How to Develop A Successful Management Plan?

2021.05.10 07:06 PM By Joshua Taddeo, Principal Consultant
developing a successful management plan

Businesses are faced with numerous challenges every day, with their teams divided on certain issues, condemning many organizations to failure due to poor communication skills and poor organizational structure, which can all be due to a lack of a good management planProblems arise from dealing with common, unanswered questions, such as:

  • What resources are available to implement your management plan?
  • Who is responsible for what?
  • How many employees are needed?
  • What is being done?
  • Which employees are responsible? 
  • What mechanisms are being used by the organization to empower them? 
  • What is the organization trying to achieve?
  • What methods work within a general philosophical or intellectual framework? 

These are just some of the questions that business owners ask themselves. Then, there are other pain points, such as dealing with your organization’s work, whether it is money or not, or whether the people in it do their work in a certain way or a method that works for you or against you, as well as with the general philosophy, intellectual and philosophical framework.
brainstorming a strategy and management plan

What is a Management Plan?

A management plan directs the way your organization will work day-to-day and long-term. If you lead an organization, you need a management plan to make sure it runs smoothly and does everything to support the organization’s mission and vision.

Developing a Management Plan

The real tasks that maintain your organization’s reputation with donors and the community, keep your organization alive, and enable it to achieve its goals, must be carried out efficiently and on time. The questions that are important and topical for your clinic may simply not exist for other organizations. Other company’s initiatives and objectives have very different management needs and have different priorities from what you actually have to do every day to ensure that the organization continues to run on a daily basis. If nothing can be done without going through multiple management levels, your organization will not be very effective. While a certain level of freedom for everyone in your organization helps establish autonomy, they must do their job well, and this mechanism will enable them to do so.

business management and planning

Goal Setting

Do you know where your organization wants to be and where it is now or where it should go? Without clear goals, it will be like sitting in the car, letting it run, and not knowing where to go. Having clear goals is one of the most important aspects of developing a successful management strategy. Whether you hope for the long term or short term, your management strategies should ultimately focus on long-term goals. How does your mission and philosophy translate into your management plan? Help your organization define itself and become clear about what it believes in so that it can communicate more effectively in developing a plan that is consistent with your mission and philosophy.

Resource Allocation

How many employees and how much money do you have in view of the finances of your organization? The value of a successful management strategy should not be underestimated, and you can use all the assets of the organization to achieve virtually any goal, no matter how large or small.

You need to think about how you can best use your budget and resources to achieve the goals you have set yourself. Your objectives must be realistic and concrete, and the more concrete your objectives, the easier they will be to achieve.

Define Roles

Your organization is too important to have a lack of clarity in vision or execution; everyday tasks can fall through the cracks; emergencies can occur that no one can handle, and responsibilities can be unclear and blur initiatives without a written plan. Your staff may know who to turn to for information, advice, and monitoring, but what’s on the plan? You can do all the work of your organizations, or you can do some of it yourself. By defining your work, you can share the work of your organization in a rational and equitable way. You also know when you can do something alone and when you need other people to help out. This increases accountability because if something is not done, it is obvious that it is your responsibility.

project management meeting

You can do all the work of your organizations, or you can do some of it yourself. By defining your work, you can share the work of your organization in a rational and equitable way. You also know when you can do something alone and when you need other people to help out. This increases accountability because if something is not done, it is obvious that it is your responsibility.

Set Timetables

Create a timetable for the completion of the necessary tasks and ensure the appropriate staff gets the tasks. Employees are responsible for where they are supposed to provide the services of your organization.

Performance Analysis

Analysis and monitoring are key to a successful management strategy. It ensures that all policies will remain effective in the long term, and you will need to make adjustments to accommodate or combat these changes.

Steps in Creating a Successful Management Plan

If you have a management plan that seems right for your organization, take the necessary steps to act effectively. Create a process to evaluate and adapt your management plans to ensure that they continue to work successfully. In this section, we will create a step-by-step management plan and define your organization’s management philosophy in terms of how you view management and how you want to implement your strategies. This best reflects the character of the organization, what will work, and what works best for you.

implementing a successful management plan

Design and choose a management model that fits comfortably into your organization, and that helps you achieve your goals. Although there are limited management models to adopt, there are infinite variations that combine aspects of two or more. Not all guidelines can be set by a board, and you may want to work together in some areas but not in others. This makes sense, as it involves a large number of people, the amount of work to be done, as well as the nature of your organization. 

When planning an already active organization, decisions can be easy or even more difficult. Serious decisions need to be made, and we need to think carefully about what model will deliver what we want and what we don’t. When an organization claims to be democratic but keeps its members totally powerless, it jeopardizes its reputation and violates its own principles by making it impossible for the members to contribute in achieving its goals. When your organization is perceived as a community, it is important that you are aware of what it says about the organization and how it works. Develop a comprehensive set of policies and procedures covering all aspects of the organization, from organizational structure and leadership structure to relationships between directors, boards, employees, and volunteers. Before making any changes, it is important to talk with those affected about the changes. Try to see the changes as a process that takes place over time, not as a one-off event.

Define the relationship between directors and the board of directors with the aim of meeting the management structure you have chosen. You cannot worry too much about how your leadership structure will adapt to your organization’s principles. Living according to these principles is vital for your organization and for you as an individual; it could affect the very livelihood of the organization as a whole. It is important that your organization is open and that employees and others feel valued. Ideally, an organization should be highly efficient and can make all necessary and important decisions as quickly and decisively as possible


When you develop a management plan for your organization, you should think about what is compatible with your mission and philosophy and what the organization says about itself. This way, it is much more likely that the work and the reason for its existence will be effective. Moreover, the leadership of your organization is too important to leave to chance. With a management plan, you can design it as you want – but don’t be afraid to try something new especially as your new leaders bring up solutions they see aligned to the organization's goals and values. If you believe that certain aspects of the model have results, try them out for yourself and see what results they bring. Contact the experts at Universal Creative Solutions to help you out with a management plan that works for your organization.