cover letter for action plan

How it works

Transform your enterprise with the scalable mindsets, skills, & behavior change that drive performance.

Explore how BetterUp connects to your core business systems.

We pair AI with the latest in human-centered coaching to drive powerful, lasting learning and behavior change.

Build leaders that accelerate team performance and engagement.

Unlock performance potential at scale with AI-powered curated growth journeys.

Build resilience, well-being and agility to drive performance across your entire enterprise.

Transform your business, starting with your sales leaders.

Unlock business impact from the top with executive coaching.

Foster a culture of inclusion and belonging.

Accelerate the performance and potential of your agencies and employees.

See how innovative organizations use BetterUp to build a thriving workforce.

Discover how BetterUp measurably impacts key business outcomes for organizations like yours.

A demo is the first step to transforming your business. Meet with us to develop a plan for attaining your goals.

• What is coaching?

Learn how 1:1 coaching works, who its for, and if it's right for you.

Accelerate your personal and professional growth with the expert guidance of a BetterUp Coach.

Types of Coaching

Navigate career transitions, accelerate your professional growth, and achieve your career goals with expert coaching.

Enhance your communication skills for better personal and professional relationships, with tailored coaching that focuses on your needs.

Find balance, resilience, and well-being in all areas of your life with holistic coaching designed to empower you.

Discover your perfect match : Take our 5-minute assessment and let us pair you with one of our top Coaches tailored just for you.

Research, expert insights, and resources to develop courageous leaders within your organization.

Best practices, research, and tools to fuel individual and business growth.

View on-demand BetterUp events and learn about upcoming live discussions.

The latest insights and ideas for building a high-performing workplace.

• BetterUp Briefing

The online magazine that helps you understand tomorrow's workforce trends, today.

Innovative research featured in peer-reviewed journals, press, and more.

Founded in 2022 to deepen the understanding of the intersection of well-being, purpose, and performance

We're on a mission to help everyone live with clarity, purpose, and passion.

Join us and create impactful change.

Read the buzz about BetterUp.

Meet the leadership that's passionate about empowering your workforce.

For Business

For Individuals

How to write a great cover letter in 2024: tips and structure

A cover letter is a personalized letter that introduces you to a potential employer, highlights your qualifications, and explains why you're a strong fit for a specific job.

Hate or love them, these brief documents allow job seekers to make an impression and stand out from the pile of other applications. Penning a thoughtful cover letter shows the hiring team you care about earning the position.

Here’s everything you need to know about how to write a cover letter — and a great one, at that.

What is a cover letter and why does it matter?

A professional cover letter is a one-page document you submit alongside your CV or resume as part of a job application. Typically, they’re about half a page or around 150–300 words.

An effective cover letter doesn’t just rehash your CV; it’s your chance to highlight your proudest moments, explain why you want the job, and state plainly what you bring to the table.

Show the reviewer you’re likable, talented, and will add to the company’s culture . You can refer to previous jobs and other information from your CV, but only if it helps tell a story about you and your career choices .

What 3 things should you include in a cover letter?

A well-crafted cover letter can help you stand out to potential employers. To make your cover letter shine, here are three key elements to include:

1. Personalization

Address the hiring manager or recruiter by name whenever possible. If the job posting doesn't include a name, research to find out who will be reviewing applications. Personalizing your cover letter shows that you've taken the time to tailor your application to the specific company and role.

2. Highlight relevant achievements and skills

Emphasize your most relevant skills , experiences, and accomplishments that directly relate to the job you're applying for. Provide specific examples of how your skills have benefited previous employers and how they can contribute to the prospective employer's success. Use quantifiable achievements , such as improved efficiency, cost savings, or project success, to demonstrate your impact.

3. Show enthusiasm and fit

Express your enthusiasm for the company and the position you're applying for. Explain why you are interested in this role and believe you are a good fit for the organization. Mention how your values, goals, and skills align with the company's mission and culture. Demonstrating that you've done your research can make a significant impression.

What do hiring managers look for in a cover letter?

Employers look for several key elements in a cover letter. These include:

Employers want to see that your cover letter is specifically tailored to the position you are applying for. It should demonstrate how your skills, experiences, and qualifications align with the job requirements.

Clear and concise writing

A well-written cover letter is concise, easy to read, and error-free. Employers appreciate clear and effective communication skills , so make sure your cover letter showcases your ability to express yourself effectively.

Demonstrated knowledge of the company

Employers want to see that you are genuinely interested in their organization. Mention specific details about the company, such as recent achievements or projects, to show that you are enthusiastic about joining their team.

Achievements and accomplishments

Highlight your relevant achievements and accomplishments that demonstrate your qualifications for the position. Use specific examples to showcase your skills and show how they can benefit the employer.

Enthusiasm and motivation

Employers want to hire candidates who are excited about the opportunity and motivated to contribute to the company's success. Express your enthusiasm and passion for the role and explain why you are interested in working for the company.

Professionalism

A cover letter should be professional in tone and presentation. Use formal language, address the hiring manager appropriately, and follow standard business letter formatting.

How do you structure a cover letter?

A well-structured cover letter follows a specific format that makes it easy for the reader to understand your qualifications and enthusiasm for the position. Here's a typical structure for a cover letter:

Contact information

Include your name, address, phone number, and email address at the top of the letter. Place your contact information at the beginning so that it's easy for the employer to reach you.

Employer's contact information

Opening paragraph, middle paragraph(s), closing paragraph, complimentary close, additional contact information.

Repeat your contact information (name, phone number, and email) at the end of the letter, just in case the employer needs it for quick reference.

Remember to keep your cover letter concise and focused. It should typically be no more than one page in length. Proofread your letter carefully to ensure it is free from spelling and grammatical errors. Tailor each cover letter to the specific job application to make it as relevant and impactful as possible.

How to write a good cover letter (with examples)

The best letters are unique, tailored to the job description, and written in your voice — but that doesn’t mean you can’t use a job cover letter template.

Great cover letters contain the same basic elements and flow a certain way. Take a look at this cover letter structure for ref erence while you construct your own.

1. Add a header and contact information

While reading your cover letter, the recruiter shouldn’t have to look far to find who wrote it. Your document should include a basic heading with the following information:

• Pronouns (optional)
• Location (optional)
• Email address
• Phone number (optional)
• Relevant links, such as your LinkedIn profile , portfolio, or personal website (optional)

You can pull this information directly from your CV. Put it together, and it will look something like this:

Christopher Pike

San Francisco, California

[email protected]

Alternatively, if the posting asks you to submit your cover letter in the body of an email, you can include this information in your signature. For example:

Warm regards,

Catherine Janeway

Bloomington, Indiana

[email protected]

(555) 999 - 2222

2. Include a personal greeting

Always begin your cover letter by addressing the hiring manager — preferably by name. You can use the person’s first and last name. Make sure to include a relevant title, like Dr., Mr., or Ms. For example, “Dear Mr. John Doe.”

Avoid generic openings like “To whom it may concern,” “Dear sir or madam,” or “Dear hiring manager.” These introductions sound impersonal — like you’re copy-pasting cover letters — and can work against you in the hiring process.

Be careful, though. When using someone’s name, you don’t want to use the wrong title or accidentally misgender someone. If in doubt, using only their name is enough. You could also opt for a gender-neutral title, like Mx.

Make sure you’re addressing the right person in your letter — ideally, the person who’s making the final hiring decision. This isn’t always specified in the job posting, so you may have to do some research to learn the name of the hiring manager.

3. Draw them in with an opening story

The opening paragraph of your cover letter should hook the reader. You want it to be memorable, conversational, and extremely relevant to the job you’re pursuing. 

There’s no need for a personal introduction — you’ve already included your name in the heading. But you should make reference to the job you’re applying for. A simple “Thank you for considering my application for the role of [job title] at [company],” will suffice.

Then you can get into the “Why” of your job application. Drive home what makes this specific job and this company so appealing to you. Perhaps you’re a fan of their products, you’re passionate about their mission, or you love their brand voice. Whatever the case, this section is where you share your enthusiasm for the role.

Here’s an example opening paragraph. In this scenario, you’re applying for a digital marketing role at a bicycle company:

“Dear Mr. John Doe,

Thank you for considering my application for the role of Marketing Coordinator at Bits n’ Bikes.

My parents bought my first bike at one of your stores. I’ll never forget the freedom I felt when I learned to ride it. My father removed my training wheels, and my mom sent me barrelling down the street. You provide joy to families across the country — and I want to be part of that.”

4. Emphasize why you’re best for the job

Your next paragraphs should be focused on the role you’re applying to. Highlight your skill set and why you’re a good fit for the needs and expectations associated with the position. Hiring managers want to know what you’ll bring to the job, not just any role.

Start by studying the job description for hints. What problem are they trying to solve with this hire? What skills and qualifications do they mention first or more than once? These are indicators of what’s important to the hiring manager.

Search for details that match your experience and interests. For example, if you’re excited about a fast-paced job in public relations, you might look for these elements in a posting:

• They want someone who can write social media posts and blog content on tight deadlines
• They value collaboration and input from every team member
• They need a planner who can come up with strong PR strategies

Highlight how you fulfill these requirements:

“I’ve always been a strong writer. From blog posts to social media, my content pulls in readers and drives traffic to product pages. For example, when I worked at Bits n’ Bikes, I developed a strategic blog series about bike maintenance that increased our sales of spare parts and tools by 50% — we could see it in our web metrics.

Thanks to the input of all of our team members, including our bike mechanics, my content delivered results.”

5. End with a strong closing paragraph and sign off gracefully

Your closing paragraph is your final chance to hammer home your enthusiasm about the role and your unique ability to fill it. Reiterate the main points you explained in the body paragraphs and remind the reader of what you bring to the table.

You can also use the end of your letter to relay other important details, like whether you’re willing to relocate for the job.

