Tool #5

Elements of a Learning Plan

1. My learning goal is: (e.g., I would like to develop an effective customer-service survey for the customers in my area of responsibility.)

2. Resources I will likely require: (e.g., I will need to talk with the general manager at the site, review the marketing research section at the library, call the customer service departments of three well-known marketing research consulting firms, etc.)

3. People I know who can assist me: (e.g., I need to talk with our organization’s marketing research director.)

4. Barriers I am likely to encounter and how I might overcome them: (e.g., I have an outage report due that I need to delegate to Sam; the two-hour catering meeting needs to be shortened to one hour and everyone notified; etc.)

5. Timetable I expect to use in achieving my objective:

6. Check-offs with my manager: (dates and times)

7. Other relevant notes on my learning plan: