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Business Action Plan PowerPoint Templates, Plan of Action PPT Slides
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This complete deck covers various topics and highlights important concepts. It has PPT slides which cater to your business needs. This complete deck presentation emphasizes Strategy Action Plan Mission Corporate Strategy Competitive Strategy and has templates with professional background images and relevant content. This deck consists of total of thirteen slides. Our designers have created customizable templates, keeping your convenience in mind. You can edit the colour, text and font size with ease. Not just this, you can also add or delete the content if needed. Get access to this fully editable complete presentation by clicking the download button below.

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How to Create an Effective Action Plan (Examples & Templates)

Written by: Raja Mandal

Since you're here, you might be struggling to achieve your personal, professional or company goals. And if you think an action plan is just what you need to help you create a clear path for reaching your goals, you're absolutely right!
An effective action plan is critical, whether sending out weekly email newsletters, putting together a presentation, or executing a marketing plan or business plan . However, creating an action plan from scratch can be even more troublesome if you don’t know how to do it.
Fortunately, with Visme’s action plan templates , anyone can create an effective action plan in minutes.
Continue reading to discover what exactly an action plan is, why you need one, how to create one and some template examples that you can use it for inspiration.
Table of Contents
What is an action plan and why do you need one, why do you need an action plan, how to create an effective action plan.
10 Action Plan Templates To Help You Execute Projects
As the name suggests, an action plan is the set of tasks or activities you need to complete to achieve a goal or complete a project. You can think of it as a timeline, a list of actionable steps, people responsible for each of them and who follows the progress of each step to come up with the best results.
This single document can help you plan and monitor activities, identify the resources needed, and how and when they should be used to ultimately achieve your stated goal.
Now, you might be wondering the difference between an action plan and a to-do list. The most significant difference between these two is that to-do lists are ongoing and include tasks for different goals and projects. On the flip side, an action plan is focused on a specific goal within a limited time frame.
The purpose of creating an action plan:
- Consumer Complaint Investigation
- Project Management
- Risk and Opportunity Management
- Product Launch
- Daily Meetings
- Market Research
According to a recent study, those who finish their business plan are twice as likely to succeed in their business than those who have no business plan. So, plan to be prepared for the obstacles ahead and keep yourself on track.
And an effective action plan helps you boost your productivity and keep yourself focused. Here are some of the reasons why you need an action plan.
Get a Clear Direction
An action plan highlights the steps you should take and the timeframe to complete them. Therefore, you will get a clear direction of what to do in order to achieve your goals. So, whenever you stress yourself about the next steps or the actions taken in the past, you have everything in hand.
Keep Everyone On the Same Track
An effective action plan can bring every team member or stakeholder on the same page. It can be an individual who is an expert in the area of work, the one who is experiencing the problem and stands to benefit from the change, or who can contribute towards the goal or project.
Get a Better Clarification of the Timeframe
Every action in your action plan should have an exact completion date. Once you assign all the tasks that need to be done to achieve your goal and understand the requirements of resources for it, you can quickly figure out how long the overall action plan will take.
Measure Your Success
Measuring the success of the progress of your goal is another crucial benefit of using an action plan. For example, if an objective is to write an action plan, there may be many steps towards that goal, including understanding the design process, writing the text, branding and many others.
You can measure each of these steps to ensure you achieve the goals and contribute to the larger objective of creating an action plan.
Learning to create an action plan might seem daunting at first, but it’s worth the effort to keep yourself productive towards the goal later on. Though there is no universal formula to create an action plan, and they may differ in terms of tasks and timelines, you can follow the simple steps below to create one.
Define S.M.A.R.T. Goals
The most important ingredients you need to create an effective action plan are the goals you want to achieve. Since you are reading this, you might have already defined goals. But, if you haven’t, use the SMART method to create specific, measurable, attainable, relevant and time-bound goals.
Use the infographic below to understand a SMART goal and try to create yours accordingly.

Once you have set SMART goals, you are already halfway through achieving them. If you struggle with creating SMART goals, use the worksheet template below.

Additionally, read the article on how to create SMART goals to learn more about it.
Prepare the List of Actions
Now, prepare a list of actions you need to take to reach your goal. It would be better to divide your main goal into smaller actionable steps to make the final goal less overwhelming and get closer to achieving your goal one step at a time.
However, make sure that the actions are realistic and relevant to your goal. For example, if you want to generate 30% more leads, some of your actions could be creating engaging content, optimizing your web pages, asking for referrals, and many others.
Identify and Allocate Resources
Before creating the action plan, you must identify all the resources required to complete the tasks. Some of the resources you need will include money, equipment, personnel, tools and others. And if you don’t have the resources available at the moment, you need to make a plan to acquire them.
Once you have your resources, allocate them to the right people. For example, suppose you are running a digital marketing campaign. In that case, you will need to have the applications and tools for content production, graphic design, and marketing analytics and hand them over to your content manager, social media manager and SEO manager.
Set the Deadline
As we have already discussed, the goals should be SMART. And here, T stands for time-bound, which means that you should have a start and finish date to achieve your goal. If you don’t do it, you are likely to never reach the goal.
Therefore, choose a specific deadline so the other team members involved can plan better for the execution of the action plan.
Additionally, you can break one large goal into smaller subgoals and set an individual deadline for each of them. For example, if you want to generate 30% more leads by the end of Q4 this year, you can set subgoals such as:
- Upload first YouTube video by X date.
- Publish 250 blog posts by X date.
- Host 25 webinars by X date.
Create a Visual Representation
Now, let’s move to the part where you will actually materialize your action plan. Creating a visual representation of the action plan is the best way to engage your team so that everyone knows the plan well.
But designing an action plan from scratch is not an easy task. Visme is there to help you design the action plan without stressing yourself out for the design part. Follow the steps below to visualize your action plan.
Pick a Template
Visme offers a wide range of professionally designed action plan templates for various business types and use cases. Choose a template from the library that suits your needs or that you can easily customize a little to create your very own action plan.
Input Your Text and Data
Now, edit the empty fields to fill in your objectives, tasks, deadline, budget, and many others. Click on one of the text boxes and start typing to insert your text or replace any pre-existing text with your own.
Change the Colors and Fonts
Customize the appearance of your action plan further by changing the colors and fonts. Select the element you want to change color for and use the color picker tool to change the color according to your need.
Once you are done with the colors, you can now change the font style, color and size. Double click on the text that you want to change the font for and use the editor on top to do it.
Use your brand colors and brand fonts in the action plan to perfectly represent your brand. Visme lets you save your brand assets so that you get customized templates according to your brand guidelines at your fingertips.
Watch the video below to learn more about setting up your brand identity kit in Visme.

Incorporate Icons and Illustrations
Icons and illustrations are the essential part of visually expressing actions and ideas. Add relevant icons and illustrations or swap out the ones included to ensure they match your action plan. Visme offers thousands of professionally crafted icons and illustrations that you can use in your design.
Additionally, take your design to the next level effortlessly by incorporating 3D animated assets in your action plan.
Collaborate with Your Team
To make the most of your action plan, ensure that you include all the team members that you think can contribute to the success of your plan. Start collaborating with your team and effectively create stunning designs right inside Visme.
Check out the video tutorial below to learn more about it.

Share Your Action Plan
Once you are satisfied with your action plan, you can share it with your team members. Download the action plan as a high-resolution JPG or PNG image file or share it via a link. If you want to publish your action plan on a website to blog, generate an embedded link and paste it wherever you want.
Monitor the Progress
Track your progress regularly and ensure that each step in your action plan is completed on time. You can use an internal reporting system or hold regular meetings to track progress. Mark tasks that are completed as done on the action plan to bring them to the attention of your team members.
This will help you better understand the pending or delayed tasks for which you need to find solutions. Finally, keep updating the action plan regularly according to your progress. With Dynamic Fields , it's easy to keep your action plan, and all other projects, updated. Once you input data into a dynamic field, it will change across all projects it’s used in.
If you are considering the action plan for a project, you can also opt for project management plan templates to keep track of your project progress and ensure a smooth operation.
Additionally, Visme offers a wide variety of other documents such as status reports , marketing plans , sales plans , project plans , organizational charts and many more.
10 Action Plan Templates to Help You Execute Projects
1. marketing action plan.
Planning marketing and promotional activities are critical aspects of your business process as they help you achieve your business goals and grow your business. If you are a marketer, you should plan activities each month and compare them with your expected results.
This action plan template can help you track the actual results of those activities and help you with your future plans. Whether your marketing objective is increasing sales or brand awareness , you can use this template as a part of your overall marketing plan .

2. 90-Day Action Plan
The position of C.E.O. comes with high expectations. With the unknowns of a new role in a new organization, the pressure to perform and the need to be accepted as a new leader by the team, it can be challenging to know where to start.
Use this 90-day action plan to understand your new organization, its target market, functional interdependencies, growth opportunities, and much more.

3. Employee Corrective Action Plan
As a business owner, you need to take corrective actions when the goals and objectives are not in line with your expectations and the process starts experiencing flaws. An employee corrective action plan is one of the crucial ones of them.
This often happens when the employee lacks key skills or doesn’t understand your organizational processes or objectives. An employee corrective action plan template like the one below allows you to record the disciplinary action that needs to be taken and suggest improvements and comments.

4. Project Action Plan
When starting or running a new project like website designing or anything else, you need to juggle many things at once. Use this website design project action plan to ensure that the project goes more smoothly.
It gives you complete visibility of the objectives, tasks and the given timeframe, making it easier for you to organize teams, assign tasks, track performance and measure the execution of the project.
Additionally, learn more about how Visme can help you better manage projects .

5. S.M.A.R.T Action Plan
You might already know that SMART goals push you further, giv1425287609es you a sense of direction and help you organize and reach your goals. Imagine what will happen if you combine your SMART goals with the action plan. Every action you take will be completely aligned with the specific goal.
This action plan template helps you do just that. Edit this template and add your SMART goal and the action steps altogether.

6. Emergency Action Plan
As a business owner, you must always be prepared for emergencies while running the business. These emergencies include hazardous materials spills, fires, natural disasters, and many others. The most effective way of handling a crisis situation is to prepare in advance by creating an emergency action plan.
The emergency action plan template helps you prepare the evacuation plan for your workplace in the event of a natural disaster. Edit this template or use it as is to do as much as possible to keep your employees safe in case of disaster.

7. Disciplinary Action Plan
The goal of a disciplinary action plan is to warn employees about what is and is not acceptable behavior in the workplace. This is mainly provided to employees during the onboarding process, but you can also use it for existing employees.
Edit this template by filling out the empty spaces with the necessary information and hand it over to the employee you want to warn of unacceptable behavior.

8. 30-60-90 Day Action Plan
The 30 60 90 day action plan is a structured way of enlisting goals and strategies in 3 steps timeline. Project managers, new hires, sales executives, and many other professionals can use this template to plan the company’s objectives and ensure that the goals are met.
This action plan template includes a 90-day action plan for a tech project split into three parts. The first 30 days show the initial steps, such as discussing project breakdown and planning with clients. Similarly, the next 60 and 90 days include other crucial actions such as quality assurance, bug fixes, feature rollout, final launch, KPI tracking, updates and many more.

9. 30-Day Action Plan
Like the 30-60-90 day action plan, the 30-day action plan is a set of steps that you need to take within 30 days to achieve the specific goal. If the project is going to take not more than 30 days or if you want to finish the project in 30 days, this action plan template is perfect for you.
This action plan template also lets you break down the project into three smaller parts to make the actions more realistic and effective. Edit this template to create the perfect 30-day action plan for any type of project you want.

10. Sales Action Plan
Create a colorful sales action plan using this template. It will help you explain how you will operate and manage the sales process to skyrocket your sales. Set goals to manage your inventory, project sales, expenses, timeline and many others.
Furthermore, the template allows you to set different plans for online and in-store sales, making the template a must-have for your overall sales plan.
Learn more about how Visme can help you close more sales and take your business to the next level.

Create Your Action Plan Using Visme
Are you ready to create an effective action plan and track your progress while executing and running projects? Choose your favorite action plan template from the list above and start editing it using Visme’s professional document creator .
Almost every part of these templates is editable and the easy-to-use drag and drop tool helps you create action plans in a few clicks.
Sign-up for a free account in Visme today and your action plans are just a few clicks away.
Design an effective action plan quickly and easily using Visme.

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How to Write an Action Plan (Examples Included)
Before you start any project, you have to draw up a plan to manage, organize, and realize the project’s goals. Planning is a crucial component of the project initiation phase of the project management life cycle.
The best way to turn your project objectives and goals into reality, and to avoid risks and challenges during the project management life cycle , is to use a solid action plan. You can use an action plan to create a clear path to success for any goal (personal, business, or financial goal ).
In this article, you will learn how to write an effective action plan and why you need one for your project.
Let’s get started.
What is an Action Plan?
An action plan is a comprehensive plan on how to reach a goal. This is a step-by-step process you have to perform to attain your goal.
Every organization has a guideline or strategy in place to achieve its goal, be it small or big. An action plan can work towards a quarterly or yearly goal. This will include setting goals and objectives that are realistic to achieve.
A goal is the primary objective of an action plan. An action plan does not only exist in organizations, but it is very useful in our day-to-day life.
When you set a goal, an action plan has to be in motion to bring such a goal to life. Some processes or structures have to be in place to create an action plan.
Ask the following questions before you write an action plan.
- What are the goals you need to achieve?
- What methods will go into achieving them?
- What is the end goal of these goals and objectives?
You also need to follow processes to set an effective action plan.
1. Setting A Goal
The first step for writing an action plan is to set a goal. When you discover the goal of the whole operation, you can then draw up an action plan to achieve it. The purpose of this is to create or have a picture of what the goal is going to be about. This ensures that you set a realistic goal.
During the process of setting a goal, consider the following.
- The goal must be clear and actionable
- Must be realistic
- Must have a completion date
Organizations at this phase create a project charter to sketch out the goals and objectives.

2. Structures to Achieve the Goal
These are the guidelines or step-by-step plans to achieve the goal. During this stage, you write a well-described and outlined plan. The action plan is a guideline for achieving the already set goal.
Break down the goal of the project into smaller units and tasks that will lead to the eventual progress of the goal. Set targets and deadlines, and share responsibilities and resources needed to achieve the goal.
Some of these structures to achieve the goal include:
- Listing the steps to be followed
- Establishing key goals and targets
- Identifying available resources
- Visualizing the goal
Why You Need an Action Plan
An action plan is a framework for how to complete a project effectively. One of the reasons why projects fail is due to a lack of planning. Many projects fail because they either did not carry out extensive research or they did not have a solid plan to bring all their goals to fruition.
Every goal must have a to-do list of all tasks that need to be accomplished to achieve an objective. An action plan guarantees a well-organized objective. You need this plan to stay on track and manage the progress of the project or goal.
1. Provides Motivation and Eliminates Procrastination
An action plan is simply a to-do list that one checks till a task or goal is accomplished. A well outlined and organized arrangement of your plan encourages one to start and complete the task. Breaking the task into smaller units makes it feel less overwhelming and cumbersome.
Ticking your to-do list makes the progress of the goal visible. You can easily track milestones and accomplishments of the set objective.
2. Sets Direction and Priorities
One of the benefits of writing an action plan is that it establishes direction and priorities for your goal. It defines the whole purpose of the operation. In an organizational setting, it can be likened to a project charter. This represents a sketch of what the end goal should look like or should be.
An action plan helps the project team to stay on track and focus on the purpose of the project without going outside of the main objective. This prevents the waste of time and resources on scope creep . If eventually, you have to make changes, there will be adjustments that will easily fit into the project.
3. Uncovers Weaknesses and Opportunities
In the course of drawing up an action plan, one uncovers both the strengths and weaknesses of the project. An action plan provides you with a better chance of adjusting and creating a better plan for your goal or project.
The weaknesses uncovered could be the risk involved in the project. The action plan helps you discover the weaknesses and how to quickly eliminate them before the project begins.
During the process of writing an action plan, one can also find opportunities that can be generated from it. An action plan will force you to think strategically to deliver insights that will improve your project.
How to Write an Action Plan
There are seven steps to follow that serve as a guideline for writing a strategically well-detailed action plan.
1. Define Your Goals
The first step to writing a good action plan is to define the goal, be it a personal or business plan . Break down the overall goal into smaller, easier, and understandable sub-goals.
The reason for this is that, when people start to accomplish a task, the first impression they will develop is that it will take lots of time and energy. Breaking down the goal into smaller units will make it easier to understand and accomplish
By defining the goal, you understand what it takes to achieve it. It is at this stage you decide if you can go through with the plan. The goal you define should be SMART – Specific, Measurable, Actionable, Realistic, and Timely.

