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Action planning

Learn how to organize and coordinate team efforts through action planning. Guidelines for optimal sequence, time needed, deadlines, costs, responsibilities, and progress monitoring. Utilize strategies to implement action plans effectively.

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Action planning

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  1. Action planning APAMSA Leadership Development Module

  2. Action Planning Task-Oriented Behaviors • Short-term planning involves: • what needs to be done • how to do it • who will do it • when it will be done • Consider the following guidelines to effectively organize and coordinate team efforts Source: G. Yukl, Leadership In Organizations (New Jersey: Pearson Prentice Hall, 2006, p. 68-69)

  3. Task-Oriented Behaviors Leadership Challenge (6) • Action Planning • Consider your team goals, priorities, strategies, organization, responsibilities, schedule, and resources • Identify one team goal for any given project and briefly describe the action steps and schedule planned to accomplish this goal

  4. Action Planning Guidelines For Action Planning • Identify necessary action steps • Optimal sequence of action steps • Time needed for action steps • Start dates and deadlines • Costs • Assignment of responsibility • Monitor progress Source: G. Yukl, Leadership In Organizations (New Jersey: Pearson Prentice Hall, 2006, p. 68-69)

  5. Action Planning Identify Necessary Action Steps • Before creating an action plan, review team goals and priorities • Brainstorm different strategies for action steps to accomplish key objectives • Goal: Organize and coordinate work activities, and allow effective use of resources Source: G. Yukl, Leadership In Organizations (New Jersey: Pearson Prentice Hall, 2006, p. 68-69)

  6. Action Planning Optimal Sequence Of Action Steps • Prioritize action steps relative to the importance of each objective/goal being targeted • Schedule action steps well in advance of deadlines for key objectives Source: G. Yukl, Leadership In Organizations (New Jersey: Pearson Prentice Hall, 2006, p. 68-69)

  7. Action Planning Time Needed For Action Steps • Estimate the time needed to carry out each action step • Ensure enough time is allotted to perform all action steps prior to key objective deadlines • Set up several checkpoints to monitor progress in advance of actual deadlines Source: G. Yukl, Leadership In Organizations (New Jersey: Pearson Prentice Hall, 2006, p. 68-69)

  8. Action Planning Start Dates & Deadlines • Divide a large task into a sequence of several action steps • Schedule a sequence of informal deadlines for each action step before the actual objective deadline • Reanalyze and reformulate action plans each day, week, or month Source: G. Yukl, Leadership In Organizations (New Jersey: Pearson Prentice Hall, 2006, p. 68-69)

  9. Action Planning Costs • Estimate costs for each action step • Ensure that tasks are within budget and resources are adequately allocated to accomplish each action step • Inability to perform one action step may jeopardize the entire project Source: G. Yukl, Leadership In Organizations (New Jersey: Pearson Prentice Hall, 2006, p. 68-69)

  10. Action Planning Assignment Of Responsibility • Someone must be held accountable for the management of each action step • Organize a committee to delegate responsibility and coordinate work activities • Adequate authority should be provided for officers to implement action steps and make important decisions Source: G. Yukl, Leadership In Organizations (New Jersey: Pearson Prentice Hall, 2006, p. 68-69)

  11. Action Planning Monitor Progress • Monitor progress of work activities and direct officers relative to their level of experience and importance of responsibilities • Organize periodic conference meetings with officers to assess action plans and work performance Source: G. Yukl, Leadership In Organizations (New Jersey: Pearson Prentice Hall, 2006, p. 68-69)

  12. Task-Oriented Behaviors Summary • Action Planning • Action planning allows effective organization and coordination of team activities • Short-term planning determines what needs to be done, how to do it, who will do it, and when it will be done • Utilize these guidelines to better implement action plans and direct team activities

  13. Task-Oriented Behaviors Next Topic… • Formulating Strategy • Our next module discusses guidelines to develop an effective plan to accomplish important objectives for the organization

  14. Task-Oriented Behaviors Sources • G. Yukl, Leadership In Organizations, New Jersey: Pearson Prentice Hall, 2006, p. 68-69 • Free Management Library • www.managementhelp.org/ldrship/ldrship.htm

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