![]() ![]() Look for opportunities to streamline items, create a new workflow, or omit unnecessary tasks. Review and updateĪfter you’ve used your action plan template for several projects, review it. ![]() Finally, connect tracking tools to your template so you can see your action plan’s progress and report on metrics in real-time. These milestones separate out larger wins as you move towards your end goal. Project milestones will also help, especially for action plan templates with a longer time frame. ![]() In your template, set a timeline or estimated start date that you can replicate for each project. Set deadlines and milestonesĮvery action plan should be time-bound. If you use a project management tool to create your action plan template, you can automate it to assign team members and add tools or integrations that update with every new action plan. For example, if your resource allocation review determines there’s no staff available for a timely project, then you know to put the project on hold. This works two-fold to show external teams what resources you need for each project, and to determine if your action plan is viable. Review resource allocationįor every action plan template, create a space for resource allocation. This makes it easy to view progress while ensuring that the team stays focused. Keep your task list accessible for all project stakeholders so everyone can make and track adjustments in real-time. When you use your template for a new project, this task list section will effectively become your to-do list. Structure your action plan template as a hierarchy, with your goals at the top and space for all related tasks below. To create an effective action plan, you need tasks that transform your goals into action items. This helps ensure your action steps are purposeful and connected, eliminating unnecessary and duplicate “ work about work.” 2. Once they’re set, you can refer to your goals to make sure your tasks align with long-term initiatives. These goals will act as a north star for your action plan template. When setting your goals, make them SMART goals: Host a brainstorming session for goal setting where you determine the outcomes of your action plan. Goal settingīefore you start on your work, you need to know what you’re working for. To get the most use out of your action plan, here are some helpful best practices to follow. The most important part of any action plan template is that it’s yours-customized so it’s most useful for your needs. Every time someone creates a new action plan in any department, they can reuse the template you created, cutting back on the time your organization spends preparing for strategic planning sessions. And they’re not just for project managers. Building a reusable action plan template saves you the time and effort of building a new one from scratch for every new project. They’re created during the strategic planning process and used by the project team in the same way as a to-do list, though action plans are a bit more complex.Īction plan templates are the reusable version of your action plans. Action plan templates group all the tasks that will help you hit a specific goal. ![]()
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