tabs on the plan's progress, monitoring lower-level stakeholders, ensuring the execution remains productive, and any other broader actions that keep the broader project moving.

3. Conduct a risk assessment.

You need to have as comprehensive a picture of what might go wrong with your project as possible before you launch into it. That way, you can anticipate any potential hitches and plan how to address them accordingly.

That's why conducting a risk assessment for your implementation plan is so crucial. You need to thoroughly cover your bases to avoid issues like spending outside your budget or missing deadlines.

If you don't know where to start, take a look at similar projects your company or competition might have carried out. See any issues they ran into, and ensure that you have safeguards in place to deal with those problems, should they arise.

4. Set a budget

If your project warrants creating an implementation plan, it's not going to be free. You'll have some funding, but that probably won't come in the form of a blank check. You need to determine an appropriate price range that accounts for what you think the project will cost and what you're comfortable spending to see it through.

You're best off methodically considering how much the individual tasks that compose the plan will cost and applying the findings of your risk assessment to account for other financial issues that might arise. It might also be worth looking into similar projects and using their budgets as a reference point for yours.

5. Allocate individual responsibilities to team members.

Here's one of the key points where your project owner demonstrates why you tapped them for the job. They need to thoughtfully and effectively delegate tasks to the team you've put together. Every task in the plan needs to have someone personally accountable for it.

Team members need to know which pieces of the project they're responsible for, why those pieces are necessary, and why they — specifically — are responsible for them. You also need to clearly establish the results you expect to see from each task. Keep your standards and intentions clear, and you'll get the most out of each stage of the project.

6. Develop a plan schedule.

Once you have the building blocks of your plan squared away, it's time to put a timeline together. Organize your tasks, and set deadlines for when they need to be accomplished and broader milestones that track the project's overall progress.

That said, you should be willing to account for potential hiccups, like scope creep or communication breakdowns. One way or another, you need to put together a tight, well-defined schedule that lends itself to efficiency and positive morale.

Implementation Plan Components

• Relevant Team Members
• Schedule and Milestones
• Resource Allocation
• Key Metrics for Success
• Acceptance Criteria
• Success Evaluation

1. Relevant Team Members

Identifying who's going to be involved in a project is one of the points to consider when putting an implementation plan together. You need to have a clearly defined picture of all the stakeholders who will be assuming any responsibilities throughout the implementation process. If you don't, you can't clearly allocate tasks, keep tabs on progress, and ensure your implementation is as organized and well-oiled as possible.

2. Key Tasks

At its core, an implementation plan is meant to document a series of actions, so you can't exactly have one if you don't know what those actions are. When you put your plan together, you have to outline what steps you intend to take to get from start to finish.

3. Schedule and Milestones

As I mentioned in the last section, you need a firm schedule in place to hold stakeholders accountable, keep your implementation on track, and ensure that everyone involved in your project is on the same page.

4. Resource Allocation

Virtually any task specified in an implementation plan — like any task in any context — requires resources. You need to ensure that every stakeholder involved has access to whatever they need to fulfill the responsibilities you've assigned to them. You don't want to leave any team member high and dry without the means to get their job done.

5. Key Metrics for Success

You'll have a hard time determining whether your implementation plan is successful without defining how your success should be measured. By monitoring specific, relevant metrics throughout your project, you can have a pulse on whether your current strategy is effective or if you might need to shift gears.

6. Acceptance Criteria

How will you know when your project is done? What will tell you when your implementation plan has actually been implemented? You need to define the criteria that let you answer those questions before creating your plan and setting it in motion.

7. Success Evaluation

As a sort of extension of the point above, you need to know how you're going to evaluate whether your plan actually worked — and the extent to which it did. Have certain metrics and benchmarks prepared to tell you whether your project accomplished what it needed to.

Implementation Plan Example

Your implementation plan is going to be unique to your team and the project you're carrying out — and the format you go with will likely reflect that specificity. Here is an example of what one could look like.

Image Source: Service Engineering Lab

Your implementation is going to be exactly that — your implementation plan. It's going to be specific to your needs and project specifications. You might not include every component listed here, or you might include some more. Yours could look like the example we've listed, or it could wind up looking different.

Still, this article provides a solid starting point for you to consider when putting yours together. If there's anything to take away from this piece it's this — have a plan in place for your implementation, document it, and track it as your project progresses. If you take those strides, you'll put yourself in the best possible position to see your project through to the other side smoothly and efficiently.

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Implementation Plan: What is it & How to Create it? (Steps & Process)

Organizations are successful because of good implementation, not good business plans ~Guy Kawasaki

Planning is necessary to map out what you need to do in order to achieve your goals. However, without the execution of those plans, you won’t get anywhere. The implementation of an idea is how you start your journey towards achieving your goals and eventually reach your destination.

For businesses, an implementation plan plays a crucial role in the development and execution of an idea, project, or methodology. In fact, the  Harvard Business Review reported  that companies with an implementation and execution plan saw 70 percent greater returns than those who don’t have one. But let’s not get ahead of ourselves.

Let’s first quickly understand what is an implementation plan, how do you make one, and how to execute it successfully? Read on…

What is an Implementation Plan? (Definition)

The implementation plan facilitates the execution of a plan, idea, model, design, specification, standard, algorithm, or policy by presenting clear implementation steps that need to follow. Thus, an implementation plan is the documented steps you need to take to successfully achieve your implementation pursuits.

Implementation plans are usually made to support the strategic plan created by an organization. Now, what is a strategic plan you ask? Well, a strategic plan is a document defining the strategy by which your team will accomplish certain goals or make decisions. Strategic plans are made to guide a business decision, a new business venture, or an upcoming project or initiative.

Therefore, the goal of the implementation plan is to effectively implement company strategy and lay down the step-by-step process of bringing the project to success.

What are the Benefits of an Implementation Plan?

An implementation plan puts organizational resources to use and develops a tactical plan to execute the strategic initiative. It thus plays a huge role in the success of your overall strategic plan. Even if you have the greatest, iron-clad plan or strategy, it’s totally pointless if you don’t put the plan into action. Here are some of the many benefits of an implementation plan:

1. Provides Clarity

Writing an implementation plan gives you better clarity of thought and improves your own understanding of the project. When you are forced to think things through, you are better able to document as well as communicate the plan to team members, upper management, and get everyone on board.

2. Keeps Everyone on Track

Your implementation plan lays down exactly what tasks need to be done, how to do them, who needs to do them, keeping everyone on board, and removing any sort of confusion or doubts. When everyone knows what their roles and responsibilities are, it’s easier to stay on track and keep everyone accountable.

3. Improved Cooperation

Working on projects requires the cooperation and collaboration of many employees. The better the cooperation amongst team members, the better the synergy and the overall execution.

Read more:  How to Create a Strategic Process Improvement Plan?

4. Increased Buy-In

When you have a solid implementation plan that is well researched, documented, and presented, you ensure buy-in from all key stakeholders of your organization. When upper management is on board, it’s easier to get resources allocated to your project and ensure smooth project execution.

6 Key Components of an Implementation Plan

Every implementation plan comprises of some key components that need to be analyzed and thought-through before communicating the plan with your team:

1. Outline Goals/Objectives:  Start with defining the goals and objectives of the implementation plan. What do you want to accomplish? What is the project scope ? Why are these goals important? How do these goals fit into the overall organizational vision and mission?

