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How To Present an Action Plan

Creating a plan of action helps managers and executives implement their vision. Turn it into reality efficiently and with accountability of the involved stakeholders.

What is an Action Plan?

According to Wikipedia , an Action Plan is a list, with a sequence of tasks and resources, which outlines needed actions and when they need to be carried out, to achieve predefined goals. Action Plans are a very popular management tool within professional organizations. They are extensively used during strategic planning for their simplicity and effectiveness in a reality check.

Benefits of Creating an Action Plan

Action plans are very useful for communicating strategies and establish a clear direction. They provide visibility of objectives and the steps required to make them tangible, concrete. A plan of action breaks down the entire vision into achievable pieces that are manageable and executable. During this process, executives are able to visualize the strategy into smaller chunks and identify during this planning phase if they are realistic enough or if there exist constraints that can disqualify them before even creating projects or initiatives. Generally, Action Plans evolve into Plans which will provide detailed description of tasks, resources, timelines and their preconditions, and can then be monitored during execution.

Key Elements of an Action Plan

Action Plans can differ in structure depending on the area of application or planning practices. Most of them share the following six main components.

1. Describe Your Objectives

Start by defining and describing the objectives you’re trying to achieve. There may be one overarching goal for your strategy, or there may be various. This is an integral part of goals based strategic planning . Break down the vision into objectives and move into the next steps. The objective should be clear and self-explanatory. You can start with a one-liner and iterate drill-downs into more detail.

2. Break Down Tasks and Steps

Break down your objectives into tasks. Visualize the steps that need to be done in order to achieve the goal. Depending on how large the objective is, you may need to break it down into categories or phases, before listing the steps needed. Be exhaustive with this list in order to avoid any unforeseen hurdles in the process.

3. Assign People Responsible

Specify who or what team will be in charge of performing each of the tasks and steps previously listed.

4. Establish Deadlines and Milestones

Make sure you specify when each of the previous tasks should be completed, taking into account review and rework time. If you’ve broken down your action plan into phases, then establish the milestones at each phase in your plan of action. Make sure to determine precedence and preconditions to identify bottlenecks.

5. Anticipate Needed Resources

Visualize what people and resources you will need to get each of the tasks completed? Reasoning about resources is critical to understand the size and dimensions of the endeavor. This step is critical for a reality check.

6. Plan Progress Metrics

No plan is complete until progress and achievement indicators are defined. Individual tasks, milestones, and overall objectives will have their own ways to measure progress and completion. Establish this from the beginning to be able to carry out the appropriate monitoring and control.

How to Make Sure Your Action Plan is Effective

Visualize your action plan.

We can’t stress enough how important it is to have a visual form of your action plan. It will give you an idea of where to go and what your goal is. If you can see it in front of you, it’s easier to follow. Try using action plan PowerPoint templates to make this visualization process all the more easier (and probably more attractive).

Write SMART Goals

SMART stands for specific, measurable, achievable, realistic, and timely. As long as you set your SMART Goals with these key points in consideration, you will be able to reach your objective more effectively. Apart from the SMART Goals method, you can use the OKR framework (Objectives Key Results) to add another level of formality to your objective-setting process. Finally, every goal should pass the “reality check” reasoning. You can read further how to apply critical thinking goals .

Involve the Whole Team in the Planning

Making the best action plan isn’t just the job of managers and executives. The whole team should be involved. Everyone needs to know what their specific roles and responsibilities will be. Teams and individuals need to sign off and accept the tasks and their timeline. If any of the planned activities is at risk of completion, this should be identified and analyzed as soon as possible.

Know Each Step In-Depth

You need to know which tasks are more essential than others, which tasks depend on others being done first, and which are more flexible. This means adding your tasks into a detailed plan. Identify duration, precedence and resources involved.

Break Your Project into Milestones

Milestones are checkpoints during which management and team review what has been worked on and what is done already. These are like small goals you want to reach on your way to the larger objective. It is an essential part of monitoring activities. Make sure milestones are clear and associated with a deliverable.

Go Over the Action Plan (With Others)

Take this space as an opportunity to bring in other people and hear their opinions on the feasibility of your steps, deadlines, roles, and milestones. Make sure your action plan can be easily tracked, is comprehensive, and is accessible to everyone involved, from team members to stakeholders. Everyone should be able to understand what it is and where you are on the project.

Monitor, Measure, and Update as You Go

This might be the most important step in making sure your action plan is effective. You’ll need to be constantly following up on the tasks, checking in with the players, and adjusting when needed. Monitoring should be objective. This means a clear KPI should be used for this purpose. You can start with the basics as “progress of completion” over time, but depending on the level of sophistication, you can include more complex KPIs as budget burn down or risks related KPI’s.

How to Present Your Action Plan?

Presenting an action plan to an audience is a common task in all types of organizations. In every endeavor someone needs to approve the initiative, be it to get it funded or to approve the team’s efforts. Also people need to be notified about the action plan in order to understand its scope and how they are involved, or if any of the planned tasks will affect in any way. There is a difference between the steps involved in writing an action plan (as described above) and the required steps to present the action plan. Mainly because the purposes are different. The creation of an action plan is a planning activity. In this case, the people involved are picturing objectives and how they materialize through actions.

On the other hand, presenting an action plan is a communication activity. The presenter/s needs to clearly transmit the objectives of the action plan, list the high level tasks involved and be able to communicate which were the facts evaluated, during the planning process. Decisions made to reach the plan are also important as they distill the reasoning behind the plan.

As general guidance, we suggest following presentation best practices. Check our guides on how to make a presentation , how to start a presentation and how to craft a strategy presentation .

In the next section, we break down the suggestions in three, based on the objective of the presentation; Persuade, Inform, Monitor & Control.

Present Your Action Plan to Persuade

If you want to persuade an educated audience to approve your action plan, there are three items you will need to highlight:

Achieving the action plan objectives needs to provide a benefit to the audience. Make sure your message is clear. Highlight how the objectives solve an existing problem/pain or how they materialize items of the organization strategy.

Implementation of the Vision

After you present the benefits, you need to communicate how it was planned to achieve them. Ideally a high level roadmap should be presented, in order to allow the audience to divide the solution in smaller pieces and picture the sequence of events.

Return of Investment

The action plan has costs and resources associated. Instead of deliberately explaining the costs of execution, adapt the message monetizing the benefits and contrasting them against the costs. This should be a positive percentage of increase over the investment. Show how this return is evaluated and which time frame covers it. Finally, contrast the return against the option of not doing . This generally settles the idea in the audience and triggers acceptance subconsciously.

Persuading is generally conceived more as an art rather than a science. But science has progressed a lot in this field and there are several frameworks and techniques you can apply. Check out our guide on how to deliver a persuasive speech , or one of our favorite frameworks, the rhetorical triangle .

Present your action plan to Inform

Presenting an action plan to inform is a common task in organizations. Be it before or after approval, informing the stakeholders about the action plan, will align expectations and will help gaining traction within the involved teams or individuals.

The Action Plan presentation will need to focus on two areas, purpose and activities.

To resonate with the audience, it is essential to inform how the action plan will help achieve goals that have a purpose. The message should be crafted in a way that connects with the audience and triggers interest. Empathy is crucial. Fulfilling a purpose is always more powerful as a goal rather than other concepts such as “making more money”. To achieve this, connect the goals and tasks with the strategic vision they are trying to materialize.

As an example, you can think of an organization that sells auto parts. One of the action plan objectives is to produce cheaper parts without compromising quality. The presenter can inform the audience about this objective with an associated purpose like investing more in reducing emissions (which is a concept extracted from the strategy).

Execution of any plan is crucial. Before the endeavor starts, it is necessary to inform everyone involved about their responsibility in the plan, with which resources they will count on, the expected timeline and the relationship between tasks and resources.

Every activity should answer one of the following questions:

• Why is the activity part of the plan?
• Where should the activity happen?
• Who (team or individual) is responsible for carrying out the activity and knowing about it?
• What resources are planned to consume during the activity.?
• When should the activity start and end?
• How will the activity be carried out?

These questions (also known as the 5W1H framework ) will help you drill down the action plan and inform appropriately.

Present your plan for Monitoring and Control

All plans are created to follow and evolve. Once the action plan is converted into a project or program, execution starts, and the management practices too. Management will define regular checkpoints for evaluating the current progress of the activities, resource consumption and achieved goals.

During monitoring and control presentations, the presenter should communicate a simple concept. Current status, versus previous status versus planned status at this point. In this way, the audience will be able to understand where the tasks are at the present time, which was the evolution compared to the previous meeting, and which is the deviation compared to the planned status at this point.

After this presentation, a new set of activities will be planned according to deviations and achievements, and the plan will be updated for future analysis.

Free Action Plan Template

Put all your theoretical knowledge into practice and develop your Action Plan with our free template. Thanks to our Action Plan Template you will be able to develop each of the objectives of your project and break down each of its tasks, assigning responsibilities, deadlines and priorities. This action plan presentation template will allow you to organize your teamwork, and optimize time and effort.

Remember: Action Plans Are Not Set in Stone

Action plans are supposed to help organize strategy vision implementations from the beginning, as well as monitor progress throughout. Sticking to the plan is a laudable feat, but not the only endgame. As the initiative takes on its own life, you’ll find tasks you hadn’t anticipated, issues that keep people from delivering as you’d hoped, and many other barriers to success.

However, that shouldn’t faze you. Use your action plan as a guide, but be prepared to problem solve and do what it takes to get your project done. If you get it done on the deadline you’d established in the beginning, then give yourself a mighty pat on the back. And if you don’t… You can be sure you’ll have learned many valuable things for the next time you start a new project and create a brand new action plan.

1. Action Plan PowerPoint Diagram

The Action Plan PowerPoint Diagram is designed for Consultants, Managers, or executives in the path of deploying action planning in an organization. The template enumerates the six necessary elements of every action plan. It uses a modern PowerPoint diagram with custom-made PowerPoint icons. Presenters can use these visual metaphors later in any presentation related to the topic, creating a cohesive theme.

Use This Template

2. Goals Based Strategic Planning PowerPoint Templates

Action Plans are created through different Corporate Planning Activities. For example, when applying a Goals-Based Strategy, executives need to write the action plan to execute and target the specified goals. In the Goals Based Strategic Planning PowerPoint Template, there is a specific slide where the action plan is summarized according to the goals created to follow the corporate strategy.

3. Action Plan Slide Template for PowerPoint

The Action Plan Slide Template for PowerPoint is a simple and useful One Pager to write an action plan. Its design seeks to establish a primary objective and break it down into different vital areas and steps to monitor and control its execution. This presentation is a minimalistic approach to Action Planning. The user can display a simple plan and describe each of its steps in detail.

4. Action Priority Matrix PowerPoint Template

The Action Priority Matrix is a management tool designed to prioritize Actions. Based on this concept, the Action Priority Matrix PowerPoint Template provides a visually appealing representation of the matrix that can explain the different prioritization decisions made during the Action Planning process and why specific actions were prioritized or discarded.

5. Project Work Plan Template

The Project Work Plan Template provides a simple layout for a manager when generating and presenting an Action Plan. This work plan template , compatible with PowerPoint and Google Slides, allows establishing an estimated work time, main objectives, the estimated budget, and which team will be responsible for carrying out the tasks. It also allows setting the different phases and milestones of the action plan.

6. 30-60-90 Day Plan Slides for PowerPoint

The 30 60 90 Day Plan is a valuable presentation for new managers and executives of a company, seeking to generate and present an action plan with clear objectives and an estimated time of 3 months. This presentation allows establishing the key areas to work on and the tasks for each of the three months and selecting the different KPIs to measure the success of the actions to be taken.

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Action Plan

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How do you quickly accomplish your top goals? You need an action plan. A lack of execution can cost CEOs their jobs. In 2000 alone, over 40 CEOs from the top 200 companies on the Fortune 500 list were removed by their board because they could not execute what they had committed to do. 20% of the top business leaders in America lost their jobs only because they failed to master the art of execution.

5 questions and answers

Can you provide an example of a Fortune 500 company that suffered due to lack of execution?

One example is the case of Kodak. Despite being a Fortune 500 company and a pioneer in the photography industry, Kodak failed to execute the transition to digital photography. This lack of execution led to a significant decline in their market share and eventually, they filed for bankruptcy in 2012.

How can an action plan be adapted to changing conditions in a business?

An action plan can be adapted to changing conditions in a business by incorporating flexibility into the plan. This can be achieved by setting realistic and adjustable goals, regularly reviewing and updating the plan based on current business conditions, and encouraging feedback from team members. It's also important to have contingency plans in place to handle unexpected situations. Remember, a good action plan is not set in stone but is a dynamic document that evolves with the business.

What is the impact of poor execution on a CEO's job security?

Poor execution can have a significant impact on a CEO's job security. If a CEO fails to deliver on their commitments or achieve the set goals, it can lead to their removal from the position. For instance, in the year 2000, over 40 CEOs from the top 200 companies on the Fortune 500 list were removed by their board due to their inability to execute what they had committed to do. This indicates that around 20% of the top business leaders in America lost their jobs solely because they failed to master the art of execution.

Below, we share some of the top advice to build an action plan, the importance of action plans, how you can jumpstart your business with your own action plan, and how to use a fully customizable Action Plan we created to get started. If you want to go straight to the resource, scroll below to the explainer section.

How can an action plan be adapted to changing conditions in any industry?

An action plan can be adapted to changing conditions in any industry by incorporating flexibility into the plan. This can be achieved by setting up a monitoring system to track the progress and effectiveness of the plan. Regular reviews should be conducted to assess the relevance of the plan in the current business environment. If necessary, adjustments should be made to the plan to align it with the changing conditions. It's also important to communicate any changes to the team and stakeholders to ensure everyone is on the same page.

What is the significance of having a fully customizable action plan?

Having a fully customizable action plan is significant because it allows for flexibility and adaptability in managing projects. It enables you to tailor the plan according to the unique needs and changing conditions of your projects. This way, you can set specific goals, communicate plans effectively to your team, and make necessary adjustments as circumstances change.

Can you provide an example of how a business can be jumpstarted with an action plan?

An example of how a business can be jumpstarted with an action plan could be a startup launching a new product. The action plan might include steps like: 1) Conducting market research to understand customer needs. 2) Developing a prototype based on this research. 3) Testing the prototype with a small group of customers. 4) Refining the product based on feedback. 5) Planning a marketing campaign to promote the product. 6) Launching the product. 7) Gathering customer feedback and making necessary adjustments. This action plan provides a clear roadmap for the business to follow, helping it to stay focused and organized, which can lead to successful product launch.

Top action plan advice

Why do so many plans fail? Bill Gates notes that people often confuse "mission", which is directional, with "objectives", which are a set of concrete steps they actually engage in. He said, "Having a good mission is not enough. You need a concrete objective, and you need to know how you're going to get there." Action Plans do just that: they help employees focus on the bigger mission, but they also provide a set of concrete, specific goals for them to succeed.

How can an Action Plan be adapted to changing conditions in any industry?

An Action Plan can be adapted to changing conditions in any industry by incorporating flexibility and regular review into the plan. It's important to set clear, measurable goals but also to understand that these goals may need to be adjusted as circumstances change. Regularly reviewing the plan and making necessary adjustments ensures that it remains relevant and effective. Additionally, involving team members in the review process can provide valuable insights and foster a sense of ownership and commitment to the plan.

What are the benefits of having a concrete objective in an Action Plan?

Having a concrete objective in an Action Plan is beneficial as it provides a clear direction and specific goals for employees to achieve. It helps them focus on the bigger mission while also giving them a set of concrete steps to follow. This can lead to increased productivity and efficiency, as employees know exactly what they need to do and can plan their work accordingly. Furthermore, it can also improve communication and collaboration within the team, as everyone is working towards the same objective.

Why is having a good mission not enough according to Bill Gates?

According to Bill Gates, having a good mission is not enough because it only provides a direction. To make progress and achieve success, it's crucial to have a concrete objective and a clear understanding of the steps needed to reach that objective. A mission can guide and inspire, but without specific goals and a plan for achieving them, it's difficult to translate that mission into action.

However, the best-laid plans are often the simplest. Jason Fried and David Heinemeier Hannson, founders of software company 37signals, use a thick marker when they brainstorm ideas and objectives because it limits room and forces them to keep it simple. Employees need a small number of simple priorities to execute well. Without carefully thought-out priorities, people can get caught up in endless conflicts. Your plan of action is created through hundreds of everyday decisions about how you spend your time, energy, money, and attention. Unless you manage priorities mindfully, your time and energy will be consumed in firefighting only the most urgent priorities.

What is the role of simplicity in creating an effective action plan?

Simplicity plays a crucial role in creating an effective action plan. It helps in setting clear and concise goals which are easy to understand and execute. A simple action plan reduces complexity and confusion, thereby enabling team members to focus on their tasks effectively. It also aids in better communication of the plan to the team and collaborators. Furthermore, a simple plan is more adaptable to changing conditions. In essence, simplicity in an action plan can lead to improved productivity and successful achievement of goals.

How can an action plan help in resolving conflicts within a team?

An action plan can help in resolving conflicts within a team by providing a clear roadmap of tasks, responsibilities, and objectives. It helps in setting priorities and aligning team members towards common goals, thereby reducing the chances of conflicts arising from misunderstandings or miscommunications. It also provides a framework for decision-making, which can help in resolving conflicts when they do arise. By having a well-defined action plan, team members can focus on their tasks and objectives, reducing the likelihood of conflicts.

What are the potential consequences of not managing priorities mindfully in an action plan?

Not managing priorities mindfully in an action plan can lead to several negative consequences. Firstly, it can result in a lack of focus and direction, as without clear priorities, it's easy to get caught up in less important tasks. This can lead to inefficiency and wasted resources. Secondly, it can cause stress and burnout, as constantly firefighting urgent issues can be exhausting and demoralizing. Lastly, it can negatively impact the overall success of the project, as important tasks may be overlooked or not given the attention they require.

The importance of action plans

An action plan is an overview of the goals you've set for your business and the specific actions you will take to achieve them. It can simplify complex programs and projects and help you manage your time effectively and be more productive in pursuit of those goals. Action plans ensure people understand organizational priorities, assign tasks, follow up, and promote and reward people who execute.

What are the key elements of an effective action plan?

The key elements of an effective action plan include clear and measurable goals, specific actions to achieve these goals, assignment of tasks to individuals or teams, a timeline for each action, and a follow-up mechanism to track progress and make necessary adjustments. It's also important to have a system for recognizing and rewarding those who execute the plan effectively.

How does an action plan help in promoting and rewarding people who execute?

An action plan helps in promoting and rewarding people who execute by providing a clear roadmap of what needs to be achieved. It assigns specific tasks to individuals, ensuring everyone knows their responsibilities. This allows for easy tracking of performance and accomplishments. When individuals meet or exceed their assigned tasks, they can be recognized and rewarded accordingly. This not only motivates the employees but also promotes a culture of accountability and productivity within the organization.

Can you provide an example of how an action plan simplifies complex projects?

An action plan simplifies complex projects by breaking down the overall goals into manageable tasks. For instance, if you're launching a new product, the action plan might include steps like market research, product development, marketing strategy, and distribution plan. Each of these steps can be further broken down into smaller tasks. This way, instead of being overwhelmed by the enormity of the project, the team can focus on one task at a time, making the project more manageable and less daunting. It also ensures that everyone knows their responsibilities and deadlines, which improves efficiency and productivity.

Flawed goal-setting can lead to disastrous consequences. For example, Wells Fargo's ruthless one-dimensional focus on sales targets led to branch managers feeling pressured to open millions of fraudulent accounts. The consumer banking scandal that followed may have damaged the Wells Fargo brand beyond repair. Every company should have clear, achievable goals , and also clear ways to measure the success of those goals.

Intuit Chief Information Officer Atticus Tysen says the key for Intuit to succeed was for all success metrics to be visible throughout the company. For those working outside headquarters, visible metrics ended the mystery of what was happening back at HQ, making the company more cohesive.

Your action plan for improving your career or personal life can be framed as a resource allocation problem. You have limited time, energy, wealth and talent to grow, and people ask for your time and energy every day. To make sure you are headed in the direction you want, watch where your resources flow. If they don't support your bigger mission, it means you are not implementing your strategy at all. Human brains are hardwired to appreciate challenges but to avoid those that are too difficult. This means that people will get bored of tasks that are too easy and give up on tasks that are too hard. Therefore, it's optimal to form plans based on tasks in the "Goldilocks zone" of difficulty that is just manageable. To make the process enjoyable and repeatable, assign a balanced mix of low-effort and high-effort tasks.

Build your own action plan

So how can you set goals to help manage time and communicate plans to your employees effectively? Develop an action plan that's unique to your business and adaptable to changing conditions. Our Action Plan collection, which you can download and customize for any industry, provides detailed slides with the top Action Plan tools, such as the FMEA Action Priority, Improvement Action Plan, Action Priority Matrix, SMART Action Plan Tree Diagram, and more. Check out the explainer below to learn more.

Tool highlights

Action plan.

The collection starts with a detailed action plan that includes action items with their assigned owner and priority level. On the left, write a description of the action items and give them each a LMH (low, medium, or high) action priority level. This is useful to delegate tasks across an entire team or company. To make it personal, simply delete the "Owner" column. The status column is used to check in on the progression of each action item and prioritize what needs more attention. (Slide 3)

FMEA action priority

The FMEA framework, also known as Failure Mode Effects Analysis, is another way to prioritize action items based on problems that need to be solved. It takes into account the impact, severity, and likelihood of risks. Classify and prioritize failures and their impact to structure action plans according to the highest-risk factors. AP stands for the Action Priority level, while RPN stands for the Risk Priority Number. Use these columns to measure the impact of each problem that needs to be resolved. Additionally, teams can use this tool to identify the causes of failures to avoid them in the future. (Slide 13)

Action priority matrix

The Action Priority Matrix lays out tasks according to their effort level. Tasks that can be done with low effort can still have a substantial impact on outcomes. Therefore, try to prioritize low-effort and high-impact actions first. Try to avoid the lower right, which is high-effort and low-impact tasks. The table on the right lists each of these tasks, and users can choose to complete either one first. (Slide 16)

Improvement action plan

Instead of a list of specific actions, the Improvement Action Plan zooms out to see expected outcomes. List issues at the top, and activities to improve them below. Divide improvement activities into now, next, or soon depending on their priority level. Include the resources that will be needed to make the improvements happen and reach desired outcomes. (Slide 23)

Smart action plan tree diagram

The SMART diagram sets clear goals. Every goal should be Specific, Measurable, Attainable, Realistic, and Timely. Goals are the foundation of any action plan, so it's important to make sure they aren't too abstract, and that there are specific indicators to help you achieve your target. The diagram becomes more specific from left to right, asking clear questions about the goal that are solidified on the right side. (Slide 25)

To develop an effective, goal-oriented action plan for your business, download and customize this Action Plan presentation to save time and hours of work as you map out your next move to reach your goals. For more like this, check out our explainer on Strategic Roadmap to learn how to generate achievable goals true to your company's vision and save hours of work with our fully customizable presentation template.

30-60-90 Day Plan

Task tracker, smart goals, atomic habits.

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Blog What is an Action Plan & How to Write One [With Examples]

What is an Action Plan & How to Write One [With Examples]

Written by: Danesh Ramuthi Oct 26, 2023

An action plan is a meticulously structured strategy that pinpoints specific steps, tasks and resources vital to turning a goal into reality. It is extremely useful in any project management. 

Crafting an action plan is like plotting a route for a cross-country journey. It’s the strategic map that outlines every step, decision and pitstop needed to reach your ultimate destination.

With a well-thought-out action plan, you’re not just shooting in the dark; you’re making informed, purposeful strides towards your goals. Dive deep with our guide and witness real-world examples that will inspire and guide you.

Need a tool to kickstart your planning? Try out the Venngage business plan maker and explore their extensive collection of action plan templates .

Click to jump ahead: 

What is the purpose of an action plan?

When to develop an action plan, 7 components of a actions plan, 15 action plan examples.

• How to Write an action plan?

