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.
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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.
Stakeholder Mapping Template
Works best for:
Business Management, Mapping, Workflows
A stakeholder map is a type of analysis that allows you to group people by their power and interest. Use this template to organize all of the people who have an interest in your product, project, or idea in a single visual space. This allows you to easily see who can influence your project, and how each person is related to the other. Widely used in project management, stakeholder mapping is typically performed at the beginning of a project. Doing stakeholder mapping early on will help prevent miscommunication, ensure all groups are aligned on the objectives and set expectations about outcomes and results.
Retrospective
Works best for:
Retrospective, Agile Methodology, Meetings
The Retrospective template offers a versatile and adaptable framework for teams to reflect on their performance and processes. It provides elements for sharing feedback, identifying lessons learned, and brainstorming improvements. This template enables teams to foster open communication, identify opportunities for growth, and enhance collaboration. By promoting reflection and transparency, the Retrospective empowers teams to continuously learn and evolve, driving greater efficiency and effectiveness in their work.
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.
PI Planning Template
Works best for:
Agile Methodology, Strategic Planning, Software Development
PI planning stands for “program increment planning.” Part of a Scaled Agile Framework (SAFe), PI Planning helps teams strategize toward a shared vision. In a typical PI planning session, teams get together to review a program backlog, align cross-functionally, and decide on the next steps. Many teams carry out a PI planning event every 8 to 12 weeks, but you can customize your planning schedule to fit your needs. Use PI planning to break down features, identify risks, find dependencies, and decide which stories you’re going to develop.
SAFe Roam Board
Works best for:
Agile Methodology, Operations, Agile Workflows
A SAFe ROAM Board is a framework for making risks visible. It gives you and your team a shared space to notice and highlight risks, so they don’t get ignored. The ROAM Board helps everyone consider the likelihood and impact of risks, and decide which risks are low priority versus high priority. The underlying principles of SAFe (Scaled Agile Framework) are: drive cost-effective solutions, apply systems thinking, assume that things will change, build incrementally, base milestones on evaluating working systems, and visualize and limit works in progress.
Team Charter Template
Works best for:
Meetings, Workshops, Team Meetings
A team charter is a document that outlines your team’s purpose and objectives, as well as steps you will take to reach your goals. The team charter illustrates the focus and direction for all team members. When created collaboratively, the team charter is a great way for individuals to feel even more connected to one another within the group. A team charter template is useful when you’re first establishing a new team, adding new members to an existing team, or when you need to better align regardless of your team’s tenure.