It’s likely we all have goals we’d like to achieve in our professional lives. Sometimes, they start as lofty ambitions. We have an idea of what sort of end result we want to see yet we might not be sure of how we’ll get there.
Other times, we have very concrete deliverables. Yet we might not know the path to get there. An action plan to help keep you accountable for achieving your goals is one way to help. An action plan is like a roadmap. It’ll serve as your guide to help you reach all the little steps along the way.
With increased collaboration across teams, it’s likely that multiple team members will need to help you reach your goals. In order to keep everyone on the same page, an action plan can help increase team alignment .
If you’re wondering how to make an action plan for project management , we’ll break it down in this guide. We’ll also talk about how to make sure your action plan works effectively.
A huge part of strategic planning comes to life with action plans. In order to create an effective action plan, it’s important to work backward from your desired outcome. It’s also important to be realistic about the goals you’re setting, which means making sure they’re both SMART goals and attainable.
If you’re ready to get started, follow this step-by-step guide.
First, figure out what your desired outcome is. Start to think about the goal from a big-picture perspective . Define what your goal is and from there, you’ll be better equipped to put together an action plan template.
At BetterUp, we use something called objectives and key results (OKRs) . It’s a goal-setting framework that helps keep our project planning aligned, especially when collaborating with others.
It’s also possible that there are multiple ways to approach the same objective. By outlining your objective, you can start to think through what sort of results you’d like to see as a result of reaching it. From there, it’ll help to firm up your strategic approach to tackling the specific goal.
Let’s take a look at a simple example to help frame out what this step looks like. For example, your goal is to organize a happy hour event for a prospective client. Your objective for this goal is to help engage this prospective client to become a customer.
On its face, this project might seem purely event planning related. Of course, you’ll have to consider things like timeframe, key stakeholders, invitation and guest list, and securing a venue.
But you’ll also want to consider things like communication throughout the planning process. For example, what specific steps do you need to take to put together a save-the-date email for your guest list? Can you break down the list of tasks that are bundled underneath each step?
This includes things like setting deadlines, delegating tasks , and outlining set milestones. It might end up feeling like a giant to-do list. But in many ways, it’ll give you a better handle on how to put together a management plan that encompasses everything you need to do. The more detailed, the better.
Like anything in life, reaching goals is almost never a solitary pursuit. In order to ensure your project will be successful, you‘ll need to assemble team members .
Depending on the scope of the project, you might need to do some resource planning. This includes communicating with key stakeholders and setting expectations before the project kicks off. You might also consider outlining dependencies you might need to consider along the way. After all, team alignment is critically important in achieving goals.
There are plenty of decision-making frameworks out there. But at the start of any larger project, we identify the ACID framework to also ensure roles and responsibilities are clear.
It’s also a good idea to think about how specific tasks will be allocated across your team. It’ll help empower better teamwork to clearly clarify roles and duties. Include things like any time-bound deadlines, too.
For any initiative, it’s a best practice to measure its performance. Figure out what metrics you’ll use to gauge the success of the project.
Some organizations use things like KPIs to measure the success of an end goal. Others might need to establish some benchmarking metrics before really assessing the performance of a goal.
Technology was built to help make us work smarter and better. If your organization uses project management software, take advantage of it.
At BetterUp, we use many tools. One tool that we use is Asana to help keep our projects on track. It helps us with everything from task management to time management . It’s also a great way to keep communication lines open with all project members, too.
We’re all probably familiar with plans going sideways. After all, even the best-laid plans will come across obstacles. With accelerated change and fast-evolving priorities, it’s likely you’ll have to stay agile .
In order to do so, we’ve compiled six tips to make sure your action plan is effective.
Every workflow will be different depending on the company, roles, and complexity of teams. These project plans are rough plans that could be adopted for use in a project management tool, like Asana.
Content type
Channel
Owner
Planning document/notes
Due date
Link to planning document / Blog authored by person about XYZ topic
Link to planning document / Post by person about XYZ topic
Link to planning document
Link to planning document / Story about XYZ theme
Communication channel
Sender and/or person
Link to draft content/Task owner
Due Date
Link to document / Communications manager
Insert due date
Company intranet page updated with FAQ
Link to document / HR benefits manager
Insert due date
All-company Slack message
Link to document / Communications manager
Insert due date
All company newsletter
Company email alias
Link to document / Communications manager
Insert due date
Reminder all-company email
Company HR department
Link to document / Communications manager
Insert due date
No matter what challenges you’re coming up against in your project planning, BetterUp can help. With access to virtual coaching , you can make sure your team members are empowered to reach their goals.
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