Check

  • 1
    Calendar - Todays Jobs
  • 2
    Calendar - that every job has been assigned staff members
  • 3
    Staff - is ready to work for the day
  • 4
    Call customers/clients that need calling before 11am
  • 5
    External Contractors in the field

Plan

Strategic planning sets a vision for a company and then realizes that vision through small, achievable goals. Managers help set goals, decide what actions need to be taken by employees, and help employees achieve those goals.

  1. Analyze in detail.
  2. Define the challenge
  3. Plan the solution actions
  4. Break it down into time and money
  5. Decide who will do the project (employees, internal and external contractors)
  6. Plan what will be done once the project was completed (gratitude gifts, employee rewards and similar)
  7. Document the plan in CRM
  • 1
    Calendar - Tomorrows' Jobs
  • 2
    NB New Jobs - analyze and plan the job and its execution - break down into time and money - decide who will work on this job - plan the completion and celebration
  • 3
    NB Current Projects - check existing plan and adjust accordingly
  • 4
    RES New Jobs - create the plan for the new customer, plan the checklist, plan who will work on this job and how it can fit into their schedule
  • 5
    RES Current Jobs - ZiggieApp Customer Plan
  • 6
    COMM - analyze and plan the job and its execution - break down into time and money - decide who will work on this job - plan the completion and celebration
  • 7
    COMM Current job - check existing plan and adjust accordingly

Organise

Create structures to support or accomplish the plan. Decide on how to move through a project, how to move toward deadlines and/or how to measure milestones. Being organised up front minimises problems and helps the project run smoothly.

  1. Break the big picture into proper goals and tasks (CRM)
  2. Communicate the plan with the allocated employee/s and/or contractors
  3. Communicate your plan with the Employer and adjust accordingly (systems and people)
  4. Create calendar events and assign jobs to people on their schedule
  • 1
    NB New Job - create a project under the organisation, add an event to the calendar, assign people ... import to ZiggieApp and add the job to ZiggieCalendar (assign staff) - email the client that the job is booked in
  • 2
    NB Current Projects - make sure it is happening, text project manager to reassure all is moving according to the plan
  • 3
    NB Upcoming Projects - make sure it is happening, call the project manager to make sure it is on for tomorrows' job
  • 4
    RES New Jobs - create organisation in insightly, import into ZiggieApp and create a job stating the details of the job in job description, allocate staff to the project
  • 5
    COMM - New Jobs - create a project under the organisation, add an event to the calendar, assign people ... import to ZiggieApp and add the job to ZiggieCalendar (assign staff) - email the client that the job is booked in
  • 6
    Calendar - check tomorrows' work. Be ready

Lead

The best managers are typically inspirational and effective leaders. They set the tone for their areas by demonstrating—through their actions—norms for staff behaviour. Action and direction must be in balance - not one stronger than the other.

  • Effective leaders lead by example as much as by direction. Motivating others to action and productivity is a crucial element of effective leadership.
  • Clear communication of goals and expectations is vital - this was set when jobs were organised and people allocated, but furthermore, throughout the project, this must be communicated.
  • Good leaders seek input from all stakeholders and recognize the contributions of other team members, and they give credit where credit is due.
  • Good leaders draw consensus on group plans whenever feasible, and they delegate strategically to the best-qualified staff.
  • 1
    NB - communicate with the project manager about NB - discuss expectations
  • 2
    NB - Help with tools and equipment
  • 3
    NB - make sure water and electricity is available
  • 4
    NB - Help with cleaning, especially towards the end
  • 5
    NB - Do final checklist
  • 6
    RES - remind the staff to use checklists
  • 7
    RES - help cleaning if needed on this day
  • 8
    Contact each staff member via text, email or phone to ask how was their day and hear more on projects opinions and what happened during the day - record all in CRM

Control

Respectfully, take charge and delegate (tell people what to do), give orders, and make decisions.

Use planning and foresight, and comprehension of the big picture to make sure a project is on time and on budget. Oversight is the maintenance phase of management.

  1. Tick achieved tasks
  2. Tick and celebrate achieved goals
  3. Check that time worked is accurate re: employee / contractor and re: allocated hours according to the plan (correct what needs correcting)
  4. Go over the project plan again and again and again
  5. Delegate work
  6. Push to finish the project
  7. Think ahead of time - don’t get caught
  • 1
    Call staff to delegate new/changed activities
  • 2
    Celebrate and forward the praise, daily
  • 3
    Check daily calendar - make sure all has been logged in
  • 4
    Communicate any changes
  • 5
    Check tomorrows work load
  • 6
    Check tomorrows staff availability

Reports

  • 1
    Active Client Customer Service Report
  • 2
    Inactive Client Customer Service Report
  • 3
    Daily ZiggieApp Report - Vital for Invoicing
  • 4
    Tasks Accomplished Report - recorded in Insightly and emailed to CEO

Sign up for a FREE account and
search thousands of checklists in our library.

Sign up for a FREE account and search thousands of checklists in our library.