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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
Chapter One: What is an Action Plan and Why Do You Need One?
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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
download, tweak, and use for your organization.
- Recruitment action plan template
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work Action Plan Template
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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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
Click here to download the Work 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.
Chapter Seven: How to Make an Action Plan on Excel, Word, and Google Docs
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.
- Type text into your table
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:
Chapter Eight: Action Plan Templates Frequently Asked Questions (FAQs)
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.
Chapter Nine: Create and Manage Your Action Plans Using SweetProcess
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.
Conclusion
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.
Get Your Free Systemization Checklist
5 Essential Steps To Getting a Task Out of Your Head and Into a System So
You Can Scale and Grow Your Business!
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.
Action Item Template for Excel
Download Action Item Template
Excel | Smartsheet
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
Excel | Smartsheet
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
Blueprint, action plan, roadmap—tomato, to-mah-to! 🍅
Whether you’re pursuing a professional goal, developing a product, or building a house, you always start with a detailed plan to guide your next steps.
But it’s a little easier said than done. 👀
Powerful project management software is the key to creating and overseeing comprehensive action plans. And choosing the right action plan template for your software is the key to saving time on this step-by-step process while making sure you cover all the bases! 🔑
Even simple projects and goals require organized action plans, and action plan templates provide the perfect framework to help you turn these plans into a reality! While there are tons of templates at your disposal, they each carry a unique set of features and value depending on the size of your team, project, or goal.
Instead of combing through pages and pages of search results, start here, with 10 of the best action plan templates for ClickUp, Excel, and Word. You can access each template directly from this blog, and did mention they’re all completely free? 💸
What is an Action Plan Template?
Your action plan is a detailed list of items that must happen in order to complete a project or reach a goal. You can make an action plan for virtually anything—and you probably already have!
Think of your action plan as a thorough list of every task included in a workflow or steps in a process. But what makes your action plan different than a simple to-do list is the amount of organization, information, and detail involved.
Your plan justifies the who, what, where, and when of your project and shows how each related task ties back to those ideas. This helps project managers streamline workflows and ensures that every action item is absolutely necessary.
Action plan templates take the “set up” out of setting up your roadmap. Your template may come in the form of a pre-built flowchart, list, document, or table where you can essentially plug and play your project’s information in the proper areas to guide your next steps in the process.
They’re excellent resources to have on hand for fleshing-out fresh ideas, during employee performance reviews when you’re planning professional growth, and so much more. Plus, action plan templates can be customized to more specific use cases and are designed to help you think more proactively and strategically about building processes.
What Features Make for a Good Action Plan Template?
What are the best features to look for in your next action plan template? In a nutshell, there’s a lot to keep in mind.
An action plan template helps you stay on top of your workflows and be more strategic about how you approach them. And since projects vary in complexity, industry, scope, and timelines, no two action plan templates will look or function the same. That’s why it’s so important to make sure you’re looking for the template that best suits your needs, rather than the one that’s just doing the most.
A good rule of thumb is to stick to these five qualities:
- Multiple views: The ability to choose the way you visualize and complete tasks will put the power back in your hands when it comes to structuring and executing your projects. Every team member works differently, and whether you’re a visual learner or prefer working from a list, multiple views make every person’s preference possible.
- Highly visual: Especially during brainstorming sessions and R&D, having the option to map out steps in a process is a major asset. Whether your team is using a digital whiteboard or mind map software, highly visual flowcharts and diagrams turn action planning into a more collaborative experience.
- Intuitive UI: Your template might have all the right features, but if the team can’t figure out how to use them, the value is gone! Make sure your action plan template is easy to navigate, customize, and edit.
- Collaborative and sharable: An action plan template can be for the entire team, not just the project manager. Everyone involved (including stakeholders) should have easy access to your template and the ability to add updates as needed.
- Tons of integrations: Integrations extend the functionality of your project management software and fill any feature gaps your template might have.
And that’s just to name a few! Your team or project might require a few other more specific features, but starting with these five will guarantee a powerful and useful business action plan template.
10 of the Best Free Action Plan Templates
Now that you’ve got the essentials down, it’s time to set your search in motion! Luckily, project management is kind of our thing. 🤓
We’ve done our homework to bring you 10 of the best project action plan templates for ClickUp, Excel, Word, and more. And the best part? You can download them directly from this blog without even spending a dime. 💰
1. ClickUp Action Plan Template
Taking the time to create a plan with actionable steps can provide invaluable structure for simple to complex projects!
The ClickUp Action Plan Template sets the stage to review action plans daily, weekly, monthly, and quarterly on a Whiteboard. This process will help make goal-setting easier by providing a simple way to structure the action items, determine deadlines and resources, and track progress toward your objectives.
If this is your first time using a digital whiteboard, no worries! The Getting Started guide inside this template will walk you through how to set up your canvas. 🎨
2. ClickUp Corrective Action Plan Template
A Corrective Action Plan (CAP) is a structured action plan outlining the steps needed to address problems and improve the performance of a role, process, or system.
