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The first pages of the Mutual Action Plan template

Mutual Action Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
8 · US Letter
Style
Corporate
Difficulty
Beginner
Updated
November 1, 2026

Every page (8)

Overview

Enterprise deals stall in the weeks nobody planned for: legal review, the security questionnaire, procurement and budget approval. A mutual action plan puts those steps on one page that both sides own. This document runs from the shared goal and decision criteria to owned steps, dated milestones, a risk register and the launch handover.

The sample follows Oakhaven Trading and a buyer, Fernley Logistics, from a 9 February 2027 kickoff to a 28 May signature and a 14 June go-live on a £180,000 contract with a 45-day paid pilot. Replace the goal and decision date with the buyer's own words, then add a buyer-side owner to every step.

Useful for

  • A new enterprise deal where legal, security and procurement lead times need to be visible early
  • A renewal that starts 90 days before expiry and needs the customer's finance contact on the plan
  • A paid pilot with written success criteria and a price credited against the first-year contract

What's included

  • Goal page with progress bars against the pilot goals and three highlight cards
  • Decision criteria summary with weights, headline figures and the rule for signing
  • Steps and owners, with a second flow for what happens when a step slips
  • Milestone timeline with a gate-by-gate view of pilot, legal and procurement dates
  • Risk register with likelihood, impact, owners and responses
  • Launch and handover pages with a go-live checklist, sign-off and a make-it-yours guide

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

    Replace the shared goal and decision date with the wording the buyer used on your last call, then list each step with a buyer-side owner, your owner and the date they accepted.

  3. 3

    Add the legal, security and procurement steps with typical durations for this buyer, and delete the pilot section if you are not running a pilot.

  4. 4

    Set a weekly twenty-minute review slot, record it on the plan, and update the risk register and launch checklist before each review.

  5. 5

    Delete the guide page, then share the plan with your champion or present it at the next call.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

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

Questions

Who should write the mutual action plan?

Draft it with your champion, not alone. A plan the buyer has never seen is only a forecast. Every step needs a buyer-side owner and a date they have accepted.

How long should legal and procurement steps take?

Plan 5 to 15 working days for legal review, 5 to 10 days for a security questionnaire and 2 to 6 weeks for enterprise procurement, then check each with the buyer.

Are the company and figures real?

No. Oakhaven Trading, Fernley Logistics, the people, the email addresses and every figure in the sample are fictional. Replace them with your own details before sharing.

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  • #mutual-close-plan
  • #b2b-sales
  • #enterprise-sales
  • #pilot-success-criteria
  • #deal-plan
  • #google-docs

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