2. List the Key Objectives
Listing priorities is another important step when writing an effective action plan. What are these priorities? They are the key elements that form the goal of what you want to achieve.
By listing the key objectives , you know where to focus on majorly or areas that will require more attention.
3. Create a Step-by-Step Guideline to Achieve Your Goal
A guideline ensures you do not get stuck during the process of achieving your aim. Many businesses have failed due to getting to a particular segment of achieving their goal and not knowing what to do next. Creating a step-by-step guideline ensures there is the next thing to do.
4. Set Targets and Deadlines
Time is a very important factor when setting a goal. During the process of trying to achieve the aim of the project, you can easily lose track of time if you do not track it.
When a goal drags on for a particular period, it can lead to loss of interest or the goal might fail to accomplish what it was intended for.
5. Identify Available Resources
An action plan should have an estimate of the resources available. When talking about resources, this is not just in terms of financial resources but also human resources. This refers to the number of teams on the ground to achieve the goal.
The essence of identifying available resources is to manage them effectively to achieve a specific goal.
6. Set Milestones
In every sector of life, the show of success no matter how little serves as a morale booster. Setting milestones helps you keep track of the project’s progress.
When working on a project, after completing a milestone, no matter how little the step is, it is important to celebrate or mark that milestone.
Milestones show progress. The essence of setting milestones is to give morale and motivation to your team members to do more work. A good practice is to reward team members when they accomplish a set milestone to show appreciation for their effort and encourage them to accomplish more.
7. Monitor and Evaluate the Plan
Monitoring and evaluating the plan is the last section of an action plan. This is where you evaluate the whole plan, check for the loopholes, and whatever was missed when writing the plan. It also leaves room for adjustments and scope creep.
Tips for Writing an Effective Action Plan
1. involve team members and experts.
This goes with the saying that “no man is an island.” No matter how much you understand a project, you need to involve team members and experts for better opinions and inputs. Following this tip allows for growth and communication among the team.
When opinions are welcomed from the team, this helps develop the project and might even uncover a greater benefit to the project. There are certain aspects of the project you may miss which your team members can pick up.
2. Have a Timeline
Getting your timing right is key to the success of any project. Having a timeline guiding all the activities you want to carry out in the project is crucial. A well-established timeline for your project ensures that you accomplish all tasks and milestones at the appropriate time.
3. Communicate the Plan
Communication is the foundation upon which a project can develop. When communication is in place, there will be a smooth transfer of information from one section to another. This is key because, without communication, the goal will remain stagnant.
4. Tick Off Items As You Accomplish Them
After completing an item or task in your project, mark them as completed. Doing this will make it easy for you to know the items or tasks you have completed and the ones that are still pending.
Ticking off items as you accomplish them can boost the morale of the team and encourage them to put in more effort to achieve the project.
5. Write an Action Plan Template
Writing an action plan template helps you save time and energy. Instead of having to create an action plan from scratch each time you need one, you can write or collect action plan templates you can edit to fit your needs.
Since the format for writing an action plan is similar for many projects or goals, writing an action plan template is a great idea.
6. Use a Project Management Tool
The best project management tools help you write effective action plans and keep you on track. Project management software like Monday.com, ClickUp, and Wrike have project planning and reporting features that help you monitor the progress of your project and the performance of your project team.
Action Plan Template
An action plan template makes it easier and faster for you to create an action plan for your goal or project. While almost every action plan template follows the same format, modifications vary depending on its purpose and the industry.
1. Business Action Plan

2. Marketing Action Plan

3. Sales Action Plan

4. Project Action Plan

5. Corrective Action Plan Template

Action Plan Example
An example of an action plan for a marketing agency.
Problem: Slow growth due to lack of sufficient employees and clients.
Goal: Increase profit by 50% within three years.
We expect our marketing agency to increase our profitability by 150% as we increase our marketing and customer service team and attract more clients over the next three years.
Current State of Our Agency: Annual profit of $100,000, six employees, and fifteen clients.
Our Agency in Six Months: Training for our existing customers in marketing and customer service and our profit will increase by 10%.
Our Agency in 12 Months: Annual profit of $150,000, ten employees, and 25 clients.
Our Agency in Three Years: Annual profit of $225,000, fifteen employees, and fifty clients.
Action Plan to Achieve Our Goal
Task 1 – Training
Action: Train all employees in the latest marketing and sales trends, client acquisition, and customer service.
Completion Date: August 2022
Person Responsible: Project Manager
Task 2 – Recruitment
Action: Work with the HR manager to hire new employees that fit the skill sets needed to achieve the agency’s goal.
Completion Date: November 2023
Person Responsible: Project Manager
Task 3 – Improve Customer Service
Action: Improve relations with clients to convert them into repeat customers by updating the agency’s website, taking note of their birthdays, and sending customized gifts showing the agency’s logo to them.
Completion Date: Ongoing
Person Responsible: IT Manager
Task 4 – Generate More Sales
Action: Organize meetings with clients and in-house staff to develop the best strategies for increasing sales conversions.
Completion Date: January 2024
Person Responsible: Sales Manager
Action: Run marketing campaigns on Google, Facebook, and Instagram to generate more sales for clients.
Completion Date: March 2024
Person Responsible: Marketing Manager
Task 5 – Reduce Friction at Payment Channels
Action: Optimize your payment clients for a seamless payment experience for your clients and increase the number of payment channels
Completion Date: May 2024
Task 6 – Expand Client Base
Action: Participate in relevant regional marketing summits to hunt for high-paying clients.
Completion Date: June 2024
Action: Target weaknesses in competitors’ services and offers and create better deals to attract more clients.
Completion Date: October 2024
Evidence of Success: Annual profit of $225,000 or more. Tracking and Evaluation Process: Assess staff size, client number, and profits.
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Anastasia worked in management consulting and tech startups, so she has lots of experience in helping professionals choosing the right business software.
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How to Write an Action Plan (Example Included)

What Is an Action Plan?
In project management, an action plan is a document that lists the action steps needed to achieve project goals and objectives. Therefore, an action plan clarifies what resources you’ll need to reach those goals, makes a timeline for the tasks or action items and determines what team members you’ll need to do it all. We’ll define what project goals, project objectives, action items and action steps are later on in this guide.
An action plan documents the execution of the project plan. That is, it’s a detailed list of the work that must be done to complete the project goals, including the action steps that are involved in getting from the start of the project to the finish. An action plan is similar to a project implementation plan and it’s very helpful during the project planning and project execution phases.
Not only are you figuring out the action steps and timeline, but you’ll also determine who you’ll assemble for your project team to work on those tasks.
Related: Free Action Plan Template
How to Write an Action Plan for Project Management in 10 Steps
The benefits of an action plan are simple: you have now outlined what action steps and what resources are needed to reach your stated project goals. By having this all collected in a single project management document, you can more successfully plan out how to execute your project plan.
People get overwhelmed by project management jargon when having to plan out a project, but the word action everyone can understand. The fundamentals to getting an action plan together for any project follow these four project planning basic steps:
1. Define your Project Goals
There’s a difference between project goals and project objectives. Project goals refer to the high-level goals that the project will achieve. Those generally align with the strategic planning and business objectives of organizations.
2. Define your Project Objectives
The project objectives are much more specific than the project goals. Project objectives refer to the deliverables and milestones that need to be completed to achieve your project goals.
3. Define Action Steps
The action steps are a group of related tasks or action items that must be executed to produce project deliverables.
4. Identify and Prioritize Action Items
Action items are small, individual tasks that make up the action steps that are outlined in your action plan. First, you need to identify task dependencies among them, and then assign those action items a priority level so that they’re executed sequentially.
5. Define Roles & Responsibilities
Now that you’ve divided the work required to accomplish your action plan, you’ll need to assign action items to your project team members and define their roles and responsibilities.
6. Allocate Resources
As with your project plan, your action plan has resource requirements. Having identified your action steps and action items will help you understand what resources are needed for each task and allocate them accordingly.
7. Set SMART Goals
Your action plan needs to be monitored and controlled to measure its performance. That’s why it’s important that you set SMART goals for your action items, action steps and your project objectives. SMART goals stand for specific, measurable, attainable, relevant and timely.
8. Set a Timeline for your Action Plan
As a project manager you’ll need to do your best to estimate how long it’ll take to complete your action items and action steps. Once you do so, you’ll have a timeline. You can use project management techniques like PERT charts or the critical path method to better estimate the duration of your project action plan.
9. Write an Action Plan Template
Create or use a simple action plan template to collect tasks, deadlines and assignments. This is the place where everything task-related goes in your project action plan, so you have a place for all this crucial information.
Writing an action plan template it’s a great idea because you’ll need to use that format throughout the project. That’s why we’ve created a free action plan template that you can download.
10. Use a Project Management Tool
Use a project management tool to keep you on task. ProjectManager has project planning features that help you monitor and report on project progress and performance. Get a high-level view of the action plan with our live dashboards. Unlike other tools, we don’t make you set up the dashboard.
It’s ready for use the moment you open our project planning tools . More than that, we calculate the various metrics, such as project variance, workload and more. They’re displayed in easy-to-read charts and graphs. Share them with stakeholders to give them updates on action steps whenever they want. Sounds good? Try our tool for free by taking this 30-day trial.

Tips to Write an Action Plan
Once you have an action plan, how do you work with it to run a successful project? Here are some tips to help with implementing your action plan:
- Focus on priorities and what is due now when identifying action steps and setting your action plan timeline
- Mark completed the action steps complete
- Have your team members work on one project management platform
- Set Up Alerts
- Discuss pending or last tasks
Action Plan Example
Follow along with this example to see how action plans are typically laid out using project planning software .
ProjectManager can help you build your action plan and then execute it. Collect all your action steps tasks on our list view, which does more than light-weight to-do list apps. Unlike them, we can prioritize action items, customize tags and show the percentage complete for each task. Our cloud-based project management software gives you real-time data to help you create an action plan and stick to it.

Note Phases and Assignments
It’s important to note all the phases of the project timeline to know what action steps and tasks will take place, and when. You’ll also want to set roles and responsibilities to ensure the work is carried out properly.
Track Progress
Once you start the project, you’ll need to chart the progress of the work being done. This leads us to the timeline, where you’ll have a start and due date for each of your tasks, as well as how long you plan for it to take, so you can use this as a baseline and make sure you’re staying on target. You can make your project timeline on a Gantt chart.
Note Resources
Finally, your action plan will list resources. Who is responsible for which task, and what materials are involved? What are those costs? You also should have a section in the action plan for notes that don’t fall into any of the other categories. ProjectManager has resource management features that allow you to allocate resources for each action step and task of your action plan.
Manage Your Project with an Action Plan
Getting a plan together is only the first part of managing a project. Remember, it’s not something to write and put away, but a living document that should follow you throughout the project life cycle. Jennifer Bridges, PMP, offers more tips on how to write an action plan in the video below.

Here’s a screenshot for your reference:

How ProjectManager Can Help Your Action Plan
If you’re looking to make an action plan and then take action on it by executing, monitoring and reporting on a project, then you’ll want ProjectManager. Our cloud-based project management software can import your action plan into an online Gantt chart. Now you can organize your tasks, link dependencies and set milestones. More than that you can filter for the critical path . When you’re done scheduling, set the baseline. This allows you to always see the planned versus actual progress of your project to help you stay on track. Try our tool for free today.

From there you can assign tasks and give teams a collaborative platform to comment and share relevant documents. Dependent tasks can be linked to avoiding bottlenecks, and when things change, the schedule can be easily edited by simply dragging and dropping start and end dates.
Related Posts
- Action Plan Template
- How to Make a Change Management Plan (Templates Included)
- 20 Must-Have Project Management Excel Templates and Spreadsheets

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The Easy Guide to Developing an Effective Action Plan

Planning on turning your vision into reality? And what’s your best way to avoid challenges and problems during this journey? A solid action plan .
We have outlined 6 steps explaining how to write an action plan. Once you familiarize yourself with them, go ahead and use the editable templates below to start planning right away.
What is an Action Plan
An action plan is a checklist for the steps or tasks you need to complete in order to achieve the goals you have set.
It’s an essential part of the strategic planning process and helps with improving teamwork planning . Not only in project management, but action plans can be used by individuals to prepare a strategy to achieve their own personal goals as well.
Components of an action plan include
- A well-defined description of the goal to be achieved
- Tasks/ steps that need to be carried out to reach the goal
- People who will be in charge of carrying out each task
- When will these tasks be completed (deadlines and milestones)
- Resources needed to complete the tasks
- Measures to evaluate progress
What’s great about having everything listed down on one location is that it makes it easier to track progress and effectively plan things out.
An action plan is not something set in stone. As your organization grows, and surrounding circumstances change, you will have to revisit and make adjustments to meet the latest needs.
Why You Need an Action Plan
Sometimes businesses don’t spend much time on developing an action plan before an initiative, which, in most cases, leads to failure. If you haven’t heard, “failing to plan is planning to fail” said Benjamin Franklin supposedly once.
Planning helps you prepare for the obstacles ahead and keep you on track. And with an effective action plan , you can boost your productivity and keep yourself focused.
Here are some benefits of an action plan you should know;
- It gives you a clear direction. As an action plan highlights exactly what steps to be taken and when they should be completed, you will know exactly what you need to do.
- Having your goals written down and planned out in steps will give you a reason to stay motivated and committed throughout the project.
- With an action plan, you can track your progress toward your goal.
- Since you are listing down all the steps you need to complete in your action plan, it will help you prioritize your tasks based on effort and impact.
How to Write an Action Plan | Best Practices
From the looks of it, creating an action plan seems fairly easy. But there are several important steps you need to follow with caution in order to get the best out of it. Here’s how to write an action plan explained in 6 easy steps.
Step 1: Define your end goal
If you are not clear about what you want to do and what you want to achieve, you are setting yourself up for failure.
Planning a new initiative? Start by defining where you are and where you want to be.
Solving a problem? Analyze the situation and explore possible solutions before prioritizing them.
Then write down your goal. And before you move on to the next step, run your goal through the SMART criteria . Or in other words, make sure that it is
- Specific – well-defined and clear
- Measurable – include measurable indicators to track progress
- Attainable – realistic and achievable within the resources, time, money, experience, etc. you have
- Relevant – align with your other goals
- Timely – has a finishing date
Use this SMART goal worksheet to simplify this process. Share it with others to get their input as well.

