What is a Monthly Action Plan?

A monthly action plan is a clear and effective document which contains specific monthly goals, objectives, methods and processes that help the different kinds of professionals such as educators, supervisors, medical professionals, researchers, and many more in guiding them towards the fulfillment of their goals based on their roles and responsibilities in their careers. This plan is a useful management tool with the purpose of facilitating strategic and systematic planning to reach further development and success.

According to a research study, more than 50% of the action plans were highly specific and provided a high amount of details about what, where, when, how, and with whom the plan will be performed while the action plans that were medium-specific did not mention all details of the defined action plan. <Thus, all kinds of working professionals such as educators, counselors, supervisors, teachers, medical professionals, researchers, health and fitness instructors, and other key individuals in an organization should effectively create a compelling and well-detailed monthly action plan.

Benefits of a Monthly Action  Plan

Using action plans can immensely motivate various professionals to gain strong determination while working hard towards achieving the definite goals enclosed in the action plan. Also, they can move forward on the next step in their action plan. To fully strengthen your determination and effort in developing monthly action plans, know more about the benefits of a monthly action plan:

1. Initiates Reflection through Systematic Thinking and Analysis

One of the wonderful benefits of developing a monthly action plan is it initiates careful reflection through systematic thinking and analysis. Before you establish your primary goals and construct an effective action plan for the month, it is helpful that you contemplate what has occurred before, what specific actions have brought about full success or partial success, and what particular actions were irrelevant and have not helped at all. Malcolm Gladwell said: “Truly successful decision-making relies on a balance between deliberate and instinctive thinking.” Thus, creating a monthly action plan encourages you to deeply reflect on your actions and analyze them intently so that you are able to formulate proper decisions in planning.

2. Provides Clarity and Focus in Reaching the Goals and Objectives

Through a comprehensive monthly action plan, it provides you a sense of clarity and focus when it comes to reaching the specific monthly goals and objectives you are determined to accomplish. When you feel that you seem to be lost, overwhelmed or struggling on what you should perform to move forward, don’t make similar mistakes and take the fundamental steps to improve yourself and how you do things. So, a monthly action plan gives you the clarity you need in order to prioritize your time and energy. Plus, it guides you to do tasks step-by-step so that you can focus on reaching your goals.

3. Establishes Ownership and Accountability

Are you currently developing a monthly action plan as a team or group? You and your teammates or collaborators are more likely to contribute realistic recommendations and logical opinions which are often things all of you have some influence over. The involvement process establishes a sense of individual and collective ownership for the monthly action plan. In turn, this also sets accountability as the ownership allows certain tasks and activities to be assigned to different individuals. So, these people who received the assigned tasks and activities are aware that they have responsibility in completing the tasks and activities and that they should create some progress reports in accord with their agreement.

4. Brings Deep Satisfaction

Writing a monthly action plan can lead to deep satisfaction when you accomplish the steps and goals indicated there. Moreover, it can shorten the path towards your desired outcome which will lower your stress levels, making you recognize and become familiar with your skills, abilities, and competencies. Also, it compels you to finish your action plan in the right way. Doing this requires you to have intense determination, constant motivation, efficient strategy, and strong discipline.

Basic Components of a Monthly Action  Plan 

In this section, you will learn how to construct a well-written and systematic monthly action plan. However, a monthly action plan has different kinds of components. Include the following elements for you to create a professional piece of writing:

Overview: This part is the introductory section of your monthly action plan. It provides a simple and cohesive overview about the activities and tasks that must be accomplished in a month. Being the compelling part of the action plan, it describes the main purpose of the overall monthly action plan. Another element to incorporate in this section is a simple summary of methods and strategies that will be implemented through the process of completing the entire action plan for the month.Monthly Goals and Objectives: What do you hope to achieve in the implementation of the monthly action plan? This is an essential part of the action plan as it contains crucial information of your definite monthly goals and objectives in your personal life or professional work. Monthly Desired Outcomes: State the clear monthly desired outcomes as these are the most fundamental elements of the document. When writing your monthly desired outcomes, you and your team should make sure that they are reasonable according to the current skill level and rate of progress of the individuals involved in the monthly action plan. Resources, Strategies and Methods: This section contains some details about the resources, strategies and methods that will be used in the execution of the monthly action plan. Describe the resources and materials, crisis management plan, transition plan, assessment plan, etc. Be specific and clear as possible. Time Frame: Specify the time frame or duration of the implementation of the monthly action plan. Include the number of hours, time, day, and date that will be necessary in order to accomplish the tasks and activities in the action plan. Monthly Progress Monitoring and Evaluation Procedures: Demonstrate how to monitor and evaluate the progress of the monthly action plan. For example, what record keeping and assessment process will be utilized? Progress assessments and anecdotal records are some examples of record keeping. Create a list showing the flow of procedures involved in the monthly action plan.

