Action Plan Template
Stay organized and get an overview of your projects and goals with the action plan template. Keep track of your tasks and improve the way you work.
About the Action Plan Template
We all need strategies to organize our work more efficiently and accomplish our goals. The action plan template helps you stay focused while giving you an excellent overview of your projects and tasks. Use it to organize your schedule and improve the way you work.
What is an action plan template?
An action plan or action planning template contains a list – or series of lists – that detail everything you must accomplish to complete a task. Action plans help with project management by ensuring you focus on small tasks and decisions that are oriented toward accomplishing your bigger goals. They can also promote confidence in your ability to be successful and make things happen.
Why should you use an action plan template?
It’s common for organizations to formulate long-term strategies to achieve certain goals, whether for the overall business or for a specific team. But thinking of a goal or strategy and actually implementing it are two different things. Using an action planning template makes these goals a reality and is very useful when running a strategic planning meeting.
Many people and organizations use templates for action plans as a framework for thinking about how to complete a project quickly and effectively. They help keep everything in order and ensure that nothing is missed. Because every task is laid out clearly, stakeholders can get on the same page about what they need to do and when it needs to get done.
Here are some of the benefits of using an action plan template:
Clarity and direction: The template provides a roadmap for teams to follow, ensuring that everyone understands the plan and their role in it.
Efficient monitoring: With tasks separated into different stages, it's easy to track progress and identify any bottlenecks.
Enhanced collaboration: The visual format encourages team members to collaborate, discuss, and brainstorm in real time.
Flexibility: The template is easily customizable, allowing adjustments as project needs change.
Boosted productivity: By visualizing tasks and progress, teams can focus on what needs to be done and reduce the time spent deciding the next steps.
How to use the action plan template
Here’s how you can use the template in Miro:
The action plan template is made with the Kanban app. With just a few clicks, customize your Kanban board, adding tasks related to your project.
To move tasks around, drag and drop them between the "To Do", "In Progress", and "Done" sections as they progress.
To provide more context or clarity for a task, add any artifact to the board, be it an image, document, or link.
Collaborate with team members by inviting them to view or edit the board. Everyone can contribute in real time.
Remember, the purpose of your project action plan template is to achieve a goal or implement a strategy, so every part of the plan should be geared towards that. Don’t just mindlessly churn out tasks; complete tasks in a way that will make later tasks easier and geared towards what you’re trying to accomplish.
To complement your action plan, you can also use the Corrective Action Plan Template, where you can map out risks and behaviors and make better-informed decisions.
What if I need more sections than the ones provided?
The beauty of the template is its flexibility. You can easily add more sections or adjust existing ones using the Kanban app.
Can I integrate other tools with the template?
Certainly! The board supports various integrations, allowing you to add links, documents, and even integrate with other software tools.
How do I share my action plan with others?
The template supports real-time collaboration. Invite team members or stakeholders to view or edit the board as required.
Is the template suitable for long-term projects?
Absolutely. The action plan template can be used for short-term tasks or expanded for long-term projects, making it versatile for different project durations. Adjust and expand the board as needed.
Get started with this template right now.
Outcome Mapping Template
Works best for:
Diagrams, Mapping, Project Management
Use Miro’s outcome mapping template to improve your operational efficiency. Outcome mapping will help you visualize all the possible strategic outcomes for your upcoming project, allowing you to see into the black box to identify any potential challenges along the way.
Change Control Process Template
Works best for:
Agile Methodology, Documentation, Product Management
You can predict, research, and plan for every detail of a project to go a certain way—then along comes the unforeseen and modifications are needed. That’s when a change control process comes into play. It helps define the right steps to take, gives stakeholders full visibility, and reduces the chances of errors and disruption. And this template is easy to use and highly effective—for ensuring that proposed changes are reviewed before they’re implemented, and empowering teams to veto changes that might prove unnecessary or disruptive.
Stakeholder Analysis Template
Works best for:
Project Management, Strategic Planning, Project Planning
Managing stakeholders is integral to completing a project on time and meeting expectations, so here’s how to use a stakeholder analysis to help. A stakeholder analysis empowers you to meet expectations and complete projects on time by identifying individuals, groups, and organizations with a vested interest in a program or process. In a typical stakeholder analysis, you’ll prioritize stakeholders based on their influence on a project and seek to understand how best to interface with them throughout the course of the project.
Product Strategy Workshop
Works best for:
Product Management, Planning
The Product Strategy Workshop template facilitates collaborative sessions for defining and refining product strategies. By providing frameworks for analyzing market dynamics, identifying customer needs, and setting strategic goals, this template fosters alignment among cross-functional teams. With sections for SWOT analysis, value proposition development, and goal setting, it enables teams to create comprehensive product strategies that drive business growth and customer satisfaction.
Project Kickoff Template
Works best for:
Project Management, Documentation, Meetings
This Project Kickoff Meeting Template helps you have all the information about your project in one shared space, like a project manifesto. This template has seven activities to define your project’s goals and objectives, the team’s roles and responsibilities, and the next steps and resource materials for further consultation. Use the Project Kickoff Meeting Template to manage projects effectively and keep everyone aligned.
Objectives and Key Results (OKRs) Template
Works best for:
Leadership, Strategic Planning, Project Planning
Clarity, focus, and structure — those are the key ingredients to feeling confident in your company’s directions and decisions, and an OKR framework is designed to give them to you. Working on two main levels — strategic and operational — OKRs (short for objectives and key results) help an organization’s leaders determine the strategic objectives and define quarterly key results, which are then connected to initiatives. That’s how OKRs empower teams to focus on solving the most pressing organizational problems they face.