Action Plan Template
Stay organized and get an overview of your projects and goals with the action plan template. Keep track of your tasks and improve the way you work.
Trusted by 65M+ users and leading companies
About the Action Plan Template
We all need strategies to organize our work more efficiently and accomplish our goals. The action plan template helps you stay focused while giving you an excellent overview of your projects and tasks. Use it to organize your schedule and improve the way you work.
What is an action plan template?
An action plan or action planning template contains a list – or series of lists – that detail everything you must accomplish to complete a task. Action plans help with project management by ensuring you focus on small tasks and decisions that are oriented toward accomplishing your bigger goals. They can also promote confidence in your ability to be successful and make things happen.
Why should you use an action plan template?
It’s common for organizations to formulate long-term strategies to achieve certain goals, whether for the overall business or for a specific team. But thinking of a goal or strategy and actually implementing it are two different things. Using an action planning template makes these goals a reality and is very useful when running a strategic planning meeting.
Many people and organizations use templates for action plans as a framework for thinking about how to complete a project quickly and effectively. They help keep everything in order and ensure that nothing is missed. Because every task is laid out clearly, stakeholders can get on the same page about what they need to do and when it needs to get done.
Here are some of the benefits of using an action plan template:
Clarity and direction: The template provides a roadmap for teams to follow, ensuring that everyone understands the plan and their role in it.
Efficient monitoring: With tasks separated into different stages, it's easy to track progress and identify any bottlenecks.
Enhanced collaboration: The visual format encourages team members to collaborate, discuss, and brainstorm in real time.
Flexibility: The template is easily customizable, allowing adjustments as project needs change.
Boosted productivity: By visualizing tasks and progress, teams can focus on what needs to be done and reduce the time spent deciding the next steps.
How to use the action plan template
Here’s how you can use the template in Miro:
The action plan template is made with the Kanban app. With just a few clicks, customize your Kanban board, adding tasks related to your project.
To move tasks around, drag and drop them between the "To Do", "In Progress", and "Done" sections as they progress.
To provide more context or clarity for a task, add any artifact to the board, be it an image, document, or link.
Collaborate with team members by inviting them to view or edit the board. Everyone can contribute in real time.
Remember, the purpose of your project action plan template is to achieve a goal or implement a strategy, so every part of the plan should be geared towards that. Don’t just mindlessly churn out tasks; complete tasks in a way that will make later tasks easier and geared towards what you’re trying to accomplish.
To complement your action plan, you can also use the Corrective Action Plan Template, where you can map out risks and behaviors and make better-informed decisions.
What if I need more sections than the ones provided?
The beauty of the template is its flexibility. You can easily add more sections or adjust existing ones using the Kanban app.
Can I integrate other tools with the template?
Certainly! The board supports various integrations, allowing you to add links, documents, and even integrate with other software tools.
How do I share my action plan with others?
The template supports real-time collaboration. Invite team members or stakeholders to view or edit the board as required.
Is the template suitable for long-term projects?
Absolutely. The action plan template can be used for short-term tasks or expanded for long-term projects, making it versatile for different project durations. Adjust and expand the board as needed.
Get started with this template right now.
Value Stream Mapping Template
Works best for:
Project Management, Strategic Planning, Mapping
A value stream map can help you refocus your business on steps that actually provide value to your customers, cutting out wasteful and inefficient processes. With this template, you and your process team can collaborate on a value stream map today.
Product Market Fit Board
Works best for:
Product Management, Planning
The Product Market Fit Board template helps product teams assess and validate product-market fit. By capturing user feedback, analyzing market trends, and tracking key metrics, this template enables teams to evaluate product-market alignment objectively. With sections for defining target segments, identifying pain points, and prioritizing features, it guides teams through the process of optimizing product-market fit. This template serves as a tool for iteratively refining products to meet customer needs and drive market success.
Team Meeting Agenda Template
Works best for:
Documentation, Team Meetings, Workshops
Making the time for your team is important to help you to make decisions, align on priorities, and move in the same direction together. Team meeting agendas help add a schedule and structure to your allocated time slot when you need to share information and collaborate with your team. They also allow your team to agree on goals, talking points, action items, and who will lead the next steps. Uninterrupted team meeting time with an agenda can help your team review progress against OKRs, share updates, discuss roadblocks, and brainstorm ideas.
Milestone Chart Template
Works best for:
Project Management, Strategic Planning, Project Planning
When your team is collaborating on a large project, keeping track of the many tasks and multiple timelines can be a challenge. That’s why you need a milestone chart. These visual representations of important project events will make it simple for your team to stay on schedule and reach goals on time. And it’s so easy to get started — just determine the major milestones, use our template to create a milestone chart, and define the key dates and deliverables each milestone will require.
Product Development Phases
The Product Development Phases template assists product teams in managing and tracking product development stages effectively. By defining key phases such as ideation, design, development, and launch, this template provides a structured framework for project planning and execution. With sections for setting milestones, allocating resources, and tracking progress, it enables teams to streamline development processes and drive projects to successful completion. This template serves as a roadmap for navigating the complexities of product development and ensuring timely delivery of high-quality products.
Competitor Product Research
Works best for:
Product Management, Planning
The Competitor Product Research template assists product teams in analyzing competitor offerings and market landscapes effectively. By identifying competitor strengths, weaknesses, and market trends, this template enables teams to uncover insights and opportunities for differentiation. With sections for conducting feature comparisons, SWOT analysis, and market positioning assessments, it facilitates informed decision-making and strategic planning. This template serves as a valuable resource for gaining competitive intelligence and driving product innovation and differentiation.