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When to Do What

Get on top of the niggling little tasks that can become so big and important if forgotten!!

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You can access the information in the task lists in two ways–
- Keep all entries online. Bookmark this page and access it to complete the forms. Save the forms in a file labeled “Tasks”.
- Print a copy of the form, and keep it on your desk to remind you of the tasks. Just check off the tasks when completed. Save each completed form in a binder labeled “Tasks”.
Completing the forms is straight-forward. Each task should have a checkmark or be marked “NA” if the task doesn’t pertain to your business model.
Read the “Tips” suggestions for some help in getting the work done.

Look, I get it. We are all clocked to the max. This form suggests a rigid schedule, and it is best if you can adhere to it.

However, I am going to suggest an alternative that will allow you to ease into your time management.

DELEGATE
- Identify tasks that only you can do. Make those your priorities.
- Identify tasks that you can delegate to someone else, either inside your company or outside your company. When you delegate, provide a deadline by which the information must be provided to you, and hold the delegate to that schedule.
- Some of the tasks may not apply to your business model. Mark them NA and move on.
DAILY tasks
- Take Monday and Tuesday to complete one daily schedule. Complete another on Wednesday and Thursday. Complete a final daily schedule on Friday and Saturday.
- The morning team meetings can start on a Monday-Wednesday-Friday rotation.
WEEKLY tasks
- To get started, ignore the DAILY schedule and focus on the WEEKLY tasks.
- Take two weeks to complete one weekly schedule.
QUARTERLY, SEMI-ANNUALLY, and ANNUALLY
- Give yourself a week to complete each of these.
- Don’t forget to delegate any of these tasks you can.
Even with the short-cuts, you will be much more in control of your business.

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