Spreadsheet: 812122d1672966954-due-upcoming-overdue-123perwinkle-123
Sheet: Instructions

 | Purpose
 | Every quarter, each program division's leadership team will establish priorities for the quarter that align with the agency's True North Goals.  Utilizing the Traction model, priorities are tracked through weekly meetings to discuss Metrics, Rocks, and Issues (MRIs).
 | This workbook automates tracking of MRIs for division leadership teams.
 | Layout
 | The MRI Tracking workbook has 3 types of visible worksheets.
 | 1.  The main MRI worksheet is used during the weekly MRI meetings to keep the team on track.
 | 2.  The Rocks worksheets (R1 through R17) outline the individually assigned priorities for the quarters.
 | 3.  The Instructions worksheet provides guidance on how to use the workbook.
 | There are 2 sheets that are hidden.
 | 1.  The Lists worksheet contains the lists that make the drop downs work in the Rocks worksheets.
 | 2.  The DataSheet worksheet contains all of the formulas that make the Color and Due / Overdue columns work.
 | Instructions
 | 1.  When quarterly priorities are established, add them in the Rock column on the MRI worksheet.  The entries in the Rock column will populate on the top of the corresponding Rock worksheet.  Continue filling out the MRI worksheet with the True North goal each Rock aligns with, who will be reporting on that priority, and the due date for that priority.  Feel free to HIDE rows that are not being used in the MRI worksheet, as well as the corresponding Rock worksheets when they are not needed for the quarter. **The MRI worksheet will need to be unlocked to HIDE rows.
 | 2.  The MRI worksheet contains links to each Rock worksheet.  Simply click on the link in the Links column to go directly to the Rock worksheet you want to view or edit.
 | 3.  The people reporting on each priority will add information about their progress into their corresponding Rock worksheet.  The information entered will indicate whether or not the quarterly priority is at risk in the [NAME] column.  If the [NAME] column shows Yellow or Red, the priority will show up as Yellow or Red on the MRI worksheet.
 | Ø  The Date Due, Date Completed, Current Issues, and Issues Resolved columns each help the [NAME] column work.
 | Ø  The Color column and Due / Overdue column cannot be edited.  They are populated by formulas.
 | 4.  The tasks in a Rock worksheet can be assigned to anyone.  The person responsible for individual tasks does NOT have to be the person reporting on that quarterly priority.
 | 5.  A yellow or red color on the MRI sheet indicates that the team needs to work together to help that strategic priority get back on track.  **NOTE**  The MRI meeting should never be punitive.  The goal is to support one another to be successful and celebrate the successes of our teammates!
 | 6.  The color automation system is designed to use dates, identified issues, and issues resolution to indicate when a task if off track or additional support is needed.  Here is how the color automation works:
 | Ø  If [NAME] is empty, Date Due is in the future, and no Current Issues have been noted, the color will be green.
 | Ø  If [NAME] is empty, Date Due is in the future, and Current Issues have been noted, the color will be yellow.
 | Ø  If [NAME] is empty, Date Due is today, the color will be red.
 | Ø  If [NAME] is in the future, you are proclaiming to be a time traveler or a seer.  Please consult your therapist.
 | Ø  If [NAME] is after Date Due, and Issues Resolved is "No" or empty, the color will be yellow.
 | Ø  If [NAME] is after Date Due, and Issues Resolved is "Yes", the color will be green.
 | TIPS & Tricks
 | 1.  Keep the MRI Tracking document in MS Teams so everyone on the team can keep it up to date and work within it simultaneously.
 | 2.  Set up a recurring "Reminder" on everyone's calendar who is reporting on a quarterly priority with the subject line, "Update MRI Tracking Workbook".
 | 3.  Make it yours.  This is a only a tool, so modify it, if necessary, to help your team move forward and be successful.
 | ***Locked Worksheet Password***=  sooners
 | If you have questions or need assistance with this workbook, please contact [NAME]:
 | [EMAIL]
 | [PHONE]