This is a new service so please help us improve it by letting us know if something looks amiss.

Action plan

Make a decision about which technology is right for your business

High effort

High impact

Once you’ve identified the business needs new technology could support, it’s time to research and choose something that’s right for your organisation. Testing and trialling different tools can be a long process but it’s worth it – putting the time in now will give you confidence in your investment and help to bring your digital tools together in a way that works well for everyone.

  • 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 set of requirements

Your clearly defined service requirements will have potentially narrowed down a solution(s) and/or supplier(s)

Why this metric?

With lots of services and options out there, it's important to be able to narrow down your options so that focused conversations can be had.

How do I use this going forward?

Your features checklist will be another important document, full of personalised information about your business, that will be vital for buying with confidence.