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

Reducing turnover of contract or freelance workers

Effort : Medium
Impact : Medium

If you rely on contractors or freelancers, it’s worth investing time in retention – there are big productivity gains to be had.

Onboarding new employees remotely

Effort : High
Impact : High

Onboarding is critical to getting an employee up and running as quickly as possible – and it’s doubly important when they’re working remotely.

Implementing processes to support employees’ mental health

Effort : High
Impact : High

A subject as important as mental health requires a carefully thought out approach – small business leaders need to develop processes to support their teams.

Creating an inclusive work environment

Effort : High
Impact : High

While an inclusive workplace won’t happen overnight, there are steps you can take today to demonstrate that you understand the value of inclusivity.

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 …

Empower your best people to do more

Effort : Medium
Impact : Medium

While the temptation might be to focus on bringing the skill levels of your less experienced and confident members of the business, giving your best the chance to do more …

Managing a challenging member of staff

Effort : Medium
Impact : Medium

Left unaddressed, challenging or disruptive members of staff can start to have a big impact on business culture, atmosphere and performance. Getting to the heart of the underlying emotion is …

Introducing an incentive scheme

Effort : Medium
Impact : High

It's the carrot and stick scenario – even the most engaged need an occasional nudge towards desired behaviour, attitude and action. While small businesses don't have the bottomless pockets some …

Develop the right approach to health and wellbeing

Effort : High
Impact : High

While some changes you make in your business can adopt a more standardised approach, looking after the health and wellbeing of your people is something that needs more tailored approach. …

Improve the way you performance manage staff

Effort : High
Impact : High

At the heart of it, performance management involves a business and its employee getting the most out of the relationship. For the business, the process involves ensuring it is able …

Create career paths for your employees

Effort : Medium
Impact : High

With career progression the consistently top-ranked reason why people leave jobs in Britain, showing that your business can provide stimulating and rewarding career paths is essential.

Improve your employee appraisals process

Effort : High
Impact : High

Appraisals are a process conducted in very varying degrees of quality by businesses of all types. Done well and they provide clarity, direction and a renewed sense of purpose.