Need advice- I have tasked one of my direct reports with following up on action items, offering assistance as needed, etc to close the action item. At least twice I have specifically requested that he schedule a meeting with the A.I. owner and cc me only to see his next communication be a boilerplate-ish repeat request for the action item owner to do their assigned action. I’ve set the expectation that we are here to help, not beat people up for overdue tasks. Any advice on documented coaching?

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Sounds like you need to get more specific with them on how to handle documentation. Give them specific feedback on the specific email and what you read vs what you actually want. I assume they are more Junior?

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What did he say when you asked him why he didn’t set a meeting, per your request?

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If he is very Junior you may need to spell it out and provide directions in a tactical fashion. I might ask, how do would you like to work together and receive requests so that you can avoid this situation in the future.

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