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In the last two weeks I have been part of conversations about Rounding with educational leaders, one at a university and the other a K-12 school district. In each case these leaders round on colleagues, and see benefits, for example:

It helped frame our meeting and the next steps generated were much better aligned to our work. I also followed up with the mangers of the folks who were especially helpful. I can see the benefits of this approach to collaboration. 

However, both also had questions. One asked about action items related to  responses received from Rounding Question 2, “What barriers are you facing? Any resources you need to do your job?” The other mentioned the questions she was asking were not giving her what she wanted as a leader, so she amended the process so that it worked for her. She asked (generally) if she was missing something.

As I think about both conversations, I am reminded of a somewhat parallel question, “I’ve gathered these metrics, now how do I translate them to  action items for implementation?” Although, with these two leaders it is not a question about execution or understanding, it’s a question about process; as one of them put it, “I am having a hard time visualizing this next step.” Below is an example of what that “next step” might look like using a response from one university’s academic program office to Rounding Question 2.


Notice if the conversation simply “stops” at the initial discussion step (a), then the Stop-Light report remains “red.” However, when the team realized during their discussion the proposed resources did not present a viable solution, they immediately moved forward to determine a best solution and process. Discussion items (b) – (d) are the solution; the team is currently drafting the form in Survey Monkey so the item is “yellow.”

In our office we streamline the Stop-Light report for reporting/communicating and rounding using a simple table showing by row: Action Item, Individual Responsible, Progress from 0 to 100% in increments of 25%. This moves the discussion above into a process performance and accountability measure and the Stop-Light [Red (0%), Yellow (25-75%), and Green (100%)] aligns to task/item completion.





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