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How To Present an Action Plan

Creating a plan of action helps managers and executives implement their vision. Turn it into reality efficiently and with accountability of the involved stakeholders.

What is an Action Plan?

According to Wikipedia , an Action Plan is a list, with a sequence of tasks and resources, which outlines needed actions and when they need to be carried out, to achieve predefined goals. Action Plans are a very popular management tool within professional organizations. They are extensively used during strategic planning for their simplicity and effectiveness in a reality check.

Benefits of Creating an Action Plan

Action plans are very useful for communicating strategies and establish a clear direction. They provide visibility of objectives and the steps required to make them tangible, concrete. A plan of action breaks down the entire vision into achievable pieces that are manageable and executable. During this process, executives are able to visualize the strategy into smaller chunks and identify during this planning phase if they are realistic enough or if there exist constraints that can disqualify them before even creating projects or initiatives. Generally, Action Plans evolve into Plans which will provide detailed description of tasks, resources, timelines and their preconditions, and can then be monitored during execution.

Key Elements of an Action Plan

Action Plans can differ in structure depending on the area of application or planning practices. Most of them share the following six main components.

1. Describe Your Objectives

Start by defining and describing the objectives you’re trying to achieve. There may be one overarching goal for your strategy, or there may be various. This is an integral part of goals based strategic planning . Break down the vision into objectives and move into the next steps. The objective should be clear and self-explanatory. You can start with a one-liner and iterate drill-downs into more detail.

2. Break Down Tasks and Steps

Break down your objectives into tasks. Visualize the steps that need to be done in order to achieve the goal. Depending on how large the objective is, you may need to break it down into categories or phases, before listing the steps needed. Be exhaustive with this list in order to avoid any unforeseen hurdles in the process.

3. Assign People Responsible

Specify who or what team will be in charge of performing each of the tasks and steps previously listed.

4. Establish Deadlines and Milestones

Make sure you specify when each of the previous tasks should be completed, taking into account review and rework time. If you’ve broken down your action plan into phases, then establish the milestones at each phase in your plan of action. Make sure to determine precedence and preconditions to identify bottlenecks.

5. Anticipate Needed Resources

Visualize what people and resources you will need to get each of the tasks completed? Reasoning about resources is critical to understand the size and dimensions of the endeavor. This step is critical for a reality check.

6. Plan Progress Metrics

No plan is complete until progress and achievement indicators are defined. Individual tasks, milestones, and overall objectives will have their own ways to measure progress and completion. Establish this from the beginning to be able to carry out the appropriate monitoring and control.

How to Make Sure Your Action Plan is Effective

Visualize your action plan.

We can’t stress enough how important it is to have a visual form of your action plan. It will give you an idea of where to go and what your goal is. If you can see it in front of you, it’s easier to follow. Try using action plan PowerPoint templates to make this visualization process all the more easier (and probably more attractive).

Write SMART Goals

SMART stands for specific, measurable, achievable, realistic, and timely. As long as you set your SMART Goals with these key points in consideration, you will be able to reach your objective more effectively. Apart from the SMART Goals method, you can use the OKR framework (Objectives Key Results) to add another level of formality to your objective-setting process. Finally, every goal should pass the “reality check” reasoning. You can read further how to apply critical thinking goals .

Involve the Whole Team in the Planning

Making the best action plan isn’t just the job of managers and executives. The whole team should be involved. Everyone needs to know what their specific roles and responsibilities will be. Teams and individuals need to sign off and accept the tasks and their timeline. If any of the planned activities is at risk of completion, this should be identified and analyzed as soon as possible.

Know Each Step In-Depth

You need to know which tasks are more essential than others, which tasks depend on others being done first, and which are more flexible. This means adding your tasks into a detailed plan. Identify duration, precedence and resources involved.

Break Your Project into Milestones

Milestones are checkpoints during which management and team review what has been worked on and what is done already. These are like small goals you want to reach on your way to the larger objective. It is an essential part of monitoring activities. Make sure milestones are clear and associated with a deliverable.

Go Over the Action Plan (With Others)

Take this space as an opportunity to bring in other people and hear their opinions on the feasibility of your steps, deadlines, roles, and milestones. Make sure your action plan can be easily tracked, is comprehensive, and is accessible to everyone involved, from team members to stakeholders. Everyone should be able to understand what it is and where you are on the project.

Monitor, Measure, and Update as You Go

This might be the most important step in making sure your action plan is effective. You’ll need to be constantly following up on the tasks, checking in with the players, and adjusting when needed. Monitoring should be objective. This means a clear KPI should be used for this purpose. You can start with the basics as “progress of completion” over time, but depending on the level of sophistication, you can include more complex KPIs as budget burn down or risks related KPI’s.

How to Present Your Action Plan?

