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FollowUpSM — An Action Plan that Works

followupOrganizations invest a lot of time and money in meetings, which ordinarily end with action items assigned to individuals or teams. Who gets these assignments? The busiest people.

FollowUp helps them work through their to-do lists before the next meeting.

Magnificent Publications covers meetings for organizations such as the Centers for Medicare and Medicaid Services, National Institutes of Health, the National Association of Realtors, the Indian Health Service, Rebuilding Together, and Living Cities: The National Community Development Initiative.

Now, we offer more. We monitor progress by people with to-do lists. This idea isn’t original. In a noted report, Ohio State University said services like FollowUp can overcome the “NATO” problem: “No Action, Talk Only.”

FollowUp contacts individuals with action items by e-mail, phone, or in person to discuss progress towards assigned objectives. Not to nag. To help overcome obstacles. And, of course, to let project management how things are going.

Available to support FollowUp is the firm Neal R. Gross & Co., Inc. The firm has served organizations around the country for 40 years and is widely regarded as one of the best in the business.

Together, we do the following:

  • Query staff with a concise, diplomatic e-mail saying, in essence, “How are things going?”
  • If the e-mail fails to elicit a complete response, follow up with a phone call.
  • As a last resort, schedule a time to drop by for a brief chat. Travel expenses are estimated in a contract, which we negotiate with our clients.

The project manager is kept informed with e-mails every step of the way.  We can “bcc” the project manager. But that may not be necessary, depending on circumstances. Our policy is to provide a short script outlining the new process, which the meeting chair can share with staff.

Is FollowUp worth our fee? One way to estimate the return on your investment is to take your last important meeting, look at the executives and staff with action items, and ask them to estimate the time they spent completing their tasks. The accounting department can compute hourly rates that can be applied to the time they spent. We can reduce their hours by a startling amount.

Magnificent Publications, Inc.
(202) 544-5490
szharris@magpub.com
1122 F Street NE, #5
Washington, D.C. 20002

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