Sep 21, 2026 · 23 min · 8 segments
Josh brought a live client problem to this one. He had given a single leader about thirty action items for one initiative goal, and that leader told him it felt like being treated like a child. The…
Josh PetersonHostYou know, like, did we do what, you know, the book tells us to do? C plus B minus.
And, you know, especially for a small business that the owner is still heavily involved, it's like, no, I mean, you're just not going to get the time to just stop everything, to just do strategy and work on the business.
But if you do enough of it and you really put your plan into motion and you just get after it in general, like you're going to get pretty
All right, Gary, I'm working with this client and I'm putting too many action items on their plan.
And part of the way I think I know it is, you know, kind of a mid-manager on an executive team or leadership team, I should say, was like...
Josh, I appreciate all of this, but you're kind of treating me like, like a little kid.
And, and I thought, okay, that's, that's good feedback, but I'll give it a little more context.
I think in this case, it was the initiative or the initiative goal was to say, improve agreement, gross profit to X percent.
and so the action items weren't just you know better time entry better resource allocation it was hey number one we've got to understand what the agreement gross profit is and i mean i had this poor person have like 30 action items from running the report to fixing the report to you know working on work you know roles and work types and all the things so To me, it seemed right, but what's the reality there? I think I saw you shaking your head already.
And then what you're talking about is the action items, which I really think are weekly.
So according to our vision system, the action items are weekly tasks that the employee or the consultant will do for to achieve whatever goal we set for the month.
So when we have like 30 of those, what we're really saying is within the month, we're going to do 30 things each week or within the weeks to, to complete.
So I think I'm on the side of the client saying, you know, I need a, an, a task or an action item, but you don't need to break it all the way down to every single step and every next move.
You know, like, did we do what, you know, the book tells us to do? C plus B minus.
And, you know, especially for a small business that the owner is still heavily involved, it's like, no, I mean, you're just not going to get the time to just stop everything, to just do strategy and work on the business.
But if you do enough of it and you really put your plan into motion and you just get after it in general, like you're going to get pretty
All right, Gary, I'm working with this client and I'm putting too many action items on their plan.
And part of the way I think I know it is, you know, kind of a mid-manager on an executive team or leadership team, I should say, was like...
Josh, I appreciate all of this, but you're kind of treating me like, like a little kid.
And, and I thought, okay, that's, that's good feedback, but I'll give it a little more context.
I think in this case, it was the initiative or the initiative goal was to say, improve agreement, gross profit to X percent.
and so the action items weren't just you know better time entry better resource allocation it was hey number one we've got to understand what the agreement gross profit is and i mean i had this poor person have like 30 action items from running the report to fixing the report to you know working on work you know roles and work types and all the things so To me, it seemed right, but what's the reality there? I think I saw you shaking your head already.
And then what you're talking about is the action items, which I really think are weekly.
So according to our vision system, the action items are weekly tasks that the employee or the consultant will do for to achieve whatever goal we set for the month.
So when we have like 30 of those, what we're really saying is within the month, we're going to do 30 things each week or within the weeks to, to complete.
So I think I'm on the side of the client saying, you know, I need a, an, a task or an action item, but you don't need to break it all the way down to every single step and every next move.
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