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A Framework to Design an Effective Operations Strategy

Why do some companies align on strategic priorities and operate at peak efficiency while others have a stockpile of unsuccessful projects? 

The short answer is the shelf life of an operations strategy hinges on day-to-day implementation.

In a 2023 ClickUp global survey of hundreds of business leaders, 35% of respondents said operational efficiency is their top focus for business success. This is a call to action for Outcome Champions—operations management professionals coordinating resources, processes, and people to achieve operational excellence. ✨

The fundamental question to ask before taking any steps is a two-parter: What are your organization’s logistical and culturally relevant strategies, and how do you sustain a best-in-class partnership between all leadership levels and teams for success? 

Building strategies isn’t just about solving problems. Instead, it should leverage the capabilities of technology and build a workplace that removes fear-based opinions about trying new ideas. And that type of innovation is fuel for both strategic work and production.

5 Key Elements of an Effective Ops Strategy
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What is an Operations Strategy?

Operations strategy is the actionable plan that guides how a company manages its processes and resources in alignment with its overarching organizational goals. These processes involve the production and delivery of products or services that the company offers. 

Beyond the jargon, there’s a concept that molds a workplace’s culture, productivity, and business goals. Any company—small, mid, and large—does this to fit what they’re doing, where they’re doing it, and how they want to be different from others in their field.

While it could be perceived as an overlap with strategic planning, there is a distinction to be mindful of as we explore this guide: Strategic planning sets the overall vision and direction for the organization, often done annually or semi-annually. The operation’s main goals describe the processes and workflows that will be used to complete the work. ⚙️

Let’s take a look at operation strategy examples of specific functional areas within the organization:

Types of operations strategies for improvement, efficiency gains, and innovation

A breakdown of operational strategy examples to achieve the overall business strategy
Strategy TypeAchievements
Core competency strategiesHarnesses a company’s unique strengths to gain competitive advantage, focusing on distinct skills or technologies that define business success
Cost leadership strategies
Aims to be the industry’s lowest-cost provider, offering quality products or services at prices lower than competitors
Customer-driven strategies
Integrates technology for efficiency, agility, and customer experience by adopting cloud computing, data analytics, automation, and digital reporting tools
Differentiation/Competitive strategiesDistinguishes a product or service, aiming for perceived quality, unique features, and customer loyalty to justify premium pricing
Digital transformation strategiesDrives growth through continuous improvement, fostering creativity, and investing in research and development to stay competitive and relevant
Employee engagement strategies
Nurtures a motivated, committed workforce by fostering a positive culture, enabling growth, and involving employees in decisions
Inventory operations strategiesIncludes various aspects of inventory management (procurement, storage, distribution, and optimization), so the right quantity of goods is available at the right time, place, and cost
Operational excellence strategies
Optimizes processes for efficiency, cost-effectiveness, and quality, driven by continuous improvement methods such as Lean Six Sigma
Outsourcing strategiesContracts tasks to external providers, reducing costs, accessing expertise, and allowing internal teams to focus on core business activities
Product or service strategies
Focuses on creating products or services that exceed expectations by optimizing the entire lifecycle, from concept to post-launch support
Risk management strategiesSafeguards a business by identifying, assessing, and mitigating potential risks through control measures and contingency plans

These operations strategies are not mutually exclusive. And this is good news! No one wants to be locked into a single business strategy. An integrated approach lets organizations optimize their operations for different products/services, customer segments, and markets. 🎯

When an organization invests in operations strategy and implementation, it invests in employee productivity. With a direct line of sight to the why and how behind their tasks, they aren’t forced to navigate high levels of ambiguity.

Instead, they are prepped with clear instructions to complete the right tasks. 

If you’re eager to begin process mining and outline your operational objectives right now, download the Operational Plan Template by ClickUp. It’s time to declutter your mental garage to make space for exciting, growth-oriented projects.

Extend invitations to your nearest collaborators and organize a systems architecture workshop, whether in real-time or asynchronously! 📧

ClickUp Operations Strategies Template
Organize, execute, and monitor operational strategy plan components on a ClickUp List

So far, we’ve learned the inner workings of an operations strategy. Let’s see this in practice.

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How to Build the Elements of an Operational Strategy Into Project Plans

This compact guidebook is built for an operations manager to implement the best core business processes and workflows into project plans. 

So, why is this guide compact? Disclaimer: We’re all in the same sitcom but reading different scripts. While there are business models and industries we can sort ourselves into, every company has a different set of core values that reflect its purpose and guiding principles. 

For this reason, the systems you’ll read below are the key success factors all operational strategies need. Teams can reach their peak performance by putting just one insight into action!

