Templates / Action Plan / What to include
Action Plan guide

What to include in an action plan

The parts that turn a goal into a plan people can actually execute.

The building blocks

  • Goal — specific and measurable.
  • Steps — the actions, in order.
  • Owners — one accountable person per step.
  • Dates — start and due for each step.
  • Success metrics — how you'll know it worked.
  • Risks — what could derail it, and the backup.

Keep it executable

If a step can't be assigned and dated, it's not a step yet — break it down. The action plan maker structures this for you.

Start from an action plan template

Onboarding Overhaul Plan template
Onboarding Overhaul Plan
Market Expansion Plan template
Market Expansion Plan
Product Roadmap Sprint Plan template
Product Roadmap Sprint Plan