Define an Action Plan
Understand where to go with your project
The goal is to define an action plan by getting a deeper understanding into the vision, success factors, challenges, resources and phases that will be needed for the project.
The Game Plan shows you how you’ll get where you want to go with the project.
It helps you and the team with the following:
- Visualize the tasks and track outcomes
- Get a deeper understanding into the vision, success factors, challenges, resources, and phases that will be needed for the project
- Get consensus around specific tasks required to complete the project
Define an action plan for your project
Designers, Business Leads, Customer
Before You Start
- Define a vision for your project
- To set up a vision of success for the use case and milestones that will help you achieve that vision, we recommend you to conduct a Remember the Future exercise with the following method:
Method: Remember the Future
- Know the use-case you want to have the game plan for
- We recommend you have identified use-case ideas with business impact, using the following method:
Method: Use-Case Exploration Workshop
Materials you will need
Templates for Download
Templates for Virtual Collaboration
Define the vision to complete the objectives for the project
Start with the vision for your project. You can use your results from the Remember the Future exercise as input. Formulate a vision statement stating the team’s vision for the project.
Try to formulate the vision statement as your project’s final future achievement and the impact of that achievement. The vision statement should give a clear direction to your project going forward.
Describe the objectives and deliverables of the action plan
Conduct a brainstorming and capture deliverables on sticky notes. Use one sticky note per objective or deliverable. Review, discuss, and align the objectives and deliverables with the team.
Capture what is out of scope
Conduct a quick brainstorming and capture what is out of scope on sticky notes. Use one sticky note per item.
Write down all the steps and related activities to complete the objectives
Write down all steps and related activities (and, if needed, the deliverables for individual steps) on sticky notes. Use one sticky note per activity. You may afterwards cluster the activities according to the different phases of your project. Discuss and align with the team.
Identify the individuals and teams as responsibles in charge of the tasks
Write down the individuals and teams in charge of the tasks. Use one sticky note per individual or team. Review, discuss, and align on who is going to be responsible for the outcome of individual steps.
Identify the criteria of success and challenges to overcome
Conduct a brainstorming and identify the criteria of success and challenges to overcome in order to accomplish the vision through all the activities. Use one sticky note per idea.
Throughout the project, refer to the Game Plan. It is useful to track follow-up action items on a regular basis.