If you’ve handled and conducted projects before, you might be familiar with the concept of an action plan and how it is essential to include it in project management and planning. An action plan ensures to sort out all the activities to be done, resources needed, and assign people to do the activities to help reach the end goal of the project and deem it as a success. The prospect of an action plan may look daunting since you’re it takes careful planning to do it; however, it is greatly beneficial to your project so you need to do it before you start completing the project’s tasks. This article will guide you in creating efficient action plans.

10+ Action Plan Worksheet Samples

1. Action Plan Work Sheet Template

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2. Action Plan Worksheet

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3. Target Action Planning Worksheet

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4. Goal Action Planning Worksheet

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5. Mentoring Action Plan Worksheet

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6. Club Action Plan Worksheet

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7. Goal Setting Action Plan Worksheet

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8. Sample Action Plan Worksheet

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9. Project Action Plan Worksheet

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10. Health Action Plan Worksheet

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11. Editable Action Plan Worksheet

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What is an Action Plan?

An action plan is a strategic planning process where you list down the steps or tasks you need to complete to achieve the goals you have set for your projects, in your organization or company, or even in your own personal goals as well.

An action plan must have the following elements:

  • A comprehensive description of the goal to be achieved
  • Tasks to be carried out to reach the goal
  • People  responsible for carrying out each task
  • Dates of when the tasks are completed
  • Resources needed to complete the tasks
  • Evaluation measurements to track each progress

How to Write an Action Plan

From the elements described above, it is your guide on how to create an action plan. Action plans may seem too much work, but once you get used to doing it, it is easy to make it and find how carrying out tasks for your goals is easier compared to not having an action plan to guide you. Below is a more detailed guide on how to create an action plan:

1. Define Your Goal

An action plan won’t exist without a goal to motivate you to reach it. If you’re making an action plan, you need to be sure and clear r about what you want to do and what you want to achieve. You can start identifying where you currently are and knowing how you can improve and where you want to be. Try to figure that out first and if you’re done, you can use it as your goal. To make sure your goal is not too difficult to achieve, you can refer to the SMART (specific, measurable, attainable, relevant, and timely) goals criteria to help smooth out your goals to be more well-defined and achievable.

2. List Down the Steps to Do

Once you’re sure your goal is clear, the next thing to do is to find out what steps you need to do on how to achieve it. Create a rough draft list of all tasks to be done, and list down the people responsible to carry them out. Make When you go about revising these tasks, make sure they are clearly defined and achievable. For larger and complex tasks, break those down into smaller tasks.

3. Prioritize Tasks Through Deadlines

The next thing to do is to reorganize the list by prioritizing the tasks. The priority tasks must be placed at the first part of the action plan up until to the least priority. Schedule these tasks on specific dates, giving them deadlines to finish the task. Make sure the schedule is realistic and consult with the person responsible for carrying this task if the schedule is realistic enough to achieve the task on time.

4. Set Mini-Goals

To help everyone get motivated on carrying tasks and to also track the progress easier, set mini-goals for every task to be completed. These mini-goals must align with the main goal.

5. Identify the Resources Needed

Of course, an action plan won’t be complete without identifying all the resources you need to reach your goal. Make sure to identify every single item and acquire them before you start working on your tasks to help you complete your tasks. The resources you’ve acquired must also be included in your budget. Know the cost of each resource to know how much budget you need to acquire them.

6. Finalize Your Action Plan

Once you’ve listed down all the necessary elements in an action plan, it’s time to finalize it to make it ready for distribution to everyone involved in the project.

Make sure your action plan is understandable. To make your action plan looks organized, you can make a flowchart, Gantt chart, or a table to place your action plan. This will suffice in including all necessary information you’ve input in the action plan. Make sure you discuss it well with your team. Be open to suggestions and recommendations before you can commence doing the action plan.

FAQs

What are some examples of action plans?

Some examples of where an action plan is effectively helpful are in project management, marketing, and communications aspects.

What are the different types of action plans?

The different types of action plans are tactical plans (an organized sequence of steps to execute strategic plans and achieve strategic goals that focus on action and people working in them), single-use plans (developed to carry out a course of action that is unlikely to be repeated), and standing plans (plans are used for activities that occur regularly over long periods of time).

When should you create an action plan?

An action plan must be developed within the first few weeks from the start of the project. It is developed after you have determined the vision, mission, and objectives of your project.                                                                                                                                                         

Once you’re done creating your action plan, it’s time to execute all the project tasks and activities. While you’re doing them, don’t forget to set aside time to evaluate your and your team’s progress with the project. Mark all the finished tasks to know your progress quicker and know which tasks are still pending and those that were delayed. Figure out why the delays are happening and come up with a solution to solve them. To help you get started making your own action plan worksheet, download our free sample templates above!

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