Planning · beginner · 25 min
Action Planning
Develop a concrete action plan with specific tasks, owners, and deadlines for implementing the agreed-upon role adjustments.
What participants gain
- Develop a clear action plan.
- Assign ownership for specific tasks.
- Set realistic deadlines.
Materials needed
- Action plan template
- Markers
- Sticky notes
How to run Action Planning, step by step
- Review the agreed-upon role adjustments (5 min).
- Define specific tasks required to implement the adjustments (10 min).
- Assign ownership for each task (5 min).
- Set realistic deadlines for each task (5 min).
Facilitator tips
- Ensure that the action plan is specific, measurable, achievable, relevant, and time-bound (SMART).
- Encourage team members to take ownership of tasks.
- Set realistic deadlines that can be met.
Common challenges
- Team members may be hesitant to take ownership of tasks - Encourage them to volunteer and support each other.
- Deadlines may be unrealistic - Adjust them as needed.
- The action plan may be too vague - Make it more specific.
Running it virtually
Use a shared document or project management tool to create and track the action plan remotely.
Expected results
A concrete action plan with specific tasks, owners, and deadlines for implementing the agreed-upon role adjustments.
Build a session around Action Planning
METODIC drops Action Planning into a complete session plan with timing, materials, worksheets, and a facilitator guide — for any workshop, meeting, or team session.