Action plan

Figuring out what new roles can plug skills gaps

Medium effort

Medium impact

Getting the team in place to navigate changing circumstances or manage increasing demand is a crucial part of business planning. However, it can be hard to see the woods for the trees. If growth is putting pressure on your team, it’s easy to only hire reactively. Stepping back and analysing what the business needs can make a big difference.

  • 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?

Recruitment plan created

Recruitment plans set out your hiring expectations for the next 12 months

Why this metric?

Knowing what key hires you need over the next 12 months makes financial planning easier and gives you time to look at upskilling team members or finding external candidates.

How do I start tracking?

Review the recruitment plan when doing your financial forecasting.