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Free MS Word Action Plan Templates - with How To

By Kate Eby | May 9, 2023

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In this article, you’ll find the most useful free action plan templates in Microsoft Word format for project managers, employees, students, sales teams, mentors, and others.

On this page, you'll find six helpful Microsoft Word action plan templates, including an emergency action plan template with a crisis recovery section , a corrective performance improvement plan (PIP) action plan template , a SMART action plan template with room for an initial goal , a sales action plan template , and a student action plan template . Plus, learn how to create an action plan template in Microsoft Word .

Simple Action Plan Template for Microsoft Word

Download the Simple Action Plan Template for Microsoft Word  

Use this simple action plan template to successfully plan and execute goals, and turn your objective into a reality. Enter the name of your goal, benchmarks for success, and details of your evaluation plan, so that you have clear criteria for successfully reaching the goal. You also have room to describe strategic actions, responsible parties, start and end dates, necessary resources, potential hazards, and the desired outcome. The template can help you outline the steps you need to take to achieve your goal. 

For free, customizable action item templates and resources, see this article on action item templates .

Emergency Action Plan Template for Microsoft Word

Download the Emergency Action Plan Template for Microsoft Word  

Solidify your organization’s emergency action plan with this comprehensive template that walks you through the steps to take during an emergency. Add a high-level outline of the plan, key contacts, recovery procedures, and more. Use the crisis recovery procedures section to list the key components to address immediately and the action to take in an emergency. 

Download free action plan templates in multiple formats to help ensure your action plan’s goals are on track.

Corrective PIP Action Plan Template for Microsoft Word

Download the Corrective PIP Action Plan Template for Microsoft Word

This corrective performance improvement plan (PIP) action plan template helps employers, mentors, and others create a document with actionable steps that provide a clear path to success for employees or students. The template helps all involved parties understand what areas need improvement, any previously addressed issues, improvement goals, and expectations from the PIP process. A Goal Activities section facilitates listing activities that employee or student must achieve, as well as start and completion dates. 

Check out this article on corrective action plan templates and these performance improvement plan templates to find more resources and tools.

SMART Action Plan Template for Microsoft Word

Download the SMART Action Plan Template for Microsoft Word  

Creating goals that are specific, measurable, achievable, realistic, and timely (SMART) can help you ensure your plan of action shows clarity and direction. Use this SMART action plan template to create goals that are as concrete as possible, and to outline a way to measure them. This template is the perfect tool for employees and students alike to specify what they want to achieve, set a deadline, and decide how they will measure the achievement of that goal. 

Check out this article on action plan resources and templates in PDF format to ensure that your action plan’s goals are on track for success.

Sales Action Plan Template for Microsoft Word

Download the Sales Action Plan Template for Microsoft Word

Use this sales action plan template to write sales-oriented goal statements, the actions needed to achieve them, the responsible parties or departments, and the due dates. You’ll find space to add resources and desired outcomes for each action. This template can help salespeople and managers clarify the components of a sales action plan, add action step descriptions, and note who is accountable for each action-plan item.

For free resources and templates related to sales action plans, check out our article on sales action plan templates .

Marketing Action Plan Template for Microsoft Word

Download the Marketing Action Plan Template for Microsoft Word

This marketing action plan template can help marketers set goals and identify the steps necessary to achieve them. Complete the Summary, Objectives, Problem, and Solution sections to clarify your marketing needs. There’s room to add granular details to your action plan, such as product, price, pace, promotion, marketing channels, and performance standards, as well as how you’ll measure results. 

Looking for a specific template? This collection of marketing action plan templates has options for specific disciplines such as social media and content marketing, as well as a presentation format.

Student Action Plan Template for Microsoft Word

Download the Student Action Plan Template for Microsoft Word  

Manage any student’s path to success with this student action plan template. Identify areas for improvement, set goals for academic-performance success, and enter a specific goal that your student can strive to achieve. Use the Standardized Assessments, Local Assessments, and Strategy Description sections to further refine the plan of action for the student to improve their educational results.

How to Create an Action Plan in Word

One way to create an action plan in Microsoft Word is to use an existing action plan template. To achieve your plan of action, write your goal at the top of the document, then include the steps to achieve it. 

• Goal: Specify the desired outcome that you want to achieve through your action plan. The goal should provide the overall direction for the plan and set the tone for the specific actions necessary to achieve it. 
• Benchmarks for Success: List the criteria you will use to measure progress, and determine whether your desired outcomes have been achieved by adding some key performance indicators (KPIs), such as customer satisfaction and client retention rate.
• Evaluation Plan: Indicate the systematic process you will use to assess the success of your plan. Your plan-evaluation process might include collecting and analyzing the data, and then reporting the results.
• Strategic Action Descriptions: Write a detailed description of the specific actions that need to be taken to achieve the desired outcomes. Break down these actions into smaller, specific, and manageable tasks.
• Party or Department Responsible: List who’s responsible for delivering each strategic action in your action plan. 
• Start and Due Dates: Add a start and end date for each action in your action plan. 
• Resources Required: List any necessary resources for the specific action, including individuals, departments, and other resources, such as hardware, software, and facilities. 
• Desired Outcome: Specify the desired outcome for each action in your plan. 
• Download an Action Plan Template An action plan template provides a structure for your plan and helps ensure that no key sections are missing. Download an editable action plan template in Microsoft Word to write your plan.
• Submit Your Action Plan Once you complete your action plan, submit it to your project sponsor, management, or executive(s) for approval, so that you can put your plan into action.  Remember: In a successful action plan, you state your goals, provide evidence for the need for achieving them, and then set concrete benchmarks that you must reach in order to achieve them. As a result, once you specify the foundational details of your plan, you can begin to execute it in incremental steps.

Easily Create, Share, and Monitor Your Action Plan in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

20 Free Action Plan Templates

An action plan is a document that outlines the tasks a person needs to complete to accomplish a specific goal. The document breaks up the project into small actionable assignments, each assigned with a timeline. A well-designed plan will outline all the necessary steps to achieve your goal and help you reach your target efficiently. Apart from detailing all the steps necessary to complete a project, the plan also shows the milestones that the person may have so far achieved in the course of undertaking the project.

Whether it’s a personal, business, or career goal, a good action will make it easier for you to track and actualize your goals. It goes without saying that action plans may vary in the levels of detail depending on the complexities of the individual projects. Also, it’s worth noting that different types of action plans, including emergency action plans and affirmative action plans, are available, with each having its specific purpose, as you’ll soon find out.

What is the Purpose of an Action Plan

Generally, an action plan is meant to help someone understand what they will need to do to complete a task, project, strategy, or initiative to realize a specific goal. Anyone can use an action plan to set single or multiple goals based on their needs and preferences.

