Action Plan Maker

Action Plan Maker

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Action Steps

Action Plan Summary

Creating an Effective Action Plan

1. Define a Clear Goal
Start with a clear and concise title for your action plan. This is your main objective.
2. Break Down into Actionable Steps
For each goal, identify specific, concrete actions that need to be taken. Avoid vague tasks.
3. Assign Responsibility
Clearly state who is responsible for completing each action step. Accountability is key.
4. Set Timelines
Assign realistic Start Dates and Due Dates for each action. This helps in tracking progress and ensuring timeliness.
5. Identify Resources
List any resources (budget, tools, personnel, information) needed to complete each action.
6. Determine Priority
Set a priority (High, Medium, Low) for each action to help focus efforts on what's most critical.
7. Track Status Regularly
Update the status of each action (Not Started, In Progress, Completed, Blocked) as work progresses. This helps in monitoring and identifying roadblocks.
8. Be SMART
When defining actions, try to make them:
  • Specific: Clearly defined, what exactly needs to be done?
  • Measurable: How will you know it's done? What are the success criteria?
  • Achievable: Is it realistic with the available resources and time?
  • Relevant: Does this action contribute to the overall goal?
  • Time-bound: Does it have a clear deadline?
9. Review and Adjust
Regularly review your action plan. Circumstances can change, and your plan might need adjustments. Be flexible.
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Add New Action Step

