An Action Item is a single, clearly defined task related to an Engagement Module. These items will help business owners keep track of and accomplish the tasks and milestones they have set for themselves and members of their team.
Action Items can be added to each module at any time, by going to the Action Items section of each Module or the overall Action Items tab on the left-hand menu of the Value Builder Engagement Program.
When adding Action Items provide a name and description of each action item and assign who is responsible for completing the task along with a due date. Having the owner assign action items with a due date to themselves or a team member adds accountability. These action items can be reviewed prior to each meeting to track progress in achieving the goals set forth each month.