Report the action plan’s status: on time, late and done
Count how many actions are overdue, how many are coming due and how many were done, by team and by goal.
The task in figures
- Gives you back
- 2.9 h a monthper team; today it takes 3.6 to 7.2 h a month
- Elmira today
- Helps
- Frequency
- Weekly
- Who does it today
- Analyst
- Version
- Elmira Junior
What hurts today.
Counting by hand takes hours, and the chart is out of date the next day.
The spreadsheet’s dates are not up to date, and the status lies.
Nobody sees which goal was left without actions.
Management wants to know whether the plans are moving: how many actions are overdue, how many are coming due, how many were done and how many late. Putting it together means counting by hand in the spreadsheet, with dates that are not always up to date, and drawing a chart that is out of date the next day. What matters, which goal is left without actions or with overdue ones, gets lost among the numbers.
Done today with
- Expert
- Spreadsheet
- Email and chat
- Slides
- BI dashboard
Each step, today and with Elmira.
Obeyaka derives each action’s status from its dates, and each team’s Board counts it by goal, always up to date. On WhatsApp, Elmira sums up the plan and tells you which goal was left without actions.
| Step | Today | With Elmira |
|---|---|---|
| Work out each action’s status from its dates | Spreadsheet15 min – 30 min | Automatic |
| Count by status, by team and by goal | Spreadsheet, BI dashboard15 min – 30 min | Automatic |
| Point out the goals without actions or with overdue ones | Expert10 min – 20 min | |
| Show it to whoever reads it | Slides, Email and chat10 min – 20 min | Obeyaka (web) |
The conversation
- Rodrigo, plant manager
How is Production’s action plan going?
Production has 18 open actions: 3 overdue, 4 due this week and 11 for later on. This month 9 were done, 2 of them late. The goal “Reduce complaints” has no open action.
Does this happen to your team?
Book a demo and we will show you Elmira doing this task.
More cases of actions and follow-up
- Gather progress from the floorProgress arrives by word of mouth, late or never.
- Record the plan’s actionsThe agreements stay in the notebook of whoever took notes.
- Tell each owner about the action assigned to themWhoever missed the meeting does not know they have an action.