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Action plan

Define which business needs digital tools could support

Medium effort

Medium impact

There’s a wealth of digital tools available, but it’s important to think carefully about what’s the best fit for your business rather than choosing something because it’s new or popular. Developing a thorough understanding of your core needs first will help you to arrive at the right solution, whether that’s new technology or something different entirely.

  • 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?

Confidence to move forward

When you’ve completed your business case you can decide whether buying software is the best way to achieve this goal

Why this metric?

While you might have thought, or been told, that your business needs to make better use of technology, if the numbers don't add up then it doesn't make sense to move forward with what could be quite a costly process.

How do I use this going forward?

Working out your projected cost savings by using a new technology, coupled with expected upfront and ongoing costs, will steer you in the right direction when it comes to choice of product and employee uptake.