Task Mapping (work)

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Task Mapping (work) by Mind Map: Task Mapping (work)

1. Monthly

1.1. WEEK 1: Calendar Management (30 mins)

1.1.1. Add Upcoming/New Events to Schedule

1.2. WEEK 2: Invoicing (30 mins)

1.2.1. Generate New Invoices (15 mins)

1.2.2. Reconcile Paid (15 mins)

1.3. WEEK 3: Track Numbers (30 mins)

1.3.1. Employees

1.3.1.1. # of Applicants

1.3.1.1.1. Which source?

1.3.1.1.2. # of Interviews

1.3.1.1.3. # of Starts

1.3.1.1.4. # of Employees @ Month’s Close

1.3.1.1.5. # of Stops

1.3.2. Inquires/ Sales

1.3.3. Sales in Dollar Amount (Total Revenue)

1.3.4. COGS in Dollar Amount

1.3.5. Expenses in Dollar Amount

1.3.6. Net Profit in Dollar Amount

1.3.7. Bids

1.3.7.1. # of Bids

1.3.7.1.1. Which source?

1.3.7.2. # of Offers w/ a Bid

1.3.7.3. Bids in Dollar Amount (monthly recurring)

1.3.7.4. # of (Sales) Locations Contracted

1.3.7.5. Sales in Dollar Amount

1.4. WEEK 4: Boss Misc. Tasks (2 hrs)

1.4.1. Go through bank statement to check for subscriptions, incorrect charges.

1.4.2. Client Spotlight

1.4.3. Employee Recognition

1.4.4. Networking

1.4.5. Email

2. Weekly

2.1. Track Numbers (10 mins)

2.1.1. Employees*Last Day of Month*

2.1.1.1. # of Employees

2.1.1.2. # of Applicants

2.1.1.3. # of Interviews

2.1.1.4. # of Starts

2.1.1.5. # of Stops

2.1.2. Applicants, Interviews, Starts

2.1.2.1. Which Source?

2.1.2.2. Inquires, Bids, Sales

2.1.2.2.1. Which Source?

2.2. Boss Misc. Tasks (1 hour)

2.2.1. Meeting with Clients

2.2.2. Email

2.3. Meetings (5 hrs)

2.3.1. Rosie (Scheduling)

2.3.2. POD Mental Fitness-Tuesday (45 mins)

2.3.3. KOI Coaching-Wednesday (30 mins)

2.3.4. Chelsi Jo Coaching-Wednesday (45 mins)

2.3.5. Next Level Coaching (2.5 hrs)

2.3.5.1. Mike-Thursday

2.3.5.2. Tracey-Tuesday

2.3.5.3. Jaxon-Anyday

2.4. Employee Interviews (2 hours)

2.4.1. Group Interviews-Wednesday (1 hour)

2.4.2. One-on-one-Thursday (1 hour)

2.4.3. On the Job-Friday/Saturday

3. Daily

3.1. Scheduling

3.1.1. Process Incoming Jobber Requests

3.1.2. Send comformations

3.1.3. Close Out Incomplete Jobs

3.2. Check Email, Respond or Assign

4. Bi-Weekly

4.1. Payroll

4.2. Mindset Calls (Tracey)

4.3. Inventory/Order Supplies

5. Uncategorized