With the ClickUp Corrective Action Plan Template, it’s easy to consolidate data and ideas so everything is in one place. The main elements of a CAP in this Whiteboard project action plan template are organized to shorten the time it takes from identifying a mistake to implementing a solution:
- Areas for Improvement: Identify the fields around your business operations or team performance that needs changes and attention
- Problems and Root Causes: Define the challenges, roadblocks, and supporting information of each to analyze and develop a solution
- Possible Solutions: Consider every factor involved in your corrective plan, and list down all the possible solutions to make a change for improvement
- Measure of Success: Define your success that’s measurable through key performance indicators or metrics that are applicable and beneficial to your team and overall operations
- Task Owners: Assign specific team members to every task
- Timeline: Allocate enough time to prepare for change and improvement as you go through this template
3. ClickUp Employee Engagement Action Plan Template
The ClickUp Employee Engagement Action Plan Template is a Doc packed with examples to increase employee satisfaction and engagement. It offers step-by-step instructions to get the most out of your template to measure progress on common HR goals:
- Business strategy
- People strategy
- Strategic priorities
- Communication plans
And that’s just the beginning! You can assign tasks directly in the Doc or connect your employee action plan template to tasks and share it with stakeholders. This reduces the number of feedback channels and shortens the time it takes to approve a plan or assign tasks to team members.
Pro tip: Use subpages to add training programs, reward systems, and other related activities to keep all your work in one place!
4. ClickUp Cybersecurity Action Plan Template
A Cybersecurity Action Plan is a written framework outlining the steps and resources required to improve security posture. TechTarget defines security posture as “an organization’s overall cybersecurity strength and how well it can predict, prevent and respond to ever-changing cyber threats.”
A comprehensive cybersecurity action plan starts with an assessment of an organization’s current security posture—analyzing existing policies, procedures, systems, and infrastructure in order to identify any gaps or areas of vulnerability.
Based on this assessment, actionable steps can be taken to improve technical and non-technical aspects of security like implementing new technologies, processes, and practices. ⚙️
The ClickUp Cybersecurity Action Plan Template is a beautifully-designed Doc for any Security team to quickly customize for audience impact and understanding. As you go through the action plan process, you can collaborate with your team in real-time or async!
Use this free template to easily protect your ClickUp Docs with the Privacy and Edit controls to prevent unwanted changes to the content of your Pages.
5. ClickUp SMART Action Plan Template
The ClickUp SMART Action Plan Template helps project managers break down complex tasks into more manageable steps while considering the barriers of time, resources, and expertise.
The acronym SMART stands for Specific, Measurable, Achievable, Relevant, and Timely. This template organizes each SMART goal category while providing helpful prompts for success! After you’ve filled out each category, highlight your text to create actionable tasks and assign a completion date.
From there, you can navigate between your Doc and tasks easily without opening more browser tabs.
Need to tweak or make mental notes on your action plan? There’s a section in this template just for that—the Follow Through section. Jot down the review date, key accomplishments, improvement areas, and support needed to keep track of all your work!
6. ClickUp Daily Action Plan Template
The ClickUp Daily Action Plan Template is a worthy rival to your coveted to-do list on your company-branded notepad.
A daily action plan is a blueprint for organizing and prioritizing tasks throughout the day. It helps us to stay focused and productive, while also helping us to better manage our time. The process involves creating a list of tasks that need to be accomplished each day, assigning a time frame for each task, and most importantly, committing to completing them within that time frame. ⏳
Individuals or teams will benefit from its organized layout and connected view of organizational goals. To begin, open the Getting Started guide within the project action plan template to make it your own so you can use it every day!
Discover more to-do list templates!
7. ClickUp Action Priority Matrix Whiteboard Template
An Action Priority Matrix is a visualization tool to help anyone assess and rank tasks based on how much effort is required and how important completing the task is for achieving the overall goal.
The action priority matrix typically includes four sections: action item/task, importance level, timeline, and completion status. This allows teams to easily rank action items by importance so they can make sure important tasks are completed first and within the allotted time frame.
Tasks with the potential to improve performance or mitigate risks should be given higher priority than those with no direct impact. Similarly, tasks with short-term deadlines should be treated as a higher priority than long-term goals in an action plan’s timeline.
The ClickUp Action Priority Matrix Whiteboard Template is perfect for project managers looking to optimize their action plans in order to improve performance over time. Teams can more easily identify which tasks need attention first while tracking progress along the way. The Getting Started guide in this template includes formatting tips and examples to get your Whiteboard action plan ready!
Check out more matrix templates and matrix structure examples.
8. ClickUp Management Action Plan Template
This ClickUp Management Action Plan Template is built to handle any project, but it’s especially helpful for larger or more complex situations. It provides a structured framework to explain your approaches while tracking progress!
The Doc comes with helpful tips and is organized by the following sections:
- Introduction to provide context on the problem
- Goals to list the plan’s success criteria and desired results
- Action Plan to detail specific tasks, projects, and team members
- Review and Approval to assign the responsible party
9. Microsoft Word Action Plan Template
This detailed work plan template in Microsoft Word gives you an organized space to document a clear planning process. To track progress on your team action plan template, consider using a project management platform (like ClickUp) so you can bridge the necessary resources!