And refer to our easy guide to the goal-setting process to learn more about setting and planning your goals.
Step 2: List down the steps to be followed
The goal is clear. What exactly should you do to realize it?
Create a rough template to list down all the tasks to be performed, due dates and people responsible.

It’s important that you make sure that the entire team is involved in this process and has access to the document. This way everyone will be aware of their roles and responsibilities in the project.
Make sure that each task is clearly defined and is attainable. If you come across larger and more complex tasks, break them down to smaller ones that are easier to execute and manage.
Tips: Use a RACI Matrix template to clarify project roles and responsibilities, and plan projects
Step 3: Prioritize tasks and add deadlines
It’s time to reorganize the list by prioritizing the tasks . Some steps, you may need to prioritize as they can be blocking other sub-steps.
Add deadlines, and make sure that they are realistic. Consult with the person responsible for carrying it out to understand his or her capacity before deciding on deadlines.
Step 4: Set milestones
Milestones can be considered mini goals leading up to the main goal at the end. The advantage of adding milestones is that they give the team members to look forward to something and help them stay motivated even though the final due date is far away.
Start from the end goal and work your way back as you set milestones . Remember not to keep too little or too much time in between the milestone you set. It’s a best practice to space milestones two weeks apart.
Step 5: Identify the resources needed
Before you start your project, it’s crucial to ensure that you have all the necessary resources at hand to complete the tasks. And if they are not currently available, you need to first make a plan to acquire them.
This should also include your budget. You can assign a column of your action plan to mark the cost of each task if there are any.
Step 6: Visualize your action plan
The point of this step is to create something that everyone can understand at a glance and that can be shared with everyone.
Whether your action plan comes in the shape of a flowchart , Gantt chart , or table , make sure that it clearly communicates the elements we have identified so far – tasks, task owners, deadlines, resources, etc.
This document should be easily accessible to everyone and should be editable.
Step 7: Monitor, evaluate and update
Allocate some time to evaluate the progress you’ve made with your team.
You can mark tasks that are completed as done on this final action plan, bringing attention to how you’ve progressed toward the goal.
This will also bring out the tasks that are pending or delayed, in which case you need to figure out why and find suitable solutions. And then update the action plan accordingly.
Action Plan Templates
Business action plan.

Marketing action plan

Strategic action plan

Corrective action plan template

Action plan template

Any More Tips on Creating an Action Plan?
An action plan is designed to guide your way to accomplishing your goals. It turns your vision into actionable goals and steps. And it helps you stay focused and motivated.
From an individual employee in an organization to larger departments can make use of action plans to steer their way towards completing their goals.
Maybe you are about to create your very first action plan, or you are already a pro at writing them. Either way, we’d like to hear your opinions on how to write an action plan. Do share them with us in the comments section below.
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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.
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Create an action plan that drives results

An action plan outlines precisely how you’re planning to accomplish your goals. It’s the perfect way to approach goals systematically and keep your team on target. In this article, we will cover how to create an action plan in six steps and how to implement it successfully. Plus, learn more about the differences between action plans, project plans, and to-do lists.
It can feel good to make goals. After all, you’re defining what you want to accomplish. But goals won’t do much without clear action steps. An action plan is a popular project management technique that lists your action steps so you know exactly how you’re going to accomplish your goals.
We’re going to show you how to create this clear roadmap step by step and other tools you should utilize to get the most out of your action plan. Let’s dive in.
What is an action plan?
An action plan is a list of tasks or steps you need to complete to achieve your goals. An effective action plan works like a management plan for your company’s initiatives, outlining the steps you need to take to make these larger goals a success. Once you go through the goal-setting process, create an action plan with specific tasks and timeframes to reach each goal.
Who needs an action plan?
An action plan is useful for anyone who needs a step-by-step planning process. When you create an action plan, you detail exactly what actions you'll take to accomplish your project goals. These plans can help you organize your to-dos and ensure you have the necessary information and resources to accomplish your goals.
But you can create action plans for more than just strategic planning. Use this tool to reach any specific goals in a systematic way. Try setting up:
Business action plan
Marketing action plan
Corrective action plan
Sales action plan
Project action plan
Personal development action plan
Regardless of the type of action plan you create, make sure you create it in task management software . That way, you can easily share action items and timelines with your team to track progress. Instead of manual status updates and unclear deliverables, your team has one central source of truth for everything they need to do in order to hit their goals.
Now let’s get into how you can create an action plan that increases your team’s efficiency and accountability.
6 steps to create an action plan
Step 1: set a smart goal.
When it comes to setting goals, clarity is the single most important quality. With the SMART goal method, your goal is clearly defined and attainable. Set specific, measurable, achievable, realistic, and time-bound goals to benefit from this tactic.
For example, your goal could be to deliver your current project (measurable) in four months (time-bound) without overspending (specific). Assuming this goal is both achievable and realistic based on your available resources, it’s a great SMART goal to set for yourself.
Step 2: Identify tasks
Now that your goal is clearly defined and written down, you’ll want to identify the steps you have to take to reach it. Identify all of the tasks that you and your team need to complete to reach milestones and, eventually, the main objective.
Here are a few action plan examples with tasks for different kinds of goals:
Goal: Expand team from seven to nine team members by June.
Meet with Human Resources to discuss the recruitment campaign.
Create a template project to track candidates.
Schedule three interviews per week.
Goal: Select and onboard new work management software to the entire company by the end of Q2.
Apply for the budget.
Create a roll-out plan for Q2.
Schedule training for team members.
Goal: Host 5k charity run in May to raise $15,000 for the local food bank.
Find volunteers and determine responsibilities
Prepare marketing materials and PR plans
Secure sponsors
Step 3: Allocate resources
Once you’ve outlined all of your tasks, you can allocate resources like team members, project budget, or necessary equipment. Whether it’s assigning team members to certain tasks, applying for a budget, or gathering helpful tools—now is the time to plan and prepare.
Sometimes, you can’t allocate all of your resources before you put your action plan in motion. Perhaps you have to apply for funding first or need executive approval before you can move on with a task. In that case, make the resource an action item in your plan so you can take care of it later.
Step 4: Prioritize tasks
When your team is clear on their priorities, they know what work to do first and what work they can reschedule if necessary. No action plan is set in stone, so the best way to empower your team is to let them know what tasks have a high priority and which ones are a bit more flexible.
To make this clear, sort all of your action items by priority and sequence:
Priority: Important and less important tasks.
Sequence: Order in which tasks have to be completed so others can start.
When you’re organizing and prioritizing your action items , you’ll notice that some action items are dependent on others. In other words, one task can’t begin until the previous task is completed. Highlight these dependencies and factor the sequence into your prioritization. This reduces bottlenecks , removing obstacles that would make a less important action item delay a high-priority item.
Step 5: Set deadlines and milestones
When your team knows what they're working towards, they have the context to effectively prioritize work and the motivation to get great work done. Team members tend to be more motivated when they directly understand how their work is contributing to larger goals.
To engage your teammates from the get go, assign deadlines to all action items and define milestones . Milestones mark specific points along your project timeline that identify when activities have been completed or when a new phase starts
Create a timeline or Gantt chart to get a better overview of your prioritized tasks, milestones, and deadlines. Your timeline also serves as a visual way to track the start and end dates of every task in your action plan. You can use it as a baseline to make sure your team stays on track.
Step 6: Monitor and revise your action plan
Your ability to stay on top of and adapt to changes is what makes you a great project manager. It’s crucial that you monitor your team’s progress and revise the plan when necessary.
Luckily, your action plan isn’t set in stone. The best way to track potentially changing priorities or deadlines is to use a dynamic tool like a work management software . That way, you can update to-dos and dependencies in real time, keep your team on the same page, and your action plan moving.
Action plan vs. plan B vs. project plan vs. to-do list
So how exactly does an action plan differ from all these other plans and lists? To clear this up once and for all, we’re going to explain what these plans are and when to use which plan to maximize your team’s efforts.
Action plan vs. plan B
You may have heard the terms action plan and plan B used interchangeably. But in fact, an action plan and plan B are two completely different types of plans. Here’s how to tell them apart:
Your action plan outlines actions in much detail so you and your team know exactly what steps to take to reach your goal.
A plan B is a secondary action plan, an alternative strategy, that your team can apply if your original plan fails. Whether that’s because of an internal issue or an external factor—having a plan B is a great way to be prepared for the worst case scenario.
Action plan vs. project plan
A project plan is a bit more complicated than an action plan. Project plans are blueprints of the key elements your team needs to accomplish to successfully achieve your project goals. A project plan includes seven elements:
Goals and project objectives
Success metrics
Stakeholders and roles
Scope and budget
Milestones and deliverables
Timeline and schedule
Communication plan
Once you’ve created a project plan, use an action plan to outline and document how your team will execute your tasks and hit your goals. This will ensure that everyone on your team knows what their responsibilities are and what to get done by when.
Action plan vs. to-do list
A to-do list is typically used to write down single tasks that don’t necessarily lead to one common goal. To-do lists can change daily and are much less organized than action plans. An action plan will follow specific steps and include tasks that all lead to the completion of a common goal.
How to implement your action plan successfully
You know how to create an action plan, but in order to implement it successfully, you need to use the right tools and use them correctly. Here are our top five tips to ensure your action plan is effective:
Use task management software
Streamline your action plan by keeping all of your tasks and timelines in one central source of truth. Task management software, like Asana , is perfect for your action plan because it allows you to keep track of pending tasks, declare task ownership, assign dependencies, and connect with your team in real time or asynchronously .
Use or create templates
Create or use a template that lists all the action items with notes, status, priority, and ownership. When you create a template that fits your project type, you can reuse it time and time again.
Set up real-time alerts and assign dependencies
Make sure all action items are time-bound and that you assign dependencies. That way, your team can react when an item is ready for them and easily track what other items depend on theirs.
Check action items off as you complete them
When action items are completed, check them off! Make sure it’s visible to everyone and happens in real time so the person responsible for the next action item can start their work as soon as possible.
Discuss late or pending tasks
If you run into issues or delays, talk to your team to uncover potential bottlenecks and find solutions that keep the action plan on track. You can add notes directly into your action plan or set up calls to discuss more complex issues.
Ready, set, action plan
Like Benjamin Franklin once said: “If you fail to plan, you are planning to fail.” Creating an action plan helps you stay focused, on track, and brings your goals to life.
Plan to succeed with a structured action plan and helpful tools like Asana’s task management software. Connect and align with your team in a central source of truth while staying flexible enough to revise your action plan when necessary.
Related resources
Annual planning template
How to set and track stretch goals to inspire your team
How to build a strategic plan for your nonprofit
7 types of goals to stay organized and focused

Blog – Creative Presentations Ideas
infoDiagram visual slide examples, PowerPoint diagrams & icons , PPT tricks & guides

Use Modern Graphics to Present Your Action Plan in PowerPoint
Are you interviewing for a management position or do you need to present how you plan to accomplish a big goal? We designed the 30-60-90 day action plan PowerPoint graphics set to help you present your goals and so much more. See how eye-catching visuals can help your audience understand your plans and goals on simple slides.
How can you make your 30-60-90 day action plan memorable? Eye-catching graphics will help you illustrate points and explain your plans. Check out the complete 30-60-90 Days Action Plan PowerPoint graphics set by clicking here!
Use Vertical Columns for Your 30-60-90 Day Action Plan

The 30-60-90 day action plan graphics on the example slide already look more engaging than a boring table or bulleted list slide. The color gradients in each shape make each one attention-grabbing. The colors as well as the headers and text can be customized so they speak directly to your audience about your plans. The bullets on your PowerPoint slides can serve as reminders for you of your talking points and reference points for your audience, but they are not meant to be overly wordy.
Present Your 30-60-90 Day Development Time Plan Creatively

The example slide shows an example of ready 30-60-90 day action plan. The shapes are easy to customize with symbol icons in PPT. The easy MS Office tools allow you to modify the shapes and icons which represent the different phases of the plan. The text and colors used are simple to customize and can be adjusted to suit your audience, organization, or plans. The background line helps establish the timeline as a unified process rather than 3 separate items for better flow and ease of understanding.
Give Your 30-60-90 Day Action Plan Space With Multiple Slides

If you are concerned about not having sufficient space on one PowerPoint slide for your entire plan or you would like to utilize more white space in your presentation, consider splitting your plan into multiple slides. In the example the 30, 60, and 90 day stages are each given their own slide. This keeps each one from being too wordy or cluttered. In the example slide, the entire focus is the 30 day plan. The visual consistency across all 3 plan slides as well as each individual PPT slide’s color scheme will help your presentation look more professional.
Guide on Designing a Creative 30-60-90 Day Plan PowerPoint Presentation
1. prepare the tag shape diagram by combining 3 basic powerpoint shapes..

2. Distribute the content under the correct tags. Remember to always align bullet points to the left.

3. Add the headers and some joining elements, e.g. a background line.

4. Add symbolic icons and a color code.

Resource: Visual 30-60-90 Day Action Plan PowerPoint Template
Using creative visuals will help you get through to your audience. Explain your plans and goals with attractive icons so you and your message stand out from the competition.
The minimalist 30-60-90 Day Action Plan graphics set will allow you to visualize improvements, growth, and more. Check out the full set to inspire your next presentation:
Visual 30-60-90 Days Action Plan PowerPoint Diagrams
For even more elegant visuals to customize your next presentation, consider the ultimate collection of infographic templates .
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Develop a Plan of Action with Free Templates
Smartsheet Contributor Joe Weller
May 25, 2016
In this article, you’ll find the most widely-used, comprehensive list of free action plan templates offered in Excel and Word formats.
Included on this page, you’ll find a downloadable business action plan template , project action plan template , corrective action plan template , and more.
Action Plan Template

Download Action Plan Template
Excel | Smartsheet
This action plan template provides sections for four goals, and more can be added. The goals are then broken down into action steps that can be assigned a priority and completion status for tracking progress. Starting and ending dates can be added for each action, and a column for notes is also included. This template would work well for project management, event planning, business goals and more.
We've also provided pre-built plan of action templates in Smartsheet, a collaborative, real-time work execution platform that empowers you to better plan, manage, and report on project initiatives.
See how Smartsheet can help you be more effective

Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet.
Watch a free demo
Action Item Template for Excel

Download Action Item Template
This free template focuses on action items, which are listed in the first column with additional space provided for detailed descriptions of each item. The timeline for each item is tracked with a starting date, due date and completion date. Other information for each action item includes priority, responsible party and status. This is a simple yet detailed template with extra room included for notes.
Business Action Plan Template for Excel

Download Business Action Plan Template
This action plan template can be used as a supporting tool to reach the goals in a business or marketing plan. The goal is clearly stated at the top of the template followed by action steps below. This template provides sections to record necessary resources, potential challenges and final results. The final result of an action item could simply be a successful completion, or new steps may have been identified in the process. An action plan may have to be adaptive in order to reach business goals.
Project Action Plan Template for Word

Download Project Action Plan Template
WORD | Smartsheet
Keep your project on schedule and evaluate its progress with this project action plan template. The template breaks down goals into separate sections along with their associated action steps. The timeline, expected outcome, ownership and evaluation methodology can be recorded for each action step. Save the project template as a PDF and print for easy sharing with a team.
Team Action Plan Template for Word

