Managing Tasks & Goals

" A Lack of Simplicity, Clarity, And Consistency
Compromises Performance And Teams"

 

One of the largest success or failure points of a succesful firm or organization is the tracking and managing of tasks and goals. The simplification of this process is a cornerstone to solidifying and improving performance.

The points below have been left in point form due to the sheer volume of information, one of our team will be pleased to assist you with them.

Developing Tasks & Goals From All Sources

• Centralizing of all tasks and goals to one depository,
• Review authorities at departmental levels,
• Reporting by department

Communicating Tasks & Goals

• Communication of,
  • Task or goal,
  • Expected delivery date,
  • Interdependencies,
  • Task Acceptance - usually missed,
  • Where to notify if expected delay,
  • Where to seek further clarification
• Automation of task and goal,
  • Acceptance,
  • Notification of new assignment,
  • Notification of completion,
  • Notification of pending deadline (and paramaters),
  • Notification of expired deadlines downwards and upwards,
  • Submission of items for clarification

Monitoring Tasks & Goals

• Task and goal reporting centralized and parties made repsonsible,
• Weekly / Monthly / Semi Annual / Annual forced reporting to all designated participants,
• Monitoring assigned and centralized,
  • Requests for updates,
  • Requests for clarification,
  • Requests for information on missed deadlines

Selecting Tasks & Goals Monitoring Methods

• Manual,
  • Labour intensive,
  • Delayed results,
  • Initiated by skillsets or monetary concerns,
• Automated,
  • Live information,
  • Dashboard approaches available,
  • Work moved easily,
  • Notifications now live for assignments completion,
  • Scaling for firm size,
  • Commercial, custom, or open source solutions available,
• Mix of both,
  • Initiated on software shortcomings possibly,
  • Whatever method chosen this needs to be managed

Working With Recurring Workflows

• Most software doesn't accomodate
• Recurring workflow issues tracked Monthly/ Quarterly / Semi Annually / Annually,
• Work Arounds

For further information or to speak with an Advisor Free Of Charge contact us: by email ... click here or call 888-980-7520

Thanking you in advance for the honour to be of service,

Constant Improvement Group

Workflow, Performance, & Innovation Leaders

Consulting, Support, Training

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