FREE TOOL · ONE SHARED PLAN, ONE OWNER PER STEP
Free mutual action plan builder (shared client plan)
Build a mutual action plan for a pilot, renewal, expansion or onboarding. Get a dated table that works back from the decision date, with an owner and a "done when" for every step, plus a cover email for the client.
Free. No sign-up. Runs in your browser: nothing you type is stored or sent.
Use the mutual action plan builder
Northwind Foods: pilot plan (120 days)
| # | Step | Owner | Due | Done when |
|---|---|---|---|---|
| 1 | Agree scope, success criteria and the exit rule in writing | Your account lead | Nov 13 | Both sides reply "agreed" to one page |
| 2 | Name the pilot owner and sponsor on each side | Client sponsor | Nov 19 | Two names confirmed |
| 3 | Provide access, data and accounts needed | Client sponsor | Nov 25 | Access tested by our team |
| 4 | Kickoff call: confirm goal, cadence and how we judge success | Your account lead | Dec 1 | Kickoff notes sent within 24 hours |
| 5 | First checkpoint: early signal against the success criteria | Your account lead | Dec 31 | One-page update shared |
| 6 | Client feedback: what is working, what is not | Client sponsor | Jan 18 | Feedback received in writing or on a call |
| 7 | Mid-way review and adjust the plan if needed | Your account lead | Feb 5 | Changes agreed and recorded |
| 8 | Results summary against the agreed criteria | Your account lead | Feb 23 | Summary sent before the decision meeting |
| 9 | Decision meeting: review results and choose continue, adjust or stop | Client sponsor | Mar 8 | Choice made, next step and date recorded |
| 10 | Go / no-go on the pilot, recorded in writing | Client sponsor | Mar 12 | Decision recorded |
Before you send it
- Every step has one owner and one date. Move a step only with the other side's agreement.
- Send it to the client to edit. A plan only they read is not mutual.
- Review it in every call and mark each step done or late.
Use it with AI: ready-made prompt
Paste before a pilot, renewal or expansion. Returns a plan the client and your team both sign up to. Check every fact and number before you send anything to a client.
How to use the mutual action plan builder
- 01
Pick the purpose
Pilot, renewal, expansion or onboarding. Each starts from a sensible set of steps.
- 02
Set the dates and owners
Enter the start date, the decision date and one owner on each side. Steps are spread between the two dates.
- 03
Copy and share
Copy the plan as Markdown or CSV and send the cover email. Ask the client to confirm owners and dates.
What is a mutual action plan?
A mutual action plan (MAP) is a shared, dated list of the steps both you and your client need to take to reach an agreed outcome, such as a pilot decision or a renewal. Each step has one owner and one date, and the client sees and edits the plan with you.
Why a plan the client shares works better
Most account plans live inside your team. A mutual action plan puts the client's steps on the page next to yours, so approvals, access and decisions stop being invisible. It makes delays visible early and turns "we will get back to you" into a date.
- Both sides can see what is next.
- Client-side steps such as access and approvals get an owner.
- The decision date is agreed at the start, not discovered at the end.
Rules for a good mutual action plan
Give every step exactly one owner and one date. Write what "done" looks like. Work backwards from the decision date. Review the plan in every call and mark steps done, late or changed. Keep it on one page.
When to use one
Use a mutual action plan for a paid pilot, a renewal with several approvers, an expansion that needs budget from another team, or an onboarding with many client-side tasks. For a simple monthly retainer you probably do not need one.
Using AI to draft the plan
Paste the AI prompt on this page into your assistant with your facts to get a first draft. Check owners and dates with the client before you treat it as agreed.
Frequently asked questions
What is a mutual action plan template?
It is a table with the steps, one owner per step, a due date and what done looks like, covering both your team and the client. This builder fills it for you and works back from your decision date.
How is a mutual action plan different from an account plan?
An account plan is your internal view of the relationship. A mutual action plan is shared with the client and covers steps toward one outcome, such as a renewal or pilot decision.
Who should own the steps on the client side?
Name real people, ideally your sponsor for approvals and the day-to-day contact for access and data. A step owned by "the client" is owned by nobody.
How often should we review it?
In every call that touches the project, and at least weekly during a pilot. Mark each step done, late or changed.
Is this mutual action plan builder free?
Yes. It is free, needs no account and runs in your browser. Nothing you type is stored or sent.