Presenting an action plan to an audience is a common task in all types of organizations. In every endeavor someone needs to approve the initiative, be it to get it funded or to approve the team’s efforts. Also people need to be notified about the action plan in order to understand its scope and how they are involved, or if any of the planned tasks will affect in any way. There is a difference between the steps involved in writing an action plan (as described above) and the required steps to present the action plan. Mainly because the purposes are different. The creation of an action plan is a planning activity. In this case, the people involved are picturing objectives and how they materialize through actions.

On the other hand, presenting an action plan is a communication activity. The presenter/s needs to clearly transmit the objectives of the action plan, list the high level tasks involved and be able to communicate which were the facts evaluated, during the planning process. Decisions made to reach the plan are also important as they distill the reasoning behind the plan.

As general guidance, we suggest following presentation best practices. Check our guides on how to make a presentation , how to start a presentation and how to craft a strategy presentation .

In the next section, we break down the suggestions in three, based on the objective of the presentation; Persuade, Inform, Monitor & Control.

Present Your Action Plan to Persuade

If you want to persuade an educated audience to approve your action plan, there are three items you will need to highlight:

Achieving the action plan objectives needs to provide a benefit to the audience. Make sure your message is clear. Highlight how the objectives solve an existing problem/pain or how they materialize items of the organization strategy.

Implementation of the Vision

After you present the benefits, you need to communicate how it was planned to achieve them. Ideally a high level roadmap should be presented, in order to allow the audience to divide the solution in smaller pieces and picture the sequence of events.

Return of Investment

The action plan has costs and resources associated. Instead of deliberately explaining the costs of execution, adapt the message monetizing the benefits and contrasting them against the costs. This should be a positive percentage of increase over the investment. Show how this return is evaluated and which time frame covers it. Finally, contrast the return against the option of not doing . This generally settles the idea in the audience and triggers acceptance subconsciously.

Persuading is generally conceived more as an art rather than a science. But science has progressed a lot in this field and there are several frameworks and techniques you can apply. Check out our guide on how to deliver a persuasive speech , or one of our favorite frameworks, the rhetorical triangle .

Present your action plan to Inform

Presenting an action plan to inform is a common task in organizations. Be it before or after approval, informing the stakeholders about the action plan, will align expectations and will help gaining traction within the involved teams or individuals.

The Action Plan presentation will need to focus on two areas, purpose and activities.

To resonate with the audience, it is essential to inform how the action plan will help achieve goals that have a purpose. The message should be crafted in a way that connects with the audience and triggers interest. Empathy is crucial. Fulfilling a purpose is always more powerful as a goal rather than other concepts such as “making more money”. To achieve this, connect the goals and tasks with the strategic vision they are trying to materialize.

As an example, you can think of an organization that sells auto parts. One of the action plan objectives is to produce cheaper parts without compromising quality. The presenter can inform the audience about this objective with an associated purpose like investing more in reducing emissions (which is a concept extracted from the strategy).

Execution of any plan is crucial. Before the endeavor starts, it is necessary to inform everyone involved about their responsibility in the plan, with which resources they will count on, the expected timeline and the relationship between tasks and resources.

Every activity should answer one of the following questions:

• Why is the activity part of the plan?
• Where should the activity happen?
• Who (team or individual) is responsible for carrying out the activity and knowing about it?
• What resources are planned to consume during the activity.?
• When should the activity start and end?
• How will the activity be carried out?

These questions (also known as the 5W1H framework ) will help you drill down the action plan and inform appropriately.

Present your plan for Monitoring and Control

All plans are created to follow and evolve. Once the action plan is converted into a project or program, execution starts, and the management practices too. Management will define regular checkpoints for evaluating the current progress of the activities, resource consumption and achieved goals.

During monitoring and control presentations, the presenter should communicate a simple concept. Current status, versus previous status versus planned status at this point. In this way, the audience will be able to understand where the tasks are at the present time, which was the evolution compared to the previous meeting, and which is the deviation compared to the planned status at this point.

After this presentation, a new set of activities will be planned according to deviations and achievements, and the plan will be updated for future analysis.

Free Action Plan Template

Put all your theoretical knowledge into practice and develop your Action Plan with our free template. Thanks to our Action Plan Template you will be able to develop each of the objectives of your project and break down each of its tasks, assigning responsibilities, deadlines and priorities. This action plan presentation template will allow you to organize your teamwork, and optimize time and effort.

Remember: Action Plans Are Not Set in Stone

Action plans are supposed to help organize strategy vision implementations from the beginning, as well as monitor progress throughout. Sticking to the plan is a laudable feat, but not the only endgame. As the initiative takes on its own life, you’ll find tasks you hadn’t anticipated, issues that keep people from delivering as you’d hoped, and many other barriers to success.

