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    • Action plan

    Measuring whether an internal process is fit for purpose

    High effort

    Medium impact

    Company bottlenecks and inefficiency are often caused by problems with internal processes. Perhaps client reporting is too time consuming or salespeople are failing to convert clients to a new product. At that point, you need to measure the impact a process is having to figure out what action you need to take.

    Start this Action Plan
    • 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's involved? Ways to use this action plan Measuring impact

    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?

    Product or service margin

    The gross margin of the product or service you’re working on

    Why this metric?

    Processes have a direct impact on the cost of goods sold, including materials used and team time. Identifying and fixing poorly performing processes will increase your margins.

    How do I start tracking?

    Track the margin on products as changes are implemented.