action plan format education

The Complete Guide to Creating an Action Plan for School District Goals

Julia Francis : Apr 5, 2023 11:00:00 AM

“One of the beauties of teaching is that there is no limit to one’s growth as a teacher, just as there is no knowing beforehand how much your students can learn.” ~ Herbert Kohl

In any school district, education is most effective when everybody within the system—teachers, paraeducators, administrators, office and support staff, as well as parents and students—works together toward a common goal or set of goals. When everyone is on the same page, student outcomes are likely to be good. When there’s disagreement or dissonance, student learning is negatively impacted. At Alludo, we know that providing teachers with training and support in the form of professional development is a key component of effective education. When teachers are afforded the opportunity to learn and grow in their jobs, they’re less likely to leave and more likely to be transformative in the classroom. Part of your strategic planning should include a budget for professional development . Since strategic planning and budgeting can be challenging, we have created this complete guide to help you with creating an action plan for school district goals.

Table of Contents

What is a school district action plan, plan on a page, how do you create a school district action plan, what does a school district action plan look like.

• Alludo's Take
• Create an Effective Action Plan for Your School District With Alludo

Let’s start by reviewing what a school district action plan is and what it should include. Action plans are commonly used in business and have made their way into the educational system as a useful tool for the pursuit of school district goals and initiatives.

An effective action plan for your school district should involve three things:

• Setting goals for the district and for individual schools
• Deciding on actions that will help you achieve your stated goals
• Mobilizing the necessary resources to take the chosen actions

In the business world, strategic plans might be decided and implemented by a few key people. In education, school districts are most likely to succeed if they bring the larger community into the process of strategic planning and into the pursuit of common goals. Everyone in your school district should be working together to educate students as effectively as possible.  Stakeholders in any school district include district leaders, including the superintendent and assistant superintendent, as well as school boards, school administrators, teachers, paraeducators, office and school support staff, parents, and students. A strategic plan can’t be successful if these people aren’t involved in it in some way.

What Are Models of School District Planning?

Before you create an action plan to help you achieve your school district goals, you should know that there are three main models that can be used to create an action plan.

A plan on a page is exactly what it sounds like. It’s a one-page document that outlines your school district goals on one side of the page and the actions required to achieve them on the other.  Each goal you list in your plan should be a SMART goal: Specific, Attainable, Measurable, Relevant, and Time-Bound. Here’s an example of a SMART goal that might appear on a school district action plan. By June of 2023, there will be an increase of 10% in the number of students reporting that they find school to be a safe and caring environment. With a one-page plan, you may not have room to list your current metrics in each category. The action plan for our sample goal might include creating student focus groups, conducting surveys, and implementing suggestions from students about what might make them feel safe and cared for when they’re at school.

VMOSA stands for Vision, Mission, Objectives, Strategies, and Action Plans. It’s a type of strategic planning that takes a big picture view of the school district, allowing everyone involved to understand your school district’s vision and break down what must happen in order for that vision to become a reality. You can look at a VMOSA plan as a cascading plan because its name also describes the order in which information should appear. Here’s a rundown of what each of these terms means in practice:

• Vision describes your school district’s ideal scenario and should be summed up in a single, compelling statement. An example might be: A school district where every child has the opportunity to shine. It’s common for vision statements to use inspirational language.
• Mission involves a statement that indicates how your school district will bring its vision to life. An example might be: To meet every student where they are and provide them with the guidance and support they need to succeed in life. Language in your mission should be more practical but still at a high level. Specifics will come later.
• Objectives should provide details about the school district’s mission by stating clear SMART goals and objectives. An example would be: To improve student test scores by 10% by the end of the school year by providing small group tutoring and practice tests. You can name as many objectives as you want, but each should be relevant and achievable.
• Strategies involve ways to achieve your objectives and you should have at least one for each objective you identify. An example would be: To make students more comfortable with standardized tests by implementing a peer tutoring system.
• Action Plans outline specific steps in a strategy. An example would be: Recruit 15-20 peer tutoring volunteers and train them to help their fellow students.

As you can see, VMOSA allows school districts to identify and carry out their vision by breaking each piece of the plan down into specific steps that may be completed in pursuit of the vision.

The five-step model of strategic planning involves asking questions and answering them in detail to create an achievable action plan:

• How are we doing? The response should include metrics and other detailed information that will help you understand where you are in terms of your school district goals.
• How much better do we want to be? Here, you should use your starting metrics to describe, in detail, what your goals are. For example, if you had test scores in the 70th percentile, your “how much better” statement might say, “We want to have average test scores in the 80th percentile by the end of the school year.”
• How might we achieve this? Looking at your “how much better” statement, you’ll need to brainstorm some ideas that will help you achieve your stated goal. You might conduct regular practice tests, use small group instruction to help students understand the test format, or get parents involved in helping their kids prepare for a test.
• Planning and action. This section should include detailed steps to be taken to help you achieve your goals.
• Implementation and review. During the implementation stage, you’ll need to gather necessary resources. As you launch your action plan, you’ll also need to track key metrics and use them to adjust your action plan to be sure you achieve your goals.

The five-step plan is a useful one if you’re not sure of your vision yet because answering questions can help you focus your efforts where they’re most needed.

The steps to create a school district action plan are relatively simple. We suggest starting with a plan model to use to communicate your plan, and then taking the following steps:

• Analyze the resources you have available to achieve your goals. Your resources will certainly involve some amount of money from the school district budget. You may also have resources that include teacher professional development, dedicated parents, and enthusiastic teachers, as well as supplies and other practical resources.
• Analyze metrics and set targets. Next, you’ll need to review your district metrics to understand where you are, and set targets for where you want to be. Remember to be specific and set a timeframe for each target.
• Establish a plan of action. At this stage, you’ll identify a strategy to pursue your most important goals and create a high-level plan to achieve them.
• Develop actionable tasks and activities. Here’s where you’ll break down your plan into small and specific tasks. Be sure to make each task achievable and think about who can take it on.
• Monitor and evaluate progress. Regardless of which type of action plan you create, you’ll need to monitor your progress and track metrics to understand which tactics are working and which are not.

The process of creating an action plan isn’t complicated but it does require attention to detail and specificity.

Let’s look at what a school district action plan might look like. For this example, we’re using the plan-on-a-page model.

This is only one option to organize a one-page action plan—and of course, you could use one of the other models we discussed. The key is to work from your vision down to make sure that you’re thinking big while planning small, actionable steps to help you achieve your vision.

Alludo’s Take

Creating an action plan for school district goals is necessary if you want to improve student learning and outcomes while reducing teacher turnover and burnout. Whichever plan model you choose, teacher professional development should have a place in your plan because you need teachers to achieve any goals you set. The Alludo platform provides a convenient and affordable way to offer professional development opportunities to teachers, administrators, and staff in your district. With prices starting at under $5 per adult learner per month , you can provide PD for hundreds of educators each year for less than it would cost you to offer traditional PD to just a few teachers. Keep in mind that when teachers support your district goals, you’re likely to achieve them because they’re the ones in the classrooms with students and are in the best position to provide students with the support they need to excel.

Create an Effective Action Plan for Your School District with Alludo

Creating an action plan for school district goals is the first step toward achieving your most important goals. Whether you want to improve student test scores, promote equity, or decrease teacher turnover, adding professional development to the mix can help you get to where you need to be. Are you looking for a cost-effective way to improve professional development in your district? Alludo can help! Click here to get your free trial of Madagascar, our online asynchronous professional development platform.

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Blog What is an Action Plan & How to Write One [With Examples]

What is an Action Plan & How to Write One [With Examples]

Written by: Danesh Ramuthi Oct 26, 2023

An action plan is a meticulously structured strategy that pinpoints specific steps, tasks and resources vital to turning a goal into reality. It is extremely useful in any project management. 

Crafting an action plan is like plotting a route for a cross-country journey. It’s the strategic map that outlines every step, decision and pitstop needed to reach your ultimate destination.

With a well-thought-out action plan, you’re not just shooting in the dark; you’re making informed, purposeful strides towards your goals. Dive deep with our guide and witness real-world examples that will inspire and guide you.

Need a tool to kickstart your planning? Try out the Venngage business plan maker and explore their extensive collection of action plan templates .

Click to jump ahead: 

What is the purpose of an action plan?

When to develop an action plan, 7 components of a actions plan, 15 action plan examples.

• How to Write an action plan?

Final thoughts

An action plan serves as a strategic tool designed to outline specific steps, tasks and goals necessary to achieve a particular objective.

Its primary purpose is to provide a clear roadmap and direction for individuals, teams or organizations to follow in order to efficiently and effectively accomplish their goals. 

Action plans break down complex projects into manageable, actionable components, making it easier to track progress and stay on course.

Moreover, action plans play a crucial role in fostering accountability and coordination among team members. By assigning responsibilities and deadlines for each task or milestone, they ensure that everyone involved is aware of their roles and the overall timeline, reducing confusion and enhancing teamwork. 

Additionally, action plans help in resource allocation, budgeting and risk management by enabling stakeholders to identify potential challenges and plan for contingencies. 

Overall, the purpose of an action plan is to transform abstract goals into concrete actions, making them more achievable and measurable while ensuring that the resources and efforts are aligned with the desired outcomes.

Developing an action plan is crucial when you’re looking to achieve a specific goal or outcome. Here are instances when you should consider developing an action plan:

• Start of an organization : Ideally, an action plan should be developed within the first six months to one year of the start of an organization. This initial plan lays the groundwork for the future direction and growth of the entity.
• Project initiation : At the start of any project, an action plan helps to clearly define the tasks, responsibilities, and timelines.
• Goal setting : Whenever you or your organization sets a new goal. Action plans transform these goals from abstract ideas into concrete steps.
• Strategic planning : For long-term visions and missions, action plans break down the journey into manageable pieces, each with its timeline and responsible parties.
• Performance improvement : If there are areas where performance is lacking, whether it’s personal or organizational, an action plan can outline the steps needed to elevate performance.

An action plan is a detailed outline that breaks down the steps necessary to achieve a specific goal. Here are the typical components of an action plan.

1. Objective or Goal

The cornerstone of your action plan is the objective or goal. This should be a clear and concise statement outlining the desired outcome or result. Having a well-defined objective provides a direction and purpose to the entire plan, ensuring all tasks and actions are aligned towards achieving this singular aim.

2. Tasks or Actions

Once the objective is set, the next step is to list down the specific tasks or actions required to achieve this goal. These tasks should be broken down into detailed steps, ensuring no essential activity is overlooked. The granularity of these tasks can vary based on the complexity of the goal.

3. Set deadline

For each task or action, set a realistic and achievable deadline. This timeline ensures that the plan stays on track and that momentum is maintained throughout the execution. It also allows for monitoring progress and identifying potential delays early.

4. Resources needed to complete the project

It’s crucial to recognize and list the resources you’ll need to complete the tasks. This can encompass financial resources, human resources, equipment, technological tools or any other assets. Identifying these early ensures that there are no bottlenecks during execution due to a lack of necessary resources.

5. Person responsible

Assign a person or a team for each task. This designation ensures accountability and clarity. When individuals are aware of their responsibilities, it reduces overlap, confusion and ensures that every task has someone overseeing its completion.

6. Potential barriers or challenges

Every plan will face challenges. By anticipating potential barriers or obstacles, you can be better prepared to address them. This proactive approach ensures smoother execution and less reactionary problem-solving.

7. Measurement of key performance indicators (KPIs)

Determine how you’ll measure the success of each task or the plan overall. KPIs are tangible metrics that allow you to gauge progress and determine whether you’re moving closer to your goals and objectives. They offer a quantifiable means to evaluate success.

Action plans serve as blueprints, guiding the steps and resources needed to achieve a specific goal. 

They come in various formats, tailored to different scenarios and objectives. Here, we present a range of action plan examples that cater to diverse purposes and situations. 

From business strategies to simple task lists, these examples illustrate the versatility and importance of well-structured planning.

Business action plan example

A business action plan is essentially a strategy roadmap, meticulously tailored for realizing broader business objectives. By crafting a solid action plan, businesses can channel their resources, manpower and strategies in a direction that harmonizes with their larger vision.

Key to this plan is the identification and alignment of steps that resonate with the company’s comprehensive strategy, ambitions of growth and aspirations for operational enhancements. 

While this might entail a myriad of specific steps based on unique business goals, some common elements include setting clear key performance indicators (KPIs), undertaking a thorough SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis to grasp the current business landscape and establishing a timeline to keep track of progress.

Furthermore, allocating responsibilities to team members or individuals ensures that every aspect of the strategy has a dedicated focus. Budgeting, essential to the success of the action plan, ensures that every initiative is financially viable and sustainable. 

Regular reviews and iterations based on feedback and changing market dynamics keep the action plan agile and relevant.

Related: 5 Steps to Create an Actionable Employee Development Plan [with Templates & Examples]

Company action plan example

A comprehensive company action plan serves as the strategic linchpin, ensuring a coherent and coordinated approach to realizing organizational goals. Central to this plan is the incorporation of rigorous market research and analysis, which provides insights into consumer behaviors, market trends and potential opportunities. 

Equally vital is the focus on product development and procurement, ensuring that the offerings align with market demands and stand out in terms of quality and relevance. 

Alongside, adept legal and financial management safeguards the company’s interests, ensuring compliance with regulations and prudent fiscal oversight.

Moreover, the essence of any successful company action plan lies in its sales and marketing strategies. These define how the products or services are positioned and promoted in the market, ensuring visibility and engagement with the target audience. 

However, while acquisition is crucial, retention plays an equally significant role. Hence, impeccable customer service and nurturing relationships become indispensable components, fostering loyalty and ensuring that clients remain ambassadors for the brand long after the initial transaction.

Related: 30+ Project Plan Examples to Visualize Your Strategy (2023)

Sales action plan example

A well-structured sales action plan serves as the backbone for systematic and efficient progress. Central to this plan is the identification and utilization of the most effective sales channels, whether they are direct, online or through third-party avenues. 

Clarity on the products and services on offer, combined with their unique selling propositions, facilitates tailored and resonant sales pitches. 

Budget considerations ensure that resources are judiciously allocated, balancing the act between expenditures and potential returns. This financial prudence is complemented by setting realistic sales projections, which act as both a motivational target and a yardstick for success.

Timelines, or proposed deadlines, infuse the process with a sense of urgency, ensuring that the momentum of the sales drive is maintained. 

However, the true measure of the action plan’s efficacy lies in its key performance indicators (KPIs). These metrics, be it lead conversion rates or customer retention figures, serve as tangible markers, highlighting the plan’s strengths and signaling areas that might require recalibration to increase sales.

Corrective action plan example

The essence of a corrective action plan lies in its meticulous structure, tailored to address and rectify deviations or inefficiencies identified within an organization. At its core, each action item serves as a focal point, detailing specific areas or processes that require intervention. 

Accompanying each action item is a clear description that provides a comprehensive understanding of the issue at hand. 

However, merely identifying a problem isn’t enough; delving deep into its origins through root cause analysis ensures that solutions target the fundamental issues, rather than just addressing superficial symptoms. 

This analysis then paves the way for defining the corrective action, a tangible step or series of steps designed to mitigate the identified problem and prevent its recurrence.

Besides, to ensure the plan’s effectiveness, assigning a responsible person to each action item is paramount. This individual or team is entrusted with the task’s execution, ensuring accountability and focus. 

The status of each action keeps stakeholders informed about the progress, be it in the planning phase, ongoing, or completed. 

Lastly, setting a due date for each corrective action introduces a sense of urgency and purpose, ensuring that issues are addressed in a timely manner, minimizing disruptions and maximizing operational efficiency.

Simple action plan example

A simple action plan strips away the layers of complexity, offering a concise and direct approach to achieving a goal or addressing an issue. This type of plan is characterized by its straightforward structure, devoid of extraneous details, yet powerfully effective in its clarity. 

It is specifically designed for tasks or objectives that don’t necessitate elaborate strategies or multi-layered approaches.

The core components of a simple action plan usually include a clear statement of the task or objective at hand, followed by a sequence of actions or steps to be taken. 

Each step is described succinctly, ensuring that anyone involved has a clear understanding of what is expected. Responsibilities are defined clearly, with each task allocated to an individual or a team, ensuring accountability. Timelines might be integrated, providing a clear framework for completion, even if they’re just broad milestones. 

Regular check-ins or assessments, although minimal, might be incorporated to monitor progress. 

The beauty of a simple action plan lies in its agility and adaptability, making it particularly suited for individual projects, short-term tasks or situations where a rapid response is required.

How to write an action plan?

Creating an effective action plan is a foundational step towards turning aspirations into tangible results. It provides a clear roadmap, ensuring that each step taken aligns with the overall objective.

Whether you’re aiming to enhance a business process or achieve a personal goal, a well-drafted action plan can be your guiding light. Here’s key steps on how you can craft one:

• Step 1: Establish SMART goals: Initiating with a goal that is specific, measurable, achievable, relevant and time-bound ensures you have a clear and focused endpoint in sight. Smart goals serves as the cornerstone for your entire strategic blueprint.
• Step 2: Determine necessary tasks: Decompose your overarching objective into smaller, actionable tasks. This modular approach not only makes the mission less daunting but also provides a sequential pathway to goal attainment.
• Step 3: Assign essential resources: Depending on the tasks at hand, designate necessary resources, be they human, financial or technological. This ensures that every activity has the backing it needs for successful execution.
• Step 4: Prioritize tasks by importance: Not all tasks hold equal weight. Determine the hierarchy of tasks based on their impact on the goal and their time sensitivity. This allows for a systematic progression.
• Step 5: Outline timelines and key markers: With tasks in hand, set clear deadlines for each. Introduce milestones, which act as periodic check-ins, ensuring you’re on track and allowing for celebrations of smaller victories.
• Step 6: Oversee and modify your strategy blueprint: As you progress, there will invariably be learnings and challenges. Regularly review your plan to make necessary adjustments, ensuring its relevance and effectiveness.
• Step 7: Consider ready-to-use templates: If starting from scratch feels overwhelming, lean on structured templates to guide your planning. There’s plenty of business plan softwares and platforms such as  Venngage that offer a plethora of action plan templates , tailored to various needs, which can significantly streamline the process.

An action plan is more than just an action steps, it’s a strategic blueprint that bridges the gap between aspirations and realizations. 

Through this comprehensive guide, I’ve walked you through the purpose, ideal timings, core components, and practical examples of action plans across various domains. 

Leveraging tools of project management , you can track progress, assign tasks and ensure every team member stays on the same page. 

It’s not just about setting goals, but about strategically planning every step, ensuring tasks completed align with the larger project goals. 

Remember, success isn’t just about having goals but about charting the right course to achieve them

And if you’re looking to supercharge your planning efforts, don’t miss out on the Venngage business plan maker. 

Dive into their extensive collection of action plan templates and make your strategic planning both efficient and effective. 

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Action Plan For Education

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Action Plan

Create an action plan for education projects

What is Action Plan For Education Template?

The Action Plan for Education Template is designed to help education professionals and project managers effectively plan and execute education projects. It provides a structured framework for organizing tasks, setting priorities, and tracking progress. With this template, you can easily allocate resources, conduct risk assessments, develop project timelines, set up communication plans, identify key stakeholders, review and adjust plans, and finalize project scope. By using this template, you can ensure that your education projects are well-organized, efficient, and successful.

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Who is this Action Plan For Education Template for?

This template is ideal for education professionals, project managers, and teams working on education projects. It can be used by schools, universities, educational institutions, non-profit organizations, and government agencies. Whether you are planning a curriculum development project, implementing a new educational program, or organizing a training workshop, this template will help you streamline your project management process and achieve your goals.

Why use this Action Plan For Education Template?

1. Efficient Planning: The Action Plan for Education Template provides a structured framework for planning and organizing education projects. It helps you allocate resources, set priorities, and develop realistic timelines, ensuring that your projects are well-planned and executed.

2. Effective Communication: With the template's communication plan feature, you can easily set up a communication strategy and ensure that all stakeholders are informed and engaged throughout the project. This promotes collaboration, transparency, and effective decision-making.

3. Risk Management: The template includes a risk assessment tool that allows you to identify and mitigate potential risks in your education projects. By proactively addressing risks, you can minimize disruptions and ensure project success.

4. Stakeholder Engagement: The template helps you identify key stakeholders and maintain regular communication with them. This promotes stakeholder engagement, buy-in, and support, which are crucial for the success of education projects.

5. Streamlined Project Management: By using the Action Plan for Education Template, you can streamline your project management process and ensure that tasks are completed on time and within budget. This leads to increased efficiency, productivity, and overall project success.

Get Started with Action Plan For Education Template.

