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    Annual Work Plan Template

    Uploaded by

    Denis Felix Droti
    This document provides a template for an annual work plan with columns for goals, key tasks, status, timeframe, leads, outcomes, targets, resources and notes. It includes an example work plan for an organization called the East Africa Natural Resource Alliance, with goals such as strengthening community land tenure, increasing community revenue from tourism ventures, and growing the membership of Community Based Organizations. The example work plan outlines key tasks, timeframes, leads and expected outcomes to achieve each goal. It provides status updates in color codes and notes on progress for tasks that are off track or delayed.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Annual Work Plan Template

    Uploaded by

    Denis Felix Droti
    63 views22 pages
    This document provides a template for an annual work plan with columns for goals, key tasks, status, timeframe, leads, outcomes, targets, resources and notes. It includes an example work plan for an organization called the East Africa Natural Resource Alliance, with goals such as strengthening community land tenure, increasing community revenue from tourism ventures, and growing the membership of Community Based Organizations. The example work plan outlines key tasks, timeframes, leads and expected outcomes to achieve each goal. It provides status updates in color codes and notes on progress for tasks that are off track or delayed.

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    Annual_Work_Plan_Template

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    This document provides a template for an annual work plan with columns for goals, key tasks, status, timeframe, leads, outcomes, targets, resources and notes. It includes an example work plan for an organization called the East Africa Natural Resource Alliance, with goals such as strengthening community land tenure, increasing community revenue from tourism ventures, and growing the membership of Community Based Organizations. The example work plan outlines key tasks, timeframes, leads and expected outcomes to achieve each goal. It provides status updates in color codes and notes on progress for tasks that are off track or delayed.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    63 views22 pages

    Annual Work Plan Template

    Uploaded by

    Denis Felix Droti
    This document provides a template for an annual work plan with columns for goals, key tasks, status, timeframe, leads, outcomes, targets, resources and notes. It includes an example work plan for an organization called the East Africa Natural Resource Alliance, with goals such as strengthening community land tenure, increasing community revenue from tourism ventures, and growing the membership of Community Based Organizations. The example work plan outlines key tasks, timeframes, leads and expected outcomes to achieve each goal. It provides status updates in color codes and notes on progress for tasks that are off track or delayed.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 22
    At a glance
    Powered by AI
    The key takeaways are that the template provides a standardized format for organizing an organization's annual goals, key tasks, timelines, responsibilities, outcomes, targets, resources, and notes in a single document.

    The purpose of the annual work plan template is to consolidate an organization's strategic priorities, major goals, key tasks and targets into a simple and easily digestible format to report progress to management, boards, and funders.

    The main components of the annual work plan template are columns for goals, key tasks, status, timeframe, lead, expected outcomes, annual targets, resources, and notes.

    Instructions

    Overview
    This document provides a template for an organization-wide annual work plan. The objective of this format is to fit a
    senior management, in terms of condensing more detailed work plans into a set of summary goals, key tasks, and an
    requires, above all, that managers think critically about their major organizational priorities, key tasks and targets, a

    The text presented on the next worksheet ('Sample Work Plan') provides an example of how an organization-wide w
    to make this plan useful to your organization.

    Column A: Goals
    This column provides the backbone for the organization's overall work plan - the major goals or 'pillars' of an organi
    as few words as possible. These goals lead into and frame the key tasks described in Column C.

    Column C: Key Tasks


    This column identifies the key sets of initiatives or actions aimed at achieving the Goals laid out in Column A. These
    the goals.

    Column D: Status
    This column is the basic 'dashboard' status tool, which is changed and updated according to progress against the Ke
    preferred by management. The column has both a color coding and letter explanation:
    Not started = activity not begun but on track as not yet scheduled to start (clear);
    In progress = activity begun and progressing fully according to schedule (blue);
    Slightly off track = progress slower than anticipated or delayed in relation to the schedule (yellow);
    Delayed = progress significantly impeded and requiring attention (red);
    Complete = Activity fully complete, target met (green).

