How to Structure a Small Business Action Plan (Excel templates)

5 Year Action Plan

[Learn more about these MS Word and Excel templates here]

Want to create an action plan for your business? Looking sample guidelines?

You can use these guidelines to create a MS Word template to convert your business goals, plans, and ideas into an effective Action Plan.

Remember, the best way to write these documents is to make it simple and easy for others to use, especially for Marketing activities.

Action Plan: Definition

Let’s say you decide to start a new business, go to college, or setup a new marketing campaign. You know what you want do but you’re not sure how to get there. This is where you benefit from using an Action Plan.

Definition: A series of activities that must be performed for a plan to succeed.

In other words, you’re going to identify all the key tasks you need to perform to reach this goal, and then put a plan in place that lets you accomplish this as effectively as possible.

Next, let’s look at the structure.

Action Plan: Structure

Your Action Plan will have three parts:

  1. Tasks – this identifies what will be done and by whom.
  2. Time – this shows when these tasks will be done and in what sequence
  3. Resource – this identifies what people, funds and tools are needed for specific activities.

Next, let’s look at how to format the Microsoft Word template.

[Learn more about these MS Word and Excel templates here]

Action Plan: How to Format

If you’re using MS Word to create your Action Plan template, then use the following guidelines to format, style, and develop the content.

Create a Table of Contents that covers the following topics:

1 Introduction

1.1 Vision

1.2 Mission

1.3 Objectives

1.4 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

You may not need all these sections for your plan, so modify the sections that suit you best.

Download Now for only $7.99!

Download Action Plan Template

[Learn more about these MS Word and Excel templates here]

Next Steps

Remember to add a Document History section to the cover sheet, so you can track all the changes made to the document. This makes sure there is one master copy in circulation and reduces any confusion that might exist otherwise.

Next week, we will look at a Sample Action Plan and the mistakes to avoid when getting started.

Thousands of templates to jump start your project

Acceptance Test Plan

Contingency Plan

Software Development Templates

Acquisition Plan

Conversion Plan

Software Requirements Specification

Action Plan

Cost Benefit Analysis

Software Testing

API Documentation

Database Design

Standard Operating Procedures (SOP)

Audience Analysis

Datasheet

Statement of Work

Availability Plan

Deployment Plan

System Administration Guide

Bill of Materials

Design Document

System Boundary

Business Case

Disaster Recovery Plan

System Design Document

Business Continuity

Disposition Plan

System Specifications

Business Plan

Documentation Plan

Technical Writing Templates

Business Process

Employee Handbook

Test Plan

Business Requirements

Error Message Guide

Training Plan

Business Rules

Expression of Interest

Transition Plan

Capacity Plan

Fact Sheet

Troubleshooting Guide

Case Study

Feasibility Study

Use Case

Change Management Plan

Functional Requirements

User Guide

Communication Plan

Grant Proposal

Verification and Validation Plan

Concept of Operations

Implementation Plan

White Papers

Concept Proposal

Installation Plan

Work Instructions

Configuration Management Plan

Interface Control Document

Software Development Templates

Acceptance Test Plan

Maintenance Plan

Software Requirements Specification

Acquisition Plan

Market Research

Software Testing

Action Plan

Marketing Plan

Standard Operating Procedures (SOP)

API Documentation

Needs Statement

Statement of Work

Audience Analysis

Operations Guide

System Administration Guide

Availability Plan

Policy Manual

System Boundary

Bill of Materials

Project Plan

System Design Document

Business Case

Proposal Manager Templates

System Specifications

Business Continuity

Proposal Template

Technical Writing Templates

Business Plan

Quality Assurance Plan

Test Plan

Business Process

Release Notes

Training Plan

Business Requirements

Request for Proposal

Transition Plan

Business Rules

Risk Management Plan

Troubleshooting Guide

Capacity Plan

Scope of Work

Use Case

Case Study

Security Plan

User Guide

Change Management Plan

Service Level Agreement (SLA)

Verification and Validation Plan

Communication Plan

Setup Guide

White Papers

Concept of Operations

Social Media Policy

Work Instructions

Concept Proposal

Contingency Plan

 

Configuration Management Plan

Conversion Plan

 

 

Want More Writing Tactics?

Over 127,000 readers rely on Klariti every month. Sign up now for Ivan’s fresh writing strategies, practical advice, and resources delivered to your inbox each week.