The FinLab Toolkit

STRATEGY, INNOVATION & IMPACT | PLANNING & PROJECT MANAGEMENT

Activity Plan

30 Min

The Activity Plan is a tool that helps teams map their tasks, resources and people, over a timeline.

USE CASES

  • Build a future calendar of activities for a team.
  • Set clear milestones for organisers or managers to check-in with teams.
  • Clarify expectations, roles, and responsibilities for individuals and groups.

LIMITATIONS

Activity Plan is an open-ended tool that can be used in a number of very diverse cases. It therefore lacks the specificity of a Product Roadmap.

UNDERSTANDING THE TOOL

  • The ‘Timeline’ column is to be used to map relevant milestones (for example, in terms of phases - plan, research, build, test), and time needed (for example - 3-6-9-12 months, 1-2-4-6 weeks) by a team.
  • The ‘Tasks to be completed’ section is where the tasks/activities to be completed are listed down. This listing should be based on realistic estimation of what can be completed. Any activities that could stretch the team, and risk delay should be clearly called out.
  • The ‘Resources needed’ section is where resources needed, financial, material or people, to complete tasks are to be noted.
  • Teams involved’ are the teams directly responsible for the tasks to be completed.

STEP BY STEP

  1. Discuss broad plan: Discuss and map milestones and timelines as a team.
  2. Outline tasks: Make a note of tasks under each milestone.
  3. Allocate resources: Identify resources needed to complete tasks and achieve milestones.
  4. Identify owners: Identify owners for the different tasks and milestones.

HOW TO FOR FACILITATORS

  1. At the start: Make sure participants understand the goal of the activity and the directions. Refer to facilitation questions if they are feeling stuck.
  2. During the exercise: Start with participants’ existing knowledge of their activities and tasks to help them create an initial version of the plan.
  3. At the close: Have participants walk you through their plan and help them space out activities/timelines as needed.

FACILITATORS QUESTION BANK

  • Are the timelines listed realistic? Do they fit within the time between known milestones, like upcoming bootcamps?
  • Does the team have the capability to complete the tasks/activities within the given timeframes?
  • Can the team add more detail, call out assumptions and risks?