Final thoughts

An action plan serves as a strategic tool designed to outline specific steps, tasks and goals necessary to achieve a particular objective.

Its primary purpose is to provide a clear roadmap and direction for individuals, teams or organizations to follow in order to efficiently and effectively accomplish their goals. 

Action plans break down complex projects into manageable, actionable components, making it easier to track progress and stay on course.

Moreover, action plans play a crucial role in fostering accountability and coordination among team members. By assigning responsibilities and deadlines for each task or milestone, they ensure that everyone involved is aware of their roles and the overall timeline, reducing confusion and enhancing teamwork. 

Additionally, action plans help in resource allocation, budgeting and risk management by enabling stakeholders to identify potential challenges and plan for contingencies. 

Overall, the purpose of an action plan is to transform abstract goals into concrete actions, making them more achievable and measurable while ensuring that the resources and efforts are aligned with the desired outcomes.

Developing an action plan is crucial when you’re looking to achieve a specific goal or outcome. Here are instances when you should consider developing an action plan:

• Start of an organization : Ideally, an action plan should be developed within the first six months to one year of the start of an organization. This initial plan lays the groundwork for the future direction and growth of the entity.
• Project initiation : At the start of any project, an action plan helps to clearly define the tasks, responsibilities, and timelines.
• Goal setting : Whenever you or your organization sets a new goal. Action plans transform these goals from abstract ideas into concrete steps.
• Strategic planning : For long-term visions and missions, action plans break down the journey into manageable pieces, each with its timeline and responsible parties.
• Performance improvement : If there are areas where performance is lacking, whether it’s personal or organizational, an action plan can outline the steps needed to elevate performance.

An action plan is a detailed outline that breaks down the steps necessary to achieve a specific goal. Here are the typical components of an action plan.

1. Objective or Goal

The cornerstone of your action plan is the objective or goal. This should be a clear and concise statement outlining the desired outcome or result. Having a well-defined objective provides a direction and purpose to the entire plan, ensuring all tasks and actions are aligned towards achieving this singular aim.

2. Tasks or Actions

Once the objective is set, the next step is to list down the specific tasks or actions required to achieve this goal. These tasks should be broken down into detailed steps, ensuring no essential activity is overlooked. The granularity of these tasks can vary based on the complexity of the goal.

3. Set deadline

For each task or action, set a realistic and achievable deadline. This timeline ensures that the plan stays on track and that momentum is maintained throughout the execution. It also allows for monitoring progress and identifying potential delays early.

4. Resources needed to complete the project

It’s crucial to recognize and list the resources you’ll need to complete the tasks. This can encompass financial resources, human resources, equipment, technological tools or any other assets. Identifying these early ensures that there are no bottlenecks during execution due to a lack of necessary resources.

5. Person responsible

Assign a person or a team for each task. This designation ensures accountability and clarity. When individuals are aware of their responsibilities, it reduces overlap, confusion and ensures that every task has someone overseeing its completion.

6. Potential barriers or challenges

Every plan will face challenges. By anticipating potential barriers or obstacles, you can be better prepared to address them. This proactive approach ensures smoother execution and less reactionary problem-solving.

7. Measurement of key performance indicators (KPIs)

Determine how you’ll measure the success of each task or the plan overall. KPIs are tangible metrics that allow you to gauge progress and determine whether you’re moving closer to your goals and objectives. They offer a quantifiable means to evaluate success.

Action plans serve as blueprints, guiding the steps and resources needed to achieve a specific goal. 

They come in various formats, tailored to different scenarios and objectives. Here, we present a range of action plan examples that cater to diverse purposes and situations. 

From business strategies to simple task lists, these examples illustrate the versatility and importance of well-structured planning.

Business action plan example

A business action plan is essentially a strategy roadmap, meticulously tailored for realizing broader business objectives. By crafting a solid action plan, businesses can channel their resources, manpower and strategies in a direction that harmonizes with their larger vision.

Key to this plan is the identification and alignment of steps that resonate with the company’s comprehensive strategy, ambitions of growth and aspirations for operational enhancements. 

While this might entail a myriad of specific steps based on unique business goals, some common elements include setting clear key performance indicators (KPIs), undertaking a thorough SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis to grasp the current business landscape and establishing a timeline to keep track of progress.

Furthermore, allocating responsibilities to team members or individuals ensures that every aspect of the strategy has a dedicated focus. Budgeting, essential to the success of the action plan, ensures that every initiative is financially viable and sustainable. 

Regular reviews and iterations based on feedback and changing market dynamics keep the action plan agile and relevant.

Related: 5 Steps to Create an Actionable Employee Development Plan [with Templates & Examples]

Company action plan example

A comprehensive company action plan serves as the strategic linchpin, ensuring a coherent and coordinated approach to realizing organizational goals. Central to this plan is the incorporation of rigorous market research and analysis, which provides insights into consumer behaviors, market trends and potential opportunities. 

Equally vital is the focus on product development and procurement, ensuring that the offerings align with market demands and stand out in terms of quality and relevance. 

Alongside, adept legal and financial management safeguards the company’s interests, ensuring compliance with regulations and prudent fiscal oversight.

Moreover, the essence of any successful company action plan lies in its sales and marketing strategies. These define how the products or services are positioned and promoted in the market, ensuring visibility and engagement with the target audience. 

However, while acquisition is crucial, retention plays an equally significant role. Hence, impeccable customer service and nurturing relationships become indispensable components, fostering loyalty and ensuring that clients remain ambassadors for the brand long after the initial transaction.

Related: 30+ Project Plan Examples to Visualize Your Strategy (2023)

Sales action plan example

A well-structured sales action plan serves as the backbone for systematic and efficient progress. Central to this plan is the identification and utilization of the most effective sales channels, whether they are direct, online or through third-party avenues. 

Clarity on the products and services on offer, combined with their unique selling propositions, facilitates tailored and resonant sales pitches. 

Budget considerations ensure that resources are judiciously allocated, balancing the act between expenditures and potential returns. This financial prudence is complemented by setting realistic sales projections, which act as both a motivational target and a yardstick for success.

Timelines, or proposed deadlines, infuse the process with a sense of urgency, ensuring that the momentum of the sales drive is maintained. 

However, the true measure of the action plan’s efficacy lies in its key performance indicators (KPIs). These metrics, be it lead conversion rates or customer retention figures, serve as tangible markers, highlighting the plan’s strengths and signaling areas that might require recalibration to increase sales.

Corrective action plan example

The essence of a corrective action plan lies in its meticulous structure, tailored to address and rectify deviations or inefficiencies identified within an organization. At its core, each action item serves as a focal point, detailing specific areas or processes that require intervention. 

Accompanying each action item is a clear description that provides a comprehensive understanding of the issue at hand. 

However, merely identifying a problem isn’t enough; delving deep into its origins through root cause analysis ensures that solutions target the fundamental issues, rather than just addressing superficial symptoms. 

This analysis then paves the way for defining the corrective action, a tangible step or series of steps designed to mitigate the identified problem and prevent its recurrence.

Besides, to ensure the plan’s effectiveness, assigning a responsible person to each action item is paramount. This individual or team is entrusted with the task’s execution, ensuring accountability and focus. 

The status of each action keeps stakeholders informed about the progress, be it in the planning phase, ongoing, or completed. 

Lastly, setting a due date for each corrective action introduces a sense of urgency and purpose, ensuring that issues are addressed in a timely manner, minimizing disruptions and maximizing operational efficiency.

Simple action plan example

A simple action plan strips away the layers of complexity, offering a concise and direct approach to achieving a goal or addressing an issue. This type of plan is characterized by its straightforward structure, devoid of extraneous details, yet powerfully effective in its clarity. 

It is specifically designed for tasks or objectives that don’t necessitate elaborate strategies or multi-layered approaches.

The core components of a simple action plan usually include a clear statement of the task or objective at hand, followed by a sequence of actions or steps to be taken. 

Each step is described succinctly, ensuring that anyone involved has a clear understanding of what is expected. Responsibilities are defined clearly, with each task allocated to an individual or a team, ensuring accountability. Timelines might be integrated, providing a clear framework for completion, even if they’re just broad milestones. 

Regular check-ins or assessments, although minimal, might be incorporated to monitor progress. 

The beauty of a simple action plan lies in its agility and adaptability, making it particularly suited for individual projects, short-term tasks or situations where a rapid response is required.

How to write an action plan?

Creating an effective action plan is a foundational step towards turning aspirations into tangible results. It provides a clear roadmap, ensuring that each step taken aligns with the overall objective.

Whether you’re aiming to enhance a business process or achieve a personal goal, a well-drafted action plan can be your guiding light. Here’s key steps on how you can craft one:

• Step 1: Establish SMART goals: Initiating with a goal that is specific, measurable, achievable, relevant and time-bound ensures you have a clear and focused endpoint in sight. Smart goals serves as the cornerstone for your entire strategic blueprint.
• Step 2: Determine necessary tasks: Decompose your overarching objective into smaller, actionable tasks. This modular approach not only makes the mission less daunting but also provides a sequential pathway to goal attainment.
• Step 3: Assign essential resources: Depending on the tasks at hand, designate necessary resources, be they human, financial or technological. This ensures that every activity has the backing it needs for successful execution.
• Step 4: Prioritize tasks by importance: Not all tasks hold equal weight. Determine the hierarchy of tasks based on their impact on the goal and their time sensitivity. This allows for a systematic progression.
• Step 5: Outline timelines and key markers: With tasks in hand, set clear deadlines for each. Introduce milestones, which act as periodic check-ins, ensuring you’re on track and allowing for celebrations of smaller victories.
• Step 6: Oversee and modify your strategy blueprint: As you progress, there will invariably be learnings and challenges. Regularly review your plan to make necessary adjustments, ensuring its relevance and effectiveness.
• Step 7: Consider ready-to-use templates: If starting from scratch feels overwhelming, lean on structured templates to guide your planning. There’s plenty of business plan softwares and platforms such as  Venngage that offer a plethora of action plan templates , tailored to various needs, which can significantly streamline the process.

An action plan is more than just an action steps, it’s a strategic blueprint that bridges the gap between aspirations and realizations. 

Through this comprehensive guide, I’ve walked you through the purpose, ideal timings, core components, and practical examples of action plans across various domains. 

Leveraging tools of project management , you can track progress, assign tasks and ensure every team member stays on the same page. 

It’s not just about setting goals, but about strategically planning every step, ensuring tasks completed align with the larger project goals. 

Remember, success isn’t just about having goals but about charting the right course to achieve them

And if you’re looking to supercharge your planning efforts, don’t miss out on the Venngage business plan maker. 

Dive into their extensive collection of action plan templates and make your strategic planning both efficient and effective. 

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Project Action Plan

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Action plans help break a project into small and defined tasks. When you organize a project using an action plan, you gather information about tasks and resources needed to complete the project. 

An action plan is a definitive checklist of tasks and resources needed to complete a project or achieve a goal. You can think of it as a visual countdown to the project delivery or a list of tasks needed to achieve desired results. 

The most significant difference between action plans and to-do lists is that action plans focus on achieving a specific goal. In contrast, to-do lists are ongoing and include tasks for different goals and projects. 

Working with an action plan ensures you complete every task and requirement to meet the expected standards of a project. As you develop an action plan, you identify any critical paths and dependencies. 

An action plan in project management is a quick and easy way to manage projects. You can quickly map out the resources and requirements you need and sketch a timeline to complete tasks. 

Action plans should not be confused with project plans, which are more detailed and thorough. Project plans cover details like risk mitigation, quality assurance, stakeholder communication schedules, and change management plans. In contrast, action plans simply list the tasks, resources, and timelines needed to achieve a goal. 

Because of their simplicity and ease of setup, action plans help maintain operational efficiency without taking much time. They declutter managers’ minds and provide a framework for structuring new projects in a sensible order.

The main point of an action plan is to ensure you don’t overlook critical tasks and milestones of your project. In its simplest form, developing an action plan entails listing tasks you need to complete and prioritizing them.

Developing an action plan helps individuals, managers, and organizations complete more successful projects. They are great for kick-starting, tracking, and maintaining progress on any project. Remember to check off tasks as they are done, update the plans, and communicate with your team as your project progresses.

