You’ve asked a staff member to follow up with a client about missing documents.<\/p>\n\n\n\n
A few days later, you check the file.<\/p>\n\n\n\n
The task is marked as completed, but the documents haven’t arrived. The client hasn’t responded, and nobody has scheduled another follow-up.<\/p>\n\n\n\n
Technically, the staff member completed what you asked. They sent the email.<\/p>\n\n\n\n
But from the practice’s perspective, the matter is still outstanding.<\/p>\n\n\n\n
This is something worth looking at when building processes in a migration practice.<\/p>\n\n\n\n
There needs to be a clear understanding of what completed<\/em> means.<\/p>\n\n\n\n For example, requesting documents might involve sending the request, recording what is outstanding, setting a follow-up date and making sure someone remains responsible until the documents arrive or the matter is escalated.<\/p>\n\n\n\n Otherwise, the owner ends up checking the same files repeatedly, trying to work out what has happened and what still needs attention.<\/p>\n\n\n\n A simple improvement is to agree on the expected outcome before delegating the work, including who owns the next step.<\/p>\n\n\n\n Today’s question for the group:<\/strong><\/p>\n\n\n\n How do you manage outstanding tasks in your practice? Do you rely on staff to remember follow-ups, or do you have a system that keeps track of unfinished work?<\/p>\n\n\n\n <\/p>\n\n\n\n #Builtorun #Educli<\/p>\n","protected":false},"excerpt":{"rendered":" Built to RUN Group You’ve asked a staff member to follow up with a client about missing documents. A few […]<\/p>\n","protected":false},"author":3,"featured_media":18293,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[128],"tags":[193,267,148],"class_list":["post-18292","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-migration-agents","tag-migration-agents","tag-migration-practice-task-management","tag-practice-management"],"yoast_head":"\n