Consulting Phase 3: Action Planning
Course Details
![]()
60 to 90 minutes
![]()
Self-Paced
![]()
$35 (US funds)
About the Course
Develop relevant, realistic and flexible action plans to implement each recommendation from the Discovery Phase. Include practical strategies to evaluate status, adapt plans as needed and communicate status to all necessary stakeholders. Develop contingency plans to quickly respond to any unanticipated changes in plans. Ensure continued reflection and learning for all stakeholders.
This course can be completed as a stand-alone or as part of the Certificate-Series Collaborative Consulting Training.
Learning Outcomes
- Recognize when a vision for change is needed, in the present or planned for the longer-term
- Determine the key requirements for targeted and impactful action plans
- Learn how to design comprehensive action plans
- Work with your client to develop action plans targeted to their needs
- Apply a reality check on plans to ensure they will help, rather than hinder your client’s operations
- Systematically change your action plans when needed
- Align and integrate action plans for to achieve results sooner
Tools & Resources
- Training Video
- Pre and Post Assessments
- Learning Journal
- Sources for Additional Learning (recommended interactive exercise(s), book(s), discussion group and questions for reflection about the topic)
Downloadable Resources
- How to Develop Relevant and Realistic Action Plans
- Powerful Strategies to Grow an Organization
- Examples of Systematic Plans in Business
- Examples of Systematic Plans in Nonprofits
- Aligning Systems Within Organizations
How it Works: To Enroll & Get Started
Enrollment Instructions
Create your account. Go to CDI’s Learning Management System (LMS). Read the brief “Welcome” section and click on “new account”.
Select a course or Certificate-Series. Back at the LMS, click on View the Catalog of Courses and Certificate-Series, and select the desired course or Certificate-Series.
Enroll. In your selection, click on the “Enroll” button. In the "Enroll Options" page, use Paypal for major credit cards, or enter an enrollment key if you have one.
Log-in & Learning Instructions
Start your learning. In your selected course or Certificate-Series, follow the step-by-step instructions in the "Start Here". Links to your enrolled courses will be on the right side of your pages.
For support, see CDI Help Center or email us.
Proceed at your own pace. However, paid enrolled courses should be completed within 60 days, and Certificate-Series within 90 days.