Action Planning

v David James described the activity

o Use the post-it pads provided

1. On each sheet, express one action that you are going to take… Remember that the expression starts with a VERB

2. State who is responsible for getting this done

3. State by when? Be specific! Express it in the ollowing terms: Time, Date, Month, Year

4. State who will support this

5. State who could sabotage this and needs to be won over

o Write one to stick on the board, and keep one for yourself

o A note on effective action planning

Ø If you find your action plans are not being fulfilled, try checking the following:

q Is the action measurable and quantifiable so that you and others will know when it has been accomplished? For example, if your goal is to promote your services, you could say how many calls you will make (even better, how many people you will speak to) or how many letters you will send.

q Is the timeline expressed as specific times and dates rather than ‘ASAP’, ‘soon’ or ‘next month?’

q Are the people involved specifically identified?

v Participants’ Action Plans (only those who correctly completed the assignment)

Who: André Bourget

v Action: Pay more attention to the needs of the consultants/clients I work with

v Person Responsible: myself

v Time completed: immediately

v Supporters: my employer

v Saboteurs: competitors

Who: Carol E Mayer

v Action: Write the script (for exhibit process)

v Person Responsible: Two staff (illegible names)

v Time completed: End of February

v Supporters: Museum Staff

v Saboteurs: Museum Staff

Who: Michella Frosch

v Action: Defining the criteria of the project + keeping it in focus

v Person Responsible: Champion + Project Manager| Vision Leader

v Time completed: Timeline is established at beginning of project

v Supporters: Leader + Terry

v Saboteurs: Client or Outside Public

Who: Irene Mills

v Action: Find out when presentation due

v Person Responsible: Me

v Time completed: March? – Hence action in #1

v Supporters: Jill

v Saboteurs: me

Who: Ian McLennan

v Action: Present action plan on Project Y with global vision, cost projection, operational plan, (illegible)

v Person Responsible: Ian

v Time completed: February 28

v Supporters: (not stated)

v Saboteurs: K-K

Who: Joan Seidl

v Action: Talk to former residents of Renfrew Heights for exhibit ideas

v Person Responsible: me

v Time completed: February 28

v Supporters: Pauline

v Saboteurs: *****

Who: Dee Stubbs

v Action: Must know when to lead and when to take supporting role

v Person Responsible: me

v Time completed: Early on in new job

v Supporters: myself

v Saboteurs: myself, my pre-existing staff

Who: Bill McLennan

v Action: Involve more staff

v Person Responsible: me

v Time completed: Next week

v Supporters: fellow staff

v Saboteurs: fellow staff

Who: Virginia Nuytten

v Action: Encourage (establish) affiliation agreements with other HDS institutions

v Person Responsible: Virginia Nuytten, Phil Nuytten (President)

v Time completed: Spring (April/May)

v Supporters: HDS USA | HDS SEAP

v Saboteurs: ?

Who: Cristina Gennari

v Action: To make new contacts using telephone calls and list of participants

v Person Responsible: me

v Time completed: March 31

v Supporters: Other Professionals

v Saboteurs: Me

Who: Hammy McClymont

v Action: Finalize & distribute WSF 2001 Budget

v Person Responsible: Hammy

v Time completed: Friday, February 23

v Supporters: Executive Director, Director Finance, Director Marketing, Director Programs, Director Grounds

v Saboteurs: Director Finance, Director Programs

Who: Sandy Blair

v Action: Design and fabricate new History Gallery Introduction

v Person Responsible: (not stated)

v Time completed: Mid-March

v Supporters: Curator, Graphic Designer, Director

v Saboteurs: Customer services

Who: Ron Pears

v Action: Collaborate more with the folks in the room

v Person Responsible: me

v Time completed: ASAP

v Supporters: Staff

v Saboteurs: Staff

Who: Jane Fernyhough

v Action: build support amongst politicians, funding agencies & senior management => formulate a plan

v Person Responsible: (not stated)

v Time completed: Immediately

v Supporters: Others involved in project, volunteer group

v Saboteurs: Politicians

Who: Patricia Darling

v Action: Meet with stakeholders + team to talk about their vision + make communication plan to inform + instruct

v Person Responsible: Me

v Time completed: Monday => Thursday

v Supporters: My Leader

v Saboteurs: Outside consultants previously engaged

Who: Robin Inglis

v Action: Determine if vision, as assumed, is sustainable

v Person Responsible: Self and Project Partner

v Time completed: March 31

v Supporters: (not stated)

v Saboteurs: Board lack of energy, procrastination

Who: Ken Munro

v Action: Send birthday greetings to clients and client personnel

v Person Responsible: Administrative Manager

v Time completed: Starting Monday

v Supporters: Fulfillment Manager

v Saboteurs: ?