However, that shouldn’t faze you. Use your action plan as a guide, but be prepared to problem solve and do what it takes to get your project done. If you get it done on the deadline you’d established in the beginning, then give yourself a mighty pat on the back. And if you don’t… You can be sure you’ll have learned many valuable things for the next time you start a new project and create a brand new action plan.

1. Action Plan PowerPoint Diagram

The Action Plan PowerPoint Diagram is designed for Consultants, Managers, or executives in the path of deploying action planning in an organization. The template enumerates the six necessary elements of every action plan. It uses a modern PowerPoint diagram with custom-made PowerPoint icons. Presenters can use these visual metaphors later in any presentation related to the topic, creating a cohesive theme.

Use This Template

2. Goals Based Strategic Planning PowerPoint Templates

Action Plans are created through different Corporate Planning Activities. For example, when applying a Goals-Based Strategy, executives need to write the action plan to execute and target the specified goals. In the Goals Based Strategic Planning PowerPoint Template, there is a specific slide where the action plan is summarized according to the goals created to follow the corporate strategy.

3. Action Plan Slide Template for PowerPoint

The Action Plan Slide Template for PowerPoint is a simple and useful One Pager to write an action plan. Its design seeks to establish a primary objective and break it down into different vital areas and steps to monitor and control its execution. This presentation is a minimalistic approach to Action Planning. The user can display a simple plan and describe each of its steps in detail.

4. Action Priority Matrix PowerPoint Template

The Action Priority Matrix is a management tool designed to prioritize Actions. Based on this concept, the Action Priority Matrix PowerPoint Template provides a visually appealing representation of the matrix that can explain the different prioritization decisions made during the Action Planning process and why specific actions were prioritized or discarded.

5. Project Work Plan Template

The Project Work Plan Template provides a simple layout for a manager when generating and presenting an Action Plan. This work plan template , compatible with PowerPoint and Google Slides, allows establishing an estimated work time, main objectives, the estimated budget, and which team will be responsible for carrying out the tasks. It also allows setting the different phases and milestones of the action plan.

6. 30-60-90 Day Plan Slides for PowerPoint

The 30 60 90 Day Plan is a valuable presentation for new managers and executives of a company, seeking to generate and present an action plan with clear objectives and an estimated time of 3 months. This presentation allows establishing the key areas to work on and the tasks for each of the three months and selecting the different KPIs to measure the success of the actions to be taken.

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Action Plan Template

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An action item is a discrete task that must be accomplished, usually by a single individual or a small team or group. Action items typically arise from meetings and should always be clearly documented. Most people overestimate how well they are likely to remember things. As a result, they may commit themselves to an action item, write a sketchy shorthand note about it and later wonder what it means. One way to prevent that scenario is ensuring that action items are expressed as full sentences. It is also important to ensure that all crucial details are included, such as task deadlines, the responsible party and any consequent action items that are expected to arise from the original one. Action items arising from another are sometimes referred to as relay items.

Whenever we talk about the action item, there are three W’s that are considered in it. These are Who, What, and When. Who? The action item for this task will make clear that the specific task is assigned to that specific person. What? This is because this is the description that will tell the person what he is needed to perform for the task. This not only needs to be clear, but it also needs to be short and to the point so that there are no ambiguities left. When? This is the time that is allowed for the task to be completed. Sometimes it is called the deadline for the project. Although an action item seems to be a very simple thing to make it is not that simple.

The Action Item Template consists of four slides that contain all the tools you need to build a professional presentation. You can present your data in tables and indicate the percentage completion for each task using horizontal charts. You can also prioritize each task and choose the desired colour for each of them. This presentation of data helps to immediately determine what stage the project is at and which tasks need to be addressed first. For example, team leaders and product owners can use this template during their weekly meeting to discuss customer product development. Also, this template will be useful for construction companies and architectural firms. You can use the slides of this template to control construction work at home in different areas of work. Also, this template can be used by heads of departments when preparing a report for the director of the company on the work of the department.

The secret to making meetings more productive is accountability. With this action item template, you can improve the overall efficiency of meetings and ensure proper follow-up from your teams. 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.

Ideal for project managers, team leads and scrum masters, you’ll find this template easy to update and flexible to customize. For executive meetings and quarterly reporting, this template tells a clear, concise and visual story that’s easy to follow along for senior stakeholders. No matter the complexity of your project, size of your team or scope of budget, this template is useful in helping you and your team stay organized, and ensure on-time delivery of projects.

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Home / 321+ Free Infographics PowerPoint Templates & Google Slides for Presentations / Free Action Plan Template for PowerPoint & Google Slides Themes

Free Action Plan Template for PowerPoint & Google Slides Themes

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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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.

