{"id":48482,"date":"2021-06-02T14:36:43","date_gmt":"2021-06-02T17:36:43","guid":{"rendered":"https:\/\/suporte.quattrus.com\/?p=48482"},"modified":"2026-06-16T11:48:46","modified_gmt":"2026-06-16T14:48:46","slug":"passo-10-plano-de-acao-gestiona","status":"publish","type":"post","link":"https:\/\/suporte.quattrus.com\/es\/passo-10-plano-de-acao-gestiona\/","title":{"rendered":"Passo 10: Plano de A\u00e7\u00e3o no Gestiona"},"content":{"rendered":"\n<div class=\"row\"  id=\"row-798367986\">\n\n\n\t<div id=\"col-1058346034\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\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-o-que-\u00e9-e-quando-fazer-um-plano-de-a\u00e7\u00e3o\" class=\"tab active has-icon\" role=\"presentation\"><a href=\"#tab_o-que-\u00e9-e-quando-fazer-um-plano-de-a\u00e7\u00e3o\" role=\"tab\" aria-selected=\"true\" aria-controls=\"tab_o-que-\u00e9-e-quando-fazer-um-plano-de-a\u00e7\u00e3o\"><span>O que \u00e9 e Quando fazer um Plano de A\u00e7\u00e3o<\/span><\/a><\/li>\n<li id=\"tab-como-fazer-um-plano-de-a\u00e7\u00e3o\" class=\"tab has-icon\" role=\"presentation\"><a href=\"#tab_como-fazer-um-plano-de-a\u00e7\u00e3o\" tabindex=\"-1\" role=\"tab\" aria-selected=\"false\" aria-controls=\"tab_como-fazer-um-plano-de-a\u00e7\u00e3o\"><span>Como fazer um Plano de A\u00e7\u00e3o<\/span><\/a><\/li><\/ul><div class=\"tab-panels\"><div id=\"tab_o-que-\u00e9-e-quando-fazer-um-plano-de-a\u00e7\u00e3o\" class=\"panel active entry-content\" role=\"tabpanel\" aria-labelledby=\"tab-o-que-\u00e9-e-quando-fazer-um-plano-de-a\u00e7\u00e3o\">\n\n<div id=\"topic_01\">\n<h4 class=\"wysiwyg-text-align-center\">O que \u00e9 Plano de A\u00e7\u00e3o?<\/h4>\n<p>O plano de a\u00e7\u00e3o \u00e9 um conjunto de atividades que visam atingir um objetivo.<\/p>\n<p>\u00c9 uma ferramenta gerencial utilizada:<\/p>\n<ul>\n<li>Quando n\u00e3o estou atingindo meus resultados propostos;<\/li>\n<li>Quando estou prevendo a necessidade de uma altera\u00e7\u00e3o nos resultados do meu processo;<\/li>\n<li>Quando precisamos implantar uma oportunidade de melhoria.<\/li>\n<\/ul>\n<p>Permite o detalhamento no acompanhamento da execu\u00e7\u00e3o das atividades previstas para atingir determinados objetivos e metas.<\/p>\n<p>Normalmente, \u00e9 elaborado em forma de tabela onde estabelecemos os principais itens necess\u00e1rios para a execu\u00e7\u00e3o das atividades.<\/p>\n<\/div>\n<div id=\"topic_02\">\n<h2 class=\"wysiwyg-text-align-center\">\u00a0<\/h2>\n<h4 class=\"wysiwyg-text-align-center\">Quando fazer um Plano de A\u00e7\u00e3o?<\/h4>\n<p>Existem tr\u00eas momentos onde o Plano de A\u00e7\u00e3o \u00e9 comumente aplicado:<\/p>\n<ol>\n<li>Quando a Meta estiver vermelha.<\/li>\n<li>Quando eu Prever que a Meta ficar\u00e1 vermelha.<\/li>\n<li>Pode ser utilizado\u00a0a qualquer momento em que se queira melhorar os resultados e otimizar os processos.<\/li>\n<\/ol>\n<\/div>\n\n<\/div>\n<div id=\"tab_como-fazer-um-plano-de-a\u00e7\u00e3o\" class=\"panel entry-content\" role=\"tabpanel\" aria-labelledby=\"tab-como-fazer-um-plano-de-a\u00e7\u00e3o\">\n\n<p>Selecione o Item de Controle desejado e clique no bot\u00e3o de\u00a0<strong>3 pontos<\/strong>\u00a0para exibir mais op\u00e7\u00f5es.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64691 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Menu.png\" alt=\"\" width=\"1293\" height=\"207\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Menu.png 1293w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Menu-300x48.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Menu-1024x164.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Menu-768x123.png 768w\" sizes=\"auto, (max-width: 1293px) 100vw, 1293px\" \/><\/p>\n<p>Selecione a funcionalidade\u00a0<strong>Plano de A\u00e7\u00e3o<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64694 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_acao1.png\" alt=\"\" width=\"1307\" height=\"265\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_acao1.png 1307w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_acao1-300x61.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_acao1-1024x208.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_acao1-768x156.png 768w\" sizes=\"auto, (max-width: 1307px) 100vw, 1307px\" \/><\/p>\n<p>Para adicionar um Plano de A\u00e7\u00e3o, clique em\u00a0<strong>Novo Plano.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64676 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_acao.png\" alt=\"\" width=\"1316\" height=\"333\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_acao.png 1316w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_acao-300x76.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_acao-1024x259.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_acao-768x194.png 768w\" sizes=\"auto, (max-width: 1316px) 100vw, 1316px\" \/><\/p>\n<p>Preencha as informa\u00e7\u00f5es e clique em Salvar.<\/p>\n<ul>\n<li><strong>Nome:<\/strong>\u00a0registre o t\u00edtulo que voc\u00ea dar\u00e1 ao seu Plano de A\u00e7\u00e3o.