Once you’ve determined what you want to accomplish and when it will need to be done, it’s time to start devising your plan. Follow these easy steps to create your plan of action.
- Use a template or tool to capture your action plan and share it with anyone who needs to be involved. (You’ll find some options in the next section)
- Brainstorm. Consider all the steps that need to get done to complete your project. You may find it helpful to start with larger aspects of the project and then break those down into smaller tasks. No task is too small to be listed (let’s be honest, checking things off a to-do list feels amazing).
- Delegate and assign responsibilities to team members. You don’t have to go it alone! Hopefully, you have a trustworthy team standing by to help complete tasks and inch you closer and closer to the finish line. This also allows you to identify what resources you need to achieve the goal.
- Schedule due dates. If your project needs to be done by a specific day (which it should or it could stretch on indefinitely), then each task will have its own due date. Keep in mind that some tasks can be worked on at the same time, while others will require that a previous task has been finished before you can start the new one.
- Set up alerts to keep yourself (and your team) on track. It’s very easy to get caught up in the day-to-day grind and forget about a larger project looming in the distance. Use your scheduled due dates to set up reminders and pencil in time to work on specific tasks.
- Track your progress and check in with your team. Your action plan may have looked top-notch when you wrote it, but as you work through it, you may discover that things need to change. If you see that you’re falling behind in the tasks, it may be time to re-evaluate and potentially tweak your action plan.
- Celebrate. Completing a project is often cause for celebration, but don’t forget to review what worked and what didn’t for a smoother project next time.
Leadership action plans will not only help you achieve your goals, but will also help your team be clear on what they need to do, and feel accomplished once they’ve done it. They will also serve to identify any weak links in your organization.
Action plan Formats may differ depending on the needs of our specific project, however, as long as you include the goal, the steps, the people involved, and the due dates, you’ll have a solid plan to work with.
Action Plan Templates
When you’re ready to create an action plan, there’s no need to start from scratch. There are a number of templates and examples available that will provide the framework you need to devise your marketing strategy.
Below, is an action plan example for a 30-60-90 Day onboarding plan. This can always be tweaked to onboard individuals into a marketing position, or to create a marketing plan for your organization.
A marketing action plan may be as simple as this template:
You can also use Hubspot’s Marketing Plan Generator to guide you along the way.
No matter how you do it, an action plan may take a little bit of time to create, however, you’ll save time, energy, and resources when you have a clear plan of action for your next project or campaign.
Originally published Dec 22, 2021 7:00:00 AM, updated December 22 2021