Project managers can use this template’s slides in their daily work. For example, you can monitor the progress of a project and send the status of the project to all stakeholders. Department leaders can use this template when setting weekly tasks for department employees.

Engineers can use this template when preparing a plan for retooling a production line or replacing equipment on a production floor. Startup executives can use the slides in this template when preparing for a meeting with potential investors.

Project Action Plan is a professional and modern template that will help you create a professional and stylish presentation. If necessary, you can change the font size, font type, color, and position of the infographic to suit your corporate requirements. This template will be useful for project managers, startup leaders, engineers. The Project Action Plan template will seamlessly complement your presentations and will be a great addition to your collection of professional presentations.

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How to Write an Action Plan? Templates & Action Plan Examples 

When going through the strategic planning process, many firms have wasted their time and money, and no meaningful changes or solutions have resulted. A badly thought out or implemented action plan is one of the most frequent causes of planning failures. Sometimes, this tool—the main product of strategic planning—only makes general recommendations or sets high standards without outlining specific actions to reach them. 

Additionally, initiatives could be unfeasible and created without input from the team or their support. The action plan is at the heart of a strategic plan. It should provide targeted tactical solutions supporting the organization’s overarching goals.

Certain strategic plans just provide very general advice devoid of specific actions. After the strategy is finished, the entrepreneur wants to know precisely what to do next. In today’s article, we will walk you through the process of how to write an action plan, and how to present one.

What is an action plan?

Before jumping into how to write an action plan, let us first see what an action plan is:

An action plan is a methodically organized approach that identifies the precise actions, assignments, and materials needed to achieve a goal. It is quite helpful for project management in general. Making an action plan is similar to planning a cross-country route.

The tactical blueprint delineates each action, choice, and diversion required to reach your final destination. It also divides the procedure into doable tasks according to a schedule. An effective action plan describes all steps required to achieve your goal and gives each step a start and end date.

What is the purpose of an action plan? Why is it important?

If you do not understand what is the purpose of an action plan, you can never figure out how to write an action plan effectively. So, here is a brief explanation of the main purpose of an action plan: 

An action plan is a tactical instrument that delineates the precise actions, assignments, and objectives required to accomplish a certain goal. Its main purpose is to give individuals, groups, or organizations a clear path and guidance to successfully and economically achieve their objectives. Creating an action plan clarifies the project objectives, the teams and service providers involved, and the tasks, dependencies, milestones, and resources required to complete it.

Creating an action plan indeed takes time. But it’s worthwhile to invest time. An action plan’s overall goal is to turn vague objectives into specific actions that may be taken to increase their likelihood of success and measurement while guaranteeing that the resources and efforts are directed toward the intended results.

Action plans are important for simplifying monitoring progress and keeping on course by breaking complicated tasks into manageable, actionable components. Utilizing an action plan guarantees that all tasks and requirements are fulfilled to achieve the project’s expected standards. You can also find any important paths and dependencies in your strategic plan when you create an action plan . 

Furthermore, action plans are important for encouraging team members to be accountable and coordinate their efforts. They guarantee everyone knows their tasks and the overall schedule by assigning responsibilities and deadlines for each job or milestone, reducing misunderstandings and improving teamwork. 

Who needs an action plan?

Knowing who needs an action plan will further help you determine how to make an action plan. Let us see from whom making an action plan is vital: 

Action plans are useful outside of strategic planning, even though they are frequently used in this context when organizations define three to five-year targets. Action plans are crucial for outlining how to carry out the strategic goals once they are established in a strategic plan. Teams can use this framework to keep an eye on and oversee specific tasks, ensuring that they align with the overall strategic goals.

An action plan is helpful for anyone looking for organization, focus, and strategic direction in their endeavors. Action plans are a common tool used by teams, project managers , and corporate executives in the workplace to delineate specific procedures, assign tasks, and guarantee the effective completion of projects or initiatives. Entrepreneurs and small business owners use action plans to direct the expansion and development of their companies.

Components of an Action Plan

In order to learn the process of creating an action plan, you need to know about its main components. An action plan is a comprehensive outline delineating the essential procedures to accomplish a certain objective. The standard elements of an action plan are:

1. Goal or objective

The aim or goal is the cornerstone of your action strategy. This should be a brief and unambiguous statement describing the intended outcome. A clearly stated goal gives the entire plan direction and purpose, ensuring that all activities and tasks are coordinated to achieve this one goal.

2. Assignments or activities

Listing the precise tasks or actions needed to accomplish the goal comes next after the aim has been established. These chores must be divided into comprehensive phases so that no crucial step is missed.

3. Establish a deadline

Establish a reasonable timeframe for each task or operation. This schedule guarantees that the plan remains on course and that the execution maintains momentum. It also makes it possible to track development and spot possible setbacks early.

4. Materials required to finish the project

Identifying and enumerating the resources required to finish the job is essential. This can include any asset, including money, people, technology, gear, and other resources. Early detection of these guarantees that a shortage of resources won’t hamper execution.

5. Selecting an accountable

Assign each task to an individual or a group. This classification guarantees transparency and accountability. People don’t overlap or become confused when they know their roles. And every task has a supervisor to ensure it gets done.

6. Potential obstacles or difficulties

Every plan will have obstacles. If you foresee them, you can better deal with potential barriers or impediments. This proactive strategy guarantees more efficient execution and less hasty problem-solving.

7. Key performance indicator (KPI) measurement

Decide a method for gauging the plan’s overall success for each job. KPIs are observable measurements that let you assess your progress and see if you’re getting nearer to your targets. They provide a measurable way to assess achievement.

Check out KPI (Key Performance Indicator) templates from SlideUpLift.

Types of Action Plans 

Before learning how to make an action plan, knowing its various kinds is essential as it will help decide which occasion or setting requires what kind of action plan. Let’s examine a handful:

Business action plan : This tool is useful for setting goals while starting or growing a company.

Operational action plan : This short-term plan outlines the daily tasks to manage a project, event, or operation.

Tactical action plan : These are derived from strategic plans and provide a list of targeted, immediate tasks that will help achieve longer-term goals.

Emergency action plan: This is a readiness document designed to react quickly in emergencies or unforeseen circumstances.

Now that you have an idea about different action plans let us jump into the next section, which will cover how to create an action plan. 

How to create an action plan?

Follow the steps below to learn how to create an action plan:

1. Clearly state your goals for your action plan

First on the list of how to create an action plan is clearly stating your goals for your action plan. Establishing precise goals for your execution is the first stage in writing an action plan. Therefore, setting a target is necessary to start a good plan.

Setting goals allows you to map out where you want to go and what you want to accomplish. But the most important thing to remember is to set quantifiable objectives! This is the perfect situation for SMART goals , if you’ve ever heard of them. The initials of the SMART acronym are specific, measurable, attainable, relevant, And time-based.

Try SlideUpLift’s professionally designed SMART Goals templates here.

2. Compile, examine, and arrange data

Collect all the necessary information to define the plan’s actions. Next, compile a list of all the tasks required to fulfill the predetermined objective. Every task must be connected to another and given to an accountable party . Activities must be distributed to the entire team to ensure that work is assigned to the correct person.

3. Determine the necessary resources

Ensure you have all the necessary tools to finish the tasks on your action plan before you begin. And you must first devise a plan to obtain them if they are not currently available. As a result, creating a budget may be necessary to complete the tasks. One way to do this would be to designate a column in your action plan to indicate any associated costs.

4. Sort the list and assign jobs a higher priority

Another important point on this list of how to create an action plan is to learn how to smartly sort and assign high-priority tasks first. Reevaluating the list is necessary because, in most cases, the first creation was unmanageable. Because certain jobs are simpler to complete than others, try to break up large tasks into smaller ones wherever you can. This will help the person overseeing the plan and the action executors handle it more effectively.

5. Give your Action Plan due dates

Setting timeframes for each action determined in the previous stage is the next step. This phase is critical because, without deadlines, action plans have a higher chance of never materializing, which means the objective might never be accomplished. The worker can organize their tasks more effectively and set priorities based on urgency and importance with proper deadlines.

6. Define a visual illustration

This is the time to design the tools to ensure the plan’s success. Making the action plan’s visual aid a reality illustrates this well. This graphical perspective will keep your team engaged because it makes it easier for everyone to keep track of work progress. Where they are, where they should go, and what they must do to get there are all abundantly visible.

Just like for a manager or the person in charge of the action plan, you can rapidly determine what is going well, what is halted, what has been completed so far, and what still needs to be done using a graphical representation.

7. Keep an eye on, assess, and update

The last vital thing when learning how to create an action plan is to keep updating the plan as and when necessary. The process’s most crucial stage is this one. Defining the entire action plan, going through each step, and then forgetting about it is useless. One of the key components of any successful plan is monitoring, which should be specified. The person in charge of the strategy must always be available to offer assistance or serve as a reminder.

Following these seven tips above, you can quickly understand how to create an action plan that will wow your shareholders and colleagues!

How to implement an action plan?

Now that you know how to write an action plan. It is vital to understand how to implement one. Here is how you do it:

• Making Use of Management Software
• Employing Templates to Ensure Efficiency and Consistency
• Creating Dependencies and Real-Time Alerts
• Crossing Out Tasks Completed
• Take Prompt Action to Resolve and Discuss any Delays or Issues

1. Making Use of Management Software

Using management software, teams can set objectives, monitor progress, assign tasks, set deadlines, and collaborate in real time. Using tools like Factorial HR, you can support your team’s success.

2. Employing Templates to Ensure Efficiency and Consistency

Action plans have a common framework thanks to templates. Teams may ensure that all action plans follow a standard framework and are simpler to comprehend and carry out using templates. Because teams don’t have to start from scratch every time, pre-designed Google Slides or PowerPoint templates also save time.

Here are a few templates from SlideUpLift:

3. Creating Dependencies and Real-Time Alerts

Team members can stay on schedule by knowing when deadlines are via a real-time alert. Conversely, dependencies ensure that tasks are completed in the correct order. Team members will be reminded to complete task A before proceeding, for instance, if Task B depends on it.

4. Crossing Out Tasks Completed

You feel accomplished when you cross things off your list. It gives you a clear picture of your work and helps raise morale. To ensure that everyone is aware of the tasks that have been completed and those that remain, you should update your action plan regularly.

5. Take Prompt Action to Resolve and Discuss any Delays or Issues

Every project is likely to have difficulties at some point. Treating them as soon as possible is crucial. Speak with the team immediately if there is a delay or a problem. Collaborating to solve difficulties will help you stay on course despite setbacks and provide creative solutions.

How to present an action plan?

In all kinds of organizations, one of the regular tasks is to present an action plan, and knowing how to present an action plan to an audience is vital. Every initiative needs to be approved by someone to be funded and for the team’s efforts to be accepted. For individuals to comprehend the action plan’s parameters, their role, and whether any of the scheduled tasks will impact them directly, they must also be informed about it.

The actions necessary to write an action plan (as previously mentioned) and the actions necessary to present the plan are different. Primarily due to the disparate goals. One type of planning is the process of creating an action plan. This instance illustrates how goals can be accomplished by action.

Presenting an action plan, however, is a communication activity. The presenter or presenters must articulate the action plan’s goals, enumerate the high-level tasks involved, and specify which facts were considered throughout the planning phase. The choices taken to arrive at the strategy are equally significant since they clarify its logic.

Action plan examples

Here are some action plan examples for you :

1. Business action plan example

A company action plan is a carefully crafted strategy roadmap designed to achieve larger business goals. By developing a strong action plan, businesses can align their strategy, workforce, and resources with their overarching goals. Identifying and aligning actions that align with the company’s overall strategy, growth objectives, and goals for operational improvements are crucial to this plan.  However, this may require many specific steps depending on unique business goals.

2. Company action plan example

Focusing on product creation and procurement is equally important to ensure that the offers meet market demands and are unique in quality and relevance. In addition, competent legal and financial management protects the business’s assets by guaranteeing legal observance and responsible financial management.

Furthermore, the core of any effective corporate action plan is its approach to sales and marketing. These specify the positioning and marketing strategies for the goods or services in the marketplace, guaranteeing their exposure and interaction with the intended market. 

