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    • Action plan

    Using data and feedback to shape your business planning

    Medium effort

    High impact

    Your business has a range of different stakeholders, but how many of them are involved in the planning process? Customers and staff have useful insights into your business and, if you take the right approach, you can use this to shape your business plan. The end result is not only a more robust strategy, but customers and employees who remain loyal to your business because they are an integral part of it.

    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?

    Employee review of your business plan

    Get key team members to score your business plan

    Why this metric?

    Giving a small, dedicated group a chance to assess the changes you’ve made to the business plan ensures that nothing gets missed or misinterpreted over time.

    How do I start tracking?

    Recruit around five employees to join the working group. Agree how regularly you will contact them and the format their feedback will take, including quantitative and qualitative responses.