When choosing a sign-off, opt for a phrase that sounds professional and genuine. Reliable options include “Sincerely” and “Kind regards.”

Here’s a strong closing statement for you to consider:

“I believe my enthusiasm, skills, and work experience as a PR professional will serve Bits n’ Bikes very well. I would love to meet to further discuss my value-add as your next Director of Public Relations. Thank you for your consideration. I hope we speak soon.

Tips to write a great cover letter that compliments your resume

When writing your own letter, try not to copy the example excerpts word-for-word. Instead, use this cover letter structure as a baseline to organize your ideas. Then, as you’re writing, use these extra cover letter tips to add your personal touch:

• Keep your cover letter different from your resume : Your cover letter should not duplicate the information on your resume. Instead, it should provide context and explanations for key points in your resume, emphasizing how your qualifications match the specific job you're applying for.
• Customize your cover letter . Tailor your cover letter for each job application. Address the specific needs of the company and the job posting, demonstrating that you've done your homework and understand their requirements.
• Show enthusiasm and fit . Express your enthusiasm for the company and position in the cover letter. Explain why you are interested in working for this company and how your values, goals, and skills align with their mission and culture.
• Use keywords . Incorporate keywords from the job description and industry terms in your cover letter. This can help your application pass through applicant tracking systems (ATS) and demonstrate that you're well-versed in the field.
• Keep it concise . Your cover letter should be succinct and to the point, typically no more than one page. Focus on the most compelling qualifications and experiences that directly support your application.
• Be professional . Maintain a professional tone and structure in your cover letter. Proofread it carefully to ensure there are no errors.
• Address any gaps or concerns . If there are gaps or concerns in your resume, such as employment gaps or a change in career direction, briefly address them in your cover letter. Explain any relevant circumstances and how they have shaped your qualifications and determination.
• Provide a call to action . Conclude your cover letter with a call to action, inviting the employer to contact you for further discussion. Mention that you've attached your resume for their reference.
• Follow the correct format . Use a standard cover letter format like the one above, including your contact information, a formal salutation, introductory and closing paragraphs, and your signature. Ensure that it complements your resume without redundancy.
• Pick the right voice and tone . Try to write like yourself, but adapt to the tone and voice of the company. Look at the job listing, company website, and social media posts. Do they sound fun and quirky, stoic and professional, or somewhere in-between? This guides your writing style.
• Tell your story . You’re an individual with unique expertise, motivators, and years of experience. Tie the pieces together with a great story. Introduce how you arrived at this point in your career, where you hope to go , and how this prospective company fits in your journey. You can also explain any career changes in your resume.
• Show, don’t tell . Anyone can say they’re a problem solver. Why should a recruiter take their word for it if they don’t back it up with examples? Instead of naming your skills, show them in action. Describe situations where you rose to the task, and quantify your success when you can.
• Be honest . Avoid highlighting skills you don’t have. This will backfire if they ask you about them in an interview. Instead, shift focus to the ways in which you stand out.
• Avoid clichés and bullet points . These are signs of lazy writing. Do your best to be original from the first paragraph to the final one. This highlights your individuality and demonstrates the care you put into the letter.
• Proofread . Always spellcheck your cover letter. Look for typos, grammatical errors, and proper flow. We suggest reading it out loud. If it sounds natural rolling off the tongue, it will read naturally as well.

Common cover letter writing FAQs

How long should a cover letter be.

A cover letter should generally be concise and to the point. It is recommended to keep it to one page or less, focusing on the most relevant information that highlights your qualifications and fits the job requirements.

Should I include personal information in a cover letter?

While it's important to introduce yourself and provide your contact information, avoid including personal details such as your age, marital status, or unrelated hobbies. Instead, focus on presenting your professional qualifications and aligning them with the job requirements.

Can I use the same cover letter for multiple job applications?

While it may be tempting to reuse a cover letter, it is best to tailor each cover letter to the specific job you are applying for. This allows you to highlight why you are a good fit for that particular role and show genuine interest in the company.

Do I need to address my cover letter to a specific person?

Whenever possible, it is advisable to address your cover letter to a specific person, such as the hiring manager or recruiter. If the job posting does not provide this information, try to research and find the appropriate contact. If all else fails, you can use a generic salutation such as "Dear Hiring Manager."

Should I include references in my cover letter?

It is generally not necessary to include references in your cover letter. Save this information for when the employer explicitly requests it. Instead, focus on showcasing your qualifications and achievements that make you a strong candidate for the position.

It’s time to start writing your stand-out cover letter

The hardest part of writing is getting started. 

Hopefully, our tips gave you some jumping-off points and confidence . But if you’re really stuck, looking at cover letter examples and resume templates will help you decide where to get started. 

There are numerous sample cover letters available online. Just remember that you’re a unique, well-rounded person, and your cover letter should reflect that. Using our structure, you can tell your story while highlighting your passion for the role. 

Doing your research, including strong examples of your skills, and being courteous is how to write a strong cover letter. Take a breath , flex your fingers, and get typing. Before you know it, your job search will lead to a job interview.

If you want more personalized guidance, a specialized career coach can help review, edit, and guide you through creating a great cover letter that sticks.

Ace your job search

Explore effective job search techniques, interview strategies, and ways to overcome job-related challenges. Our coaches specialize in helping you land your dream job.

Elizabeth Perry, ACC

Elizabeth Perry is a Coach Community Manager at BetterUp. She uses strategic engagement strategies to cultivate a learning community across a global network of Coaches through in-person and virtual experiences, technology-enabled platforms, and strategic coaching industry partnerships. With over 3 years of coaching experience and a certification in transformative leadership and life coaching from Sofia University, Elizabeth leverages transpersonal psychology expertise to help coaches and clients gain awareness of their behavioral and thought patterns, discover their purpose and passions, and elevate their potential. She is a lifelong student of psychology, personal growth, and human potential as well as an ICF-certified ACC transpersonal life and leadership Coach.

3 cover letter examples to help you catch a hiring manager’s attention

Chatgpt cover letters: how to use this tool the right way, how to write an impactful cover letter for a career change, write thank you letters after interviews to stand out as job applicant, send a thank you email after an internship to boost your career, character references: 4 tips for a successful recommendation letter, use professional reference templates to make hiring smoother, tips and tricks for writing a letter of interest (with examples), what is a letter of intent examples on how to write one, similar articles, how to follow up on a job application the right way, learn to sweat the small stuff: how to improve attention to detail, how to write a letter of recommendation (with examples), how to write a memo: 8 steps with examples, stay connected with betterup, get our newsletter, event invites, plus product insights and research..

3100 E 5th Street, Suite 350 Austin, TX 78702

• Platform Overview
• Integrations
• Powered by AI
• BetterUp Lead™
• BetterUp Manage™
• BetterUp Care®
• Sales Performance
• Diversity & Inclusion
• Case Studies
• Why BetterUp?
• About Coaching
• Find your Coach
• Career Coaching
• Communication Coaching
• Life Coaching
• News and Press
• Leadership Team
• Become a BetterUp Coach
• BetterUp Labs
• Center for Purpose & Performance
• Leadership Training
• Business Coaching
• Contact Support
• Contact Sales
• Privacy Policy
• Acceptable Use Policy
• Trust & Security
• Cookie Preferences

How to include a call to action in your cover letter

Many people understand that the purpose of a call to action in marketing is to encourage a consumer to make a move and take action on something specific. However, you may not know that a cover letter CTA serves the same purpose. After you’ve marketed yourself and your skills to the hiring manager or recruiter, the closing CTA is your chance to boldly ask for what you want. Here’s how to craft the perfect CTA that’s both authentic and professional.

What is a call to action?

A call to action is simply a short statement at the end of a piece of content that asks the person reading to take a specific action. In the context of a cover letter , this usually means asking the hiring manager to contact you, view your resume or portfolio, or set up a meeting or interview.

You may wonder whether including a cover letter call to action is presumptuous, but it’s actually an important part of making your application stand out in a good way. This is because a CTA shows courage and tenacity, an ability to be professional by directly asking for what you want, and your enthusiasm about the position and company.

Types of call to actions

You might find it challenging to figure out how to end a cover letter . Fortunately, there are multiple styles of CTA statements to choose from. For your cover letter, you should feel free to choose the one that best suits your personality and the overall tone of your letter.

One popular type of CTA discussed in many cover letter and resume articles is the direct request. This statement tells the hiring manager exactly what you want from them. Because this is a job application, you’re usually requesting an interview or meeting to discuss your qualifications and how you can serve the company’s mission and vision.

The assertive statement is another type of cover letter call to action. Its purpose is to remind the hiring manager why the accomplishments on your CV make you the best fit for the role and express an eagerness about the possibility of joining the employer’s team. This closing conveys confidence and enthusiasm, two traits that make for highly engaged and team-oriented employees.

You can also include an invitation to contact you as the closing CTA of your cover letter. If you choose to use this one, make sure you highlight the reason why you want the hiring manager to contact you. For example, the reason may be to clarify something in your cover letter, see additional material from a portfolio, or discuss a specific part of your resume further.

Finally, you may want to try using the proactive closing. This CTA style hinges on making a daring yet positive statement to end your letter. It is best used when you know exactly how you can make a unique contribution. Tell the hiring manager exactly what that contribution is, such as a sought-after skill that will take the team to a new level.

Expert Tip:

While drafting your cover letter, try out different types of closings to see which one fits best. This will help ensure your letter comes across as having your authentic voice and that your tone is consistent from beginning to end.

Impactful CTA examples

If you’re having trouble deciding which closing to use, having some cover letter examples can help. Take a closer look at a few cover letter call to action examples that you can make your own.

Direct request examples

For direct request CTAs, it's best to stick to plain, straightforward language, such as:

• I would love to set up an interview at your earliest convenience
• I would happily meet with you to tell you more about my experience
• I welcome the opportunity to discuss my qualifications in an interview

These phrases are eager, professional, and considerate. 

