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Action Plan Templates for PowerPoint and Google Slides

If you are looking to develop an idea or project, but don’t know where to start, you need an Action Plan Template. An Action Plan Template will help you to materialize your ideas and move from paper to reality. Through the Business Action Plan Template, you can recognize which tasks are necessary to achieve your objectives, prioritize each one of them and delegate effectively with your work team. In this section, you can find 100% editable Action Plan slides and templates compatible with Microsoft PowerPoint and Google Slides.

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Download Action Plan Template for PowerPoint and Google Slides, with a 100% editable and ready-to-use design. With our action plan slides you can create presentations showcasing your action plans in record time and without hassle.

What is an Action Plan Template?

An Action Plan Template is a kind of document or presentation template that allows you to list the tasks you need to perform to achieve a certain objective. It is an essential resource for a Project Manager as it allows you to delegate and prioritize the most important tasks.

How to write an Action Plan Template?

To write an Action Plan template we recommend you start by setting SMART Goals , separately identifying each of the tasks to be accomplished to achieve the objectives, delegating those tasks and setting deadlines, and finally, monitoring the progress of the work done.

What are the main benefits of using an Action Plan Template?

Through the Action Plan Template PPT, you will be able to recognize which tasks are necessary to achieve your objectives, delegate effectively, create a clear roadmap for your team, engage your team in the project and create a sense of ownership, monitor the progress of the work and measure the results.

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Free Action Plan Template for PowerPoint & Google Slides Themes

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About the Template

Effective action plan presentation template.

Having an excellent plan is crucial, but absence of actionable plan render the most promising plan ineffective. Don’t worry with this free action plan template can an effective action plan so you never miss out and crucial step. This visually appealing template is designed to guide you through the essential steps of any action plan with clarity and style.

This action plan infographics is a perfect tool to elevate your presentations and seamlessly communicate your strategies. Download now and transform your concepts into actionable insights, making your presentations not only informative but visually engaging.

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Action plans help break a project into small and defined tasks. When you organize a project using an action plan, you gather information about tasks and resources needed to complete the project. 

An action plan is a definitive checklist of tasks and resources needed to complete a project or achieve a goal. You can think of it as a visual countdown to the project delivery or a list of tasks needed to achieve desired results. 

The most significant difference between action plans and to-do lists is that action plans focus on achieving a specific goal. In contrast, to-do lists are ongoing and include tasks for different goals and projects. 

Working with an action plan ensures you complete every task and requirement to meet the expected standards of a project. As you develop an action plan, you identify any critical paths and dependencies. 

An action plan in project management is a quick and easy way to manage projects. You can quickly map out the resources and requirements you need and sketch a timeline to complete tasks. 

Action plans should not be confused with project plans, which are more detailed and thorough. Project plans cover details like risk mitigation, quality assurance, stakeholder communication schedules, and change management plans. In contrast, action plans simply list the tasks, resources, and timelines needed to achieve a goal. 

Because of their simplicity and ease of setup, action plans help maintain operational efficiency without taking much time. They declutter managers’ minds and provide a framework for structuring new projects in a sensible order.

The main point of an action plan is to ensure you don’t overlook critical tasks and milestones of your project. In its simplest form, developing an action plan entails listing tasks you need to complete and prioritizing them.

Developing an action plan helps individuals, managers, and organizations complete more successful projects. They are great for kick-starting, tracking, and maintaining progress on any project. Remember to check off tasks as they are done, update the plans, and communicate with your team as your project progresses.

Project managers can use this template’s slides in their daily work. For example, you can monitor the progress of a project and send the status of the project to all stakeholders. Department leaders can use this template when setting weekly tasks for department employees.

Engineers can use this template when preparing a plan for retooling a production line or replacing equipment on a production floor. Startup executives can use the slides in this template when preparing for a meeting with potential investors.

Project Action Plan is a professional and modern template that will help you create a professional and stylish presentation. If necessary, you can change the font size, font type, color, and position of the infographic to suit your corporate requirements. This template will be useful for project managers, startup leaders, engineers. The Project Action Plan template will seamlessly complement your presentations and will be a great addition to your collection of professional presentations.

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How do you quickly accomplish your top goals? You need an action plan. A lack of execution can cost CEOs their jobs. In 2000 alone, over 40 CEOs from the top 200 companies on the Fortune 500 list were removed by their board because they could not execute what they had committed to do. 20% of the top business leaders in America lost their jobs only because they failed to master the art of execution.

5 questions and answers

Can you provide an example of a Fortune 500 company that suffered due to lack of execution?

One example is the case of Kodak. Despite being a Fortune 500 company and a pioneer in the photography industry, Kodak failed to execute the transition to digital photography. This lack of execution led to a significant decline in their market share and eventually, they filed for bankruptcy in 2012.

How can an action plan be adapted to changing conditions in a business?

An action plan can be adapted to changing conditions in a business by incorporating flexibility into the plan. This can be achieved by setting realistic and adjustable goals, regularly reviewing and updating the plan based on current business conditions, and encouraging feedback from team members. It's also important to have contingency plans in place to handle unexpected situations. Remember, a good action plan is not set in stone but is a dynamic document that evolves with the business.

What is the impact of poor execution on a CEO's job security?