10. Excel Action Plan Template
If you’re looking for free action plan templates in Microsoft Excel, we recommend this one! It comes with all the essential categories (Action Item, Rank, Priority, Owner, Assigned, Due, Done, Status, and Notes) to develop an effective action plan.
Listing team members might become an administrative burden as roles change or new hires come on board. (Try the No. 6 ClickUp Daily Action Plan Template to avoid this issue!)
You can also use this as a sales action plan template to keep track of budgets, progression, and sales employees. Using this as a sales action plan template could be a faster way to track your team’s work.
Explore other ClickUp action plan templates:
- Community Engagement Action Plan Template
- Real Estate Action Plan Template
- Fundraising Action Plan Template
- Construction Action Plan Template
- Outreach Action Plan Template
Turn Plans Into Action With a Template by ClickUp
Any of these 10 templates will start your project planning off on the right foot. But while they all share similarities, a select few stand out for their ease of use, customization abilities, power, and functionality…
Templates by ClickUp. 🙌🏼
ClickUp is more than your average project management tool—it’s the ultimate productivity platform and the only software powerful enough to centralize your work across apps into one collaborative hub.
In fact, ClickUp Whiteboards, Docs, and its 15+ unique project views are just a few of the reasons why teams across industries rely on ClickUp, and how it makes your action plans more valuable from start to finish.
Access the templates linked above and hundreds more from ClickUp’s Template Library, and tons of rich project management features across every pricing plan. Plus, ClickUp integrates with more than 1,000 other work tools to streamline processes even further.
Sign up for ClickUp today and watch your action plans come to life. 🏆
When you’re planning a project, you need a strategy to execute your plan. The action plan is that document. It outlines the action steps you need to do in order to accomplish your goals. Download your free action plan template for Excel and get on the road to success.
If you open the action plan template in ProjectManager instead, you’ll be able to manage your action plan with more than a spreadsheet. You can work in five different project views: Gantt, kanban board, task list, calendar and sheet. Plus, you can collaborate with your team in real time and track progress in the software with live dashboards and instant status reports. Get started for free with ProjectManager and build a better action plan.
What Is an Action Plan Template?
An action plan template is a tool that helps project managers visualize the steps to take for the successful completion of a project. Those action steps are further broken down into subtasks known as action items. ProjectManager’s action plan template for Excel helps you organize these elements on a spreadsheet.
A project action plan template is an important project planning tool because it also describes the team, time and resources needed to complete the project successfully. It includes a timeline that organizes tasks, their priority and the team members responsible for them.
Even though they have the same basic elements like goals, action steps, tasks and a timeline, there are several types of action plan templates such as business, strategic and corrective action plan templates. Our action plan Excel template can serve any of those purposes, and its spreadsheet can be easily adjusted to fit your needs.
Why Use an Action Plan Template?
The action plan template is a useful planning document because it provides a framework for thinking pragmatically about getting work done in an efficient and effective manner. Using an action plan helps one order the project action steps in a logical way and ensures that you don’t neglect critical tasks along the way. Action plan templates facilitate the project planning process because they include all the essential fields for an action plan.
It’d be nearly impossible to plan a project, large or small if you don’t write an action plan format that allows you to chart the time and resources needed to get the job done. An action plan tells you who is doing what, by when and with which resources.
Why Use an Action Plan Template?
The action plan template is a useful planning document because it provides a framework for thinking pragmatically about getting work done in an efficient and effective manner. Using an action plan helps one order the project action steps in a logical way and makes sure that you don’t neglect a critical task along the way. Action plan templates facilitate the project planning process because they include all the essential fields for an action plan.
When you finish filling in your action plan template, all the goals, action steps and tasks are laid out in one place. This helps the project leader to assign or contract tasks as well as note priority levels.
It would be nearly impossible to plan a project, large or small if you don’t write an action plan format that allows you to chart the time and resources needed to get the job done. The name of the action plan is also helpful. It avoids jargon so your team members can clearly understand its purpose.
Project management software can turn an action plan into a viable project schedule. ProjectManager takes your tasks and puts them in a Gantt chart, where progress is updated automatically as your team completes their tasks. If a scheduling conflict arises, drag and drop your project timeline and every deadline adjusts accordingly. Plus, managers can monitor team workload allocation to balance tasks and keep their teams productive.
Who Should Use an Action Plan Template?
Project managers are usually in charge of creating the action plan, keeping track of its progress and making sure the entire project team is updated. However, the action plan itself has individual team members assigned to each step and action item, which they are responsible for completing.
Usually, the project manager defines the goals, action steps, tasks, due dates and priority levels of the action plan. But larger projects have bigger staffs and there a project coordinator or other personnel might be responsible for the action plan. Whoever completes the action plan template, the project manager is going to have the final say and will have the authority to update it as plans change.
When Should You Use an Action Plan Template?
You should use an action plan format whenever you need to plan simple projects, manage your personal or team’s work, implement initiatives in your organization and other similar purposes. Action plan templates are meant to facilitate the execution of work by helping leaders and team members better understand the different tasks to be completed.
