What is an Action Plan?

When district managers visit sites, they are bound to find issues. Even the best and most diligent operators make mistakes occasionally.

Brand standards exist for a reason: they protect the brand and make sites more inviting to guests and more profitable.

The action plan is an opportunity to apply corrective actions to problem areas. It designates an individual responsible for rectifying each issue (anything deemed substandard or non-compliant by the district manager during the visit) and a target date for resolution.

In Bindy, action plans are often combined with verification photos, signatures and comments to document and illustrate steps taken to resolve the issue.

🚀 Expert

This post is part of our Expert Content series. In highly competitive industries like retail and hospitality, it is critical to hit the ground running with flawless execution of programs and brand standards.
When issues are found, assign corrective actions to ensure they are resolved before they affect the guest experience, the brand’s reputation, and the bottom line.

Accountability and Efficiency

When done, here is content other readers find helpful:

The action plan fosters ownership and accountability at store level. It also allows district managers and franchisees/store managers to work together towards a shared goal: making each site more performant and profitable.

The action plan breeds efficiency. It allows for corrections to happen with no time wasted with back-and-forth communication between the franchisee/store manager and the district manager.

Find a deficiency, assign it as a corrective action, fix it…done!

District manager retail audit in a store with a tablet

Don’t just Find Problems…Fix Them!

There is no reason to look for issues unless you are committed to correcting them. The goal of a product like Bindy is not to help you find problems. The goal is continuous improvement, resolution, and closure. Finding problems is good. Fixing them is better.

Close the loop on Site execution

At its core, the action plan is a vehicle for improvement. Success in retail and hospitality hinges largely on execution. The action plan is execution.

The action plan is the continuation of the visit, the key to getting resolution and closure.

If you think of problems as ailments, the action plan is the cure. Don’t leave the site without one!

Finding site issues is good. Fixing them is better.


Refer to Retail Execution category for how-tos and best practices for retail and hospitality execution of brand standards and programs.


Refer to the Retail Audits and Inspections category for how-tos and best practices for retail audits and inspections.


Refer to the Bindy category for more information on how the world’s leading brands use Bindy to execute brand standards with inspections, corrective action plans and tasks.

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