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1. Click 'Use this template' on the top right corner to sign up for Lark

2. After signing up for Lark, you will be directed to the Action Plan For Education Template on Lark Base. Click 'Use This Template' on the top right corner of Lark Base to copy a version of the Action Plan For Education Template to your workspace.

3. Change fields of the template to fit your needs

4. Take advantage of the full potential of this Action Plan For Education Template.

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Rental Application Form

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Real Estate Agent Commission Tracker

Track and manage real estate agent commissions effectively.

Mortgage Calculator

Calculate your mortgage cost with ease.

Property Sales Agreement

Streamline your property sales process with this comprehensive agreement template.

Homebuyer Checklist

Ensure a successful home purchase with this comprehensive checklist for homebuyers.

Rental Property Inventory Checklist

Create a detailed rental property inventory checklist for landlords and property managers, property viewing schedule, efficiently plan and organize property viewings with ease, real estate lead tracker, track and manage real estate leads effectively to grow your client base, rental agreement renewal form, navigate through the process of renewing a rental agreement with confidence.

Eviction Notice Template

Navigate the eviction process with confidence and protect your rights as a tenant, real estate prospecting plan, boost your real estate prospecting efforts with a structured approach.

Comparative Market Analysis (CMA) Report

Create detailed and compelling comparative market analysis reports for real estate professionals.

Closing Checklist for Real Estate

Ensure a smooth and successful project conclusion with a comprehensive closing checklist.

Open House Feedback Form

Organize and execute a memorable open house feed event with this comprehensive template, real estate referral agreement, formalize partnerships and ensure clarity on real estate referral terms, agent performance evaluation, evaluate and improve agent performance with a systematic approach.

Property Management Plan

Efficiently manage your real estate properties with this comprehensive template.

Real Estate Investment Plan

Analyze and plan your real estate investments with ease, foreclosure property purchase guide, navigate the process of purchasing a foreclosure property with confidence and preparedness, real estate client information form, gather essential information from real estate clients to provide tailored assistance.

Home Staging Checklist

Transform any space into a welcoming and attractive environment with our home staging checklist, commercial lease agreement, draft a comprehensive commercial lease agreement to protect the interests of both landlords and tenants.

Real Estate Marketing Flyer

Create a professional real estate marketing flyer with ease.

Property Tax Record Tracker

Track and manage your property tax payments and assessments with ease.

Homeowner Association (HOA) Rules Tracker

Stay informed and compliant with your homeowner association (hoa) rules, property management checklist, streamline the process of managing your properties effectively with this comprehensive property management template, property maintenance log, keep track of property maintenance and repairs with ease.

Real Estate Social Media Plan

Boost your real estate business with a comprehensive social media marketing template.

Tenant Complaint Form

Streamline the process of addressing tenant complaints with this structured form template.

Utilities Setup Checklist

Set up utilities in your new location with ease, property walkthrough checklist, conduct a thorough property walkthrough with ease, real estate agency brochure, create an engaging and informative brochure for your real estate agency, property showing schedule, efficiently schedule and manage property showings for potential buyers or renters.

Tenant Screening Checklist

Screen potential tenants effectively with this comprehensive checklist template.

Real Estate Financial Planner

Organize your financial resources and make informed decisions for real estate investments.

Residential Property Offer Form

Streamline the process of making an offer on a residential property.

Land Purchase Guide

Guide to land purchase, property renovation checklist, streamline your property renovation process with this comprehensive checklist, real estate office policies, establish clear and comprehensive policies for running a successful real estate office, property tour checklist, prepare for and make the most out of your property tour with this comprehensive checklist.

New Agent Training Plan

Equip new agents with the knowledge, skills, and resources they need to excel in their role, lease termination form, navigate the process of lease termination with ease.

Renter's Insurance Information

Protect your belongings and liability with renter's insurance information.

Property Investment Tracker

Track and manage your property investments with ease, real estate expense tracker, track and manage your real estate expenses effectively, home warranty tracker, efficiently track your home warranty coverage, services, and renewals, closing disclosure checklist, ensure accuracy and compliance with the closing disclosure checklist.

Real Estate Marketing Strategy

Create a comprehensive real estate marketing strategy to boost visibility and attract potential clients, residential lease extension form, secure a smooth and successful residential lease extension process.

Real Estate Appointment Scheduler

Efficiently manage real estate appointments with ease.

Lead Conversion Plan

Nurture and convert leads into loyal customers with ease, property open house checklist, organize and execute a successful property open house event with this comprehensive checklist template, agent contact information, acquire and utilize an agent's contact details efficiently.

Commercial Property Listing

Create a compelling and detailed listing for your commercial property for sale or lease.

Real Estate Portfolio Management

Optimize your real estate assets with strategic planning and performance monitoring, property condition disclosure, provide a comprehensive property condition disclosure statement to buyers, vacant property maintenance checklist, effectively maintain your vacant property with this comprehensive checklist.

Real Estate Investment Strategy

Plan your real estate investment strategy with confidence, real estate development budget, create a comprehensive budget for your real estate development project, real estate transaction coordinator checklist, streamline your real estate transactions with ease.

Landlord Reference Letter

Create a detailed and professional landlord reference letter for outgoing tenants.

Real Estate Photography Checklist

Elevate your real estate photography skills with this comprehensive checklist.

Tenant Rent Payment Tracker

Track and manage tenant rent payments effectively, property showing plan, organize and plan for successful property showings with ease, real estate sales funnel, optimize your real estate sales process with a comprehensive sales funnel template.

New Construction Property Checklist

Ensure a successful and satisfying experience when buying a new construction property with this checklist, property appraisal request form, request a detailed property appraisal with this comprehensive template, real estate legal compliance checklist, ensure legal compliance in real estate operations with this comprehensive checklist, landlord insurance form, protect your property investment with the right insurance coverage, property damage report, create a comprehensive property damage report with ease.

Real Estate Client Welcome Letter

Welcome new real estate clients with a comprehensive welcome letter template, commercial lease application, create a comprehensive commercial lease agreement tailored to your specific needs, real estate tax deduction tracker, track and maximize real estate tax deductions with ease, property lease analysis, evaluate the financial implications of a property lease agreement.

Real Estate Market Trends Tracker

Stay informed on the latest real estate market trends, home inspection contingency plan, manage your home inspection contingencies with ease, rent increase notice, inform tenants of a rent increase in a professional manner, real estate office supplies list, stock up on essential office supplies for your real estate office, tenant reference request form, streamline your tenant reference process with this comprehensive request form, real estate broker agreement, create a comprehensive real estate broker agreement for your business, real estate website content planner, create engaging and informative content for your real estate website, property showing feedback form, streamline the process of showcasing properties to potential buyers with a well-organized property showing feed.

Tenant Security Deposit Receipt

Generate a comprehensive receipt for tenant security deposits.

Daily Bank Transactions

Track your daily bank transactions with ease, e-wallet transactions, track your e-wallet transactions with ease.

Branch-Level Cash Transactions

Track branch-level cash transactions with ease, foreign exchange transactions, track your foreign exchange transactions with ease, electronic fund transfers, track and manage electronic fund transfers with ease, high-value transactions, track high-value transactions with ease, multi-currency transactions, track and manage multi-currency transactions with ease.

POS System Transactions

Track your pos system transactions with ease, suspicious transactions investigation, investigate suspicious transactions with ease, foreign transactions, track and analyze foreign transactions with ease, non-cash payment transactions, track your non-cash payment transactions with ease, failed transactions, track and manage failed transactions with ease.

Cross-Channel Transactions

Track and analyze cross-channel transactions effortlessly, transaction volume, visualize transaction volume by hour for better insights, returned item transactions, track and manage returned items efficiently.

Mobile App Transactions

Track user transactions in your mobile app with ease, refinance transactions, track and manage your refinance transactions with ease, insurance claim transactions, track and manage insurance claim transactions efficiently.

Investment Transactions

Track your investment transactions and portfolio performance with ease, bulk payment transactions, track and manage bulk payment transactions with ease, cross-border fees, track cross-border transaction fees and payment status.

Cryptocurrency Transactions

Track your cryptocurrency transactions with ease.

Transaction Exceptions

Manage transaction exceptions with ease.

Electronic Check Processing

Efficiently manage electronic check processing and transactions, transaction status, track and manage transaction status updates with ease, transaction profitability, analyze transaction profitability with ease.

Client Fund Movements

Track client fund movements with ease, automated clearing house (ach) transactions, automate your ach transactions with ease.

Pre-Authorized Debit Transactions

Automate your pre-authorized debit transactions with ease, transaction segmentation, analyze customer transactions to segment and target different customer groups, peer-to-peer payment transactions, track peer-to-peer payment transactions with ease.

New Account Registrations

Track and manage new account registrations with ease.

Account Closure Tracking

Track and manage account closures efficiently.

Account Activity Monitoring

Monitor account activity and flag unusual transactions, high-risk accounts, analyze high-risk accounts for potential fraudulent activities.

Dormant Accounts

Review and reactivate dormant accounts efficiently.

Account Reconciliation

Automate your account reconciliation process with ease.

Savings Account Growth

Track your savings account growth over time, account transaction limits, track and manage account transaction limits with ease, account fee waivers, track and manage fee waivers for customer accounts.

Multi-Currency Accounts

Track and manage multi-currency accounts with ease.

Account Balance Alerts

Receive alerts for account balance thresholds.

Account Access

Track user access and actions on different accounts, account holders contact information, organize and manage account holders' contact information efficiently.

Mobile Banking Accounts

Track your financial transactions with ease.

Customer Account Protection

Customize customer account preferences with ease.

Trust Account Management

Manage trust accounts efficiently with customizable templates, customer loyalty accounts, track customer loyalty account details and tier status, zero balance accounts, track and manage zero balance accounts efficiently.

Secure Document Upload

Securely upload and manage documents with ease.

Account Notification Preferences

Customize user notification preferences for optimal engagement.

Account Annual Reviews

Streamline your account annual review schedules with ease, interest earning accounts, track your interest-earning accounts and optimize your savings.

Account Data Corrections

Correct account data errors efficiently, deceased account management, efficiently manage deceased accounts and assets, account tax management, effortlessly manage tax reporting for multiple accounts, personal loan applications, track personal loan applications with ease, business loan applications, track and manage business loan applications and approvals, mortgage loan status, track mortgage loan applications and statuses, student loan disbursement, track student loan disbursements and status easily, loan payments, track your loan payment history and outstanding balance with ease, loan renegotiation, track loan renegotiation requests and outcomes, construction loan progress, track the progress of your construction project with ease, loan rejection reasons, analyze loan rejection reasons for better decision-making.

Loan Amortization Schedule

Track your loan payments and balances with ease.

Bridging Loans

Track and manage your bridging loans effortlessly.

Agricultural Loans

Track agricultural loans with ease, consumer loans, analyze consumer loan data and track payment status, syndicated loan management, efficiently manage syndicated loans with ease.

Loan Modification Requests

Manage loan modification requests and outcomes efficiently.

Loan Fee Income

Track loan fees and outstanding principal for various loan types.

Loan Applications

Streamline your loan application workflow with ease.

Debt Consolidation Loans

Consolidate your debts with ease and track your loan status effortlessly, loan covenant compliance, track loan covenant compliance for various companies.

Loan Refinance Options

Explore different loan options and rates for refinancing, peer-to-peer lending, manage your peer-to-peer lending records with ease.

Track and manage SME loans with ease

Loan portfolio risk assessment, assess the risk of your loan portfolio with ease, consumer credit, analyze consumer credit data for financial insights.

Loan Origination System Effectiveness

Optimize your loan origination process with this template.

Credit Risk Management

Analyze credit risk and make informed lending decisions, insurance risk management, manage and mitigate various risks in the insurance industry, fraud risk management, identify and manage fraud risks in your organization, geopolitical risk, analyze geopolitical risks and their impact on business operations.

Environmental Risk

Manage environmental risks with ease.

Technology Adoption

Manage technology adoption risks effectively.

Regulatory Change Impact

Analyze the impact of regulatory changes on your organization, enterprise risk management, manage and mitigate enterprise risks effectively with real-time insights, interest rate risk, analyze interest rate risk forecast data and make informed decisions, stress testing scenarios, analyze potential financial stress scenarios with ease, risk mitigation, manage and mitigate risks effectively with a comprehensive risk mitigation plan, outsourcing risk management, manage and mitigate project risks with ease, insurance claim risk, analyze insurance claim risk with ease, counterparty risk management, manage counterparty risk effectively with this template, data privacy risk, identify and mitigate data privacy risks within your organization, business continuity risk assessment, identify and mitigate business continuity risks with ease.

Credit Scoring Models

Analyze credit scoring model risk with ease, risk-based pricing, optimize your loan approval process with a risk-based pricing model, risk data aggregation, aggregate and manage risk data quality for better decision-making.

Trading Risk Management

Optimize your trading risk management with real-time data analysis, financial sector risk, analyze and manage financial sector risk trends with ease.

Crisis Management and Response

Create a comprehensive crisis management and response plan for your organization, risk assessment for new initiatives, assess risks for new product launches with ease.

Anti-Money Laundering (AML) Activities

Track and manage suspicious financial activities for compliance purposes.

Regulatory Submissions

Track and manage regulatory submissions efficiently, conflict of interest declarations, track and manage conflict of interest declarations with ease, customer due diligence, organize and manage customer due diligence files efficiently.

Trade Surveillance

Track and monitor trades for compliance and risk management, know your customer (kyc), create and manage kyc profiles for customers.

Data Privacy Assurance

Track and monitor user actions in your system for data privacy compliance, sanctions screening, efficiently manage sanctions screening results for entities and individuals, compliance incident management, efficiently manage compliance incidents with detailed tracking and resolution capabilities, regulatory changes, stay compliant with regulatory changes with ease.

Complaint Handling and Resolution

Track and resolve customer complaints efficiently.

Insider Trading Monitoring

Monitor insider trading activities with ease.

Credit Compliance

Streamline your credit compliance audits with ease.

Accessibility Standards Compliance

Ensure your website meets accessibility standards with ease.

Third-Party Vendor Compliance Assessment

Track compliance assessments for third-party vendors.

Anti-Tax Evasion

Manage your anti-tax evasion controls with ease.

Ethics Compliance Status

Track and manage ethics compliance activities across departments, financial promotion compliance, ensure compliance with financial promotion regulations, cross-border regulatory compliance, ensure compliance with cross-border regulations effortlessly.

FATCA and CRS Compliance

Effortlessly manage fatca and crs reporting for account holders.

Compliance Training Curriculum Management

Manage your compliance training curriculum with ease.

Investment Portfolio Performance Analysis

Analyze your investment portfolio performance with ease, portfolio valuation, track and analyze your investment portfolio performance, dividend income management, track your dividend income and reinvestment records, tax liability optimization strategies, optimize tax liability with strategic financial planning.

Fixed Income Securities Management

Manage your fixed income securities with ease.

Commodity Investments

Track your commodity investments with ease.

Cryptocurrency Investments

Track your cryptocurrency investments with ease.

Green and Sustainable Investments

Analyze and track your green and sustainable investments with ease.

Strategic Asset Allocation

Optimize your investment portfolio with strategic asset allocation.

Insurance Portfolio Management

Manage your insurance policies with ease, venture capital investments, track your venture capital investments with ease, portfolio credit risk assessment, assess and manage credit risk in your loan portfolio, high-yield investment management, monitor and track high-yield investments with ease.

Infrastructure Investments

Track infrastructure investments with ease, quantitative investment strategies, optimize your investment strategies with data-driven decisions.

Fund Manager Performance

Analyze fund manager performance metrics with ease, illiquid assets management, manage illiquid assets with ease, portfolio benchmarking, compare your portfolio performance against benchmark indices, impact investments, track impact investments and financial returns with ease, retirement portfolio management, manage your retirement portfolio with ease, tactical asset allocation adjustments, optimize your asset allocation strategy with tactical adjustments, investment committee decisions, track investment committee decisions and action items, historical portfolio performance analysis, analyze historical portfolio performance with ease, client portfolio reviews, track client portfolio review meetings and follow-up actions.

Monthly Expenses

Track your monthly expenses and manage your budget effectively.

Capital Budgeting

Track your capital budgeting projects with ease.

Revenue Forecasting

Forecast your revenue growth with different models, cash flow forecasting, track your cash flow projections and actuals with ease.

Financial Health Analysis

Analyze your financial health with ease.

Profit and Loss Statements

Track your financial performance with ease, break-even analysis, visualize your break-even analysis with interactive charts, project budgeting, track your project budget with ease.

Zero-Based Budgeting

Track your income, expenses, and savings with ease, portfolio insurance strategies, protect your portfolio with various insurance strategies, annual budgeting, track your annual budget plans with ease, quarterly financial reports, track your quarterly financial performance and set goals for the next quarter, variance analysis, analyze budgeted vs. actual amounts and variances for different periods.

Financial Ratios

Analyze financial ratios to assess liquidity, profitability, solvency, efficiency, and market performance, expense approval, track and manage employee expense approvals efficiently, fixed vs. variable costs, analyze fixed vs. variable costs for your project.

Long-Term Financial Planning

Visualize your long-term financial plan with ease.

Short-Term Resource Allocation

Optimize your short-term resource allocation with ease, financial contingency planning, manage financial risks with a comprehensive contingency plan, budget utilization, track your department/project budget utilization rates with ease.

Cost Reduction Targets

Track cost reduction initiatives and savings targets, capital expenditure, track and manage capital expenditures with ease.

Revenue Generation Strategies

Optimize your revenue generation strategies with ease, financial decision making, make informed financial decisions with ease, research and development funding, track your research and development funding plans with ease.

Operational Efficiency

Optimize your operational efficiency with data-driven insights, tax planning strategies, maximize your tax savings with strategic investments and deductions.

Grant Management

Track and manage grant projects efficiently, financial compliance management, monitor financial compliance with ease.

Savings Plan Effectiveness

Track your monthly savings progress and goals, financial kpis, track your financial kpis with ease.

Organizational Wealth Management

Track your organizational wealth with ease.

Financial Training Programs

Plan your financial training programs with ease, customer database management, efficiently manage customer data and interactions.

Client Interactions

Track and manage client interactions efficiently, customer segmentation, analyze customer segmentation data for targeted marketing strategies.

Customer Satisfaction

Analyze customer feedback data for product improvement, client account status, track and manage client account status effectively.

Customer Retention Strategies

Implement customer retention strategies to boost loyalty and engagement, new client onboarding, streamline your new client onboarding processes with ease.

Loyalty Program Management

Manage your loyalty program members with ease, customer behavior analysis, track customer behavior and interactions for better insights, lead generation effectiveness, track your lead generation effectiveness with ease, client service issue resolution, efficiently manage client service issue resolution, marketing campaign impact on sales, analyze the impact of marketing campaigns on customers, high-value customer management, create and manage high-value customer programs with ease.

Client Risk Assessment

Assess client risk levels and red flags for better decision-making.

Customer Event Planning and Management

Effortlessly plan and manage customer events with ease.

Customer Journey Mapping

Map out your customer journey with ease, customer touchpoints, analyze customer touchpoints to improve customer experience.

CRM Integration Effectiveness

Optimize your crm integration effectiveness with data-driven insights, customer acquisition, optimize your marketing campaigns with customer acquisition cost analysis, customer churn rate, analyze customer churn rates and reasons for churn.

Customer Engagement

Analyze customer engagement levels and feedback scores.

VIP Customer Care

Enhance customer care programs for vip clients, customer referral programs, track your customer referrals with ease, customer reward systems, analyze customer reward system data for better marketing strategies, cross-selling and upselling, maximize revenue with cross-selling and upselling strategies.

Customer Support Ticket Management

Efficiently manage customer support tickets with ease.

Client Meeting Scheduling

Efficiently schedule and manage client meetings with ease, customer data privacy management, manage customer data privacy compliance and consent status.

Digital Customer Engagement

Optimize your digital customer engagement with ease.

Customer Payment Preferences

Manage customer payment preferences with ease.

Client Exit Interviews

Gather feedback from exiting clients to improve customer satisfaction.

Phishing Attack Prevention

Track and manage phishing attack incidents, fraud prevention training, track employee fraud prevention training progress, fraud risk assessment, assess and mitigate fraud risks effectively with this comprehensive matrix.

Biometric Fraud Prevention

Track and manage biometric fraud cases efficiently, atm fraud transactions, track atm transactions for fraud detection and investigation, e-commerce fraud, analyze e-commerce fraud indicators and take appropriate actions, anti-fraud workflow management, streamline your anti-fraud workflow with ease, fraud notification systems, streamline your audit process with ease.

Counterfeit Product Detection

Track counterfeit product reports and actions taken, fraud detection technology, streamline your fraud detection technology updates with ease.