Poor execution can have a significant impact on a CEO's job security. If a CEO fails to deliver on their commitments or achieve the set goals, it can lead to their removal from the position. For instance, in the year 2000, over 40 CEOs from the top 200 companies on the Fortune 500 list were removed by their board due to their inability to execute what they had committed to do. This indicates that around 20% of the top business leaders in America lost their jobs solely because they failed to master the art of execution.

Below, we share some of the top advice to build an action plan, the importance of action plans, how you can jumpstart your business with your own action plan, and how to use a fully customizable Action Plan we created to get started. If you want to go straight to the resource, scroll below to the explainer section.

How can an action plan be adapted to changing conditions in any industry?

An action plan can be adapted to changing conditions in any industry by incorporating flexibility into the plan. This can be achieved by setting up a monitoring system to track the progress and effectiveness of the plan. Regular reviews should be conducted to assess the relevance of the plan in the current business environment. If necessary, adjustments should be made to the plan to align it with the changing conditions. It's also important to communicate any changes to the team and stakeholders to ensure everyone is on the same page.

What is the significance of having a fully customizable action plan?

Having a fully customizable action plan is significant because it allows for flexibility and adaptability in managing projects. It enables you to tailor the plan according to the unique needs and changing conditions of your projects. This way, you can set specific goals, communicate plans effectively to your team, and make necessary adjustments as circumstances change.

Can you provide an example of how a business can be jumpstarted with an action plan?

An example of how a business can be jumpstarted with an action plan could be a startup launching a new product. The action plan might include steps like: 1) Conducting market research to understand customer needs. 2) Developing a prototype based on this research. 3) Testing the prototype with a small group of customers. 4) Refining the product based on feedback. 5) Planning a marketing campaign to promote the product. 6) Launching the product. 7) Gathering customer feedback and making necessary adjustments. This action plan provides a clear roadmap for the business to follow, helping it to stay focused and organized, which can lead to successful product launch.

Top action plan advice

Why do so many plans fail? Bill Gates notes that people often confuse "mission", which is directional, with "objectives", which are a set of concrete steps they actually engage in. He said, "Having a good mission is not enough. You need a concrete objective, and you need to know how you're going to get there." Action Plans do just that: they help employees focus on the bigger mission, but they also provide a set of concrete, specific goals for them to succeed.

How can an Action Plan be adapted to changing conditions in any industry?

An Action Plan can be adapted to changing conditions in any industry by incorporating flexibility and regular review into the plan. It's important to set clear, measurable goals but also to understand that these goals may need to be adjusted as circumstances change. Regularly reviewing the plan and making necessary adjustments ensures that it remains relevant and effective. Additionally, involving team members in the review process can provide valuable insights and foster a sense of ownership and commitment to the plan.

What are the benefits of having a concrete objective in an Action Plan?

Having a concrete objective in an Action Plan is beneficial as it provides a clear direction and specific goals for employees to achieve. It helps them focus on the bigger mission while also giving them a set of concrete steps to follow. This can lead to increased productivity and efficiency, as employees know exactly what they need to do and can plan their work accordingly. Furthermore, it can also improve communication and collaboration within the team, as everyone is working towards the same objective.

Why is having a good mission not enough according to Bill Gates?

According to Bill Gates, having a good mission is not enough because it only provides a direction. To make progress and achieve success, it's crucial to have a concrete objective and a clear understanding of the steps needed to reach that objective. A mission can guide and inspire, but without specific goals and a plan for achieving them, it's difficult to translate that mission into action.

However, the best-laid plans are often the simplest. Jason Fried and David Heinemeier Hannson, founders of software company 37signals, use a thick marker when they brainstorm ideas and objectives because it limits room and forces them to keep it simple. Employees need a small number of simple priorities to execute well. Without carefully thought-out priorities, people can get caught up in endless conflicts. Your plan of action is created through hundreds of everyday decisions about how you spend your time, energy, money, and attention. Unless you manage priorities mindfully, your time and energy will be consumed in firefighting only the most urgent priorities.

What is the role of simplicity in creating an effective action plan?

Simplicity plays a crucial role in creating an effective action plan. It helps in setting clear and concise goals which are easy to understand and execute. A simple action plan reduces complexity and confusion, thereby enabling team members to focus on their tasks effectively. It also aids in better communication of the plan to the team and collaborators. Furthermore, a simple plan is more adaptable to changing conditions. In essence, simplicity in an action plan can lead to improved productivity and successful achievement of goals.

How can an action plan help in resolving conflicts within a team?

An action plan can help in resolving conflicts within a team by providing a clear roadmap of tasks, responsibilities, and objectives. It helps in setting priorities and aligning team members towards common goals, thereby reducing the chances of conflicts arising from misunderstandings or miscommunications. It also provides a framework for decision-making, which can help in resolving conflicts when they do arise. By having a well-defined action plan, team members can focus on their tasks and objectives, reducing the likelihood of conflicts.

What are the potential consequences of not managing priorities mindfully in an action plan?

Not managing priorities mindfully in an action plan can lead to several negative consequences. Firstly, it can result in a lack of focus and direction, as without clear priorities, it's easy to get caught up in less important tasks. This can lead to inefficiency and wasted resources. Secondly, it can cause stress and burnout, as constantly firefighting urgent issues can be exhausting and demoralizing. Lastly, it can negatively impact the overall success of the project, as important tasks may be overlooked or not given the attention they require.