How Does an Emergency Action Plan Benefit Your Workplace

An emergency action plan is a special type of action plan that may be very crucial for an organization. The difference between it and a general action plan is that the former outlines all the necessary steps and procedures an organization will need to take to respond to an emergency that has occurred in the workplace. On the other hand, the latter simply details all the necessary steps and procedures an organization will need to take to accomplish a given task, project, initiative, strategy, or anything else similar. One may wonder, how does an emergency action plan benefit my workplace? Well, it helps;

• Minimize potential emergencies.
• Ensure employees’ safety in case of an emergency.
• Prevent any downtime that may occur when an emergency happens.
• Prevent potential personal injury lawsuits.

Action Plan Templates

How to Write an Action Plan

Even though action plans may vary in terms of tasks as well as timelines, they generally follow the same format with certain types of details explained below;

• SMART(Specific, Measurable, Attainable, Relevant, and Time-Based) goals.
• A list of tasks to be undertaken to realize the goal of the project.
• A timeline to complete each task.
• A list of resources that will be necessary to complete the project, which may include funds, personnel, tools, and time.
• Details to help monitor the progress of the project e.g., milestones to watch out for.

What is an Affirmative Action Plan?

Just like an emergency action plan, an affirmative action plan is another special type of action plan that can go a long way in an organizational setup. Unlike a general action plan that generally outlines the steps to take to accomplish a specific project, the former is more of a document that gives assurance of employee career advancement rights. That’s because it details the steps that the organization has taken and will take to ensure the right of all persons to progress in the company based on merit and ability as opposed to social identifiers. For beginners, social identifiers are things like gender, race, nationality, religion, disability, political affiliations, etc.

An action plan can be an extremely useful document for any individual or organization. This document details all the actions that will need to be undertaken to accomplish a specific project. Any person or organization can have a project that they need to accomplish. Without an action plan, the person or organization may find it challenging to tell whether or not it’s on the right track towards success. That’s because a well-designed action plan breaks down a project into small achievable tasks and shows the milestones achieved, which is a good progress indicator. Such a document outlines SMART goals, the list of tasks to be undertaken to realize the project’s goal, and a timeline to complete each task. Apart from that, it lists down all the resources that will be necessary to complete the project and details all the information that can be used to monitor the progress of the project.

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School Action Plan

School Action Plan Format

School action plan samples, what is a school action plan, examples of school action plan, tips for crafting a school action plan, how to create a school action plan, what is a school action plan, how do you write a school action plan, what is an action plan example.

I. Introduction:

Ii. goals and objectives:.

• Increase the percentage of students achieving proficiency in mathematics by 15% by June 2051.
• Improve reading comprehension scores by 10% across all grade levels by June 2051.
• Enhance critical thinking and problem-solving skills through integrated STEM activities.

III. Needs Assessment:

• Mathematics Proficiency: Currently, only 60% of students meet proficiency standards.
• Reading Comprehension: Assessment results indicate a need for targeted reading interventions.
• STEM Skills: There is a lack of integrated STEM activities that promote critical thinking.

IV. Action Steps:

• Responsible: Math Department Head
• Resources Needed: Intervention curriculum, training for interventionists
• Timeline: September 2050 – June 2051
• Responsible: Professional Development Coordinator
• Resources Needed: Training materials, external consultants
• Timeline: August 2050
• Responsible: Literacy Coach
• Resources Needed: Reading materials, comprehensive assessment tools
• Responsible: Student Support Services
• Resources Needed: Tutoring materials, training for peer tutors
• Timeline: October 2050 – May 2051
• Responsible: Curriculum Coordinator
• Resources Needed: STEM kits, teacher training
• Responsible: STEM Committee
• Resources Needed: Event planning materials, project supplies
• Timeline: March 2051

V. Resources and Support:

• Budget: Allocated funds from the school budget and external grants.
• Personnel: Teachers, interventionists, external consultants, literacy coach, STEM committee members.
• Materials: Curriculum resources, assessment tools, training materials, STEM kits.

VI. Timeline:

• Targeted Math Intervention Program: Sept 2050 – June 2051
• School-wide Reading Initiative: Sept 2050 – June 2051
• Peer Tutoring Program: Oct 2050 – May 2051
• Integrate STEM Activities: Sept 2050 – June 2051
• Organize STEM Fair: March 2051

VII. Evaluation and Monitoring:

• Data Collection: Regular assessments, progress reports, and surveys.
• Monitoring Team: Led by the Principal and including department heads.
• Review Meetings: Monthly meetings to review progress and make adjustments as needed.

VIII. Stakeholder Involvement:

• Parents: Regular updates through newsletters and parent-teacher meetings.
• Students: Involvement in peer tutoring and participation in the STEM fair.
• Community: Partnerships with local businesses and organizations to support STEM initiatives.

IX. Conclusion:

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Step 1: Establish the Objectives

Step 2: conduct an analysis, step 3: list the action items , step 4: set a timeline, share this post on your network, you may also like these articles.

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Student Lesson Plan

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Plan Templates

7+ school action plan templates – word, excel, pdf.

Are you planning to open up a school? With free school action plan template you can make it concise, a rough drawing of the school can also be made with highlighting features that gives you lot of advantage in the long run. To download school plan template you have to make all the necessary changes in the school action plan template .

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Education Planner

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Education planning and scheduling are very useful for students and teachers both. To learn the educational courses in the right way, one should make a proper plan to learn the entire course. By making a detailed educational plan, you can start learning the important subjects first and leave less important subjects for later. Proper planning helps in enhancing educational skills.

When you are planning to learn in the systematic manner, then you can download these Education Planner Examples & Templates to make perfect plan. These templates are designed to map out your educational requirement.

Education Action Plan Template

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Education Planner Examples & Templates

1. student education planner.

For students, this a very useful educational planner that they can use to plan out their studies. This template is formatted in very nice way so students won’t have to face any difficulties while making their study plan . Students can simply download this template online and add their study plan in it. The template can be edited and printed without any hitch.

2. Education Planner Instructions

Size: 116 KB

It is a template formatted for teachers. Using this template, teachers can easily convey instructions to their students. The template can be customized very easily with the help of computer system. After editing the template with the desired instructions, it can be printed  shared in the form of physical copy with students or can be shared digitally.

3. General Education Planner

Size: 521 KB

This is a general education template that can be used by anyone who is involved in the educational field. The layout and content of the template is very generic. The template has quality to easily download, edit as per requirements and share digitally or by printing. To plan one perfect educational solution, you can use this template.

