Action Plans: Best Practices to Prepare

Why Action Plans Matter

The more prepared you are with your Action Plans, the more value your team can create together. Here’s how to make team collaboration smooth, focused, and high-leverage with Action Plans.

1. Know What Success Looks Like

Problem: If success is fuzzy, so are the Action Plans.
Analysis: Vague goals lead to vague execution.
Action: Come in with a clear outcome in mind, even if it’s rough. You can refine, but you need a target.

2. Have Visibility Into Your Workflows

Problem: You can’t fix what you can’t see.
Analysis: Without visibility, we might fix the wrong things, or duplicate effort.
Action: Your team should be ready to show one another their tools, routines, and rhythms. That’s where the gold is.

3. Be Open to Simplification

Problem: Teams often believe more tools = better execution.
Analysis: Tool overload is real. Complexity kills clarity.
Action: Be open to reducing, not adding. Streamline what works, cut what doesn’t.

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