Action plan

Breaking ambitious goals down into manageable targets

Medium effort

Medium impact

Knowing how to set ambitious but realistic goals is a common challenge for business leaders. Overly ambitious goals can affect morale and derail strategies, while flat goals can lead to a decline in motivation. Investing time in your goal-setting process and regularly monitoring progress allows for better forecasting and more informed decisions.

  • 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?

Goals matrix created

Record a summary of the company’s goals and whether you're on track

Why this metric?

Creating a matrix that includes goals and targets set across the business gives you an overall picture of what is on track and what needs more attention.

How do I start tracking?

Use a simple spreadsheet with a colour-coded traffic light system or a specialist project management programme if you require a more sophisticated monitoring tool.