Dec 082011

Action Planning: Why do Action Planning in Training?

Action Planning: Posted by Dave Basarab on Mon, Dec 05, 2011

Action Planning enables learners to identify significant aspects of the content, which they intend to apply in the work place in order to improve their level of performance.  A well-designed action plan also provides guidelines to ensure the action items are written in performance terms, are do-able, and will make a significant impact.  Action planning enhances the likelihood of transfer, and also provides a baseline for transfer evaluation after 2-3 months.

At the end of each course, every participant is walked through an action-planning exercise in which they demonstrate how they will apply the skills and knowledge acquired in the course. Consider using industry-specific situations and real-world goals in structuring these course action plans in order to best match the participants’ training to their job challenges. Thorough and thoughtful coverage of action planning means your employees are ready to hit the ground running once training has been completed.

Typical action plans include the following elements:

  • Goals – what the participant wishes to achieve
  • Tasks/actions steps to reach the goal
  • Support/resources needed to achieve the goal
  • Timeline for achieving the goal
  • Payoff –what value will goal achievement bring to them, their team, or the company?

Providing participants with an example of action plans stirs them to think in the ways we want they to think and aids in action plan construction.  Here is an example of an “action plan starter” I use in a Business Acumen course:

In the next few weeks I will look at the different projects in our business unit that have involved making a business case for capital expenditures, inquire about the discount rate that we use to determine NPV (Net Present Value), and review those business cases in which I might have been involved to compare how our company’s business case process relates to the theory of discounted cash flow. So that I will be better prepared to provide useful information to determine the cash flows of future business cases.

Action planning is a proven method that aids in successful of training transfer to the workplace.

Related Action Planning, Learning Performance Improvement and Sales Performance Improvement Information:

Instructional Design

Learning Theories and Research Proven Learning  Methodologies

How to Individually Transfer Training/Learning

Blended Learning

Personal Learning Environments – PLEs (Category)

Personal Learning Environments – PLEs (Available Learning Technology)

Sales Performance Improvement Information:

My Gift to Sales Leaders (No Costs  – Ever): Web based, Interactive, Dynamic,  Sales Metrics Toolset

Small Business, Sales Consulting, B2B

Sales Learning, Role Play and Transfer Technology

Sales Employee Selection and Employee Development

Sales Performance Improvement Comprehensive Toolset


Learning Optimized, Behavior Changed, Performance Advanced

My deliverables to you are: (I) Improved Learning Outcomes and Increased Competence; a. Retention to fluency (95% vs. 28%), b. Behavior change through accountable reinforcement, c. Improved application, d. Advanced individual performance and e. Advanced organization performance.

You will ensure that every person reaches true mastery* in the shortest amount of time. Mastery* produces people who have the adaptive reasoning skills required to effectively apply knowledge to new situations.

*Mastery is required where appropriate information application is critical to achieve a desired outcome; For example, Education: K-12, Higher, Corporate, Government; Medical; Medical Continuing Medical Education – Performance Improvement; Safety; Sales Performance; Aviation; Military; Individual Certifications and Individual Continuing Education.

McDonald Sales and Marketing, LLC, Specialties:

Appropriate Application;   Behavior Change;  eLearning;   Employee Selection and Employee Development;   Human Capital Management;  Individual Performance Improvement;  Learning Performance Improvement;   Learning Retention and Reinforcement Improvement;   Organization Performance Improvement;   Workforce Development and Productivity;  Verbal Skills Simulation and Reinforcement;   Sales Performance Improvement;   Web-Based (SaaS/Cloud) Solutions

To Discuss how these Solutions will add value for you, your organization and/or your clients, Affinity/Resale Opportunities, and/or Collaborative Efforts, Please Contact:

Tom McDonald,; 608-788-5144; Skype: tsmw5752

action planning, McDonald Sales and Marketing, LLC