For larger projects, it’s advised to use project management software like ProjectManager, so you can plan with Gantt charts, kanban boards, task lists, project calendars and more.
How to Use This Free Action Plan Template for Excel
Our action plan template for Excel is broken down into three sections. One for listing action steps, one for building a timeline, and one to identify resource requirements.
1. List Your Action Steps and Action Items
As mentioned above, action steps are made up of tasks, or action items. The first part of this action plan template lets you list the action items for each action step, as well as task status, assignee and the phase it which it belongs.
- Priority: Each task will have a priority attached to it. That is, it’ll be determined if the task is a high, medium or low priority, which helps you make a more realistic plan.
- Tasks: This is where you list every task that must be taken to complete the action steps and achieve the project’s goal. Be thorough and brainstorm with the team. The more detailed, the better.
- Phase: Here, you’ll note where the action step takes place over the course of the project life cycle, such as in the planning stage, execution, closing, etc.
- Assigned: Determine ownership of each individual task by assigning it to a specific team member. They’ll then be responsible for seeing the task through to completion.
- Status: Here’s where you chart the progress of the work done on each task. Enter a completion percentage or any status that you wish to assign to track progress.
2. Estimate Time for Each Task
Once you’ve mapped out your action steps and action items, you can start assigning a start date and end date to each task and estimate their durations. This information will be needed to create a timeline.
- Start date: This section is your schedule. Each task is tagged with a time in which it must begin to keep the project on track.
- Due date: It is here that the due date is determined, so everyone working on that task is clear about when they must have it completed.
- Planned hours: When planning, you have figured out how much time can be allotted to each task. Here is where you put that information.
3. Identify Resource Requirements
Here you can list the resource requirements for each task. Simply estimate what resources will be needed and estimate a cost for them. There’s also a field to indicate which department is in charge of each action item.
- Department: Which department is responsible for the task, marketing, dev team, etc.?
- Materials required: What materials are needed for completion of that task, software, equipment, materials, site, etc.
- Cost: What amount of funding has the budget allotted to this task?
- Notes: Finally, this is a catchall for any information needed to capture which doesn’t fit in any of the other categories.
How to Create an Action Plan with ProjectManager
Although action plan templates are a good place to start your project management journey, they’re static documents. If you want to take your planning to the next level, you need to use project planning software like ProjectManager.
Because ProjectManager is online software, you can invite your team to the tool. No matter where they are or when they’re working, as they update their progress it will be instantly reflected on the software’s real-time dashboard, which can filter the information to show only what you want.
Then you can create graphs and charts to make that data easy to read and share with stakeholders or team members, formatting the graphics generally or specifically, depending on the person’s need.
As noted, alerts can be created to let team members know when the action plan tasks are near due. Alerts can also be set up so the team leader is aware of those impending due dates or if a task is overdue, which can help them reallocate resources or do other things to get the project back on track.
What Other Project Management Templates Can Help with Your Action Plan?
The action plan lays out the course you’ll take to achieve your project goals. Our free project management templates help you start to organize the sequence of steps to get you there. Our site features dozens of free Excel and Word templates you can download, many of which can help you create a better action plan. Here are some of our free templates:
Action Items Template
This free action items template is ideal to zoom into the tasks that make up your action plan. It’s a simple document that lets teams track their work.
Project Plan Template
Action plans are a great way to manage work. However, if you need to manage projects, our free project plan template is a great starting point to document all the different aspects of a project.
Gantt Chart Template
Gantt charts are the most popular project management tool because they turn plans into dynamic project schedules. Use our free Gantt chart template to create a visual timeline for your action plan.
Action Plans Tutorial Video
For more information on how to create and manage an action plan, watch the video below. Jennifer Bridges, PMP, gives you a number of crucial tips that can help you get the most out of your action plan template.
Related Content
- How to Write an Action Plan (Example Included)
- Project Planning Guide
- What Is an Implementation Plan & How Do I Create One? (Example Included)
- How to Plan an Event: Event Planning Steps, Tips & Checklist
- What Is Aggregate Planning? Strategies & Tips
- Operational Planning: How to Make an Operations Plan
- How to Create a Project Execution Plan (PEP) – Free Template Included
- The Best Way to Make a Work Plan
If you’re looking to take your action plan template to the next level, look no further than ProjectManager, a cloud-based project management software that has all the planning features you need to create and execute your action plans. From a real-time dashboard to online Gantt charts and dynamic kanban boards, our software supersizes your project management. Try it free with this free 30-day trial.
Plan Templates
An action plan template is an essential document that helps you prepare a list of strategies to reach certain goals and objectives of your company or organization. It most importantly lets you develop a criterion based on which you can evaluate your progress. A Performance action plan template will usually highlight the entire goal and objectives that you need to meet in the end, elaborately stating what you need to have achieved by a certain time and the means to use in arriving at such goals.
- Strategic Plan Templates
- Sample Plan Templates
Action Plan Template
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Creating an action plan for your company or organization can sometimes get difficult, which is why we have this action plan template to simplify things for you. This professionally designed Word plan template helps you note down the steps that must be followed in order and what resources are needed to achieve the target goals. Once downloaded, you can open this file in the available file format and enter the necessary information.
