On most projects I end up putting together this Excel action tracking template. It’s a minor job, but a bit fiddly. I had a look on Google recently and couldn’t find a simple tracker template that worked well, so I designed one. It’s a little off-theme for this site, but very useful I think. Most KPI implementation work involves tracking lots of actions, so that’s my excuse for putting it here.
This template covers the basics for a good action list:
- Action name
- Due by
- Closed on
I hope it’s self-explanatory, but don’t be shy about giving feedback or ideas for improvement. I’ve stayed away from VB or macros as I know the hassles this will bring in a corporate environment, but it does include some logic and conditional formatting to make it easier to assess how things are going.
I hope you find it useful. Just click the link below to download it….
Follow this link to download the tracker: Action Log Template