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    • Action plan

    Discover which parts of your business need more support

    High effort

    High impact

    Have you got a clear understanding of the parts of your business which are slow, inefficient or lagging behind the rest of the market? It’s easy to get caught up in day-to-day operations and miss the areas that could benefit from support or development. Taking a step back and looking critically at your business can improve efficiency, productivity and staff satisfaction.

    • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
    • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
    • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
    • A downloadable PDF version of each action plan is available if you’d like to compete it offline
    What's involved? Ways to use this action plan Measuring impact
    1

    Assess the current situation by looking at key departments and processes your business relies on the most

    Impact: medium

    Why will this help?

    It’s important to take a broad look at company operations so you can understand the bigger picture before delving into the detail.

    2

    Run employee workshops to learn more about how different teams currently operate and get feedback on which parts of your business need more support

    Impact: high

    Why will this help?

    Get employee feedback on the bottlenecks that frustrate them, areas they want to develop or items on their to-do list that never get ticked off. This will give you a good indication of which areas to improve.

    How to run an employee feedback workshop

    Workshops are an effective way of solving problems and getting feedback from employees. Use our step-by-step checklist to run your own successful workshop.
    3

    Talk to other business leaders about how they handle certain processes

    Impact: medium

    Why will this help?

    All businesses operate differently, but understanding how another company approaches the same situation can offer useful insight into specific areas you might need to review.

    Building a network from scratch

    Building a network allows you to access advice and guidance from other business leaders and experts. Use our checklist to get started.
    4

    Conduct a SWOT analysis to give you a better understanding of the strengths, weaknesses, opportunities and threats in the business

    Impact: medium

    Why will this help?

    SWOT analyses allow you to look critically at your business and identify new opportunities that you can work towards.

    Creating a SWOT analysis for your own business

    Use our free SWOT analysis template to define your company’s strengths, weaknesses, opportunities and threats.
    5

    Create a development roadmap for the business, setting out each gap or problem that you have identified, your proposed solution and when it will be addressed

    Impact: high

    Why will this help?

    The solutions to your problems will range in scope and cost, and it may not be possible to resolve them all immediately. Setting out a roadmap gives you a chance to raise extra funds to resource them, do research and find external support where necessary.

    Building a development roadmap

    Development roadmaps plan out the steps you need to take to develop a new product or service. Use this helpful template to get started.

    What can I do with this Action Plan?

    Start this Action Plan

    Add some extra information to this plan and we’ll help you get it done.

    • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
    • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
    • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
    • A downloadable PDF version of each action plan is available if you’d like to compete it offline

    Download and print

    Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

    Get the printable Action Plan

    Learning Groups

    We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

    Find a Learning Group

    How will I know if my action plan is working?

    Staff satisfaction survey results

    Staff satisfaction surveys help gauge sentiment at regular intervals

    Why this metric?

    Whether gathered anonymously or not, staff satisfaction surveys help gauge the sentiment of your people as changes are made and impacts felt.

    How do I start tracking?

    Use an online survey to get feedback from members of staff three and six months after making changes to see what impact it has had.