<!-- LLM_VERSION_INFO
FORMAT: text/markdown
CONTENT_TYPE: article
ORIGINAL_URL: https://coda.io/@codatemplates/mutual-action-plan-template
ALTERNATE_VERSION: codatemplates/mutual-action-plan-template/index.html (text/html)
EXTRACTION_DATE: 2026-04-18T22:13:26.570Z

This is the markdown version with text-only content (images converted to alt-text).
For rich formatting with images, request the HTML version at: codatemplates/mutual-action-plan-template/index.html
-->

# Mutual action plan

Improve the buying experience and keep everyone aligned throughout the process.

## Stakeholders

### New Team

| Name           | Title                   |
|----------------|------------------------|
| Adam Davis     | Director of Finance     |
| Alan Chowansky | VP of Product          |
| Polly Rose     | Head of Sales          |
| Mary Jones     | Customer Success       |
| Buck Dubois    | Solutions Engineering   |

## Add use case

### Proof of value

#### Company Objectives

| Use Case       | Excited! | Situation                    | Pain Points               | Impact            | Our solution | Evaluation success | Notes |
|-----------------|----------|------------------------------|---------------------------|-------------------|--------------|-------------------|-------|
| Increase Sales by 30% | Roadmap/launch calendar | Acme has too many dependencies that are untracked which lead to missed target launches. | Too many dependencies | More launches on time |              |                   |       |
| Save $ via Tech Consolidation | Cross-functional reviews | Acme has too many tools, making it difficult to stay organized and productive. | Too many tools    | Team isn’t productive enough | Higher team output |              |                   |       |
| Improve Team Collaboration | Team hub: meetings, write-ups, planning | Acme has information and data living in too many places, leading to knowledge silos and wasting time searching for info. | Lorem          | Ipsum                 | Dolor         | Lorem           | Ipsum              | Dolor |

### Want to print your doc?

This is not the way. Try clicking the ··· in the right corner or using a keyboard shortcut (CtrlP) instead.