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How to make an action plan: sample

Under the event is meant a meeting planned and held with the participation of a group of people: a holiday, a business meeting, a sports competition, a children's morning performance, an advertising campaign, etc. Since a large number of participants are most often present at the event, it is extremely important to take care of the safety of all guests, and That they were comfortable, no one was bored, there were no complaints about the menu, the performance of artists, the design of the room for negotiations, etc. In order to avoid unpleasant surprises, Get ready.

Preparation of the event begins with planning. It is better to worry about how to plan an event. The more time remains before a significant date, the more opportunities to think, weigh, avoid mistakes and negative feedback from participants. Plans are prepared in accordance with the specifics of the event, but there are general guidelines for planning.

What to envisage in the plan

First of all, the goal. No event is held just like that. The managers of the company wish to achieve certain results: the formation of a corporate culture, the promotion of goods on the market, the expansion of business sites, the rallying of employees, the celebration of the jubilee (official recognition of his merits to the firm), etc. The main thing is that the goal must be specific, clearly formulated and achievable . Together with the purpose, the type of event is determined (a buffet table, a picnic, a holiday in the water park, etc.).

The next stage of planning is the budget. No matter how hard the organizer tries, all creative ideas will not be realized, if the estimate does not allow it. Therefore, before deciding how to draw up an action plan, it is necessary to decide on the finances.

The following items are taken into account:

  • Number and sex of guests (necessary for making menu, selection of drinks);
  • The venue of the event;
  • Registration and technical equipment;
  • Transport (if the event is an exit event);
  • Photo and video;
  • Invitation to the host, artists;
  • Prizes and gifts;
  • Coverage of the event in the media (if necessary).

Questionnaires

After clarifying the above issues, you can start compiling questionnaires for the invited. So it will be easier to take into account the wishes of the guests. Based on the results of the questionnaire, it may be necessary to make adjustments to the plan and estimates. We offer an approximate list of questions:

  1. Are you planning to attend the event?
  2. If you do not plan to attend the event, then for what reason?
  3. How did you hear about the event?
  4. How was the registration for the event (it was very simple, simple, without any problems, with minor difficulties, there were difficulties)?
  5. Do you have any suggestions on the menu?
  6. Who will pay for your participation in the event?
  7. What topics, questions for discussion are you interested in?
  8. Do you have questions about the event, which ones?
  9. Do you have any questions for the host of the event, which ones?
  10. How would you like to receive information about the event (address mail, e-mail, phone)?
  11. Other.

Questions are adjusted depending on the type and content of the event. The main thing is to compile the questionnaire in such a way that the organizer receives all the answers that interest him. This will help determine how to plan an event, avoid all kinds of misunderstandings. So, business partners-Muslims during the banquet will not touch the pork (hence, the menu should include dishes from chicken, turkey), and the jokes of the leading corporate can not seem ridiculous to someone. Of course, the survey should be anonymous.

After the information is collected, the employee proceeds directly to the drawing up of the plan.

How to draw up an action plan: an example

The plan form is developed in accordance with GOST R 6.30-2003 "Unified documentation systems. Unified system of organizational and administrative documentation. Requirements for registration of documents. " Traditionally, the plan lists the types of work for the preparation and conduct of the event, deadlines and responsible. At the beginning of the document, the name of the organization and the type of approval document, the date, number and place of the document, the approval stamp are indicated. Separately, financial documents, approval sheets and documents are reviewed. In the form of a scheme it looks something like this:

Table 1. Sample activity plan

I approve

---------------

---------------

(Position of the head of the company)

------------------------------------- (FULL NAME.)

(signature)

Plan of activities for the preparation and conduct of

-------------------------------------------------- -----

(Name of event)

The date of the:

Location:

Purpose of the event:
No. Types of jobs Deadlines Responsible
1. Creation of the organizing committee 12/15/2014 FULL NAME.
2. Drawing up a cultural program 12/15/2014 FULL NAME.
3. ...