Fraud Awareness Campaigns

Track and analyze your fraud awareness campaign metrics, fraud mitigation training effectiveness, enhance fraud mitigation training effectiveness with data-driven insights, forensic audits, track user actions and outcomes in real-time, fraud impact on financials, analyze financial impact of fraud incidents, security breach follow-up, track and manage security breach incidents and follow-up actions.

Fraud Risk Profiling

Manage and mitigate fraud risks effectively, loss prevention strategies, implement effective loss prevention strategies for your business.

Point of Sale Fraud Management

Detect and prevent fraudulent transactions in real-time, fraud detection compliance, streamline your fraud detection compliance reports with ease, sales targets, track and analyze sales team performance against targets.

Supply Chain Reliability

Analyze supplier performance and risk levels for better decision-making.

Quality Control Strategies

Track product quality control statistics with ease.

HR Compliance

Streamline your hr compliance reporting with ease, client satisfaction, track client satisfaction indices and feedback for follow-up actions.

Corporate Social Responsibility

Track and showcase your corporate social responsibility initiatives outcomes.

Energy Consumption

Track and analyze energy consumption data for efficient resource management, customer retention, analyze customer retention rates and reasons for leaving, investment portfolio management, track your investment portfolio returns and performance.

Employee Turnover and Retention

Analyze employee turnover and retention rates with ease, procurement performance, track and optimize your procurement performance metrics, business continuity readiness, ensure your critical functions are ready for any disruption, product development, track your product development milestones and tasks with ease.

Competitive Benchmarking

Analyze your company's performance against competitors in key metrics, change management effectiveness, enhance your change management effectiveness with this template.

Liabilities Template

Track your liabilities and payments with ease, capital and operating leases, track your capital and operating leases with ease, deferred tax liabilities assessment, manage your deferred tax liabilities with ease, equity asset management, efficiently manage your equity assets with real-time tracking and analysis.

Liability Consolidation

Consolidate all your liabilities in one place for better financial management.

Impairment Testing

Track and analyze impairment test results for patients, collateral assets, track and manage your collateral assets with ease.

Asset Finance Assessment

Manage your asset finance agreements with ease, liability management strategies, optimize your liability management strategies with ease, asset retirement obligations, track and manage asset retirement obligations with ease.

Warranty Reserves

Track warranty claims and reserves for products.

Angel Investments

Track your angel investments and portfolio performance, green energy investments, track your green energy investments with ease.

Start-Up Investments

Track your startup investments and outcomes, exchange-traded funds (etfs), analyze and compare exchange-traded funds (etfs) for investment decisions, foreign investments, track and report foreign investments with ease.

Sustainable and Responsible Investments

Track your sustainable and responsible investments with ease.

Liquidity Events

Plan your liquidity events with ease.

Capital Gains

Track your capital gains and losses for various assets.

High-Net-Worth Individual (HNWI) Investments

Track your high-net-worth individual investments with ease.

Economic Impact of Investments

Analyze the economic impact of investments across sectors, mergers and acquisitions investments, integrate your mergers and acquisitions seamlessly.

Currency Exposure Management

Manage currency exposure with ease, track investment decisions and action items from committee meetings.

Compliance Monitoring

Track and manage compliance requirements across different areas, anti-money laundering (aml) compliance, streamline your aml compliance process with ease, know your customer (kyc) compliance, streamline your kyc compliance process with ease, insider trading surveillance, track insider trading activities with ease, esg (environmental, social, and governance) compliance, track and report on your esg performance metrics, consumer financial protection bureau (cfpb) compliance, track and manage consumer complaints and compliance actions, liquidity coverage ratio (lcr) compliance, optimize your liquidity coverage ratio reporting with ease, operational risk management, manage and mitigate operational risks effectively, compliance audit documentation, streamline your compliance audit documentation process, transaction documentation, data privacy audit, track and manage data privacy audit findings and actions.

Market Conduct Compliance

Ensure compliance with data protection, anti-money laundering, employee conduct, health and safety, product safety, insider trading, fair competition, and licensing requirements.

Financial Assessments

Analyze your financial performance with ease.

Track and manage conflict of interest declarations within your organization

Trading compliance, track trading compliance logs and ensure regulatory adherence.

Regulatory Interview Documentation

Streamline your interview documentation process, risk management compliance, manage and mitigate risks with ease.

Legal Case Management for Compliance

Efficiently manage legal cases related to compliance issues.

Export Control Compliance

Ensure export control compliance with ease.

Whistleblower Case Management

Efficiently manage whistleblower cases with ease, cash management strategies, optimize your cash management strategies with these templates.

Liquidity Forecasting

Forecast your cash flow with ease, financial hedging techniques, explore different financial hedging techniques to manage risk effectively, interest rate management, manage interest rates for various financial products and institutions, foreign exchange management, manage foreign exchange transactions with ease, bank relationship management, manage your bank relationships with ease, electronic funds transfer management, effortlessly track and manage electronic fund transfers.

Treasury Operations

Streamline your treasury operations audit process, liquidity reserves management, optimize your liquidity reserves management with real-time data analysis.

Corporate Financing Strategies

Explore various corporate financing strategies for your business growth.

Asset and Liability Management

Optimize your asset and liability matching strategy for financial stability, treasury technology management, optimize your treasury operations with ease, bank fee management, analyze and track bank fees for different account types and fee types, treasury security, enhance your security measures with detailed protocols and reviews, treasury training programs, optimize your treasury training programs with ease.

Guarantees and Letters of Credit Management

Manage guarantees and letters of credit efficiently, debt issuance, track and manage debt issuances with ease, treasury cost savings initiatives, optimize your cost savings initiatives with ease, cash handling procedures, establish and manage cash handling policies for your organization, treasury data management, track your financial transactions and investments with ease, investment policy compliance, ensure compliance with investment policies and regulations.

Suspicious Activity Reports

Report and track suspicious activities in your workplace, anti-money laundering (aml) case management, track and manage anti-money laundering (aml) cases efficiently.

Compliance Checks for High-Risk Clients

Track compliance status and risk levels for high-risk customers, cross-border funds management, monitor cross-border funds transactions with ease, financial intelligence unit management, streamline your financial intelligence unit reporting process.

Board Meeting Minutes

Keep track of meeting details, attendees, discussions, and action items, corporate social responsibility (csr) initiatives, track and manage your corporate social responsibility initiatives with ease, governance risk management, manage governance risk with ease, shareholder engagement, efficiently manage shareholder engagement reports and action items, corporate transparency, evaluate corporate transparency across industries and countries, legal compliance, streamline your legal compliance reporting with ease, customer complaint handling, efficiently manage customer complaints and resolutions, client interaction management, keep track of client interactions and follow-up actions.

Customer Onboarding Experience

Evaluate and improve customer onboarding experience.

Service Improvement Projects

Track project tasks, deadlines, and progress with ease.

Multi-Channel Customer Support

Track and manage customer support inquiries across multiple channels, client lifecycle value, analyze client lifecycle value and churn status, financial forecasting, visualize and track your financial forecast with ease, cost-benefit analysis, analyze the costs and benefits of software upgrades and investments, financial scenario planning, plan your financial scenarios with ease, financial leverage ratios compliance, calculate financial leverage ratios for better decision-making, plan your long-term financial goals and track your progress over the years, customer portal update log for web development, keep track of your portal updates with ease, legacy system upgrade log for it staff, track system upgrades and maintenance activities with ease.

Technical Debt Tracker for Engineering

Track and manage technical debt in your engineering projects.

Application Scaling Strategy for Cloud Operations

Optimize your application scaling strategy for cloud engineers.

Software Training Program Outline for New Employees

Create a comprehensive software training program outline for trainers.

Third-Party Integration Log for System Integration

Track and manage third-party integrations for seamless operations, feature roadmap and timeline for product strategy, plan your feature roadmap and timeline with ease, software budget forecast for financial planning, optimize your software budget forecast for financial planners, change management record for project management, track and manage change requests for project leads, build failure log for build engineers, track and resolve build failures efficiently.

Developer Onboarding Checklist for HR

Streamline the onboarding process for new developers, patch management schedule for it operations, manage your software patch updates with ease, developer onboarding checklist for hr coordination.

Employee Exit Interview Form for Technical Staff

Collect feedback from exiting employees in tech companies, tech job description template for hiring managers, craft detailed job descriptions for tech roles with ease, candidate interview scorecard for technical positions, evaluate candidates for technical roles with a comprehensive scorecard.

Remote Work Policy Compliance Tracker

Track and manage employee compliance with remote work policies, salary benchmarking report for talent management, compare base salary, bonus, and total compensation for various tech roles in different locations, employee equipment allocation log for it, track employee equipment allocation and condition changes, layoff and severance tracker for hr management, track employee terminations, severance packages, and outplacement services offered, tech workforce planning tool for strategy, optimize your tech workforce planning with strategic hr tools.

Recruitment Pipeline Dashboard for Talent Acquisition

Streamline your recruitment process with a comprehensive pipeline dashboard.

Tech Team Building Event Planner

Plan your tech team building event with ease, staff training needs assessment for training coordination, identify and address employee training needs efficiently, tech staff promotion tracker for hr department, track employee promotions and eligibility for future promotions.

IT Certification Tracking for Employee Development

Track employee it certifications for professional development, technical interview question bank for recruiters, create a technical interview question bank for recruiters, workforce capacity utilization report, track employee work hours, projects, and performance metrics, tech mentorship program details for participants, tech mentorship program details for participants, remote access equipment log for it management, track remote access equipment assignments and status, tech employee onboarding experience survey, enhance your employee onboarding experience with data-driven insights.

Probation Period Review Form for HR

Streamline your probation period reviews for new hires, tech staff skill inventory database for resource management, efficiently manage your tech staff skill inventory for resource planning, employee non-compete agreement tracker, track employee non-compete agreements for legal compliance.

Job Candidate Evaluation Form for Technical Interviews

Evaluate job candidates for technical interviews, performance bonus allocation spreadsheet for hr, allocate performance bonuses for finance team members based on their performance and eligibility.

Employee Retirement Planning Guide for HR

Create personalized retirement plans for employees based on their financial goals and current savings, tech project budget overview, track your project budget and expenses with ease, cost-benefit analysis for software implementation, analyze the cost and benefits of software implementations.

IT Project Funding Request Form

Streamline your it project funding requests with ease, technology r&d expense report, track your technology r&d expenses with ease, quarterly it expenditure report, track your it expenses and budget allocation quarterly, cloud computing cost analysis, analyze cloud computing costs with ease, financial forecast for tech products, forecast financials for tech product launches, saas pricing model calculation, optimize your saas pricing strategy with ease, venture capital pitch budget, plan your venture capital pitch budget with ease, cost allocation model for it services, allocate costs for it services efficiently, financial risk assessment for tech projects, assess and manage financial risks for tech projects, financial planning for ai development, track your ai development project finances with ease, software license cost analysis, track software license costs and details efficiently, it security budget planning, track your it security expenses and budget allocations.

Tech Workshop Financial Overview

Effortlessly manage your workshop finances and track income sources, revenue stream analysis for tech businesses, analyze revenue streams for tech companies with ease, expense reimbursement form for employees, streamline your expense reimbursement process for it staff, operational expenditure (opex) report, track and manage operational expenses for it projects, technology consulting fee structure, track technology consulting fees and project details, financial compliance checklist for tech, stay compliant with financial regulations and avoid penalties, tech support incident log, track and manage tech support incidents with ease, it service level agreement (sla) template, track and manage it service level agreements with ease, tech product warranty policy, keep track of your tech product warranties with ease, mobile app support ticket log, efficiently manage support tickets for your mobile app, it support call tracking sheet, efficiently manage it support tickets and resolutions, tech support cost analysis, analyze tech support costs with ease, third-party service provider evaluation, evaluate third-party service providers with ease.

IT Incident Record Book

Create an it incident recovery plan with ease, end-user it support survey, resolve common it issues with ease, system backup procedure manual, efficiently track system backups with detailed logs, it support outsourcing agreement, track it support outsourcing agreements with ease, client it infrastructure setup plan, streamline your it infrastructure setup process with ease, tech support workflow diagram, streamline your tech support workflow with ease, it help desk ticket prioritization guidelines, prioritize it help desk tickets efficiently, technology help desk faqs document, get quick answers to common technology questions with our faq template, service ticket lifecycle management, track and manage service tickets efficiently, client technology setup approval form, streamline client technology setup approvals with ease.

IT Support Team Shift Schedule

Efficiently manage it support team shift schedules.

Technology End-Of-Life Support Plan

Create an end-of-life support plan for technology products.

Remote IT Assistance Guidelines

Track and manage it support tickets efficiently, technology transition support plan, streamline your technology transition process with ease, it support team budget analysis, track your it support team budget allocation and expenses, phishing attack report log for cybersecurity operations, track and manage phishing incident reports for cybersecurity operations, security patch implementation tracker for it departments, track and manage security patch implementation across various systems, data breach response plan for security teams, efficiently manage data breach incidents with a structured response plan, intrusion detection system log for it security, analyze and track security alerts from your intrusion detection system, information security policy compliance checklist, track compliance with information security policies.

Cybersecurity Insurance Coverage Plan

Manage cybersecurity insurance claims with ease, user privilege audit report for it management, manage user privileges and access levels efficiently.

Security Device Maintenance Log

Keep track of security device maintenance and resolutions, it security vendor assessment, assess and manage it security vendors with ease, third-party security review checklist, ensure compliance and security with third-party vendors, cybersecurity budget planner, track cybersecurity expenses and budget variances with ease, security incident severity analysis, analyze security incident severity levels and impacts, cloud security configuration checklist, ensure compliance with cloud security best practices, security awareness campaign planner, track and manage your security awareness campaigns with ease, ransomware response checklist for it, respond effectively to a ransomware attack with this comprehensive checklist.

Digital Forensics Investigation Protocol

Streamline your digital forensics investigations with ease, network access logs for security monitoring, track user access and actions for security audits, security certification tracker for compliance, track employee security certifications for compliance, penetration testing schedule for it security, schedule your penetration testing sessions with ease, secure code review checklist for developers, ensure secure coding practices with this checklist for developers, vpn usage report for network security, track user login and logout activities for network security, security compliance certification log, track and manage security compliance certifications efficiently, remote work security policy, enhance your remote work security procedures with ease, cybersecurity kpi dashboard for it management, track your cybersecurity kpis and take action to improve security measures, cybersecurity policy update log, track and manage cybersecurity policy updates with ease, identity and access management review, manage user access and compliance with ease, insider threat detection strategy, create an insider threat detection report with ease.

Security Architecture Review for IT Systems

Review and assess security architecture for it projects, data quality audit checklist for tech departments, ensure data accuracy, completeness, consistency, timeliness, validity, integrity, uniqueness, and accessibility with this data quality audit checklist, big data project tracker for data science teams, track and manage big data projects for data scientists, data integration workflow for it, streamline your data integration workflow for it teams.

Customer Data Analysis Report for Marketing

Analyze customer data to optimize marketing strategies, data governance policy compliance, track and manage data governance policy compliance.

Machine Learning Model Performance Review

Track and analyze machine learning model performance.

Database Migration Schedule for IT Operations

Streamline your database migration process with ease, real-time analytics dashboard for executives, track your e-commerce performance in real-time with this analytics dashboard.

Business Intelligence Report for Strategic Decisions

Create insightful business intelligence reports for strategic decision-making, predictive analytics implementation plan, optimize your predictive analytics models with ease, cloud data management checklist, ensure data security and compliance with this cloud data management checklist, unstructured data handling protocol, streamline your unstructured data handling procedures, master data management strategy, manage customer, product, and supplier data with ease, data quality metrics dashboard for analysts, monitor and improve data quality metrics for better decision-making, customer segmentation analysis, segment your customers based on demographics and behavior, third-party data sharing agreement, manage third-party data sharing agreements with ease, business data insights report for executives, analyze key business metrics and insights for executive decision-making, data security protocol for tech, ensure data security with comprehensive protocols for tech teams, web analytics integration strategy, streamline your web analytics integration process with ease, big data procurement plan for it, streamline your it procurement process for big data projects, database performance report for database administrators, monitor and analyze database performance metrics for efficient operations, data science project budget template, manage your data science project budget with ease.

Real-Time Data Streaming Management

Monitor real-time data streams with ease, online data collection methods, streamline your online data collection strategy with ease, tech product launch plan for marketing team, plan your product launches with ease.

Digital Marketing Campaign Tracker for Tech Products

Track and analyze digital marketing campaigns for tech brands.

Social Media Analytics for Tech Brands

Analyze social media performance for tech products with ease, email marketing performance dashboard for digital marketing, analyze your email marketing performance with ease, influencer partnership tracker for tech products, track influencer partnerships for tech promotions, tech product review collection strategy, collect and analyze tech product reviews for insights, roi analysis for tech advertising, analyze the roi of your tech ad campaigns with ease, content calendar for tech marketing, plan your content calendar for tech blogs with ease, seo keyword tracker for tech websites, track your seo keywords for tech websites with ease, ppc campaign optimization sheet for online advertising, optimize your ppc campaigns for maximum roi, customer journey map for tech product users, map out the customer journey for tech shoppers, tech webinar planning guide, plan and organize tech webinars with ease, online event audience feedback collection, collect feedback from event attendees and analyze satisfaction levels.

Tech Product Video Marketing Strategy

Create a comprehensive video marketing schedule for a tech product launch.

Social Media Content Plan for Tech Companies

Plan your social media content for tech product launches with ease.

Tech Product Positioning Strategy

Compare tech products based on performance, value, and market segment, customer persona template for tech marketing, create detailed customer personas for tech markets, tech branding guidelines document, ensure consistent branding across all materials with our tech branding guidelines checklist, marketing lead scoring system, automate your lead scoring process with ease.

Digital Asset Management for Marketing

Organize and manage your digital assets for marketing campaigns, multi-channel marketing report for tech products, track your multi-channel marketing performance for tech products, marketing automation workflow setup, automate your marketing workflow for tech companies, public relations impact report for tech companies, analyze the impact of pr activities on web traffic and sales for tech companies, tech product catalogue update procedure, track and manage updates to your tech product catalogue, user feedback survey for tech products, collect and analyze user feedback for tech products, brand awareness survey for tech enterprises, analyze brand awareness survey data for tech enterprises, sponsorship effectiveness analysis for tech events, analyze the effectiveness of sponsorships for tech events, paid media budget tracking for digital campaigns, track your paid media budget for tech ads efficiently, customer advocacy program sheet for tech companies, manage your customer advocacy program for tech services with ease.

YouTube Analytics for Tech Channel

Analyze your youtube channel performance with detailed insights, organic traffic report for tech websites, optimize your organic traffic with data-driven insights, compliance tracking spreadsheet for tech regulations, track compliance with tech regulations across regions, patent filing tracker for tech innovations, track patent filings for tech innovations with ease, legal document repository for tech companies, organize and manage legal documents for your tech startup, gdpr compliance checklist for data protection, ensure gdpr compliance with this comprehensive checklist for data officers, technology licensing agreement template, create a comprehensive technology licensing agreement with ease, it security policy compliance document, ensure it security policy compliance with ease, vendor compliance evaluation for tech projects, track vendor compliance evaluations and upcoming reviews, software compliance audit checklist, track software compliance audit results and actions needed, export control compliance for tech products, manage export control compliance for tech products, legal hold procedure guide for tech litigation, streamline your legal hold process for tech litigations, regulatory change management for tech, manage regulatory changes for tech firms with ease, intellectual property portfolio management, review and manage your intellectual property portfolio efficiently, tech product liability analysis, assess and mitigate potential risks in tech product development, legal review for tech marketing campaigns, streamline your marketing material approval process, environmental compliance report for tech manufacturing, track environmental compliance checks and corrective actions for manufacturing facilities, anti-bribery compliance checklist for tech sector, ensure compliance with anti-bribery regulations in tech deals.

Daily Sales Tracker Template For F&B Store Managers

Track daily sales, transactions, top-selling items, and more for your f&b store.

Weekly Sales Summary Dashboard For Restaurant Owners

Track your restaurant's weekly sales performance and key metrics.

Comprehensive Shift Scheduling Tool For Shift Supervisors

Efficiently schedule employee shifts with customizable preferences and notes, shift swap request form template for restaurants, efficiently manage shift swaps for restaurant staff.

Morning Opening Routine Checklist For Store Operations

Streamline your morning opening routine checklist for store operations managers.

Weekly Supplier Order Form For Procurement Officers

Efficiently manage weekly supplier orders with ease, maintenance service request form for facility managers, track maintenance service requests for different facilities.

