Corrective Action Plan Template: Steps and Elements

Corrective Action Plan Template Steps and Elements

Business owners and managers deal with a myriad of challenges and problems every day. A team member may have failed to close a deal with an important client. Someone might have accidentally email-blasted all of your customers with confidential information. Maybe your IT network encountered an issue that exposed your server to a potential cyberattack.

It would be great to have a single process that solves all of these problems and more. That’s where a corrective action plan comes in handy. This flexible system identifies and resolves business problems. But what exactly is it, and how do you create a corrective action plan template?

This article will discuss the steps and elements of a corrective action plan template. We’ll also provide an example to see how it’s done. 


What is a Corrective Action Plan Template?

A corrective action plan template is a document that outlines the steps necessary to correct a situation that has gone awry. It’s perfect for the work environment when processes start to experience flaws, or in other areas of life where corrective action may be needed. 


When Do You Need Corrective Action?

Having a corrective action plan is essential for any business owner who wants to ensure that they take the necessary steps to correct situations and prevent them from happening again in the future. Corrective action may be needed in a variety of situations, such as:

To Correct Errors Efficiently

When something goes wrong, the best way to resolve it is to follow a logical, step-by-step process that will lead you to the root cause of the problem. This allows you to put corrective actions in place to avoid similar problems in the future.

To Improve Processes

Even if a process is working well, there’s always room for improvement. Corrective action plans identify areas where a process can be streamlined or made more efficient to save your business time and money going forward.

To Prevent Future Issues

You can conduct corrective action even before a problem happens. For example, if you know that a particular team member is prone to making mistakes, you can put a corrective action plan in place that will help them to avoid making those mistakes in the future.

Streamline Workflows

Workflows are a series of actions that must be completed to achieve a goal. Corrective action plans can help to streamline workflows by identifying and eliminating bottlenecks and promoting smoother and more efficient business operations.

Improve Efficiency and Effectiveness

Since a corrective action template forces you to examine your processes closely, you can use it to improve the efficiency and effectiveness of your business. This can help you save time and money while also providing a better experience for your customers.


Key Elements of a Corrective Action Plan

A corrective action plan template must include the following elements:

  • A standard way of dealing with deficiencies: corrective action plans provide a standard way of dealing with deficiencies so that you can correct them quickly and effectively.
  • A process to start, investigate, and apply a corrective action plan: this process helps ensure that corrective action plans are started promptly and that the root cause of the problem is identified and corrected.
  • A way to document and track corrective action plans: this helps to ensure that corrective actions are taken in a timely manner and that the corrective action results are tracked.
  • Clarification of contractor or team member responsibilities: ensures that everyone involved in the corrective action process understands their roles and responsibilities.
  • Clear establishment of the issues meant for the action plan: this ensures that the corrective action plan focuses on addressing the specific issues at hand.
  • The right information: finally, your corrective action plan template should have information about available resources, constraints, metrics for completion, stakeholders, progress updates, and due dates.


Steps on How to Write Corrective Action Plan

Now that you know the key elements of a corrective action plan, it’s time to learn how to write one. Here are the steps that you need to follow:

Identify the Problem(s)

The first step is to identify the problem or problems you want to address with the corrective action plan. Then, be as specific as possible to narrow down the scope of the corrective action plan.

Gather Information

Once you’ve identified the problem, it’s time to gather information about it. This includes understanding the root cause of the problem, gathering data about the impact of the problem, and understanding who is affected by the problem.

Define the Workflow

Make sure each corrective action is assigned to the responsible party and that there is a clear understanding of who needs to do what. This will help ensure that corrective actions are taken in a timely and effective manner.

Identify the Responsible Parties

It’s important to identify the responsible parties for each corrective action. This includes assigning someone to investigate the problem, someone to develop the corrective action plan, and someone to implement the corrective action plan.

Develop a Corrective Action Plan

After gathering all of the necessary information, it’s time to develop the corrective action plan. This step includes developing corrective actions, setting timelines, and assigning responsibility.

Implement a Corrective Action Plan

The next step is to implement the corrective action plan. This includes putting the corrective actions into place, monitoring the results, and making adjustments as necessary.

Evaluate corrective action plan

Finally, it’s important to evaluate the corrective action plan to ensure effectiveness. This includes assessing the corrective action results, determining whether the corrective action plan achieved its goals, and making changes as necessary.


Use DataMyte Digital Clipboard to Write Your Creative Action Plan

The best way to create a corrective action plan is by going digital. While tons of free templates are available online, nothing beats creating one from scratch. The DataMyte Digital Clipboard is a workflow automation software that allows you to create easy corrective action plan templates. 

The DataMyte Digital Clipboard lets you create workflow templates for your action plan using our easy drag and drop interface. You can quickly add corrective actions, set timelines, assign responsibilities, and track results. 

What’s more, our software is cloud-based so that you can access it from anywhere at any time. That means you can also share your template with others in your team so they can use it as well. Plus, our software generates reports in real-time so you can track the progress of your corrective action plan. 

If you’re looking for an easy and effective way to create corrective action plan templates, then the DataMyte Digital Clipboard is the right choice for you. Request a free demo today to see how our software can help you!



Corrective action plans are an important part of any business. By following the steps and elements outlined in this guide, you can be sure that your corrective action plan template is effective and will help to improve your business.


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