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Top 7 Research Action Plan Templates with Samples and Examples

Yajur Sharma

Today, every business relies heavily on analysis and data from different sources to make informed decisions about their product or service. These analytics directly influence how companies inspire innovation and strive to stay competitive.

However, you don't just miraculously get this data; it requires carefully constructed and in-depth research, and every successful research project requires a roadmap. RESEARCH ACTION PLAN is that roadmap for your research needs. 

Research action plans provide a solution to an existing project or problem and to a new study. Businesses, scientific organizations, academics, government, technology sectors, and others commonly employ these action plans. 

Whether you are planning to launch a new product or looking to improve an existing one, you require research about the market, target audience, competitors, etc. Without a set action plan, this process is like stepping out in the wild without the appropriate tools for survival or heading for a trip without GPS. You'd probably be lost without it. 

Also, explore our top 7 Action Plan Project Management Templates to ensure that every project journey is achievable

Research Action Plan Templates

There is no set standard when it comes to drafting a research action plan. However, there are certain sections which are included in almost all plans. One of the sections is Introduction. This contains the information on why the research is being conducted and the ways it will affect the industry or sector. The next section could be the statement of the problem, followed by methodology, analysis of data, etc. 

Generally, this is a concise document that is used to get approval for a thesis or business proposal. It illustrates fresh ideas and concepts on a specific endeavor. To help you draft a research action plan that resonates with your unique requirements, SlideTeam has put together these best 7 PowerPoint Templates for the research action plan. These pre-designed slides are 100% editable and customizable and can be used for multiple industries and sectors. These can be employed for market research, academic student research, covid-19 data, and more. 

Follow this link to learn more about the research program plan and share valuable points with your peers. 

These PowerPoint Templates comprehensively showcase complex information with the help of graphics like icons, tables, charts, etc. 

Let’s explore our top 7 templates now!

Template 1: Action Plan for Conducting Effective Marketing Research

Transform your marketing strategy with pin-pointed, research-backed information using our PPT Template on an action plan for effective marketing research. It includes key components like tasks, descriptions, timetables, responsible person, and status. Given in a tabular format, it enhances the visual appeal of the template and offers clarity. Key tasks covered in the slide are competitor analysis, surveys, creatives, communication, and campaign analysis. This template ensures an organized and efficient process for conducting detailed marketing research to enhance overall marketing efforts. Download now!

CLICK HERE TO DOWNLOAD!

Template 2: Plan of Action for Academic Student Research Proposal

This PPT Slide showcases an organized way of developing a research proposal. It includes elements such as beginning the topic, understanding the research area, background of the study, significance, and previous research experience. Each of these elements is highlighted with unique icons to offer clarity and enhance the visual appeal of the slide. This works as a guide that enables students to craft their research proposals effectively. Download now!

Template 3: Research Action Plan

The mentioned PowerPoint Template in 14 slides on the research action plan includes all the vital information required to carry out successful research. It highlights slides like steps to write an effective action plan, a strategic research action plan for COVID-19 data, a start-up business, a new product, and more. The bundle also includes icon slides, which make the presentation visually appealing and understandable. Grab this PPT Template today!

Template 4: Steps to Write an Effective Research Action Plan

Crafting an effective research plan can transform the path of your work. On that note, we bring you this PowerPoint Template highlighting the process of starting an action plan to improve development processes. It works as a guide for professionals by depicting information on setting clear goals and objectives, listing the required steps to achieve them, performing tasks and meeting deadlines, and lastly, visualizing and evaluating the plan. Employ this template for an engaging presentation, ensuring that a structured and strategic approach is followed to achieve the desired outcomes. Download now!

Template 5: Strategic Research Action Plan for COVID-19 Data

The given slide outlines a wide range of strategic research action plans for COVID-19 data. It stresses developing diagnostic tools, survey instruments to prevent health diseases, and information on advanced treatments and vaccines. This PowerPoint Template also features several priorities and cross-cutting strategies, like partnering, supporting, and investing, to ensure a positive approach to managing and reducing the impact of COVID-19. Grab this template today!

Template 6: Research Action Plan for the Development of a New Product

This PPT Template showcases a range of activities for a new product launch, focusing on swift and innovative development. The template features detailed information on product definition, prototyping, detailed design, validation, and testing. The aim of designing this template is to allow organizations to streamline their development operations, making sure that each phase is planned and executed to launch the product successfully and in a timely manner. Grab this template for an impactful presentation to key stakeholders and senior management.

Template 7: Research Action Plan for Start-Up Business

This PowerPoint Template showcases a detailed analysis plan for setting up your business by focusing on and gathering the needed information about your customers' thinking and buying patterns. The slide features key stages of the start-up journey, such as the generation of an idea, feasibility assessment, planning, fulfilling required formalities, and launch and post-launch support. The aim of designing this template is to guide entrepreneurs to systematically assess the concept of their business, understand how the market functions, and make calculated decisions to increase their chances of success in today’s competitive times. Grab this today!

Final Thoughts

These research action plan templates offer a versatile toolkit for researchers of all levels. By employing these professionally curated slides, you can streamline the presentation process and enhance data visualization. These templates provide the much-needed headstart and structure to carry out your research work effectively. Use these resources to elevate your research presentations and leave a lasting impression. 

PS: Whether you are an experienced researcher or new in the research world, employ our ready-to-use research program templates now to communicate your ideas professionally!

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Research Action Plan

It is a fact that a research action plan is needed not only to provide a solution for an existing problem but also to provide detailed information for a new study. Research action plans are conducted by numerous individuals and groups on different fields (i.e., business, science, academe, government, technology, etc.).

Research Action Plan Template

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Size: A4, US

To guide you in creating a research action plan, we have provided some examples (in PDF format) as well as tips on how to create a research action plan.

Action Plan Template

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Action Plan Template to Print

User Research Action Plan Example

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New Research Plan Outline Example

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Research Action Proposal Outline Example

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The Importance of Creating a Research Action Plan

The importance of research action plans cannot be understated. As previously mentioned, they are conducted by various individuals and groups on various fields. Although they are commonly used by business entities and scientific organizations, they are also used by academe (by both professors and students alike), government, technology, sports, and social welfare groups. You may also see quality plan examples & samples .

We will be discussing below the importance of research action plans to each sector that was mentioned.

1. Business

This is where research action plans are constantly created and used. Business entities, specifically companies, conduct research for various reasons. Some do research to develop a new product or improve an existing one, some do research to analyze a new market, some do it for investment analysis , while some companies do it to improve their competitive advantage.

The reasons are not limited to the ones mentioned above, as they are other numerous reasons why companies conduct research. But despite the reason, business research is always aimed toward two things: profitability and sustainability.

Similar to business entities, scientific organizations also do heavy research. Scientific research is always aimed to provide better living conditions for not only humans but all the organisms living on this planet. Additionally, scientific research also centers on discovering things that were not deemed possible before (for example: evolution, relativity, space travel, etc.). You may also like company plan examples & samples .

3. Technology

Science and technology are always intertwined. Technology uses scientific processes to discover new objects and possibilities, while science uses technology to do the same thing. Since the dawn of the digital age, technology has been moving at a breakneck speed. Research has resulted in the most groundbreaking technological discoveries in the 21st century, and more is yet it to come in the next few years. You may also check out advertising plan examples & samples .

The images you see in movies (for example, the Iron Man or Black Panther suit, hologram interaction, nanotechnology) will all be possible sooner than you think.

4. Government

The most advanced and progressive countries rely on their government to do research. Either research to develop new infrastructure, improve transportation and utility systems, eradicate poverty, or to increase foreign and domestic investors, research has been key to improve a country’s economic standing and decrease national debt. You might be interested in sales plan examples .

Similar to science and technology, government and academe are also intertwined in which both sectors benefit each other. In most countries, government asks the assistance of academic institutions to create a research action plan, especially in studies relating to education. You may have also noticed that various educators have taken government positions to extend their expertise to the government. You may also see event plan examples & samples .

Playing sports is both a great pastime and a great money earner. There is money in sports, which is why numerous organizations turn it into a business. Sports-centered research do not only focus on increasing physical abilities and skills but also on marketing. Sports apparel companies like Adidas and Nike, as well as sports personalities like Michael Jordan and Lionel Messi, have all benefited not only from sports health and wellness research but also from sports marketing research. You may also like daily plan examples & samples .

7. Social Welfare

Social welfare is a subcategory of government, but this focuses on human resource specifically the improving of living conditions of individuals and communities.

Social welfare is very important as human resource provides the backbone of every country. If individuals are struggling to meet their daily needs, they become unhealthy and unfocused, thus reducing their effectiveness as being part of the country’s workforce. An unproductive workforce cannot support the government in any way possible. You may also check out management plan examples .

That is why research based on social welfare helps government identify and solve issues in regards to their citizens, aiding them to improve their financial standing to become more effective and efficient in their respective industries.

Market Research Action Plan Example

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Research Plan Proposal Example

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Research Proposal Template Example

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Research Action Plan Outline Example

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Basic Research Action Plan Outline

There is no standard outline in creating a research action plan. But there are sections in which are found in most research action plans. Listed below is a basic research action plan outline which is highly recommended when you will be making your own research plan in the future. You may also see annual plan examples and samples .

Feel free to edit and add sections from the PDF research action plan examples we provided if you think some sections are relevant to your research.

1. Introduction

Sometimes, researchers tend to overlook the introduction as it does not contain the meat of the study. But the introduction is as important as the other sections of the research action plan.

The introduction contains information on why the research is being conducted, and also provides info on how the research will affect the industry or sector it was based on. Remember that the introduction is not a summary of the research . That section is called “abstract.” The abstract is written once the study has been accomplished, and is usually inserted after the introduction.

2. Statement of the Problem

The general statement of the problem identifies the problems or issues that need to be solved in the research. The statement of the problem is usually formulated using WH and H questions, but those questions need to be very specific. Providing general questions will be difficult for the researcher especially when he reaches the data-gathering stage.

Here is an example of a “how” question in a problem statement for a research focusing on hologram smartphone development in 2018:

Incorrect (general): How can smartphone companies develop hologram technology in their products in 2018?

Correct (specific): How can the leading smartphone manufacturers Apple, Samsung, and Vivo implement hologram technology in their high-end phones when they have functions and features lined up for their models in the next two years? You may also like audit plan examples & samples .

Based on the examples above, it will be easier for the researcher to conduct the research as he will be focused on three smartphone companies Apple, Samsung, and Vivo instead of all the smartphone manufacturers as stated in the first problem. Additionally, the second problem centers in on the hologram’s impact to the company’s current portfolio of products, while the first problem does not even recognize the current products of the companies. You may also check out work plan examples & samples .

3. Methodology

The methodology identifies the research’s respondents, locale, research design, and data-gathering procedure. This section basically lists down the methods and procedures the researcher will use in his study. The methodology tremendously aids the researcher as he focuses on the methods and procedures he previously chose, creating a more streamlined study that does not stray away from the problems the researcher wants to solve. You might be interested in weekly plan examples & samples .

4. Analysis of Data

Data analysis is basically the meat of the entire study or research. Data analysis is conducted after all the data have been compiled. There are numerous data analysis methods that researchers use, but the one that is actually used depends on the data that was gathered (number of respondents, type of study, research topic, etc.). You may also see implementation plan examples & samples .

Most of the time, a statistician assists the researcher on tabulating the data and also assists in identifying what analysis method to use. Data analysis will help the researcher determine what recommendations to use, so it is crucial that the data should be analyzed carefully. You may also like job plan examples & samples .

5. Recommendation

Recommendations are the result of data analysis. This section answers the statement of the problem through the data that was gathered and analyzed. Make sure each question in the statement of the problem has a corresponding recommendation. Recommendations are basically the solutions to the problems you presented, so again be specific in how you present your recommendations. You may also check out business plan examples .

Here is an example on a recommendation based on the problem listed above. How can the leading smartphone manufacturers Apple, Samsung, and Vivo implement hologram technology in their high-end phones when they have functions and features lined up for their models in the next two years? You might be interested in transition plan examples & samples .

Incorrect (general): The three smartphone companies should have a separate department to produce a new line of products that will implement hologram technology. (No further analysis is discussed).

Correct (specific): Based on 70% of the responses, the three smartphone companies should have a separate department to produce a new line of products that will implement hologram technology. This will create a more smooth production process as two departments will be working on different products, but still under the same company. (Detailed analysis to follow.) You may also see project plan examples .

