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."
~ Kentucky - President of Real Estate Development and Management Co.
"The only institutions that last a long time, do good and useful work, and are profitable, are those that are, and have been, well organized. You get the feel of this immediately whenever you visit such a place."
~ George Matthew Adams
"Your ideas have dramatically increased employee morale and efficiency."
~ Los Angeles - Photographer, Artist, Real Estate Broker