30-60-90 Day Plan

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Business Action Plan

Business action plan presentation, 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. You can relate? Well, if you use our template, you can either give a speech about how your vision turned a reality, or show some tips for other entrepreneurs to begin their own journey. The simplicity of these slides will make going straight to the point a sure thing. As decoration, we've added circular shapes, some of them filled in blue. If your own brand uses a different color, why don't you try adapting the palette so the presentation reflects your image?

Features of this template

• 100% editable and easy to modify
• 20 different slides to impress your audience
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Action Plan Template

AI generated Pitch Deck 🤖

Having an action plan is essential for achieving goals effectively and systematically. It gives us a clear direction on what we need to do in order to achieve certain objectives. It provides direction when we feel lost or overwhelmed in the project that we're currently in, and helps break down a complex task into smaller, more achievable goals. Using an action plan helps with progress tracking as it's easier to identify which tasks have been completed, giving a sense of accomplishment and progress. This, in turn, leads to higher motivation to see the task through to the end. Action plans also help with task prioritization, ensuring that deadlines are met with less stress, and important aspects of the objective are completed before less vital ones.

When drawing up an action plan, we recommend using a template. We've adapted a business presentation template into an action plan guide that you can use when coming up with an action plan. Having a template helps by giving you a clear idea of what aspects of the action plan you should consider first, and guides you through the process of drawing up a solid plan. By using a business presentation template, you can also share this with your co-workers so that everybody on the team is on the same page with regards to how they should be approaching a particular task. So what are the various parts of the action plan template? Let's take a more in-depth view of each.

This page is self-explanatory. When choosing a title for your action plan presentation, consider something that is concise and descriptive.

STRATEGIC PRIORITIES

When drawing up an action plan, it's important to consider various vital aspects and priorities of the project. Identify which goals are most important and are critical to the success of the entire project.

Once these goals have been identified, they need to be ordered in relation to strategic importance. We suggest using this slide to determine the overarching goals of the project in order of how critical they are to the success of the project, and then clarify and break these strategic goals down further in the following slides.

OUTCOME OBJECTIVES

Strategic goals need to be broken down into measurable, specific objectives. Outcomes objectives specify the desired results of the action plan. When drawing up these objectives, keep in mind that objectives and goals should follow the S.M.A.R.T principle and be:

• Specific – the goal should be clear and easy to understand. Try and condense goals into small tasks that leave no room for misunderstanding.
• Measurable – there should be some method of measuring progress within a given goal.
• Achievable – goals shouldn't be aimed high with a low probability of success. Rather, goals should be realistic and possible.
• Relevant – each goal identified should fit in with other goals to complete the larger task.
• Timely – goals should have realistic deadlines.

PROCESS OBJECTIVES

Process objectives look at what actions need to be taken to meet a goal. These process objectives should be complementary to the outcome objectives discussed in the previous slide. These objectives should also follow S.M.A.R.T guidelines.

TASKS/ACTION STEPS

An action plan is ultimately about the actions and tasks needed to achieve outcome and process objectives successfully. Think of tasks as small versions of process objectives, in that they refer to things that people will be doing during the day to achieve certain objectives. These tasks should follow a logical order that builds up into the completion of larger strategic priorities.

RESPONSIBILITIES

Some action plans can be done by individuals who will then be responsible for all aspects of the project. Others may include whole teams or departments. Having this slide in the deck ensures that all responsible parties know what their tasks are, and also who they should liaise with if the tasks are collaborative in nature.

Tasks can only be accomplished successfully in the correct resources are allocated to them. We recommend using this slide to identify the various resources that will be needed for the successful completion of the project. This slide can also provide team members with useful information about what potential resources they have available for them for them to meet their objectives.

EVALUATION PROCESS

The evaluation process is an essential component of any action plan. If you've designed your goals clearly, they will be measurable and relatively easy to evaluate. This provides a sense of progress during the implementation of the action plan, as well as a way to measure the success of the overall project at the end of the day.

An action plan is a very helpful tool when approaching a new or existing project. It provides clarity and understanding of how to tackle the project. We hope that our action plan template gives you the confidence you need to draw up strong plans that will achieve your goals effectively.

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How to Write an Action Plan? Templates & Action Plan Examples 

Effective action plans are crucial in strategic planning to avoid wasted time and resources. Poorly implemented plans often lack specificity, providing only general recommendations. To succeed, action plans must offer targeted, feasible solutions aligned with organizational goals. This article guides readers in crafting concise and actionable plans for strategic success.

When going through the strategic planning process, many firms have wasted their time and money, and no meaningful changes or solutions have resulted. A badly thought out or implemented action plan is one of the most frequent causes of planning failures. Sometimes, this tool—the main product of strategic planning—only makes general recommendations or sets high standards without outlining specific actions to reach them. 

