Action Plan Excel Template
Action Plan Template to organize and track targets in Excel. Input your goals and actions, measure status and progress. Visual charts are included.
A solid project management action plan is a big step in realizing goals. In fact, many organizations benefit from action plan formats to effectively manage and complete projects. Our Action Plan Template is here for you to organize and track your goals easily in Excel!
You can easily keep track of steps to take in achieving employee goals and their current progress. With its dynamic and interactive summary charts, the Action Plan Template gives you a clear understanding of your project efforts.
Action Plan Template Features
This template consists of two main parts:
- Goal Sections
The dashboard of the Action Plan Excel Template has three main functions. Firstly, it is used to define your goals. The data area is already created to accommodate twenty main goals.
Secondly, the dashboard has navigation buttons to view and edit the details of each goal. Once a new goal is created, the ‘Goal Section’ navigation button will automatically be created. Click on the relevant ‘Go to Goal’ button to visit the goal page.
Thirdly, you may find the analysis and reporting charts as a summary section. The action plan analysis includes:
Number of Goals – represents the total number of your current goals.
Number of Actions – shows the total number of actions listed to achieve all goals.
Action Process – provides the percentage of progress in achieving your goals.
As well as Goal Status, Action Status, Action Progress, and Achievement Rate charts, here you can see dynamic charts.
The goal sections of the Action Plan Template are individual sheets for each goal. Here you will add details of each goal. These details include risks and opportunities as well as action-related details.
You will input risks and opportunities (optional), actions, and responsible persons manually. You may also add start and end dates. In addition, you will easily use the dropdown menu option to choose:
As a matter of fact, the responsible person for each action, its priority level, current progress level, and status.
These details will be used to create the dashboard summary charts for the Project Action Plan. A visual summary of your goals and the relevant actions will appear on the dashboard page once you have added them.
Action Plan Template Features Summary:
- Action plan organizer and tracker
- Dynamic summary report charts included
- Informational notes included
- No installation needed, ready-to-use
- Works both on Mac and Windows
- Compatible with Excel 2010 and later versions
- Does not include any VBA code or macros