Download Team Action Plan Template
WORD | Smartsheet
This team action plan template includes spaces for listing team members and tracking attendance at more than one planning session. The template includes the basic ingredients for creating a successful action plan, and a simple layout facilitates group process. Having a clear goal and objective stated at the top will help team members stay focused as they work together to create a plan of action.
Work Action Plan Template for Word

Download Work Plan Template
This is a detailed work plan template to help ensure success in your improvement efforts. The steps of the work plan are clearly outlined along with important data. What resources are available or needed? Where are there points of resistance that need to be dealt with? What is your communications plan for each step? Including all of these factors in your action plan will help implementation go smoothly.
Corrective Action Plan Template for Word

Download Corrective Action Plan Template
A corrective action plan aims to solve a specific problem or change a situation so that goals can be met. This corrective action plan template provides a simple layout with plenty of room for detail. Both the problem and desired outcome can be defined at the top, and the action plan includes important information such as stakeholders, constraints and metrics. This template can be easily adapted to a wide range of corrective plans.
Employee Action Plan Template for Word

Download Employee Action Plan Template
This template works well for an employee improvement action plan. Sections are provided for listing supervisors and support team members. The template is also formatted with multiple steps, so actions can be broken down into a very manageable sequence. This provides an organized way for employees to work toward specific achievements.
Sales Action Plan Template for Word

Download Sales Action Plan Template
This sales plan template includes room for reviewing current and previous revenue, market and competitor analysis, sales goals, and a plan of action. Having all of this information in one template can help ensure you are addressing the right issues and setting achievable sales goals. The template can of course be edited to include whatever information is pertinent to your business.
School Action Plan Template for Word

Download School Action Plan Template
This action plan template was designed with school improvement in mind. It allows you to state a long-term goal, outline different approaches to reaching that goal, and create an action plan based on your chosen strategy. You can identify the budget, materials and time needed for each action step as well as the timeline for its completion and evidence of success. Tracking the success of each action step will help ensure that your school improvement efforts lead to your long-term goals.
Creating an Effective Action Plan
One of the benefits of using an action plan template is that the formatting is taken care of - you can simply edit the template to suit your needs. As you will see in the free templates listed above, multiple layouts are possible for an action plan. But regardless of the structure or content of your plan, here are some tips to keep in mind as you begin the planning process.
- Choose an appropriate goal and clearly define your objective. Take into consideration not only the importance of your goal, but also how reachable it is considering the time frame and resources you have to work with.
- Use a team to create your action plan. This won’t be appropriate in certain cases, but brainstorming with team members can help create a stronger plan of action. And in the course of creating a plan, you may find that you need input from others outside the team as well.
- Choose action steps that are concrete, measurable and attainable. These steps should be clearly defined, not vague ideas.
- Identify who is responsible for each action step and who will be supporting them. Support people are not responsible for the outcome of an action step, but they assist in the process.
- Provide a clear schedule for completing action steps. Your final goal may be a short-term project or take years to complete. It’s important to break down the timeline for each step along the way.List the resources necessary for accomplishing action steps. If sufficient resources are not currently available, include a plan for their acquisition.
- Review and update your action plan as it is implemented. As you track the progress of your plan, make any changes needed as they arise.
- Communicate with key people about the plan’s progress and effects as it is carried out.
All of the templates above are printable, customizable and free to download. They are designed for Microsoft Excel or Word and can be saved in PDF format. Choose the template that best meets your needs and begin creating your action plan.
Build a Real-Time Action Plan with Smartsheet for Project Management
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.
When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.
Additional Resources
Free strategic planning templates.
Choose from 9 free strategic plan templates in Microsoft Excel and Word formats.
Jan 31, 2023
The Top Project Plan Templates
Discover an easier, more collaborative way to create project plans.
Mar 3, 2023
Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

action plan PowerPoint Presentation Templates and Google Slides

Search Engine Optimization Action Plan For Multiple Industries Training Deck On SEO Training Ppt
Presenting training deck on Search Engine Optimization Action Plan for Multiple Industries. This deck comprises of 122 slides. It includes SEO strategy for travel, Information Technology, Medical, and Education industries. Further, it includes energizer activities and a proposal for client training services. These slides are 100 percentage made in PowerPoint and are compatible with all screen types and monitors. They also support Google Slides. Premium Customer Support is available. Suitable for use by managers, employees, and organizations. These slides are easily customizable. Our PowerPoint experts have included all the necessary templates, designs, icons, graphs, and other essential material in the PPT deck.

Product Commercialization Action Plan Ppt PowerPoint Presentation Complete Deck With Slides
This complete deck acts as a great communication tool. It helps you in conveying your business message with personalized sets of graphics, icons etc. Comprising a set of eighty six slides, this complete deck can help you persuade your audience. It also induces strategic thinking as it has been thoroughly researched and put together by our experts. Not only is it easily downloadable but also editable. The color, graphics, theme any component can be altered to fit your individual needs. So grab it now.

Strawman Project Action Plan Ppt PowerPoint Presentation Complete With Slides
Induce strategic thinking by presenting this complete deck. Enthrall your audience by deploying this thought provoking PPT deck. It can be downloaded in both standard and widescreen aspect ratios, thus making it a complete package to use and deploy. Convey your thoughts and actions using the eighty four slides presented in this complete deck. Additionally, feel free to alter its components like color, graphics, design, etc, to create a great first impression. Grab it now by clicking on the download button below.

Formulating Product Development Action Plan To Enhance Client Experience Ppt PowerPoint Presentation Complete Deck With Slides
Induce strategic thinking by presenting this complete deck. Enthrall your audience by deploying this thought provoking PPT deck. It can be downloaded in both standard and widescreen aspect ratios, thus making it a complete package to use and deploy. Convey your thoughts and actions using the seventy three slides presented in this complete deck. Additionally, feel free to alter its components like color, graphics, design, etc, to create a great first impression. Grab it now by clicking on the download button below.

Action Plan To Implement Exit Strategy For Investors Ppt PowerPoint Presentation Complete With Slides

Cognitive Computing Action Plan Ppt PowerPoint Presentation Complete Deck With Slides
This complete deck acts as a great communication tool. It helps you in conveying your business message with personalized sets of graphics, icons etc. Comprising a set of sixteen nine slides, this complete deck can help you persuade your audience. It also induces strategic thinking as it has been thoroughly researched and put together by our experts. Not only is it easily downloadable but also editable. The color, graphics, theme any component can be altered to fit your individual needs. So grab it now

Construction Management Services And Action Plan Ppt PowerPoint Presentation Complete Deck With Slides
This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of sixty seven slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the colour, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready made presentation. Click the download button now.

Solvency Action Plan For Private Organization Ppt PowerPoint Presentation Complete Deck With Slides
This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of sixty three slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the colour, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready made presentation. Click the download button now.

Kaizen Action Plan Data Collection And Analysis Techniques Ppt PowerPoint Presentation Complete Deck With Slides
This is a kaizen action plan data collection and analysis techniques ppt powerpoint presentation complete deck with slides. This is a one stage process. The stages in this process are action plan, kaizen, data management, analysis, technology.

Agricultural Business Survival And Recovery Action Plan During Coronavirus Ppt PowerPoint Presentation Complete With Slides
Induce strategic thinking by presenting this complete deck. Enthrall your audience by deploying this thought-provoking PPT deck. It can be downloaded in both standard and widescreen aspect ratios, thus making it a complete package to use and deploy. Convey your thoughts and actions using the sixty slides presented in this complete deck. Additionally, feel free to alter its components like color, graphics, design, etc, to create a great first impression. Grab it now by clicking on the download button below.

Developing Organization Primary Data Storage Action Plan Ppt PowerPoint Presentation Complete Deck With Slides
This complete deck acts as a great communication tool. It helps you in conveying your business message with personalized sets of graphics, icons etc. Comprising a set of fifty nine slides, this complete deck can help you persuade your audience. It also induces strategic thinking as it has been thoroughly researched and put together by our experts. Not only is it easily downloadable but also editable. The color, graphics, theme any component can be altered to fit your individual needs. So grab it now.

Formulating Competitive Plan Of Action For Effective Product Leadership Ppt PowerPoint Presentation Complete Deck With Slides
This complete deck covers various topics and highlights important concepts. It has PPT slides which cater to your business needs. This complete deck presentation emphasizes formulating competitive plan of action for effective product leadership ppt powerpoint presentation complete deck with slides and has templates with professional background images and relevant content. This deck consists of total of fifty eight slides. Our designers have created customizable templates, keeping your convenience in mind. You can edit the colour, text and font size with ease. Not just this, you can also add or delete the content if needed. Get access to this fully editable complete presentation by clicking the download button below.

Enterprise Action Plan For Growth Ppt PowerPoint Presentation Complete Deck With Slides
This complete deck acts as a great communication tool. It helps you in conveying your business message with personalized sets of graphics, icons etc. Comprising a set of fiftyseven slides, this complete deck can help you persuade your audience. It also induces strategic thinking as it has been thoroughly researched and put together by our experts. Not only is it easily downloadable but also editable. The color, graphics, theme any component can be altered to fit your individual needs. So grab it now.

BPO Performance Improvement Action Plan Ppt PowerPoint Presentation Complete With Slides
Take advantage of this well researched and professionally-designed BPO Performance Improvement Action Plan Ppt PowerPoint Presentation Complete With Slides to ace your next business meeting. Use this PPT complete deck to impress the management with your ideas for business growth and revenue increase. Use the fifty seven slide Template Bundle to leave no stone unturned as you present each step of your process. Employ the visual tools within the slides such as graphs, charts, and tables to ensure that the audience can never look away from the presentation. With attractive visuals, easy to understand structure, and your knowledge, your presentation will have the attention it deserves. Download this PPT Template from the link below.

Action Plan To Optimize Hiring Process Ppt PowerPoint Presentation Complete Deck With Slides
This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of fivety seven slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the colour, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready made presentation. Click the download button now.

Organizing Action Plan For Successful Project Management Ppt PowerPoint Presentation Complete Deck With Slides
This complete deck acts as a great communication tool. It helps you in conveying your business message with personalized sets of graphics, icons etc. Comprising a set of fifty seven slides, this complete deck can help you persuade your audience. It also induces strategic thinking as it has been thoroughly researched and put together by our experts. Not only is it easily downloadable but also editable. The color, graphics, theme any component can be altered to fit your individual needs. So grab it now.

Performance Training Action Plan And Extensive Strategies Ppt PowerPoint Presentation Complete Deck With Slides
Pitch yourself both in house and outside by utilizing this complete deck. This performance training action plan and extensive strategies ppt powerpoint presentation complete deck with slides focuses on key fundamentals of the topic, displayed using different slides. With a total of fiftysix slides, this template is the best tool you can use to persuade your audience. It will not only help you create great presentations but also induce strategic thinking because of its well researched content and graphics. You can easily personalize any of the elements to suit your unique business setting. Additionally, it can be saved in PNG, JPG, and PDF formats to save your time and resources.

Action Plan Or Hospitality Industry Ppt PowerPoint Presentation Complete Deck With Slides
Presenting this set of slides with name key metrics for hotel administration management ppt powerpoint presentation complete deck with slides. The topics discussed in these slides are business, industry, tourism, recreation, attractions. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Customer Relationship Management Action Plan Ppt PowerPoint Presentation Complete With Slides
This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of fifty four slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the colour, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready made presentation. Click the download button now.

Customer Relationship Management Action Plan Ppt PowerPoint Presentation Complete Deck With Slides
This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of fivty four slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the colour, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready made presentation. Click the download button now.

Corporate Manual For Business Plan Of Action Ppt PowerPoint Presentation Complete Deck With Slides
This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of fifty three slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the colour, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready made presentation. Click the download button now.

Promotional Channels And Action Plan For Increasing Revenues Ppt PowerPoint Presentation Complete Deck With Slides
Pitch yourself both in house and outside by utilizing this complete deck. This Promotional Channels And Action Plan For Increasing Revenues Ppt PowerPoint Presentation Complete Deck With Slides focuses on key fundamentals of the topic, displayed using different slides. With a total of fifty one slides, this template is the best tool you can use to persuade your audience. It will not only help you create great presentations but also induce strategic thinking because of its well researched content and graphics. You can easily personalize any of the elements to suit your unique business setting. Additionally, it can be saved in PNG, JPG, and PDF formats to save your time and resources.

Technology Upgradation Action Plan Ppt PowerPoint Presentation Complete Deck With Slides
This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of fourty nine slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the colour, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready made presentation. Click the download button now.

Formulating And Implementing Organization Sales Action Plan Ppt PowerPoint Presentation Complete Deck With Slides
This complete deck acts as a great communication tool. It helps you in conveying your business message with personalized sets of graphics, icons etc. Comprising a set of fourty eight slides, this complete deck can help you persuade your audience. It also induces strategic thinking as it has been thoroughly researched and put together by our experts. Not only is it easily downloadable but also editable. The color, graphics, theme any component can be altered to fit your individual needs. So grab it now.

Action Plan Playbook For Influencer Reel Marketing Ppt PowerPoint Presentation Complete Deck With Slides
This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of fourty six slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the colour, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready made presentation. Click the download button now.

Project Management Office Change Administration Strategy Action Plan Ppt PowerPoint Presentation Complete Deck With Slides
This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of forty six slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the colour, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready made presentation. Click the download button now.