2. Assign Responsibilities:  Assigning roles and responsibilities provides a clear picture of what needs to be done and by whom. The clearer you define these responsibilities, the easier it will be to keep people accountable.

3. Implementation Schedule:  Schedules help track, communicate, and keep an eye on progress for your project, keeping all stakeholders in the loop with what’s going on.

4. Resource Allocation:  One of the main purposes of an implementation plan is to make sure that your team has access to enough resources in order to execute the plan effectively and without any hiccups. Make sure you know exactly what you need, how much you already have, and how you will procure what’s needed.

5. Define Metrics:  How will you determine project success? Every implementation plan must identify KPIs (Key Performance Indicators) to establish how it will measure success and failure. This also allows you to measure progress and celebrate milestones to keep the team excited.

6. Contingency Plan :  Planning for challenges is as important as planning for success. Make a plan for how your team will navigate rough waters in case you go over budget, don’t have enough resources, or are approaching deadlines. This way you won’t get off-track when challenges arise, and you will be able to steer clear of them easily.

Now that you know the key components of an implementation plan, it’s time to put this knowledge to use and learn how to write an implementation plan for yourself…

Read more:  How to Create an Effective Operational Plan for Your Business?

How to Write an Implementation Plan? Follow these Steps and Processes:

Okay Folks, it’s time to get into the ‘how’ of the implementation plan and create a solid document. When creating such a document, you need to be more detailed and thorough, explaining everything clearly to all team members who will be viewing this document.

Make sure you include the following steps in your implementation plan:

Step 1. Introduction

Kickoff your implementation plan with a brief introduction, outlining the vision, mission, and purpose of your project or initiative. You can additionally include how this project ties up with the overall organizational mission and lay down all the assumptions or limitations of your project.

Step 2.  Team Members Involved

In this segment, you can describe the team involved in the implementation of the project. Include the names, roles, and responsibilities of key project stakeholders, and key points of contact.

Step 3.  Tasks

This is an important area in your implementation plan as here you need to describe the key tasks and steps involved in the implementation of the strategy. If you have already begun with a task, note down the status and progress of the task in this section.

Step 4.  Implementation Schedule

An implementation schedule outlines project timeframes and milestones. Schedules keep everyone on track with task progress and help to keep everything on time and under budget.

Step 5.  Resource Management

Describe the resources needed (people, time, money, equipment, software, departmental help, etc.) to support successful implementation. Think through this section thoroughly to ensure smooth project implementation, and support fair asset allocation.

Step 6.  Additional Documentation

In this segment, you can attach any other documentation that supports your implementation plan. This could include proof of successful past project executions or a PDF of your strategic plan.

Step 7.  Define Metrics

Without specifying success metrics, you will never know if you are on the right track or are even executing the right strategy. Define the metrics you will use to measure success and how and when will you review your progress.

Step 8.  Project Approval

If you need upper management’s approval before kicking off implementation, add some space for a formal signoff.

Read more:   Change Management Plan: What, Why, and How to Write?

Use a Documentation Tool like Bit to Create a Robust Implementation Plan

The key to successful planning and implementation is…*drumroll*… DOCUMENTATION. This is exactly why all smart project managers use documentation tools like Bit.ai to create a solid, interactive, and visually appealing implementation plan for their team.

What the heck is Bit.ai? Well, it’s an all-in-one document collaboration platform designed for the modern-day workplace. Using Bit, your team can collaborate in real-time and create implementation plans and all other documents – under one single roof!

1. Pre-Built, Beautiful & Fully Responsive Templates: Okay, you’ve created the implementation plan for your team to understand their goals and responsibilities. But, what if the plan itself looks dull and poorly formatted? Your team members won’t understand a thing, and that’s for sure.

You might not have the time to pay attention to the presentation aspect but don’t worry, because Bit does the formatting and designing for you! Bit.ai has over 90 fully responsive and gorgeous templates . Just pick one, insert your content and let Bit handle the rest.

Few documents templates you might be interested in:

• SWOT Analysis Template
• Business Proposal Template
• Business Plan Template
• Competitor Research Template
• Project Proposal Template
• Company Fact Sheet
• Executive Summary Template
• Operational Plan Template
• Pitch Deck Template

2. Rich Embeds:  What if you could embed all your important files – in one single document? We’re talking about those charts, excel sheets, presentations, and the other files that you created while brainstorming the strategies.

Won’t that make your implementation plan so much more comprehensive? And your team won’t have to jump through different files to get information! Luckily, Bit lets you embed over 100 rich media integrations ! That means you can create media-rich and interactive, modern workplace documents!

3. Real-time collaboration : If your team members work on the implementation plan together and take inputs and ideas from one other, it is bound to be perfect! Luckily, Bit.ai helps you with that.

It allows you and your team to collaborate on a Bit document in real-time using @mentions, highlight features, and comments. Every document comes with a separate comment stream!

4. Organized Workspaces & Folders:  An implementation plan isn’t a “one-size-fits-all” thing. You’ve to customize it for every project that your company undertakes. This is exactly why you need to use Bit! On Bit, you can create infinite workspaces around projects, teams, departments, and clients to keep all your work organized.

There’s nothing like Bit.ai out there when it comes to creating documents like implementation plans! With a FREE account for up to five members, there’s no reason why you should not give this super cool platform a try!

Watch the video below to learn more or sign up for a FREE account and start exploring yourself!

What are You Waiting For?!

Without implementation plans, your strategic initiatives will never see the light of the day. Good implementation planning lays the foundation for successful project execution.

It creates a blueprint which your team can follow to successfully execute projects and measure their progress along the way. With tools like Bit, creating such documentation is easier than ever. So, what are you waiting for? Sign up for a free account and start creating your implementation plan today!

Further reads:

How to Create a Procurement Management Plan: Step by Step Guide

Business Development Plan: What Is It And How To Create A Perfect One?

Risk Management Plan: What, Why, and How to Write?

Cost Management Plan: What, Why, and How?

How to Create a Product Plan the Right Way?

How to Create a Project Management Communication Plan?

What is a Marketing Plan and How to Create One for Your Business?

What is Product Adoption & How to do it Right?

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About Bit.ai

Bit.ai is the essential next-gen workplace and document collaboration platform. that helps teams share knowledge by connecting any type of digital content. With this intuitive, cloud-based solution, anyone can work visually and collaborate in real-time while creating internal notes, team projects, knowledge bases, client-facing content, and more.

The smartest online Google Docs and Word alternative, Bit.ai is used in over 100 countries by professionals everywhere, from IT teams creating internal documentation and knowledge bases, to sales and marketing teams sharing client materials and client portals.

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Implementation plan: how to carry out your project from A-Z

Managing a new project is like baking. If you want to control the results, you need to follow a recipe. Even if you’re tackling something completely new, re-using steps and processes from a related product can help you avoid certain setbacks and headaches.

Developing and optimizing an implementation plan can help you keep teams on track, avoid duplicate work, and minimize time-consuming decision-making. It’s one of the best ways to bring big strategic goals to life without overusing resources.

In this article, we’ll cover what an implementation plan is, why it matters, and the optimal way to create your own.

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What is an implementation plan in project management?

