Develop a Plan of Action with Free Templates (2023)

In this article, you’ll find the most widely-used, comprehensive list of free action plan templates offered in Excel and Word formats.


Included on this page, you’ll find a downloadable business action plan template, project action plan template, corrective action plan template, and more.

Action Plan Template

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Download Action Plan Template

Excel | Smartsheet

This action plan template provides sections for four goals, and more can be added. The goals are then broken down into action steps that can be assigned a priority and completion status for tracking progress. Starting and ending dates can be added for each action, and a column for notes is also included. This template would work well for project management, event planning, business goals and more.

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(Video) How to Create a Content Action Plan // With Free Templates //

Action Item Template for Excel

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Download Action Item Template

Excel | Smartsheet

This free template focuses on action items, which are listed in the first column with additional space provided for detailed descriptions of each item. The timeline for each item is tracked with a starting date, due date and completion date. Other information for each action item includes priority, responsible party and status. This is a simple yet detailed template with extra room included for notes.

Business Action Plan Template for Excel

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Download Business Action Plan Template

(Video) How to Make an Action Plan - Project Management Training

Excel | Smartsheet

This action plan template can be used as a supporting tool to reach the goals in a business or marketing plan. The goal is clearly stated at the top of the template followed by action steps below. This template provides sections to record necessary resources, potential challenges and final results. The final result of an action item could simply be a successful completion, or new steps may have been identified in the process. An action plan may have to be adaptive in order to reach business goals.

Project Action Plan Template for Word

Develop a Plan of Action with Free Templates (5)

Download Project Action Plan Template

WORD| Smartsheet

Keep your project on schedule and evaluate its progress with this project action plan template. The template breaks down goals into separate sections along with their associated action steps. The timeline, expected outcome, ownership and evaluation methodology can be recorded for each action step. Save the project template as a PDF and print for easy sharing with a team.

Team Action Plan Template for Word

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Download Team Action Plan Template

WORD| Smartsheet

This team action plan template includes spaces for listing team members and tracking attendance at more than one planning session. The template includes the basic ingredients for creating a successful action plan, and a simple layout facilitates group process. Having a clear goal and objective stated at the top will help team members stay focused as they work together to create a plan of action.

Work Action Plan Template for Word

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Download Work Plan Template

This is a detailed work plan template to help ensure success in your improvement efforts. The steps of the work plan are clearly outlined along with important data. What resources are available or needed? Where are there points of resistance that need to be dealt with? What is your communications plan for each step? Including all of these factors in your action plan will help implementation go smoothly.

(Video) Action Plan Template | Organize & track goals and actions in Excel!

Corrective Action Plan Template for Word

Develop a Plan of Action with Free Templates (8)

Download Corrective Action Plan Template

A corrective action plan aims to solve a specific problem or change a situation so that goals can be met. This corrective action plan template provides a simple layout with plenty of room for detail. Both the problem and desired outcome can be defined at the top, and the action plan includes important information such as stakeholders, constraints and metrics. This template can be easily adapted to a wide range of corrective plans.

Employee Action Plan Template for Word

Develop a Plan of Action with Free Templates (9)

Download EmployeeAction Plan Template

This template works well for an employee improvement action plan. Sections are provided for listing supervisors and support team members. The template is also formatted with multiple steps, so actions can be broken down into a very manageable sequence. This provides an organized way for employees to work toward specific achievements.

Sales Action Plan Template for Word

Develop a Plan of Action with Free Templates (10)
(Video) Create an Action Plan Template

Download Sales Action Plan Template

This sales plan template includes room for reviewing current and previous revenue, market and competitor analysis, sales goals, and a plan of action. Having all of this information in one template can help ensure you are addressing the right issues and setting achievable sales goals. The template can of course be edited to include whatever information is pertinent to your business.

School Action Plan Template for Word

Develop a Plan of Action with Free Templates (11)

Download School Action Plan Template

This action plan template was designed with school improvement in mind. It allows you to state a long-term goal, outline different approaches to reaching that goal, and create an action plan based on your chosen strategy. You can identify the budget, materials and time needed for each action step as well as the timeline for its completion and evidence of success. Tracking the success of each action step will help ensure that your school improvement efforts lead to your long-term goals.

Creating an Effective Action Plan

One of the benefits of using an action plan template is that the formatting is taken care of - you can simply edit the template to suit your needs. As you will see in the free templates listed above, multiple layouts are possible for an action plan. But regardless of the structure or content of your plan, here are some tips to keep in mind as you begin the planning process.

  • Choose an appropriate goal and clearly define your objective. Take into consideration not only the importance of your goal, but also how reachable it is considering the time frame and resources you have to work with.
  • Use a team to create your action plan. This won’t be appropriate in certain cases, but brainstorming with team members can help create a stronger plan of action. And in the course of creating a plan, you may find that you need input from others outside the team as well.
  • Choose action steps that are concrete, measurable and attainable. These steps should be clearly defined, not vague ideas.
  • Identify who is responsible for each action step and who will be supporting them. Support people are not responsible for the outcome of an action step, but they assist in the process.
  • Provide a clear schedule for completing action steps. Your final goal may be a short-term project or take years to complete. It’s important to break down the timeline for each step along the way.List the resources necessary for accomplishing action steps. If sufficient resources are not currently available, include a plan for their acquisition.
  • Review and update your action plan as it is implemented. As you track the progress of your plan, make any changes needed as they arise.
  • Communicate with key people about the plan’s progress and effects as it is carried out.

