Types of Action Forms for Making Plans and Setting Goals [ With 10+ Samples ]

People have minds which are used to plan and make strategies before pursuing to do a particular task regardless of the industry or field of involvement. In business, planning is essential to achieve a better view of what needs to be done for attaining success. For the medical field, a treatment and emergency plan serves a great purpose for curing their patients. Nonetheless, these plans came from ideas and will be turned into actions.

Since documentation is prevalent for various transactions, the plan that an organization made will be stated on a form or a set of papers to acquire a good record keeping. Generally, these documents referred to as Action Forms. By the name itself, it is used to supply possible actions to undertake in order to meet the necessities and needs of the addressed person. Action Forms are commonly for planning and reporting incidents to the higher authority such as a supervisor or a police officer.

Goal Setting Action Form Sample

Before a plan can be made, an individual must be able to distinguish and determine his goals. With a Goal Setting Action Form, the user can state his short and long term goals, his action steps, his rewards during the success of attaining his goals, his priorities, and the category for his goals and his personal qualities.

A Questionnaire Form is often attached together in the Goal Setting Action Form to aid the user in efficiently determining his qualities and to sort out his necessities and preferences.

Yearly Action Plan Form Sample

The next type of Action Form is an Action Plan Form which contains the main objectives of turning the user’s visions into on-point realities. Teachers and organization members are the most evident users of this form. With the aid of an Action Plan, the user will be able to indicate his goals, ways of achieving the goals, and the possible barriers or incidents of reaching success.

Five Tips for an Effective Action Plan

• Choose the right format. There are Action Plans which are in a table form while there are some which are merely in a paragraph format. When choosing a useful format for your action plan, consider stability and being comfortable enough to gather and understand the information stated on your plan.
• Specify your goal. Your goal must be measurable or contains a specific value for you to be able to construct an attainable and relevant plan.
• Keep track and schedule. An Action Plan must also serve as a Tracking Form to aid you, the user, in tracking the development of reaching the goals being set up. The schedules must always be followed with perseverance and stability of aiming for success.
• Draft an action. This refers to what you should take in order to reach your goals and be successful with your plan. An example is to state what you should sell and the profit that you are expecting for a month of selling your goods and services for your business.
• Regularly evaluate. By doing a weekly or monthly review and evaluation, you should be able to know the next steps that you are going to have and what solutions you will need for solving your problems or barriers.

Asthma Action Plan Form Sample

The Action Plan is also useful for medical personnel and patients. An example is an Asthma Action Plan which states the levels of a patient’s asthma attack and what treatments or medical actions should the authority provide during each particular level. The form will have the patient’s name, the asthma severity classification, the incidents that trigger the asthma condition of the patient, the symptoms, asthma reliefs, and control medicine, the physical activities required for the patient to undergo, and the danger signs wherein the patient will need an emergency medical personnel to treat him.

Action Request Form Sample

Lawyers and counselors use Action Forms for their clients whose aims are filing a complaint or request for the counselor’s services in handling and counseling an individual. An Action Request Form is a specific form to be used in addressing the client’s requests. The form will show the client’s requested service, the identification of the client and the other involved party, the details of the other party’s violations, references for the client’s allegations, a Sworn Statement, and an area for the notary public’s notarized seal.

Administrative Action Form Sample

In connection with the aforementioned Action Request Form, an Administrative Action Form will be the official document for a complaint and an appeal addressed for the administration. This will have similar areas of the Action Request, however, it will be used after a request is granted to the complainant or the person requesting for the stated actions.

When to Use an Administrative Action Form

A user may use an Action Form for the administration during instances wherein:

• There is a need for a decision to be made which can affect a huge population of the administration.
• A failure of acting for the stated decisions are causing a problem in the administration.
• A proposal and a recommendation are made for the betterment or solution to a known problem.

Affirmative Action Survey Form Sample

Due to the ever-increasing number of people suffering from discrimination, an Action Plan was drafted and finalized by a known organization. The Affirmative Action Policy was then made to focus on dealing with equality and to decrease the number of cultural discrimination sufferers globally. On a regular basis, educational institutions and employment agencies conduct a research using the Affirmative Action Survey to know the level or rate of the varying ethnicity, status, and gender of the people involved in their group and premises.

Preventive Action Form Sample

Action Forms also serve a great purpose in manufacturing corporations and agencies. Specifically, a Preventive Action Form will highlight the analysis for the problem being faced by the corporation. It will contain the detailed description of the possible root causes of the problem and the involved people during the deliberation of a resolution.

The Diagram Used to Analyze the Cause and Effect

Most of the Preventive Action Form documents include a diagram to properly address the cause and effect of a strategy. The fish bone diagram is commonly used for the Action Form which, in the case of manufacturing problems, will state the issues relating to the manpower, material, the used method and machine, and the related or expected effect of the indicated issues.

Course Action Form Sample

Whenever a change is proposed or made, the proposing person must use or write a Proposal Form and an Action Form for the group. The Proposal Form will have the state the intention of the proposal including the reasons why the group must undergo the changes. The Action Form, on the other hand, will have the steps and recommendations for meeting the proposed changes.

For educational institutions, such as colleges and universities, a Course Action Form is a document which is used in the event of a requested course change, removal, or addition for a particular semester. It will have the present and the recommended course with their associated prerequisites, credit hours, cumulative totals, contact hours, and the course descriptions.

Student Action Form Sample

Student Action Forms are another kind of document that falls under the Action Form category for institutions. This will have a simple layout which is directly for the use of students to indicate their strengths and capabilities. With the form, the school administration and the student’s professors will be able to assess and evaluate what particular actions they must take to help the students with regards to the school issues and academic problems.