An implementation plan is essentially a detailed, step-by-step recipe for completing a project, process, or business objective.

It outlines specific steps and who’s responsible for them. It goes beyond deliverables like in a work breakdown structure (WBS) and dives deeper than strategic objectives, scope, and milestones like in a product roadmap. An implementation plan gets down to brass tacks and lays out the process, so even the newest of new hires fully understands it.

For example, if your high-level goal is to improve your marketing campaign, you can break it down into tangible steps such as: creating flyers, updating your website landing pages, and more.

Then you can assign each activity an owner and add important information about its status, timeline, priority, progress, and more.

Companies often develop an implementation plan to reach specific objectives from a strategic planning meeting. In the example above, the strategic objective of the month’s project is to improve marketing campaign performance. The team broke that goal down into separate deliverables:

• Site redesign
• New banner ads

Because the board builds the workflow onto the table, there’s no need to further separate the tasks into design, development, and final approval stages. All team members can see important information at a glance.

Even if you use another view, like a Kanban board , you could easily add columns to represent your workflow, rather than creating extra cards and confusion.

With other planning strategies out there though, do you really need to learn another method? We’ll break down why it may be worthwhile.

Why do you need a solid implementation plan?

In 2020, research found that 31% of projects failed—at least partially—due to poor upfront planning. A solid plan reduces the chances of failure with a better, smoother process for everyone involved. Let’s take a closer look at 4 benefits of implementation planning:

Benefit #1: It facilitates smooth collaboration between teams and leaders

Structure makes it easier for teams to work together. A shared implementation plan and schedule gives every team member and leader insight into who’s doing what at any given time. So if someone has something to contribute at any stage, they can easily step up. A shared plan also boosts communication when everyone can see the full picture and ask questions or receive help along the way.

Benefit#2. Everyone stays on track

With a solid plan, there’s never any doubt about the next steps to take. That helps keep everyone on track throughout the project. Your team doesn’t miss a step wondering what comes next after they finish a task. With a project management implementation plan, everything is laid out clearly from start to finish.

Benefit #3. Implementation plans ensure teams see core benefits

The implementation plan can act as the compass guiding your team towards true north, in this case, the end benefits and strategic objectives. When your marketing team renews a campaign, the objective isn’t to make something new. The goal is to improve the ROI or reach a new demographic.

( Image Source )

When done right, the plan goes beyond outcomes to make sure that your company benefits from the project.

Benefit #4. Follow the shortest path to the desired outcome.

There are a lot of ways to get from point A to D. The plan should help your team avoid scope creep and stick to the shortest path to success. Like a GPS, a plan helps you avoid windy country roads that considerably slow you down. As a company, enjoying the view is rarely a priority.

Before we start diving in to creating one—those were some pretty nice benefits, after all—let’s take stock of what’s needed on our end to make it happen.

What does a project implementation plan consist of?

A thorough plan includes objectives, activities, a schedule, teams and responsibilities, milestones, KPIs, and even some contingency plans. Together, these elements are the building blocks of a solid foundation for project execution.

Of course, the must-haves depend on the scope of the project. Replacing the company printer probably only needs a 3-step action plan. Let’s break down what’s typically included in a project implementation plan:

• Goals or objectives

Your project should have a specific goal or objective. Aimless projects are a great way to empty company coffers for no reason. On the other hand, you don’t need to brainstorm a new goal from scratch every time. You can choose objectives from strategy planning sessions or meetings with customers or stakeholders.

• Core deliverables and activities to make objectives a reality

What do you need to deliver on the project goals? Break down these core deliverables into a step-by-step work plan. These action steps are what most employees think of when they hear the word plan.

• Implementation schedule

It’s not enough to just plan out the specific actions to take. When you do what matters. A schedule is essential for implementing a project effectively. If you’re working on a building site, carpenters won’t have much to do if they arrive before the foundation is finished.

• Teams, roles, and responsibilities

Who will work on the project and what deliverables will they own? A clear division of labor is a necessity, at least at the team level, to avoid duplication and confusion.

• KPIs and milestones

If your objective is to deliver a physical product, you can set logical milestones, like finished design, prototype, user testing, etc. If you’re working to improve a process or marketing campaign, single out key performance indicators (KPIs). Below, you can see an example of KPIs for improving a Google Ads campaign. They include both platform-specific KPIs and actual output KPIs.

• Contingency planning

What will your team do if something goes wrong? If there are any likely or high-impact risks, you need to address these in a contingency plan.

If it seems like there’s a lot that goes into an implementation plan, you’re not wrong. Luckily, we have a way to break it down into smaller bites.

How to create an implementation plan in 5 simple steps

Here’s how to create an implementation plan that will make a difference.

#1. Start with the objectives

Start with the objectives and figure out what your company or team needs to deliver to get there.

The initial high-level project outline doesn’t need to be detailed. If you’re improving an existing product, start including external stakeholders like customers and retailers at this stage of the process to identify what outcomes they’d like to see.

#2. Figure out the necessary people, roles, teams, and resources

Once you’ve got your deliverables down, you need to figure out how you can make that happen.

• Do you need to bring in some talent from other departments?
• How much budget do you need?
• Do you need to use company vehicles or other equipment?
• Who should own what deliverables?

It’s better to make these decisions early on in the project and let domain experts assist with planning and scheduling specific activities.

#3. Map out core activities and start scheduling

Once you’ve got a few senior engineers, developers, or other experts on board, it’s time to start planning in detail. They can help you avoid costly changes as you move out of the design stage of the project.

Break deliverables down into smaller, actionable steps in this stage and schedule each activity in a way that makes sense. The action plan should be as accurate as possible, but not 100% set in stone. You may have to change it to adapt to the market.

#4. Set clear milestones and expectations

Everyone, from your team to your clients, should be crystal clear about what will be considered a successful project.

#5. Add buffers and contingencies

For larger projects, thorough requirement and risk analysis is a must. Those learnings should shape your resource allocation and scheduling. It’s a good idea to add safety buffers into the schedule to ensure smooth execution. You also need to budget in contingencies for common risks, such as if a team member takes time off.

Bonus step: choose a platform that makes implementation planning easier and more effective

Trying to do project management without the right features is possible, but it’s also an unnecessarily slow and painful process. On the monday.com Work OS, you get access to every feature a project manager could ever want, including:

• Gantt chart or other timeline visualization – want to visualize the timeline of your project? Set up a Gantt chart with a few clicks. You can even edit the schedule in the drag-and-drop timeline view. That makes it easy to check and touch up a project schedule.

• Task assignment with responsibilities and notifications – easily assign work items and entire workflows to teams or individuals. They’ll automatically get reminders for changes, milestones, and deadlines.
• Real-time communication – communicate directly on assigned work item cards with mentions, file attachments, and threaded discussions. That way, there’s no risk of essential information getting lost in a wave of new messages.

• Detailed reporting and dashboards – Stay on top of the project execution and meet your milestones with custom dashboards and reports. Use widgets for status overview, resource management , time tracking, calendar milestones, and more. No organization should leave its projects up to chance. Follow the data.

And that’s just naming a few. To bake the perfect recipe, you need all the ingredients and all of the steps. monday.com can help.