Assertive statement examples

Assertive statements like these remind the hiring manager why they should strongly consider your candidacy:

• I am excited about the prospect of joining the team
• My experience in the industry makes me a great fit for this role
• I know your team has a goal to grow 25% this year, and I’m confident I can help you reach it

If you want to come across as honest and self-assured, this is the way to go.

Invitation to contact examples

Use these examples of invitation to contact CTAs to compel a hiring manager to get to know you further:

• Feel free to reach out to me by phone at 555-555-5555 with any questions you have
• My portfolio is available at www.portfolio.com, and you can always email me if you want to see additional samples of my work

These CTAs let hiring managers know you are ready to move forward in the application process.

Proactive closing examples

These proactive CTAs let hiring managers know how you can help them: 

• I know your shop has a goal of making 50% of manufacturing processes sustainable in the next three years, and I can help you get there one year faster
• My marketing campaigns have improved sales by 67%, and I am confident I can help you take things to the next level

With a proactive closing, you make your potential value clear.

“Many wonder whether including a cover letter CTA is presumptuous, but it’s an important part of making your application stand out in a good way.”

Best practices

Many cover letter articles confirm that including a call to action is an excellent way to show that you truly want the role. However, it’s vital that you follow best practices as you tweak your cover letter and CV templates to avoid seeming too brazen or overconfident.

When creating your call to action, cover letter etiquette says that you should always thank the hiring manager or recruiter for reading your application. You don’t have to overdo it here — as using language that’s too flowery can come off as desperation — but showing gratitude can go a long way in letting them know their time, effort, and actions are appreciated and will definitely cast you in a more favorable light.

Additionally, ensure that you take time to understand the company’s mission and goals. One key to crafting a great cover letter call to action is knowing how you can contribute to the team. You need to tell the hiring manager exactly how your skills align with the company’s strategic plan so that they can see how you’ll help them fulfill it.

It’s important that you don’t skip this step, as it gives the hiring manager a reason to take action on your CTA. What is a call to action in a cover letter for if not to inspire confidence in the hiring manager that you are clearly the missing piece to their puzzle? Make sure that anything you include here accurately reflects your own skills and has been customized from any resume examples you have used.

You’ll also want to make sure you read over your cover letter call to action before sending it off. This will help ensure your entire letter is grammatically correct and give you a chance to check your tone. While it’s essential to ask for what you want, it’s equally important to avoid any potential displays of arrogance.

Finish your cover letter with strength and enthusiasm

Deciding how to end your cover letter well is all about being straightforward enough to ask for what you want while being professional enough to do it in a compelling way. While having cover letter templates can help with this, always research the company, align your skill set with its strategic goals, and maintain an attitude of gratitude as well.

It can also be helpful to know your options for CTA styles and choose one that fits your personality and the overall tone of your letter. Whether it suits you to just outright ask for the interview or you prefer to subtly invite them to learn more about a unique skill you have, there’s a CTA style out there that works for everyone.

If you’re not sure where to start, consider using resume templates to craft your resume first. These CV examples can help you identify the skills you bring to the table and how they can benefit the company. Then, you’ll have much more confidence in articulating your value, asking for the interview, and taking action to land the job you truly want.

Get ahead of the competition

Make your job applications stand-out from other candidates.

How to Write a Cover Letter With No Experience

ChatGPT Cover Letters: Are They Worth It?

How to Write a Standout LinkedIn Cover Letter

What is an Action Plan? Learn with Templates and Examples

Planning on turning your vision into reality? And what’s your best way to avoid challenges and problems during this journey? A solid action plan.

We have outlined 6 steps explaining how to write an action plan. Once you familiarize yourself with them, go ahead and use the editable templates below to start planning right away.

What is an Action Plan?

Why you need an action plan, how to write an action plan, action plan templates.

An action plan is a specific list of tasks in order to achieve a particular goal. It can be regarded as a proposed strategy to execute a specific project to achieve a specific or general goal effectively and efficiently. It outlines steps to take and helps stay focused and organized, whether it’s personal or work-related. Breaking down the goal into smaller, manageable steps, makes it easier to stay motivated and track progress.

It’s an essential part of the strategic planning process and helps with improving teamwork planning Not only in project management, but action plans can be used by individuals to prepare a strategy to achieve their own personal goals as well.

Components of an action plan include

• A well-defined description of the goal to be achieved
• Tasks/ steps that need to be carried out to reach the goal
• People who will be in charge of carrying out each task
• When will these tasks be completed (deadlines and milestones)
• Resources needed to complete the tasks
• Measures to evaluate progress

What’s great about having everything listed down on one location is that it makes it easier to track progress and effectively plan things out.

An action plan is not something set in stone. As your organization grows, and surrounding circumstances change, you will have to revisit and make adjustments to meet the latest needs.

Sometimes businesses don’t spend much time on developing an action plan before an initiative, which, in most cases, leads to failure. If you haven’t heard, “failing to plan is planning to fail” said Benjamin Franklin supposedly once.

Planning helps you prepare for the obstacles ahead and keep you on track. And with an effective action plan, you can boost your productivity and keep yourself focused.  

Here are some benefits of an action plan you should know;

• It gives you a clear direction. As an action plan highlights exactly what steps to be taken and when they should be completed, you will know exactly what you need to do.
• Having your goals written down and planned out in steps will give you a reason to stay motivated and committed throughout the project.  
• With an action plan, you can track your progress toward your goal.
• Since you are listing down all the steps you need to complete in your action plan, it will help you prioritize your tasks based on effort and impact.

From the looks of it, creating an action plan seems fairly easy. But there are several important steps you need to follow with caution in order to get the best out of it. Here’s how to write an action plan explained in 6 easy steps.

Step 1: Define your end goal

If you are not clear about what you want to do and what you want to achieve, you are setting yourself up for failure.

Planning a new initiative? Start by defining where you are and where you want to be.

Solving a problem? Analyze the situation and explore possible solutions before prioritizing them.

Then write down your goal. And before you move on to the next step, run your goal through the SMART criteria . Or in other words, make sure that it is

• Specific – well-defined and clear
• Measurable – include measurable indicators to track progress  
• Attainable – realistic and achievable within the resources, time, money, experience, etc. you have
• Relevant – align with your other goals
• Timely – has a finishing date

Use this SMART goal worksheet to simplify this process. Share it with others to get their input as well.  

• Ready to use
• Fully customizable template
• Get Started in seconds

And refer to our easy guide to the goal-setting process to learn more about setting and planning your goals.

Step 2: List down the steps to be followed

The goal is clear. What exactly should you do to realize it?

Create a rough template to list down all the tasks to be performed, due dates and people responsible.

It’s important that you make sure that the entire team is involved in this process and has access to the document. This way everyone will be aware of their roles and responsibilities in the project.

Make sure that each task is clearly defined and is attainable. If you come across larger and more complex tasks, break them down to smaller ones that are easier to execute and manage.

Tips: Use a RACI Matrix template to clarify project roles and responsibilities, and plan projects

Step 3: Prioritize tasks and add deadlines

It’s time to reorganize the list by prioritizing the tasks . Some steps, you may need to prioritize as they can be blocking other sub-steps.

Add deadlines, and make sure that they are realistic. Consult with the person responsible for carrying it out to understand his or her capacity before deciding on deadlines.

Step 4: Set milestones

Milestones can be considered mini goals leading up to the main goal at the end. The advantage of adding milestones is that they give the team members to look forward to something and help them stay motivated even though the final due date is far away.

Start from the end goal and work your way back as you set milestones . Remember not to keep too little or too much time in between the milestone you set. It’s a best practice to space milestones two weeks apart.  

Step 5: Identify the resources needed

Before you start your project, it’s crucial to ensure that you have all the necessary resources at hand to complete the tasks. And if they are not currently available, you need to first make a plan to acquire them.

This should also include your budget. You can assign a column of your action plan to mark the cost of each task if there are any.  

Step 6: Visualize your action plan

The point of this step is to create something that everyone can understand at a glance and that can be shared with everyone.

Whether your action plan comes in the shape of a flowchart , Gantt chart , or table , make sure that it clearly communicates the elements we have identified so far – tasks, task owners, deadlines, resources, etc.

This document should be easily accessible to everyone and should be editable.

Step 7: Monitor, evaluate and update

Allocate some time to evaluate the progress you’ve made with your team.

You can mark tasks that are completed as done on this final action plan, bringing attention to how you’ve progressed toward the goal.

This will also bring out the tasks that are pending or delayed, in which case you need to figure out why and find suitable solutions. And then update the action plan accordingly.

Business action plan

You may like to read: The Easy Guide to Making a Business Plan for Presentations

Marketing action plan

Strategic action plan, corrective action plan template.

Learn more about: Corrective Action Plan template .

Additional resources: The Easy Guide to Creating a Business Contingency Plan

Simple action plan template

Any more tips on creating an action plan.

An action plan is designed to guide your way to accomplishing your goals. It turns your vision into actionable goals and steps. And it helps you stay focused and motivated.

From an individual employee in an organization to larger departments can make use of action plans to steer their way towards completing their goals.

Maybe you are about to create your very first action plan, or you are already a pro at writing them. Either way, we’d like to hear your opinions on how to write an action plan. Do share them with us in the comments section below.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

FAQs About Action Plan

Lack of clarity on goals: Make sure the team understands the goals and objectives of the action plan. The goals should be specific, measurable, attainable, relevant, and time-bound (SMART).

Unclear responsibilities: Assign clear roles and responsibilities for each team member to avoid confusion and ensure accountability.

Overcomplicating the plan: Keep the action plan simple and easy to understand. Avoid adding unnecessary complexity or detail that may confuse the team.

Failure to prioritize tasks: Prioritize tasks based on their importance and urgency. This will ensure that the team focuses on the most critical tasks first.

