Action Plan Worksheet
Overview of this form
The Action Plan Worksheet is a tool designed to track employee progress in completing a development action plan. Unlike general performance reviews, this worksheet focuses specifically on the actionable steps an employee needs to take toward their professional development goals. It fosters accountability and helps both employees and supervisors monitor progress in a structured manner.
What’s included in this form
- Employee input section for answering questions about development goals.
- Supervisor approval section for confirming the action plan.
- Progress review dates section to schedule follow-ups.
- Space for comments or questions from supervisors, promoting communication.
When this form is needed
This form should be used in scenarios where an employee is developing a personal action plan for professional growth. It is especially useful during performance evaluations, when creating career development plans, or after identifying skill gaps that need addressing. Implementing this worksheet can help ensure that developmental objectives are met in a timely manner.
Who can use this document
- Employees looking to enhance their skills and track their progress.
- Supervisors or managers responsible for overseeing employee development.
- Human resources professionals involved in employee training programs.
How to complete this form
- Begin by answering the questions in the employee section with as much detail as possible.
- Consult with your supervisor to clarify any uncertainties during the completion process.
- Post the completed worksheet near your workstation to keep your goals visible.
- Have your supervisor review and sign the form to indicate approval.
- Schedule periodic progress review dates on your calendar to ensure regular follow-ups.
- If you have questions, discuss them with your supervisor prior to filing the worksheet.
Notarization requirements for this form
In most cases, this form does not require notarization. However, some jurisdictions or signing circumstances might. US Legal Forms offers online notarization powered by Notarize, accessible 24/7 for a quick, remote process.
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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
We protect your documents and personal data by following strict security and privacy standards.
Mistakes to watch out for
- Failing to consult with a supervisor, which can lead to misunderstandings.
- Not posting the worksheet in a visible location, hindering motivation.
- Skipping progress reviews, leading to missed opportunities for feedback.
Benefits of completing this form online
- Convenient access to the form from any device, allowing for easy updates.
- Editable template that can be tailored to specific goals and strategies.
- Secure storage options ensure that sensitive information is protected.
Quick recap
- The Action Plan Worksheet is essential for tracking employee development.
- Regular progress reviews are crucial for keeping development on track.
- Supervisory approval and communication enhance accountability.
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FAQ
The action plans should be organised along the strategic objectives, outcomes and outputs which will be achieved. They should include a budget, a financing plan and a M&E process (see ESSENCIAL STEPS).Each objective aims at an impact which translates into an outcome.
Step 1: Define your end goal. Step 2: List down the steps to be followed. Step 3: Prioritize tasks and add deadlines. Step 4: Set Milestones. Step 5: Identify the resources needed. Step 6: Visualize your action plan. Step 7: Monitor, evaluate and update.
The 5 Step Planning Process is designed to help educators with creating sound, research-based action plans for implementing personalized student-centered learning. Embarking on this work takes leadership, time, patience, courage, collaboration, trust, and some trial and error to get it right.
Recommendation. Response. Objectives of the action. Action proposed. Responsibility. Time frame. Progress indicators. Expected outcome.
Step 1: Define your end goal. Step 2: List down the steps to be followed. Step 3: Prioritize tasks and add deadlines. Step 4: Set Milestones. Step 5: Identify the resources needed. Step 6: Visualize your action plan. Step 7: Monitor, evaluate and update.
For example, if your goal is to write for 15 minutes in your journal every day, #1 step might be "Buy the journal of my dreams." #2 might be "Leave the journal and my favorite writing instrument next to my bed". #3 - "set my alarm for same time each day that I plan to write."
Define the Problem(s) Collect and Analyze the Data. Clarify and Prioritize the Problem(s) Write a Goal Statement for Each Solution. Implement Solutions: The Action Plan. Monitor and Evaluate. Restart with a New Problem, or Refine the Old Problem.
