Como elaborar um plano de ação para minha empresa? - Sebrae

Summary

This video explains the importance of creating an action plan for business success. It introduces the 5W2H methodology, which involves defining the objective, understanding why the action aligns with company goals, determining the necessary steps, location, and responsible individuals, setting deadlines, and identifying required resources. The video emphasizes the need for structured planning and continuous monitoring to ensure successful execution of the activities. It encourages effective involvement and timely support to overcome challenges during the process, ultimately aiming for the successful achievement of business objectives.

Takeaways

• 😀 A plan of action is a document that outlines the steps to achieve a specific goal, detailing actions, timelines, responsibilities, and resources.
• 😀 The plan should define clear objectives, outline the steps needed to achieve them, and assign responsibilities.
• 😀 There are various methodologies for creating action plans, ranging from simple task lists to comprehensive systems using both online and offline tools.
• 😀 The 5W2H methodology is a simple and effective approach to creating action plans, which includes seven key steps.
• 😀 The first step in 5W2H is defining 'What' – the objective and goal of the action plan.
• 😀 The second step is 'Why' – explaining the reasons behind the action and ensuring it aligns with the company’s strategic goals.
• 😀 The third step is 'How' – determining the steps required to achieve the objective, breaking them down into a detailed list with timelines, responsibilities, resources, and expected outcomes.
• 😀 The fourth step is 'Where' – specifying the location where the activities will be carried out, such as city or region.
• 😀 The fifth step is 'Who' – identifying the person or team responsible for executing the action and tracking its progress.
• 😀 The sixth step is 'When' – establishing deadlines for completing each action item.
• 😀 The seventh and final step is 'How Much' – determining the resources required for each activity and allocating them appropriately.
• 😀 You can organize these action steps in spreadsheets or project management tools, allowing for detailed tracking and connection of related tasks.
• 😀 Regular monitoring and support are essential to ensure successful implementation, addressing challenges as they arise during the process.

Q & A

What is a plan of action?

A plan of action is a document that outlines the list of actions to be taken in order to achieve a specific objective. It should define the steps required, a timeline, responsible individuals, and necessary resources.

What are the key components of a plan of action?

The key components of a plan of action include defining goals, determining steps to achieve them, creating a timeline, assigning responsibility, and identifying required resources.

What is the 5W2H methodology?

The 5W2H is a simple and efficient methodology used for creating action plans. It consists of seven questions: What, Why, How, Where, Who, When, and How Much.

How should the 'What' question be addressed in an action plan?

In the 'What' stage, you must define the objective and the goal of the action plan.

Why is it important to explain the reason behind an action in an action plan?

Explaining 'Why' an action is necessary helps ensure that it aligns with the company’s strategic goals and clarifies its purpose.

How do you determine the steps to take in an action plan?

The 'How' question involves asking what steps need to be taken to reach the goal. Each step should be broken down into smaller tasks with clear timelines, responsibilities, resources, and expected deliverables.

What should be specified under the 'Where' question in an action plan?

In the 'Where' stage, you should define the location, such as the city or region where the activity will be carried out.

What is the significance of the 'Who' question in an action plan?

The 'Who' question identifies the person or team responsible for executing the action. This ensures accountability and proper monitoring of the activity.

How is the 'When' question applied to an action plan?

The 'When' question determines the timeline for the completion of each task, helping to set clear deadlines for the actions to be implemented.

What resources should be considered in an action plan?

The 'How Much' question defines the resources required to carry out each activity, such as funding, materials, or manpower.