Carry out successful projects with a solid plan

It’s difficult to turn any project from an idea into reality without a solid plan. The risk of creating duplicate work, decreasing team focus, and losing track during changing markets and objectives are exceedingly high. An implementation plan outlines the tangible steps and schedule that helps you manage a project successfully without feeling overwhelmed.

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• What is strategy implementation? 6 key ...

What is strategy implementation? 6 key steps to success

Strategy implementation is the process of turning your strategic plan into action. Whether you’re executing a new marketing plan to increase sales or introducing a new work management software to increase efficiency—your plan is only as valuable as the implementation. In this article, we cover the pitfalls of strategy implementation and how you can avoid them. Plus check out different frameworks associated with this process to set you up for success.

Having a strategic plan is great, but unless you have the bandwidth, resources, and support to implement your plan it’s not going to drive actual change in your organization.

We’re going to cover the key steps of strategy implementation, including potential pitfalls and how you can avoid them, and introduce you to a few frameworks to help you successfully implement any strategy you’re currently working on.

The 6 key strategy implementation steps

Before you can implement your strategy you need to create a strategic plan .

Your strategic or implementation plan outlines the steps your team or organization needs to take in order to achieve a goal or objective. Your implementation plan is the roadmap to a successful strategy execution and should include the following steps:

Define your goals

Conduct proper research

Map out any risks

Schedule all milestones

Assign tasks

Allocate helpful resources

Once your strategic plan is set, it’s time to get it on the road! There are six steps to follow on your way to a successful implementation.

Step 1: Set and communicate clear, strategic goals

The first step is where your strategic plan and your strategy implementation overlap.  

To implement a new strategy, you first must identify clear and attainable goals. As with all things, communication is key. Your goals should include your vision and mission statements , long-term goals , and KPIs . 

The clearer the picture, the easier the rest of your strategy implementation will be for your team and organization—simply because everyone will be working towards the same goals. 

Step 2: Engage your team

To implement your strategy both effectively and efficiently , you need to create focus and drive accountability. There are a few ways in which you can keep your team engaged throughout the implementation process:

Determine roles and responsibilities early on. Use a RACI matrix to clarify your teammate’s roles and ensure that there are no responsibility gaps.

Delegate work effectively . While it can be tempting to have your eyes on everything, micromanagement will only hold you back. Once you’ve defined everyone’s roles and responsibilities, trust that your team will execute their tasks according to the implementation plan.

Communicate with your team and ensure that everyone knows how their individual work contributes to the project. This will keep everyone motivated and on track.

Step 3: Execute the strategic plan

Allocate necessary resources —like funding for strategic or operational budgets—so your team can put the strategic plan into action. If you don’t have the right resources you won’t be able to achieve your strategic plan, so this should be a top priority. Here’s how you can ensure that your team has the resources they need:

Start with the end in mind to effectively align your project’s objectives, key deliverables, milestones, and timeline.

Identify available resources like your team’s capacity, your available budget, required tools or skills, and any other unconventional resources

Define a clear project scope so you know exactly what your project needs when.

Share your project plan with everyone involved in the implementation process using a work management tool.

The better built out your strategic plan is, the easier it will be to implement it.

Step 4: Stay agile

You’ll inevitably run into issues as you begin implementing your strategy. When this happens, shift your goals or your approach to work around them. 

Create a schedule so you can frequently update the status of your goals or implementation strategy changes. Depending on the strategy you’re implementing, you can create weekly, monthly, or quarterly project status reports . Share these updates with your external stakeholders, as well as your internal team, to keep everyone in the loop.

Having a central source of truth where you can update your team in real time will help you streamline this process. Asana’s work management software allows your team to coordinate projects, tasks, and processes in real time but also gives you the freedom to get work done asynchronously —providing everyone with the visibility they need to understand who’s doing what.

Step 5: Get closure

Once you implement the strategy, connect with everyone involved to confirm that their work feels complete. Implementing a strategy isn’t like a puzzle that’s finished when the last piece is set. It’s like planting a garden that continues to grow and change even when you think you’re done with your work.

Getting closure from your team will be the second to last milestone of your strategy implementation and is a crucial step toward completion.

Step 6: Reflect

Conduct a post-mortem or retrospective to reflect on the implemented strategy, as well as evaluate the success of the implementation process and the strategy itself. This step is a chance to uncover lessons learned for upcoming projects and strategies which will allow you to avoid potential pitfalls and embrace new opportunities in the future.

What you need to implement a strategy

No matter how well thought out your strategy is, you’ll need these five key components to successfully implement any strategy.

You’ll need a team that not only understands the strategy you want to implement but also has the skills and bandwidth to support you. Appoint, hire, and train the right people for the job and ensure that the competencies needed to succeed are present in your project team.

Asana’s Customer Success team was invaluable to our implementation process. They took the time to understand our business and showed us how to create practical workflows and processes to get the most out of Asana. We couldn’t have done it without them.”

Effective resource allocation is one of the most important parts in strategy implementation. Resources can be both financial (e.g., cost of labor) and non-financial (e.g., time to implement strategy).

Organization

Everyone in your organization needs to know what their responsibilities are so they can be accountable for their part in implementing the strategy. This also means that the chain of command has to be defined and communicated so everyone knows who to communicate with during the implementation process.

The tools, capabilities, and systems you’ve put in place are another key component. You have to know what the functions of each of these systems are and how they will support your strategic management process during and after the implementation. 

The final key component is the organizational culture within your company. Rolling out new strategies can be confusing and stressful for teams. Ensuring that everyone knows what they need to know and feels valued and included is crucial for a successful and effective implementation.

McKinsey’s 7S framework

McKinsey & Company is a world-renowned management consulting firm that, among other things, created a framework of seven factors needed to implement a strategy successfully.

The factors can be split into hard elements (strategy, structure, and systems) and soft elements (shared values, skills, style, and staff). While the hard elements are easy to identify and influence directly, the soft elements are less tangible and typically influenced by the company culture versus a manager or other direct contact.

Let’s take a quick look at the McKinsey 7S Model, beginning with the hard elements:

Strategy: Your organization’s plan to establish or maintain a competitive advantage over others in the field

Structure: Your company’s organizational structure

Systems: The day-to-day procedures and activities performed by your teams

These are the soft elements of the framework:

Style: The leadership style in your organization

Staff: Your team and their general capabilities

Skills: Your team’s competencies and skills

Shared values: Your organization's core values

You can apply this framework to your strategy implementation process by looking at your organization’s shared values first and ensuring that they align with your hard elements. Next, identify how well your hard elements support one another and where changes could improve their interaction. After you’ve established that, do the same for your soft elements.

This analysis helps you identify elements that are working well and elements that need improvement. Applying this framework to your strategic plan and strategy implementation process helps you get a better feel for how well your organization can implement change.

The three Cs of implementing strategy

Business consultant and author Scott Edinger coined the three Cs of implementing strategy —clarity, communication, and cascade. They’re the three steps you should keep in mind if you want to implement your strategy successfully.

Let’s take a closer look at what they represent.

Clarify your strategy. Ideally, strategy was well received in the boardroom and your stakeholders and executives are on board. However, if it’s not clearly defined, you may lose your mid-level and frontline team members along the way. Your team can only implement a strategy they understand, so be clear with what your goals and strategic objectives are.

