Policy 6.7.1 Work Program, Follow-up Action List and Priorities Matrix

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Policy – 6.7.1 Work Program, FUAL and Priorities Matrix  Page 1 
 
Policy: 6.7.1 
Approved By: Management Group 
Approval Date: December 17, 1992 
Amendment Date(s):  Sept. 21, 2022 
Policy Holder: Chief Administrative Officer 
 
WORK PROGRAM, FOLLOW-UP ACTION LIST AND PRIORITIES REPORT 
Purpose 
To provide guidelines for the use of Work Program, Follow-up Action List and Priorities Report formats as tools 
to allocate resources to tasks and projects, to prioritize work activities relative to available resources and to 
focus on the achievement of specific results. 
A. Definitions 
1. The Islands Trust's work program system is comprised of three working documents which are 
linked to the Trust's annual budget and organizational strategic planning process in terms of 
day-to-day and/or short range activity projections. 
1.1  The Follow-up Action List is designed to deal with matters to be dealt with during the 
next three months that arise from meetings, to highlight matters arising from day-to-
day activities, and to define specific tasks associated with work program items. 
1.2  The Work Program is designed to identify a long list of specific projects or activities 
that are not items for the Follow-up Action List for potential future work, to identify 
the top priority projects approved for current work, and to define specific tasks to be 
accomplished for the top priority items. 
1.3  The Priorities Report is designed to highlight the specific activities to be pursued for 
the organizational unit's top priorities that are consistent with available resources for 
endorsement by Trust Council at its quarterly meetings. 
1.4  The Organizational Unit includes any political or staff entity identified on the Priorities 
Matrix. 
B. Policy 
1.  Follow Up Action List 
1.1  The Follow-up Action List (FUAL) should only include specific tasks that can be 
reasonably accomplished over the next three months. 
1.2  The FUAL entry should include only the key words required to prompt recall of the 
item and/or a reference (i.e. report, resolution number or minutes) as to where to 
obtain information that is more detailed. 

 
Policy – 6.7.1 Work Program, FUAL and Priorities Matrix  Page 2 
1.3  FUAL entry notations should only be completed - key words, responsibility assignment, 
target date and time budget estimates - upon agreement between the person 
responsible to complete the task, and the person(s) or entity responsible for reviewing 
the task to ensure it has been completed. 
1.4  Whenever possible, FUAL entries should note the expected date to complete the task 
in the responsibility assignment column. 
1.5  The FUAL should be updated on a continual basis, distributed on a regular basis as 
determined by the relevant organizational unit, and reviewed at regular meetings of 
the relevant organizational unit.  
1.6  FUAL entries should not be archived as complete or no longer required, and/or 
transferred to the work program, until received by the organ

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