The plan may also provide for the columns "results" and "notes".

The plan is discussed with the company's management, approved and communicated to employees. The responsible persons put their signatures on the inspection sheet and receive a copy of the plan on their hands. After that, the question: "How to draw up an action plan?" Is considered closed.

As a rule, events are held several times a year, so an event manager or other specialist has to deal with the preparation of an annual plan of events. How to draw up a plan of events for the year?

Annual plan

Before you start drafting the annual plan, you need to analyze the company's activities for the outgoing year. Based on the results of the analytical work, a report is prepared, the content of which will allow setting goals for the next 12 months. To achieve precisely these goals will be sent to activities held in the new calendar year.

Activities are planned by months. How many events to spend each month - the company decides. Everything depends on the goals set and the pressing problems. Single, periodic and ongoing activities are envisaged. One-time activities include, in particular, the purchase of equipment from a foreign company. The current event is also held once, but takes a longer time. Periodic events are repeated after a certain time interval. This can be the development of employees (conferences, seminars, webinars), development and implementation of projects, corporate events and so on. All activities should be logically coordinated among themselves on the expediency, subject matter and timing.

Annual plan form

The annual plan is drawn up in the form of a general work plan or a time schedule. Sometimes both options are appropriate (for example, if the performers work in different organizations). Consider these types of plans in more detail.

In the general annual plan, the serial number, name of the event, deadlines, results, responsible executors and a note are noted. In the chapter "Result" the product of the activity of specialists is indicated: a process or mechanism diagram, a completed project, a report, a package of documents, etc.

Table 2. Sample of the overall work plan
No. Name of event results Deadlines Performers Notes
Start Ending Ltd OJSC Company
1. international Conference Collection of abstracts 15.01 17.01 FULL NAME. FULL NAME. FULL NAME. Students of specialized universities are attracted
2. Presentation of a new kind of cheese Report on the presentation of a new kind of cheese 16.02 17.02 FULL NAME. FULL NAME. FULL NAME. Technology companies are attracted
3. ...

When drawing up a time schedule, the activities are indicated for each month. The joint between the name of the event and the month is painted over. The type of document can be approximately the following:

Table 3. Sample time schedule
No. Name of event results Performers year 2014 Notes
January February March
1. international Conference Collection of abstracts

Ltd

OJSC

Company

1.1. Preparation of the information letter Information mail Office Manager
2. Presentation of a new kind of cheese Report on the presentation of a new kind of cheese
2.1. Preparation of advertising brochures Brochures Marketing department

In addition to the annual plan, justification of activities, forms of reporting and control, as well as applications are developed. The applications include:

  • Financial documentation;
  • Plan of communications, other accompaniment of the event;
  • Risk analysis.

All of the above plans are made for adults. But different events are held with children. The patterns of planning for the guys are about the same, but there are some features.

How to plan an event for children

The event for small citizens differs from that for adults, first of all, by an educational and (or) health-oriented orientation. Responsible teachers, psychologists, mass-workers-entertainers, librarians, counselors in health camps and other specialists working with children are appointed. The specificity of the event depends on the age of the children and the tasks assigned. Consider the features of planning activities in the preschool, school, library and health camp.

Preschool institution

Activities in the kindergarten are part of the annual plan. Provided for:

  • Matinees (thematic and for festive dates);
  • Sports holidays;
  • Days and weeks of health (include various activities);
  • Parental meetings, and so on.

For each of these activities, a plan or scenario is drawn up, which is approved by the head and coordinated with her deputy. The name of the event, goal, tasks, time and place, equipment, inventory, the course of the event (in the scenario) and the responsible ones are indicated. Here is an example of the design of an action plan for the Health Day:

Table 4. A sample of the Health Day plan in a preschool institution

I approve:

Director

---------------(FULL NAME.)

«____» ______________ 2014

Agreed:

Deputy Head of OIA

------------------------------(FULL NAME.)

