Wilson Executive Group · Planning worksheet · Draft for review
A few clear answers can help connect the learning you’re considering to the change you want to see.
1. What needs to be different?
Name a specific business or people challenge. What makes it worth addressing now?
2. Who needs to develop?
Identify the participants and the responsibilities or situations they share.
3. What should people do differently?
Describe one or two observable behaviors, such as clarifying expectations before delegating.
4. Where will they practice?
Connect those behaviors to the meetings, conversations, or decisions already in their work.
5. How will you know it helped?
Choose a reasonable sign of progress and decide who will follow up.
Let’s put the challenge into words.
You don’t need every answer before we talk. Bring what you know and what you’re still working through.
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