understand what it is and how to design one for your company – WAU

The action plan is a management tool used to guide managers and their team in the execution of tasks that will lead the business to its established goals for the cycle, however, it is necessary to know how to develop it strategically.

An action plan is a business management tool that helps managers to move their businesses from point A to point B – in other words, determine the steps towards the goals set for the business.

To exemplify this with market data, according to the E-commerce Trends 2018 report, 64.6% of virtual stores intend to increase investments in marketing to improve their commercial results.

In other words, their focus is to improve sales, and investing in marketing is one of the necessary actions to achieve the objective. In this case, of course, it is still necessary to determine the expenses, other elements of influence and who will be responsible for this endeavor.

The action plan is so practical and efficient that even professionals use the tool to organize their careers and personal activities.

But, to bring good results, it is necessary to be well elaborated and understood. In this post, we show you what you need to know about developing an action plan. Follow!

What is an action plan?

The first step in its use is to understand its concept, after all, there are several models, support tools and ways to build it. It is an administration tool that lists, in topics, what actions are necessary to achieve a goal.

Thus, it allows breaking a company’s central objective into different tasks, organizing them chronologically, and determining who will be the professionals responsible for carrying them out, in how long, and with what resources and budget.

It is a widely used tool and, therefore, several applications and systems were developed with its principles of organization and responsibility sharing. Here are some of them.


With this application, it is possible to register teams and tasks in a calendar that organizes activities, indicates the person responsible for completing them and allows the inclusion of attachments that are decisive for the continuation of an action plan.

Thus, if a company decides to create an action plan for an event that it will hold, it can list:

  • who will be responsible for management;
  • indicate the deadlines for completing each stage;
  • attach suppliers budget;
  • establish deadlines for decision making, among other details.


Also very famous, Trello has the same features as Todoist and other solutions. It allows you to determine whether the stage has been completed or not, create alarms about the proximity of a deadline, as well as different classifications for the tasks.

In other words, a manager can create lists and action plans for different aspects of his life, professional or personal, and manage all of them in the same application in an organized and efficient way.

It is possible to mention other applications, such as Schedule Planner and Evernote. In addition to the organization of actions, they guarantee the productivity of the people involved. Let’s take a closer look at their contributions to the business.

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What are the main benefits of the action plan for companies?

The action plan brings great results to the business, even if it is used to organize only the actions of its manager, for example. Among your earnings, we can list the following.

Dividing larger goals into small steps

Segment a big goal into small stages makes execution more feasible, in addition to bringing gains for the emotional aspect.

This is mainly because small victories are engaging and make the professional see his activities with more control over the difficulties and challenges of the moment.

Organize deadlines and priorities

Some actions are more urgent or necessary than others at each stage of the business, and having them all mapped allows the manager to be able to determine the order of execution more accurately. Thus, the progress of the plan will be optimized, avoiding rework or delays.

Choose the most qualified professional for each role

The use of the action plan and the consequent segmentation of tasks ensures that the business is also able to determine the responsibilities of each member of its team according to their specialties.

In addition, it makes it clear to all employees what their responsibilities are, who they should work with, as well as understanding what steps depend on the success of their executions. It is then created the sense of commitment to teamwork.

Organize routine

Action plans can also be used to recurring tasks of a company. It can be used, for example, by a Digital Marketing agency that wants to determine what the first actions in digital media and social networks should be programmed for its new customers.

Using applications like Todoist, it is possible to create different teams, and determine which teams will be responsible for conducting the actions for each client, which actions should be performed, and replicate this model whenever new contracts are closed.

How to make an action plan?

In order to carry out a good action plan or assess which applications and tools are most compatible with the dynamics of the business, it is important to understand what are its steps and conduct.

Action planning

The first moment of the plan is determine all necessary actions for the execution of the project. Thus, if the objective is to double sales, it is a basic requirement of the survey to list needs such as increased staff, recruitment, exchange of machinery, investments in Content Marketing and Google Ads, as well as other changes involved.

Execution and monitoring of actions

In these phases, those responsible for executing each task, the delivery time, elements that will be necessary for its execution, among other aspects, are determined.

You can use traditional Excel spreadsheets, Google calendar or productivity applications, such as those mentioned in the previous topics.

In any case, at each completed stage, monitoring will be responsible for notifying the start of the next phase, ensuring that the schedule is carried out successfully.

Conclusion and analysis of results

With the end of the action plan, it is necessary to evaluate the results, which points could have been improved in the strategy, as well as if the model can be replicated for similar projects in the future. This will ensure standardization and optimization of future actions.

An action plan can bring significant results of cost optimization, improved service and customer relations, in addition to, of course, productivity and sales for the business. Can also be used as a basis for marketing actions.

Do you want to know how to create a marketing plan that determines the actions to be taken, their characteristics and determination of responsibilities? So, check out this complete guide for preparing your marketing plan with a simple template to use!