1. 3-6-9 MONTH Action Plan Region:
Your Action Plan lays out a clear course of action for the first 9 months of your new position.
It sets concrete goals and a vision for your abilities at each stage of the plan – including some of the core expectations of the position.
Note that actions need to be completed “within” the stated timeframe but could certainly be accomplished sooner.
Watch out for vagueness in the objectives and actions you set.  
Be realistic, quantifiable, focused
Ask:  What are FSIs Goals?  What will be my main priorities to support these?  How will I measure my progress?

2. 3-6-9 mONTH Plan: overview
Situation Summary
Overall Goals
Biggest Challenges
Biggest Opportunities

3. Outreach 3 Months 6 Months 9 Months Learning Actions:
(training and/or development actions)
Map out a draft of Outreach efforts for the year
Review your Outreach Efforts for the year
Initiative Actions:
(specific projects and/or initiatives to advance this area of responsibility)
Deliver 2-4 FSI information sessions to larger crowds (e.g. not 1-1)
Personal Actions
(personal development and/or self care actions)

4. Relationship development
3 Months
6 Months
9 Months
Learning Actions:
(training and/or development actions)
Initiative Actions:
(specific projects and/or initiatives to advance this area of responsibility)
Make contact with MCFD Liaison
Inform existing contacts of your new role
Personal Actions
(personal development and/or self care actions)
Process personal Criminal Records Search

5. engagement 3 Months 6 Months 9 Months Learning Actions:
(training and/or development actions)
Initiative Actions:
(specific projects and/or initiatives to advance this area of responsibility)
Make first contact with all RPs
Establish schedule for regular contact with RPs
Ensure all RPs have processed their Criminal Records Search
Review the Orientation binder with all RPs
Update directory forms for all RPs
Update areas of knowledge forms
Personal Actions
(personal development and/or self care actions)

6. recruitment 3 Months 6 Months 9 Months Learning Actions:
(training and/or development actions)
Initiative Actions:
(specific projects and/or initiatives to advance this area of responsibility)
Map out demographics and locations of RPs needed in region
Connect with individuals in your circles who could be potential RPs – plant the seed using elevator pitch!
Deliver elevator pitch to prospective new RPs
Recruit ___ additional RPs
Personal Actions
(personal development and/or self care actions)