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How To Write A Plan Of Action (With Examples)

By Sky Ariella
Mar. 5, 2023
Last Modified and Fact Checked on:

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How to Write a Plan of Action (With Examples)

Summary. An action plan is a strategic outline that helps you achieve your goals. To create an effective action plan, first define a SMART goal, followed by a list of actionable tasks leading to that goal. You should also establish a timeline with milestones throughout the process. Finally, consistently track your progress to ensure you’re on track.

Every individual aspires for success, but transforming dreams into reality is often a complex journey. It requires a clear vision, effective goal-setting, and, most importantly, a comprehensive action plan detailing how to reach your objectives.

Key Takeaways:

  • An action plan simplifies a complex long-term goal into manageable tasks and establishes a timeline for tracking progress.

  • These plans are invaluable for overseeing large projects with multiple objectives or for personal development tracking.

  • Various planning techniques, such as SMART goals and SCHEMES, can enhance your action plan’s effectiveness.

Action Plan Example

What Is an Action Plan?

Defining a specific goal clearly identifies your desired outcome. An action plan provides a structured approach to achieving that outcome.

A well-crafted action plan includes necessary guidelines, milestones, and a clear definition of ultimate success. This clarity helps you monitor your progress and understand what remains to be done.

Creating an action plan during the initial stages of strategic planning is crucial. It outlines the steps required to achieve your goals, making it an essential practice for any type of project, whether professional or personal.

How to Write an Action Plan

  1. Specify a SMART goal. The first step in drafting an action plan is to define a concrete goal that adheres to the SMART criteria. This framework helps transform abstract ideas into achievable objectives.

    The SMART framework includes:

    • Specific. Goals should be clear and detailed. Avoid vague aspirations like “making more money,” which can lead to uncertainty and lack of direction.

    • Measurable. Choose quantifiable goals that allow you to track your progress and growth. For example, if your goal is to increase concert ticket sales, specify the exact number you aim to sell.

    • Attainable. Set realistic goals that are achievable within your timeframe and skill level. Ambition is important, but it must be balanced with practicality.

    • Relevant. Ensure your goals align with your overall objectives, whether in your career or personal life.

    • Timeframe. Establish a deadline for achieving your goal to maintain focus and urgency.

  2. Strategize tasks leading up to the goal. After setting a SMART goal, outline the actions required to reach it. Create a comprehensive list of tasks.

    For long-term goals, break them into smaller, manageable objectives that lead to the final outcome.

  3. Schedule a timeline. A timeline is essential for an effective action plan. Outline a series of deadlines, including the final date for achieving your goal.

    When detailing tasks, assign realistic completion dates based on the scope of each project component.

  4. Establish milestones. Identify key milestones during the action plan’s development phase. Incorporating milestones helps maintain motivation and provides clarity on your progress.

  5. Track progress and assess success. After developing your action plan, the key is to follow through. Begin implementing your plan and set a start date if necessary.

    Monitor your progress regularly. This can be achieved through scheduling team meetings or personal reflections. If adjustments are needed, tracking will reveal necessary changes.

    Assess your success at each milestone or deadline, evaluating what you’ve accomplished.

Template for Action Plan

The Issue At Hand Is:
The End SMART Goal Is:

Tasks Leading Up To End Goal Who is Handling this Task? Task Deadline Needed Resources For Completion Progress Updates The Result
What tasks will you need to do leading up to the end goal? (From earliest to latest) Who is responsible for completing this task? What is the date you will complete this task by? Is there anything you will need to complete this task properly? Use this section to update your progress on each task Describe the result of the task. Was it accomplished, when, and were there any obstacles?

Example of an Action Plan

The Issue At Hand Is: Insufficient staffing at a restaurant.

The End Goal Is: To hire three experienced employees within the next month.

