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    Steps in Making An Action Plan

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    John Matthew Cereno
    The document discusses what an action plan is and provides steps to create an effective action plan. An action plan is a checklist of tasks needed to achieve goals and includes the goal, tasks, responsibilities, deadlines, resources, and progress measures. It then outlines 7 steps to create an action plan: 1) define the goal, 2) list tasks, 3) prioritize and add deadlines, 4) set milestones, 5) identify resources, 6) visualize the plan, and 7) monitor progress and update the plan. An action plan provides clear direction, motivation, and ability to track progress toward goals.

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    Steps in Making An Action Plan

    Uploaded by

    John Matthew Cereno
    20 views4 pages
    The document discusses what an action plan is and provides steps to create an effective action plan. An action plan is a checklist of tasks needed to achieve goals and includes the goal, tasks, responsibilities, deadlines, resources, and progress measures. It then outlines 7 steps to create an action plan: 1) define the goal, 2) list tasks, 3) prioritize and add deadlines, 4) set milestones, 5) identify resources, 6) visualize the plan, and 7) monitor progress and update the plan. An action plan provides clear direction, motivation, and ability to track progress toward goals.

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    Steps-in-making-an-action-plan

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    The document discusses what an action plan is and provides steps to create an effective action plan. An action plan is a checklist of tasks needed to achieve goals and includes the goal, tasks, responsibilities, deadlines, resources, and progress measures. It then outlines 7 steps to create an action plan: 1) define the goal, 2) list tasks, 3) prioritize and add deadlines, 4) set milestones, 5) identify resources, 6) visualize the plan, and 7) monitor progress and update the plan. An action plan provides clear direction, motivation, and ability to track progress toward goals.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    20 views4 pages

    Steps in Making An Action Plan

    Uploaded by

    John Matthew Cereno
    The document discusses what an action plan is and provides steps to create an effective action plan. An action plan is a checklist of tasks needed to achieve goals and includes the goal, tasks, responsibilities, deadlines, resources, and progress measures. It then outlines 7 steps to create an action plan: 1) define the goal, 2) list tasks, 3) prioritize and add deadlines, 4) set milestones, 5) identify resources, 6) visualize the plan, and 7) monitor progress and update the plan. An action plan provides clear direction, motivation, and ability to track progress toward goals.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 4

    REPUBLIC COLLEGES OF GUINOBATAN, INC

    School of Gradute Studies and Research


    G. Alban Street, Guinobatan , Albay

    What is an ACTION PLAN?

    An action plan is a checklist for the steps or tasks you need to complete in
    order to achieve the goals you have set.

    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

    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 goals worksheet to simplify this process. Share it with others
    to get their input as well.
    REPUBLIC COLLEGES OF GUINOBATAN, INC
    School of Gradute Studies and Research
    G. Alban Street, Guinobatan , Albay

    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.

    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.
    REPUBLIC COLLEGES OF GUINOBATAN, INC
    School of Gradute Studies and Research
    G. Alban Street, Guinobatan , Albay

    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.

    Why You Need an Action Plan

    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.
    REPUBLIC COLLEGES OF GUINOBATAN, INC
    School of Gradute Studies and Research
    G. Alban Street, Guinobatan , Albay

    • 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.

    PREPARED BY:

    MA.DIVINA FRANCIA S. SARCIA


    MAED-Admin and Supervision

    Submitted to:

    Dr. TELESFORO INUMERABLE


    Professor

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