How To Write An Action Plan For A Business

We've learned from coaching hundreds of companies that in the rush of the day-to-day, you need to be able to take in your company action plan as a gestalt whole.

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Your written criteria of success for each Focus Area give you a yardstick against which to measure progress as you go.

Also, by laying out your criteria of success for each Focus Area, you'll have clear clues for what action steps you'll need to take over the quarter--most of your action steps will be obvious.

It becomes a clear accountability tool and GPS to ensure your team is focusing on the right things and hitting the key milestones on time.

And with your plan being one page, you and your team can take it in with one look.

The marketing and sales plans spell out the steps your business will take to achieve its financial and sales goals.

The action plan explains how you will operate and manage your business.It's hard to hold someone accountable for a missed milestone if it isn't clear who was responsible.If you would like to watch a 20-minute video training on how we do our strategic planning with clients to come up with their quarterly action plan, click here and access our free Scale Tool Kit.One of the 21 videos there is on exactly that--me walking a business owner through creating a one-page plan of action. The action plan is one name for the portion of the business plan in which you account for business operations that weren't covered in the marketing and sales plans.It's important to look for criteria that are as objectively and quantitatively measurable as possible.When criteria are too subjective, you may reach the end of the quarter without agreeing on whether you succeeded.In contrast, a fast food vendor will have to carefully plan for inventory storage and turnover, the cooking process, supplies like wrappers, bags and beverage containers, and employee sanitation, etc.In most businesses, there is a lot going on in addition to the primary business of providing products or services to customers.The categories are operational plans, management plans and contingency plans.An operations plan summarizes how you will create and deliver your product or service to your customers.


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