Inadequate resources: Ensure that the team has access to the necessary resources such as time, budget, and equipment, to carry out the action plan successfully.

Lack of communication: Effective communication is crucial to the success of any action plan. Ensure that team members are regularly updated on progress and any changes to the plan.

Failure to monitor progress: Regularly monitor progress and adjust the action plan as needed to ensure that it stays on track and achieves its goals.

Strategic action plan: This type of plan outlines the long-term goals and objectives of an organization, and the actions that will be taken to achieve them. It typically covers a period of several years and includes high-level strategies and initiatives.

Operational action plan: This plan focuses on the day-to-day operations of an organization, outlining the actions that will be taken to achieve short-term goals and objectives. It typically covers a period of one year or less and includes specific actions and timelines.

Project action plan: This type of plan is used for individual projects and outlines the actions that will be taken to achieve specific project goals and objectives. It includes a detailed breakdown of tasks, timelines, and responsibilities.

Sales action plan: This plan focuses on the actions that will be taken to increase sales and revenue. It includes specific strategies for marketing, sales, and customer service.

Marketing action plan: This plan outlines the actions that will be taken to promote a product or service and increase brand awareness. It includes strategies for advertising, social media, public relations, and other marketing initiatives.

Crisis management action plan: This type of plan outlines the actions that will be taken in the event of a crisis, such as a natural disaster or security breach. It includes specific protocols for communication, evacuation, and other emergency procedures.

An action plan can be used by anyone who wants to achieve specific goals or objectives. It is a useful tool for individuals, teams, and organizations in a variety of contexts. Here are some examples:

Individuals: An individual can use an action plan to achieve personal goals such as losing weight, completing a degree, or starting a business.

Teams: A team can use an action plan to achieve goals related to a specific project or initiative. For example, a marketing team may use an action plan to launch a new product.

Small businesses: Small businesses can use an action plan to achieve goals related to sales, marketing, operations, or finance.

Non-profit organizations: Non-profit organizations can use an action plan to achieve goals related to fundraising, volunteer recruitment, or program implementation.

Government agencies: Government agencies can use an action plan to achieve goals related to policy implementation, disaster response, or public safety.

Educational institutions: Educational institutions can use an action plan to achieve goals related to improving student outcomes, increasing enrollment, or expanding programs.

More Related Articles

Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

How to Write an Action Plan: Step-by-Step (Examples)

By Status.net Editorial Team on November 9, 2023 — 9 minutes to read

An action plan is a detailed roadmap of the necessary steps you need to take to achieve a specific goal or objective. It’s like a GPS that guides you from your starting point to your desired destination. Creating an action plan helps you break down a large goal into smaller, more manageable tasks, which makes the goal feel less overwhelming.

To start, you should first identify your end goal and be as specific as possible. For example, if you want to increase sales for your business, set a target like “Increase sales by 20% within the next six months.” This will give you a clear vision of what you want to achieve and make it easier to measure your progress.

Next, list the necessary actions or tasks required to reach your goal. These can be further divided into smaller tasks that are easy to understand and implement. For example, to increase sales, you could:

• Improve your online presence by revamping your website, optimizing it for search engines, and posting regularly on social media platforms.
• Reach out to potential clients through email campaigns and cold calls.
• Offer promotions or discounts to incentivize new customers to try your product or service.

Now, it’s time to set a timeline for each task. Deadlines will enable you to monitor your progress and stay on track. Assign realistic due dates for each task, and if needed, break them down into smaller milestones.

To ensure your action plan’s success, make sure to assign responsibility for each task. If you’re working with a team, delegate tasks according to each team member’s strengths, skills, and workload. This will help ensure everyone knows what their responsibilities are, and they are held accountable.

Lastly, always monitor your progress and evaluate your action plan’s effectiveness. Regularly review the tasks you’ve accomplished, and make note of the tasks that were challenging or required more time than anticipated. This self-assessment will help you improve your action plan and make necessary adjustments as you work towards your goal.

Example Action Plan

Goal : Increase sales by 20% within the next 6 months (By January 1st, 2025)

Actions : 1. Improve online presence a) Revamp website design – Due October 15th b) Optimize website for SEO – Due November 1st c) Post regularly on social media (1x/week min) – Ongoing

2. Reach out to potential clients a) Create email marketing campaign – Due September 15th b) Start cold calling campaign (10 calls/day) – Start October 1st

3. Offer promotions a) Design promotion flyers – Due September 1st b) Run month-long 20% off sale – October 1-31st

Monitoring : – Check website analytics weekly – Track new clients monthly – Evaluate sales figures monthly – Adjust plan as needed at monthly meetings

Responsibilities : – John to revamp website – Susan to handle social media – Michael to create promotions – Jennifer to manage outreach campaigns

Steps to Creating a Powerhouse Action Plan

First, identify your goal . Be specific about what you want to achieve and set a time frame for accomplishing it. This will help keep your efforts focused and prevent you from getting overwhelmed by smaller tasks. For example, instead of “increase sales”, choose “increase sales by 20% in the next six months”.

Next, break your goal down into smaller, manageable tasks . Create a list of activities or steps that must be completed in order to reach your goal. If your goal is to Increase sales by 20%, some tasks might be:

• Research your target market
• Develop a marketing strategy
• Improve product offerings
• Train your sales team

Assign a deadline and responsible party for each task on your list. This will help ensure that all tasks are completed on time and that everyone knows their role in achieving the goal. Make sure to set realistic timelines for each task, taking into consideration the resources and time available.

Here’s an example:

• Research your target market – due in one week – assigned to Jane (marketing specialist)
• Develop a marketing strategy – due in two weeks – assigned to marketing team

Monitor your progress regularly. Keep track of your progress by using tools such as calendars, project management software, or a simple spreadsheet. Regularly assess whether you’re on track to meet your goal and adjust your action plan if needed. For example, if a task is taking longer than expected, you may need to reassign resources or revise the deadline.

Celebrate your milestones and learn from setbacks . Along the way, take the time to acknowledge and celebrate your successes, as well as learn from any setbacks or challenges. This will help maintain motivation and encourage continuous improvement.

Finally, communicate your action plan to all stakeholders involved, such as employees, investors, or clients. Clear communication ensures everyone understands the goal, their responsibilities, and the expectations for the project.

Defining Clear and Smart Goals

Specific goals.

When creating your action plan, start by setting specific goals. These are clear, well-defined goals that leave no room for ambiguity. You should know exactly what needs to be accomplished and how you plan to achieve it. For example, instead of aiming for “increasing sales,” set a goal like “increase sales by 15% over the next six months.”

Measurable Goals

Your goals should be measurable so that you can track your progress and know when you’ve achieved them. This involves identifying quantifiable indicators that will help you determine your progress. For instance, if your goal is to increase sales, a measurable component can be the number of units sold or the amount of revenue generated within a specific timeframe.

Achievable Goals

When setting goals, make sure they are achievable and realistic based on your current resources and constraints. Consider your team’s capabilities, time, and budget. Unattainable goals may negatively impact your motivation and morale. For example, if you have a small team with limited resources, setting a goal to double your company’s size within a month might be unrealistic. Instead, aim for a modest yet challenging growth rate that can be achieved with your available resources.

Relevant Goals

Your action plan goals should also be relevant to your organization’s mission and vision. These are goals that align with your overall strategic plan and contribute to its long-term success. Relevant goals ensure that your efforts are focused on high-impact areas and avoid unnecessary distractions. For example, if your business is focused on sustainability, a relevant goal might be to reduce your company’s carbon footprint by 20% in the next year.

Time-bound Goals

Finally, ensure that your goals are time-bound, meaning they have a deadline for completion. Deadlines keep your team accountable and help maintain a sense of urgency, which is crucial for staying on track and achieving your objectives. A clear timeframe also allows you to measure your progress and adjust your plans as needed. For instance, you could set a goal to expand your customer base by 10% within the next quarter.

Assigning Roles and Responsibilities

When creating an action plan, it’s important to assign roles and responsibilities to your team members. This helps ensure tasks are completed efficiently and everyone is clear about their duties. Here’s how to do it effectively:

• First, identify the necessary tasks to achieve your goal. Be specific about what needs to be done and break it down into smaller steps if needed. For example, if your action plan involves promoting a new product, tasks could include designing promotional materials, creating social media posts, and reaching out to potential partners.
• Next, evaluate the skills and expertise of your team members. Consider their strengths, weaknesses, and past experiences with similar projects. This will help you match team members with tasks that best suit their abilities. For instance, someone with graphic design expertise should be responsible for creating promotional materials.
• Once you’ve determined which team members are best suited for each task, clearly communicate their roles and responsibilities. This can be done through a project management tool, an email, or a team meeting. Make sure everyone is aware of their duties and the deadlines for each task.
• Keep track of everyone’s progress, and hold regular check-ins to see how each team member is doing with their assigned tasks.
• Be open to adjusting your action plan and roles as necessary. Sometimes, unforeseen challenges can arise and require you to modify your plan.

Creating a Time Frame

When working on your action plan, it’s important to establish a realistic time frame for achieving your goals. This helps you stay on track and prioritize tasks effectively. We will walk you through the process of creating a time frame for your action plan.

• First, break down your primary goal into smaller, manageable tasks. Think of these tasks as stepping stones that will lead you toward your overall objective. For example, if your goal is to start a new business, your tasks might include researching your target market, establishing a budget, and developing a marketing strategy.
• Next, assign a deadline to each task. Deadlines should be specific and set in stone but make sure to be flexible enough to adjust as necessary. Use a calendar or planner to visualize your timeline, marking important dates and milestones. For example, you could set a four-month deadline for completing market research and a six-month deadline for securing initial funding.
• To keep yourself accountable, set reminders or notifications for important deadlines. This can be done using digital tools like smartphone apps or traditional methods, such as sticky notes on your workspace. Regularly reviewing your progress and adjusting your time frame when needed will help you stay on track.
• Lastly, consider any external factors that might impact your time frame. Are there seasonal events, holidays, or industry-specific deadlines that could affect your ability to complete tasks? Factor in these considerations as you build your timeline.

