Actions – Task Planning

Tasks are the steps or milestones within an Action or project to add detail and rigor and allocation of appropriate resources.

  • What are the key milestones or steps to achieve the project or Action?

  • Who will be responsible for completion?

  • When will the task be completed?

Task planning is carried out at the Business Unit level.

  • Strategy is the “Plan of Attack” to ensure successful achievement of your Service Plan.

  • Action is something that an individual person can do.

  • A Task is a step or milestone to implement the Action.

To complete a full Business Plan, tasks should be defined for:

  • Implementation of Service strategies and Actions.

  • Addressing internal critical issues that may have been identified through a SWOT.

  • Carrying out the day to day operations of the Business Unit.

Tasks can be accessed through the relevant parent Action. Go to Planning > Corporate Business Planning > Actions and click on the action which you would like to view or enter tasks for.

Now click on the Tasks tab. Any available tasks will be displayed here according to the order in which they were created.


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