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Leadership Standardized Work - LSW

A Leadership Standardized Work document helps you manage the regular activities performed by leaders at all levels.

Designing a robust system of regular checks, actions and reviews into the standard work of every leader will significantly improve the performance of your teams. You can also reduce the need for traditional process audits.

  • Video guide

Create an LSW document

  1. Select a folder. Go to the Leadership Std. Work module and select a folder (the location of your LSW document).

    Leadership Std. Work module and the folder in the breadcrumb navigation

  2. Create a new LSW document. Click the green Create New icon in the upper right corner.

    Green Create New button

  3. Define the settings. Define all the settings, select the type and click the Save & View button. The General type is a team LSW, the Personal type is an individual LSW.

    LSW settings with the General and Personal types and the Save & View button

  4. Add an LSW item. Add your LSW item, define its settings and click Save.

    Add LSW Item button

    LSW item settings with the Save button

  5. Edit an LSW item. To edit the settings of an LSW item (action), click the edit icon next to the item.

    Settings icon next to an LSW item

  6. Manage your actions.

    • Click into each field and select a status based on the Legend.

      LSW item statuses and the Legend

    • Use live links to get directly to other related documents (e.g. metric dashboards, meetings, etc.).

      Live link icons next to LSW items

  7. Link your LSW documents. In the action settings, scroll down to the Where to display (LSW) section and select the other LSW documents where you want your action to be displayed as well.

    Where to display (LSW) section in the action settings

  8. Add related documents. Add related documents to your LSW document.

    Related document section in the action settings

Assign actions to your team

  • Assign actions in a team LSW

    When you create a General LSW document, you can assign actions to your team members.

    Action of a team LSW document assigned to a team member

  • Find the action in a personal LSW

    Team members who already have a personal LSW see the action there, under Items from other LSW Documents, with a live link.

    Items from other LSW Documents in a personal LSW

  • Update the action on My Dashboard

    Otherwise, the action is displayed on the My Dashboard page, where they can update it.

    My LSW Tasks on My Dashboard

  • Create a personal LSW from the dashboard

    If they click Show Details, they are redirected to a new LSW document, which they can save. This establishes their own LSW document.

    Show Details link in My LSW Tasks

    New LSW document opened from My Dashboard

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