An Action Plan is a summary of what you are going to accomplish in your business over a specified period of time. This Action Plan includes a 14 page Word template and 7 Excel spreadsheets.
Use this template to:
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Scope the big picture – Outline what you want to accomplish with objectives, budget, time and tie each deliverable to an action step.
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Break out smaller tasks – Assign tasks to team members. Consider the deadlines in terms of allocating resources.
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Create a list of action steps – For each task, prepare a list of to-dos ranked in sequential order.
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Prioritize – Some steps are more important that others. Prioritize steps based on deadline, task, and the number of steps remaining.
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Communicate – Circulate the plan to team members that have been assigned tasks.
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Complete deadlines on time – Estimate when tasks will be finish based on the rate of action step completion.
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Track results – Evaluate performance and implement continuous monitoring procedures to ensure the project stays on track.
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Sample Screenshots
Chapter 1, Introduction
Chapter 1, Assumptions, Constraints, Dependencies
Chapter 2, Management Structure
Chapter 3, Action Plan steps
Chapter 4, Continuous Monitoring
Chapter 5, Outcomes
Chapter 6, Project Budget
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7 Free Excel Templates
5 Year Action Plan
Action item Log
Performance Indicators
Responsibility Matrix
Table of Contents
1 Introduction
1.1 Our Vision
1.2 Our Mission
1.3 Our Objectives
1.4 Our Strategies
1.5 Areas of Impact
1.6 Points of Contact
1.7 Assumptions
1.8 Constraints
1.9 Dependencies
2 Management Structure
2.1 Organization Chart
2.2 Roles & Responsibilities
2.3 Anticipated Change
3 Action Plan
3.1 Implications for staff involvement
3.2 Enhance practices
3.3 Evidence of success
4 Continuous Monitoring
5 Outcomes
5.1 Participant Outcomes
5.2 Organizational Outcomes
5.3 Community Outcomes
6 Project Budget
What’s included in the template pack
The templates are in Microsoft Word and Excel and can be downloaded online for only $7.99.
The template pack includes the following documents:
| Action Plan Template | 14 pages | |
| 5 Year Action Plan | 1 x worksheet | |
| Action Plan Log | 1 x worksheet | |
| Action Plan – IT Plan | 1 x worksheet | |
| Continuous Monitoring | 1 x worksheet | |
| Performance Indicator | 1 x worksheet | |
| Performance Measures | 1 x worksheet | |
| Responsibility Matrix | 1 x worksheet | |
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