Skip to Content

Organizational Excellence

Action Plan

When you're thinking through and coordinating the multiple activities of multiple people, an action plan is a simple way to ensure that everyone knows what to do and when to do it. It's basically a list – but a very important one! It puts important information in one place so that all the players are on the same page.


Step by step:

1. List the tasks: Write down all the tasks that need to be carried out as part of the plan.

2. Prioritize: Decide which tasks are most important or urgent. List them in the order you need to complete them.

3. Assign: Determine who will be responsible for each task or step.

4. Set time frames: Create a sequential schedule or timeline outlining when each task will begin and be completed.

5. Put it to work: Regularly review your action plan to know what needs to be done and when, to monitor progress, and to make adjustments as needed.

6. Review and adjust: Periodically review the action plan, evaluate progress, and make necessary adjustments to stay on track.


Note: A Gantt chart is a form of action plan, but it also serves as a visual tool – it shows the tasks on a timeline, which makes it easier to see when certain activities are unfolding at the same time, or when task need to be completed before other activities can begin.

For virtual meetings  Here are tips for using this tool in an online meeting:

• Use a shared spreadsheet to capture plans as they're discussed.
• Have the spreadsheet formatted and ready to go beforehand.

Organizational Excellence


Challenge the conventional. Create the exceptional. No Limits.

©