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Creating A Personal Action Plan

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Creating A Personal Action Plan

  1. 1. Creating a Personal Action Plan For More Information Contact: Impact Learning Systems International P.O. Box 14110 San Luis Obispo, CA 93406 Toll Free: 800.545.9003 Voice: 805.781.3283 Fax: 805.545.9075 Email: info@impactlearning.com www.impactlearning.com
  2. 2.  Creating a Personal Action Plan A n action plan is exactly what it sounds like—a plan for putting into action a particular goal or objective. Action plans can be related to goals you have set for yourself (or your team) or they can be targeted toward other areas of your personal or professional growth. They outline a reasonable, logical plan for following through with your intentions. In this article, you’ll learn a simple method for creating successful action plans. The key to creating a successful action plan is to break down the goal into a series of specific, manageable, and sequential steps. A well-written goal articulates what will be improved, by how much, and by when. The action plan answers the question of how this will be accomplished. Following are two sample action plans (along with their associated goals). They illustrate two different, yet equally effective styles—the paragraph and bulleted list. Sample 1 Goal I will finish the revision of the monitoring form by June 12. Action Plan I’ll create a draft form by the end of this week and then all team supervisors and I will use it while monitoring during the next week. We’ll have an end-of-shift meeting that Friday to calibrate results and revise the form as necessary. I’ll get Nancy’s approval on the final version by June 10 and then I’ll roll it out to the agents on the 12th. Sample 2 Goal Create reasonable standards for the customer service team by August 5th Action Plan  Compile a list of current performance standards and job responsibilities. Due date: June 1st  Assemble a team of job experts who will help analyze and define standards. Due date: June 10th  Hold an information meeting with job experts to propose and discuss new standards. Due date: June 20th  Finalize list of new standards. Due date: June 23rd  Submit list of standards to management team for approval. Due Date: June 25th © 2010 Impact Learning Systems International www.impactlearning.com 1
  3. 3.  Revise standards based upon recommendations from the management team. Due date: August 1st  Present final list of new standards to human resources and quality assurance departments. Due date: August 4th Creating action plans is a key practice that shows you’re sincere and dedicated to continuous improvement. If you’re a manager or trainer, you can use the method outlined in this article to create action plans for your employees or learners. For More Information  Learn more about Customer Service Training on our Customer Service Blog. Remember to subscribe to it via RSS or email so you’ll remain informed.  Order a copy of our 296-page book, Managing & Motivating Contact Center Employees for even more tips improving morale and motivation.  Stay up to date with our free monthly newsletter which brings you articles on current call center topics and upcoming events. © 2010 Impact Learning Systems International www.impactlearning.com 2

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