Action Plan

Strategy Planning

For each overarching goal, identify the necessary actions, assign a champion for each initiative, estimate the time for completion, set a target date, determine required resources and budget, define desired outcomes, and establish performance measures.

Example: Improve customer service.

Action 1: Create a no-code app to notify staff when customers submit feedback
Champion(s): Jane Doe, Head of Online Sales
Estimated Time: One week
Due Date: Q1
Resources Required: Form tool (e.g., Google Forms), spreadsheet tool (e.g., Google Spreadsheet), communication tool (e.g., Gmail)
Budget: $0
Desired Outcome: Improve response time to customer issues
Performance Measures: Issue response time
Action 2: Use social listening to anticipate issues
Champion(s): John Doe, Social Media Manager
Estimated Time: Three months
Due Date: Q3
Resources Required: Social listening tool (e.g., Social Champ), staff training
Budget: $50.00 per month
Desired Outcomes: Prevent customer issues before they arise
Performance Measures: Case deflection

GOAL 1:

Action 1:
Champion(s):
Estimated Time:
Due Date:
Resources Required:
Budget:
Desired Outcome:
Performance Measures:
Action 2:
Champion(s):
Estimated Time:
Due Date:
Resources Required:
Budget:
Desired Outcomes:
Performance Measures:
Action 1:

GOAL 2

Champion(s):
Estimated Time:
Due Date:
Resources Required:
Budget:
Desired Outcome:
Performance Measures:
Action 2:
Champion(s):
Estimated Time:
Due Date:
Resources Required:
Budget:
Desired Outcomes:
Performance Measures:

GOAL 3:

Action:
Champion(s):
Estimated Time:
Due Date:
Resources Required:
Budget:
Desired Outcome:
Performance Measures:
Action:
Champion(s):
Estimated Time:
Due Date:
Resources Required:
Budget:
Desired Outcomes:
Performance Measures: