Create master business calendar for this and future years.
January
Identify needs, determine requirements, and evaluate
options.
Revamp paper file systems for client & client's
assistant
February
Gather / organize personal financial records. Create household budget
& recordkeeping system
Paperflow management training
March
Organize home office, check ergonomics & workflow
efficiency
Computer file clean-up: archive, rename files, categorize, and
back-up
April
Project: Organize new home build
Outlook training
May
Create systems for wardrobe, kitchen, and children's
rooms
(Focus on home)
June
Prep home for upcoming move
Evaluate general office systems & processes
July
Move in, in an organized fashion
Refine systems, and create templates and checklists for all
processes
August
Settle into new home
Review & document new systems. Evaluate employees.
September
Evaluate family/children's processes & systems, (back to school
time)
(Focus on home)
October
Review and tweak all systems
Move office to new location
November
Maintenance coaching
Final wrap-up. convert calendar for new year, and complete regular year
end tasks
December
Personal financial record year-end closure for taxes &
archive
"I'm now able to deliver a higher quality product and service than my competition and the resulting excellence makes work fun again."
~ Kentucky - President of Real Estate Development and Management Co.
"There is an easier, better and quicker way to do most everything, and now as never before, we must seek those easier, better, quicker ways and methods."
~ Gustav Metzman
"I am a new woman. You are great!!!"
~ Ohio Private Non-profit Social Service Director
