Using Activities for Organizational Alignment

I have been having good success with Manitoba on a novel approach to activity management and wanted to share our approach.

We are using activities to track when important department workflows are being completed.   

For the Activity description, we are using the activity "Type".  This correlates to the workflow that users need to complete, for instance, “Post Event Notes”.  Users are trained of what each activity type entails and are provided a companion document with full details - a little like how we use Confluence to describe our workflows.

Using the activity type keeps the views really clean!  The "text" field (which can get quite messy) is reserved for updating the activity and describing what happened (if required).  When new workflows are identified (for instance, they start using a new module), new activity types will be added.  

Activity checklists are being used for distribution.

The first version of the operations Dashboard (below) has just been completed.  Targeting "currently logged on" users for individual accountability.

The KPI's tracks progress towards completing activities this month, and identifies outstanding activities from last month.  

The “My Upcoming Activities” View let users see what activities need to be completed, prioritized by due date groups (overdue, today, tomorrow, …).  The “Completed Activities” view shows recently closed activities (last three days) in case they need to go back and change something.

We are still looking to refine and improve, however this is a powerful start.

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For our next step, will create a dashboard for department leaders to review the progress of everyone on their respective team, aka, team accountability.

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The final step will be a strategic dashboard that describes the health of workflows and event delivery.  

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The target outcome: Fully aligned operational, tactical and strategic measurements for workflow adoption and event delivery for all current and future processes.