It’s no secrtet that having an effective action plan helps any employee achieve their goals in the workplace. This is essential in order to finish any project, whether it’s a small or a big project.

When you’re asked to do something, most of the time you are left to figure out how to complete the given task/project. After all, we get hired to do the job especially if you already have relevant experience in carrying out the role. Here you will learn how to create a simple yet effective way to plan your actions successfully by taking small steps at a time.

Here 3 three simple questions to help you come up with an effective action plan:

1. What are my goals?

Visualize what you need to see in order for you to say that you have achieved your goal. Everyone has a different picture of what it is to reach a goal.

Each member of the team should explain in his own words what it looks like to achieve the goal.

For example, if your goal is to get a sale at the end of the month, ask how many sales do you need to close? What kind of products or products do you need to sell? How much income does the sale generate? Is it paid for in cash, credit, or installment? And many other factors that are involved in the sale. It should be clearly defined by the salesperson and the sales supervisor so that by the end of the month, they both know if they have achieved the sales goal or not. This way, you can avoid a lot of guess work.

To apply this to your job, you need to find out what exactly is needed from you to reach your goal. Ask your immediate superiors exactly what it is that you need to accomplish so that you are on the same page each step of the way.

2. What do I need?

What tools, workforce, or services do you need to meet the goal? In the salesperson’s case, he needs to identify the tools that he needs to achieve the goal. Does he need a mobile phone or landline to call his clients? Or does he need a laptop computer to email his clients to let them know about the product or service he is offering? He may even need a car or transportation allowance if he has to visit his clients.

Take note of everything you need and use the tools accordingly. What are the steps you need to take to achieve the goal? Which steps should be first, second, third, and so on? Sometimes we are performing actions that are not needed for the project. Find out the first thing to do, next steps, and final actions you need to take in order to do the job successfully.

For a salesperson, his job starts when he finds out his sales goals. He needs to plan his day, find out the most effective use of his time to interact with his clients to consult and convince them to buy his product.

Figure out the first, second, and next definite steps for your job and stick to it until you are done.

3. How do I check my progress?

You can track what you have accomplished in a notebook or spreadsheet to find out what you have accomplished and what else you need to do. The ability to measure what you have done will keep you motivated to do more of what you are already doing right. It reinforces you with positive habits that motivates you further so you can keep on going. And in case that you falling short with your goals, it allows you to review your actions and do things differently so you can steer in the right direction.

For the salesperson, he can check how many sales achieved and how much more he needs to reach his sales goals. If he still doesn’t have enough closed sales, he can then double his efforts to reach it. This can also apply to others even if they’re not in the sales profession. Just replace those goals with more relevant ones for your chosen line of work.


In any large organization, each task is assigned to a specific person to complete the job or project. If everyone knows exactly what to do, which tools to use, and how can they contribute to the best of his abilities to finish the project, everything will fall into its right place.

And even if you are operating alone, you need to have a clearer understanding of what you need to do to accomplish good things at work. In both situations, a clear action plan is needed. We hope that this action plan guide can help you with your chosen career path.

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