The importance of action plans

An action plan is an overview of the goals you've set for your business and the specific actions you will take to achieve them. It can simplify complex programs and projects and help you manage your time effectively and be more productive in pursuit of those goals. Action plans ensure people understand organizational priorities, assign tasks, follow up, and promote and reward people who execute.

What are the key elements of an effective action plan?

The key elements of an effective action plan include clear and measurable goals, specific actions to achieve these goals, assignment of tasks to individuals or teams, a timeline for each action, and a follow-up mechanism to track progress and make necessary adjustments. It's also important to have a system for recognizing and rewarding those who execute the plan effectively.

How does an action plan help in promoting and rewarding people who execute?

An action plan helps in promoting and rewarding people who execute by providing a clear roadmap of what needs to be achieved. It assigns specific tasks to individuals, ensuring everyone knows their responsibilities. This allows for easy tracking of performance and accomplishments. When individuals meet or exceed their assigned tasks, they can be recognized and rewarded accordingly. This not only motivates the employees but also promotes a culture of accountability and productivity within the organization.

Can you provide an example of how an action plan simplifies complex projects?

An action plan simplifies complex projects by breaking down the overall goals into manageable tasks. For instance, if you're launching a new product, the action plan might include steps like market research, product development, marketing strategy, and distribution plan. Each of these steps can be further broken down into smaller tasks. This way, instead of being overwhelmed by the enormity of the project, the team can focus on one task at a time, making the project more manageable and less daunting. It also ensures that everyone knows their responsibilities and deadlines, which improves efficiency and productivity.

Flawed goal-setting can lead to disastrous consequences. For example, Wells Fargo's ruthless one-dimensional focus on sales targets led to branch managers feeling pressured to open millions of fraudulent accounts. The consumer banking scandal that followed may have damaged the Wells Fargo brand beyond repair. Every company should have clear, achievable goals , and also clear ways to measure the success of those goals.

Intuit Chief Information Officer Atticus Tysen says the key for Intuit to succeed was for all success metrics to be visible throughout the company. For those working outside headquarters, visible metrics ended the mystery of what was happening back at HQ, making the company more cohesive.

Your action plan for improving your career or personal life can be framed as a resource allocation problem. You have limited time, energy, wealth and talent to grow, and people ask for your time and energy every day. To make sure you are headed in the direction you want, watch where your resources flow. If they don't support your bigger mission, it means you are not implementing your strategy at all. Human brains are hardwired to appreciate challenges but to avoid those that are too difficult. This means that people will get bored of tasks that are too easy and give up on tasks that are too hard. Therefore, it's optimal to form plans based on tasks in the "Goldilocks zone" of difficulty that is just manageable. To make the process enjoyable and repeatable, assign a balanced mix of low-effort and high-effort tasks.

Build your own action plan

So how can you set goals to help manage time and communicate plans to your employees effectively? Develop an action plan that's unique to your business and adaptable to changing conditions. Our Action Plan collection, which you can download and customize for any industry, provides detailed slides with the top Action Plan tools, such as the FMEA Action Priority, Improvement Action Plan, Action Priority Matrix, SMART Action Plan Tree Diagram, and more. Check out the explainer below to learn more.

Tool highlights

Action plan.

The collection starts with a detailed action plan that includes action items with their assigned owner and priority level. On the left, write a description of the action items and give them each a LMH (low, medium, or high) action priority level. This is useful to delegate tasks across an entire team or company. To make it personal, simply delete the "Owner" column. The status column is used to check in on the progression of each action item and prioritize what needs more attention. (Slide 3)

FMEA action priority

The FMEA framework, also known as Failure Mode Effects Analysis, is another way to prioritize action items based on problems that need to be solved. It takes into account the impact, severity, and likelihood of risks. Classify and prioritize failures and their impact to structure action plans according to the highest-risk factors. AP stands for the Action Priority level, while RPN stands for the Risk Priority Number. Use these columns to measure the impact of each problem that needs to be resolved. Additionally, teams can use this tool to identify the causes of failures to avoid them in the future. (Slide 13)

Action priority matrix

The Action Priority Matrix lays out tasks according to their effort level. Tasks that can be done with low effort can still have a substantial impact on outcomes. Therefore, try to prioritize low-effort and high-impact actions first. Try to avoid the lower right, which is high-effort and low-impact tasks. The table on the right lists each of these tasks, and users can choose to complete either one first. (Slide 16)

Improvement action plan

Instead of a list of specific actions, the Improvement Action Plan zooms out to see expected outcomes. List issues at the top, and activities to improve them below. Divide improvement activities into now, next, or soon depending on their priority level. Include the resources that will be needed to make the improvements happen and reach desired outcomes. (Slide 23)

Smart action plan tree diagram

The SMART diagram sets clear goals. Every goal should be Specific, Measurable, Attainable, Realistic, and Timely. Goals are the foundation of any action plan, so it's important to make sure they aren't too abstract, and that there are specific indicators to help you achieve your target. The diagram becomes more specific from left to right, asking clear questions about the goal that are solidified on the right side. (Slide 25)

To develop an effective, goal-oriented action plan for your business, download and customize this Action Plan presentation to save time and hours of work as you map out your next move to reach your goals. For more like this, check out our explainer on Strategic Roadmap to learn how to generate achievable goals true to your company's vision and save hours of work with our fully customizable presentation template.