4. Education Planner Contact List

On this educational planner template, you can create list of the contacts that can help you in achieving your study goals. The template has proper layout in which you can add contact details of your teachers, fellow students and other related people. It is a PDF file template that can be downloaded for free and edited smoothly with the help of smart gadgets.

5. Education Planner Directions

Size: 69 KB

To add right direction to your educational planning, you can use this well presented and crafted template. This template will let you choose right direction on the basis of a proper planning and data. The editing and printing process of this template is quite simple and elegant.

6. Music Education Planner

Size: 52 KB

If you are learning music, then you can download this template to map out your schedule . The structure of the template is designed to suit the requirements of musicians. The quick to download and easy to add information features of the template are very useful. This educational planner is a dynamic way to learn new music skills.

7. General Education Academic Planner

Size: 240 KB

When you are studying the academic courses, then you should plan everything with the help of this template to excell in your studies. The template has been designed to satisfy all the important subjects and can be effortlessly downloaded. The editing and printing process of the template is very easy and the template can be easily operated.

8. Outdoor Education Planner

Size: 481 KB

If your education course is based on the outdoor activities, then you can easily plan out your every outdoor activity with the help of this template. It is a well formatted and presented template that can be downloaded free of cost. After downloading the PDF file format, you can effortlessly edit and print it as per your requirements.

9. Educational Planner Appreciation Day

Size: 100 KB

This is a simple and elegant educational planner template that can be downloaded with just one click. The features of this template are very clean and useful. The simple editable and printable features of the template are truly amazing and can be effortlessly operated by anyone.

10. Education Planner in PDF

Size: 268 KB

This is a free educational planner template which is available in the PDF file format. One can easily download it and edit with the help of computer system without any hassle. You can create one professional looking educational planner with this simple and classic template format.

11. Educational Facilities Planner

Size: 122 KB

If you are creating an educational planner for a facility, then this template can easily speed up your process. You just have to download the PDF file format template in your computer and edit the downloaded file with your content. Once your template is fully designed, you can take print out of it and share with your team.

12. Education Planner Sample

Size: 245 KB

This sample educational planner template can be your base of creating one informative and authentic educational planner with ease. It is a fully functional and editable template that can be downloaded for free in the PDF file format. The template is very beautifully designed and presented so it is a great way to map out your every move.

13. Enrolled Student Education Planner

If you want to design the educational planners for your whole class, then you can use this template without any worry. You can make the list of all the enrolled students in your class and design education plan for each and every student according to their syllabus. This template can be downloaded with just one flick of your finger and can be edited even more quickly. Just download this template and make your students productive.

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65 Free Action Plan Templates For Excel, Word, PDF, PowerPoint, and Google Docs

By Owen McGab Enaohwo | October 26, 2017

By Carlo Borja | April 14, 2022

Last Updated on October 30, 2024 by Owen McGab Enaohwo

Featured Bonus Content: Get 65 Free Action Plan Templates! Click Here To Download It.

If you don’t want to spend years wishing you achieved your goals, you need to act on them now. The best way to do so is to have an action plan.

Having a long list of tasks to complete can be overwhelming. As you see the list grow, you may lose the motivation to do any of them. That said, if you have a step-by-step action plan that spells out your chores in achievable pieces, you can accomplish them without noticing.

Action plans assist in keeping track of your work progress. With an action plan in place, you’ll have an official start and end date, as well as an estimate of how long each step will take. You won’t have to spend mental energy each day trying to decide when and how to start. 

Also, you can use an action plan to keep track of your project budget and determine whether you need to change your time or resource estimates.

In this in-depth post, you’ll learn what an action plan is, why you need one, and how to make action plan templates on Microsoft Excel, Word, PDF, PowerPoint, and Google Docs.

We’ll also answer some frequently asked questions about action plans. Finally, we’ll give you access to 65+ free, editable, and downloadable action plan templates for Word, Excel, PowerPoint, PDF, and Google Docs.

Let’s get started.

Chapter One: What is an Action Plan and Why Do You Need One?

Chapter Two: Action Plan Templates For Excel

Chapter Three: Action Plan Templates For Word

Chapter Four: Action Plan Templates For PDF

Chapter Five: Action Plan Templates For PowerPoint

Chapter Six: Action Plan Templates for Google Docs

Chapter Seven: How to Make an Action Plan on Excel, Word, and Google Docs

Chapter eight: action plan templates frequently asked questions (faqs), chapter nine: create and manage your action plans using sweetprocess.

Every situation benefits from having an action plan. It is a simple success roadmap if used judiciously. In your job, business, or personal endeavor, a well-designed action plan will highlight what to do at every point and assist you in tracking achieved tasks. 

For instance, do you want to switch to a tech career by a specific age? An action plan helps you consider your existing qualifications, identify your existing strengths, and point you to the courses you’re going to need to take to successfully achieve this transition. You can also include the top tech organizations you’ll hopefully transition into.  

If you’re working on a project, the action plan forces you to consider the number of resources you have at your disposal, the complexity of the project or objective at hand, and the level of detail necessary when executing the project. 

What is an Action Plan?

Action plans are communication tools that simplify complex tasks and initiatives. It is an organizational strategy framework for identifying steps that you must take to achieve a goal. 

When using an action plan, you should consider and map out specific tasks to help the organization set quality standards and save costs. This enables you to avoid trial and error as much as possible. 

An action plan is a social planning tool. With it, you can document actions that serve as a symbol of a company’s or nation’s accountability. 

For instance, an action plan might be used by a city to express plans to enhance a neighborhood. This could involve plans for adding green spaces, services, living streets, and better rail service.

Why You Need an Action Plan

Many companies have a growth strategy, but nothing gets done at the end of the day. This happens because they have no action plan to follow to provide a roadmap for how and when to complete each task. 

Your action plan is a working document that makes your strategy a reality. As a result, you achieve your tasks and allocate resources to your team for efficient job implementation.

You need an action plan so you can:

• Focus on specific goals

Action plans provide you with the framework to efficiently execute specific tasks, so you complete your work without distractions. 

• Logically complete tasks

It assists you in completing your tasks in a logical order and ensures that you do not overlook or miss any essential steps. 

• Effectively delegate tasks

Action plans make it easy to determine when you need to delegate or outsource tasks. The document quickly points you to what job to outsource and how to do it. That way, you’ll save time and effort as you’re able to delegate tasks that slow your progress or do not achieve the end goal for your business. 

• Efficiently keep records 

Having an action plan lets you document the time and resources you’ll likely spend on tasks. This way, you stay motivated and ensure that you complete your job in as short a period as possible.

