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Team workshops, tools and templates you can modify with our AI

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Action Planning Tools

All the Action Planning Tools on this page leave you and your group with an implementation plan at the end.

13 articles
Team working through an action planning session
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  2. Action Planning Tools
  • Brown Paper Planning (Project Plan Template)

    Brown Paper Planning (Project Plan Template)

    Brown Paper Planning is a team project planning workshop that maps workstreams on one big timeline to build ownership, clear roles and a realistic plan.

    Tools
  • Stakeholder Mapping

    Stakeholder Mapping

    Stakeholder Mapping is a visual change tool that shows how key people feel about your project so you can target engagement and move influencers onside.

    Tools
  • Team Role Development

    Team Role Development

    Team Role Development helps teams compare roles, uncover gaps and overlaps, and agree actions to improve collaboration and efficiency.

    Tools
  • Team Review Workshop & Dotmocracy

    Team Review Workshop & Dotmocracy

    Team Review Workshop and Dotmocracy help teams quickly surface what works, what needs improving and key opportunities, then prioritise themes for action.

    Tools
  • Problem Solving Team Building

    Problem Solving Team Building

    Problem Solving Team Building is a fast workshop that turns a tough issue into clear options, agreed priorities and a practical action plan.

    Tools
  • Team Roles and Responsibilities

    Team Roles and Responsibilities

    Team Roles and Responsibilities is a simple template to clarify project roles, avoid gaps and overlaps, and help teams work together efficiently.

    Tools
  • Customer Journey Mapping

    Customer Journey Mapping

    Customer Journey Mapping is a workshop tool to visualise every customer touchpoint, fix broken processes and improve service experience end to end.

    Tools
  • 5 Whys Root Cause Analysis

    5 Whys Root Cause Analysis

    5 Whys Root Cause Analysis helps teams quickly uncover root causes of problems so they fix real issues instead of just treating symptoms.

    Tools
  • Balanced Scorecard

    Balanced Scorecard

    Balanced Scorecard is a team workshop to turn strategy into measurable goals, track performance across key perspectives and align daily work to vision.

    Tools
  • Prioritization Matrix

    Prioritization Matrix

    Prioritization Matrix is a visual team tool that rates ideas by impact and do-ability so you can quickly agree priorities and plan next actions.

    Tools
  • 9 Creative Problem Solving Tools For Your Next Breakthrough Idea

    Creative Problem Solving

    Creative Problem Solving is a nine-tool process that helps teams move from challenges to original, useful ideas and test them for real-world impact.

    Tools
  • SWOT Analysis

    SWOT Analysis

    SWOT Analysis is a simple team exercise to map strengths, weaknesses, opportunities and threats so you start projects and reviews with a clear shared picture.

    Tools
  • Force-Field Analysis

    Force-Field Analysis

    Force-Field Analysis is a change tool that maps driving and restraining forces so teams can rebalance them, plan actions and increase project success.

    Tools