Team Action Plan

Convert the day into owned, specific commitments.

The closing exercise of the Teamwork workshop. The team converts insights from the Team Health Canvas and commitments from Super You into a small number of specific, owned actions with agreed timelines and a date to review progress.

Type
Exercise
Time
45 minutes
Group size
4-12 people
Best as
Action planning
In depth

A little more detail.

The Team Action Plan is the point at which the day's conversation becomes real commitment. It draws on two sources: the priority dimensions identified on the Team Health Canvas, and the personal commitments made in Super You. The team converts those inputs into a small number of specific, owned actions with timelines. The emphasis is on quality over quantity: three well-defined commitments that people actually follow through on are worth more than ten vague intentions. The session closes with the team setting a review date, giving the action plan a beginning, a middle, and an end.
Outcomes

What you'll leave with.

A shared action plan with 3 to 5 specific team commitments, each owned by a named person, alongside individual pledges confirmed and visible to the whole group. The team leaves knowing exactly what will happen next and when they will check in on progress.

Facilitation notes

How to run it.

Keep the team canvas visible with priority dimensions marked and the individual commitment sticky notes in place, and have a flip chart ready with columns for the action, the owner, the date, and how you will know it has worked. This is where the day's honesty turns into three to five clear commitments, owned by real people, with real dates.

one
5 minutes

Frame the session clearly: we have spent the day being honest about where things are, and this is where we decide what to do about it. Set the expectation of three to five clear commitments, owned by real people, with real dates. If you try to capture every insight from the day, none of it will happen.

two
20 minutes

Return to the two or three priority dimensions. For each one, ask what is the one most important thing we could do as a team to improve this, who is going to own it, what done looks like, and when it will happen by. Be firm about specificity. We will communicate better is not an action. We will send a weekly update every Friday morning covering priorities and blockers, owned by a named person, starting next Friday, is an action.

three
12 minutes

Return to the individual commitment sticky notes on the canvas. Ask each person to read their commitment aloud, and ask the group to acknowledge each one briefly. Individual and team commitments should sit on the same document.

four
8 minutes

Close by agreeing a specific review date, four to six weeks out, and ask the team leader to confirm they will put it in the diary before the end of the week. An action owned by everyone is owned by no one, so push for a named individual on every action, and edit the list ruthlessly if it grows too long or too vague. Close simply: you have spent a day being honest, doing real work, and making real commitments to each other, and what happens next is what will determine whether this was a good day or a great one.

When to use it

Use Team Action Plan when a team day has surfaced priorities and you need to convert them into action before people leave. The team agrees three to five specific commitments, each with a named owner and a date, and sets a time to review progress.

Use it when

  • You are closing a team day and need to convert insight into owned actions.
  • The team has surfaced priorities and personal commitments to act on.
  • You want a small number of specific commitments with named owners.

Not the right tool when

  • The team has not done the diagnostic work the plan should build on.
  • There is no appetite to commit to specific actions.
Used in

Workshops that feature this tool.

Use it with your team

This tool works best in a well-facilitated room.

Using this tool with a skilled facilitator means that discussions are focused, time is used efficiently, and the group moves toward consensus, making the session productive and impactful.