Three Reasons Why You Need a Formal Tracking System – New Article Posted

A new article has been posted to my website.

When issues are raised during a project, there are three challenges faced by the project managers: capturing the issues, acting on the issues, and reporting back to staff about the issues. That last point is critical; one of the most frequent complaints I hear from staff is that issues raised by staff are never addressed. It’s not unusual for me to hear staff say: “It’s as if our comments just go into some kind of black hole.”

What’s critically important throughout this process is to ensure there is a process for capturing all of these issues. Click here to read the article.

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About Wes Trochlil

For over 30 years, Wes has worked in and with dozens of associations and membership organizations throughout the US, ranging in size from zero staff (all-volunteer) to over 700. In that time Wes has provided a range of consulting services, from general consulting on data management issues to full-scale, association-wide selection and implementation of association management systems.

2 thoughts on “Three Reasons Why You Need a Formal Tracking System – New Article Posted”

  1. Good points, Wes. I agree 100% about the potential value issue tracking systems offer. Find a system that delivers on the potential seems to be the hard part. In my experience their is a tremendous amount of overhead involved in setting up issue tracking systems, training users, cajoling users into adopting them and maintaining them.

    I’d estimate my organization has invested several hundred hours of staff time in trying to find and implement a low cost, flexible, and user-friendly issue tracking system – and getting users to adopt it. We still haven’t found something that works. All of the ones that integrate nicely with version control software tend to be too technical for non-technical staff. When we’ve implemented open source solutions, we’ve found ourselves investing a lot of time in administrating the system. When we’ve used paid services, user adoption is a major problem because it is yet another system for our users to log into.

    Lately, I’ve been using a Google Spreadsheet with priority, description, due date, time estimate and commentary columns. I put items in there when people send them to me and keep the table sorted by priority. Anyone can review the spreadsheet at any time. On team calls, we sometimes review it together. It’s not ideal, but all of us have Google Apps open all day. And, while I do all the entry and updating, that’s not unlike the way it was when I used ticket systems with low user adoption. I was the one creating the tickets out of everyone else’s emails.

    Would love to hear what issue tracking tools you have had success with.

  2. Sam, you raise a great point, which is that user adoption is the key to success for any data management system (which, after all, is what an issues tracking system is).

    I would emphasize that “slickness” of the system is secondary to user adoption, so if Google Docs is working for you, stick with it. What is key is to ensure that users have access to it so that they know if their concerns are being heard and addressed!

    What you’ve described in terms of reviewing the doc on calls is exactly what we’re shooting for; a single source for everyone to refer to. It sounds like you’re actually being fairly successful, even if it doesn’t look pretty.

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