Action Plan Template for Restora-Roof Business Improvement

This document presents a comprehensive action plan template designed for Restora-Roof, a business aiming for significant improvements. The plan outlines key objectives such as transitioning to a franchise model, organizing equipment, implementing IT solutions, and establishing multiple store locations. It includes detailed steps, responsibilities, timelines, resource requirements, and progress monitoring for each phase. The plan addresses potential risks like unorganized data, lack of IT controls, and high transport costs, proposing safeguards to mitigate these issues. The document also incorporates sections for work goals, to-do lists, feedback, self-assessment, and a personal development plan. The action plan involves various stakeholders including the owner Nick Lombardi, foreman Steve McEwan, and team members, ensuring a collaborative approach to achieving the business objectives. The plan emphasizes the importance of electronic systems, organized data management, and strategic decision-making to enhance overall business performance and profitability.

Action Plan Template
Plan prepared by: <Please fill your name> Date: <please fill>
This plan addresses the
following work objective(s):
In the template we have identified the key 5 objectives that are associated with the project. The key
objective for carrying out the project is to make everything electronic, turning the business to franchise,
organizing the equipment, IT solution and creating different stores at different locations.
This plan has been checked with
/ communicated to the following
people:
In order to meet the needs of the organization it is essential to conduct meetings that will ensure that all the
necessary points are being identified at the early stage so that it becomes easy to improve the performance.
The people that are needed to made aware while implementing new changes are the owner of the
organization Nick Lombardi, the foreman of Nick that is Steve McEwan and the team members. These
members are responsible for managing the time and usage related concepts.
Description of step / activity Responsibility When
Target date for
step
Time
allowed
How much time
will be set aside
for this step
Resources
required
Other information
e.g., important things
associated with the step
that need to be
considered / remembered,
etc
Progress
Monitoring
Phase1- Organizing the equipment
within the organization so that it
becomes easy to manage the
performance. This will improve the
performance and will ensure that
the issues are mitigated
successfully.
Nick and Steve
responsible for
organizing the
equipment that is
needed for carrying
out the business
performance.
20/1/2020 In order to
complete this
phase the
time needed
is around one
week.
The equipment
that are
considered as an
effective
elements
schedule and
budgeting system
such as MS
project, and
MYOB. Beside
this the
organization
needs to engage
proper software
so that it
becomes easy to
In case the
equipment are newly
introduced within the
organization than it is
the responsibility of
Rina to store all the
data within the
register so that the
track of the
equipment can be
maintained properly.
The
performance
and the
benefits that
are obtained
with the
introduction of
the new system
is going to be
monitored by
Steve himself
so that each
update can be
provided
towards Nick.

perform the
functions.
Phase 2- At present it has been
observed that the organization is
facing serious with managing the
records and data with the
organization. Hence the need of an
enhanced IT solution seems to be
essential this will ensure that the
organization is capable of managing
the IT related issues quickly.
Rina is the one
responsible for the
needed
enhancement within
the organization.
Rina will look after
the business
processes and the
associated activities.
28/01/2020
One week is
needed for
the purpose of
organizing the
business
related
activities.
The integration,
automation and
communication
phase are
needed to be
executed so that
the performance
enhancement can
increase within
the organization.
This will increase
the way
performance is
carried out.
Rina will maintain the
details and will store
all the details within
the manual register
so that it becomes
easy to refer to the
data whenever
needed.
The
performance
will be
monitored by
Nick as
implementation
of IT solution is
an efficient
aspect.
Description of step / activity Responsibility When Time
allowed
Resources
required Other information Progress
Monitoring
Phase 3- Moving the business
operations to different stores so that
it becomes easy to manage the
business performance. This will
increase the customer base and will
also reduce the cost and time that is
Nick is responsible
and accountable for
creating different
stores. The
objective is to
reduce the travel
05/02/2020 In order to
create
separate
stores at
different
location
Store, suitable
location
identification,
hiring new
employees and
doing the interior
The time needed and
labour needed for
designing the stores
are to be identified at
the early stage so
that it becomes easy
The progress
will be
monitored by
Nick and
Steve.

needed for travelling with the raw
materials. The dependencies on the
suppliers will reduce and hence it is
expected that the business
performance will improve.
cost and time
needed for
managing the
products.
around one
month time
will be
needed.
designs for
managing the
stores.
to operate the
business
functionalities.
Phase 4- The system of the
organization is currently performing
slower and this is hampering the
overall performance. Thus the aim
is to design an electronic system
that will be capable of enhancing
the performance.
Steve is responsible
for including
electronic system
within the
organization for the
purpose of
enhancing the
performance.
26/01/2020
Identification
of suitable
design is
needed at the
right time.
Need around
one month.
For transferring
the system to
electronic it is
important to
implement proper
internet
connection with
effective system
base.
Before including the
changes it is
essential to list the
changes within the
system and register.
Steve will
monitor each
process and
will ensure that
the
performance
has enhanced.
Phase 5- Currently the business
executes the performance as a
small centre and hence managing
the performance becomes difficult.
Thus it is estimated that with
transferring the business into
franchise the chance of business
development will increase. The
enlargement of the business will
improve the profit ratio.
In order to get
franchise for the
business the owner
Nick is responsible.
Without his concern
it will become
difficult to manage
the performance.
25/01/2020
The phase will
get executed
within one
month.
The resources
that are essential
for moving as a
franchise it is
important to
engage the
business
activities with
some strong
stakeholders that
will be capable of
improving the
performance.
Nick will maintain
data related to the
business current
processes and the
future extensions that
are needed within the
business process.
Nick will
monitor each
phase starting
from the
execution
phase.
Identified Risks
Potential problems which may prevent successful implementation of the
plan
Relate to
Which part(s) of the plan does the risk
relate to?
Associated Safeguards
Safeguards that can be put in place to minimise the risks

Data are unorganized Phase 1 Including proper organized system
Issues with business performance Phase 4 Transferring to electronic system
Lack of IT controls Phase 2 Implementing effective IT controls
Transport and time required for managing the performance
are high Phase 3 Designing stores at different location