CEO’s (and other cross-departmental leaders like GM’s) are very busy people. They set the strategic direction for the business and each team within the business. They determine the overall business goals of their organization, while helping middle managers and employees align performance objectives against those goals. They listen to their teams, react to status reports on progress against objectives, and manage employees to individual and team success.
In an effort to stay coordinated with the actions of their teams, and to understand the health of their business across each department, a CEO might consider logging into each of the applications used across the business. This is the wrong approach to getting in sync with the team and business. Below are six of the many programs CEO’s should avoid.
LEAVE THE CRM APPLICATIONS FOR THE SALES TEAM
1 – 3. Salesforce, Zoho, and Highrise: Customer relationship management (“CRM”) software offers your sales and business development professionals incredible tools to execute their jobs. The programs improve productivity, accountability, and transparency across the team as they look to turn qualified leads into customers. But while these programs are great for tracking the daily efforts of the revenue-generating employee, they are awful destinations for a CEO. These programs, when used correctly by the sales team, are loaded with noise. And CEO’s don’t need noise, they need concise updates on the most important activities and results from the team. Attempting to look through each employee’s activities for an idea of focus is an inefficient use of time. And relying on custom reports to understand the health of the department would be a great risk. CEO’s need the perspective behind the data to truly get in sync with the team’s efforts.
THE TEAM CAN MANAGE INDIVIDUAL TASKS – CEO’S NEED CONCISE STATUS
4 – 6. Jira, Basecamp, and Trello: Your product and project-based teams require systems that coordinate their efforts. Many programs offer unique UI and features for getting things done across teams by tracking and assigning tasks. These programs can increase a team’s productivity, but they are not tools to be used for reporting status to a CEO. Looking at a list of accomplished or open tasks doesn’t tell a story, and if a CEO tries to synthesize such a list into what a team has done or what a team has planned, that CEO will be wasting valuable time and will most likely be missing key items and trends. CEO’s require status reports that clearly give them insights into what has been accomplished, and what is planned. Such a status report will enable the CEO to make quick decisions and manage the team better.
USE TASKS AND EVENTS TO HELP COMPOSE A HELPFUL STATUS REPORT
Employees reference a number of assets when writing their status reports. They look at their previous status report to make certain they don’t miss anything critical from last week. Then they look at the status reports submitted to them by their team if they are in middle management – this is the process of rolling up status within the organization. Then employees reference their tasks and calendar events to recall everything they have accomplished or might have planned. So CEO’s need to encourage their teams to leverage tasks and calendar events to write concise status. This will only save the employee time and improve the management guidance they receive.
The StatusPath experience provides all of these status report assets during the composition experience, allowing employees to write better status reports more quickly. CEO’s stay coordinated in one location and system, very quickly syncing up with every department in the company. Try it today.