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10 strategies and tactics for Operations

What is Operations strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Developing an effective Operations strategy can be intimidating, especially when your daily duties demand your attention. To assist you, we've curated a list of examples to inspire your planning process.

Feel free to copy these examples into your favorite application, or leverage Tability to maintain accountability.

How to write your own Operations strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Operations strategy examples

We've added many examples of Operations tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for expanding Sterling Tour and Travel Agency into the Kenyan Market

  • ⛳️ Strategy 1: Forge strategic partnerships

    • Identify and partner with a medium-sized Kenyan tour and travel agency
    • Leverage the local partner’s market knowledge and customer base
    • Align services to meet local cultural and tourist preferences
    • Ensure clear communication channels with partners
    • Negotiate mutually beneficial terms in partnership agreements
    • Engage local travel influencers to promote joint offerings
    • Create co-branded marketing materials with local partners
    • Host joint events and travel expos to increase brand visibility
    • Develop shared objectives and performance metrics
    • Regularly review and refine partnership strategies

  • ⛳️ Strategy 2: Adapt services to local market conditions

    • Research and understand customer preferences in Kenya
    • Develop Kenya-specific travel packages including popular destinations
    • Implement a pricing strategy that reflects local purchasing power
    • Offer flexible payment options tailored to Kenyan market needs
    • Launch culturally immersive experiences like safaris and heritage tours
    • Translate marketing materials into Swahili and other local languages
    • Align services with environmental and cultural preservation initiatives
    • Conduct training sessions for employees on local customs and practices
    • Incorporate feedback from local customers into service offerings
    • Regularly update offerings based on seasonal tourist trends

  • ⛳️ Strategy 3: Enhance marketing and brand awareness

    • Launch social media campaigns targeting Kenyan travellers
    • Partner with local influencers to widen digital reach
    • Participate in local and international travel expos
    • Utilise radio and print media to reach different demographics
    • Highlight local partnerships in marketing communications
    • Develop emotional and engaging storytelling content
    • Create promotional videos showcasing Kenyan attractions
    • Establish a customer referral programme
    • Leverage customer testimonials in marketing materials
    • Conduct surveys to measure brand awareness and adapt strategies
partnershipslocalizationstrategic-plannermarketing-specialistmarketing-teambusiness-development-team
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Strategies and tactics for preparing a comprehensive mall review strategy

  • ⛳️ Strategy 1: Establish a robust mall management structure

    • Appoint a mall general manager to oversee overall operations
    • Set up specialized departments for operations, leasing, marketing, and finance
    • Designate managers for each department to ensure focused leadership
    • Implement weekly cross-departmental meetings for alignment on objectives
    • Create clear reporting structures with department heads reporting to the general manager
    • Conduct quarterly reviews of the management structure to identify areas for improvement
    • Develop a succession plan to maintain leadership continuity
    • Integrate communication and project management tools for improved collaboration
    • Organize bi-annual team-building activities to strengthen team dynamics
    • Set up performance evaluation criteria for department heads

  • ⛳️ Strategy 2: Maximize tenant occupancy through strategic lease management

    • Establish a dedicated leasing department for managing tenant relations
    • Develop a tenant mix strategy to balance retail, F&B, and service stores
    • Introduce a lease expiry management system for timely renewals and negotiations
    • Set up KPIs for monitoring occupancy rate, lease terms, and tenant satisfaction
    • Conduct market research to identify potential new tenants and sectors to enhance the mall's offering
    • Review and adjust lease terms to reflect current market conditions
    • Implement a feedback system for tenants to express needs and concerns
    • Organize regular tenant meetings to discuss and negotiate leasing issues
    • Provide incentives for anchor tenants to ensure long-term occupancy
    • Develop a contingency plan for managing high vacancy rates

  • ⛳️ Strategy 3: Enhance financial transparency and operational efficiency

    • Set up a finance and accounting department for revenue and cost management
    • Implement monthly financial reporting to track profitability and operational costs
    • Introduce a centralized billing system for tenant payments
    • Automate vendor and supplier payments to optimize cash flow
    • Conduct regular financial audits to ensure accuracy and compliance
    • Establish an expense management policy for cost control
    • Analyze financial data to identify trends and areas for cost reduction
    • Train staff in financial literacy to enhance fiscal responsibility
    • Create an annual budget plan aligning with mall objectives
    • Integrate accounting software for streamlined financial operations
mall-managementtenant-occupancygeneral-managerleasing-managerfinance-departmentleasing-department
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Strategies and tactics for improving User-Centric Design and Branding Consistency

