Templates to use in Developing Action Plans
There are many different formats that can be used to develop action plans. Below are three examples. Once success criteria are identified and broken down from big goals into mini goals, free Gantt Chart Software is easy to use, or an excel spread sheet formatted appropriately can be used.
Breaking down Big goals into Mini-goals Template
The template below can be used to guide the breaking down of big goals into smaller steps. These can also be input to a Gantt Chart or similar timeline.
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Big goal 1:
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Mini goals (What is needed to complete the big goal)
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Mini goal 1:
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Deadline: |
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Mini goal 2:
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Deadline: |
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Mini goal 3:
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Deadline: |
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Mini goal 4:
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Deadline: |
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Big goal 2:
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Mini goals (What is needed to complete the big goal)
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Mini goal 1:
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Deadline: |
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Mini goal 2:
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Deadline: |
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Mini goal 3:
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Deadline: |
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Mini goal 4:
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Deadline: |
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Continue with as other big and mini goals as needed.
Template for Developing a Plan
The following template can be used in developing plans, particularly at the exploratory phase.
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What is to be done? |
How will it get done? |
Who will do it? |
What is needed to get it done? |
When will it be done by? |
Any changes? |
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Add rows as needed.
Checklist of things to do by Success Criteria
Whatever format is used, it is key to address all success criteria with the action plan and timeline.
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Item |
Description |
Success Criteria of Focus |
Date achieved |
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1. |
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2. |
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3. |
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4. |
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Add rows as necessary.