Simple Action Plan Template
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Check out our “Simple Action Plan” template that will ensure that you have outlined your objectives clearly. It comes with simple yet effective content so that you can avoid missing out on key elements. Apart from that, this proper action plan also comes with preformatted with well-presented suggestive content for ease of editing and presentation.
Daily Action Plan Template
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With having so many things to do, it can get confusing as to where you must begin with your tasks. To shift your focus on what’s more important, we recommend that you use our “Daily Action Plan” template as it will assure that you carry out your everyday actions in an organized manner. This sample plan template is compatible with various editing software so you can easily work on it in no time. Download it now!
How to Develop an Action Plan Step by Step?
Developing an action plan ensures that you and your team are well aware of all the steps to be followed when completing a task. This helps in avoiding any kinds of delays and thereby the timely completion of the task. Though there is a wide range of action plan templates available online like training action plan templates, etc, you can also develop these from scratch. Take a look at how to do this in a step by step manner.
- 1. Name all your solutions as goals.
- 2. Create a list of actions for every goal.
- 3. Define a timeline for each action as well as each goal.
- 4. Go ahead and allocate the resources for each action.
- 5. Try to identify the problems that could crop up.
- 6. Design some strategies to keep a close eye on the progress of the project.
- 7. Assign the tasks to the concerned teams.
- 8. Estimate the costs that could be incurred.
- 9. Put all this down in a written format.
Business Action Plan Template
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Download and make use of our high-quality Business Action Plan Template that will help you list your company’s short and long term business goals effectively. You can also mention the steps in which you plan to achieve these goals. It is ready-made and easy to edit in any preferred file format of your choosing. Increase your chances to boost sales and profit by drafting a perfect business action plan today.
Employee Action Plan Template
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Do you have an employee who’s unable to meet the required performance and productivity? If so, you can use our “Employee Action Plan template” in order to create an action plan for that particular employee. Just enter, edit, customize, or modify its content to fit your business needs. Try it out now!
Strategic Action Plan Template
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30 Day Action Plan Template
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Sample Leadership Action Plan
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One Page Strategic Action Plan Example
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Incident Action Plan Template
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Affirmative Action Plan Template
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Action Plan Template in Word
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Business Action Plan Template
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Performance Development Plan Template
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Sales Action Plan Templates
To initiate sales progress you need to gear up for sales action plan templates which give you an ideal solution to promote your business. Download our sales action plan templates in order to avail numerous solutions. You can even promptly make your choice for gearing up on the idea of template designs.
Sales Action Plan Template
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Sample Sales Plan Word Template
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Project Action Plan Templates
If you are too busy to come up with a project action plan for your upcoming project, the smarter way is to count on project action plan template that is available online. This will help you with a premade project action plan structure so that you do not have to create the entire plan chart from the scratch.
Project Action Plan Template
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Marketing Action Plan Templates
For proper marketing and advertising, you need to adopt marketing plan templates that give you every opportunity to opt for the medium. Be it branding or initiating a new program marketing action plan templates download gives you an opportunity to establish a popular medium of creating an action plan.
Marketing Action Plan
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Employee Corrective Action Plan Templates
The employee corrective action plan is needed to document the actions taken on any misdemeanor by an employee of a company. If you don’t know how to create such a plan form, you can go for the Employee corrective action plan templates online that offer a readymade structure for the document which you need to customize with the details of the incident and steps taken.
Employee Action Plan Template in Google Docs
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After Action Report Template
To retrospect any given form of analysis you need to opt for after-action report templates. You can even download after-action report templates by which you can make it a structured review. It is for those aspiring authors who need to make action report templates all by themselves.
Sample After Action Report Template
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30 60 90 Day Action Plan Template
The 30 60 90 day action plans are really crucial for sales and management projects. However, if you have no time to create such action plans. These templates come up with readymade tables and you would just need to input the information.
30 60 90 Day Plan Template
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30 60 90 Day Action Plan Template PDF Document
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30-60-90-Day Action Plan Summary Free Download
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- WORD
Size: 10 KB
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After Action Report Template Sample Download
dps.texas.gov
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- WORD
Size: 117 KB
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Employee Performance & Corrective Action Plan PDF Download
csus.edu
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Size: 175 KB
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Employee Corrective Action Form Template
info.csp.edu
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Size: 41 KB
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Sample Detailed Project Action Plan
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Action Plan Template Sample for Individual Projects
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Corrective Action Plan Templates
In order to mobilize your business in a successful manner, you need to implement certain changes in your free corrective action plan templates. You are free to customize your project when you face any difficulty. To download corrective action plan templates you need to gather all the information you want to and keep on improvising. You can make it streamlined and concise.
Apparel Corrective Action Plan Template
responsibleag.org
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Size: 560 KB
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Emergency Action Plan Templates
For documentation and organizing the functional relationship between the workers and the employer, you need to make it a designation of the sort. For any sort of assistance, you do need to opt for free emergency action plan templates. You can even PSD download emergency action plan templates to protect you from all sort of loss.
