
140 ◾ A Factory of One
Name/Date:
Analysis
Recommendations
Plan
Follow Up
3/4/11
Meetings
SharePoint
Excel
No standard process
Not organized for actual activities
Not processed with easy review in mind
2 tracking tools, program and personal
Daily clearing of post its
Daily check of due dates recorded
Use next due date as reminder
Use final due date in title as needed
Weekly calendar time or “clean up”
Weekly tracking of clean up required and why for 4 weeks
Monthly report of actions closed on schedule, track progress
Access to PC? Access to Web?
Outlook
Task
Outlook
Calendar
Email
Inbox &
Subfolders
Source of Action Items
Tracking Tool Used
10%
10%
32%
21%
17%
15%
17%
35%
45%
Post ...