Communicate your strategy. A poster, announcement, or newsletter won’t be enough to communicate a new strategy to your organization. Diversify your communication strategy to ensure that teams know what’s going on and create opportunities to ask questions so everyone feels like they’re part of the process.

Cascade your strategy. A well implemented strategy cascades through your entire organization. Involve your organization’s managers and ensure that they understand the strategy so they can forward relevant information, tactics, and processes to their teams. While you may have informed your organization during the communication stage, this step is crucial in aligning every last teammate with your new strategy.

Next, let’s have a look at some of the challenges you’ll encounter during strategy implementation.

Strategy implementation pitfalls and solutions

A big undertaking like the implementation of a new strategy comes with its fair share of obstacles. Below are four of the most common pitfalls you’ll encounter when implementing a strategy plus a few tips on how you can create solutions for your team. 

1.  Overwhelming or meaningless strategic plan

Problem: If the strategic implementation lacks meaning and potential or if there is an overwhelming number of puzzle pieces to consider, it can really put a wrench in your implementation. 

Solution: Use SMART goals to ensure that your strategic plan is specific, measurable, achievable, realistic, and time-bound. This framework will ensure that your strategic plan is both meaningful and possible to implement.

2. No implementation in sight

Problem: It’s great to have a strategic plan but without the resources and support from upper management, the implementation may never happen.

Solution: Your strategic plan should include clear goals, consequences, and requirements to inspire the actual implementation of your strategy. The clearer the document, the easier it will be to get the resources needed to turn it into action.

3. Lack of communication and ownership

Problem: A team that’s not 100% sure what the strategy actually is and doesn’t feel confident about their respective tasks can make your implementation process come to a halt before it’s even begun.

Solution: Clearly define each team member's responsibilities and delegate any relevant work. This gives team members a sense of ownership over the outcome of the strategy implementation. Ensure that your teammates have the authority and resources to execute their tasks.

4. Lack of accountability and empowerment

Problem: Low visibility and a lack of accountability can make your team feel helpless. 

Solution: Schedule regular strategy review and team meetings to discuss each team member’s progress, issues that are arising, and strategy shifts that can contribute to the success of your implementation. Track the progress to give your team a sense of accomplishment whenever they check off another goal they’ve met.

As long as you’re aware of the challenges, you can tackle them head on and avoid unnecessary setbacks.

Plan, implement, celebrate

Change isn’t easy but in order for your team to grow, it’s crucial that your organization does too.

Whether you’re in the midst of developing your strategic plan with a small project team or you’re already communicating your strategy to the entire organization, reliable project management software is critical in ensuring that everyone has access to the resources they need.

And once the strategy is successfully implemented, don’t forget to give yourself and your team a pat on the back. After all, celebrating milestones like these is important too!

Sources: Harvard Business School | MindTools | OnStrategy

Related resources

How to accomplish big things with long-term goals

Smooth product launches are simpler than you think

What is stakeholder analysis and why is it important?

Understanding dependencies in project management

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10 Implementation Plan Templates in Excel & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Effective planning is instrumental to your organization’s success. A good plan becomes the roadmap of an idea or strategy, guiding it from conceptualization to launch and maintenance.

Mastering the art of effective project management and planning can be daunting—even for the most seasoned pro—because it requires a lot of collaboration and coordination of tasks, people, and resources.

So how do you create an effective plan and ensure you have all the crucial details? You use an implementation plan.

An implementation plan creates a detailed roadmap to take your project from start to finish and helps you brainstorm your overall strategy for success. It guides your team’s focus while mitigating risks and planning for contingencies .

It can feel overwhelming to make an implementation plan from scratch. Thankfully, fantastic implementation plan templates are available that streamline your workflow, ensuring your team is more productive.

Let’s look at 10 free templates for project implementation planning , covering a variety of scenarios and needs, which you can use to start planning your next project .

What is an Implementation Plan Template?

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An implementation plan template is a pre-built framework that guides your project. It outlines all the steps, tasks, resources, and timelines needed to make your project a success. You and your project team can use this implementation strategy in the planning stage to thoroughly investigate the process and consider the resources you’ll need.

This ready-to-use tool allows you to focus your time on your strategy execution instead of building a planning framework from scratch. When filled out, the template becomes a roadmap for your team. It records your team members’ responsibilities, task deadlines, and the project’s next steps.

Implementation plan templates vary depending on your project, organization, and project management team’s needs. Many templates will include sections such as:

• Project objectives
• Deliverables and individual tasks
• Timeline view
• Roles and responsibilities with project stakeholders
• Risk management 
• A list of all other variables, and in some cases, budget constraints, potential risks, and contingency plans

Your implementation plan should be a living document, changing with your project’s evolving needs as it moves forward. The ready-to-use templates need to be flexible and easy to update.

Do you need an effective implementation planning template for your project management team? These are some of the essential elements to look for:

• Customizable : A template should be a framework that you can customize according to your project’s needs. The more you can modify it, the more relevant and useful it becomes. You should be able to add and remove sections, such as resource allocation, objectives, and risk assessment, as needed. Customization options will make the template more scalable and reusable 
• Collaborative : If only one team member can update the framework, your project management team will accrue many admin hours. A template is more effective when it allows for easy collaboration. Your team can update their portion of the roadmap as they move through their tasks and paint a more accurate picture of the project’s progress, giving you or your project manager more time to focus on other needs
• Built-in milestone evaluations : A template’s success increases when it includes a way to evaluate project milestones. These evaluations alert you to potential issues or roadblocks and help you adjust your strategy to keep the project on track. They can also help create more realistic and achievable goals 

A great template should be user-friendly and empower your team to create a thoughtfully planned implementation strategy. With these key features, an implementation plan template helps teams deliver better results.

10 Implementation Plan Templates to Use in 2024

Want to find a great template for your next implementation planning session? Whether you are launching a product , improving an internal process , or needing help to onboard new clients, these 10 implementation planning templates will guide you toward success.

Looking for a customizable and user-friendly catch-all template for every project? The ClickUp Project Implementation Plan Template delivers. The template has all the essential features for successful implementation planning in a sleek, easy-to-use format, clear enough even for planning beginners.

Define your project’s goals and objectives to start your implementation plan within the template. The template allows you to break down the goals into actionable steps and assign responsibilities and resources to those tasks.

This creates a clear outline of roles and responsibilities for team members, from the start of the project through launch and into the maintenance phase. The resource overview lets you know who is available and who may need additional help.

From there, you can create a Gantt chart with a few clicks and set more realistic deadlines for each milestone. The handy time-tracking feature helps you determine where roadblocks are and streamline your future planning.

You access additional functionality when you work within the ClickUp platform. You can use the built-in Whiteboard for brainstorming or connect your implementation planning template to other documents within your ClickUp ecosystem for more seamless collaboration. ClickUp offers impressive integration options for the other apps and platforms in your tech stack, fitting seamlessly into your workflow and guiding your project to success.

Looking for a little more from your implementation plan template? The ClickUp Advanced Implementation Plan has what you need. This template includes everything you love about the basic template and adds a new layer of timeline monitoring.

With a glance, this clear and concise implementation plan template provides instant updates on the status of each task in every phase of your project. Track progress bars so you know how each task is going, and stay alert with bright status updates about bottlenecks and roadblocks. The effort monitor also informs you when jobs fall behind and where you might need to add more resources.