Construction Emergency Action Plan Template
ghilotti.com
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Size: 63 KB
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Free School Action Plan Templates – Samples & Examples Download Here
Affirmative Action Plan Template Samples & Examples Download
Business Action Plan Templates – Samples & Examples Word DOCs Download
Action Plan Format
Do you need to design an action plan for your upcoming project and are not exactly sure about the format? Well, you can go for the readymade free download action plan format that is forwarded by the action plan template format online. Here you will have the entire format presented for you waiting to be customized with your information.
Action Plan Format in Microsoft Doc
hertsdirect.org
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Action Plan Samples
Have you been endowed with the responsibility to chart an action plan by your office and you have no time to create a plan from scratch? Well, you can opt for a free Action plan sample or template online which comes with pre-made action plans to be personalized with your company project data.
Action Plan Sample PDF Format
worldview.unc.edu
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Sample Action Plan in Emergency – Doc File Download
osha.gov
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Action Plan Examples
Action plans are needed for office projects as well as to state about the needed activities to be done in certain circumstances. If you need ideas in creating action plans you will get a free action plan example online from action plan templates for sales, management, and other activities. These templates are great time savers with their readymade action plan structures.
Best Action Plan Example Word Document Download
cdc.gov
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How to Make an Action Plan Format?
An action plan helps to define all the steps that should be followed to complete a task and achieve the predefined goal. Thus, it is extremely important that when designing an action plan you follow a format that is easy to understand and decipher. Of course, you can make use of the Team Action Plan Templates for the purpose. However, if you are thinking of designing it yourself, here is how you can create the action plan format.
- 1. At the top should be the name of the organization along with the important contact details.
- 2. This should be followed by the name of the project.
- 3. Below this, create a table with 5 columns. The number of rows should be determined by the goals that you have in mind. However, it would always be a good idea to have 3 to 4 rows in the format.
- 4. Name the columns in a relevant fashion with headings like “Goals”, “Steps to be Taken”, “Responsible Team”, “Beginning date” and “End Date.”
Best Example of Action Plan for Education
unece.org
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Download Smart Action Plan Example
library.leeds.ac.uk
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Asthma Action Plan Templates
If you suffer from asthma or have anybody suffering from asthma you should always stay prepared with an asthma action plan that states what to do during asthma attacks. The online world offers different free download asthma action plan templates with readymade plan structures to choose from as per your typical asthma condition.
Asthma Action Plan Example from NHLBI Institute
nhlbi.nih.gov
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Pediatric Asthma Action Plan Example & Format
>
harvardpilgrim.org
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Size: 66 KB
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BEPS Action Plan Templates
BEPS action plan offers a clear framework to deal with the BEPS issues. Now, if you need ideas on standard BEPS action plan, then you should go for the free download BEPS action plan templates available online. Here you will get a readymade sample idea on the action plan for a clearer understanding.
cdc.govBeps Action Plan Sample, Example, Format
brookings.edu
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Environmental Action Plan Templates
Do you have to create an environmental action plan and you are looking for ideas on the right format? Well, you can opt for the free download environmental action plan templates available online that come with a readymade chart & sections like ‘Goals”, “Strategies”, “Timeline”, etc. – so that you don’t have to create anything from scratch.
unhcr.org
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Career Action Plancdc.gov Templates
If you are confused about which career to take to, you can go for a career action plan so that you can have a better understanding of your possibilities before you. If you don’t know how to create a career action plan, go for the free career action plan templates online that offer you a readymade draft to be filled with your data.
Sample Career Action Plan Template PDF Download
careers.govt.nz
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Size: 198 KB
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Free Career Action Plan Template Word Format
health.govt.nz
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- WORD
Size: 10 KB
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Ganga Action Plan Templates
Ganga Action Plan or GAP was introduced by Late Indian PM Shri Rajiv Gandhi in 1986 at Varanasi. The principal objective of GAP was to abate Ganga pollution, improvement of Ganga water quality as well as biodiversity conservation, development of Ganga basin management approach & conduction of comprehensive research regarding the fulfillment of the above-mentioned objectives
Ganga Action Plan Template PDF Download
ecofriends.org
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Global Action Plan Templates
Global action plan charts list down the practical solutions for various developmental activities such as education, removal of poverty, relief from an epidemic, etc. If you need ideas on global action plan charts, you can go through the free download global action plan templates online where you will find a readymade draft to be filled with the action plans.
Agriculture Global Strategy Action Plan PDF
minagro.gov.ua
Global Action Plan Template to End Statelessness
unhcr.org
Anaphylaxis Action Plan Templates
Doctors treating Anaphylaxis must always be prepared with Anaphylaxis action plans which will contain the exact treatments to be taken for specific Anaphylaxis cases. For ideas on how to create such action plans, the doctors can rely on the pre-structured free Anaphylaxis action plan templates online which save them from creating such action plans from scratch.
