Action Planning Template

Updated August 2026

Action planning should be proportionate. Not every finding needs a new initiative. The objective is to focus on the few actions that will make a practical difference.

Step Prompt
Clarify issue What problem or opportunity does the evidence point to?
Set priority Is this enterprise-wide, local, urgent, emerging or monitor-only?
Identify owner Who is accountable for the response?
Define action What practical action will be taken?
Set evidence of progress What result, metric or signal will show progress?
Agree review date When will progress be reviewed?
Close the loop What will employees be told?