How Not To Lose Track of Takeaways

Posted on Posted in We=All Who Matter
Reading time: 2 min.

In all the busyness, it’s easy to lose track of what we have agreed to do for each other, that is of our takeaways. Here is a 5-step process that works well.

Recap. End each live, text, or email conversation or meeting with a review of who is going to do what by when.

Confirm. As soon as possible after a conversation or meeting, write an email to the person or people confirming what you have committed to do by when. Note that each person with a takeaway will be sending an email. If appropriate, you can replace this email with a full set of meeting minutes.

Track. Keep a running list of what you’ve committed and what others have committed to you. Copy the commitments you’ve sent and received. If meeting minutes are available, copy from them the relevant tasks due from and to you. Tedious? Perhaps. But doing this makes it much more likely that you’ll  remember what’s been promised. Include “by when” on each item. You can use a notebook with a different page to track each person’s commitments (including yours to them). Or you can track things in an app (like Todoist) and tag those items with the relevant people’s name(s). 

Review. Scan your list every day and pick the items you’d like to get done today and now what you’re expecting from others. This should take about a 2 minutes.

Do. Then do those things you’ve committed to do and, should they forget, remind your teammates of what they still owe you.

And should you find that you can’t keep your commitment, reach out and renegotiate a new what by when.

 

In your corner,

Mike

Today’s photo courtesy of TeroVesalainen

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