Engagement
Named watch-list clinic
A half-day clinic that replaces a colour-coded account grid with a named list: who is on it, why, what the next human action is, and when they leave the list.
Who it is for
CS leaders whose health grid has fifty amber accounts and no one who can say what amber means this week.
What you leave with
A named list with entry rules, exit rules, and an owner for each line — short enough to read aloud in the Monday meeting.
Scope
One book of business. We do not merge several regions into one list on the same morning.
How it runs
Clinic
We print or share the current grid, then refuse to keep a colour unless someone can name the next call, email, or visit it requires.
Rules sheet
You receive the entry/exit rules and a starter list from that morning’s work.
Included
- Facilitated sorting of the current grid into named concerns
- Entry and exit rules written in the room
- A one-page rules sheet
Not included
- Scoring models, weightings, or automated ranking
Preparation
Bring the current health export and the CSM who will own the list after we leave.
Constraints
Lists longer than twelve names are split or cut in the room. A list nobody reads is not a list.
Next step
Offer a Monday or Thursday morning in the next three weeks.