Action plan tracker Excel template

How to fill in the template

1. Set the review date near the top of the file. It is a fixed input, not an automatic reminder.
2. Assign an owner and due date for each action. Select Open, In progress or Done.
3. For Done, record the completion date on or before the review date. Missing or future completion dates require review.

Calculations cover rows 10–39. To extend the file, copy the final row with its formulas and update total ranges.

Worked example

An open action due on 4 October is overdue at a review dated 5 October.

What to check

Review results depend on the entered review date. An action due on that date is due today, not yet overdue.

Included columns

• Action
• Owner
• Due date
• Status
• Completed on
• Review result
• Notes

Frequently asked questions

Is the file free?

Yes. Download without an account or payment. You can edit the file for your personal or professional use.

How do I open it?

Open the .xlsx file in Excel or a spreadsheet app supporting this format. You can import it into Google Sheets; check formulas and formatting after import.

Is my data sent to Toolnoza?

No. You fill in the downloaded file in your own spreadsheet app.