Do you have a running task list? Perhaps? On multiple post-its or lists or walls or boards?
What would it be like to have them consolidated in one place?
Having all your tasks under one umbrella can help you as you go to ensure that all the tasks were followed.
Figure out the level of the plan (annual, monthly, weekly, daily, other).
Planning takes place on multiple levels – annual, quarterly, monthly, weekly, daily and sometimes on a project basis. What levels are you planning at? How are you keeping the tasks in focus so that they can move forward?
In the PlanDoTrack planner, you will find that every month has its own Monthly To Dos page. You will find that you will want to shift the To Dos forward into your weekly planners and daily planners. I find this is an invaluable way to keep tasks in mind. Without it, I may forget some of the smaller tasks that need to get done – i.e. reporting.
Many use the running task list idea on a weekly basis. For other ideas on how to use a running task list, check out these articles:
What’s important for you in terms of carrying things forward?
What are the levels you are planning at?
Annually – Budgets, vision, meta-goals
Quarterly – Achievements, trends, major projects
Monthly – Breaking down projects, to tasks and activities.
Weekly – activities and tasks required to focus on this.
All the best,
Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon.
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Jennifer Britton is the blogger behind the popular Teams365 blog, a daily,blog for team leaders and members since 2014. Her latest publication is the PlanDoTrack Workbook and Planner. Pick up a copy at Amazon.
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