The health check process - OPEN ACTIONS
The OPEN ACTIONS step allows your team to review outstanding action items from previous meetings. This helps maintain continuity between sessions, reinforce accountability, and set the right context before starting the next health check.
Use this step to:
- Remind people of the key focus of a health checks.
- Celebrate successes and acknowledge what has been achieved.
- Address blockers.
- Review or tick off completed actions
- Revisit team agreements and align expectations before beginning
You can also review ACTIONS in the side panel at any step during your health check.
Enabling Open Actions
Go to your team’s HEALTH CHECKS tab.
Click START HEALTH CHECK.
Choose your preferred model from a list or pre-defined categories or create a CUSTOM one.
- Once you have selected your model, click on the PROCESS tab and enable OPEN ACTIONS.
- This will now appear in your steps. Review priorities, due dates and assignees and tick off any completed items. If integrated, you can also publish any action items to your workflow management tool.
- Use PRESENT mode if you would like to discuss each action or team agreement in more detail.
