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

Nurturing your network over time

Effort : Medium
Impact : High

Having a trusted network of people is an invaluable resource for business leaders. Our five-step action plan shares advice on nurturing your network.

Building a network from scratch

Effort : High
Impact : High

Building a network is about making valuable contacts who can provide guidance during critical moments. Our action plan will show you where to start.

Growing sales with existing customers

Effort : Medium
Impact : High

Creating more value for existing customers provides a sustainable way to grow your business. Follow our five-step plan to figure out the opportunity.

How to build stronger relationships with loyal customers

Effort : Medium
Impact : High

Developing a plan for building stronger relationships with long-term customers will make sure your business prospers.

Using research to understand the business landscape

Effort : Low
Impact : Medium

This action plan looks at how business leaders can use different types of research to build a better understanding of the business landscape.

How to set marketing goals and analyse results

Effort : Low
Impact : High

Our five-step action plan explains how to start tracking your marketing activity and make sure it has an impact.

Marketing to a new customer persona

Effort : Medium
Impact : High

Targeting a new group of customers? Our five-step action plan explains how to adapt your marketing strategy.

Developing a new product or service

Effort : High
Impact : High

Creating a new product or service for your business and not sure where to start? Follow our five-step action plan.

Identify a new target customer

Effort : Medium
Impact : High

Identifying new customers prevents an overreliance on existing clients and can connect you to valuable opportunities. Use our action plan to get started.

Making a USP part of your company culture

Effort : Medium
Impact : Medium

If you’ve developed a unique selling point (USP) and want to ingrain it in your culture, our five-step action plan will help.

Defining your unique selling point (USP)

Effort : Medium
Impact : High

It’s harder than ever for businesses to stand out. Defining your USP allows you to quickly communicate what makes you different.

Establish your company culture

Effort : Medium
Impact : High

In an age when the reason people stay in a job is shifting away from pay and towards cause, establishing a company culture and the values it lives by help …

Turn your staff into brand advocates

Effort : Medium
Impact : Medium

We live in a world of reviews, whether its for a restaurant or that new product you're thinking of buying. Your employees are often the most impactful and genuine advocates …

Improve communication within your team

Effort : Medium
Impact : High

When a business is communicating well internally its staff feel more engaged and involved. When done badly it can be something that breeds resentment and confusion. Developing a set of …

Create your company's future leaders

Effort : High
Impact : Medium

Recruitment is expensive, particularly when it comes to senior leadership roles. Cultivating from within lets you firstly identify who is most engaged with your business and where it is trying …

Creating an effective remote workforce

Effort : Medium
Impact : Medium

Remote working is nothing new, but before coronavirus it was much more the realm of freelancers or more digitally-focused businesses. Businesses forced into remote working patterns are now experiencing first …

Filling the skill gaps in your business

Effort : Medium
Impact : Medium

Factors outside of your control, such as changing consumer habits, development of new technologies or particular regulations, mean it's important to stay abreast of the skills your business has and …

Increasing overall staff engagement

Effort : Medium
Impact : High

Most of your team will know where their day-to-day responsibilities lie and what doing their job well looks like. However, engagement in the company's wider goals and ambition is equally …