Resource Allocation

When creating an action plan, resource allocation plays a major role. You’ll need to determine the resources required for each task and how they’ll be distributed among team members. This usually includes time, budget, and human resources.

• Start by estimating the time each task will take. Break tasks down into smaller chunks and allocate a specific deadline to each. This will help you prioritize tasks and balance workloads for your team members. For example, if designing a marketing campaign takes four weeks, divide it into weekly tasks like conducting market research, creating promotional materials, and setting up advertisements.
• Next, determine the budget needed to complete your project. Identify any expenses such as salaries, equipment, software, and project-related costs like travel. Create a budget for each task to avoid overspending, and allocate funds accordingly. Using our marketing campaign example, allocate separate budgets for market research tools, graphic design tools, and advertising platforms.
• Lastly, allocate human resources to tasks based on their skills and expertise. Delegate responsibilities to your team members, ensuring that everyone has a clear understanding of their role in the project. If needed, identify additional hires or outside consultants to fill gaps in your team’s expertise. For instance, if your team lacks graphic design experience, consider hiring a graphic designer or outsourcing the work to a design agency.
• 6 Examples: How to Write a Perfect Proposal Letter (Step-by-Step)
• How to Write a Performance Improvement Plan (PIP)
• Individual Development Plan [Examples & Templates]
• How to Write a Perfect Project Plan? [The Easy Guide]
• How to Write Inspiring Core Values? 5 Steps with Examples
• 2 Detailed Examples: How To Write a Professional Email

Strategic Planner Cover Letter Examples & Writing Tips

Use these Strategic Planner cover letter examples and writing tips to help you write a powerful cover letter that will separate you from the competition.

Table Of Contents

• Strategic Planner Example 1
• Strategic Planner Example 2
• Strategic Planner Example 3
• Cover Letter Writing Tips

Strategic planners develop and implement long-term plans for their organization. They need to be able to think strategically and have a strong understanding of business principles.

When you’re applying for a strategic planner position, your cover letter is a great opportunity to highlight your skills and experience. Use these examples and tips to write a strategic planner cover letter that stands out.

Strategic Planner Cover Letter Example 1

I am excited to be applying for the Strategic Planner position at Topdown Consulting. I have a Master’s degree in Business Administration and five years of experience working as a Business Analyst. I believe that my skills and experience would be a valuable addition to your team.

I have experience conducting market research, developing business models, and creating financial forecasts. I am also proficient in using various software programs, including MS Excel, Word, and PowerPoint. I am confident that I have the skills and experience necessary to successfully carry out the duties of the Strategic Planner role.

I am a strategic thinker with a strong attention to detail. I am motivated by the challenge of taking on new projects and finding innovative solutions to complex problems. I am confident that I have the skills and experience necessary to be a successful Strategic Planner at Topdown Consulting.

Thank you for your time and consideration. I look forward to hearing from you soon with more information about the Strategic Planner role and about Topdown Consulting. I am eager to learn more about your company and how I can contribute to your success.

Strategic Planner Cover Letter Example 2

I am writing in regards to the open Strategic Planner position at your company. I am confident that I have the skills, experience, and qualifications that would make me the perfect candidate for the job.

I have over three years of experience in the industry, and during that time I have successfully delivered on a variety of strategic planning initiatives. I have a deep understanding of the planning process, and I am well-versed in using various planning tools and techniques. I am also an expert at creating and executing action plans, and I have a proven track record of delivering results.

I am a highly motivated and results-oriented individual, and I am confident that I would be a valuable asset to your team. I would be grateful for the opportunity to discuss my qualifications with you in further detail. Thank you for your time and consideration.

Strategic Planner Cover Letter Example 3

I am writing to express my interest in the Strategic Planner position that you have posted. I believe that my experience as a strategic planner, coupled with my education and work experience, make me an ideal candidate for this position.

I have been working as a strategic planner for the past five years. My job has required me to develop and implement strategies for a variety of different companies. I have worked on projects ranging from developing new products to improving customer service. I have also worked on projects that were designed to help companies expand into new markets. These projects have allowed me to develop my skills in both strategy and marketing.

One of the most important aspects of my job has been working with clients to develop their strategies. I have found that many companies do not know what they want or how to achieve it. This is why I have developed my skills in communication and leadership. I have learned how to communicate effectively with all levels of management and how to lead teams through the development process.

I would like the opportunity to meet with you in person so that we can discuss my qualifications and your needs in more detail. I am confident that my experience and education will allow me to be an asset to your company.

Strategic Planner Cover Letter Writing Tips

1. show your creativity.

When writing a cover letter for a strategic planner role, it’s important to show hiring managers that you have the creativity and problem-solving skills needed for the job. One way to do this is by describing a time when you had to come up with a creative solution to a difficult problem.

You can also showcase your creativity by talking about how you developed innovative ideas or plans in the past. For example, you might have increased sales by 20% by introducing a new marketing campaign, or increased customer satisfaction by 20% by revamping the company’s customer service strategy.

2. Tailor your cover letter to the job description

The best way to make sure your cover letter is tailored for a specific job is by paying close attention to the details of the position. For example, if you see that a strategic planner opening requires someone with experience in market research, then highlight any relevant experience you have in that area.

If there are any additional requirements or skills mentioned for that job, also list them on your application; this will help make it clear how you can meet their needs.

3. Demonstrate your problem-solving skills

Hiring managers are looking for individuals who can think outside the box and come up with creative solutions to problems. To show that you have the problem-solving skills they’re looking for, describe a time when you had to face a difficult challenge and how you were able to overcome it.

You can also talk about how you use data and analytics to make informed decisions, or how you’re able to think strategically about long-term goals.

4. Proofread your cover letter

Proofreading your cover letter is the first step to landing an interview for a strategic planner role. As with any position, it’s important to spell-check and double-check that there are no errors in your resume or cover letter. Otherwise, you risk being disqualified before the employer even sees your qualifications.

Practice Administrator Cover Letter Examples & Writing Tips

Commercial credit analyst cover letter examples & writing tips, you may also be interested in..., microbiologist cover letter examples, park manager cover letter examples & writing tips, procurement coordinator cover letter examples, costume designer cover letter examples & writing tips.

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

• Google Login

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

• Google Analytics

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

• Google Tag Manager
• Infographics
• Daily Infographics
• Popular Templates
• Accessibility
• Graphic Design
• Graphs and Charts
• Data Visualization
• Human Resources
• Beginner Guides

Blog What is an Action Plan & How to Write One [With Examples]

What is an Action Plan & How to Write One [With Examples]

Written by: Danesh Ramuthi Oct 26, 2023

An action plan is a meticulously structured strategy that pinpoints specific steps, tasks and resources vital to turning a goal into reality. It is extremely useful in any project management. 

Crafting an action plan is like plotting a route for a cross-country journey. It’s the strategic map that outlines every step, decision and pitstop needed to reach your ultimate destination.

With a well-thought-out action plan, you’re not just shooting in the dark; you’re making informed, purposeful strides towards your goals. Dive deep with our guide and witness real-world examples that will inspire and guide you.

Need a tool to kickstart your planning? Try out the Venngage business plan maker and explore their extensive collection of action plan templates .

Click to jump ahead: 

What is the purpose of an action plan?

When to develop an action plan, 7 components of a actions plan, 15 action plan examples.

• How to Write an action plan?

Final thoughts

An action plan serves as a strategic tool designed to outline specific steps, tasks and goals necessary to achieve a particular objective.

Its primary purpose is to provide a clear roadmap and direction for individuals, teams or organizations to follow in order to efficiently and effectively accomplish their goals. 

Action plans break down complex projects into manageable, actionable components, making it easier to track progress and stay on course.

Moreover, action plans play a crucial role in fostering accountability and coordination among team members. By assigning responsibilities and deadlines for each task or milestone, they ensure that everyone involved is aware of their roles and the overall timeline, reducing confusion and enhancing teamwork. 

Additionally, action plans help in resource allocation, budgeting and risk management by enabling stakeholders to identify potential challenges and plan for contingencies. 

Overall, the purpose of an action plan is to transform abstract goals into concrete actions, making them more achievable and measurable while ensuring that the resources and efforts are aligned with the desired outcomes.

Developing an action plan is crucial when you’re looking to achieve a specific goal or outcome. Here are instances when you should consider developing an action plan:

• Start of an organization : Ideally, an action plan should be developed within the first six months to one year of the start of an organization. This initial plan lays the groundwork for the future direction and growth of the entity.
• Project initiation : At the start of any project, an action plan helps to clearly define the tasks, responsibilities, and timelines.
• Goal setting : Whenever you or your organization sets a new goal. Action plans transform these goals from abstract ideas into concrete steps.
• Strategic planning : For long-term visions and missions, action plans break down the journey into manageable pieces, each with its timeline and responsible parties.
• Performance improvement : If there are areas where performance is lacking, whether it’s personal or organizational, an action plan can outline the steps needed to elevate performance.

An action plan is a detailed outline that breaks down the steps necessary to achieve a specific goal. Here are the typical components of an action plan.

1. Objective or Goal

The cornerstone of your action plan is the objective or goal. This should be a clear and concise statement outlining the desired outcome or result. Having a well-defined objective provides a direction and purpose to the entire plan, ensuring all tasks and actions are aligned towards achieving this singular aim.

2. Tasks or Actions

Once the objective is set, the next step is to list down the specific tasks or actions required to achieve this goal. These tasks should be broken down into detailed steps, ensuring no essential activity is overlooked. The granularity of these tasks can vary based on the complexity of the goal.

