Meetings should be more effective. Writing and following up on meeting action items.
File Write Your action items list might be as simple as listing these categories and then the actions that must be taken underneath them see figure 1.
This may be too simplistic for your needs. You can make this as detailed or as simple as you like. I created a template for a simple table you can download here figure 2.
When creating a table for your action items, you should at least have columns for: But, what if your project requires would a more advanced method of tracking action items? In Excel, you can create sort-able columns see figure 3. An additional template created in Microsoft Excel for action item tracking is available here.
An often-overlooked program for project-management and action items is Microsoft OneNote. OneNote integrates with the Microsoft Office Suite, and action items can be gathered from anywhere in the program — and used with Microsoft Outlook. This will then create a list in a sidebar of all the flagged items.
It will then produce a page for you with all of the items you have flagged for follow up. You can get as detailed as you like with the different tags available. Finally, for those who like it, Microsoft Outlook offers a great option for tracking action items.
If you have simple project management needs, this method may work for you. Figures 5 through 7 are screenshots of this organization system based on this book for action items.
You can be as detailed as you like using any one of the above programs or methods for action item tracking. I prefer the method used in Take Back Your Life! I find that the method outlined in this book is adequate for my own project management needs.
However, you may find that you require a more complex system, and for this require software such as MS Project, Vertabase or others.
Whatever system you decide upon for tracking your action items, the important thing is that you do track them — and increase your productivity by doing so.The process for addressing an item should appear on the written agenda.
When you reach that item during the meeting, explain the process and seek agreement: “I suggest we use the following process. Download our free agenda template here, and use this as a starting point for creating your own agenda.. 3. Satisfying Participants That a Sensible Process Has Been Followed.
Once you have an agenda prepared, you need to circulate it to the participants and get their feedback and input. Action Day - World´s Best Action Planner - Layout Designed to Get Things Done - Weekly Daily Monthly Yearly Agenda, Calender, Appointment, Organizer & Goal Journal (8x11 / Thread-Bound/Black).
The School Board of Miami-Dade County, Florida, seeks public input and participation. However, the public purpose is not served when citizens become disorderly or disrupt the meeting.
This guide provides examples of action item templates that you can either download or create yourself in programs like Microsoft Excel or OneNote. With the help of a template, action items are easier to track during the life cycle of a project.
Review progress on action items, action plans, and commitments. Review group progress on goals. Discuss and make decisions about the agenda items for this meeting. Identify next steps. Identify the purpose, outcome, and agenda for the next meeting.