All of the templates aboveare printable, customizable and free to download. They are designed for Microsoft Excel or Word and can be saved in PDF format. Choose the template that best meets your needs and begin creating your action plan.

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(Video) How To Write An Action Plan And Get More Done (Free Template Too!)

FAQs

What does a plan of action look like? ›

An action plan is a plan that contains enough detail to achieve an objective or goal. This typically includes an outline of goals, objectives, measurements, action steps and responsibilities for each step. In some cases, dates and budget are also included. In this way, an action plan resembles a small scale project.

What are the 7 steps in making an action plan? ›

The Seven Steps of Action Planning
  1. Define the Problem(s)
  2. Collect and Analyze the Data.
  3. Clarify and Prioritize the Problem(s)
  4. Write a Goal Statement for Each Solution.
  5. Implement Solutions: The Action Plan.
  6. Monitor and Evaluate.
  7. Restart with a New Problem, or Refine the Old Problem.
9 Oct 2012

What are the 4 features of an action plan? ›

However, the following characteristics are important in all action plans.
  • There is a single, clearly defined, objective.
  • The timescales are realistic.
  • The plan is informed by the past, but focused on the future.
  • The plan takes into account external factors and constraints.

What are the 8 components of action plan? ›

The action plan can be set out following these headings, for each item:
  • Recommendation.
  • Response.
  • Objectives of the action.
  • Action proposed.
  • Responsibility.
  • Time frame.
  • Progress indicators.
  • Expected outcome.

Does Excel have a project plan template? ›

From the Home tab, click Create and choose Browse All Solutions. Type “Project with Gantt Timeline” in the Search box or select Projects from the category list. Click on the Project with Gantt Timeline tile, then click the blue Use button. Name your template, choose where to save it, and click the Ok button.

What are the 3 steps of an action plan? ›

Use the three-step process below to help you:
  • Step 1: Identify Tasks. Start by brainstorming all of the tasks that you need to complete to accomplish your objective. ...
  • Step 2: Analyze and Delegate Tasks. ...
  • Step 3: Double-Check With SCHEMES.

How do you create a 30 day action plan? ›

A 30-60-90-day plan is meant to establish guidelines for you to achieve short- and long-term goals in a new job.
...
Follow the steps below to create a 30-60-90 day plan:
  1. Draft a template. ...
  2. Define goals. ...
  3. Identify 30-day targets. ...
  4. Identify 60-day targets. ...
  5. Identify 90-day targets. ...
  6. Create action items.

What are the key elements of an action plan? ›

Include the three vital elements.

Action plans generally include "what," "who," and "when." They outline the action steps (the "what") your program will take to achieve your goals and objectives, the person(s) responsible (the "who"), and the projected completion dates (the "when").

What is an action checklist? ›

An action item list is a collection of tasks or actions to complete to achieve a larger goal. These lists are typically more comprehensive than to-do lists and allow managers to lead their teams and ensure that they complete projects on time to deliver to customers or clients.

What is the use of an action template? ›

Write an Action Plan Template

Create or use a simple action plan template to collect tasks, deadlines and assignments. This is the place where everything task-related goes in your project action plan, so you have a place for all this crucial information.

How do I write an action plan for myself? ›

1: Get in the right mindset
  1. Make yourself important. ...
  2. Accept what you cannot change. ...
  3. Identify what motivates and inspires you. ...
  4. Consider short, medium and long-term goals. ...
  5. Consider all areas of your life. ...
  6. Write your goals. ...
  7. Prioritise. ...
  8. Set your timeline.
5 Jun 2018

What is simple action plan? ›

Action Plans are simple lists of all of the tasks that you need to finish to meet an objective. They differ from To-Do Lists in that they focus on the achievement of a single goal. Action Plans are useful, because they give you a framework for thinking about how you'll complete a project efficiently.

What are the 4 steps to creating your personal action plan? ›

How to build your personal development plan?
  • Step 1: Clear out your vision. You have to start with the end in mind. ...
  • Step 2: Outline your strengths and areas for improvement. ...
  • Step 3: Build your personal development plan. ...
  • Step 4: Review and adapt.

What is the use of an action template? ›

Write an Action Plan Template

Create or use a simple action plan template to collect tasks, deadlines and assignments. This is the place where everything task-related goes in your project action plan, so you have a place for all this crucial information.

What are the 8 components of action plan? ›

The action plan can be set out following these headings, for each item:
  • Recommendation.
  • Response.
  • Objectives of the action.
  • Action proposed.
  • Responsibility.
  • Time frame.
  • Progress indicators.
  • Expected outcome.

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