Transfer of Learning
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What is an action plan?

An action plan is a written document that describes the steps that supervisors, trainers, learners and co-workers will complete to help maximize the transfer of learning.

An action plan is initiated prior to the training intervention so that everyone who can support the transfer of learning is involved from the beginning. The plan is refined during the training event and usually is not completed until after the event when learners are implementing new skills on the job. As you will see, action plans are a recurring topic throughout this guide. The content and layout of an action plan should support the users of the plan, especially the learners. In developing an action plan, keep in mind these important points:

  • Write activities as discrete steps that are realistic, measurable and attainable.
  • Identify clear responsibilities for learners, supervisors, co-workers and trainers.
  • Develop a specific time schedule for completing activities.
  • Identify resources necessary to complete the activities, including plans for acquiring those resources.
  • Instruct learners to use a learning journal to help facilitate the development of an action plan. A learning journal is a notebook in which learners document issues, problems, additional needs for skills development and questions that arise as new knowledge and skills are applied on the job.

A sample of a completed action plan includes several features to consider as you design a format of your own. Copy the blank action plan format for your use or develop your own format. The example action plan is very detailed. This level of detail may not always be necessary, depending on the performance problem and the learning intervention being undertaken.

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