A system of accomplishment

I acquired this knowledge through my experience in using a help desk ticketing system.

You have things that need to be done. You can't trust your memory. You can't trust others to remind you.  If you don't have a good system, opportunities are lost forever. This kills many businesses - as the owners are unable to capitalize 

The system that works for me:

Each project you start has a series of events. Each event can be viewed as one long email thread. As you complete the objectives of each event, you complete it it out and move on to the next.

Unfinished events must be dealt with through personal action or delegation. As long as the person you are delegating to has access to the system, and has all the information, knowledge, and experience they need to accomplish the task, you should leave it up to them (avoid telling them HOW to do it, just tell them what needs to get done).

Here's the SIA system as it works:

  1. Scope it out (clear objectives, and all the information we need to do the job).

Also, clarifying the goal, and working intelligently. This is where you think before you act.

  1. Quantify it

This is where you make space to accomplish the task. It should be scheduled into an increment that is available in time & space.  There is a transactional view of task completion that demands the effort is budgeted for in both time & money.

  1. Assign It (create a ticket and assign it to an agent)

Here’s where you hand it off. By this point, you’ve already defined requirements and can drop the job into a work order. From here, it's time to hand it off and track it to completion.  All you need to do is monitor the number of open cases for an agent!

Gamify it! Create a dashboard that allows you to showcase the number of completed events by agent. Offer a weekly reward to the agent who completes the most!

Next to the task, there's a box with 4 squares. Identify where the task is in the SIA process to determine what need to be done with that task!  Assignment follows invoice. Checkmark means complete!

I created an excel sheet: F:\Dropbox\1-Strategic-BizDev\8UP\SIA Accomplishments.xlsx

The constraints of using a ticketing system like desk are helpful. You need to follow a rigid accomplishment system, otherwise, you will spend precious energy trying to manage it.

A few of the reasons AuthorDock is helpful

A collaborative work order system - something that insures the client is providing us everything we need.

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