Coach's Casebook

Management: Keep Track of What You Say and Do

Management: Keep Track of What You Say and Do


The better manager you are the more you will have to track and there is nothing more frustrating to your team than you saying or doing something and then not remembering it.

You need a system of tracking exactly what you say and do, not just for your team but also to ensure that you can recall what you have agreed to when people try to hold you to something that you haven’t agreed to.

Any system you use for tracking such information is better than none.  But it need to be a system that works for you and is friction free.  If you don’t like it then you won’t use it.

Some Options to Consider.

1. A diary can be a good tool as it captures the information on the day you discussed it or took action.

2. A filofax or similar (really a diary on steriods) such as the ‘myTyme’ by LMI, offers bothe the facility to capture key points but also additional facilties for capturing and tracking and bringing up in the future the important points of your actions and conversations.  Well recommendedthe myTyme is a system I’ve used myself.

3. A ‘daybook’ – with an engineering and project management background I have developed a habit of running a ‘day book’, an ongoing log of my events, actions discussions and decisions.  Some organisations require this of their staff and it becomes a legal document owned by the company.

4. An electronic journal is a good tool to track this information and the explosion of apps that assist makes the tablet and smart phone perfect for this activity.

I personally use Evernote for the majority of my information tracking and journalling. Too valuable and flexible to cover in a bullet point here, there are lots of tutorials on Evernote to be found on the web and I like ‘Taming the Elephant‘.  Key to its success is the fact that I can use it across all of my devices and also through a web portal when I’m on an unfamiliar machine. An application you must consider and I regularly recommend it to my coaching clients.

No matter the method you use, a good manager must track their decisions, actions and conversations or be left unable to confirm or refute another’s claim of what you committed to.

Dare to Aspire

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