Use this this implementation plan workbook for tracking team action items. It was designed by Del Simcox, and includes an instructional tab.Download the macro-enabled template Download the basic template without macros
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|
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.