Additionally, initiatives could be unfeasible and created without input from the team or their support. The action plan is at the heart of a strategic plan. It should provide targeted tactical solutions supporting the organization’s overarching goals.

Certain strategic plans just provide very general advice devoid of specific actions. After the strategy is finished, the entrepreneur wants to know precisely what to do next. In today’s article, we will walk you through the process of how to write an action plan, and how to present one.

What is an action plan?

Before jumping into how to write an action plan, let us first see what an action plan is:

An action plan is a methodically organized approach that identifies the precise actions, assignments, and materials needed to achieve a goal. It is quite helpful for project management in general. Making an action plan is similar to planning a cross-country route.

The tactical blueprint delineates each action, choice, and diversion required to reach your final destination. It also divides the procedure into doable tasks according to a schedule. An effective action plan describes all steps required to achieve your goal and gives each step a start and end date.

What is the purpose of an action plan? Why is it important?

If you do not understand what is the purpose of an action plan, you can never figure out how to write an action plan effectively. So, here is a brief explanation of the main purpose of an action plan: 

An action plan is a tactical instrument that delineates the precise actions, assignments, and objectives required to accomplish a certain goal. Its main purpose is to give individuals, groups, or organizations a clear path and guidance to successfully and economically achieve their objectives. Creating an action plan clarifies the project objectives, the teams and service providers involved, and the tasks, dependencies, milestones, and resources required to complete it.

Creating an action plan indeed takes time. But it’s worthwhile to invest time. An action plan’s overall goal is to turn vague objectives into specific actions that may be taken to increase their likelihood of success and measurement while guaranteeing that the resources and efforts are directed toward the intended results.

Action plans are important for simplifying monitoring progress and keeping on course by breaking complicated tasks into manageable, actionable components. Utilizing an action plan guarantees that all tasks and requirements are fulfilled to achieve the project’s expected standards. You can also find any important paths and dependencies in your strategic plan when you create an action plan . 

Furthermore, action plans are important for encouraging team members to be accountable and coordinate their efforts. They guarantee everyone knows their tasks and the overall schedule by assigning responsibilities and deadlines for each job or milestone, reducing misunderstandings and improving teamwork. 

Who needs an action plan?

Knowing who needs an action plan will further help you determine how to make an action plan. Let us see from whom making an action plan is vital: 

Action plans are useful outside of strategic planning, even though they are frequently used in this context when organizations define three to five-year targets. Action plans are crucial for outlining how to carry out the strategic goals once they are established in a strategic plan. Teams can use this framework to keep an eye on and oversee specific tasks, ensuring that they align with the overall strategic goals.

An action plan is helpful for anyone looking for organization, focus, and strategic direction in their endeavors. Action plans are a common tool used by teams, project managers , and corporate executives in the workplace to delineate specific procedures, assign tasks, and guarantee the effective completion of projects or initiatives. Entrepreneurs and small business owners use action plans to direct the expansion and development of their companies.

Components of an Action Plan

In order to learn the process of creating an action plan, you need to know about its main components. An action plan is a comprehensive outline delineating the essential procedures to accomplish a certain objective. The standard elements of an action plan are:

1. Goal or objective

The aim or goal is the cornerstone of your action strategy. This should be a brief and unambiguous statement describing the intended outcome. A clearly stated goal gives the entire plan direction and purpose, ensuring that all activities and tasks are coordinated to achieve this one goal.

2. Assignments or activities

Listing the precise tasks or actions needed to accomplish the goal comes next after the aim has been established. These chores must be divided into comprehensive phases so that no crucial step is missed.

3. Establish a deadline

Establish a reasonable timeframe for each task or operation. This schedule guarantees that the plan remains on course and that the execution maintains momentum. It also makes it possible to track development and spot possible setbacks early.

4. Materials required to finish the project

Identifying and enumerating the resources required to finish the job is essential. This can include any asset, including money, people, technology, gear, and other resources. Early detection of these guarantees that a shortage of resources won’t hamper execution.

5. Selecting an accountable

Assign each task to an individual or a group. This classification guarantees transparency and accountability. People don’t overlap or become confused when they know their roles. And every task has a supervisor to ensure it gets done.

6. Potential obstacles or difficulties

Every plan will have obstacles. If you foresee them, you can better deal with potential barriers or impediments. This proactive strategy guarantees more efficient execution and less hasty problem-solving.

7. Key performance indicator (KPI) measurement

Decide a method for gauging the plan’s overall success for each job. KPIs are observable measurements that let you assess your progress and see if you’re getting nearer to your targets. They provide a measurable way to assess achievement.

Check out KPI (Key Performance Indicator) templates from SlideUpLift.

