Where’s Your Action List?

Monday, 16 February 2015
Rand Winters
5.0/5 rating (1 votes)
change mgmt2Change management is a small segment in the forthcoming revised ISO 9001 and for many organizations adjusting their system to address the 2015 version of ISO 9001 can be made a little easier with the appropriate tool.

As I audit organizations, I am amazed at the lack of action lists to monitor multiple tasks to be accomplished in the near future. An action list on a spreadsheet can be a valuable reminder of the projects and resources needed.

Some important data that should be on the action list might include initial start date, a short word description of the project, the project owner, an estimated completion date, and a status line addressing documentation and changes. Tabs at the bottom of the action list can move completed and canceled projects to a history list.

Reviewing the action list on a regular basis keeps the team focused on what is important and what needs to be addressed and completed. An active action list is a great working tool. It allows top management to monitor project progress identifying issues that are falling behind because of resource shortages or a work team needing positive encouragement.

In addition to top management, the action list should be shared in staff and supervisory meetings in an effort to effectively manage the tasks. Continual review and retooling the action list is one of the secrets to project success.

Think about defining an effective organizational action list. Your list might include projects that have a marketing or future sales impact, delivery time improvement, or the focus might be safety or environmental concerns.

If the action list is effectively managed it becomes a key business improvement tool.

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Rand E. Winters

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Change Management | Process Approach

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