The Weekly Checklist: Keeping the team focused

While it is generally accepted that B.W. Tuckman’s four stages of team development are the standard against which a viable team’s progress is measured, our experience has been that proving teams with the tools to navigate those stages is mandatory if the team is going to chart its progress.

One of those “tools’ we developed is the Weekly Checklist. Bear in mind, we are training teams – virtual and face-to-face – to operate autonomously. Thus, they generally don’t have a designated project manager who assigns action steps and goals.

Weekly Checklist

The Weekly Checklist is a useful tool for helping teams maximize the meeting or conference call process. Effective use of the Checklist during each meeting or call helps the team:

• To document their activities since the last meeting or call

• To eliminate misunderstanding about individual responsibilities

• To be personally accountable

• To reinforce each member’s primary Kolbe talent.†

How to Use the Checklist

1. Facilitator welcomes members onto the call and asks each member to relate his or her team associated activity from the previous week.

2. That activity is recorded on the checklist by the Co-Facilitator or other designated member.

3. When all members have reported, the facilitator opens the discussion to business related topics of interest to the team.

4. During the final section of the call, the facilitator asks each member to relate his or her plans for business related activity in the coming week.

5. Those comments are recorded on the checklist.

6. Within 24 hours after the call, each member receives a copy of the completed checklist.


Q: What does your team use to stay on track?

About Bob McCarthy

Originally from the Northeast, I now call Southwest Florida home. I have been a professional copywriter and editor since 1979, both freelance and in house. I have had article published in regional, national and international magazines. Plus, a video for which I wrote the script won an industry award as Best Training Video.
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