Learn to review meetings and reports against their purpose, identify necessary information, test a process change, and track time and decision delays.
A process becomes an end in itself when performing it replaces its original purpose. Identify who uses a meeting or report and which decision it supports.
Preserve necessary safety and quality functions when reducing work. Trace the information used and actions decided.
Document information shared and decisions needed for each recurring meeting. Atlassian describes reviewing meetings and moving suitable ones to written formats. (Atlassian: Audit team meetings)
Distinguish decision sessions from reports that can simply be read.
Investigate who used each field and reconsider unused sections. Some records still require preservation for applicable rules or audits.
Distinguish retained records from everyday explanations when choosing formats.
Change one recurring report for a trial period and record time and decision delays. Repair missing fields or communication routes.
Assign ownership and readers for public activity information too, keeping it aligned with current work.
For the related decision, read Decide which work to reduce.
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A: Preserve necessary decision and safety functions.
A: Use decision needs and retention purposes.
A: Time, decision delays, and missing information.
A: Update it to reflect current work and reader needs.
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