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

Last Updated on April 1, 2024 by Owen McGab Enaohwo

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

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

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

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

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

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

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

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

Let’s get started.

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

Chapter Two: Action Plan Templates For Excel

Chapter Three: Action Plan Templates For Word

Chapter Four: Action Plan Templates For PDF

Chapter Five: Action Plan Templates For PowerPoint

Chapter Six: Action Plan Templates for Google Docs

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

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

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

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

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

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

What is an Action Plan?

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

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

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

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

Why You Need an Action Plan

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

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

You need an action plan so you can:

  • Focus on specific goals

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

  • Logically complete tasks

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

  • Effectively delegate tasks

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

  • Efficiently keep records 

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

  • Avoid procrastination

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

What You Should Include in Your Action Plan

What You Should Include in Your Action Plan

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

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

Define your goal

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

State the actions 

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

List the persons in charge 

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

Timeline 

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

Resources 

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

Potential barriers 

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

Track your progress

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

Why Use an Action Plan Template?

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

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

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

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

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

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

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

How to Make an Effective Action Plan

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

Step 1: Define the problem

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

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

Step 2: Gather and analyze information

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

You would figure this out by asking questions like: 

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

Step 3: Define and prioritize the problems

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

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

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

Step 4: Write a goal statement for each solution

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

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

Step 5: Put solutions into action—the action plan

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

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

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

Step 6: Evaluate your process

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

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

Chapter Two: Action Plan Templates for Excel

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

  • Work action plan template 

Work action plan template

Click here to download the Work Action Plan Template

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

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

  • Corrective action plan template

Corrective action plan template

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

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

  • Mentoring action plan template

Mentoring action plan template

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

  • Excel sales action plan template

Excel sales action plan template

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

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

  • Maintenance action plan template

Maintenance action plan template

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

Chapter Three: Action Plan Templates for Word

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

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

download, tweak, and use for your organization.

  • Project action plan template

Project action plan template

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

  • Blank action plan template

Blank action plan template

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

  • Sales action plan template

Sales action plan template

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

Things included in this template are: 

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

Sample corrective action plan template

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

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

  • Startup action plan template

Startup action plan template

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

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

  • Personal development action plan template

Personal development action plan template

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

  • Non-profit action plan template

Non-profit action plan template

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

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

  • Account action plan template

Account action plan template

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

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

  • Basic action plan template

Basic action plan template

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

  • Education action plan template

Education action plan template

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

  •   Sample action plan template

Sample action plan template

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

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

  •   Simple action plan template

Simple action plan template

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

Chapter Four: Action Plan Templates for PDF

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

  •  Recruitment action plan template

Recruitment action plan template

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

  • Team action plan template

Team action plan template

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

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

  •   Epilepsy action plan template 

Epilepsy action plan template

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

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

  •   Emergency action plan template

Emergency action plan template

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

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

  • Business action plan template

Business action plan template

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

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

  • Incident action plan template

Incident action plan template

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

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

  • 90-day action plan template

90-day action plan template

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

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

  • Affirmative action plan template

Affirmative action plan template

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

  • Strategic action plan template

Strategic action plan template

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

  • Housekeeping action plan template

Housekeeping action plan template

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

  • Human resources action plan template

Human resources action plan template

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

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

  • Church emergency action plan template

Church emergency action plan template

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

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

  • Physical fitness action plan template

Physical fitness action plan template

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

  • Company emergency action plan template

Company emergency action plan template

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

  • Discipline action plan template

Discipline action plan template

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

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

  •   Diving emergency action plan template

Diving emergency action plan template

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

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

  • Personal mental health action plan template

Personal mental health action plan template

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

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

  • Early years action plan template

Early years action plan template

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

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

  • Library action plan template

Library action plan template

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

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

  • Presentation action plan template

Presentation action plan template

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

  • Gender action plan template

Gender action plan template

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

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

  • Church mission action plan template

Church mission action plan template

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

  • Wellness recovery action plan template

Wellness recovery action plan template

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

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

  • Employee action plan template

Employee action plan template

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

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

  • Family emergency action plan template

Family emergency action plan template

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

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

  • Advertising action plan template

Advertising action plan template

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

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

  • Printable action plan template

Printable action plan template

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

  • Internal audit corrective action plan template

Internal audit corrective action plan template

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

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

Chapter Five: Action Plan Templates for PowerPoint

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

  • Meeting minutes action plan template

Meeting minutes action plan template

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

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

  • Task action plan template

Task action plan template

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

  • Project planning timeline

Project planning timeline

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

Chapter Six: Action Plan Templates for Google Docs 

Google Docs helps you create action plan templates for your business

from scratch. Here are some editable and downloadable action plan

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

your organization.

