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Action Plans walkthrough

Cover Ambitio’s quarterly targets with a typed plan, then move Actions from Open to Done.

The short version

Open Action Plans after this quarter’s targets exist. Desktop has three columns: Need a plan, the agent, and the board.

Diego already covered Operators invited this quarter with a Leads plan: Invite operators from the waitlist. Pick another target (or Build a plan) for Offers or Business model.

That plan is Running because Draft the invite note is In progress. There is no Start button. Maya owns Book three setup calls.

Walkthrough

  1. Step 1

    Pick a target that needs a plan

    On the Plans tab, Need a plan still lists Ambitio targets that have no plan (Monday reviews, cover every target). The board already shows Invite operators from the waitlist. Click an uncovered target or Build a plan. The center column becomes Builder scoped to that target.

    Ambitio Action Plans with Need a plan, the Builder, and Invite operators from the waitlist.
    1. Need a plan — quarterly targets still uncovered.
    2. Builder — the agent for covering that target.
    3. Invite operators from the waitlist — Ambitio’s Leads plan.

  2. Step 2

    Cover the target

    Let the Builder propose a plan name and a type. Diego’s first plan is Leads: a short invite note and twenty waitlist invites. One type per plan. Use Add plan if the same target needs a second plan.

    Ambitio Action Plans board showing the waitlist Leads plan.
    1. Need a plan — stays until every target has at least one plan.
    2. Builder — offers names; you confirm on the board.
    3. Type badge — Leads for the waitlist plan.

  3. Step 3

    Do the work

    Open Draft the invite note. Move status Open → In progress → Done. Diego already marked it In progress, so the plan is Running. Send ten invites is next. Book three setup calls is Maya’s.

    Ambitio Action with Draft the invite note in progress.
    1. Draft the invite note — Diego’s current Action.
    2. In progress — the plan is now Running.
    3. Maya’s Action — Book three setup calls.

Check your understanding

Check your understanding

  1. 01Where do you start when a quarterly target has no plan?

  2. 02When does an Action Plan start running?