Your Priority Objectives
What is an Action Plan?
Why is an Action Plan important?
How will you develop your Action Plan?
Consulting with your Fellowship partner on your
Action Plan.
Your timeline for developing the Plan.
We are honored to have you here with us.
We value your time.
It is important to ensure that the program was
beneficial to you, both personally and
In developing an Action Plan, you will write down
tangible skills and strategies you learned that
made it worth your time to participate.
Promote mutual understanding and lasting
An Action Plan will help you think about what you
have learned to better understand Americans and
how you might share this knowledge with your
colleagues, friends and family.
An Action Plan will help you better understand how
Americans perceive your country and how you can
work to further educate the world.
An Action Plan will help you think about how to
maintain and grow your new relationships.
Provide a forum for you and American partners
to collaborate and share ideas, approaches, and
An Action Plan will help you think about the new
ideas and strategies you have learned and help you
decide what action you can take to put these new
ideas into practice in your own work and
Build a global network of professionals as we
work in an increasingly interconnected
An Action Plan will help develop plans to stay in
touch with your colleagues on the program, with
other U.S. alumni in your country, and with global
Develop leadership abilities that you already
have to effect positive change in your workplace
and community.
An Action Plan helps you think about the skills you
have developed on this program and what you can
specifically do to use these new skills in such areas
as communication and planning.
Learn best practices in microfinance
Gain better guidance in business development
Gain experiences that help support job creation
Learn to set up successful business plans
Build networks and share information
Learn best practices to improve work culture
Enhance personal leadership and management skills
Improve personal knowledge of entrepreneurship
Exchange experiences on best practices for women entrepreneurship
Share knowledge in organic farming management
Gain knowledge of how to empower young people
Learn perspectives on community enterprises
Strengthen skills in economic empowerment and sustainable development
Improve communication and teaching skills
As your time progresses in the U.S., your
objectives may evolve.
After just one week in the U.S., your objectives
may already have evolved.
After one week with your Fellowship, your
objectives may continue to evolve.
Take a few minutes now to think about and write
down your objectives for your time in the U.S.,
both professionally and personally. Don’t share it
with us, but keep these with you to reflect on
throughout the program.
What will develop you personally as a leader
and an agent for change?
How can you develop your skills to be the best
you can be?
What would make a real difference in your
What would make a real difference in your
community, in your country, and to the world?
You are a leader and can do great things!
Before you write your Action Plan, you need to
understand your Vision. After you develop your
objectives, see if they fit into your larger Vision.
 What would you like to see happen?
 Consider where you want to go and the Action
Plan will be the series of steps you take to get
An Action Plan helps you assess what you’ve
learned, to communicate your goals (to yourself
and to others), and to make your ideas reality.
Your objectives
What you’ve learned that you want to replicate
Adjusting US strategies to your cultural context
List what specifically needs to be done
Describe the team or specific individuals required
to get it done
The resources required to do it
The objective you wish to achieve
Specific steps to achieve the objective
A time schedule to achieve each step
Designation of who is responsible for each step
Description of the resources needed
Evaluation Plan: This does not need to be
detailed in the Action Plan. But you need a
strategy to determine whether your steps are
working and whether you need to readjust.
Understand Your Objectives
Begin Your Fellowship
Take Notes On Strategies/Innovations/Ideas
Ask Many Questions: the most important part!
If you identify tactics you want to use in your own
work, write it down as something that might be
part of your Action Plan.
Each night, review the activities of the day.
What do you want to take back to your home?
What might work the same way that you’ve
seen it implemented here?
What might work but needs great adjustment
for your home context?
Consider follow-up questions you may have for
the person who shared this idea/strategy with
you. Conduct follow-up meetings or e-mails.
Great to have lots of new ideas, but don’t
overwhelm yourself.
Each Action Plan is different:
Some Fellows may have many small and simple
action areas that can be achieved quickly.
Some Fellows may have one major action item that
will take 3-5 years.
Some Fellows will have a combination of small and
large items.
Some Fellows will include a visit by their US partner
in the Action Plan; some won’t.
What about your work is important to you and to your
What constraints do you have that limit your ability to
do this work?
What do you do when something difficult or
challenging arises?
What do you do when something positive happens?
What activities are working well?
What activities can be improved?
How often do you achieve the result you wanted?
Did the activities make sense in terms of what you
were trying to achieve?
A SWOT Analysis (or SWOT Matrix) is a structured
planning method used to evaluate:
 Strengths. Characteristics of your business or
project that give it an advantage over others.
 Weaknesses. Characteristics that place the
business or project at a disadvantage relative to
 Opportunities. Elements that the business/project
can exploit to its advantage.
 Threats. Elements in the environment that could
cause trouble for your business/project.
Cultural Context. What works in the US may not work in your
country. But how do you adjust it so that you are successful?
Your Organizational Culture. Is your organization open to your
ideas? Can you be successful with your Action Plan?
Team Approach. How do you include other members of your
organization in your plan to help make it a success?
Integration. How will your Action Plan fit with existing
organizational planning?
Time Frame. Don’t plan to do too much in too
short a time.
Timelines. Look at your plan as a whole to
ensure that the sequencing and scheduling
makes sense.
Detail. Think through the details of
implementing your actions.
Resources. Be realistic in assessing your inputs.
At the end of Week One, consider what your Action
Plan looks like at this point in your fellowship.
Keep this draft to help you create a plan to email to
Deena no later than Monday, May 26 at 1700.
If you have one earlier, please send it earlier.
It’s okay if it’s not perfect, but please send something.
We will continue to work on your Action Plan with you.
Action Plan
Overarching How you will
All the small steps you
Achievement accomplish this? need to take to do this?
Responsbility Timeline
Who precisely When will it get What do you need How much How will you measure
will do this? accomplished? to accomplish it? will it cost? you have succeeded?
What is my goal?
Expanding international partnerships for Montana.
What are my objectives?
Develop more people-to-people relationships.
Create study abroad opportunities.
Create business relationships.
Create better understanding of other
What are my tasks and timelines?
Find funded-projects to achieve these goals as
- review with email alerts
- review private foundation websites
monthly and create alerts
- meet with international Montana
corporations on an ongoing basis
- write grant proposals on an ongoing
Evaluate: Am I Successful?
Number of new projects
Amount of new funding
Specific participants supported
New business development
Number of students studying abroad
Number of students studying new languages
Number of people applying for new passports
Are the proposed actions valuable?
Are they do-able?
Can you get the resources you need?
Will your team support you?
Important Message: Each Action Plan is Different!