Anaphylaxis Emergency Action Plan PDF Document
aaaai.org
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Size: 144 KB
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Personal Anaphylaxis Action Plan Format
campaustralia.com.au
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Size: 332 KB
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Action Plan Template For Teachers
The teachers are supposed to create action plans for the students that state about the activities to be taken up by the class within a defined timeline. If you have no time to create an action plan from scratch you will find several free action plan for teachers templates online with readymade action plan drafts- to save your time.
Developing Individual Teacher Action Plan
nzmaths.co.nz
HR Action Plan Templates
Every company must have an HR action plan chart which will state the typical activities to be carried out by every employee. Now, creating such a plan from start is definitely tedious and hence you have free hr action plan templates that help with readymade customizable hr action plan structures.
HR Action Plan Template Word DOC Download
leics.gov.uk
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Communication Action Plan Templates
A communication action plan is needed when you have to deliver an important message to certain target niche. These plans carry spaces for the theme of the message and people to be communicated. If you want ideas on how to create such a plan, you can count on the free download communication action plan templates available online.
Corporate Communication Strategy Action Plan DOC Download
leics.gov.uk
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Size: 24 KB
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Telco Action Plan for Telecommunications – PDF Document
s3.amazonaws.com
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Size: 180 KB
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A community action plan is the chart that offers on the type of community action to be taken, the strategies and who would be taking it. If you have no idea on how to create such an action plan, you can take to the free community action plan templates online as they come with readymade plan structures so that you don’t need to create anything from scratch.
cagisperm.hamilton-co.org
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cdc.gov
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Size: 98 KB
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Diabetes Action Plan Templates
If you or any near one in your family is suffering diabetes, you must get a diabetes action plan that offers ideas on what to do when one is suffering from high sugar. The online world offers a wide variety of readymade free diabetes action plan templates which you can choose as per your type of diabetes.
Health And Safety Action Plan Templates
A health and safety action plan offers tips on what measures to take to stay safe in certain situations like a school or a factory. If you need help with such a plan, you can opt for the free download health and safety action plan templates that offer pre-structured safety plan charts- saving much of your time.
Health and Safety Action Plan Word Doc Download
exeter.gov.uk
Free Health Safety Local Action Plan Word Template 2015
w3.unisa.edu.au
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Health and Safety Action Plan Form
wsps.ca
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Size: 283 KB
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Health, Safety and Wellbeing Action Plan
education.qld.gov.au
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Size: 348 KB
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100 Day Action Plan Templates
If you have been promoted to the role of a CEO of a company, you must prepare a 100-day plan to be followed by your employees. Now, creating such a chart from scratch is definitely tedious and time-consuming. Thus, you should go for a free 100-day action plan template online that offers a readymade chart to be filled with your data.
100 Day Action Plan Template Example
mymassp.com
Sample 100 Day Action Plan Template PDF Document
web.mta.info
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Climate Action Plan Templates
Climate action plans lay down specific strategies to be used while tacking climate change. If you need ideas on how to create such a plan, you can seek help from the free download sample climate action plan templates online that offer a readymade standard structure of such a plan which can be customized easily with your data as per the specific climate change.
The President’s Climate Action Plan Template – PDF File
obamawhitehouse.archives.gov
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Climate Action Plan Word Document
rs.acupcc.org
Climate Action Plan Format
static.bouldercolorado.gov
SMART Action Plan Templates
Do you have to create a SMART (Specific, Measurable, Appropriate, Realistic, Time) action plan for your employees? If you have not created such a plan before and need ideas, you can go for the free smart action plan templates available online which come with easily customizable readymade charts so that you are not needed to create the entire plan from scratch.
Free SMART Action Plan Template Word Download
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Explaining the Purpose of an Action Plan
People use all sorts of action plan templates like Sample Corrective Action Plan Templates, etc to design an efficient action plan for their projects and events. There is a whole lot of brouhaha around this because action plans actually serve a number of purposes. Let us take a look at what these are.
- These help the user to identify and define all the steps that should be taken to complete a particular task.
- These can be used to break a complicated task into simpler ones, thus simplifying the whole process.
- These allow the user to allocate the resources as well as the responsibilities to the relevant team.
- These help in estimating a feasible timeline for each action as well as the completion of the task.
- These give users a chance to make provisions in case of an emergency or an error.
SMART Goal Setting and Action Plan Template
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The SMART Goal Forms and Action Plans Template includes a set of templates and forms that combines to assist you while filling up forms, planners and schedules which can help you stay organized and productive throughout life. These templates are quite helpful in documenting several goals, define a single goal in more detail, and documenting your action plans to work towards the achievement of the pre-defined goals.
Wellness Recovery Action Plan Templates
A wellness recovery action plan offers tips and suggestions to be taken when somebody is under severe stress or depression and looking for ways to recover. If you want to know how such plans look, you will find several ready-mades and easily customizable free download wellness recovery action plan templates online.
Wellness Recovery Action Plan
workingtogetherforrecovery.co.uk
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Mental Health Recovery Action Plan
nursing-midwifery.tcd.ie
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Size: 64 KB
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Food Allergy Action Plan Templates
Food allergy action plans are really vital as these offer the treatment actions to be taken in such emergency situations. If you need ideas on such action plans, the free food allergy action plan templates online would be handy for you and these will show you what treatments to be taken as per the symptoms.
