Action plan template

An action plan is your personal roadmap to success — turning ambitious ideas into clear, manageable tasks. Rather than wandering through vague concepts, an action plan sharpens your focus, keeps you organized, and ensures consistent progress. Whether it's for a big project or a personal goal, this is your step-by-step guide to turning vision into action.

Mural’s action plan template helps you track progress, set deadlines, and stay accountable. It’s the difference between saying “someday” and actually making things happen. Ready to get started? 

Benefits of an action plan

• With an action plan, you’re able to set clear goals and break them down into actionable steps everyone can get behind.
• Use an action plan template to help prioritize tasks and set realistic deadlines so you can make your team more efficient.
• Since 95% of people believe their businesses could improve their communication, your team can use an action plan to boost your alignment on project goals and strategic direction.

How to use Mural’s action plan template

Step 1. Set your objective

When creating an action plan, clearly define the goal using the SMART method.

Step 2. Break down tasks

List tasks and subtasks in the action items section.

Step 3. Assign and schedule

Assign team members and set deadlines with sticky notes and color codes.

Step 4. Track progress

Use icons and status markers to monitor progress and adjust timelines.

Step 5. Collaborate and review

Collaborate with your team in real time, review your action plan template regularly, and celebrate completed tasks.

Here’s an example of a completed action plan in Mural.

Tips on how to make an action plan

• Define clear goals: You can’t achieve anything if there aren’t clear goals around it. Make sure to sit down with your team to solidify your goals so you can make a sound action plan.
• Track your progress: As you’re implementing your action plan, don’t forget to track your progress against what you’ve set out. That way, you’ll be able to strategically plan your next move.
• Start with a vision statement: Craft a brief vision statement that encapsulates the "why" behind your goal. Don’t be afraid to create a vision board if you need it!