An action planning template

This aid to action planning forms part of the toolkit for achieving age equality (

It is designed to provide a starting point for pulling together and agreeing your next steps, thoughif you prefer you can create your own template.

Your local action plan will need to containOur work suggests that an action plan should and/or consider the following material:

  • The quantitative and qualitative data you have gathered to inform your assessment and the outcomes you wish to achieve in relation to the criteria covered by the audit.
  • What you will plan to do locally to move the criteria assessed as Red or Amber towards a Green rating.
  • Local priorities for change and the timescales for addressing these. It is suggested that urgent or ‘short term’ priorities are those that you agree need to be addressed within the next 12 months, ’medium term’ priorities are those that can be progressed within the next two years, and ‘long term’ priorities within three years.
  • What work is already underway that will affect the changes you need to make, and what will require new work?
  • What are the likely resource implications of implementing changes in these areas?
  • How and when are you going to share the conclusions of the audit and the action plan with key stakeholders?
  • How will you maintain engagement and involvement of these key stakeholders and the wider public?
  • When and how will you review progress on these actions?

Once completed, the action plan should be reported back to the people (such as the CEO of the PCT and Director of Adult Social CareServices) who mandated you as a team to undertake the audit of age

An action planning template for addressing issues identified from your local audit[SW1]

Critical factors requiring action / Issues raised (including source of information/evidence) / Actions required to move closer to a Green status / Led by? / Priority rating
Short term: within 1 year
Mediumterm: within 2 years
Long term: within 3 years
Organisational and system readiness
Commissioning and service development
Leadership and managing change
Involvement and participation
Workforce development and human resources
Quality management and quality assurance systems
Community-based health and social care
Early intervention and prevention
Primary and community care
Personalised care and support
End of life care
Mental health
Public mental health and prevention
Primary mental health care
Mental health services
Acute care and treatment
Cardiovascular disease
Cancer services
Emergency and urgent care
Planned care
Experience of inpatient care

[SW1]will need to go into a branded template that includes the context in which it sits. Likely to shift on to two pages.