The easy-to-use template gives you multiple views for total project oversight, including the project timeline, implementation progress, and a handy Gantt chart. You can easily access the template in the ClickUp platform and customize or tweak it to suit your needs.

Want to get your recruitment and onboarding process on track? There’s a template for that. The ClickUp Implementation Plan for Recruitment guides you through the recruitment process, ensuring new hires have the resources they need for success on your team.

The template acts as a to-do list so you don’t overlook anything during onboarding. It includes completing weekly check-ins and setting up employee tool access. You or your team leader can collaborate with human resources (HR) to update the status so everyone knows exactly where the new hire is in their onboarding journey.

Customize the template to include the planning phases for talent recruitment or add training opportunities for new hires. Add and remove sections with a few clicks to suit your organization’s needs. This template is a must-have template for any HR pro.

The ClickUp Implementation Plan for Simple, Complex, and Enterprise Teams Template is another excellent option for planning your next big project.

The Implementation Overview is a helpful viewing option where your team can find the priorities , progress, and roles on a single page. Due dates and status updates allow everyone to be on the same page by clarifying which parts of a project everyone is currently working on, is stuck on, and has completed.

With plenty of integration options and easy collaboration abilities, this is a template everyone can contribute to without taking hours out of their day to provide status updates. A few taps in the ClickUp platform will update your entire team and give everyone more time to focus on completing tasks.

Are you tackling the enormous task of implementing a new call center? It’s a time-consuming, complex project requiring a lot of planning and coordination. The ClickUp Call Center Implementation Project Plan Template helps you organize your team members, set realistic timelines, and track the project’s progress in real time.

With this template, you’ll manage call center implementation like a pro while informing your team of updates in a single space. Use the template to create a roadmap for the transition and step-by-step instructions for team members collaborating on the project.

This customizable, easy-to-use tool allows you to change everything with a few clicks, so you can develop an implementation plan to successfully launch a new call center.

Everything is readily available on the ClickUp platform, meaning team members can update their task status from any device and keep everyone informed—no matter where they might be working.

Implementing a help desk is a project that requires a lot of your company’s time and resources, but it’s an essential part of meeting your customers’ needs. The ClickUp Help Desk Implementation Project Plan Template streamlines the implementation process and helps you launch your new help desk successfully. You can use this template to create a strategy to reduce the burden on internal resources and complete task due dates, ensuring you reach the execution phase promptly.

Set your help desk team up for success with this template, which includes a clear timeline of daily tasks and an organized workflow to ensure efficiency. The template condenses your implementation plan into one space the entire team can access. This simple tool helps reduce communication errors and clarifies your team’s roles and responsibilities from day one.

Get ready to exceed your customers’ expectations and start planning the launch of your help desk now.

ISO 9001 is the international standard for quality management. Its inclusion within your organization ensures a quality management system that meets your customer and stakeholder needs while adhering to all rules and regulations. While incorporating ISO 9001 within an organization can be transformational, it’s also an incredibly complex process requiring a lot of planning.

The ClickUp ISO 9001 Implementation Project Plan Template Is here to rescue you. This template helps your organization consider the implementation process as you work toward your ISO 9001 certification.

The template helps you consider contingencies and risks while increasing efficiency and enhancing organizational performance. It removes the guesswork from the implementation process and gives you a detailed implementation plan for successful completion.

Is your payroll department struggling? Or are you a new organization creating a payroll department for the first time? The ClickUp Payroll Implementation Project Plan Template helps you create a successful payroll project strategy.

This template clarifies the project scope and task timeline while organizing resources for maximum efficiency. Within the template, easily track the status of each task and see who is responsible for the next steps. This sleek template offers enough space to customize your implementation plan and tick every box.

Start with the template now and explore ClickUp’s great integration options, connecting it with the rest of your tech stack.

Check out these payroll templates !

Your organization can smoothly transition new clients with the ClickUp Implementation Management Template .

This ClickUp implementation plan template follows best practices and focuses on team support and client care. Use the template to bring new clients into the organization while meeting their needs and overlooking no details in their customer journey.

ClickUp pre-populates an implementation plan example as a framework to jumpstart your implementation plan. You can customize the implementation plan example to align with your company’s workflow and needs. The user-friendly design easily adapts to the template, so you create a living document that grows with your company.

Want a project implementation plan that works with MS Office? This Excel Project Implementation Plan Template by Viindoo gives you a beautifully designed spreadsheet where you can plan your next project.

The spreadsheet turns your implementation plan into a functional Gantt chart so that you can track the progress of your project through every step. Gantt charts are excellent for visualizing project tasks and the overall implementation timeline.

Use the information to identify implementation team members’ roles and responsibilities, too.  You can use Excel’s “Edit in Browser” function to collaborate on the implementation plan template with other implementation team members. 

Improve Your Implementation Plans With ClickUp

With the right implementation plan template, you’ll quickly master the art of project planning and strategizing.

Start by choosing a template to guide you step by step when planning. Then customize it to suit your organizational workflow. Each implementation plan template will help you and your team align your organization’s goals, optimize resources, and implementation plan template create a collaborative working environment with clear communication around projects.

The right tools make implementation planning a natural part of your workflow, enhancing your team’s abilities to complete desks without adding to their admin burden. With ClickUp, you don’t need to do this all from scratch.

ClickUp is a tool that can manage all of your projects from start to finish, including your implementation plans. ClickUp implementation plan templates integrate instantly with our robust project management software for effortless collaboration across your entire organization and all your projects.

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How To Implement Your Business Plan Objectives

Breaking down your business goals into actionable steps is key for success

What Is a Business Plan Objective?

Be specific and define clear objectives, break down objectives into tasks.

• Assign Responsibilities/Allocate Resources

Be Mindful of Risks and Create Contingencies

damircudic / Getty Images

A business plan is an important tool to help business owners map their path to success. In addition, business plans may be used when applying for loans or seeking outside investment. But a business plan isn’t worth it if you leave it gathering dust. To make a business plan effective, you have to implement your business plan objectives.

Whether you’re a new business owner or a veteran returning for a refresher, here’s a closer look at common strategies to implement on your business plan objectives.

Key Takeaways

• A business plan objective is a specific goal for your business.
• Making achievable and specific tasks is helpful for successful implementations.
• Track your results and stay prepared to update your business plan if necessary.

A business plan objective is a specific goal you hope to reach with your business. This may be a number of customers, revenue, or profit goal, among others. There are no right or wrong business objectives, in theory, but it’s important to take the time to pick the best goals for your unique business if you’re going through the work to create business plan objectives.

The SMART framework is a popular way to frame goals, and it can be helpful for creating objectives, too. To qualify, an objective must meet these criteria:

• Specific : A general goal like “add more customers” could leave you floundering. Pick a specific number of customers. Every objective should have a clear finish line.
• Measurable : Identify objectives you can measure. For example, you can’t necessarily measure something like “customer loyalty,” but you can measure repeat customers, sales and revenue per customer, and other data points related to loyalty.
• Attainable : You might dream of turning your startup into a $1-million-per-year business. However, that may not be attainable in your first few years. What’s attainable varies widely by the business but in general, you’ll want to find the middle ground between unrealistic and underachieving.
• Relevant : Perhaps part of your business growth strategy involves social media. While it may be fun to see your accounts grow, that may not necessarily be relevant to your revenue and profits. Keep goals focused on what’s most important to achieve, which may not include vanity numbers that are more about ego than results.
• Time-bound : Each objective should have a deadline. If you give yourself unlimited time to get something done, you may never get around to it. With a set due date, you’re giving yourself a little pressure and motivation to hit that goal as planned.