3. Example of a sales action plan

Systematic and effective progress is based on a well-organized sales action plan. The most efficient sales channels—direct, online, or via third parties—must be identified and used as they form the foundation of this strategy. Tailored and impactful sales pitches are facilitated by clearly understanding the products and services offered and their unique selling propositions. Timelines, or suggested deadlines, provide the procedure with a sense of urgency and guarantee that the sales drive’s momentum is kept up. 

However, the action plan’s key performance indicators (KPIs) are the real gauge of its effectiveness. These measurements—lead conversion or customer retention rates—act as concrete benchmarks, emphasizing the plan’s advantages and pointing out any areas needing adjustment to boost revenue.

Action plan vs. plan B vs. project plan vs. to-do list

Action Plan vs. Plan B :  In strategic planning, action plans and Plan Bs have exclusive features. An action plan clarifies the necessary measures to accomplish a positive purpose by methodically outlining each section.

Alternatively, a Plan B serves as a backup plan that can be implemented if the number one plan runs into difficulties or fails. Whereas an action plan concentrates on taking proactive measures, a Plan B is a reactive backup plan that ensures you are equipped for unexpected boundaries.

Action Plan vs. Project Plan: To ensure efficient project management, it is vital to distinguish between action plans and undertaking plans. An action plan is an intensive road map outlining unique duties and moves needed to achieve a predetermined goal.

A project plan, alternatively, is extra specific and acts as a manual for the entire undertaking. It includes records on objectives, success metrics, stakeholders, scope, finances, time frame, milestones, and conversation strategies. An action plan is used to specify appropriate movements and tasks vital to completing a challenge after a project plan has been organized.

Check out Project Planning templates from SlideUpLift here.

Action Plan vs. To-Do List: Although project management is a component of both, action plans and to-do lists are unique in structure and scope. An action plan is a based record that outlines certain actions and duties that achieve a shared objective while being taken as a whole.

On the other hand, a to-do list is a more casual and dynamic list of individual chores that might not always be related to a common goal. To-do lists are more flexible and frequently subject to adjustments based on daily priorities, whereas action plans offer a purposeful and organized method that guarantees activities are interconnected.

Check out To-Do List templates from SlideUpLift here.

Action Plan Templates from SlideUpLift 

Here are some top action plan templates from SlideUpLift that you must use:

Next Steps Action Plan Presentation Template:

The “Next Steps Action Plan Presentation Template” is a flexible and well-organized tool to help organizations effectively communicate action plans. This template offers a thorough structure for outlining the procedures required to accomplish particular goals. Its simple layout includes four crucial rows labeled Solutions, Actions, Deadlines, and Status.

The three movable columns let you customize headers to fit your business’ goals. This visually appealing and easily navigable presentation template is perfect for concisely communicating strategic action plans to ensure accountability, clarity, and progress tracking in pursuing organizational objectives.

Appraisal Feedback Action Plan PowerPoint Template:

This PowerPoint template is an organized and feature-rich tool for gathering and evaluating performance feedback. The five columns of the template provide for a more nuanced assessment, with choices for “Strongly Disagree,” “Agree,” “Disagree,” and “Not Applicable.”

The two main points of emphasis are “Quality of Work” and “Communication.” These pointers are editable and can be customized according to the company. A thorough evaluation of a worker’s performance is made possible by the subheadings under “Quality of Work,” such as “Sets high standards for quality work outputs.” 

3-Year Action Plan PowerPoint Template:

The “3 Years Action Plan PowerPoint Template” is a tactical tool intended to provide an organized method for accomplishing long-term objectives. The template gives a clear structure for multi-year planning with three primary row headers for “Defining Roles,” “Develop Action Plan,” and “Ensure Timelines,” as well as three columns for each year.

A specific space is allotted for each year under each heading, which enables a thorough explanation of the duties, obligations, and deadlines. This aesthetically pleasing presentation template offers a methodical summary of role descriptions, action plans, and schedule management for the three years, making thorough planning and execution easier. Organizations looking to match their goals over time with a systematic, phased strategy will find it to be an important resource.

Action Plan Deck PowerPoint Template:

The “Action Plan Deck PowerPoint Template” is an adaptable and dynamic tool to enhance business performance. The template focuses on distribution, productivity, and production as areas that require development. It was created with adaptability in mind, making it simple to modify to suit various corporate requirements.

There are columns in the template labeled “Proposed Solutions,” “Action Items,” “Deadline,” and “Status.” This structure guarantees that performance issues are handled in an orderly manner. This easy-to-use PowerPoint template is perfect for delivering an extensive action plan for corporate performance, promoting efficient communication, and producing measurable outcomes.

3-Year Action Plan PowerPoint Template (Option 2):

The “3-Year Action Plan PowerPoint Template” aims to help with long-term planning for a maximum of three years. This template offers an organized structure for defining responsibilities, creating action plans, and guaranteeing deadlines within the given time range. Users can specify roles and duties, action plans, and deadlines for each year in its aesthetically pleasing and well-organized layout.

A thorough three-year action plan can be presented and communicated easily thanks to the user-friendly design, which also serves as a road map for accomplishing organizational objectives. Businesses looking for a concise and eye-catching method to explain and carry out their strategic initiatives over time will find great value in this template.

Tips on how to write an action plan that’s effective

Now that you know how to create an action plan, here are some tips that are useful for making your action plan more effective:

• Collaborate with experts and team members to enhance project insights, fostering team development and effective communication.
• Develop a comprehensive schedule to ensure the timely completion of tasks and milestones, which is crucial for project success.
• Emphasize clear communication to establish a solid strategy, allowing seamless information flow across project sectors.
• Mark tasks as completed to track progress, boost team morale, and maintain motivation for project completion.
• Streamline planning by creating a template action plan, saving time and effort for various projects with similar goals.
• Utilize project management tools like Monday.com , ClickUp, or Wrike to create action plans efficiently and monitor team performance and project status.

An action plan is a strategic roadmap that connects goals and realities. It is more than just a list of tasks to be completed. This extensive blog has walked you through the goal, the best times to accomplish things, the essential elements, and real-world examples of action plans in various domains. Following the tips in this article, you can quickly learn how to write an action plan.

However, just reading the tips and setting goals is not enough; each stage must be carefully planned so that the final products meet the project’s overall objectives. Recall that achieving success involves more than simply setting goals; it also entails choosing the best path to get there. SlideUpLift offers one of the best action plan templates for you to choose from to help you make effective action plans with ease, so check it out.

An action plan is a detailed roadmap outlining specific steps and tasks to achieve a particular goal.

How to write an action plan?

To answer your question on how to write an action plan, here are a few brief pointers: You create an action plan by defining clear objectives, 1. Outlining important tasks, 2. Assigning responsibilities to particular individuals, 3. Setting clear timelines, and 4. Regularly reviewing the progress.

Where to find the best action plan templates?

You can find the best Action Plan templates on SlideUpLift. We offer both free and paid action plan templates with pre-made elements to help ease your job. Starting from work action plan templates to goal action plan templates we have everything you need catering to various domains.

How to write an action plan using SlideUpLift's templates?

Here is how to write an action plan using SlideUpLift’s templates: You can use SlideUpLift’s user-friendly templates to create an action plan by selecting a suitable design, customizing it with specific goals and tasks, and incorporating visual elements for clarity. All this can be done by going to our website, registering yourself, and downloading the template you like!

Here is how to present an action plan effectively: Start by providing context, outlining key tasks, and sharing timelines. Don’t forget to address potential challenges and seek feedback for improvement.

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How to Write an Action Plan (Example Included)

What Is an Action Plan?

In project management, an action plan is a document that lists the action steps needed to achieve project goals and objectives. Therefore, an action plan clarifies what resources you’ll need to reach those goals, makes a timeline for the tasks or action items and determines what team members you’ll need. We’ll define what project goals, project objectives, action items and action steps are later in this guide.

An action plan documents the execution of the project plan; it’s a detailed list of the work that must be done to complete the project goals, including the action steps that are involved in getting from the start of the project to the finish. An action plan is similar to a project implementation plan and it’s very helpful during the project planning and project execution phases.

Get your free

Action Plan Template

Use this free Action Plan Template for Excel to manage your projects better.

Action Plan Components

An action plan answers the who, what and when of what you’re proposing. Those questions are answered by the various components that make up an action plan. The following are the basic building blocks of a successful action plan.

• Action Plan Steps: The action plan steps are the answer to the question of what. They’re the activities that’ll lead to achieving your goal. Action plan steps detail what will happen, and the more detail, the better.
• Action Items: The action items are the specific, small tasks that make up the action plan steps. These are the tasks that, when executed, lead to the next action plan step.
• Action Plan Timeline: An action plan timeline is the whole action plan laid out from start to finish. It shows the full duration of the action plan and every step and task is also plotted on this timeline, including their start and end dates.
• Action Plan Resources: Resources are anything needed to execute the action plan. That includes labor, materials, equipment, etc. You’ll want to identify the resources you’ll need for the action plan and attach them to the tasks to which they’ll be applied.
• Action Plan Matrix: A matrix is just a tool to help you determine which tasks you need to complete and in what order. Use our free action plan template to outline the steps, items, timeline and resources you’ll need to get the plan done right.
• Action Plan Report: Once you start to execute the action plan, you’ll need to ensure your actual progress matches your planned progress. To track progress, you’ll want to use an action plan report, which is a snapshot of your time, costs and more over a specific period.

Not only are you figuring out the action steps and timeline, but you’ll also determine who you’ll assemble for your project team to work on those tasks. This requires robust project management software like ProjectManager . ProjectManager offers multiple action planning tools such as Gantt charts, kanban boards, project calendars and more. Best of all, these project planning views sync with project dashboards, timesheets and workload charts to keep track of progress, project resources and costs.

Types of Action Plans

There are many different types of action plans that are used on various kinds of strategic initiatives. Each is similar in makeup but differs in their goals. Here are a few of the varieties of action plans.

Business Action Plan

A business action plan is used to set goals and tasks when you want to start a business or grow an existing business. It outlines the vision for the business and the actions you’ll take to achieve that vision.

Project Action Plan

An action plan for a project is really no different from a general action plan. The only difference is that it’s about producing a deliverable at the end of the plan, whether that be a product or service.

Personal Action Plan

Again, a personal action plan differs little from any other action plan except for the goal. For example, a personal action plan might be for an individual to exercise more. Therefore, the goal might be to walk for a half-hour a day, say, during lunchtime.

Action Plan Sample

Take a look at this sample of an action plan. We used our free action plan template for Excel  and filled out some potential marketing tasks, phases and assignees. Download this action plan template for free from our site, and get started on your own plan today.

How to Write an Action Plan for Project Management in 10 Steps

The benefits of an action plan are simple: you’ve now outlined what action steps and what resources are needed to reach your stated project goals. By having this collected in a single project management document, you can more successfully plan out how to execute your project plan.

People get overwhelmed by project management jargon when having to plan out a project, but the word “action” everyone can understand. The fundamentals to getting an action plan together for any project follow these four project planning basic steps:

1. Define Your Project Goals

There’s a difference between project goals and project objectives. Project goals refer to the high-level goals that the project will achieve. Those generally align with the strategic planning and business objectives of organizations.

2. Define Your Project Objectives

The project objectives are much more specific than the project goals. Project objectives refer to the deliverables and milestones that need to be completed to achieve your project goals.

3. Define Action Steps

The action steps are a group of related tasks or action items that must be executed to produce project deliverables.

4. Identify and Prioritize Action Items

Action items are small, individual tasks that make up the action steps that are outlined in your action plan. First, you need to identify task dependencies among them, and then assign those action items a priority level so that they’re executed sequentially.

5. Define Roles & Responsibilities

Now that you’ve divided the work required to accomplish your action plan, you’ll need to assign action items to your project team members and define their roles and responsibilities.

6. Allocate Resources

As with your project plan, your action plan has resource requirements. Having identified your action steps and action items will help you understand what resources are needed for each task and allocate them accordingly.

7. Set SMART Goals

Your action plan needs to be monitored and controlled to measure its performance. That’s why it’s important that you set SMART goals for your action items, action steps and your project objectives. SMART goals stand for specific, measurable, attainable, relevant and timely.