Hawke Media uses ClickUp to deliver client projects and meet customer expectations

Step 1: Define what the operations strategy will impact or transform 

Think short-term perspective (competitive priorities) and long-term vision (trade-offs). 

Short-term planning meets immediate customer requirements, helps allocate resources at the right place and time, and provides benchmarks for evaluating team performance.

Long-term planning allows organizations to invest in modern technology solutions, guide market expansion opportunities, and redesign logistics. 

Your operational plan should have a narrower scope and be concerned with the day-to-day activities and actions necessary to implement the strategic plan. The key to securing leadership approval and support is articulating your plan’s value, feasibility, and alignment.

This is where co-creating easily measurable KPIs with teams and all levels of leadership is essential to provide each team member with a sense of ownership in their tasks. 🔑

ClickUp Retrospective Whiteboard Template
Analyze business strategies on a ClickUp Whiteboard

Step 2: Identify and secure the essential resources required for successful strategy execution

Putting together a task force for the operations strategy is a group effort, especially when partnering with other teams. Collaborators in finance, marketing, human resources, and more will help fill knowledge gaps and advocate for enhancing efficiency, reducing costs, and delivering greater value.

Every department has business-as-usual tasks that keep the ship moving. If your operations strategy requires a significant chunk of time, there needs to be conversations with department leads about the best approach to minimize disruption. 💬

Because operation managers have a complex and multifaceted role, these discussions are teachable moments to influence the outcome of projects. 

Three valuable tools—capacity planning, resource planning, and process mapping—will take the guesswork out of this step. 

  1. Capacity planning gives visibility into whether you have enough company resources to meet the demands of a project’s needs
  2. Resource planning answers the question: What projects are our resources currently working on?
  3. Process design mapping outlines the sequence of events, tasks, and activities involved in a business process
ClickUp Project Management CTA

Step 3: Co-create an action plan to secure the flow of materials, information, and resources

This action plan will take multiple rounds to finish, but it won’t be complete even then because priorities may evolve as circumstances change. The best safeguard for transparency in any shift in the strategy is having a single source of truth to revisit and make micro-adjustments. ⚖️

The contents of your action plan will vary based on your company’s business model and operational processes. At minimum, the contents of your action plan document should include: 

A break down of the sections needed for an operational strategy plan document
TitleStart with a memorable name that reflects the operational strategy’s impact or focus
IntroductionProvide a brief overview of the operational strategy, its objectives, and why it’s relevant to the corporate strategy goals
Executive SummarySummarize the key highlights of the action plan, including prioritized objectives, task owners/contributors, timelines, and expected outcomes
High-Level Tasks and InitiativesBreak down the scale and scope of the tasks or initiatives required for implementation 
Responsible TeamsDesignate accountability of department heads/individual contributors who will be responsible for any project communication updates, reviews, and approvals
Timelines and MilestonesOutline specific timelines for key activities, deliverables, and quality control checkpoints that signify actual progress
DependenciesHighlight tasks that must be completed before others can begin and address how dependencies will be managed to prevent delays
Resource AllocationDetail the allocation of resources, including budget, staff, technology, and materials. List any resource constraints, if there are any!
Risk Assessment and MitigationIdentify potential risks and challenges with contingency plans 
Communication and Stakeholder EngagementDescribe the communication plan for keeping all stakeholders informed and the level of stakeholder engagement
AttachmentsInclude any supporting documents, research, and relevant projects
Reporting and MonitoringSpecify the metrics and KPIs that will be used to measure progress and success
Budget and Financial PlanningAdd the financial resources allocated to each task or initiative

If it feels as if the universe gets bored and starts making things happen on its own because it takes you over a week to draft an action plan, try ClickUp AI. We’ve covered you with 100+ tools that use research-based prompts tailored to specific roles! 🤖

ClickUp AI Product Requirements Document Example
Use prompts with ClickUp AI to quickly build out Docs

Step 4: Leverage technology and be the driving force behind the strategy’s implementation

Are teams feeling comfortable sharing their ideas, concerns, and feedback? Is there a rise in delayed projects because of a lack of accountability? Are team members asking, “What should I do today?”

Your leadership, communication, and problem-solving skills are essential to the operation strategy’s success. Because you’re working between different teams, you’ll have to organize assorted information that’s coming at you from different channels. 👨‍💻

You’ll need the right task management container to set everyone up for success and communicate expectations for executing projects. If you think the action plan you wrote in step 3 will be “good enough,” consider this: 

Managing tasks through a static action plan can overwhelm larger teams or complex projects. There’s too much noise and clutter to scroll through daily. Dedicated task and project management software sets the stage for individual and team productivity at scale.

Manual models can’t keep up with the demands of an agile workforce, and being agile is a non-negotiable in today’s marketplace as industry-tailored AI use cases continue to grow. Your time and attention should be spent on high-value tasks and activities that move teams closer to their goals.