3. Set deadline

For each task or action, set a realistic and achievable deadline. This timeline ensures that the plan stays on track and that momentum is maintained throughout the execution. It also allows for monitoring progress and identifying potential delays early.

4. Resources needed to complete the project

It’s crucial to recognize and list the resources you’ll need to complete the tasks. This can encompass financial resources, human resources, equipment, technological tools or any other assets. Identifying these early ensures that there are no bottlenecks during execution due to a lack of necessary resources.

5. Person responsible

Assign a person or a team for each task. This designation ensures accountability and clarity. When individuals are aware of their responsibilities, it reduces overlap, confusion and ensures that every task has someone overseeing its completion.

6. Potential barriers or challenges

Every plan will face challenges. By anticipating potential barriers or obstacles, you can be better prepared to address them. This proactive approach ensures smoother execution and less reactionary problem-solving.

7. Measurement of key performance indicators (KPIs)

Determine how you’ll measure the success of each task or the plan overall. KPIs are tangible metrics that allow you to gauge progress and determine whether you’re moving closer to your goals and objectives. They offer a quantifiable means to evaluate success.

Action plans serve as blueprints, guiding the steps and resources needed to achieve a specific goal. 

They come in various formats, tailored to different scenarios and objectives. Here, we present a range of action plan examples that cater to diverse purposes and situations. 

From business strategies to simple task lists, these examples illustrate the versatility and importance of well-structured planning.

Business action plan example

A business action plan is essentially a strategy roadmap, meticulously tailored for realizing broader business objectives. By crafting a solid action plan, businesses can channel their resources, manpower and strategies in a direction that harmonizes with their larger vision.

Key to this plan is the identification and alignment of steps that resonate with the company’s comprehensive strategy, ambitions of growth and aspirations for operational enhancements. 

While this might entail a myriad of specific steps based on unique business goals, some common elements include setting clear key performance indicators (KPIs), undertaking a thorough SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis to grasp the current business landscape and establishing a timeline to keep track of progress.

Furthermore, allocating responsibilities to team members or individuals ensures that every aspect of the strategy has a dedicated focus. Budgeting, essential to the success of the action plan, ensures that every initiative is financially viable and sustainable. 

Regular reviews and iterations based on feedback and changing market dynamics keep the action plan agile and relevant.

Related: 5 Steps to Create an Actionable Employee Development Plan [with Templates & Examples]

Company action plan example

A comprehensive company action plan serves as the strategic linchpin, ensuring a coherent and coordinated approach to realizing organizational goals. Central to this plan is the incorporation of rigorous market research and analysis, which provides insights into consumer behaviors, market trends and potential opportunities. 

Equally vital is the focus on product development and procurement, ensuring that the offerings align with market demands and stand out in terms of quality and relevance. 

Alongside, adept legal and financial management safeguards the company’s interests, ensuring compliance with regulations and prudent fiscal oversight.

Moreover, the essence of any successful company action plan lies in its sales and marketing strategies. These define how the products or services are positioned and promoted in the market, ensuring visibility and engagement with the target audience. 

However, while acquisition is crucial, retention plays an equally significant role. Hence, impeccable customer service and nurturing relationships become indispensable components, fostering loyalty and ensuring that clients remain ambassadors for the brand long after the initial transaction.

Related: 30+ Project Plan Examples to Visualize Your Strategy (2023)

Sales action plan example

A well-structured sales action plan serves as the backbone for systematic and efficient progress. Central to this plan is the identification and utilization of the most effective sales channels, whether they are direct, online or through third-party avenues. 

Clarity on the products and services on offer, combined with their unique selling propositions, facilitates tailored and resonant sales pitches. 

Budget considerations ensure that resources are judiciously allocated, balancing the act between expenditures and potential returns. This financial prudence is complemented by setting realistic sales projections, which act as both a motivational target and a yardstick for success.

Timelines, or proposed deadlines, infuse the process with a sense of urgency, ensuring that the momentum of the sales drive is maintained. 

However, the true measure of the action plan’s efficacy lies in its key performance indicators (KPIs). These metrics, be it lead conversion rates or customer retention figures, serve as tangible markers, highlighting the plan’s strengths and signaling areas that might require recalibration to increase sales.

Corrective action plan example

The essence of a corrective action plan lies in its meticulous structure, tailored to address and rectify deviations or inefficiencies identified within an organization. At its core, each action item serves as a focal point, detailing specific areas or processes that require intervention. 

Accompanying each action item is a clear description that provides a comprehensive understanding of the issue at hand. 

However, merely identifying a problem isn’t enough; delving deep into its origins through root cause analysis ensures that solutions target the fundamental issues, rather than just addressing superficial symptoms. 

This analysis then paves the way for defining the corrective action, a tangible step or series of steps designed to mitigate the identified problem and prevent its recurrence.

Besides, to ensure the plan’s effectiveness, assigning a responsible person to each action item is paramount. This individual or team is entrusted with the task’s execution, ensuring accountability and focus. 

The status of each action keeps stakeholders informed about the progress, be it in the planning phase, ongoing, or completed. 

Lastly, setting a due date for each corrective action introduces a sense of urgency and purpose, ensuring that issues are addressed in a timely manner, minimizing disruptions and maximizing operational efficiency.

Simple action plan example

A simple action plan strips away the layers of complexity, offering a concise and direct approach to achieving a goal or addressing an issue. This type of plan is characterized by its straightforward structure, devoid of extraneous details, yet powerfully effective in its clarity. 

It is specifically designed for tasks or objectives that don’t necessitate elaborate strategies or multi-layered approaches.

The core components of a simple action plan usually include a clear statement of the task or objective at hand, followed by a sequence of actions or steps to be taken. 

Each step is described succinctly, ensuring that anyone involved has a clear understanding of what is expected. Responsibilities are defined clearly, with each task allocated to an individual or a team, ensuring accountability. Timelines might be integrated, providing a clear framework for completion, even if they’re just broad milestones. 

Regular check-ins or assessments, although minimal, might be incorporated to monitor progress. 

The beauty of a simple action plan lies in its agility and adaptability, making it particularly suited for individual projects, short-term tasks or situations where a rapid response is required.

How to write an action plan?

Creating an effective action plan is a foundational step towards turning aspirations into tangible results. It provides a clear roadmap, ensuring that each step taken aligns with the overall objective.

Whether you’re aiming to enhance a business process or achieve a personal goal, a well-drafted action plan can be your guiding light. Here’s key steps on how you can craft one:

• Step 1: Establish SMART goals: Initiating with a goal that is specific, measurable, achievable, relevant and time-bound ensures you have a clear and focused endpoint in sight. Smart goals serves as the cornerstone for your entire strategic blueprint.
• Step 2: Determine necessary tasks: Decompose your overarching objective into smaller, actionable tasks. This modular approach not only makes the mission less daunting but also provides a sequential pathway to goal attainment.
• Step 3: Assign essential resources: Depending on the tasks at hand, designate necessary resources, be they human, financial or technological. This ensures that every activity has the backing it needs for successful execution.
• Step 4: Prioritize tasks by importance: Not all tasks hold equal weight. Determine the hierarchy of tasks based on their impact on the goal and their time sensitivity. This allows for a systematic progression.
• Step 5: Outline timelines and key markers: With tasks in hand, set clear deadlines for each. Introduce milestones, which act as periodic check-ins, ensuring you’re on track and allowing for celebrations of smaller victories.
• Step 6: Oversee and modify your strategy blueprint: As you progress, there will invariably be learnings and challenges. Regularly review your plan to make necessary adjustments, ensuring its relevance and effectiveness.
• Step 7: Consider ready-to-use templates: If starting from scratch feels overwhelming, lean on structured templates to guide your planning. There’s plenty of business plan softwares and platforms such as  Venngage that offer a plethora of action plan templates , tailored to various needs, which can significantly streamline the process.

An action plan is more than just an action steps, it’s a strategic blueprint that bridges the gap between aspirations and realizations. 

Through this comprehensive guide, I’ve walked you through the purpose, ideal timings, core components, and practical examples of action plans across various domains. 

Leveraging tools of project management , you can track progress, assign tasks and ensure every team member stays on the same page. 

It’s not just about setting goals, but about strategically planning every step, ensuring tasks completed align with the larger project goals. 

Remember, success isn’t just about having goals but about charting the right course to achieve them

And if you’re looking to supercharge your planning efforts, don’t miss out on the Venngage business plan maker. 

Dive into their extensive collection of action plan templates and make your strategic planning both efficient and effective. 

Discover popular designs

Infographic maker

Brochure maker

White paper online

Newsletter creator

Flyer maker

Timeline maker

Letterhead maker

Mind map maker

Ebook maker

The 46 Best Cover Letter Examples: What They Got Right

Published: May 22, 2024

I’ve sent plenty of cover letters throughout my career, so I know it isn’t usually fun to write one. Fortunately, the cover letter examples I painstakingly gathered below show that it’s possible to have a little fun with your job search — and maybe even make yourself a better candidate in the process.

I was shocked upon learning 45% of job seekers don’t include a cover letter when applying for a job. I definitely don’t recommend following the crowd on this matter because your cover letter is a chance to tell the stories your resume only outlines.

It’s an opportunity for you to highlight your creativity at the earliest stage of the recruitment process.

Are you ready to showcase your unique skills and experience? Or are you looking for more tips and cover letter inspiration?

Keep reading for 40+ cover letter examples, then check out tips for cover letter formatting and what makes a cover letter great.

Table of Contents

Customizable Cover Letter Examples

Best cover letter examples, short cover letter examples, creative cover letter examples, job cover letter examples, career cover letter examples, what’s on a cover letter, what makes a great cover letter.

In a hurry for a cover letter example you can download and customize? Check out the ones below from HubSpot’s cover letter template kit .