  • ⛳️ Strategy 1: Implement User-Centric Design Testing Processes

    • Conduct usability testing sessions with 200 users across Edubanc, EdPay, PayFlex, and Tuition Invoicing
    • Collaborate with operations, marketing, and product teams to identify and prioritise the top 5 design issues
    • Organise 2 focus group testing sessions for Edubanc and PayFlex to gather initial usability feedback
    • Design and integrate a systematic feedback collection process into Edubanc and EdPay product workflows
    • Establish a timeline for regular usability testing to ensure ongoing user feedback integration
    • Analyse usability testing data to highlight recurring themes and areas needing improvement
    • Schedule bi-weekly cross-functional meetings to address feedback findings with relevant stakeholders
    • Deploy changes based on identified design issues and re-test to confirm resolution
    • Create follow-up surveys post-testing to gauge user satisfaction and experience
    • Document all findings and improvements as case studies to inform future design processes

  • ⛳️ Strategy 2: Develop and Enforce Unified Branding Guidelines

    • Create a comprehensive branding guide that covers all visual and messaging aspects for all products
    • Apply the branding guide to five key product interfaces by conducting iterative design updates
    • Conduct training sessions for the entire design team to familiarise them with the new branding guidelines
    • Develop a checklist for designers to ensure adherence to branding guidelines in every project
    • Set up a review board tasked with overseeing branding consistency across ongoing projects
    • Create template assets that comply with the branding guide for easy reuse
    • Involve the marketing team in the branding guide creation to align brand messaging with design
    • Track the impact of updated interfaces on user experience and brand perception through feedback channels
    • Host quarterly workshops to revise and update the branding guidelines as necessary
    • Gather cross-team feedback to ensure the branding guide remains practical and user-focused

  • ⛳️ Strategy 3: Optimise Design Processes for Improved Efficiency

    • Map current design processes to identify bottlenecks and inefficiencies
    • Set specific time reduction goals for design turnaround, such as reducing feature design completion from 20 to 17 days
    • Establish a shared asset library for design components to boost reuse and efficiency
    • Organise monthly cross-functional reviews to ensure operations, marketing, and growth feedback are integrated
    • Implement A/B testing protocols on onboarding flow designs to validate potential efficiency gains
    • Incorporate design tools and analytics for tracking asset utilisation and workflow progress
    • Run training sessions on advanced design tools and processes to enhance team capabilities
    • Measure and report on efficiency metrics, presenting these findings in team meetings
    • Iterate and refine processes continually based on feedback and performance data
    • Create a culture of continuous improvement through regular feedback sessions and design retrospectives
user-centric-designbranding-consistencydesignerbranding-manageroperationsmarketing
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Strategies and tactics for becoming the Most Trusted and Customer-Centric Financial Institution

  • ⛳️ Strategy 1: Develop tailored banking solutions

    • Conduct comprehensive market research to understand customer segments and their needs
    • Analyse customer data to identify preferences and personalise offerings
    • Create flexible banking products that adapt to varying customer needs
    • Enhance services with tailored customer support options
    • Provide regular training for staff on personalisation techniques
    • Develop feedback mechanisms to refine and enhance tailored solutions
    • Set up cross-functional teams to drive innovation in product development
    • Explore partnerships with fintech firms to enhance offerings
    • Implement a customer relationship management system for better customer insights
    • Monitor and evaluate the impact of personalised solutions on customer satisfaction

  • ⛳️ Strategy 2: Enhance communication and transparency

    • Use clear and simple language in all customer communications
    • Improve online platforms to offer easily accessible information on products and services
    • Train customer service representatives to provide accurate and clear information
    • Implement proactive communication strategies to keep customers informed about changes
    • Develop a FAQ section on the website to address common customer queries
    • Create informative and engaging content about banking services and products
    • Regularly update customers on security measures and privacy policies
    • Host regular webinars and workshops to educate customers on financial management
    • Incorporate customer feedback into communication strategies
    • Evaluate the effectiveness of communication strategies through customer surveys

