1.
Washington State Auditor’s Office
Troy Kelley
I n d e p e n d e n c e • R e s p e c t • I n t e g r i t y
Tracking team tasks online
Information Processing
Management Association Forum
May 21, 2014
Dan Genz, Performance Auditor

2.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 2
 Conduct more than 2,000 audits each year
 About 350 employees
 20 offices across Washington
 Most auditors are out in the field
About the State Auditor’s Office

3.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 3
 Building a
Lean culture
 Want to see
our work
 Work in teams
 Collaborate daily
Why use task-tracking boards?

4.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 4
Everybody built a board

5.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 5
Team boards best for tracking projects

6.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 6
What if the team is split
Four people Two people
1.4 miles
 Boards were non-starters in the field
because teams are rarely in the office

7.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 7
Online boards solved the problem
 Designed for teams and interactivity
 Available anywhere
 Instant e-mail alerts
 Real-time status
 Easy to set up and modify
 Deadline reminders
 Multiple options available

8.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 8
The board is always available online

9.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 9
Cards are packed with potential

10.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 10
Excellent at a glance tool

11.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 11
What team members are saying
 A useful tool
 We’re just touching the surface of its capability.
 Project status is live – no urgent status requests.
 Put a task on a sticky and I’ll get it done.
 When can my team use it?

12.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 12
Challenges
 It can be hard to get everyone involved
 Need a critical mass to succeed
 Specialists/supervisors follow multiple boards
 Must be online to use it

13.
W a s h i n g t o n S t a t e A u d i t o r ’ s O f f i c e 13
A deputy director’s perspective
 A great management tool
 More information at my fingertips
 Even though almost everyone who works for me
is in another building, I am in the loop