Prep Time:
1 hour
Time to run:
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Mutual action plan template

Develop an action plan together

Courtesy of our friends at

Use this mutual action plan (MAP) template to collaborate with your customer champion to attain overall alignment.

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.

The mutual action plan template helps you:

  • Get aligned with all your stakeholders
  • Create a shared digital space to track action items and progress
  • Empower all stakeholders to provide feedback

How to use the mutual action plan template

To use Mural’s mutual action plan template with your key stakeholders, follow the steps outlined below.

1. Define the purpose of your plan

Begin by explaining the purpose of the plan and how everyone can use and benefit from it. This gives stakeholders important context that will also help increase engagement throughout the course of your project.

2. Go over key components with stakeholders

Next, 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.

💡 Note: You may want to conduct a stakeholder analysis beforehand to help determine various levels of involvement.

3. Determine an ideal release date

Once the components of your plan are in place, it’s time 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.

Note: 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.

4. Define critical milestones

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.

Tips for running a mutual action plan template workshop

To get the most out of your mutual action plan with your key stakeholders, you should:

  • Define any pre-work and outline the context for all stakeholders to make sure that everyone is aligned and clear on the goals for your project
  • Use color-coding and/or tags for sticky notes to help define roles and responsibilities for strategic items and tasks
  • Keep your mutual action plan up to date so that everyone has access to a living document as you make progress toward your goals

How to create a Mutual action plan template

Mural makes it easy to bring everyone together from planning to execution

With Mural, you can gather everyone in a shared digital space, and empower them to participate, engage, and provide feedback that leads to closer alignment and better outcomes.
Real-time collaboration

Real-time collaboration

Add more productivity and engagement to meetings and calls with features to guide collaboration.

Video meeting integrations

Video meeting integrations

Seamlessly add visual collaboration to meetings with Microsoft Teams, Webex, and Zoom integrations.

Easy sharing

Easy sharing

There are no barriers to collaboration with the ability to safely and securely share murals with others.

Asynchronous collaboration

Asynchronous collaboration

Innovate and collaborate effectively together without booking time on calendars.

Icons, GIFs, & images

Icons, GIFs, & images

Express complex ideas visually or lead an engaging team-building activity with Noun Project, GIPHY, and Unsplash integrations.



Add comments and tag collaborators for smooth asynchronous communication.

Mutual action plan template frequently asked questions

How do you create a mutual action plan?

What is the purpose of a mutual action plan?

What are some important mutual action plan tips that are often overlooked?

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.

Mural and LUMA System Logo Lockup

Mural is the only platform that offers both a shared workspace and training on the LUMA System™, a practical way to collaborate that anyone can learn and apply.