Quick Incident Reporting Form For Safety Managers

Efficiently report workplace incidents with a quick form, streamlined customer complaint log for customer service managers, streamline customer complaint management for better customer service.

Reservation Management System Template For Hosts And Guests

Efficiently manage reservations for your restaurant or event space, special event booking form for event coordinators, streamline your event planning process with a comprehensive booking form.

Customizable Catering Request Form For Catering Businesses

Customize your catering request form for seamless event planning, efficient delivery log sheet for delivery coordinators, efficiently track and manage delivery details for your logistics operations.

Takeout Order Tracking System

Track and manage takeout orders efficiently.

Dynamic Waitlist Management Template For Receptionists

Efficiently manage customer waitlists and reservations for reception managers.

Smart Table Management System For Restaurants

Efficiently manage restaurant reservations and seating arrangements.

Tip Distribution Calculation Sheet For Payroll Staff

Efficiently calculate and distribute tips for payroll specialists.

Gift Certificate Management System For Sales Managers

Manage gift certificates for sales managers with ease, promotion approval request form for marketing managers, streamline your promotion approval process for marketing managers, marketing promotion tracking template for marketing departments, track and analyze marketing promotions for targeted audiences across various channels, detailed loss prevention checklist for security managers, ensure compliance and security with a detailed loss prevention checklist, breakage and spillage log template for quality assurance teams, track and manage breakage and spillage incidents in your workplace, emergency contact directory for hr departments, organize employee emergency contact information for hr managers, interactive customer feedback form for service quality managers, interactive customer feedback form for service quality managers, parking coordination planner for valet services, efficiently manage valet parking services with a comprehensive planner, public transport access guide for location staff, optimize public transport accessibility for strategic locations.

Local Business Partnership Log For Business Development Managers

Track and manage your local business partnerships with ease, in-depth market analysis template for market analysts, conduct a comprehensive market analysis for various industries.

Supplier Contact List Template For Procurement Departments

Efficiently manage supplier contact information for procurement managers.

Monthly Price Comparison Chart For Cost Analysts

Analyze monthly price changes for various products and services.

Bulk Order Discount Inquiry Form For Purchasing Departments

Streamline your bulk order discount inquiries with ease, return policy tracker for customer service departments, track and manage customer return requests efficiently, inventory accuracy check sheet for audit teams, track and manage inventory accuracy for audit officers.

Import Duty Calculator For Import Managers

Calculate import duties and taxes for your international shipments, ethical sourcing guidelines for ethical procurement departments, evaluate suppliers based on labor practices, environmental practices, safety standards, and fair trade certifications, vegan product checklist for menu developers, create a checklist for vegan menu development, halal certification tracker for compliance officers, track and manage halal certification status for food products, fair trade product list for social responsibility departments, create a fair trade product list for social responsibility managers, seasonal recipe adjustments planner for chefs, customize seasonal recipes with alternative ingredients and adjustments, special event supply list for event planners, track your event supplies and orders with ease, out-of-stock alternatives guide for sales teams, guide for sales managers on out-of-stock alternatives, new product request form for product development teams, streamline your new product request process for development managers, payment terms agreement template for accounts receivable departments, streamline your payment terms agreements with ease, customer satisfaction survey for marketing departments, gather customer feedback and improve satisfaction levels, birthday club signup form for marketing specialists, create a birthday club signup form for marketing specialists, anniversary promotions planner for event coordinators, plan your promotional activities with ease for upcoming events.

Seasonal Promotions Calendar For Marketing Departments

Plan your seasonal promotions with ease.

Influencer Partnership Tracker For PR Teams

Track influencer partnerships and performance metrics, customer loyalty points tracker for loyalty program managers, track customer loyalty points and manage loyalty program data efficiently, event feedback form for event coordinators, collect and analyze event feedback for continuous improvement, marketing budget planner for financial managers, track and optimize your marketing budget for financial planning services, public relations activity log for pr coordinators, track and manage your public relations activities with ease, customer segmentation grid for marketing departments, segment your customers based on demographics and purchase behavior, promotional campaign planner for campaign managers, plan and manage your promotional campaigns with ease, loyalty program effectiveness tracker for marketing staff, track the effectiveness of your loyalty programs for marketing strategists, marketing campaign roi calculator for marketing departments, analyze your marketing campaign roi with ease, online ordering feedback form for e-commerce teams, collect and analyze customer feedback for online orders, marketing channel efficiency analyzer for channel managers, analyze marketing channel efficiency for channel managers, lead generation form for sales leads managers, streamline your lead generation process with our form template.

Media Coverage Tracker For Media Relations Departments

Track media coverage and analyze impact for your company, trade show planning checklist for event organizers, streamline your trade show planning process with this comprehensive checklist, competitor promotional analysis for strategic managers, analyze competitor promotions for strategic planning, local marketing initiative proposal for local store managers, create and manage local marketing initiatives for your store, influencer content brief for marketing coordinators, streamline your influencer marketing campaigns with ease, vip customer event invitation for vip relations managers, manage vip customer event invitations and follow-ups with ease.

Seasonal Email Campaign Template For Email Campaign Managers

Create engaging seasonal email campaigns for different target audiences.

Customer Retention Analysis Tool For Business Analysts

Understand customer retention and loss reasons with data analysis, marketing material inventory list for marketing material coordinators, manage your marketing material inventory with ease.

Brand Positioning Worksheet For Brand Strategists

Create a brand positioning worksheet for brand strategists, crisis communication plan for crisis managers, create a crisis communication plan for various crisis scenarios, event sponsorship evaluation form for sponsorship coordinators, evaluate event sponsorships for optimal roi, marketing compliance checklist for compliance departments, ensure marketing compliance with ease, digital presence audit for digital strategists, audit your digital presence across various channels and optimize for better engagement, content marketing strategy planner for content managers, plan your content marketing strategy with ease, interview evaluation form for hiring teams, evaluate candidates for various positions with ease, time off request form for department managers, streamline time-off requests for department heads with ease, work injury report form for safety departments, streamline work injury reporting and management for safety managers, employee exit interview form for hr specialists, streamline your employee exit interview process with this form for hr specialists, labor cost analysis report for financial analysts, analyze labor costs for different departments and positions, payroll calculator for payroll departments, automate your payroll calculations with ease, incident report form for security departments, streamline incident reporting for security officers, staff contact directory for office managers, organize your staff contact information with ease, team building activity planner for team coordinators, plan engaging team bonding events with ease, mentorship program outline for mentoring coordinators, plan and execute a comprehensive mentorship program for mentoring coordinators.

Employee Wellness Program Template For Wellness Managers

Track employee participation and progress in wellness programs, hr policy update notice for all departments, inform employees about recent updates to hr policies, retirement planning worksheet for financial planners, plan your retirement with ease, diversity and inclusion training schedule for diversity managers, plan your diversity and inclusion training schedule with ease, employee feedback collection form for feedback teams, collect and analyze employee feedback for actionable insights, non-disclosure agreement for hr departments, create a comprehensive non-disclosure agreement for hr managers, employee referral form for recruitment teams, streamline your employee referral process for recruitment managers, job offer letter template for hiring managers, streamline your hiring process with customizable job offer letters, employee of the month voting form for team members, recognize outstanding team members with an employee of the month voting form, hr incident log for incident coordinators, track and manage workplace incidents with ease.

Daily Kitchen Sanitation Checklist For Sanitation Supervisors

Ensure cleanliness and safety in your kitchen with this daily sanitation checklist, monthly pest control log for facility managers, track and manage pest control activities in your facility with ease.

Food Storage Guidelines Poster For Kitchen Managers

Keep your kitchen organized and safe with proper food storage guidelines, cross-contamination prevention checklist for food safety teams, ensure food safety and compliance with a cross-contamination prevention checklist for chefs.

Cook-Off Evaluation Form For Executive Chefs

Evaluate executive chefs in a cook-off competition.

Customer Allergy Alert Form For Waitstaff

Create a customer allergy alert form for wait staff.

Corrective Action Report For Quality Incidents For Quality Assurance Departments

Track and manage quality incidents with ease, product quality review for product managers, track and manage product quality metrics and customer satisfaction ratings.

Ingredient Specification Sheet For Purchasing Departments

Streamline your ingredient procurement process with detailed specifications, final product release checklist for production managers, ensure a smooth final product release process with this comprehensive checklist for production managers.

Temperature Logs For Refrigeration Units For Maintenance Teams

Track and manage temperature logs for refrigeration units maintenance, loan repayment tracker for credit managers, track loan repayments and client details efficiently.

Credit Card Reconciliation Sheet For Accounts Departments

Efficiently reconcile credit card transactions for accurate financial tracking, budget planning template for budget planners, efficiently track and manage departmental budgets with real-time insights, pricing strategy planner for pricing managers, optimize your pricing strategy with ease, risk assessment matrix for risk managers, efficiently manage and mitigate risks with a comprehensive risk assessment matrix, cash handling policy for store managers, establish and enforce cash handling procedures for store managers, revenue forecast model for revenue analysts, forecast your revenue with precision and accuracy, cost reduction plan for cost managers, optimize your department's expenses with a cost reduction plan.

Profit Margin Tracker For Sales Managers

Track your product sales, expenses, and profit margins with ease, fixed asset register for asset managers, track and manage your fixed assets efficiently, financial impact assessment for strategy teams, assess the financial impact of strategic initiatives, debt management plan for debt managers, manage your debts effectively with this debt management plan template, equity management spreadsheet for equity managers, manage your equity investments with ease, currency exchange rate tracker for international business managers, track currency exchange rates for international business managers, fiscal year budget template for financial planners, track and manage departmental budgets with ease, financial transaction log for financial departments, inventory valuation report for inventory accountants, track your inventory valuation and sales performance, financial meeting agenda for financial planners, streamline your financial meetings with a structured agenda, return on investment calculator for investment analysts, calculate your return on investment for various investment types, online order tracking form for e-commerce departments, track and manage online orders with ease, technology vendor contact list for procurement departments, organize your technology vendor contacts for easy procurement management, social media performance report for social media managers, analyze and optimize your social media performance with ease, customer database update form for database managers, update and manage your customer database with ease, technology incident report for it support teams, track and manage technology incidents reported by users.

IT Equipment Checklist For IT Procurement Departments

Track your it equipment procurement process efficiently, system backup schedule for system administrators, efficiently manage system backups with detailed scheduling and monitoring.

Software Licensing Management Tool For Software Managers

Manage software licenses efficiently with our tool, technology implementation roadmap for project managers, streamline your project management process with a comprehensive technology implementation roadmap, data migration plan for data managers, streamline your data migration process with ease, cloud service evaluation for cloud specialists, evaluate cloud service providers for your specific needs, app feature wishlist for product managers, optimize your app feature wishlist for product managers, it asset depreciation schedule for financial managers, track and manage it asset depreciation for financial planning purposes, tech support ticket form for it support departments, streamline your tech support ticketing process with ease, website seo checklist for seo specialists, optimize your website for search engines with this comprehensive seo checklist.

CRM System Evaluation For CRM Departments

Evaluate crm systems for crm managers, mobile device management policy for it departments, manage your mobile device security policies with ease, remote work software toolkit for hr departments, optimize your hr processes with the best remote work software tools, cloud storage options comparison for cloud analysts, compare cloud storage options for cloud architects.

Tech Innovation Log For Innovation Managers

Track and manage tech innovation projects with ease.

IT Emergency Response Plan For IT Departments

Create an it emergency response plan for it directors, digital asset management strategy for digital asset managers, efficiently manage and organize your digital assets with ease, monthly utility usage report for facilities managers, track and analyze monthly utility usage for multiple facilities, biodegradable products tracker for environmental managers, track and manage biodegradable products disposal for environmental officers.

Local Supplier Assessment For Procurement Specialists

Evaluate local suppliers for procurement specialists.

Sustainability Goals Tracker For Sustainability Coordinators

Track and manage sustainability goals for your organization.

Energy Efficient Equipment List For Energy Managers

Optimize your energy consumption with the right equipment, vegan and vegetarian options planner for dietary specialists, plan your vegan and vegetarian menu with ease, sustainability project budget template for financial managers, track and manage sustainability projects with ease, corporate social responsibility report for csr departments, create a comprehensive corporate social responsibility report for csr managers, green event checklist for event coordinators, plan your eco-friendly event with ease, sustainability award application form for pr departments, submit your sustainability projects for recognition, green product development brief for product developers, develop sustainable green products with ease.

Eco-Friendly Employee Incentives For HR Departments

Implement eco-friendly employee incentives to promote sustainable practices in the workplace, community green initiative planner for community relations managers, plan and manage community green initiatives for enhancing local biodiversity, environmental sustainability training for new employees, track employee training progress and completion status.

Zero Waste Challenge Tracker For Project Managers

Track and monitor your team's progress in implementing sustainability initiatives, eco-tourism project proposal for marketing departments, create eco-tourism project proposals for marketing managers, sustainable agriculture practices for agricultural managers, implement sustainable agriculture practices for agricultural managers, green roof installation guide for building managers, guide for building managers to install a green roof on their building.

Water Reclamation System Setup For Environmental Managers

Efficiently manage water reclamation system setup projects, sustainable fishing practices for restaurant managers, track your sustainable seafood purchases and costs.

Green IT Practices For IT Departments

Implement sustainable it practices for a greener workplace, seasonal specials planner for restaurants, plan your seasonal specials with ease, recipe standardization form for kitchen managers, standardize your recipes for efficient kitchen management, dish removal assessment for executive chefs, evaluate dishes for retention or removal based on sales volume, cost, preparation time, customer feedback, and chef's notes, competitor menu comparison for strategy managers, compare competitor menus for strategic decision-making.

Dish Development Timeline For Product Development Teams

Track the development timeline of new dishes from idea submission to launch.

Cost Reduction Strategies For Menu Items For Cost Control Departments

Implement cost reduction strategies for menu items to save on expenses, themed menu planner for event coordinators, create themed menus for your events with ease, special event menu template for catering departments, create customized menus for special events with ease, new recipe costing template for cost analysts, calculate the cost of ingredients and recipe yield for new recipes, ingredient substitution guide for nutritionists, easily substitute ingredients in your recipes with this comprehensive guide.

Seasonal Ingredient Tracker For Inventory Managers

Track seasonal ingredient availability, stock levels, and suppliers.

Menu Translation Sheet For Multilingual Restaurants

Translate your menu items into multiple languages for a diverse customer base.

Kids Menu Planner For Family-Friendly Restaurants

Plan your kids menu with ease for family-friendly restaurants.

Vegan Menu Development Template For Menu Developers

Create a diverse and delicious vegan menu with ease, gluten-free menu planner for dietary specialists, plan your gluten-free meals with ease, special diets menu planner for nutritionists, plan your special diets menu with ease, limited time offer menu template for marketing departments, create a limited-time offer menu for marketing managers.

Cultural Cuisine Introduction Plan For Culinary Teams

Introduce students to diverse cultural cuisines through hands-on cooking lessons, cross-utilization of ingredients plan for cost reduction teams, optimize ingredient usage and reduce costs with cross-utilization plan, seasonal menu change checklist for operations managers, streamline your seasonal menu change process with this checklist, recipe modification log for chefs, track recipe modifications and improvements for r&d teams.

Recipe Book Template For Cookbook Publishers

Create a stunning recipe book template for cookbook authors, restaurant theme concept proposal for business developers, create a unique restaurant concept proposal for business developers.

Catering Menu Proposal Template For Catering Sales Managers

Create a professional catering menu proposal for catering sales managers.

Holiday Menu Specials Planner For Event Coordinators

Plan your holiday menu specials with ease, takeout and delivery menu optimizer for operations managers, optimize your takeout and delivery menu for maximum profitability, menu cost review for financial controllers, optimize your menu pricing strategy with detailed cost analysis, chef's special planner for head chefs, plan your chef's special dishes with ease, upselling strategy for menu items for sales teams, boost your restaurant's revenue with strategic upselling techniques, interactive digital menu setup for it departments, create an interactive digital menu for restaurants and bars, menu layout design for graphic designers, create a visually appealing menu layout design for graphic designers, food trend analysis for market researchers, analyze food trends for market researchers, gourmet food pairing guide for gourmet restaurants, pair gourmet dishes with the perfect beverages for a delightful dining experience.

Farm-To-Table Menu Strategy For Sustainability Managers

Create a sustainable farm-to-table menu strategy for your restaurant, event inquiry form for event coordinators, streamline event planning with an easy-to-use form, event timeline planner for project managers, plan your event timeline with ease, event staffing requirements for hr departments, efficiently manage event staffing requirements for hr managers.

Catering Delivery Checklist For Delivery Teams

Efficiently manage catering delivery schedules and logistics, post-event evaluation form for quality assurance departments, evaluate event success and identify areas for improvement, catering equipment checklist for catering equipment managers, keep track of your catering equipment inventory and maintenance schedule, food safety plan for events for safety managers, ensure food safety at your events with this comprehensive plan.

Wedding Catering Planner For Wedding Planners

Effortlessly plan and manage wedding catering details for your clients.

Corporate Event Menu Planner For Corporate Event Managers

Plan your corporate event menus with ease, vip event management template for vip relations managers, efficiently manage vip events with ease, award ceremony catering schedule for event coordinators, plan your catering schedule for an award ceremony with ease.

Art Exhibition Reception Planner For Art Coordinators

Effortlessly plan and execute art exhibition receptions with this comprehensive planner, fundraiser event checklist for nonprofit event planners, stay organized and on track with your nonprofit fundraiser event planning.

New Year'S Eve Party Planner For Event Managers

Plan your new year's eve party with ease.

Theme Party Catering Guide For Party Planners

Plan your theme party catering with ease.

Culinary Workshop Schedule For Culinary Instructors

Plan your culinary workshop schedule with ease, food festival planner for festival coordinators, plan your food festival events with ease, banquet setup guide for banquet managers, create detailed event setup guides for banquet managers.

Live Cooking Demonstration Organizer For Event Managers

Organize live cooking demonstrations for chefs, charity event catering planner for charity coordinators, effortlessly plan catering for charity events with detailed event information and supplier details, public event safety protocol for safety managers, ensure the safety and security of public events with comprehensive protocols, food and beverage service training for training departments, plan your training sessions with ease, corporate retreat food planner for retreat organizers, effortlessly plan meals for corporate retreats with ease, bridal shower catering guide for event planners, streamline your catering planning for events with ease.

Movie Premiere Catering Layout For Event Coordinators

Plan your event catering with ease, product launch party menu for marketing departments, plan your product launch party menu with ease, book signing reception planner for public relations managers, plan your book signing reception with ease, art gallery opening catering guide for gallery managers, streamline your catering orders for art gallery openings, interactive menu development tracker for f&b product developers, track and manage the development stages of f&b products with ease.

Dynamic Beverage Stock System For Bar Managers

Efficiently manage your beverage stock with real-time updates and analytics, customer allergy and preferences log for restaurant staff, customize meals based on customer allergies and preferences, detailed event catering project planner for event managers, efficiently plan and manage event catering details for seamless execution, optimized food truck route planner for mobile food operators, optimize your food truck route with ease.

F&B Industry Compliance Audit Toolkit For Compliance Managers

Streamline your compliance audit process for food and beverage establishments.

Action Plan For Remediation

Create an action plan for remediation to address and resolve issues effectively.

Create personalized email templates for various occasions

Visualize and organize your ideas with a mind map

College resume, create a professional college resume to showcase your achievements and skills.

Letter Of Interest

Create professional and compelling letters of interest with ease.

Sign In Sheet

Efficiently track visitor sign-ins and sign-outs.

Play Bingo with your team and have fun while working

Job Description

Create comprehensive job descriptions for various positions.

Job Application

Track and manage job applications with ease.

Frayer Model

Organize and analyze information with the frayer model.

Create a professional one-pager for your project

Executive Summary

Summarize key findings and strategic direction in an executive summary, fishbone diagram, identify and analyze potential causes of a problem with a fishbone diagram.

Create a professional About Me page with ease

Budget Temp

Track your expenses and manage your budget with ease.

Vehicle Bill Of Sale

Create a professional vehicle bill of sale with ease.

Plot Diagram

Visualize the plot of your story with a plot diagram.

Lined Paper

Create lined paper templates for various purposes.

Book Report

Create professional book reports with ease, create an eye-catching pamphlet for your business or event, all about me, create a personalized 'all about me' template.

Create professional name tags for your events

Chore Chart

Keep track of household chores with this chore chart template.

Table Of Contents

Create a professional table of contents for your document.

Rent Receipt

Create professional rent receipts with ease.

Budget Sheet

Daily Planner

Stay organized and maximize productivity with our daily planner template, budget planner, track your income and expenses with ease.