ClickUp Daily Action Plan Template
Create efficient systems to track all tasks and activities in ClickUp

Take a quick water break, then download the Daily Action Plan Template by ClickUp. This template has all the ingredients to organize task assignments, milestones, deadlines, and contributors. 

As ClickUp users, your teams and stakeholders have all the tasks and documentation within reach to monitor progress closely throughout the implementation phase!

Warning: The hidden costs of shortcuts

It’s easy to underestimate the impact of small, seemingly mundane tasks that accrue over time. However, these “save for later” tasks can quickly snowball into a significant team problem. 

Let’s take a closer look at the hidden costs of shortcuts: 

  • Workplace cultural debt: Workplace cultural debt refers to the negative consequences of neglecting the company’s culture and core values, like low employee morale, high turnover, and decreased productivity, which can harm their long-term success
  • Technical debt: Technical debt arises when software or technology solutions are developed quickly or with suboptimal coding practices to meet immediate needs
  • Process debt: Process debt refers to accumulating inefficiencies and shortcomings in an organization’s workflows and procedures over time
  • Knowledge debt: Knowledge debt occurs when organizations fail to invest in continuous learning and development for their employees
Technical Debt Statistic and Graphic from Gartner

Tackling any debt is a team effort. Here are a few quick methods to pull out of your productivity toolbox and tackle small tasks for minimum impact on your production initiatives: 

  • Prioritize tasks: Prioritize tasks using the Eisenhower Matrix (urgent and important tasks come first, followed by important but not urgent ones)
  • Team session blocking: Schedule focused time blocks for small tasks, avoiding multitasking to minimize distractions
  • Task batching: Group similar tasks together and address them in batches to reduce context-switching
  • Delegate when appropriate: Delegate action items and tasks that others on your team can handle

Now, back to our regularly scheduled program! 🎬

Step 5: Set checklists and decision rules for continuous improvement

Considering that other routine tasks and special projects are running simultaneously in your workload, how do you maintain group momentum in the operations plan?

Begin with questions to help the operations management team systematically gather and analyze data on a centralized dashboard. This will reduce cognitive burden and allow team members to make confident decisions. 

These checklists and rules can be as detailed as you need them to be for internal use. If it helps to assess their true usefulness, run it through a beneficiary test. Give them to project leads, stakeholders, and senior leadership to confirm whether or not they’re focusing on the right questions to evaluate day-to-day implementation. 📊

ClickUp Dashboards Improvement Pie Chart Breakdowns
Access project-related tasks and activities from a ClickUp Dashboard

So, how can operations managers apply checklists and decision rules on a tactical level when they’re up against tight timelines? 

Deliver a consistent experience to your team with a scheduled routine. 

Here’s a breakdown of operational strategy tasks at intervals. Is there anything you notice that can be added to your personal or team schedule? 🗓️

A breakdown of daily, weekly, and monthly tasks for an operations management professional to schedule in their workload
FrequencyAction Items
Daily tasksHold brief daily meetings or huddles with project leads to discuss progress, challenges, and goals for the day/week

Address issues or roadblocks diligently to prevent them from escalating into more significant problems

Review daily progress and check for any critical issues or bottlenecks

Continuously monitor key performance indicators (KPIs) statuses

Weekly tasksDraft weekly status reports to stakeholders, highlighting project accomplishments, challenges, and upcoming milestones

Review resource allocation and workload distribution so teams are balanced, and no one is overloaded

Evaluate new risks that have surfaced during the week and update risk mitigation plans

Gather feedback from team members about task progress and their experiences

Analyze progress against project timelines, budgets, and objectives

Monthly tasksTake notes to develop a continuous improvement plan that outlines specific actions to improve project management processes

Host post-project reviews or retrospectives to document lessons learned from completed projects for future reference

Consider long-term resource planning and workforce development needs based on the evolving project portfolio

Verify that ongoing and upcoming projects align with the organization’s overall strategic goals and priorities

Collect and analyze customer and stakeholder feedback on project outcomes and performance

Assess whether projects are on track to meet their objectives and make any necessary adjustments to project plans

Review project budgets and financial performance

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What’s Next?

With your newly acquired operations strategy framework in hand, apply it in the context of your company’s operations and processes. From supply chain management to software and everything in between, you’ll have the tools to coordinate even the toughest operations strategies. 💪

Lastly, if you’ve ever experienced fleeting progress in your responsibilities, it might be because you’re not focusing on the right things at the right time. It’s okay—no, it’s allowed—to ask your peers to challenge your observations when you get stuck. 

Count on the team at ClickUp as one of your peers, and reach out if you need help stepping out of a revolving door of unsuccessful implementation. Happy planning! ✍️

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