Course Video 6 - Project and Activity Tracking Tools

Better and Easier Strategic Planning for Small-Business Owners and Solo Entrepreneurs Course Video 6 - Project Management and To-Do Lists - Tracking Is Critical
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Now that you've got a master plan, you need somewhere to track all the particular activities and tasks; assign deadlines and resources, and identify milestone (and deliverables); monitor budgets; mark progress and completion, and celebrate your accomplishments. Check out these spreadsheet examples of how you can track and monitor your work and long-term goals to completion.

Transcript

So this brings us to the final video for better and easier strategic planning for small business owners and solo entrepreneurs. I hope that you found the information presented in this course very helpful to helping you to plan your strategic your strategy for your way forward and to better business growth, development, productivity and success. But you know, now that you have your strategic planning exercise done, it's time to take all those ideas that you've generated onto paper and present them in a way or actually carry them out. No plan is of any use unless you can carry out your activities, and with the help of some useful and dependable tracking mechanisms and support tools. So with that, we're going to have a look at two, two templates in particular that I discovered and found very helpful for my own work. In business, and I hope you will too.

I'll go over them very quickly. So that you can see you know, how you can plug in your data and how they'd be useful to helping you move forward and your own activities and projects. So with no further ado, without further ado, rather, let's have a quick look at those right now. So this is your project tracking template, I think you'll find all the help you need in here to stay on top of your projects. You can monitor the status, you've got a status column, you know, whether it's completed, approved or other things. You've got the date that it was assigned, you can assign this a priority.

Then you have the project slash task column task column, where you identify the overall project or like activity and any smaller tasks that will be needed, needed to accomplish the overall goal that fit inside of that. You've got deliverables. So for instance, if you've got a document, do if you've got some kind of whatever Isn't You Won't you expect your staff to deliver, then you know, you can identify it there, you've got a deadline column, you can monitor the percentage of completion of your task as well, as of course, you can oversee costs. So now we're moving on to the to do list. As you can see, you've got, again, you've got a column for your project and task and your status, you can it's a drop down list, and you can manipulate those particular lists as well. Then you've got your priorities and in the pic column, if you hover over that a little while, you're going to get a drop down that kind of shows the criteria for assigning easy, low, high, etc.

Again, you've got your due date column, and who is responsible for completing that task and any notes on the task. So that should be very helpful indeed. So I hope you I hope you did find those two templates, you know, of use for my own purposes. Those Were the ones that I chose. There are many out on the market. A simple Google search actually or internet search will help you uncover a vast list of many types of project management and to do list tools that can help you with with your activities and projects.

The two that I'm referring to today, actually, there are links provided in the overall guide for this course. So you can go to them and download them, they come in the form of an Excel spreadsheet, they're very easily used and manipulable. So and if you have any questions or issues with regards to the strategic planning exercise itself, I invite you to reach out to me My contact information is also available in the guide. And I'm happy to help you to work things out if you run into any problems or things are not clear enough to you. So with that, I have enjoyed delivering this course and look forward to future opportunities to deliver other courses to you Thank you for your interest and wish you the best of luck in your business aspirations and goals. And hope to see you again soon.

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