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.

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.

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

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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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