Add progress report to action

The actions describe what you are going to do concretely. By periodically evaluating the progress, you can improve the execution.

Adding progress report to an action

• Open the action by clicking on it.
• Click on ‘Add report’.

• Enter the date of the report.
• Note the progress of the action as a percentage from 0 to 100. The progress is an indication of how much work has already been done and how much still needs to be done. 
• Indicate what the current status of the action is: To do, In progress, or Done.
• Using the traffic light, give your assessment of the progress.
  • Green. The action is proceeding according to plan. You expect to achieve the agreed results within the set time.
  • Amber. The action is concerning. You have concerns about quality or the feasibility of the deadline, but with the right interventions, it is possible to get the action back on green.
  • Red. The action is not feasible. You have to make choices: do we extend the deadline or settle for less result or lower quality?
• Type a short explanation for the report:
  • What have you done and what will you do in the coming period?
  • Why is the action at green/amber/red?
  • What changes do you propose to get the action back to green? And what do you need (from the team) to complete the action successfully?
• The report is automatically saved so that you can complete it at a later time. The report is not yet visible to other users.
• Click on ‘Publish’ to finalize the report.

Link the report to a session

When adding a report you can link it to a specific action review session. By default the team’s next action review session is pre-filled; you can change it if the report belongs to a later session.

Thanks to this link, you and the process owner can see exactly which reports belong to which session. On the team dashboard and on the session overview, the system shows per session how many reports have been submitted and how many are still outstanding.

Linking only works if the team administrator has scheduled the action review sessions. If no sessions exist, the session field does not appear on the report. For more details, see the article Scheduling action and strategy review sessions.

This link is not available on the Start subscription, because you cannot schedule sessions there.

Adding a decision

In the action review session, you discuss the progress of the actions with the team and make decisions to improve the execution of the actions. You can document the decisions in the reports.

• Open the report.
• Type the decision.
• Click on ‘Publish’.