5+ Action Planner Templates

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If you want to see improvement in your productivity you should start using action planners. That way, you will be spending less time thinking about what to do and more time actually doing something. In this case, you spend a small portion of your time deciding on what to do in the upcoming days, weeks or months and then once you start acting on the plan you stop planning altogether and focus fully on completing the tasks.

327+ FREE PLANNER Templates - Download Now Microsoft Word (DOC), Adobe Photoshop (PSD), Adobe InDesign (INDD & IDML), Apple (MAC) Pages, Microsoft Publisher, Adobe Illustrator (AI), Apple Numbers

Steps to Create an Action Planner

Step 1: State the Purpose

There should be a primary purpose that you wish to serve by creating this action planner. That is your motivator. That should be put on top. Let’s say you want to build a website. There will be several tasks that you need to complete to make a website. But the ultimate purpose is building one. So that is what you put under this section.

Step 2: List Out the Goals

In order to reach your end goal, there should be smaller tasks that contribute to the final one. In this section list out those goals that you need to achieve in order to complete the main task. E.g. in the case of building a website, you need to first create the design, then code the front end and the backend, or the backend first if you prefer it that way.

Step 3: Your Details

This is an optional step that is applicable if this action plan is being assigned to another party, say for example the company that you work for. Here mention your details, like name, address, age, the person to whom you report, etc. Also, mention the particular role that you play in that company.

Step 4: Action Plan

The action plan is a detailed breakdown of everything that needs to be done in order to complete each and every task. Create a table for that. Create a three-columned table. For the first column give the title ‘Objectives’, for the second ‘Due Date’ and for the third one ‘Status’. Try to finish before the deadlines and mark accordingly: Due/Overdue/Completed.

Step 5: Reminders and Checklists

If there are external factors influencing some of your tasks, use this section to remind you of those. Suppose in the case of website development, you might be dependent on the design team to provide you with the design on time. So remind yourself to ask for it when you need them. Use checklists to mark these tasks as complete when they are done.

5+ Action Planner Templates

1. Daily Action Planner Template

daily action planner template2
Details
File Format
  • Google Docs
  • Word
  • Pages

Size: A4, US

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If you need a systematized way to plan your actions this is something you should definitely check out. This planner template is available in a doc format which means you can edit it in the word processing software of your choice. Once you start using it you will get so used to it that this will become your go-to method of getting things done.

2. Sample Action Planner Template

Details
File Format
  • PDF

Size: 76 KB

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Remember that time when you sat down thinking about the things you wanted to do only to realize that hours have passed without you having a completed a single task? That happened because you were not following using a daily action planner. So start using a planner now. Download this template to get started.

3. Action Planner Template

Details
File Format
  • PDF

Size: 40 KB

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If you are working in a team you need to stay organized. That is because you are all dependent on your teammates to get things done. That is why you should be following a team action plan. The action plan would streamline the process and you would be surprised how smoothly things get done.

4. Development Action Planner in PDF

Details
File Format
  • PDF

Size: 238 KB

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Action planners that are designed better are more intuitive. That is why we have created planners in PSD. We have some planners in AI as well. All you need to do is download the templates and edit them to fill it with your own tasks and other details. Doing that is extremely easy and should get you going in no time.

5. Action Planner in DOC

Details
File Format
  • DOC

Size: 8 KB

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Maybe you are in need of a simple action plan like a medical action plan. Or maybe it is a sales action plan that you want. Let us give you the good news. We have them both. Download our action plan templates now to get started. You can also edit them quite easily and the instructions for doing the same have been provided along with the templates.

6. Formal Action Planner Template

Details
File Format
  • DOC

Size: 762 KB

Download

If you are running a business, you should seriously consider using an action planner to make boost your teams’ productivity. Having an action plan enables them to focus more on the task. No, you don’t have to prepare one from scratch. Just download our planner sample templates. We have prepared some planners in InDesign as well. So you can check them out too.

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