ERG 2027 AOP Template | Annual Operating Plan Deck for Employee Resource Groups
Turn your ERG’s goals, initiatives and budget into a leadership-ready plan.
$159.00
Building an ERG annual operating plan from a blank slide takes hours, and leadership expects to see strategy, numbers and results. The ERG 2027 AOP Template gives your team a clear, professional structure to fill in, so you can spend your time on the plan instead of the formatting.
Every slide answers the questions leaders and finance ask: what the ERG will do, why it matters to the business, what it costs and how you’ll measure it. Blue bracketed placeholders show exactly what to fill in, example rows show what good looks like, and speaker notes on every slide explain what to enter.
What’s included:
24 editable slides with speaker notes
A how-to-use slide, title slide and agenda
ERG at a Glance: mission, membership and leadership team
2026 Year in Review: results, wins and lessons
4 Impact Pillars, each with a goal and an investment amount (rename them to fit your ERG)
For each pillar: an opener, an initiative portfolio and an initiative detail slide
2027 Budget Request with the change from 2026 and cost per member
2027 Calendar at a Glance with observance prompts
Impact Scorecard with output and outcome metrics
Support We Need slide, ending with one clear decision for leadership
Appendix: budget detail by quarter
Who it’s for: ERG chairs, co-chairs and treasurers, ERG program managers, and HR or engagement teams who review ERG plans.
Format: Digital download. Editable in Microsoft PowerPoint or Google Slides. Uses Plus Jakarta Sans, a free Google Font. Swap the accent colors to match your company or ERG brand.
Works with: Chart the Course: 2027 ERG Planning Lab (plan first, then fill the template) and the ERG 2027 Budget Tracker.
Built by a practitioner: Created by Limari (Linda) Michael, who spent 11 years supporting 10 Employee Resource Groups with annual planning, budget tracking and events.
License: One license covers one ERG. Using this template for more than one ERG requires one license per ERG (for example, 10 ERGs = 10 licenses). For internal use within the purchasing organization only. Not for resale or redistribution.
Refund policy: Due to the digital nature of this product, all sales are final.
One license covers one ERG. Using this template for more than one ERG requires one license per ERG (for example, 10 ERGs = 10 licenses). For internal use within the purchasing organization only. Not for resale or redistribution.