Sales / Free editable template

Mutual action plan template

A mutual action plan is a shared timeline that the buyer and seller agree together, working back from the date the buyer needs to be live. This example puts buyer tasks above the line and seller tasks below, with owners and dates, joint milestones such as contract signed on the line, finished tasks marked in green and today's date in red.

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Mutual action plan example showing buyer and seller tasks on one timeline, joint milestones and a go-live date, owners, dates and what is done
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Start from go-live

    Ask the buyer when they need to be live and why. Put that date at the end of the line.

  2. Work backwards together

    List what both sides must do to hit it: security review, legal, business case, training. Give each task an owner and a date.

  3. Share and update it

    Keep one copy that both sides can see and update it after every meeting. Slipping tasks show up straight away.

Questions about this template

Why are buyer tasks above the line and seller tasks below?

It makes ownership obvious at a glance. Buyer tasks sit above the timeline, your tasks sit below and joint milestones sit on the line itself.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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