Report the action plan’s status: on time, late and done

Count how many actions are overdue, how many are coming due and how many were done, by team and by goal.

The task in figures

Gives you back
2.9 h a monthper team; today it takes 3.6 to 7.2 h a month
Elmira today
Helps
Frequency
Weekly
Who does it today
Analyst
How it is done today

What hurts today.

  • Counting by hand takes hours, and the chart is out of date the next day.

  • The spreadsheet’s dates are not up to date, and the status lies.

  • Nobody sees which goal was left without actions.

Management wants to know whether the plans are moving: how many actions are overdue, how many are coming due, how many were done and how many late. Putting it together means counting by hand in the spreadsheet, with dates that are not always up to date, and drawing a chart that is out of date the next day. What matters, which goal is left without actions or with overdue ones, gets lost among the numbers.

Done today with

  • Expert
  • Spreadsheet
  • Email and chat
  • Slides
  • BI dashboard
With Elmira

Each step, today and with Elmira.

Obeyaka derives each action’s status from its dates, and each team’s Board counts it by goal, always up to date. On WhatsApp, Elmira sums up the plan and tells you which goal was left without actions.

StepTodayWith Elmira
Work out each action’s status from its datesSpreadsheet15 min – 30 minAutomatic
Count by status, by team and by goalSpreadsheet, BI dashboard15 min – 30 minAutomatic
Point out the goals without actions or with overdue onesExpert10 min – 20 minWhatsApp
Show it to whoever reads itSlides, Email and chat10 min – 20 minObeyaka (web)

The conversation

Elmiracontinuous improvement agent
  1. Rodrigo, plant manager

    How is Production’s action plan going?

  2. Production has 18 open actions: 3 overdue, 4 due this week and 11 for later on. This month 9 were done, 2 of them late. The goal “Reduce complaints” has no open action.