• Avoid procrastination

With an effective action plan, you’ll avoid procrastination. This is because an action plan provides you with a visual map that documents achievement in a structured manner. As a result, it helps you see your progress when you need to complete each job faster. 

What You Should Include in Your Action Plan

Action plans are likely to fail for two reasons: You may not take action as written on the document, or you fail to include the essential points to make the path to success clear in the action plan.

When creating an action plan, here are the specifics to include to use it efficiently.

Define your goal

You need to understand your goal before creating an effective action plan. Having this at the top of your action plan motivates you to keep moving forward.

State the actions 

Write out the step-by-step actions that are involved in doing every task. This will help you to achieve your set goals and minimize decision fatigue.

List the persons in charge 

Mention the employees who will be handling each step. This introduces accountability to your action plan and creates a sense of responsibility in the mind of stakeholders.

Timeline 

You’ll be less likely to achieve your goals if you don’t attach your set goals to a particular deadline. Having a deadline for each step keeps you on your toes to effectively deliver your tasks.

Resources 

Identify the assets you need to allocate for each step. When resources are not available, your action plan will experience a delay. Therefore, in your action plan, ensure that you include plans to acquire the necessary resources to meet your project delivery deadline. 

Potential barriers 

Be mindful of the factors that can potentially hinder the completion of each step. Considering this will force you to have mitigation strategies in place for every foreseeable problem that arises.

Track your progress

It won’t be fair to realize that your goals won’t be met at the end of your task. You should track your progress to avoid this. Not tracking each process leads to mistakes and inefficiencies, and you’ll waste time going back to fix your errors. 

Why Use an Action Plan Template?

Are you a worker who wishes to enhance your job performance, or a project manager whose task is to delegate responsibilities to team members? 

You need an action plan to help organize human and material resources. With this, you can identify a clear route to meet your objectives and confidently manage related tasks in the most effective sequence to attain your goal.

But creating an action plan from scratch could be time-consuming for you. Hence, the need for an action plan template.

Action plan templates are industry-specific, ready-made documents that you can instantly download and use. 

You need to use action plan templates because they not only help you stay motivated and track your progress toward your goals, but they also help you save time as you can adopt them very quickly.

Whether you’re working alone or with others, action plan templates guide you in all categories of your work and can be a reference for those who should be held responsible for each task. Using an action plan template helps you prevent delays and errors.

Action plan templates enable you to transform your vision into attainable objectives and tasks. 

How to Make an Effective Action Plan

To make an action plan, here are steps to consider:

Step 1: Define the problem

The first step to solving a problem is to understand what it is. By identifying the problem, you can assess the circumstances surrounding the problem and examine possible solutions.

At this point, you’ll consider all ideas and ask for feedback from your team and the parties interested in solving the problem. 

Step 2: Gather and analyze information

The next step is to gather and analyze the collected data to support or reject whether the problem exists or has a different root cause than you anticipated. 

You would figure this out by asking questions like: 

• What is the root source of the problem?
• What do others think about the situation? 

Step 3: Define and prioritize the problems

In cases where you find there are more problems than the ones you envisioned, there is a need to prioritize them so that you may focus on the most pressing issues first. 

Ask yourself the following questions to assist you in sorting the concerns:

• Which issue is likely to cause more problems?
• Which problems have the most considerable influence on the operation’s long-term financial stability?

Step 4: Write a goal statement for each solution

Now that you’ve identified the problems and gathered information associated with it, write out the goals’ statement for each solution using the S.M.A.R.T framework. Setting S.M.A.R.T. objectives or goals means the goals are specific, measurable, attainable, realistic, and timely. 

You should then look through the solutions and analyze them for difficulties. If you identify any, then find a solution as you proceed.

Step 5: Put solutions into action—the action plan

Next is to itemize the actual steps to solve the issues. 

An action plan developed this way will let you complete your tasks effectively and efficiently. It will also transform your elusive goal or strategy into a people-oriented solution. 

Then create your resulting action plan. This should answer what, when, how, where, and who.

Step 6: Evaluate your process

Walk through each action’s process. Evaluating the process is the best strategy to determine if the goal and action plan effectively resolve the issue. 

Sticking to a well-designed monitoring technique will assist you and your team in determining when the action plan requires revision.

Chapter Two: Action Plan Templates for Excel

Excel is an intuitive tool for creating an action plan template. We’ve compiled some free action plan templates for Excel below, which you can download, tweak, and use for your organization.

• Work action plan template 

Click here to download the Work Action Plan Template

The work action plan template contains a list of actions you must complete to accomplish a simple project. In addition, it has sections documenting needed resources, possible difficulties, and results. 

You can use your action plan to structure tactics and modest stages toward reaching long-term objectives. 

• Corrective action plan template

The corrective action plan template lets you spell out the steps needed to deal with an issue disrupting your organization’s operations. 

Businesses can streamline their procedures and remove errors when they use these templates. Corrective action can take numerous forms, including training, product redesigns, and other enhancements. This template enables users to make a cohesive action plan. 

• Mentoring action plan template

A mentoring action plan template identifies the mentor and mentee relationship’s actions and goals. With this template, you’ll have the themes to focus on to help your mentee define their professional goals.

• Excel sales action plan template

The Excel sales action plan template helps you plan your sales targets using the built-in flexibility of an Excel spreadsheet. This sales plan template is segmented into 12 months and divided into product lines. 

It includes columns for last year’s performance, current sales goals, and outcomes. It also lets you create a yearly sales strategy and compare statistics across products and over time.

• Maintenance action plan template

A maintenance action plan template is a document that outlines what must be done to keep assets in a facility in good working order. The information in the template will assist you in ensuring that an asset is used to its full potential. You can keep track of maintenance schedules using the estimated time column, and check and record accountability when the task is complete.

Chapter Three: Action Plan Templates for Word

Microsoft Word is one of the most straightforward tools for making an action plan template. It provides you with easy-to-use features to achieve an easy-to-read, comprehensive document.

Here are some free action plan templates for Word, which you can

download, tweak, and use for your organization.

• Project action plan template

The project action plan template provides you with a place to document the steps needed to finish a simple project or goal. In addition, it identifies the vital tasks you need to focus on to deliver your projects within timelines successfully. 

• Blank action plan template

The blank action plan template outlines a series of stages or activities that must be done to complete the work or task correctly. It helps you keep track of task accomplishments and the money and equipment needed to execute the action. 

• Sales action plan template

A sales action plan template outlines what you’ll do to meet your sales objectives, with an emphasis on the transactions and relationships you can build with clients.

