1. Organise Your Internal Stakeholders
First, map out the internal stakeholders involved with tracking issues. This might include consultants, Directors of Markets, the Head of Global Affairs, up to the C-Suite. Doing so provides clarity on roles and responsibilities to ensure a smooth cascade of information when an issue arises.
You can easily visualise your internal contacts in Quorum and assign responsibilities covering legislation, organisations, officials, staff, contacts and more. By clearly demarcating each colleague’s duties within the platform, you establish seamless coordination of all necessary actions and tasks for each priority topic — regardless of time zone or geographical location.
2. Identify Your Issues
Next, consider your priority issue topics as a team. To identify focus areas, the following questions might be useful:
- Which topics are consistently present across markets?
- Which topics would have the greatest impact on your bottom line?
- Which topics are prone to frequent policy activity?
Make sure to define key terminology and naming conventions so that your activities and reports will be consistent later on. Taking a streamlined approach at this stage will help you work smarter in the long run.
3. Set Up Your Tracking System
Having identified your key people and issues, put your tracking system in place. This should act as a single source of truth on issues for your entire team to refer to.
There are two Quorum functionalities which can support you here: Issue profiles and Sheets.
- Issue profile: an in-depth repository of knowledge.
- Keeps everything in one place, e.g. records of interactions with officials, meeting notes, lists of key stakeholders, important files, and much more.
- Master tracking Sheet: provides a helicopter view of an issue.
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- Automatically synchronises with your issue profile and pulls out high-level information for a snapshot of moving parts.
- See an example we’ve created below:
Issue |
Region |
Owner |
Last Updated |
Priority |
Green Deal |
EU |
Siobhan |
24/08/2021 |
High |
Net-Zero Emissions |
UK |
Claire |
19/07/2021 |
Medium |
Single-Use Plastics |
Australia |
Theresa |
22/08/2021 |
High |
4. Implement Your Tracking System
Now, set the cadence for updating your tracking system: weekly, monthly or quarterly? The intelligence that you gather will inform your strategy development and execution. Use the insights to know when to observe and when to intervene.
With Quorum, pre-set and customisable fields let you track the evolution of an issue: for example, you can assign a risk level, rate the quality of interactions with stakeholders, log meeting notes and tag your colleagues to follow up. This helps build institutional memory, which supports onboarding of new team members, while guarding against information loss if a colleague leaves.
5. Report to Directors and C-Suite
Lastly, report back on hot topics to management. Keep it to the essentials in a simple, accessible and bite-sized format.
Remember your Quorum master tracking Sheet? You can share this smart overview of issue topics with anyone — even non-Quorum users — via a password-protected link. No need to spend hours collating data; the spreadsheet spells out key insights for you and your C-Suite at the click of a button.
Best Practice: Take Issue Management to the Next Level
With your process in place, consider these handy tips to make the most of issue management with Quorum.
- Never miss a mention. Stay ahead of issues by setting up real-time alerts from Quorum: get notified whenever your keywords appear in an official’s social media post or in documents from the EU institutions.
- Get word out fast. When an issue flares up, use Quorum’s Outbox function to send personalised communications en masse to key stakeholders and EU officials.
- Report efficiently on your wins. With auto-updating Dashboards, you have a tangible view of how your actions are moving the needle — so your reporting processes can get simpler while your strategies get more advanced.