---
title: [OR] [PM] [P1] [T] [AI] Plan Phase Closure Report Template
description: [OR] [PM] [P1] [T] [AI] Plan Phase Closure Report Template
---

[Operational Resilience](https://blog.bcm-institute.org/operational-resilience)

# [\[OR\] \[PM\] \[P1\] \[T\] \[AI\] Plan Phase Closure Report Template](https://blog.bcm-institute.org/operational-resilience/or-pm-p1-t-ai-plan-phase-closure-report-template)

 Written by [Moh Heng Goh](https://blog.bcm-institute.org/operational-resilience/author/moh-heng-goh) | Aug 27, 2026, 7:06:05 AM

### A Practitioner’s Guide to the “Plan” Phase

#### Practical Tools for the Plan Phase

*A Practitioner’s Guide to the “Plan” Phase* into practical application.

The appendices provide practical tools, templates, assessment structures, and implementation aids to support the Plan Phase of the Operational Resilience Planning Methodology.

They are designed to help practitioners translate the concepts described in Chapters 1 to 8 into structured organisational activities.

The appendices may be adapted to reflect:

- organisational size
- industry;
- regulatory requirements;
- risk profile;
- existing governance;
- existing resilience capabilities; and
- internal terminology.

The templates should therefore be treated as practical starting points rather than rigid requirements.

The key objective is consistency, traceability, and evidence-based implementation.

#### Appendix AI:  Plan Phase Closure Report Template    

##### **1. Executive Summary**

Summarise the Plan Phase outcome.

##### **2. Completed Deliverables**

List completed outputs.

##### **3. Outstanding Actions**

List remaining items.

##### **4. Outstanding Risks**

Document risks transferred into the Implement Phase.

##### **5. Lessons Learned**

Record:

##### **6. Implement Phase Readiness**

Summarise readiness results.

##### **7. Management Decision**

Record transition approval.

#### "Plan" Phase of the OR Planning Methodology

| **Assess Capability and Maturity** | **Analyse Gap** | **Develop Strategy and Roadmap** | **Confirm Risk Appetite** | **Develop and Embed Governance** |   |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |   |

#### More Information About Blended Learning OR-5000 \[BL-OR-5\] or OR-300 \[BL-OR-3\]

Contact our course consultant colleagues to learn more about our blended learning program and about the next course's schedule.  They are the BL-OR-3 Blended Learning OR-300 Operational Resilience Implementer and the BL-OR-5 Blended Learning OR-5000 Operational Resilience Expert Implementer.

 

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| --- | --- | --- |
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|  | If you have any questions, click to contact us. |  |
|  |  |  |

 

[View full post](https://blog.bcm-institute.org/operational-resilience/or-pm-p1-t-ai-plan-phase-closure-report-template)

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