  • ⛳️ Strategy 3: Leverage innovative technology

    • Invest in the latest technology to enhance digital banking platforms
    • Ensure mobile and online platforms offer a seamless user experience
    • Implement AI and data analytics to personalise customer interactions
    • Automate routine transactions to improve service efficiency
    • Offer virtual financial advice through secure digital channels
    • Regularly update digital platforms to incorporate customer feedback
    • Provide robust security features to protect customer data and build trust
    • Integrate chatbots for 24/7 customer assistance
    • Organise regular digital literacy sessions for customers
    • Continuously monitor and upgrade technology to stay ahead of market trends
personalizationtechnologycustomer-service-representativedata-analystinnovation-teamcommunication-team
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Strategies and tactics for increasing revenue and profitability for 2025

  • ⛳️ Strategy 1: Enhance market positioning

    • Develop marketing campaigns targeting the rising demand from aviation, consulting, pharmaceuticals, and automobile sectors
    • Leverage the opening of the new terminal by offering exclusive packages for travelers arriving at the 16 connected airports
    • Collaborate with Tata Electronics and other nearby industries to secure corporate bookings and events
    • Increase online marketing efforts to boost awareness and attract regional and domestic travelers
    • Host industry-specific events and conferences at the new restaurant and banquets to drive footfall
    • Partner with local tourism boards to promote the hotel in key domestic markets
    • Utilise guest feedback to fine-tune services and improve guest satisfaction
    • Offer loyalty programmes emphasising value propositions for frequent travelers
    • Use targeted digital advertising to attract high-yield segments
    • Launch a referral programme encouraging guests to recommend the hotel to peers

  • ⛳️ Strategy 2: Optimise operational efficiency

    • Review and adjust staffing levels to match predicted demand enhancements in 2025
    • Implement energy-saving initiatives to reduce operational costs
    • Regularly evaluate and optimise the supply chain for cost savings
    • Enhance revenue management strategies to optimise room pricing dynamically based on demand
    • Streamline reservation processes to improve inventory management
    • Minimise wastage in food and beverage operations in the new restaurant
    • Use data analytics to predict trends and make informed staffing and resource allocation decisions
    • Conduct regular training sessions to improve staff efficiency and service quality
    • Optimise the use of technology for seamless check-in and check-out experiences
    • Negotiate better terms with suppliers and partners to reduce expenses

  • ⛳️ Strategy 3: Expand revenue streams

    • Launch innovative dining experiences in the new restaurant to attract local and guest diners
    • Promote the new banquets as premier venues for weddings, conferences, and corporate events
    • Create themed weekend getaways focusing on lifestyle and wellness for short-stay guests
    • Initiate partnerships with local attractions to offer bundled travel experiences
    • Offer exclusive, high-end packages for guests attending events at the new terminal
    • Develop a loyalty programme with incentives for frequent stays and onsite spending
    • Introduce a bespoke concierge service to cater to high-end guests
    • Enhance recreational facilities to encourage extended stay bookings
    • Explore collaborations with airlines for joint promotions targeting travelers
    • Identify and host live entertainment or cultural events to draw in transient traffic
revenue-growthmarket-positioningmarketing-manageroperations-managersales-and-marketing-teamoperations-team
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Strategies and tactics for developing Strategic Mapping Using Diagram

  • ⛳️ Strategy 1: Compile Strategic Initiatives

    • Gather key strategic initiatives from organisational departments
    • Organise initiatives into relevant perspectives: financial, customer, internal process, and learning and growth
    • Engage stakeholders to validate and prioritise the initiatives
    • Define clear objectives associated with each strategic initiative
    • Align each initiative to the overall organisational vision
    • Identify interdependencies between different initiatives
    • Establish key performance indicators for each strategic initiative
    • Review existing strategic maps for inspiration and improvement ideas
    • Engage a diagram software specialist to assist in visual representation
    • Seek feedback from stakeholders on drafted initiative compilation

  • ⛳️ Strategy 2: Design Strategic Mapping Diagram

    • Select a diagram tool that allows for easy sharing and editing
    • Create separate layers for each strategic perspective in the map
    • Use standard shapes and colour codes to represent different elements
    • Input strategic initiatives and their key action points into the diagram
    • Connect related initiatives with lines to show relationships and dependencies
    • Incorporate arrows to indicate the flow of activities and their direction
    • Annotate the diagram to provide clarity and context for each element
    • Ensure the diagram aligns with the organisational objectives and vision
    • Make provision for regular updates and version control of the diagram
    • Seek feedback from a cross-section of employees to refine the map design

