Mutual action plan

With FORWARD's mutual action plans, establish a structured approach to managing your sales process. Keep everyone accountable, set deadlines, and ensure a smooth journey from initial touch to deal closing.
Get started for free
No credit card required ūüéČ

What is a mutual action plan?

A mutual action plan is a strategic roadmap aligning stakeholders toward common objectives. It serves as a guiding force, outlining specific tasks, responsibilities, and timelines.

These mutual action plans cultivate a culture of transparency and shared accountability, ensuring everyone is aligned, driving projects to successful completion.
An image showing an example of Forward action plans

Structured sales journey

Streamline your sales process with mutual action plans, breaking it down into actionable steps that make it easier to track progress, identify potential bottlenecks, and navigate the complexities of each deal more efficiently.

What do people think about Forward's mutual action plan feature?

How to collaborate by using a mutual action plan in Forward

Build a mutual action plan
Create a comprehensive Mutual Action Plan (MAP) for each deal, outlining all necessary steps from initial contact to deal closure.
Assign tasks and deadlines
Clearly assign specific tasks to team members and buyers, setting realistic deadlines for completion.
Collaborate and communicate
Engage with stakeholders within the sales room to discuss the MAP, ensuring everyone is aligned and committed to achieving shared objectives.

3 reasons to use a mutual action plan

Image of Forward digital sales room - a customer success manager using a mutual action plan
Collaborative Efficiency: Collaborative MAPs promote efficiency by providing a centralized platform for teams to coordinate efforts. This streamlined approach minimizes miscommunications, fostering a synchronized workflow that accelerates project timelines.
Enhanced Accountability: Mutual action plans bring clarity to individual responsibilities, establishing a culture of enhanced accountability. Each team member understands their role, ensuring that tasks are completed promptly and contributing to the overall success of the project.
Real-time Progress Tracking: One standout feature of collaborative mutual action plans is their ability to facilitate real-time progress tracking. Teams can monitor tasks, identify bottlenecks, and adapt strategies on the fly, ensuring that the project stays on course for successful completion.

4 Tips for crafting an effective mutual action plan

an image with a big checkmark and a mutual action plan notification explaining how digital sales rooms for onboarding works
Clearly Define Objectives:
Start by clearly defining the objectives of your Collaborative MAP. Ensure that every stakeholder has a comprehensive understanding of the project's goals and how their contributions fit into the larger picture.
Collaborative Input:
Encourage collaborative input when crafting a Collaborative MAP. Involve key stakeholders in the planning process to gather diverse perspectives, ensuring that the plan is comprehensive and reflective of the team's collective wisdom.
Clarity in Task Descriptions:
Ensure clarity in task descriptions to avoid any ambiguity. Each team member should have a precise understanding of their responsibilities, eliminating confusion and minimizing the risk of errors.
Regularly Review and Adapt:
Collaborative MAPs are dynamic tools that should be regularly reviewed and adapted. Regular reviews allow teams to assess progress, identify areas for improvement, and adapt the plan to evolving project needs.

Frequently asked questions

How do mutual action plans enhance collaboration?

Collaborative MAPs enhance collaboration by providing a centralized platform for teams to coordinate efforts efficiently. This streamlined approach minimizes miscommunications, fostering a synchronized workflow that accelerates project timelines.

What are the benefits of a mutual action plan?

Clear Communication: Establishes transparent communication by outlining specific steps and responsibilities for all parties involved.
Enhanced Collaboration: Fosters collaboration and teamwork as individuals work collectively towards shared goals.
Accountability: Clearly defines roles and expectations, promoting accountability among team members.
Timely Execution: Facilitates the timely execution of tasks, preventing delays and ensuring progress according to the agreed-upon timeline.
Risk Mitigation: Identifies potential challenges and risks early on, allowing for proactive problem-solving and risk mitigation.

What is the main purpose of a mutual action plan?

The main purpose of an action plan is to provide a structured and organized roadmap that outlines the steps, tasks, and timelines necessary to achieve specific goals or objectives. It serves as a guide for individuals or teams, helping them stay focused, accountable, and on track throughout the implementation of a project or the attainment of desired outcomes.

How to use a mutual action plan?

Collaborative Development: Work together with all involved parties to create the action plan, ensuring that everyone's input is considered.
Clear Objectives: Clearly define the objectives and goals the action plan aims to achieve.
Specific Tasks and Responsibilities: Break down the plan into specific tasks, assigning responsibilities to individuals or teams for each.
Timeline: Establish realistic timelines for each task to ensure timely progress.
Regular Updates: Hold regular meetings to review progress, discuss any challenges, and make adjustments to the plan as needed.
Flexibility: Be adaptable to changes and unforeseen circumstances, updating the action plan as necessary to maintain alignment with goals.

Move your sales FORWARD today!

Try out FORWARD's Mutual Action Plans and keep your deal moving !