Template
Work plan templates
Two free work plan templates for turning an objective into actions.
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Download everything
All 2 versions, in Word and PDF, in one ZIP file (841 KB).
How to use it
- State the objective in one or two sentences.
- List the actions needed to reach it and give each one an owner.
- Add start and due dates, and note the resources each action needs.
- Write down risks and anything the plan depends on.
- Pick a review date and check progress against the plan.
About this template
The action plan lists each step with an owner, start and due dates and the resources you need, with space for risks. The 90-day plan is a landscape one-pager that splits the next three months into three columns, so you can see what comes first. Each has a blank and a worked example for a fictional cafe, and both download as Word and PDF, free. They suit a team lead, a small business owner or anyone planning a quarter.
Questions
What is the difference between a work plan and a project plan?
A work plan usually covers a team's regular objectives over a period. A project plan covers a one-off piece of work with a start and an end. The layouts overlap, so use whichever fits.
How detailed should a work plan be?
Detailed enough that each action has one owner and a date. Longer lists are easier to follow when split into months.
Can I use the 90-day plan for a new job?
Yes. Fill the three columns with what you want to learn, do and review in each month.
Is the worked example a real plan?
No. It is a made-up example. Replace all of it with your own.
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