Free MS Word Action Plan Templates - with How To

By Kate Eby | May 9, 2023

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In this article, you’ll find the most useful free action plan templates in Microsoft Word format for project managers, employees, students, sales teams, mentors, and others.

On this page, you'll find six helpful Microsoft Word action plan templates, including an emergency action plan template with a crisis recovery section , a corrective performance improvement plan (PIP) action plan template , a SMART action plan template with room for an initial goal , a sales action plan template , and a student action plan template . Plus, learn how to create an action plan template in Microsoft Word .

Simple Action Plan Template for Microsoft Word

Simple Action Plan Template

Download the Simple Action Plan Template for Microsoft Word  

Use this simple action plan template to successfully plan and execute goals, and turn your objective into a reality. Enter the name of your goal, benchmarks for success, and details of your evaluation plan, so that you have clear criteria for successfully reaching the goal. You also have room to describe strategic actions, responsible parties, start and end dates, necessary resources, potential hazards, and the desired outcome. The template can help you outline the steps you need to take to achieve your goal. 

For free, customizable action item templates and resources, see this article on action item templates .

Emergency Action Plan Template for Microsoft Word

Emergency Action Plan Template

Download the Emergency Action Plan Template for Microsoft Word  

Solidify your organization’s emergency action plan with this comprehensive template that walks you through the steps to take during an emergency. Add a high-level outline of the plan, key contacts, recovery procedures, and more. Use the crisis recovery procedures section to list the key components to address immediately and the action to take in an emergency. 

Download free action plan templates in multiple formats to help ensure your action plan’s goals are on track.

Corrective PIP Action Plan Template for Microsoft Word

Corrective PIP Action Plan Template

Download the Corrective PIP Action Plan Template for Microsoft Word

This corrective performance improvement plan (PIP) action plan template helps employers, mentors, and others create a document with actionable steps that provide a clear path to success for employees or students. The template helps all involved parties understand what areas need improvement, any previously addressed issues, improvement goals, and expectations from the PIP process. A Goal Activities section facilitates listing activities that employee or student must achieve, as well as start and completion dates. 

Check out this article on corrective action plan templates and these performance improvement plan templates to find more resources and tools.

SMART Action Plan Template for Microsoft Word

SMART Action Plan Template

Download the SMART Action Plan Template for Microsoft Word  

Creating goals that are specific, measurable, achievable, realistic, and timely (SMART) can help you ensure your plan of action shows clarity and direction. Use this SMART action plan template to create goals that are as concrete as possible, and to outline a way to measure them. This template is the perfect tool for employees and students alike to specify what they want to achieve, set a deadline, and decide how they will measure the achievement of that goal. 

Check out this article on action plan resources and templates in PDF format to ensure that your action plan’s goals are on track for success.

Sales Action Plan Template for Microsoft Word

Sales Action Plan Template

Download the Sales Action Plan Template for Microsoft Word

Use this sales action plan template to write sales-oriented goal statements, the actions needed to achieve them, the responsible parties or departments, and the due dates. You’ll find space to add resources and desired outcomes for each action. This template can help salespeople and managers clarify the components of a sales action plan, add action step descriptions, and note who is accountable for each action-plan item.

For free resources and templates related to sales action plans, check out our article on sales action plan templates .

Marketing Action Plan Template for Microsoft Word

Marketing Action Plan Template

Download the Marketing Action Plan Template for Microsoft Word

This marketing action plan template can help marketers set goals and identify the steps necessary to achieve them. Complete the Summary, Objectives, Problem, and Solution sections to clarify your marketing needs. There’s room to add granular details to your action plan, such as product, price, pace, promotion, marketing channels, and performance standards, as well as how you’ll measure results. 

Looking for a specific template? This collection of marketing action plan templates has options for specific disciplines such as social media and content marketing, as well as a presentation format.

Student Action Plan Template for Microsoft Word

Student Action Plan Template

Download the Student Action Plan Template for Microsoft Word  

Manage any student’s path to success with this student action plan template. Identify areas for improvement, set goals for academic-performance success, and enter a specific goal that your student can strive to achieve. Use the Standardized Assessments, Local Assessments, and Strategy Description sections to further refine the plan of action for the student to improve their educational results.

How to Create an Action Plan in Word

One way to create an action plan in Microsoft Word is to use an existing action plan template. To achieve your plan of action, write your goal at the top of the document, then include the steps to achieve it. 

  • Goal: Specify the desired outcome that you want to achieve through your action plan. The goal should provide the overall direction for the plan and set the tone for the specific actions necessary to achieve it. 
  • Benchmarks for Success: List the criteria you will use to measure progress, and determine whether your desired outcomes have been achieved by adding some key performance indicators (KPIs), such as customer satisfaction and client retention rate.
  • Evaluation Plan: Indicate the systematic process you will use to assess the success of your plan. Your plan-evaluation process might include collecting and analyzing the data, and then reporting the results.
  • Strategic Action Descriptions: Write a detailed description of the specific actions that need to be taken to achieve the desired outcomes. Break down these actions into smaller, specific, and manageable tasks.
  • Party or Department Responsible: List who’s responsible for delivering each strategic action in your action plan. 
  • Start and Due Dates: Add a start and end date for each action in your action plan. 
  • Resources Required: List any necessary resources for the specific action, including individuals, departments, and other resources, such as hardware, software, and facilities. 
  • Desired Outcome: Specify the desired outcome for each action in your plan. 
  • Download an Action Plan Template An action plan template provides a structure for your plan and helps ensure that no key sections are missing. Download an editable action plan template in Microsoft Word to write your plan.
  • Submit Your Action Plan Once you complete your action plan, submit it to your project sponsor, management, or executive(s) for approval, so that you can put your plan into action.  Remember: In a successful action plan, you state your goals, provide evidence for the need for achieving them, and then set concrete benchmarks that you must reach in order to achieve them. As a result, once you specify the foundational details of your plan, you can begin to execute it in incremental steps.

Easily Create, Share, and Monitor Your Action Plan in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

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10 Free Action Plan Templates in Word, Excel, & ClickUp

Content Partnership Specialist

February 15, 2024

Blueprint, action plan, roadmap— tomato, to-mah-to! 🍅

Whether you’re pursuing a professional goal , developing a product, or building a house, you always start with a detailed plan to guide your next steps.

But it’s a little easier said than done. 👀

Powerful project management software is the key to creating and overseeing comprehensive action plans. And choosing the right action plan template for your software is the key to saving time on this step-by-step process while making sure you cover all the bases! 🔑

Even simple projects and goals require organized action plans, and action plan templates provide the perfect framework to help you turn these plans into a reality! While there are tons of templates at your disposal, they each carry a unique set of features and value depending on the size of your team, project, or goal.

Instead of combing through pages and pages of search results, start here, with 10 of the best action plan templates for ClickUp , Excel, and Word. You can access each template directly from this blog, and did mention they’re all completely free? 💸

What is an Action Plan Template?

What features make for a good action plan template, 1. clickup action plan template, 2. clickup corrective action plan template, 3. clickup employee engagement action plan template, 4. clickup cybersecurity action plan template, 5. clickup smart action plan template, 6. clickup daily action plan template, 7. clickup action priority matrix whiteboard template, 8. clickup management action plan template, 9. microsoft word action plan template, 10. excel business action plan template, step 1: define your end goal, step 2: break down the goal into manageable tasks, step 3: organize tasks into a timeline, step 4: assign responsibilities, step 5: define success metrics, step 6: review and adapt the plan, step 7: communicate and implement the plan, step 8: monitor progress and update as necessary, step 9: complete and review.

Your action plan is a detailed checklist of items that must happen in order to complete a project or reach a goal. You can make an action plan for virtually anything —and you probably already have!

Think of your action plan as a thorough list of every task included in a workflow or steps in a process. But what makes your action plan different than a simple to-do list is the amount of organization, information, and detail involved.

Your plan justifies the who, what, where, and when of your project and shows how each related task ties back to those ideas. This helps project managers streamline workflows and ensures that every action item is absolutely necessary.

Action plan templates take the “set up” out of setting up your roadmap. Your template may come in the form of a pre-built flowchart, list, document, or table where you can essentially plug and play your project’s information in the proper areas to guide your next steps in the process.

They’re excellent resources to have on hand for fleshing-out fresh ideas, during employee performance reviews when you’re planning professional growth, and so much more. Plus, action plan templates can be customized to more specific use cases and are designed to help you think more proactively and strategically about building processes .

What are the best features to look for in your next action plan template? In a nutshell, there’s a lot to keep in mind.

An action plan template helps you stay on top of your workflows and be more strategic about how you approach them. And since projects vary in complexity, industry, scope, and timelines, no two action plan templates will look or function the same. That’s why it’s so important to make sure you’re looking for the template that best suits your needs, rather than the one that’s just doing the most.

A good rule of thumb is to stick to these five qualities:

  • Multiple views : The ability to choose the way you visualize and complete tasks will put the power back in your hands when it comes to structuring and executing your projects. Every team member works differently, and whether you’re a visual learner or prefer working from a list, multiple views make every person’s preference possible.
  • Highly visual : Especially during brainstorming sessions and R&D, having the option to map out steps in a process is a major asset. Whether your team is using a digital whiteboard or mind map software , highly visual flowcharts and diagrams turn action planning into a more collaborative experience.
  • Intuitive UI : Your template might have all the right features, but if the team can’t figure out how to use them, the value is gone! Make sure your action plan template is easy to navigate, customize, and edit.
  • Collaborative and sharable : An action plan template can be for the entire team, not just the project manager. Everyone involved (including stakeholders) should have easy access to your template and the ability to add updates as needed.
  • Tons of integrations : Integrations extend the functionality of your project management software and fill any feature gaps your template might have.

And that’s just to name a few! Your team or project might require a few other more specific features, but starting with these five will guarantee a powerful and useful business action plan template .

10 Free Action Plan Templates

Now that you’ve got the essentials down, it’s time to set your search in motion! Luckily, project management is kind of our thing. 🤓

We’ve done our homework to bring you 10 of the best project action plan templates for ClickUp, Excel, Word, and more. And the best part? You can download them directly from this blog without even spending a dime. 💰

ClickUp Action Plan Template

Taking the time to create a plan with actionable steps can provide invaluable structure for simple to complex projects!

The ClickUp Action Plan Template sets the stage to review action plans daily, weekly, monthly, and quarterly on a Whiteboard. This process will help make goal-setting easier by providing a simple way to structure the action items, determine deadlines and resources, and track progress toward your objectives. 

If this is your first time using a digital whiteboard , no worries! The Getting Started guide inside this template will walk you through how to set up your canvas. 🎨

ClickUp Corrective Action Plan Template

A Corrective Action Plan (CAP) is a structured action plan outlining the steps needed to address problems and improve the performance of a role, process, or system.

With the ClickUp Corrective Action Plan Template , it’s easy to consolidate data and ideas so everything is in one place. The main elements of a CAP in this Whiteboard project action plan template are organized to shorten the time it takes from identifying a mistake to implementing a solution:

  • Areas for Improvement : Identify the fields around your business operations or team performance that needs changes and attention
  • Problems and Root Causes : Define the challenges, roadblocks, and supporting information of each to analyze and develop a solution
  • Possible Solutions : Consider every factor involved in your corrective plan, and list down all the possible solutions to make a change for improvement
  • Measure of Success : Define your success that’s measurable through key performance indicators or metrics that are applicable and beneficial to your team and overall operations
  • Task Owners : Assign specific team members to every task 
  • Timeline: Allocate enough time to prepare for transitions and improvement as you go through this template

ClickUp Employee Engagement Action Plan Template

The ClickUp Employee Engagement Action Plan Template is a Doc packed with examples to increase employee satisfaction and engagement. It offers step-by-step instructions to get the most out of your template to measure progress on common HR goals :

  • Business strategy
  • People strategy
  • Strategic priorities
  • Communication plans

And that’s just the beginning! You can assign tasks directly in the Doc or connect your employee action plan template to tasks and share it with stakeholders. This reduces the number of feedback channels and shortens the time it takes to approve a plan or assign tasks to team members. 

Pro tip : Use subpages to add training programs, reward systems, and other related activities to keep all your work in one place!

ClickUp Cybersecurity Action Plan Template

A Cybersecurity Action Plan is a written framework outlining the steps and resources required to improve security posture. TechTarget defines security posture as “an organization’s overall cybersecurity strength and how well it can predict, prevent and respond to ever-changing cyber threats.” 

A comprehensive cybersecurity action plan starts with an assessment of an organization’s current security posture —analyzing existing policies, procedures, systems, and infrastructure in order to identify any gaps or areas of vulnerability.

Based on this assessment, actionable steps can be taken to improve technical and non-technical aspects of security like implementing new technologies, processes, and practices. ⚙️

The ClickUp Cybersecurity Action Plan Template is a beautifully-designed Doc for any Security team to quickly customize for audience impact and understanding. As you go through the action plan process, you can collaborate with your team in real-time or async! 

Use this free template to easily protect your ClickUp Docs with the Privacy and Edit controls to prevent unwanted changes to the content of your Pages.

ClickUp SMART Action Plan Template

The ClickUp SMART Action Plan Template helps project managers break down complex tasks into more manageable steps while considering the barriers of time, resources, and expertise. 

The acronym SMART stands for Specific, Measurable, Achievable, Relevant, and Timely. This template organizes each SMART goal category while providing helpful prompts for success! After you’ve filled out each category, highlight your text to create actionable tasks and assign a completion date.

From there, you can navigate between your Doc and tasks easily without opening more browser tabs. 

Need to tweak or make mental notes on your action plan? There’s a section in this template just for that—the Follow Through section. Jot down the review date, key accomplishments, improvement areas, and support needed to keep track of all your work! 

ClickUp Daily Action Plan Template

The ClickUp Daily Action Plan Template is a worthy rival to your coveted to-do list on your company-branded notepad. 

A daily action plan is a blueprint template for organizing and prioritizing tasks throughout the day. It helps us to stay focused and productive, while also helping us to better manage our time. The process involves creating a list of tasks that need to be accomplished each day, assigning a time frame for each task, and most importantly, committing to completing them within that time frame. ⏳

Individuals or teams will benefit from its organized layout and connected view of organizational goals. To begin, open the Getting Started guide within the project action plan template to make it your own so you can use it every day! 

