| An action plan template is a means of developing a | | | | together. At this meeting you will outline the overall goal |
| pathway to achieve a specific goal. Physical templates | | | | of the assignment. You will also dole out the tasks. All |
| can be purchased or located on the Internet. Most a | | | | team members must be aware of what others in the |
| composed of Excel spreadsheets where you enter | | | | group are doing to complete the goal. Therefore it is |
| interim steps to achieve a particular goal. | | | | very important to make sure everyone understands |
| Step 1: The Plan | | | | what their role is as well as the roles of their peers. |
| The first step to building an action plan template is to | | | | Step 4: Tracking |
| outline the final goal. Write down you final objective | | | | Now that the tasks are being completed, the next step |
| including the time to completion and cost of the | | | | in the action plan template is monitoring each task. You |
| project. Next break down the path to that goal in | | | | want to know where each team member is in their |
| several consecutive steps. Assign a cost and time to | | | | task and their expected timeline to completion. You |
| each of these steps. Take not if multiple steps can be | | | | might find a step you expected to move along quickly |
| completed at the same time of one step must | | | | is actually taking a bit longer than expected. Be |
| preclude another. | | | | prepared to alter timelines and reprioritize tasks in |
| Step 2: The Assignments | | | | response to delayed goals and unexpected |
| Your next step is to assign your tasks to the member | | | | roadblocks. |
| in your group. Consider the strengths and weaknesses | | | | Step 5: Final Assessment |
| of each individual as try to assign tasks that are most | | | | Once the goal has been completed go back through |
| suited to each member of the group. Include a clear | | | | your action plan template. Take special note of where |
| outline of the task itself and the final goal of the task. | | | | tasks took longer than expected. Evaluate your |
| Include a time frame and deadline as well as the | | | | members’ performances and notate particular |
| maximum cost of this task. For each of these tasks | | | | strengths and weaknesses so you will have a better |
| also include a sequential set of steps that should be | | | | idea of who to assign to future tasks. Evaluate your |
| followed to complete the task. | | | | own overall performance and ask for your groups’ |
| Step 3: The Meeting | | | | feedback as to what went right and what could be |
| Now that you have developed a plan and set tasks | | | | improved upon. |
| for each group member it is time to get everyone | | | | |