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StrategiQ Documentation

Follow-ups

Follow-ups ensure that meetings lead to action. This guide covers tracking and managing action items that emerge from steering group meetings.

What are Follow-ups?

Follow-ups are action items that:

  • Emerge from meeting discussions
  • Are assigned to specific people
  • Have deadlines
  • Link back to the meeting where they were created
  • Can be tracked across multiple meetings

Creating Follow-up Actions

  1. During the Meeting

    When an action item is identified, click “Add Action” from:

    • The meeting view
    • The specific agenda item
    • The actions section

  2. Define the Action

    • Title - Clear, actionable description (start with a verb)
    • Description - Additional context if needed
    • Assignee - Who is responsible
    • Due Date - When it should be completed
    • Priority - Low, Medium, or High

  3. Link to Agenda Item

    Connect to the agenda item it came from.

  4. Save

    The action is now:

    • Linked to this meeting
    • Visible in the assignee’s “My Follow-ups”
    • Tracked in the steering group’s actions list

Action Statuses

Track progress with statuses:

StatusMeaning
PendingNot yet started
In ProgressWork underway
CompletedDone
BlockedCannot proceed
CancelledNo longer needed

Reviewing Follow-ups in Meetings

A key part of each meeting is reviewing outstanding actions:

Before the Meeting

  1. Check which actions are due or overdue
  2. Review status updates from action owners
  3. Add action review items to the agenda

During the Meeting

For each action under review:

  1. Ask the owner for status
  2. Update the status in StrategiQ
  3. Note any blockers or issues
  4. Adjust due dates if needed

Meeting Follow-up Tracking

See which meetings have discussed an action:

  1. Open the action
  2. View “Meeting History” or “Follow-up Info”
  3. See a list of meetings where this action was reviewed
  4. Each entry shows the status at the time of that meeting

This creates a history of how the action progressed over time.

Linking Actions to Meetings

Automatic Linking

Actions created during a meeting are automatically linked to:

  • The meeting itself
  • The specific agenda item (if created from one)

Manual Linking

Link existing actions to a meeting for review:

  1. Open the meeting
  2. Go to the agenda item for action review
  3. Click “Link Action”
  4. Search and select the action
  5. The action now shows in this meeting’s context

Follow-up Best Practices

Clear Ownership

  • One owner per action - Avoid shared responsibility
  • Specific names - Not “the team” or “someone”
  • Owner has authority - They can actually do the work

Realistic Deadlines

  • Consider workload - Is the person already overloaded?
  • Account for dependencies - What needs to happen first?
  • Build in buffer - Things often take longer than expected

Actionable Descriptions

Good action titles:

  • “Schedule meeting with finance team to review Q3 budget”
  • “Draft proposal for new vendor policy by Oct 15”
  • “Complete user interviews (10 minimum)”

Poor action titles:

  • “Follow up”
  • “Budget stuff”
  • “Work on project”

Regular Review

  • Weekly - Personal review in “My Follow-ups”
  • Each meeting - Review outstanding group actions
  • Monthly - Comprehensive review of overdue items

Views for Managing Follow-ups

See all actions for a specific steering group:

  1. Open the steering group
  2. Go to “Actions” tab
  3. View, filter, and sort actions
  4. See progress across all meetings

Escalation Path

When actions are stuck:

  1. First meeting - Note the blocker, provide support
  2. Second meeting - Escalate concern, reassess approach
  3. Third meeting - Consider reassignment, scope change, or cancellation

Integration with Plans

Steering group actions connect to your strategic plan:

  • Actions can link to plan objectives
  • Progress visible in both contexts
  • Steering group oversight ensures plan execution

Next Steps