Discover more to-do list templates !

ClickUp Action Priority Matrix Whiteboard Template

An Action Priority Matrix is a visualization tool to help anyone assess and rank tasks based on how much effort is required and how important completing the task is for achieving the overall goal. 

The action priority matrix typically includes four sections: action item/task, importance level, timeline, and completion status. This allows teams to easily rank action items by importance so they can make sure important tasks are completed first and within the allotted time frame. 

Tasks with the potential to improve performance or mitigate risks should be given higher priority than those with no direct impact. Similarly, tasks with short-term deadlines should be treated as a higher priority than long-term goals in an action plan’s timeline.

The ClickUp Action Priority Matrix Whiteboard Template is perfect for project managers looking to optimize their action plans in order to improve performance over time. Teams can more easily identify which tasks need attention first while tracking progress along the way. The Getting Started guide in this template includes formatting tips and examples to get your Whiteboard action plan ready!

Check out more matrix templates and matrix structure examples .

 ClickUp Management Action Plan Template

This ClickUp Management Action Plan Template is built to handle any project, but it’s especially helpful for larger or more complex situations. It provides a structured framework to explain your approaches while tracking progress!

The Doc comes with helpful tips and is organized by the following sections:

  • Introduction to provide context on the problem
  • Goals to list the plan’s success criteria and desired results
  • Action Plan to detail specific tasks, projects, and team members
  • Review and Approval to assign the responsible party

Microsoft Word Business Action Plan Template

This detailed work plan template in Microsoft Word gives you an organized space to document a clear planning process. To track progress on your detailed work plan template, consider using a project management platform (like ClickUp) so you can bridge the necessary resources!

Excel Team Action Plan Template

If you’re looking for a free sales action plan template in Microsoft Excel , we recommend this one! It comes with all the essential categories ( Action Item, Rank, Priority, Owner, Assigned, Due, Done, Status , and Notes ) to develop an effective action plan. 

Listing sales team members might become an administrative burden as roles change or new hires come on board. (Try the No. 6 ClickUp Daily Action Plan Template to avoid this issue!) 

You can also use this as a sales action plan template to keep track of budgets, progression, and sales employees. Using this as a sales action plan template could be a faster way to track your team’s work.

Explore other ClickUp action plan templates:

  • Community Engagement Action Plan Template
  • Real Estate Action Plan Template
  • Fundraising Action Plan Template
  • Construction Action Plan Template
  • Outreach Action Plan Template
  • Contingency Plan Templates

How to Create an Action Plan to Complete Tasks?

Creating an effective action plan is a critical step for businesses seeking to achieve strategic goals and operational improvements. This is where a comprehensive business action plan template becomes invaluable. Use the steps below along with one (or more!) of the ClickUp action plan templates above to get started!

Before diving into the planning process, it’s vital to have a clear understanding of what you aim to achieve with the project. This overarching objective will guide all subsequent actions and decisions, ensuring that every task contributes effectively to the end goal.

Once your goal is defined , list down all the tasks that need to be completed to achieve the goal. Breaking down the goal into smaller, more manageable tasks will make the action plan more approachable and easier to manage.

After task identification, organize them into a logical sequence with a start and end date. Consider dependencies between tasks and ensure there is a realistic timeline that accommodates potential delays or challenges.

Determine who in your team is best equipped to take on each task. Assigning tasks to individuals or teams based on their skills , expertise, and workload to ensure a balanced distribution of responsibilities.

It’s crucial to establish clear metrics for success to evaluate the progress and completion of tasks. This will help keep the project on track and ensure that the outcomes meet the expected standards.

An action plan should be a living document. Periodically review the plan to assess progress and make adjustments as needed. This allows you to address any issues promptly and adapt to changing circumstances.

Ensure that all team members understand the action plan and their roles within it. Clear communication is key to effective implementation. Once everyone is on board, put the plan into action.

As tasks are executed, continuously monitor progress against the plan’s timeline and success metrics. Update the plan as necessary to reflect any changes or shifts in strategy.

Upon completion of all tasks, conduct a final review of the project against your initial goals. This is a time to evaluate the effectiveness of the action plan and gather insights for future projects.

Create a Project Action Plan Template by ClickUp

Any of these 10 templates will start your project planning off on the right foot. But while they all share similarities, a select few stand out for their ease of use, customization abilities, power, and functionality…

Templates by ClickUp. 🙌🏼

ClickUp is more than your average project management tool—it’s the ultimate productivity platform and the only software powerful enough to centralize your work across apps into one collaborative hub.

In fact, ClickUp Whiteboards , Docs, and its 15+ unique project views are just a few of the reasons why teams across industries rely on ClickUp, and how it makes your action plans more valuable from start to finish.

Access the templates linked above and hundreds more from ClickUp’s Template Library , and tons of rich project management features across every pricing plan . Plus, ClickUp integrates with more than 1,000 other work tools to streamline business processes even further.

Sign up for ClickUp today and watch your action plans come to life. 🏆

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Free Action Plan Templates

Updated on November 12, 2022 By admin Comments Off on Free Action Plan Templates

You can acquire these Free Action Plan Templates in MS Word Format to help you prepare and print your own Action Plan easily.

An action plan is simply a checklist of the tasks or steps you must complete to reach the goals you’ve set. It is a vital component of your overall strategic planning process and assists with enhancing teamwork communication. Not only in organizational development but action plans are also used by people to develop a plan to reach their own goals as well.

Action Plan Templates

An Action Plan Template is a smart document prepared by someone who is willing to do something exceptional in life, basically, an action plan will be known as a process by which the following individuals will be able to focus on some crucial ideas. However, an action plan may also note as a procedure in which people can list out all the ideas and steps that must be taken to getting success. No two ways about in order to achieve a specific goal individual may always stand in need to develop an action plan before starting anything.

Here are several free Action Plan Templates in MS Word format to allow you to prepare your own Action Plan quickly. So without wasting more time, check out the below samples and choose one of them for your own.

Action Plan Template

Click on this download button and acquire this Action Plan Template.

download template

Benefits of Action Plans

With the help of an action plan people can decide what steps they need to be taken for achieving their goals, people can accomplish a particular objective in life by following the action plan. An action plan will serve as a sequence of steps, and an individual can set all the steps that must be taken by him/her to get the achievement. People may need to encamp their activities on an action plan that they required to perform well, an action plan is actually a strategy that leads the person toward the way of success.

In addition, an action plan will help you to get what you want or need; seemingly a precise action plan will break the long-term goals into short ones that in some way will be easy for you to be taken. Planning without action is nothing and similarly, action without planning is waste of time and precious resources. You need a comprehensive plan that helps you in defining planning for unforeseen events and an action plan immediately following that planning.

Creating Action Plan Templates

This article will provide some helpful tips on how to develop the best printable action plan. Once you implement these tips, you’ll find that you’re planning gets more done in less time.

  • One way to develop an easy guide to writing an action plan is to use a spreadsheet or a table of contents to list the main points you want to cover in your plan. You can then break your plan into smaller subtopics. This approach makes it easy to re-arrange the information and move it around as necessary. You could even consider making one big action plan and presenting it to your team. Use charts, graphs, and other visual cues to help your team understand the direction you want to take.
  • Gather information on successful action plans and try to get a few of your own ideas. When you review other successful action plans, pay close attention to the details. Then, incorporate these details into your own.
  • If you are starting a new project, the process will likely be a little bit different than if you are completing an ongoing project. In particular, the scope and complexity of your project will likely be greater. Therefore, it may be necessary to find templates that are specific to project requirements. If you already have some knowledge about planning projects, you can use templates that have been proven to work well.

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How to create an action plan (with free templates and examples)

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An action plan template provides a ready-made framework for quickly adding the steps — like tasks, due dates, and assignees — to achieve your project goals. It’s a great way to ensure your project action plans are effective and consistent so everyone understands what’s expected.

In this guide, you’ll learn how to write an action plan step-by-step, with examples for inspiration. Plus, you can download two free action plan templates — including one from our Work OS — to get started immediately.

Download Excel template

What is an action plan?

An action plan is a detailed blueprint that outlines the steps you, your team, or your organization will take to achieve a specific goal. It includes specific tasks or actions with due dates and assignees, a timeline, and the resources required to accomplish your goal.

Action plans include detailed information, such as:

  • A description of each action or task to complete
  • The person responsible for each action
  • Due dates for each task
  • Resources required to complete the action
  • Space to reflect or take notes after you have completed a task

What is an action plan template?

An action plan template is a pre-structured document that gives you a framework for crafting your new action plan. A practical action plan template has designated spaces for each aspect you need to cover, often presented in a table format like this.

Screenshot of monday.com's action plan template

Free action plan templates

Here are two free action plan templates you can download and use today:

Try monday.com’s Action Plan Template:

This action plan template breaks down goals into actionable steps that you can prioritize, assign ownership, and track progress. You can also add start and end dates for each action, plus relevant details and files.

Get the template

Download the free action plan template for Excel:

Why is an action plan template important?

Leaders and managers use action plan templates to speed up the strategic planning process . Rather than spending unnecessary time designing the document used for planning purposes, project managers can simply pull up their template, save a new copy — keeping the existing template intact — and get straight to work scheduling and assigning tasks.

Action plan templates ensure consistency

Additionally, templates help to ensure consistency across plans and teams. When your organization uses the same action plan template for the whole company, it’s easier for team members to interpret and understand the plan — because they’re familiar with the format — and it contributes toward an organized, professional appearance.

Action plan templates help you plan more effectively

Action plan templates help project organizers plan more effectively by offering predefined categories and columns, reducing the chance of human error or omitting information from an action plan. In addition, you can apply any learnings from the project management process to your template. That way, you’ll consistently improve subsequent action plans.

While completing a project, you might find that some of the tasks in your task lists didn’t have clear outcomes. In addition, it wasn’t immediately obvious how to identify when the task was complete. So, you could borrow from the SMART goals framework — Specific, Measurable, Attainable, Relevant, Time-bound goals — and include a new column in your action plan template to note how you’ll measure if the task is complete.

And when using an action plan template built on a Work OS like monday.com, you can add your action plan to relevant project boards, create cross-team automations , and more — making it easier to collaborate with a distributed team in real time.

What are the essential features of an effective action plan template?

Action plan templates should contain the following features:

  • Multiple views — such as tables, timelines, Kanban boards, and Gantt charts to visualize tasks.
  • Task notifications — to detail and assign tasks to team members.
  • Structured layouts — to plan tasks based on priority, status, and resource allocation.
  • Collaboration ability — to maintain notes, comments, and files in one place.
  • Automations — to update task status and notify owners.
  • Status columns — to show the current status, such as Stuck, Working on it, and Done.
  • Dashboards — to track overall progress, timelines, and budgets.

What is the difference between an action plan and a project plan?

A project plan is more detailed than an action plan. Both list the tasks, timelines, and resources required to achieve a desired goal. But project plans also include:

  • Project goals and objectives
  • Project milestones and deliverables
  • Project scope and budget
  • Project roles and responsibilities
  • Project stakeholders and communication schedule
  • Project risk mitigation and contingency plans
  • Project success criteria

You can create an action plan from your project plan to outline the steps required to achieve your project goals.

What are the key elements of a well-written action plan?

A well-written action plan consists of seven components:

  • Goals: define what the action plan aims to accomplish.
  • Steps: detail the actions required to achieve each goal.
  • Items: determine the task dependencies and priorities.
  • Timeline: maps out the schedule and milestones from start to finish.
  • Resources: identify the people, tools, and budget required.
  • Responsibilities: assign tasks to an individual or a team.
  • Review: monitor the overall progress of action items completed.

What are some examples of action plan templates?

Now that we know what they do, let’s look at a few action plan templates.

Business action plan template

This template outlines how to write an action plan to track progress toward a specific business goal.

Example of a business action plan template

( Image Source )

This action plan begins by detailing the primary goal, with the first column dedicated to a breakdown of each action required. For example, if your business goal was to design and launch a new website, your activities might include:

  • Gathering design assets
  • Choosing a color scheme
  • Copywriting for new website pages
  • Assembling design and development teams
  • Creating design wireframes
  • Design and development
  • Launch and promotion

Note that the second to last column in this action plan template is reserved for noting potential hazards. This helps identify roadblocks that might get in the way of achieving your goals to plan around them.

Personal development action plan template

Though action plans are most often used in a business context, they can be a handy tool to help you stay motivated and work toward your personal goals.

Example of a personal development action plan

This template allows you to break down your actions into a step-by-step sequence and includes a “How will I know I’ve been successful?” column to ensure that the actions you write down have a clear outcome.

Corrective action plan template

Creating an action plan can also be a great way to solve a specific business problem or even an issue with a particular employee’s performance. This is known as a corrective action plan, as shown in the example template below.

A corrective action plan template includes important columns, such as “metrics and constraints” — to help users complete tasks and plan for potential roadblocks — and “percent completed” — to help measure the progress toward the goal.

monday.com’s Action Plan Template

As you’ve seen in the examples above, the typical action plan format is a PDF or Microsoft Word document. While this is fine for goal setting and creating the plan itself, it’s not so great for putting it into action.

That’s why we’ve purpose-built a flexible, customizable, intuitive action plan template to use with monday.com.

When you design your action plan on monday.com, you can:

  • Access multiple views (such as a table, Kanban, and timeline) to work in a manner that suits your needs.

Timeline view in the action plan template

  • Assign tasks to individuals and notify them instantly.
  • Comment and collaborate on tasks to keep communication contextual.
  • Design custom automations to save valuable time and ensure nothing slips through the cracks.
  • Report on progress with the Progress Tracking Column.

Screenshot of the progress tracking column on monday.com

Once there is buy-in from the team on the plan, it is easy to copy actions, dates, and assignees over to the task management board.

Because monday.com is a comprehensive Work OS, any action plans you create with this template also integrate with relevant project boards. In addition, comprehensive analytics make tracking easy.

How to write an action plan step-by-step

Never created an action plan before? Then, follow this simple guide and get started with the free template above.

1. Determine your goals

First, you need to understand what you’re trying to achieve. Then, make this goal as specific as possible.

For example, “increase sales” is not a clear enough goal. “Increase sales by 20% in quarter three” is more specific and allows you to set a metric for achieving it.