Things included in this template are: 

• Who your top customer segments are
• Your revenue target
• How to structure your teams for success 
• Sample corrective action plan template

A sample corrective action plan template helps you lay out the process of prioritizing and correcting specific hazards or deficiencies in running your organization. In addition, it helps you to deal with any issue that may disrupt your workflow. 

It has sections to streamline your work process while eliminating errors.

• Startup action plan template

This startup business plan template includes the essential elements you’ll need to pitch investors and stakeholders on your business idea and strategy. 

An executive summary, a financial overview, a marketing plan, specifics on product or service offerings, and more are all included in the template.

• Personal development action plan template

The personal development action plan template provides you with an assessment for personal growth in the context of professional goals, education, relationship, or self-improvement. This is usually based on awareness, values, reflection, goal setting, and planning.

• Non-profit action plan template

A nonprofit action plan template outlines your organization’s current state and lays out a strategy for the next three to five years. It also details your objectives and plans for achieving your organizational goals. 

You need to consistently update your charity business plan to reflect your changing goals and circumstances.

• Account action plan template

The account action plan template provides your sales team with practical and effective strategies for transforming major account relationships into long-term partnerships. 

It serves as a tool for the sales team to plan and manage the account and keeps critical developments up to date for management. It’s also used to maintain control of the account’s performance.

• Basic action plan template

The basic action plan template contains sections to focus on when achieving your fundamental goals. It allows you to create action stages that you can prioritize and keep track of when completing your project while you measure progress and evaluate performance. 

• Education action plan template

An education action plan template allows you to monitor the progress of a new educator through the set objectives toward a goal of achieving professional growth. Also, it provides instructional assistance and comprehensive assessment across educational boards. 

•   Sample action plan template

This sample action plan template allows you to manage your work and complete tasks on schedule. It provides you with information such as the purpose of your plan, instructions for using it, goals, and action items. 

It also allows you to add the timeframe for completion, who is responsible, resources, potential hurdles, communication strategy, evaluation method, and so on.

•   Simple action plan template

The simple action plan template allows you to keep track of the tasks that must be accomplished daily to achieve a larger goal. You can document your objectives, task list, success criteria, timeframe, and available resources. Each page has a label where you may enter information about your firm in addition to tables and images.

Chapter Four: Action Plan Templates for PDF

You can easily create your action plan templates in PDF format. We’ve compiled 20+ free action plan templates for PDF, which you can

•  Recruitment action plan template

The recruitment action plan template helps you recruit potential partners for your company. It includes responsibilities for recruitment and appointment, and recruitment timing so that potential partners are tracked and approached on time.

• Team action plan template

The team action plan template includes sections for listing team members and keeping track of attendance at multiple planning sessions. 

It also includes all of the necessary components for producing an effective action plan for a team with a straightforward layout that makes group work more accessible. 

•   Epilepsy action plan template 

The epilepsy action plan template includes a section for healthcare providers and patients to collect data about the patient’s health. 

This template encourages healthcare practitioners to use a shared decision-making approach that allows the person with epilepsy and their family to engage as partners in all healthcare decisions in a collaborative relationship.

•   Emergency action plan template

The emergency action plan template outlines detailed procedures for dealing with any work-related situation that is likely to occur. An emergency action plan is a written strategy that specifies the proper response to several unforeseen emergencies. 

This template makes it easy to create and share emergency action plans that include names and phone numbers for emergency personnel, utility company emergency contacts, and training plans.

• Business action plan template

A business action plan template lays out the needed resources to achieve a goal, creates a timeframe for completing specific activities, and determines the resources required to achieve the business’s aim. 

This template has sections for recording required resources, future challenges, and ultimate outcomes. Successful completion of an action item may be the end outcome, or you might have discovered more actions needed during the process. 

• Incident action plan template

The incident action plan template is a written document that outlines the incident objectives and the techniques used to manage them over the operating time. 

It contains critical information on who to contact in an emergency, task assignments, resources, and safety requirements, based on the incident objectives.

• 90-day action plan template

A 90-day action plan template contains a framework for onboarding, acclimating, and educating new team members. It establishes expectations for what the person is expected to do in the first 90 days including learning and performance objectives.

A 90-day action plan template helps you set short- and long-term goals for new employees.

• Affirmative action plan template

An affirmative action plan template defines your company’s attempt to provide equitable employment opportunities and encourage employee progress regardless of gender, ethnicity, disability, or veteran status. Based on federal rules, affirmative action should be reviewed and updated at least once a year.

• Strategic action plan template

A strategic action plan template provides you with steps needed to achieve strategic actions. It allows you to mobilize the resources needed to carry out those activities to ensure timely task delivery. 

• Housekeeping action plan template

The housekeeping action plan template shows how to recruit and train housekeeping staff. It delineates the goals and objectives for training as well as the training stages. 

• Human resources action plan template

The human resource action plan template provides a continual process of systematic planning beforehand to ensure that the organization’s most important asset (quality employees) are used to their full potential. 

Human resource planning ensures that employees and jobs are a good match while preventing labor shortages or surpluses.

• Church emergency action plan template

A church emergency action plan template is a document that provides answers to all questions of what, where, when, how, and who in a church emergency event. 

The more detailed the plan is, the less valuable time will be lost in a calamity. In addition, this plan can provide information on a familiar gathering spot in an emergency, ensuring that no one is left behind.

• Physical fitness action plan template

The physical fitness action plan template allows you to complete the daily fitness routine. By completing the fitness action plan you reduce the chances of developing certain illnesses and diseases that may arise due to inactivity. Physical activity aids in the maintenance of healthy bones, muscles, joints, as well as weight management. 

• Company emergency action plan template

The company emergency action plan template documents all the critical and significant information to create a solid emergency action plan. This template comes with various headers, sections, and fields that you can modify to suit your company’s specific needs.

• Discipline action plan template

A discipline action plan template contains the information necessary to maintain a company’s or organization’s standards of behavior. In the workplace, the purpose of discipline is to correct wrong behavior step-wise and document each step in the process. 

A disciplinary action policy can shield you from legal implications while also preventing issues from impacting your staff and company. 

•   Diving emergency action plan template

The diving emergency action plan template provides explicit instructions to help uneducated witnesses contact emergency personnel and provide them with details about diving accidents.

In an emergency, processing too much information wastes time. So information that includes a scuba-specific emergency hotline, standard emergency numbers, and diving locations are essential. 

• Personal mental health action plan template

The personal mental health action plan template makes personal health goals simpler for you, although planning personal health does take time and effort. 

Still, the template emphasizes the significance of prevention while also recognizing the critical role of mental health in achieving health for all individuals.

• Early years action plan template

The preschool or early years action plan template allows you to create the school action plan for your children, making it easier for them to learn and grow. 