«____» ______________ 2014

Plan of measures for the Day of Health (date)
Time and place event title Group Responsible

8.00 - 8.30

Sports ground

Morning exercises All groups Group educators

10.00 -10.30

Gym

Relays Senior group Physical culture instructor, group educator
...

15.00 - 15.20

Pool

Athletic leisure "Neptune came to us" Middle group Swimming instructor, nurse, group educator
During the day Pictures from the Day of Health All groups Group educators, caretakers' assistants

Depending on the specifics of the event, the expected results can be indicated (reduction in the morbidity of pupils, formation of ideas about a healthy lifestyle in children, raising the level of pedagogical culture of parents, etc.).

The scenario of the event for preschoolers is games, presentations of fairy tales, foci, attractions. It is important that the holiday was interesting, fun, bright, and most importantly - useful for kids.

School

Activities for students are planned during the school year and on vacation. The plans of the events are the head teacher, the class teacher, the teacher of physical culture, the teacher-organizer, the psychologist. Plans drawn up by teachers are checked and approved by the head teacher. The goals and objectives of the event, the expected results are planned, responsible persons are appointed. When drawing up plans, the age of children, their interests, problems in the class (progress, behavior, relations in the team, etc.), as well as objective factors (time of year, type of settlement, peculiarities of the terrain, climate, etc.) are taken into account, Memorable dates. In accordance with this, events are held on the theme "Knights and Princesses", "Acquaintance with the Musical Theater", "The Feast of the Summer", "They Fought for the Motherland" and others. The main thing is for the children to be interested. The students themselves are involved in the preparation and planning of the event. How to draw up an action plan? The sample is presented in the table.

Table 5. Sample plan of activities for school holidays

I approve

Director of secondary school №

---------------------------(FULL NAME.)

Plan of educational events for the autumn holidays
No. Event date Class Time
1. Visiting the Musical Comedy Theater 10/10/2013 eleven 16.00
2. Operation "Cure the book" 10/29/2013 5-6 12.00
3. ...

Children's Library

Librarians take care that children read more and love books. For this purpose, literary evenings, quizzes, auctions, etc. are held. How correctly to draw up a plan of events in the library? This work is carried out in several stages. The theme of the event is chosen, its purpose and age-specific targeting are determined. According to the age of the participants, literary works are selected, a script is compiled.

Do not forget the librarians and advertising: made posters, leaflets, invitations. An important point is the preparation of visual-illustrative material. The event itself is recorded, analyzed and promoted in the media. The form of the plan can be approximately the following:

Table 6. Sample plan of activities in the children's library
No. Event form event title Lecture hall the date of the
1. Theatrical performance To Valentine's Day High school students 14.02
2. Question and Answer Evening "Who knows more tales?" Preschool and primary school students 18.03
3. ...

Health Camp

Beginning teachers are concerned with the question: "How to make an action plan for a shift?" Traditionally in camps, camp counselors use a grid plan. The detachment measures are coordinated with the camps, bath days, arrival and departure times are included. The plan-grid is filled with activities that take place before lunch, after lunch and dinner. The winning option is drawing up two grid plans: for clear and rainy weather.

It looks like a grid plan like this. The sheet of paper is divided into rectangles by the number of days of the shift. Events are recorded in each rectangle.

Table 7. Sample plan-grid events in the health camp
Work plan for shifts

1 day

Check in

Operation "Comfort"

Round-the-world "Hello, Camp"

Evening Dating

2 day

Round-the-world "The rope course"

Competition "Hello, we are looking for talents!"

3 day

Opening shift

Celebratory concert

.... ... ...

It is advisable to involve children in drawing up a plan-grid, because events are planned for them. You can create a working group of the most active guys or put a box of offers in the game room. It will not be superfluous to hold a brainstorm.

In the scenario of a specific event, the goal, place and time, equipment, inventory and the course of the action itself are indicated.

When drawing up plans (both for adults and children), it is important that the event be expedient, useful, interesting and memorable.

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