6. Conclusion

The research conclusion is the last part of the research and serves a similar purpose to the introduction. The conclusion basically reiterates the information that was previously mentioned in the data analysis and recommendation, but it is not the summary of the entire research. The conclusion also agrees on what recommendations were made by the researcher. No further analysis is conducted in the conclusion. You may also like evaluation plan examples & samples .

Doctoral Thesis Research Plan Example

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Executive Summary for Research Plan Example

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Abstract Research Plan Example

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We hope you found this article to be informative as well as helpful when you will be making your own research action plan. We also included some examples in PDF to assist you (they are all free to download). Doing research requires long hours of hard work and patience, and sometimes the results do not even go the way you planned them to. The quality of data you compile and your eventual analysis of the said data are not the only determinants on creating a successful research study, as you also need to have a good research action plan .

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• How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

Published on October 12, 2022 by Shona McCombes and Tegan George. Revised on November 21, 2023.

A research proposal describes what you will investigate, why it’s important, and how you will conduct your research.

The format of a research proposal varies between fields, but most proposals will contain at least these elements:

Introduction

Literature review.

• Research design

Reference list

While the sections may vary, the overall objective is always the same. A research proposal serves as a blueprint and guide for your research plan, helping you get organized and feel confident in the path forward you choose to take.

Table of contents

Research proposal purpose, research proposal examples, research design and methods, contribution to knowledge, research schedule, other interesting articles, frequently asked questions about research proposals.

Academics often have to write research proposals to get funding for their projects. As a student, you might have to write a research proposal as part of a grad school application , or prior to starting your thesis or dissertation .

In addition to helping you figure out what your research can look like, a proposal can also serve to demonstrate why your project is worth pursuing to a funder, educational institution, or supervisor.

Research proposal length

The length of a research proposal can vary quite a bit. A bachelor’s or master’s thesis proposal can be just a few pages, while proposals for PhD dissertations or research funding are usually much longer and more detailed. Your supervisor can help you determine the best length for your work.

One trick to get started is to think of your proposal’s structure as a shorter version of your thesis or dissertation , only without the results , conclusion and discussion sections.

Download our research proposal template

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Writing a research proposal can be quite challenging, but a good starting point could be to look at some examples. We’ve included a few for you below.

• Example research proposal #1: “A Conceptual Framework for Scheduling Constraint Management”
• Example research proposal #2: “Medical Students as Mediators of Change in Tobacco Use”

Like your dissertation or thesis, the proposal will usually have a title page that includes:

• The proposed title of your project
• Your supervisor’s name
• Your institution and department

The first part of your proposal is the initial pitch for your project. Make sure it succinctly explains what you want to do and why.

Your introduction should:

• Introduce your topic
• Give necessary background and context
• Outline your  problem statement  and research questions

To guide your introduction , include information about:

• Who could have an interest in the topic (e.g., scientists, policymakers)
• How much is already known about the topic
• What is missing from this current knowledge
• What new insights your research will contribute
• Why you believe this research is worth doing

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As you get started, it’s important to demonstrate that you’re familiar with the most important research on your topic. A strong literature review  shows your reader that your project has a solid foundation in existing knowledge or theory. It also shows that you’re not simply repeating what other people have already done or said, but rather using existing research as a jumping-off point for your own.

In this section, share exactly how your project will contribute to ongoing conversations in the field by:

• Comparing and contrasting the main theories, methods, and debates
• Examining the strengths and weaknesses of different approaches
• Explaining how will you build on, challenge, or synthesize prior scholarship

Following the literature review, restate your main  objectives . This brings the focus back to your own project. Next, your research design or methodology section will describe your overall approach, and the practical steps you will take to answer your research questions.

To finish your proposal on a strong note, explore the potential implications of your research for your field. Emphasize again what you aim to contribute and why it matters.

For example, your results might have implications for:

• Improving best practices
• Informing policymaking decisions
• Strengthening a theory or model
• Challenging popular or scientific beliefs
• Creating a basis for future research

Last but not least, your research proposal must include correct citations for every source you have used, compiled in a reference list . To create citations quickly and easily, you can use our free APA citation generator .

Some institutions or funders require a detailed timeline of the project, asking you to forecast what you will do at each stage and how long it may take. While not always required, be sure to check the requirements of your project.

Here’s an example schedule to help you get started. You can also download a template at the button below.

Download our research schedule template

If you are applying for research funding, chances are you will have to include a detailed budget. This shows your estimates of how much each part of your project will cost.

Make sure to check what type of costs the funding body will agree to cover. For each item, include:

• Cost : exactly how much money do you need?
• Justification : why is this cost necessary to complete the research?
• Source : how did you calculate the amount?

To determine your budget, think about:

• Travel costs : do you need to go somewhere to collect your data? How will you get there, and how much time will you need? What will you do there (e.g., interviews, archival research)?
• Materials : do you need access to any tools or technologies?
• Help : do you need to hire any research assistants for the project? What will they do, and how much will you pay them?

If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

Methodology

• Sampling methods
• Simple random sampling
• Stratified sampling
• Cluster sampling
• Likert scales
• Reproducibility

 Statistics

• Null hypothesis
• Statistical power
• Probability distribution
• Effect size
• Poisson distribution

Research bias

• Optimism bias
• Cognitive bias
• Implicit bias
• Hawthorne effect
• Anchoring bias
• Explicit bias

Once you’ve decided on your research objectives , you need to explain them in your paper, at the end of your problem statement .

Keep your research objectives clear and concise, and use appropriate verbs to accurately convey the work that you will carry out for each one.

I will compare …

A research aim is a broad statement indicating the general purpose of your research project. It should appear in your introduction at the end of your problem statement , before your research objectives.

Research objectives are more specific than your research aim. They indicate the specific ways you’ll address the overarching aim.

A PhD, which is short for philosophiae doctor (doctor of philosophy in Latin), is the highest university degree that can be obtained. In a PhD, students spend 3–5 years writing a dissertation , which aims to make a significant, original contribution to current knowledge.

A PhD is intended to prepare students for a career as a researcher, whether that be in academia, the public sector, or the private sector.

A master’s is a 1- or 2-year graduate degree that can prepare you for a variety of careers.

All master’s involve graduate-level coursework. Some are research-intensive and intend to prepare students for further study in a PhD; these usually require their students to write a master’s thesis . Others focus on professional training for a specific career.

Critical thinking refers to the ability to evaluate information and to be aware of biases or assumptions, including your own.

Like information literacy , it involves evaluating arguments, identifying and solving problems in an objective and systematic way, and clearly communicating your ideas.

The best way to remember the difference between a research plan and a research proposal is that they have fundamentally different audiences. A research plan helps you, the researcher, organize your thoughts. On the other hand, a dissertation proposal or research proposal aims to convince others (e.g., a supervisor, a funding body, or a dissertation committee) that your research topic is relevant and worthy of being conducted.

Cite this Scribbr article

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McCombes, S. & George, T. (2023, November 21). How to Write a Research Proposal | Examples & Templates. Scribbr. Retrieved September 2, 2024, from https://www.scribbr.com/research-process/research-proposal/

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This part of the module asks you to build upon some of the ideas you have already generated as you continue to put yourself in the role of scholar, by developing a sample action research project. Read back through the notes you made when brainstorming your problem of practice and while reading research related to this area of inquiry. Then write an action research proposal with the components below. 

• Introduction: Problem Statement - You have already defined a “problem of practice” within your own teaching. Consider whether you want to redefine or refine any of the ideas you brainstormed earlier. Then write a short paragraph pulling your description of the problem, explanation of how it relates to expectations you and others have about teaching and learning in your program, and why this problem is important. 
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• Action Plan - This includes a description of the instruction that will accompany your action research project. This should be as detailed as possible and can include the materials and lesson plans to be used.  

As you complete the plan, consider what kinds of resources you would need to carry out this work. What would be the most difficult part for you? 

You can use an app such as Trello or Miro to create a project board to organize your action plan into more discrete tasks and activities. 

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Action Plan For Research

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Action Plan

Create an action plan for research projects

What is Action Plan For Research Template?

Research projects require careful planning and organization to ensure successful outcomes. This action plan template is designed to help you create a comprehensive plan for your research project. It includes sections for organizing tasks, setting priorities, assigning responsibilities, and tracking progress. With this template, you can easily keep all team members on the same page and ensure that your research project stays on track.

Try this template now

Who is this Action Plan For Research Template for?

This template is ideal for researchers, project managers, and teams working on research projects. Whether you are conducting scientific research, market research, or any other type of research, this template can help you stay organized and focused. It is especially useful for teams that need to collaborate and coordinate their efforts to achieve research goals.

Why use this Action Plan For Research Template?

1. Streamline planning. With this template, you can easily create a structured plan for your research project. The template provides a clear framework for organizing tasks, setting priorities, and assigning responsibilities, saving you time and effort.

2. Improve collaboration. By using this template, you can ensure that all team members are on the same page and working towards the same goals. The template allows you to assign tasks and responsibilities, track progress, and communicate effectively, fostering collaboration and teamwork.

3. Stay on track. Research projects often involve multiple tasks and deadlines. This template helps you stay organized and ensures that important tasks are not overlooked. By setting priorities and tracking progress, you can stay on schedule and meet project milestones.

4. Enhance accountability. With this template, you can clearly assign responsibilities to team members and track their progress. This promotes accountability and ensures that everyone is accountable for their tasks and deadlines.

5. Increase efficiency. By using this template, you can streamline your research project management processes and increase efficiency. The template provides a centralized location for all project-related information, making it easy to access and update.

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Linking Research to Action: A Simple Guide to Writing an Action Research Report

What Is Action Research, and Why Do We Do It?

Action research is any research into practice undertaken by those involved in that practice, with the primary goal of encouraging continued reflection and making improvement. It can be done in any professional field, including medicine, nursing, social work, psychology, and education. Action research is particularly popular in the field of education. When it comes to teaching, practitioners may be interested in trying out different teaching methods in the classroom, but are unsure of their effectiveness. Action research provides an opportunity to explore the effectiveness of a particular teaching practice, the development of a curriculum, or your students’ learning, hence making continual improvement possible. In other words, the use of an interactive action-and-research process enables practitioners to get an idea of what they and their learners really do inside of the classroom, not merely what they think they can do. By doing this, it is hoped that both the teaching and the learning occurring in the classroom can be better tailored to fit the learners’ needs.

You may be wondering how action research differs from traditional research. The term itself already suggests that it is concerned with both “action” and “research,” as well as the association between the two. Kurt Lewin (1890-1947), a famous psychologist who coined this term, believed that there was “no action without research; no research without action” (Marrow, 1969, p.163). It is certainly possible, and perhaps commonplace, for people to try to have one without the other, but the unique combination of the two is what distinguishes action research from most other forms of enquiry. Traditional research emphasizes the review of prior research, rigorous control of the research design, and generalizable and preferably statistically significant results, all of which help examine the theoretical significance of the issue. Action research, with its emphasis on the insider’s perspective and the practical significance of a current issue, may instead allow less representative sampling, looser procedures, and the presentation of raw data and statistically insignificant results.

What Should We Include in an Action Research Report?

The components put into an action research report largely coincide with the steps used in the action research process. This process usually starts with a question or an observation about a current problem. After identifying the problem area and narrowing it down to make it more manageable for research, the development process continues as you devise an action plan to investigate your question. This will involve gathering data and evidence to support your solution. Common data collection methods include observation of individual or group behavior, taking audio or video recordings, distributing questionnaires or surveys, conducting interviews, asking for peer observations and comments, taking field notes, writing journals, and studying the work samples of your own and your target participants. You may choose to use more than one of these data collection methods. After you have selected your method and are analyzing the data you have collected, you will also reflect upon your entire process of action research. You may have a better solution to your question now, due to the increase of your available evidence. You may also think about the steps you will try next, or decide that the practice needs to be observed again with modifications. If so, the whole action research process starts all over again.

In brief, action research is more like a cyclical process, with the reflection upon your action and research findings affecting changes in your practice, which may lead to extended questions and further action. This brings us back to the essential steps of action research: identifying the problem, devising an action plan, implementing the plan, and finally, observing and reflecting upon the process. Your action research report should comprise all of these essential steps. Feldman and Weiss (n.d.) summarized them as five structural elements, which do not have to be written in a particular order. Your report should:

• Describe the context where the action research takes place. This could be, for example, the school in which you teach. Both features of the school and the population associated with it (e.g., students and parents) would be illustrated as well.
• Contain a statement of your research focus. This would explain where your research questions come from, the problem you intend to investigate, and the goals you want to achieve. You may also mention prior research studies you have read that are related to your action research study.
• Detail the method(s) used. This part includes the procedures you used to collect data, types of data in your report, and justification of your used strategies.
• Highlight the research findings. This is the part in which you observe and reflect upon your practice. By analyzing the evidence you have gathered, you will come to understand whether the initial problem has been solved or not, and what research you have yet to accomplish.
• Suggest implications. You may discuss how the findings of your research will affect your future practice, or explain any new research plans you have that have been inspired by this report’s action research.