  • Retention action plan template

Retention action plan template

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

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

  • Reading action plan template

Reading action plan template

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

  • One-page action plan template

One-page action plan template

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

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

  • Employee engagement survey action plan template

Employee engagement survey action plan template

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

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

  • Work action plan template

Work action plan template

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

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

Change management action plan template

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

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

  •   Company action plan template

Company action plan template

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

  • Personal action plan template

Personal action plan template

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

  • Sales and marketing action plan template

Sales and marketing action plan template

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

  • Compliance corrective action plan template

Compliance corrective action plan template

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

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

  • Easy action plan template

Easy action plan template

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

  • Stay interview action plan template

Stay interview action plan template

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

  •   Rescue diver emergency action plan template

Rescue diver emergency action plan template

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

  • 100-day action plan template 

100-day action plan template

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

  • 30-day action plan template 

30-day action plan template

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

  • Case management action plan template

Case management action plan template

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

  • First aid action plan template 

First aid action plan template

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

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

Below are some ways to make an action plan template. 

How to Make an Action Plan in Word

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

You can create an action plan on Microsoft Word.

Here is how to do so:

  • Open your Microsoft Word application

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

Open your Microsoft Word application

  • Insert table into the document

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

Insert table into the document

  • Type text into your table

Type text into your table

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

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

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

How to Make an Action Plan in Excel

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

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

  • Open an Excel spreadsheet

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

Open an Excel spreadsheet

  • Select a portion of the sheet 

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

Select a portion of the sheet

  • Give your area selection a border

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

Give your area selection a border

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

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

Type text into your table

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

How to Create an Action Plan in Google Docs

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

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

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

  • Open Google Docs from Drive

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

Open Google Docs from Drive

  • Title your action plan

Give your action plan a befitting title. 

Title your action plan

  • Insert a table

Now click on Insert, then Table. 

click on Insert, then Table

  • Type in header text

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

Type in header text

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

Action Plan Templates Frequently Asked Questions

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

How do I make a simple action plan?

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

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

What is a good action plan template?

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

Is there an action plan app?

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

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

How effective are action plans?

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

What is the main purpose of an action plan?

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

How do I write a better action plan?

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

Create and Manage Your Action Plans Using SweetProcess

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

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

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

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

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

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

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

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

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

How SweetProcess Changed the Game at Spark Marketer

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

1. Simplified process documentation

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

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

2. Decentralized knowledge base

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

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

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

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

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

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

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

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

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

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

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

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

How SweetProcess Raised the Bar at Zen Media

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

1. Employee onboarding and training

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

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

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

2. Quality control and assurance 

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

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

Want to improve efficiency in your team? 

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

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

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

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

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

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

company? 

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

65 free action plan templates

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Home Collections Project management Project Action Plan PowerPoint Template

Free - Editable Action Plan PowerPoint And Google Slides Template

Free - Editable Action Plan PowerPoint And Google Slides Template

Effective Action Plan PowerPoint Template

Features of this template.

  • 100 % customizable slides and easy to download.
  • Slides available in different nodes & colors.
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Marketing Action Plan

Marketing action plan presentation, premium google slides theme, powerpoint template, and canva presentation template.

Having a persuasive marketing action plan can make all the difference when it comes to getting a business off the ground, and this template can help you make yours a winner! Its retro 8-bit style typeface is hip in a post-modern sort of way, and its visual palette combining orange and gray results in an effortlessly cool look. Customize it with your own figures and info, and you’ll be well on your way to business success!

Features of this template

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Action Plan Deck PowerPoint Template

Action Plan Deck PowerPoint Template & Google Slides Theme

Product Description:

The Action Plan PowerPoint Deck is a flexible and useful tool to help produce engaging action plans and presentations. This deck includes a variety of visually appealing slide layouts and images to help you clearly and successfully express your action plan.

The Action Plan PowerPoint deck offers a systematic framework to establish objectives, milestones, activities, and dates, whether you’re creating a business proposal, project roadmap, or strategic plan. It also has sections highlighting important metrics, hazards, areas of improvement, status, deadlines, and solutions. Using the Action Plan PowerPoint Deck, you can make captivating presentations that clearly express your action plan and promote successful outcomes.

Who Can Use This Action Plan PowerPoint Deck?

Professionals and individuals can usethe Action Plan PowerPoint Deck PowerPoint in a variety of fields and roles, including managers of projects, team managers, team leads, business executives, consultants, researchers, students, and lecturers. It is appropriate for anyone who has to build concise and eye-catching action plans and demonstrations to successfully explain their objectives and goals.

When To Use This Action Plan PowerPoint Deck?

The Action Plan PowerPoint Deck is appropriate for usage in a variety of contexts, including team meetings, strategic planning sessions, company presentations, and project launches.

It is perfect for providing action plans, outlining duties, monitoring advancement, and informing stakeholders and teammates of deadlines and important metrics.

Product Features Of Action Plan PowerPoint Deck:

How to download this action plan powerpoint deck.

Follow the steps mentioned below to download this Action Plan PowerPoint Deck:

  • Click on the “Add to Cart” button and proceed to Checkout.
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  • Download the SWOT Analysis Detailed PowerPoint Template in your preferred format, either PowerPoint or Google Slides.
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[Updated 2023] Top 100-Day Plan PowerPoint Templates to Create Action Plan

[Updated 2023] Top 100-Day Plan PowerPoint Templates to Create Action Plan

Hanisha Kapoor

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Want to create a 100-day plan for your job? 

A 100-Day plan outlines specific goals and strategies that a company intends to achieve within the first 100 days of its existence or after the appointment of a new leader.