How to Write a Monthly Action Plan

Below are some easy-to-follow tips that indicate how to write a clear and structured monthly action plan, as well as designing the blueprint of the essential activities, strategies, assessments, and other aspects.

Step 1: Set Goals and Objectives

Yuichiro Miura said: “It’s important to set your own goals and work hard to achieve them.” What are your specific goals and objectives? Consider the things you want to accomplish in your projects. So, take your time to know what exactly you want to fulfill in your action plan.

Step 2: Make a List of the Essential Steps

Next, make a list of the essential steps such as the methods and procedures for your monthly action plan. The steps should have clarity and must be easy to follow. Ensure that you include the essential steps and outline them in the right order so that you are able to accomplish your overall monthly action plan.

Step 3: Include the Resources and Materials

Then, include the important resources and materials that will be used in accomplishing the monthly action plan. For example, you are preparing a health, nutrition and fitness monthly action plan. So, you need to list down the food sources and ingredients for your healthy diet for a month, as well as the right body exercise equipment that will be used in the physical fitness routine.

Step 4: Create a Careful Evaluation  

Create a careful evaluation during the monthly action planning process. So, observe carefully on what is working and what is not working. Establish an effective process for review and determining successes, challenges and growth opportunities.

Step 5: Proofread and Prepare the Overall Plan

Review your entire monthly action plan and make sure to fully include all the crucial points in your plan. It should reflect the relation between the goals, objectives, resources, strategies and methods, activities used for executing the objectives, and the evaluation of the people involved in the action plan. If you see that you overlook some sections that need sufficient points, it is important to edit and revise the document immediately. 


What are the benefits of a monthly action plan?

The benefits of a monthly action plan are it initiates reflection through systematic thinking and analysis, it significantly provides clarity and focus in reaching the goals and objectives, it establishes ownership and accountability, and it brings deep satisfaction when the action plan is accomplished well.

What are the basic components of a monthly action plan?

The basic components that should be included in a monthly action plan are overview, monthly goals and objectives, monthly desired outcomes, resources, strategies and methods, time frame, and monthly progress monitoring and evaluation procedures.

What are some examples of monthly action plans?

Some examples of monthly action plans are basic monthly action plan, individual monthly action plan, monthly summary note staff action plan, monthly progress report for corrective action plan, map monthly action plan, monthly update action plan, success monthly action plan, monthly goals action plan, and many other action plans.

What are some ways to implement an action plan?

Some ways to implement an action plan are adding current plans and procedures, integrating plan goals with other community objectives, using risk assessment to inform plans and policies, implementing mitigation actions through existing mechanisms, and many more.

How to manage and keep track of an action plan?

If you need to manage and keep track of an action plan, you must identify the program goals and objectives, determine indicators, data collection methods, and timeline, and look for the proper roles and responsibilities of key individuals.

Why are monthly action plans important?

Monthly action plans are important because these tools guide individuals to make a careful observation about their current growth in their personal or professional life  and picture themselves in the future, as well as it facilitates effective planning, goal setting and preparing for the future which will significantly help them to obtain a greater chance of future success.

Therefore, writing a clear and structured monthly action plan will certainly help you and many other professionals in supporting better development and growth as you reach your vision and success. As your road map, an effective monthly action plan is valuable so that you are well-informed about the things that matter to you and how you should prioritize them.  To assist you in your journey in action planning, you can learn and apply the tips aforementioned in this article. Plus, we have included several monthly action plan samples that you can download.