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:

1. Clarity and direction: The template provides a roadmap for teams to follow, ensuring that everyone understands the plan and their role in it.

2. Efficient monitoring: With tasks separated into different stages, it's easy to track progress and identify any bottlenecks.

3. Enhanced collaboration: The visual format encourages team members to collaborate, discuss, and brainstorm in real time.

4. Flexibility: The template is easily customizable, allowing adjustments as project needs change.

5. 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:

1. 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.

2. To move tasks around, drag and drop them between the "To Do", "In Progress", and "Done" sections as they progress.

3. To provide more context or clarity for a task, add any artifact to the board, be it an image, document, or link.

4. 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.