Plan Of Action To Mitigate Issue Of Decreasing Funds At Zoo Ppt PowerPoint Presentation Complete With Slides
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Home PowerPoint Templates Timelines & Planning Action Plan Slide Template for PowerPoint
Action Plan Slide Template for PowerPoint

By definition, an action plan is a set of various tasks performed to achieve a specific target. The Action Plan Slide Template for PowerPoint is a simple design to present a group of functions and the actions required to complete them. The user can show the necessary TODO’s in a snapshot, and it explains all the required details concisely.
The structure of this slide is based on a simple table. It contains four (4) columns, each referencing a step of the action plan. Each row represents an attribute of the action step.
- Responsible Department: Allocates the task to the particular department
- Resources needed: Figures the actual cost required for the successful completion of the task
- Progress: Defines the primary aim of the action step and how the resources are used to form outputs leading to the goal
- Completion Date: Settles a tentative date on which the task/action should be completed for a smooth progress
- Improvement: Suggest what improvement is being made through the action.
All the mentioned parameters make this action plan template a comprehensive chart. This PowerPoint template helps present a business plan or a roadmap to achieve a specific objective. Professionals can use this template to propose new strategies and ideas stepwise. Marketing agencies and economists can also use this layout to present general marketing and business growth strategies.
The overall design of the Action Plan Slide Template for PowerPoint is attractive and has two background color variations. The professionals can download this template and customize its various components according to their topic. Further, the presenters can modify the titles, font styles, and graphic icons. And prepare their presentations in just a few simple steps.
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Calling for systematic and methodical approaches while requiring attentions and interventions. A sense of urgency to draw out measures once observations are over. Rationale, Logic, Prudence employed to carry out guidelines need to be followed by implementation through actions.
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- 1. Action Plan Shubhranshu Upadhyay Architect Urban planner13 August 2013
- 2. • Planning Plan making, purposes and applications • Plan Models Recognized and improvised • Action Plan Action and Plan , Plan and Action • Action Planning Model • Steps in Preparing Plans • Examples • Demerits • Adaptability • Cases • Conclusions • References Over view 13 August 2013
- 3. • Meaning • Effort to organize things in advance. • Plan Making • An adopted statement of policy in the form of texts, maps, graphics, used to guide public and private actions that affect future. Planning 13 August 2013
- 4. • Purposes and Applications Plans may be used to identify • Housing needs • Transportation needs • Priority investment area • Strategies for specific areas • Conservancy needs Plans may also serve as basis for • Local government enacting and administering regulatory measures • Budget allocations for capital investments • Public programmes such as historic preservation, economic development etc. Planning 13 August 2013
- 5. Conventional and Recognized Plan Models Plan Models 13 August 2013 Improvised Plan Models Perspective plans Comprehensive plans Regional plans Development Plans Zoning Plans District Plans Subject Plans Action Plans Local PlansStructure plans
- 6. Action Action Plan 13 August 2013 Requiring Attentions, Interventions Plan Calling for systematic and methodical approach Action & Plan A sense of urgency to draw out measures once observations are over. Plan & Action Rationale, Logic, Prudence employed to carry out guidelines followed by implementation actions.
- 7. Action Planning Model 13 August 2013 Where do we stand now? Where do we intend to be? How to achieve intended Goals. Taking Action Where do we stand now?
- 8. Steps in Preparing Action plans 13 August 2013 Spell out Clear Goals List benefits of achieving Goals Start with current actions Define clearly steps to undertake Arrange steps in logical sequence Assign deadlines for individual steps Review Progress
- 9. • Action plan can address particular problems or issues and cannot be applied as a generalized planning principle. • Decision makers Vs. Decision doers: Lack of enthusiasm. A cohesive team is must. • Time Constraint: Too much time cannot be attached. • Lack of physical observance particularly in cases involving emotional response, stress and conflict. • Complex implementation: Process of implementation in most of the cases is carried out without a recognized system and resources. Demerits 13 August 2013
- 10. • Addressing problems arising out of heavy rains in particular areas of city. • Regulating traffic congestion due irregular events occurring at peak hours. • Maintaining order and peace in religious cities particularly during auspicious days, due to sudden influx of pilgrims. • To take care of sudden intra city migration of people due to perceived threat of onslaught of communicable diseases. • Scarcities of commodities due to misappropriation or lack of supplies. • Significant utility during times of system up gradation. Examples 13 August 2013
- 11. • Cases have been taken from city of Bhopal (India) Cases 13 August 2013 Lake preservation Limiting size of Traffic Rotaries
- 12. Bhopal is famous for its lakes. There are about 28 water bodies in and around the city. People of Bhopal are very passionate about it lakes, particularly lower and upper lakes. 13 August 2013 Lake Preservation
- 13. However these water bodies are under great threat of pollution due to plastic and munciple and solid waste. Various works are currently underway as regards beautification of these lakes. 13 August 2013 Lake Preservation In 2008 action plan being made and implanted successfully to get Durga and Ganesh Idol immersions took place only at Prempuraghat near Bhadbhada.
- 14. 13 August 2013 Limiting Size of Traffic Rotaries Traffic rotaries in Bhopal are very common. Rotaries have been made even at square junctions in violation of traffic standards. Being capital city these rotaries are adorned by statues of various political and community personalities.
- 15. 13 August 2013 Limiting Size of Traffic Rotaries The rotaries are cause of traffic congestion, bottle necks and reduced traffic speeds causing movement delays to people and goods for a very long time. In fact these rotaries were assigned to various builders and developers for beautification, in lieu of displaying their names and logos for advertising purpose.
- 16. • Action plans are not an integral part of conventional planning approaches. However they are significantly suitable in matters of • Interventions • Situations requiring buying of time • Quick solutions • Failure of conventional backups in system. • Anticipated threats perceived through warning signals. • These plans are function specific contingency plans and should not be very time consuming. • Good team work between policy makers and implementing agencies is a must. Concluding Remarks 13 August 2013
- 17. Planning Standards. Britannica Encyclopaedia of Urban planning http://www.conservationgateway.org/topic/guidance http://www.conservationgateway.org/topic/conservation-action-planning http://www.thefreedictionary.com/crisis+action+planning http://www.time-management-guide.com/plan.html http://www.bonner.org/resources/modules/modules_pdf/BonCurActionPlanning.pdf http://managementhelp.org/plan_dec/str_plan/actions.htm Suggested Readings 13 August 2013
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65 Free Action Plan Templates For Excel, Word, PDF, PowerPoint, and Google Docs

Featured Bonus Content: Get 65 Free Action Plan Templates! Click Here To Download It.
If you don’t want to spend years wishing you achieved your goals, you need to act on them now. The best way to do so is to have an action plan.
Having a long list of tasks to complete can be overwhelming. As you see the list grow, you may lose the motivation to do any of them. That said, if you have a step-by-step action plan that spells out your chores in achievable pieces, you can accomplish them without noticing.
Action plans assist in keeping track of your work progress. With an action plan in place, you’ll have an official start and end date, as well as an estimate of how long each step will take. You won’t have to spend mental energy each day trying to decide when and how to start.
Also, you can use an action plan to keep track of your project budget and determine whether you need to change your time or resource estimates.
In this in-depth post, you’ll learn what an action plan is, why you need one, and how to make action plan templates on Microsoft Excel, Word, PDF, PowerPoint, and Google Docs.
We’ll also answer some frequently asked questions about action plans. Finally, we’ll give you access to 65+ free, editable, and downloadable action plan templates for Word, Excel, PowerPoint, PDF, and Google Docs.
Let’s get started.
Chapter One: What is an Action Plan and Why Do You Need One?
Chapter Two: Action Plan Templates For Excel
Chapter Three: Action Plan Templates For Word
Chapter Four: Action Plan Templates For PDF
Chapter Five: Action Plan Templates For PowerPoint
Chapter Six: Action Plan Templates for Google Docs
Chapter Seven: How to Make an Action Plan on Excel, Word, and Google Docs
Chapter eight: action plan templates frequently asked questions (faqs), chapter nine: create and manage your action plans using sweetprocess.

Every situation benefits from having an action plan. It is a simple success roadmap if used judiciously. In your job, business, or personal endeavor, a well-designed action plan will highlight what to do at every point and assist you in tracking achieved tasks.
For instance, do you want to switch to a tech career by a specific age? An action plan helps you consider your existing qualifications, identify your existing strengths, and point you to the courses you’re going to need to take to successfully achieve this transition. You can also include the top tech organizations you’ll hopefully transition into.
If you’re working on a project, the action plan forces you to consider the number of resources you have at your disposal, the complexity of the project or objective at hand, and the level of detail necessary when executing the project.
What is an Action Plan?
Action plans are communication tools that simplify complex tasks and initiatives. It is an organizational strategy framework for identifying steps that you must take to achieve a goal.
When using an action plan, you should consider and map out specific tasks to help the organization set quality standards and save costs. This enables you to avoid trial and error as much as possible.
An action plan is a social planning tool. With it, you can document actions that serve as a symbol of a company’s or nation’s accountability.
For instance, an action plan might be used by a city to express plans to enhance a neighborhood. This could involve plans for adding green spaces, services, living streets, and better rail service.
Why You Need an Action Plan
Many companies have a growth strategy, but nothing gets done at the end of the day. This happens because they have no action plan to follow to provide a roadmap for how and when to complete each task.
Your action plan is a working document that makes your strategy a reality. As a result, you achieve your tasks and allocate resources to your team for efficient job implementation.
You need an action plan so you can:
- Focus on specific goals
Action plans provide you with the framework to efficiently execute specific tasks, so you complete your work without distractions.
- Logically complete tasks
It assists you in completing your tasks in a logical order and ensures that you do not overlook or miss any essential steps.
- Effectively delegate tasks
Action plans make it easy to determine when you need to delegate or outsource tasks. The document quickly points you to what job to outsource and how to do it. That way, you’ll save time and effort as you’re able to delegate tasks that slow your progress or do not achieve the end goal for your business.
- Efficiently keep records
Having an action plan lets you document the time and resources you’ll likely spend on tasks. This way, you stay motivated and ensure that you complete your job in as short a period as possible.
- Avoid procrastination
With an effective action plan, you’ll avoid procrastination. This is because an action plan provides you with a visual map that documents achievement in a structured manner. As a result, it helps you see your progress when you need to complete each job faster.
What You Should Include in Your Action Plan

Action plans are likely to fail for two reasons: You may not take action as written on the document, or you fail to include the essential points to make the path to success clear in the action plan.
When creating an action plan, here are the specifics to include to use it efficiently.
Define your goal
You need to understand your goal before creating an effective action plan. Having this at the top of your action plan motivates you to keep moving forward.
State the actions
Write out the step-by-step actions that are involved in doing every task. This will help you to achieve your set goals and minimize decision fatigue.
List the persons in charge
Mention the employees who will be handling each step. This introduces accountability to your action plan and creates a sense of responsibility in the mind of stakeholders.
Timeline
You’ll be less likely to achieve your goals if you don’t attach your set goals to a particular deadline. Having a deadline for each step keeps you on your toes to effectively deliver your tasks.
Resources
Identify the assets you need to allocate for each step. When resources are not available, your action plan will experience a delay. Therefore, in your action plan, ensure that you include plans to acquire the necessary resources to meet your project delivery deadline.
Potential barriers
Be mindful of the factors that can potentially hinder the completion of each step. Considering this will force you to have mitigation strategies in place for every foreseeable problem that arises.
Track your progress
It won’t be fair to realize that your goals won’t be met at the end of your task. You should track your progress to avoid this. Not tracking each process leads to mistakes and inefficiencies, and you’ll waste time going back to fix your errors.
Why Use an Action Plan Template?
Are you a worker who wishes to enhance your job performance, or a project manager whose task is to delegate responsibilities to team members?
You need an action plan to help organize human and material resources. With this, you can identify a clear route to meet your objectives and confidently manage related tasks in the most effective sequence to attain your goal.
But creating an action plan from scratch could be time-consuming for you. Hence, the need for an action plan template.
Action plan templates are industry-specific, ready-made documents that you can instantly download and use.
You need to use action plan templates because they not only help you stay motivated and track your progress toward your goals, but they also help you save time as you can adopt them very quickly.
Whether you’re working alone or with others, action plan templates guide you in all categories of your work and can be a reference for those who should be held responsible for each task. Using an action plan template helps you prevent delays and errors.
Action plan templates enable you to transform your vision into attainable objectives and tasks.
How to Make an Effective Action Plan
To make an action plan, here are steps to consider:
Step 1: Define the problem
The first step to solving a problem is to understand what it is. By identifying the problem, you can assess the circumstances surrounding the problem and examine possible solutions.
At this point, you’ll consider all ideas and ask for feedback from your team and the parties interested in solving the problem.
Step 2: Gather and analyze information
The next step is to gather and analyze the collected data to support or reject whether the problem exists or has a different root cause than you anticipated.
You would figure this out by asking questions like:
- What is the root source of the problem?
- What do others think about the situation?
Step 3: Define and prioritize the problems
In cases where you find there are more problems than the ones you envisioned, there is a need to prioritize them so that you may focus on the most pressing issues first.
Ask yourself the following questions to assist you in sorting the concerns:
- Which issue is likely to cause more problems?
- Which problems have the most considerable influence on the operation’s long-term financial stability?
Step 4: Write a goal statement for each solution
Now that you’ve identified the problems and gathered information associated with it, write out the goals’ statement for each solution using the S.M.A.R.T framework. Setting S.M.A.R.T. objectives or goals means the goals are specific, measurable, attainable, realistic, and timely.
You should then look through the solutions and analyze them for difficulties. If you identify any, then find a solution as you proceed.
Step 5: Put solutions into action—the action plan
Next is to itemize the actual steps to solve the issues.
An action plan developed this way will let you complete your tasks effectively and efficiently. It will also transform your elusive goal or strategy into a people-oriented solution.
Then create your resulting action plan. This should answer what, when, how, where, and who.
Step 6: Evaluate your process
Walk through each action’s process. Evaluating the process is the best strategy to determine if the goal and action plan effectively resolve the issue.
Sticking to a well-designed monitoring technique will assist you and your team in determining when the action plan requires revision.
Chapter Two: Action Plan Templates for Excel
Excel is an intuitive tool for creating an action plan template. We’ve compiled some free action plan templates for Excel below, which you can download, tweak, and use for your organization.
- Work action plan template

Click here to download the Work Action Plan Template
The work action plan template contains a list of actions you must complete to accomplish a simple project. In addition, it has sections documenting needed resources, possible difficulties, and results.
You can use your action plan to structure tactics and modest stages toward reaching long-term objectives.
- Corrective action plan template

The corrective action plan template lets you spell out the steps needed to deal with an issue disrupting your organization’s operations.
Businesses can streamline their procedures and remove errors when they use these templates. Corrective action can take numerous forms, including training, product redesigns, and other enhancements. This template enables users to make a cohesive action plan.
- Mentoring action plan template

A mentoring action plan template identifies the mentor and mentee relationship’s actions and goals. With this template, you’ll have the themes to focus on to help your mentee define their professional goals.
- Excel sales action plan template

The Excel sales action plan template helps you plan your sales targets using the built-in flexibility of an Excel spreadsheet. This sales plan template is segmented into 12 months and divided into product lines.
It includes columns for last year’s performance, current sales goals, and outcomes. It also lets you create a yearly sales strategy and compare statistics across products and over time.
- Maintenance action plan template

A maintenance action plan template is a document that outlines what must be done to keep assets in a facility in good working order. The information in the template will assist you in ensuring that an asset is used to its full potential. You can keep track of maintenance schedules using the estimated time column, and check and record accountability when the task is complete.
Chapter Three: Action Plan Templates for Word
Microsoft Word is one of the most straightforward tools for making an action plan template. It provides you with easy-to-use features to achieve an easy-to-read, comprehensive document.
Here are some free action plan templates for Word, which you can
download, tweak, and use for your organization.
- Project action plan template

The project action plan template provides you with a place to document the steps needed to finish a simple project or goal. In addition, it identifies the vital tasks you need to focus on to deliver your projects within timelines successfully.
- Blank action plan template

The blank action plan template outlines a series of stages or activities that must be done to complete the work or task correctly. It helps you keep track of task accomplishments and the money and equipment needed to execute the action.
- Sales action plan template

A sales action plan template outlines what you’ll do to meet your sales objectives, with an emphasis on the transactions and relationships you can build with clients.
Things included in this template are:
- Who your top customer segments are
- Your revenue target
- How to structure your teams for success
- Sample corrective action plan template

A sample corrective action plan template helps you lay out the process of prioritizing and correcting specific hazards or deficiencies in running your organization. In addition, it helps you to deal with any issue that may disrupt your workflow.
It has sections to streamline your work process while eliminating errors.
- Startup action plan template

This startup business plan template includes the essential elements you’ll need to pitch investors and stakeholders on your business idea and strategy.
An executive summary, a financial overview, a marketing plan, specifics on product or service offerings, and more are all included in the template.
- Personal development action plan template

The personal development action plan template provides you with an assessment for personal growth in the context of professional goals, education, relationship, or self-improvement. This is usually based on awareness, values, reflection, goal setting, and planning.
- Non-profit action plan template

A nonprofit action plan template outlines your organization’s current state and lays out a strategy for the next three to five years. It also details your objectives and plans for achieving your organizational goals.
You need to consistently update your charity business plan to reflect your changing goals and circumstances.
- Account action plan template

The account action plan template provides your sales team with practical and effective strategies for transforming major account relationships into long-term partnerships.
It serves as a tool for the sales team to plan and manage the account and keeps critical developments up to date for management. It’s also used to maintain control of the account’s performance.
- Basic action plan template

