Effective Plan of Record Templates for Organizational Initiatives

Slide Note

Develop a comprehensive Plan of Record (PoR) to prioritize and manage organizational initiatives in alignment with annual goals and objectives. Utilize the provided templates to outline objectives, success measures, timing, and key results for short-term, mid-term, and long-term goals. Take action on identified tasks with assigned owners and due dates for successful implementation.

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Uploaded on Aug 04, 2024 | 5 Views

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Presentation Transcript

Plan of Intent (PoR) Template A Plan of Record (PoR) is an approved plan that illustrates an organization s planned and prioritized initiatives and projects. These initiatives are in direct alignment with the operational plan that supports the organization s annual goals and objectives. The PoRs are structured to communicate and manage a plan of initiatives within a given time frame. The following are various templates to define your Plan of Record. 1 Want more best practices? Visit Praxie.com

Plan of Intent (PoR) Objectives Description Success Measure Timing Edit this text to indicate the success measure for the objective Edit this text to indicate the estimated completion time Edit this text to include the plan of record Objective # 1 Edit this text to describe the objective Edit this text to include the plan of record Objective # 2 Edit this text to include the plan of record Objective # 3 Edit this text to include the plan of record Objective # 4 Edit this text to include the plan of record Objective # 5 2 Want more best practices? Visit Praxie.com

Plan of Intent (PoR) Short-Term (1 Year) Key Results Mid-Term Long-Term (3 Year) Key Results Objectives (2 Year) Key Results Edit this text to include the expected short-term key results Edit this text to include the expected mid-term key results Edit this text to include the expected long-term key results Edit this text to include the plan of record Objective # 1 Edit this text to include the plan of record Objective # 2 Edit this text to include the plan of record Objective # 3 Edit this text to include the plan of record Objective # 4 Edit this text to include the plan of record Objective # 5 3 Want more best practices? Visit Praxie.com