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.
Technology Product Canvas Template
Works best for:
Product Management, Roadmaps, Meetings
Originally created by Prem Sundaram, the Technology Product Canvas allows product and engineering teams to achieve alignment about their shared roadmap. The canvas combines agile methodologies with UX principles to help validate product solutions. Each team states and visualizes both product and technology goals, then discusses each stage of the roadmap explicitly. This exercise ensures the teams are in sync and everyone leaves with clear expectations and direction. By going through the process of creating a Technology Product Canvas, you can start managing alignment between the teams -- in under an hour.
Project Scope Template
Works best for:
Project Management, Decision Making, Project Planning
A project scope helps you plan and confirm your project’s goals, deliverables, features, functions, tasks, costs, and deadlines. A project manager and team should develop a project scope as early as possible, as it will directly influence both the schedule and cost of a project as it progresses. Though project scopes will vary depending on your team and objectives, they generally include goals, requirements, major deliverables, assumptions, and constraints. Aim to include the whole team when you create a project scope to ensure everyone is aligned on responsibilities and deadlines.
Ansoff Matrix Template
Works best for:
Leadership, Operations, Strategic Planning
Keep growing. Keep scaling. Keep finding those new opportunities in new markets—and creative new ways to reach customers there. Sound like your approach? Then this template might be a great fit. An Ansoff Matrix (aka, a product or market expansion grid) is broken into four potential growth strategies: Market Penetration, Market Development, Product Development, and Diversification. When you go through each section with your team, you’ll get a clear view of your options going forward and the potential risks and rewards of each.
Features Audit Template
Works best for:
Desk Research, Product Management, User Experience
Add new features or improve existing features—those are the two paths toward improving a product. But which should you take? A features audit will help you decide. This easy, powerful product management tool will give you a way to examine all of your features, then gather research and have detailed discussions about the ones that simply aren’t working. Then you can decide if you should increase those features’ visibility or the frequency with which it’s used—or if you should remove it altogether.
5S Template
Works best for:
Strategy and Planning, Productivity
The 5S Template offers a systematic framework based on the renowned 5S methodology: Sort, Set in order, Shine, Standardize, and Sustain. Originally derived from Japanese manufacturing practices, this template provides clear directions to help teams optimize workspaces. A standout benefit of using this template is its capacity to drastically improve efficiency. Every resource and tool is positioned for maximum productivity by guiding users through decluttering and organizing, reducing time wastage, and enhancing overall workflow.
Example Mapping Template
Works best for:
Product Management, Mapping, Diagrams
To update your product in valuable ways—to recognize problem areas, add features, and make needed improvements—you have to walk in your users’ shoes. Example mapping (or user story mapping) can give you that perspective by helping cross-functional teams identify how users behave in different situations. These user stories are ideal for helping organizations form a development plan for Sprint planning or define the minimum amount of features needed to be valuable to customers.