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Create a Team Plan*

What is a Team Plan?

A team plan is a document that outlines the objectives, goals, strategies, and tasks required for a team to achieve a specific outcome or project. It provides a framework for collaboration, communication, and accountability among team members.

Why are Team Plans Necessary?

Team plans are necessary because they help teams to work towards a common goal with a shared understanding of what needs to be achieved and how to achieve it. They also help to ensure that everyone is working towards the same goal and reduces the chances of misunderstandings and confusion. Team plans facilitate effective communication, provide clarity, and establish clear expectations for everyone involved.

Benefits of Creating a Team Plan

The benefits of creating a team plan include:

  1. Increased clarity and alignment among team members.
  2. Improved communication and collaboration within the team.
  3. Greater accountability and ownership of tasks and responsibilities.
  4. Enhanced team performance and productivity.
  5. Increased motivation and engagement among team members.
  6. Improved decision-making and problem-solving capabilities.
  7. Better management of resources and time.
  8. Higher chances of success in achieving team goals.

What to Include in a Team Plan

A team plan should include the following elements:

  1. Objectives and Goals: The desired outcomes that the team wants to achieve.
  2. Strategies and Tactics: The approach or methods the team will use to achieve their objectives and goals.
  3. Roles and Responsibilities: A clear definition of each team member's role and responsibilities in the project or task.
  4. Timeline: A schedule outlining when specific tasks or milestones should be completed.
  5. Resources: The tools, technology, and other resources required to accomplish the task or project.
  6. Communication Plan: A plan for how team members will communicate with each other, stakeholders, and other relevant parties.
  7. Risk Management Plan: A plan for identifying, assessing, and mitigating risks that may impact the team's ability to achieve their goals.

How are Team Plans Used?

Team plans are used as a reference tool for team members to ensure that everyone is working towards the same objectives and goals. They serve as a roadmap for the team's activities, providing direction and guidance for decision-making and problem-solving. Team plans are also used to monitor progress, evaluate performance, and make adjustments as necessary to keep the team on track.

How to Create a Team Plan


Goal Statement

Write down your goal statement. What is the overall objective of this project or what problem are you trying to solve?


Action Description

Describe the action that needs to be done. Be specific.


Determine a Responsible Party/Department

Who’s responsible for completing this actionable item? Is it a single employee or a department as a whole?


Due Dates

Clearly write out the date that work on the action item will start and when the item is due.


Required Resources

What resources will the responsible parties need to complete the action item? Money? Research? Staff? Tech?


What Could Go Wrong?

List some of the potential hazards or harms from completing this action item. This way if they do come about, you’ll have already thought these over with your team and have a plan in place to combat them.



What will the intended outcome be if the action item is completed successfully? Have a clear outcome outlined so you know your metric for success.

Frequently Asked Questions About Team Plans

Who is responsible for creating a team plan?

A team leader or project manager is usually responsible for creating a team plan. However, team members should be involved in the planning process to ensure that everyone's input is considered.

How often should a team plan be updated?

Team plans should be updated regularly to reflect changes in the project, team members, or external factors that may impact the team's ability to achieve their goals.

What happens if a team does not have a plan?

A team without a plan may experience confusion, misunderstandings, and delays in achieving their objectives. A lack of clarity and direction can lead to low motivation and productivity among team members and can ultimately result in failure to achieve the desired outcomes.

How can team plans be shared and communicated effectively?

Team plans should be shared with all team members and stakeholders through a variety of channels, including email, meetings, and project management software. Communication should be clear and consistent to ensure that everyone is on the same page.

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