Tasks Leading Up To End Goal Who is Handling this Task? Task Timeline Needed Resources For Completion Progress Updates The Result
Post a detailed job opening on at least three career websites, including restaurant background and position expectations. The Restaurant Owner January 15, 2026 A computer

Internet access

Job description information

Job description completed (01/10/2026)

Job postings on three websites completed (01/15/2026)

Job listing posted successfully on January 15, 2026.
Process applications through an Applicant Tracking System (ATS) and shortlist candidates for interviews. The Restaurant Manager January 22, 2026 A computer

Access to ATS software

30 applications received (01/20/2026)

ATS processed applications (01/21/2026)

10 candidates shortlisted for interviews (01/22/2026)

Ten promising candidates selected for interviews.
Schedule and conduct interviews to evaluate candidates’ suitability for the role. The Restaurant Manager February 5, 2026 A designated interview space

Interview questions and evaluation criteria

Interviews scheduled with candidates (01/25/2026)

All interviews conducted by February 5, 2026.

Selected three candidates for the available positions.
Make job offers to selected candidates and complete necessary onboarding paperwork. The Restaurant Manager February 12, 2026 Contact details for candidates

Onboarding documents

Job offers extended (02/07/2026)

All candidates accepted the offers (02/10/2026)

Successfully onboarded three new employees by February 12, 2026.

Why an Action Plan Is Useful

  1. Identifies progress. An action plan provides a clear picture of how far you have to go before reaching your goal, outlining the necessary work and what it entails. This timeline is particularly beneficial for long-term objectives.

  2. Offers direction. Achieving a goal is more challenging without a defined objective. An action plan steers you in the right direction and keeps you focused.

  3. Enhances motivation. One major reason for not meeting goals is a lack of motivation. A well-structured action plan serves as a motivational tool, reminding you of the end goal and the steps needed to achieve it.

  4. Defines milestones. An action plan delineates the steps necessary to reach your goal. This breakdown not only aids motivation but also clarifies your progress toward the ultimate objective.

    Additionally, establishing milestones helps maintain focus on the task at hand.

Who Needs an Action Plan?

Action plans are beneficial in both personal and professional contexts across a variety of situations. While the action plan of an executive may differ significantly from that of an entry-level employee, the end goal remains: ensuring daily tasks contribute to achieving a specific objective.

The primary difference between action plans at various organizational levels lies in their scope. A manager develops achievable goals for their team, establishing a system for measuring results, providing feedback, and fostering an efficient work environment.

Conversely, an entry-level employee might create a plan after discussions with a supervisor. Writing down business goals while they are fresh in your mind simplifies the process of setting and achieving short-term goals aligned with broader organizational objectives.

Action Plan SCHEMES

To ensure your action plan is comprehensive, consider the SCHEMES acronym, which stands for:

  • Space

  • Cash

  • Helpers

  • Equipment

  • Materials

  • Expertise

  • Systems

Not all action plans require consideration of every aspect. Smaller projects may focus primarily on helpers and expertise.

SCHEMES can help ensure that no crucial elements are overlooked during the planning process. After all, it’s vital to avoid setbacks caused by insufficient funds or lack of necessary expertise.

Action Plan FAQ

  1. What are the parts of an action plan?

    The components of an action plan typically include the “who,” “what,” and “when.” The “who” refers to the individuals involved in the plan, including their responsibilities. The “what” outlines the steps and goals of the plan, while the “when” establishes a timeline for achieving these objectives.

  2. Do you need an action plan to be successful?

    No, an action plan is not strictly necessary for success, but it can significantly enhance your chances. Action plans provide clarity on your goals and outline the steps needed to achieve them.

  3. What is a written plan of action?

    A written plan of action details the tasks to be completed, the timeline for completion, and the individuals responsible for each task. It serves as a roadmap for achieving your goals, whether for individual projects or team initiatives.

Final Thoughts

An action plan is essential for streamlining projects and reducing stress. By establishing achievable goals from the outset, you not only enhance your time management but also foster a positive mindset. Initiating a project with a well-defined plan is far more effective than relying on vague resolutions or a mission statement without a clear vision for execution.

Crafting an action plan doesn’t have to be overwhelming. The time invested in developing it will pay dividends in the long run, making it worthwhile to create a detailed plan today.

References

  1. Feinberg School of Medicine – Developing a Research Action Plan for Your Organization

  2. Augsburg University – Creating an Action Plan

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Author

Sky Ariella

Sky Ariella is a professional freelance writer, originally from New York. She has been featured on websites and online magazines covering topics in career, travel, and lifestyle. She received her BA in psychology from Hunter College.

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