  • ⛳️ Strategy 3: Implement and Communicate the Strategic Map

    • Introduce the strategic map to all employees through a formal presentation
    • Share the diagram on a collaborative platform for continuous access
    • Instruct managers to align team goals with the strategic map
    • Develop an FAQ guide to address common questions regarding the map
    • Schedule regular review sessions for updates and improvements
    • Encourage departments to integrate the map into planning activities
    • Use the map to track progress and report on strategic initiative outcomes
    • Conduct workshops to train staff on how to utilise the strategic map
    • Implement a feedback loop for ongoing improvement of the map
    • Celebrate milestones achieved as outlined in the map with staff recognition
strategic-mappingdiagram-visualizationdiagram-specialiststakeholderorganizational-planningstrategic-development
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Strategies and tactics for developing an integrated operations strategy

  • ⛳️ Strategy 1: Align HR resources with operational goals

    • Identify key operational objectives and metrics
    • Assess current HR capabilities against operational needs
    • Develop a workforce plan aligned with operational objectives
    • Implement training programmes to bridge skill gaps
    • Introduce performance management systems to align HR with operations
    • Establish clear communication channels between HR and operations teams
    • Incorporate flexible workforce arrangements to meet operational demands
    • Develop a talent acquisition strategy focused on critical skills
    • Regularly review and update HR policies to support operations
    • Set up cross-functional teams to facilitate HR and operational integration

  • ⛳️ Strategy 2: Enhance customer and sales support integration

    • Map the customer journey to identify support touchpoints
    • Integrate customer feedback loops into operations planning
    • Align sales targets with operational capacity planning
    • Train customer-facing teams on operational processes
    • Implement technology solutions to streamline customer support
    • Design an escalation process for issues impacting operations
    • Coordinate regular meetings between sales, customer support, and operations
    • Develop SLA agreements for customer support responses
    • Create dashboards to monitor customer support performance
    • Continuously evaluate customer support effectiveness against operational goals

  • ⛳️ Strategy 3: Implement robust risk management into operations

    • Conduct a comprehensive risk assessment of all operations
    • Identify and prioritise key operational risks
    • Develop risk mitigation plans with assigned responsibilities
    • Integrate risk management into the strategic planning process
    • Use scenario planning to prepare for potential operational disruptions
    • Establish a risk monitoring and reporting system
    • Conduct regular risk management workshops with staff
    • Train employees in risk awareness and response procedures
    • Review and update risk management plans quarterly
    • Benchmark risk management practices against industry standards
integrationperformancehr-managersales-manageroperationscustomer-support
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Strategies and tactics for implementing a 5-Year Business Continuity and Crisis Strategy Plan

  • ⛳️ Strategy 1: Mitigate and prepare for risks

    • Conduct comprehensive risk assessments for all business units
    • Identify critical business functions and implement redundancy measures
    • Develop and regularly update business impact analyses (BIA)
    • Create detailed business continuity and crisis management plans (BCP & CMP)
    • Set up a centralized crisis management platform for streamlined response
    • Initiate tabletop simulation exercises to test preparedness
    • Conduct joint resilience workshops with key suppliers
    • Implement preventive IT solutions to safeguard against cyber threats
    • Practice crisis scenarios to refine response strategies
    • Regularly audit and update risk mitigation measures

  • ⛳️ Strategy 2: Develop and enhance crisis communication

    • Design a robust communication plan for internal and external stakeholders
    • Establish a crisis communication team with defined roles and responsibilities
    • Develop clear, concise messaging templates for different crisis scenarios
    • Launch a crisis communication portal accessible by stakeholders
    • Train spokespersons for effective media handling during crises
    • Implement monitoring tools for tracking crisis-related information in real-time
    • Regularly update stakeholders through quarterly resilience reports
    • Use feedback tools to capture stakeholder sentiment during and post-crisis
    • Integrate social media platforms for wider message dissemination
    • Conduct regular communication audits to ensure clarity and effectiveness

  • ⛳️ Strategy 3: Leverage technology for enhanced resilience

    • Deploy redundant IT infrastructure and cloud solutions to ensure data availability
    • Integrate AI tools for improved threat detection and incident response
    • Ensure all platforms are compliant with the latest industry standards
    • Utilize advanced analytics to forecast and simulate potential disruptions
    • Establish regular software updates and patch management protocols
    • Implement AI-driven monitoring systems for real-time threat scanning
    • Define key metrics for disaster recovery performance measurement
    • Track and report on the recovery time objective (RTO) for all critical functions
    • Encourage continuous feedback from IT teams to refine technology strategies
    • Benchmark IT resilience against industry standards to identify improvement areas
resiliencerisk-managementcrisis-managerit-specialistrisk-assessment-teamcrisis-communication-team
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Strategies and tactics for increasing retreat occupancy through AI

