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Action plan

Choose a business process that could be automated

Medium effort

High impact

Automating business processes allows leaders to collaborate faster and improve accuracy when it comes to forecasting and budgets. When it’s implemented well, it’s a great way to optimise processes, but rushing in can have the opposite effect. Take time to identify the parts of your business where automation could be beneficial and understand where the human touch is still necessary.

  • 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?

Successul implementation

A successful implementation will be fully resourced and empowered by your implementation team

Why this metric?

You're now at the point where a successful implementation is the yardstick of your hard work and prudent planning.

How do I use this going forward?

Continue to use the planning work here to reinforce what the technology has been brought in to do.