Professional and Personal Leadership
LeeTampa
LeadershipGoalsandActionPlanWorksheet.docxLeadership Goals and Action Plan Worksheet
Part A: Values, Principles, and Goals
For this section of the Leadership Action Plan, restate (or revise, after one last reflection) your core values, principles, and goals you created in Part II of this Assessment.
Leadership Goal #1
Statement of your personal value:
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What principle emanates from this personal value?
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What goal did you derive from this personal value?
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Leadership Goal #2
Statement of your personal value:
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What principle emanates from this personal value?
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What goal did you derive from this personal value?
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Leadership Goal #3
Statement of your personal value:
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What principle emanates from this personal value?
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What goal did you derive from this personal value?
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Part B: Leadership Action Plan
For this section of the worksheet, you should create action plans that you will use to achieve each of the three goals listed above.
You can type your goals, objectives, milestones, and steps directly into the white boxes below. If you are confused about the different components of your action plan, please refer to the video for Sub-Competency 3 entitled Action Plan.
This table is intended as a guide but is flexible in order to best meet your needs. If, for example, you need to meet three milestones to accomplish an objective rather than two, feel free to add an extra row to the table. Similarly, you may only need two objectives for a particular goal, rather than three. Add and delete rows, as necessary, until this action plan is customized to your particular goals.
Note: Delete the text in the boxes below and replace it with the information described.
Goal #1: [Type goal here.]
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What is the first objective needed to achieve your goal? |
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[Type your first objective here.] |
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Start date |
End date |
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Milestone #1: [Type your first milestone toward accomplishing your first objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #2: [Type your second milestone toward accomplishing your first objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #3: [Type your third milestone toward accomplishing your first objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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What is the second objective needed to achieve your goal? |
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[Type your second objective here.] |
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Start date |
End date |
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Milestone #1: [Type your first milestone toward accomplishing your second objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #2: [Type your second milestone toward accomplishing your second objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #3: [Type your third milestone toward accomplishing your second objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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What is the third objective needed to achieve your goal? |
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[Type your third objective here.] |
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Start date |
End date |
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Milestone #1: [Type your first milestone toward accomplishing your third objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #2: [Type your second milestone toward accomplishing your third objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #3: [Type your third milestone toward accomplishing your third objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
Goal #2: [Type goal here.]
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What is the first objective needed to achieve your goal? |
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[Type your first objective here.] |
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Start date |
End date |
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Milestone #1: [Type your first milestone toward accomplishing your first objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #2: [Type your second milestone toward accomplishing your first objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #3: [Type your third milestone toward accomplishing your first objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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What is the second objective needed to achieve your goal? |
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[Type your second objective here.] |
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Start date |
End date |
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Milestone #1: [Type your first milestone toward accomplishing your second objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #2: [Type your second milestone toward accomplishing your second objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #3: [Type your third milestone toward accomplishing your second objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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What is the third objective needed to achieve your goal? |
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[Type your third objective here.] |
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Start date |
End date |
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Milestone #1: [Type your first milestone toward accomplishing your third objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #2: [Type your second milestone toward accomplishing your third objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #3: [Type your third milestone toward accomplishing your third objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
Goal #3: [Type goal here.]
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What is the first objective needed to achieve your goal? |
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[Type your first objective here.] |
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Start date |
End date |
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Milestone #1: [Type your first milestone toward accomplishing your first objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #2: [Type your second milestone toward accomplishing your first objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #3: [Type your third milestone toward accomplishing your first objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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What is the second objective needed to achieve your goal? |
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[Type your second objective here.] |
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Start date |
End date |
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Milestone #1: [Type your first milestone toward accomplishing your second objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #2: [Type your second milestone toward accomplishing your second objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #3: [Type your third milestone toward accomplishing your second objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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What is the third objective needed to achieve your goal? |
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[Type your third objective here.] |
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Start date |
End date |
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Milestone #1: [Type your first milestone toward accomplishing your third objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #2: [Type your second milestone toward accomplishing your third objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
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Milestone #3: [Type your third milestone toward accomplishing your third objective here.] |
MM/DD/YY |
MM/DD/YY |
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· Step toward accomplishing milestone |
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· Step toward accomplishing milestone |
Part C: Reflection on Leadership Action Plan
In approximately 300–500 words: Describe how you came to select these values, principles, and goals. Explain how you think they will further your professional development as a leader (or follower).
· Highlight and discuss how your goals can help you leverage your leadership strengths and how your plan can help you overcome or minimize your leadership weaknesses.
· Describe any obstacles you anticipate in achieving your goals and how you will mitigate them.
Note: Please write your responses for Part C in the text box on the next page.
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Write your responses below:
End: Approximately 300–500 words
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