{"id":17665,"date":"2019-05-19T09:24:06","date_gmt":"2019-05-19T09:24:06","guid":{"rendered":"https:\/\/www.process.st\/templates\/managerial-daily-tasks\/"},"modified":"2019-05-19T09:24:06","modified_gmt":"2019-05-19T09:24:06","slug":"managerial-daily-tasks","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/managerial-daily-tasks\/","title":{"rendered":"Managerial Daily Tasks"},"content":{"rendered":"
\n

Check<\/h2>\n
\n
    \n
  • \n
    \n
    \n 1\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Calendar - Todays Jobs\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 2\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Calendar - that every job has been assigned staff members\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 3\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Staff - is ready to work for the day\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 4\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Call customers\/clients that need calling before 11am\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 5\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n External Contractors in the field\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
    \n

    Plan<\/h2>\n
    \n

    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.<\/p>\n

      \n
    1. Analyze in detail.<\/li>\n
    2. Define the challenge<\/li>\n
    3. Plan the solution actions<\/li>\n
    4. Break it down into time and money<\/li>\n
    5. Decide who will do the project (employees, internal and external contractors)<\/li>\n
    6. Plan what will be done once the project was completed (gratitude gifts, employee rewards and similar)<\/li>\n
    7. Document the plan in CRM<\/li>\n<\/ol><\/div>\n
      \n
        \n
      • \n
        \n
        \n 1\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Calendar - Tomorrows' Jobs\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 2\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n 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\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 3\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n NB Current Projects - check existing plan and adjust accordingly\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 4\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n 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\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 5\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n RES Current Jobs - ZiggieApp Customer Plan\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 6\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n 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\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 7\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n COMM Current job - check existing plan and adjust accordingly\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
        \n

        Organise<\/h2>\n
        \n

        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.<\/p>\n

          \n
        1. Break the big picture into proper goals and tasks (CRM)<\/li>\n
        2. Communicate the plan with the allocated employee\/s and\/or contractors<\/li>\n
        3. Communicate your plan with the Employer and adjust accordingly (systems and people)<\/li>\n
        4. Create calendar events and assign jobs to people on their schedule<\/li>\n<\/ol><\/div>\n
          \n
            \n
          • \n
            \n
            \n 1\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n 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\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 2\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n NB Current Projects - make sure it is happening, text project manager to reassure all is moving according to the plan\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 3\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n NB Upcoming Projects - make sure it is happening, call the project manager to make sure it is on for tomorrows' job\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 4\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n 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\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 5\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n 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\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 6\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Calendar - check tomorrows' work. Be ready\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
            \n

            Lead<\/h2>\n
            \n

            The best managers are typically inspirational and effective leaders. They set the tone for their areas by demonstrating\u2014through their actions\u2014norms for staff behaviour. Action and direction must be in balance - not one stronger than the other.<\/p>\n

              \n
            • Effective leaders lead by example as much as by direction. Motivating others to action and productivity is a crucial element of effective leadership.<\/li>\n
            • 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.<\/li>\n
            • Good leaders seek input from all stakeholders and recognize the contributions of other team members, and they give credit where credit is due.<\/li>\n
            • Good leaders draw consensus on group plans whenever feasible, and they delegate strategically to the best-qualified staff.<\/li>\n<\/ul><\/div>\n
              \n
                \n
              • \n
                \n
                \n 1\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n NB - communicate with the project manager about NB - discuss expectations\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 2\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n NB - Help with tools and equipment\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 3\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n NB - make sure water and electricity is available\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 4\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n NB - Help with cleaning, especially towards the end\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 5\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n NB - Do final checklist\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 6\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n RES - remind the staff to use checklists\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 7\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n RES - help cleaning if needed on this day\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 8\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n 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\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                \n

                Control<\/h2>\n
                \n

                Respectfully, take charge and delegate (tell people what to do), give orders, and make decisions.<\/p>\n

                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.<\/p>\n

                  \n
                1. Tick achieved tasks<\/li>\n
                2. Tick and celebrate achieved goals<\/li>\n
                3. Check that time worked is accurate re: employee \/ contractor and re: allocated hours according to the plan (correct what needs correcting)<\/li>\n
                4. Go over the project plan again and again and again<\/li>\n
                5. Delegate work<\/li>\n
                6. Push to finish the project<\/li>\n
                7. Think ahead of time - don\u2019t get caught<\/li>\n<\/ol><\/div>\n
                  \n
                    \n
                  • \n
                    \n
                    \n 1\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Call staff to delegate new\/changed activities\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 2\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Celebrate and forward the praise, daily\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 3\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Check daily calendar - make sure all has been logged in\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 4\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Communicate any changes\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 5\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Check tomorrows work load\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 6\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Check tomorrows staff availability\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                    \n

                    Reports<\/h2>\n
                    \n
                      \n
                    • \n
                      \n
                      \n 1\n <\/div>\n<\/p><\/div>\n
                      \n
                      <\/div>\n<\/p><\/div>\n
                      \n Active Client Customer Service Report\n <\/div>\n<\/li>\n
                    • \n
                      \n
                      \n 2\n <\/div>\n<\/p><\/div>\n
                      \n
                      <\/div>\n<\/p><\/div>\n
                      \n Inactive Client Customer Service Report\n <\/div>\n<\/li>\n
                    • \n
                      \n
                      \n 3\n <\/div>\n<\/p><\/div>\n
                      \n
                      <\/div>\n<\/p><\/div>\n
                      \n Daily ZiggieApp Report - Vital for Invoicing\n <\/div>\n<\/li>\n
                    • \n
                      \n
                      \n 4\n <\/div>\n<\/p><\/div>\n
                      \n
                      <\/div>\n<\/p><\/div>\n
                      \n Tasks Accomplished Report - recorded in Insightly and emailed to CEO\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

                      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 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