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Action Plans
Weekly work under a quarterly target. One type: Leads, Offers, or Business model.
The short version
Action Plans belong to quarterly targets only. Yearly targets do not get plans. Each plan has exactly one type: Leads, Offers, or Business model. A target can have more than one plan, and should have at least one.
The canvas answers four things: Deliverables, why the plan moves this Target, closeable Actions, and by when. A plan is Not started while every Action is still Open. It is Running when the first Action is In progress or Done. It is Done when every Action is Done. There is no Start button.
Actions have a title, a due date, a status (Open, In progress, or Done), and an assignee. The Action Plans agent suggests an owner from People skill tags and how many open Actions each person already has. The owner can still change the assignee. My actions lists work assigned to you. One action can wait on another in the same plan.
The stack
What unlocks
- 01Define strategySave the four questions. Goals and Action Plans then open.
- 02Set yearly goalsSet yearly goals. About three is a useful focus.
- 03Add targets on yearly goalsAt least one target on every yearly goal you keep.
- 04Set this quarter's goalsSet this quarter's goals. About three is a useful focus.
- 05Add targets on this quarter's goalsAt least one target on every quarterly goal you keep. Then Agenda is the open work.
Check your understanding
Check your understanding
01Which targets can have Action Plans?
02How many types can one Action Plan have?
03When does an Action Plan start running?
04Who can change the assignee on an Action?