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Table of Contents >
   Part D. Developing a Strategic Plan, Organizational Struc... >
      Chapter 8. Developing a Strategic Plan >
         Section 5. Developing an Action Plan >
             Tools & Checklists - A checklist that summarizes the major points contained in the section. >

Developing an Action Plan

  

Tools & Checklists

 Contributed by Jenette Nagy and Stephen Fawcett Edited by Bill Berkowitz and Jerry Schultz

Tools
Checklist

Tools

Tool #1: Action Plan Form

Community Initiative:

Date:

Action step or change to be accomplished:




What actions or changes will occur:




Who will carry it out:




By when (for how long):




What resources are needed:




Communication (who should know what):





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Checklist

Here, you'll find checklists summarizing the major points contained in the text, ready to use.

Getting started:

____ You can determine what people and sectors of the community should be involved in finding solutions.

____ You have convened a planning group in your community to design the action plan.

Invite these people to help prepare an action plan:

_____Influential people from all groups affected

_____People directly involved in the problem or issue

_____Members of grassroots organizations

_____Members of ethnic and cultural groups of the community

_____Different sectors of the community: media/business community/religious groups/schools/youth organizations/social service organizations/health organizations

Be sure you are able to:

_____Review vision, mission, objectives, strategies, targets and agents of change, community sectors to be involved

_____Develop action plan with steps for all changes to be sought

_____Review action plan: Is it complete, clear, current?

_____Follow through

_____Keep members informed about progress

_____Keep track of what (and how well) you've done

_____Celebrate accomplishments

Tips for successful planning meetings:

____ Be inclusive

____ Create a safe, comfortable environment

____ Prepare for possible conflict

____ Be efficient

____ Record what happens

____ Communicate the products of planning (distribute the plan after review by the group)

____ Support and encourage group members

For each action or change to be accomplished, list:

____ What action or change will occur?

____ Who will carry it out?

____ By when (for how long)?

____ What resources are needed?

____ Communication: who should know what?

Does the action plan meet the criteria?

____ Complete

____ Clear

____ Current

To finish up:

____ Review your completed action plan carefully.

____ Follow through!

____ Keep everyone informed about what's going on.

____ Keep track of what (and how well) we've done.

Keep members accountable:

____ Regular phone call check-ins

____ Reports on progress at meetings

____ Celebrate accomplishments

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