Rules of the Session:

1. Each Session must be at least 15 Minutes long and maximum 20 Minutes.

2. In a group of 3, there will be three sessions each week for 3 weeks and each participants will role
play as - Presenter, Enabler and Observer serially.

3. In a group of 4, there will be four sessions each week and each participants will role play as -
Presenter, Enabler, Observer (1st) and Observer (2nd) serially.

4. Each session must be VIDEO RECORDED with clear audio, Lower video resolution is acceptable.
Entire group members must be seen in the video.

5. Video record along with note prepared by Observer, must be submitted within same workshop
class timing in USB Flash Drive or SSD. ( It won’t be accepted in another class )

6. Session can be taken out the class in quite environment but student must be presented in each
week’s workshop session and attend the class for at least 30 Minutes. (In Week 06, Workshop
there will be Class Test of an hour long).

7. There must be gap of at least 6 days between each 3 week sessions.

 Sample 3- Weeks Action Learning Session

Session 1: Initial Discussion

Setting: Action Learning Group Meeting
Participants:
Presenter (P): John - Facing a personal finance challenge and seeking solutions.
Enabler (E): Maria - Facilitating the discussion.
Observer (O): David - Observing and preparing to report at the end.
Session Begins:
Maria (Enabler): Good afternoon, everyone. Thank you for joining today's Action Learning session. John,
the floor is yours. Could you please share the details of the personal finance challenge you're currently
facing?
John (Presenter): Thank you, Maria. So, as I mentioned last time, the issue I'm dealing with is controlling
my expenditures. I find myself overspending each month, and it's affecting my financial goals. I need
help figuring out how to manage this better.
Maria (Enabler): Thank you for sharing, John. Let's explore this further. What specific instances or patterns
have you noticed that contribute to your overspending?
John (Presenter): Well, I've identified a couple of factors. One is impulse buying, especially when I'm
stressed. I also realize that I haven't been tracking my expenses as diligently as I should.
Maria (Enabler): Understanding those factors is a crucial first step, John. Let's dive deeper. When you
reflect on the times you've engaged in impulse buying, can you identify any specific triggers or situations
that lead to those decisions?
John (Presenter): Yes, it often happens when I'm feeling stressed or anxious. I use shopping as a way to
cope with those emotions.
Maria (Enabler): Thank you for sharing that insight, John. Now, thinking about expense tracking, what
challenges or barriers have you encountered in maintaining a consistent tracking routine?
John (Presenter): I find it tedious, and sometimes I forget to record every expense. It's not a habit yet.
Maria (Enabler): Recognizing the challenges is important. Let's explore possible solutions. In terms of
expense tracking, what strategies have you tried in the past, and what worked, even if only briefly?
John (Presenter): I've used budgeting apps, but I often forget to input everything.
Maria (Enabler): That's a good starting point. Now, looking ahead, what are some ways you could make
expense tracking more manageable and perhaps turn it into a habit?
John (Presenter): I can set daily reminders to input expenses, and maybe I can simplify my budgeting app
to make it more user-friendly.
Maria (Enabler): Great suggestions, John. Let's explore further. Considering your stress-related impulse
buying, can you think of alternative activities or coping mechanisms that might serve as a healthier
substitute?
John (Presenter): I could try activities like meditation or exercise to manage stress instead of turning to
shopping.
Maria (Enabler): Excellent insights, John. Now, let's connect the dots. How might the improvement in
expense tracking and the adoption of healthier stress-management activities contribute to better financial
control?
(Continue guiding John through a series of questions that encourage him to see the connections between
various aspects of his challenge.)
David (Observer): (Observing without asking questions, noting group dynamics, and participants'
contributions.)
Maria (Enabler): Thank you, everyone, for your insights. John, based on our discussion, what are a couple
of concrete steps you can take to improve your expense tracking and address stress-related impulse
buying?
John (Presenter): I can set daily reminders to input expenses, simplify my budgeting app, and incorporate
meditation or exercise to manage stress.
Maria (Enabler): Great. Now, let's discuss how the group can support you in implementing these steps.
What kind of accountability or check-ins would be helpful for you?
(Continue the discussion on group support mechanisms with a focus on guided questions.)
David (Observer): (Observing without asking questions, noting the impact of the enabler's guided
questioning on the presenter's thought process.)
Maria (Enabler): Thank you all for your contributions. Our next meeting is one week later. John, consider
implementing these steps, and we'll discuss your progress at our next session.
Session 2: Progress Update and Further Exploration
Participants:
Presenter (P): John - Facing a personal finance challenge and seeking solutions.
Enabler (E): Maria - Facilitating the discussion.
Observer (O): David - Observing and preparing to report at the end.
Session Begins:
Maria (Enabler): Good afternoon, everyone. Thank you for joining today's Action Learning session. In our
last meeting, John shared his challenges with controlling expenditures and received some valuable
insights. Today, John will provide us with an update on the progress he has made. John, please go ahead.
John (Presenter): Thank you, Maria. Over the past two weeks, I've been implementing the strategies we