The overall structure of your paper will actually look more or less the same as what we commonly see in traditional research papers.

What Else Do We Need to Pay Attention to?

We discussed the major differences between action research and traditional research in the beginning of this article. Due to the difference in the focus of an action research report, the language style used may not be the same as what we normally see or use in a standard research report. Although both kinds of research, both action and traditional, can be published in academic journals, action research may also be published and delivered in brief reports or on websites for a broader, non-academic audience. Instead of using the formal style of scientific research, you may find it more suitable to write in the first person and use a narrative style while documenting your details of the research process.

However, this does not forbid using an academic writing style, which undeniably enhances the credibility of a report. According to Johnson (2002), even though personal thoughts and observations are valued and recorded along the way, an action research report should not be written in a highly subjective manner. A personal, reflective writing style does not necessarily mean that descriptions are unfair or dishonest, but statements with value judgments, highly charged language, and emotional buzzwords are best avoided.

Furthermore, documenting every detail used in the process of research does not necessitate writing a lengthy report. The purpose of giving sufficient details is to let other practitioners trace your train of thought, learn from your examples, and possibly be able to duplicate your steps of research. This is why writing a clear report that does not bore or confuse your readers is essential.

Lastly, You May Ask, Why Do We Bother to Even Write an Action Research Report?

It sounds paradoxical that while practitioners tend to have a great deal of knowledge at their disposal, often they do not communicate their insights to others. Take education as an example: It is both regrettable and regressive if every teacher, no matter how professional he or she might be, only teaches in the way they were taught and fails to understand what their peer teachers know about their practice. Writing an action research report provides you with the chance to reflect upon your own practice, make substantiated claims linking research to action, and document action and ideas as they take place. The results can then be kept, both for the sake of your own future reference, and to also make the most of your insights through the act of sharing with your professional peers.

Feldman, A., & Weiss, T. (n.d.). Suggestions for writing the action research report . Retrieved from http://people.umass.edu/~afeldman/ARreadingmaterials/WritingARReport.html

Johnson, A. P. (2002). A short guide to action research . Boston, MA: Allyn & Bacon.

Marrow, A. J. (1969). The practical theorist: The life and work of Kurt Lewin . New York, NY: Basic Books.

Tiffany Ip is a lecturer at Hong Kong Baptist University. She gained a PhD in neurolinguistics after completing her Bachelor’s degree in psychology and linguistics. She strives to utilize her knowledge to translate brain research findings into practical classroom instruction.

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Blog Beginner Guides What is an Action Plan & How to Write One [With Examples]

What is an Action Plan & How to Write One [With Examples]

Written by: Danesh Ramuthi Oct 26, 2023

An action plan is a meticulously structured strategy that pinpoints specific steps, tasks and resources vital to turning a goal into reality. It is extremely useful in any project management. 

Crafting an action plan is like plotting a route for a cross-country journey. It’s the strategic map that outlines every step, decision and pitstop needed to reach your ultimate destination.

With a well-thought-out action plan, you’re not just shooting in the dark; you’re making informed, purposeful strides towards your goals. Dive deep with our guide and witness real-world examples that will inspire and guide you.

Need a tool to kickstart your planning? Try out the Venngage business plan maker and explore their extensive collection of action plan templates .

Click to jump ahead: 

What is the purpose of an action plan?

When to develop an action plan, 7 components of a actions plan, 15 action plan examples.

• How to Write an action plan?

Final thoughts

An action plan serves as a strategic tool designed to outline specific steps, tasks and goals necessary to achieve a particular objective.

Its primary purpose is to provide a clear roadmap and direction for individuals, teams or organizations to follow in order to efficiently and effectively accomplish their goals. 

Action plans break down complex projects into manageable, actionable components, making it easier to track progress and stay on course.

Moreover, action plans play a crucial role in fostering accountability and coordination among team members. By assigning responsibilities and deadlines for each task or milestone, they ensure that everyone involved is aware of their roles and the overall timeline, reducing confusion and enhancing teamwork. 

Additionally, action plans help in resource allocation, budgeting and risk management by enabling stakeholders to identify potential challenges and plan for contingencies. 

Overall, the purpose of an action plan is to transform abstract goals into concrete actions, making them more achievable and measurable while ensuring that the resources and efforts are aligned with the desired outcomes.

Developing an action plan is crucial when you’re looking to achieve a specific goal or outcome. Here are instances when you should consider developing an action plan:

• Start of an organization : Ideally, an action plan should be developed within the first six months to one year of the start of an organization. This initial plan lays the groundwork for the future direction and growth of the entity.
• Project initiation : At the start of any project, an action plan helps to clearly define the tasks, responsibilities, and timelines.
• Goal setting : Whenever you or your organization sets a new goal. Action plans transform these goals from abstract ideas into concrete steps.
• Strategic planning : For long-term visions and missions, action plans break down the journey into manageable pieces, each with its timeline and responsible parties.
• Performance improvement : If there are areas where performance is lacking, whether it’s personal or organizational, an action plan can outline the steps needed to elevate performance.

An action plan is a detailed outline that breaks down the steps necessary to achieve a specific goal. Here are the typical components of an action plan.

1. Objective or Goal

The cornerstone of your action plan is the objective or goal. This should be a clear and concise statement outlining the desired outcome or result. Having a well-defined objective provides a direction and purpose to the entire plan, ensuring all tasks and actions are aligned towards achieving this singular aim.

2. Tasks or Actions

Once the objective is set, the next step is to list down the specific tasks or actions required to achieve this goal. These tasks should be broken down into detailed steps, ensuring no essential activity is overlooked. The granularity of these tasks can vary based on the complexity of the goal.

3. Set deadline

For each task or action, set a realistic and achievable deadline. This timeline ensures that the plan stays on track and that momentum is maintained throughout the execution. It also allows for monitoring progress and identifying potential delays early.

4. Resources needed to complete the project

It’s crucial to recognize and list the resources you’ll need to complete the tasks. This can encompass financial resources, human resources, equipment, technological tool, marketing planning software or any other assets. Identifying these early ensures that there are no bottlenecks during execution due to a lack of necessary resources.

5. Person responsible

Assign a person or a team for each task. This designation ensures accountability and clarity. When individuals are aware of their responsibilities, it reduces overlap, confusion and ensures that every task has someone overseeing its completion.

6. Potential barriers or challenges

Every plan will face challenges. By anticipating potential barriers or obstacles, you can be better prepared to address them. This proactive approach ensures smoother execution and less reactionary problem-solving.

7. Measurement of key performance indicators (KPIs)

Determine how you’ll measure the success of each task or the plan overall. KPIs are tangible metrics that allow you to gauge progress and determine whether you’re moving closer to your goals and objectives. They offer a quantifiable means to evaluate success.

Action plans serve as blueprints, guiding the steps and resources needed to achieve a specific goal. 

They come in various formats, tailored to different scenarios and objectives. Here, we present a range of action plan examples that cater to diverse purposes and situations. 

From business strategies to simple task lists, these examples illustrate the versatility and importance of well-structured planning.

Business action plan example

A business action plan is essentially a strategy roadmap, meticulously tailored for realizing broader business objectives. By crafting a solid action plan, businesses can channel their resources, manpower and strategies in a direction that harmonizes with their larger vision.

Key to this plan is the identification and alignment of steps that resonate with the company’s comprehensive strategy, ambitions of growth and aspirations for operational enhancements. 

While this might entail a myriad of specific steps based on unique business goals, some common elements include setting clear key performance indicators (KPIs), undertaking a thorough SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis to grasp the current business landscape and establishing a timeline to keep track of progress.

Furthermore, allocating responsibilities to team members or individuals ensures that every aspect of the strategy has a dedicated focus. Budgeting, essential to the success of the action plan, ensures that every initiative is financially viable and sustainable. 

Regular reviews and iterations based on feedback and changing market dynamics keep the action plan agile and relevant.

Related: 5 Steps to Create an Actionable Employee Development Plan [with Templates & Examples]

Company action plan example

A comprehensive company action plan serves as the strategic linchpin, ensuring a coherent and coordinated approach to realizing organizational goals. Central to this plan is the incorporation of rigorous market research and analysis, which provides insights into consumer behaviors, market trends and potential opportunities. 

Equally vital is the focus on product development and procurement, ensuring that the offerings align with market demands and stand out in terms of quality and relevance. 

Alongside, adept legal and financial management safeguards the company’s interests, ensuring compliance with regulations and prudent fiscal oversight.

Moreover, the essence of any successful company action plan lies in its sales and marketing strategies. These define how the products or services are positioned and promoted in the market, ensuring visibility and engagement with the target audience. 

However, while acquisition is crucial, retention plays an equally significant role. Hence, impeccable customer service and nurturing relationships become indispensable components, fostering loyalty and ensuring that clients remain ambassadors for the brand long after the initial transaction.

Related: 30+ Project Plan Examples to Visualize Your Strategy (2023)

Sales action plan example

A well-structured sales action plan serves as the backbone for systematic and efficient progress. Central to this plan is the identification and utilization of the most effective sales channels, whether they are direct, online or through third-party avenues. 

Clarity on the products and services on offer, combined with their unique selling propositions, facilitates tailored and resonant sales pitches. 

Budget considerations ensure that resources are judiciously allocated, balancing the act between expenditures and potential returns. This financial prudence is complemented by setting realistic sales projections, which act as both a motivational target and a yardstick for success.

Timelines, or proposed deadlines, infuse the process with a sense of urgency, ensuring that the momentum of the sales drive is maintained. 

However, the true measure of the action plan’s efficacy lies in its key performance indicators (KPIs). These metrics, be it lead conversion rates or customer retention figures, serve as tangible markers, highlighting the plan’s strengths and signaling areas that might require recalibration to increase sales.

Corrective action plan example

The essence of a corrective action plan lies in its meticulous structure, tailored to address and rectify deviations or inefficiencies identified within an organization. At its core, each action item serves as a focal point, detailing specific areas or processes that require intervention. 

Accompanying each action item is a clear description that provides a comprehensive understanding of the issue at hand. 

However, merely identifying a problem isn’t enough; delving deep into its origins through root cause analysis ensures that solutions target the fundamental issues, rather than just addressing superficial symptoms. 

This analysis then paves the way for defining the corrective action, a tangible step or series of steps designed to mitigate the identified problem and prevent its recurrence.

Besides, to ensure the plan’s effectiveness, assigning a responsible person to each action item is paramount. This individual or team is entrusted with the task’s execution, ensuring accountability and focus. 

The status of each action keeps stakeholders informed about the progress, be it in the planning phase, ongoing, or completed. 

Lastly, setting a due date for each corrective action introduces a sense of urgency and purpose, ensuring that issues are addressed in a timely manner, minimizing disruptions and maximizing operational efficiency.

Simple action plan example

A simple action plan strips away the layers of complexity, offering a concise and direct approach to achieving a goal or addressing an issue. This type of plan is characterized by its straightforward structure, devoid of extraneous details, yet powerfully effective in its clarity. 

It is specifically designed for tasks or objectives that don’t necessitate elaborate strategies or multi-layered approaches.

The core components of a simple action plan usually include a clear statement of the task or objective at hand, followed by a sequence of actions or steps to be taken. 

Each step is described succinctly, ensuring that anyone involved has a clear understanding of what is expected. Responsibilities are defined clearly, with each task allocated to an individual or a team, ensuring accountability. Timelines might be integrated, providing a clear framework for completion, even if they’re just broad milestones. 

Regular check-ins or assessments, although minimal, might be incorporated to monitor progress. 

The beauty of a simple action plan lies in its agility and adaptability, making it particularly suited for individual projects, short-term tasks or situations where a rapid response is required.

How to write an action plan?

Creating an effective action plan is a foundational step towards turning aspirations into tangible results. It provides a clear roadmap, ensuring that each step taken aligns with the overall objective.