1. Standard Cover Letter Example

5 Free Cover Letter Templates

Five fill-in-the-blank cover letter templates to help you impress recruiters.

• Standard Cover Letter Template
• Entry-Level Cover Letter Template
• Data-Driven Cover Letter Template

You're all set!

Click this link to access this resource at any time.

What does a good cover letter look like in practice, and how can you make yours stand out? I found six examples from job seekers who decided to do things a bit differently.

Note: Some of these cover letters include real company names and NSFW language that I've covered up.

4. The Cover Letter That Explains ‘Why,’ Not Just ‘How’

You may already know how to talk about how you’ll best execute a certain role in your cover letter. But there’s another question you might want to answer: Why the heck do you want to work here?

The Muse , a career guidance site, says that it’s often best to lead with the why — especially if it makes a good story.

I advise against blathering on and on, but a brief tale that illuminates your desire to work for that particular employer can really make you stand out.

In an increasingly digitized world, where customer-centric strategies are vital for business success, I am thrilled to apply for the [Job Title] position at HubSpot."

Unhelpful Cover Letter Introduction:

"To Whom it May Concern,

I am applying for the [Job Title] position at HubSpot. I have some experience in marketing and can help your clients grow their businesses."

Relevant Professional Experience

It can be tempting to use the same cover letter for every job. After all, it‘s about your experience, isn’t it? But it's not enough to rephrase the work history in your resume.

Recruiters and hiring managers are looking to fill a specific role, so you need to show how your experience translates to their unique needs.

So, the body of a great cover letter should showcase the specific professional experiences that are relevant to the job you're applying for. Emphasize your accomplishments and skills that directly relate to what the job needs.

To speed up this part of the cover letter writing process, start by creating a list of your transferable skills . Drafting this list can help you quickly focus on the skills to highlight in your cover letter.

Then, use AI tools to summarize job descriptions and narrow in on where your experience and the needs of the role you're applying for overlap. This post is full of useful AI assistant tools if you're new to AI.

Helpful Cover Letter Experience:

“At [Company Name], I had the opportunity to assist a global ecommerce retailer in enhancing their online customer experience. By conducting in-depth market research and customer journey mapping, I identified pain points and areas of improvement in their website navigation and user interface.”

Unhelpful Cover Letter Experience:

“I also worked with an ecommerce retailer to improve the customer experience. We did some surveys and training, and they were happy with the results.”

Useful Examples

To make your cover letter stand out, add specific examples that show how you've solved problems or gotten results in past roles.

Quantify your accomplishments whenever possible, using data to give the reader a clear understanding of your impact.

Helpful Cover Letter Example:

“I lead a team of five content writers while increasing website traffic by 18% year-over-year.”

Unhelpful Cover Letter Example:

“I have a great track record of leadership and achieving fantastic results.”

Research and Company Knowledge

Hiring teams aren‘t hiring anyone with the skills to do the job. They’re hiring a person they'll work alongside at their specific company.

So, to show that you‘re not just looking for any job anywhere, share your knowledge of the company’s industry, values, and culture in your cover letter.

Spend some time on the company website and take notes on what makes this business interesting to you and why you would want to work there.

Then, explain how your skills align with the company's mission and goals and explain how you could add to their chances of success. This will showcase your interest in the company and help them see if you are a good cultural fit.

Helpful Cover Letter Research:

“I was particularly drawn to HubSpot not only for its industry-leading solutions but also for its exceptional company culture. HubSpot's commitment to employee development and fostering a collaborative environment is evident in its recognition as a top workplace consistently. I strongly believe that my passion for continuous learning, self-motivation, and dedication to contributing to a team will make me a valuable asset to HubSpot.”

Unhelpful Cover Letter Research:

“I have been inspired by HubSpot's commitment to inbound marketing and its comprehensive suite of solutions. HubSpot's dedication to providing valuable content and fostering meaningful relationships aligns with my own values and aspirations.”

Clear Writing

Your cover letter needs to pack in a lot of important information. But it's also important that your cover letter is clear and concise.

To accomplish this, use professional but easy-to-understand language. Be sure to remove any grammar or spelling errors and avoid lengthy paragraphs and avoid jargon or overly technical language.

You may also want to use bullet points to make your letter easier to skim. Then, proofread your cover letter for clarity or ask a friend to proofread it for you.

• Guide to Becoming a Better Writer
• Tips for Simplifying Your Writing

Helpful Cover Letter Writing:

"In addition to my academic accomplishments, I gained valuable practical experience through internships at respected law firms.

Working alongside experienced attorneys, I assisted in providing legal support to clients. This hands-on experience helped me develop a deep understanding of client needs and enhanced my ability to effectively communicate complex legal concepts in a straightforward manner."

Unhelpful Cover Letter Writing:

"Furthermore, as a complement to my academic accomplishments, I have garnered invaluable practical experience through internships at esteemed law firms.

Throughout these placements, I actively collaborated with seasoned attorneys to conduct due diligence and furnish clients with comprehensive legal support. Notably, these experiences fostered a profound comprehension of client necessities, whilst honing my legal acumen to articulately convey intricate legal principles within a lucid and concise framework, adhering to applicable precedents and statutes of limitations."

Genuine Interest and Enthusiasm

Find ways to convey your passion for the role and how excited you are to contribute to the company you're applying to. At the same time, make sure your interest feels authentic and outline how it aligns with your career goals.

Your ultimate goal is an enthusiastic letter that feels honest and leaves a lasting positive impression.

Showing excitement in writing doesn't come naturally for everyone. A few tips that can help you boost the genuine enthusiasm in your letter:

• Record audio of yourself speaking about the role, then use voice-to-text technology to transcribe and add these sections to your letter.
• Choose your words carefully .
• Write in active voice.

Helpful Cover Letter Tone:

“I am genuinely enthusiastic about the prospect of joining [Company/Organization Name] as an accountant. My combination of technical proficiency, eagerness to learn, and strong attention to detail make me an ideal candidate for this role. I am confident that my dedication, reliability, and passion for accounting will contribute to the continued success of your organization.”

Unhelpful Cover Letter Tone:

“Honestly, I can hardly contain my excitement when it comes to reconciliations, financial statement analysis, and tax regulations! Engaging in spirited discussions with professors and classmates has allowed me to foster an unbreakable bond with the fascinating world of accounting, and I'm positively bursting with enthusiasm at the prospect of applying my skills in a professional setting.”

Memorable Conclusion

End your cover letter on a strong note. Summarize your top qualifications, restate your interest in the position, and express your interest in future communication.

Then, thank your reader for their time and consideration and include your contact information for easy follow-up.

To make your conclusion memorable, think about what parts of your letter you‘d most like the hiring manager to keep top of mind. Then, consider your word choice and phrasing. If you’re feeling stuck, this list of ways to close an email can help.

Helpful Cover Letter Conclusion:

"Thank you for considering my application. I am excited about the opportunity to further discuss how my qualifications align with the needs of Greenpeace. Please feel free to contact me at your convenience to arrange an interview.

Together, let's make a lasting impact on our planet.

[Your Name]"

Unhelpful Cover Letter Conclusion:

"Thank you for considering my application. I look forward to the possibility of discussing my qualifications further and how I can contribute to Greenpeace's mission. Please feel free to contact me at your convenience to arrange an interview.

I’d like to add another stage to the job search: experimentation.

In today’s competitive landscape, it’s so easy to feel defeated, less-than-good-enough, or like giving up your job search.

But don’t let the process become so monotonous. Have fun discovering the qualitative data I’ve discussed here — then, have even more by getting creative with your cover letter composition.

I certainly can’t guarantee that every prospective employer will respond positively — or at all — to even the most unique, compelling cover letter. But the one that’s right for you will.

So, get inspired by these examples and templates. Write an incredible cover letter that shows the hiring team at your dream job exactly who you are.

Editor's note: This post was originally published in October 2020 and has been updated for comprehensiveness. This article was written by a human, but our team uses AI in our editorial process. Check out our full disclosure to learn more about how we use AI.

Don't forget to share this post!

Related articles.

How to Write an Internship Cover Letter [Expert Advice & Examples]

How to Start a Cover Letter That Gets You Your Dream Job

General Cover Letter: 15 Cover Letter Templates to Perfect Your Next Job Application

Is a Cover Letter Necessary in 2024?

Letter of Interest Tips, Templates & Examples [A 2023 Guide]

The Ultimate Guide to Writing a Cover Letter

Eight Cover Letter Greetings for Every Situation

7 Expert Cover Letter Tips to Get the Job

Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments — all on one easy-to-use platform

AI ASSISTANTS

Upmetrics AI Your go-to AI-powered business assistant

AI Writing Assist Write, translate, and refine your text with AI

AI Financial Assist Automated forecasts and AI recommendations

TOP FEATURES

AI Business Plan Generator Create business plans faster with AI

Financial Forecasting Make accurate financial forecasts faster

INTEGRATIONS

Quickbooks Sync and compare with your quickbooks data

Strategic Planning Develop actionable strategic plans on-the-go

AI Pitch Deck Generator Use AI to generate your investor deck

Xero Sync and compare with your Xero data

See how it works  →

AI-powered business planning software

Very useful business plan software connected to AI. Saved a lot of time, money and energy. Their team is highly skilled and always here to help.

- Julien López

BY USE CASE

Secure Funding, Loans, Grants Create plans that get you funded

Starting & Launching a Business Plan your business for launch and success

Validate Your Business Idea Discover the potential of your business idea

Business Consultant & Advisors Plan with your team members and clients

Business Schools & Educators Simplify business plan education for students

Students & Learners Your e-tutor for business planning

• Sample Plans

WHY UPMETRICS?

Reviews See why customers love Upmetrics

Customer Success Stories Read our customer success stories

Blogs Latest business planning tips and strategies

Strategic Planning Templates Ready-to-use strategic plan templates

Business Plan Course A step-by-step business planning course

Ebooks & Guides A free resource hub on business planning

Business Tools Free business tools to help you grow

How to Write a Business Plan Cover Letter?