Capture and showcase your favorite memories with a Polaroid-style photo template

Streamline communication and reporting with the sbar template, sign up sheet, efficiently manage event sign-ups and preferences.

Concept Map

Visualize and organize complex concepts with a concept map.

Christmas List

Keep track of your christmas gift list with ease.

Create a comprehensive shot list for your film or video project

Essay Outline

Create a comprehensive essay outline for environmental conservation.

Grocery List

Keep track of your grocery list and expenses with ease.

Create and customize your own Bingo cards

Learn about different butterfly species and their characteristics

Efficiently manage work orders and track progress

Raffle Ticket

Create professional raffle tickets for your event.

Track and manage your investment portfolio with ease

Visualize and analyze circle data with ease

Personal financial statement, track your assets, liabilities, and net worth with ease.

Missing Poster

Create missing person posters with ease, evaluate and grade student work with ease using this rubric template, create mla format citations with ease, study guide, stay organized and track your study progress with this comprehensive study guide template, manage your book collection with ease.

Create professional quotes for your business

Create a comprehensive fish database with Lark

Employment verification letter, generate employment verification letters with ease.

2 Week Notice Letter

Create professional 2-week notice letters with ease.

Spelling Test

Track and analyze spelling test results, visualize your family tree with a genogram.

Book Review

Capture and organize book reviews with ease, eisenhower matrix, organize your tasks based on urgency and importance with the eisenhower matrix, employee evaluation, streamline employee evaluations and performance tracking, review of systems, review your symptoms and medical history with this comprehensive template.

Certificate Of Completion

Create professional certificates of completion for courses and workshops.

Organize and share your favorite recipes with ease

Construction contract, create and manage construction contracts with ease.

Employee Of The Month

Recognize and reward outstanding employees with the employee of the month template.

Weekly Budget

Character Reference Letter

Create a character reference letter with ease.

Create an organized outline for your projects

Decision Tree

Make informed decisions with a decision tree template.

Create a fact sheet to showcase your company's key information

Cleaning Schedule

Keep your workspace clean and organized with this cleaning schedule template, doctors note for work, generate doctors' notes for work with ease, streamline your essay writing process with this comprehensive essay template.

Organize travel itinerary with ease

Create a comprehensive syllabus for your course.

User Persona

Create user personas to understand your target audience, trading card, organize and track your trading card collection, credit dispute letter, resolve credit report inaccuracies with a professional dispute letter.

Discover different types of flowers and their characteristics

Create professional lab reports with ease, keep track of your professional references, logic model, create a logic model to plan and evaluate your projects.

Create your own cookbook with ease

Stay organized and on top of your tasks with this checklist template.

Simple Budget

Recipe card, create beautiful recipe cards with ease.

Create professional cover pages for your documents

Professional references, organize and manage your professional references with ease, create mla citations with ease.

Create engaging blog posts with ease

Recipe book, create your own recipe book with ease.

Binder Cover

Create personalized binder covers for your projects, letter of authorization, authorize parties and grant specific authorities with this letter of authorization template.

Acting Resume

Create a professional acting resume with ease, graph paper, create custom graphs and charts with ease, cease and desist letter, send professional cease and desist letters to protect your intellectual property rights, terms and conditions, create a comprehensive terms and conditions template for your website, free monthly budget, organize and track your board game collection, permission slip, create permission slips for student activities, attendance sheet, track employee attendance and manage work hours.

Business Contract

Create professional business contracts with ease, reading log, keep track of your reading progress and insights, create and manage scripts for your film or theater production.

Thesis Statement

Create effective thesis statements for various topics, create professional case study reports with ease.

Manage your bill of lading (BOL) with ease

Generate professional check stubs for your employees, employment letter, create personalized employment letters for your employees, debt verification letter, verify and dispute alleged debts with ease, shopping list, stay organized and never forget your shopping list again.

Door Hanger

Efficiently distribute messages and promotions with door hangers.

Baseball Lineup

Create and manage your baseball lineup with ease, plan and track your work projects with ease, demand letter, demand payment for outstanding invoices and unpaid fees, puzzle piece, organize and track your puzzle pieces with ease.

Notebook Paper

Organize your biology class with this notebook paper template.

Keep track of tree information and conservation status

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Check Register

Place Setting

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Gantt Chart Templ

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Needs Assessment

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Simple Monthly Budget

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Bill Of Sale Word

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Blank Bingo

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Custody Agreement

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Policy And Procedure

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Script Format

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Account Based Marketing

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Price Matrix

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Availability

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Key Policy For Employees

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Story Mapping

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Msp Client Onboarding Checklist

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Product Testing

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Sprint Retrospective

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Lifecycle Powerpoint

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5 Whys Root Cause Analysis

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How to Create an Action Plan to Achieve Your Goals

Setting a goal is easy; achieving it is the hard part. This blog post offers five tips to help you stay on track.

Lian Parsons

Whether it’s the start of a new year, an academic semester, or a job, new beginnings are always an inspiring time to set new goals.

However, many of us struggle to meet those goals and maintain momentum. According to  Adrienne Tierney , creating an action plan is key to avoiding potential pitfalls. Tierney, an instructor and research advisor for Harvard Extension School’s psychology master’s program , offers five tips to get started.

1. Make The Goal Concrete

“Often, goal setting begins by thinking about abstract aspirations,” says Tierney. “Those aspirations can be helpful in identifying where we want to end up, but they can feel so distant and out of reach that we easily give up or feel like we will never get there.”

Tierney suggests breaking larger goals down into more manageable steps that can be achieved with specific actions. 

For example, instead of setting the goal of exercising more, set the more concrete goal of walking three times per week for 30 minutes each. This more specific framing can help you put it into practice and evaluate your progress.

Tierney also recommends writing the goal down, whether on paper or on your phone or computer to make it visible and serve as a reminder.

2. Identify the Requirements

Each goal will require different parameters to achieve it. Identifying the type of goal will help to clarify your next planning stages. 

For example, if you want to cut down on something, such as sugar, caffeine, or screen time, plan to have appealing and accessible alternatives to help along the way.

Conversely, if you want to add something to your routine, such as exercising, reading, or practicing a skill, try creating a plan to work it into your schedule. The plan should include parameters like what days, for how long, and what activities you work on so you don’t have to figure it out each time. 

Creating specific plans helps to cut down on the mental energy along the way and makes the process of achieving your goal as painless and easy as possible.

3. Set Aside Time

Similar to planning ahead, determine whether or not your goal requires a time commitment. If so, set aside the time in advance instead of waiting for an opportunity to arise. 

Reserve the appropriate amount of time in your calendar so that other demands have to work around your time commitment, rather than the other way around.

Explore Harvard Extension School’s Psychology Master’s Degree Program

4. Personalize Your Approach

Some people thrive best when seeking to accomplish a goal all at once, while others find more success in taking things step-by-step. 

For example, some people enjoy the month-long commitment of Dry January and prefer to cut out alcohol entirely for that period of time. Others prefer to reduce their intake for the month but not eliminate alcohol altogether (often called “Damp January”).

Different goals might also work best with different approaches, so experiment along the way and adjust accordingly.

5. Find Motivation

It is important to keep yourself motivated throughout the process of pursuing a goal. Tierney suggests a few ways to support your progress, no matter what step in the journey you’re on.

Make a social commitment

“Having social accountability is enormously helpful in supporting us through the tough moments in working towards our goals,” says Tierney. “Having a group can help us achieve goals over the long term by offering a chance to share the successes, to help you show up, or to help you renew the commitment along the way.”

Try searching for accountability partners with friends who share similar goals, or on an app or online group that offers virtual communities. Bolstering your support system means that you’re not alone and have others cheering you on.

Celebrate successes

As you make progress, make sure to acknowledge your successes and the work it’s taken to get there. Celebrating not only gives you the credit you’ve earned, but also is a reminder that you have the wherewithal to achieve your goals, no matter where you are in the process.

Be realistic 

Whether your goal is focused on changing old habits or building new ones, both can have their challenges. Mistakes and setbacks can happen and it’s important to be compassionate toward yourself. 

“Look for progress not perfection,” says Tierney. “If you have a day where you don’t achieve your goal, don’t let the frustration or disappointment make you give up. Re-commit for the next occasion.”

You may realize your initial goal was too ambitious, and you need to course-correct or revise that goal while still working toward your long-term objective. 

Determination is important, but having the judgment to make these decisions as you go may serve you better in the long run.

Explore all academic programs

About the Author

Lian Parsons is a Boston-based writer and journalist. She is currently a digital content producer at Harvard’s Division of Continuing Education. Her bylines can be found at the Harvard Gazette, Boston Art Review, Radcliffe Magazine, Experience Magazine, and iPondr.

Graduate Students Engage in Scholarly Conversation On Campus 

Two students share their experiences attending an applied active learning weekend course as part of the low-residency, on-campus experience for their degree program.

Harvard Division of Continuing Education

The Division of Continuing Education (DCE) at Harvard University is dedicated to bringing rigorous academics and innovative teaching capabilities to those seeking to improve their lives through education. We make Harvard education accessible to lifelong learners from high school to retirement.

What is an Action Plan? Learn with Templates and Examples

Planning on turning your vision into reality? And what’s your best way to avoid challenges and problems during this journey? A solid action plan.

We have outlined 6 steps explaining how to write an action plan. Once you familiarize yourself with them, go ahead and use the editable templates below to start planning right away.

What is an Action Plan?

Why you need an action plan, how to write an action plan, action plan templates.

An action plan is a specific list of tasks in order to achieve a particular goal. It can be regarded as a proposed strategy to execute a specific project to achieve a specific or general goal effectively and efficiently. It outlines steps to take and helps stay focused and organized, whether it’s personal or work-related. Breaking down the goal into smaller, manageable steps, makes it easier to stay motivated and track progress.

It’s an essential part of the strategic planning process and helps with improving teamwork planning Not only in project management, but action plans can be used by individuals to prepare a strategy to achieve their own personal goals as well.

Components of an action plan include

• A well-defined description of the goal to be achieved
• Tasks/ steps that need to be carried out to reach the goal
• People who will be in charge of carrying out each task
• When will these tasks be completed (deadlines and milestones)
• Resources needed to complete the tasks
• Measures to evaluate progress

What’s great about having everything listed down on one location is that it makes it easier to track progress and effectively plan things out.

An action plan is not something set in stone. As your organization grows, and surrounding circumstances change, you will have to revisit and make adjustments to meet the latest needs.

Sometimes businesses don’t spend much time on developing an action plan before an initiative, which, in most cases, leads to failure. If you haven’t heard, “failing to plan is planning to fail” said Benjamin Franklin supposedly once.

Planning helps you prepare for the obstacles ahead and keep you on track. And with an effective action plan, you can boost your productivity and keep yourself focused.  

Here are some benefits of an action plan you should know;

• It gives you a clear direction. As an action plan highlights exactly what steps to be taken and when they should be completed, you will know exactly what you need to do.
• Having your goals written down and planned out in steps will give you a reason to stay motivated and committed throughout the project.  
• With an action plan, you can track your progress toward your goal.
• Since you are listing down all the steps you need to complete in your action plan, it will help you prioritize your tasks based on effort and impact.

From the looks of it, creating an action plan seems fairly easy. But there are several important steps you need to follow with caution in order to get the best out of it. Here’s how to write an action plan explained in 6 easy steps.

Step 1: Define your end goal

If you are not clear about what you want to do and what you want to achieve, you are setting yourself up for failure.

Planning a new initiative? Start by defining where you are and where you want to be.

Solving a problem? Analyze the situation and explore possible solutions before prioritizing them.

Then write down your goal. And before you move on to the next step, run your goal through the SMART criteria . Or in other words, make sure that it is

• Specific – well-defined and clear
• Measurable – include measurable indicators to track progress  
• Attainable – realistic and achievable within the resources, time, money, experience, etc. you have
• Relevant – align with your other goals
• Timely – has a finishing date

Use this SMART goal worksheet to simplify this process. Share it with others to get their input as well.  

• Ready to use
• Fully customizable template
• Get Started in seconds

And refer to our easy guide to the goal-setting process to learn more about setting and planning your goals.

Step 2: List down the steps to be followed

The goal is clear. What exactly should you do to realize it?

Create a rough template to list down all the tasks to be performed, due dates and people responsible.

It’s important that you make sure that the entire team is involved in this process and has access to the document. This way everyone will be aware of their roles and responsibilities in the project.

Make sure that each task is clearly defined and is attainable. If you come across larger and more complex tasks, break them down to smaller ones that are easier to execute and manage.

Tips: Use a RACI Matrix template to clarify project roles and responsibilities, and plan projects

Step 3: Prioritize tasks and add deadlines

It’s time to reorganize the list by prioritizing the tasks . Some steps, you may need to prioritize as they can be blocking other sub-steps.

Add deadlines, and make sure that they are realistic. Consult with the person responsible for carrying it out to understand his or her capacity before deciding on deadlines.

Step 4: Set milestones

Milestones can be considered mini goals leading up to the main goal at the end. The advantage of adding milestones is that they give the team members to look forward to something and help them stay motivated even though the final due date is far away.

Start from the end goal and work your way back as you set milestones . Remember not to keep too little or too much time in between the milestone you set. It’s a best practice to space milestones two weeks apart.  

Step 5: Identify the resources needed

Before you start your project, it’s crucial to ensure that you have all the necessary resources at hand to complete the tasks. And if they are not currently available, you need to first make a plan to acquire them.

This should also include your budget. You can assign a column of your action plan to mark the cost of each task if there are any.  

Step 6: Visualize your action plan

The point of this step is to create something that everyone can understand at a glance and that can be shared with everyone.

Whether your action plan comes in the shape of a flowchart , Gantt chart , or table , make sure that it clearly communicates the elements we have identified so far – tasks, task owners, deadlines, resources, etc.

This document should be easily accessible to everyone and should be editable.

Step 7: Monitor, evaluate and update

Allocate some time to evaluate the progress you’ve made with your team.

You can mark tasks that are completed as done on this final action plan, bringing attention to how you’ve progressed toward the goal.

This will also bring out the tasks that are pending or delayed, in which case you need to figure out why and find suitable solutions. And then update the action plan accordingly.

Business action plan

You may like to read: The Easy Guide to Making a Business Plan for Presentations

Marketing action plan

Strategic action plan, corrective action plan template.

Learn more about: Corrective Action Plan template .

Additional resources: The Easy Guide to Creating a Business Contingency Plan

Simple action plan template

Any more tips on creating an action plan.

An action plan is designed to guide your way to accomplishing your goals. It turns your vision into actionable goals and steps. And it helps you stay focused and motivated.

From an individual employee in an organization to larger departments can make use of action plans to steer their way towards completing their goals.

Maybe you are about to create your very first action plan, or you are already a pro at writing them. Either way, we’d like to hear your opinions on how to write an action plan. Do share them with us in the comments section below.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

FAQs About Action Plan

Lack of clarity on goals: Make sure the team understands the goals and objectives of the action plan. The goals should be specific, measurable, attainable, relevant, and time-bound (SMART).

Unclear responsibilities: Assign clear roles and responsibilities for each team member to avoid confusion and ensure accountability.

Overcomplicating the plan: Keep the action plan simple and easy to understand. Avoid adding unnecessary complexity or detail that may confuse the team.

Failure to prioritize tasks: Prioritize tasks based on their importance and urgency. This will ensure that the team focuses on the most critical tasks first.

Inadequate resources: Ensure that the team has access to the necessary resources such as time, budget, and equipment, to carry out the action plan successfully.

Lack of communication: Effective communication is crucial to the success of any action plan. Ensure that team members are regularly updated on progress and any changes to the plan.

Failure to monitor progress: Regularly monitor progress and adjust the action plan as needed to ensure that it stays on track and achieves its goals.

Strategic action plan: This type of plan outlines the long-term goals and objectives of an organization, and the actions that will be taken to achieve them. It typically covers a period of several years and includes high-level strategies and initiatives.

Operational action plan: This plan focuses on the day-to-day operations of an organization, outlining the actions that will be taken to achieve short-term goals and objectives. It typically covers a period of one year or less and includes specific actions and timelines.

Project action plan: This type of plan is used for individual projects and outlines the actions that will be taken to achieve specific project goals and objectives. It includes a detailed breakdown of tasks, timelines, and responsibilities.

Sales action plan: This plan focuses on the actions that will be taken to increase sales and revenue. It includes specific strategies for marketing, sales, and customer service.

Marketing action plan: This plan outlines the actions that will be taken to promote a product or service and increase brand awareness. It includes strategies for advertising, social media, public relations, and other marketing initiatives.

Crisis management action plan: This type of plan outlines the actions that will be taken in the event of a crisis, such as a natural disaster or security breach. It includes specific protocols for communication, evacuation, and other emergency procedures.

An action plan can be used by anyone who wants to achieve specific goals or objectives. It is a useful tool for individuals, teams, and organizations in a variety of contexts. Here are some examples:

Individuals: An individual can use an action plan to achieve personal goals such as losing weight, completing a degree, or starting a business.

Teams: A team can use an action plan to achieve goals related to a specific project or initiative. For example, a marketing team may use an action plan to launch a new product.

Small businesses: Small businesses can use an action plan to achieve goals related to sales, marketing, operations, or finance.

Non-profit organizations: Non-profit organizations can use an action plan to achieve goals related to fundraising, volunteer recruitment, or program implementation.

Government agencies: Government agencies can use an action plan to achieve goals related to policy implementation, disaster response, or public safety.

Educational institutions: Educational institutions can use an action plan to achieve goals related to improving student outcomes, increasing enrollment, or expanding programs.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

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• Section 5. Developing an Action Plan

Chapter 8 Sections

• Section 1. An Overview of Strategic Planning or "VMOSA" (Vision, Mission, Objectives, Strategies, and Action Plans)
• Section 2. Proclaiming Your Dream: Developing Vision and Mission Statements
• Section 3. Creating Objectives
• Section 4. Developing Successful Strategies
• Section 6. Obtaining Feedback from Constituents: What Changes are Important and Feasible?
• Section 7. Identifying Action Steps in Bringing About Community and System Change
• Main Section

Developing an action plan can help changemakers turn their visions into reality, and increase efficiency and accountability within an organization. An action plan describes the way your organization will meet its objectives through detailed action steps that describe how and when these steps will be taken. This section provides a guide for developing and utilizing your group's action plan.

What is an action plan?

In some ways, an action plan is a "heroic" act: it helps us turn our dreams into a reality. An action plan is a way to make sure your organization's vision is made concrete. It describes the way your group will use its strategies to meet its objectives. An action plan consists of a number of action steps or changes to be brought about in your community.

Each action step or change to be sought should include the following information:

• What actions or changes will occur
• Who will carry out these changes
• By when they will take place, and for how long
• What resources (i.e., money, staff) are needed to carry out these changes
• Communication (who should know what?)

What are the criteria for a good action plan?

The action plan for your initiative should meet several criteria.

Is the action plan:

• Complete ? Does it list all the action steps or changes to be sought in all relevant parts of the community (e.g., schools, business, government, faith community)?
• Clear ? Is it apparent who will do what by when?
• Current ? Does the action plan reflect the current work? Does it anticipate newly emerging opportunities and barriers?

Why should you develop an action plan?

There is an inspirational adage that says, "People don't plan to fail. Instead they fail to plan." Because you certainly don't want to fail, it makes sense to take all of the steps necessary to ensure success, including developing an action plan.

There are lots of good reasons to work out the details of your organization's work in an action plan, including:

• To lend credibility to your organization. An action plan shows members of the community (including grantmakers) that your organization is well ordered and dedicated to getting things done.
• To be sure you don't overlook any of the details
• To understand what is and isn't possible for your organization to do
• For efficiency: to save time, energy, and resources in the long run
• For accountability: To increase the chances that people will do what needs to be done

When should you create an action plan?

Ideally, an action plan should be developed within the first six months to one year of the start of an organization. It is developed after you have determined the vision, mission, objectives, and strategies of your group. If you develop an action plan when you are ready to start getting things done, it will give you a blueprint for running your organization or initiative.

Remember, though, that an action plan is always a work in progress. It is not something you can write, lock in your file drawers, and forget about. Keep it visible. Display it prominently. As your organization changes and grows, you will want to continually (usually monthly) revise your action plan to fit the changing needs of your group and community.

How to write an action plan

Determine what people and sectors of the community should be changed and involved in finding solutions.

If you have been using the VMOSA (Vision, Mission, Objectives, Strategies, Action Plans) model, you might have already done this, when you were deciding upon your group's objectives. Again, try to be inclusive. Most of the health and development issues that community partnerships deal with are community-wide, and thus need a community-wide solution. Possible sectors include the media, the business community, religious organizations, schools, youth organizations, social service organizations, health organizations, and others.

