Turn strategic goals into structured execution. Break down business objectives into initiatives and milestones with clear deadlines, purpose, and ownership. Each milestone can be further detailed into actions — specific to-do’s with deadlines and assignees. This enables cross-functional collaboration, clear accountability, and visible progress at every level.
Break down larger initiatives into smaller deliverables and delegate ownership across the organisation. ActionPlanner empowers users to create milestones and actions as needed — making it easy to visualise workload, adapt in real time, and stay agile as priorities evolve. Execution becomes a shared responsibility, driven by those closest to the work.
ActionPlanner gives you one shared overview — clear, interactive, and always up to date. Drill down instantly to answer key questions like: How much time has passed? How far have we come? Who is doing what by when? Whether you’re leading a team or the whole company, you get the visibility needed to follow up and lead with confidence.
Every status update in ActionPlanner instantly feeds into live reports — no manual collection, no delay. Whether you’re leading a team, department, or the whole company, you get real-time insights the moment updates are made. The report is ready when the update is done.
As a cloud-based solution, ActionPlanner lets you stay on top of execution wherever you are. Whether you’re in the office, working remotely, or on the move, you can update status, follow up on actions, and stay aligned with your team. Execution stays visible and on track — no matter your location.
ActionPlanner structures feedback through a simple, yet powerful combination of gut feeling, thoughts, and facts. Each status update includes a traffic light to signal instinctive confidence (gut), a short comment to explain reasoning (thoughts), and a measurable KPI or progress indicator (objectivity). This ensures that every update is rich in insight — not just data — and enables smarter follow-up across teams.
KPIs and traffic light indicators are automatically aggregated at every organizational level — giving leaders a clear view of overall progress. From high-level summaries to specific team updates, each view is interactive and drillable. Quickly see where things are on track, where challenges exist, and why — all in one structured overview.
Start your day with a single, compressed email summarising everything relevant from the past 24 hours in ActionPlanner. No endless notifications — just one clear overview that helps you get up to speed and focus on what’s next. Stay informed without the inbox overload.
Collaborate directly within each initiative, milestone, or action using comments — just like you would on LinkedIn or Facebook. Share files, ask questions, and align in context. Everything is stored in one place, creating a clear and searchable track record that keeps collaboration focused and easy to follow.
Create and manage to-do’s — called actions — directly behind your milestones and initiatives. Add deadlines, assign responsibility, set priorities, and attach files. ActionPlanner helps you stay on top of daily tasks while keeping execution aligned with strategic goals — all in one place, even on the busiest days.
ActionPlanner supports multiple access levels — from administrators and super users to managers and contributors. Rights to view or edit are based on each person’s role and level of involvement in the plan. You can even invite external users, like consultants, to collaborate securely on specific initiatives — with full control over what they see and do.
Keep both “Run the business” and “Develop the business” activities in one clear, dynamic overview. ActionPlanner lets you build a digital priority list across all your responsibilities — always accessible, always up to date. Reprioritise with ease using drag-and-drop. Unlike handwritten notes, your to-do list stays structured, shared, and actionable.
ActionPlanner meets the highest security standards for cloud applications. We offer single sign-on (SSO) and hosting environments that comply with SOC 2 and ISO 27000. Prefer full control? You can also choose an on-premise installation. Security and flexibility — aligned with your IT requirements.
ActionPlanner structures your 1:1 meetings — from yearly development dialogues to quarterly reviews and monthly check-ins. Together, leaders and employees co-create the agenda, follow up on agreed actions, and track progress over time. This strengthens the relationship, supports growth, and boosts engagement. With ActionPlanner MEETINGS, employees feel seen, heard, and taken seriously.
ActionPlanner brings structure and shared ownership to team meetings. Teams suggest topics, clarify the purpose and duration of each point, and take collective notes during the meeting. Every decision is logged, and open actions are tracked — ensuring alignment and follow-through. The result: fewer wasted meetings, more joint decisions, and a stronger team culture where people feel heard and empowered.