Action plan

Action Plan: Steps to follow + examples and tips

Action plan

Action Plan: Steps to follow + examples and tips

Action Plan: A Path to Success

An action plan is a set of actions, tasks or activities to be undertaken to complete a project. This plan is usually recorded in a document describing the different steps necessary to carry out the project, the deadlines and designating a person responsible for the tasks or activities.

They usually follow a decision to go ahead with a project, normally after the establishment of a diagnosis in a given situation.

Action plans are notably tools within organizations and public policies. In this article, we will outline the key steps to follow when creating an action plan, along with examples and practical tips to help you effectively execute your plans.

An action plan usually incorporates the following main elements:

  • Measures (activities, tasks and responsibilities).
  • Planning (calendar, schedule).
  • Way of carrying out the task or activity (process, process, authorization required, constraints, special instructions, organization of work, order of execution, security, confidentiality, consultation, validation, risks, etc.).
  • Planned resources (human, financial and material).
  • Accountability (report).

The document establishing the action plan can additionally describe the problem, the urgency or the need to act, define the objectives to be achieved, establish the priorities (existing or new measures) to achieve these objectives. The action plan can include or be accompanied by a follow-up plan.

The execution

Execution of this plan must be harmonized, in particular with the policies of the organization, the generally recognized standards and the instructions received from the client. When executing the action plan should respect the following general principles:

  • The stages of the action plan must be clearly defined, avoiding vague and overly general directions.
  • Superfluous or unnecessary details should also be avoided.
  • Responsibility: a defined person must be designated coordinator or responsible for organizing or carrying out each step of the action plan, monitoring progress, ensuring that measures are taken in a timely manner. It is necessary to determine whether it is a responsibility of means or of results.
  • Resources: for each stage of the action plan, it is necessary to plan the human, financial and material resources that are authorized.
  • Communication: Record the progress of the project as it happens, or at set times. Key people may need to understand the status of the action plan in order to make the decisions required as the project progresses.
  • Milestone date: date on which each step of the action plan should start.
  • Project completion date.

Read also: Business Plan steps and examples, tips for contents and creating it

Steps for Action Plan

The steps for creating an effective action plan involve clearly defining goals, breaking them down into actionable tasks, assigning responsibilities, setting realistic timelines, determining resource requirements, establishing a monitoring and evaluation system, fostering communication and collaboration, adapting and adjusting as needed, celebrating milestones and achievements, and learning from the process to continually improve future planning efforts. Here are the details:

  1. Define Your Goals:
    • Clearly articulate your goals and objectives. They should be specific, measurable, attainable, relevant, and time-bound (SMART).
    • Example: Increase online sales by 20% within the next six months.
  2. Break Goals into Actionable Tasks:
    • Divide your goals into smaller, actionable tasks or steps. Each task should contribute to the overall goal.
    • Example: Improve website design, optimize product descriptions, and implement targeted digital marketing campaigns.
  3. Assign Responsibilities:
    • Assign responsibilities to individuals or teams for each task. Clearly define who will be accountable for the successful completion of each task.
    • Example: Design team – responsible for website redesign; Marketing team – responsible for digital marketing campaigns.
  4. Set Timelines:
    • Establish realistic deadlines for each task. Consider dependencies and allocate adequate time for completion.
    • Example: Website redesign – two weeks; Digital marketing campaigns – ongoing for the next six months.
  5. Determine Required Resources:
    • Identify the resources, such as finances, personnel, technology, and tools, needed to accomplish each task.
    • Example: Budget allocation for marketing campaigns, hiring a web designer for website redesign.
  6. Create a Monitoring and Evaluation System:
    • Establish metrics and indicators to monitor progress. Regularly evaluate and track the implementation of your action plan.
    • Example: Monitor website traffic, conversion rates, and sales data to assess the effectiveness of digital marketing efforts.
  7. Adapt and Adjust:
    • Be flexible and open to adapting your action plan as needed. Monitor results and make adjustments to improve outcomes.
    • Example: If certain marketing campaigns are not yielding desired results, consider reallocating resources to more effective strategies.
  8. Foster Communication and Collaboration:
    • Encourage open communication and collaboration among team members. Regularly communicate progress, challenges, and updates.
    • Example: Conduct weekly team meetings to discuss progress, address concerns, and share insights.
  9. Celebrate Milestones and Achievements:
    • Recognize and celebrate milestones and achievements along the way. This boosts morale and motivation.
    • Example: Acknowledge team accomplishments, reward exceptional performance, and share success stories.
  10. Learn from the Process:
  • Reflect on the action plan’s implementation. Identify lessons learned and areas for improvement in future planning processes.
  • Example: Conduct a post-action plan review to analyze what worked well and areas that could be enhanced.