So, whether you are a sales manager, CEO, or the president, everyone requires a 100-day action plan to establish a clear path forward, ensure that all stakeholders are aligned with its vision, and track progress towards the set objectives. By creating a 100-day plan, companies can identify potential risks, address any challenges that may arise, and make necessary adjustments to achieve their goals. Ultimately, a well-executed 100-day plan can help you gain momentum, build credibility, and establish a strong foundation for long-term success.

Read this exclusive guide featuring predesigned Google Slides Templates to help you create actionable plans to achieve your goals

Wondering how to start?

SlideTeam brings you a collection of professionally designed 100-Day plan Templates to keep you away from the mayhem at work. Stay organized, move in the right direction, manage your time, and deliver your best with our actionable PPT Slides. 

The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content ready slides give you the much-needed structure.  

Let’s start!

100-Day Plan Template 1:

100-Day Plan PPT Template

Click here to download 100-Day Plan Template

A 100-day plan can be used in various business contexts, such as a startup's launch, a new leadership appointment, or a major restructuring effort. Deploy this content-ready PPT Template to provide your company with a roadmap for initial operations, ensuring that all stakeholders are aligned with its objectives and priorities. Use this ready-made PowerPoint Slide to address specific business challenges or opportunities that arise, such as a new product launch, a merger or acquisition, or a major expansion into a new market. This preset comprises all the relevant Slides to help you design an action plan that meets your requirements. Download now! .

100-Day Business Plan Template 2:

100-Day Business Plan PPT Template

Download 100-Day Business Plan Template

Here is another ready to use PowerPoint Template to assess a company's strengths and weaknesses, identify areas for improvement, and develop a strategic plan for future growth. Incorporate this flexible PPT Template to a variety of business situations, making it a valuable tool for any organization looking to achieve its goals efficiently and effectively. This PPT Template covers 100-Day plan timelines for various business activities such as, project completion, customer acquisition, employee training, and more. Grab this actionable PPT Template to track progress and take your business to new heights. Download now!

100-Day Multiple Tasks Template 3:

100-Day Plan Tasks PPT Template

Grab this professionally designed 100-Day Multiple Tasks Template

This is a professional and appealing PowerPoint Template outlining goals, strategies, and tactics to be implemented within the first 100 days. Use this content-ready PowerPoint Template  to ensure that everyone in the organization is aligned with the company's objectives and priorities. Grab this ready to use PowerPoint Slide to build momentum and establish credibility with customers, employees, investors, and other stakeholders. Deploy this well-crafted 100-day plan Template to set the foundation for long-term success. Get it now!

100-Day Action Plan Template 4:

100 Day Action Plan PowerPoint PPT Visual

Click here to download 100-Day Action Plan Template

Create a 100-day action plan to help you go through a change within a new organization. Get to know the company, understand processes, assess projects and operations, and implement new ideas with a 100-day plan template. Use the template above to list various tasks and functions that you are planning to execute for the first 100 days. A 100-day action plan will help you manage your time and tasks.

100-Day Action Plan PowerPoint Template 5:

100-Day Plan PowerPoint Graphic

Download 100-Day Action Plan PowerPoint Template

Move forward in your career with a 100-day plan template. Use the above template to develop your own action plan to help you achieve your tasks every day. This slide will help you write down daily tasks and functions so that you achieve your goals which you have intended to accomplish. A 100-day plan will help you achieve your goals step-by-step. The template shown is customizable. Use it as per your needs.

100-Day Work Timeline PowerPoint Template 6:

100-Day Plan Work Timeline PPT Template

Download 100-Day Work Timeline PPT Template

Create an action plan up to 100 days using a professionally designed 100-day plan template. Plan in advance to know how many tasks you need to execute and how far you are from your goals. A 100-day plan template will help you create a workable timeline for you in order to help you list tasks for every day. You can reach your goals using a 100-day plan template.

100-Day Plan PowerPoint Template 7:

100 Day Action Plan PowerPoint Diagram

Download 100-Day Plan PPT Template

Incorporate a 100-day plan PPT template in your presentation to lessen the work pressure. List various tasks that you aim to accomplish in 100 days. The template above is a content-ready slide. However, you can edit the content and use it as per your needs as the slide is fully customizable. Now prioritize your tasks and evaluate your performance with a 100-day plan template.

100-Day Plan Critical Path Template 8:

100 Day Plan PPT Slide Graphic

Click here to download 100-Day Plan Critical Path Template

Craft an effective 100-day plan to stay organized and execute your tasks on time. A 100-day plan will let you list tasks for 100 days so that you can work toward accomplishing those tasks in 100 days and achieve your goals. The action plan template will let you move in the right direction and help you attain your objectives on time.

100-Day Action Plan PowerPoint Template 9:

100-Day Plan PPT Diagram

Download 100-Day Action Plan PowerPoint Slide

Plan and keep a track of your development in a clear and precise manner with the help of a 100-day plan. Remove the unnecessary stress of a new employee or new manager and keep yourself focused on achieving your goals with a 100-day action plan. With a 100-day plan template, you will be able to create a plan for you of 100 days in which you will execute your tasks and functions and determine your performance. The template shown is customizable. Use it as per your needs.