Some members of the community you might consider asking to join the action planning group include:

• Influential people from all the parts of the community affected by your initiative (e.g., from churches and synagogues, the school system, law enforcement, etc.)
• People who are directly involved in the problem (e.g., local high school students and their parents might be involved in planning a coalition trying to reduce teen substance use)
• Members of grassroots organizations
• Members of the various ethnic and cultural groups in your community
• People you know who are interested in the problem or issue
• Newcomers or young people in the community who are not yet involved

Let's consider some of the people who were involved with the planning group for the fictional Reducing the Risks (RTR) Coalition that hopes to reduce the rate of teen pregnancy. Some of the members of this planning group included teachers at the local high school, local teenagers and their parents, members of the clergy, counselors and school nurses, staff of the county health department, and members of youth organizations, service agencies, and other organizations that focus on youth issues.

Convene a planning group in your community to design your action plan . This might be the same group of people who worked with you to decide your group's strategies and objectives. If you are organizing a new group of people, try to make your planning committee as diverse and inclusive as possible. Your group should look like the people most affected by the problem or issue.

Once everyone is present, go over your organization's:

• Targets and agents of change (e.g., youth, parents and guardians, clergy)
• Proposed changes for each sector of the community (e.g., schools, faith community, service organizations, health organizations, government)

Develop an action plan composed of action steps that address all proposed changes. The plan should be complete, clear, and current. Additionally, the action plan should include information and ideas you have already gathered while brainstorming about your objectives and your strategies. What are the steps you must take to carry out your objectives while still fulfilling your vision and mission? Now it's time for all of the VMOSA components to come together. While the plan might address general goals you want to see accomplished, the action steps will help you determine the specific actions you will take to help make your vision a reality. Here are some guidelines to follow to write action steps.

Members of the community initiative will want to determine:

• What action or change will occur
• Who will carry it out
• When it will take place, and for how long
• What resources (i.e., money, staff) are needed to carry out the change
• Communication (who should know what)

Example: RTR Coalition's Action Step (a sample) One community change sought by this coalition to prevent teen pregnancy was to increase publicity about contraception and unwanted pregnancy at the local high school. What action or change will occur: Hanging posters, displays, and other information about contraception and the facts about unwanted pregnancy in the hallways of the local high school. The posters and other information will become a permanent part of the high school. Posters and information will be regularly changed as new materials become available. Who will carry it out: A sub-committee comprised of parents and guardians, teachers, students, and coalition members will be responsible for maintaining the displays. The coalition as a whole will work towards finding funding to purchase the materials. Maria and Alex of the schools action group will be responsible for researching and ordering the materials. By when will it take place, and for how long: The coalition will try to have posters hanging and displays visible within six weeks of deciding on the action step (2/19/2013). What resources are needed to carry out the step: The coalition will approach the school district to request funding for the project. Otherwise, the group will seek funding from other sources such as foundations and local businesses to finance the program. Communication about the action step. The school principal and leadership of the Parent-Teacher Organization (PTO) should be given information about this planned change.

Things to note about this portion of the RTR action plan:

• It appears complete . Although this step seems fully developed, we would need to review the entire action plan to see whether all community and system changes that should be sought are included.
• It is clear . We know who will do what by when.
• It seems current . We would need to know more about other current work (and new opportunities and barriers) to judge whether this portion of the action plan is up-to-date.

Review your completed action plan carefully to check for completeness. Make sure that each proposed change will help accomplish your group's mission. Also, be sure that the action plan taken as a whole will help you complete your mission; that is, make sure you aren't leaving anything out.

Follow through. One hard part (figuring out what to do) is finished. Now take your plan and run with it! Remember the 80-20 rule: successful efforts are 80% follow through on planned actions and 20% planning for success.

Keep everyone informed about what's going on. Communicate to everyone involved how his or her input was incorporated. No one likes to feel like her wit and wisdom has been ignored.

Keep track of what (and how well) you've done. Always keep track of what the group has actually done. If the community change (a new program or policy) took significant time or resources, it's also a good idea to evaluate what you have done, either formally or informally.

Keep several questions in mind for both yourself and others:

• Are we doing what we said we'd do?
• Are we doing it well?
• Is what we are doing advancing the mission?

You can address these questions informally (ask yourself, chat with friends and other people), as well as formally, through surveys and other evaluation methods.

Celebrate a job well done! Celebrate your accomplishments; you and those you work with deserve it. Celebration helps keep everyone excited and interested in the work they are doing.

After you've written your action plan: Getting members to do what they said they would

Every community organization has undoubtedly had this happen: you plan and you assign tasks to get everything you've planned to do accomplished. Everyone agrees (maybe they even offer) to do certain tasks, and you all leave with a great feeling of accomplishment. The problem? At the next meeting, nothing has been done. Besides tearing out your hair, what can you do?

Fortunately, there are several things you can try. It's particularly tricky in the case of volunteers, because you don't want to lean too hard on someone who is donating their time and energy to begin with. Still, you can make it easier for members to get things done (and harder to avoid work) without acting like the mean neighbor down the street. Some of these gentle reminders include:

• Regular phone calls from staff members or dedicated volunteers asking others how they are doing with their tasks. This should be a supportive call, not a "are you doing what you're supposed to" call. The person calling can offer emotional support "how are you doing?" as well as see if the group member needs any other assistance. A friendly call such as this can be seen as helpful, give the member the sense that he is a very important part of the group, and serve as a great reminder to do what he said he would do.
• Distributing the action plan in writing to all members, with names attached to specific tasks. (Additionally, this can be a great time to ask for feedback before the plan becomes "official.")
• Making sure timelines (with due dates) are complete, clear and current.
• At regular group meetings, such as committee meetings or board meetings, ask members to report on accomplishing the tasks they have set out to do. Consider making this a regular part of the meeting.
• Celebrate the accomplishment of tasks. It's important that getting something done actually means something, and is recognized by the group as a whole.

Follow up on the action plan regularly. You are asking members to be accountable, and to get things done on a regular basis. If they have agreed, you should help them fulfill their commitment as best you can.

Online Resources

The Ruckus Society offers an  Action Planning Manual  that discusses strategies for nonviolent direct action.

Preventing Adolescent Substance Abuse: An Action Planning Guide for Community-Based Initiatives

Preventing Youth Violence: An Action Planning Guide for Community-Based Initiatives

Preventing Adolescent Pregnancy: An Action Planning Guide for Community-Based Initiatives

Promoting Child Well-Being: An Action Planning Guide for Community-Based Initiatives

Promoting Urban Neighborhood Development: An Action Planning Guide for Improving Housing, Jobs, Education, Safety and Health

Preventing Child Abuse and Neglect :  An Action Planning Guide for Community-Based Initiatives

Reducing Risk for Chronic Disease: An Action Planning Guide for Community-Based Initiatives

Print Resources

Barry, B. (1984).  Strategic planning workbook for nonprofit organizations . St. Paul: MN: Amherst H. Wilder Foundation.

Berkowitz, W. (1982).  Community impact: creating grassroots change in hard times . Cambridge, MA: Schenkman Publishing.

Bryson, J. (1988).  Strategic planning for public and nonprofit organizations: A guide to strengthening and sustaining organizational achievement . San Francisco: Jossey-Bass Publishers.

Fawcett, S., Paine, A., Francisco, V., Richter, K., Lewis, R., Williams, E., Harris, K., Winter, K., in collaboration with Bradley, B. & Copple, J. (1992).  Preventing adolescent substance abuse: an action planning guide for community-based initiatives . Lawrence, KS: Work Group on Health Promotion and Community Development, University of Kansas.

Fawcett, S., Claassen, L., Thurman, T., Whitney, H., & Cheng, H. (1996).  Preventing child abuse and neglect: an action planning guide for building a caring community . Lawrence, KS: Work Group on Health Promotion and Community Development, University of Kansas.

Kansas Health Foundation.  VMOSA: An approach to strategic planning . Wichita, KS: Kansas Health Foundation.

Lord, R. (1989).  The nonprofit problem solver . New York, NY: Praeger.

Olenick, A. & Olenick, P. (1991).  A nonprofit organization manual . New York, NY: The Foundation Center.

Unterman, I., & Davis, R. (1984).  Strategic management of not-for-profit organizations . New York, NY: CBS Educational and Professional Publishing.

Wolf, T. (1990).  Managing a nonprofit organization . New York, NY: Prentice Hall.

Watson-Thompson, J., Fawcett, S., & Schultz, J. (2008). Differential effects of strategic planning on community change in two urban neighborhood coalitions. American Journal of Community Psychology, 42, 25-38.

Created by the Great Schools Partnership , the GLOSSARY OF EDUCATION REFORM is a comprehensive online resource that describes widely used school-improvement terms, concepts, and strategies for journalists, parents, and community members. | Learn more »

Action Plan

An action plan is a plan created to organize a district- or school-improvement effort. It may take the form of an internal school document or a website that can be viewed publicly. Action plans may be reviewed and revised annually—based on progress made over the course of the preceding year or to reflect evolving school goals and values—but multiyear action plans are also common.

Action plans typically include information such as the following:

• A school’s improvement goals, such as targets for improved student test performance or graduation rates
• The specific actions or strategies a school will undertake to achieve its goals
• The roles and responsibilities assigned to staff members
• The project timeline or the deadlines to be met
• The resources allocated to its execution
• The milestones or growth targets expected to be achieved at specific stages of the plan’s execution
• The data or other forms of evidence that will be collected for the purposes of action research or project evaluation

While the “plan of action” concept is straightforward, the design, use, and purpose of action plans may differ significantly from district to district or school to school. That said, there are generally two basic forms of action plan:

• A systemic action plan is designed to organize a comprehensive or multifaceted educational-improvement plan focused systems-level changes—major redesigns of the structure and operations of a district or school, particularly its academic program. A systemic plan would map out and organize the complexities of coordinating such an initiative, typically for the purpose of making sure that the plan is coherently designed (all the parts are feasible and work together), aligned in both purpose and execution (all the parts make sense and are focused on achieving the same goals), and understood and agreed on by all those responsible for its execution.
• A project-specific action plan is similar in all major features to a systemic action plan, except that its scope would be limited to a district program, grant-funded initiative, academic department, or some other subordinate part of a school system. The potential downside of a project-specific action plan is that it may fail to take into account potential effects on the larger system, or its execution may result in redundancies or other unforeseen conflicts with preexisting plans or programs.

In many cases, action plans are a required component of a state program, a grant-funded initiative, or a government policy. For example, schools that are determined to be “low performing” by a state education agency may be required to create and implement an action plan. In these cases, districts and schools may be required to report on action-plan progress over the course of a school year and account for any unmet goals. Many plans, however, are voluntarily developed and undertaken by schools committed to improvement and to achieving better educational results for students. Action plans are also used to help maintain fidelity to the commitments described in a school’s vision and mission statements, or the obligations that accompany the acceptance of a public or private grant.

In many schools, a leadership team will oversee the development and coordination of the plan, but committees of students, parents, and community members may also participate. Schools may also hire outside organizations or school coaches to help them develop their action plan, monitor progress, and make in-process adjustments. For a related discussion, see shared leadership .

Action plans may be debated, viewed with skepticism, or criticized if they are perceived to be poorly constructed, overly ambitious or infeasible, inconsistent with the school’s stated values and commitments, or biased in favor of some students over others, among many other possible concerns. Top-down or unilateral action plans created “behind closed doors” without the involvement of teachers, students, parents, and other members of the community may be more likely to become objects of criticism, particularly if poor communication also gives rise to confusion or misunderstanding in the community. Some may also question whether an action plan will actually effect positive change in the school, particularly in situations where previously developed plans either failed or were prematurely abandoned. Like any proposed course of action, the effectiveness and benefits of an action plan rely entirely on the quality of the design and execution.

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• Create an action plan that drives resul ...

Create an action plan that drives results

An action plan outlines precisely how you’re planning to accomplish your goals. It’s the perfect way to approach goals systematically and keep your team on target. In this article, we will cover how to create an action plan in six steps and how to implement it successfully. Plus, learn more about the differences between action plans, project plans, and to-do lists.

It can feel good to make goals. After all, you’re defining what you want to accomplish. But goals won’t do much without clear action steps. ​​An action plan is a popular project management technique that lists your action steps so you know exactly how you’re going to accomplish your goals. 

We’re going to show you how to create this clear roadmap step by step and other tools you should utilize to get the most out of your action plan. Let’s dive in.

What is an action plan?

An action plan is a list of tasks or steps you need to complete to achieve your goals. An effective action plan works like a management plan for your company’s initiatives, outlining the steps you need to take to make these larger goals a success. Once you go through the goal-setting process, create an action plan with specific tasks and timeframes to reach each goal. 

Who needs an action plan?

An action plan is useful for anyone who needs a step-by-step planning process. When you create an action plan, you detail exactly what actions you'll take to accomplish your project goals. These plans can help you organize your to-dos and ensure you have the necessary information and resources to accomplish your goals.

But you can create action plans for more than just strategic planning. Use this tool to reach any specific goals in a systematic way. Try setting up:

Business action plan

Marketing action plan

Corrective action plan

Sales action plan

Project action plan

Personal development action plan

Regardless of the type of action plan you create, make sure you create it in task management software . That way, you can easily share action items and timelines with your team to track progress. Instead of manual status updates and unclear deliverables, your team has one central source of truth for everything they need to do in order to hit their goals. 

Now let’s get into how you can create an action plan that increases your team’s efficiency and accountability.

6 steps to create an action plan

Step 1: set a smart goal.

When it comes to setting goals, clarity is the single most important quality. With the SMART goal method, your goal is clearly defined and attainable. Set specific, measurable, achievable, realistic, and time-bound goals to benefit from this tactic.

For example, your goal could be to deliver your current project (measurable) in four months (time-bound) without overspending (specific). Assuming this goal is both achievable and realistic based on your available resources, it’s a great SMART goal to set for yourself.

Step 2: Identify tasks

Now that your goal is clearly defined and written down, you’ll want to identify the steps you have to take to reach it. Identify all of the tasks that you and your team need to complete to reach milestones and, eventually, the main objective.

Here are a few action plan examples with tasks for different kinds of goals:

Goal: Expand team from seven to nine team members by June.

Meet with Human Resources to discuss the recruitment campaign.

Create a template project to track candidates.

Schedule three interviews per week.

Goal: Select and onboard new work management software to the entire company by the end of Q2.

Apply for the budget.

Create a roll-out plan for Q2.

Schedule training for team members.

Goal: Host 5k charity run in May to raise $15,000 for the local food bank.

Find volunteers and determine responsibilities

Prepare marketing materials and PR plans

Secure sponsors

Step 3: Allocate resources

Once you’ve outlined all of your tasks, you can allocate resources like team members, project budget, or necessary equipment. Whether it’s assigning team members to certain tasks, applying for a budget, or gathering helpful tools—now is the time to plan and prepare.

Sometimes, you can’t allocate all of your resources before you put your action plan in motion. Perhaps you have to apply for funding first or need executive approval before you can move on with a task. In that case, make the resource an action item in your plan so you can take care of it later.

Step 4: Prioritize tasks

When your team is clear on their priorities, they know what work to do first and what work they can reschedule if necessary. No action plan is set in stone, so the best way to empower your team is to let them know what tasks have a high priority and which ones are a bit more flexible.

To make this clear, sort all of your action items by priority and sequence:

Priority: Important and less important tasks.

Sequence: Order in which tasks have to be completed so others can start.

When you’re organizing and prioritizing your action items , you’ll notice that some action items are dependent on others. In other words, one task can’t begin until the previous task is completed. Highlight these dependencies and factor the sequence into your prioritization. This reduces bottlenecks , removing obstacles that would make a less important action item delay a high-priority item.  

Step 5: Set deadlines and milestones

When your team knows what they're working towards, they have the context to effectively prioritize work and the motivation to get great work done. Team members tend to be more motivated when they directly understand how their work is contributing to larger goals.

To engage your teammates from the get go, assign deadlines to all action items and define milestones . Milestones mark specific points along your project timeline that identify when activities have been completed or when a new phase starts

Create a timeline or Gantt chart to get a better overview of your prioritized tasks, milestones, and deadlines. Your timeline also serves as a visual way to track the start and end dates of every task in your action plan. You can use it as a baseline to make sure your team stays on track.

Step 6: Monitor and revise your action plan

Your ability to stay on top of and adapt to changes is what makes you a great project manager. It’s crucial that you monitor your team’s progress and revise the plan when necessary.

Luckily, your action plan isn’t set in stone. The best way to track potentially changing priorities or deadlines is to use a dynamic tool like a work management software . That way, you can update to-dos and dependencies in real time, keep your team on the same page, and your action plan moving.

Action plan vs. plan B vs. project plan vs. to-do list

So how exactly does an action plan differ from all these other plans and lists? To clear this up once and for all, we’re going to explain what these plans are and when to use which plan to maximize your team’s efforts.

Action plan vs. plan B

You may have heard the terms action plan and plan B used interchangeably. But in fact, an action plan and plan B are two completely different types of plans. Here’s how to tell them apart:

Your action plan outlines actions in much detail so you and your team know exactly what steps to take to reach your goal.

A plan B is a secondary action plan, an alternative strategy, that your team can apply if your original plan fails. Whether that’s because of an internal issue or an external factor—having a plan B is a great way to be prepared for the worst case scenario.

Action plan vs. project plan

A project plan is a bit more complicated than an action plan. Project plans are blueprints of the key elements your team needs to accomplish to successfully achieve your project goals. A project plan includes seven elements:

Goals and project objectives

Success metrics

Stakeholders and roles

Scope and budget

Milestones and deliverables

Timeline and schedule

Communication plan

Once you’ve created a project plan, use an action plan to outline and document how your team will execute your tasks and hit your goals. This will ensure that everyone on your team knows what their responsibilities are and what to get done by when.

Action plan vs. to-do list

A to-do list is typically used to write down single tasks that don’t necessarily lead to one common goal. To-do lists can change daily and are much less organized than action plans. An action plan will follow specific steps and include tasks that all lead to the completion of a common goal.

How to implement your action plan successfully

You know how to create an action plan, but in order to implement it successfully, you need to use the right tools and use them correctly. Here are our top five tips to ensure your action plan is effective:

Use task management software

Streamline your action plan by keeping all of your tasks and timelines in one central source of truth. Task management software, like Asana , is perfect for your action plan because it allows you to keep track of pending tasks, declare task ownership, assign dependencies, and connect with your team in real time or asynchronously .

Use or create templates

Create or use a template that lists all the action items with notes, status, priority, and ownership. When you create a template that fits your project type, you can reuse it time and time again.

Set up real-time alerts and assign dependencies

Make sure all action items are time-bound and that you assign dependencies. That way, your team can react when an item is ready for them and easily track what other items depend on theirs. 

Check action items off as you complete them

When action items are completed, check them off! Make sure it’s visible to everyone and happens in real time so the person responsible for the next action item can start their work as soon as possible.

Discuss late or pending tasks

If you run into issues or delays, talk to your team to uncover potential bottlenecks and find solutions that keep the action plan on track. You can add notes directly into your action plan or set up calls to discuss more complex issues.

Ready, set, action plan

Like Benjamin Franklin once said: “If you fail to plan, you are planning to fail.” Creating an action plan helps you stay focused, on track, and brings your goals to life.

Plan to succeed with a structured action plan and helpful tools like Asana’s task management software. Connect and align with your team in a central source of truth while staying flexible enough to revise your action plan when necessary.

Related resources

What is management by objectives (MBO)?

7 steps to complete a social media audit (with template)

How to accomplish big things with long-term goals

What are objectives and key results (OKRs)?

MIDDLE SCHOOL MATTERS

High-quality support and resources for the middle grades

Strategic Action Plan Template

Step 2 of the middle school matters strategic planning process is goal setting and action planning., the middle school matters strategic action plan template allows educators to develop measurable goals and specific action steps and deadlines for improving or enhancing research-based instruction. it is intended to be completed after using the middle school matters self-assessment tool , which helps educators identify any practices currently lacking in typical instruction., how to use the template:, after conducting the self-assessment, select a few key principles to focus on during the upcoming school year. use one template per instructional practice., first, develop a measurable implementation goal, identify the desired student impact, and insert baseline data., next, create your action plan by inserting information for each phase of implementation: planning, implementation, monitoring and reflection, and refinement., return to your plan often during leadership team meetings. make adjustments along the way., download templates, blank action plan template, completed example action plan template, need help contact us at [email protected].

Subject action plan: template and guidance

Once you’ve evaluated the strengths and weaknesses of your subject or department, you’ll want to turn that information into a coherent improvement plan. download our template and follow our guidance to get the most out of your plan., download our template.