2. Break down the steps required to achieve each goal

What actions are necessary to get there?

In this example, that might include:

  • Hire three new sales development representatives
  • Increase content marketing budget by $20,000
  • Implement a new sales training program for new hires

3. Determine task dependencies and priorities

Remember: you can’t do everything at once! So now that you’ve broken down that big goal into bite-sized chunks, you need to figure out the perfect order for completing the tasks. In the above instance, you need to hire new sales representatives before starting a sales training program.

4. Set milestones

Now, set some milestones for significant events or checkpoints along the project. Some typical milestones are:

  • Completion of a substantial task or phase of the project
  • A significant event, such as a product launch
  • Important meetings, like customer review meetings

5. Add deadlines

When do you need to complete each task? Setting deadlines for each task helps your team stay on track and allows you to identify if your timeline for the larger goal is realistic.

6. Identify the resources you need

What’s getting in the way of completing these tasks? What do you require — perhaps from leadership or another team — to meet or exceed your goals? In our sales team example, we might need some assistance from the HR department to advertise an open role and attract new applicants.

7. Assign tasks to individuals

Who is responsible for each action? Assign a clear task owner to each task. Ownership doesn’t just make someone feel accountable; it empowers them to take the initiative and solve problems without dragging in management at every twist and turn.

8. Agree on a plan to review progress

Before you jump in and start your project, determine how you will measure progress toward your goals. For example:

  • Will you review your action plan every day or every week?
  • Will the task assignees or the project leader be responsible for updating the plan to reflect progress?

Determining these answers upfront means the action plan remains a living document reflecting actual progress.

Customize our Action Plan Template to your needs today

Prepare and present your action plans with our flexible, customizable Action Plan Template. Team members will love the multiple views, automations, and collaboration features to keep them on point. And you’ll benefit from the Progress Tracking column in your weekly reports to stakeholders.

FAQs about action plans

What’s the difference between an action plan and a to-do list.

An action plan and a to-do list are helpful tools for organizing tasks and achieving goals. A to-do list is a list of tasks to complete, but not necessarily for the same goal or project. Typically, to-do lists are less organized than action plans and can change daily. In contrast, an action plan follows specific steps and includes tasks that all lead to completing a common goal.

What's the difference between an action plan and a strategic plan?

An action plan and a strategic plan are essential for an organization’s long-term and short-term planning. A strategic plan outlines an organization’s vision for the future and helps prioritize goals, make resourcing decisions, and unite employees. On the other hand, an action plan makes the strategic plan operational by providing detailed instructions on how to accomplish those goals.

What’s the difference between an action plan and an implementation plan?

An implementation plan and an action plan are essential documents that help teams execute a project successfully. An action plan focuses on the specific tasks needed to achieve a goal. In contrast, an implementation plan is a more holistic document outlining the steps, teams, and resources required to execute a project successfully.

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Develop Good Habits

13 Action Plan Templates for Excel, Word, PDF, and Google Docs

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Have you figured out what you want out of life ?

Do you have a clear heading for where you want to go, what you want to achieve, or what your legacy will be?

You’ve probably heard of the quote attributed to Antoine de Saint-Exupéry: “ A goal without a plan is just a wish. ”

This is a great reminder that you must have a solid plan for achieving your goals. Otherwise, you will only be daydreaming and you’ll be left with nothing once the dreaming ends.

Today, we’d like to share with you a collection of templates for crafting an action plan for your major goals. Some of these templates are in printable PDF format, while others are in editable formats, such as MS Word, Excel, PowerPoint, and Google Docs.

We hope they will inspire you to take action in life , despite any challenges you might face.

Table of Contents

What Are Action Plan Templates?

An action plan template is a ready-made structure for goal setting. You can write down all the details, such as the specific goals you want to achieve, steps you’ll take, and resources you need for achieving them.

When applicable, action plans also indicate the people who will be helping you achieve your goals, milestones that signal progress, and the timeframe for each specific goal.

Companies and organizations usually use action plans for major projects . However, this goal-setting system can also be used in your personal life.

What Are the Benefits of Having an Action Plan?

Here are some of the ways you can benefit from a personal action plan:

  • Distills your goal, putting emphasis on what’s important to you
  • Provides an overview of your resources
  • Identifies areas where you need help so you can tap the right people to give you a hand
  • Promotes accountability for the goals you’ve set
  • Prevents procrastination , considering that you’ll most likely be working within a timeline
  • Motivates you to accomplish your goals
  • Maintains your motivation, even when you’re faced with challenges
  • Lessens the feeling of being overwhelmed due to the steps you need to take to achieve your goals

Keep on reading to check out some templates that will help you achieve your goals.

1. Goal Setting Action Planner

This action planner helps you create a step-by-step process for tackling your goals. It comes in MS Word format and is fully editable.

The template was designed for business or marketing goals . However, it can easily be edited to become a personal action planner.

Scroll down the original post until you reach the section “Download your own action planner template.” Click on the download link found in this section and you’ll instantly have an editable copy of the template with designated spaces for the following:

  • Action step
  • Responsible person
  • Necessary resources
  • Potential challenges

2. Templates for a Solid Action Plan

Creately offers several template designs to help with your goal setting. These templates are editable online. Signing up and logging in are necessary to save the changes you have made to the templates.

Some of the templates from this source are action plans for different purposes. Each one has unique features to give you as much detail as possible for achieving your goal.

3. PPT Templates for Action Plans

This collection of action plan templates is available for purchase and helps create a system for achieving deliverables and major work projects.

The collection contains visually appealing PPT slide templates that help lay out your action plans in different work scenarios.

4. Action Plan Google Slides Templates

SlideUpLift has a vast library of stunning PowerPoint templates for creating action plans for different goals. These templates help you deliver riveting presentations.

You can choose from a wide array of designs and specific purpose for your template.

A paid membership is required to access the full collection of resources and download the templates you need. Pricing differs for each template design, which can also be purchased individually.

5. A Robust Action Plan

This template shows an example of an action plan in full force. It is set up with monthly goals, tasks to do, person responsible, desired outcomes, etc., to help organize and keep track of everything related to goal setting.

The template from Monday.com also features a progress bar that shows, at a glance, how close to completion a goal is.

6. 90-Day Action Plan

An action plan is quite useful when you’re a new employee.

This template is designed to help plan the first three months of your new job or new role at work. It helps you prepare to do your job well and make improvements where they are needed.

Overall, this template is your guide to performing well and making positive contributions early on in your workplace.

7. Action Planner

This template helps clarify the goals you want to pursue. Spaces are designated for writing a list of up to four objectives or goals, tasks that propel the goals forward, success criteria, and the time frame for achieving them.

Clicking on the image of the template in the original post takes you to its PDF version, which you can download, edit, and print.

8. 3-Month Goals Action Plan

This PDF template has designated spaces for writing down your major goals for the next three months. Below each goal, there is space provided for listing down the mini-tasks that will help you achieve the month’s major goal.

The creator of this template compares the incremental actions that lead to a goal’s completion to the act of eating an elephant. It is something that can be accomplished one bite at a time.

9. Personal Plan Template

This simple template for creating your action plan encourages you to answer several key questions about the goals you want to achieve.

It lets you reflect on:

  • Why you want to achieve this goal
  • Where you are headed (your vision)
  • What success looks like for you
  • What options you have
  • How you’re taking the steps to accomplish your goals
  • Who will be helping you

10. “No More Excuses” Action Plan

Have you been procrastinating on your goals? Here’s a template that helps you get out of that rut and pursue your big goals.

The template helps you identify:

  • What needs to be done
  • Who will do it
  • When the deadline is
  • What you need (in terms of resources)
  • Potential barriers to your success
  • The results of your actions

11. 120 Day Action Plan Slides

This template is designed to help professionals create a comprehensive plan of action that covers 120 days. You can use it for creating your action plan for personal development, as a roadmap for the goals your team is set to achieve for the next four months, or for a major project at work.

The template is downloadable in PPT, Apple Keynote, or Google Slides format.

12. Project Goal Action Plan

Need a document template to guide you every step of the way toward accomplishing your goals? Here’s a PDF template from Guru.

The three-page template lets you create action plans for three major goals or projects. Every goal you specify has spaces designated for writing the deadline, stakeholder, and details of your project/goal.

The simplicity in this template’s layout makes it a useful document for easy reference of the goals you’re currently working on.

Signing up with an email address is required to get this template.

13. Daily Action Plan

According to the creator of this template, an effective action plan is one that uses action verbs to create the process for reaching your goals.

This template provides space for writing your daily actions that will bring you closer to your goals. It might involve contacting the right people who can help you move forward, creating meaningful content to share in social media, setting meetings for brainstorming, etc.

At the bottom of the template, space is reserved for writing down the results of the day’s actions that you can review and gauge for success.

Final Thoughts on Action Plans

An action plan is necessary to clarify the goals you want to achieve. It also serves as a roadmap on how to succeed, so you don’t lose motivation and feel overwhelmed along the way.

Hopefully, this action plan template collection can inspire you to begin writing down your goals and planning the steps you need to take to achieve them.

If you enjoyed this post, you might also want to visit the following resources for successful goal setting:

  • A Goal Without a Plan Is Just a Wish: 3 Lessons for This Quote
  • How to Take Action in Life: 13 Simple Steps
  • 22 Goal Ideas to Set and Achieve for a Better 2023
  • 4 Free SMART Goal Setting Worksheets & Templates [2022 Update]
  • 10 Daily Goal Examples to Help You Conquer the Day

Finally, if you want to take your goal-setting efforts to the next level, check out this FREE printable worksheet and a step-by-step process that will help you set effective SMART goals .

action plan templates | printable action plan templates | action plan templates for word

Status.net

How to Write an Action Plan: Step-by-Step (Examples)

By Status.net Editorial Team on November 9, 2023 — 9 minutes to read

Understanding Action Plans

An action plan is a detailed roadmap of the necessary steps you need to take to achieve a specific goal or objective. It’s like a GPS that guides you from your starting point to your desired destination. Creating an action plan helps you break down a large goal into smaller, more manageable tasks, which makes the goal feel less overwhelming.

To start, you should first identify your end goal and be as specific as possible. For example, if you want to increase sales for your business, set a target like “Increase sales by 20% within the next six months.” This will give you a clear vision of what you want to achieve and make it easier to measure your progress.

Next, list the necessary actions or tasks required to reach your goal. These can be further divided into smaller tasks that are easy to understand and implement. For example, to increase sales, you could:

  • Improve your online presence by revamping your website, optimizing it for search engines, and posting regularly on social media platforms.
  • Reach out to potential clients through email campaigns and cold calls.
  • Offer promotions or discounts to incentivize new customers to try your product or service.

Now, it’s time to set a timeline for each task. Deadlines will enable you to monitor your progress and stay on track. Assign realistic due dates for each task, and if needed, break them down into smaller milestones.

To ensure your action plan’s success, make sure to assign responsibility for each task. If you’re working with a team, delegate tasks according to each team member’s strengths, skills, and workload. This will help ensure everyone knows what their responsibilities are, and they are held accountable.

Lastly, always monitor your progress and evaluate your action plan’s effectiveness. Regularly review the tasks you’ve accomplished, and make note of the tasks that were challenging or required more time than anticipated. This self-assessment will help you improve your action plan and make necessary adjustments as you work towards your goal.

Example Action Plan

Goal : Increase sales by 20% within the next 6 months (By January 1st, 2025)

Actions : 1. Improve online presence a) Revamp website design – Due October 15th b) Optimize website for SEO – Due November 1st c) Post regularly on social media (1x/week min) – Ongoing

2. Reach out to potential clients a) Create email marketing campaign – Due September 15th b) Start cold calling campaign (10 calls/day) – Start October 1st

3. Offer promotions a) Design promotion flyers – Due September 1st b) Run month-long 20% off sale – October 1-31st

Monitoring : – Check website analytics weekly – Track new clients monthly – Evaluate sales figures monthly – Adjust plan as needed at monthly meetings

Responsibilities : – John to revamp website – Susan to handle social media – Michael to create promotions – Jennifer to manage outreach campaigns

Steps to Creating a Powerhouse Action Plan

First, identify your goal . Be specific about what you want to achieve and set a time frame for accomplishing it. This will help keep your efforts focused and prevent you from getting overwhelmed by smaller tasks. For example, instead of “increase sales”, choose “increase sales by 20% in the next six months”.

Next, break your goal down into smaller, manageable tasks . Create a list of activities or steps that must be completed in order to reach your goal. If your goal is to Increase sales by 20%, some tasks might be:

  • Research your target market
  • Develop a marketing strategy
  • Improve product offerings
  • Train your sales team

Assign a deadline and responsible party for each task on your list. This will help ensure that all tasks are completed on time and that everyone knows their role in achieving the goal. Make sure to set realistic timelines for each task, taking into consideration the resources and time available.

Here’s an example:

  • Research your target market – due in one week – assigned to Jane (marketing specialist)
  • Develop a marketing strategy – due in two weeks – assigned to marketing team

Monitor your progress regularly. Keep track of your progress by using tools such as calendars, project management software, or a simple spreadsheet. Regularly assess whether you’re on track to meet your goal and adjust your action plan if needed. For example, if a task is taking longer than expected, you may need to reassign resources or revise the deadline.

Celebrate your milestones and learn from setbacks . Along the way, take the time to acknowledge and celebrate your successes, as well as learn from any setbacks or challenges. This will help maintain motivation and encourage continuous improvement.

Finally, communicate your action plan to all stakeholders involved, such as employees, investors, or clients. Clear communication ensures everyone understands the goal, their responsibilities, and the expectations for the project.

Defining Clear and Smart Goals

Specific goals.

When creating your action plan, start by setting specific goals. These are clear, well-defined goals that leave no room for ambiguity. You should know exactly what needs to be accomplished and how you plan to achieve it. For example, instead of aiming for “increasing sales,” set a goal like “increase sales by 15% over the next six months.”

Measurable Goals

Your goals should be measurable so that you can track your progress and know when you’ve achieved them. This involves identifying quantifiable indicators that will help you determine your progress. For instance, if your goal is to increase sales, a measurable component can be the number of units sold or the amount of revenue generated within a specific timeframe.