Types of Action Plans 

Before learning how to make an action plan, knowing its various kinds is essential as it will help decide which occasion or setting requires what kind of action plan. Let’s examine a handful:

Business action plan : This tool is useful for setting goals while starting or growing a company.

Operational action plan : This short-term plan outlines the daily tasks to manage a project, event, or operation.

Tactical action plan : These are derived from strategic plans and provide a list of targeted, immediate tasks that will help achieve longer-term goals.

Emergency action plan: This is a readiness document designed to react quickly in emergencies or unforeseen circumstances.

Now that you have an idea about different action plans let us jump into the next section, which will cover how to create an action plan. 

How to create an action plan?

Follow the steps below to learn how to create an action plan:

1. Clearly state your goals for your action plan

First on the list of how to create an action plan is clearly stating your goals for your action plan. Establishing precise goals for your execution is the first stage in writing an action plan. Therefore, setting a target is necessary to start a good plan.

Setting goals allows you to map out where you want to go and what you want to accomplish. But the most important thing to remember is to set quantifiable objectives! This is the perfect situation for SMART goals , if you’ve ever heard of them. The initials of the SMART acronym are specific, measurable, attainable, relevant, And time-based.

Try SlideUpLift’s professionally designed SMART Goals templates here.

2. Compile, examine, and arrange data

Collect all the necessary information to define the plan’s actions. Next, compile a list of all the tasks required to fulfill the predetermined objective. Every task must be connected to another and given to an accountable party . Activities must be distributed to the entire team to ensure that work is assigned to the correct person.

3. Determine the necessary resources

Ensure you have all the necessary tools to finish the tasks on your action plan before you begin. And you must first devise a plan to obtain them if they are not currently available. As a result, creating a budget may be necessary to complete the tasks. One way to do this would be to designate a column in your action plan to indicate any associated costs.

4. Sort the list and assign jobs a higher priority

Another important point on this list of how to create an action plan is to learn how to smartly sort and assign high-priority tasks first. Reevaluating the list is necessary because, in most cases, the first creation was unmanageable. Because certain jobs are simpler to complete than others, try to break up large tasks into smaller ones wherever you can. This will help the person overseeing the plan and the action executors handle it more effectively.

5. Give your Action Plan due dates

Setting timeframes for each action determined in the previous stage is the next step. This phase is critical because, without deadlines, action plans have a higher chance of never materializing, which means the objective might never be accomplished. The worker can organize their tasks more effectively and set priorities based on urgency and importance with proper deadlines.

6. Define a visual illustration

This is the time to design the tools to ensure the plan’s success. Making the action plan’s visual aid a reality illustrates this well. This graphical perspective will keep your team engaged because it makes it easier for everyone to keep track of work progress. Where they are, where they should go, and what they must do to get there are all abundantly visible.

Just like for a manager or the person in charge of the action plan, you can rapidly determine what is going well, what is halted, what has been completed so far, and what still needs to be done using a graphical representation.

7. Keep an eye on, assess, and update

The last vital thing when learning how to create an action plan is to keep updating the plan as and when necessary. The process’s most crucial stage is this one. Defining the entire action plan, going through each step, and then forgetting about it is useless. One of the key components of any successful plan is monitoring, which should be specified. The person in charge of the strategy must always be available to offer assistance or serve as a reminder.

Following these seven tips above, you can quickly understand how to create an action plan that will wow your shareholders and colleagues!

How to implement an action plan?

Now that you know how to write an action plan. It is vital to understand how to implement one. Here is how you do it:

• Making Use of Management Software
• Employing Templates to Ensure Efficiency and Consistency
• Creating Dependencies and Real-Time Alerts
• Crossing Out Tasks Completed
• Take Prompt Action to Resolve and Discuss any Delays or Issues

1. Making Use of Management Software

Using management software, teams can set objectives, monitor progress, assign tasks, set deadlines, and collaborate in real time. Using tools like Factorial HR, you can support your team’s success.

2. Employing Templates to Ensure Efficiency and Consistency

Action plans have a common framework thanks to templates. Teams may ensure that all action plans follow a standard framework and are simpler to comprehend and carry out using templates. Because teams don’t have to start from scratch every time, pre-designed Google Slides or PowerPoint templates also save time.

Here are a few templates from SlideUpLift:

3. Creating Dependencies and Real-Time Alerts

Team members can stay on schedule by knowing when deadlines are via a real-time alert. Conversely, dependencies ensure that tasks are completed in the correct order. Team members will be reminded to complete task A before proceeding, for instance, if Task B depends on it.

4. Crossing Out Tasks Completed

You feel accomplished when you cross things off your list. It gives you a clear picture of your work and helps raise morale. To ensure that everyone is aware of the tasks that have been completed and those that remain, you should update your action plan regularly.

