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Action Plan Excel Template

4.75 (8 reviews)

Action Plan Template to organize and track targets in Excel. Input your goals and actions, measure status and progress. Visual charts are included.

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TEMPLATE DESCRIPTION

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!

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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:

  • Dashboard
  • Goal Sections

Dashboard

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.

Start by listing your goals here and later on, you will move on to the details of each goal!

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.

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As well as Goal Status, Action Status, Action Progress, and Achievement Rate charts, here you can see dynamic charts.

Goal Sections

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.

In this template, you can add up to 30 goals.

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.

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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.

Note: If you want this template in Google Sheets, you can download our Action Plan Google Sheets Template.

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

Action Plan Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

8 reviews for Action Plan Excel Template

  1. Marshal Nieves

    I like your product. rows are not enough(risks, actions, etc). but still the product is very useful for us.

    • Someka

      Hi Marshal,

      Adding more lines is possible, after unlocking the premium version of the product with the password we sent.
      Under each goal sheet, you will see plus (+) signs on the left side of the table.
      Extra rows will be added automatically when you click on the plus (+) signs.
      Please see the image below.

      action-plan-template_plus2

      Hope this helps!

  2. Lorrie Bunker

    on goal sheet, it’s visually beautiful that the bar indicator increases proportionally as progress is completed. thanks for your creativity.

  3. M.J.

    Can I add an instruction and tips tab within the template or will i have to create it in a separate word doc?

    • Someka

      Hi,
      After unlocking your sheets, you can input any instructions and/or tips on any of the sheets. Please click here to see how to unprotect your sheets.

  4. Lorenzo Winston

    I loved the Excel but I cannot see the different section name (like dashboard, goal1-2-3). How can I go to Goal page?

    • Someka

      Hello Lorenzo,
      Just on the right side of each goal there is a navigation button which takes you to the sheet of this particular goal. You may click on the button to go to the sheet:

      action-plan_r1_sheettabs

      If you also wish to see sheet tabs (section names), Go to File > Options > Advanced, and under Display options for this workbook, and make sure the Show sheet tabs check box is selected.

      someka-help-sheet-tabs-windows-e1636717415245

      For more details and instructions for Mac users please visit here.

  5. Danielle B

    I meant to purchase a multi-usee version instead of a single user. please help

    • Someka

      Hello Danielle,
      We may surely upgrade your license from single-user to multi-user. Just email us at contact@someka.net and our team will contact you with a link to upgrade your license.

  6. Tim Close

    thank you for this service just 1 question can I remove Someka logo and email?

    • Someka

      Hi Tim,
      Yes sure you can do that easily. After purchasing the modifiable version, you can remove our logo or replace it with yours. Please click here for more information.

  7. Lynsay

    i already have the free version and I quite liked it my question is if i buy the modifiable version, is there a limit of goals i can insert? i would need to enter at least 20?

    • Someka

      Hi Lynsay,
      At the moment you can input up to 20 goals in this template as default. If you have more goals, you may create two different files or self-customize the file to accommodate more goals. If you have technical questions please feel free to get in touch with our support team at contact@someka.net

  8. Jeremie Rousse

    Hi Can i modify the titles and goal instructions (aka translate it in French)?

    • Someka

      Hello Jeremie,
      After unprotecting the sheets, you may easily edit them. To learn more about unlocking please click here.

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