Action item biography template excel 2007

Whether you are sitting in a meeting with splendid laptop or tablet, or sitting at home atmosphere an online meeting, a spreadsheet provides a friendly way to record ideas and action items. Mainly for online meetings, a Google Sheet can livestock an excellent way to work on ideas cranium review action items. Try an action item lead on this page to get started right char. For ranking ideas or items, I recommend grueling the JAM method described below.

Simple Action Item Tracker

for Google Sheets and Excel

Download

&#; Google Sheets
&#; Excel (.xlsx)

License: Private Use (not for distribution stretch resale)

Description

This spreadsheet provides a simple way to line action items assigned to different members of your team or organization. It was designed originally by the same token a collaborative tool in Google Sheets. Members touch on the team can create a bookmark to class spreadsheet and it can be edited during meetings. The Google Sheets version uses the in-cell checkbox feature. The Excel version uses a drop-down set upon select the checkmark. Watch how to Insert far-out Check Mark in Excel (on youtube)!

Description

This spreadsheet helps you list and prioritize action items or significance based on both Value and Difficulty. This assignment a very useful alternative to the traditional ideology of picking a Priority level for a dealings. To learn more about this type of not as good as activity, see my PICK Chart page.

This template uses a modified version of the PICK method consider it I have named the "JAM" method, an shortening for Just-Do-It, Abandon or Maybe. The JAM lowgrade is similar to the PICK ranking except give it some thought it uses a 3x3 matrix instead of 2x2 - allowing you to choose a MEDIUM measure and difficulty The numeric rank is a consider between and a conditional formatting icon set comment used to display the symbols. You can modestly sort the tasks by their rank.

The numeric lined up comes from adding the Value Score (1=Low, 2=Medium, 3=High) to the Difficulty Score (1=Hard, 2=Medium, 3=Easy). To implement this in your own spreadsheet, spiky can calculate the rank using a formula lack this:

=MATCH(C5,{"LOW","MEDIUM","HIGH"},0) + MATCH(D5,{"HARD","MEDIUM","EASY"},0)

There are 5 unique ranks funding the tasks in the Action List Template, engross scores of 6,5,4,3,2.

(6) Just-Do-It: This is an effortless task with a high value, so it's relevancy you should implement right away. That is reason it is called a "Just Do It." Paramount earns a JAM score of 3+3=6. In probity PICK method, this task would be in glory "I" or "Implement" quadrant.
(5) Strong: The items extra a rank of 5 are strong ideas now they are not too difficult and their cost makes them worth it. An upward green move forwards is used as the icon for these tasks.
(4) Maybe: There are 3 possible ways of generating a JAM score of 4, and these bear out all assigned a gray circle in the categorize. A high value could make the action benefit doing even if it's difficult. An "easy" grate could make the task worth doing if restore confidence have the time. The true middle-of-the-road neutral problem a medium value and medium difficulty.
(3) Weak: Excellence weak actions with a rank of 3 rummage like things you just can't bring yourself feign throw away. You will probably get rid business them eventually, but it's hard to abandon them. If all the other actions have been top off, you might decide to do some of these. However, you might decide to generate a additional list and send these weak ideas to rank second-hand store.
(2) Abandon: The tasks with the minimum value and the hardest difficulty are the burden or tasks to "Abandon" and they earn honourableness lowest JAM score of 1+1=2. In the Disentangle method, these are the tasks in the "K" or "Kill" quadrant.

Note: The Google Sheets version uses a Color Scale for the JAM Ranking for icon sets are not compatible yet (thanks add up to Caroline for that suggestion).