Mutual action plan template

Build a shared sequence of decisions, evidence, and owners for a complex buying process.

Start at the decision

Name the decision the buyer is trying to make and the date it needs to be made. Avoid treating a seller forecast as a buyer commitment.

Work backward

List only steps required to reach that decision: technical validation, business case, security review, procurement, and approval where applicable.

Use paired owners

Assign a customer and vendor owner for each step, with an artifact or observable exit criterion.

Review openly

At each check-in, update dates and blockers together. If the process changes, revise the plan instead of hiding slippage.

COPY-READY WORKSHEET

Make it yours.

DECISION TO MAKE
Decision and target date:
Why that date matters:

MILESTONES
1. Evidence needed / artifact / customer owner / vendor owner / date:
2. Technical validation / exit criterion / owners / date:
3. Commercial and security review / owners / date:
4. Final decision / approver / date:

OPEN RISKS
Risk / next action / owner / review date:

Adapt this outline to your own context. Do not paste confidential data into a public page.