Achievable Goals

When setting goals, make sure they are achievable and realistic based on your current resources and constraints. Consider your team’s capabilities, time, and budget. Unattainable goals may negatively impact your motivation and morale. For example, if you have a small team with limited resources, setting a goal to double your company’s size within a month might be unrealistic. Instead, aim for a modest yet challenging growth rate that can be achieved with your available resources.

Relevant Goals

Your action plan goals should also be relevant to your organization’s mission and vision. These are goals that align with your overall strategic plan and contribute to its long-term success. Relevant goals ensure that your efforts are focused on high-impact areas and avoid unnecessary distractions. For example, if your business is focused on sustainability, a relevant goal might be to reduce your company’s carbon footprint by 20% in the next year.

Time-bound Goals

Finally, ensure that your goals are time-bound, meaning they have a deadline for completion. Deadlines keep your team accountable and help maintain a sense of urgency, which is crucial for staying on track and achieving your objectives. A clear timeframe also allows you to measure your progress and adjust your plans as needed. For instance, you could set a goal to expand your customer base by 10% within the next quarter.

Assigning Roles and Responsibilities

When creating an action plan, it’s important to assign roles and responsibilities to your team members. This helps ensure tasks are completed efficiently and everyone is clear about their duties. Here’s how to do it effectively:

  • First, identify the necessary tasks to achieve your goal. Be specific about what needs to be done and break it down into smaller steps if needed. For example, if your action plan involves promoting a new product, tasks could include designing promotional materials, creating social media posts, and reaching out to potential partners.
  • Next, evaluate the skills and expertise of your team members. Consider their strengths, weaknesses, and past experiences with similar projects. This will help you match team members with tasks that best suit their abilities. For instance, someone with graphic design expertise should be responsible for creating promotional materials.
  • Once you’ve determined which team members are best suited for each task, clearly communicate their roles and responsibilities. This can be done through a project management tool, an email, or a team meeting. Make sure everyone is aware of their duties and the deadlines for each task.
  • Keep track of everyone’s progress, and hold regular check-ins to see how each team member is doing with their assigned tasks.
  • Be open to adjusting your action plan and roles as necessary. Sometimes, unforeseen challenges can arise and require you to modify your plan.

Creating a Time Frame

When working on your action plan, it’s important to establish a realistic time frame for achieving your goals. This helps you stay on track and prioritize tasks effectively. We will walk you through the process of creating a time frame for your action plan.

  • First, break down your primary goal into smaller, manageable tasks. Think of these tasks as stepping stones that will lead you toward your overall objective. For example, if your goal is to start a new business, your tasks might include researching your target market, establishing a budget, and developing a marketing strategy.
  • Next, assign a deadline to each task. Deadlines should be specific and set in stone but make sure to be flexible enough to adjust as necessary. Use a calendar or planner to visualize your timeline, marking important dates and milestones. For example, you could set a four-month deadline for completing market research and a six-month deadline for securing initial funding.
  • To keep yourself accountable, set reminders or notifications for important deadlines. This can be done using digital tools like smartphone apps or traditional methods, such as sticky notes on your workspace. Regularly reviewing your progress and adjusting your time frame when needed will help you stay on track.
  • Lastly, consider any external factors that might impact your time frame. Are there seasonal events, holidays, or industry-specific deadlines that could affect your ability to complete tasks? Factor in these considerations as you build your timeline.

Resource Allocation

When creating an action plan, resource allocation plays a major role. You’ll need to determine the resources required for each task and how they’ll be distributed among team members. This usually includes time, budget, and human resources.

  • Start by estimating the time each task will take. Break tasks down into smaller chunks and allocate a specific deadline to each. This will help you prioritize tasks and balance workloads for your team members. For example, if designing a marketing campaign takes four weeks, divide it into weekly tasks like conducting market research, creating promotional materials, and setting up advertisements.
  • Next, determine the budget needed to complete your project. Identify any expenses such as salaries, equipment, software, and project-related costs like travel. Create a budget for each task to avoid overspending, and allocate funds accordingly. Using our marketing campaign example, allocate separate budgets for market research tools, graphic design tools, and advertising platforms.
  • Lastly, allocate human resources to tasks based on their skills and expertise. Delegate responsibilities to your team members, ensuring that everyone has a clear understanding of their role in the project. If needed, identify additional hires or outside consultants to fill gaps in your team’s expertise. For instance, if your team lacks graphic design experience, consider hiring a graphic designer or outsourcing the work to a design agency.
  • How to Write a Perfect Proposal Letter: Step-by-Step (Examples)
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  • Individual Development Plan [Examples & Templates]
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All Formats

Plan Templates

14+ word action plan templates.

Before starting any project, you need to have a proper action plan regarding it. The action plan consists of many things, your strategy, goals, contingencies, etc. Different situations require different action plans. To help you with this, we have compiled a list of different Action Plan Templates. By using these plan templates , you can create a productive action plan that will surely help you in achieving your goal. Check out the links given below the descriptions of the templates.

action plan format in word

Plan Template Bundle

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Action Plan Template

action plan template

Simple Action Plan Template

simple action plan template

Daily Action Plan Template

daily action plan template

Business Action Plan Template

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Training Action Plan Template

training action plan template

Project Action Plan Template

project action plan template

Corrective Action Plan Template

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Sample Corrective Action Plan Example

corrective action plan template

Marketing Sales Action Plan Template

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> How to Use the Action Plan Templates?

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Free Training Action Plan Template

training action plan template

Health & Safety Action Plan Template

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> Who Can Make Use of Action Plan Templates?

Emergency action plan template.

emergency action plan template

Incident Action Plan Template

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> What are the Benefits of Using an Action Plan Template?

More in plan templates, sample printable sales action plan template, post-training action plan hr template, accounting action plan template, action plan for business template, hr action plan template, nonprofit organization continuous improvement action plan template, action plan timeline template, sample emergency action plan template, basic emergency action plan template.

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Action Plan Template [Word]

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An action plan is a comprehensive document that outlines the specific steps required to achieve a particular target or goal. This plan can vary in complexity from simple task assignments to detailed project management plans.

action plan template

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action plan format in word

How to make an action plan

An action plan can be developed using a few key steps:

Identify your objectives and ensure they are measurable and attainable.

Establish the actions or tasks needed to achieve your objectives.

Delegate responsibility for each task to members of your team, clearly defining what is expected of them.

Establish a timeline or deadline for each task, ensuring you manage time effectively and that tasks are delivered on schedule.

Monitor progress regularly and update the plan as necessary.

How to use an action plan template

Using a template for your action plan can greatly simplify the process and ensure a comprehensive plan. Typically, an action plan template will have sections for you to fill in the objectives, tasks, responsibilities, timeline, and other relevant details.

This helps ensure that you do not overlook any key aspect when planning. Templates can also be digitally managed, allowing for real-time updates and progress tracking.

Action plan FAQ

What is the primary purpose of an action plan? An action plan’s primary purpose is to outline the steps necessary to achieve a goal or objective, ensuring each task is delegated and has a clear deadline.

Can I modify my action plan once it is created? Yes, you can modify your action plan once it’s created. An action plan is a dynamic document and should be updated regularly as the situation demands. It should be seen as a guide rather than a fixed plan.

What level of detail should be included in an action plan? The level of detail that should be included in an action plan is however much is necessary to provide a clear guideline without being so overly elaborate that it becomes cumbersome to use.

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Matthew Zane is the lead editor of Zippia's How To Get A Job Guides. He is a teacher, writer, and world-traveler that wants to help people at every stage of the career life cycle. He completed his masters in American Literature from Trinity College Dublin and BA in English from the University of Connecticut.

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Action Plan Template (MS Word+ 7 Excels)

Use this Action Plan template to identify what you plan to accomplish in your business, what you need to prioritize, and how you will share these objectives.

This Action Plan template pack includes a 14 page Word template and 7 Excel spreadsheets to organize your planning activities.

Download Now!

MS Word Template: Blue Theme

Use this Action Plan template to:

  • Scope the big picture – Outline what you want to accomplish with objectives, budget, time and tie each deliverable to an action step.
  • Break out smaller tasks – Assign tasks to team members. Consider the deadlines in terms of allocating resources.
  • Create a list of action steps – For each task, prepare a list of to-dos ranked in sequential order.
  • Prioritize – Some steps are more important that others. Prioritize steps based on deadline, task, and the number of steps remaining.
  • Communicate – Circulate the plan to team members that have been assigned tasks.
  • Complete deadlines on time – Estimate when tasks will be finish based on the rate of action step completion.
  • Track results – Evaluate performance and implement continuous monitoring procedures to ensure the project stays on track.

MS Word Template: Red Theme

The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles.

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

Action Plan: 7 Free Excel Templates

5 Year Action Plan

Action item Log

Performance Indicators

Responsibility Matrix

Action Plan: 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

Action Plan Template Pack

The templates are in Microsoft Word and Excel .

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65 Free Action Plan Templates For Excel, Word, PDF, PowerPoint, and Google Docs

Last Updated on April 14, 2022 by Owen McGab Enaohwo

65 Free Action Plan Templates For Excel, Word, PDF, PowerPoint, and Google Docs

Featured Bonus Content: Get 65 Free Action Plan Templates! Click Here To Download It.

If you don’t want to spend years wishing you achieved your goals, you need to act on them now. The best way to do so is to have an action plan.

Having a long list of tasks to complete can be overwhelming. As you see the list grow, you may lose the motivation to do any of them. That said, if you have a step-by-step action plan that spells out your chores in achievable pieces, you can accomplish them without noticing.

Action plans assist in keeping track of your work progress. With an action plan in place, you’ll have an official start and end date, as well as an estimate of how long each step will take. You won’t have to spend mental energy each day trying to decide when and how to start. 

Also, you can use an action plan to keep track of your project budget and determine whether you need to change your time or resource estimates.

In this in-depth post, you’ll learn what an action plan is, why you need one, and how to make action plan templates on Microsoft Excel, Word, PDF, PowerPoint, and Google Docs.

We’ll also answer some frequently asked questions about action plans. Finally, we’ll give you access to 65+ free, editable, and downloadable action plan templates for Word, Excel, PowerPoint, PDF, and Google Docs.

Let’s get started.

Chapter One: What is an Action Plan and Why Do You Need One?

Chapter Two: Action Plan Templates For Excel

Chapter Three: Action Plan Templates For Word

Chapter Four: Action Plan Templates For PDF

Chapter Five: Action Plan Templates For PowerPoint

Chapter Six: Action Plan Templates for Google Docs

Chapter Seven: How to Make an Action Plan on Excel, Word, and Google Docs

Chapter eight: action plan templates frequently asked questions (faqs), chapter nine: create and manage your action plans using sweetprocess.

What is an Action Plan and Why Do You Need One?

Every situation benefits from having an action plan. It is a simple success roadmap if used judiciously. In your job, business, or personal endeavor, a well-designed action plan will highlight what to do at every point and assist you in tracking achieved tasks. 

For instance, do you want to switch to a tech career by a specific age? An action plan helps you consider your existing qualifications, identify your existing strengths, and point you to the courses you’re going to need to take to successfully achieve this transition. You can also include the top tech organizations you’ll hopefully transition into.  

If you’re working on a project, the action plan forces you to consider the number of resources you have at your disposal, the complexity of the project or objective at hand, and the level of detail necessary when executing the project. 

What is an Action Plan?

Action plans are communication tools that simplify complex tasks and initiatives. It is an organizational strategy framework for identifying steps that you must take to achieve a goal. 

When using an action plan, you should consider and map out specific tasks to help the organization set quality standards and save costs. This enables you to avoid trial and error as much as possible. 

An action plan is a social planning tool. With it, you can document actions that serve as a symbol of a company’s or nation’s accountability. 

For instance, an action plan might be used by a city to express plans to enhance a neighborhood. This could involve plans for adding green spaces, services, living streets, and better rail service.

Why You Need an Action Plan

Many companies have a growth strategy, but nothing gets done at the end of the day. This happens because they have no action plan to follow to provide a roadmap for how and when to complete each task. 

Your action plan is a working document that makes your strategy a reality. As a result, you achieve your tasks and allocate resources to your team for efficient job implementation.

You need an action plan so you can:

  • Focus on specific goals

Action plans provide you with the framework to efficiently execute specific tasks, so you complete your work without distractions. 

  • Logically complete tasks

It assists you in completing your tasks in a logical order and ensures that you do not overlook or miss any essential steps. 

  • Effectively delegate tasks

Action plans make it easy to determine when you need to delegate or outsource tasks. The document quickly points you to what job to outsource and how to do it. That way, you’ll save time and effort as you’re able to delegate tasks that slow your progress or do not achieve the end goal for your business. 

  • Efficiently keep records 

Having an action plan lets you document the time and resources you’ll likely spend on tasks. This way, you stay motivated and ensure that you complete your job in as short a period as possible.

  • Avoid procrastination

With an effective action plan, you’ll avoid procrastination. This is because an action plan provides you with a visual map that documents achievement in a structured manner. As a result, it helps you see your progress when you need to complete each job faster. 

What You Should Include in Your Action Plan

What You Should Include in Your Action Plan

Action plans are likely to fail for two reasons: You may not take action as written on the document, or you fail to include the essential points to make the path to success clear in the action plan.

When creating an action plan, here are the specifics to include to use it efficiently.

Define your goal

You need to understand your goal before creating an effective action plan. Having this at the top of your action plan motivates you to keep moving forward.

State the actions 

Write out the step-by-step actions that are involved in doing every task. This will help you to achieve your set goals and minimize decision fatigue.

List the persons in charge 

Mention the employees who will be handling each step. This introduces accountability to your action plan and creates a sense of responsibility in the mind of stakeholders.

Timeline 

You’ll be less likely to achieve your goals if you don’t attach your set goals to a particular deadline. Having a deadline for each step keeps you on your toes to effectively deliver your tasks.

Resources 

Identify the assets you need to allocate for each step. When resources are not available, your action plan will experience a delay. Therefore, in your action plan, ensure that you include plans to acquire the necessary resources to meet your project delivery deadline. 

Potential barriers 

Be mindful of the factors that can potentially hinder the completion of each step. Considering this will force you to have mitigation strategies in place for every foreseeable problem that arises.