100-Day Action Plan Template 10:

100-Day Plan PPT Slide

Get to know the company processes and operations better in the initial days of your new job with a 100-day plan template. Use the 100-day plan template to understand company culture, employees, processes, projects, competitors, industries to help you implement new ideas and vision for the company. A 100-day plan is an effective action plan for new employees to help them overcome the stress of the new work culture. The above template will help you list tasks that you plan to achieve in the initial days of your work.

100-Day Plan Template 11:

100 Day Plan Framework PPT Template

Download 100-Day Plan Template

Go through the learning and contributing phase in a new company with a professionally designed 100-day action plan template. Outline goals for yourself for the first 100 days of your job so that you understand the company’s processes and operations better. List daily tasks and functions for the first 100 days of your job with the help of a 100-day plan template shown. A 100-day action plan template will help you stay focused and organized in the most important days of your career.

100-Day Plan PowerPoint Template 12:

100-Day Plan PPT Graphic

Build an action plan to help you establish your goals and targets using a 100-day action plan template. A 100-day plan template is used to attain short-term business goals. Managers can produce an effective action plan to sort various tasks, execute functions, and achieve results on time using a 100-day action plan. The above template will help you write your own 100-day action plan. The template is completely customizable. Replace the dummy text with your own content and use it as per your needs.

100-Day Action Plan Template 13:

100-Day Action Plan PowerPoint Slide

Create a course of action and move in the right direction using a 100-day action plan PPT template. Show your employers how are you going to help them and achieve your targets with a 100-day action plan. Use the above professional visual to instantly grab your employer’s attention and take the opportunity to stand out from the crowd. Divide your action plan into three periods, list goals for three months, and achieve milestones for each of the first three months with the help of a 100-day action plan.

100-Day Action Plan PowerPoint Template 14:

100-Day Plan Template

Create a plan to learn and succeed quickly with a 100-day action plan PPT template. Leave your competition behind and make yourself attractive to your employers by presenting a professional 100-day action plan that will showcase your course of action for the first 100 days of your job. Show your employers what are you going to do and how are you going to do your tasks using a 100-day action plan template. The template shown will help you create your own action plan. Add your content and grab your employer’s attention.

100-Day Plan Roadmap PowerPoint Template 15:

100 Day Plan PowerPoint Visual

Download 100-Day Plan Roadmap PPT Template

Prepare yourself to get on board with a new job and responsibilities using a 100-day action plan. It is advisable for the new employees to create a 100-day action plan to make a great impression on the CEOs and managers. The 100-day action plan will get newbies acquainted with their roles and responsibilities at new work and make it easy for them to achieve their goals since they have all planned at the beginning only. Create your action plan to achieve your set targets with the help of a 100-day plan template.

Ease your transition at work, suss out your competition, and achieve great success with 100-day action plan templates.

FAQs on 100-Day Plan 

What is a 100-day plan.

A 100-day plan is a strategic plan that outlines specific goals, priorities, and action steps to be accomplished within the first 100 days of a new leadership appointment, a company's launch, or a significant change or transformation within an organization. It is designed to provide a clear roadmap for the organization's initial operations, ensuring that everyone is aligned with the company's vision, objectives, and priorities. The plan typically includes a comprehensive analysis of the company's strengths, weaknesses, opportunities, and threats (SWOT analysis), as well as specific strategies and tactics to achieve the desired outcomes. A well-executed 100-day plan can set the foundation for long-term success, positioning the company for growth, profitability, and a competitive advantage in the market.

What should a 100-Day plan include?

A 100-day plan should include several key elements, such as:

Vision and objectives: Clearly state the company's vision, mission, and objectives, and how they align with the overall business strategy.

SWOT analysis: Conduct a comprehensive analysis of the company's strengths, weaknesses, opportunities, and threats, to identify potential areas of improvement and prioritize the most critical issues.

Priorities and goals: Identify the top priorities and goals to be achieved within the first 100 days, and develop specific action steps and timelines to achieve them.

Key performance indicators (KPIs): Establish KPIs to track progress towards the identified goals, and regularly monitor and evaluate performance against these metrics.

Resource allocation: Determine the necessary resources (such as personnel, budget, technology, etc.) needed to achieve the goals, and allocate them accordingly.

Communication plan : Develop a communication plan to ensure that all stakeholders are informed and engaged in the plan's implementation, and that feedback is collected and addressed as needed.

Contingency plan: Identify potential risks and challenges that may arise, and develop a contingency plan to address them, including specific action steps and timelines.

By including these elements in a 100-day plan, companies can establish a clear roadmap for their initial operations, identify potential issues and risks, and set the foundation for long-term success.

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COMMENTS

  1. Action Plan Templates for PowerPoint and Google Slides

    Communication Training PowerPoint Template. Download Action Plan Template for PowerPoint and Google Slides, with a 100% editable and ready-to-use design. With our action plan slides you can create presentations showcasing your action plans in record time and without hassle.

  2. Action Plan PowerPoint Templates

    Dive into our Action Plan PowerPoint Templates to chart your course for success, be it in business, education, or personal projects. These templates are your visual roadmaps, providing a clear and engaging way to outline your goals, strategies, and timelines. Infographics like roadmaps, timelines, and process flow diagrams make it easy to ...

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    Free Google Slides theme and PowerPoint template. Keeping track of the tasks involved in each project is essential to ensure that they reach a successful conclusion. To do this, the best thing to do is to have an action plan where you have all the actions that need to be carried out. If you want to surprise your boss and colleagues and show off ...

  4. Action Plan PowerPoint & Google Slides Presentation Templates

    An ideal action plan PowerPoint template helps you with resource allocation, timelines, growth objectives, module management, project management, and so on. Different kinds of business action plans could be based on domains and objectives. Using action plan PPT templates can help you approach a new or existing project and clarify how to tackle ...

  5. Action Plan for Business Strategy Presentation

    Premium Google Slides theme and PowerPoint template. Download the Action Plan for Business Strategy presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable ...

  6. Strategic Action Plan PPT Template

    The action plan ppt table will become your go-to source for progress evaluation and reporting. Business Strategy Icons The strategic action plan PowerPoint template has business icons on every slide so you can add visual aids to your findings and deliver an impactful, easy-to-read presentation.

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    Perfect for all industries, this PowerPoint template includes a tracking ID for each action item, assigned owners, start and due dates. With its clear colour coding system, you can prioritize tasks, rate level of effort and difficulty, and seamlessly change status of each action item. You can also add personalized notes and comments for each task.

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    This action plan infographics is a perfect tool to elevate your presentations and seamlessly communicate your strategies. Download now and transform your concepts into actionable insights, making your presentations not only informative but visually engaging. For more catchy PowerPoint shapes and illustration, check our free Infographic ...

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    Slide 1 of 13. Strategy Action Plan Mission Corporate Strategy Competitive Strategy. Animated. Slide 1 of 12. Sale Action Plan Planning Arrow Proposal Advertisement Development Analysis Evaluation. Animated. Slide 1 of 5. 100 days action plan with a person climbing stairs. Animated.

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    Startup executives can use the slides in this template when preparing for a meeting with potential investors. Project Action Plan is a professional and modern template that will help you create a professional and stylish presentation. If necessary, you can change the font size, font type, color, and position of the infographic to suit your ...

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    To develop an effective, goal-oriented action plan for your business, download and customize this Action Plan presentation to save time and hours of work as you map out your next move to reach your goals. For more like this, check out our explainer on Strategic Roadmap to learn how to generate achievable goals true to your company's vision and ...

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  13. Top 10 Action Plan Templates With Samples And Examples

    The Action Plan PowerPoint Template Bundle is a collection of over 10 templates that suggest strategic action plans. It also outlines critical components of an effective action plan and lays down the principles for creating it in line with the strategy adopted. With this template, you can implement action plans to achieve your business goals ...

  14. 65 Free Action Plan Templates For Excel, Word, PDF, PowerPoint, and

    Open an Excel spreadsheet. Open your Microsoft Excel spreadsheet and click on the "New" tab. Then double click on a blank document or click on the "Create" tab. Select a portion of the sheet. Left-click, hold, and drag your cursor to the portion of the Excel spreadsheet that you want to use as your action plan.

  15. Business Action Plan

    Business Action Plan Presentation . Business . Free Google Slides theme, PowerPoint template, and Canva presentation template . As an entrepreneur, there's no doubt that you have a vision for your business. However, without an action plan, achieving that vision can be a tedious and frustrating task.

  16. Download Action Plan PowerPoint And Google Slides Template

    Features of this template. 100 % customizable slides and easy to download. Slides available in different nodes & colors. Slide contained in 16:9 and 4:3 format. Easy to change the slide colors quickly. Well-crafted template with instant download facility. Impressive action plan design. See More.

  17. Action Plan PowerPoint Template

    Action plan PowerPoint template can help you bring focus to action items that require immediate attention. The action plan has 3 unique slides and each have its own functionality. The first slide is a well organized template which looks into who is responsible, how much priority the task holds and the dates to start and finish. ...

  18. Action Plan PowerPoint and Google Slides Template

    To help others understand the concept, take the assistance of this professionally designed Action Plan PowerPoint template. We have come up with this highly informative set, so that you can save your time while drafting a remarkable presentation on the topic. If needed, you can simply clip any illustration from the set and include it in ...

  19. Marketing Action Plan

    Premium Google Slides theme and PowerPoint template. Having a persuasive marketing action plan can make all the difference when it comes to getting a business off the ground, and this template can help you make yours a winner! Its retro 8-bit style typeface is hip in a post-modern sort of way, and its visual palette combining orange and gray ...

  20. Action Plan Deck PowerPoint Template

    The Action Plan PowerPoint Deck is appropriate for usage in a variety of contexts, including team meetings, strategic planning sessions, company presentations, and project launches. It is perfect for providing action plans, outlining duties, monitoring advancement, and informing stakeholders and teammates of deadlines and important metrics.

  21. [Updated 2023] Top 100-Day Plan PowerPoint Templates to Create Action Plan

    The above template will help you write your own 100-day action plan. The template is completely customizable. Replace the dummy text with your own content and use it as per your needs. 100-Day Action Plan Template 13: Download 100-Day Action Plan PowerPoint Template . Create a course of action and move in the right direction using a 100-day ...

  22. Create Action Plan Template in PowerPoint. Tutorial No. 923

    [FREE DOWNLOAD LINK PROVIDED BELOW]: In today's tutorial, I have explained how to create an Action Plan template in PowerPoint.(🚫This is copyrighted content...