PlanningXLSX
Action plan
Turn recommendations into tasks, owners and deadlines.
Business managementEstimated time: 25 minutesVersion: 1.0
How to use
1. Make every task deliverable. 2. Assign one owner and a due date. 3. Record dependencies and blockers. 4. Update status after reviewing the output.
Completed example
This is a fictional example, not client data or a pricing recommendation.
Initiative: Standardize enquiry follow-up Task: Prepare enquiry intake checklist Output: Five-field checklist Owner: Operations manager Due date: One week after project start Dependency: Sales manager approval Resources: One-hour team review Status: Not started Blocker: Confirm checklist approver Next review: Weekly progress meeting