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Action Plan Template
The following template should be used for Action Plans to be submitted to the Compliance staff and Compliance Advisory Panel and
for ultimate publication on the IFAC website. Each SMO area should be addressed in a separate section of the Action Plan. For SMO
areas where Policy Recommendations were issued, actions should address all agreed Policy Matters. For SMO areas where the
organization appears to be using best endeavors, the Action Plan should indicate that processes are in place to support continuous
use of best endeavors.
Description of the Template Columns
For more detailed guidance please refer to the Guidance Notes on the Part 3, Action Plans available from the Compliance Program
website at
When drafting Action Plans members and associates are required to use the template. In summary, the three main information columns
(Actions, Responsibility, and Resource) should indicate the following information:

Actions colum