NGO & Project Management Technology · Beginner level

Beginner level · Module 4: Team Coordination and Reporting · Lesson 2 of 3

Task Boards and Team Check-Ins

Keep everyone aligned on what is happening.

In this lesson you will

  • Use a task board
  • Run short, useful check-ins

Key concepts

to do, doing, donecheck-insblockersaction notes

The lesson

A task board shows tasks as cards moving from 'to do' to 'doing' to 'done', so everyone sees progress.

Short weekly check-ins cover progress, next steps and blockers; record decisions and actions.

For field teams with poor connectivity, use voice calls or messages with a fixed format.

Step by step

  1. Set up a board.
  2. Add tasks from the work plan.
  3. Run a mock check-in.
  4. Record actions.

Practice activity

Set up the board and run a check-in.

Expected result: A working board and recorded check-in.

Check your understanding

  1. What three columns does a basic task board use?

    Show answer

    To do, doing, done.

  2. What should a check-in cover?

    Show answer

    Progress, next steps and blockers.

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