Hey! Love the show!

Its amazing how useful al this information can be.

I know that a lot of users come with very particular problems looking for an answer, and I'm no exception.

In the company that I work with, we send out a lot of daily reports. The problem that I'm having is that the people that create those reports (my directs) basically do a copy paste from the previous day and only modify specific numbers.

The problem is that they have stopped reading the notes and other specific parts of the report, and basically don't report new events or any variations from text. They go directly to change the numbers and send it.

Is there anything that I can do to assure that they pay attention to detail and make sure that all information is accurate?

Hope I made my point


Your Listener from Mexico

Mark's picture
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Glad you're getting value from our work!

No need to apologize for asking for help. That's why we're here.

This seems pretty straightforward, but the solution has nothing inherently to do with daily reports. This is a simple case where either (a) the team is not following a procedure that's legitimate and valuable, and effective; or (b) the procedure has changed or needs to be changed, and they haven't adapted.

In case (a), all it takes is feedback. I'd ask to see their reports, and then give them feedback on what they've missed and what the impacts are. If you have specific examples of repercussions to you or your team, or clear implications of bad data going out, great, share that in step 3. [I'm assuming you are familiar with our feedback model, but if not, that's okay.. just go listen to those casts, and then check out the discussion forums for more insight.]

Make sure that you follow step 4. They're adults, and they do the work.. they'll figure it out.

If it's (b), you have to decide whether you need to do some re-training, or whether you can just give feedback. If the process needs to be changed, get their input and change it, train, and then expect them to meet it. If they don't, give them adjusting feedback. If they do, give them affirming feedback. I don't know enough to determine whether it's a process or behavior issue, but you do, I suspect.

At this point, it's all about feedback.

Let us know if this helps!