Get Tability: OKRs that don't suck | Learn more →

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 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
Implement these strategies

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
Implement these strategies

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
Implement these strategies

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
Implement these strategies

Strategies and tactics for providing log analysis workflow notifications for particular sorts of detections using the LogScale dashboard by Q2 2025

  • ⛳️ Strategy 1: Identify and categorise detection types

    • Review historical log data to identify common detection types
    • Consult with security experts to validate detection types
    • Create a list of detection types to be prioritised
    • Define characteristics and parameters for each detection type
    • Categorise detection types based on severity and frequency
    • Document categorisation criteria for future reference
    • Integrate categorisation into the LogScale dashboard setup
    • Test categorisation process with sample data
    • Refine categorisation based on test results
    • Train team members on the categorisation process

  • ⛳️ Strategy 2: Configure LogScale dashboard for notifications

    • Access the LogScale dashboard settings for notifications
    • Customise notification settings for each detection type
    • Set up alert thresholds for each detection category
    • Define notification channels (email, SMS, dashboard alerts)
    • Create notification templates for different types of alerts
    • Align notification settings with organisational policies
    • Test notification settings with mock detections
    • Adjust notification configurations based on test feedback
    • Document the notification setup process
    • Schedule regular reviews of the notification settings

  • ⛳️ Strategy 3: Monitor and optimise notification systems

    • Establish a monitoring schedule for the notifications system
    • Assign team members to oversee notification performance
    • Utilise LogScale dashboard analytics to track notification efficacy
    • Collect feedback from end-users receiving notifications
    • Identify areas for improvement in the notification system
    • Implement enhancements based on collected feedback
    • Regularly update detection criteria to reduce false positives
    • Maintain a log of notification issues and resolutions
    • Provide training sessions on the optimised notification system
    • Set up a system for continuous improvement and updates
log-analysisnotificationssecurity-expertsystem-administratorit-security-teamoperations-team
Implement these strategies

Strategies and tactics for revamping fuel franchise network strategy

  • ⛳️ Strategy 1: Optimise pricing and rebates

    • Conduct a comprehensive pricing analysis to identify optimal fuel pricing strategies
    • Implement tiered rebate structures based on performance metrics to incentivise high-performing franchisees
    • Negotiate revised rebate terms with franchise partners to align expectations with profitability targets
    • Develop tailored pricing models for B2B customers to secure long-term contracts while maintaining margins
    • Utilise data analytics to dynamically adjust pricing in response to market conditions
    • Set thresholds for minimum sales volume to qualify for rebates, encouraging sales growth
    • Regularly review and adjust rebate schemes to ensure they align with current market demands
    • Educate franchisees on market-driven pricing strategies and their impact on profitability
    • Introduce loyalty programs for end customers to increase fuel sales volume
    • Monitor competitors' pricing strategies regularly to maintain a competitive edge

  • ⛳️ Strategy 2: Enhance operational efficiency

    • Conduct operational audits at all franchise locations to identify inefficiencies
    • Implement standardised operating procedures to ensure consistent service delivery
    • Boost fuel efficiency and reduce wastage through staff training and technology
    • Invest in technology to automate routine processes and reduce operational costs
    • Encourage franchisees to adopt flexible work arrangements to optimise staffing
    • Set up a centralised system for inventory management to ensure optimal stock levels
    • Explore alternative energy offerings to reduce dependency on traditional fuels
    • Conduct quarterly meetings with franchisees to discuss operational improvements
    • Establish key performance indicators (KPIs) to track operational effectiveness
    • Facilitate knowledge sharing between high-performing franchises and those with room for improvement

  • ⛳️ Strategy 3: Diversify revenue streams

    • Explore partnerships to offer additional services such as car wash, convenience stores, or electric vehicle charging
    • Introduce cross-promotional deals with local businesses to attract more foot traffic
    • Encourage franchisees to diversify their offering with value-added services
    • Develop training programs for franchisees to enhance customer service and upselling skills
    • Use customer data to identify trends and develop new products or services
    • Offer customisable services to meet specific consumer preferences and increase customer base
    • Leverage digital marketing to promote additional services and reach wider audiences
    • Host community events or workshops at stations to enhance local engagement
    • Implement loyalty programs to encourage repeat business
    • Evaluate underutilised assets for potential new revenue opportunities
fuel-pricingoperational-efficiencyfranchise-managerpricing-analystmarketing-teamoperations-team
Implement these strategies

