Monitor the status of preparation
In preparation for the action and strategy review sessions, the action, strategy and KPI owners need to report on progress and results. As process owner you want to keep an eye on how far the team has progressed. You can do that in three places: on your own My overview, on the team dashboard, and on the team’s session overview.
Monitoring the preparation is not available on the Start subscription.
Personal preparation via My overview
The block Do, learn and adjust on My overview shows, per upcoming session, what you still need to report on yourself. You see the date, the team and the items for which you still need to add a progress report.
- Click Report to go straight to your open progress reports.
This way you always know during the preparation what is still expected from you. For more details, read the article My overview.
Team preparation via the team dashboard
On the team dashboard, the block Upcoming session shows the team’s next action or strategy review session.
On the left you see the Preparation: how many progress reports have been submitted and how many are still outstanding. For an action review session this concerns the actions; for a strategy review session it also includes the KPIs and strategies. This way you can see at a glance whether the team is on track with the preparation.
On the right you see the Session agenda with the number of items that will be discussed during the session. Click the button at the bottom to view the submitted reports for the session.
For more details, read the article Team dashboard.
All sessions of a team
Want to see more than just the next session? Open the team’s session overview page:
- Go to the team dashboard.
- Click Manage team at the top right and choose Sessions.
You see a list of all upcoming and past sessions. For each session you see the date, the type (action or strategy review) and the preparation status. Click on a session to open the details.
Traffic lights on the team dashboard
The team dashboard also shows the traffic lights for goals, strategies, KPIs and actions. A traffic light always shows the colour of the most recent progress report for that item. If an item does not have a report yet, the traffic light stays empty — which is an immediate signal for the owner.
Read more about scheduling sessions in the article Scheduling action and strategy review sessions.