Action plan

Making an informed decision about investing in your business

High effort

High impact

Investing is a big decision and many business leaders are hesitant because it might not go to plan. But, without investment, some areas can become ineffective and stagnate. By talking to peers and staff, looking at what support is available, and making a clear business case for new investments, you can make a more informed decision and identify the investments which will have the most impact in the long term.

  • 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?

Key Performance Indicators (KPIs) results

Meeting your KPIs demonstrates progress towards your goals

Why this metric?

KPIs are a set of business goals that tell you whether you have achieved your goals in a set timeframe.

How do I start tracking?

Set your KPIs at the time of investment by asking yourself what would make this investment a success. Make them measurable – such as a five per cent uplift in online sales after a year of employing a new sales director – and revisit them every six months to measure your progress.