SMART goals are just one method of choosing business plan objectives. You can work to create any objectives you’d like that make the most sense for what you’re trying to achieve.

Even if you don’t follow the SMART goals framework, it’s still wise to be specific and clear when choosing your goals and objectives. Vague and loosely defined goals often set business owners up for failure. Specific and clear business objectives give you and your team, if you have one, a common mission to work toward.

Breaking each objective into smaller tasks can prevent teams from getting overwhelmed and even help you get a clearer picture of what you need to do to prevail. Smaller goals also help you see faster and more frequent successes, which is a good way to stay motivated. An added benefit is an opportunity to foresee any needed resources or roadblocks, such as a need for an outside consultant or a government-issued permit.

Assign Responsibilities and Allocate Resources

Entrepreneurs with “superhero syndrome” think they can do everything themselves and often get burned out in pursuing business goals. Rather than do it all yourself, even if you have the capability, it’s often wise to delegate to others . Employees, freelancers, contractors, and business partners are part of the team. When you can count on others and best utilize their time and skills, you take a wise step to reach your objectives.

Create Milestones and Monitor Progress

Just as it’s a good idea to set smaller goals along the way, it’s also wise to create key milestone moments and monitor progress. You may learn along the way that a certain process can be improved. When a process works well, try to capture and double down on that success. When you stumble or discover inefficiencies, you could have an opportunity.

Monitoring progress helps you know what’s working and what isn’t, so you can adjust goals or methods if necessary.

Not all things go according to plan. If you miss the mark, you could join one of the millions of failed business owners. Stay mindful of risks and if it may be time to pull the plug rather than sink in more money.

Also, you may find successes outside of what you expected. Even the biggest companies pivot to a related product or service when their first idea fizzles. Remember that there’s a lot you can’t control in the business world, so not all business failures should be considered personal failures. Instead, look at them as learning opportunities to draw on in the future.

The Bottom Line

A business plan without clear objectives is at risk of being ineffective. Identify what your objectives are, break them down into small steps, delegate responsibilities, and be comfortable with pivoting when needed and dealing with risk. Taking the proper steps to create realistic objectives isn’t a guarantee that you’ll meet your goals, but it provides the framework to set you up for success.

Frequently Asked Questions (FAQs)

What goes in the objectives section of a business plan.

There is no set template you must follow for a business plan. Business plans can range from a one-page summary to a lengthy, detailed document. If a business plan includes an objectives section, it should include clear and specific goals that help define success for the business.

What is the difference between a goal and an objective in a business plan?

The terms “goal'' and “objective” can be used interchangeably in a business plan. Some businesses may consider objectives as smaller tasks that help reach goals. Regardless of the terminology, goals and objectives are both good for your business’s long-term success.

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Substance Abuse and Mental Health Services Administration. “ Setting Goals and Developing Specific, Measurable, Achievable, Relevant, and Time-Bound Objectives ,” Pages 1-2.

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A Manager’s Guide to Successful Strategy Implementation

• 16 Jan 2024

To address business challenges and concerns, organizations must constantly monitor, evaluate, and adjust their strategic initiatives . When it’s time to implement a new strategy, it’s typically up to managers to do so.

Access your free e-book today.

What Is Strategy Implementation?

According to the online course Strategy Execution , strategy implementation is the process of turning plans into action to reach business goals and objectives . In other words, it’s the art of getting stuff done.

Your organization’s success rests on your ability to implement decisions and execute processes efficiently, effectively, and consistently. Yet, that’s often easier said than done.

“If you've looked at the news lately, you've probably seen stories of businesses with great strategies that have failed,” says Harvard Business School Professor Robert Simons, who teaches Strategy Execution . “In each, we find a business strategy that was well formulated but poorly executed.”

You can learn a lot from failed strategies , and understanding how to implement a successful one is vital to leading change. Here are steps you can take to effectively roll out your business strategy .

4 Steps in the Strategy Implementation Process

1. handle tension.

Making tough choices isn’t easy, and you need to manage any tension that arises with change.

In strategy implementation, tension often exists between innovating to grow your business and controlling internal processes and procedures.

For example, leaders at ride-hailing company Uber have faced challenges in balancing growth and control. While Uber has transformed the transportation industry, its need to expand has led to several instances of misconduct due to insufficient internal controls .

You can manage tension and find balance by designing and implementing levers of control , which comprise:

• Belief systems : Organizational definitions you communicate and reinforce to provide direction to employees
• Boundary systems : Negatively phrased statements that tell employees what behaviors are forbidden
• Diagnostic control systems : Formal information systems that help monitor organizational outcomes
• Interactive control systems : Formal systems managers use to involve themselves in subordinates' decisions that impact strategic uncertainties

These levers help create opposing forces throughout strategy implementation that continuously balance each other. While half of them (belief systems and interactive control systems) promote innovation and inspiration, the others (boundary systems and diagnostic control systems) establish boundaries and threats of punishment when employees cross the line.

To ensure your strategy execution succeeds , use the power of tension when designing management control systems.

2. Align Job Design to Strategy

No matter how well-formulated your business strategy is, it can’t succeed without your team. To prime employees for success, it’s essential to design jobs with strategy in mind.

Job design is structuring jobs’ components to enhance organizational efficiency. Its common elements include task allocation, job development, and feedback and communication.

“Job design is a critical part of strategy execution,” Simons says in Strategy Execution . “If individuals don't have the resources they need and aren’t accountable in the right way, they won’t be able to work to their potential.”

According to Simons, you can use the Job Design Optimization Tool (JDOT) to design or test jobs by analyzing their balance of demands and resources.

The tool prompts you to consider:

• What resources do employees have to get the job done?
• What measure will we use to evaluate their performance?
• Who must they influence to achieve their goals?
• How much support can they expect when reaching out for help?

By answering these questions and ensuring they align with your strategy, employees can directly support your initiatives.

3. Inspire Employee Buy-In

Even if you position employees for success through effective job design, you must still gain their buy-in for strategic goals . According to a Gallup survey , organizations with strong employee engagement experience 10 percent greater customer loyalty and 23 percent higher profitability.

You can garner their support by communicating your organization’s core values —its purpose that impacts what employees should do and how they should act.

According to Strategy Execution , effective core values possess two attributes:

• Inspiration: They make employees proud of where they work.
• Guidance: They ensure employees know whose interests to prioritize when making difficult decisions.

Communicating your organization’s core values doesn’t just help bolster support for strategic initiatives; it also provides employees with a purpose to improve performance and workplace accountability .

Another useful tool is ranking systems.

“Ranking systems—which are quite common in practice—have really good features that managers can use to stimulate performance,” says HBS Professor Susan Gallani in Strategy Execution .

Ranking systems provide clear measures—like leadership capabilities—for employees to determine their ownership in your business strategy. Gallani says establishing such measures helps eliminate unknowns that create anxiety.