Employee Disciplinary Action Form Sample

The employment industry uses Action Forms for varying purposes, and one of the known purposes is to advise an action plan for an employer who has committed a violation or crime in the company. The Employee Disciplinary Action Form will state the identification of the violating employee, the details of the violation and warning, the statements of the employee and the employer, and the decisions of management for the employee. The supervisor, employee, and the HR department must have a duplicate copy of the form to acquire a record of the incident.

Positive Corrective Action Form Sample

When the decision of the management is to sustain the employee’s job position, a Positive Corrective Action Form will be completed to state what type of improvements should the employee take. This form will allow the management to observe and evaluate the employee within a stated number of days, commonly sixty days after the presentation of the form, to determine whether he will be continuing with the job or shall be heading for a termination.

Recruitment Action Form Sample

During the recruitment process, the recruiting personnel may use a Recruitment Action Form to indicate the type of recruitment method they should use in recruiting for a specific job position. The form will aid the recruiters to construct a strategy on how they will do the recruitment, when they shall start recruiting, and who will be the eligible applicants for the job.

Vital Areas Found in a Recruitment Action Form

• The Manager’s Information. This refers to the department manager who requested the action and his reasons for submitting the Recruitment Action Form.
• The Request Type. The manager must state whether the recruitment is for a new job position, an existing job position, for direct appointment, for extension of contracts or if it is for internal hiring.
• The Job Details. This will have the information about the job position which includes the category, the job duration, and the location of the job.
• The Job Funding. It is essential that the minimum salary and other financial matters will be indicated in the form to allow a budget allocation for the recruitment and hiring process.
• The Job Requirements. This refers to the applicant’s qualifications, and what documents will be needed for the application process. The manager may state that he needs a portfolio and a curriculum vitae with a Cover Letter from the applicants.
• The Advertising Strategy. Looking for a new employee to fill in a vacant position will demand the recruitment department to create and present advertisements. It is important that the company or management must have a plan on where and how they will advertise the position. The strategy will include the particular websites that the company will use and the format they will layout for a standardized email during the recruitment process.
• The Selectors. This is often referred to as the “Selection Committee” which commonly includes the a chair person and an administrator.

Payroll Action Form Sample

Any changes regarding the employee’s position and job should be informed to the management especially to the financing and HR department of the employer. A Payroll Action Form will then be required to be completed by the employee who is subject for the changes involved in his employment. This Action Form will only be used when there is a change in the employee’s job title, classification, work schedule, home organization, pay rate, job extension, and during leave date changes.

Personnel Action Change of Address Form Sample

Since a change in the employee’s address does not affect the payroll or the salary pay of the employee, a different form will be needed to indicate his new residence which is the Personnel Action Change of Address Form. This is only used to inform the employer that an employee have moved to another address for a specified reason. It is important that the address or information of the employee is updated to assure that the employer will be mailing related documents to the right and correct address. The change of home address and contact information does not require any approval from the higher board of the company since this is due to personal reasons of the employee.

Incident Report Action Form Sample

Hotel management and rental property owners should know the benefits of using an Action Form for their tenants in case of an incident which will happen in the premises of their property. An Incident Report Action Form is essential for stating the details of the incident including the statements of the witnesses and the other involved people. This Incident Report does not only aid the staff and management of the hotel or rental place but also the police department to solve the case especially if it involves a criminal action and accident.

After Action Report Form Sample

For dealing with small incidents in a place such as a hotel, or a company wherein there are no emergency agencies involved, an After Action Report Form will be used by the witness and the reporting person. This will have similar sections found on the previous Incident Report Action Form but the sections are commonly stated in a Questionnaire format.

Property Maintenance Action Form Sample

Action Forms are not limited to the use of organizations and companies but also for individual workers for their clients. An example is a Property Maintenance Action Form which is provided by maintenance workers and employees for the property owners who are looking forward for their services.

Four Steps in Filling Out a Property Maintenance Action Form

If you are the property owner or the tenant of the property and you have received the Action Form for the maintenance service you are requesting, follow the steps below to properly fill out the form:

Step 1: State the date, name of the property, and the name of the tenant or the person living in the property.
Step 2: Indicate at least two contact information of you and the tenant.
Step 3: Write the full description of the maintenance issue which includes the area that needed the immediate repair.
Step 4: Review your answers and statements, then affix your signature on the form.

Jewelry Appraisal Action Form Sample

Aside from maintenance personnel and repairmen, jewelry appraisers also use a type of Action Form for doing their job. The Jewelry Appraisal Action Form will state the shipping address and the requested jewelry service of the client such as resizing, repairing, exchanging, returning, and appraising a jewelry. There are instructions and needed data to be completed by the client to aid the jewelry service providers of the service that the client requested.

The Importance of Action Forms

Action Forms are significant in any form of business, entity, institution, or organization. This is due to the ability of the user to state his plans, and track down his challenges during the period of resolving a problem. The form will state the purpose of the action given to a person and the duration of the action’s end date. In the event that the Action Form’s stated plans and goals were not met, the user can always construct another set of action plan to assure a resolution.

For services, Action Forms serve as a Request Form where the clients will state their request for the type of service that they require the service provider. With the Action Form, the service providers will be able to know what services are needed and how they must grant the service to the client.

Lastly, Action Forms are also important in dealing with criminal actions and violations such as the Action Report Form which highlights the incident witnessed by the people using the form. However, regardless of the area that an Action Form will be used, it should be observed that the form must only indicate statements that focus on dealing with the issue and resolving the problem of an organization or an individual.