HCBS Training

Key Elements in an Action Plan

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Once the goals are written, the action-planning template found in the HCBS Planning Tool in Appendix C can be used to track progress over time. Teams use this template in meetings to check the status of action steps as they work towards completing the goal. Tracking each of the action steps during team meetings helps make sure each action step and overall goal is completed. Some teams include goals that are related to other positive support practices in order to monitor all the work being done to enhance HCBS using a single action plan framework. 

The action plan template in the HCBS Planning Tool is just one way that the team can track progress. Teams may use any action-planning format that is preferred by the group. Some teams already have organized action plans within their organization. No matter what format is used, the tool should include these key elements:

  • SMARTIE Goal statement,
  • Smaller action steps needed to complete the goal,
  • Names of who is responsible for working on each action step,
  • Start date and target end date,
  • Type of practice (if the action plan includes more than one type of practice),
  • Updates or status checks to monitor the plan, and
  • How actions are assessed or measured over time.

The Module 5 Resources page includes a number of different action plan examples from teams in Minnesota. These action plans all use different ways to organize content.


Minnesota Team Checklist.  Item number 16 in Action Planning section.  The team uses assessments to agree on a reasonable list of goals and activities for the year. Score the checklist: 0 – planning not yet started, 1 – in progress, or 2 – fully in place.

Checklist item 16: The team uses assessments to agree on a reasonable list of goals and activities for the year.

Use your action plan (Appendix C) or a similar method to organize your work and keep track of progress.  How will your team review and keep track of progress? Create a plan to review the action plan or similar method on a regular basis.

Minnesota Team Checklist

HCBS Planning Tool

Appendix C Excel File

Appendix C Word Document  

For your convenience Appendix C is available in both Excel and Word documents. Please access the format you prefer. 

If you haven't already done so please use these links to access the tools.