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Action plans:

What is an action plan?

An action plan is a set of tasks, organized into a delivery schedule. It can be created to solve a specific problem. But it is also used to organize the actions needed to solve several problems simultaneously. Therefore, the stock plans are prepared in weekly, fortnightly, monthly, bimonthly, quarterly, half-yearly or annual periods.

How does 5 Ideias Consultoria prepare action plans?

Our company uses the PDCA methodology, grouping our actions into four cyclic phases until the problem(s) is(are) solved. But let's understand each one of them below:

1st STAGE - Plan:

1. Plan with PATIENCE to see it through to the end:
The purpose of this step is to describe:

- what will be done;

- how actions should be performed;

- who will be responsible for each action;

- and when each action should be completed.

But this stage is divided into 3 (three) steps:

1.1. Diagnose:
1.1.1. List all issues;

1.1.2. Identify people who can be a source of information.

1.2. Measure:
1.2.1. Schedule meetings to gather information;

1.2.2. Collect as much information as possible from all the problems listed;

1.2.3. Implement emergency actions to contain the identified problems;

1.2.4. Monitor the processes that generate problems with a focus on quantifying the results.

Note: In some situations, it is not possible to identify the root cause of problems. So we need to monitor the processes to identify why problems occur.

1.3. To analyze:
1.3.1. Analyze the collected information;

1.3.2. Develop a schedule of proposals for actions focused on solving problems;

1.3.3. Present an action plan to the client (contractor);

1.3.4. Negotiate the signing of the service provision contract;

1.3.5. Proceed to the next step.

2nd STAGE - Driving:

2. Distribute to those with the PASSION to do good:

The biggest challenge in executing action plans is the team's resistance to change. Therefore, it is essential to involve employees in the execution of the action plan.

2.1. Responsible:
2.1.1. Identify who will be responsible for each action, described in the plan, including the consultancy and the partners;

2.1.2. Explain the actions to those responsible.

2.2. To execute:
2.2.1. Listen to the opinions and suggestions of those responsible;

2.2.2. Allow those responsible for the actions to test their suggestions.

Note: Employees must feel like part of the solution. Thus, we reduce resistance to change.

3rd STAGE - Check:

3. Accompany with MULTI-VALENCY to find creative solutions:

Many companies know how to develop action plans to solve operational problems. But most of them fail to follow up on actions. Because, when thinking about an action, it is necessary to define which numbers will be used to measure the results.

3.1. to control:
3.1.1. Define how to measure the results of each process (source of problems);

3.1.2. Agree with the consultancy on the period (weekly, biweekly or monthly) for monitoring the action plan;

3.1.3. Justify the actions that were not completed within the planned period;

3.1.3.1. Schedule a new delivery deadline for actions not completed on time;

3.1.4. Analyze the results of actions delivered on time;

3.1.5. Propose additional actions to adjust the action plan focusing on expected results.

3.2. to assess:
3.2.1. Evaluate the information collected during the execution of the action plan;

3.2.2. Proceed to the next step.

4th STAGE - Act:

4. Decide with PERSISTENCE to do it again:

Now it's time to decide if the actions solved the problem or not.

4.1. Standardize:

4.1.1. Identify the results of the processes, after solving the problems;

4.1.2. Develop standardization manuals when necessary;

4.1.3. Train the team in the execution of the new process.

4.2 Reassess:
4.2.1. Collect information to understand why the planned actions did not solve the problems;

4.2.2. Define new actions to seek solutions to problems;

4.2.3. Create actions until you solve all problems.

Our consultancy does not work miracles with the PDCA method. But we are PREPARED to do whatever is necessary to achieve the expected results. In other words, PDCA is a cycle of attempts to solve any given problem. Since 5 Ideias Consultoria will propose actions until it manages to find the best process with a focus on the expected results.

Project management:

5 Ideias Consultoria can be hired to manage your company's restructuring projects. As well as the team responsible for implementing the Action Plan.

What is project?

Project is a set of action plans and/or processes with limited time for completion.

What is project management?

Project management must be carried out by a leader who is responsible for monitoring actions and evaluating results. In other words, the project manager must ensure that the actions are carried out in accordance with the costs, time and scope planned.

Process diagram:

The process diagram is a method used to present the path of processes, companies, in a visual and intuitive format.

Discover the diagram of the online consulting process below:

Custom worksheet:

We create custom worksheets to control any administrative process, such as worksheets for:

Spreadsheets for Sales control.

Sheets for data analysis.

Spreadsheets for inventory control.

Customized templates for your needs.

Elaboration of POPs:

We create Standard Operating Procedure Manuals (SOP) for:

sales;
shopping;
financial;
administrative;
logistics...

Customized training:

We create personalized trainings with the themes:

Sales management;
Customer service;
Financial management;
Operational Routines;
Logistics Management...

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