8. Set a Timeline for Your Action Plan

As a project manager, you’ll need to do your best to estimate how long it’ll take to complete your action items and action steps. Once you do so, you’ll have a timeline. You can use project management techniques like PERT charts or the critical path method to better estimate the duration of your project action plan.

9. Write an Action Plan Template

Create or use a simple action plan template to collect tasks, deadlines and assignments. This is the place where everything task-related goes in your project action plan, so you have a place for all this crucial information.

Writing an action plan template it’s a great idea because you’ll need to use that format throughout the project. That’s why we’ve created a free action plan template that you can download. There are also dozens of other free project management templates for Excel and Word that can help you with every phase of your project.

10. Use a Project Management Tool

Use a project management tool to keep you on task. ProjectManager has project planning features that help you monitor and report on project progress and performance. Get a high-level view of the action plan with our live dashboards. Unlike other tools, we don’t make you set up the dashboard.

Once you’ve mapped out your action plan, you can use project planning tools to zoom into all the details about your action steps and action items. With ProjectManager, you can calculate various metrics, such as project variance, workload and more. They’re displayed in easy-to-read charts and graphs. Share them with stakeholders to give them updates on action steps whenever they want.

Tips to Write an Action Plan

Once you have an action plan, how do you work with it to run a successful project? Here are some tips to help with implementing your action plan:

• Focus on priorities and what’s due now when identifying action steps and setting your action plan timeline
• When you complete action steps, mark them off
• Have your team members work on one project management platform
• Set up alerts
• Discuss pending or overdue tasks

Action Plan Example

We’ve been talking a lot about an action plan, but let’s take a look at one in-depth. Below, you’ll see our free action plan template . It’s set up for the development of a website.

It’s broken down into phases, the first being the project planning phase , which includes the action steps, market research and the design of the site. You’ll see that tasks are outlined for each action step, including a description of that task, who’s assigned to execute it, the priority and even the status of its completion.

This is followed by the third action step, which is the launch of the site. This is the execution phase of the action plan, but it follows the same format, such as noting the priority, who’s responsible for the work, what that work is and its status.

There’s also a timeline to define the start dates of each of the tasks in the action steps, including the planned hours. This allows you to determine the length of each task and the duration of the entire action plan, from start to finish.

Finally, there’s a place to add your resources. They’re broken down into departments, for example, marketing, web development, etc. Then the materials that are required for each task are listed, including their costs. This allows you to estimate the cost of the plan.

How to Make An Action Plan With ProjectManager

Follow along with this action plan example to see how action plans are typically laid out using project planning software .

1. Map Action Plan Steps Using Multiple Project Views

ProjectManager can help you build your action plan and then execute it. Collect all your action steps tasks on our list view, which does more than light-weight to-do list apps because it allows you to then map your action plan with Gantt charts , project calendars and kanban boards. These robust project management tools allow you to prioritize action items, customize tags and show the percentage complete for each task. Our online project management software gives you real-time data to help you create an action plan and stick to it.

2. Assign Action Items to Your Team Members

Once you’ve mapped out your action plan steps with ProjectManager’s project planning tools , you can assign tasks to your team members and indicate what resources are needed for the completion of each action item. Indicate their roles and responsibilities and set priority levels for each task to ensure the work is carried out properly.

3. Set Action Plan Steps and Deliverables

It’s important to note all the phases of the project timeline to know what action steps and tasks will take place and when. In addition, ProjectManager’s Gantt chart allows you to identify project phases, find the critical path, and set due dates for project milestones and deliverables

4. Track Progress With Real-Time Dashboards

Once you start the project, you’ll need to chart the progress of the work being done. This leads us to the real-time project dashboard , where you’ll check whether your action plan is on schedule and under budget.

Manage Your Project With an Action Plan

Getting a plan together is only the first part of managing a project . Remember, it’s not something to write and put away, but rather it’s a living document that should follow you throughout the project life cycle. Jennifer Bridges, PMP, offers more tips on how to write an action plan in the video below.

Here’s a screenshot for your reference:

ProjectManager’s Action Planning Tools are Ideal for Managing Action Plans

If you’re looking to make an action plan and then take action on it by executing, monitoring and reporting on a project, then you’ll want ProjectManager. Our online project management software lets you make an action plan online with multiple project planning tools such as Gantt charts, task lists, kanban boards and project calendars. Then, you can use timesheets, project dashboards and resource management tools to keep track of progress, time and costs.

Plan & Schedule With Gantt Charts

ProjectManager’s Gantt chart is ideal to map out your action plan on an interactive project timeline that helps you organize your tasks, link dependencies and set milestones. More than that, you can filter for the critical path. When you’re done scheduling your action steps you can set a baseline. This allows you to always see the planned versus actual progress of your action plan to help you stay on track.

Manage Action Items with Kanban Boards, Task Lists and Project Calendars

Once you’ve used the Gantt chart to create a timeline for your action plan, you can zoom into the nitty-gritty details of everyday work with kanban boards , task lists and project calendars. With these tools, you can assign tasks and give teams a collaborative platform to comment and share relevant documents with unlimited file storage and real-time communication features.

Track Progress, Resources and Costs With Real-Time Action Plan Dashboards

ProjectManager’s real-time action plan dashboards sync with all its project management tools so you can check the status of your action plan at any time. You can check on your team members’ progress to see who’s over or underallocated, check labor costs and track whether your team is on schedule.

ProjectManager gives you all the tools you need to create and implement a successful action plan. Regardless of the type of action plan that you need to create, our award-winning project management software makes it easy to do so. Get started with a free 30-day trial today. 

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10 Minute Presentation Topics: 50 Unique Ideas to Engage Your Audience

Searching for the perfect topic for your 10-minute presentation can feel like hunting for a needle in a haystack. I understand the challenge of trying to capture and maintain an audience’s focus all too well.

Luckily, my journey has led me to discover 50 captivating ideas that are sure to engage your listeners. In this blog post, I’ll walk you through selecting fascinating topics and presenting them in ways that will undoubtedly leave an impression .

Get ready to dazzle!

Table of Contents

Key Takeaways

• When picking a presentation topic, aim for unique and thought – provoking ideas that capture your audience’s attention. Be specific and clear to leave a memorable impression.
• Tailor your presentation to fit the audience’s interests and knowledge level , making sure it is relevant and engaging for them.
• Use personal stories or examples from your expertise to connect with the audience, making your talk more relatable and interesting.
• Keep in mind the balance between academics and work life , study habits improvement strategies, coping with stress for mental health well-being, finding internships or job opportunities, and managing personal finances as valuable topics for college students.
• Practicing empathy in leadership can create a positive workplace culture by making team members feel valued and understood.

Tips for Delivering a Successful 10-Minute Presentation:

Start with the end goal in mind and understand your audience. Use novel and precise information while leveraging your expertise effectively.

Begin with the end in mind

As I plan my presentations, I always aim to keep the final goal in sight. This means understanding exactly what I want my audience to learn or feel by the end of my talk. For me, this could involve making sure they leave with three key points about public speaking or feeling motivated to join Toastmasters International like I did.

Crafting each part of the presentation with this outcome in mind helps me stay focused and ensures that every element supports that end goal .

I also consider how to measure if I’ve achieved this aim. Will it be through the questions they ask during the Q&A, their feedback forms, or perhaps a more engaged audience throughout? Deciding on these metrics beforehand guides me in creating content that is not only informative but also engaging and directly aligned with my objectives .

Keeping the end in mind shapes everything from how I start my presentation to how I conclude it, guaranteeing that both my audience and I find value in the experience.

Know your audience

Knowing your audience is crucial in delivering a successful presentation. It helps create content that resonates with them. For instance, understanding their interests and concerns will allow you to tailor your message to what matters most to them.

Additionally, it’s important to consider the knowledge level of the audience so you can adjust the complexity of your topic accordingly. By engaging with your audience and addressing their specific needs , you can ensure that they remain attentive and absorbed throughout your presentation.

Now let’s explore tips for delivering a successful 10-minute presentation!

Be novel and precise

To engage your audience effectively, aim to be novel and precise in your presentation. Instead of using cliched topics, try exploring unique and thought-provoking ideas that will captivate your audience’s attention.

It’s vital to be clear and concise in delivering your message to ensure that it resonates with the audience. By being specific and innovative , you can create a memorable experience for your listeners, leaving a lasting impression .

Now let’s explore some engaging 10-minute presentation topics and techniques that are perfect for college students.

Leverage your expertise

When delivering a 10-minute presentation, leverage your expertise by choosing a topic that you know well. Your knowledge and passion for the subject will shine through, making it easier to engage your audience.

Additionally, consider using personal examples or stories related to your area of expertise to make the presentation more relatable and captivating.

Furthermore, sharing practical tips or insights based on your experience can add depth and authenticity to your presentation. For instance, if you are discussing time management skills for college students, draw from your own journey of balancing academics and other responsibilities.

10 Ideas for College Students:

Discover practical and relevant topics such as balancing school and work, improving study habits, coping with stress and mental health, finding internships and job opportunities, and managing personal finances .

Ready to engage your audience? Read more now!

Balancing school and work

Balancing school and work is crucial for many students. With 45% of college students working, finding the right balance is essential. I know this struggle firsthand as I also worked while attending graduate school.

It’s important to prioritize tasks and manage time effectively to avoid burnout.

I understand the challenges of juggling assignments and work schedules , which is why setting realistic goals and establishing a solid routine are vital. Time management techniques such as creating a schedule or using productivity apps can be extremely beneficial.

Also, don’t forget about self-care – taking breaks, staying organized, and seeking support from professors or supervisors when needed are key components in achieving this balance between academics and employment.

Strategies for improving study habits

When facing studying challenges, I recommend creating a schedule and finding a quiet study space. This can help maintain focus while reducing distractions from social media and video games.

Additionally, employing effective note-taking methods such as using flashcards or summarizing information in your own words can enhance understanding and retention of material. Forming study groups with classmates can also provide new perspectives on the subject matter.

To improve my own study habits, I found that setting specific goals for each study session helped keep me motivated and on track. Taking short breaks between study sessions allowed me to recharge my mind and stay focused.

Coping with stress and mental health

When coping with stress and mental health , it’s important to find strategies that work for you . I remember facing anxiety during my public speaking journey but learning how to manage stress made a significant difference.

Simple techniques like deep breathing, taking regular breaks, and getting enough sleep can have a big impact on mental well-being . It’s also essential to prioritize self-care and seek help when needed.

By finding effective coping mechanisms , we can better manage the demands of public speaking while maintaining good mental health.

Finding internships and job opportunities

Transitioning from coping with stress and mental health to finding internships and job opportunities, I understand that college can be both demanding and exciting. As a student, it’s crucial to plan for life after graduation by exploring internship opportunities and understanding how to navigate the job market effectively.

I remember when I was in college; I found that networking events , career fairs , and online platforms such as LinkedIn were incredibly valuable in discovering internships and job openings related to my field of study.

It’s essential to take advantage of these resources early on to gain practical experience while still in school.

Managing personal finances

As a public speaking beginner, managing personal finances is crucial. Always create a budget to track income and expenses. Set financial goals too, like saving for emergencies or paying off debts.

Look for free resources online to learn about investing and growing your money . Remember, starting small is okay – even a little savings can add up over time.

Now, let’s move on to “10 Interview Presentation Ideas”.

10 Interview Presentation Ideas:

How to effectively showcase your skills and experience can make or break your job interview. For more valuable insights on engaging presentation topics, read my blog titled “10 Minute Presentation Topics: 50 Unique Ideas to Engage Your Audience..

How to effectively showcase your skills and experience

When presenting your skills and experience, use specific examples to demonstrate your abilities. Employ storytelling techniques to make your presentation engaging. Utilize visual aids like charts or graphs to illustrate your accomplishments effectively.

Highlight the impact of your work through real-life examples and statistics if applicable.

To engage the audience, share personal anecdotes that showcase how you’ve applied your skills in different situations. For instance, I once shared a story about a project where my problem-solving skills helped resolve a challenging issue at work.