    Column E: Timeframe
    This column provides clear timeframes for each key task described in Column C. Timeframes can be set as either qu

    Column F: Lead
    This column records the responsible person leading on each key task. Although multiple people may be involved in a
    are met.

    Column G: Expected Outcomes


    This column provides the intended results from each key task or set of activities. It can be helpful to think through w
    example, if a key task is to develop a communications strategy, it is useful to think through how the outcome will co
    existing project level documents such as grant proposals.

    Column H: Annual Targets


    This column provides the monitoring metrics that can be used to measure progress against the key tasks, and ultima
    may already have some of these metrics clearly defined.
    Column I: Resources
    This column highlights the funding available and the source of funding. It can be used to flag where there is a fundin
    Column J: Notes
    Here the organization has space to comment on progress in terms of each key task, and to explain the status of the
    dashboard shows the tasks are off track or seriously delayed in order to explain the reasons for the delay and what s
    e objective of this format is to fit an entire annual work plan and work tracking system within a simple and easily digestible form
    f summary goals, key tasks, and annual targets, as well as for reporting using a 'dashboard' system to the board or key funders.
    priorities, key tasks and targets, and that they frame and present these in precise and clear language.

    ple of how an organization-wide work plan can be presented, while the third sheet presents a work plan template into which yo

    major goals or 'pillars' of an organization's work and should be based on your strategic plan or business plan. The Goal should be
    in Column C.

    Goals laid out in Column A. These form the heart of the work plan, as these activities and their respective targets guide all actio

    ording to progress against the Key Tasks (Column C) and its respective Annual Targets (Column H). This can be updated monthl
    tion:

    hedule (yellow);

    meframes can be set as either quarterly, if you do not yet know the exact timing, or monthly if you do.

    ultiple people may be involved in a key task, it is worth identifying one person who is accountable, acting as the point person an

    can be helpful to think through what change the key task will bring and clarify how that change allows you to achieve your ove
    through how the outcome will contribute towards achieving the goal of strengthening the organization. These outcomes can s

    s against the key tasks, and ultimately against the organization’s strategic goals. Other project documents such as grant propos

    sed to flag where there is a funding gap for some planned activities.
    k, and to explain the status of the key task in relation to its annual target. It is particularly helpful to provide notes for key tasks
    e reasons for the delay and what steps will be taken to address it.
    a simple and easily digestible format. This is useful for
    stem to the board or key funders. Using this format
    nguage.

    work plan template into which you can enter your own text

    business plan. The Goal should be a short statement, using

    respective targets guide all actions as required to achieve

    n H). This can be updated monthly, or quarterly, as

    f you do.

    able, acting as the point person and ensuring that deadlines

    ge allows you to achieve your overarching goal. For


    ganization. These outcomes can sometimes be found in

    t documents such as grant proposals or monitoring plans


    ful to provide notes for key tasks where the status
    EAST AFRICA NATURAL R
    2018 Annual W

    Goals S/N Key Tasks Status

    Facilitate participatory village land use


    planning, boundary demarcation, and
    1.1 development of village by-laws in six Delayed
    1.0 Strengthen
    community land tenure in villages.
    six target villages.

    Carry out six training workshops with Slightly off


    1.2 Village Councils and Land Committees. track

    Facilitate joint venture agreements for


    2.1 construction of ecolodge in Enkiteng In progress
    conservancy.

    2.0 Increase community


    revenue from tourism Faciliate the resolution of village boundary
    joint ventures 2.2 conflicts. Complete

    Establish partnership with Conservation


    Business Advisors to provide customized
    2.3 Not started
    training to field staff on joint venture
    negotiation and contract structure.

