What is a Plan of Record (PoR), and what are best practices, tools and online templates for teams and organizations?
Definition of Plan of Record (PoR)
A Plan of Record (PoR) is an approved plan by senior leadership that illustrates an organization’s prioritized initiatives and projects. These initiatives should be in direct alignment with the operational plan that supports the organization’s annual goals and objectives. A Plan of Record is structured to communicate and manage a set of prioritized initiatives within a given time frame.
Description of Plan of Record (PoR)
A Plan of Record (PoR) is a simple, yet powerful document that is easy to read and sets clear expectations for a given period of time. At the start of the period, the plan is immutable, hence the ‘of record’ title, so at the end of the period accountability is exceedingly clear. Until all stakeholders have agreed to the plan, it is not yet a Plan of Record.
In order to build the Plan of Record, it is best to start with analyzing the company’s business strategy and objectives. The highest priority objectives are then built into the Plan of Record as commitments. The Plan of Record should also take into consideration the team’s professional development goals, company initiatives and long-term strategic planning. The Plan of Record process can help drive alignment within an organization by clarifying which priorities must be accomplished and creating a document for everyone to view, including specific metrics of success over specific time frames.
Tools & Templates
Company KPIs and budgeting documents are helpful when creating the Plan of Record Software can also help organize and coordinate the Plan of Record process.
upBOARD's Online Plan of Record (PoR)
Unlike most traditional Plan of Record (PoR) processes, upBOARD’s online Plan of Record (PoR) tools allow any team or organization to instantly begin working with our web templates and input forms. Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.
Learn more about upBOARD’s portfolio of other project management best practice tools and templates including:
Action Item List, Agile Project Management, Benefits Realization Methodology, Critical Chain Project Management, Critical Path Chart, Critical Path Method, Event Chain Methodology, Extreme Project Management, Gantt Chart, Integrated Project Management, Issue Tracker, IT Roadmap, Lean Project Management, Lean Six Sigma, PMBOK Project Management, PRINCE2 Project Management, PRiSM Project Management, Process-Based Project Management, Program Management, Project Budgeting, Project Charter, Project Portfolio Management, Project Portfolio Timeline, Project Risk Management, Project Schedule, Project Scorecard, Project Timeline, Project Tracker, Requirements Breakdown Structure, SCRUM Project Management, Skills Requirement Checklist, Task List, Time Card, To Do List, Waterfall Project Management, and Work Breakdown Structure.