Skip to content
WorkspaceTemplates
The first pages of the Action Plan template

Action Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
7 · US Letter
Style
Bold
Difficulty
Beginner
Updated
October 30, 2026

Every page (7)

Overview

Most action plans fail because the actions describe intentions and nobody owns them. This template starts from one goal with measures, then breaks it into verb-led actions that each have a single owner, a due date and a check. It is organised as a goal scorecard, an action list, a RACI matrix, a 12-week timeline, a measures page and a definitions page.

The sample follows Ivywell Partners as it cuts client onboarding from 14 days to 10 between November 2, 2026 and January 22, 2027. It shows quick wins in the first two weeks, process fixes in the middle and a final verification. Replace the goal, owners, dates and figures with your own, and keep the one-owner rule.

Useful for

  • A team turning a workshop or audit finding into dated actions with named owners
  • A manager building a 90-day plan against one measurable goal
  • A corrective action plan that needs owners, deadlines and a verification date

What's included

  • Goal page with a five-line scorecard and the next initiatives with owners and dates
  • Action list grouped into quick wins and process fixes, plus review points
  • RACI matrix for seven tasks and five roles, with the deciding roles defined
  • 12-week timeline with phases, owners and milestone dates
  • Measures page with tiles, a full scorecard and measure definitions
  • A one-page guide for replacing the sample content

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    State your goal in one sentence with a number and a date, then enter the baseline and target for each measure on the first and measures pages.

  3. 3

    Rewrite each action to start with a verb and give it one owner. Put at least one due date within the first two weeks and spread the rest.

  4. 4

    Update the RACI matrix so every task has exactly one accountable role, and edit the timeline weeks to match your dates.

  5. 5

    Delete the Make it yours guide page, then share the plan or present it at your next review.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Can I use this for a corrective action plan?

Yes. Replace the goal with the issue, make the first actions the corrective ones, add preventive actions, and set the verification date 30 to 90 days after the last action closes.

How many actions should a plan have?

Six to fifteen works for most goals, each with one owner and a due date between two and twelve weeks out. More than that usually means two goals are mixed together.

Are the organisation and figures real?

No. Ivywell Partners, its people, email addresses and every figure are fictional sample content. Replace all of it with your own information before you share the plan.

  • #action-plan
  • #google-docs
  • #project-management
  • #corrective-action
  • #90-day-plan
  • #smart-goals
  • #raci

Related templates

More Google Docs templatesMore project management templates

More action plan templates

See all 6

Also in Project management

All project management templates
Get this template

    What you get

      Use this templateSee full details

      Preparing your template…