Action Planning Toolkit

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Provide tools and methods to analyze and assess program activities and initiatives, projected results, participant engagement, actual outcomes, and overall effectiveness of the supported teams, measures, metrics, and Risk Factors to aid Decision Making, Program Management, and Action Planning.

More Uses of the Action Planning Toolkit:

  • Secure that your organization participates in moderately complex incident/problem analysis, Solution Development, Action Planning, implementation coordination, and evaluation.

  • Coordinate: Action Planning for enhancing Employee Engagement.

  • Guide: cascade communications throughout the team, proactively solicIT Team feedback, and own Action Planning and closure to the feedback provided.

  • Solidify in depth functional knowledge in the design, implementation and Action Planning of engagement surveys.

  • Audit: internal eap services involve face to face assessment, Action Planning, short term Problem Resolution, partnership with community/internal resources, Case Management and follow up.

  • Guide: conduct maturity assessments, Corrective Action Planning, and Improvement Initiatives until process and transformation is fully integrated into your organization.

  • Warrant that your corporation leads annual Affirmative Action Planning activities.

  • Methodize: administration of and Action Planning activities related to the annual eos process.

  • Support relevant Action Planning items that evolve through group based trainings.

  • Use observer data and accident data to focus improvement efforts using Action Planning and Problem Solving techniques.

  • Engage in the development of theories of change, results frameworks, Action Planning workshops and documents, and Monitoring And Evaluation processes.

  • Make sure that your corporation participates in complex incident/problem analysis, Solution Development, Action Planning, implementation coordination and evaluation.

  • Manage work with leadership on Action Planning to achieve departmental goals and objectives.

  • Formulate: partner with Business Leaders to develop, standardize, and drive operating mechanisms that drive Key Performance Indicator visibility, accountability, and Action Planning to continually improve Business Performance.

  • Manage reporting requirements for survey data and management Action Planning.

  • Develop and implement Best Practices for Diversity and Inclusion Action Planning.

  • Be accountable for identifying, reporting, and maintaining intelligence information to support deliberate and crisis Action Planning and targeting processes.

  • Standardize: incident investigation follow up and Corrective Action Planning.

  • Drive Continuous Improvement by communicating Customer Feedback to team and engaging in Action Planning to improve operational performance and Customer Satisfaction.

  • Standardize: external eap services involve telephonic assessment, Action Planning, short term Problem Resolution, explanation of services and eap education, referral to affiliate providers, resource referral, Case Management and follow up.

  • Confirm your team coordinates Design Review and Action Planning to ensure compliance to design approach and language standards.

  • Be certain that your operation develops and integrates cyberspace capabilities into deliberate, contingency, operation, and crisis Action Planning.

  • Ensure you govern; build high perForming Teams through facilitating off sites, engagement survey Action Planning, new leader assimilation and Team Effectiveness exercises.


Save time, empower your teams and effectively upgrade your processes with access to this practical Action Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Action Planning related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Action Planning specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Action Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Action Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who is involved in the Management Review process?

  2. How do you make it meaningful in connecting Action Planning with what users do day-to-day?

  3. Do you think you know, or do you know you know?

  4. For your Action Planning project, identify and describe the business environment, is there more than one layer to the business environment?

  5. Does your organization need more Action Planning education?

  6. Are risk triggers captured?

  7. Scope of sensitive information?

  8. How do you negotiate Action Planning successfully with a stubborn boss, an irate client, or a deceitful coworker?

  9. What are the barriers to increased Action Planning production?

  10. How do your measurements capture actionable Action Planning information for use in exceeding your customers expectations and securing your customers engagement?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Action Planning book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Action Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Action Planning Self-Assessment and Scorecard you will develop a clear picture of which Action Planning areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Action Planning Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Action Planning projects with the 62 implementation resources:

  • 62 step-by-step Action Planning Project Management Form Templates covering over 1500 Action Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Action Planning project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Action Planning Project Team have enough people to execute the Action Planning Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Action Planning Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Action Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Action Planning project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Action Planning project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Action Planning project with this in-depth Action Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Action Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Action Planning and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Action Planning investments work better.

This Action Planning All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.