Track your progress

It won’t be fair to realize that your goals won’t be met at the end of your task. You should track your progress to avoid this. Not tracking each process leads to mistakes and inefficiencies, and you’ll waste time going back to fix your errors. 

Why Use an Action Plan Template?

Are you a worker who wishes to enhance your job performance, or a project manager whose task is to delegate responsibilities to team members? 

You need an action plan to help organize human and material resources. With this, you can identify a clear route to meet your objectives and confidently manage related tasks in the most effective sequence to attain your goal.

But creating an action plan from scratch could be time-consuming for you. Hence, the need for an action plan template.

Action plan templates are industry-specific, ready-made documents that you can instantly download and use. 

You need to use action plan templates because they not only help you stay motivated and track your progress toward your goals, but they also help you save time as you can adopt them very quickly.

Whether you’re working alone or with others, action plan templates guide you in all categories of your work and can be a reference for those who should be held responsible for each task. Using an action plan template helps you prevent delays and errors.

Action plan templates enable you to transform your vision into attainable objectives and tasks. 

How to Make an Effective Action Plan

To make an action plan, here are steps to consider:

Step 1: Define the problem

The first step to solving a problem is to understand what it is. By identifying the problem, you can assess the circumstances surrounding the problem and examine possible solutions.

At this point, you’ll consider all ideas and ask for feedback from your team and the parties interested in solving the problem. 

Step 2: Gather and analyze information

The next step is to gather and analyze the collected data to support or reject whether the problem exists or has a different root cause than you anticipated. 

You would figure this out by asking questions like: 

  • What is the root source of the problem?
  • What do others think about the situation? 

Step 3: Define and prioritize the problems

In cases where you find there are more problems than the ones you envisioned, there is a need to prioritize them so that you may focus on the most pressing issues first. 

Ask yourself the following questions to assist you in sorting the concerns:

  • Which issue is likely to cause more problems?
  • Which problems have the most considerable influence on the operation’s long-term financial stability?

Step 4: Write a goal statement for each solution

Now that you’ve identified the problems and gathered information associated with it, write out the goals’ statement for each solution using the S.M.A.R.T framework. Setting S.M.A.R.T. objectives or goals means the goals are specific, measurable, attainable, realistic, and timely. 

You should then look through the solutions and analyze them for difficulties. If you identify any, then find a solution as you proceed.

Step 5: Put solutions into action—the action plan

Next is to itemize the actual steps to solve the issues. 

An action plan developed this way will let you complete your tasks effectively and efficiently. It will also transform your elusive goal or strategy into a people-oriented solution. 

Then create your resulting action plan. This should answer what, when, how, where, and who.

Step 6: Evaluate your process

Walk through each action’s process. Evaluating the process is the best strategy to determine if the goal and action plan effectively resolve the issue. 

Sticking to a well-designed monitoring technique will assist you and your team in determining when the action plan requires revision.

Chapter Two: Action Plan Templates for Excel

Excel is an intuitive tool for creating an action plan template. We’ve compiled some free action plan templates for Excel below, which you can download, tweak, and use for your organization.

  • Work action plan template 

Work action plan template

Click here to download the Work Action Plan Template

The work action plan template contains a list of actions you must complete to accomplish a simple project. In addition, it has sections documenting needed resources, possible difficulties, and results. 

You can use your action plan to structure tactics and modest stages toward reaching long-term objectives. 

  • Corrective action plan template

Corrective action plan template

The corrective action plan template lets you spell out the steps needed to deal with an issue disrupting your organization’s operations. 

Businesses can streamline their procedures and remove errors when they use these templates. Corrective action can take numerous forms, including training, product redesigns, and other enhancements. This template enables users to make a cohesive action plan. 

  • Mentoring action plan template

Mentoring action plan template

A mentoring action plan template identifies the mentor and mentee relationship’s actions and goals. With this template, you’ll have the themes to focus on to help your mentee define their professional goals.

  • Excel sales action plan template

Excel sales action plan template

The Excel sales action plan template helps you plan your sales targets using the built-in flexibility of an Excel spreadsheet. This sales plan template is segmented into 12 months and divided into product lines. 

It includes columns for last year’s performance, current sales goals, and outcomes. It also lets you create a yearly sales strategy and compare statistics across products and over time.

  • Maintenance action plan template

Maintenance action plan template

A maintenance action plan template is a document that outlines what must be done to keep assets in a facility in good working order. The information in the template will assist you in ensuring that an asset is used to its full potential. You can keep track of maintenance schedules using the estimated time column, and check and record accountability when the task is complete.

Chapter Three: Action Plan Templates for Word

Microsoft Word is one of the most straightforward tools for making an action plan template. It provides you with easy-to-use features to achieve an easy-to-read, comprehensive document.

Here are some free action plan templates for Word, which you can

download, tweak, and use for your organization.

  • Project action plan template

Project action plan template

The project action plan template provides you with a place to document the steps needed to finish a simple project or goal. In addition, it identifies the vital tasks you need to focus on to deliver your projects within timelines successfully. 

  • Blank action plan template

Blank action plan template

The blank action plan template outlines a series of stages or activities that must be done to complete the work or task correctly. It helps you keep track of task accomplishments and the money and equipment needed to execute the action. 

  • Sales action plan template

Sales action plan template

A sales action plan template outlines what you’ll do to meet your sales objectives, with an emphasis on the transactions and relationships you can build with clients.

Things included in this template are: 

  • Who your top customer segments are
  • Your revenue target
  • How to structure your teams for success 
  • Sample corrective action plan template

Sample corrective action plan template

A sample corrective action plan template helps you lay out the process of prioritizing and correcting specific hazards or deficiencies in running your organization. In addition, it helps you to deal with any issue that may disrupt your workflow. 

It has sections to streamline your work process while eliminating errors.

  • Startup action plan template

Startup action plan template

This startup business plan template includes the essential elements you’ll need to pitch investors and stakeholders on your business idea and strategy. 

An executive summary, a financial overview, a marketing plan, specifics on product or service offerings, and more are all included in the template.

  • Personal development action plan template

Personal development action plan template

The personal development action plan template provides you with an assessment for personal growth in the context of professional goals, education, relationship, or self-improvement. This is usually based on awareness, values, reflection, goal setting, and planning.

  • Non-profit action plan template

Non-profit action plan template

A nonprofit action plan template outlines your organization’s current state and lays out a strategy for the next three to five years. It also details your objectives and plans for achieving your organizational goals. 

You need to consistently update your charity business plan to reflect your changing goals and circumstances.

  • Account action plan template

Account action plan template

The account action plan template provides your sales team with practical and effective strategies for transforming major account relationships into long-term partnerships. 

It serves as a tool for the sales team to plan and manage the account and keeps critical developments up to date for management. It’s also used to maintain control of the account’s performance.

  • Basic action plan template

Basic action plan template

The basic action plan template contains sections to focus on when achieving your fundamental goals. It allows you to create action stages that you can prioritize and keep track of when completing your project while you measure progress and evaluate performance. 

  • Education action plan template

Education action plan template

An education action plan template allows you to monitor the progress of a new educator through the set objectives toward a goal of achieving professional growth. Also, it provides instructional assistance and comprehensive assessment across educational boards. 

  •   Sample action plan template

Sample action plan template

This sample action plan template allows you to manage your work and complete tasks on schedule. It provides you with information such as the purpose of your plan, instructions for using it, goals, and action items. 

It also allows you to add the timeframe for completion, who is responsible, resources, potential hurdles, communication strategy, evaluation method, and so on.

  •   Simple action plan template

Simple action plan template

The simple action plan template allows you to keep track of the tasks that must be accomplished daily to achieve a larger goal. You can document your objectives, task list, success criteria, timeframe, and available resources. Each page has a label where you may enter information about your firm in addition to tables and images.

Chapter Four: Action Plan Templates for PDF

You can easily create your action plan templates in PDF format. We’ve compiled 20+ free action plan templates for PDF, which you can

  •  Recruitment action plan template

Recruitment action plan template

The recruitment action plan template helps you recruit potential partners for your company. It includes responsibilities for recruitment and appointment, and recruitment timing so that potential partners are tracked and approached on time.

  • Team action plan template

Team action plan template

The team action plan template includes sections for listing team members and keeping track of attendance at multiple planning sessions. 

It also includes all of the necessary components for producing an effective action plan for a team with a straightforward layout that makes group work more accessible. 

  •   Epilepsy action plan template 

Epilepsy action plan template

The epilepsy action plan template includes a section for healthcare providers and patients to collect data about the patient’s health. 

This template encourages healthcare practitioners to use a shared decision-making approach that allows the person with epilepsy and their family to engage as partners in all healthcare decisions in a collaborative relationship.

  •   Emergency action plan template

Emergency action plan template

The emergency action plan template outlines detailed procedures for dealing with any work-related situation that is likely to occur. An emergency action plan is a written strategy that specifies the proper response to several unforeseen emergencies. 

This template makes it easy to create and share emergency action plans that include names and phone numbers for emergency personnel, utility company emergency contacts, and training plans.

  • Business action plan template

Business action plan template

A business action plan template lays out the needed resources to achieve a goal, creates a timeframe for completing specific activities, and determines the resources required to achieve the business’s aim. 

This template has sections for recording required resources, future challenges, and ultimate outcomes. Successful completion of an action item may be the end outcome, or you might have discovered more actions needed during the process. 

  • Incident action plan template

Incident action plan template

The incident action plan template is a written document that outlines the incident objectives and the techniques used to manage them over the operating time. 

It contains critical information on who to contact in an emergency, task assignments, resources, and safety requirements, based on the incident objectives.

  • 90-day action plan template

90-day action plan template

A 90-day action plan template contains a framework for onboarding, acclimating, and educating new team members. It establishes expectations for what the person is expected to do in the first 90 days including learning and performance objectives.

A 90-day action plan template helps you set short- and long-term goals for new employees.

  • Affirmative action plan template

Affirmative action plan template

An affirmative action plan template defines your company’s attempt to provide equitable employment opportunities and encourage employee progress regardless of gender, ethnicity, disability, or veteran status. Based on federal rules, affirmative action should be reviewed and updated at least once a year.

  • Strategic action plan template

Strategic action plan template

A strategic action plan template provides you with steps needed to achieve strategic actions. It allows you to mobilize the resources needed to carry out those activities to ensure timely task delivery. 

  • Housekeeping action plan template

Housekeeping action plan template

The housekeeping action plan template shows how to recruit and train housekeeping staff. It delineates the goals and objectives for training as well as the training stages. 

  • Human resources action plan template

Human resources action plan template

The human resource action plan template provides a continual process of systematic planning beforehand to ensure that the organization’s most important asset (quality employees) are used to their full potential. 

Human resource planning ensures that employees and jobs are a good match while preventing labor shortages or surpluses.

  • Church emergency action plan template

Church emergency action plan template

A church emergency action plan template is a document that provides answers to all questions of what, where, when, how, and who in a church emergency event. 

The more detailed the plan is, the less valuable time will be lost in a calamity. In addition, this plan can provide information on a familiar gathering spot in an emergency, ensuring that no one is left behind.

  • Physical fitness action plan template

Physical fitness action plan template

The physical fitness action plan template allows you to complete the daily fitness routine. By completing the fitness action plan you reduce the chances of developing certain illnesses and diseases that may arise due to inactivity. Physical activity aids in the maintenance of healthy bones, muscles, joints, as well as weight management. 

  • Company emergency action plan template

Company emergency action plan template

The company emergency action plan template documents all the critical and significant information to create a solid emergency action plan. This template comes with various headers, sections, and fields that you can modify to suit your company’s specific needs.

  • Discipline action plan template

Discipline action plan template

A discipline action plan template contains the information necessary to maintain a company’s or organization’s standards of behavior. In the workplace, the purpose of discipline is to correct wrong behavior step-wise and document each step in the process. 

A disciplinary action policy can shield you from legal implications while also preventing issues from impacting your staff and company. 

  •   Diving emergency action plan template

Diving emergency action plan template

The diving emergency action plan template provides explicit instructions to help uneducated witnesses contact emergency personnel and provide them with details about diving accidents.

In an emergency, processing too much information wastes time. So information that includes a scuba-specific emergency hotline, standard emergency numbers, and diving locations are essential. 

  • Personal mental health action plan template

Personal mental health action plan template

The personal mental health action plan template makes personal health goals simpler for you, although planning personal health does take time and effort. 

Still, the template emphasizes the significance of prevention while also recognizing the critical role of mental health in achieving health for all individuals.

  • Early years action plan template

Early years action plan template

The preschool or early years action plan template allows you to create the school action plan for your children, making it easier for them to learn and grow. 

As a teacher, you must establish an action plan for your students to benefit both the students and yourself.

  • Library action plan template

Library action plan template

The library planning action plan templates aid institutions in addressing broader shifts in how information is sought, accessed, and consumed so that students prepare ahead for success in an increasingly data- and knowledge-based world. 

Higher education institutions can use library strategic planning to save money, control rising student fees, and meet accreditation requirements.

  • Presentation action plan template

Presentation action plan template

The presentation action plan template provides a blueprint to prepare slides or collections of slides that you can use for a meaningful presentation. It includes layouts, colors, fonts, effects, background styles, and content to guide your presentation.

  • Gender action plan template

Gender action plan template

The gender action plan template contains a road map for gender activities that a company or organization has adopted. 

Its goal is to make institutions’ operations more gender-responsive, transformative, effective, efficient, and successful by redressing existing gender disparities and redefining women’s and men’s gender roles and relationships through gender mainstreaming guidelines.

  • Church mission action plan template

Church mission action plan template

A church mission action plan template provides a hopeful and optimistic glimpse into the future. It’s the church’s inspiring, long-term plan for what they’ll be able to do, who they’ll help, and how they’ll be seen in the future. 

  • Wellness recovery action plan template

Wellness recovery action plan template

A wellness recovery action plan template is a framework that teaches how to make positive personal adjustments in your feelings and how you respond to life’s obstacles. 

It is a self-designed preventive and wellness planning technique based on mutuality, self-determination, and the concept that resilience, recovery, and wellness have no bounds.

  • Employee action plan template

Employee action plan template

An employee action plan template contains an incorporated performance planning process that maps out the steps an employee plans in order to achieve a particular goal or objective. 

