9 February 2013

Snapshot


Friends, hope you have all gone through the last post on Tasks Management. Let's move on to next part of Smart Manager which is Snapshot

Snapshot is a special document which gives an instant view of what you are expecting from others and what all is pending on your end.  

Expecting
As tasks are performed, often external inputs would be needed. You may have asked someone for feedback, given a task to someone  or may have initiated a transaction (eg. bank) whose execution would take finite time. All these come under Expecting category

Pending
This is a snapshot of what things are due from your side. You may have to provide data to someone, work on a task etc.

More categories

Deferred
Expecting/Pending items which are not to be pursued in immediate future can be moved to this category

No response
Expecting items where no response is received after considerable time

Some important points

  • Each Expecting/Pending item should be very brief, only a few words
  • If context of item can be remembered, writing it can be avoided (though, this should not be done at the cost of loosing clarity)
  • As soon as activity is performed, Snapshot list and the related task (if there) should also be updated
  • Mostly Expecting/Pending items are connected with Tasks except in some scenarios where an entry may be directly added
  • Expected date of action should also be added. In case of Expecting items, if response is not received by this date, follow up should be done

Benefits of Snapshot

  • It helps in tremendous saving of time as one does not need to scan all tasks 
  • It helps in having timely follow ups
  • It helps in improving one's reliability

Sample

Expecting

. Feedback Raman websites analysis 20 Aug’12

Here websites analysis is the context. If no other feedback is being expected and you can remember the context, you may not write it, just to make it concise
 
Pending

. Sending email Ajay 25 Aug’12

If response is not received from Raman by due date, follow up should be made

After sending email to Ajay, entry should be cleared from list and update should be added to related task as applicable

Stay tuned for more !

If you like it, don't hesitate to share it further and do a favour to your friends

Thanks
Aman Preet Singh
GlobalFactor 

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