• Use your subject audit and school improvement plan
• Decide on your priorities
• Set SMART targets for each priority
• Follow these tips for writing your action plan

This article is for you if you're creating a general subject action plan. Before you start, you should identify the strengths and weaknesses of your subject – find out how to do this in our other article, which includes a SEF checklist .

For advice and guidance on developing or updating a subject action plan in response to an Ofsted inspection, see our article on  post-inspection action plans .

It has space for you to record:

• The context of your department, including its strengths and weaknesses – if you're a subject leader, work with your head of department here
• Your long-term plan over 2 to 3 years
• Your priorities for the year
• Each priority in detail, including targets, actions to take, resources, success criteria, how it will be monitored, and a RAG rating

Use the following sample action plan to give you an idea of how you might fill

The Key has taken great care in publishing this article. However, some of the article's content and information may come from or link to third party sources whose quality, relevance, accuracy, completeness, currency and reliability we do not guarantee. Accordingly, we will not be held liable for any use of or reliance placed on this article's content or the links or downloads it provides. This article may contain information sourced from public sector bodies and licensed under the Open Government Licence v3.0.

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• Subject leadership: how to develop and embed a vision
• How to evaluate the effectiveness of your department
• Tips for writing your school self-evaluation form (SEF)
• Self-evaluation form (SEF): checklists and template

Also in " Planning and supporting school improvement "

• Action plan for the Early Years Foundation Stage (EYFS)
• Action plans for writing (primary)
• Collaborating with other trusts and schools
• Creating a school improvement framework for your MAT
• Getting the most out of your Ofsted feedback
• How to deliver school improvement across your trust

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How to create an action plan (with free templates and examples)

An action plan template provides a ready-made framework for quickly adding the steps — like tasks, due dates, and assignees — to achieve your project goals. It’s a great way to ensure your project action plans are effective and consistent so everyone understands what’s expected.

In this guide, you’ll learn how to write an action plan step-by-step, with examples for inspiration. Plus, you can download two free action plan templates — including one from our Work OS — to get started immediately.

Download Excel template

What is an action plan?

An action plan is a detailed blueprint that outlines the steps you, your team, or your organization will take to achieve a specific goal. It includes specific tasks or actions with due dates and assignees, a timeline, and the resources required to accomplish your goal.

Action plans include detailed information, such as:

• A description of each action or task to complete
• The person responsible for each action
• Due dates for each task
• Resources required to complete the action
• Space to reflect or take notes after you have completed a task

What is an action plan template?

An action plan template is a pre-structured document that gives you a framework for crafting your new action plan. A practical action plan template has designated spaces for each aspect you need to cover, often presented in a table format like this.

Free action plan templates

Here are two free action plan templates you can download and use today:

Try monday.com’s Action Plan Template:

This action plan template breaks down goals into actionable steps that you can prioritize, assign ownership, and track progress. You can also add start and end dates for each action, plus relevant details and files.

Get the template

Download the free action plan template for Excel:

Why is an action plan template important?

Leaders and managers use action plan templates to speed up the strategic planning process . Rather than spending unnecessary time designing the document used for planning purposes, project managers can simply pull up their template, save a new copy — keeping the existing template intact — and get straight to work scheduling and assigning tasks.

Action plan templates ensure consistency

Additionally, templates help to ensure consistency across plans and teams. When your organization uses the same action plan template for the whole company, it’s easier for team members to interpret and understand the plan — because they’re familiar with the format — and it contributes toward an organized, professional appearance.

Action plan templates help you plan more effectively

Action plan templates help project organizers plan more effectively by offering predefined categories and columns, reducing the chance of human error or omitting information from an action plan. In addition, you can apply any learnings from the project management process to your template. That way, you’ll consistently improve subsequent action plans.

While completing a project, you might find that some of the tasks in your task lists didn’t have clear outcomes. In addition, it wasn’t immediately obvious how to identify when the task was complete. So, you could borrow from the SMART goals framework — Specific, Measurable, Attainable, Relevant, Time-bound goals — and include a new column in your action plan template to note how you’ll measure if the task is complete.

And when using an action plan template built on a Work OS like monday.com, you can add your action plan to relevant project boards, create cross-team automations , and more — making it easier to collaborate with a distributed team in real time.

What are the essential features of an effective action plan template?

Action plan templates should contain the following features:

• Multiple views — such as tables, timelines, Kanban boards, and Gantt charts to visualize tasks.
• Task notifications — to detail and assign tasks to team members.
• Structured layouts — to plan tasks based on priority, status, and resource allocation.
• Collaboration ability — to maintain notes, comments, and files in one place.
• Automations — to update task status and notify owners.
• Status columns — to show the current status, such as Stuck, Working on it, and Done.
• Dashboards — to track overall progress, timelines, and budgets.

What is the difference between an action plan and a project plan?

A project plan is more detailed than an action plan. Both list the tasks, timelines, and resources required to achieve a desired goal. But project plans also include:

• Project goals and objectives
• Project milestones and deliverables
• Project scope and budget
• Project roles and responsibilities
• Project stakeholders and communication schedule
• Project risk mitigation and contingency plans
• Project success criteria

You can create an action plan from your project plan to outline the steps required to achieve your project goals.

What are the key elements of a well-written action plan?

A well-written action plan consists of seven components:

• Goals: define what the action plan aims to accomplish.
• Steps: detail the actions required to achieve each goal.
• Items: determine the task dependencies and priorities.
• Timeline: maps out the schedule and milestones from start to finish.
• Resources: identify the people, tools, and budget required.
• Responsibilities: assign tasks to an individual or a team.
• Review: monitor the overall progress of action items completed.

What are some examples of action plan templates?

Now that we know what they do, let’s look at a few action plan templates.

Business action plan template

This template outlines how to write an action plan to track progress toward a specific business goal.

( Image Source )

This action plan begins by detailing the primary goal, with the first column dedicated to a breakdown of each action required. For example, if your business goal was to design and launch a new website, your activities might include:

• Gathering design assets
• Choosing a color scheme
• Copywriting for new website pages
• Assembling design and development teams
• Creating design wireframes
• Design and development
• Launch and promotion

Note that the second to last column in this action plan template is reserved for noting potential hazards. This helps identify roadblocks that might get in the way of achieving your goals to plan around them.

Personal development action plan template

Though action plans are most often used in a business context, they can be a handy tool to help you stay motivated and work toward your personal goals.

This template allows you to break down your actions into a step-by-step sequence and includes a “How will I know I’ve been successful?” column to ensure that the actions you write down have a clear outcome.

Corrective action plan template

Creating an action plan can also be a great way to solve a specific business problem or even an issue with a particular employee’s performance. This is known as a corrective action plan, as shown in the example template below.

A corrective action plan template includes important columns, such as “metrics and constraints” — to help users complete tasks and plan for potential roadblocks — and “percent completed” — to help measure the progress toward the goal.

monday.com’s Action Plan Template

As you’ve seen in the examples above, the typical action plan format is a PDF or Microsoft Word document. While this is fine for goal setting and creating the plan itself, it’s not so great for putting it into action.

That’s why we’ve purpose-built a flexible, customizable, intuitive action plan template to use with monday.com.

When you design your action plan on monday.com, you can:

• Access multiple views (such as a table, Kanban, and timeline) to work in a manner that suits your needs.

• Assign tasks to individuals and notify them instantly.
• Comment and collaborate on tasks to keep communication contextual.
• Design custom automations to save valuable time and ensure nothing slips through the cracks.
• Report on progress with the Progress Tracking Column.

Once there is buy-in from the team on the plan, it is easy to copy actions, dates, and assignees over to the task management board.

Because monday.com is a comprehensive Work OS, any action plans you create with this template also integrate with relevant project boards. In addition, comprehensive analytics make tracking easy.

How to write an action plan step-by-step

Never created an action plan before? Then, follow this simple guide and get started with the free template above.

1. Determine your goals

First, you need to understand what you’re trying to achieve. Then, make this goal as specific as possible.

For example, “increase sales” is not a clear enough goal. “Increase sales by 20% in quarter three” is more specific and allows you to set a metric for achieving it.

2. Break down the steps required to achieve each goal

What actions are necessary to get there?

In this example, that might include:

• Hire three new sales development representatives
• Increase content marketing budget by $20,000
• Implement a new sales training program for new hires

3. Determine task dependencies and priorities

Remember: you can’t do everything at once! So now that you’ve broken down that big goal into bite-sized chunks, you need to figure out the perfect order for completing the tasks. In the above instance, you need to hire new sales representatives before starting a sales training program.

4. Set milestones

Now, set some milestones for significant events or checkpoints along the project. Some typical milestones are:

• Completion of a substantial task or phase of the project
• A significant event, such as a product launch
• Important meetings, like customer review meetings

5. Add deadlines

When do you need to complete each task? Setting deadlines for each task helps your team stay on track and allows you to identify if your timeline for the larger goal is realistic.

6. Identify the resources you need

What’s getting in the way of completing these tasks? What do you require — perhaps from leadership or another team — to meet or exceed your goals? In our sales team example, we might need some assistance from the HR department to advertise an open role and attract new applicants.

7. Assign tasks to individuals

Who is responsible for each action? Assign a clear task owner to each task. Ownership doesn’t just make someone feel accountable; it empowers them to take the initiative and solve problems without dragging in management at every twist and turn.

8. Agree on a plan to review progress

Before you jump in and start your project, determine how you will measure progress toward your goals. For example:

• Will you review your action plan every day or every week?
• Will the task assignees or the project leader be responsible for updating the plan to reflect progress?

Determining these answers upfront means the action plan remains a living document reflecting actual progress.

Customize our Action Plan Template to your needs today

Prepare and present your action plans with our flexible, customizable Action Plan Template. Team members will love the multiple views, automations, and collaboration features to keep them on point. And you’ll benefit from the Progress Tracking column in your weekly reports to stakeholders.

FAQs about action plans

What’s the difference between an action plan and a to-do list.

An action plan and a to-do list are helpful tools for organizing tasks and achieving goals. A to-do list is a list of tasks to complete, but not necessarily for the same goal or project. Typically, to-do lists are less organized than action plans and can change daily. In contrast, an action plan follows specific steps and includes tasks that all lead to completing a common goal.

What's the difference between an action plan and a strategic plan?

An action plan and a strategic plan are essential for an organization’s long-term and short-term planning. A strategic plan outlines an organization’s vision for the future and helps prioritize goals, make resourcing decisions, and unite employees. On the other hand, an action plan makes the strategic plan operational by providing detailed instructions on how to accomplish those goals.

What’s the difference between an action plan and an implementation plan?

An implementation plan and an action plan are essential documents that help teams execute a project successfully. An action plan focuses on the specific tasks needed to achieve a goal. In contrast, an implementation plan is a more holistic document outlining the steps, teams, and resources required to execute a project successfully.

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Home » Business » 30 Best Student Action Plan Examples

30 Best Student Action Plan Examples

An action plan is basically a plan containing step-by-step actions for achieving a certain goal. These plans provide you with a visual overview of what you’re going to do. They are extremely useful for students.

Below we provide 30 excellent sample student action plan examples that you can use as templates for achieving various goals. Let’s dig right in!

1. Studying Student Action Plan

2. transfer student action plan, 3. study abroad student action plan, 4. summer job student action plan,   5. class project student action plan, 6. grade increase student action plan  , 7.  social life improvement student action plan, 8. spiritual life student action plan, 9. mental health student action plan, 10. physical fitness and diet student action plan, 11. sports achievement student action plan, 12. extracurricular activities student action plan, 13. earning money student action plan, 14. family connection student action plan, 15. social change advocate student action plan, 16. leadership student action plan  , 17. college students entrance exam student action plan, 18. ged exam student action plan  ,  19.  technical or trade school student action plan, 20. college acceptance student action plan, 21. college financial aid & tuition student action plan, 22. college move preparation student action plan, 23. career college student action plan, 24. career high school action plan (instead of vocational / technical school or  college), 25.  gap year student action plan, 26. financial management student action plan  , 27.  learn a new language student action plan, 28. reading more student action plan  , 29.  time management student action plan, 30. rest and relaxation student action plan.

These examples give you a template for developing your own action plans. You can then create a plan for your own goals. Doing this should make it easier to achieve your goals as well as give you a better idea of what has to be done.

Related Posts:

• 21 Best SMART Goals Examples for Teachers and Educators
• 25 Best SMART Goals Examples for Students
• 25 Time Management Tips for Students (Skills and Strategies)
• 50 Best Personal Mission Statement Examples

What Is An Action Plan?

About two years ago, there was an uproar when Amazon’s AI-powered voice assistant Alexa chortled out of the blue without…

About two years ago, there was an uproar when Amazon’s AI-powered voice assistant Alexa chortled out of the blue without command. The creepy laugh became a hot topic on social media and eventually, Amazon released a statement, explaining that Alexa misheard some words as “Alexa, laugh”.

While Amazon managed the incident, there’s always a chance that new technology or a new product has to be recalled because of an unforeseen error.

Organizations undergo several rounds of planning to create sound strategies to overcome these challenges and deal with setbacks. They create an action plan or an actionable work plan as a blueprint that guides every member of the organization to a successful solution. An actionable work plan is useful to outline the roles, objectives and expectations for everyone in the organization.

Harappa Education’s Executing Solutions course will teach you how to overcome roadblocks and avert crises through focused and collaborative efforts. Learn how to create an effective action plan that saves time and cost without compromising on quality. Let’s look at the meaning of an action plan with an action plan for goals and examples.

What Is ‘Action Plan’?

The meaning of an action plan is having a plan to follow to solve a particular problem. It sets out the course that you should take within a predetermined time frame. It’s a management strategy to achieve improved results by taking time, cost and quality into account. An action plan or a work plan is used across sectors because it comprises four underlining steps that can be tailored to different objectives. Your organization can make an action plan for a product launch, training schedules for new employees, business development or creating a budget.

Every action plan must include these four steps for effective execution:

Prioritize tasks on the basis of urgency and importance

Define deliverables for every member of the team

Create a schedule and categorize tasks that need to be completed

Present the plan to the team to get everyone on the same page

Each step lays down the roles and responsibilities of every member of the team or the organization. The important thing to note is that everyone should be clear about what’s expected of them to avoid overlap and delay.

Action Plan For Goals

An action plan for goals is successful only if it’s executed on time. If you fail to deliver the results in the stipulated time frame, then you might have to rework your strategy. For instance, if you have to roll out a product at the end of the month, then your work plan must include due dates for sales strategies, design and product marketing, among others, to realize your objective. A delay in production can cause a delay in packaging.

The entire process works like dominos or a house of cards, as several tasks are interdependent. This is why you have to be clear about your goals before you even start implementing the plan. An action plan can be useful for business development because you’re able to visualize your goals for the next month or two and track your progress simultaneously.

Action Plan Example

Let’s take the example of a publishing house to understand the steps in an action plan:

Suppose a recently published novel has come under fire for a particularly offensive comment. The tasks that need to be taken care of include recalling every copy of the book, compensating customers and retailers, and making a formal apology through the media. In this scenario, your action plan must prioritize acknowledging your mistake in public, followed by recalling the copies. Your job is to reassure your readers that you’ll take complete responsibility for the error and do what’s needed to set things on the right path.

An action plan for goals helps organizations stay afloat during turbulent times. You can overcome any challenge if you have the right mentality to handle errors by taking corrective measures. Harappa Education’s Executing Solutions course will introduce useful frameworks such as the BLAST Approach that teaches you how not to play the blame game, listen to people, act accordingly and step-up to the task. Learn how to solve problems effectively and lead your team to success with the right toolkit to create an actionable work plan.

Explore topics such as FMEA , How to make a Project Work Plan  & the  Project Management Triple Constraint from our Harappa Diaries blog section and develop your skills.

How to create an effective teaching plan in 4 steps

What is a teaching plan?

Just as a writer creates a plan for what they are creating, a teacher must create a plan for teaching. A teaching plan is an outline of a lesson. It includes the steps for the lesson, the instructional methods to be used, student differentiation needs, scaffolding techniques, questions to be asked, and assessments. 

Different lessons may require different types of plans. Some lessons may require more extensive questioning, while others may require the teacher to provide greater levels of differentiation. Lesson planning can be modified to fit the needs of the students and the teacher. 

Gradual release of responsibility

Teaching plans can take many forms. School districts often have specific requirements for what must be included. Regardless of a school’s requirements, one research-based way to develop a teaching lesson follows the “I do, we do, you do” or gradual release of responsibility model. 

I do, we do, you do or the gradual release model can be used across subjects, grade levels, and student abilities. It can be stretched across several lessons and may not necessarily all be accomplished in one. 

This model is what it sounds like – a gradual release of responsibility for learning from the teacher to the students. The mental load shifts during this process from the teacher to the students. 

The I Do part of the lesson plan is where the teacher does the teaching. This is where explicit instruction occurs. The teacher “demonstrates the new skill, which they have broken down into small and understandable steps ” ( Structural Learning ). 

This part of a lesson plan is where the teacher will include the content – be it a math lesson, a history lesson, a music lesson, or any other subject matter. Modeling and explaining belong in this section. The teacher shares the content knowledge. 

Collaboration is the key to the We Do stage. Students collaborate with other students to apply the learning from the I Do stage. 

This is where students may discuss the content in groups. If a lesson were over using adjectives in sentences, for example. Students might use this time to create sentences with appropriate adjectives together on chart paper. 

The We Do stage provides time for the students to collaborate, but also for the teacher to assess comprehension from the I Do lesson. The teacher should take time to observe, collaborate with, and provide feedback to students. 

After the We Do phase, students move to the You Do phase. This is where students show what they have learned. This is independent practice. The I Do can take many forms. It is not always a formal assessment. Perhaps it is a written response, a quiz, a project, demonstration of a skill, or an oral response. 

The gradual release model fits into any teaching plan. Teachers can adjust it to meet their needs and the needs of their students. 

In my own classroom, gradual release is typically how my lessons are structured. Most of my teaching career has been working with English language learners. Gradual release has proven to be a great way to stretch students skills, while also providing appropriate scaffolds. 

When creating my own lesson plans, I include the “I do, We do, You do” outline and what each section will look like in practice. In Texas, we teach students to write a short constructed response that uses evidence from the text. 

When teaching students to write a short constructed response, I would do an example for the students first. During the creation of this example I would use a text we have read, present the writing prompt, and demonstrate how I would write my response for students. Then we would create one together using the same text, but a different prompt. Finally, students would write their own response, using the same text but a different prompt. 

Benefits of a teaching plan

There are several benefits to creating a teaching plan. These include the ability to purposefully include differentiation strategies and scaffolding techniques, an increase in teacher confidence, and allow for a teacher to reflect on their practice.

1. Differentiation

One benefit of a teaching plan is the teacher’s ability to include differentiation and scaffolding. 

Learner diversity is present in every classroom. “Differentiation serves to address this variation by matching the content, instruction, and assessment to students’ needs and interests” (Reis, S. and Renzulli, J. The Five Dimensions of Differentiation ). 

Differentiation takes into account the needs of the students. A teacher is able to differentiate for various ways of learning, ability levels, and student interests. Regardless of what students need, the teacher can adjust instruction, assignments, and assessments to address those needs. 

A teaching plan can include these differentiation steps. If a group activity is being planned, the students can be placed into appropriate groups. Questions can be leveled for different students’ ability levels. Assessments can be accommodated or modified according to individual student education plans. 

This ClickView video discusses how differentiation can be addressed in the classroom. 

2. Scaffolding

A second benefit of creating a plan for teaching is it allows the teacher to deliberately include scaffolding techniques. Scaffolding is “an instructional practice where a teacher gradually removes guidance and support as students learn and become more competent” ( University at Buffalo ). 

Including scaffolding techniques within a lesson plan ensures that the teacher does not overlook student needs within their classroom. For example, if a teacher has English learners in their classroom they may choose to include several visuals to help with vocabulary. 

I recently shared another blog that addresses specific scaffolding techniques for the classroom .

3. Decision-making

Trying something new in our classrooms is also not easy. Creating a teaching plan can increase teacher confidence. A plan can help a teacher maintain focus and reduce the number of unplanned decisions they must make in a day. 

“Teachers make about 1,500 decisions per day, which can lead to decision fatigue , a situation in which the brain is so exhausted and overloaded with decisions that it either looks for shortcuts or stops working altogether” ( Goldberg and Houser , 2017).

Honestly, as a classroom teacher, I feel that it might be even more than 1500!

To reduce the number of unplanned decisions a teacher needs to make, a teaching plan is very effective. Thinking about what questions to ask, examples to give, what students to group together, what supplies are needed, etc. before the lesson reduces overall mental stress. 

