Action Plans that Work
Action plans result from a variety of initiatives including strategic planning, conversations with a boss, or brainstorms with a team. When we want to dig a little deeper, we use an action planning model that goes further than traditional action plans by identifying barriers, resources, communications, monitoring, etc.
We have included a template for this type of action planning as a downloadable Word document. This template includes just a simple table where you can list three different initiatives and then all of the important components of that initiative:
- Beneficiary – who benefits from this initiative (not necessary the same people as those who perform)
- Purpose – what is the overarching point of completing this initiative? What will be different?
- KPI – Key performance Indicators are quantitative measures of change. How will you measure success?
- Responsible personnel – who is responsible for leading this initiative?
- Process – the steps to follow to complete the initiative (usually multiple steps)
- Expected barriers – what might get in the way of success for this initiative? What kind of resistance might you encounter?
- Needed resources – What will you needed to get it done: people, funding, advocacy, etc.
- Communications plan – How will you talk about this initiative to your key stakeholders?
- Timeline – When will the initiative take place or be completed?
- Monitoring plan – How and how often will you track the progress of this initiative?
Rothwell (2011). Assessing and feeding back data for organization development practitioners and trainers: Organizational diagnosis. Unpublished training material.