Office sheets and planners8 to 35 rows
Action plan template
A one-page action plan that starts with a goal and breaks it into numbered steps. Each step gets an owner, the resources it needs, a due date and a status. It suits teams, committees, clubs and anyone turning an intention into tasks.
- Type your details or print blank
- Print or PDF, Letter or A4
- Free, no sign-up
On this page
What prints
The default heading is Action Plan. Under it are two fields, Owner and Target date, and then a Goal box for one or two sentences. The main table is numbered from 1 and has six columns: #, Action step, Who, Resources needed, Due and Status. At the bottom, a box titled How we will know it worked takes the remaining space.
This sheet is the "Action plan" choice of a shared table form, so it opens already set to that form.
The settings
- Heading. Optional title, 40 characters at most; blank keeps the standard one. Try something like "Fundraiser plan".
- Form. The page opens on Action plan; the same control also offers Team roster, Attendance sheet, Work log, Vendor list and Production schedule.
- Rows. From 8 to 35; this page opens with 14. Fewer rows leave a larger bottom box.
How to use it
Write the goal so that someone outside the team could tell whether it was reached. Then list steps in the order they must happen, one action per row, starting each with a verb. Put a name in Who, not a department. Use Resources needed for money, people, permissions or materials, which is where plans most often hide problems.
Status has no preset choices; many teams use "not started", "in progress" and "done". The success box is for a measure and a date, such as "Twelve new volunteers signed up by June."
For a plan with milestones, risks and scope, the project plan template is the longer sibling. A short to-do list covers one person's daily tasks.
Worked example: a neighborhood cleanup
A block association wants to hold a cleanup day. Goal: "Hold a cleanup on Saturday, April 18, with at least 20 neighbors and no unsafe dumping left on Maple Street." Owner: the association secretary. Target date: April 18.
Steps: "1. Get city permission for dumpster, Dana, city permit form, Mar 20, in progress." "2. Ask hardware store for gloves and bags, Luis, donation letter, Mar 27." "3. Flyer on every door, Priya, copies and 2 hours, Apr 5." "4. Confirm helpers, Dana, sign-up sheet, Apr 12." "5. Run the day, all, coffee and water, Apr 18." Success box: "Count volunteers at the start, weigh bags, photograph the street."
Review it
Check the status column at every meeting. This community-planning method is described in the University of Kansas Community Tool Box, which treats an action plan as who does what by when.