Action Plan Template (MS Word+ 7 Excels)

Use this Action Plan template to identify what you plan to accomplish in your business, what you need to prioritize, and how you will share these objectives. This Action Plan template pack includes a 14 page Word template and 7 Excel spreadsheets to organize your planning activities.

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Download Action Plan Template

MS Word Template: Blue Theme

Use this Action Plan template to:

  1. Scope the big picture – Outline what you want to accomplish with objectives, budget, time and tie each deliverable to an action step.
  2. Break out smaller tasks – Assign tasks to team members. Consider the deadlines in terms of allocating resources.
  3. Create a list of action steps – For each task, prepare a list of to-dos ranked in sequential order.
  4. Prioritize – Some steps are more important that others. Prioritize steps based on deadline, task, and the number of steps remaining.
  5. Communicate – Circulate the plan to team members that have been assigned tasks.
  6. Complete deadlines on time – Estimate when tasks will be finish based on the rate of action step completion.
  7. Track results – Evaluate performance and implement continuous monitoring procedures to ensure the project stays on track.

MS Word Template: Red Theme

The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles.

NB: Let me know if you need any help with this.

MS Word Action Plan Template

Action Plan Template Introduction

Chapter 1, Introduction

Action Plan Template Assumptions

Chapter 1, Assumptions, Constraints, Dependencies

Action Plan Template

Chapter 2, Management Structure

Action Plan Template

Chapter 3, Action Plan steps

Action Plan Template

Chapter 4, Continuous Monitoring

Action Plan Template

Chapter 5, Outcomes

Action Plan Template

Chapter 6, Project Budget

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Action Plan: 7 Free Excel Templates

5 Year Action Plan

Action item Log

Performance Indicators

Responsibility Matrix

Action Plan: Table of Contents

1 Introduction
1.1 Our Vision
1.2 Our Mission
1.3 Our Objectives
1.4 Our Strategies
1.5 Areas of Impact
1.6 Points of Contact
1.7 Assumptions
1.8 Constraints
1.9 Dependencies

2 Management Structure
2.1 Organization Chart
2.2 Roles & Responsibilities
2.3 Anticipated Change

3 Action Plan
3.1 Implications for staff involvement
3.2 Enhance practices
3.3 Evidence of success

4 Continuous Monitoring

5 Outcomes
5.1 Participant Outcomes
5.2 Organizational Outcomes
5.3 Community Outcomes

6 Project Budget

Action Plan Template Pack

The templates are in Microsoft Word and Excel and can be downloaded online for only $7.99.

The template pack includes the following documents:

2 x Action Plan Templates 14 pages Download Word template
5 Year Action Plan  1 x worksheet Download Excel template
Action Plan Log  1 x worksheet Download Excel template
Action Plan – IT Plan  1 x worksheet Download Excel template
Continuous Monitoring  1 x worksheet Download Excel template
Performance Indicator  1 x worksheet Download Excel template
Performance Measures  1 x worksheet Download Excel template
Responsibility Matrix  1 x worksheet Download Excel template

Download Now for only $7.99!

Download Templates Here

Product Specifications

File Format: The templates are in Microsoft Word  (.docx) and Excel format (.xlsx).

File Size: The Download file is 2 MBs.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

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Here is a sample list of our customers.

Technical Support

I am here to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats do the templates work in?

The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.

How do I get my templates?

After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates,

Where are my templates?

By default, when you download the files, they are saved to the Download folder on your computer.

What is the refund policy?

We offer a 60 days refund policy.

I have not received my product. Who do I contact?

Please email ivan at klariti.com or info at klariti.com or ivanawalsh at gmail.com. Please include your order number.

Help! I’ve accidentally deleted my templates!

Just drop us a line with the order number. We’ll send it out.

Why does my file say it’s corrupt?

If you open a zip file during the download, it may display an error message that the file is corrupt. What this means is that not all of the file have downloaded and therefore the system thinks its contents are corrupt. Please try to download the file again or contact us for assistance. Email us the receipt number you received from eJunkie and we’ll send you another copy.

How Do I Buy the Templates?

This page explains the order process.

It shows how to order templates, how can you pay (with PayPal or with Credit Cards), and how to download the template.

How do I Download the Templates?

After you buy the order, you’ll get an email with a link to download the templates.

If you have any problem downloading the templates, send me the order number and I will get back to you.

Please allow 12 hours for a response as our time zone may be different than yours.

How do I Pay with my Credit Card (Instead of PayPal)

This page explains how to buy templates using your credit card instead of PayPal.

Note: You do NOT need a PayPal account to place an order. You can pay for your order using your credit or debit card.

Read How to Pay with Your Credit Card (Instead of PayPal) here.

How Can I Contact You?

You can contact me at:

  • Email: ivan at klariti.com / info at klariti.com / ivanawalsh at gmail.com
  • Tel: 00.353.860.886.349
  • Facebook / Twitter

As we’re in Europe, there may be a time difference when getting back to you.

Again, if there are any problems, just let me know.

Regards,

Ivan Walsh