The basic action plan template contains sections to focus on when achieving your fundamental goals. It allows you to create action stages that you can prioritize and keep track of when completing your project while you measure progress and evaluate performance.
- Education action plan template

An education action plan template allows you to monitor the progress of a new educator through the set objectives toward a goal of achieving professional growth. Also, it provides instructional assistance and comprehensive assessment across educational boards.
- Sample action plan template

This sample action plan template allows you to manage your work and complete tasks on schedule. It provides you with information such as the purpose of your plan, instructions for using it, goals, and action items.
It also allows you to add the timeframe for completion, who is responsible, resources, potential hurdles, communication strategy, evaluation method, and so on.
- Simple action plan template

The simple action plan template allows you to keep track of the tasks that must be accomplished daily to achieve a larger goal. You can document your objectives, task list, success criteria, timeframe, and available resources. Each page has a label where you may enter information about your firm in addition to tables and images.
Chapter Four: Action Plan Templates for PDF
You can easily create your action plan templates in PDF format. We’ve compiled 20+ free action plan templates for PDF, which you can
- Recruitment action plan template

The recruitment action plan template helps you recruit potential partners for your company. It includes responsibilities for recruitment and appointment, and recruitment timing so that potential partners are tracked and approached on time.
- Team action plan template

The team action plan template includes sections for listing team members and keeping track of attendance at multiple planning sessions.
It also includes all of the necessary components for producing an effective action plan for a team with a straightforward layout that makes group work more accessible.
- Epilepsy action plan template

The epilepsy action plan template includes a section for healthcare providers and patients to collect data about the patient’s health.
This template encourages healthcare practitioners to use a shared decision-making approach that allows the person with epilepsy and their family to engage as partners in all healthcare decisions in a collaborative relationship.
- Emergency action plan template

The emergency action plan template outlines detailed procedures for dealing with any work-related situation that is likely to occur. An emergency action plan is a written strategy that specifies the proper response to several unforeseen emergencies.
This template makes it easy to create and share emergency action plans that include names and phone numbers for emergency personnel, utility company emergency contacts, and training plans.
- Business action plan template

A business action plan template lays out the needed resources to achieve a goal, creates a timeframe for completing specific activities, and determines the resources required to achieve the business’s aim.
This template has sections for recording required resources, future challenges, and ultimate outcomes. Successful completion of an action item may be the end outcome, or you might have discovered more actions needed during the process.
- Incident action plan template

The incident action plan template is a written document that outlines the incident objectives and the techniques used to manage them over the operating time.
It contains critical information on who to contact in an emergency, task assignments, resources, and safety requirements, based on the incident objectives.
- 90-day action plan template

A 90-day action plan template contains a framework for onboarding, acclimating, and educating new team members. It establishes expectations for what the person is expected to do in the first 90 days including learning and performance objectives.
A 90-day action plan template helps you set short- and long-term goals for new employees.
- Affirmative action plan template

An affirmative action plan template defines your company’s attempt to provide equitable employment opportunities and encourage employee progress regardless of gender, ethnicity, disability, or veteran status. Based on federal rules, affirmative action should be reviewed and updated at least once a year.
- Strategic action plan template

A strategic action plan template provides you with steps needed to achieve strategic actions. It allows you to mobilize the resources needed to carry out those activities to ensure timely task delivery.
- Housekeeping action plan template

The housekeeping action plan template shows how to recruit and train housekeeping staff. It delineates the goals and objectives for training as well as the training stages.
- Human resources action plan template

The human resource action plan template provides a continual process of systematic planning beforehand to ensure that the organization’s most important asset (quality employees) are used to their full potential.
Human resource planning ensures that employees and jobs are a good match while preventing labor shortages or surpluses.
- Church emergency action plan template

A church emergency action plan template is a document that provides answers to all questions of what, where, when, how, and who in a church emergency event.
The more detailed the plan is, the less valuable time will be lost in a calamity. In addition, this plan can provide information on a familiar gathering spot in an emergency, ensuring that no one is left behind.
- Physical fitness action plan template

The physical fitness action plan template allows you to complete the daily fitness routine. By completing the fitness action plan you reduce the chances of developing certain illnesses and diseases that may arise due to inactivity. Physical activity aids in the maintenance of healthy bones, muscles, joints, as well as weight management.
- Company emergency action plan template

The company emergency action plan template documents all the critical and significant information to create a solid emergency action plan. This template comes with various headers, sections, and fields that you can modify to suit your company’s specific needs.
- Discipline action plan template

A discipline action plan template contains the information necessary to maintain a company’s or organization’s standards of behavior. In the workplace, the purpose of discipline is to correct wrong behavior step-wise and document each step in the process.
A disciplinary action policy can shield you from legal implications while also preventing issues from impacting your staff and company.
- Diving emergency action plan template

The diving emergency action plan template provides explicit instructions to help uneducated witnesses contact emergency personnel and provide them with details about diving accidents.
In an emergency, processing too much information wastes time. So information that includes a scuba-specific emergency hotline, standard emergency numbers, and diving locations are essential.
- Personal mental health action plan template

The personal mental health action plan template makes personal health goals simpler for you, although planning personal health does take time and effort.
Still, the template emphasizes the significance of prevention while also recognizing the critical role of mental health in achieving health for all individuals.
- Early years action plan template

The preschool or early years action plan template allows you to create the school action plan for your children, making it easier for them to learn and grow.
As a teacher, you must establish an action plan for your students to benefit both the students and yourself.
- Library action plan template

The library planning action plan templates aid institutions in addressing broader shifts in how information is sought, accessed, and consumed so that students prepare ahead for success in an increasingly data- and knowledge-based world.
Higher education institutions can use library strategic planning to save money, control rising student fees, and meet accreditation requirements.
- Presentation action plan template

The presentation action plan template provides a blueprint to prepare slides or collections of slides that you can use for a meaningful presentation. It includes layouts, colors, fonts, effects, background styles, and content to guide your presentation.
- Gender action plan template

The gender action plan template contains a road map for gender activities that a company or organization has adopted.
Its goal is to make institutions’ operations more gender-responsive, transformative, effective, efficient, and successful by redressing existing gender disparities and redefining women’s and men’s gender roles and relationships through gender mainstreaming guidelines.
- Church mission action plan template

A church mission action plan template provides a hopeful and optimistic glimpse into the future. It’s the church’s inspiring, long-term plan for what they’ll be able to do, who they’ll help, and how they’ll be seen in the future.
- Wellness recovery action plan template

A wellness recovery action plan template is a framework that teaches how to make positive personal adjustments in your feelings and how you respond to life’s obstacles.
It is a self-designed preventive and wellness planning technique based on mutuality, self-determination, and the concept that resilience, recovery, and wellness have no bounds.
- Employee action plan template

An employee action plan template contains an incorporated performance planning process that maps out the steps an employee plans in order to achieve a particular goal or objective.
It provides a process that an organization must develop to identify and prioritize their actions and identify quick and simple changes to demonstrate to employees that it is committed to implementing an action plan in response to employee engagement feedback.
- Family emergency action plan template

The family emergency plan template is a valuable document that helps you identify each family member’s roles in an emergency and guides you and your family members to work together as a team in the event of a disaster.
It’s an essential aspect of any preparedness strategy and may help protect people’s lives, limbs, and property before, during, and after a disaster.
- Advertising action plan template

A marketing action plan template is a crucial tool that can assist your marketing department in determining the subsequent measures to take to improve the company’s marketing procedures.
It has both a marketing strategy and an action plan. The vision, goals, and target audience of your organization are defined in the strategic component of the design.
- Printable action plan template

The printable action plan template provides you with a solid reference point for gathering and printing actual copies of action plans without the need for any special software or device. In addition, it gives ease in writing on them and highlighting essential portions of relevant themes.
- Internal audit corrective action plan template

The internal audit corrective action plan template helps you adhere to the step-by-step instructions to conduct the financial inspection of your company. In addition, it allows you to determine cost-saving strategies and reveal spending deficiencies.
It is the state where you can discover the answer to your financial situation’s nonconformity. The strategy aims to avoid and regulate the recurrent problem. It addresses the issue at its source and reduces the likelihood of recurrence.
Chapter Five: Action Plan Templates for PowerPoint
PowerPoint helps you visualize your action plan. Here are some free and downloadable action plan templates for PowerPoint, which you can download, tweak, and use for your organization.
- Meeting minutes action plan template

The meeting minutes action plan template contains written notes taken during a meeting. They emphasize the essential subjects debated, motions made or voted on, and activities carried out.
You can use the meeting minute template to keep track of your project or company meetings. This easy-to-follow, step-by-step template for minutes contains a formatting style that everyone in the conference will appreciate.
- Task action plan template

A task action plan template is a document that outlines the steps necessary to achieve your goal. A solid action plan will specify all of the required procedures to attain your goal and assist in reaching your target efficiently by giving each stage in the process a start and end date. It also breaks down the goal into short, quantifiable activities, which might assist in achieving your objectives.
- Project planning timeline

A project planning timeline template encompasses the whole duration of your project, from beginning to end, and includes the dates of each deliverable and project milestone in chronological sequence. It allows the project manager to see all the tasks in one spot, making planning easy.
Chapter Six: Action Plan Templates for Google Docs
Google Docs helps you create action plan templates for your business
from scratch. Here are some editable and downloadable action plan
templates for Google Docs, which you can download, tweak, and use for
your organization.
- Retention action plan template

The employee retention action plan template contains an easy-to-edit format to assist with adjustments to the employer-employee contract. Using retention action plan templates makes it easy to keep your valuable human resources team .
Some of the standard components of the retention action plan include survey and exit interview analyses, the employer’s strengths and weaknesses, the retention plan’s purpose, and finally, the exact measures to be implemented.
- Reading action plan template

The reading action plan template outlines the steps you’ll take to reach your reading objective. This involves the reading exercise, rewriting the learned concepts through the recall process, and taking meaningful notes. Maybe you need to ace an exam or teach an idea to others; the reading action plan template is a tool to achieve reading success.
- One-page action plan template

A one-page action plan template allows every organization, particularly new start-ups, to quickly develop new versions of their business plan to keep track of the most recent assumptions and strategy changes.
Sequential planning is essential when you’re starting your business plan. List your original assumptions, and then try to validate the assumptions. Most of your premises will be incorrect, and you will need to shift course.
- Employee engagement survey action plan template

As the name implies, an employee engagement action plan template provides a strategy that necessitates deliberate action. The goal of an employee engagement action plan is to help your team members become more engaged, have a better working environment, and increase staff retention.
An employee engagement action plan is an essential process that organizations should go through to determine the activities to improve the organization’s structure. However, you must demonstrate the changes to your staff through employee feedback and meetings.
- Work action plan template

The work action plan template is a detailed work plan template that guides you in achieving success in your initiatives. The steps of the work plan, as well as critical data, are clearly described. The template also makes it easier to focus on the most vital issues like:
- What resources are available?
- What resources are required?
- What are the points of resistance you must address?
- What is your strategy for each step’s communication?
- Change management action plan template

A change management action plan template can assist you in document management including tracking document owners and responsible parties.
You’ll need a change management strategy to thrive in business. During the control and execution stage of your change management plan, this template describes all of your duties in managing and controlling change.
- Company action plan template

The company action plan template sets out every piece of a standard business plan to help you develop your own. It includes space for companies seeking investment to add finance information.
- Personal action plan template

If you want to achieve your goals systematically, use the personal action plan template. A personal action plan template can influence you to achieve more productive and efficient results.
- Sales and marketing action plan template

The sales and marketing action plan template outlines how you intend to attract, engage, and convert prospects into paying customers. The template directs marketing and sales in their day-to-day actions, assisting them in defining agreed goals, and strategies for achieving them.
- Compliance corrective action plan template

Compliance corrective action plan template includes compliance action plans to ensure that your organization and staff follow the standards you’ve set for a work environment, as well as the standards set by local and national governments.
The contents, such as actions and tasks, must be as precise as possible so that your team members understand what needs to be done right away.
- Easy action plan template

An easy action plan template consists of a list of actions or tasks that must be accomplished to achieve the goals you’ve set. This easy action plan template will guide you to get through the disorderly situation and help you reach your goals faster.
- Stay interview action plan template

A stay interview action plan template includes a planned conversation that a leader has with each employee to understand the precise steps that must be taken to improve the organization’s engagement and retention.
- Rescue diver emergency action plan template

The rescue diver emergency action plan template provides potential diving accident victims the aid and guidance to help themselves and assist rescuers during response.
- 100-day action plan template

A 100-day action plan template provides you with a structure to onboard, accommodate, and educate new team members. It outlines expectations for what the person should do in the first 100 days, including learning and performance goals.
- 30-day action plan template

A 30-day action plan template provides you with a structure for figuring out how to onboard and educate new team members . In addition, it defines expectations for the individual in the first 30, 60, and 90 days as they learn to manage social media.
- Case management action plan template

A case management action plan template allows case managers to record, plan and execute case actions. It includes the overall administration of cases and ongoing monitoring and evaluation of service needs.
- First aid action plan template

The first aid action plan template assists you in dealing with a health crisis. Following it helps keep a person breathing, lessen their discomfort, or mitigate the effects of an accident or unexpected sickness before the ambulance comes.
You can take first aid training so you can recognize an emergency and provide basic first aid until expert help comes.
Below are some ways to make an action plan template.
How to Make an Action Plan in Word
Word is a popular commercial word processor created by Microsoft. It is included in the Microsoft Office productivity package and is available as a standalone application.
You can create an action plan on Microsoft Word.
Here is how to do so:
- Open your Microsoft Word application
Select a blank document on your Microsoft Word application home tab and click on create. This will create a new Word application for you.

- Insert table into the document
Next is to click on the “Insert” tab, then select “Insert Table.” Create a table of five columns and five rows.

- Type text into your table

Insert text headers: Action, Who, Due Date, Status, and Additional Action to your table.
Then, under each header, state the action you want to achieve, who’s responsible for achieving it, the due date for completing the action, its current status, and additional tasks or actions that may arise from that task.
Below is a video tutorial that walks you through how to do this:
How to Make an Action Plan in Excel
Excel is a spreadsheet tool available as a web, mobile, and desktop application. It’s perfect for creating an action plan and similar to Google Sheets.
This is the step-by-step process for creating an action plan in Excel.
- Open an Excel spreadsheet
Open your Microsoft Excel spreadsheet and click on the “New” tab. Then double click on a blank document or click on the “Create” tab.

- Select a portion of the sheet
Left-click, hold, and drag your cursor to the portion of the Excel spreadsheet that you want to use as your action plan.

- Give your area selection a border
After selecting, click on the icon as shown in the image below, then select “All Borders.” This will give the selected area a nice full border, making your selected area stand out from the entire spreadsheet.

As shown in the image below, type text in the headers of your table and label each as What, Who, When, Status and Comments.
Now you can fill in what your action is, who will be in charge of it, when the action should be completed, the status of the completion, and any needed comments.

This video tutorial below shows how to create an action plan on Microsoft Excel:
How to Create an Action Plan in Google Docs
Google Docs is a word processing tool that comes with Google’s free,
web-based Google Workspace suite. It’s perfect for creating an action plan template similar to Microsoft Word. Its sweet spot is that it allows you to share the document with your team easily.
This is the process for creating an action plan on Google Docs.
- Open Google Docs from Drive
Make sure that you log in to your Google accounts. Then, from Google applications, open Drive, then open Google Docs as shown in the image below.