discussed. I set daily reminders to input expenses, simplified my budgeting app, and started incorporating
meditation and exercise to manage stress.
Maria (Enabler): That's excellent progress, John. How have these changes impacted your daily routines
and overall financial awareness?
John (Presenter): I've noticed a significant improvement in tracking my expenses consistently. The daily
reminders have been helpful, and I'm more aware of my spending patterns. However, I still find myself
struggling with impulse buying during particularly stressful moments.
Maria (Enabler): Thank you for sharing, John. Let's explore this further. When you reflect on the instances
of stress-related impulse buying, can you identify specific triggers or situations that tend to lead to these
behaviors?
John (Presenter): It seems to happen most often when work-related stress is high, or when I'm facing
unexpected challenges.
Maria (Enabler): Understanding those triggers is crucial. Now, thinking about the activities you've
introduced to manage stress, how consistently have you been incorporating meditation and exercise into
your routine?
John (Presenter): I've been doing it regularly, but there are days when I skip due to time constraints.
Maria (Enabler): Thank you for being honest, John. Let's explore the relationship between stress
management and impulse buying. How might a more consistent practice of meditation and exercise
contribute to reducing stress-related impulse buying?
(Continue guiding John through a series of questions to explore the connections between stress
management and spending behaviors.)
David (Observer): (Observing without asking questions, noting group dynamics, and participants'
contributions.)
Maria (Enabler): Based on our discussion, John, what adjustments or additional steps could you consider
to make stress management more integral to your daily routine?
(Encourage John to reflect on potential adjustments to improve consistency in stress management.)
John (Presenter): I could set specific times for meditation and exercise each day, making it a non-
negotiable part of my routine.
Maria (Enabler): Excellent insight, John. Now, let's discuss potential challenges in implementing this
adjustment. What obstacles or potential disruptions to your routine can you foresee, and how might you
address them?
(Continue exploring potential challenges and solutions through a series of questions.)
David (Observer): (Observing without asking questions, noting the impact of the enabler's guided
questioning on the presenter's thought process.)
Maria (Enabler): Thank you, John, for your thoughtful responses. As we wrap up this session, consider
incorporating these insights into your plan. We'll reconvene in our next meeting to discuss your progress.
Session 3: Reviewing Progress and Refining Strategies
Participants:
Presenter (P): John - Facing a personal finance challenge and seeking solutions.
Enabler (E): Maria - Facilitating the discussion.
Observer (O): David - Observing and preparing to report at the end.
Session Begins:
Maria (Enabler): Good afternoon, everyone. Welcome to our third Action Learning session. Today, John
will update us on the progress he has made since our last meeting, and we'll continue our exploration of
strategies to address his personal finance challenge. John, please share your recent experiences.
John (Presenter): Thank you, Maria. I've been consistent with my daily routines of meditation and
exercise, and it has helped in managing stress. I've also noticed a reduction in stress-related impulse
buying.
Maria (Enabler): That's fantastic progress, John. How have these changes influenced your overall financial
well-being and your ability to control expenditures?
John (Presenter): I feel more in control of my finances. Tracking expenses has become a habit, and the
stress management practices have definitely curbed impulsive spending.
Maria (Enabler): Great to hear, John. Let's delve deeper. As you've been tracking your expenses
consistently, have you noticed any specific spending patterns or categories that still pose challenges?
John (Presenter): I've identified that dining out and online shopping are areas where I tend to overspend,
even though I've made progress in other areas.
Maria (Enabler): Recognizing specific spending patterns is key. Now, let's explore strategies to address
these challenges. What questions could you ask yourself before making a dining-out or online purchase
to ensure it aligns with your financial goals?
(Engage John in a series of questions aimed at helping him establish a mindful approach to specific
spending categories.)
David (Observer): (Observing without asking questions, noting group dynamics, and participants'
contributions.)
Maria (Enabler): Considering our discussion, John, what criteria or guidelines might you set for yourself to
navigate these spending decisions more consciously?
(Encourage John to articulate specific criteria or guidelines for mindful spending.)
John (Presenter): I could set a monthly limit for dining out and online shopping, and before making a
purchase, I'll ask myself if it aligns with my financial goals and if it's a genuine need.
Maria (Enabler): Wonderful, John. Now, let's discuss how the group can further support you in refining
these strategies. What type of accountability or check-ins would be most helpful for you at this stage?
(Explore potential support mechanisms with a series of questions, focusing on the group's role in John's
ongoing progress.)
David (Observer): (Observing without asking questions, noting the impact of the enabler's guided
questioning on the presenter's thought process.)
Maria (Enabler): Thank you, John, for sharing your progress and insights. As we conclude this session,
continue implementing these strategies, and we'll reconvene in our next meeting to review your
continued progress.