Project Management Basics

What Is an Action Item and How to Track It

By Arnie Rose Felicilda5 min read
What Is an Action Item and How to Track It
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Every meeting produces action items. Most of them disappear. Someone writes them down in their notebook. Someone else writes them in an email that gets buried. A third person remembers the gist but not the deadline. Three weeks later, nothing has happened and everyone assumed someone else took care of it.

Why Action Items Fail

Action items fail for three predictable reasons. No owner - everyone assumed someone else would do it. No deadline - it will happen sometime meant it never happened. Not tracked - once the meeting ended, it existed only in someone's memory.

An action item without an owner is a wish. An action item without a deadline is a vague intention. An action item tracked nowhere is forgotten. All three are required for an action item to reliably get done.

4 Things Every Action Item Must Have

1

What Needs to Be Done

One clear sentence that is specific enough that the person assigned knows exactly what done looks like. Send the updated contract to legal for review is a good action item. Follow up on the contract is not. The difference is whether someone can complete the task without asking a clarifying question.

2

Who Is Doing It

One name. Not the team. Not we. Not someone from the ops side. One person who is accountable for this specific task being completed. If two people are involved, one of them is the owner and the other is supporting. The owner is who you follow up with.

3

When It Is Due

A specific date. Not ASAP - ASAP means different things to different people and is rarely treated with urgency by anyone. Not by end of week - whose timezone, which day counts as end of week? A specific date that both the assigner and the assignee agree on.

4

Where It Is Tracked

A shared list, a task board, or a project document that everyone on the team can see. Not someone's private email folder. Not a notebook. A place where the project manager and the stakeholders can see the status of every open action item without asking.

How to Review Open Action Items

Every team meeting should start with a review of open action items from the last meeting. Not a status update performance - a two-minute check. Completed items get marked done. Overdue items get a new date or an escalation. New items from this meeting get added before the meeting ends. This habit alone closes more action items than any tool or process change.

For more on this topic, read How to Run a Project Kickoff Meeting. You may also find How to Write a Project Status Report in 10 Minutes useful as a next step.

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