- Title your action plan
Give your action plan a befitting title.

- Insert a table
Now click on Insert, then Table.

- Type in header text
After that, type in the header text and label each, as shown in the image below.

Below is a video tutorial on how to create and share action plan templates with your team:

Here are the answers to some frequently asked questions about action plan templates.
How do I make a simple action plan?
To make a simple action plan template, you need to:
- Determine your goals. State what you want to achieve with your action plan.
- Write down your objectives. It will be challenging to track what you want to achieve if you don’t write it down.
- Establish a deadline. Setting a deadline is the next step.
- Make a checklist. Create a list of your actions.
What is a good action plan template?
A good action plan template guides you to achieve your goals and objectives and evaluate your progress.
Is there an action plan app?
Yes, there are different action plan apps. Examples are the 90 Day Action Plan on Google Playstore, My Action Plan app on AppStore , and InPhase Assurance app.
You can also use SweetProcess iOS and Android apps as an action plan software to create and manage your company’s processes, procedures, and policies.
How effective are action plans?
Action plans are effective because they make your goals clearer. They also aid in forming consensus toward a goal and foster a sense of responsibility and accountability.
What is the main purpose of an action plan?
The main purpose of an action plan is to specify the resources you need to achieve your goals and provide a schedule for when you must perform certain activities.
How do I write a better action plan?
To write a better action plan, you should have a clear idea of what you want to achieve, then make the objectives quantifiable. After this, download the relevant templates specified in this article and tweak them to represent your required actions.

SweetProcess helps organizations document their company’s policies, procedures, and processes.
If you want your team members to achieve their goals on time and become more productive at work, you can use our software to do so.
Here are some companies who have leveraged the power of our software to manage their employees effectively and efficiently in one place.
Spark Marketer is a marketing agency for small- and medium-sized local businesses that want to leverage digital marketing to grow their businesses. Its dedicated team works closely with companies to navigate the digital space and achieve measurable results.
The Nashville-based company has a track record of success working with chimney businesses in the home services space. It is committed to offering its clientele a custom experience and more than essential online services. They also create marketing campaigns focused on the unique attributes of each business to generate continuous income.
One of the biggest problems Spark Marketer faced was a lack of documentation. As a result, employees depended on tribal knowledge to get things done, which resulted in disorganization in the workplace.
“When you’re doing work to a standard, then you can measure against that standard. Before, we would have these nebulous conversations when we had to let someone go: ‘Well, we don’t feel like you’re doing the job well.’ ‘Show me where I wasn’t doing it well, and I’ll change.’ This is horrible to admit now. I’m almost ashamed to say it but you know, there was no objectivity,” said Carter Harkins, co-founder of Spark Marketer.
Then they adopted SweetProcess to foster growth . Carter and his partner were introduced to SOPs by a business consultant, and they gave it a shot using Google Docs. However, they soon began to see the importance of documentation, and as their business began to grow, they realized that Google Docs was insufficient to sustain their growth.
Carter said, “Growth causes you to think differently. You start realizing what got us to this point will not get us to where we want to go, so it’s time to shift gears. It’s time to look for efficiencies, so I started looking for systems that would help us document our processes more easily and more uniformly, and I just literally went out and started scouring the web.”
How SweetProcess Changed the Game at Spark Marketer
SweetProcess has a reputation as a results-oriented software. Like many businesses, the team at Spark Marketer has been enjoying the benefits of the system. Carter provides more details of how the software has improved operations at his organization.
1. Simplified process documentation
Capturing the right amount of information makes the difference in business process documentation . On the other hand, your processes may not be of much help if they are overly detailed and clustered—this is often the case when you use manual tools such as Google Docs for your documentation.
“In a Google Doc format, you’re grabbing an entire section of text and moving it up above and just trying to organize things, but with SweetProcess, it’s super simple to break things out into new tasks and reorder them so that everything flows in a much more natural way.
2. Decentralized knowledge base
Documenting business processes goes beyond writing a bunch of information. There is a need to sieve out relevant information from the shaft and make it easily accessible by team members using a knowledge base software .
“The ability to group things into procedural or process-based groupings has been a real change for us. For example, in Google Docs, it was just turned into one folder that was shared with everybody, and nobody knew exactly how to find what they needed.”
All that time spent by employees looking for specific information for their tasks could be used better, and SweetProcess made that possible.
“SweetProcess not only standardized the format but made it easy to create the teams that we needed so that you only see the processes that you need to see, which makes it so much easier for people to go find what they need.”
Another company, Zen Media , is a public relations (PR) firm specializing in the tech niche. Established in 2009, the Dallas-based organization captures key moments in a brand’s life and turns those moments into the talk of the town. Plus, they have a track record of offering results-driven PR services to B2B and B2C brands worldwide.
The new generation PR agency gives brands their desired level of exposure and ensures that this translates into money. It uses various techniques to measure the performance of its PR campaigns to understand their efficiency and round up the numbers.
When Stephanie Chavez resumed her role as the company’s chief marketing officer, she found out that they had a series of great products that catered to their client’s needs but lacked operational structure underneath this excellent performance.
“We were always producing great products and doing a great job for our clients; that wasn’t debatable. What was debatable was the ‘how can we streamline?’ and so that was one of the first things that I noticed,” Stephanie said.
In the absence of a central knowledge base , employees relied on tribal knowledge to get by. Little could be done when the people who knew how to perform specific tasks were indisposed, holding the organization hostage.
“What happens if one of the employees is out or sick? Every client is a little bit different—the way we research their content topics and their hashtags and whatnot, they are all different,” she said.
Having noticed the structural gap in the organization, Stephanie was keen on finding the right system to resolve the problem. She found her answer when she attended a marketing class organized by a friend on LinkedIn. He recommended SweetProcess as an effective tool for streamlining business operations , and she checked it out.
“Anthony talked about SweetProcess, and I thought, well, I’m going to check that out, and it’s been really wonderful. I have each department go through it, and we have a list of all the things that they do that are repeatable each month so that I can make sure, ‘Hey, what did you put in this month? Let’s run through it and make sure it makes sense to everyone.’”
How SweetProcess Raised the Bar at Zen Media
Read on to see exactly how SweetProcess facilitated the growth at Zen Media.
1. Employee onboarding and training
Hiring more employees is necessary as a business grows, but it is a challenge for many organizations to bring new hires up to speed with the processes and procedures in place. The team at Zen Media now enjoys a seamless onboarding process thanks to SweetProcess. Rather than going through a rigorous onboarding process, they direct new employees to the standard operating procedures in the system to get all the information they need about their duties.
“When we hire new interns or employees, I send them to a whole bunch of the SweetProcess steps that we have, and I just send in the email, link it, and say watch all these, go through these processes, and that’s the very first onboarding process.”
Employee training on SweetProcess is not a one-off. New and established team members can always go back to the system if they doubt any process or procedure.
2. Quality control and assurance
Achieving desired results at the workplace is more feasible when team members operate on the same level and produce consistent results. Beyond creating uniformity in organizational output, quality assurance helps win customer trust and loyalty as the customers are sure to get great results repeatedly. SweetProcess has helped the company work consistently as a team rather than individually.
“It helps from a consistency perspective because everyone might be doing something a little bit differently, and I think it’s really hard to scale. Think about McDonald’s: if everyone in every franchise were making their hamburgers a little bit different, it wouldn’t be McDonald’s because you couldn’t expect the same thing every time. So by having everyone on the same page with SweetProcess, they can have a more efficient and predictable result.”
Want to improve efficiency in your team?
Sign up for a 14-day free trial of SweetProcess today to create
and manage action plans at your organization. The best part? You do not need to add your credit card details to use the software for free.
An action plan helps you to achieve your goals. It transforms your vision into attainable results that boost your company’s growth. It also assists you in staying focused and success hungry.
In this post, you’ve learned what action templates are and why you must use them to speed up your workflow instead of creating from scratch.
We also showed you 65 free action plan templates which you can download, tweak, and use for your organization.
Want to choose the action plan templates that are best to use for your
company?
Click here to download the templates relevant to your industry , and get ahead of thousands of other businesses who have to build them from scratch.

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How To Present An Action Plan?

We all desire to achieve success in our life. Everyone has ideas about how to enhance their personal or professional life and live in a way that will bring them the most wealth and happiness. However, until you act on that vision, your ideas will remain just thoughts.
It is critical to take action at the proper time in order to realize your ambitions and make them a reality. Taking action without a strategy, on the other hand, is a formula for catastrophe. Only until you’ve drawn out a clear plan, weighed all of the advantages and drawbacks, and braced yourself for hurdles can you go forward with your vision.
This is when an action plan comes into play. An action plan assists you in realizing your ambitions and gives a clear pathway to accomplishment. Let us first define what an action plan is, and then we will move on to how to present an action plan to your audience.
What is an Action Plan?
An action plan is simply documentation or a checklist that outlines the steps or tasks that must be completed in order to attain the goals that have been defined. As part of strategic planning, an action plan is critical in project management because it enables teams to collaborate and communicate effectively while also completing a project from start to end.
A great action plan includes all of the actions necessary to achieve the objective and assists you in completing it efficiently and on time. Depending on your needs, you can create an action plan for a single or numerous goals.
While setting a goal helps you see where you want to go, an action plan sets things in motion.
A comprehensive plan for achieving goals provides necessary guidelines for what to do next, milestones to achieve, and defines ultimate success. This makes it simpler to see how far you’ve progressed and how much work remains until you accomplish a goal.
It is essential to develop an action plan early in the goal setting and planning process. It outlines the measures to be taken that will lead to completion.
Key Elements Of An Action Plan
An action plan guarantees that everything you need to accomplish your goals is outlined, making it easy to track progress and allocate responsibilities. However, an action plan can be flexible, which means you and your team can always go back and rearrange things if new information comes to light.
Some key elements of an action plan include:
- Succinct Summary Of The Goal To Be Achieved
- List Of Tasks Leading Up To The Goal
- Resources Required
- Timelines For Avoiding Last Minute Hassle
- Mapping Your Progress And Success
1. Succinct Summary Of The Goal To Be Achieved
The first key element of an action plan is settling on a specific objective complying with SMART guidelines. This is a framework that helps align creative ideas of a goal into a realistic purpose.
The SMART framework’s letters stand for:
Specific: A good objective should be specific and clear. Don’t set a broad goal, but if you actually have such kind of a goal, try to break it down into smaller and more specific goals.
Measurable: The goal you select to pursue should be measurable. This allows you to track your progress and improvement along the way.
Attainable: Never set a far enough goal to achieve in your timeline or at your skill level. While ambition is good quality, it must be balanced with realities. Evaluate your circumstances and focus your efforts on an attainable objective.
Relevant: SMART objectives should be related to the overall outcome you want to attain. Make sure your objectives in a professional context are related to your long-term career plans – and vice versa for personal goals.
Timeframe: The final component of a SMART goal is providing a timeframe during which you will accomplish the end goal. Setting a deadline keeps your mind focused on completing tasks by the deadline.
The SMART system operates overall. A goal that lacks one or more framework components has a decreased chance of success.
2. List Of Tasks Leading Up To The Goal
After you’ve defined a SMART objective, start planning the actions you’ll take to achieve it. Making a list of these tasks is the best method to do this.
Break down long-term goals into smaller objectives if there are many steps to complete before they can be accomplished. Instructions for completing these larger steps that lead to the end goal should be included. This makes a lengthy procedure more manageable and uncomplicated.
3. Resources Required
Before you start, make sure you have all of the resources you need to complete the tasks. And, if they are not currently available, you must first devise a strategy for acquiring them.
This should include your budget as well. If there are any costs associated with each task, you can designate a column in your action plan to record them.
4. Timelines For Avoiding Last Minute Hassle
A timeline is a criterion for whether a goal meets SMART standards, as well as a requirement for drafting an action plan. A timeline should include a sequence of deadlines in addition to the final date by which you want to complete your goal.
Consider a realistic completion date for each task when defining the steps to your action plan. Some aspects of a project require only a few weeks of attention, while others require months.
5. Milestones
During the writing phase of an action plan, define the project’s milestones. Incorporating milestones into an action plan’s timeline boosts motivation and offers you a solid understanding of where you are.
6. Mapping Your Progress And Success
The final step in the process is to adhere to the strategic plan you’ve mapped out for success. The effort you put into planning is recognized by completing the work you’ve planned. Begin working on the created schedule right now.
Track your progress as you progress toward achieving a goal. This can be accomplished by scheduling a team meeting at work or just performing some self-reflection for personal objectives. If anything has to be modified or isn’t going as planned, progress tracking will notify you.
Examining how efficient you’ve been is part of monitoring the progress of your action plan. Check-in at each milestone or at the completion of each deadline to assess your progress on the task.
Best Practices For Presenting An Action Plan
It is a common task in all types of organizations to present an action plan to an audience. Someone must approve the initiative in order for it to be funded or for the team’s efforts to be approved. People must also be informed about the action plan in order to comprehend its scope and how they will be participating, or whether any of the scheduled tasks will have any impact on them.
The presenter must clearly express the action plan’s objectives, state the high-level activities required, and be able to communicate which facts were evaluated during the planning process. Decisions made to achieve the strategy are equally significant because they condense the reasons behind the plan.
Let’s talk about some of the best practices for presenting an action plan:
- Communicate Effectively
- Correct Allocation Of Resources
- Forecast Challenges
1. Communicate Effectively
Once you have created an action plan, then it becomes necessary for you to explain the same to your audience in such a way that they understand it clearly.
An action plan enables your team to stay on top of work while also coordinating and communicating requirements to all stakeholders.
Deliverables, deadlines, responsibilities, task ownership, and budget are all important aspects of any project that must be correctly communicated in order for the project to be completed successfully. An action plan enables you to achieve all of this and more.
Communication gaps can lead to misunderstandings, and they can even end up in project failure.
2. Correct Allocation Of Resources
When a project fails, it not only wastes a lot of time but is also quite expensive for the organization. According to a recent Project Management Institute analysis, worldwide firms spend an average of $122 million for every $1 billion spent on projects owing to poor project performance. That is a large sum of money!
This is why an action plan is required since it helps teams to examine all of the difficulties and resource allocation prior to the project’s beginning. It’s a great opportunity to brainstorm new ideas and assign resources to guarantee a seamless project execution.
While presenting an action plan, you must ensure that you discuss the resources that you have allocated for the project with your team and consider their inputs as well.
3. Forecast Challenges
It is just as crucial to plan for failure as it is to plan for success. An action plan helps you to foresee project-related obstacles, limitations, potential bottlenecks, and so on. Not everything will go as planned, and that’s okay. You just need to be prepared for any potential challenges and have a strategy in place on how to deal with them.
Therefore, when you present your action plan in front of your team, you must make them aware of the challenges that they might face while executing it. It will ultimately make them completely prepared for what they might be facing while working and enable them to tackle it in a better way.
Few Examples Of Action Plan Templates

Source: Action Plan by SlideUpLift

Source: Business Performance Action Plan by SlideUpLift

The Bottom Line
By leading you and your team to success, an action plan can cut your effort in half. Action plans, once developed, track tasks on their own while guiding the team through every challenge and holding them accountable. Action plans also convey goals to internal and external stakeholders, ensuring that the entire process is transparent.
A well-thought-out action plan is your ticket to a less stressful project. Setting attainable objectives early on improves not just your time management but also your mindset. It’s far preferable to begin a project with a strategy for completion than with vague resolutions or a mission statement that lacks an equally compelling vision for the process.
Now you don’t have to scour the web to find out the right templates. Download our PowerPoint Templates from within PowerPoint. See how ?