“What the ranking system does—it takes that shock away,” Gallani says in Strategy Execution . “Everybody's compared at the same level, and that's good because it really highlights the individual contribution of different workers and points out who did better and who did worse.”

By implementing ranking systems, achievement-driven employees can be more likely to invest in your business strategy.

Related: How to Get Employee Buy-In to Execute Your Strategic Initiatives

4. Manage Risk

Even if you take these steps when implementing your business strategy, your initiatives can still fail.

“Competing successfully in any industry involves some level of risk,” Simons says in Strategy Execution . “But high-performing businesses with high-pressure cultures are especially vulnerable. As a manager, you need to know how and why these risks arise and how to avoid them.”

Engaging in risk management —the systematic process of identifying, assessing, and mitigating threats or uncertainties that can affect your organization—is crucial to long-term success.

Three types of pressures that make you vulnerable to risk are:

• Information management

Business risks aren’t always obvious, making it critical to identify unexpected events or conditions that could impede your organization’s business strategy .

“I think one of the challenges firms face is the ability to properly identify their risks,” says HBS Professor Eugene Soltes in Strategy Execution .

For example, the automotive industry heavily relies on semiconductors. However, due to an unexpected disruption in manufacturing priorities during the COVID-19 pandemic, companies had to navigate production during a semiconductor shortage .

By understanding your strategy’s vulnerabilities, you can prevent failures because of unanticipated events and protect your organization from challenges like increased market competition, evolving technologies, and shifting customer needs .

Learn How to Oversee Strategy Implementation

Implementing strategy successfully is challenging.

By taking an online strategy course , such as Strategy Execution , you can draw insights from real-world business examples and build the strategy execution skills and knowledge to achieve your organization’s objectives.

Do you want to improve your strategy implementation? Explore Strategy Execution —one of our online strategy courses —and download our free strategy e-book to take the first step toward doing so.

This post was updated and republished on January 16, 2024. It was originally published on February 25, 2020.

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5+ SAMPLE Implementation Business Plan in PDF

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Change is inevitable in an organization; especially in the age of digital transformation and emerging technologies, businesses and employees need to adapt. Change management (CM) is a methodology that ensures both leaders and employees are equipped and supported when implementing changes to an organization.

The goal of a change management plan, or more accurately an organizational change plan, is to embed processes that have stakeholder buy-in and support the success of both the business and the people involved. In practice, the most important aspect of organizational change is stakeholder alignment. This blog outlines five steps to support the seamless integration of organizational change management.

Steps to support organizational change management

1.      determine your audience.

Who is impacted by the proposed change? It is crucial to determine the audience for your change management process.

Start by identifying key leaders­ and determine both their influence and involvement in the history of organizational change. Your key leaders can provide helpful context and influence employee buy-in. You want to interview leaders to better understand ‘why’ the change is being implemented in the first place. Ask questions such as:

• What are the benefits of this change?
• What are the reasons for this change?
• What does the history of change in the organization look like?

Next, identify the other groups impacted by change, otherwise known as the personas. Personas are the drivers of successful implementation of a change management strategy. It is important to understand what the current day-to-day looks like for the persona, and then what tomorrow will look like once change is implemented.

A good example of change that an organization might implement is a new technology, like generative AI (Gen AI) . Businesses are implementing this technology to augment work and make their processes more efficient. Throughout this blog, we use this example to better explain each step of implementing change management.

Who is impacted by the implementation of gen AI? The key leaders might be the vice president of the department that is adding the technology, along with a Chief Technical Officer, and team managers. The personas are those whose work is being augmented by the technology.

2.      Align the key stakeholders

What are the messages that we will deliver to the personas? When key leaders come together to determine champion roles and behaviors for instituting change, it is important to remember that everyone will have a different perspective.

To best align leadership, take an iterative approach. Through a stakeholder alignment session, teams can co-create with key leaders, change management professionals, and personas to best determine a change management strategy that will support the business and employees.

Think back to the example of gen AI as the change implemented in the organization. Proper alignment of stakeholders would be bringing together the executives deciding to implement the technology, the technical experts on gen AI, the team managers implementing gen AI into their workflows, and even trusted personas—the personas might have experienced past changes in the organization.

3.      Define the initiatives and scope

Why are you implementing the change? What are the main drivers of change? How large is the change to the current structure of the organization? Without a clear vision for change initiatives, there will be even more confusion from stakeholders. The scope of change should be easily communicated; it needs to make sense to your personas to earn their buy-in.

Generative AI augments workflows, making businesses more efficient. However, one obstacle of this technology is the psychological aspect that it takes power away from individuals who are running the administrative tasks. Clearly defining the benefits of gen AI and the goals of implementing the technology can help employees better understand the need.

Along with clear initiatives and communication, including a plan to skill employees to understand and use the technology as part of their scope also helps promote buy-in. Drive home the point that the change team members, through the stakeholders, become evangelists pioneering a new way of working. Show your personas how to prompt the tool, apply the technology, and other use cases to grow their excitement and support of the change.

4.      Implement the change management plan

After much preparation on understanding the personas, aligning the stakeholders and defining the scope, it is time to run. ‘Go live’ with the change management plan and remember to be patient with employees and have clear communication. How are employees handling the process? Are there more resources needed? This is the part where you highly consider the feedback that is given and assess if it helps achieve the shared goals of the organization.

Implementing any new technology invites the potential for bugs, lags or errors in usage. For our example with gen AI, a good implementation practice might be piloting the technology with a small team of expert users, who underwent training on the tool. After collecting feedback from their ‘go live’ date, the change management team can continue to phase the technology implementation across the organization. Remember to be mindful of employee feedback and keep an open line of communication.

5.      Adapt to improve

Adapting the process is something that can be done throughout any stage of implementation but allocating time to analyze the Return on Investment (ROI) should be done at the ‘go live’ date of change. Reviewing can be run via the “sense and respond” approach.

Sense how the personas are reacting to said change. This can be done via sentiment analysis, surveys and information sessions. Then, analyze the data. Finally, based on the analysis, appropriately respond to the persona’s reaction.

Depending on how the business and personas are responding to change, determine whether the outlined vision and benefits of the change are being achieved. If not, identify the gaps and troubleshoot how to better support where you might be missing the mark. It is important to both communicate with the stakeholders and listen to the feedback from the personas.

To close out our example, gen AI is a tool that thrives on continuous usage and practices like fine-tuning . The organization can both measure the growth and success of the technology implemented, as well as the efficiency of the personas that have adapted the tool into their workflows. Leaders can share out surveys to pressure test how the change is resonating. Any roadblocks, pain points or concerns should be responded to directly by the change management team, to continue to ensure a smooth implementation of gen AI.

How to ensure success when implementing organizational change                          

The success formula to implementing organizational change management includes the next generation of leadership, an accelerator culture that is adaptive to change, and a workforce that is both inspired and engaged.

Understanding the people involved in the process is important to prepare for a successful approach to change management. Everyone comes to the table with their own view of how to implement change. It is important to remain aligned on why the change is happening. The people are the drivers of change. Keep clear, open and consistent communication with your stakeholders and empathize with your personas to ensure that the change will resonate with their needs.

As you craft your change management plan, remember that change does not stop at the implementation date of the plan. It is crucial to continue to sense and respond .

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