Action Planning Tools and Templates

Microsoft Excel

Excel can be used to create and manage an action plan. Using conditional formatting and formulae will help you to track and manage your initiative.

Watch this video on create an action plan in Excel

Microsoft Planner

Microsoft Planner is a web-based tool for work management. This tool makes it possible to plan tasks and handle small projects without complex planning effort.

With Microsoft Planner, you can efficiently assign and organise times and tasks. You can also set deadlines, assign tasks to other people and share files and progress.

Watch this video on using Microsoft Planner.

Trello

Trello is a web-based tool that integrates with Google Workspace, and there is a free version with basic features. Trello allows you to organise and track individual and team tasks, assign due dates, prioritise tasks, add labels, and view in different ways.

Watch this video for more information on using Trello for managing action plans.