    3.0 Grow membership Consolidate and document Community Slightly off


    base of Community Based 3.1 Based Organisation membership levels. track
    Organisations (CBOs)
    representing areas
    conserved by indigenous
    people and local
    communities
    3.0 Grow membership
    base of Community Based
    Organisations (CBOs)
    representing areas
    conserved by indigenous
    people and local
    communities
    Carry out campaign to recruit all
    3.2 Piniandan community lands rights CBOs. Not started

    4.0 Organizational
    Development - Improve
    financial sustainability 4.1 Implement business plan. Not started
    and resourcing through
    effective fundraising.
    Strengthen internal
    communications capacity
    and develop clear
    communications strategy. Develop Communications Strategy to
    identify communications goals, target
    4.2 In progress
    audiences, messages and channels of
    communication.
    EAST AFRICA NATURAL RESOURCE ALLIANCE
    2018 Annual Work Plan

    Timeframe Lead Expected Outcomes

    Clarity on all village boundaries and legal


    Q2-Q3 AT basis for enforcement of community land
    use zones

    Established clear procedures for


    implementation and enforcement of
    March AT village by-laws and land use rules,
    resulting in enforcement of grazing and
    other land use zones.

    Enkiteng conservancy JV agreement in


    February SR place and base revenue paid

    Boundary conflict resolved so


    Q2 PT conservancies can enter into contracts
    with investors.

    Improved staff capacity to facilitate


    Q4 SR
    community tourism joint ventures.

    Clarity about members' advocacy


    July PT responsibilities depending on their level
    of membership
    Increased ability to advocate at a national
    level about community land rights and a
    Q4 BN coordinated voice for ICCA conservation
    of land and resources.

    10% of core costs being generating


    Q4 AT through service provision payments by
    land rights CBOs.

    Increased interest in membership and


    Q3 SR improved ability to carry out advocacy at
    a national level.
    Annual Targets Resources

    * Digital LUPs in place in 6 villages


    * Approval of village by-laws by USAID
    Village Assembly and submission to ($10,000)
    District Council

    USAID
    ($10,000)

    Investor
    Enkiteng conservancy receives funded
    $15,000 in base revenue ($55,000)

    A new grazing agreement between Community


    Osikiria and Orkejo conservancies. paid ($4,000)

    * Revenue agreement in place


    * Osikiria and Orkejo conservancies
    each receive at least $5000 in
    conservancy revenue

    Membership levels handbook Oxfam


    ($3,500)
    80% of ICCA CBOS are members Not funded
    (target of 184 organisations) yet

    $20,000 secured through service


    provision payments (10% of core TNC ($15,000)
    costs of $200,000)

    Communications Strategy TNC ($5,000)


    Notes

    Timeline contingent on ability to resolve


    outstanding village boundary conflicts.

    Ongoing boundary conflicts in villages D and F


    impacted by politics. Resolution not expected
    until after government elections in Dec 2018.
    Will be a priority for Q1-2 2019

    Discussions around JV agreement progressing


    smoothly. Some friction with construction
    manager - support Enkiteng in building better
    relationship

    No budget currently allocated. Awaiting


    outcome of USAID grant, and will need to seek
    additional funding

    Levels depend on matrix assessing CBO's


    connectedness to government and other
    influential stakeholders, as well as severity of
    land rights infringements local community
    represented by CBO is facing
    65% of ICCA CBOs are already members (150/
    230 organisations)

    ICCA CBOs have received free support for the


    previous three years. Information sharing visit
    regarding the importance of cost recovery
    planned to all districts during Q2, however
    resistance is still anticipated. Develop plan to
    address anticipated objections

    New communications manager currently being


    recruited and expected to start in March 2016
    ORGANIZAT
    20XX Annua

    Goals S/N Key Tasks Status

    Not started

    Not started

    Not started

    Not started

    Not started

    Not started
    Not started

    Not started
    ORGANIZATION NAME
    20XX Annual Work Plan

    Timeframe Lead Expected Outcomes


    Annual Targets Resources
    Notes

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