Prep Time:
Time to run:

Mutual action plan template

Develop an action plan together

Courtesy of our friends at

Being on the same page at all times with multiple stakeholders provides effective and efficient project progression, especially when multiple stakeholders are involved. In order to devise a synchronized action plan, it’s crucial to have a comprehensive understanding of various project components to create alignment and a vision on how to strategically proceed forward.

Leverage this template to collaborate with your customer champion to attain overall alignment.

Create a mural in your workspace from the template below:

Start from a mural with sample content

BLANK TEMPLATE: Start from an untouched template


We recommend you begin by explaining the purpose of the plan and how you both can use and benefit from it. Then talk your customer at a high level through the plan components and inquire as to what makes sense or should be modified based on how they make purchases and implementation decisions. Make appropriate modifications to your mural wherever necessary to customize it to your needs.

Next, we recommend you to ask about an important date from which you should both work backward in order to establish timeframes. This could be the approval of a contract, or it could be the date by which the customer needs a solution fully implemented.

For each section of this template (Discovery, Shared Vision and so on) begin to populate these in a way that makes sense to you and your customer: key activities, who's responsible for those, when they should happen, and so on.

Finally, you may choose to drag or copy critical milestone post-its to the timeline at the bottom.

We suggest your Mutual Action Plan mural be used as a living document between you and your customer--to remind you both of accountabilities AND to capture new activities and milestones as they occur to you both.

How to create a Mutual action plan template

Mutual action plan template frequently asked questions

Somersault Innovation

Template by Somersault Innovation


Somersault Innovation was born in 2015 when we fell in love with the power of Design Thinking and wanted to teach others to use the methodology. Once we got going, we realized there was incredible value in offering sales professionals the same tools that designers have been using for years to drive customer centricity.

We started teaching sellers how to use various tools to do better Discovery, generate Insights and Accelerate the deal cycle. The results have been amazing and inspiring.