Task and Action Plan Management Software (5W2H)

Home / By Products / SoftExpert Action Plan

SoftExpert Action Plan

Organizations of all kinds are increasingly concerned with achieving and demonstrating sound performance by controlling their process, products and services. Therefore, managing all tasks and action plans of a company as one cohesive unit is a critical element in overall success, since it ensures visibility of the real status of its projects and processes.

5W2H is a tool for drawing up action plans, which, in its simplicity, objectivity and guidance to action, has been widely used in Project Management, Business Analysis, Business Plan Development, Strategic Planning and other management disciplines. Its structure forces you to consider all aspects of the situation, and the basic guide to implementation includes a synthetic form that answers the following questions:

(If you can’t see this video, click here)

Questions	Types	Descriptions
What?	Subject matter	What exactly do you need to do?
Why?	Purpose	Why is this action critically important for achieving your vision? Why can’t you just skip it?
Where?	Location	Where will the action take place? What are other locations involved?
When?	Sequence	When to start (and end) this action? When do related actions need to be started and completed?
Who?	People	Who is the best person to put in charge of this action? Who else is involved here?
How?	Method	How exactly will this action be activated?
How much?	Cost	How much will this attempt cost?

SoftExpert Action Plan is the best software when it comes to helping organizations effectively streamline the entire Action Plan lifecycle, from the initial record to approval, maintaining team communication and improving collaboration through the centralized control of the planning, execution and monitoring of tasks and action plans. The easy-to-use and flexible application improves task execution speed, reliability and efficiency.

Screenshots

Action plan
Action Plan Tasks
Kanban
Action plan management

Features

Configuration

Management

View

Configuration

Custom fields, checklists, teams, responsibility routes, identification mask, activity and action plan categorization.
Maintenance of actions and action plans in progress.

Management

Creation of one or more actions necessary to achieve a result.
Action planning with 5W2H tool.
Gantt chart with activities dependency configuration for more accurate dates of execution.
Creation of action plans from templates.
Maintenance of the actions by those responsible for controlling the gaps between what was planned and executed.

View

Portal of activities:
My activities
Activities of my team
Action Plan monitoring and control
Activities monitoring and control
Charts and graphs: Gantt, bars, horizontal bars, Pareto and pizza.
Custom reports and graphs through the interface with SoftExpert Analytics.

Brochure / Demo More Information Request a Live Demo

Featured Resources

Ebook

13 Processes Every Enterprise Quality Management Software (EQMS) Should Automate

This eBook will show how to get the true value that an EQMS promises by automating 13 quality processes.

Learn more

DOWNLOAD PDF

Webinar

Incident vs. Problem: How to differentiate and manage it

The difference between incidents and problems as well as the steps of proactively identifying and managing them.

Learn more

Watch now

White Paper

Best practices in risk-based internal auditing

The current best practices in Risk-Based Internal Auditing, or simply Internal Auditing.

Learn more

DOWNLOAD PDF

More Resources

SoftExpert Action Plan