Food Allergy Action Plan PDF Document Download
douglasschildcare.rutgers.edu
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Food Allergy Symptoms Action Plan Template
foodallergy.org
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Size: 119 KB
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The process of developing Free Action Plan Template word usually begins with determining the specific needs of the entity that needs such Action Plan Templates Free. This is to say the needs of an action template example intended for an organization will different distinctively with than of an individual and even further within the different organizations.
Once the specific design has been made, the next step involves getting a blueprint to use in the production of customized Incident Action Plan Templates. There are several formats and free samples available on the internet and getting one simply involves a few clicks of the mouse. Once you have downloaded the samples you need to go through each of them and compare the one that is most suitable for your specific needs. You can also choose to borrow a thing or two from each of the samples then include them in the final document.
Performance Action Plan Template
ambulance.wales.nhs.uk
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Goal Action Plan Template
d20umr41za4hgv.cloudfront.net
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Size: 212 KB
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Plan of Action Template Word
imiaweb.org
Safety Corrective Action Plan Template
alea.gov
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Size: 437 KB
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Safety Corrective Action Plan Template
alea.gov
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Osha Emergency Action Plan Template
oshatrain.org
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After singling out the required facts, you will have to get down to your preferred editor and make the required changes. This involves a change of the headings and subheadings to reflect the entity that such Emergency Action Plan Template intended for along with the insertion of the required text after which it is ready for print.
Action Plan Template Excel
bpcletool.net.au
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- Xlsx
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Action Planner
txbehaviorsupport.org
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Size: 399 KB
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Template for Action Plan Layout
langarbarnstone.co.uk
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Download SWOT Action Plan Template
openforest.net
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Free Action Plan Spreadsheet to Download
finditinbirmingham.com
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Action Plan and Time Line
assets.lawrenceks.org
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Report Action Plan
learningsciences.com
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Size: 181 KB
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What is the Purpose of Having an Emergency Action Plan?
An Emergency Action Plan Templates as the name suggests is one that defines the various steps that could be taken in case of an untoward occurrence at the workplace or an unforeseen delay in a project. This plan is usually a part of the Event Action Plan Templates, thus making it easier for the people concerned to be prepared for any kind of emergency. The purpose of drafting an emergency action plan is to
- Define the steps that should be followed in case of an emergency
- Estimate the possible troubles that can crop up during the course of a project or an event
- Give all the people concerned, a clear idea of their responsibilities when an emergency crops up
- Keep the team prepared for any kinds of problems
Writing an Action Plan Template
archerygb.org
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Action Plan Chart
pwc.ottawaheart.ca
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Action Plan Application Form
enform.ca
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Weekly Action Plan
managingchange.org.uk
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Office Safety Action Plan
npbor.com
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novascotia.ca
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Risk Action Plan
winnipeg.ca
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sba.gov
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Financial Wellness Action Planet
etf.wi.gov
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Project Management Improvement Program Action
docs.tcdc.govt.nz
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Benefits of an Action Plan
Whether you are using a weekly plan template of a Daily Action Planner Templates, you will see that the plan thus designed actually proves quite beneficial to you. This is one of the main reasons why most of the people vouch by action plans. Let us take a look at some of the benefits of an action plan.
- Easy comprehension and definition of tasks required to achieve a goal
- The convenient setting of timelines for each task and action
- Simplified monitoring of the progress of the tasks
- Clear identification and allocation of resources and teams
- The proper definition of emergency actions to be taken
- Assurance of timely completion of the tasks
Not sure how to design an action plan? Don’t worry. Just take some cue from the whole collection of action plan templates that we have to offer. From School Action Plan Templates to project action plan templates and whatnot, you can find anything and everything. These can be easily downloaded and customized. Designed by experts, these give you a clear idea of the segments to be included and the format to be followed.
General FAQs
1. What is an Action Plan?
An action plan is an organized plan that outlines a sequence of steps that must be taken in order to achieve specific goals and objectives. It is commonly used by business organizations and even individuals who want to make a strategy work.
2. What is the Purpose of an Action Plan?
The purpose of an action plan is to determine what resources are required to attain a specific goal. It formulates a timeline during which the specific tasks need to be completed.
3. How Can You Prepare an Action Plan?
With the help of the following points, you can prepare an action plan:
- List the main activities
- Separate the activities into manageable tasks
- Explain the sequence and dependencies between the tasks
- Present an estimated time for the activities
- Compile the schedule of the main activities
- Define milestones and Allot tasks
4. What is a SMART action plan?
A SMART action plan is a plan that incorporates five important characteristics of a goal, i.e., specific, measurable, attainable, relevant, and time-based. It helps you define your ideas, focus your efforts, and use your time and resources productively, thereby, increasing the chances of achieving your goals.
5. What is the Advantage of Using Action plan?
Action plans help in the strategic planning of businesses or individuals so that they know what needs to be done to complete a task, project, or initiative. It creates ownership and accountability apart from also clarifying objectives and timescales.