Tips for acing job interviews

After effectively showcasing your skills and experience, the next crucial step is acing job interviews . To prepare, research the company thoroughly and practice common interview questions .

Dress professionally and arrive early for the interview. Throughout the process, remain confident and maintain good eye contact with your interviewer to show interest .

During my early days in public speaking, I faced numerous daunting interviews but overcame them through thorough preparation and practice. By meticulously researching each company’s background and anticipating potential questions, I managed to ace several job interviews confidently.

Using storytelling techniques in a presentation

When using storytelling techniques in a presentation, I find it helpful to start with a compelling narrative that captures the audience’s attention. This can be achieved by introducing relatable characters or situations to make the content more engaging and memorable.

Personal anecdotes or real-life examples are effective tools for connecting with the audience on an emotional level and conveying key messages in a way that resonates with them. Furthermore, incorporating a well-structured plot with clear exposition, rising action, climax, and resolution helps maintain the audience’s interest throughout the presentation.

By leveraging storytelling techniques , presenters can create an immersive experience for their audience, making the content more impactful and easier to remember. For instance, during my own presentations at Toastmasters International meetings, I often utilize personal stories to illustrate specific points or lessons I want to convey.

Addressing weaknesses and challenges in a presentation

When addressing weaknesses and challenges in a presentation, it’s crucial to acknowledge nervousness as normal . To overcome this, practice and preparation are key. Additionally, having a backup plan for technical issues will help manage unexpected disruptions during the presentation.

Always have clear slides with concise points to avoid overwhelming the audience.

Lastly, seek feedback after each presentation to identify areas of improvement and build confidence. Embracing mistakes as learning opportunities is essential for growth as a speaker.

Presenting a project or case study

Presenting a project or case study allows me to showcase my skills and knowledge in a real-world context . It’s an opportunity to highlight the practical application of theories and concepts.

For instance, I recently presented a case study on how social media marketing strategies can impact small businesses. The audience engagement was remarkable as they could relate to the examples and see the relevance of the topic in today’s digital age.

The key is to select a case study that resonates with the audience and brings forth actionable insights . Backing up your findings with data and tangible results adds credibility to your presentation.

10 Ideas for Relatable and Interesting 10-Minute Presentations:

Embracing introversion for success, resilience over failure, and more relatable topics. Interested in captivating your audience with thought-provoking ideas? Check out the full article for engaging and unique presentation topics!

The power of introverts

As an introvert myself, I understand the unique strengths that introverts bring to the table. Sometimes, it’s easy to assume that being outgoing and outspoken is the only way to succeed in public speaking.

The truth is, introverts have a special ability to deeply reflect and craft thoughtful messages. This skill can captivate and engage an audience in a powerful way.

In fact, research shows that many influential leaders are introverts who excel at leading with quiet strength and well-thought-out ideas . As speakers, introverts often connect on a personal level with their audience by sharing personal stories and insights.

Embracing failure and resilience

Embracing failure and resilience is crucial for personal growth . Each setback teaches valuable lessons to propel us forward. Despite setbacks , I’ve learned to adapt and bounce back .

These experiences have made me stronger and more determined. Failure doesn’t define us; it’s a stepping stone toward success .

Moving on…

Overcoming imposter syndrome

Imposter syndrome can hinder our confidence when presenting , but we can overcome it by acknowledging our accomplishments and focusing on the value we bring to the table. It’s normal to feel out of place at times, but I remind myself of my strengths and unique perspective.

Embracing authenticity helps me combat imposter syndrome and connect with my audience more effectively. By sharing personal experiences, I strive to inspire others facing similar doubts.

– The impact of social media on mental health

The impact of social media on mental health

Social media can significantly affect mental health , as studies have shown that excessive use is linked to increased feelings of anxiety, loneliness, and depression . Research indicates that frequent social media use can lead to negative comparisons and low self-esteem .

For example, a report by the National Institute for Mental Health found that 75% of individuals using social media experience feelings of inadequacy due to comparing themselves with others.

Keywords: Social Media, Mental Health.

The role of empathy in leadership.

Empathy in leadership means understanding and connecting with the emotions and experiences of those you lead. It’s about listening actively , showing compassion, and acknowledging the feelings of others.

This helps to build trust, foster a positive work environment, and create stronger team dynamics. By practicing empathy as a leader, you can inspire your team, boost morale, and cultivate a more supportive and inclusive workplace culture .

Leaders who incorporate empathy into their management style often see improved employee satisfaction , higher productivity levels, and better overall performance from their teams. When leaders are empathetic towards their employees’ needs and challenges, it creates an environment where everyone feels valued and understood.

I’ve spent years mastering the art of public speaking, and one key takeaway is that the right topic can truly captivate an audience in as little as 10 minutes. I reached out to Dr.

Emily Carter, a renowned expert in communication studies with over two decades of teaching and research experience at prestigious institutions. Her work focuses on effective communication strategies , making her insights invaluable for anyone looking to engage an audience effectively.

Dr. Carter emphasized the importance of selecting topics that resonate on a personal level yet have universal appeal. According to her, this blend ensures that presentations not only hold attention but also inspire action and reflection.

She praised the variety of ideas listed, noting their potential to spark curiosity and foster meaningful discussions.

On discussing safety, ethics, and transparency in choosing presentation topics, Dr. Carter highlighted the need for presenters to carefully consider their subject matter’s impact. She reminded us that while controversy might engage an audience, it requires responsible handling to avoid misinformation or offense.

For integrating these topics into various contexts, she suggested tailoring content to fit specific audiences’ interests and concerns—a strategy that enhances relevance and connectivity with listeners.

However, presenting a balanced view requires acknowledging potential challenges — such as finding fresh angles on well-worn subjects or making complex issues accessible within tight time constraints.

Compared with other collections of speech topics available online which offer broad suggestions without much guidance on execution strategies or ethical considerations —this collection stands out by providing actionable advice alongside its ideas.

Dr. Carter’s final verdict affirmed my belief: This expansive list of “10 Minute Presentation Topics” possesses true depth and breadth for creating engaging presentations tailored for any occasion or audience type—one noteworthy tool among many at your disposal for becoming an adept speaker who leaves lasting impressions.

Drawing from both personal experience transforming from a timid speaker into someone comfortable addressing crowds big or small—and now having professional validation from Dr.Carter—I’m convinced more than ever about the effectiveness of honing presentation skills through thoughtful topic selection inspired by comprehensive lists like these.

Ryan Nelson is the founder of Speak2Impress, a platform dedicated to helping individuals master the art of public speaking. Despite having a crippling fear of public speaking for many years, Ryan overcame his anxiety through diligent practice and active participation in Toastmasters. Now residing in New York City, he is passionate about sharing his journey and techniques to empower others to speak with confidence and clarity.

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Free PowerPoint Project Plan Templates and Examples

By Lulu Richter | May 20, 2024

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We’ve compiled the top project plan templates in PowerPoint so you can easily visualize your processes from start to finish.

Included in this article, you’ll find the following:  

• Agile project plan template
• High-level project plan template
• Project plan template by project phase
• Yearly high-level project plan template

PowerPoint Simple Project Plan Template

Download the Sample Simple Project Plan Template for PowerPoint Download the Blank Simple Project Plan Template for PowerPoint

When to Use This Template:  Project managers can use this simple, single-slide template to track deliverables, tasks, and timelines over a one-year period. 

Notable Template Features: This template features a straightforward table layout with a horizontal bar chart that illustrates the duration of each task. Use the Today marker to see the status of each task (examples: finished, ongoing, or pending). The template comes with sample data that you can customize to align with your project, or you can choose the blank option and start from scratch.

PowerPoint Agile Project Plan Template

Download the Sample Agile Project Plan Template for PowerPoint Download the Blank Agile Project Plan Template for PowerPoint

When to Use This Template:  Use this two-slide template to share the details of an Agile project plan with your team and stakeholders. It provides a clear picture of the project’s journey over a specific timeline and is available blank or with sample data, so you can customize it to fit your needs. 

Notable Template Features: On the first slide, enter the project deliverables and scope. The template also provides space to list the project tasks, owners, start and end dates, and task status. Use the  Risk column to indicate whether a task runs the chance of being overdue, and visualize your sprints with the customizable, color-coded bar chart on the second slide.

PowerPoint High-Level Project Plan Template

Download the Sample High-Level Project Plan Template for PowerPoint Download the Blank High-Level Project Plan Template for PowerPoint

When to Use This Template:  This high-level, single-slide project plan template is ideal for tracking and communicating project timelines and milestones in each project phase. Use this template to inform stakeholders about the project’s progress. 

Notable Template Features: This template, available with sample data and as a blank option, provides a six-month timeline that differentiates the project phases with colors, and it uses icons to highlight project milestones. You can also designate priority level with icons (high, medium, low), and customize the display of the phases, task timelines, colors, and milestone icons.

PowerPoint Project Plan Template by Project Phase

Download the Sample Project Plan Template by Project Phase for PowerPoint   Download the Blank Project Plan Template by Project Phase for PowerPoint  

When to Use This Template:  Use this single-slide template to visualize your project in the five official project management phases (initiation, planning, execution, monitoring, closure), as well as the tasks associated with each one. 

Notable Template Features: This template visually separates the five phases of project management with distinct colors, and it illustrates the sequential steps from project initiation to closure. Customize the sample data to fit your project and show the deliverables of each phase, or download the blank version and enter your project details.

PowerPoint Three-Year High-Level Project Plan Template

Download the Sample Three-Year High-Level Project Plan PowerPoint Template Download the Blank Three-Year High-Level Project Plan PowerPoint Template

When to Use This Template:  Project managers can use this multiple-slide template to communicate the basics of a three-year project plan to stakeholders, including timeline, budget, and resources.

Notable Template Features: This template provides a slide for you to enter the deliverables for a consecutive three-year project plan. It also includes a slide for budget details and another for resource information, and it comes in both blank and sample data versions that you can customize.

PowerPoint Team Project Plan Template

Download the Team Project Plan Template for PowerPoint  

When to Use This Template:  Use this single-slide template to present how each team is progressing through their assigned tasks, as compared to the planned durations.

Notable Template Features: This template displays task progress with two duration bars: one shows the planned duration, and the other shows the actual duration. This comparison enables you to adjust deadlines as needed and forecast the timeline of future project tasks. The template also includes milestone markers so that you can assess your progress.

PowerPoint Project Work Plan Template

Download the Project Work Plan Template for PowerPoint

When to Use This Template:  Use this single-slide template to present the objectives, budget, team members, and schedule of your work plan.

Notable Template Features: This template includes space to note the key elements of a project plan, such as timelines, objectives, budget, and team. The numbered columns show tasks moving from left to right, making it easy for team members to understand the project’s scope and to grasp each section’s information.

Project Plan Related Templates

Check out these customizable project plan templates to support all aspects of your project planning process. 

Gantt Chart Template

Use a  Gantt chart template to show the durations of each successive task and progress toward deliverables.

Work Breakdown Structure Template

Use a  work breakdown structure (WBS) template to list and organize the tasks associated with each deliverable.

Project Timeline Template

Use a  project timeline template to track and monitor the project’s timeline. You can also use this as a visual tool to communicate progress with stakeholders.

Communication Plan Template

Use a  communication plan template to detail the project stakeholders and the agreed-upon plan for communicating with each other, including platform, frequency, and point person(s).

Resource Plan Template

Choose from this  variety of resource plan templates to list and manage your project resources, including personnel, budget, key pieces of equipment, and more.

Risk Management Template

Use a  risk management plan template to identify and manage your project’s risks and decide which are worth the potential opportunity.

Project Plan Budget Template

Use a  project plan budget template to track and manage your project’s budget.

Project Summary Template

Use a  project summary template to write a high-level overview of your project to share with stakeholders or higher-ups who need a bird’s-eye view of your work.

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Presenting Monthly Business Report with Charts and Tables in PowerPoint

Last Updated on May 27, 2024 by Agnieszka

Are you doing regular business reviews? Whether it is monthly or quarterly reports, consider using a visual way of explaining your data on slides. In this blog post, we’ll explore the benefits of presenting your monthly business report in PowerPoint and how visual elements can enhance clarity and engagement for your audience.

