When tasked with planning an activity, it's essential to have a reliable and comprehensive approach to avoid setbacks and ensure success. Employing an activity planning template provides invaluable assistance in staying organized, capturing crucial details, and adhering to schedules, be it for a school project, work task, or personal endeavor. The structured template acts as a reliable guide, empowering you to plan and execute activities with efficiency, reducing the risk of failure, and enhancing the likelihood of successful outcomes.

What is an activity plan?

An activity plan serves as a fundamental document that provides guidance in organizing various types of activities. Whether for personal goal-setting, arranging a surprise birthday party, or executing business endeavors like a holiday sale or corporate anniversary gala, the activity plan plays a vital role in outlining the necessary steps and timelines for successful execution.


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What is an activity planning template?

Activity planning templates are structured formats used for detailing all aspects of a planned activity or series of activities. These include the task at hand, the assigned individuals, deadlines, priority levels, status, and even contingencies. By offering a holistic view of activities to be undertaken, these templates ensure nothing falls through the cracks.

Elements of an Activity Planning Template 

While each activity planning template may differ based on its intended use, they typically contain some common elements:

Activity Description: This is a brief overview of the task or activity. 

Assigned To: This column notes the person or team responsible for completing the activity. 

Start Date and End Date: These fields indicate when the activity is scheduled to begin and end.

Priority: This section is for specifying the urgency or importance of the activity. 

Status: This field helps track progress by denoting whether the activity is pending, in progress, completed, or delayed. 

Notes/Comments: This section is used for adding extra details or updates about the activity.


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How to Use Activity Planning Template on Boardmix

With the Activity Planning Template from Boardmix, planning and executing activities becomes much more organized, transparent, and efficient. Here is the step-by-step guide on using the Activity Planning Template for free on Boardmix.

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Step 1: Log in to Your Boardmix Account

To begin, you'll need to access your Boardmix account. Go to the Boardmix website and enter your login credentials. If you don't have an account yet, you can sign up for a new one for free.


Step 2: Search and Choose Activity Planning Template

Once you're logged in, head over to the Template library. You can find this in the main dashboard. Search for the Activity Planning Template and click to use it for free.


Step 3: Customize and Edit Your Own Activity Planning

Now that you've chosen the template, it's time to customize it according to your needs. You can use shapes, lines, drawing pens, icons, and other tools to decorate your template. The Activity Planning Template comes with several sections that you can fill out.


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Objective: What do you hope to achieve with this activity?

Activities: What tasks need to be performed? Break them down into manageable tasks.

Resources Required: Identify the resources you will need for each activity. This can be human resources, material resources, or financial resources.

Responsible Person/Team: Assign each task to a person or a team. This ensures accountability and allows for better monitoring of progress.

Timeline: Set deadlines for each task. A clear timeline helps keep everyone on track and facilitates coordination of activities.

The flexibility of Boardmix allows you to add or remove sections as needed. Simply click on a component to edit it.

Step 4: Save Your Work, Share and Collaborate

When customizing your Activity Planning Template, Boardmix autosaves your progress, but it's good practice to manually save before exiting.

Next, share your activity plan to collaborate with your team. Click on the "Share" button on the top right corner of the screen, copy the sharing link, and send it to anyone whom you want to collaborate with. People can join this file to edit and collaborate on this file in real time by clicking this sharing link. We encourage your team to leave comments, suggest edits, or ask questions online so you can adjust it in time.


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Benefits of the activity planning template

It is not hard to imagine how beneficial an activity planning template can be for a wide range of situations. Generally speaking, it makes a somewhat challenging and complex task much simpler, faster and more efficient.

Organized Activities

An activity planning template, particularly the one we have here at Boardmix, has a well-designed structure that ensures better organization of activities and helps avoid the omission of important parts.

Real-Time Progress Updates

An activity planning template simplifies the process of tracking progress during the planning phase. By checking off completed tasks and identifying pending ones, it provides a clear view of the team's status and helps ensure everyone remains on schedule. With this tool, it's easier to assess whether the team is on track or falling behind, enabling timely adjustments and ensuring successful execution of the project.

Reference and Guidance

Planning is not always easy, especially when there are so many random or even contradictory components involved. The template serves as a reference to make planning easy even for the most elaborate activities.

Visualized Information

An activity planning template provides a clear visual representation of all the details that go into an event. At a glance, anyone will be able to see the timeline of activities, the budget, the goals, and so on.

Boosted Collaboration

When several people or teams are involved in the planning process, the template can be used to promote collaboration between these separate groups that are working on different areas, allowing them to coordinate and ultimately achieve success.

Better Time Management

An activity plan has all the individual and group tasks on an organized schedule. This gives everyone involved specific deadlines for the tasks assigned to them. Also, having an overview of the entire process lets everyone know the intended flow of events, which encourages each participant to finish their assignments on time.

Effective Performance Assessment

The activity planning template is not only useful during the actual planning process but also for evaluating the event when it is over. This allows planners to reflect on the good and bad aspects of the planning experience, enabling them to make positive changes for future activities.


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What should be included in an activity plan?

The components of an activity plan may vary depending on the nature of the activity, and there isn't a fixed set of elements that must always be followed. However, a well-structured activity plan should encompass all relevant details specific to the activity being planned.

In the activity plan's main body, start with the activity's name and provide a brief background. Outline the primary goals and intended outcomes of the activity. A detailed timeline should be included, particularly for elaborate and extensive activities, taking up a substantial portion of the plan. This timeline ensures that every aspect of the activity is well-coordinated and allows for effective implementation.

Then comes the division of work, where the tasks are assigned to specific teams or individuals. In the Boardmix activity planning template, the section for division of work does not only list the task assignments but also includes columns for tasks that are in progress and those that have already been completed.

Finally, the activity plan would end with a promotion proposal. This includes the intended channels through which to promote the activity, like an official event website or social media, as well as a summary of the content of the promotional materials to be used.


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How to make a great activity plan?

Anyone can make an activity plan but if you want to ensure the success of your event, it is advisable to make one using a well-designed template as a guide.

Start by brainstorming all the tasks that need to be done for the activity, from the earliest planning days to the actual implementation. Sort these tasks into a sequential list and identify the ones that need to be prioritized, then create a doable timeline.

Make sure the activity plan is accessible to everyone involved and while the goal is to complete all tasks and execute the activity without a hiccup, it is also advisable to have contingency plans in case something does not necessarily go according to the timeline.

FAQs about activity planning

What types of events can be managed with activity planning?

Just about any event can benefit from some activity planning, from personal parties to corporate seminars.

Why is activity planning important?

Activity planning is a fundamental aspect of event management, ensuring that all necessary steps are taken to achieve success. It allows you to allocate resources effectively, manage time wisely, and anticipate potential obstacles. By meticulously planning each detail, you can create a seamless and memorable experience for participants and stakeholders alike.

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