Action plan template


Context: ………………………………………………

Goals of the action plan: ………………………………

What? Who? How? When? Where? How much?
Action name Description Players Budget and other resources Start date End date Areas concerned Success Criteria

Main conditions of realization

Depending on the context, it may be necessary to establish in particular:

  • who is the principal (decision-maker, agent) and in what capacity does he do so;
  • who does the supervision (who to report to, if needed);
  • who are the parties involved (suppliers, collaborators) in carrying out the plan;
  • what permits, licenses or authorizations are required to perform the tasks;
  • who will validate the implementation stages;
  • who is the payer and under what terms of remuneration;
  • who bears the risks (accident, loss, theft, breakdown, failure);
  • who assumes certain expenses (eg travel, supply of materials, supply of tools) and what are the methods of payment or reimbursement of expenses;
    what is the environment for carrying out the project (workplace, access, circulation, security,
  • confidentiality, collection and treatment of waste, storage);
    what are the conditions for carrying out the project (early announcement, major contract signed or cancelled, loan obtained) that could affect its smooth running;
  • what are the anticipated difficulties or the main foreseeable risks, as well as the preventive measures to avoid or remedy them;
  • what is the degree of autonomy of the stakeholders in order to evaluate, judge and make the necessary decisions (eg: according to the art of the trade, according to generally recognized standards, according to the instructions of the principal, etc.).

Key Conditions for Successful Realization of an Action Plan

The successful realization of an action plan is dependent on several key conditions, including:

  1. Clear Goals and Objectives: The action plan should have well-defined and specific goals and objectives that are aligned with the overall strategic direction of the organization.
  2. Detailed Action Steps: The action plan must outline detailed and actionable steps that need to be taken to achieve the desired outcomes. Each step should be clearly defined, including timelines, responsible parties, and required resources.
  3. Effective Communication: Open and transparent communication is vital for the successful realization of an action plan. All stakeholders should be informed about the plan, their roles and responsibilities, and the expected outcomes. Clear communication channels should be established to ensure effective collaboration and feedback.
  4. Resource Allocation: Sufficient resources, including financial, human, and technological resources, should be allocated to support the execution of the action plan. Adequate resource planning ensures that the necessary tools, skills, and infrastructure are available to implement the required actions.
  5. Accountability and Monitoring: Clear accountability mechanisms should be in place to track progress, measure results, and ensure that the action plan stays on track. Regular monitoring and evaluation of the plan’s implementation help identify any deviations or issues that need to be addressed promptly.
  6. Flexibility and Adaptability: The action plan should be flexible enough to accommodate unforeseen changes, challenges, and opportunities. It should allow for adjustments and adaptations based on the evolving business environment and feedback from stakeholders.
  7. Continuous Evaluation and Improvement: Regular evaluation of the action plan’s effectiveness is crucial for identifying areas of improvement and making necessary adjustments. Feedback loops should be established to gather insights and learn from both successes and failures.
  8. Leadership and Support: Strong leadership and support from management are essential for the realization of an action plan. Leaders should provide guidance, direction, and necessary resources while fostering a positive and supportive work environment.
  9. Collaboration and Teamwork: Effective collaboration among team members and stakeholders is crucial for the successful execution of the action plan. Encouraging teamwork, promoting knowledge sharing, and fostering a culture of cooperation enhance the chances of achieving the desired outcomes.
  10. Celebration of Milestones and Achievements: Recognizing and celebrating milestones and achievements along the way boosts morale, motivation, and engagement. Acknowledging progress and success reinforces the commitment to the action plan and encourages continued effort.


Creating and executing an action plan is crucial for achieving your business goals. By following the outlined steps, utilizing examples, and applying practical tips, you can effectively implement your action plan and drive success. Remember, an action plan is a dynamic tool that requires monitoring, adaptability, and effective communication. With a well-executed action plan, you can navigate challenges, stay focused, and accomplish your desired outcomes.

By ensuring these conditions are met, organizations can increase the likelihood of successfully realizing their action plans and achieving their desired outcomes.

Photo credit: Sponchia via Pixabay

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