The graphics presented here are crafted by our team and the result of over two decades of experience in designing corporate presentations.

Get all the graphics presented here – click on the slide pictures to see and download the source illustration. Check the full a Monthly Business Report with Financial Performance Review (PowerPoint Template) .

What is a Company MBR?

MBR stands for Monthly Business Review and it is an internal “all hands” regular presentation where a company looks at how well it’s doing, checks important numbers, and sees if it’s meeting its goals.

Monthly management reports help the company see how it’s doing financially and operationally. They let the management team see what’s been happening and make proper decisions for the future.

If you want to make your business performance tracking look nice and easy to understand, try using a visually appealing presentation format. Here are some examples to inspire you!

What is Included in a Monthly Report?

The typical structure of a corporate MBR presentation that includes as financial review has the following sections:

• General overview of the Month – an Executive summary
• Revenue status – Month & YTD
• Gross margin status – Month & YTD
• Expenses overview – Month & YTD
• Cashflow status
• Accounts Receivable status 
• Review of Monthly operational goals 
• Next month or other period outlook

We show you an easy way to present the data of the monthly business report. To design this information we added simple shapes to arrange slide. Using rectangular outlines and simple shapes with visual elements such as icon of a financial document keeps your audience from feeling overwhelmed by the text and the content is easy to read.

Presenting an Executive Summary of a Monthly Report

MBR presentation usually starts with an executive summary,  to wrap up the most important facts and show them in the beginning. 

This is especially important when the MBR presentation is longer or when you want the audience to scan through major results right from the start. Sometimes the main decision-makers need to get such an overview at the beginning, e.g. because they will delegate details by discussions and run to other meeting

Here’s how you can show such an executive summary on one slide. Select the key facts, such what’s your 

• top line e.g. this month revenue, compare it with last year revenue of the same month
• what’s bottom line
• what’s outlook for the next month

Idea of such slide design: in the picture above you can see how to create this layout. There are three parts composed of connector shapes. By composing a slide in this way, we create hierarchies of the key facts. It would be good to consider what information should be at the top and what at the bottom.

Each of the factors we highlight thanks to adding icons and distinctive color. At the end, you can add some picture in the background to enhance the overall aesthetics of the slide. Images can help tell a story and convey a message more effectively than text alone. In this case, the colors refer to factors in the picture for better visual appeal.

Presenting KPI Dashboard with Business Units Performance

When you want to show several key financial indicators altogether of your MBR on one slide, below you see an example of how you can organize such information on one concise page.

Notice the clear layout, with each indicator clearly labeled and accompanied by relevant data.

If you need to add a lot of data on one slide, we suggest adding visual elements such as charts in their simplest form – without axis details, repeating legends, and short number format. Additionally, the use of color and spacing helps to emphasize important information while maintaining visual clarity. 

Keep the text on each slide short and to the point thanks to the audience reading a slide much faster, but if it’s necessary to add more data on one slide, just remember about white space, visual consistency, and emphasizing key data.

Showing Main Profit Drivers

If you want to present also more qualitative data such as text explanation of your main business lines profit drivers and their analysis, you can create such slide with short text information about each of the main drivers. 

From the design point of view, you can organize it as follows below.

We arranged visuals in a logical sequence, reading flow is underlined visually by adding section numbers or letters. Remember to use white space and a cohesive look (font styles, sizes, and colors). You don’t want to overdesign. A balanced arrangement ensures the slide remains visually appealing and easy to read. 

The importance is also a clear contrast between text and background color, especially if the slide has a lot of text and is quite small in size. You can also add visuals such as icons or images to complement the text.

Presenting Monthly Revenue Analysis

Do you need to show a table with reviews of sales, and budget per business line?

You can boost up standard Excel table and create customized nice-looking tabular form in PowerPoint. 

See 2 slides below, and check how we designed such a financial table, using table colors and some additional graphics. Notice the use of enough space between text elements to enhance readability and avoid overcrowding. Ensure consistency of colors and shape styles throughout the slide for a cohesive and professional appearance.

The table for presenting monthly revenue analysis is a typical form allowing you to showcase comparison data. You can enhance it using PowerPoint table tools. To highlight key metrics we used formatting features like bold and color text to emphasize important figures or trends within the table. 

If you would like to have more custom tables we suggest adding the shapes for column headings ensuring clarity for the audience.  Additionally, you can use visual elements like color-coded cells or icons to draw attention to significant changes or outliers in the data.

In the second sample of the table with financial analysis, we show you how to create a design, that looks professional and easy to read. You can use an ordinary table with your data and highlight the main data using distinctive color for each of the factors. Then you can use dashed lines and the color of the table lines. It improves the design of the slide. 

Additionally, we added a place for brief analysis or commentary text to provide context and insights into the financial data presented.  

Presenting Monthly OPEX Data Chart 

To show monthly operational expenses, you can customize the Excel bar chart in the following way, to present a monthly business report in a more engaging way. 

We added a custom arrow shaped under each bar chart column to underline the status of Actual versus Estimated value per cost center. Here arrows are manually added, as there is no way to add them automatically in PowerPoint. It takes a minute more but you get the advantage of using nicer non-default custom signs, that make your presentation look different than default charts. 

You can also consider creating separate data legend, adding bigger icons representing 3 categories:

• estimated expenses expressed as paper with planned financial figures
• actual expenses illustrated by icon showing giving money away
• difference shown as plus minus sign

In the end, adding a subtle picture in the background can create a nice visual touch. However be careful so the picture will be only a light addition to your content, not the main element. 

Showing Debt Structure in A/R Section of MBR Presentation

The financial review part of the MBR report can contain an Account Receivable dashboard and cash flow development charts. 

If you need to present a structure of debt, here is a slide with debt structure analysis. 

We reused the Excel table and transformed it into a more readable form, showing various levels of debt by age, their monetary value, and percentage. 

To create a nicer design, you can embed such a debt table with part of the picture, as we did on the bottom. Notice how this is done, so the picture does not overlap data presentation. The design trick we used here is making a table with a white background.

Usually, you also need some place for commenting on the debt structure. For that, we created a separate comment box on the right where you can add a text description of the debt analysis. That can be especially useful if you present a monthly business report that will be read without direct presentation. 

Finish with Presenting the Action Plan for Next Month

At the end of the MBR presentation usually people also present next month’s outlook with next month’s targets and action plan.

We are sharing an example of how we designed such a slide presenting a set of goals, objectives, and actions in an easy-to-understand form. We used a table for that, as it’s easy to expand and gives a structure to the presented information. There is an important last column with a place to show who’s responsible for a specific action, so task assignment is clearly presented. This allows you to make people accountable or discuss eventual reassignments during the meeting. 

On this slide we used the tips, which we wrote about in the previous examples. We designed the table using simple shapes with shadow and color to highlight and harmonize the column headers. To improve visual effects we added dashed lines inside the table.

Key Tips How to Present Monthly Business Report

When you create a presentation of your monthly business report, keep these few tips thanks your presentation will be more eye-catching and easier to remember:

• use a highlight color to emphasize key factors and headlines,
• customize tables and charts for clear structure and readability,
• keep the layout simple and clean,
• remember about white space and contrast text,
• consider using graphics such as icons or subtle background images to complement the text and enhance visual appeal.

By following these basic design principles, you can create a compelling presentation that leaves a lasting impact on your audience.

Resource: Monthly Business Report with Financial Performance Review PowerPoint Template

The examples above used the graphics from an Monthly Business Report with Financial Performance Review (PPT Template).  All slides are available in the infoDiagram collection of presentation graphics.

Moreover, you can extend your data presentation with the Listed Company Financial Report Presentation (PPT Template) right here.

Got any suggestions?

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Business Action Plan

It seems that you like this template, business action plan presentation, free google slides theme, powerpoint template, and canva presentation template.

As an entrepreneur, there's no doubt that you have a vision for your business. However, without an action plan, achieving that vision can be a tedious and frustrating task. You can relate? Well, if you use our template, you can either give a speech about how your vision turned a reality, or show some tips for other entrepreneurs to begin their own journey. The simplicity of these slides will make going straight to the point a sure thing. As decoration, we've added circular shapes, some of them filled in blue. If your own brand uses a different color, why don't you try adapting the palette so the presentation reflects your image?

Features of this template

• 100% editable and easy to modify
• 20 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the resources used

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Family Action Plan

It is ideal for families to have and set goals. And to achieve such goals, you will most likely encounter problems along the way. This is when a family action plan will come in handy. Action planning is the process of breaking down your set of goals into smaller and manageable steps while giving you the ability to resolve whatever complications that will happen in the process of achieving it. With an action plan, the goals of your family are more likely to succeed.

Family Action Plan Examples & Templates

1. family action plan steps and timeline template.

Size: 203 KB

This template enables you to not only to set your family action plans but it includes an area where you can easily set the timeline as to when your planned actions and steps must be done. Do not worry if this is still your first time making an action plan because this template contains a very simple, no-brainer layout that you can easily fill out.

2. Family Action Plan Template

Size: 491 KB

Through this family action plan template , you will be able to easily write down the action steps you need to take, the family members assigned and responsible for the step, and the resources needed in order to accomplish the step. Aside from that, you can also indicate the progress each family member has made along the way, document the date of completion, and show the result of completing the action step.

3. Family Disaster Action Plan

Size: 463 KB

No circumstance can ever beat a person who is prepared. With the help of this family disaster action plan, whatever natural disasters your family will encounter, you will be prepared for what’s to come. No family member will get behind because every single of them will be aware of what they are ought to do when such disasters occur.

4. Family Emergency Communication Action Plan

Size: 849 KB

Do not be afraid of thinking about the possible what-ifs that may happen to your family especially if you are living in an area where natural disasters usually occur. What if something happens with your family and you are not around? What if you will be having a hard time contacting them? While it is okay to think about the possible what-ifs, it is also important to answer these questions yourself by having a family communication emergency plan .

5. Family Engagement Action Plan

Size: 80 KB

Most schools or institutions would take the initiative of making sure that they have constant contact with the families of their students. One manifestation of that would be this family school action plan that enables families to engage with the school in terms of a family to family support and most especially the possible ideas, activities, and initiatives that can support the goals implemented by both parties.

6. Family Engagement Action Plan and Planning Guide

Size: 235 KB

Here is another family engagement action plan template that is made possible by a school’s initiative. This template allows you to write down the activities, practices, and policies that your family and the school would like to implement for the students’ good. Along with that are the specifics of the frequency of the activities, its scope, the grade levels, and the persons involved and responsible, the necessary resources to accomplish the action steps, and the basis on how you can measure the results.

7. Family Home Emergency Action Plan

Size: 490 KB

Being able to conveniently manage any damages to your home and other properties caused by whatever sort of disaster is a privilege that helps you sleep at night knowing that you know you will be covered. Achieve such privilege by simply establishing an emergency action plan such as this family home emergency action plan provided.

8. Family Planning Action Plan

Size: 56 KB

Family planning allows not only parents but also their children to be educated and be reminded of their right to determine the number and spacing of their children. It is good to have open-minded family members for this kind of action plan to push through because this kind of action plan has proven to help in the reduction of unsafe abortion rate as well as the number of unintended pregnancies that often lead to the death of mothers and children.

9. Family Violence Action Plan

Size: 32 KB

Make sure that every single member of your family is safe from an abusive individual with the help of this family violence action plan. Children are commonly affected by domestic violence and the sad plight here is that most of them would just keep mum about it since most of them are also being threatened to not tell a word about it. With the help of this action plan, they no longer hide and cripple with fear but they will now know what to do about it.

10. Red Cross Family Disaster Action Plan

Size: 305 KB

The American Red Cross had come up with a disaster action plan that allows families to be able to come up with their own action plan and steps in the event of an emergency or disaster. Sure, the government and some organizations will be there to help but you just can’t stand there and do nothing when your family will get in the middle of an emergency.

11. Simple Family Action Plan

Size: 435 KB

Do not be afraid to start simply by creating an equally simple action plan such as this example provided. This action plan comes in a form of a checklist where you can just list down the possible steps that you need to take for a certain goal to be accomplished, and as soon as it gets done, you can just add a check mark to indicate that you have already completed it.

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