The Operational Planning and Reporting module develops the skills leaders need to translate organisational strategy into clear, actionable operational plans and to measure, monitor, and report on progress effectively. This module strengthens both the planning side (what needs to be done and how) and the reporting side (how performance is tracked, analysed, and communicated).
It gives learners a structured approach to ensuring day-to-day activity aligns with organisational objectives and delivers consistent, measurable results.
Who It’s For
This module is ideal for:
- Middle managers and operational leads
- Aspiring senior leaders responsible for planning and performance
- Individuals involved in coordinating teams, resources, or service delivery
- Anyone who needs to plan operational activity and report outcomes clearly
If you want to plan confidently and report with clarity, this module gives you the tools and structure.
What You’ll Learn
Participants will:
- Understand the purpose and value of operational planning
- Learn how to translate strategic objectives into operational goals and actions
- Explore techniques for allocating resources, defining milestones, and managing constraints
- Build skills in monitoring progress using data, KPIs, and performance indicators
- Understand how to produce clear, accurate operational reports
- Learn how to identify risks, variances, and performance issues early
- Develop strategies for adjusting plans and communicating updates to stakeholders
Module Highlights
- Planning frameworks for turning strategy into operational delivery
- Tools and templates for activity planning, KPI setting, and performance tracking
- Real-world scenarios showing how operational plans are created and executed
- Reflection activities to explore personal planning and reporting habits
- Clear guidance on effective reporting — structure, clarity, and communication
- Support with assignment requirements through structured tasks if required
- Direct links between strong planning, performance, and organisational success
The Outcome
By the end of this module, learners will be able to create structured operational plans, monitor performance effectively, and report progress in a clear, accurate, and insightful way. They’ll understand how to link day-to-day activity with strategic goals, manage risks, and adjust plans to keep delivery on track.
They’ll walk away equipped to drive consistent operational performance and communicate results with confidence.
Take the Next Step
Ready to plan smarter and report more effectively?
The Operational Planning and Reporting module gives you the insight, structure, and practical tools to turn strategy into action — and provide clear performance reporting that supports better decision making across your organisation.
Skills Learning Resources
Every learner on our Skills Modules receives access to a full suite of resources designed to reinforce and accelerate their growth.
They will receive a digital e-workbook packed with all the models, tools, and frameworks introduced throughout the programme.
This provides a personal guide to reference during and after the sessions — helping learners to put learning into action straight away.
Alongside this, individuals will gain access to our online Resource Hub, an extensive library created to deepen the learners understanding and embed skills further.
Inside, learners will find:
- Video recordings of each lesson to revisit at your own pace
- Step-by-step coaching guides to support real-world application
- Book reviews to inspire further exploration
- Articles and insights from experienced coaches
- Additional tools and templates to enhance additional practice
And because every learner’s journey is different, the resources provided can be tailored to your individual goals and learning needs - ensuring you get exactly what your learners need to thrive and grow.
Pricing Information
Our pricing is designed to be flexible, supportive and refreshingly transparent because that is exactly how we like to work with you.
Our modular approach lets you assemble the perfect blend of services that align with your goals, learning pathways and budget.
- You choose.
- You shape.
- You control.
- We deliver.
Pick a single module or build a full development journey that elevates your leaders.
Each module slots neatly into your existing people strategy so you only invest in what truly matters.
You decide what you want to achieve, and we guide you to craft a package that empowers your organisation to thrive.
And because we believe positive change should be accessible, we offer meaningful reductions for Charities and the Public Sector.
Fees
In Person
- Day Rate - £1,750
- Half Day - £1,200
- 2 Hour Module - £700
Virtual
- Day Rate - £1,500
- Half Day - £1,000
- 2 Hour Module - £600
Costs
All Fees exclude VAT and any reasonable costs as incurred.
Additional Modules
Our programmes are modulised, so it makes it easy to bespoke and build the perfect programme for you.
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