As a teacher, you must establish an action plan for your students to benefit both the students and yourself.

• Library action plan template

The library planning action plan templates aid institutions in addressing broader shifts in how information is sought, accessed, and consumed so that students prepare ahead for success in an increasingly data- and knowledge-based world. 

Higher education institutions can use library strategic planning to save money, control rising student fees, and meet accreditation requirements.

• Presentation action plan template

The presentation action plan template provides a blueprint to prepare slides or collections of slides that you can use for a meaningful presentation. It includes layouts, colors, fonts, effects, background styles, and content to guide your presentation.

• Gender action plan template

The gender action plan template contains a road map for gender activities that a company or organization has adopted. 

Its goal is to make institutions’ operations more gender-responsive, transformative, effective, efficient, and successful by redressing existing gender disparities and redefining women’s and men’s gender roles and relationships through gender mainstreaming guidelines.

• Church mission action plan template

A church mission action plan template provides a hopeful and optimistic glimpse into the future. It’s the church’s inspiring, long-term plan for what they’ll be able to do, who they’ll help, and how they’ll be seen in the future. 

• Wellness recovery action plan template

A wellness recovery action plan template is a framework that teaches how to make positive personal adjustments in your feelings and how you respond to life’s obstacles. 

It is a self-designed preventive and wellness planning technique based on mutuality, self-determination, and the concept that resilience, recovery, and wellness have no bounds.

• Employee action plan template

An employee action plan template contains an incorporated performance planning process that maps out the steps an employee plans in order to achieve a particular goal or objective. 

It provides a process that an organization must develop to identify and prioritize their actions and identify quick and simple changes to demonstrate to employees that it is committed to implementing an action plan in response to employee engagement feedback.

• Family emergency action plan template

The family emergency plan template is a valuable document that helps you identify each family member’s roles in an emergency and guides you and your family members to work together as a team in the event of a disaster. 

It’s an essential aspect of any preparedness strategy and may help protect people’s lives, limbs, and property before, during, and after a disaster.

• Advertising action plan template

A marketing action plan template is a crucial tool that can assist your marketing department in determining the subsequent measures to take to improve the company’s marketing procedures. 

It has both a marketing strategy and an action plan. The vision, goals, and target audience of your organization are defined in the strategic component of the design.

• Printable action plan template

The printable action plan template provides you with a solid reference point for gathering and printing actual copies of action plans without the need for any special software or device. In addition, it gives ease in writing on them and highlighting essential portions of relevant themes. 

• Internal audit corrective action plan template

The internal audit corrective action plan template helps you adhere to the step-by-step instructions to conduct the financial inspection of your company. In addition, it allows you to determine cost-saving strategies and reveal spending deficiencies.

It is the state where you can discover the answer to your financial situation’s nonconformity. The strategy aims to avoid and regulate the recurrent problem. It addresses the issue at its source and reduces the likelihood of recurrence.

Chapter Five: Action Plan Templates for PowerPoint

PowerPoint helps you visualize your action plan. Here are some free and downloadable action plan templates for PowerPoint, which you can download, tweak, and use for your organization.

• Meeting minutes action plan template

The meeting minutes action plan template contains written notes taken during a meeting. They emphasize the essential subjects debated, motions made or voted on, and activities carried out. 

You can use the meeting minute template to keep track of your project or company meetings. This easy-to-follow, step-by-step template for minutes contains a formatting style that everyone in the conference will appreciate.

• Task action plan template

A task action plan template is a document that outlines the steps necessary to achieve your goal. A solid action plan will specify all of the required procedures to attain your goal and assist in reaching your target efficiently by giving each stage in the process a start and end date. It also breaks down the goal into short, quantifiable activities, which might assist in achieving your objectives. 

• Project planning timeline

A project planning timeline template encompasses the whole duration of your project, from beginning to end, and includes the dates of each deliverable and project milestone in chronological sequence. It allows the project manager to see all the tasks in one spot, making planning easy.

Chapter Six: Action Plan Templates for Google Docs 

Google Docs helps you create action plan templates for your business

from scratch. Here are some editable and downloadable action plan

templates for Google Docs, which you can download, tweak, and use for

your organization.

• Retention action plan template

The employee retention action plan template contains an easy-to-edit format to assist with adjustments to the employer-employee contract. Using retention action plan templates makes it easy to keep your valuable human resources team . 

Some of the standard components of the retention action plan include survey and exit interview analyses, the employer’s strengths and weaknesses, the retention plan’s purpose, and finally, the exact measures to be implemented.

• Reading action plan template

The reading action plan template outlines the steps you’ll take to reach your reading objective. This involves the reading exercise, rewriting the learned concepts through the recall process, and taking meaningful notes. Maybe you need to ace an exam or teach an idea to others; the reading action plan template is a tool to achieve reading success.

• One-page action plan template

A one-page action plan template allows every organization, particularly new start-ups, to quickly develop new versions of their business plan to keep track of the most recent assumptions and strategy changes. 

Sequential planning is essential when you’re starting your business plan. List your original assumptions, and then try to validate the assumptions. Most of your premises will be incorrect, and you will need to shift course.

• Employee engagement survey action plan template

As the name implies, an employee engagement action plan template provides a strategy that necessitates deliberate action. The goal of an employee engagement action plan is to help your team members become more engaged, have a better working environment, and increase staff retention. 

An employee engagement action plan is an essential process that organizations should go through to determine the activities to improve the organization’s structure. However, you must demonstrate the changes to your staff through employee feedback and meetings.

• Work action plan template

The work action plan template is a detailed work plan template that guides you in achieving success in your initiatives. The steps of the work plan, as well as critical data, are clearly described. The template also makes it easier to focus on the most vital issues like: 

• What resources are available?
• What resources are required? 
• What are the points of resistance you must address? 
• What is your strategy for each step’s communication?
• Change management action plan template

A change management action plan template can assist you in document management including tracking document owners and responsible parties. 

You’ll need a change management strategy to thrive in business. During the control and execution stage of your change management plan, this template describes all of your duties in managing and controlling change.

•   Company action plan template

The company action plan template sets out every piece of a standard business plan to help you develop your own. It includes space for companies seeking investment to add finance information. 

• Personal action plan template

If you want to achieve your goals systematically, use the personal action plan template. A personal action plan template can influence you to achieve more productive and efficient results. 

• Sales and marketing action plan template

The sales and marketing action plan template outlines how you intend to attract, engage, and convert prospects into paying customers. The template directs marketing and sales in their day-to-day actions, assisting them in defining agreed goals, and strategies for achieving them.

