ACTION: Planning, Monitoring and
Evaluating Action Plans
Never confuse movement with action. Ernest Hemingway
Note Progress
& Share Results
Organize
Assess
Situation
Purpose
Implementation
Conduct
Needs Analysis
Identify
Indicators
Think
Through the
Plan
ACTION
Assess the Situation: Purpose and Rationale
What aspect of organizational
performance do we wish to change?
Why does it need to be changed at this time?
What is the purpose of the action plan?
What are its major objectives?
What actual changes will you see when
the action plan is implemented?
ACTION: Planning, Monitoring and Evaluating
Action Plans
Note Progress
& Share Results
Organize
Implementation
Assess
Situation
Purpose
Identify
Indicators
Conduct
Needs Analysis
Think
Through the
Plan
Conduct A Needs Analysis
Environmental scan:
What major internal and external factors
might influence the change process?
Is this an appropriate time to initiate this
process?
Has the Achievable Action Plan Test been
completed?
(Consider: time of year, available time and
resources, organizational climate, etc.)
ACTION: Planning, Monitoring and
Evaluating Action Plans
Note Progress
& Share Results
Organize
Implementation
Assess
Situation
Purpose
Identify
Indicators
Conduct
Needs Analysis
Think
Through the
Plan
Think Through the Action Plan
Ask these questions and get a general
understanding of how the action plan will be
implemented:
How long will it take to complete?
Who will manage the change process? (An
individual, workgroup, or a team?)
How will the major tasks be handled?
How will the knowledge/results be
measured, evaluated and reported?
ACTION: Planning, Monitoring and
Evaluating Action Plans
Note Progress
& Share Results
Organize
Implementation
Assess
Situation
Purpose
Identify
Indicators
Conduct
Needs Analysis
Think
Through the
Plan
Identify Indicators
What indicators will be used to monitor and
evaluate the expected changes?
Existing indicators? Newly created
indicators?
Qualitative or quantitative indicators, etc. ?
What sources of data will be used?
Documents
Questionnaires / Surveys
Interviews
Observation: personal / audio-visual
ACTION: Planning, Monitoring and
Evaluating Action Plans
Note Progress
& Share Results
Organize
Implementation
Assess
Situation
Purpose
Identify
Indicators
Conduct
Needs Analysis
Think
Through the
Plan
Organize Implementation
Identify individual, group or team
responsibilities so as to:
Plan the major activities and develop
the main products
Select or develop performance
indicators
Collect and analyze the required
information and data
Qualitative
Quantitative
ACTION: Planning, Monitoring and
Evaluating Action Plans
Note Progress
& Share
Results
Organize
Implementation
Assess
Situation
Purpose
Identify
Indicators
Conduct
Needs Analysis
Think
Through the
Plan
Note Progress and Share Results
Decide on the most optimal method to
communicate your results depending on
your audience:
PowerPoint Presentation
Multi-media
Website
Annual report
Technical report
Plain language reports newsletters