Due Date: ${apmFormatDisplayDate(action.dueDate)}

${action.resources ? `

Resources: ${action.resources}

` : ''} ${action.notes ? `

Notes: ${action.notes}

` : ''}
`; apmActionStepsListEl.appendChild(actionEl); }); } // --- Modal Management & Form Handling --- window.apmOpenActionModal = function(actionId = null) { apmActionForm.reset(); apmActionIdInput.value = ''; // Clear hidden ID input const today = new Date().toISOString().split('T')[0]; if (actionId) { const action = apmPlanData.actions.find(a => a.id === actionId); if (action) { apmModalTitleEl.textContent = 'Edit Action Step'; apmActionIdInput.value = action.id; apmActionDescriptionInput.value = action.description; apmActionResponsibleInput.value = action.responsible; apmActionPriorityInput.value = action.priority; apmActionStartDateInput.value = action.startDate; apmActionDueDateInput.value = action.dueDate; apmActionResourcesInput.value = action.resources; apmActionStatusInput.value = action.status; apmActionNotesInput.value = action.notes; } } else { apmModalTitleEl.textContent = 'Add New Action Step'; apmActionStartDateInput.value = today; // Default start date to today // Default priority and status are set by HTML select options } apmActionModalEl.style.display = 'block'; } window.apmCloseModal = function(modalId) { const modal = document.getElementById(modalId); if (modal) modal.style.display = 'none'; } if(apmActionForm) { apmActionForm.addEventListener('submit', function(e) { e.preventDefault(); const actionId = apmActionIdInput.value; const actionData = { description: apmActionDescriptionInput.value.trim(), responsible: apmActionResponsibleInput.value.trim(), priority: apmActionPriorityInput.value, startDate: apmActionStartDateInput.value, dueDate: apmActionDueDateInput.value, resources: apmActionResourcesInput.value.trim(), status: apmActionStatusInput.value, notes: apmActionNotesInput.value.trim() }; if (!actionData.description) { alert("Action description cannot be empty."); return; } if (actionData.startDate && actionData.dueDate && new Date(actionData.dueDate) < new Date(actionData.startDate)) { alert("Due Date cannot be before Start Date."); return; } if (actionId) { // Editing existing const index = apmPlanData.actions.findIndex(a => a.id === actionId); if (index > -1) { apmPlanData.actions[index] = { ...apmPlanData.actions[index], ...actionData }; } } else { // Adding new const newAction = { id: 'apm-action-' + Date.now(), ...actionData }; apmPlanData.actions.push(newAction); } apmSavePlan(); apmRenderActionSteps(); apmCloseModal('apmActionModal'); }); } // --- Delete Action --- window.apmDeleteAction = function(actionId) { if (confirm('Are you sure you want to delete this action step?')) { apmPlanData.actions = apmPlanData.actions.filter(a => a.id !== actionId); apmSavePlan(); apmRenderActionSteps(); } } // --- Summary --- function apmRenderSummary() { if (!apmSummaryOutputEl) return; let summary = { total: apmPlanData.actions.length, notStarted: 0, inProgress: 0, completed: 0, blocked: 0, highPriority: 0, mediumPriority: 0, lowPriority: 0 }; apmPlanData.actions.forEach(action => { if (action.status === "Not Started") summary.notStarted++; else if (action.status === "In Progress") summary.inProgress++; else if (action.status === "Completed") summary.completed++; else if (action.status === "Blocked") summary.blocked++; if (action.priority === "High") summary.highPriority++; else if (action.priority === "Medium") summary.mediumPriority++; else if (action.priority === "Low") summary.lowPriority++; }); apmSummaryOutputEl.innerHTML = `
${summary.total} Total Actions
${summary.completed} Completed
${summary.inProgress} In Progress
${summary.notStarted} Not Started
${summary.blocked} Blocked
${summary.highPriority} High Priority
${summary.mediumPriority} Medium Priority
${summary.lowPriority} Low Priority
`; } // --- PDF Export --- if(apmDownloadPdfBtn) { apmDownloadPdfBtn.addEventListener('click', function() { const doc = new jsPDF(); const planTitle = apmPlanData.planTitle || "Action Plan"; const lastUpdated = new Date(apmPlanData.lastUpdated).toLocaleDateString(); const primaryColor = getComputedStyle(document.documentElement).getPropertyValue('--apm-primary-color').trim(); const secondaryColor = getComputedStyle(document.documentElement).getPropertyValue('--apm-secondary-color').trim(); doc.setFontSize(20); doc.setTextColor(primaryColor); doc.text(planTitle, 14, 22); doc.setFontSize(10); doc.setTextColor(100); doc.text(`Last Updated: ${lastUpdated}`, 14, 30); doc.text(`Report Generated: ${new Date().toLocaleDateString()}`, doc.internal.pageSize.getWidth() - 14, 30, { align: 'right'}); const tableColumn = ["#", "Action", "Responsible", "Start", "Due", "Priority", "Status", "Resources", "Notes"]; const tableRows = []; apmPlanData.actions.forEach((action, index) => { const actionData = [ index + 1, action.description || "", action.responsible || "", action.startDate ? apmFormatDisplayDate(action.startDate) : "", action.dueDate ? apmFormatDisplayDate(action.dueDate) : "", action.priority || "", action.status || "", action.resources || "", action.notes || "" ]; tableRows.push(actionData); }); if (tableRows.length > 0) { doc.autoTable({ head: [tableColumn], body: tableRows, startY: 40, theme: 'grid', headStyles: { fillColor: secondaryColor, textColor: '#ffffff', fontStyle: 'bold' }, styles: { font: 'Helvetica', fontSize: 8, cellPadding: 2, overflow: 'linebreak' }, columnStyles: { 0: { cellWidth: 8 }, // # 1: { cellWidth: 45 }, // Action 2: { cellWidth: 25 }, // Responsible // Auto for others, or specify if needed }, didParseCell: function (data) { // Example to color status text if (data.column.dataKey === 6) { // 'Status' column (0-indexed) if (data.cell.raw === 'Completed') data.cell.styles.textColor = [39, 174, 96]; // Green if (data.cell.raw === 'Blocked') data.cell.styles.textColor = [192, 57, 43]; // Red if (data.cell.raw === 'In Progress') data.cell.styles.textColor = [52, 152, 219]; // Blue } if (data.column.dataKey === 5) { // 'Priority' column if (data.cell.raw === 'High') data.cell.styles.textColor = [192, 57, 43]; // Red if (data.cell.raw === 'Medium') data.cell.styles.textColor = [243, 156, 18]; // Orange } } }); } else { doc.setFontSize(12); doc.setTextColor(100); doc.text("No action steps in this plan.", 14, 45); } doc.save(`${planTitle.replace(/\s+/g, '_')}_ActionPlan_${new Date().toISOString().slice(0,10)}.pdf`); }); } // --- Initialization --- document.addEventListener('DOMContentLoaded', () => { apmLoadPlan(); const firstTabButton = document.querySelector('#actionPlanMakerTool .apm-tab-button'); if (firstTabButton) { firstTabButton.click(); } // Close modal if clicked outside window.addEventListener('click', function(event) { const modal = document.getElementById('apmActionModal'); if (modal && event.target == modal) { apmCloseModal('apmActionModal'); } }); });
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