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More Action Plan Examples and Templates

Action Plan Template

Action Plan Template

Action Plan Template

Action Plan Template

Career Action Plan

Career Action Plan

Milestone Chart

Milestone Chart

Action Plan Example

Action Plan Example

Creately helps you do this with

Pre-designed templates for creating action plans
Easy drawing and diagramming tools strategic planning and goal setting
Share with others in your team for real-time collaboration and group editing
Export your diagrams as SVGs, PNGs, PDFs, etc. for publishing, sharing and printing

Guide and Best Practices

An action plan is a document that lists and explains the steps or actions that need to be completed in order to accomplish a certain goal. It specifies the resources needed and the timeline to action the plan.

How to create an action plan

  • Identify your goals and define your objectives. Make sure the goal you select is attainable within the timeframe and the resources that are available to you.
  • Gather a cross-functional team to create your action plan. Brainstorm together and identify the action steps, which should be attainable and measurable.
  • Choose an editable action plan template from Creately to record information. Invite your team to fill it in during the session via real-time collaboration.
  • Identify the employees who should be responsible for carrying out the action steps as well as those who should be supporting them.
  • Calculate and breakdown the timeline for each action step. Create a clear schedule for carrying them out.
  • Identify and list down the necessary resources for each task. If they are not currently available, figure out how to acquire them.
  • Update the action plan template as you implement the steps. Monitor the progress and make changes as needed.
  • Export your diagram as SVGs, PNGs, PDFs, etc. so you can easily publish, print, embed or share it with others.

More templates and visual ideas for creating an action plan

Meeting Organizer Template

Meeting Organizer Template

Process Map to Train New Employees

Process Map to Train New Employees

Talent Management Process

Talent Management Process

Action Priority Matrix

Action Priority Matrix

Milestone Trend Analysis

Milestone Trend Analysis

Work Breakdown Structure

Work Breakdown Structure

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