Whether you’re aiming to enhance a business process or achieve a personal goal, a well-drafted action plan can be your guiding light. Here’s key steps on how you can craft one:

• Step 1: Establish SMART goals: Initiating with a goal that is specific, measurable, achievable, relevant and time-bound ensures you have a clear and focused endpoint in sight. Smart goals serves as the cornerstone for your entire strategic blueprint.
• Step 2: Determine necessary tasks: Decompose your overarching objective into smaller, actionable tasks. This modular approach not only makes the mission less daunting but also provides a sequential pathway to goal attainment.
• Step 3: Assign essential resources: Depending on the tasks at hand, designate necessary resources, be they human, financial or technological. This ensures that every activity has the backing it needs for successful execution.
• Step 4: Prioritize tasks by importance: Not all tasks hold equal weight. Determine the hierarchy of tasks based on their impact on the goal and their time sensitivity. This allows for a systematic progression.
• Step 5: Outline timelines and key markers: With tasks in hand, set clear deadlines for each. Introduce milestones, which act as periodic check-ins, ensuring you’re on track and allowing for celebrations of smaller victories.
• Step 6: Oversee and modify your strategy blueprint: As you progress, there will invariably be learnings and challenges. Regularly review your plan to make necessary adjustments, ensuring its relevance and effectiveness.
• Step 7: Consider ready-to-use templates: If starting from scratch feels overwhelming, lean on structured templates to guide your planning. There’s plenty of business plan softwares and platforms such as  Venngage that offer a plethora of action plan templates , tailored to various needs, which can significantly streamline the process.

An action plan is more than just an action steps, it’s a strategic blueprint that bridges the gap between aspirations and realizations. 

Through this comprehensive guide, I’ve walked you through the purpose, ideal timings, core components, and practical examples of action plans across various domains. 

Leveraging tools of project management , you can track progress, assign tasks and ensure every team member stays on the same page. 

It’s not just about setting goals, but about strategically planning every step, ensuring tasks completed align with the larger project goals. 

Remember, success isn’t just about having goals but about charting the right course to achieve them

And if you’re looking to supercharge your planning efforts, don’t miss out on the Venngage business plan maker. 

Dive into their extensive collection of action plan templates and make your strategic planning both efficient and effective. 

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Action Research: What it is, Stages & Examples

The best way to get things accomplished is to do it yourself. This statement is utilized in corporations, community projects, and national governments. These organizations are relying on action research to cope with their continuously changing and unstable environments as they function in a more interdependent world.

In practical educational contexts, this involves using systematic inquiry and reflective practice to address real-world challenges, improve teaching and learning, enhance student engagement, and drive positive changes within the educational system.

This post outlines the definition of action research, its stages, and some examples.

Content Index

What is action research?

Stages of action research, the steps to conducting action research, examples of action research, advantages and disadvantages of action research.

Action research is a strategy that tries to find realistic solutions to organizations’ difficulties and issues. It is similar to applied research.

Action research refers basically learning by doing. First, a problem is identified, then some actions are taken to address it, then how well the efforts worked are measured, and if the results are not satisfactory, the steps are applied again.

It can be put into three different groups:

• Positivist: This type of research is also called “classical action research.” It considers research a social experiment. This research is used to test theories in the actual world.
• Interpretive: This kind of research is called “contemporary action research.” It thinks that business reality is socially made, and when doing this research, it focuses on the details of local and organizational factors.
• Critical: This action research cycle takes a critical reflection approach to corporate systems and tries to enhance them.

All research is about learning new things. Collaborative action research contributes knowledge based on investigations in particular and frequently useful circumstances. It starts with identifying a problem. After that, the research process is followed by the below stages:

Stage 1: Plan

For an action research project to go well, the researcher needs to plan it well. After coming up with an educational research topic or question after a research study, the first step is to develop an action plan to guide the research process. The research design aims to address the study’s question. The research strategy outlines what to undertake, when, and how.

Stage 2: Act

The next step is implementing the plan and gathering data. At this point, the researcher must select how to collect and organize research data . The researcher also needs to examine all tools and equipment before collecting data to ensure they are relevant, valid, and comprehensive.

Stage 3: Observe

Data observation is vital to any investigation. The action researcher needs to review the project’s goals and expectations before data observation. This is the final step before drawing conclusions and taking action.

Different kinds of graphs, charts, and networks can be used to represent the data. It assists in making judgments or progressing to the next stage of observing.

Stage 4: Reflect

This step involves applying a prospective solution and observing the results. It’s essential to see if the possible solution found through research can really solve the problem being studied.

The researcher must explore alternative ideas when the action research project’s solutions fail to solve the problem.

Action research is a systematic approach researchers, educators, and practitioners use to identify and address problems or challenges within a specific context. It involves a cyclical process of planning, implementing, reflecting, and adjusting actions based on the data collected. Here are the general steps involved in conducting an action research process:

Identify the action research question or problem

Clearly define the issue or problem you want to address through your research. It should be specific, actionable, and relevant to your working context.

Review existing knowledge

Conduct a literature review to understand what research has already been done on the topic. This will help you gain insights, identify gaps, and inform your research design.

Plan the research

Develop a research plan outlining your study’s objectives, methods, data collection tools, and timeline. Determine the scope of your research and the participants or stakeholders involved.

Collect data

Implement your research plan by collecting relevant data. This can involve various methods such as surveys, interviews, observations, document analysis, or focus groups. Ensure that your data collection methods align with your research objectives and allow you to gather the necessary information.

Analyze the data

Once you have collected the data, analyze it using appropriate qualitative or quantitative techniques. Look for patterns, themes, or trends in the data that can help you understand the problem better.

Reflect on the findings

Reflect on the analyzed data and interpret the results in the context of your research question. Consider the implications and possible solutions that emerge from the data analysis. This reflection phase is crucial for generating insights and understanding the underlying factors contributing to the problem.

Develop an action plan

Based on your analysis and reflection, develop an action plan that outlines the steps you will take to address the identified problem. The plan should be specific, measurable, achievable, relevant, and time-bound (SMART goals). Consider involving relevant stakeholders in planning to ensure their buy-in and support.

Implement the action plan

Put your action plan into practice by implementing the identified strategies or interventions. This may involve making changes to existing practices, introducing new approaches, or testing alternative solutions. Document the implementation process and any modifications made along the way.

Evaluate and monitor progress

Continuously monitor and evaluate the impact of your actions. Collect additional data, assess the effectiveness of the interventions, and measure progress towards your goals. This evaluation will help you determine if your actions have the desired effects and inform any necessary adjustments.

Reflect and iterate

Reflect on the outcomes of your actions and the evaluation results. Consider what worked well, what did not, and why. Use this information to refine your approach, make necessary adjustments, and plan for the next cycle of action research if needed.

Remember that participatory action research is an iterative process, and multiple cycles may be required to achieve significant improvements or solutions to the identified problem. Each cycle builds on the insights gained from the previous one, fostering continuous learning and improvement.

Explore Insightfully Contextual Inquiry in Qualitative Research

Here are two real-life examples of action research.

Action research initiatives are frequently situation-specific. Still, other researchers can adapt the techniques. The example is from a researcher’s (Franklin, 1994) report about a project encouraging nature tourism in the Caribbean.

In 1991, this was launched to study how nature tourism may be implemented on the four Windward Islands in the Caribbean: St. Lucia, Grenada, Dominica, and St. Vincent.

For environmental protection, a government-led action study determined that the consultation process needs to involve numerous stakeholders, including commercial enterprises.

First, two researchers undertook the study and held search conferences on each island. The search conferences resulted in suggestions and action plans for local community nature tourism sub-projects.

Several islands formed advisory groups and launched national awareness and community projects. Regional project meetings were held to discuss experiences, self-evaluations, and strategies. Creating a documentary about a local initiative helped build community. And the study was a success, leading to a number of changes in the area.

Lau and Hayward (1997) employed action research to analyze Internet-based collaborative work groups.

Over two years, the researchers facilitated three action research problem -solving cycles with 15 teachers, project personnel, and 25 health practitioners from diverse areas. The goal was to see how Internet-based communications might affect their virtual workgroup.

First, expectations were defined, technology was provided, and a bespoke workgroup system was developed. Participants suggested shorter, more dispersed training sessions with project-specific instructions.

The second phase saw the system’s complete deployment. The final cycle witnessed system stability and virtual group formation. The key lesson was that the learning curve was poorly misjudged, with frustrations only marginally met by phone-based technical help. According to the researchers, the absence of high-quality online material about community healthcare was harmful.

Role clarity, connection building, knowledge sharing, resource assistance, and experiential learning are vital for virtual group growth. More study is required on how group support systems might assist groups in engaging with their external environment and boost group members’ learning. 

Action research has both good and bad points.

• It is very flexible, so researchers can change their analyses to fit their needs and make individual changes.
• It offers a quick and easy way to solve problems that have been going on for a long time instead of complicated, long-term solutions based on complex facts.
• If It is done right, it can be very powerful because it can lead to social change and give people the tools to make that change in ways that are important to their communities.

Disadvantages

• These studies have a hard time being generalized and are hard to repeat because they are so flexible. Because the researcher has the power to draw conclusions, they are often not thought to be theoretically sound.
• Setting up an action study in an ethical way can be hard. People may feel like they have to take part or take part in a certain way.
• It is prone to research errors like selection bias , social desirability bias, and other cognitive biases.

LEARN ABOUT: Self-Selection Bias

This post discusses how action research generates knowledge, its steps, and real-life examples. It is very applicable to the field of research and has a high level of relevance. We can only state that the purpose of this research is to comprehend an issue and find a solution to it.

At QuestionPro, we give researchers tools for collecting data, like our survey software, and a library of insights for any long-term study. Go to the Insight Hub if you want to see a demo or learn more about it.

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Frequently Asked Questions(FAQ’s)

Action research is a systematic approach to inquiry that involves identifying a problem or challenge in a practical context, implementing interventions or changes, collecting and analyzing data, and using the findings to inform decision-making and drive positive change.

Action research can be conducted by various individuals or groups, including teachers, administrators, researchers, and educational practitioners. It is often carried out by those directly involved in the educational setting where the research takes place.

The steps of action research typically include identifying a problem, reviewing relevant literature, designing interventions or changes, collecting and analyzing data, reflecting on findings, and implementing improvements based on the results.

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What is an Action Plan? Learn with Templates and Examples

Planning on turning your vision into reality? And what’s your best way to avoid challenges and problems during this journey? A solid action plan.

We have outlined 6 steps explaining how to write an action plan. Once you familiarize yourself with them, go ahead and use the editable templates below to start planning right away.

What is an Action Plan?

Why you need an action plan, how to write an action plan, action plan templates.

An action plan is a specific list of tasks in order to achieve a particular goal. It can be regarded as a proposed strategy to execute a specific project to achieve a specific or general goal effectively and efficiently. It outlines steps to take and helps stay focused and organized, whether it’s personal or work-related. Breaking down the goal into smaller, manageable steps, makes it easier to stay motivated and track progress.

It’s an essential part of the strategic planning process and helps with improving teamwork planning Not only in project management, but action plans can be used by individuals to prepare a strategy to achieve their own personal goals as well.

Components of an action plan include

• A well-defined description of the goal to be achieved
• Tasks/ steps that need to be carried out to reach the goal
• People who will be in charge of carrying out each task
• When will these tasks be completed (deadlines and milestones)
• Resources needed to complete the tasks
• Measures to evaluate progress

What’s great about having everything listed down on one location is that it makes it easier to track progress and effectively plan things out.

An action plan is not something set in stone. As your organization grows, and surrounding circumstances change, you will have to revisit and make adjustments to meet the latest needs.

Sometimes businesses don’t spend much time on developing an action plan before an initiative, which, in most cases, leads to failure. If you haven’t heard, “failing to plan is planning to fail” said Benjamin Franklin supposedly once.

Planning helps you prepare for the obstacles ahead and keep you on track. And with an effective action plan, you can boost your productivity and keep yourself focused.  

Here are some benefits of an action plan you should know;

• It gives you a clear direction. As an action plan highlights exactly what steps to be taken and when they should be completed, you will know exactly what you need to do.
• Having your goals written down and planned out in steps will give you a reason to stay motivated and committed throughout the project.  
• With an action plan, you can track your progress toward your goal.
• Since you are listing down all the steps you need to complete in your action plan, it will help you prioritize your tasks based on effort and impact.

From the looks of it, creating an action plan seems fairly easy. But there are several important steps you need to follow with caution in order to get the best out of it. Here’s how to write an action plan explained in 6 easy steps.

Step 1: Define your end goal

If you are not clear about what you want to do and what you want to achieve, you are setting yourself up for failure.

