Justin Hong is a Managing Partner at Highly Relevant (http://www.highlyrelevant.com/). In this video he discusses 5 simple steps to achieve clarity as a team.
- Choose a platform for tracking items
- Create a “what” column
- Create a “who” column
- Create a “when” column
- Create a follow-up schedule
Achieving clarity as a team is really important because you can hold people accountable to the task that they’re supposed to perform. Without clarity, you can really hold anybody accountable because the person who didn’t get the task that you told was going to get done. You can’t really say hey, you’re supposed to get this done if that person wasn’t clear on what he or she was supposed to do. So, here are five simple steps to help achieve clarity for your team so that everybody knows who’s doing what and by when.
So, the first thing that I would do is identify what platform you want to use to write down all your action items that could be a dry race board, that could be a Google Doc. Just something that everybody agrees that agrees on that they are going to use to track action items. So, that’s number one.
Number two is creating column in whatever platform you’re using, let’s say, you’re using dry race board. Creating a column called what and the what the column underneath that, you’re gong to list out every action item that needs to be executed.
And next of that, next of that, that column, this is step three now. Next that you are going to have the who column. And under the who column, you’re going to list who is responsible for that particular action item. And I would even know there’s potentially more than one person who is going to be working on that action item. I would just, I would put down one person who shoulders that task that falls on, that falls on because, you know, when there are two or three people on the list then it might be unclear who is supposed to take care of it.
The fourth step in achieving clarity in team is determining when that particular task needs to be completed by. So, you have three columns. You have the what column, you have the who column and then you have the when column. And this way, you’re very clear on who is supposed to be doing what.
And then the last thing that you need to do to tie everything together is have a follow up schedule. Perhaps it’s once week, maybe that’s every Friday afternoon. You check in on your, on the platform that you’re using just to check off the test that you’re actually responsible for and each of your team members is responsible for.
So, those are the five steps to achieve clarity as a team.