It provides a process that an organization must develop to identify and prioritize their actions and identify quick and simple changes to demonstrate to employees that it is committed to implementing an action plan in response to employee engagement feedback.

  • Family emergency action plan template

Family emergency action plan template

The family emergency plan template is a valuable document that helps you identify each family member’s roles in an emergency and guides you and your family members to work together as a team in the event of a disaster. 

It’s an essential aspect of any preparedness strategy and may help protect people’s lives, limbs, and property before, during, and after a disaster.

  • Advertising action plan template

Advertising action plan template

A marketing action plan template is a crucial tool that can assist your marketing department in determining the subsequent measures to take to improve the company’s marketing procedures. 

It has both a marketing strategy and an action plan. The vision, goals, and target audience of your organization are defined in the strategic component of the design.

  • Printable action plan template

Printable action plan template

The printable action plan template provides you with a solid reference point for gathering and printing actual copies of action plans without the need for any special software or device. In addition, it gives ease in writing on them and highlighting essential portions of relevant themes. 

  • Internal audit corrective action plan template

Internal audit corrective action plan template

The internal audit corrective action plan template helps you adhere to the step-by-step instructions to conduct the financial inspection of your company. In addition, it allows you to determine cost-saving strategies and reveal spending deficiencies.

It is the state where you can discover the answer to your financial situation’s nonconformity. The strategy aims to avoid and regulate the recurrent problem. It addresses the issue at its source and reduces the likelihood of recurrence.

Chapter Five: Action Plan Templates for PowerPoint

PowerPoint helps you visualize your action plan. Here are some free and downloadable action plan templates for PowerPoint, which you can download, tweak, and use for your organization.

  • Meeting minutes action plan template

Meeting minutes action plan template

The meeting minutes action plan template contains written notes taken during a meeting. They emphasize the essential subjects debated, motions made or voted on, and activities carried out. 

You can use the meeting minute template to keep track of your project or company meetings. This easy-to-follow, step-by-step template for minutes contains a formatting style that everyone in the conference will appreciate.

  • Task action plan template

Task action plan template

A task action plan template is a document that outlines the steps necessary to achieve your goal. A solid action plan will specify all of the required procedures to attain your goal and assist in reaching your target efficiently by giving each stage in the process a start and end date. It also breaks down the goal into short, quantifiable activities, which might assist in achieving your objectives. 

  • Project planning timeline

Project planning timeline

A project planning timeline template encompasses the whole duration of your project, from beginning to end, and includes the dates of each deliverable and project milestone in chronological sequence. It allows the project manager to see all the tasks in one spot, making planning easy.

Chapter Six: Action Plan Templates for Google Docs 

Google Docs helps you create action plan templates for your business

from scratch. Here are some editable and downloadable action plan

templates for Google Docs, which you can download, tweak, and use for

your organization.

  • Retention action plan template

Retention action plan template

The employee retention action plan template contains an easy-to-edit format to assist with adjustments to the employer-employee contract. Using retention action plan templates makes it easy to keep your valuable human resources team . 

Some of the standard components of the retention action plan include survey and exit interview analyses, the employer’s strengths and weaknesses, the retention plan’s purpose, and finally, the exact measures to be implemented.

  • Reading action plan template

Reading action plan template

The reading action plan template outlines the steps you’ll take to reach your reading objective. This involves the reading exercise, rewriting the learned concepts through the recall process, and taking meaningful notes. Maybe you need to ace an exam or teach an idea to others; the reading action plan template is a tool to achieve reading success.

  • One-page action plan template

One-page action plan template

A one-page action plan template allows every organization, particularly new start-ups, to quickly develop new versions of their business plan to keep track of the most recent assumptions and strategy changes. 

Sequential planning is essential when you’re starting your business plan. List your original assumptions, and then try to validate the assumptions. Most of your premises will be incorrect, and you will need to shift course.

  • Employee engagement survey action plan template

Employee engagement survey action plan template

As the name implies, an employee engagement action plan template provides a strategy that necessitates deliberate action. The goal of an employee engagement action plan is to help your team members become more engaged, have a better working environment, and increase staff retention. 

An employee engagement action plan is an essential process that organizations should go through to determine the activities to improve the organization’s structure. However, you must demonstrate the changes to your staff through employee feedback and meetings.

  • Work action plan template

Work action plan template

The work action plan template is a detailed work plan template that guides you in achieving success in your initiatives. The steps of the work plan, as well as critical data, are clearly described. The template also makes it easier to focus on the most vital issues like: 

  • What resources are available?
  • What resources are required? 
  • What are the points of resistance you must address? 
  • What is your strategy for each step’s communication?
  • Change management action plan template

Change management action plan template

A change management action plan template can assist you in document management including tracking document owners and responsible parties. 

You’ll need a change management strategy to thrive in business. During the control and execution stage of your change management plan, this template describes all of your duties in managing and controlling change.

  •   Company action plan template

Company action plan template

The company action plan template sets out every piece of a standard business plan to help you develop your own. It includes space for companies seeking investment to add finance information. 

  • Personal action plan template

Personal action plan template

If you want to achieve your goals systematically, use the personal action plan template. A personal action plan template can influence you to achieve more productive and efficient results. 

  • Sales and marketing action plan template

Sales and marketing action plan template

The sales and marketing action plan template outlines how you intend to attract, engage, and convert prospects into paying customers. The template directs marketing and sales in their day-to-day actions, assisting them in defining agreed goals, and strategies for achieving them.

  • Compliance corrective action plan template

Compliance corrective action plan template

Compliance corrective action plan template includes compliance action plans to ensure that your organization and staff follow the standards you’ve set for a work environment, as well as the standards set by local and national governments. 

The contents, such as actions and tasks, must be as precise as possible so that your team members understand what needs to be done right away.

  • Easy action plan template

Easy action plan template

An easy action plan template consists of a list of actions or tasks that must be accomplished to achieve the goals you’ve set. This easy action plan template will guide you to get through the disorderly situation and help you reach your goals faster. 

  • Stay interview action plan template

Stay interview action plan template

A stay interview action plan template includes a planned conversation that a leader has with each employee to understand the precise steps that must be taken to improve the organization’s engagement and retention.

  •   Rescue diver emergency action plan template

Rescue diver emergency action plan template

The rescue diver emergency action plan template provides potential diving accident victims the aid and guidance to help themselves and assist rescuers during response.

  • 100-day action plan template 

100-day action plan template

A 100-day action plan template provides you with a structure to onboard, accommodate, and educate new team members. It outlines expectations for what the person should do in the first 100 days, including learning and performance goals.

  • 30-day action plan template 

30-day action plan template

A 30-day action plan template provides you with a structure for figuring out how to onboard and educate new team members . In addition, it defines expectations for the individual in the first 30, 60, and 90 days as they learn to manage social media.

  • Case management action plan template

Case management action plan template

A case management action plan template allows case managers to record, plan and execute case actions. It includes the overall administration of cases and ongoing monitoring and evaluation of service needs.

  • First aid action plan template 

First aid action plan template

The first aid action plan template assists you in dealing with a health crisis. Following it helps keep a person breathing, lessen their discomfort, or mitigate the effects of an accident or unexpected sickness before the ambulance comes.

You can take first aid training so you can recognize an emergency and provide basic first aid until expert help comes.

Below are some ways to make an action plan template. 

How to Make an Action Plan in Word

Word is a popular commercial word processor created by Microsoft. It is included in the Microsoft Office productivity package and is available as a standalone application.

You can create an action plan on Microsoft Word.

Here is how to do so:

  • Open your Microsoft Word application

Select a blank document on your Microsoft Word application home tab and click on create. This will create a new Word application for you.

Open your Microsoft Word application

  • Insert table into the document

Next is to click on the “Insert” tab, then select “Insert Table.” Create a table of five columns and five rows.

Insert table into the document

  • Type text into your table

Type text into your table

Insert text headers: Action, Who, Due Date, Status, and Additional Action to your table. 

Then, under each header, state the action you want to achieve, who’s responsible for achieving it, the due date for completing the action, its current status, and additional tasks or actions that may arise from that task.

Below is a video tutorial that walks you through how to do this:

How to Make an Action Plan in Excel

Excel is a spreadsheet tool available as a web, mobile, and desktop application. It’s perfect for creating an action plan and similar to Google Sheets.

This is the step-by-step process for creating an action plan in Excel.

  • Open an Excel spreadsheet

Open your Microsoft Excel spreadsheet and click on the “New” tab. Then double click on a blank document or click on the “Create” tab.

Open an Excel spreadsheet

  • Select a portion of the sheet 

Left-click, hold, and drag your cursor to the portion of the Excel spreadsheet that you want to use as your action plan.

Select a portion of the sheet

  • Give your area selection a border

After selecting, click on the icon as shown in the image below, then select “All Borders.” This will give the selected area a nice full border, making your selected area stand out from the entire spreadsheet.

Give your area selection a border

As shown in the image below, type text in the headers of your table and label each as What, Who, When, Status and Comments.

Now you can fill in what your action is, who will be in charge of it, when the action should be completed, the status of the completion, and any needed comments.

Type text into your table

This video tutorial below shows how to create an action plan on Microsoft Excel:

How to Create an Action Plan in Google Docs

Google Docs is a word processing tool that comes with Google’s free,

web-based Google Workspace suite. It’s perfect for creating an action plan template similar to Microsoft Word. Its sweet spot is that it allows you to share the document with your team easily.

This is the process for creating an action plan on Google Docs.

  • Open Google Docs from Drive

Make sure that you log in to your Google accounts. Then, from Google applications, open Drive, then open Google Docs as shown in the image below. 

Open Google Docs from Drive

  • Title your action plan

Give your action plan a befitting title. 

Title your action plan

  • Insert a table

Now click on Insert, then Table. 

click on Insert, then Table

  • Type in header text

After that, type in the header text and label each, as shown in the image below.

Type in header text

Below is a video tutorial on how to create and share action plan templates with your team:

Action Plan Templates Frequently Asked Questions

Here are the answers to some frequently asked questions about action plan templates.

How do I make a simple action plan?

To make a simple action plan template, you need to: 

  • Determine your goals. State what you want to achieve with your action plan. 
  • Write down your objectives. It will be challenging to track what you want to achieve if you don’t write it down.
  • Establish a deadline. Setting a deadline is the next step.
  • Make a checklist. Create a list of your actions. 

What is a good action plan template?

A good action plan template guides you to achieve your goals and objectives and evaluate your progress.

Is there an action plan app?

Yes, there are different action plan apps. Examples are the 90 Day Action Plan on Google Playstore, My Action Plan app on AppStore , and InPhase Assurance app. 

You can also use SweetProcess iOS and Android apps as an action plan software to create and manage your company’s processes, procedures, and policies.

How effective are action plans?

Action plans are effective because they make your goals clearer. They also aid in forming consensus toward a goal and foster a sense of responsibility and accountability. 

What is the main purpose of an action plan?

The main purpose of an action plan is to specify the resources you need to achieve your goals and provide a schedule for when you must perform certain activities. 

How do I write a better action plan?

To write a better action plan, you should have a clear idea of what you want to achieve, then make the objectives quantifiable. After this, download the relevant templates specified in this article and tweak them to represent your required actions.

Create and Manage Your Action Plans Using SweetProcess

SweetProcess helps organizations document their company’s policies, procedures, and processes.

If you want your team members to achieve their goals on time and become more productive at work, you can use our software to do so.

Here are some companies who have leveraged the power of our software to manage their employees effectively and efficiently in one place.

Spark Marketer is a marketing agency for small- and medium-sized local businesses that want to leverage digital marketing to grow their businesses. Its dedicated team works closely with companies to navigate the digital space and achieve measurable results. 

The Nashville-based company has a track record of success working with chimney businesses in the home services space. It is committed to offering its clientele a custom experience and more than essential online services. They also create marketing campaigns focused on the unique attributes of each business to generate continuous income.

One of the biggest problems Spark Marketer faced was a lack of documentation. As a result, employees depended on tribal knowledge to get things done, which resulted in disorganization in the workplace. 

“When you’re doing work to a standard, then you can measure against that standard. Before, we would have these nebulous conversations when we had to let someone go: ‘Well, we don’t feel like you’re doing the job well.’ ‘Show me where I wasn’t doing it well, and I’ll change.’ This is horrible to admit now. I’m almost ashamed to say it but you know, there was no objectivity,” said Carter Harkins, co-founder of Spark Marketer.

Then they adopted SweetProcess to foster growth . Carter and his partner were introduced to SOPs by a business consultant, and they gave it a shot using Google Docs. However, they soon began to see the importance of documentation, and as their business began to grow, they realized that Google Docs was insufficient to sustain their growth. 

Carter said, “Growth causes you to think differently. You start realizing what got us to this point will not get us to where we want to go, so it’s time to shift gears. It’s time to look for efficiencies, so I started looking for systems that would help us document our processes more easily and more uniformly, and I just literally went out and started scouring the web.”

How SweetProcess Changed the Game at Spark Marketer

SweetProcess has a reputation as a results-oriented software. Like many businesses, the team at Spark Marketer has been enjoying the benefits of the system. Carter provides more details of how the software has improved operations at his organization.

1. Simplified process documentation

Capturing the right amount of information makes the difference in business process documentation . On the other hand, your processes may not be of much help if they are overly detailed and clustered—this is often the case when you use manual tools such as Google Docs for your documentation. 

“In a Google Doc format, you’re grabbing an entire section of text and moving it up above and just trying to organize things, but with SweetProcess, it’s super simple to break things out into new tasks and reorder them so that everything flows in a much more natural way.

2. Decentralized knowledge base

Documenting business processes goes beyond writing a bunch of information. There is a need to sieve out relevant information from the shaft and make it easily accessible by team members using a knowledge base software . 

“The ability to group things into procedural or process-based groupings has been a real change for us. For example, in Google Docs, it was just turned into one folder that was shared with everybody, and nobody knew exactly how to find what they needed.”

All that time spent by employees looking for specific information for their tasks could be used better, and SweetProcess made that possible. 

“SweetProcess not only standardized the format but made it easy to create the teams that we needed so that you only see the processes that you need to see, which makes it so much easier for people to go find what they need.”

