Action Plans

An action plan is a strategic planning tool used to record the tasks required to reach a goal. It is like a roadmap that divides the tasks into actionable segments along a timeline. Each task has its own due date and person responsible for completing it. An action plan can also be used to track a project’s schedule and budget. It is a living document and can be updated or adjusted to meet the organization’s needs.

An action plan can include:

  • A well-defined goal description
  • Steps or tasks that need to be complete to reach the goal
  • Names of people assigned to each task
  • Deadlines and milestones
  • Necessary resources
  • Measures for evaluating progress

Instructor-Led Training

Ask participants to begin an action plan on how they will implement what they have learned in class when they return to their workplace. Ask them to identify two or three changes they want to make, any resources they will need, any incremental steps they will need to take in preparation, people who can assist or collaborate, and personal deadlines. You can create a template to facilitate their planning.


Web Conference Training

If the course features collaborative work over several weeks, ask participants to create an action plan outlining the incremental tasks, roles, responsibilities, resources required, and deadlines. Participants can use the Gantt chart plug-in for PowerPoint to detail the timeline for their project.