Action Plan template

To access the template, sign up to Ayoa. Once you've signed up, navigate to the homepage to create a new whiteboard, mind map or task board and choose this template from the library.

Identify and map out all the tasks you’ll need to complete to achieve your goal, then group your tasks into the ‘Now’, ‘Next’ and ‘Soon’ columns by order of priority. Use sticky notes and lists to easily add these actions to the template.

With these tasks in mind, consider what resources you’ll need in terms of people, money, facilities, time and expertise.

• Money – What financial resources will you need? Is the money available now?
• Time – Is there enough time to complete each task? Try to add timescales for each step.
• People – Is there sufficient human resource available to complete the project? Will you need to recruit? Take into account factors such as required roles and existing workloads, as well as skills and engagement.
• Equipment – What necessary equipment, systems and facilities will you need?
• Skills – Does your team have the knowledge and training required to carry out the tasks?

As you communicate and implement your plan, it’s important to gather feedback and data to help you evaluate the project progress and success. As part of this review, you’ll need to judge the effectiveness of the process (the plan) as well as the output (the solution).

• Process – Was the plan carried out according to the proposed schedule? Were there sufficient resources? Were any aspects overlooked?
• Output – Depending on the type of solution, you may be able to track its effectiveness by comparing changes in quantities (quantitative data) or by tracking changes in people’s attitudes, opinions, satisfaction or morale (qualitative data)./li>