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You’re looking to improve your team’s operational planning. What are the best platforms to consider?

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Operational planning is the process of defining and aligning the goals, actions, resources, and metrics of a team or organization. It helps to ensure that everyone is on the same page, working efficiently, and delivering value to the customers and stakeholders. However, operational planning can be challenging, especially in complex and dynamic environments. That's why you might want to consider using some of the best platforms that can help you with operational planning. Here are some of the features and benefits of these platforms.

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1 Collaborative tools

One of the key aspects of operational planning is collaboration. You need to communicate with your team members, managers, customers, and other stakeholders, and share information, feedback, and updates. Collaborative tools can help you do that effectively and seamlessly. For example, you can use platforms that allow you to create and edit documents, spreadsheets, presentations, and charts online, and share them with your team. You can also use platforms that enable you to chat, call, video conference, and screen share with your team and clients. These tools can help you improve your team's coordination, transparency, and accountability.

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Marcos Clowes FCILT FinstSMM

Chartered Fellow of CILT | Award-Winning Logistics & Transport Leader | Lean, Six Sigma, Agile, SCRUM | Delivering World-Class Solutions | Trusted by Tesco PLC, Oriflame, XPO, THG, UPS | 25+ Years in Leadership
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I recommend adopting the Scrum framework. Scrum places a strong emphasis on communication and collaboration among team members, managers, and stakeholders. Regular ceremonies such as Sprint Planning, Daily Standups, and Sprint Review provide structured opportunities for sharing information, feedback, and updates. Additionally, Scrum promotes the use of collaborative tools to enhance coordination. Platforms facilitating real-time communication, like chat and video conferencing, align well with Scrum's principles. Implementing Scrum can contribute significantly to improving your team's coordination, transparency, and accountability through its collaborative and iterative approach to project management.

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TALEA ALASMARI , SPP, KPIP, EXP, CIMP , CSERP, OPP, Power BI

Corporate Quality & Sustainability Consultant, UNESCO Learning Cities expert, and award specialist. Silver Award winner @MENA Stevie Awards 2025 for Sustainability Efforts.
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Consider using project management tools like Trello or Asana, communication platforms like Slack or Microsoft Teams, document collaboration tools such as Google Drive or Dropbox, and data analytics platforms like Tableau or Microsoft Power BI to improve your team's operational planning. Choose platforms based on their suitability for your team's needs and consider factors such as ease of use, integration capabilities, and pricing.

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2 Project management tools

Another important aspect of operational planning is project management. You need to plan, execute, monitor, and control the tasks, deliverables, milestones, and deadlines of your projects. Project management tools can help you do that efficiently and accurately. For example, you can use platforms that allow you to create and assign tasks, track progress, manage dependencies, set priorities, and report issues. You can also use platforms that enable you to visualize your project workflow, such as using Kanban boards, Gantt charts, or calendars. These tools can help you optimize your team's productivity, quality, and performance.

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3 Data analysis tools

A third essential aspect of operational planning is data analysis. You need to collect, process, analyze, and interpret the data that is relevant to your goals, actions, resources, and metrics. Data analysis tools can help you do that effectively and intelligently. For example, you can use platforms that allow you to integrate and access data from various sources, such as databases, APIs, web pages, or files. You can also use platforms that enable you to perform calculations, transformations, visualizations, and insights on your data. These tools can help you improve your team's decision making, innovation, and value creation.

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Jeff Brown Doctoral Candidate, MBA, LSSBB

Continuous Improvement Manager, Adjunct Professor (Supply Chain)
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In my experience data analysis tools are only as good as the analyst. If you aren't sure what you are looking for, you'll never find the asnwer.

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4 Automation tools

A fourth beneficial aspect of operational planning is automation. You need to automate and streamline the repetitive, tedious, or complex tasks that consume your time and energy. Automation tools can help you do that efficiently and reliably. For example, you can use platforms that allow you to create and run workflows, scripts, bots, or triggers that can perform tasks for you, such as sending emails, generating reports, updating records, or notifying alerts. You can also use platforms that enable you to leverage artificial intelligence, machine learning, or natural language processing to enhance your tasks, such as analyzing sentiment, detecting anomalies, or generating summaries. These tools can help you increase your team's speed, accuracy, and scalability.

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Jeff Brown Doctoral Candidate, MBA, LSSBB

Continuous Improvement Manager, Adjunct Professor (Supply Chain)
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One of the programs I frequently use is Power Automate. It's a Microsoft product that enables you to combine multiple products into a single workstream. Collect, analyze, and record data, send emails, all automatically.

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5 Learning tools

A fifth valuable aspect of operational planning is learning. You need to learn and update your skills, knowledge, and best practices related to operational planning. Learning tools can help you do that effectively and conveniently. For example, you can use platforms that allow you to access and consume courses, videos, podcasts, articles, or books on operational planning topics, such as strategy, execution, measurement, or improvement. You can also use platforms that enable you to interact and engage with experts, mentors, peers, or communities on operational planning challenges, questions, or opportunities. These tools can help you enhance your team's competence, confidence, and growth.

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Jeff Brown Doctoral Candidate, MBA, LSSBB

Continuous Improvement Manager, Adjunct Professor (Supply Chain)
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Many LMS or learning management systems are all very similar in structure. Find one that works for you, but also try new ways of learning. You may find something that works better for you than what you are familiar with.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Jason Kelly

Analyst
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No planning software will be an easy fit. Careful consideration should be given to the software, users, workflow, and team dynamics to ensure proper goals and benchmarks can be created. Then the software can be optimized for each team, and the new system will be easier to integrate and modify.

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You’re looking to improve your team’s operational planning. What are the best platforms to consider?

1

2

3

4

5

6

1 Collaborative tools

2 Project management tools

3 Data analysis tools

4 Automation tools

5 Learning tools

6 Here’s what else to consider

Operational Planning

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You’re looking to improve your team’s operational planning. What are the best platforms to consider?

1

2

3

4

5

6

1 Collaborative tools

2 Project management tools

3 Data analysis tools

4 Automation tools

5 Learning tools

6 Here’s what else to consider

Operational Planning

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