When should an operational plan be revised or updated?

Operational plans should be living documents, updated based on internal and external changes.

• Quarterly Reviews: Many firms revise operational plans every quarter to stay responsive.

• After Strategic Shifts: Changes in leadership, mergers, or product strategy must trigger operational updates.

• Market or Economic Changes: Shifts in demand, inflation, or regulations necessitate re-planning.

• Performance Gaps: When actuals deviate significantly from the plan.

• Technology Introductions: New systems or tools often change workflows and resource needs.

Frequent reviews ensure that operations stay agile and aligned with evolving realities.

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