What is an Action Plan, and what are best practices, tools and online templates for teams and organizations for action planning?
Definition of Action Planning
An Action Plan Template provides managers and supervisors with an easy way of tracking the answers to some of the most important elements of a project or activity: the who, what and when. At its core, an Action Plan also helps track the decisions involved in running and managing any project or initiative. The Action Plan Template allows a group to document and keep track of who has been assigned to each task so that people can be kept accountable and everyone is aware of when each task should be completed.
Description of Action Plan Template
The Action Plan helps business leaders track activities to be completed. By cataloguing all activities through an Action Plan, project managers can ensure the project is successfully completed on time and tasks are completed in the right order. The Action Plan provides a breakdown of practical steps that have to go into a larger project and attempts to answer the following questions:
But what exactly goes into creating an Action Plan? The essential steps involved in successful action planning include
- Analyze the problem and develop a proposed solution to that problem
- Break down the proposed solution into a list of activities that must be completed to ensure successful completion of the solution
- Assess each task and determine the resources needed and who should be responsible for each step
- Identify potential barriers to all actions and identify solutions to those barriers
- Take time to brainstorm any other issues which might arise that haven’t been considered
- Estimate projected due dates for all actions
- Monitor the status of all activities on a master list
Tools & Templates
The tools managers can use to build out an Action Plan Template are project plans, analyst reports, presentations, spreadsheets, and checklists.
upBOARD's Online Action Plan Tools & Templates
Unlike most traditional action plans, upBOARD’s online Action Planning software tools and templates allow any team or organization to instantly begin working with our web templates and input forms. Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.
Learn more about upBOARD’s portfolio of other business strategy best practice tools and templates, including:
2 X 2 Matrix, ADL Matrix, Affinity Diagrams, Baker’s 4 Strategies of Influence, Balanced Scorecard, Benchmarking, Blue Ocean Strategy, Bowman Strategy Clock, Build-Measure-Learn Feedback Loop, Business Model Canvas, CAGE Distance Framework, Competitive Analysis, Competitive Landscape Analysis, Contingency Planning, Core Competence Analysis, Critical Success Factors, Discovery Driven Planning, Economic Value Added, First Mover Advantage, Five Forces Model, Force Field Analysis, Gap Analysis, GE McKinsey 9-Box Matrix, Go To Market Strategy, Hambrick & Frederickson’s Strategy Diamond, Hedgehog Model, Hook Model of Behavioral Design, Hoshin Planning System, Kay’s Distinctive Capabilities Framework, Key Outcome Indicators, Kotler’s Five Product Levels Model, Kotler’s Pricing Strategies, Lafley & Martin’s Five Step Strategy Model, McKinsey 7S Model, McKinsey’s Seven Degrees of Freedom for Growth, Mergers & Acquisitions, Mission Statements, Mullin’s Seven Domains Model, OGSM Framework, Ohmae’s 3-C’s Model, Partner Relationship Management, PEST Analysis, PESTLE Analysis, Porter’s Diamond, Portfolio Management, Purpose Statements, Pyramid of Purpose, Scenario Planning, Simonson & Rosen’s Influence Mix, SMART Performance Metrics, SMARTER Goals, SOAR, Strategic Goals, Strategy Map, Strategy Roadmap, Strategy Uncertainty Map, SWOT Analysis, TOWS Matrix, Triple Bottom Line, USP Analysis, Value Chain Analysis, Value Disciplines Model, Value Net Model, Values Statement, Vision Statements, VRIO Analysis, and Weisbord’s Six-Box Model.