Research something | Perform an analysis |
Deliver a presentation | Create a plan |
Organize a meeting | Schedule an event |
Contact a stakeholder | Draft a communication |
Review a document | Apply edits to a document |
Revise a document or communication | Proofread a document |
Deliver training | Complete or attend training |
Develop some code | Implement a plan |
Monitor a process | Evaluate a proposal |
Adjust a plan | Improve a process |
Update stakeholders | Upgrade a system |
Solve a problem | Test a change |
Submit a change request | Document a requirement |
Evaluate a plan | Measure business results |
Forecast sales | Develop a budget |
Purchase something | Negotiate a contract |
Interview a job candidate | Track a shipment |
Follow-up with a customer | Respond to a request |
Resolve an issue | Develop a report |
Document a decision | Submit a request |
| Overview: Action Items | ||
| Type | ||
| Definition | Lightweight tasks or goals that are assigned to a person for completion. | |
| Function | DelegationCoordinating workTracking work progress | |
| Tracked With | DescriptionAssigned personDate assignedTarget date Percent Complete | |
| Value | Lightweight process for coordinating work. | |
| Common Pitfalls | Assigning major work such as projects as action items.Assigning impossible tasks.Failure to document or track action items. | |
| Related Concepts | ||
