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

Use feedback to shape your business plan

Effort : Medium
Impact : High

Getting input from stakeholders and experts strengthens your business plan. Use our five-step action plan to get started.

Decide how to invest in your business

Effort : High
Impact : High

Use our five-point guide to help you identify the business investments which will have the most impact in the long-term.

Which parts of your business need support?

Effort : High
Impact : High

A step-by-step action plan to help you understand the parts of your business which are slow or inefficient and how to provide the right support.

How to identify core products to scale

Effort : High
Impact : High

Finding a standardised, simplified and repeatable product or service allows you to simplify processes and lower costs. Our five-part action plan will help you get started.

Knowing when it’s the right time to scale your business

Effort : Medium
Impact : High

How do you know it’s time for the next step in your company’s growth? It’s a big question. Our five-step guide will help refine your thinking.

Are your company’s processes fit for purpose?

Effort : High
Impact : Medium

If you’re worried about how efficient a process is, our five-step plan can help you work out whether or not it’s fit for purpose.

Learning to prioritise your internal strategies

Effort : Medium
Impact : Medium

Use our five-part action plan to prioritise your internal strategies and improve your accountability as a leader.

Sharing financial information with employees

Effort : Medium
Impact : Medium

What information should you share with employees and what’s the best way to communicate it? Use our action plan to help you get started.

Breaking ambitious goals down into manageable targets

Effort : Medium
Impact : Medium

Follow our five-step action plan to find out how you can break ambitious goals down into manageable targets.

Communicating your vision for success to employees

Effort : Medium
Impact : High

Find out how to communicate your definition of success with employees to help turn your vision into reality.

How to define what success looks like for your business

Effort : Medium
Impact : Medium

Follow this step-by-step action plan to help you define what success means for your business.

How to predict future trends in your industry

Effort : Low
Impact : High

Follow our action plan to learn how to predict future trends that could affect your business.

Identifying and overhauling outdated processes

Effort : High
Impact : High

Poorly performing processes impact productivity and sap employee morale. Follow our five-step plan to fix systems that aren’t working.

Cash flow forecasting during unpredictable times

Effort : Medium
Impact : High

A cash flow forecast is an important tool to navigate periods of uncertainty. Our five-point plan explains how to refine your approach.

Developing a recruitment process for scale

Effort : Medium
Impact : Medium

Improving your recruitment process increases the quality of your hires. It’s a crucial part of scaling. Here’s how to get started.

Figuring out what new roles can plug skills gaps

Effort : Medium
Impact : Medium

Our five-step action plan will help you identify the skills gaps your company has and build job roles to fill them.

Creating effective targets for your employees

Effort : Medium
Impact : High

Goals provide clarity and help to galvanise your team around the company’s objectives. Our five-point plan explains how to set effective targets.

Planning cash flow during a period of growth

Effort : Medium
Impact : Medium

Financial planning is crucial during periods of growth. Our five-step plan will help you manage finances and take advantage of the opportunity.