Business Plan Cover Pages

• December 12, 2023

10 Min Read

Whether you’re approaching investors, business partners, stakeholders, or employees—making a good first impression is essential to getting your business plan approved. There’s zero room to mess up this opportunity.

This is where a cover letter helps you.

A cover letter introduces your business plan and persuades the reader to give your proposal a read. If you craft it well, your readers will likely take your business plan more seriously.

So, what is the process of writing a crisp business plan cover letter that’s detailed enough to engage readers? In this article, we’ll cover that and also share a cover letter template to help you get started.

Let’s dive right in.

What is a business plan cover letter?

A business plan cover letter is a formal document that accompanies your business plan and introduces you and your business venture to potential investors or lenders. In other words, it’s a way to sell your business idea and show why you believe in it.

In the same way that a job seeker presents a cover letter alongside their resume to an employer to get hired, you need a cover letter to accompany your business plan to secure funding or a business loan.

Why is a business plan cover letter important?

The cover letter of your business plan serves as a first impression for readers. It’s important to get it right so that it’s easier to achieve what you want with your business plan.

Here’s what makes a formal cover letter important for your business plan.

• Sets the tone for what’s to come (the content) and helps you focus readers’ attention on important aspects.
• Helps establish a personal connection before readers dive into the details and technicalities of your business.
• Helps add a humane touch to your business proposal by weaving an engaging narrative around your business vision.
• Acts as an asset when you’re seeking investment by offering valuable information and piquing investors’ interest to read your detailed plan.

That being said, a well-written cover letter attracts and retains the right audience by explicitly stating the intent and context of your business plan.

How to write a business plan cover letter?

Before you start the process of writing a cover letter, ensure that you complete your business plan in detail. Remember, no matter how well you craft your cover letter, it won’t get you far if your business plan lacks weight.

Once your business plan is ready, follow these steps to write a good cover letter:

1. Create a header

The header of your business plan cover letter should include the following:

• Business name
• Contact information
• Name of investor and their institution
• Investor’s Address

If you’re sending the document via email, there’s no need to write a header, and you can jump straight to addressing the recipient with a formal greeting.

2. Address the recipient

Unless you don’t know the recipient’s name, don’t make the mistake of addressing them as “To whom it may concern.” It may give the impression that you haven’t researched the person you’re sending your business plan to.

And definitely don’t address them as “Dear investors.” Sounds unprofessional.

The solution? Address the recipient’s name, such as “Dear Mr. Green” or “Dear Ms. Jones.” It sets a good tone and is preferred over a generic greeting.

3. Make a strong start

The first paragraph of your letter should immediately grab the reader’s attention and pique their interest.

It should touch on the following key points:

• The intent of the letter
• Reason to work with this investor
• A funding utilization plan to scale the business

It should explain clearly as to why your business is a good investment opportunity.

In the following paragraphs, you can quickly cover details about the ownership type, legal formation, the structure of the business, company history, and any notable achievements.

Make sure you remain brief and crisp while offering this information.

4. Support your statements

Claims made without evidence don’t mean much. You need to provide some form of data or facts to prove that you’re worth the risk.

This is admittedly hard to do if you’re a startup since most startups fail. So, it’s a good idea to track the key startup metrics to assess your financial position and the overall viability of your business idea.

5. Close with an acknowledgment

The last paragraph of a cover letter should emphasize three things: your interest in working with the investor, the value of this opportunity, and the timeline of how you expect things to happen.

Once done, thank the reader for their time, express your eagerness to see their response, and request a meeting to discuss things further. End the letter with a formal sign-off.

And that’s everything a cover letter must include!

But before you start writing your cover letter, check the next section.

Tips for writing a formal cover letter for your business plan

Here are some tips for creating a good cover letter for business plans:

• Keep the letter short and descriptive, up to one or two pages.
• Use a formal, conversational tone, and avoid slang, jargon, and contractions. The easier it’s to read your letter, the better.
• Address the reader by name, and avoid using “To Whom It May Concern.”
• Mention your professional background, the competency of the management team, and how it benefits the business.
• Mention the individuals, institutions, or banks that have invested in your organization in the past.

These tips and a good design will help you create a professional-looking cover letter to keep your investors interested.

Upmetrics’ business plan cover letter template

Check out this sample business plan cover letter template you can modify and use to send along with your business plan.

[Your Name] [Your Company’s Name] [Your Address] [Your Contact Information] [Date]

[Investor’s Name] [Investor’s Company Name] [Investor’s Address] Dear [Investor’s Name],

I am writing to request your investment in [Your Business Name]. We are [brief overview of your business] and believe that [Your Business Name] has great potential to be a valuable addition to your portfolio.

[Provide a brief description of your current financial situation and how you’ll use the funds]

[Mention your unique selling proposition]

Attached is a copy of our business plan, which provides more information about our company and product offerings. We would appreciate it if you could take the time to review our plan and offer your feedback. We look forward to working with you.

Thank you for your time and consideration.

Sincerely, [Your Name].

Business Plan Cover Letter Example

Here are a few examples of business plan cover letters for your reference:

Cover letter example 1

William Cutler Cutler and Colors Co. 132, My Street, Kingston New York 12401 [email protected] February 17, 2023

James F. Miller Miller Industries Pvt. Ltd. 1234 NW Bobcat Lane, St. Robert, Missouri Dear Mr. Miller,

Cutler and Colors is an emerging fashion retailer in New York City specializing in men’s garments, and we’re looking to expand to six more cities in the U.S. by the end of 2023. With your financial support, we project to double our production and strengthen our supply chain efficiency.

We believe Cutler and Colors will be a valuable addition to your portfolio. Currently, we have $220,000 of our own funds invested in the business and are looking to raise an additional $500,000. The money will be used to hire more staff, set up new stores, purchase new equipment, and advertise online.

By streamlining our supply chain, we intend to undercut our competitors and offer high-quality garments at an affordable price.

Attached is a copy of our business plan which provides more information on our organization and product offerings. We would appreciate it if you could review our plan and provide feedback. We look forward to working with you.

Sincerely, William Cutler

Cover letter example 2

Emily Thompson GreenTech Innovations Inc. 789 Oak Avenue, Suite 12 San Francisco, CA 94105 [email protected] March 8, 2023

Robert J. Smith Smith Ventures LLC 456 Maple Street Denver, CO 80202

Dear Mr. Smith,

GreenTech Innovations Inc. is a forward-thinking company in the renewable energy sector based in San Francisco. We specialize in developing cutting-edge solar panel technology and plan to expand our operations to three more states by the end of 2024. With your financial backing, we aim to increase our production capacity and enhance our research and development capabilities.

We currently have $500,000 of our own capital invested and are seeking an additional $1,200,000 to support our growth. The funds will be allocated towards hiring additional engineers, upgrading our manufacturing facilities, and expanding our marketing efforts to reach a wider audience.

Our unique selling proposition lies in our innovative solar panels that boast 20% higher efficiency than the industry standard, allowing us to offer customers greater energy savings and a shorter return on investment.

Attached is a copy of our business plan, which provides more information on our company and product offerings. We would appreciate it if you could review our plan and offer your feedback. We look forward to collaborating with you.

Sincerely, Emily Thompson

Cover Letter Example 3

Michael Harris UrbanEats LLC 1010 Broadway, Suite 305 Seattle, WA 98122 [email protected] April 15, 2023

Linda K. Johnson Johnson Capital Partners 789 Pine Street Austin, TX 78701

Dear Ms. Johnson,

UrbanEats LLC is a fast-growing food delivery service focused on providing healthy, organic meal options in Seattle. We are eager to expand our services to four additional cities by the middle of 2024. With your investment, we plan to scale our operations and enhance our delivery infrastructure.

We have invested $300,000 of our own funds and are seeking an additional $750,000. The investment will be used to lease new kitchen spaces, hire more chefs and delivery personnel, and enhance our mobile app to improve user experience.

Our unique selling proposition is our commitment to sustainability and healthy living. We offer meals made from locally sourced, organic ingredients, which sets us apart from other food delivery services.

Attached is a copy of our business plan, which provides more information about our company and product offerings. We would appreciate it if you could review our plan and provide feedback. We look forward to the possibility of working with you.

Sincerely, Michael Harris

Tailor a cover letter to send with your business plan

A cover letter is the first thing an investor would read before diving into your business plan. Clearly, a lot riding on a good first impression.

Now, identify the information that is of utmost importance to your readers, and using the template above, devise an engaging summary for your cover letter.

However, if you still haven’t completed your business plan, do that first.

Let the Upmetrics business planning app help you craft compelling business plans in just about 10 minutes. All you need to do is offer some basic business details, and its AI business plan generator will quickly whip up a fresh plan custom-made for you.

Add your business plan cover letter to it, and you’re all set to get your proposals approved.

Build your Business Plan Faster

with step-by-step Guidance & AI Assistance.

Frequently Asked Questions

How long should a business plan cover letter be.

Ideally, one page. If there’s more to add, a maximum of two pages is permissible. That said, it’s best to write a shorter cover letter than a longer one.

Can I include statistics in a business plan cover letter?

Yes, you can mention data in your cover letter to support your claims, but don’t overdo it. Your business plan already highlights your financials and future projections in great detail.

Can I skip writing a business plan cover letter?

If you’re sending a physical copy of your business plan to an investor or lender, it’s crucial to attach a cover letter. However, a cover letter isn’t necessary if you’re sending it via email, as you can simply write a note in the email’s body.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

Related Articles

How to Prepare a Financial Plan for Startup Business (w/ example)

Business Plan Table of Contents

How to Write an Operations Plan Section of your Business Plan

Reach your goals with accurate planning.

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee