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Action plan

Assess whether your technology will support business growth

Medium effort

High impact

Constantly changing your apps, tools and working processes is easy to do when you’re small, but as the business grows, it pays to consolidate tools and get a more holistic view of sales and products.

Basic solutions like spreadsheets can become cumbersome, and leaders need to recognise when a step change towards more robust technology is necessary. Get the right set of products and services and they can be used across the workforce, streamlining operations and enabling growth.

  • 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

What can I do with this Action Plan?

Start this Action Plan

Add some extra information to this plan and we’ll help you get it done.

Get started
  • 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

Download and print

Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

Get the printable Action Plan

Learning Groups

We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

Find a Learning Group

How will I know if my action plan is working?

Defined requirements for technology

A set of requirements provides direction

Why this metric?

Business leaders should have a clearer idea of what they want from technology.

How do I start tracking?

Review requirements every six months, reflecting on whether your needs have changed during this time.