Action Plan Template
Keep track of steps to take, when to take them, and the resources you need.
About the action plan template
Why use the action plan template?
An action plan is a list -- or series of lists -- that encompasses everything you must accomplish to complete a task. Action plans help you focus on small tasks and decisions that are oriented toward accomplishing your bigger goals. They can also promote confidence in your ability to be successful and make things happen.
Many people and organizations use action plans as a framework for thinking about how to complete a project quickly and effectively. They help keep everything in order and ensure that nothing is missed. Because every task is laid out clearly, stakeholders can get on the same page about what they need to do and when it needs to get done.
Who should use the action plan template?
The action plan template is flexible enough to be applied to a wide range of projects. You can use it on your own to track your individual projects, or with your team to keep track of projects that involve several people.
How to create an action plan
Here’s how you can create your very own action plan
Step 1 - Brainstorm the tasks you will need to accomplish in order to achieve your goal. For many teams, it can help to start at the beginning and work your way toward the end. What’s the first step? Once you finish the first step, what’s the second? Think about timelines and stakeholders, and build in time to iterate and review.
Step 2 - Drawing on your brainstorm document, think about how you can work more efficiently. Have you listed a task that isn’t necessary to complete your goal? Is there something that you can delegate? Do you need more resources?
Step 3 - Use SCHEMES to double check your action plan. SCHEMES is an acronym that allows you to verify that you have everything you need to complete a plan. It stands for Space, Cash, Helpers, Equipment, Materials, Expertise, Systems.
Easy to use
Save time by using our pre-made action plan template instead of creating your own from scratch. Get started by signing up for free to update it with your own information.
Invite your team members to collaborate on your new action plan template. Miro enables you to engage co-located and remote teams on a virtual whiteboard, without constraints.
Need to share your action plan template with others? Miro has multiple exporting options, like saving to PDF.