Daily
I usually have client calls, sales calls, etc… that interrupt this flow but this is my mental chart every day;
- I read through every email in my inbox before I reply. Looking for anything urgent that takes priority.
- Return emails starting with the oldest.
- This usually draws me into Teamwork where I reply to comments. I’m posting answers to staffs technical questions, screenshots, whatever.
- Then I check over everyone’s completed tasks, one at a time, to make sure they were done correctly before I delete the task from my inbox. Here is a video showing what auditing staff’s work looks like.
- Then I create new tasks and start to assign them to the right people.
- Then I look over all the total tasks again and the clients website to see if there is anything I over looked.
- Then I start completing actual tasks of my own. I usually only have 2-3 hours to do this each day.
- Then 5/6PM hits and I realized I have 147 more hours of work. So I look over staff’s completed tasks from the day and assign new tasks for the next day or give night-shift staff things they need to do their tasks. Debrief with Leland so he’s prepped to manage staff adequately through the night.
- I look at recorded time to make sure no one has recorded unjustifiably.
- I drink scotch and call it a day. (jk about the Scotch)
Weekly
- I look over time in Toggl to make sure we’re on budget for client projects. If we’re not, I stack up staff’s time to try and finish that project so we can make it billable by Monday morning when I’m sending you my invoices.
- I prepare to submit invoices to you (I don’t charge you for this of course).
- I post updates in the project statuses.
Per Project
- Write Estimates
- Convert Estimates to Task List and Assign.
