Action plan
By now, you should have five or more goals written down, that you are both or all happy about and agreed upon. How do you feel? Excited? Daunted?
For those of you who are not planners, and setting goals seems so foreign, please do not feel that this is not for you. It is, as much as it is for a planner. The action plan that you will create, can be as detailed as you like, it can be at the forefront of all family decisions or not. It can be what you want it to be for your family situation. For us, we are half- half planners. We love to have goals ticking over in the background, while we get on with it and have fun along the way. At times we get really distracted and need to remind ourselves of the goals we set and why, but day to day, we are not dictated by our goals. We know what they are and how much of them we have achieved, but we still like to have an element of flexibility and improvisation.
To put everything in perspective, a strategic plan (which we call the family blueprint) gives you a place to record your vision, purpose and values (which is your family values statement), as well as your long-term goals (the goals you’ve written) and the action plans you’ll use to reach them (what we will now do).
As overwhelming as an action plan can sound, you will get your groove on, once you get started. We found the easiest thing to do, was ask a set of questions, write down our answers and then tweak it as we go along. We’ve added in the questions we asked to form our family action plan. For this we didn’t include our children, but if they have been involved in the process of developing goals or even your family values statement, it may be good to include them in some if not all of the action plan creation.
Activity: Answer the following questions according to each individual goal set.
- What: (The goal – as per family values list)
- When: (Time frame)
- Why: (motivations and how does it link to your family values statement)
- Actions required: Include when you plan to complete each task
- Measure of success: What criteria will be used, how will failure be dealt with
- Link to family budget: Estimated cost and savings plan
Creating an action plan will take time. Work through each goal at your own pace, work together to come up with an action plan for each one.
Once you’ve completed your action plan, take some time to let the goals and outcomes sink in.
Ask, is the plan as a whole realistic for your family?
What adjustments could I make, to ensure every goal is achieved?
