Action Planning Workshop Guide

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Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Action Planning Workshop Guide

This guide provides a structured framework for action planning workshop guide at {{company_name}}. It is designed for use by managers, interviewers, and HR business partners and should be applied consistently across all relevant engagements.

When to Use This Guide

• When preparing for a structured interaction with an employee or candidate
• When training new managers or interviewers on Company practice
• When auditing or reviewing the quality of existing processes

Preparation Checklist

1. Review the role description, key competencies, and success criteria.
2. Confirm logistics — date, time, location or video link, attendees.
3. Distribute supporting documents to all participants at least 24 hours in advance.
4. Prepare your questions and a scoring rubric.
5. Ensure compliance with all applicable data protection and DE&I requirements.

Suggested Structure

Sample Questions

1. Tell me about a recent situation that best illustrates your approach to this area.
2. What outcome did you achieve, and how did you measure success?
3. What would you do differently with the benefit of hindsight?
4. How do you ensure inclusivity in your day-to-day work?
5. Where would you like to develop further?

Scoring Rubric

Post-Interaction

• Complete the scorecard within 24 hours.
• Submit notes via the Hiring Manager Debrief Form.
• Provide feedback to the candidate or employee as agreed.

Acknowledgement & Signatures

By signing below, both parties confirm they have read, understood, and agreed to the terms of this document.