What is an Action Plan?

An action plan is a plan of action or strategy designed to help you reach a specific goal. You can create one to help you manage your time and resources so that you’re able to achieve a certain result. It is a detailed document outlining the steps you need to take to accomplish a task or complete a project.

How to Create an Action Plan

Creating an action plan can help you focus your efforts and prioritize tasks. Here’s how to do it:

1. Start with Your Goal

The first step in creating an action plan is to decide on your goal. This could be anything from writing a book or launching a new product to completing a project or increasing sales. Be specific and focus on one goal. Once you have a goal in mind, you’ll be ready to move onto the next step.

2. Break Down the Goal into Smaller Tasks

Once you’ve identified your goal, it’s time to break it down into smaller, more manageable tasks. Think about the steps you need to take in order to achieve the goal, and list those tasks. This will make your action plan more realistic and help you stay on track.

3. Estimate Time and Resources Needed

Now that you know what tasks you need to do, it’s time to estimate the time and resources you’ll need for each. Consider how long it will take to complete each task, as well as any materials or equipment you’ll need. This will help you plan ahead and make sure you have what you need when you need it.

4. Create a Timeline

Creating a timeline is an important step in the action plan process. Map out deadlines and milestones to help you stay on track and make sure you’re meeting your goals. This will also help you stay organized and prevent you from getting overwhelmed.

5. Update Your Plan as Needed

You may find that you need to make adjustments to your plan or change your timeline as you go. This is perfectly normal. Just make sure you update your plan and timeline regularly so you stay the course.

Example of an Action Plan

Goal: Increase Sales By 10% in 3 Months

  • Research current market trends and customer needs
  • Establish pricing strategy
  • Develop sales and marketing materials
  • Increase online presence
  • Organize sales meetings and calls
  • Follow up with leads
  • Create promotions and incentives
  • Review and revise plan as needed

Time and Resources Needed:

  • Research: 2 days, internet access
  • Pricing Strategy: 4 days, Excel software
  • Sales/Marketing Materials: 1 week, graphic designer
  • Online Presence: 2 weeks, social media expertise
  • Sales Meetings/Calls: 1 month, access to contacts
  • Follow Up: 1 month, phone and email access
  • Promotions/Incentives: 1 month, creative ideas
  • Review: 1 month


Creating an action plan is an important step in achieving any goal. It allows you to plan ahead and stay organized so you’re better prepared to tackle any obstacles that may arise. With a good plan and the right resources, you can stay on track and reach your desired outcome.