Who: Barry Marshall

v Action: Insure all projects are well articulated, signed off vision statement with clearly defined deliverables

v Person Responsible: Project Leader

v Time completed: ASAP

v Supporters: Team & our controller (cost control)

v Saboteurs: Senior member of client teams

Who: Jennifer Webb

v Action: Write interim plan for organization with input from staff and planning team colleagues

v Person Responsible: Me

v Time completed: March 18, 2001

v Supporters: Same as the people who can sabotage

v Saboteurs: Other staff members, team planning members, Museum Director

Who: Randy Ormston

v Action: Contact Key Earth Person

v Person Responsible: Me

v Time completed: February 26, 2001

v Supporters: Pre-decision

v Saboteurs: Department Head

Who: Bob Griffiths (A)

v Action: Organize my scheming more effectively

v Person Responsible: Me

v Time completed: Now

v Supporters: This could be a problem

v Saboteurs: Almost Anyone

Who: Bob Griffiths (B)

v Action: Spend more time/effort acknowledging team contributions

v Person Responsible: Me

v Time completed: Immediate

v Supporters: My assistant & admin. person

v Saboteurs: Time is the enemy, making a constant effort & not being diverted

Who: Trish Collison

v Action: Delegate

v Person Responsible: All of us fulfill requirements of the course

v Time completed: April 2, 2001

v Supporters: Museum Staff

v Saboteurs: Carol Mayer

Who: Pauline Thompson

v Action: Organize filing system

v Person Responsible: All staff with information required by others

v Time completed: April 30

v Supporters: Supported by training

v Saboteurs: People with lots of filing

Who: Pat Gemmill

v Action: Review user input (screams) for project

v Person Responsible: Head of Project

v Time completed: Within one month of end of project

v Supporters: Other project team members

v Saboteurs: The Public

Who: Skooker Broome

v Action: Communicating project proposals for awareness + some form of consensus

v Person Responsible: Me

v Time completed: Next week

v Supporters: Jennifer Webb

v Saboteurs: Collections

Who: Janey Cruise

v Action: Initiate the core team to develop strategy in key mass merchandisers. Project X

v Person Responsible: Joe Crab

v Time completed: March 31

v Supporters: Wendy

v Saboteurs: A&W

Who: David Jensen

v Action: Help team planners understand & appreciate the shared vision for the project

v Person Responsible: Ultimately our team members, David Jensen

v Time completed: (not stated)

v Supporters: David Jensen, team members as possible

v Saboteurs: Specific team members who will go nameless

Who: Clive Grout

v Action: Hold in-office seminar for staff & clients on defining our understanding of theming and how we build this as foundation of our designs

v Person Responsible: Myself

v Time completed: Plan for April

v Supporters: Others in office who are committed to this discussion (names illegible)

v Saboteurs: Could be sabotaged by lack of care preparation and focus

Who: Wendy Bradley

v Action: Write clear project goals and objectives for the current project

v Person Responsible: Me

v Time completed: Sunday night

v Supporters: Director of Project

v Saboteurs: Senior administration

Who: Jordan Levine

v Action: Recognize key people & roles of company ‘X’

v Person Responsible: Me

v Time completed: ASAP — February 26, 2001 & on

v Supporters: Justine & Company ‘D’

v Saboteurs: Other consultants & owner

Who: Angela Clarke

v Action: Become a more effective team player — stop the screaming! (Start scheming)

v Person Responsible: Me

v Time completed: (not stated)

v Supporters: (not stated)

v Saboteurs: (not stated)

Who: George Lorenzon

v Action: Organize a consulting team

v Person Responsible: Me

v Time completed: Inception of the project

v Supporters: Client? Fellow consultants

v Saboteurs: Everyone

Who: (illegible)

v Action: Design Latitude program

v Person Responsible: Latitude team + myself

v Time completed: Next week

v Supporters: Latitude team

v Saboteurs: Buyer

Who: (not stated)

v Action: Work more actively in the dreaming, teaming, theming + scheming phases

v Person Responsible: I am the person responsible to make this happen

v Time completed: At the beginning of the next project

v Supporters: Team members will support this

v Saboteurs: (What rather than who) The budget

Who: Robert J. Ballantyne

v Action: post the eCharts from this session on the web FAST, so folks can see it while it is a recent memory.