Chapter 8: Action Plans

 

A stylized vector illustration on a black background depicting three people collaborating on a project. One individual is holding a giant pencil, another is supporting it, and the third person, wearing a hijab, is interacting with a large display board that shows a checkmark and a graph. The scene conveys teamwork and creative problem-solving in a professional setting.

What is an action plan?

  • A checklist for the steps/tasks that need to be completed in order to achieve the goal/outcomes set.
  • An essential part of the planning process.
  • Concrete, clear, and measurable.

Components of an action plan include:

  • The goal and a well-defined outcome for what is to be achieved.
  • List of tasks/ steps that need to be carried out to reach the goal/outcome
  • People who will be in charge of carrying out each task
  • When will these tasks be completed (deadlines and milestones)
  • Resources needed to complete the tasks – finding resources could be one of the action steps. (See Person-Centered Plan Template)

Milestones and Reviewing the Action Plans

Action plans should be reviewed monthly with the focus person and the key players.  Designing a person-centred plan and not acting to help the person achieve their desired outcomes is discouraging and demoralizing.  Be sure to follow up regularly.

Your action plans are not written in stone.  If something is not working, change it. When you review the action plans monthly, you can quickly determine what is not working and help the focus person and their supporters shift their course if necessary.  Remember, there is usually more than one path to the outcome!


Watch the How to Make an Action Plan to Achieve Your Goals (In 7 Simple Steps) video.  You may recognize the ‘why’ in the video as the work we did to determine Outcomes! This video also gives you some great ideas for brainstorming action steps when the steps don’t seem totally obvious.

Your Person Centered Plan does not need to include this brainstorming, but it does need to include concrete action tasks/steps with timelines and the person/people responsible for following through with the task/ step.

Download How to Make an Action Plan to Achieve Your Goals (In 7 Simple Steps) – Transcript Word Doc [15.3KB]


A hand pushes a button to launch a rocket.
Person Centered Plan Task

Create a concrete action plan for each goal/outcome you have identified in the plan.

Check the action plans by asking the following questions: 1. Does it address the person’s needs? 2. Does it reflect what is important to the person? 3. Does it help guide toward the outcome? 4. Are there adequate resources to complete the action step – budget and support staff? 5. Is it clear what will be provided, by whom and how it will be delivered? 6. Is the action specific, measurable, and accountable?

See Friday Knights Puppy Centered Plan as an example below.

Example:

Goal: Get my dog trick title

Outcome: I lead an active and happy life.

Actions

Who?

By When?

Download the list of tricks for the Intermediate title

 

Choose 3 tricks to begin with – practice 4x / week until mastered.

 

Choose next 3 tricks – practice all 6 at least 4 times / week until mastered.

 

Choose next 3 tricks – practice all 9 at least 4 times / week until mastered.

 

Choose last 3 tricks – practice all 12 at least 4 times / week until mastered

 

Video tape me performing all 12 new tricks and submit for Intermediate trick title

 

Mom

 

Mom and me

 

 

Mom and me

 

 

Mom and me

 

 

Mom and me

 

Mom and me – get help from dad

March 1st

 

March 1-31st

 

 

April 1 – 30th

 

 

May 1 – 31

 

 

June 1-30

 

By July 15th

 

 

License

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Person Centered Planning & Advocacy Copyright © by Tracy Love is licensed under a Creative Commons Attribution 4.0 International License, except where otherwise noted.

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