5. Take Prompt Action to Resolve and Discuss any Delays or Issues

Every project is likely to have difficulties at some point. Treating them as soon as possible is crucial. Speak with the team immediately if there is a delay or a problem. Collaborating to solve difficulties will help you stay on course despite setbacks and provide creative solutions.

How to present an action plan?

In all kinds of organizations, one of the regular tasks is to present an action plan, and knowing how to present an action plan to an audience is vital. Every initiative needs to be approved by someone to be funded and for the team’s efforts to be accepted. For individuals to comprehend the action plan’s parameters, their role, and whether any of the scheduled tasks will impact them directly, they must also be informed about it.

The actions necessary to write an action plan (as previously mentioned) and the actions necessary to present the plan are different. Primarily due to the disparate goals. One type of planning is the process of creating an action plan. This instance illustrates how goals can be accomplished by action.

Presenting an action plan, however, is a communication activity. The presenter or presenters must articulate the action plan’s goals, enumerate the high-level tasks involved, and specify which facts were considered throughout the planning phase. The choices taken to arrive at the strategy are equally significant since they clarify its logic.

Action plan examples

Here are some action plan examples for you :

1. Business action plan example

A company action plan is a carefully crafted strategy roadmap designed to achieve larger business goals. By developing a strong action plan, businesses can align their strategy, workforce, and resources with their overarching goals. Identifying and aligning actions that align with the company’s overall strategy, growth objectives, and goals for operational improvements are crucial to this plan.  However, this may require many specific steps depending on unique business goals.

2. Company action plan example

Focusing on product creation and procurement is equally important to ensure that the offers meet market demands and are unique in quality and relevance. In addition, competent legal and financial management protects the business’s assets by guaranteeing legal observance and responsible financial management.

Furthermore, the core of any effective corporate action plan is its approach to sales and marketing. These specify the positioning and marketing strategies for the goods or services in the marketplace, guaranteeing their exposure and interaction with the intended market. 

3. Example of a sales action plan

Systematic and effective progress is based on a well-organized sales action plan. The most efficient sales channels—direct, online, or via third parties—must be identified and used as they form the foundation of this strategy. Tailored and impactful sales pitches are facilitated by clearly understanding the products and services offered and their unique selling propositions. Timelines, or suggested deadlines, provide the procedure with a sense of urgency and guarantee that the sales drive’s momentum is kept up. 

However, the action plan’s key performance indicators (KPIs) are the real gauge of its effectiveness. These measurements—lead conversion or customer retention rates—act as concrete benchmarks, emphasizing the plan’s advantages and pointing out any areas needing adjustment to boost revenue.

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

Action Plan vs. Plan B :  In strategic planning, action plans and Plan Bs have exclusive features. An action plan clarifies the necessary measures to accomplish a positive purpose by methodically outlining each section.

Alternatively, a Plan B serves as a backup plan that can be implemented if the number one plan runs into difficulties or fails. Whereas an action plan concentrates on taking proactive measures, a Plan B is a reactive backup plan that ensures you are equipped for unexpected boundaries.

Action Plan vs. Project Plan: To ensure efficient project management, it is vital to distinguish between action plans and undertaking plans. An action plan is an intensive road map outlining unique duties and moves needed to achieve a predetermined goal.

A project plan, alternatively, is extra specific and acts as a manual for the entire undertaking. It includes records on objectives, success metrics, stakeholders, scope, finances, time frame, milestones, and conversation strategies. An action plan is used to specify appropriate movements and tasks vital to completing a challenge after a project plan has been organized.

Check out Project Planning templates from SlideUpLift here.

Action Plan vs. To-Do List: Although project management is a component of both, action plans and to-do lists are unique in structure and scope. An action plan is a based record that outlines certain actions and duties that achieve a shared objective while being taken as a whole.

On the other hand, a to-do list is a more casual and dynamic list of individual chores that might not always be related to a common goal. To-do lists are more flexible and frequently subject to adjustments based on daily priorities, whereas action plans offer a purposeful and organized method that guarantees activities are interconnected.

Check out To-Do List templates from SlideUpLift here.

Action Plan Templates from SlideUpLift 

Here are some top action plan templates from SlideUpLift that you must use:

Next Steps Action Plan Presentation Template:

The “Next Steps Action Plan Presentation Template” is a flexible and well-organized tool to help organizations effectively communicate action plans. This template offers a thorough structure for outlining the procedures required to accomplish particular goals. Its simple layout includes four crucial rows labeled Solutions, Actions, Deadlines, and Status.

The three movable columns let you customize headers to fit your business’ goals. This visually appealing and easily navigable presentation template is perfect for concisely communicating strategic action plans to ensure accountability, clarity, and progress tracking in pursuing organizational objectives.

