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ork Plan Template Examples – PRD Tool

The purpose of the Work Plan Template is to break down the goal setting process into smaller, more actionable steps. This template helps with outlining
what is needed to accomplish each goal (collaboration, resources, due date or frequency, anticipated obstacles and solutions). The goals can be listed first
and then ranked in order of priority in the 1st far left column. Two examples of a completed work plan for one goal are included below.
REMEMBER:

Use SMART goal setting: Specific, Measurable, Attainable, Relevant, and Trackable & Time Bound

Ensure that goals are linked to one of the 4 R.H. Smith School of Business strategic goals, in addition to the department’s strategic plan
and goals.

Track progress made throughout the year to stay on target with both work and professional development goals.

WORK PLAN TEMPLATE EXAMPLE #1
Rank
#
1.

Goal & Sub Tasks

Collaboration
Needs

Goal
To be more organized
and help department
stay on budget by
reconciling receipts and
expenses monthly and
annually.

Each staff member
gives me receipts
and expense report
using university and
Smith School policy
copies by the 3rd
Tuesday of each
month.

Sub Tasks
Create budget binder
with tabs for each
member of the
department.

Resource Needs

Date Due
or
Frequency

Binder, tabs, ruler,
marker, Excel
spreadsheet.

4th Tuesday
of each
month.

Time during a
department meeting to
review the budget
categories and process
with the staff.

Complete
binders by
6/3/11.

Anticipated
Obstacle
Not receiving
expense reports
and receipts on
time from staff
members.

Review expenses from
last year to agree upon
budget categories.
Create a tab for each
department member.
Develop Excel
spreadsheet with budget
categories.

Page 1 of 3

Human Resources & Organization Effectiveness – m. miller 4-6-11

Solution

Set up electronic
reminder on
calendars for
each staff
member for the
Thursday prior
and on the due
date.

Progress Made

Request to be put on department meeting agenda to get feedback on communication strategy and schedule period check-ins with department. etc. if needed. Solution Put together one page. Human Resources & Organization Effectiveness – m. Follow up in person.WORK PLAN TEMPLATE EXAMPLE #2 Rank # 2. Learn about conference content. reviewing. 2012. Collaboration Needs Resource Needs Date Due or Frequency Confirm MarCom’s timeframe for brainstorming. miller 4-6-11 Page 2 of 3 Progress Made . Sub Tasks List all points of communication or various tools needed. Ask colleagues what obstacles they face in producing the participant list to be proactive in removing obstacles. Share results by the end of March. Determine various departments to partner with on generating participant lists and interest to promote conference and determine how much lead time is needed to get list. Phase II: Edit plan by August 5. and sent out. Review list with supervisor to uncover any gaps. “communication” to be put on all conference committee agendas. Create a timeline for getting communication written. and helping implement communication plan. Smith School and U of MD websites. Anticipated Obstacle Not receiving various lists on time from colleagues. Determine how we will evaluate the effectiveness of the communication. Phase IV: Evaluate plan by March 2. Send electronic reminder 1 week & 3 days before deadline. Goal & Sub Tasks Goal Organize all communication for biannual conference. approved. Set up recurring meetings with committee members to continue to inform committee on progress of communication strategy and to ask for their ideas. social media. and key speakers from going to conference committee meetings. 2011. tagline. 2012. Ask for the subject. including direct email. Phase I: Complete and present initial plan by July 1. Develop core list of potential participants listed by audience. 2011 Phase III: Implement plan from October 7 – February 3. “What’s in it for my colleagues to participate list” and provide easy to use format for generating list. Budget for signage and formal thank you notes.

2. 4. miller 4-6-11 Page 3 of 3 Solution Progress Made .WORK PLAN TEMPLATE Rank # Goal & Sub Tasks Collaboration Needs Resource Needs Date Due or Frequency Anticipated Obstacle 1. 3. 5. Human Resources & Organization Effectiveness – m.