Follow up, what is it, why is it needed and how to write it quickly?

Follow up, what is it, why is it needed and how to write it quickly?

So that such questions are not systematic, and time is spent directly on completing tasks, and not on their repeated discussion, the Follow Up (FU) was invented.

Follow Up means Follow Up in English. However, the original form of the verb with a preposition is so ingrained that everyone calls the list "follow up".

At our agency, FU is written in 3 cases:

  • During a meeting with a client when we discuss plans for a project.
  • During meetings, meetings, and brainstorming sessions with the team.
  • During the daily sprint.

If you step back from the origin and explain in your own words what a Follow Up is - it is a list of tasks that you have to complete. Writing such a list during a sprint closes several issues at once:

  • Misunderstanding. When discussing a task verbally, there is not always an understanding that you are talking about the same thing. But by writing out the task in the FU, you relieve yourself of this point. After all, the wording of the task is seen by both the task setter and the doer.
  • The priority and the deadline. It is much easier to rank the list by simply swapping out the items. Hence, compliance with deadlines - is one of the golden rules of a good reputation with clients. It's the follow-up that helps keep that bar high. 
  • Accountability. Who exactly took the task on a particular project can be seen immediately in the FU.

How to write a Follow up:

  1. Just before the start of the meeting, you need to appoint a person responsible for writing the FU.
  2. The main rule of class FU is to write during a sprint or meeting. Even if you don't have time to write out the task in full, you can write it up in a nutshell during the meeting and after the meeting, and write it up in detail with the details.
  3. Deadlines. A key point to get your list of priorities right.
  4. With responsibilities. Make sure that for each task there must be a responsibility.
  5. It is clear and understandable. Tasks should be created so that the essence was clear not only for participants of a meeting but also for those who weren't at it.
  6. No unnecessary words. There is no need to use superfluous phrases in the statement. Example: You need to do a competitor analysis. Better - Do a competitor analysis. It is much clearer and easier.
  7. Everything has its place. FU should always be fixed in one place. And everyone involved in the project must have access to it. 

Conclusion: 

FU is a very cool habit for fixing tasks. After implementation in our agency we have felt the consistency, it is possible to feel our own productivity (secretly sometimes it is the other way around, not without it), maximum transparency in staff employment and involvement, and even a certain excitement to do more tasks during the workday. Do you write Follow up in the company?

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