Action Plan Template

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:

  1. Scope the big picture – Outline what you want to accomplish with objectives, budget, time and tie each deliverable to an action step.

  2. Break out smaller tasks – Assign tasks to team members. Consider the deadlines in terms of allocating resources.

  3. Create a list of action steps – For each task, prepare a list of to-dos ranked in sequential order.

  4. Prioritize – Some steps are more important that others. Prioritize steps based on deadline, task, and the number of steps remaining.

  5. Communicate – Circulate the plan to team members that have been assigned tasks.

  6. Complete deadlines on time – Estimate when tasks will be finish based on the rate of action step completion.

  7. Track results – Evaluate performance and implement continuous monitoring procedures to ensure the project stays on track.

Action Plan Template - Download Now

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Sample Screenshots

Action Plan Template - Download Now

Chapter 1, Introduction

Action Plan Template - Download Now

Chapter 1, Assumptions, Constraints, Dependencies

Action Plan Template - Download Now

Chapter 2, Management Structure

Action Plan Template - Download Now

Chapter 3, Action Plan steps

Action Plan Template - Download Now

Chapter 4, Continuous Monitoring

Action Plan Template - Download Now

Chapter 5, Outcomes

Action Plan Template - Download Now

Chapter 6, Project Budget

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7 Free Excel Templates

Action Plan Template - Download Now

5 Year Action Plan

Action Plan Template - Download Now

Action item Log

Action Plan Template - Download Now

Performance Indicators

Action Plan Template - Download Now

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 Download Word template
5 Year Action Plan 1 x worksheet Download Excel template
Action Plan Log 1 x worksheet Download Excel template
Action Plan – IT Plan 1 x worksheet Download Excel template
Continuous Monitoring 1 x worksheet Download Excel template
Performance Indicator 1 x worksheet Download Excel template
Performance Measures 1 x worksheet Download Excel template
Responsibility Matrix 1 x worksheet Download Excel template

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