Action Planning usually involves a specifically-focused project, initiative, or event that calls for a united effort among a group or team that is time sensitive, e.g., due to be completed in a few weeks or several months.

Offered virtually over 1 or 2 sessions, the core components result in a sequenced timeline with actions and tasks, distributed responsibilities and clearly-articulated outcomes, Sessions are typically 2.5-3 hours each.

With full participation of all, I guide the planning team through the following process steps:

• Givens: The parameters and facts of the situation
• Victory: Quick capture of all aspects of a successful project
• Current Reality: Planning Team's strengths & not-so-strong qualities; benefits and risks associated with anticipated success
• Commitments: Essential ingredients of the project scope
• Key Actions: Brainstorm of tasks and actions to be taken to succeed
• Action Teams: Participants self-select which Action team to join
• Project Calendar: Create coordinated, sequenced timeline, starting with the end in mind
• Finalize Roles, Project Coordination, & Budgets: Check-in points, communication links and estimated costs
• Name the Plan: Articulate the touchstone and motivation of the plan

Contact me for a preliminary, complimentary call to discuss your interest & available dates: 828-231-5565 or email: kathleen@vitalclarity.com.