Another company, Zen Media , is a public relations (PR) firm specializing in the tech niche. Established in 2009, the Dallas-based organization captures key moments in a brand’s life and turns those moments into the talk of the town. Plus, they have a track record of offering results-driven PR services to B2B and B2C brands worldwide. 

The new generation PR agency gives brands their desired level of exposure and ensures that this translates into money. It uses various techniques to measure the performance of its PR campaigns to understand their efficiency and round up the numbers. 

When Stephanie Chavez resumed her role as the company’s chief marketing officer, she found out that they had a series of great products that catered to their client’s needs but lacked operational structure underneath this excellent performance. 

“We were always producing great products and doing a great job for our clients; that wasn’t debatable. What was debatable was the ‘how can we streamline?’ and so that was one of the first things that I noticed,” Stephanie said. 

In the absence of a central knowledge base , employees relied on tribal knowledge to get by. Little could be done when the people who knew how to perform specific tasks were indisposed, holding the organization hostage. 

“What happens if one of the employees is out or sick? Every client is a little bit different—the way we research their content topics and their hashtags and whatnot, they are all different,” she said. 

Having noticed the structural gap in the organization, Stephanie was keen on finding the right system to resolve the problem. She found her answer when she attended a marketing class organized by a friend on LinkedIn. He recommended SweetProcess as an effective tool for streamlining business operations , and she checked it out. 

“Anthony talked about SweetProcess, and I thought, well, I’m going to check that out, and it’s been really wonderful. I have each department go through it, and we have a list of all the things that they do that are repeatable each month so that I can make sure, ‘Hey, what did you put in this month? Let’s run through it and make sure it makes sense to everyone.’”

How SweetProcess Raised the Bar at Zen Media

Read on to see exactly how SweetProcess facilitated the growth at Zen Media.

1. Employee onboarding and training

Hiring more employees is necessary as a business grows, but it is a challenge for many organizations to bring new hires up to speed with the processes and procedures in place. The team at Zen Media now enjoys a seamless onboarding process thanks to SweetProcess. Rather than going through a rigorous onboarding process, they direct new employees to the standard operating procedures in the system to get all the information they need about their duties.  

“When we hire new interns or employees, I send them to a whole bunch of the SweetProcess steps that we have, and I just send in the email, link it, and say watch all these, go through these processes, and that’s the very first onboarding process.”

Employee training on SweetProcess is not a one-off. New and established team members can always go back to the system if they doubt any process or procedure.

2. Quality control and assurance 

Achieving desired results at the workplace is more feasible when team members operate on the same level and produce consistent results. Beyond creating uniformity in organizational output, quality assurance helps win customer trust and loyalty as the customers are sure to get great results repeatedly. SweetProcess has helped the company work consistently as a team rather than individually. 

“It helps from a consistency perspective because everyone might be doing something a little bit differently, and I think it’s really hard to scale. Think about McDonald’s: if everyone in every franchise were making their hamburgers a little bit different, it wouldn’t be McDonald’s because you couldn’t expect the same thing every time. So by having everyone on the same page with SweetProcess, they can have a more efficient and predictable result.”

Want to improve efficiency in your team? 

Sign up for a 14-day free trial of SweetProcess today to create

and manage action plans at your organization. The best part? You do not need to add your credit card details to use the software for free.

An action plan helps you to achieve your goals. It transforms your vision into attainable results that boost your company’s growth. It also assists you in staying focused and success hungry. 

In this post, you’ve learned what action templates are and why you must use them to speed up your workflow instead of creating from scratch.

We also showed you 65 free action plan templates which you can download, tweak, and use for your organization.

Want to choose the action plan templates that are best to use for your

company? 

Click here to download the templates relevant to your industry , and get ahead of thousands of other businesses who have to build them from scratch. 

65 free action plan templates

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  • Business Templates
  • Sample Action Plans

FREE 35+ Sample Action Plan Templates in MS Word

 consulting services proposal samples pdf word

Businesses irrespective of their nature or the kind of products or services they deal in thrive on a well-planned approach. A lack of a proper plan can amount to a total disruption of the day to day functioning of the organization. It can also jeopardize the company’s need to enhance its revenues and make more profits. You may also see action plan templates .

Sample Action Plans In Word

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  • Google Docs

Size: A4, US

Earthquake Action Plan Template

earthquake action plan template

Reconciliation (Accounting) Action Plan Template

reconciliation accounting action plan template

This is why most organizations hire experts who formulate special plans for the various projects and functions that go on in the company. Known as action plans, following these ensure that the organization would function without any unnecessary mix-ups, confusion or delays.

3-Year Action Plan Template

3 year action plan template

Economic Action Plan Template

economic action plan template

Asthma Action Plan Word Format

Written asthma action plan.

written asthma action plan

School Asthma Action Plan

school asthma action plan

Size: 47 KB

Lesson Plan in Action Word

Smart lesson plan in action.

smart lesson action plan

Sample Lesson Plan in Action

lesson

Size: 16 KB

Action Plan Format in Doc

Corrective action plan format.

corrective action plan format

Size: 10 KB

Safety Action Plan Format

safety action plan format

Size: 14 KB

Smart Action Plan

Blank smart action plan.

blank smart action plan

Size: 109 KB

Career Action Plan Doc

9 year career action plan doc.

9 year career action plan

Size: 82 KB

Sample Career Action Plan Doc

sample career action plan doc

Size: 101 KB

Corrective Action Plan

Corrective and preventive action plan.

corrective and preventive action plan

Business Corrective Action Plan

business corrective action plan

Size: 428 KB

An action plan is a step by step plan to be undertaken when working on a project or managing a function. The plan comprises of all the important tasks that should be accomplished to complete a project successfully. However, just listing down the tasks is not enough. One needs to make sure that the tasks are carried out in a systematic manner and at the most opportune time.

This is where the action plan comes into play. This is a document where the concerned authority lists down steps that should be followed to complete a project in a perfect manner. Thus, this plan comprises of the people who are involved in the project, what they are supposed to do, when should they do their tasks etc. An action plan however need not be just for an organization. It can also be used to designate the various steps for an individual working on a project. This could be anything from passing an exam to inventing something. In such cases, the individual is required to list all the steps that he thinks would help him to fulfill a particular task and help him gain the desired results.

The advantage of an action plan is not just confined to the fact that it helps to define the steps for fulfilling a task. It also helps the person in charge to keep a tab on the progress of the project and where the people involved in the project lie, as far as their performance is concerned. Thus, using this plan can actually help people to understand where they stand while also being an encouragement to them to improve.  Action plan also gives the user an idea about the amount of time he or she can spend on a particular task.

Action Planning Form

School action planning form.

school action planning form

Team Action Planning Form

team action planning form

Sales Action Plan Doc

Sales manager action plan example.

sales manager action plan example

Strategic Action Plan

Action plan for anti-corruption strategy.

action plan for anti corruption strategy

Size: 160 KB

Group Strategic Action Plan

group strategic action plan

Size: 20 KB

Emergency Action Plan

Retail emergency action plan.

retail emergency action plan

Size: 1,023 KB

Emergency Action and Recovery Plan

emergency action and recovery plan

Size: 402 KB

Sample Action Plan Doc

Sample environmental and social action plan doc.

sample environmental and social action plan doc

Sample Quality Improvement Action Plan

sample quality improvement action plan

Size: 22 KB

Behavior Action Plan in Word

Behavior action plan for student.

behavior action plan for student

Behavior Management Action Plan

behavior management action plan

Designing a good action plan is really not as easy as it seems. It actually requires a lot of forethought. It should be noted that a bad action plan can be a serious deterrent to a project and can even ruin its outcome. Hence, to ensure that an action plan is a good one, it is imperative that these criteria be a part and parcel of it.

  • Specificity – When designing the steps for an action plan, it is very important that the person in charge is specific about all the steps. Vague directions would just not do. He should specify what and how a particular step should be carried out. the In case of teamwork, it is also advisable to name the person who would be responsible for each step.
  • Measurable Results – The results that one gains from an action plan should be measurable and these should be specified in the plan document. After all, this is how the person responsible for keeping a tab on the progress of the plan would be able to gauge every step and decide on its success. It is also important to ensure that each step is defined based on the results that it will bring and the way these will contribute to the project.
  • Consent – Though the action plan may be designed by one person, it is extremely important that all the people working on the project are in agreement with the steps. This is what will ensure the success of the project as a whole.
  • Time Bound – Every step of an action plan should be time bound as this will ensure the completion of the project well within the stipulated time.
  • Realistic – An action plan is ought to be realistic. The persons working on it should have goals that are achievable and steps that are well within their abilities.

Project Action Plan Doc

Project action plan worksheet.

project action plan worksheet1

Size: 146 KB

Project Management Action Plan

project management action plan

Size: 43 KB

Safety Action Plan Doc

Health and safety action plan.

health and safety action plan

Size: 96 KB

Outdoor Safety Action Plan

outdoor safety action plan

Fire Action Plan Word

Fire emergency action plan.

fire emergency action plan

Size: 15 KB

Fire Safety Action Plan

fire safety action plan

Size: 79 KB

School Action Plan

Eco-schools action plan doc.

eco schools action plan doc

Size: 97 KB

Action Plan for School Improvement

action plan for school improvement1

Size: 305 KB

Incident Action Plan Doc

Hics incident action plan.

hics incident action plan

Size: 84 KB

Critical Incident Action Plan

critical incident action plan

Action plans have an important role to play in the success of a business which is why most organizations swear by this methodology. However, even individuals can reap benefits by developing an action plan. Take a look at some of the main reasons why one should develop an action plan for business or otherwise.

  • Clear Idea of the Goal – Sometimes in all the frenzy and tension of completing a project, people tend to forget about the ultimate goal which they are working for. They should even get side tracked due to competition or other problems. However, having an action plan means that the people involved in the project are always aware of what they are working towards and thus would in no way lose their focus due to other inconsequential things.
  • Responsibilities are assigned – With an action plan in place the person in charge of the project can easily assign the responsibilities to the people working on it, in a systematic and organized manner. This way, he can be sure that no one makes an excuse about being unaware of their actions or goals. This also makes it easier for the leader to designate a time for each step, thus ensuring that there are no unnecessary delays.
  • Breaking Tougher Goals into Simpler Tasks – Not all goals are easy to achieve. But, if there is an action plan, it becomes easier to accomplish these. Wondering how? Well, with an action plan, you can break a task into many smaller, less complex steps, thus making it easier for the people to reach the goal. As they accomplish one step at a time, they surely find this easy.
  • Keeping a Tab on Progress – If you don’t have a plan, it would not be possible to keep a tab on the work in progress. However, when you have an action plan, you designate steps to every individual along with the time. This surely simplifies the whole tracking process as you would always know who is on the track and who is behind schedule.

An action plan can help in completing a task or project in a systematic, uncomplicated manner. This is why experts recommend the use of these plan for business as well as personal projects.

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10 Best Action Plan Templates in Word That You Can Download

Do you need to create an action plan but don't know where to start? Look no further! In this blog post, we will discuss 10 best action plan templates in Word. Each template is designed for a different purpose, so you are sure to find one that fits your needs.

We will also provide a brief description of each action plan template in word and explain how it can help you achieve your goals. So what are you waiting for? Get started today!

The following are the top 10 action plan templates in word available to use for your business:

1. Modern Career Plan

Modern Career Plan: This action plan template in word is ideal for those looking to plan out their career goals and build a timeline for success. It outlines key steps needed to achieve each goal, like defining objectives and budgeting resources.

2. Healthy Recipe Plan

Healthy Recipe Plan: This action plan template in word helps you organize your healthy cooking ideas into one place. Outline ingredients needed, times for prepping, and more to make sure you have the best recipes for your goals.

3. Simple Study Plan

Simple Study Plan: Keep track of daily study sessions with this action plan template in word. It provides space to list topics or chapters that need to be covered each day, along with specific objectives and instructions on how to reach them.

action plan format in word

4. English Lesson Plan

English Lesson Plan: Great for English teachers, this action plan template in word provides an organized structure to create lesson plans. Outline objectives and notes on each subject to make sure every student is learning.

action plan format in word

5. Free Agenda Plan

Free Agenda Plan: This action plan template in word helps you stay organized by providing space to plan out your day-to-day tasks and goals. Create items for each weekday and set reminders for when they need to be completed.

action plan format in word

6. Simple Blue Career plan

Simple Blue Career Plan: This action plan template in word makes it easy to plan out your career path with a timeline and sections for building skills, networking, and job searching. Outline the steps needed to achieve success in any field.

action plan format in word

7. Cartoon Daily Plan

Cartoon Daily Plan: This action plan template in word is great for kids and adults alike. Outline to-dos, activities, and goals each day with a cartoon illustration that can be customized.

action plan format in word

8. College Students Career Plan

College Students Career Plan: Perfect for college students looking to plan out the next steps in their education or career. This action plan template in word helps you outline objectives and tasks to help make your plans a reality.

action plan format in word

9. Career plan of British style

Career plan of British style: This action plan template in word is designed with the UK in mind, helping you outline your goals and objectives in a stylish format. Outline career paths and job hunting options to remain organized and on track.

action plan format in word

10. Weekly Diet Plan

Weekly Diet Plan: This action plan template in word helps you stay on top of your meal prepping and eating goals. Outline which meals you will be preparing each day and shop for groceries accordingly.

These 10 best action plan template word are perfect for anyone looking to organize and plan out their goals. Whether you need a template for career planning, dieting, studying, or more – there is sure to be one that fits your needs. Get started today and reach your goals in no time!

Ready to get started? Free Download WPS Office today and find the action plan templates that will help you reach your goals! If you want to download other templates you can visit WPS templates store. With WPS Office, you can customize each template to fit your exact needs. Get organized and move forward with success! You can also Download our 7-day free trial now and unlock advanced features like PDF editing, cloud storage integration, and more!

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How to Make a Gantt Chart in Word (Template Included)

ProjectManager

Project documentation, such as the project budget, project schedule or project plan, is critical for the successful delivery of projects. Because of that, as a project manager, you should be familiar with tools to create your project documents.

Microsoft Word is one of those tools. While it won’t help you with all the documents, charts or diagrams that you need to manage a project, it can help you create some of them. For example, you can create a Gantt chart in Word.

Why Should You Make a Gantt Chart In Word?

