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How to Lead an "Action Review"

Posted by: Rod Kurtz on November 13, 2006

No matter how well a project, task, or assignment is done, it is always a good idea to take some time once the dust settles, gather employees together, and conduct an "action review." As the name suggests, this process provides an opportunity for even the best of organizations to look back on its work and apply lessons learned for the future.

The review consists of three simple questions for the group to answer:

• Looking back over the duration of the project, what were things that went well, that we are proud of, pleased with, and have added value to our organization and how we work? Why?

• Looking back, what are those things that did not go well, did not happen as anticipated, or did not add value to the organization? Why?

• Next time, what do we want to do differently?

Depending upon the scope of the work and number of people involved, this process should not take very long to run through. The answers should be recorded and discussed, and then kept for future reference. Next time around, results from this review can provide a starting point for process or operational improvement. The data can also prove valuable when evaluating the overall results of the task in the context of the organization as a whole.

Mallary Tytel
President and Founder
Healthy Workplaces
Sioux Falls, S.D.

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