Planning a new initiative? Start by defining where you are and where you want to be.

Solving a problem? Analyze the situation and explore possible solutions before prioritizing them.

Then write down your goal. And before you move on to the next step, run your goal through the SMART criteria . Or in other words, make sure that it is

• Specific – well-defined and clear
• Measurable – include measurable indicators to track progress  
• Attainable – realistic and achievable within the resources, time, money, experience, etc. you have
• Relevant – align with your other goals
• Timely – has a finishing date

Use this SMART goal worksheet to simplify this process. Share it with others to get their input as well.  

• Ready to use
• Fully customizable template
• Get Started in seconds

And refer to our easy guide to the goal-setting process to learn more about setting and planning your goals.

Step 2: List down the steps to be followed

The goal is clear. What exactly should you do to realize it?

Create a rough template to list down all the tasks to be performed, due dates and people responsible.

It’s important that you make sure that the entire team is involved in this process and has access to the document. This way everyone will be aware of their roles and responsibilities in the project.

Make sure that each task is clearly defined and is attainable. If you come across larger and more complex tasks, break them down to smaller ones that are easier to execute and manage.

Tips: Use a RACI Matrix template to clarify project roles and responsibilities, and plan projects

Step 3: Prioritize tasks and add deadlines

It’s time to reorganize the list by prioritizing the tasks . Some steps, you may need to prioritize as they can be blocking other sub-steps.

Add deadlines, and make sure that they are realistic. Consult with the person responsible for carrying it out to understand his or her capacity before deciding on deadlines.

Step 4: Set milestones

Milestones can be considered mini goals leading up to the main goal at the end. The advantage of adding milestones is that they give the team members to look forward to something and help them stay motivated even though the final due date is far away.

Start from the end goal and work your way back as you set milestones . Remember not to keep too little or too much time in between the milestone you set. It’s a best practice to space milestones two weeks apart.  

Step 5: Identify the resources needed

Before you start your project, it’s crucial to ensure that you have all the necessary resources at hand to complete the tasks. And if they are not currently available, you need to first make a plan to acquire them.

This should also include your budget. You can assign a column of your action plan to mark the cost of each task if there are any.  

Step 6: Visualize your action plan

The point of this step is to create something that everyone can understand at a glance and that can be shared with everyone.

Whether your action plan comes in the shape of a flowchart , Gantt chart , or table , make sure that it clearly communicates the elements we have identified so far – tasks, task owners, deadlines, resources, etc.

This document should be easily accessible to everyone and should be editable.

Step 7: Monitor, evaluate and update

Allocate some time to evaluate the progress you’ve made with your team.

You can mark tasks that are completed as done on this final action plan, bringing attention to how you’ve progressed toward the goal.

This will also bring out the tasks that are pending or delayed, in which case you need to figure out why and find suitable solutions. And then update the action plan accordingly.

Business action plan

You may like to read: The Easy Guide to Making a Business Plan for Presentations

Marketing action plan

Strategic action plan, corrective action plan template.

Learn more about: Corrective Action Plan template .

Additional resources: The Easy Guide to Creating a Business Contingency Plan

Simple action plan template

Any more tips on creating an action plan.

An action plan is designed to guide your way to accomplishing your goals. It turns your vision into actionable goals and steps. And it helps you stay focused and motivated.

From an individual employee in an organization to larger departments can make use of action plans to steer their way towards completing their goals.

Maybe you are about to create your very first action plan, or you are already a pro at writing them. Either way, we’d like to hear your opinions on how to write an action plan. Do share them with us in the comments section below.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

FAQs About Action Plan

What are the common mistakes to avoid when collaborating on creating an action plan.

Lack of clarity on goals: Make sure the team understands the goals and objectives of the action plan. The goals should be specific, measurable, attainable, relevant, and time-bound (SMART).

Unclear responsibilities: Assign clear roles and responsibilities for each team member to avoid confusion and ensure accountability.

Overcomplicating the plan: Keep the action plan simple and easy to understand. Avoid adding unnecessary complexity or detail that may confuse the team.

Failure to prioritize tasks: Prioritize tasks based on their importance and urgency. This will ensure that the team focuses on the most critical tasks first.

Inadequate resources: Ensure that the team has access to the necessary resources such as time, budget, and equipment, to carry out the action plan successfully.

Lack of communication: Effective communication is crucial to the success of any action plan. Ensure that team members are regularly updated on progress and any changes to the plan.

Failure to monitor progress: Regularly monitor progress and adjust the action plan as needed to ensure that it stays on track and achieves its goals.

What are the different types of action plans?

Strategic action plan: This type of plan outlines the long-term goals and objectives of an organization, and the actions that will be taken to achieve them. It typically covers a period of several years and includes high-level strategies and initiatives.

Operational action plan: This plan focuses on the day-to-day operations of an organization, outlining the actions that will be taken to achieve short-term goals and objectives. It typically covers a period of one year or less and includes specific actions and timelines.

Project action plan: This type of plan is used for individual projects and outlines the actions that will be taken to achieve specific project goals and objectives. It includes a detailed breakdown of tasks, timelines, and responsibilities.

Sales action plan: This plan focuses on the actions that will be taken to increase sales and revenue. It includes specific strategies for marketing, sales, and customer service.

Marketing action plan: This plan outlines the actions that will be taken to promote a product or service and increase brand awareness. It includes strategies for advertising, social media, public relations, and other marketing initiatives.

Crisis management action plan: This type of plan outlines the actions that will be taken in the event of a crisis, such as a natural disaster or security breach. It includes specific protocols for communication, evacuation, and other emergency procedures.

Who can use an action plan?

An action plan can be used by anyone who wants to achieve specific goals or objectives. It is a useful tool for individuals, teams, and organizations in a variety of contexts. Here are some examples:

Individuals: An individual can use an action plan to achieve personal goals such as losing weight, completing a degree, or starting a business.

Teams: A team can use an action plan to achieve goals related to a specific project or initiative. For example, a marketing team may use an action plan to launch a new product.

Small businesses: Small businesses can use an action plan to achieve goals related to sales, marketing, operations, or finance.

Non-profit organizations: Non-profit organizations can use an action plan to achieve goals related to fundraising, volunteer recruitment, or program implementation.

Government agencies: Government agencies can use an action plan to achieve goals related to policy implementation, disaster response, or public safety.

Educational institutions: Educational institutions can use an action plan to achieve goals related to improving student outcomes, increasing enrollment, or expanding programs.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

How to: Action plan template and instructions

Last updated

21 December 2023

Reviewed by

Mary Mikhail

An action plan is a framework for achieving a goal. In many cases, you must complete complex tasks to get closer to the objective. Action plans make it easier to focus, remember details, and stay on top of deadlines.

Creating an action plan doesn't just help you stay on track. It can become a template for achieving other goals and staying organized. 

Learning how to write an action plan with the appropriate level of detail allows you to get things done while building up to your goal. Let’s get into the guide, including an action plan template. 

• What is an action plan?

An action plan is a documented collection of steps needed to achieve a certain goal. 

Putting your plan into writing divides a complex strategy into smaller achievable parts. This helps you simplify the journey, identify the necessary resources, and set reasonable deadlines.

Types of action plans include:

Business action plan

Sales action plan

Project action plan

Personal action plan

Educational action plan

Regardless of how large or small your objectives are, you can benefit from a detailed plan that helps you meet them.

• What is the purpose of an action plan?

Creating an action plan can streamline your focus to the right activities at the right time. 

If you've achieved similar goals without a plan, you’ll notice how a roadmap can improve your tactics and speed up the process.

Key benefits of a well-designed action plan include:

Keeping the focus

Clearly defining your goals keeps your team on the same page throughout the process.

Structured approach

Breaking complex goals into manageable tasks makes the process more organized and easier to follow.

Prioritization

An action plan helps you prioritize tasks based on their importance and urgency. 

You can easily identify critical elements and allocate resources accordingly, ensuring you direct efforts toward the most impactful activities.

Accountability

An action plan assigns responsibilities and establishes accountability for each listed task. 

Knowing who’s responsible for completing specific tasks promotes a sense of ownership and improves outcomes.

Resource allocation

Your action plan is the blueprint that makes sure the necessary tools, materials, or personnel are available to support its successful execution.

Progress tracking

A framework for monitoring progress toward the goal allows you to identify obstacles and take corrective actions as needed. Regular monitoring ensures the plan stays on course.

Besides helping you achieve the set goals, the plan is a collaboration tool. It allows all stakeholders to clearly understand the goals, tasks, timelines, and responsibilities.

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• How to write an action plan

While action plans differ for each project, the basics of a successful plan are the same.

Whether you’re building a personal, business, or project plan, you need to follow the same general format:

Make your goal SMART

If you’re making an action plan, you already have a goal. However, it may not be detailed enough to build a robust framework. 

Creating a SMART goal lays the foundation for successful planning:

S pecific: the goal should be highly specific and narrow in focus

M easurable: the goal and progress should be measurable by specific metrics

A chievable: the goal should be reasonable enough for you to be able to achieve it

R elevant: the goal should align with your values and long-term goals

T ime-Bound: the goal should contain a reasonable deadline

Example : Your goal is to increase the number of website visits.

The SMART version: "Increase website traffic by 10% by March 1." 

Example : Your goal is to read more books.

The SMART version: "Read five books by the end of the year."

Identify tasks

You have to break a large goal down into manageable tasks. The next step is to list these tasks and actions that can help you achieve the goal step-by-step. 

Besides breaking the big task down, you have to prioritize your tasks. Otherwise, you could face problems with execution, especially if a large team is involved.

Just like the goal, each task must be as specific as possible. Vagueness leads to misunderstandings and misalignment with the primary goal.

Example : Your goal is to "increase website traffic by 10% by March 1." 

Your list of actions may look like this:

Conduct a technical SEO assessment and fix errors

Increase the number of blog posts to seven per week

Launch a new PPC campaign

Create an active YouTube channel

Start working with an influencer

These smaller tasks make the goal look less overwhelming and allow you to stay on track.

Create a timeline

Next, you need to create a timeline for the project based on the deadline you identified when setting a SMART goal. 

Determine the start and end date for each task you listed in the previous step.

Set realistic deadlines, considering the complexity and duration of each task. Be mindful of any time constraints related to the market, economy, and your internal team's needs.

Rely on historical data when creating a timeline. If you couldn’t do similar tasks quickly in the past, use this as your guide. 

Just like goals, deadlines should be achievable.

Example : "Complete the technical SEO assessment in one week and fix errors within two weeks."

Allocate resources

Once you know exactly how to achieve your goal, identify the resources required for your plan. 

They can include:

Team members: If this is a business project, assign roles to your team members and outline their responsibilities.

Third parties : You may need to outsource some tasks, so determine which partners can help you.

Equipment: This includes the software, tools, and instruments you need to complete the outlined tasks.

Example : You’re working on the website traffic goal. You may have to assign responsibilities to your marketing team, outsource SEO to a digital marketing agency, and invest in digital marketing tools.

At this point, you have sufficient information to evaluate the budget necessary for achieving your goal. You may have to adjust your tasks, timeline, and resources accordingly.  

Monitor the progress

While executing an action plan, you need to follow the progress closely. 

Since no action plan is set in stone, there’s always room for adjustment. You may have to change task priorities or adjust the budget for some components. In rare cases, you may have to push back the deadline.

To ensure everything’s going to plan, you’ll need to evaluate the progress according to your action plan. That means relying on the metrics you identified when creating your SMART goal and the milestones you listed when setting a timeline.  

• Why do action plans fail?

Even the most well-written action plan could fail. Some of the most common challenges that affect the success of action plans include:

Lack of accountability and engagement

When people responsible for executing the plan aren't sufficiently engaged, they may not follow it enthusiastically. The plan may even add frustration, leading to burnout.

Ensuring your team understands the plan's importance and their responsibilities keeps the project moving in the right direction. 

If people are spread too thin, consider involving more team members to distribute the workload. Maintaining good morale and inspiring a sense of ownership drives engagement and support of the plan.

Poor communication

Communication between team members and other stakeholders requires special attention. 

If many people are involved, consider making communication methods and tools a part of your action plan.

Share the plan with everyone involved and ensure the latest version is always accessible. Your goal is to keep everyone on the same page throughout the entire process, not just at the start.  

No progress reports

Moving along the set timeline and achieving milestones isn't sufficient to ensure the success of your action plan. Sharing regular updates is an essential part of action plan implementation.  