While Word isn’t project management software , it’s a tool that you might need to use at some point to create project reports or other types of documents. Because of this, knowing how to make a Gantt chart in Word can be helpful.

The main advantage of making a Gantt chart in Word is that it’ll help you create a project schedule that most people are familiar with, which facilitates the implementation of this project management tool in your organization, especially if you have a team that has never used Gantt charts .

However, if you need advanced project management features like identifying the critical path of your project, linking all four types of task dependencies, estimating the cost of your project or creating a project baseline to track project variance in real time, you’ll need to use Gantt chart software like ProjectManager . ProjectManager has all the project management tools and features you need to plan, schedule and track your projects from start to end including Gantt charts, kanban boards, timesheets, workload charts and much more. Get started with ProjectManager today for free.

action plan format in word

Before we dive into the step-by-step guide on how to make a Gantt chart in Word, let’s take a quick look at an example of a Gantt chart in Word.

Example of a Gantt Chart for Word

Once you complete the steps outlined in the next section of this quick guide, you’ll have a Gantt chart just like the image below. This Gantt chart allows you to visualize your project tasks, the order in which they need to be executed, their duration and due dates over a project timeline .

The best part is that this Gantt chart for Word can adjust itself depending on the data that you feed into it. Simply rename the tasks and enter new dates and the Gantt chart template will update its bar chart based on your changes.

Gantt chart Word example

This means you can create copies of the file and use it as a template to create a schedule for any future projects your organization starts. All you’ll need to do is edit the information in the Gantt chart table shown in the image.

How to Make a Gantt Chart in Word

Now let’s learn how to make a Gantt chart in Word from scratch. The process is very similar to creating a Gantt chart in Excel or PowerPoint, so once you learn these steps you’ll also be able to easily create a Gantt chart using those tools. You can also skip these steps by downloading our free Gantt chart template for Word, the final result will be the same.

action plan format in word

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Gantt Chart Template For Word

Use this free Gantt Chart Template For Word for Word to manage your projects better.

1. Insert a Stacked Bar Chart

Insert a stacked bar chart, which is the type of graph that’s used to create a Gantt chart. To get started, select the Insert tab at the top menu and then click “Chart.”

Insert a stacked bar chart for your Gantt chart for Word

A window will pop up with a variety of charts and diagrams that you can insert in Microsoft Word. Select the stacked bar chart and click “OK.” A stacked bar chart with default data will appear.

Stacked bar popup Microsoft Word Gantt chart

2. Edit Your Gantt Chart Data

Once you insert the stacked bar chart, you’ll notice that it has two parts: a table that resembles an Excel spreadsheet and a bar chart.  Now, we’ll edit the data in that table to turn this stacked bar chart into a project management chart so it shows your project task names, their due dates and duration. Let’s start by editing the text as shown in the image below. Next, we’ll edit the numeric values of this table.

Note: By default, the stacked bar chart will show your project tasks in reverse order. But don’t worry, we’ll fix this later.

Gantt chart Word

3. Format the Dates on Your Gantt Chart Timeline

To format the dates of your Gantt chart for Word, you’ll need to select the numeric values in your “Start Date” and “End Date” cells, then once you’ve selected them all, right-click them and select the “Format cells…” option from the dropdown menu.

Format cells popup for Microsoft Word Gantt chart

Then select the following cell format settings. Make sure that you select the right options or the Gantt chart project timeline won’t work properly. Once you’ve done so, enter the right dates for your project tasks.

Format date settings Microsoft Word Gantt chart

Related: Best Gantt Chart Software: Paid & Free Options Ranked

4. Add a Formula to Calculate the Duration of Your Tasks

After completing the steps above, your Gantt chart table and timeline should look like the image below. You have a list of project tasks and their due dates, but you still need to fill out the duration column. This time, we’ll use a formula that will calculate the duration of each task in days based on its due dates.

Gantt chart Word

Select cell D3 and then enter the formula “=C2-B2”—you can copy and paste it from this text without the question marks.

Gantt chart Word

Now select cell D3 again, left-click its bottom right corner and hold the left-click button to drag the formula to all cells in column D.

Gantt chart Word

5. Turn the Stacked Bar Chart Into a Gantt Chart for Word

Now that you’re done entering all the data your Word Gantt chart needs, it’s time to format the stacked bar chart so it looks like a Gantt chart. To do so, follow the steps outlined below.

  • Click the filter icon on the right side of the stacked bar chart
  • Check off the “End Date” checkbox
  • Click Apply

Gantt chart Word

Once you’ve taken the steps above, select the blue bars and remove their fill color. The remaining bars represent each of your project tasks. As you can see, there are dates in the lower part of the chart, so you can visualize the start and end dates of your tasks. But there are still some final steps to complete before your Gantt chart for Word is ready.

Gantt chart Word

Now it’s time to configure the Gantt chart so that it shows the project tasks in the correct order. To do so, select the task names and right click them and select “Format Axis…” from the dropdown menu.

Gantt chart Word

This will open the “Format Axis” panel on the right side of your screen. Now, mark the checkbox to show the categories in reverse order as shown in the image below.

Now you have a functional Gantt chart for Word that you can use to create simple project schedules that show project tasks, their due dates and duration. For example, we’ve added new task titles and dates to this Gantt chart to create a construction schedule .

Gantt chart Word construction schedule

Gantt Chart Word Template

If you don’t want to make a Gantt chart in Word from scratch, you can just download this free Gantt chart template for Word instead and reach the same result. This free Gantt chart template for Word will allow you to visualize your project schedule and the order in which tasks should be executed.

Gantt chart Word template

Advantages of a Gantt Chart for Word

Creating a Gantt chart in Word can be a convenient solution if you or your organization already use this software. The main advantage of using a Gantt chart for Word is that it’s a simple, readable format that can be used to share the project schedule with team members and project stakeholders.

  • Once you make a Gantt chart in Word, you can append it to other Word project management documents
  • The process of making a Gantt chart in Word is very similar to creating one in PowerPoint and Excel
  • Because Word is such a widely used software, it’s a file format that can be shared with most project stakeholders

Disadvantages of a Gantt Chart for Word

You can make a Gantt chart in Word, but unfortunately, it will only be a visual representation of a project schedule that lacks all the features of most Gantt chart software because Word Gantt charts are not meant to be used for managing projects.

  • Word Gantt charts don’t have any features to plan, schedule or track projects
  • Unlike Excel Gantt chart templates, Microsoft Word files are not compatible with most Gantt chart software or project management software
  • You can’t use a Gantt chart for Word to collaborate with your team

Free Related Project Management Templates for Excel and Word

We have dozens of free project management templates for Excel and Word that can help you manage each phase of your project. Here are a few of them.

Project Plan Template

This free project plan template allows you to describe some of the most important aspects of your project like its scope, schedule, budgets, risks and more. This is one of the most important project management documents there are because it sets the guidelines for the execution of the project.

Project Budget Template

In addition to your project schedule, you’ll need a project budget. This free project budget template allows you to estimate all the costs of your project and compare them against your actual project costs so you can measure whether your project is over or under budget.

Project Scope Template

Before creating a Gantt chart, you need to define the scope of your project, which refers to the work that needs to be executed to deliver a project. This project scope template helps you identify every single project task, which is necessary for creating a Gantt chart.

ProjectManager Is Better Than Making a Gantt Chart in Word

As we’ve discussed above, Microsoft Word can only help you create some project documents as it’s not a project management software. If you need a fully-featured Gantt chart to manage your projects, you should use ProjectManager instead.

Here’s a quick overview of the key features that make ProjectManager’s Gantt chart a much better project management tool than a Gantt chart for Word.

Multiple Project Management Tools

The best part of using ProjectManager Gantt charts is that you can use a wide variety of project management tools such as kanban boards, timesheets, project calendars and real-time dashboards. Any changes you make to the project schedule in the Gantt chart are automatically reflected in its other project views like task lists, kanban boards, project calendars and dashboards.

ProjectManager's kanban board

Collaborate With Your Team Online

ProjectManager is a cloud-based project management software which means it allows you to collaborate with your team online . You can create a Gantt chart and use it to assign tasks to your team members, message them and share files at the task level.

ProjectManager's list view with a task overlay

Track Resource Utilization and Project Costs

ProjectManager’s Gantt chart allows you to track the resources that are needed to complete all your project tasks, as well as their corresponding costs. Then you can use real-time dashboards to visualize the total cost of your project and your resource utilization rate.

ProjectManager's dashboard view

Related Gantt Chart Content

Gantt charts are one of the most important project management tools as they allow you to map out your project plan, estimate the duration of your project, create a schedule for the execution of tasks and track the progress of your team.  Because of their importance for project management, we’ve created dozens of blogs, templates and guides about Gantt charts. Here are some of them.

  • Free Gantt Chart Excel Template
  • How to Make a Gantt Chart In Excel Step-By-Step
  • How to Make a Gantt Chart in PowerPoint (Template Included)
  • How to Make a Gantt Chart in Google Sheets (Template Included)
  • Microsoft Project Gantt Chart: A How-to Guide With Pros, Cons & Alternatives

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office, out in the field or anywhere in between. They can share files, comment at the task level and stay updated with email and in-app notifications. Join teams at Avis, Nestle and Siemens who are using our software to deliver successful projects. Get started with ProjectManager today for free.

Click here to browse ProjectManager's free templates

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NIST Cybersecurity Framework Policy Template Guide – 2024

Free & Downloadable NIST Cybersecurity Policy Templates.

Last updated on February 15, 2024

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The purpose of this document is to provide a comprehensive template for organizations seeking to assess their compliance with the National Institute of Standards and Technology (NIST) Cybersecurity Framework (CSF). The NIST CSF is a voluntary framework that consists of standards, guidelines, and best practices to manage cybersecurity-related risk. 

The framework’s adaptable nature allows it to be implemented across various sectors and organizations, regardless of size or cybersecurity risk profile.

This template is designed to guide organizations through a detailed self-assessment of their cybersecurity practices across the NIST CSF’s five core functions: Identify, Protect, Detect, Respond, and Recover.

Download for free the NIST cybersecurity framework policy templates in PDF, Word or Google Docs format. 

  • NIST Cybersecurity Framework Policy Template Guide – PDF .
  • NIST Cybersecurity Framework Policy Template Guide – Word .
  • NIST cybersecurity framework policy template – Google Docs .

NIST CSF Core Functions Assessment

nist cybersecurity template

Identify Function

The Identify function assists in developing an organizational understanding to manage cybersecurity risk to systems, people, assets, data, and capabilities.

  • Asset Management (ID.AM)

ID.AM-1: Physical and software assets are inventoried. Detail how assets are inventoried, frequency of updates, and responsible parties.

ID.AM-2: External information systems are cataloged. Describe the process for cataloging and managing external systems and services.

  • Business Environment (ID.BE)

ID.BE-1: The organization’s role in the supply chain is identified and communicated. Explain supply chain risk management practices.

  • Governance (ID.GV)

ID.GV-1: Cybersecurity governance policies are established and communicated. List key governance policies and their dissemination methods.

  • Risk Assessment (ID.RA)

ID.RA-1: Cybersecurity risk to organizational operations is assessed. Describe the risk assessment process and frequency.

  • Risk Management Strategy (ID.RM)

ID.RM-1: Risk management processes are established, managed, and agreed upon by organizational stakeholders. Detail the risk management framework and stakeholder involvement.

Protect Function

The Protect function outlines appropriate safeguards to ensure delivery of critical infrastructure services.

  • Access Control (PR.AC)

PR.AC-1: Access to assets and associated facilities is limited to authorized users, processes, or devices. Specify access control policies and procedures.

  • Awareness and Training (PR.AT)

PR.AT-1: Personnel and partners are given cybersecurity awareness training. Outline training programs and schedules.

Detect Function

The Detect function defines the appropriate activities to identify the occurrence of a cybersecurity event.

  • Anomalies and Events (DE.AE)

DE.AE-1: Anomalous activity is detected, and the potential impact of events is understood. Explain detection capabilities and event impact analysis processes.

Respond Function

The Respond function includes activities to take action regarding a detected cybersecurity incident.

  • Response Planning (RS.RP)

RS.RP-1: Response processes and procedures are executed and maintained. Detail incident response plans and update mechanisms.

Recover Function

The Recover function identifies appropriate activities to maintain plans for resilience and to restore any capabilities or services that were impaired due to a cybersecurity incident.

  • Recovery Planning (RC.RP)

RC.RP-1: Recovery processes and procedures are executed and maintained to ensure timely recovery of operations. Explain recovery strategies and backup processes.

Additional Assessment Sections

Strengths, weaknesses, opportunities for improvement, and action plan.

  • Strengths: Detail areas where the organization excels in its cybersecurity practices.
  • Weaknesses: Identify specific areas where improvements are needed.
  • Opportunities for Improvement: Suggest potential enhancements in cybersecurity practices.
  • Action Plan: Develop a prioritized list of actions to address identified gaps and weaknesses.

This template serves as a foundational tool for organizations to conduct a thorough self-assessment of their adherence to the NIST Cybersecurity Framework. 

By meticulously evaluating each category and subcategory, organizations can gain a clear understanding of their cybersecurity posture, identify critical vulnerabilities, and implement strategic improvements.

Regular updates and reassessments are vital to adapting to evolving cybersecurity threats and ensuring the ongoing protection of critical assets.

Achieving NIST Compliance with Heimdal ®

For organizations seeking to achieve or enhance their NIST Cybersecurity Framework compliance, Heimdal ® offers specialized solutions tailored to support the implementation and management of NIST standards.

For more detailed information on how Heimdal ® can assist your organization in becoming NIST compliant, visit our dedicated page on NIST compliance:  Heimdal® & NIST . 

Author Profile

Gabriella Antal

SMM & Corporate Communications Officer

Gabriella is the Social Media Manager and Cybersecurity Communications Officer at Heimdal®, where she orchestrates the strategy and content creation for the company's social media channels. Her contributions amplify the brand's voice and foster a strong, engaging online community. Outside work, you can find her exploring the outdoors with her dog.

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    We have dozens of free project management templates for Excel and Word that can help you manage each phase of your project. Here are a few of them. Project Plan Template. This free project plan template allows you to describe some of the most important aspects of your project like its scope, schedule, budgets, risks and more.

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