Hey there! Thanks for your interest in the Task Master Worksheet!
Starting at the weekly task list instead of starting high level has been eye opening for me. A lot of people start at the top and work their way down. That’s great. And, I might do that next. But, what I’ve found to be super powerful is seeing what I’m doing right now and adding things that should be done to make my business run more smoothly and effeciently, but more importantly cut out the things that aren’t working.
Doing this worksheet has also helped me to keep track of my time. When I take a mental break and read an article or listen to a podcast on my walk to the gym, I get to “count” that time as productive. This is super important to me at this point in my business life. Adding that to the worksheet rounded out my daily question of “what did I do today?”. It made me realize how much time I put towards learning as well as doing things that needed to be done.
What it’s meant for
This is a weekly worksheet that is meant to be used for tasks and not processes. A task is a singular effort that can generally be done in one sitting. A process is a bunch of tasks that take multiple steps. For example: a task can be schedule clients, send follow up email to (fill in the blank), research 1 hour on (fill in the blank), spend 3 hours writing, reading, etc. A process can be publish a series of blog posts, review revenue numbers year over year, or write new strength program to publish. All of these processes can be broken down to tasks depending on where in the process I am.
Who it’s for
This worksheet is for people who thrive on organization and often find themselves asking the two questions:
- What should I do next?
- What did I do today?
If you’re not sure if this is meant for you, try it out for a week and see if it either gives you structure or binds you in structure. You’ll know if it’s a good fit.
Here’s how to use it
- Daily Tasks: at the very top of the first page, write down the tasks that you need to do daily.*
- On a separate sheet of paper write down all of the tasks you have that recur weekly and monthly.
- Organize the weekly items onto the days of the week if they are day-sensitive tasks and with the remainder, organize them onto days of the week that you prefer to do them.
- Write those into the cells under Daily Checklist according to which days you chose.
- Weekly Check-in: next, pick a few numbers that you can define your business with. This is just a starting point and can range from number of clients or newsletter subscribers to revenue to how much time it took you to do a recurring task. It’s up to you, but they should be numbers that help you form an opinion of how your business is doing.
Now, to use it!
Daily, work on your sheet. If you happen to lose a day (hey, I get sick and sometimes play hookie!), all of your to-dos are right where you left them.
- AM Brain Dump: on the back when you wake up and before you start working write down everything that’s on your mind.
- Working To-dos: take the AM Brain Dump and dish the tasks out under the Working To-dos. You’ll naturally prioritize them by day and place on the list.
- Anything that isn’t a “this week” task can go in the box Back of my mind. Perhaps it’s a next week task, perhaps it falls off the list.
- Then, get to work. As you progress through the week check things off as you complete them.
- New ideas, thoughts, tasks go either in the AM Brain Dump section for the following day or in the Back of my mind section for review at a later time.
- Follow-ups: here’s a special section dedicated to people or things you need to follow up on. I separated this because it’s easy to push these off and I didn’t want to do that anymore.
- Finally, and my favorite box, is the What I learned this week. Put highlights of the things you learned from podcasts, books, articles, etc. that you want to remember.
*I have already included 3 items: AM Brain Dump, Check date & weather, review emails. It might seem simple, but remember we’re going for consistency and working on not forgetting anything. It surprised me how powerful and grounding it is once I started to know the date and the weather before I needed to know it. (And, honestly, sometimes I forget to check my email, ok?!)