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Action Plan

Download and customize this and 500+ other business templates
How do you quickly accomplish your top goals? You need an action plan. A lack of execution can cost CEOs their jobs. In 2000 alone, over 40 CEOs from the top 200 companies on the Fortune 500 list were removed by their board because they could not execute what they had committed to do. 20% of the top business leaders in America lost their jobs only because they failed to master the art of execution.
Below, we share some of the top advice to build an action plan, the importance of action plans, how you can jumpstart your business with your own action plan, and how to use a fully customizable Action Plan we created to get started. If you want to go straight to the resource, scroll below to the explainer section.
Top action plan advice
Why do so many plans fail? Bill Gates notes that people often confuse "mission", which is directional, with "objectives", which are a set of concrete steps they actually engage in. He said, "Having a good mission is not enough. You need a concrete objective, and you need to know how you're going to get there." Action Plans do just that: they help employees focus on the bigger mission, but they also provide a set of concrete, specific goals for them to succeed.
However, the best-laid plans are often the simplest. Jason Fried and David Heinemeier Hannson, founders of software company 37signals, use a thick marker when they brainstorm ideas and objectives because it limits room and forces them to keep it simple. Employees need a small number of simple priorities to execute well. Without carefully thought-out priorities, people can get caught up in endless conflicts. Your plan of action is created through hundreds of everyday decisions about how you spend your time, energy, money, and attention. Unless you manage priorities mindfully, your time and energy will be consumed in firefighting only the most urgent priorities.
The importance of action plans
An action plan is an overview of the goals you've set for your business and the specific actions you will take to achieve them. It can simplify complex programs and projects and help you manage your time effectively and be more productive in pursuit of those goals. Action plans ensure people understand organizational priorities, assign tasks, follow up, and promote and reward people who execute.
Flawed goal-setting can lead to disastrous consequences. For example, Wells Fargo's ruthless one-dimensional focus on sales targets led to branch managers feeling pressured to open millions of fraudulent accounts. The consumer banking scandal that followed may have damaged the Wells Fargo brand beyond repair. Every company should have clear, achievable goals , and also clear ways to measure the success of those goals.
Intuit Chief Information Officer Atticus Tysen says the key for Intuit to succeed was for all success metrics to be visible throughout the company. For those working outside headquarters, visible metrics ended the mystery of what was happening back at HQ, making the company more cohesive.
Your action plan for improving your career or personal life can be framed as a resource allocation problem. You have limited time, energy, wealth and talent to grow, and people ask for your time and energy every day. To make sure you are headed in the direction you want, watch where your resources flow. If they don't support your bigger mission, it means you are not implementing your strategy at all. Human brains are hardwired to appreciate challenges but to avoid those that are too difficult. This means that people will get bored of tasks that are too easy and give up on tasks that are too hard. Therefore, it's optimal to form plans based on tasks in the "Goldilocks zone" of difficulty that is just manageable. To make the process enjoyable and repeatable, assign a balanced mix of low-effort and high-effort tasks.
Build your own action plan
So how can you set goals to help manage time and communicate plans to your employees effectively? Develop an action plan that's unique to your business and adaptable to changing conditions. Our Action Plan collection, which you can download and customize for any industry, provides detailed slides with the top Action Plan tools, such as the FMEA Action Priority, Improvement Action Plan, Action Priority Matrix, SMART Action Plan Tree Diagram, and more. Check out the explainer below to learn more.
Tool highlights
Action plan.
The collection starts with a detailed action plan that includes action items with their assigned owner and priority level. On the left, write a description of the action items and give them each a LMH (low, medium, or high) action priority level. This is useful to delegate tasks across an entire team or company. To make it personal, simply delete the "Owner" column. The status column is used to check in on the progression of each action item and prioritize what needs more attention. (Slide 3)
FMEA action priority
The FMEA framework, also known as Failure Mode Effects Analysis, is another way to prioritize action items based on problems that need to be solved. It takes into account the impact, severity, and likelihood of risks. Classify and prioritize failures and their impact to structure action plans according to the highest-risk factors. AP stands for the Action Priority level, while RPN stands for the Risk Priority Number. Use these columns to measure the impact of each problem that needs to be resolved. Additionally, teams can use this tool to identify the causes of failures to avoid them in the future. (Slide 13)
Action priority matrix
The Action Priority Matrix lays out tasks according to their effort level. Tasks that can be done with low effort can still have a substantial impact on outcomes. Therefore, try to prioritize low-effort and high-impact actions first. Try to avoid the lower right, which is high-effort and low-impact tasks. The table on the right lists each of these tasks, and users can choose to complete either one first. (Slide 16)
Improvement action plan
Instead of a list of specific actions, the Improvement Action Plan zooms out to see expected outcomes. List issues at the top, and activities to improve them below. Divide improvement activities into now, next, or soon depending on their priority level. Include the resources that will be needed to make the improvements happen and reach desired outcomes. (Slide 23)
Smart action plan tree diagram
The SMART diagram sets clear goals. Every goal should be Specific, Measurable, Attainable, Realistic, and Timely. Goals are the foundation of any action plan, so it's important to make sure they aren't too abstract, and that there are specific indicators to help you achieve your target. The diagram becomes more specific from left to right, asking clear questions about the goal that are solidified on the right side. (Slide 25)
Save time and hours of work
To develop an effective, goal-oriented action plan for your business, download and customize this presentation to save time and hours of work as you map out your next move to reach your goals. For more like this, check out our explainer on Strategic Roadmap to learn how to generate achievable goals true to your company's vision and save hours of work with our fully customizable presentation template.
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Tesla stock down as investor day falls short on specifics

- Tesla CEO Elon Musk took the stage to present his "Master Plan Part 3" for the company at its 2023 investor day in Austin, Texas.
- The company's manufacturing leader, Tom Zhu, revealed that Tesla had produced 4 million cars as of Wednesday.
- The presentation was long on vision and a review of prior achievements, but short on specifics about any new Tesla products or services.
In this article

Electric vehicle maker Tesla hosted a 2023 investor day presentation in Austin, Texas, on Wednesday. CEO Elon Musk took the stage to share his "Master Plan 3," and to discuss how Tesla plans to scale up in the face of increasing competition.
The presentation was long on vision, and included a review of prior achievements, but short on specifics about any new Tesla products or services.
Near the beginning of the presentation, Musk said: "There is a clear path to a sustainable-energy Earth. It doesn't require destroying natural habitats. It doesn't require us to be austere and stop using electricity and be in the cold or anything." He added, "In fact, you could support a civilization much bigger than Earth, much more than the 8 billion humans could actually be supported sustainably on Earth."
Musk was initially joined on stage by Drew Baglino, senior vice president of powertrain and energy engineering at Tesla. They discussed a future in which the company would play a role in "re-powering the grid with renewable fuels" as they ramp up battery production, both for Tesla's electric vehicles and for the company's utility-scale energy storage systems.
Tesla's goal is to produce 20 million electric vehicles per year by 2030, executives reiterated. The company reported full-year deliveries of around 1.31 million vehicles in 2022.

During a question-and-answer session following the three-hour presentation, executives fielded a question about how Tesla could grow its market share in China.
Elon Musk passed the question to Tom Zhu, who is heading up global production and has run the China and APAC businesses for Tesla for years. "As long as you offer a product with value at affordable price you don't have to worry about demand," Zhu said. "We try everything to cut costs," he added, "and pass down that value to our customers."
Musk then added, "Demand is a function of affordability not desire." He said, "Even small changes in the price have a big effect on demand."
Zhu also announced that as of Wednesday, Tesla had produced 4 million cars in total.
"It took us 12 years to build the first million, and about 18 months to the second million. The third million, 11 months. Then less than seven months to build the 4 millionth," Zhu said, touting the company's improving operational efficiency.
He said Tesla plans to construct new car and battery cell factories, and also to produce more cars per year at its existing factories.
Tesla charging leader Rebecca Tinucci said that in 2022 the company provided 9 terawatt hours across charging methods, including home charging including 40,000 Superchargers. (By way of comparison, the entire U.S. consumes about 4,000 terawatt hours of electricity per year.) Tinucci also noted that about half of the company's Superchargers in the EU are open to other vehicles, and that the company just opened 10 Superchargers in the U.S. to non-Teslas.
Read more about electric vehicles from CNBC Pro
Here's what every major analyst thought of Tesla's investor day
Top auto analyst Jonas stays bullish on Tesla, says investor day showed competition can't keep up
JPMorgan downgrades electric vehicle stock Nio, says expectations are too high
Tesla design leader Franz von Holzhausen and the company's vice president of vehicle engineering, Lars Moravy, took the stage to show off a number of planned manufacturing changes meant to improve the efficiency of Tesla vehicle production. But von Holzhausen said that Tesla would not yet reveal its "next gen" vehicle.
The company's powertrain vice president, Colin Campbell, said that Tesla's next powertrain factory will be 50% smaller than the one in Austin but will have the same capacity. He also said the company is working on a new kind of drive unit that is compatible with any battery cell type, and a motor that will be built without any rare earth metals.
Ahead of the 2023 investor day, at a news conference on Tuesday, Mexico's president, Andres Manuel Lopez Obrador, said Tesla had agreed to build a large factory in Monterrey, Mexico . He said the company agreed to use recycled water and take other initiatives to cope with water scarcity in the region.
Musk confirmed the factory plans on Wednesday, and said production there would supplement, rather than replace, any manufacturing at other Tesla facilities.
Tesla shares have rebounded from declines during 2022, and are up more than 60% for the year so far. However, the stock dropped 1.43% on Wednesday before the event, and 5% after-hours.
Mizuho Securities analysts maintained a buy rating on shares of Tesla ahead of investor day, seeing the company in a leadership position in a growing market for fully electric vehicles. They wrote in a note earlier this week, "Near-term, we see continued strength in TSLA's market share, but see cheaper competitor EVs coming to market as potentially dilutive to TSLA's share of the US EV market."
Currently, the lowest-priced Tesla available is the Model 3 sedan, which starts at a price point of around $43,000, they wrote. Seven models from other automakers are currently priced below that, Mizhuo noted.
Musk's ambitious "Master Plan, Part Deux " was published in 2016, and has not been completely fulfilled. It included four main objectives:
- "Create stunning solar roofs with seamlessly integrated battery storage"
- "Expand the electric vehicle product line to address all major segments"
- "Develop a self-driving capability that is 10X safer than manual via massive fleet learning"
- "Enable your car to make money for you when you aren't using it" .
— CNBC's Michael Bloom contributed to this report.

IMAGES
VIDEO
COMMENTS
The Action Plan presentation will need to focus on two areas, purpose and activities. Purpose To resonate with the audience, it is essential to inform how the action plan will help achieve goals that have a purpose. The message should be crafted in a way that connects with the audience and triggers interest. Empathy is crucial.
Presenting action plan powerpoint ideas. This is a action plan powerpoint ideas. This is a five stage process. The stages in this process are objectives, task, success criteria, time frame, time frame. Download this presentation Want a Custom Designed Slide or PPT? Check our Presentation Design Services Customer Reviews Rating: 2 Customer Reviews
Building An Actionable Sales Plan Powerpoint Presentation Slides Ideally designed to cater the needs of a sales manager, sales strategy planners, sales executives, sales director, operation managers etc. Complete ready to use deck having 61 presentation slides. Adequate space to introduce text, titles and subtitles.
Creating a visual representation of the action plan is the best way to engage your team so that everyone knows the plan well. But designing an action plan from scratch is not an easy task. Visme is there to help you design the action plan without stressing yourself out for the design part. Follow the steps below to visualize your action plan.
An action plan guarantees a well-organized objective. You need this plan to stay on track and manage the progress of the project or goal. 1. Provides Motivation and Eliminates Procrastination An action plan is simply a to-do list that one checks till a task or goal is accomplished.
Create an action plan to help you achieve your goal by following these five steps: Set SMART goals. Create a list of actions. Set a timeline. Designate resources. Monitor the progress. 1. Set SMART goals Image description Before you start writing your action plan, consider using the SMART outline to set the right goal. Your goal should be:
The fundamentals to getting an action plan together for any project follow these four project planning basic steps: 1. Define your Project Goals There's a difference between project goals and project objectives. Project goals refer to the high-level goals that the project will achieve.
An Action Plan Template will help you to materialize your ideas and move from paper to reality. Through the Business Action Plan Template, you can recognize which tasks are necessary to achieve your objectives, prioritize each one of them and delegate effectively with your work team.
Here's how to write an action plan explained in 6 easy steps. Step 1: Define your end goal If you are not clear about what you want to do and what you want to achieve, you are setting yourself up for failure. Planning a new initiative? Start by defining where you are and where you want to be. Solving a problem?
Read: 8 steps to create a contingency plan to prevent business risks Action plan vs. project plan. A project plan is a bit more complicated than an action plan. Project plans are blueprints of the key elements your team needs to accomplish to successfully achieve your project goals.
1. Prepare the tag shape diagram by combining 3 basic PowerPoint shapes. 2. Distribute the content under the correct tags. Remember to always align bullet points to the left. 3. Add the headers and some joining elements, e.g. a background line. 4. Add symbolic icons and a color code. Resource: Visual 30-60-90 Day Action Plan PowerPoint Template
This action plan template can be used as a supporting tool to reach the goals in a business or marketing plan. The goal is clearly stated at the top of the template followed by action steps below. This template provides sections to record necessary resources, potential challenges and final results.
An ideal action plan helps you with resource allocation, timelines, growth objectives, module management, project management, and so on. There could be different kinds of business action plans based on domains and objectives. Using action plan templates can help you approach a new or existing project and clarify how to tackle the project.
This strategic action plan ppt powerpoint presentation complete with slides acts as backup support for your ideas, vision, thoughts, etc. Use it to present a thorough understanding of the topic. This PPT slideshow can be utilized for both in-house and outside presentations depending upon your needs and business demands.
The Action Plan Slide Template for PowerPoint is a simple design to present a group of functions and the actions required to complete them. The user can show the necessary TODO's in a snapshot, and it explains all the required details concisely. The structure of this slide is based on a simple table.
Action plan 1 of 17 Action plan Aug. 13, 2013 • 5 likes • 7,084 views Download Now Download to read offline Technology Real Estate Calling for systematic and methodical approaches while requiring attentions and interventions. A sense of urgency to draw out measures once observations are over.
Open an Excel spreadsheet. Open your Microsoft Excel spreadsheet and click on the "New" tab. Then double click on a blank document or click on the "Create" tab. Select a portion of the sheet. Left-click, hold, and drag your cursor to the portion of the Excel spreadsheet that you want to use as your action plan.
While presenting an action plan, you must ensure that you discuss the resources that you have allocated for the project with your team and consider their inputs as well. 3. Forecast Challenges It is just as crucial to plan for failure as it is to plan for success.
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An action plan is an overview of the goals you've set for your business and the specific actions you will take to achieve them. It can simplify complex programs and projects and help you manage your time effectively and be more productive in pursuit of those goals. Action plans ensure people understand organizational priorities, assign tasks ...
Electric vehicle maker Tesla hosted a 2023 investor day presentation in Austin, Texas, on Wednesday. CEO Elon Musk took the stage to share his "Master Plan 3," and to discuss how Tesla plans ...