{"id":32877,"date":"2021-06-02T14:36:43","date_gmt":"2021-06-02T17:36:43","guid":{"rendered":"https:\/\/suporte.quattrus.com\/?p=32877"},"modified":"2024-07-10T11:58:10","modified_gmt":"2024-07-10T14:58:10","slug":"step-10-action-plan-gestiona","status":"publish","type":"post","link":"https:\/\/suporte.quattrus.com\/en\/step-10-action-plan-gestiona\/","title":{"rendered":"Step 10: Action Plan on Gestiona"},"content":{"rendered":"\n\n\t\t<div class=\"tabbed-content\">\n\t\t\t\n\t\t\t<ul class=\"nav nav-pills nav-uppercase nav-size-normal nav-left\" role=\"tablist\"><li id=\"tab-what-and-when-to-create-an-action-plan\" class=\"tab active has-icon\" role=\"presentation\"><a href=\"#tab_what-and-when-to-create-an-action-plan\" role=\"tab\" aria-selected=\"true\" aria-controls=\"tab_what-and-when-to-create-an-action-plan\"><span>What and when to create an Action Plan<\/span><\/a><\/li>\n<li id=\"tab-how-to-create-an-action-plan\" class=\"tab has-icon\" role=\"presentation\"><a href=\"#tab_how-to-create-an-action-plan\" tabindex=\"-1\" role=\"tab\" aria-selected=\"false\" aria-controls=\"tab_how-to-create-an-action-plan\"><span>How to create an Action Plan<\/span><\/a><\/li><\/ul><div class=\"tab-panels\"><div id=\"tab_what-and-when-to-create-an-action-plan\" class=\"panel active entry-content\" role=\"tabpanel\" aria-labelledby=\"tab-what-and-when-to-create-an-action-plan\">\n\n<div id=\"topic_01\">\n<h4 class=\"wysiwyg-text-align-center\" style=\"text-align: center;\">What is an Action Plan?<\/h4>\n<p>The action plan is a set of activities aimed at achieving a goal.<\/p>\n<p>It is a management tool used:<\/p>\n<ul>\n<li>When I am not achieving my proposed results;<\/li>\n<li>When I am foreseeing that the results of my processes need to change;<\/li>\n<li>When an improvement opportunity needs to be implemented.<\/li>\n<\/ul>\n<p>It allows a detailed follow-up of the execution of the activities foreseen to reach certain objectives and goals.<\/p>\n<p>Usually it is elaborated as a spreadsheet\/table where we establish the main items necessary for the execution of the activities.<\/p>\n<p>\u00a0<\/p>\n<\/div>\n<div id=\"topic_02\">\n<h4 class=\"wysiwyg-text-align-center\" style=\"text-align: center;\">When to create an Action Plan?<\/h4>\n<p>There are three moments where the Action Plan is commonly applied:<\/p>\n<ul>\n<li>When the Goal is red.<\/li>\n<li>When I foresee that the Goal will turn red.<\/li>\n<li>It can be used at any time when you want to improve results and optimize processes.<\/li>\n<\/ul>\n<\/div>\n\n<\/div>\n<div id=\"tab_how-to-create-an-action-plan\" class=\"panel entry-content\" role=\"tabpanel\" aria-labelledby=\"tab-how-to-create-an-action-plan\">\n\n<p>Select the desired KPI and click the <strong>3-dot button<\/strong> to display more options.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1355\" height=\"234\" class=\"alignnone wp-image-39888 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-44.png\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-44.png 1355w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-44-300x52.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-44-1024x177.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-44-768x133.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-44-1080x187.png 1080w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-44-1280x221.png 1280w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-44-980x169.png 980w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-44-480x83.png 480w\" sizes=\"auto, (max-width: 1355px) 100vw, 1355px\" \/><\/p>\n<p>Select the Action\/Improvement Plan option.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1364\" height=\"274\" class=\"alignnone wp-image-39891 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-45.png\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-45.png 1364w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-45-300x60.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-45-1024x206.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-45-768x154.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-45-1080x217.png 1080w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-45-1280x257.png 1280w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-45-980x197.png 980w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-45-480x96.png 480w\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" \/><\/p>\n<p>To add an Action Plan, click on <strong>New Plan<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1357\" height=\"606\" class=\"alignnone wp-image-39894 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-46.png\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-46.png 1357w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-46-300x134.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-46-1024x457.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-46-768x343.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-46-1080x482.png 1080w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-46-1280x572.png 1280w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-46-980x438.png 980w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-46-480x214.png 480w\" sizes=\"auto, (max-width: 1357px) 100vw, 1357px\" \/><\/p>\n<p>Fill in the information and click on Save.<\/p>\n<ul>\n<li><strong>Name:<\/strong> enter the title of your Action Plan.<\/li>\n<li><strong>From:<\/strong> enter the start date of the Action Plan.<\/li>\n<li><strong>End Date:<\/strong> enter the end date of the Action Plan..<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"595\" height=\"379\" class=\"alignnone wp-image-39897 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-47.png\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-47.png 595w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-47-300x191.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-47-480x306.png 480w\" sizes=\"auto, (max-width: 595px) 100vw, 595px\" \/><\/p>\n<p>To add actions to your plan, select the desired plan and click <strong>New Action.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"327\" class=\"alignnone wp-image-39900 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-48.png\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-48.png 1200w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-48-300x82.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-48-1024x279.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-48-768x209.png 768w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-48-1080x294.png 1080w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-48-980x267.png 980w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-48-480x131.png 480w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p>Fill in the information and click on <strong>Save<\/strong>.<\/p>\n<ul>\n<li><strong>Priority: <\/strong>Prioritizes\/Organizes the actions.<\/li>\n<li><strong>What:<\/strong> What has to be done \/ what is the action.<\/li>\n<li><strong>Why:<\/strong> Why this action is necessary.<\/li>\n<li><strong>How \/ When:<\/strong> How to do it or the place where it will be done.<\/li>\n<li><strong>Who:<\/strong> Who should perform the action.<\/li>\n<li><strong>From \/ End Date:<\/strong> Select the start and end dates of the action.<\/li>\n<li><strong>Value:<\/strong> How much this action will cost.<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"679\" class=\"alignnone wp-image-39903 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-49.png\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-49.png 660w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-49-292x300.png 292w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Pasted-49-480x494.png 480w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>Actions that have not been completed and actions that are overdue will be indicated in your Pending Actions. We will look at this function in the next step.<\/p>\n<p>When you return to your Dashboard, you can see that there is a check mark in the KPI where you made your action plan.<\/p>\n<p>Notice that the Goal is different. The range is representing what your forecast will look like at the end of the plan.<\/p>\n\n<\/div><\/div><\/div>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_joinchat":[],"footnotes":""},"categories":[2709,2708,2710],"tags":[2711,2714],"class_list":["post-32877","post","type-post","status-publish","format-standard","hentry","category-primeiros-passos-quattrus-en","category-quattrus-en","category-usuario-quattrus-en","tag-quattrus","tag-quattrus-en"],"_links":{"self":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/32877","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/comments?post=32877"}],"version-history":[{"count":6,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/32877\/revisions"}],"predecessor-version":[{"id":56215,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/posts\/32877\/revisions\/56215"}],"wp:attachment":[{"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/media?parent=32877"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/categories?post=32877"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/suporte.quattrus.com\/en\/wp-json\/wp\/v2\/tags?post=32877"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}