Appraisal Feedback Action Plan PowerPoint Template:

This PowerPoint template is an organized and feature-rich tool for gathering and evaluating performance feedback. The five columns of the template provide for a more nuanced assessment, with choices for “Strongly Disagree,” “Agree,” “Disagree,” and “Not Applicable.”

The two main points of emphasis are “Quality of Work” and “Communication.” These pointers are editable and can be customized according to the company. A thorough evaluation of a worker’s performance is made possible by the subheadings under “Quality of Work,” such as “Sets high standards for quality work outputs.” 

3-Year Action Plan PowerPoint Template:

The “3 Years Action Plan PowerPoint Template” is a tactical tool intended to provide an organized method for accomplishing long-term objectives. The template gives a clear structure for multi-year planning with three primary row headers for “Defining Roles,” “Develop Action Plan,” and “Ensure Timelines,” as well as three columns for each year.

A specific space is allotted for each year under each heading, which enables a thorough explanation of the duties, obligations, and deadlines. This aesthetically pleasing presentation template offers a methodical summary of role descriptions, action plans, and schedule management for the three years, making thorough planning and execution easier. Organizations looking to match their goals over time with a systematic, phased strategy will find it to be an important resource.

Action Plan Deck PowerPoint Template:

The “Action Plan Deck PowerPoint Template” is an adaptable and dynamic tool to enhance business performance. The template focuses on distribution, productivity, and production as areas that require development. It was created with adaptability in mind, making it simple to modify to suit various corporate requirements.

There are columns in the template labeled “Proposed Solutions,” “Action Items,” “Deadline,” and “Status.” This structure guarantees that performance issues are handled in an orderly manner. This easy-to-use PowerPoint template is perfect for delivering an extensive action plan for corporate performance, promoting efficient communication, and producing measurable outcomes.

3-Year Action Plan PowerPoint Template (Option 2):

The “3-Year Action Plan PowerPoint Template” aims to help with long-term planning for a maximum of three years. This template offers an organized structure for defining responsibilities, creating action plans, and guaranteeing deadlines within the given time range. Users can specify roles and duties, action plans, and deadlines for each year in its aesthetically pleasing and well-organized layout.

A thorough three-year action plan can be presented and communicated easily thanks to the user-friendly design, which also serves as a road map for accomplishing organizational objectives. Businesses looking for a concise and eye-catching method to explain and carry out their strategic initiatives over time will find great value in this template.

Tips on how to write an action plan that’s effective

Now that you know how to create an action plan, here are some tips that are useful for making your action plan more effective:

• Collaborate with experts and team members to enhance project insights, fostering team development and effective communication.
• Develop a comprehensive schedule to ensure the timely completion of tasks and milestones, which is crucial for project success.
• Emphasize clear communication to establish a solid strategy, allowing seamless information flow across project sectors.
• Mark tasks as completed to track progress, boost team morale, and maintain motivation for project completion.
• Streamline planning by creating a template action plan, saving time and effort for various projects with similar goals.
• Utilize project management tools like Monday.com , ClickUp, or Wrike to create action plans efficiently and monitor team performance and project status.

An action plan is a strategic roadmap that connects goals and realities. It is more than just a list of tasks to be completed. This extensive blog has walked you through the goal, the best times to accomplish things, the essential elements, and real-world examples of action plans in various domains. Following the tips in this article, you can quickly learn how to write an action plan.

However, just reading the tips and setting goals is not enough; each stage must be carefully planned so that the final products meet the project’s overall objectives. Recall that achieving success involves more than simply setting goals; it also entails choosing the best path to get there. SlideUpLift offers one of the best action plan templates for you to choose from to help you make effective action plans with ease, so check it out.

An action plan is a detailed roadmap outlining specific steps and tasks to achieve a particular goal.

How to write an action plan?

To answer your question on how to write an action plan, here are a few brief pointers: You create an action plan by defining clear objectives, 1. Outlining important tasks, 2. Assigning responsibilities to particular individuals, 3. Setting clear timelines, and 4. Regularly reviewing the progress.

Where to find the best action plan templates?

You can find the best Action Plan templates on SlideUpLift. We offer both free and paid action plan templates with pre-made elements to help ease your job. Starting from work action plan templates to goal action plan templates we have everything you need catering to various domains.

How to write an action plan using SlideUpLift's templates?

Here is how to write an action plan using SlideUpLift’s templates: You can use SlideUpLift’s user-friendly templates to create an action plan by selecting a suitable design, customizing it with specific goals and tasks, and incorporating visual elements for clarity. All this can be done by going to our website, registering yourself, and downloading the template you like!

Here is how to present an action plan effectively: Start by providing context, outlining key tasks, and sharing timelines. Don’t forget to address potential challenges and seek feedback for improvement.

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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.
• 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.
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