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Use this action planning worksheet to plan a major project or strategic goal.

Project: Social Committee/Cross Province Interaction


Prime (QB): JC/BW Linked to Strategic Objective: Project team: Inform: Consult:

Due: Nov 15, 2011 Priority: Sponsor:

Objective & Desired Outcomes


Key results, deliverables, outputs, metrics Goal in the so that format; picture of success

To improve employee morale so that employees feel committed and empowered, so that we improve efficiency and reduce turnover.

Key Challenges & Unique Factors


Biggest challenges you will face in completing this project, e.g., stakeholders / vested interests; org. challenges; special resource needs

1. 2. 3. 4. 5. 6.

Complacency Geography Cost constraints Consistency between departments Connections between departments Consider inclusion of both full and part time employees

Key Actions (Tactics)


High level action plan with primes & timelines: who will do what by when; most important things that need to get done; major milestones... first steps

1. 2. 3. 4. 5. 6.

Health and Safety Committee implement in Calgary Book Club currently in TO/ Expand to Calgary Christmas Cards to all staff, hand written Dec 1 2011 Solicit Publishers for freebies/marketing materials Nov 1 2011 Branding opportunities water bottles, knives, etc. Nov 1 2011 Take team pictures for each office/department post on blog send out with org chart. Oct 31 2011 7. Get blog subscription info out all staff NW and Metro. Oct 1 2011 8. Each employee to write a get to know me bio in 140 characters or less! (Include in blog tbd). Nov 15 2011 9. Wellness Challenge ongoing 10. Social events, e.g., X-Mass (overall &/or departmental?), pancake breakfast, BBQ, pot lucks, bagel days, service award luncheon... 11. How can we include / connect with people outside Sinnot? Think about regional differences and connections 12. X-Mass cards, e.g., with pictures & recipes (not necessarily X-Mass)extend to full and part time employees

Prime (QB): the person who is accountable/who owns the project. Consult = people who should be consulted on major decisions. Inform: people who should be kept in the loop on progress to plan. Execution: PADA: plan act debrief adjust.

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