Action plan

[stevenyaga]

Each engagement will result into an action plan which is a summary of action steps needed to achieve specific objectives. An action plan will consist of the following components:

• Action plan steps: Action plan steps are the answer to the question of what. They are the activities that will lead to achieving the goal. Action plan steps detail what will happen. The more detail, the better. Think of these logically as phases. The action steps are a group of related tasks or action items that must be executed to produce project deliverables
• Action Items: These are the specific small tasks that make up the action plan steps. These are the tasks that, when executed, lead to the next action plan step. Prioritize the action items. For each action item, set a timeline and who is responsible for its execution
• Action Plan Timeline. Action plan timeline is the whole action plan laid out from start to finish. It shows the full duration of the action plan and every step and task is also plotted on this timeline including their start and end dates
• Action Plan Resources. Resources are anything needed to execute the action plan. Identify the resources you will need for the action plan and attach them to the tasks to which they will be applied
• Action Plan Report: Once you start to execute the action plan, you will need to ensure your actual progress matches your planned progress. To track progress, you will use an action plan which is a snapshot of your time, costs and more over a specific period

See sample screenshot from https://www.projectmanager.com/training/make-action-planning/make-action-plan

ning/make-action-plan

[stevenyaga]

• For our implementation, the following supporting actions will be done:

1. Define phases
2. Define resources and resource types
3. Define team members

• Attach an action to an engagement. Each action must be as a result of an engagement process
• For action plan report, make use of a gantt chart to display tasks and their status
• Have a separate window to allow users to update action progress and consequently the overall progress of an action
• Have an interface to update resources consumption