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How to effectively document feedback and action plans?
Reading time: 4 min.
1. Why document feedback and action plans?

1.1 Documenting certain parts of your workflow allows you to stay on track, focus on what's important, always be on the same page with your team; documenting feedback and action plans is no exception.

1.2 Based on the accumulated feedback records, you will be able to see trends, conduct analysis, formulate hypotheses, and bring greater value. The lack of habit of documenting feedback often leads to a distorted perception and incomplete assessment of reality.

1.3 A documented history of changes to the action plan allows you to see the big picture and not lose focus on key points. It is important to understand that plans and goals can sometimes be adjusted and changed, but all this should be documented so as not to fall into the trap of chaos.

2. How to document feedback and action plans?

2.1 There are so many great ways and tools for documenting feedback and action plans, each with their own benefits, but I'd like to focus your attention on a few key principles.

2.2 Build a simple, understandable, convenient, scalable system. Do not create unnecessary entities, do not create the preconditions for disorder and chaos from the first steps.

2.3 Receive and document feedback in the format in which you plan to use it.

2.4 When documenting action plans, keep in mind that there may be adjustments, so make sure your tool allows you to easily see the history of adjustments.

3. How to follow up on feedback and action plans?

3.1 Feedback and action plans have one interesting thing in common: they are useless without subsequent concrete actions and decisions.

3.2 A good approach is to regularly keep stakeholders informed of how plans are being implemented, whether adjustments are taking place, and how much adjustments are changing the original picture.

3.3 Regularly inform the team about changes, actions, decisions that you make based on feedback. Emphasize the importance of feedback and its results.

Key points

1. Develop the habit of documenting important information, especially feedback and action plans. Be an example for the team - treat data with love and care.

2. From the very first steps, create a simple, understandable, convenient and scalable documentation system.

3. Avoid creating unnecessary objects, focus on the minimal and necessary. Don't create conditions for disorder and chaos from the very beginning.

Good luck!
Methodologist of Guidbase
Author
Guidbase
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