How to Make a Work Plan

A work plan is a summary of the goals and tasks for a team and/or person to achieve the set goals, helping the viewer of the work plan to understand the entire content of the project. Whether you are still in school or have a job, making a work plan will help you have a scientific way of working on any project. A work plan helps you break down your work into easy-to-follow tasks and clarify the goals of each task. Learn how to make a schedule so that you are always ready for the upcoming projects.

Table of Contents

Steps

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Understand the purpose of work planning . Work plans are created for a variety of reasons. Determining the purpose of planning in advance helps you plan better. It should be noted that most work plans only apply for a certain period of time (e.g. 6 months or 1 year).

If you’re working, a work plan helps your manager know what projects you’ll be working on over the next few months. It is usually created right after an annual performance review or when a team starts major projects. The work plan can also come into being after the company holds a strategic planning meeting at the beginning of a calendar year or a new financial year.
In an academic setting, a work planner can help students schedule a large project. It also helps teachers prepare course material in advance for the next term.
For personal projects, a work plan will help outline what you intend to do, how it will be done, and the expected date of completion. A personal work plan, although not required, will help keep track of your goals and progress.

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Write an introduction and general information about the plan. With a professional work plan, you need an introduction and general information. This section gives your manager or director an overview of the project. In a learning environment, the work plan does not need these two parts.

The introduction should be short and engaging. Discuss why you are planning this to your manager. Introduce the project(s) that you will be involved in during this time.
The general information section should highlight why you’re planning. For example, give insights or analyze recent reports, what problems did you see or what suggestions or feedback you received that needed to be addressed on past projects.

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Define purpose(s) and goals. Purpose and goals are related because they both indicate what you want to achieve in your work plan. Even so, they are also different; The goal is more general, and the goal is more specific.

The aim is to focus on the overall picture of the project. You can define the purpose by listing the end results of the project you want. Write the purpose clearly; for example, completing a survey or doing more research on writing.
Goals should be specific and clear. In other words, when you complete a goal, you can cross it off the list. For example, finding interviewers to complete a survey is a good goal.
Many work plans separate goals into short , medium , and long-term if the goals are different. For example, the company’s short-term goal of increasing viewership by 30% in three months is very different from its long-term goal of strengthening the brand’s presence in the mass media over the next year.
Goals are often written in the active form and use action verbs with a clear thought (e.g. “plan”, “write”, “increase” and “measure”) instead of using verbs. words with a general meaning (e.g. “check”, “understand”, “know”, etcetera).

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Build a work plan with “SMART” goals. SMART is an acronym in English that refers to the criteria of a work plan with clear and actionable results.

Specific (Specific). Who exactly do the things we are about to do? . State the population you are going to serve and any action you take will be directed towards supporting this group.
Measurable . Is it quantifiable and can we measure it? Can you count the results? Do you have a plan for “health in Vietnam will increase in 2020?” Or do you plan to have “infant HIV/AIDS cases in Vietnam decrease by 20% by 2020?”
- Remember that a base metric needs to be established with the change in quantity. If you do not know the rate of HIV/AIDS among Vietnamese infants, you cannot say with certainty that this rate will be reduced by 20%.
Achievable (Achievable). Can we finish in the allotted time with the resources we have? We need to set realistic goals with constraints. A 500% sales increase only makes sense if your company is small. Increasing sales by 500% if you already dominate the market is almost impossible.
- In some cases, you may need professional or regulatory advice to see if your goal is achievable.
Relating to the purpose (Relevant). Do goals affect desired goals or strategies? While measuring a high school student’s height and weight may be important for a general physical exam, does it directly lead to a change in mental health screening? You need to make sure that your goals and methods of execution have a clear and intuitive connection.
Time bound . When will you complete the goal and/or when will we know we’ve done it? This is a bit difficult, but you need to include the end date of the project. This should be clearly stated, otherwise you may get results by accomplishing all your goals but completing them in a hurry and in a hurry.

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List your resources. List anything necessary for you to achieve your goals and objectives. Resources will vary, depending on the purpose of the work plan.

In the workplace, resources can include things like financial budgets, staffing, specialists, office or space, and materials. If your work schedule is quite formal, you should include a detailed budget in the appendix.
In a learning environment, resources may include access to different libraries; research materials such as books, newspapers and magazines; computer and Internet access; experts or others can help you if you have any questions.

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Specify constraints. Constraints are obstacles that may appear in the way of working towards your goals and objectives. For example, if you do a survey for a school, you may find that your schedule is too tight, making it difficult for you to do the best research and report writing. Therefore, a tight schedule will be a constraint and you will need to cut a few things during the semester to complete the plan effectively. (PLAN is necessary if you have more than one difficult subject per term).

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Who will take responsibility? Delegation of work is a very important part of a good plan. Who is responsible for completing each task? It can be a team working together to complete a task (depending on resources) but each member needs to meet the requirements for the work to be completed on time.

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Write down your strategy. Review the work plan, decide how to use resources and how to overcome constraints to achieve goals and objectives.

List specific action steps. Determine what needs to be done on a daily or weekly basis to eventually accomplish the goal. Also list the steps that other team members need to take. You might consider using project management software or a personal calendar to organize these tasks.
Make a timetable. You can make a trial schedule, consider the possible unexpected events, you also need to leave space in the schedule to avoid being delayed.

Advice

Point out the milestones if your project is particularly large. It is important to point out milestones throughout the project, which highlight certain goals in each phase. Milestones also help you see how far you’ve come and make sure you stay on track.
Make a work plan that works for you. The work plan can be as detailed or as general as you want or required. They can be written on a single page of paper or created on professional software using graphs and colors. You should consider and apply the way that you find most reasonable and effective for you.

Steps

Advice

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