Repair & Follow-up Tracker

Use this worksheet to record the agreement made in the conversation, assign responsibilities, and track progress. Keep it visible to both parties and set short check-ins.

Agreement summary

Date of conversation: _________

Participants: _________

Agreed actions (who / what / by when):

  1. Action 1: _______ — Owner: _______ — Due: _______
  2. Action 2: _______ — Owner: _______ — Due: _______
  3. Action 3: _______ — Owner: _______ — Due: _______

Success indicators (observable)

  • Indicator 1: _______
  • Indicator 2: _______

Follow-up schedule

  • Check 1 (short): Date _______ — Notes: _______
  • Check 2 (review): Date _______ — Notes: _______

Outcome log

Use this table to capture whether actions were taken and what changed.

Date What happened Evidence (observable) Next steps
_______ _______ _______ _______

Reflection & learning

What worked? _______ What didn’t? _______ What will we try next? _______

Keep the tracker with the team’s learning artifacts so future similar issues are easier to resolve.


Discussion

Comments and conversation will live here.