  • ⛳️ Strategy 1: Optimise marketing efforts

    • Use AI-driven analytics to identify key demographics and tailor marketing campaigns
    • Implement AI tools to analyse market trends and adjust strategies accordingly
    • Utilise AI chatbots on the website to engage potential customers and answer queries
    • Leverage AI for personalised email marketing to target specific customer needs
    • Deploy AI-based A/B testing for digital advertisements to determine most effective content
    • Use AI to optimise social media posts timing and content based on engagement metrics
    • Implement AI sentiment analysis to monitor brand perception and customer feedback
    • Develop AI-powered content recommendations for the retreat's blog to increase web traffic
    • Employ AI to identify high-traffic times for optimal traditional advertising placements
    • Utilise predictive analytics to forecast demand and adjust marketing strategies

  • ⛳️ Strategy 2: Enhance guest experience

    • Implement AI-driven personalisation in guest rooms, adjusting settings based on preferences
    • Use AI to provide virtual meditation sessions tailored to guest needs and skill levels
    • Utilise AI chatbots for efficient in-house guest service and activity booking
    • Introduce AI-based feedback systems to gather and act on guest reviews promptly
    • Incorporate AI into the retreat's app for lifestyle and wellness recommendations
    • Leverage AI tools to offer personalised dining experiences based on dietary preferences
    • Integrate AI technologies for seamless adaptive room lighting and climate control
    • Utilise AI for virtual concierge services, offering recommendations and trip planning
    • Apply AI-driven entertainment options, such as customised audio playlists or guided sessions
    • Implement AI for providing insights and tips on local attractions and activities

  • ⛳️ Strategy 3: Improving operational efficiency

    • Utilise AI for predictive analysis of maintenance needs to avoid unexpected downtimes
    • Implement AI systems for optimising staff schedules and task management
    • Deploy AI-driven energy management systems to reduce costs and environmental impact
    • Use AI to streamline supply chain management and inventory control
    • Leverage AI for dynamic pricing strategies to maximise booking rates and occupancy
    • Implement AI for real-time occupancy analytics to optimise spaces and events
    • Utilise AI for advanced booking and check-in/check-out processes to reduce wait times
    • Apply AI for automated customer relationship management systems
    • Use AI tools to detect and prevent fraudulent booking activities
    • Employ AI to analyse operational data for continuous improvement recommendations
aioccupancymarketing-manageroperations-analystmarketing-teamoperations-team
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Strategies and tactics for selling burritos

  • ⛳️ Strategy 1: Develop a strong marketing campaign

    • Create engaging social media content showcasing the burritos
    • Offer limited-time discounts and promotions
    • Collaborate with local food bloggers and influencers
    • Set up a referral program to incentivise word-of-mouth
    • Run sponsored ads on platforms like Facebook and Instagram
    • Design and distribute flyers in local neighbourhoods
    • Host a burrito tasting event
    • Create a visually appealing menu
    • Partner with popular food delivery apps
    • Use customer testimonials and reviews in marketing materials

  • ⛳️ Strategy 2: Enhance customer experience

    • Train staff on excellent customer service
    • Offer customisable burrito options
    • Use high-quality and fresh ingredients
    • Ensure quick and efficient service
    • Provide a comfortable and clean dining environment
    • Offer loyalty programs or rewards for repeat customers
    • Create exclusive in-store deals
    • Ensure accurate and timely order fulfilment for deliveries
    • Solicit and act on customer feedback
    • Offer limited-time special burrito variations

  • ⛳️ Strategy 3: Expand local reach and visibility

    • Participate in local festivals and food events
    • Sponsor community events and sports teams
    • Partner with local businesses for cross-promotions
    • Set up pop-up stands at busy locations
    • Utilise local press and media for features
    • Offer promotions tailored to local events or holidays
    • Collaborate with local schools and universities
    • Attend local farmers' markets
    • Create a mobile burrito truck
    • Use geo-targeted advertising to attract nearby customers
marketingoutreachmarketing-managercustomer-service-representativemarketing-teamoperations-team
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How to track your Operations strategies and tactics

Having a plan is one thing, sticking to it is another.

Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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