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Action Plan Tool

How to Use

Follow these 4 simple steps to turn your goals for adulthood into real, trackable progress. Set a goal, build a plan, take action, then check in and adjust.

GOAL

Create goals for adulthood on your Individualized Education Program (IEP), Person Centered Plan, or using another Goal Planning Tool.

PLAN

Customize your action plan for topic area(s) of interest, based on your goals. Make a plan for when each item will be completed, by whom, and using which resources or services.

DO

Begin taking action on your chosen action plan items! Remember to block out time to complete them.

CHECK

Monitor your progress using our Action Plan Monitoring chart. It’s OK for plans to change! Adjust, or re-create, your Action Plan, as needed.

Action Plan Monitoring Chart

Add your action plan items to this monitoring chart to track when each item will be done, by whom, and with what resources.

Having trouble completing an Action Item?

Find what’s getting in the way, and what to try next.

What stopped youWhat to do
Too big or too hardBreak the item down into smaller steps
Not enough timeSet a new time in the “By when” column 
Remember to block out the new time in your planner or calendar
Something came upSet a new time in the “By when” column 
Remember to block out the new time in your planner or calendar
I/ we need more information or skillsCheck out Work Together NC’s resource library and toolkits.
I/ we need more helpCheck out Work Together NC’s service library
My goal has changed.Recreate your action plan

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