What this means for your practice
Display overdue work, missing evidence and unresolved exceptions alongside completion counts. A dashboard should support judgement rather than imply that unequal tasks carry identical significance.
An example to discuss with your team
Complete many minor tasks while a major exception remains open; the exception must remain prominent.
What to ask before you choose
Ask to see many completed routine tasks alongside a significant unresolved exception. Can you identify its owner and next step immediately? Discuss the decisions you need to make at a management meeting. That helps the supplier select useful detail instead of relying on a large green percentage.
Design the view around a management decision
Ask what someone needs to decide when opening the dashboard. They may need to allocate help, follow up an overdue action or understand why evidence has been rejected. Put those questions ahead of a single completion percentage. A useful summary makes the important outstanding work easy to find and gives it a current owner.
Try a demonstration containing many finished routine tasks and one significant exception. Can the manager see what is unresolved, why it matters and what happens next? The relative importance should follow the organisation's agreed approach rather than a software default that treats every item equally. Make it clear when the owner has finished but review is still outstanding. Include missing information instead of silently excluding it from the total. At the next meeting, check whether the dashboard helps the team act or simply prompts a second spreadsheet to explain the real position. That workaround is a useful sign that the view needs improvement.
How to check the result
Track unresolved exceptions and evidence gaps alongside task completion.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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