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.