A C T I O N PL A N
Nam e of t h e Con su lt an t :
Nam e of t h e Fait h In st it u t ion :
How t o f ill ou t t h e Act ion Plan
Upon completion of the health-check, the consultant should consider the necessary steps to address key areas for
institutional change. Focus on actions that are straightforward to implement, where a recognisable lead person(s)
at the faith institution already exists or could be easily identified. Please refer to pages 23-24 in your health-check
handbook to see what workshop(s) will also be useful. Also, we encourage you to think critically and creatively to
test ideas that are not yet within our current training matrix.
Bef or e you r f ollow u p visit t o t h e f ait h cen t r e, please complete the 'Action'; 'Success Criteria'; and 'Supporting
Role of SFI' rows. Try to suggest between three to five specific actions for each of our five core criteria. Add/print
additional pages for each separate action.
Du r in g you r f ollow u p visit , ensure that you work with the faith management to find out which actions are most
appropriate to respond to the needs of the faith institution. They may also suggest new actions to add to your list.
For the actions that they do wish to take forward, complete the remaining sections in collaboration with them. It is
vital that each of these columns be completed before signing off on that particular action.
Try to make each action as simple as possible, even if it means breaking down more complex actions into constituent
parts.
I . GO O D GO V ERN A N C E
Act ion
Su ccess Cr it er ia
Lead per son
Su ppor t in g Role of SFI
in t h e Act ion
Tim e Fr am e
(when the step needs to be
completed)
Pot en t ial Ch allen ges
(Difficulties that may arise )
Resou r ces
(what is needed in order to
complete the action)
Resu lt s
(was it a failure/success?)
I I . M A N A GEM EN T
Act ion
Su ccess Cr it er ia
Lead per son
Su ppor t in g Role of SFI
in t h e Act ion
Tim e Fr am e
(when the step needs to be
completed)
Pot en t ial Ch allen ges
(Difficulties that may arise )
Resou r ces
(what is needed in order to
complete the action)
Resu lt s
(was it a failure/success?)
I I I . PO L I C I ES A N D PRO C ED U RES
Act ion
Su ccess Cr it er ia
Lead per son
Su ppor t in g Role of SFI
in t h e Act ion
Tim e Fr am e
(when the step needs to be
completed)
Pot en t ial Ch allen ges
(Difficulties that may arise )
Resou r ces
(what is needed in order to
complete the action)
Resu lt s
(was it a failure/success?)
I V. RI SK A SSESSM EN T S
Act ion
Su ccess Cr it er ia
Lead per son
Su ppor t in g Role of SFI
in t h e Act ion
Tim e Fr am e
(when the step needs to be
completed)
Pot en t ial Ch allen ges
(Difficulties that may arise )
Resou r ces
(what is needed in order to
complete the action)
Resu lt s
(was it a failure/success?)
V. FI N A N C I A L I N T EGRI T Y
Act ion
Su ccess Cr it er ia
Lead per son
Su ppor t in g Role of SFI
in t h e Act ion
Tim e Fr am e
(when the step needs to be
completed)
Pot en t ial Ch allen ges
(Difficulties that may arise )
Resou r ces
(what is needed in order to
complete the action)
Resu lt s
(was it a failure/success?)