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Action plans

Action plans are a list of five things we recommend you do to help with a particular business challenge.

Interact with each step in the plan by setting the dates for when you will complete the action and assign ownership of the action to one of your team if applicable.

Then make use of the helpful tools and templates provided to help with certain steps and take note of the success metric we suggest tracking.

Listed below are a wide variety of action plans which can be filtered by theme.

  • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
  • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
  • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
  • A downloadable PDF version of each action plan is available if you’d like to compete it offline

Assess whether your technology will support business growth

Effort : Medium
Impact : High

As your business grows, it pays to consolidate tools. Get the right tech solutions and they will streamline operations and enable growth.

Develop your digital skills as a leader

Effort : Medium
Impact : Medium

Identify what digital skills are important in your leadership role and find the best learning method, from online resources to training and events.

Identifying which digital tasks should be outsourced

Effort : Medium
Impact : Medium

Avoid sapping internal time and resources by identifying which digital tasks could be outsourced.

Decide which digital sales channels will work best for your business

Effort : High
Impact : High

With so many digital sales channels available to businesses, find out how to select the ones that serve your needs.

Calculating the ROI from implementing new technology

Effort : High
Impact : Medium

The first data point you get about a new technology is often the cost of a tool – and that can be intimidating. What’s less clear is the return on that investment (ROI).

Preparing for a new investment in technology

Effort : Medium
Impact : Medium

Once you have made a decision on using a new technology, the next step is to plan how it will be implemented.

Make a decision about which technology is right for your business

Effort : High
Impact : High

Once you’ve identified the business needs new technology could support, it’s time to research and choose something that’s right for your organisation.

Define which business needs digital tools could support

Effort : Medium
Impact : Medium

There’s a wealth of digital tools available to support your business needs, but how do you know what’s right for your business before you invest?

Choose a business process that could be automated

Effort : Medium
Impact : High

Identify the parts of your business where automation could be beneficial and understand where the human touch is still necessary.

Streamline your sales process

Effort : High
Impact : High

Your sales process is the engine that powers the business. Maintenance and improvements are essential to making sure it runs effectively.

Using data to inform decision making at your business

Effort : Medium
Impact : High

Using data to inform decision making at your business is a no-brainer – the biggest challenge is getting into the habit of doing so.

Collecting data to improve your business

Effort : Medium
Impact : Medium

Collecting the right data helps to support decision making and facilitate accurate forecasts. But all too often, businesses end up with quantity over quality.

Set a research question to shape data collection

Effort : Medium
Impact : Medium

Embarking on data collection without a clear plan can leave you with swathes of information that’s irrelevant or unusable. Setting a research question first gives the process direction.

Leverage your online presence to grow your customer base

Effort : Medium
Impact : High

Once you’ve built an online presence, the next step is to leverage it to grow your customer base.

Build an online presence for your business

Effort : High
Impact : High

Building a strong online presence will help to drive more traffic to your business, increase company awareness and showcase your expertise.

Creating a set of company values

Effort : Medium
Impact : Medium

Company values can act as a motivator for staff and give them a strong sense of purpose. Follow these five steps to create a set of company values.

Taking action to overcome a problem in your business

Effort : High
Impact : High

If you’ve found a potential problem in your business, the next step is to decide on the actions you’re going to take in response.

Learning to recognise warning signs in your business

Effort : Medium
Impact : High

Learning to recognise warning signs in your business is crucial to stopping issues from developing into bigger problems.