Get Access to World’s largest Template Library & Tools

How to Make an Action Plan

Every business has to come with some sort of marketing strategy if they want people to learn about and purchase their goods and services. However, they cannot really come up with a good marketing strategy if they do not even know how they are going to go about it. So, they need to figure out all of the steps regarding what they have to do to make sure that their marketing strategies work successfully. This is why they have to develop action plans.

How to create an action plan

Every plan or simple strategy you come up with for your small business will require a sample action plan in order to bring it to life. It is basically a guide on how you will be able to meet your objectives. So, if you are going to create one, here are the steps that you will need to do:

1. Involve your team

Your employees should be able to help you figure out the best way to go about developing the strategies that will benefit your business. They can give you valuable input on what it is you need to do in order to meet your smart goals and the best way you can implement them. They are even more likely to work well with the implementation if they knew they had a hand in the decision-making process.

2. List the actions that need to be taken

The core of your business action plan is a list of tasks that need to be done in order to achieve your objectives. This is basically everything you need to do if you want your business plans to work. So, this will include things such as buying the right kind of equipment, how you will go about finding the best people for your company, or the methods that you will be promoting your business. Each action should be described clearly so that your employees will not be confused about what needs to be done.

3. Set a timeline

For every action that you have on the action plan, you need to set up a timeline of when each will be completed. You are basically coming up with a schedule for how you want to achieve each task and when you are supposed to achieve them. Be sure that you take into account all of the different issues that may arise that could possibly cause delays in the completion of a particular task.

4. Designate resources

You have to name the different employees who will be responsible for each action. Be sure that you go through all of the people involved in creating the action plan to determine which one of them is best suited for a particular task. Once you have decided on your choices, the next thing that you have to to do is to point out the other resources that will be needed (such as money, equipment, personnel, etc.).

5. Establish a follow-up and measurement process

Be sure that you spell out how you are going to follow up on the strategic action plan to ensure that all of the actions have been carried out. These can include getting your employees to make progress reports based on each of their assigned tasks or conducting regular meetings where all you will discuss the current plan’s progress.

You also have to specify the measures that you will use in order to track down the implementations of these list of actions. These can include both milestones, such as the completion of certain tasks, and quantifiable measures such as the revenue or the market share.

6. Communicate the plan

You do not want it to be just you who knows the details of the action plan format that has already been created. You have to communicate with your employees regarding how the tasks in the action plan are going to be executed, as well as what their roles are during the implementation period. You have to clearly explain to your employees how the action plan will fit into your overall business strategy. This way, your employees will understand just how important this is and it will most likely make them perform in a way that you expect them to.

7. Keep the plan alive

Once you are set on the action plan, then you have to guarantee that you stick to the follow-up and measurement process you have outlined. Show your employees that this is something serious as it could be the difference between the success or failure of your business. It is also a way for you to recognize those employees who have met or surpassed the responsibilities that they are tasked with and reward them appropriately.

Make sure that you discuss the action plan regularly so that employees will remember what they have to do and to make sure that the action plan stays alive. If you want, you can ask employees to give you feedback regarding the implementation of these actions so that you can figure out the problems that you can fix immediately.

More in Plan Templates

10+ Recruitment and Retention Plan Templates in PDF | MS Word8+ Admissions Recruitment Plan Templates in PDF | MS Word
8+ College Recruitment Plan Templates in PDF | MS Word10+ Recruitment Action Plan Templates in PDF | MS Word
10+ Patient Recruitment Plan Templates in PDF10+ Recruitment Business Plan Templates in Google Docs | PDF | MS Word | Pages
5+ Clinical Trial Recruitment Plan Templates in PDF8+ Logistics Quality Control Plan Templates in PDF | MS Word | MS excel
7+ Logistics Plan Templates in PDF | MS Word | Google Docs | Pages10+ Logistics Planner Templates in PDF | MS Word
10+ Logistics Business Plan Templates in Google Docs | MS Word | Pages | PDF11+ Logistics Contingency Plan Templates in PDF
4+ Logistics Management Plan Templates in PDF | MS Word6+ Logistics Execution Plan Templates in PDF | MS Word
11+ Event Logistics Plan Templates in PDF | MS Word11+ Construction Logistics Plan Templates in PDF | MS Word
14+ Agency Business Plan Templates in Google Docs | Word | Pages | PDF8+ Retirement Savings Plan Templates in PDF | DOC
10+ Priority Guidance Plan Templates in PDF | DOC10+ Profit Sharing Plan Templates in PDF | DOC
9+ Retirement Income Plan Templates in PDF | DOC9+ Retirement Tax Planning Templates in PDF | Word
12+ Early-Retirement Plan Templates in PDF | DOC10+ Defined Benefit Plan Templates in PDF | Word
37+ Strategic Plan Templates - PDF, Docs35+ Work Plan Templates in Excel
23+ Event Checklist Templates - Word, PDF, Google Docs14+ Research Plan Templates - Sample, Example
10+ Pupil Progression Plan Templates in PDF | DOC8+ Toddler Lesson Plan Templates
10+ Business Succession Plan Templates in Google Docs | Word | Pages | PDFDaily Lesson Plan Template - 16+ Sample, Example, Format Download!
FREE 23+ Non Profit Business Plan Templates in PDF | Google Docs | MS Word | Pages10+ Onboarding Process Templates in Excel | Word | Numbers | Pages | PDF | Google Docs
10+ Yacht Insurance Document Templates in Google Docs | Word | Pages | PDF10+ Revenue Per Employee Ratio Templates in Google Docs | Google Sheets | MS Word | Excel | Numbers | Pages | PDF
7+ CEO Compensation Plan Templates in PDF10+ Multiple Employer Welfare Arrangement Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF
15+ Floor Plan Templates in PDF | Google Docs | MS Word | Pages | Excel10+ Capital Management Templates in Google Docs | Word | Pages | PDF
6+ Audit Remediation Plan Templates in PDF10+ Onboarding Plan Templates in Google Docs | PDF | Word | Pages
5+ Training Business Plan Templates in PDF6+ 408(k) Plan Templates in PDF | DOC
8+ Training Work Plan Templates in PDF | DOCFREE 4+ 457 Savings Calculator Templates in XLS
10+ Training Strategy Plan Templates in PDF | DOCFREE 10+ Research Development Plan Templates in Google Docs | MS Word | Pages | PDF
10+ Current Liability Templates in Google Docs | Google Sheets | Word | Excel | Numbers | Pages | PDF10+ Revenue Leverage Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF
5+ Church Security Plan Templates in PDF10+ Aggregate Limit Templates in Google Docs | Publisher | Word | Pages | AI | PSD | PDF
10+ Hotel Revenue Management Templates in Google Docs | Word | Pages | PDF10+ Revenue Cycle Management Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF
8+ Discipline Improvement Plan Templates in PDF | DOC7+ Discipline Action Plan Templates in PDF | DOC
10+ Revenue Recognition Templates in Google Docs | Google Sheets | PDF | Numbers | Pages | Word | Excel10+ Business Liability Insurance Templates in Google Docs | Word | Pages | PDF
9+ Revenue Model Templates in Google Docs | Google Sheets | Word | Excel | Numbers | Pages | PDF10+ Revenue Allocation Plan Templates in Google Docs | Word | Pages | PDF
10+ Asset Protection Plan Templates in Google Docs | Word | Pages | PDFFREE 47+ Operational Plan Templates in MS Word | Pages | Google Docs | PDF
10+ Incremental Profit Templates in Google Docs | Google Sheets | PDF | Excel | Word | Numbers | Pages10+ Financial Model Templates in Docs | Word | Pages | Sheets | Excel | Numbers | PDF
8+ Health Reimbursement Arrangement Templates in Docs | Word | Pages | Excel | Numbers | PDF10+ Community Mental Health Care Plan Templates in PDF | Word
11+ Student Progression Plan Templates in PDF11+ Common Core Spending Plan Templates in PDF | DOC
11+ Local Control and Accountability Plan Templates in PDF | DOC8+ Low-Performing Block Grant Plan Templates in PDF | DOC
10+ Action Planner Templates in Docs | Word | Pages | PDF10+ Education Protection Account Spending Plan Templates in PDF
11+ Single Plan for Student Achievement Templates in PDF | DOC10+ Partnership Planning Templates in PDF | Word
10+ Homework Planner Templates in Docs | Word | Pages | PDF | Sheets | Excel | Numbers | AI | PSD | InDesign10+ Physical Education Lesson Plan Templates in Google Docs | PDF | Word | Pages
10+ Technology Proposal Templates in Google Docs | Word | Pages | PDF10+ Church Strategic Plan Templates in Google Docs | Word | Pages | PDF
5+ SEP Retirement Plan Templates in PDF | DOC10+ Employee Stock Purchase Plan Templates in PDF | Word
11+ Trade Planning Templates in PDF | DOC10+ Teacher Planner Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF | AI | InDesign | PSD
10+ Seating Plan Templates in AI | InDesign | PSD | Publisher | Word | Pages | Docs | PDFFREE 11+ Research and Development Plan Templates in PDF | MS Word
FREE 10+ Documentation Plan Templates in PDF | MS Word9+ Knowledge Transfer Plan Templates in PDF | MS Word
10+ Marketing Plan Templates in Google Docs | Word | Pages | PDF10+ Employee Compensation Plan Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF
9 +School Improvement Plan Templates in Word | Pages | PDF10+ Corporate Training Plan Templates in Docs | Word | Pages | PDF
10+ School Marketing Plan Templates in Word | Pages | PDF10+ Training Action Plan Templates in Google Docs | Word | Pages | PDF
10+ Productivity Planner Templates in Docs | Word | Pages | Sheets | Excel | Numbers | AI | PSD | InDesign | PDF10+ Treatment Plan Templates in Google Docs | Word | Pages | PDF
10+ Service Business Plan Templates in Google Docs | Word | Pages | PDF10+ Nonprofit Business Plan Templates in Google Docs | Word | Pages | PDF
7+ Automatic Investment Plan Templates in PDF | DOCFREE 10+ Market Research Plan Templates in PDF | MS Word
FREE 10+ Research Proposal Plan Templates in PDFFREE 10+ Research Business Plan Templates in PDF | MS Word
bottom banner