ERG Business Plan Template

The ERG Business Plan & Budget Worksheet is a practical planning tool that helps employee resource group leaders connect their programming to enterprise priorities — and document that connection in a format that is visible to DEI, HR, and business leadership.
The workbook includes two templates. The first is a business plan worksheet organized around the 4C framework — Workplace/Culture, Workforce/Career, Community, and Business/Commerce. For each pillar, ERG leaders map their activities to enterprise DEI commitments, organizational talent priorities, and business priorities, then identify expected talent outcomes, business outcomes, and success metrics alongside their budget. The second template is an action plan that translates strategic objectives into concrete steps, with columns for deliverables, timelines, responsible parties, and resources needed.
Together, these templates help ERGs move from activity-based planning to outcome-oriented planning — making it easier to tell the story of ERG impact in the language of the business.
Best for: ERG co-chairs and DEI program managers preparing annual plans, engaging executive sponsors, or building the case for ERG investment.