<\/li>\n<li><strong>De:<\/strong>\u00a0registre a data de in\u00edcio do Plano de A\u00e7\u00e3o.<\/li>\n<li><strong>At\u00e9:<\/strong>\u00a0registre a data de t\u00e9rmino do Plano de A\u00e7\u00e3o.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64679 size-full\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Salvar.png\" alt=\"\" width=\"322\" height=\"261\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Salvar.png 322w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Salvar-300x243.png 300w\" sizes=\"auto, (max-width: 322px) 100vw, 322px\" \/><\/p>\n<p>Para adicionar a\u00e7\u00f5es ao seu plano, selecione o plano desejado e clique em\u00a0<strong>Nova A\u00e7\u00e3o.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-64685\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/acao.png\" alt=\"\" width=\"853\" height=\"195\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/acao.png 853w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/acao-300x69.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/acao-768x176.png 768w\" sizes=\"auto, (max-width: 853px) 100vw, 853px\" \/><\/p>\n<p>Preencha as informa\u00e7\u00f5es e clique em\u00a0<strong>Salvar.<\/strong><\/p>\n<p>Para criar a a\u00e7\u00e3o, devemos utilizar a t\u00e9cnica 5W2H, que consiste em preencher os campos que a nova a\u00e7\u00e3o exige. S\u00e3o eles:<\/p>\n<ul>\n<li><strong>Prioridade:\u00a0<\/strong>Prioriza\/Organiza as a\u00e7\u00f5es cadastradas.<\/li>\n<li><strong>O que:<\/strong>\u00a0O que deve ser feito \/ qual \u00e9 a a\u00e7\u00e3o.<\/li>\n<li><strong>Por que:<\/strong>\u00a0 Qual o motivo dessa a\u00e7\u00e3o ser necess\u00e1ria.<\/li>\n<li><strong>Como \/ Onde:<\/strong>\u00a0 A maneira de realizar ou o local onde ser\u00e1 realizado.<\/li>\n<li><strong>Quem:<\/strong>\u00a0 Quem deve realizar a a\u00e7\u00e3o.<\/li>\n<li><strong>De \/ At\u00e9:<\/strong>\u00a0 Selecione as datas de in\u00edcio e termino da a\u00e7\u00e3o.<\/li>\n<li><strong>Valor:<\/strong>\u00a0Quanto essa a\u00e7\u00e3o custar\u00e1.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-64682\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Nova_acao.png\" alt=\"\" width=\"325\" height=\"485\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Nova_acao.png 325w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Nova_acao-201x300.png 201w\" sizes=\"auto, (max-width: 325px) 100vw, 325px\" \/><\/p>\n<p>As a\u00e7\u00f5es que n\u00e3o foram conclu\u00eddas e as a\u00e7\u00f5es vencidas ficar\u00e3o indicadas nas suas A\u00e7\u00f5es Pendentes. Veremos esta fun\u00e7\u00e3o no pr\u00f3ximo passo.<\/p>\n<p>Quando voc\u00ea retornar para o seu Dashboard,\u00a0voc\u00ea poder\u00e1 verificar que existe uma marca\u00e7\u00e3o no item de controle onde voc\u00ea fez seu plano de a\u00e7\u00e3o.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-64688\" src=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_linha.png\" alt=\"\" width=\"1315\" height=\"490\" srcset=\"https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_linha.png 1315w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_linha-300x112.png 300w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_linha-1024x382.png 1024w, https:\/\/suporte.quattrus.com\/wp-content\/uploads\/2021\/06\/Plano_linha-768x286.png 768w\" sizes=\"auto, (max-width: 1315px) 100vw, 1315px\" \/><\/p>\n<p>Repare que a Meta est\u00e1 diferente. A faixa est\u00e1 representando como ficar\u00e1 a sua previs\u00e3o no final do plano.<\/p>\n\n<\/div><\/div><\/div>\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/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":[2703,2702,2704],"tags":[2712],"class_list":["post-48482","post","type-post","status-publish","format-standard","hentry","category-primeiros-passos-usuario-quattrus-es","category-quatrrus-es","category-usuario-quattrus-es","tag-quattrus-es"],"_links":{"self":[{"href":"https:\/\/suporte.quattrus.com\/es\/wp-json\/wp\/v2\/posts\/48482","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/suporte.quattrus.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/suporte.quattrus.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/suporte.quattrus.com\/es\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/suporte.quattrus.com\/es\/wp-json\/wp\/v2\/comments?post=48482"}],"version-history":[{"count":5,"href":"https:\/\/suporte.quattrus.com\/es\/wp-json\/wp\/v2\/posts\/48482\/revisions"}],"predecessor-version":[{"id":64697,"href":"https:\/\/suporte.quattrus.com\/es\/wp-json\/wp\/v2\/posts\/48482\/revisions\/64697"}],"wp:attachment":[{"href":"https:\/\/suporte.quattrus.com\/es\/wp-json\/wp\/v2\/media?parent=48482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/suporte.quattrus.com\/es\/wp-json\/wp\/v2\/categories?post=48482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/suporte.quattrus.com\/es\/wp-json\/wp\/v2\/tags?post=48482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}