Generate an Action Plan Template

When you have completed the audit you should also provide your client or customer with an “Action plan template” that can be used to ensure continuous improvement based on the Suggestions for improvement that were outlined in your report. 

Click on the Save action plan icon in the tool bar to export the action plan to excel.

Excel Output Template

The Action Plan excel form that is generated should be used to enter the required information regarding the actions that need to be taken, the resources to allocate, the estimated start and completion dates, and the contact information of the accountable person responsible for completing each action item. 

It is highly recommended that the client or customer use this template as a continuous improvement tool, to ensure that the recommendations from this audit are addressed in preparation for the next audit.

This template should be submitted, along with the final audit report, to your client or customer.