• Compliance corrective action plan template

Compliance corrective action plan template includes compliance action plans to ensure that your organization and staff follow the standards you’ve set for a work environment, as well as the standards set by local and national governments. 

The contents, such as actions and tasks, must be as precise as possible so that your team members understand what needs to be done right away.

• Easy action plan template

An easy action plan template consists of a list of actions or tasks that must be accomplished to achieve the goals you’ve set. This easy action plan template will guide you to get through the disorderly situation and help you reach your goals faster. 

• Stay interview action plan template

A stay interview action plan template includes a planned conversation that a leader has with each employee to understand the precise steps that must be taken to improve the organization’s engagement and retention.

•   Rescue diver emergency action plan template

The rescue diver emergency action plan template provides potential diving accident victims the aid and guidance to help themselves and assist rescuers during response.

• 100-day action plan template 

A 100-day action plan template provides you with a structure to onboard, accommodate, and educate new team members. It outlines expectations for what the person should do in the first 100 days, including learning and performance goals.

• 30-day action plan template 

A 30-day action plan template provides you with a structure for figuring out how to onboard and educate new team members . In addition, it defines expectations for the individual in the first 30, 60, and 90 days as they learn to manage social media.

• Case management action plan template

A case management action plan template allows case managers to record, plan and execute case actions. It includes the overall administration of cases and ongoing monitoring and evaluation of service needs.

• First aid action plan template 

The first aid action plan template assists you in dealing with a health crisis. Following it helps keep a person breathing, lessen their discomfort, or mitigate the effects of an accident or unexpected sickness before the ambulance comes.

You can take first aid training so you can recognize an emergency and provide basic first aid until expert help comes.

Below are some ways to make an action plan template. 

How to Make an Action Plan in Word

Word is a popular commercial word processor created by Microsoft. It is included in the Microsoft Office productivity package and is available as a standalone application.

You can create an action plan on Microsoft Word.

Here is how to do so:

• Open your Microsoft Word application

Select a blank document on your Microsoft Word application home tab and click on create. This will create a new Word application for you.

• Insert table into the document

Next is to click on the “Insert” tab, then select “Insert Table.” Create a table of five columns and five rows.

• Type text into your table

Insert text headers: Action, Who, Due Date, Status, and Additional Action to your table. 

Then, under each header, state the action you want to achieve, who’s responsible for achieving it, the due date for completing the action, its current status, and additional tasks or actions that may arise from that task.

Below is a video tutorial that walks you through how to do this:

How to Make an Action Plan in Excel

Excel is a spreadsheet tool available as a web, mobile, and desktop application. It’s perfect for creating an action plan and similar to Google Sheets.

This is the step-by-step process for creating an action plan in Excel.

• Open an Excel spreadsheet

Open your Microsoft Excel spreadsheet and click on the “New” tab. Then double click on a blank document or click on the “Create” tab.

• Select a portion of the sheet 

Left-click, hold, and drag your cursor to the portion of the Excel spreadsheet that you want to use as your action plan.

• Give your area selection a border

After selecting, click on the icon as shown in the image below, then select “All Borders.” This will give the selected area a nice full border, making your selected area stand out from the entire spreadsheet.

As shown in the image below, type text in the headers of your table and label each as What, Who, When, Status and Comments.

Now you can fill in what your action is, who will be in charge of it, when the action should be completed, the status of the completion, and any needed comments.

This video tutorial below shows how to create an action plan on Microsoft Excel:

How to Create an Action Plan in Google Docs

Google Docs is a word processing tool that comes with Google’s free,

web-based Google Workspace suite. It’s perfect for creating an action plan template similar to Microsoft Word. Its sweet spot is that it allows you to share the document with your team easily.

This is the process for creating an action plan on Google Docs.

• Open Google Docs from Drive

Make sure that you log in to your Google accounts. Then, from Google applications, open Drive, then open Google Docs as shown in the image below. 

• Title your action plan

Give your action plan a befitting title. 

• Insert a table

Now click on Insert, then Table. 

• Type in header text

After that, type in the header text and label each, as shown in the image below.

Below is a video tutorial on how to create and share action plan templates with your team:

Here are the answers to some frequently asked questions about action plan templates.

How do I make a simple action plan?

To make a simple action plan template, you need to: 

• Determine your goals. State what you want to achieve with your action plan. 
• Write down your objectives. It will be challenging to track what you want to achieve if you don’t write it down.
• Establish a deadline. Setting a deadline is the next step.
• Make a checklist. Create a list of your actions. 

What is a good action plan template?

A good action plan template guides you to achieve your goals and objectives and evaluate your progress.

Is there an action plan app?

Yes, there are different action plan apps. Examples are the 90 Day Action Plan on Google Playstore, My Action Plan app on AppStore , and InPhase Assurance app. 

You can also use SweetProcess iOS and Android apps as an action plan software to create and manage your company’s processes, procedures, and policies.

How effective are action plans?

Action plans are effective because they make your goals clearer. They also aid in forming consensus toward a goal and foster a sense of responsibility and accountability. 

What is the main purpose of an action plan?

The main purpose of an action plan is to specify the resources you need to achieve your goals and provide a schedule for when you must perform certain activities. 

How do I write a better action plan?

To write a better action plan, you should have a clear idea of what you want to achieve, then make the objectives quantifiable. After this, download the relevant templates specified in this article and tweak them to represent your required actions.

SweetProcess helps organizations document their company’s policies, procedures, and processes.

If you want your team members to achieve their goals on time and become more productive at work, you can use our software to do so.

Here are some companies who have leveraged the power of our software to manage their employees effectively and efficiently in one place.

Spark Marketer is a marketing agency for small- and medium-sized local businesses that want to leverage digital marketing to grow their businesses. Its dedicated team works closely with companies to navigate the digital space and achieve measurable results. 

The Nashville-based company has a track record of success working with chimney businesses in the home services space. It is committed to offering its clientele a custom experience and more than essential online services. They also create marketing campaigns focused on the unique attributes of each business to generate continuous income.

One of the biggest problems Spark Marketer faced was a lack of documentation. As a result, employees depended on tribal knowledge to get things done, which resulted in disorganization in the workplace. 

“When you’re doing work to a standard, then you can measure against that standard. Before, we would have these nebulous conversations when we had to let someone go: ‘Well, we don’t feel like you’re doing the job well.’ ‘Show me where I wasn’t doing it well, and I’ll change.’ This is horrible to admit now. I’m almost ashamed to say it but you know, there was no objectivity,” said Carter Harkins, co-founder of Spark Marketer.

Then they adopted SweetProcess to foster growth . Carter and his partner were introduced to SOPs by a business consultant, and they gave it a shot using Google Docs. However, they soon began to see the importance of documentation, and as their business began to grow, they realized that Google Docs was insufficient to sustain their growth. 