Measuring progress and creating relevant reports ensures you can meet the deadline. It also shows your team members their impact on the project, increasing their engagement.

• How to implement an action plan

By itself, an action plan contains everything your team needs to achieve success. Once in place, you need to manage the plan on an ongoing basis to make sure everyone stays on track.

Communication

Action plan implementation requires seamless communication between team members and other stakeholders. 

Online meetings and asynchronous communication tools are key to ensuring everyone understands the details. It’s also vital to maintain availability to answer questions that may arise.

The main element to communicate to everyone involved is the "why" of the plan. Everyone responsible for executing it must understand how their actions contribute to the plan's success and how it adds to the company's bottom line.

Make sure to recognize and celebrate all achievements related to the action plan. 

Decide beforehand which tasks’ completion warrants recognition and rewards for your team members. This can boost morale, motivate the team , and maintain enthusiasm throughout the project. 

Sharing which actions you’ll reward before the project starts can increase productivity .

You'll likely face some obstacles once you begin implementing the action plan. What looks great on paper may be completely different in reality. This is why action plans are flexible.

Making adjustments is an integral part of a plan’s implementation. To ensure these changes are successful, seek feedback from the project participants. 

Regularly discussing the action plan with your team can provide valuable insight into making effective corrections. At the same time, it keeps the team in the loop and promotes engagement.

• Action plan template

This simple action plan template can help you create a successful plan regardless of your goal.

Clearly define the goal or objective you want to achieve

Task 1: Description of the task

Responsible: Person/team responsible for completing the task

Deadline: Date by which they should complete the task

Task 2: Description of the task etc.

Start date: Date when you’ll initiate the action plan

End date: Date when you expect to complete the action plan

Resource allocation:

Budget: Allocated budget for the action plan

Personnel: List of team members or departments involved

Equipment/technology: Any specific equipment or technology needed

Communication plan:

Stakeholders: List of relevant stakeholders to inform

Communication channels: Preferred channels for communication

Frequency: How often you’ll share updates or progress reports

Monitoring and evaluation:

Progress tracking: Method or tool to track progress

Review dates: Scheduled dates to review progress and make adjustments

Evaluation criteria: Metrics or criteria to assess the effectiveness of the action plan

The more details you add to the plan, the easier it will be to implement. The goal is to make the action plan transparent for everyone involved.

• Creating an effective action plan

An effective action plan is the foundation of any project. It can provide much-needed structure to your business operations and contribute to a favorable outcome. 

Ensuring the right goal format, outlining the tasks, and setting up a timeline can streamline your efforts. This makes it easier to remain focused on your goals. 

With an action plan, even the toughest objectives become easier to accomplish.

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25+ SAMPLE Research Action Plan in PDF

Research Action Plan

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Action Plan Templates: What, Why, How and Examples

By Joe Weller | May 25, 2016 (updated May 22, 2024)

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We've compiled free action plan templates for project managers, businesses, strategists, and other teams and individuals. We've included editable templates with example copy to help you get started breaking down your strategy into actionable steps to meet your goals.

Included on this page, you’ll find many helpful action plan templates, such as a business action plan template , a project action plan template , a work action plan template , and more.  Also, get tips for how to use action plan templates .

What Is an Action Plan? 

An action plan is a step-by-step strategy designed to accomplish a specific goal or objective. It outlines the specific actions to be taken, the resources required, the timeline, and the individuals or teams responsible for each task.

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What Is an Action Plan Template? 

An action plan template is a pre-designed format or structure that helps individuals or teams create an action plan. Use an action plan template as a framework to break down project goals into manageable steps, assign responsibilities, and track progress.

How Do I Write an Action Plan? 

To write an action plan, start by defining your project’s overarching goal, then break your goal down into smaller tasks, assign responsibilities, and set timelines for each task. Regularly monitor project progress, and adjust the plan as needed. 

To write an effective action plan, follow these steps:  

• Define Your Goal: Clearly state the objective or goal you want to achieve, ensuring it is specific, measurable, attainable, relevant, and time-bound (SMART). 
• Identify Tasks: Break down your goal into smaller, manageable tasks that are necessary to achieve the overall objective.
• Set Timelines: Establish deadlines for each task, and determine the overall timeline for accomplishing the goal.
• Identify Resources: Determine the resources required to complete each task effectively, such as tools, equipment, and personnel.
• Assign Responsibility: Allocate responsibility for each task to a specific individual, team, or department.
• Download an Action Plan Template: Use an action plan template to organize tasks, set priorities, and track progress towards your goal. Download an editable action plan template to assist you in creating your action plan.
• Monitor Progress: Regularly monitor the progress made towards the goal and make necessary adjustments to the action plan.
• Measure Success: Define key performance indicators (KPIs) to measure progress towards the goal.

Types of Action Plan Templates

There are several types of action plan templates available, all designed to assist individuals or teams in developing a structured plan of action to achieve goals or objectives. Pick the template that best aligns with your organization’s needs.

Explore these action plan templates to find the one that best fits your current project or goal: 

• Action Item Templates: Use an action item template when you need to keep track of specific tasks, responsibilities, and deadlines that are essential to completing a project or achieving a goal. These templates include a structured format for progress tracking, accountability assurance, and resource management.
• Corrective Action Plan Templates: Employ a corrective action plan template to diagnose and remedy issues or problems encountered during a project or within a business process. These templates aid in promptly and effectively resolving issues, diminishing the risk of future complications, and enhancing overall performance.
• Performance Improvement Plan Templates: Consider a performance improvement plan (PIP) template to guide underperforming employees in enhancing their work performance. A PIP template helps employees concentrate on particular improvement areas, while managers can provide support and guidance to facilitate better performance.
• Mutual Action Plan Templates: Use a mutual action plan template to encourage collaboration and consensus among individuals or teams with a shared goal. These templates offer a structured format for detailing specific tasks, timelines, and resources needed from each party, assigning responsibility, and tracking progress towards the shared goal.
• Marketing Action Plan Templates: Utilize a marketing action plan template when creating a comprehensive plan to reach marketing goals and objectives. These templates provide a structured format for detailing marketing strategies, tactics, timelines, and resources necessary to achieve these goals.
• Microsoft Word Action Plan Templates: A Microsoft Word action plan template is ideal when creating a customizable plan to achieve a particular goal or objective. This type of template saves time and effort by providing a pre-designed format that can be modified to meet individual needs and specifications.
• Excel Action Plan Templates: Implement an Excel action plan template to organize and track tasks, timelines, and resources. These templates can assist individuals or teams in overseeing progress towards their goal, adjusting timelines and resources, and ensuring the plan remains on track.

Parts of an Action Plan

A comprehensive action plan should include a clear goal, a breakdown of tasks, a timeline for completion, identification of resources and responsible parties, monitoring and evaluation plans, risk management strategies, and key performance indicators (KPIs). 

Although the specific parts may vary depending on the goal or objective at hand, an action plan typically consists of the following eight components:

• Goal or Objective: Write a clear and specific statement of the goal or objective to be achieved. 
• Tasks or Actions: Break down the goal into specific tasks or actions required to achieve the goal.
• Timeline: Create a timeline or schedule for completing each task or action and for achieving the overall goal.
• Resources: Identify the resources needed to complete each task, including personnel, materials, and equipment.
• Responsibility: Assign responsibility for each task to a specific person or team.
• Monitoring and Evaluation: Develop a plan for monitoring progress towards the goal and evaluating the effectiveness of the action plan.
• Risks and Challenges: Identify potential risks and challenges that may impact the successful completion of the action plan, and devise strategies for managing them.
• Key Performance Indicators (KPIs): Establish specific metrics to measure progress towards the goal and evaluate the success of the action plan.

By including these components in an action plan, individuals and teams can ensure that their action plans are comprehensive, well-structured, and actionable.

Creating an Effective Action Plan

The best action plans are clear, specific, and flexible enough to accommodate changes. They should serve as a roadmap to help everyone involved in the project understand what needs to be done, who is responsible, and when tasks are expected to be completed.

Here are some tips to keep in mind as you begin to draft your action plan: 

• Set an Feasible Goal: Start by selecting an achievable goal and clearly defining your objective. Balance its significance with feasibility, considering the timeframe and resources available to you.
• Brainstorm With Your Team: Engage your team when creating your action plan. Brainstorming can lead to a robust plan of action. In some cases, you might find valuable input comes from outside the immediate team.
• Opt for Concrete Action Steps: Opt for action steps that are concrete, measurable, and attainable. Aim for well-defined steps instead of vague notions.
• Assign Responsibilities Clearly: Determine who is responsible for each action step and who will provide support. While supporters assist in the process, they are not responsible for the final outcome of an action step.
• Set a Clear Schedule: Establish a clear schedule for completing each action step. Whether your ultimate goal is a short-term project or a multi-year endeavor, breaking down the timeline for each milestone is crucial.
• List Necessary Resources: Document all resources needed to complete your action steps. If you lack sufficient resources, include a strategy for their procurement.
• Regularly Review Your Plan: As your action plan unfolds, review and update it regularly. Make necessary adjustments based on the tracking of your plan's progress.
• Keep Key Stakeholders Informed: Communicate with key stakeholders about the plan's progress and its impacts as it progresses. Clear communication ensures everyone stays aligned and informed.

Simple Action Plan Template

Download a Sample Simple Action Plan Template for  Excel  |  Microsoft Word  | Smartsheet

Download a Blank Simple Action Plan Template for  Excel  |  Microsoft Word  | Smartsheet

This action plan template includes sections to plan for four goals, with the option to add more. Each goal further divides into action steps where teams can assign both a priority and a completion status to track progress. Include start and end dates for each action, along with any relevant notes. This template is suitable for various uses including project management, event planning, and achieving business goals.

Business Action Plan Template

Download a Sample Business Action Plan Template for  Excel  |  Microsoft Word  | Smartsheet

Download a Blank Business Action Plan Template for  Excel  |  Microsoft Word  | Smartsheet

This action plan template can be used as a supporting tool to reach the goals in a business or marketing plan. The goal is clearly stated at the top of the template followed by action steps below. This template provides sections to record necessary resources, potential challenges and final results. The final result of an action item could simply be a successful completion, or new steps may have been identified in the process. An action plan may have to be adaptive in order to reach business goals.

Project Action Plan Template for Word

Download a Sample Project Action Plan Template for  Excel  |  Microsoft Word  | Google Docs | Google Sheets | Smartsheet

Download a Blank Project Action Plan Template for  Excel  |  Microsoft Word  | Google Docs | Google Sheets | Smartsheet

Keep your project on schedule and evaluate its progress with this project action plan template. The template breaks down goals into separate sections along with their associated action steps. The timeline, expected outcome, ownership and evaluation methodology can be recorded for each action step. Save the project template as a PDF and print for easy sharing with a team.

Work Action Plan Template

Download a Work Action Plan Template for Excel  |  Microsoft Word  | Smartsheet

Implement this detailed work action plan template to help ensure success in your improvement efforts. The template allows you to clearly outline each step of your work action plan along with important data. What resources are available or needed? Where are there points of resistance that need to be dealt with? What is your c ommunications plan for each step? Including all of these factors in your action plan will help implementation go smoothly.

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Additional Resources

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Free Strategic Planning Templates

Choose from 9 free strategic plan templates in Microsoft Excel and Word formats.

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The Top Project Plan Templates

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Apr 3, 2024 16 min read

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How to Write an Action Plan (Example Included)

What Is an Action Plan?

In project management, an action plan is a document that lists the action steps needed to achieve project goals and objectives. Therefore, an action plan clarifies what resources you’ll need to reach those goals, makes a timeline for the action items and determines what team members are required. We’ll define what project goals, project objectives, action items and action steps are later in this guide.

An action plan is similar to a project implementation plan, and it’s very helpful during the project planning and project execution phases. That’s because an action plan documents the execution of the project plan; it’s a detailed list of the work that must be done to complete the project goals, from the start of the project to the finish.

Action Plan Sample

Take a look at this sample of an action plan. We used our free action plan template for Excel and filled out some potential marketing tasks, phases and assignees. It’s a thorough action plan that accounts for progress, timelines, planned hours, resources and even costs. It’s a great place to start when making your own action plan. Download it and keep reading to make an ideal action plan.

Action Plan Components

An action plan answers the who, what and when of what you’re proposing. Those questions are answered by the various components that make up an action plan. The following are the basic building blocks of a successful action plan.