4. Reflection

Another benefit of a teaching plan is it gives the teacher an opportunity to reflect on their teaching and make any changes. Reflection and refinement are how teachers hone their teaching skills. They help us perfect the art of teaching. 

Reflection can “also help teachers to stay motivated and engaged in their work, as they can see the progress they are making and the impact they are having on their students” (Dene Poth, R., 2023) . 

In my own teaching practice, I have used reflection to become a better teacher. One example that comes to mind came when I was teaching 5th grade. That year was a particularly challenging year, with particularly challenging students. At the end of each week I would spend about 10 minutes reviewing what had gone well and what needed to be adjusted. I would create a two column chart like the one below. Using this reflection tool on a weekly basis helped me to see how my teaching was evolving, but also how my students were improving. 

Becoming better at our practice takes concerted effort. It requires thought and dedication to craft. It may seem like there is not enough time in the day for reflection. As a classroom teacher I completely understand this feeling. 

Choosing to reflect on specific lessons or only parts of a lesson, can limit this overwhelming feeling. Setting goals and then reflecting on lessons that specifically apply to those goals limits the time required for reflection. 

This reproducible from Solution Tree can be useful in the reflection process. It includes space to record the results of the technique used and also modifications for future use. 

4 Steps to creating a teaching plan

So, what steps should teachers take when creating a teaching plan? Below I have outlined four steps that can increase the effectiveness of a lesson plan and decrease the in-the-moment decision making for a teacher. 

Step #1: Learning objectives

Setting the learning objective is the first step in creating a teaching plan. Learning objectives are used by the teacher and the students. They help to focus the learning and set expectations. 

“Learning objectives (LOs) are used to communicate the purpose of instruction. Done well, they convey the expectations that the instructor . . . has in terms of what students should know and be able to do after completing a course of study” (Orr, Csikari, Freeman, Rodriguez, 2022). 

When setting the learning objective for any subject, the teacher must take into account the standards set for the students. What standards are being used. In Texas, for example, we have the Texas Essential Knowledge and Skills (TEKS) as the standards for courses. These are the standards that students must master to be considered proficient in a subject. 

Other states in the United States have their own standards and many use the Common Core State Standards . Whatever standards you use, they are the place to start when creating a learning objective. 

While it would be possible to just write the standard on the board and call it good, “state standards are written in dry, technical terms for use by educators. They are not written for students” (Cain, Laird, Cotten, and Ellspermann 2021). It is the job of the educator to know the standards, to break down that standard, and then to write an objective that can be used in the classroom to guide instruction. 

How does a teacher write a student friendly learning objective? The place to start is with the verb found in the standard. As an example, I will use a standard from the Texas Essential Knowledge and Skills for 4th grade English Language Arts and Reading. 

From the Texas Essential Knowledge and Skills Fourth Grade Reading Language Arts: 

(12) Composition: listening, speaking, reading, writing, and thinking using multiple texts–genres. The student uses genre characteristics and craft to compose multiple texts that are meaningful. The student is expected to:      (A) compose literary texts such as personal narratives and poetry using genre characteristics and craft; (TEKS, 2019)

This is a very wordy standard, however, part (A) is what we will focus on for our student learning objective. The verb in this standard is compose . Students are required to compose texts. When creating a student friendly learning objective, it is important to use the verb and vocabulary found in the standard. This is because students are assessed at the level of the standard, so they need to understand that vocabulary. 

Examples of student learning objectives from this standard:

• The student will compose a multi-paragraph narrative text. 
• The student will use figurative language to compose a poem. 
• The student will compose a personal narrative about a time they learned a lesson. 
• The student will compose a poem using rhyme and alliteration. 

Learning objectives help both the teacher and the students to focus the learning. Using this learning objective to set the purpose for learning allows students and teachers to know the expectations. 

Step #2: Differentiation and scaffolding

Including differentiation and scaffolding in the teaching plan is vital for student success. Teachers need to know where students are and what they need.

Including both within a teaching plan ensures that a teacher is addressing student needs throughout the lesson. Addressing diverse student needs can sometimes feel like an overwhelming task. Including scaffolding and differentiation within the lesson plan can help to minimize this feeling. 

This is where the teacher should include what visuals they are going to use to help explain vocabulary. Examples for students would also be included. If you are doing a math lesson over equivalent fractions, for example, you would want to include the problems you are going to model for students. 

A teacher can also scaffold by including questions at different levels. This links to step #3. Including questions at various levels allows for students at various levels to participate in class discussion. 

If students need sentence starters or sentence frames to answer questions, the teacher can include these in the plan as well. 

Differentiation has become an overused term in education. However, adaptive teaching practices can be a way of looking at differentiation in a new way. The focus of adaptive teaching practices is:

adapting lessons, whilst maintaining high expectations for all, so that all pupils have the opportunity to meet expectations Eaton, 2022

Adaptive teaching requires a slight mind shift. Scaffolding, differentiation, and adaptive teaching work together to create a learning environment where all students can succeed no matter what their needs might be. 

It is not just making a different worksheet for students because they need the support, but putting in the work so that all students can meet the required expectations. Formative assessment plays a part in this process and will be discussed further in Step #4. 

Step #3: Questioning

Questioning is how we, as educators, push students to deeper thinking. 

Questions are a way of engaging with students to keep their attention and to reinforce their participation.

Questions can review, restate, emphasize, and/or summarize what is important. Questions stimulate discussion and creative and critical thinking, as well as determine how students are thinking. Cornell University

Including the questions to be posed to students in the teaching plan is important. This is a way for a teacher to differentiate for various student needs because they can ask different levels of questions. It is also a way to spark thinking for conversation. 

Including the questions also allows the teacher to lessen their mental load during the lesson delivery. Instead of trying to form questions off the top of their head, the teacher can focus on student responses. 

Questioning can help to break the “I do” portion of the lesson into smaller chunks. Smaller chunks of learning make it easier for students to digest information. Questioning gives students processing time with a digestible amount of newly gained knowledge. 

Writing these questions does not need to be a time consuming task for a teacher. There are multiple resources with question stems that can be adapted to your subject and lesson. 

Questions that are based on Bloom’s are an easy place to start. 

Below are a few of these resources:

• https://learningcenters.rutgers.edu/sites/default/files/2023-05/Blooms-Question-Suggestions.pdf
• https://teaching.pitt.edu/resources/designing-discussion-questions-using-blooms-taxonomy-examples/
• https://education.illinoisstate.edu/downloads/casei/5-02-Revised%20Blooms.pdf  

Regardless of what resource you use, the questions should reflect the level of thinking that you want students to exhibit. 

Providing students with adequate time to talk and express themselves is a best practice in education. Students need time to engage with each other and with academic vocabulary. Giving students time to discuss and engage with the academic topic increases comprehension and retention. 

“Planning for and implementing a short student talk sessions is one of the best ways to quickly reset attention” as well (Cain, Laird, Cotten, and Ellspermann 2021). The attention span of students, especially in recent times, has grown shorter. Short discussions allow students to refocus their learning. The overall mental load is reduced because they are able to refocus and address smaller chunks of information. 

Questioning can also be a form of formative assessment. As students are engaging in talk, the teacher can circulate and gain an informal understanding of levels of comprehension. Questioning for assessment purposes leads us to the final step. 

Step #4: Assessment

Planning for assessment should be a part of any teaching plan. Assessment can be formal or informal. Assessments can also be for learning (formative) or assessments of learning (summative). 

How students are going to be assessed should be a part of every plan. Assessments may be quick – just a question or poll from the class. Or they may be more formal, as in a quiz at the end of a unit or an exit ticket as students leave. 

Included in the teaching plan should be how the assessment data is going to be used. This is for the teacher’s knowledge. 

Formative assessments are assessments in which “evidence about student achievement is elicited, interpreted, and used by teachers, learners, and their peers to make decisions about the next steps in instruction” (Solution Tree, 2018). 

Formative assessment can even be used to adjust instruction in the moment. The teacher might present a question for students to discuss in pairs. As students are discussing, the teacher is listening in on these discussions. If the teacher realizes that students are not responding appropriately, they can clarify misconceptions or confusion right away. 

Assessments of learning, or summative assessments, help the teacher to evaluate student learning. These are most effective when they include some sort of written response, if appropriate for the students. 

According to the Metropolitan State University of Denver , “Writing can help improve memory by creating deeper connections with subject material at the neurological level”. Writing about materials that have been learned aids students in retention. Students are able to think and respond more critically.  

My favorite formative assessments are written response assessments. As a reading and language arts teacher, I think opportunities to write are always a great idea. 

If we have been learning about descriptive sentences, for example, then I would have students write a descriptive sentence maybe as an exit ticket. Then I can take that and use it as a formative assessment. 

This exit ticket will tell me if students have understood the lesson, but also what students may need extra support or are ready for a more challenging lesson. 

I have also experienced creating formative assessments with my teaching team. These assessments were based on the curriculum. We often used the data from these assessments in our professional learning community (PLC). As a group we would analyze these assessments and make plans for how to address learning gaps and for future lesson development. 

Earlier in this article we briefly looked at adaptive learning practices. Adaptive learning “places a great emphasis on formative assessment” (Eaton, 2022). Adapting a lesson so that all students benefit and show mastery requires that we know where students are currently and what learning gaps may need to be addressed. 

Together adaptive learning and formative assessments can transform our teaching and the way we plan. 

Tips for better lesson planning

Creating a plan for teaching allows the teacher to focus the learning, plan for students’ needs, and prepare all aspects of the lesson. Lessons that have a dedicated plan can produce deeper and richer learning experiences for students. 

• Make time for reflection. It is hard, but allowing this time is imperative. If it is easier, include it in your daily schedule. 
• Many districts give a lesson planning template – but do not be afraid to make it your own. Include what you know students need. 
• Recognize that the gradual release model may span several lessons, or may be repeated as needed. 
• Do not be afraid to change your approach. Just because something has worked before, does not mean it will work the same again. Variety can enliven lessons.
• Recognize that practice improves performance. The more lesson plans that a teacher creates, the more they learn about what their students need and what enhances their teaching. 

Use these videos on ClickView to support your lesson planning:

• How to Plan and Facilitate Brainstorming Online
• How to Plan and Facilitate Discussions in Online Classes
• How to Plan and Facilitate Online Problem Based Learning Tasks
• How to Use Universal Design for Learning to Design Lessons
• Building Relevance
• Cain, S., Laird, M., Cotten, S., and Ellspermann, J. (2021). The Fundamental 5 Revisited Exceptional Instruction in Every Setting. Monee, IL: Lead Your School. 
• ‘Common Core State Standards for English Language Arts & Literacy in History/Social Studies, Science and Technical Subjects’ Common Core State Standards Available at https://learning.ccsso.org/wp-content/uploads/2022/11/ADA-Compliant-ELA-Standards.pdf (Accessed April 28, 2024)
• Dene Poth, R. (2023) ‘6 Tips for Making Reflection a Consistent Habit’, Edutopia – Mindfulness, February 1, 2023. Available at https://www.edutopia.org/article/consistent-teacher-reflection-tips/ (Accessed April 27, 2024) 
• Eaton, Jon. (2022) “Guest Blog: Jon Eaton, Director of Kingsbridge Research School and Research Lead at Kingsbridge Community College, reflects on what adaptive teaching has meant for their Trust, Education Southwest.” Available at https://educationendowmentfoundation.org.uk/news/moving-from-differentiation-to-adaptive-teaching (Accessed May 8, 2024). 
• Free Resources Solution Tree. (2024) Available at https://www.solutiontree.com/free-resources (Accessed April 26, 2024)
• Goldberg, G. and Houser, R. (2017) ‘Battling Decision Fatigue”, Edutopia – Teacher Wellness , July 19, 2017. Available at https://www.edutopia.org/blog/battling-decision-fatigue-gravity-goldberg-renee-houser (Accessed April 28, 2024)
• Orr, R., Csikari, M., Freman, S., and Rodriguez, M. (2022) ‘Writing and Using Learning Objectives’ CBE Life Sciences Education 21(3) doi: 10.1187/cbe.22-04-0073
• Reis, S. and Rezulli, J. (2018) “The Five Dimensions of Differentiation” International Journal for Talent Development and Creativity, 6(1) and 6(2) https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9582829/ (Accessed April 28, 2024)
• Solution Tree Press (2018). The handbook of Embedded formative assessment. Bloomington, IN: Solution Tree Press. 
• Texas Essential Knowledge and Skills’ Texas Education Agency. (2019). Available at: https://tea.texas.gov/academics/curriculum-standards/teks-review/texas-essential-knowledge-and-skills (Accessed April 28, 2024)
• University at Buffalo, No date. Scaffolding Through Design . https://www.buffalo.edu/catt/teach/develop/build/scaffolding.html (Accessed April 27, 2024) 
• ‘Using Effective Questions’ Cornell University (2024) Available at https://teaching.cornell.edu/using-effective-questions (Accessed April 28, 2024). 
• What is ‘I do, We do, You do’? Structural Design. (2023) Available at: https://www.structural-learning.com/post/i-do-we-do-you-do (Accessed April 27, 2024) 
• ‘Writing as a Thinking Tool’ Metropolitan State University of Denver (No Date) Available at https://www.msudenver.edu/writing-center/faculty-resources/writing-as-a-thinking-tool/ (Accessed April 27, 2024)

Mattie Farrer

AVID Site Coordinator / Content Curator

Mattie Farrer has been an educator in various grade levels and capacities during her career. She has a passion for supporting English learners and their language development. She also loves helping teachers reach all students.

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Simple SMART Action Plan

It is possible that you might have a lot of goals in your life and it is also possible that you do not have a clear action plan that would provide a detailed outline of the tasks that you need to do in order to accomplish all of your professional goals .

• 9+ Budget Action Plan Examples in PDF
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Smart Action Plan Example

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With an action plan , you will not only be able to determine the steps you need to take in order for you to reach your goals, but it will also enable you to break down these determined steps into actionable and manageable sizes based on the given timeline you have set for yourself.

Whatever goal you might have, be it geared toward your promotion at work or toward self-development, having a simple action plan could certainly guide you in making sure that you would have a clear road map in getting to the place where you want to be. It would also support efficiency by making sure that a time frame has been decided upon each of the steps that should be taken to complete the process.

Action plans would also provide the possibility of you to easily track your progress, your little success and failures, keep projects on time and according to the schedule, and stick to your projected budget.

While having a basic action plan is important, it is also important to make the action plan SMART. A SMART action plan means that you will then have to incorporate these five important characteristics: specific, measurable, attainable, relevant, and time-based.

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How to Make an Action Plan?

Before you should get started in creating a SMART action plan, we must first know how to create a basic action plan:

One characteristic of an action plan is that it should be comprehensive enough and it should never be abstract. Therefore, it should contain elaborate and detailed steps that you must follow in order to complete a task and eventually achieve a certain goal . This only means that when you would be designing an action plan, it should have a format and the right contents so that will be easy for you to understand and comprehend.

While you can just use the free action plan examples we have here in this article, you may take note of the following suggested format and contents should you want to reconstruct the examples we have here to suit to your needs or when you would be creating your action plan from scratch:

1. Have you chosen an appropriate goal? Then you should already be able to clearly define your objectives. While it is important to take into consideration the importance of your goal, you should also put into mind whether you could or could not reach your better goals . And when considering whether you could or could not reach your goals, you have to think of the time frame and the resources that you have and that you would have to work with.

2. If you are creating an action plan for an organization, you could make use of a team that could help you in creating your action plan. Remember that that action plan is created for the team and while it is not possible that you would already be knowledgeable about your team, it would not hurt if you would decide to consider the sentiments, opinions, and insights of the other people involved in the general action plan that you are creating.

When you would decide to consider the other members of the organization or of the team as you would brainstorm for the possible contents of your action plan, it would result in creating a stronger action plan.

3. If you are creating an action plan for your own endeavors, you can still seek help with it. Having a fresh perspective will enable you to consider other ways or steps on how you are going to achieve a particular goal. You may also ask other’s opinion on the plans that you already have in mind since they could see something that you might have overlooked. You may also see business action plan examples .

4. Make sure that you would decide on actions that are not only attainable but are also concrete and measurable. Another thing you should make sure is that it should be well-defined and not random or vague ideas. It is in having concrete and attainable steps that enable your goals to also become concrete and attainable. You may also like strategic action plan examples .

5. If it is a team action plan, make sure that you will be able to determine who is responsible for each of the action steps that you have plotted. If you are tasked to head the entire process, make sure that you will keep an eye on them. It does not mean that if someone is already assigned to a step that you would not anymore do anything. You have to make sure that you will supervise and support every member as they undergo each of the steps. You may also check out employee action plan examples .

6. Have a clear time frame or schedule of when you should be completing the steps in the action plan. You may have a goal that is short-term and this could just take for a month or two. For your long-term goal, it might take more than a year, this is why it is suggested for you to have short-term goals to complete each month in order for you to attain your long-term goal. It is very important for you to break down the time frame or the schedule for each step along the way because this also helps you in tracking your progress

7. Have a list of the necessary resources you need in order to accomplish each of the steps you have plotted out. This is helpful when it comes to instances wherein there will be a shortage of resources and you will be able to identify what resources you would need. You might be interested in work action plan examples .

8. It is very important that you would continuously review and update your action plan because any change may arise and this can definitely affect your action plan steps.

9. As you create more progress and even create more failures, you have to make sure that you will be able to communicate about these with the key people.

Whatever you put on your action plan, make sure that it answers the following questions:

• Where are am I now?
• Where do I want to be?
• How will I get to where I want to be?
• How will I know when I arrive there?
• How will I know if I have been successful?

Setting “SMART” Goals and Brainstorming an Action Plan

SMART Action Planning Examples

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SMART Action Planning

While SMART comes from SMART goals, it is possible for you to have a SMART action plan for your SMART goals. What you apply with your SMART goals can also be applicable to your action plan:

1. Specific

Having specific action plan steps will help you achieve your goals because being vague and broad brings nothing good to you at all.

For example, your goal is to decrease a few pounds. It will not be helpful if you would just state in your action plan “to eat less.” What exactly are trying to eat less? Less oily food? Less rice? Less meat? Less meal proportions? You may also like teacher action plan examples .

You could, instead, write down on your action plan what exactly you are going to eat less because the tendency of not being specific with your steps is that you will not be able to accomplish that step in the end. Avoid, at all costs, setting unclear or vague objectives because this is a pitfall. You may also see restaurant action plan examples .

2. Measurable

By making your goals measurable, you will be able to easily assess how far you have gone. You have to know when you have achieved your goals and you could do so by using numbers, dates, and times.

For example, you would like to become a head of a department, you would then have to determine what and the number necessary training courses and relevant experiences you have to take and complete within a certain span of time. You may also check out corrective action plan examples .

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Lesson Plan – SMART Action Plan Example

SMART Goals for an Action Plan Example

3. Attainable or Achievable

When setting your SMART action plan steps, you have to make sure that it is attainable or achievable. This means that you should keep your steps realistic as much as possible in order for you to become successful in your endeavor. It must answer the questions “How can I accomplish this goal?” and “How realistic are these steps based on other constraints like its financial factors?” You may also see one-page action plan examples .

For the similar example stated above, your goal is to become a head of a department in the company you are currently working on. In order to make your general SMART action plan steps realistic, you have to analyze first yourself whether you already possess the necessary skills for you to become qualified because even if you have taken the necessary training but you do not have the right skills and the capability to do the job, then your training will still be useless.

You also have to assess whether you could afford to undergo a lot of training that usually requires a fee.

4. Relevant

Make sure that your action plan steps are relevant to your goal. Make sure it is also aligned with your other relevant action plan steps. A relevant action plan steps would answer some of these questions: Are these steps worthwhile to take? Is this the right time? Do your action plan steps match to you other efforts or needs? You may also like research action plan examples .

For example, you want to get promoted but a promotion means that you would have to relocate to another state or country and that you would have to leave your growing family behind. Will it be just right if you consider that goal at the moment? Or can you just pass that goal later on when your family will already become settled and stable? You may also check out sales action plan examples .

5. Time-bound

It is very important that you would be able to set a time frame for each of your basic action plan steps or else you might be taking too much time on a single goal. Ensure that you will be able to set a flexible and realistic deadline for each of your action plan step. Having set a time frame can also help in keeping you motivated to reach your goal.

For example, you are saving up for a professional camera because you do not want to use your credit card or pay for it monthly. By making your action plan steps toward that goal time-bound, save up for one year and in each of the months in that year, you have to save up a particular amount that makes it possible for you to buy that professional camera you have always wanted at the end of the year.

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