Action plan

Collecting data to improve your business

Medium effort

Medium impact

Collecting the right data helps to support decision making, inform marketing strategies and facilitate accurate forecasts. But all too often, small businesses fall into the trap of collecting more data than is needed, ending up with quantity over quality. Follow our five-point action plan to streamline your data collection so that every data set you gather has meaning and purpose.

  • 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?

Amount of relevant data collected

Analysis will tell you how useful your data is

Why this metric?

Analysing your data will demonstrate whether you’ve done enough research and if your changes have had an impact.

How do I start tracking?

Speak to employees and relevant stakeholders after six months to find out how much relevant data they’ve been able to collect and how they’ve been able to apply it to their roles.