You know how it seems like everyday you are balancing everything you have to do, with all the things you need to remember?
It all comes down to closing action-item loops.
Every time an actionable item (meeting plans, next steps on a project, etc..) comes up, I have a 3 step system to ensure task accountability for myself and my team.
Next week I’m meeting with a client to coach them in how to choose a new site design. I immediately identify tasks that need to be done to make the meeting a success.
Set up reminders, explain what needs to be done, who needs to do what and when.
Example: I assign a reminder for myself to gather web-usability guideline materials for the call, and I assign one of my team members to gather links to example sites that are both beautiful and convert to sales well.
Each of our assignments has a due date- that point is key. I also set a date for myself to put all the materials together and finish preparation before the client meeting.
When the item is due or scheduled for completion, it is crucial to have a back-up safeguard to ensure it is done well and accomplished on time.
This is as easy as setting a reminder or creating a calendar event to check for completion.
Example- When I receive the scheduled prompt to assess follow through I combine my work with that of my team member and do final preparations for the client.
It’s done well and on time, and I never have to worry, “What was I supposed to do about such and such.”
That’s it. That’s how to always make sure your action loops are closed.
It is as simple as always and immediately doing 3 things: identify action item, assign tasks and assess follow-through.
The 3 step process for closing open loops can be used for business and life (isn’t that true for most things?) I also teach my sons to manage their projects and goals this way, too!
Close your open task loops: identify action item, assign tasks & assess follow-through. (Tweet it!)