If you would like a prompter – here are some things that you could do to help you stay under control:

Finance.

• Update all jobbing statuses

• Reconcile your bank statement

• Timesheets & Payroll

• Update your Work In Progress

• Draft and send all invoices from last week

• Look at staff timesheet reports

• Is there any extra invoicing you need to do (do your numbers match KPI's)

Operations

• Plan your week and what needs doing

• Admin and scheduling meeting with key staff

• Update all variations on Work In Progress

• Ordering - Order all materials necessary

• Check in on project managers and timelines for current jobs

• Staff training and activities

• Weekly stock management

• Check your returns and credits

• Check in with Subbies and give updates

Sales

• Do Marketing

• Quotes up to date

• Site visits necessary

• Sales calls

• Follow up on active quotes

• Update all variations

Management

• Carry out weekly plan

• Learn something

• Check roles and routines

• Do your strategic and development activities.

If you would like a prompter – here are some things that you could do to help you stay under control:

Finance.

• Update all jobbing statuses

• Finish your monthly invoicing

• Reconcile your bank statement

• Close off your accounts

• Check & load your wholesaler statements (Accounts payable)

• Update your Work In Progress

• Run your reports (Profit & Loss, Income by Contact, Labour, Aged Receivables, Aged Payables)

• Look at your business performance - KPI’s & Benchmarks

• Is there any extra invoicing you need to do (do your numbers match KPI's)

Operations

• Plan your month and what needs doing

• Book in meetings with key customers to discuss load

• Update all variations on Work In Progress

• Schedule your next 2-3 months

• Check in on your key customers

• Run your staff performance and staff satisfaction

• Check your stock levels (vehicles, jobs and store)

• Check your returns and credits

• Give positive feedback to staff where valuable

• Where necessary give critical feedback to staff

• Check in on your staff welfare and engagement

• Plan training

• Check in with Suppliers - give updates

• Check in with Subbies and give updates

Sales

• Plan marketing

• Load all works you have had accepted (guestimate where necessary)

• Review Sold workload vs staff capacity for next 8 3 months

• Plan sales

• Take a key customer to lunch

• Check in on your customer satisfaction

ratings

Management

• Work on your business plan

• Learn something

• Check roles and routines

• Book in time on your strategic and development activities.

• Review your Business culture - what do you as a leader need to do?