Strategies and tactics for improving business operations

  • ⛳️ Strategy 1: conduct comprehensive process audit

    • Identify and document all existing processes
    • Engage key stakeholders to understand pain points
    • Analyse process workflows for bottlenecks
    • Benchmark processes against industry standards
    • Identify redundant and non-value-added activities
    • Evaluate the use of current technologies
    • Gather employee feedback on process inefficiencies
    • Create a report summarising findings
    • Prioritise processes that need immediate attention
    • Develop an action plan for process improvements

  • ⛳️ Strategy 2: implement technology solutions

    • Research modern technology solutions suitable for your industry
    • Evaluate the cost and benefits of each solution
    • Select the most appropriate technology tools
    • Develop a timeline for implementing new technologies
    • Train employees on how to use new systems
    • Integrate new technology with existing systems
    • Monitor the performance of new technology
    • Collect feedback from users to identify issues
    • Make necessary adjustments based on feedback
    • Continuously assess technology updates and trends

  • ⛳️ Strategy 3: optimise resource allocation and management

    • Assess current resource allocation
    • Identify areas with underutilised resources
    • Identify areas that require additional resources
    • Create a balanced resource distribution plan
    • Implement a project management tool
    • Train managers on effective resource management techniques
    • Introduce a performance measurement system
    • Set clear performance metrics and objectives
    • Review and adjust resource allocation periodically
    • Create a culture of continuous improvement
efficiencytechnologymanagerauditorit-teamoperations-team
Implement these strategies

Strategies and tactics for building a reward incentive program

  • ⛳️ Strategy 1: Define clear objectives and rewards

    • Identify key tasks and goals that need to be incentivised
    • Set measurable benchmarks for each task or goal
    • Determine appropriate rewards for different levels of task completion
    • Establish criteria for earning rewards within the programme
    • Create a reward catalogue with tangible and intangible incentives
    • Align rewards with employee preferences and organisational goals
    • Develop a reward distribution schedule and communicate it clearly
    • Incorporate feedback from participants to adjust objectives and rewards
    • Ensure rewards are sustainable within the programme budget
    • Monitor satisfaction and effectiveness of current rewards

  • ⛳️ Strategy 2: Implement a transparent tracking and evaluation system

    • Select a digital platform to track task completion and progress
    • Create user-friendly interfaces for employees to track their own progress
    • Automate notifications for upcoming deadlines and milestones
    • Develop a point system to quantify progress and reward eligibility
    • Enable team leaders to access dashboards for performance evaluation
    • Regularly report on individual and team standings within the system
    • Integrate feedback mechanisms for continuous improvement
    • Offer training sessions on utilising the tracking system
    • Ensure data privacy and protection within the tracking platform
    • Periodically audit the system to maintain accuracy and reliability

  • ⛳️ Strategy 3: Foster a motivational and supportive environment

    • Encourage peer recognition for completed tasks and goals
    • Organise workshops on goal-setting and task management
    • Provide mentorship opportunities for skill and career development
    • Recognise achievements publicly through awards or announcements
    • Create a platform for employees to share success stories and tips
    • Establish team competitions to encourage collaboration
    • Offer non-monetary incentives such as additional time off
    • Regularly communicate programme updates and success stories
    • Solicit feedback on workplace culture and environment improvements
    • Address any barriers or challenges faced by participants promptly
incentivesperformanceprogram-managerteam-leaderhuman-resourcesoperations
Implement these strategies

