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Archive for action plans

You work hard when you provide training. How do you assure, though, that your attendees actually take home strategies they know are useful to them?

Trainers: How do you assure that your attendees actually capture strategies that they feel will help them in their careers? Or, do you just expect them to be able to make the leap from what you’re teaching to how they’ll use the information and skills?

The strategy I’m explaining below is excerpted from my training programs, which certify instructors in Washington state to teach clock-hour approved courses. See Train the Trainer, my distance-learning version, or Instructor Development Workshop, my live version. Both can be found at Cross Institute.

The situation: The attendees sits all the way through that day-long class. In the after-class evaluation, he says, “I didn’t get anything I could use.” Oh, boy. Here you’ve worked hard to bring each attendee the strategies needed to propel careers forward. Yet, this attendee (and it’s a common problem), said he didn’t get anything useful from the class.

What’s going on? What’s going on is that attendees may not have a method to translate what you’ve shared in class to apply to their own situations. You need to provide them a method to ‘translate’ your strategies to their solutions, and capture those translations to put to use once they’re out of class.

The Action Plan Method

Here’s a great method to do just that. At the end of your warm-up, or, at least in the first 1/2 hour of your presentation, introduce the action plan. In this section, I have given you a couple of examples of action plans. Also in this section, I’ve made a sheet called your action plan. Put this sheet in your handout, or make it a separate sheet.

Take a look at the Action Plan template here.

If I were teaching this class ‘live’, I would ask attendees to take this sheet out of your handbook and keep it beside you, as you go through this course. I encourage you to include an action plan ‘template’ in your outline when you’re teaching,  and ask the students to take it out of their handbook, and keep it beside them as they go through the course so they can capture action items. These action items don’t have to be things that you say. it’s whatever pops into their heads. Many times when I’m teaching, I tell people that the person with the longest action list gets the most out of the course. So if they paid $250 for the course, and they’ve got an action list of four pages, they really got a $2500 course. Whereas the person who paid $250 for the course, and has three items on the action list, probably should have paid only $50 for the course! (Or, at least that’s the value they got, because they couldn’t apply all the principles and skills to become a better instructor).

It’s not the information you get. It’s what you do with it.

Including this step increases your adult learner’s desire and ability to create practical action steps to implementing the concepts and skills you are teaching.

Adult learners many times don’t have the skills to translate the concepts you’re teaching to ‘real life’. Using the Action Plan process teaches them to learn better.

How do you provide ‘reflection time’ so that your attendees have a quiet moment to think through possible action items and commit?

Let me know how this terrific method works for you!

Can I help your association or business be better in front of an audience? I’d love to create a customized training for you. Here’s what you can accomplish with me:
1. Create an effective 3-60 minute persuasive presentation, so you’ll get more business when you’re in front of 2 or 200 (especially great for affiliates–mortgage and title reps, home warranty companies)
2. Learn and apply new teaching methods to keep our audience engaged–so you’ll get great reviews and more trainings
3. Get exciting, easy, and effective creative training strategies to put more ‘zip’ in your presentations–and polish your courses
Contact me at carla@carlacross.com or call me at 425-392-6914 and we’ll explore how I can help!

In November and December, I’m featuring business planning. Check out my blog for agents, Up and Running in 30 Days.

Do you haveA�action plans for each of your specific action areas built into your business plan?

So often, our business plans are ‘big picture’. It’s lovely, it’s inspirational–and it’s utterly not useful to our everyday practice! For a business plan to work, it has to have the ‘big picture’ parts (vision, review, mission, objectives) AND the action plan parts–those things you really intend to do each day and week. These are the actions that result in reaching your monthly and yearly goals.

What Action Plans do Leaders Need?

Here’s a graphic from Business Planning for the Owner, Manager, and Team Leader. You can see the specific action areas I think you need in your business plan. I made these divisions so that you actually could create action plans that had relevance to what you do every day. And, accomplishing actions in these areas assures you are taking daily steps to reach your goals.

Action Plans Must Relate to Your Goals

Too often, when we get to the weekly and daily tasks, the actions that effect our bottom line just don’t happen.

For example: You’ll see that recruiting plans are one area of our action plans. But, life gets in the way and we just don’t recruit. So, to assure you do the actions you KNOW will result in greater productivity and profits, use these divisions and make your specific plans. In my business planning systems, I’ve made detailed, fill-in forms that assure you think through and make action plans for each of these areas–action plans you can rely on. Otherwise, my experience shows that brokers just don’t get to the details of action planning.

Click here to get a copy of these action plan areas.A�

Want to see more on business planning? Check out my online programA�Beyond the Basics of Business Planning. All the instructional webinars and documents are online, and very easy to complete and implement. This is a program created exclusively for real estate owners and managers. And, when you purchase the manager’s package, you also get access to all the agent’s planning videos and documents.

Complimentary Business Planning Webinars

I’ve recorded 2 webinars for you to help you get inspired to plan for next year–and to give you information on what I believe are the biggest success strategies for the coming year. One webinar is for agents and one is for leadership.

Click here to view them.

 

A�

In December, I’m doing business planning in this blog and my blog for agents, Up and Running in 30 Days. Check back for free processes, checklists, and guidance.

Do you haveA�action plans for each of your specific action areas built into your business plan?

So often, our business plans are ‘big picture’. It’s lovely, it’s inspirational–and it’s utterly not useful to our everyday practice! For a business plan to work, it has to have the ‘big picture’ parts (vision, review, mission, objectives) AND the action plan parts–those things you really intend to do each day and week. These are the actions that result in reaching your monthly and yearly goals.

What Action Plans do Leaders Need?

Here’s a graphic from Business Planning for the Owner, Manager, and Team Leader. You can see the specific action areas I think you need in your business plan. I made these divisions so that you actually could create action plans that had relevance to what you do every day. And, accomplishing actions in these areas assures you are taking daily steps to reach your goals.

Action Plans Must Relate to Your Goals

Too often, when we get to the weekly and daily tasks, the actions that effect our bottom line just don’t happen.

For example: You’ll see that recruiting plans are one area of our action plans. But, life gets in the way and we just don’t recruit. So, to assure you do the actions you KNOW will result in greater productivity and profits, use these divisions and make your specific plans. In my business planning systems, I’ve made detailed, fill-in forms that assure you think through and make action plans for each of these areas–action plans you can rely on. Otherwise, my experience shows that brokers just don’t get to the details of action planning.

Click here to get a copy of these action plan areas.A�

 

New Business Planning Program for Managers

Do you find it difficult to get your agents to plan? Do you put off doing your office plan? Here’s your solution. This all-new program does several things for you:

2 webinars teach your agents how to plan using Carla’s strategic planning system

14 planning documents are included to guide your agents right through the planning process

3 webinars for you:

1. How to Create a Great Office Plan

Included: 22 office planning documents to make it easy for you to stay on track and create a great plan

2. How to Convince your Agents to Plan

3. How to Integrate your Office and Agents’ Plans

Also: Hundreds of dollars of bonuses included. See more at Come See 2012: Beyond the Basics of Business Planning. Why not build a great office plan and get every agent a real strategic plan–one that’s inspirational all year?