2. DEVELOP AN
ACTION PLAN

3. AGENDA
• Why you need an action plan
• Action Plan
o Summary
o Task definition
o Creating action steps
o Prioritization
o Collaboration
o Close

4. Why you need an action plan
Alice: I was wondering if you could help
me find my way.
Cheshire Cat: Well, that depends on
where you want to go.
Alice: Oh, it really doesn't matter, as
long as...
Cheshire Cat: Then it really doesn't
matter which way you go.

5. Why you need an action plan
• Marketing – finding, developing and
profiting from opportunities
• Business – launching, sustaining, raising
capital
• Event – one time, short duration

6. Why you need an action plan
• Marketing – finding, developing and
profiting from opportunities
• Business – launching, sustaining, raising
capital
• Event – one time, short duration

7. Summary
• Define the event
• Create objectives (SMART)
• Establish dates
• Readers know what success looks like
ABC will host a dance-a-thon fundraiser to benefit XYZ on February
1, 2013. The objectives are:
o 60 dance couple participants
o $6,000 in donations
o Attract 250 people to watch the event
o Increase awareness of XYZ

8. Task definition
• Identify what needs to be done
o Reserve room for the event
o Obtain approval
o Recruit dance teams
o Hire DJ
o Etc
• Brainstorm with your team

9. Creating action steps
• What needs to happen to complete
tasks
– Task Item Example: Recruit dance
teams
o List potential teams
o Create email explaining the event
to potential teams
o Email potential teams
o Secure commitment to participate

10. Prioritization
• Based on days to deadline, task and
action step importance, and number
of steps remaining.
o High
o Medium
o Low

11. Collaboration
• Engage all stake holders and create a
communication channel
• Basecamp, whiteboard, meetings, etc

12. Close
• Celebrate the event
• Host an after-action review
o What went right/wrong
o How do we adjust to make it better next time?

13. DEVELOP AN
ACTION PLAN