• Action Plan Steps: The action plan steps are the answer to the question of what. They’re the activities that’ll lead to achieving your goal. Action plan steps detail what will happen, and the more detail, the better.
• Action Items: The action items are the specific, small tasks that make up the action plan steps. These are the tasks that, when executed, lead to the next action plan step.
• Action Plan Timeline: An action plan timeline is the whole action plan laid out from start to finish. It shows the full duration of the action plan and every step and task is also plotted on this timeline, including their start and end dates.
• Action Plan Resources: Resources are anything needed to execute the action plan. That includes labor, materials, equipment, etc. You’ll want to identify the resources you’ll need for the action plan and attach them to the tasks to which they’ll be applied.
• Action Plan Matrix: A matrix is just a tool to help you determine which tasks you need to complete and in what order. Use our free action plan template to outline the steps, items, timeline and resources you’ll need to get the plan done right.
• Action Plan Report: Once you start to execute the action plan, you’ll need to ensure your actual progress matches your planned progress. To track progress, you’ll want to use an action plan report, which is a snapshot of your time, costs and more over a specific period.

Not only are you figuring out the action steps and timeline, but you’ll also determine who you’ll assemble for your project team to work on those tasks. This requires robust project management software like ProjectManager . ProjectManager offers multiple action planning tools such as Gantt charts, kanban boards, project calendars and more. Best of all, these project planning views sync with project dashboards, timesheets and workload charts to keep track of progress, project resources and costs.

Types of Action Plans

There are many different types of action plans that are used on various kinds of strategic initiatives. Each is similar in makeup but differs in their goals. Here are a few of the varieties of action plans.

Business Action Plan

A business action plan is used to set goals and tasks when you want to start a business or grow an existing business. It outlines the vision for the business and the actions you’ll take to achieve that vision.

Project Action Plan

An action plan for a project is really no different from a general action plan. The only difference is that it’s about producing a deliverable at the end of the plan, whether that be a product or service.

Personal Action Plan

Again, a personal action plan differs little from any other action plan except for the goal. For example, a personal action plan might be for an individual to exercise more. Therefore, the goal might be to walk for a half-hour a day, say, during lunchtime.

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Action Plan Template

Use this free Action Plan Template for Excel to manage your projects better.

How to Write an Action Plan for Project Management in 10 Steps

The benefits of an action plan are simple: you’ve now outlined what action steps and what resources are needed to reach your stated project goals. By having this collected in a single project management document, you can more successfully plan out how to execute your project plan.

People get overwhelmed by project management jargon when having to plan out a project, but the word “action” everyone can understand. The fundamentals to getting an action plan together for any project follow these four project planning basic steps:

1. Define Your Project Goals

There’s a difference between project goals and project objectives. Project goals refer to the high-level goals that the project will achieve. Those generally align with the strategic planning and business objectives of organizations.

2. Define Your Project Objectives

The project objectives are much more specific than the project goals. Project objectives refer to the deliverables and milestones that need to be completed to achieve your project goals.

3. Define Action Steps

The action steps are a group of related tasks or action items that must be executed to produce project deliverables.

4. Identify and Prioritize Action Items

Action items are small, individual tasks that make up the action steps that are outlined in your action plan. First, you need to identify task dependencies among them, and then assign those action items a priority level so that they’re executed sequentially.

5. Define Roles & Responsibilities

Now that you’ve divided the work required to accomplish your action plan, you’ll need to assign action items to your project team members and define their roles and responsibilities.

6. Allocate Resources

As with your project plan, your action plan has resource requirements. Having identified your action steps and action items will help you understand what resources are needed for each task and allocate them accordingly.

7. Set SMART Goals

Your action plan needs to be monitored and controlled to measure its performance. That’s why it’s important that you set SMART goals for your action items, action steps and your project objectives. SMART goals stand for specific, measurable, attainable, relevant and timely.

8. Set a Timeline for Your Action Plan

As a project manager, you’ll need to do your best to estimate how long it’ll take to complete your action items and action steps. Once you do so, you’ll have a timeline. You can use project management techniques like PERT charts or the critical path method to better estimate the duration of your project action plan.

9. Write an Action Plan Template

Create or use a simple action plan template to collect tasks, deadlines and assignments. This is the place where everything task-related goes in your project action plan, so you have a place for all this crucial information.

Writing an action plan template it’s a great idea because you’ll need to use that format throughout the project. That’s why we’ve created a free action plan template that you can download. There are also dozens of other free project management templates for Excel and Word that can help you with every phase of your project.

10. Use a Project Management Tool

Use a project management tool to keep you on task. ProjectManager has project planning features that help you monitor and report on project progress and performance. Get a high-level view of the action plan with our live dashboards. Unlike other tools, we don’t make you set up the dashboard.

Once you’ve mapped out your action plan, you can use project planning tools to zoom into all the details about your action steps and action items. With ProjectManager, you can calculate various metrics, such as project variance, workload and more. They’re displayed in easy-to-read charts and graphs. Share them with stakeholders to give them updates on action steps whenever they want.

Tips to Write an Action Plan

Once you have an action plan, how do you work with it to run a successful project? Here are some tips to help with implementing your action plan:

• Focus on priorities and what’s due now when identifying action steps and setting your action plan timeline
• When you complete action steps, mark them off
• Have your team members work on one project management platform
• Set up alerts
• Discuss pending or overdue tasks

Action Plan Example

We’ve been talking a lot about an action plan, but let’s take a look at one in-depth. Below, you’ll see our free action plan template . It’s set up for the development of a website.

It’s broken down into phases, the first being the project planning phase , which includes the action steps, market research and the design of the site. You’ll see that tasks are outlined for each action step, including a description of that task, who’s assigned to execute it, the priority and even the status of its completion.

This is followed by the third action step, which is the launch of the site. This is the execution phase of the action plan, but it follows the same format, such as noting the priority, who’s responsible for the work, what that work is and its status.

There’s also a timeline to define the start dates of each of the tasks in the action steps, including the planned hours. This allows you to determine the length of each task and the duration of the entire action plan, from start to finish.

Finally, there’s a place to add your resources. They’re broken down into departments, for example, marketing, web development, etc. Then the materials that are required for each task are listed, including their costs. This allows you to estimate the cost of the plan.

How to Make An Action Plan With ProjectManager

Follow along with this action plan example to see how action plans are typically laid out using project planning software .

1. Map Action Plan Steps Using Multiple Project Views

ProjectManager can help you build your action plan and then execute it. Collect all your action steps tasks on our list view, which does more than light-weight to-do list apps because it allows you to then map your action plan with Gantt charts , project calendars and kanban boards. These robust project management tools allow you to prioritize action items, customize tags and show the percentage complete for each task. Our online project management software gives you real-time data to help you create an action plan and stick to it.

2. Assign Action Items to Your Team Members

Once you’ve mapped out your action plan steps with ProjectManager’s project planning tools , you can assign tasks to your team members and indicate what resources are needed for the completion of each action item. Indicate their roles and responsibilities and set priority levels for each task to ensure the work is carried out properly.

3. Set Action Plan Steps and Deliverables

It’s important to note all the phases of the project timeline to know what action steps and tasks will take place and when. In addition, ProjectManager’s Gantt chart allows you to identify project phases, find the critical path, and set due dates for project milestones and deliverables

4. Track Progress With Real-Time Dashboards

Once you start the project, you’ll need to chart the progress of the work being done. This leads us to the real-time project dashboard , where you’ll check whether your action plan is on schedule and under budget.

Manage Your Project With an Action Plan

Getting a plan together is only the first part of managing a project . Remember, it’s not something to write and put away, but rather it’s a living document that should follow you throughout the project life cycle. Jennifer Bridges, PMP, offers more tips on how to write an action plan in the video below.

Here’s a screenshot for your reference:

ProjectManager’s Action Planning Tools are Ideal for Managing Action Plans

If you’re looking to make an action plan and then take action on it by executing, monitoring and reporting on a project, then you’ll want ProjectManager. Our online project management software lets you make an action plan online with multiple project planning tools such as Gantt charts, task lists, kanban boards and project calendars. Then, you can use timesheets, project dashboards and resource management tools to keep track of progress, time and costs.

Plan & Schedule With Gantt Charts

ProjectManager’s Gantt chart is ideal to map out your action plan on an interactive project timeline that helps you organize your tasks, link dependencies and set milestones. More than that, you can filter for the critical path. When you’re done scheduling your action steps you can set a baseline. This allows you to always see the planned versus actual progress of your action plan to help you stay on track.

Manage Action Items with Kanban Boards, Task Lists and Project Calendars

Once you’ve used the Gantt chart to create a timeline for your action plan, you can zoom into the nitty-gritty details of everyday work with kanban boards , task lists and project calendars. With these tools, you can assign tasks and give teams a collaborative platform to comment and share relevant documents with unlimited file storage and real-time communication features.

Track Progress, Resources and Costs With Real-Time Action Plan Dashboards

ProjectManager’s real-time action plan dashboards sync with all its project management tools so you can check the status of your action plan at any time. You can check on your team members’ progress to see who’s over or underallocated, check labor costs and track whether your team is on schedule.

ProjectManager gives you all the tools you need to create and implement a successful action plan. Regardless of the type of action plan that you need to create, our award-winning project management software makes it easy to do so. Get started with a free 30-day trial today. 

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Free 10+ research action plan templates in pdf | ms word, 1. research action plan template, 2. strategic research action plan, 3. organization research action plan, 4. research and action support plan template, 5. research action plan example, 6. national research action plan, 7. engaged research action plan, 8. strategic research action plan in pdf, 9. hr research action plan, 10. national research action plan in pdf, 11. research action plan in doc, 5 steps to create the research action plan, why do you need the research action plan, what are things required in the research action plan, how does the research action plan works, why is it necessary to have a research action plan, plan templates.

The Research Action Plan is finding out the solutions not only for the existing problems in the research but also the newly developed issues in it. It is through the plan that the process of the research become quiet simple. The research process plan have in it the solutions through which the researcher solves the arising problems in the study. With these plan you’ll be prepared to take some strong actions.

Step 1: Identification of the Objective of Plan

Step 2: generating focus questions in plan, step 3: mention data collection method, step 4: mention techniques to collect data, step 5: process and analyse data collected, more in plan templates.

A3 Research Poster Template

Keynote speaker poster template, quartet poster template, quality poster template, conference poster keynote template, research poster template for keynote, school cash management policy template, biography research template, creative research poster template, university research poster template.

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ABSTRACT This research is a reading comprehension intervention, a total class of grade I and II pupils in Multigrade class, on the reading comprehension level of ten pupils out of 20 grades I and II pupils at risk for reading failure. They belong to the Frustration Level of their reading comprehension. Pre-test and Post reading was administered to Grade I and II pupils using set of passages from the PHIL-IRI and Developmental Reading Power to determine the reading comprehension skills of each pupils. This study aimed to improve the comprehension skills of grades I and II pupils in Multigrade class. The result showed that ten of the pupils significantly improved in their reading comprehension skills using graphic organizer. All target pupils’ in reading comprehension scores on the standardized PHIL-IRI passages and from the Developmental Reading Power were higher in the post test than at the pre-test. More comprehension gains were found in Phil-IRI passages that did not found in the intervention. Social validity measures taken from the teachers, parents, and pupils revealed positive evaluations of the intervention. Limitations, future direction on research, and applied inferences are discussed.

Joenel Demegillo

This descriptive research study was conducted to determine the relationship of reading comprehension and mathematics performance of the 302 pupils at Anecito Panolino Elementary School of Division of Passi City for the school year 2014-2015. The Phil-IRI test, the profile questionnaire and first periodical grade of pupils in Mathematics were used as the data gathering tool. The statistical tools used were frequencies, means, standard deviation, t-test, one-way Analysis of Variance, and Pearson Product Moment Coefficient of Correlation. Acceptance or rejection of the null hypotheses was based on the.05 alpha level. The pupils of Anecito Panolino Elementary School were males and were in ages six to ten years old. They belong to a family that is earning below the poverty line and were enrolled in Grade V. They have a weak reading comprehension as to speed level, reading level, and comprehension level despite of gender, age, grade level and family income. In gender and family income there is almost a significant difference however in age and grade level it showed almost no significance on reading comprehension. Regardless of groupings, mathematics performance of the pupils was an “unsatisfactory” rating. Significant difference in mathematics performance of the pupils was found on gender however, there is none with respect to age, family income and grade level. The positive correlation between the pupils speed level, reading level, comprehension level and mathematics performance was determined in the study.

