FREE Excel Templates for Project Action Item Tracking

Introduction

Action items are a key component of any project manager’s toolkit. By definition, an action item is a task that is assigned to a specific individual or group, with a due date and assigned priority. In other words, an action item is a to-do list item that is assigned to someone, with a timeline for completion.

Action items are important because they help project managers keep track of tasks that need to be completed, and ensure that those tasks are completed in a timely manner. Without action items, it would be very difficult for project managers to keep track of all the tasks that need to be completed in order to successfully complete a project.

What Are Action Items?

Action items are tasks that are assigned to a specific individual or group, with a due date and assigned priority. In other words, an action item is a to-do list item that is assigned to someone, with a timeline for completion.

There are three key elements to an action item:

  1. The task that needs to be completed
  2. The individual or group who is responsible for completing the task
  3. The due date for completing the task

The 3 Ws of Action Items

When creating an action item, it is important to keep the three Ws in mind:

  1. What is the task that needs to be completed?
  2. Who is responsible for completing the task?
  3. When is the task due?

Answering these three questions will help you create a well-defined action item.

How to Write Action Items

When writing action items, it is important to be clear and concise. Action items should be specific, measurable, achievable, relevant, and time-bound (SMART).

Here are some tips for writing clear and concise action items:

  1. Use active voice. For example, “Develop a marketing plan,” rather than “A marketing plan needs to be developed.”
  2. Be specific. For example, “Develop a social media marketing plan,” rather than “Develop a marketing plan.”
  3. Use measurable language. For example, “Develop a social media marketing plan with a focus on Facebook,” rather than “Develop a social media marketing plan.”
  4. Use achievable language. For example, “Develop a social media marketing plan that can be implemented within the next six months,” rather than “Develop a social media marketing plan.”
  5. Use relevant language. For example, “Develop a social media marketing plan that is relevant to our target audience,” rather than “Develop a social media marketing plan.”
  6. Use time-bound language. For example, “Develop a social media marketing plan by December 31, 2020,” rather than “Develop a social media marketing plan.”

Action Item Examples

Here are some examples of action items:

  1. Develop a social media marketing plan.
  2. Create a Facebook ad campaign.
  3. Design a landing page.
  4. Write blog posts.
  5. Create an email marketing campaign.
  6. Conduct market research.

Benefits of Using Action Items

There are several benefits of using action items, including:

  1. Action items help project managers keep track of tasks that need to be completed.
  2. Action items help ensure that tasks are completed in a timely manner.
  3. Action items help project managers delegate tasks to the appropriate individuals or groups.
  4. Action items help project managers ensure that all stakeholders are aware of their tasks and deadlines.

What Is Action Item Tracking?

Action item tracking is the process of tracking the progress of action items. Action item tracking can be done manually, using a spreadsheet or project management software.

Things to Consider When Creating an Action Items List

When creating an action items list, there are several things to consider, including:

  1. What tasks need to be completed?
  2. Who is responsible for each task?
  3. When is each task due?
  4. What is the priority of each task?

How to Make an Action Item List

There are several ways to make an action item list, including:

  1. Use a project management software.
  2. Use a spreadsheet.
  3. Use a whiteboard.
  4. Use sticky notes.

Action items for software developers Example

  1. Develop a social media marketing plan.
  2. Create a Facebook ad campaign.
  3. Design a landing page.
  4. Write blog posts.
  5. Create an email marketing campaign.
  6. Conduct market research.

Action items for a marketing team Example

  1. Develop a social media marketing plan.
  2. Create a Facebook ad campaign.
  3. Design a landing page.
  4. Write blog posts.
  5. Create an email marketing campaign.
  6. Conduct market research.

HR action item example

  1. Develop a social media marketing plan.
  2. Create a Facebook ad campaign.
  3. Design a landing page.
  4. Write blog posts.
  5. Create an email marketing campaign.
  6. Conduct market research.

Common mistakes when creating action items

  1. Vague action items
  2. Action items that are not specific
  3. Action items that are not measurable
  4. Action items that are not achievable
  5. Action items that are not relevant
  6. Action items that are not time-bound

Conclusion

Action items are an important tool for project managers. By keeping the three Ws in mind (what, who, and when), and by being clear and concise, project managers can create well-defined action items that will help ensure the successful completion of their projects.

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