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Planning to Win with a Winning Plan Activity Overview Stepping back to create an action plan that accounts for both short-term and long-term action items Think Write Share Taking ideas from today’s Fill out the action plan template Share with your manager and reflection, what are the critical with the key actions that need to relevant teams the highlights of actions that need to happen over happen, and the stakeholders your action plan, and thoughts the next 5 days, weeks, and involved. on how to keep each other months? accountable for delivering this plan Planning Area In the next 5 days In the next 5 weeks In the next 5 months WHAT are the critical action points that need to happen? Action Plan WHO do you need to engage? HOW will you measure success and progress? Copyright © 2020 Deloitte Development LLC. All rights reserved. 2 Planning to Win with a Winning Plan Action Plan Template Plan your next 5 days, 5 weeks, and 5 months by answering the questions below. Planning Area In the next 5 days In the next 5 weeks In the next 5 months WHAT are the critical action points that need to happen? WHO do you need to engage? HOW will you measure success and progress? Copyright © 2020 Deloitte Development LLC. All rights reserved. 3 Quarterly Reflection Template At the end of each quarter, reflect on these topics to align expectations, create accountability, and providing focus for future conversations with your team lead Q1 Reflection Q2 Reflection Q3 Reflection Q4 Reflection Highlights Areas for improvement Learnings Feedback to obtain Coaching opportunities Copyright © 2020 Deloitte Development LLC. All rights reserved. 4 Year-End Reflection Template Question Description Response What skills, knowledge, or behaviors have I developed over Consider how it has made you successful and give specific the last [time frame] that enabled me to be successful? examples. What skills, knowledge, or behaviors I wish I had developed Have you set yourself a development goal that you haven’t over the last [time frame] but were not able to yet? achieved yet but still would like to? How have my goals and priorities (performance or Organizational, department and team priorities can change development) changed over the last [time frame] and your life circumstances can change as well. Reflect on how change has impacted your goals. What behavior(s) have I consistently demonstrated that align When are you role-modeling our values? Give specific to [company name]’s mission and values? examples and explain the impact your behaviors had on goals or colleagues. What skills, knowledge, or behaviors do I need in order to Where do you hope your career is going, and what do you realize my long-term career aspirations? need to get there? Copyright © 2020 Deloitte Development LLC. All rights reserved. Source: Culture Amp 5 Goal Setting SMART Goals: Specific, Measurable, Attainable, Relevant, Time-bound Specific goal statement How will you measure it? Is it attainable? Is it relevant? When will it be completed? Questions to consider Description Response How can I leverage my strengths to achieve my goals? What are your strengths (whether currently being utilized or not)? And how can you utilize them to both achieve, and energize you towards, your goals? What are the potential obstacles I must overcome to reach Are these obstacles a skill or knowledge deficit or are they my goals? something that is outside of your control? Remembering my strengths, what are the 1-2 next steps I will “If x happens, I will do y…” take to achieve my goals? What would be the impact of reaching my goals on Briefly describe how your team, department, or business 1. The organization/business would benefit from you reaching your goals. Reflect on how 2. My career you can benefit from it in the long-term. Copyright © 2020 Deloitte Development LLC. All rights reserved. Source: Culture Amp 6
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