33 Examples of Team Planning

John Spacey, June 05, 2023

Team planning is the process of establishing the structure, strategy, goals and action plans of a team.

Roles & Responsibilities

The process of planning the structure of your team including roles, responsibilities, authority and reporting lines.

Task analysis	Job design
Job descriptions	Organizational chart for team
Reporting structure such as matrix management	Delegation processes
Succession planning	Team culture including informal roles such as leadership and mentors

Team Strategy

Developing a strategy at the level of your team. This typically has to align to the strategy of your department and organization.

SWOT analysis	Strategic objectives
Identify metrics and KPIs	Gap analysis
Strategy formation	Return on investment analysis
Strategy prioritization	Targets and milestones
Assign resources to each strategy	Schedule, budget and road map
Budget approvals	Stakeholder reviews of plan
Plan approvals	Team strategy – pulls all the artifacts above together in a unified plan

Goal Setting

The process of assigning work to team members and agreeing to performance goals at the beginning of a year. This begins with a set of team goals and progresses to assigning work to team members and establishing SMART goals that can be used to evaluate performance.

Team goals	Work assignments
Employee proposes set of objectives for work assignments	Managers work with employees to refine these objectives
Employee and manager agree to performance objectives and both sign-off on a final set of targets

Priorities often change and employees may seek revised performance goals when they are reassigned and work is reprioritized.

Action Planning

The ongoing process of assigning work as action items. These are often tracked in a team report or similar artifact that is updated in weekly meetings.