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The Monthly Checklist

The Human Element

When good work goes unrecognized, it’s demoralizing to the individual. When problems are not handled, it’s demoralizing to the team. Everyone is better off when developments, positive or negative, are identified and responded to sooner than later.

The Business Obligation

There is a saying I like, A short pencil is better than a long memory. You’re probably busy. Our days can become filled with unexpected issues that require immediate attention. Despite the best of intentions, performance evaluations that don’t seem urgent can slip through the cracks. It’s our responsibility to make sure that doesn’t happen.

That’s where the pencil comes in. In addition to taking note of things that need to be addressed, creating and reviewing a monthly checklist can help keep everything on track.

A Humane Approach

Here are the questions that I’ve used to keep a pulse on staff:

  • Are they meeting expectations?
    • If not, is there a plan in place and what is its status?
  • Are they exceeding expectations? If so:
  • Are they on the best team or project based on their abilities and goals?