Use this this implementation plan workbook for tracking team action items. It was designed by Del Simcox, and includes an instructional tab.
[download id=”4979″]
[download id=”4981″]
Here are the columns noted in the template –
| Action Item | Reference number for each action |
| Date Opened | Date that the action was created |
| Desc. | Description of the action to be taken |
| Priority | Select Low, Medium, or High. The worksheet can easily be filtered on this field. |
| Assigned to | Note who has signed up for the action, and see the suggestion below. |
| Date Due | This is the commitment date that the action owner (“Assigned to” column) has committed to. |
| Date Complete | Note when the action was completed. |
| Details | This is a good location for adding notes related to the action, during team meetings. |
| Status | There are four options here: Open, Deferred, Canceled, Closed |
Sample Actions
The template tab is pre-populated with three actions, so you can see how the information is organized.
Assigning Actions – Here’s a Tip
It’s much better to ask for a volunteer, rather than assign the task yourself – even if you outrank everyone in the room! The same goes for completion date commitments. Why?
- There may be someone in the meeting who is more interested in the task than the person you thought might be best for it. Interest = Energy
- We all take pride in stepping up and volunteering to contribute, and volunteering is more fulfilling that being assigned an action. The result will be more commitment and better follow-through.