Carter said, “Growth causes you to think differently. You start realizing what got us to this point will not get us to where we want to go, so it’s time to shift gears. It’s time to look for efficiencies, so I started looking for systems that would help us document our processes more easily and more uniformly, and I just literally went out and started scouring the web.”

How SweetProcess Changed the Game at Spark Marketer

SweetProcess has a reputation as a results-oriented software. Like many businesses, the team at Spark Marketer has been enjoying the benefits of the system. Carter provides more details of how the software has improved operations at his organization.

1. Simplified process documentation

Capturing the right amount of information makes the difference in business process documentation . On the other hand, your processes may not be of much help if they are overly detailed and clustered—this is often the case when you use manual tools such as Google Docs for your documentation. 

“In a Google Doc format, you’re grabbing an entire section of text and moving it up above and just trying to organize things, but with SweetProcess, it’s super simple to break things out into new tasks and reorder them so that everything flows in a much more natural way.

2. Decentralized knowledge base

Documenting business processes goes beyond writing a bunch of information. There is a need to sieve out relevant information from the shaft and make it easily accessible by team members using a knowledge base software . 

“The ability to group things into procedural or process-based groupings has been a real change for us. For example, in Google Docs, it was just turned into one folder that was shared with everybody, and nobody knew exactly how to find what they needed.”

All that time spent by employees looking for specific information for their tasks could be used better, and SweetProcess made that possible. 

“SweetProcess not only standardized the format but made it easy to create the teams that we needed so that you only see the processes that you need to see, which makes it so much easier for people to go find what they need.”

Another company, Zen Media , is a public relations (PR) firm specializing in the tech niche. Established in 2009, the Dallas-based organization captures key moments in a brand’s life and turns those moments into the talk of the town. Plus, they have a track record of offering results-driven PR services to B2B and B2C brands worldwide. 

The new generation PR agency gives brands their desired level of exposure and ensures that this translates into money. It uses various techniques to measure the performance of its PR campaigns to understand their efficiency and round up the numbers. 

When Stephanie Chavez resumed her role as the company’s chief marketing officer, she found out that they had a series of great products that catered to their client’s needs but lacked operational structure underneath this excellent performance. 

“We were always producing great products and doing a great job for our clients; that wasn’t debatable. What was debatable was the ‘how can we streamline?’ and so that was one of the first things that I noticed,” Stephanie said. 

In the absence of a central knowledge base , employees relied on tribal knowledge to get by. Little could be done when the people who knew how to perform specific tasks were indisposed, holding the organization hostage. 

“What happens if one of the employees is out or sick? Every client is a little bit different—the way we research their content topics and their hashtags and whatnot, they are all different,” she said. 

Having noticed the structural gap in the organization, Stephanie was keen on finding the right system to resolve the problem. She found her answer when she attended a marketing class organized by a friend on LinkedIn. He recommended SweetProcess as an effective tool for streamlining business operations , and she checked it out. 

“Anthony talked about SweetProcess, and I thought, well, I’m going to check that out, and it’s been really wonderful. I have each department go through it, and we have a list of all the things that they do that are repeatable each month so that I can make sure, ‘Hey, what did you put in this month? Let’s run through it and make sure it makes sense to everyone.’”

How SweetProcess Raised the Bar at Zen Media

Read on to see exactly how SweetProcess facilitated the growth at Zen Media.

1. Employee onboarding and training

Hiring more employees is necessary as a business grows, but it is a challenge for many organizations to bring new hires up to speed with the processes and procedures in place. The team at Zen Media now enjoys a seamless onboarding process thanks to SweetProcess. Rather than going through a rigorous onboarding process, they direct new employees to the standard operating procedures in the system to get all the information they need about their duties.  

“When we hire new interns or employees, I send them to a whole bunch of the SweetProcess steps that we have, and I just send in the email, link it, and say watch all these, go through these processes, and that’s the very first onboarding process.”

Employee training on SweetProcess is not a one-off. New and established team members can always go back to the system if they doubt any process or procedure.

2. Quality control and assurance 

Achieving desired results at the workplace is more feasible when team members operate on the same level and produce consistent results. Beyond creating uniformity in organizational output, quality assurance and quality control help to win customer trust and loyalty as the customers are sure to get great results repeatedly. SweetProcess has helped the company work consistently as a team rather than individually. 

“It helps from a consistency perspective because everyone might be doing something a little bit differently, and I think it’s really hard to scale. Think about McDonald’s: if everyone in every franchise were making their hamburgers a little bit different, it wouldn’t be McDonald’s because you couldn’t expect the same thing every time. So by having everyone on the same page with SweetProcess, they can have a more efficient and predictable result.”

Want to improve efficiency in your team? 

Sign up for a 14-day free trial of SweetProcess today to create

and manage action plans at your organization. The best part? You do not need to add your credit card details to use the software for free.

An action plan helps you to achieve your goals. It transforms your vision into attainable results that boost your company’s growth. It also assists you in staying focused and success hungry. 

In this post, you’ve learned what action templates are and why you must use them to speed up your workflow instead of creating from scratch.

We also showed you 65 free action plan templates which you can download, tweak, and use for your organization.

Want to choose the action plan templates that are best to use for your

company? 

Click here to download the templates relevant to your industry , and get ahead of thousands of other businesses who have to build them from scratch. 

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52 Free Professional Timeline Templates For PowerPoint, Excel, Google Slides, Word, and Google Docs

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Featured Bonus Content: Get 52 Professional Timeline Templates for FREE! Click Here To Download It. The best way to keep track of your projects is to create and stick to a timeline. This helps in controlling and improving your workflow.  With it, you know when a project begins and when you’ll complete it. You’ll also […]

37 Free to do List Templates For Excel, Word, PDF, Google Docs, and Google Sheets

By Owen McGab Enaohwo | 36 mins

Featured Bonus Content: Get 37 Free To Do List Templates for FREE! Click Here To Download It. We live in a distracted world, making it extremely difficult for most people to stay organized or get things done at home or in the workplace. According to Statista, 46 percent of Americans spend five to six hours […]

55 Free Checklist Templates For Excel, Word, PDF, Google Docs, and Google Sheets

By Owen McGab Enaohwo | 38 mins

Featured Bonus Content: Get 53 FREE Checklist Templates! Click Here To Download It. It’s easy to lose track of what you intend to do if you don’t write these things down. In addition, the anxiety of wondering whether you completed tasks drains you from doing other important things. Hence, the need for checklists. Checklists help […]

Avoid wasting time documenting the wrong tasks.