Strategies and tactics for enhancing IT Support for Store Operations

  • ⛳️ Strategy 1: Establish a Dedicated IT Support Team

    • Recruit and hire skilled IT professionals with expertise in managing retail technologies
    • Define clear roles and responsibilities for IT support staff
    • Train team members on the specific technologies used in the store such as POS, CCTV, and biometrics
    • Develop a protocol for handling common IT issues and resolutions
    • Set up a ticketing system for tracking and managing support requests
    • Implement a monitoring system to oversee the health of all IT equipment
    • Schedule regular team meetings to discuss issues and share solutions
    • Create a knowledge base for common troubleshooting steps and solutions
    • Establish KPIs to measure the effectiveness of IT support responses
    • Ensure continuous development of staff through regular training and certifications

  • ⛳️ Strategy 2: Implement Preventive Maintenance and Monitoring

    • Carry out a comprehensive audit of existing IT systems and equipment
    • Set up automated monitoring tools to detect and alert for issues in real-time
    • Schedule regular maintenance checks for all IT hardware including POS, CCTV, and printers
    • Create maintenance logs to record all checks and any remedial action taken
    • Develop a maintenance calendar for routine updates and hardware inspections
    • Establish regular data backup protocols to prevent loss of information
    • Implement software updates and patches across all systems systematically
    • Train staff on proper equipment usage to minimise unnecessary wear and tear
    • Evaluate hardware lifespan and prepare for timely replacements and upgrades
    • Regularly review and update all preventive measures based on emerging technologies

  • ⛳️ Strategy 3: Enhance Communication and Response Protocols

    • Create an IT support hotline dedicated for store personnel
    • Develop communication guidelines for raising IT issues promptly and clearly
    • Prioritise issues based on impact and urgency with clear response times
    • Establish a direct line of communication between store managers and IT support
    • Implement a feedback loop to improve IT service quality and responsiveness
    • Set up emergency protocols for critical system failures like POS outages
    • Develop a standard operating procedure for handling IT-related customer issues
    • Identify and document points of failure for each technology in use
    • Engage with technology vendors for priority support arrangements
    • Regularly update emergency contact lists and escalation procedures
it-supportretail-technologiesit-support-specialistsystem-analystit-support-teamstore-operations-team
Implement these strategies

Strategies and tactics for developing a business growth strategy for a security company

  • ⛳️ Strategy 1: Strengthen client relationships

    • Organise quarterly review meetings with top clients to discuss service feedback
    • Implement a client loyalty program to reward long-standing partners
    • Develop a client-specific newsletter sharing industry updates and company news
    • Provide personalised security audits to clients annually
    • Invite clients to participate in a bi-annual security seminar hosted by the company
    • Establish a dedicated account manager for key clients
    • Offer exclusive early-bird access to new security technology
    • Create a listening post to monitor and action client satisfaction levels
    • Develop and present case studies or success stories involving existing clients
    • Regularly survey clients to understand their evolving security needs

  • ⛳️ Strategy 2: Expand service offerings

    • Conduct market research to identify trending security needs
    • Develop partnerships with technology providers for innovative solutions
    • Launch remote monitoring services for clients with smaller budgets
    • Offer cybersecurity assessments alongside traditional security services
    • Create a mobile app to enhance client engagement and service accessibility
    • Pilot a security drone service for large-scale sites
    • Implement a rapid response team to address urgent client security issues
    • Develop an advisory service for home secure systems targeting the residential market
    • Establish a division for consultancy on regulatory compliance in security
    • Introduce environmentally sustainable security solutions

  • ⛳️ Strategy 3: Optimise security operations management

    • Adopt a new software for scheduling and managing security personnel
    • Schedule monthly debrief meetings with security teams for performance evaluation
    • Implement real-time incident reporting tools for security personnel
    • Track and review key performance indicators for security operations monthly
    • Conduct quarterly training sessions focusing on emerging security threats
    • Integrate technology to automate routine security checks and reduce manual efforts
    • Assign a risk management officer to assess vulnerabilities periodically
    • Design a reward system for security personnel achieving excellence
    • Maintain a regular review process for security protocols and guidelines
    • Create a mentorship program pairing new managers with experienced ones
client-retentioninnovationaccount-managerrisk-management-officerbusiness-developmenttechnology-integration
Implement these strategies

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:

Table of contents
Copyright © 2024 Tability