Jestoni Jest Pestaño

pilar limin

DepEd Malolos - Region III

Joey R . Cabigao, PhD

This study primarily aims to determine the relationship of teachers’ organizational commitment and instructional competence. Organizational commitment is measured using four dimensions (Celep, 2000) while instructional competence is quantified using DepEd’s Instructional Tool. The study hypothesizes (Ho)that teachers’ organizational commitment and instructional competence have no significant relationship. Descriptive correlational method is utilized with 32 teachers of Malolos City High School-Santisima Trinidad as respondents for SY 2016-2017. Pearson r is employed to identify the degree of relationship at .05 level of significance. Among the four dimensions, the study reveals that only teachers’ Commitment to School (p-value= .020) has a significant relationship with instructional competence. As teachers’ commitment to school becomes stronger, instructional competence goes higher. Other three dimensions have no significant relationships with instructional competence. The study suggests to (1) develop school-initiated program to enhance teachers’ commitment to school leading to higher instructional competence; (2) align school practices with DepEd standards to maximize resources in delivering quality services thus building a good image to school; (3) ensure that institutional vision, mission, and core values are properly articulated to teachers as their guides in the service; and (4) conduct similar studies with larger number of teacher-respondents to determine if the other three aforementioned dimensions have significant relationships with instructional competence. Keywords – organizational commitment; commitment to school; commitment to teaching work; commitment to teaching occupation; commitment to work; instructional competence

edna albaran

This study attempted to enhance the Oral Reading Competence of Grades Four to Six pupil respondents through Remedial Instruction. Specifically, this study sought to answers to the following questions: 1. What is the Oral Reading Competence of Grades Four to Six pupil respondents after conducting two months remedial reading instruction? 2. What is the profile of Grades Four to Six pupil respondents considering the following: sex, attitudes towards oral reading, teacher traits, teaching methodology, exposure to reading materials 3. What is the Oral Reading Competence in English of the Grades Four to Six pupil respondents on the following: pronunciation, vocabulary, grammar, fluency, comprehension and overall results on enhancement oral reading skills after remedial instruction

salvador emproso jr

Kristine Chumacera

THE LEVEL OF ACADEMIC STRESS AND COPING STRATEGIES OF GRADE SIX-BERYL PUPILS AT EM’S SIGNAL VILLAGE ELEMENTARY SCHOOL, S.Y. 2019-2020

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Literature Review

5 Best Research Graphic Organizer Templates For Researchers

Discover the 5 best research graphic organizer templates to simplify and streamline your research process.

Aug 27, 2024

Researching a paper can feel overwhelming and chaotic. First, you must sift through countless sources before narrowing them down to a manageable number. Then, you need to extract information from each source while keeping track of everything you've uncovered. Research graphic organizers can help you structure your notes and identify connections between sources to streamline the writing process. 

In this guide, we'll explore the ins and outs of research graphic organizers and offer tips for using them effectively.  With the right tools and strategies, you'll write your paper quickly. Otio's AI literature search and writing partner can help you organize by summarizing information from your sources, creating research graphic organizers, and much more. 

Table Of Contents

What are research graphics, what is a research graphic organizer, how to create a graphic organizer easily, purpose of research graphic organizer, supercharge your researching ability with otio — try otio for free today.

Research graphics depict data or information connected to a research project. They summarize findings, help present complex data more efficiently, or illustrate relationships between variables.  

Common Types of Research Graphics  

Research graphics come in many varieties. Here are a few of the most common types:  

Bar Charts  

These visuals compare categories or groups. They feature rectangular bars that represent different categories, with the length of each bar corresponding to its value.  

Line Charts  

Line charts show trends or changes over time. They plot individual values on an X and Y axis and connect them with a line to illustrate how they relate over a certain period.  

Pie Charts  

These circular visuals represent the proportions or percentages of a whole. Each slice of the pie corresponds to a category’s contribution to the total. Pie charts work well for illustrating data with a limited number of categories.  

Scatter Plots  

Scatter plots show relationships between two variables. Each value pair in a data set is plotted as a dot on a two-dimensional graph. By examining the pattern of dots, you can determine whether the two variables have a positive, negative, or no correlation.  

Histograms  

Histograms depict the distribution of a single variable. They look similar to bar charts, but instead of comparing categories, they show the frequency of data within ranges or bins.  

Infographics  

Infographics present complex information in a visually appealing and easy-to-understand format. They combine visuals with minimal text to communicate a research topic to a broad audience. Infographics can take many forms and are often colorful and engaging.

Research graphic organizers help you effectively structure your research . They visually organize the notes to help you analyze and present your findings.  When you outline your research paper, you may discover that certain graphic organizers fit your project better than others. In time, you will figure out which types of research graphic organizers work best for you. 

Concept Maps: Visually Connect Ideas

Concept maps in research look like diagrams or webs that show the relationships between different ideas or concepts. They help researchers brainstorm information and organize and visualize their notes.  You can create concept maps to grasp the bigger picture of your research topic and assess how different areas of study connect.  Doing so will help you narrow your focus and pinpoint specific investigative aspects.  Then, as you collect research, you can revise your concept map to reflect new information and how it alters your understanding of the topic. 

Venn Diagrams: Compare and Contrast Information

Venn diagrams use overlapping circles to organize data visually. Each circle represents a different research topic, idea, or concept. As you collect information, you can jot down notes in the appropriate sections to analyze similarities and differences between your subjects. Venn diagrams are handy when your research involves contrasting theories, historical events, or studies with different conclusions. 

Flowcharts: Outline Processes and Methodology

Flowcharts help researchers visualize both experimental processes and methodologies. They break down complex steps into more uncomplicated, easy-to-follow instructions. Flowcharts can also help identify areas of research that need further exploration. For example, if you create a flowchart to outline the steps of a scientific experiment, you may discover an area that needs more information. This could lead you to conduct further research before proceeding with your experiment. 

Timeline Charts: Track Progressions Over Time

Timeline charts help researchers visualize how events unfold over time. They can help you organize historical data for research papers or projects, track the development of a particular topic, or map out your research progressions. As you collect data, you can create a timeline chart to help you organize your information and present your findings. 

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1. Open Google Sheets

To get started, open Google Sheets and create a new blank spreadsheet by clicking on the "+ New/Blank" button in the upper-left corner of the screen. 

2. Create Your Columns

Next, begin adding your categories to the first row or column. These categories will serve as the column headers for your graphic organizer. 

3. Adjust the Formatting

After that, use the formatting tools in Google Sheets to customize the appearance of your graphic organizer. You can change the font, font size, color, and background color of your text to make it more visually appealing. Play around with the format until you find a style that works for you. 

4. Continue Adding New Content 

Finally, enter your research notes under each category in the corresponding column. You can add text, numbers, and even images to your sheet. Continue to add notes as your research progresses, adding new categories or columns as needed.

1. Say Goodbye to Research Overload with Otio

Knowledge workers, researchers, and students today suffer from content overload.  And they are left to deal with it using fragmented, complex, and manual tooling. Too many of them settle for stitching together complicated bookmarking, read-it-later, and note-taking apps to get through their workflows. Now that anyone can create content with a button, this problem will only worsen. 

Otio solves this problem by providing researchers with one AI-native workspace. It helps them collect various data sources, from bookmarks, tweets, and extensive books to YouTube videos. Otio can then extract key takeaways with detailed AI-generated notes and source-grounded Q&A chat. Lastly, it helps you create draft outputs using your collected sources. In short, Otio enables you to go from the reading list to the first draft faster.

Along with this, Otio also helps you write research papers/essays faster . Here are our top features that researchers love: AI-generated notes on all bookmarks (YouTube videos, PDFs, articles, etc.), enabling you to chat with individual links or entire knowledge bases, just like you chat with ChatGPT and AI-assisted writing. 

Let Otio be your AI research and writing partner — try Otio for free today !

2. EdrawMax: The Online Graphic Organizer Tool for All Your Needs 

EdrawMax Online is a cloud-based software that allows users to create various diagrams, charts, drawings, and graphic organizers. By signing up, you can access a canvas to draw any organizer of your choice by dragging and dropping various shapes and symbols from the included library. You can also use EdrawMax Online to create graphic organizers for research papers . You can choose to make one from scratch or just use a template, albeit the latter option relies on the presence of a template in the template gallery.

3. HMH Templates: Free and Customizable Graphic Organizers 

Help your students classify ideas and communicate more effectively with these free graphic organizer templates, available for download at HMH. They can be used to structure writing projects and help with problem-solving, decision-making, studying, planning research, and brainstorming.

4. Teachers Pay Teachers: Thousands of Graphic Organizers for All Subjects 

TPT is a platform with over 2000 graphic organizer templates in areas such as animal research , career research, and more. These fillable templates are easy to use and can help students and researchers organize information in one place.

5. Canva: Graphic Organizer Templates to Get You Started 

Learn concepts, brainstorm ideas, and gain insights using editable graphic organizer templates you can customize for any topic or purpose on Canva.

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Graphic organizers help learners of every age categorize, clarify, or simplify information. They support writing, reading, and research by assisting students to construct knowledge by exploring the relationships between concepts. 

Supporting Complex Learning 

Research graphic organizers can be beneficial for students tackling complex texts or topics. Teacher-generated organizers can help students categorize and analyze large amounts of information, introduce a refined lens to examine a complex text, and enable students to recognize patterns and compare perspectives. The visual nature of graphic organizers can also help reduce students’ anxiety about complex learning by providing a structured approach to the work. 

Limiting Rigid Thinking 

Despite their benefits, graphic organizers' structured nature can lead to some unintended consequences. For example, students may need more than the graphic organizer to manage their learning rather than approach the task flexibly. This can cause students to avoid the messy yet essential work of surfacing key insights or conceptual understanding. Instead, they may limit their thinking to just filling in the boxes of the graphic organizer. 

Designing for Learning 

When the goal is to support student learning, graphic organizers can provide intellectual guardrails to guide students toward more profound understanding and learning. Well-designed graphic organizers should help students categorize key concepts, surface the interconnection of ideas, or help students construct knowledge. For example, suppose your desired learning objective is to have students explain the paradox that an overly weak and overly strong government can threaten individual liberty. In that case, the graphic organizer must be constructed to generate that level of thinking. 

The organizer should ensure that students move beyond the traditional listing of the weaknesses of the Articles of Confederation . Instead, the design should lead students to thoughtfully analyze how liberty was impacted under the British monarchy and the Articles of Confederation. The organizer should require students to compare plot elements from the story to the typical rising/falling action, climax, and resolution storyline; determine where and why the author made similar or different choices; and offer a judgment regarding the deliberate craft moves. 

If the goal is to have students form well-reasoned opinions, the ubiquitous Venn diagram, although a viable means to make comparisons, doesn’t automatically require students to weigh the relative strengths of the elements depicted, isolate the most significant similarities or differences, or rate or discriminate between elements that would inform a thoughtful point of view. Unless designed with the end in mind, organizers may unintentionally lead students on an intellectual scavenger hunt that generates surface understanding and thinking. The design of the graphic organizer must align with the learning goal and require that students apply the information they deconstructed to make meaning or develop unique insights. 

Imagine you’re a researcher. You’ve been given a grant to study the effects of climate change on polar bear populations. You’ll need to write a paper, and you want to produce something with real value. You want to collect and analyze data on the topic and write the best paper you can. The only problem is a massive content overload on climate change and polar bears. If you searched for "climate change and polar bears" today, you'd get over 5 million results. 

That’s a lot of content to sift through. Imagine that instead of going through this process alone, you had a research partner. But instead of a human, it was an AI with superpowers specifically designed to help you with academic research. This is what Otio aims to do. It allows researchers and students to deal with academic content overload and produces better research papers. 

Collect: Gather Knowledge From Anywhere 

Otio helps you collect knowledge from anywhere. Whether reading a scientific journal, watching a YouTube video, or sifting through tweets, Otio enables you to gather all this information in one place. Instead of a disorganized collection of bookmarks, you’ll have a clean and organized visual interface that helps you get to the writing faster. 

Extract: Synthesize Information with AI 

Once you’ve collected enough data, Otio helps you understand it all. Using advanced AI technology, it generates notes for all your collected research. Need to understand what a specific bookmark is about? Just ask Otio. Do you want to chat with the data before you start writing? No problem. With Otio, you’ll extract the vital information you need to produce better research. 

Create: Write Research Papers Faster 

Otio doesn’t just help you gather and understand academic research. It enables you to write research papers faster. Using machine learning, Otio can help you draft outputs based on your collected sources. This way, you can go from the reading list to the first draft faster and produce better work. 

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