2 separate training and development assignments?
An action plan is a written document that includes the steps that the trainee and manager will take to
ensure that training transfers to the job (see the sample action plan shown in Figure 5.6).
The action plan includes (1) a goal identifying what training content will be page 237used and how it
will be used (project, problem); (2) strategies for reaching the goal (including what the trainee will do
differently, resources needed, and type of support needed from managers and peers); (3) strategies
for receiving feedback; and (4) expected results. The action plan also provides a progress check
schedule, with specific dates and times when the manager and trainee agree to meet to discuss the
progress being made in using learned capabilities on the job. The action planning process should
start by identifying a goal and the strategies for reaching that goal. Once those are determined,
strategies for obtaining feedback and identifying what the accomplishment of the goal will look like
are completed. To complete their action plans, trainees may need additional technical support, such
as access to experts who can answer questions or reference materials. Trainers or project
managers can help trainees get the resources that they need to complete their action plans through
either face-to-face or electronic meetings. FIGURE 5.6 A Sample Action Plan Training
Topic_____________
Goal Include training content (knowledge, skill, behavior, competency, etc.) and application (project, problem, etc.)
Strategies for Reaching Goal
Modifying behavior (What will I do differently?)
Resources needed (Equipment, financial)
Support from peers and manager (Be as specific as possible.)
Strategies for Receiving Feedback about My Progress (Include meetings with peers and managers, self-monitoring of progress, customer reactions, etc.)
Expected Results
What will be different?
Who will notice?
What will they notice?
Progress Date Checks _____________ _____________ _____________