Whether you don a suit, landscape for a living, or work from home, in business there is always be a need for organization and structure. The lists in this category should help you keep everything in one place for handy reference: Financial Information, Client Information, Job Search, Travel, Inventory, Employee Info, Colleague Info, Online Auctions, and more.
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management
DAILY, WEEKLY, MONTHLY SCHEDULE – Use this page as a worksheet to plot out a regular schedule for the types of work you must do daily, weekly, and monthly.
DAILY, WEEKLY, MONTHLY TASKS – Regular tasks are sometimes tricky to remember. Jot them down here and always know what needs to be accomplished daily, weekly, and monthly.
WEEKLY PRIORITIES – Though there may be a hundred things on your to do list, some are simply more important than others.
BUSINESS JOURNAL - Use this page to record what you’ve done throughout the week. This will help you remember to repeat, increase, or rethink in future.
GOALS AND ACHIEVEMENTS – Ever feel like you’re tires are spinning but you’re not getting anywhere? Write down just what you want to push yourself to do during a week and then be sure to record your accomplishments.
CLIENT INFORMATION (A to Z) - Record the info that would be beneficial for you to know about each client. There is even a space to record his/her spouse’s name, how many children he/she has, or even that his/her favorite sport is squash.
TRIP QUICK LIST – Keep all details of a business trip in 1 place (flight, rental car, hotel, contact names, etc)
INVENTORY COMPARISON SHOPPING – Record location and price from up to 3 distributors or stores for each item of business.
new! SUPPLY COMPARISON SHOPPING – In small business, expenses can range widely depending on many factors. This page makes a great place to collect valuable information on pricing and quantity.
EMPLOYEE QUICK LIST – Keep track of employees and contact information for quick reference.
COLLEAGUE QUICK LIST – Keep track of colleagues and contact information for quick reference.
ONLINE AUCTION LISTINGS (Buy) – A Wish List for items you’d like to purchase through an online auction website.
ONLINE AUCTION LISTINGS (Sell) – Use this page to help you get your items for sale on an online auction. Instead of scratching information about your lots on a piece of scratch paper, use this form and put it in a binder for your records.
WEBSITE CONTENTS - Whether creating a new site or inventorying an existing site, this page can help see it all laid before you.
STEP-BY-STEP INSTRUCTIONS – When in training, sometimes you need to lay it out step-by-step. This page allows you to do so.
TIMESHEET - Keep track of your employee or freelancer’s hours worked on a project with this handy sheet.
TIMESHEET (weekly) – Keep track of your employee or freelancer’s hours worked in a week’s time with this handy sheet.
social networking
new! SOCIAL MEDIA PLANNER – Plan your social media campaigns with this useful planning page.
new! SOCIAL MEDIA TRACKER- Track your interactions and campaigns to gauge your successes.
SOCIAL MEDIA RULE OF 5 – Keep track of your goals and experiences using social media. Use this page as a guide to help you accomplish those networking goals.
SOCIAL NETWORKING LOG – Social networks should be a vital part of promoting your business. They also make offer tremendous support. Use this page to help stay focused on the task at hand.
marketing
EDITORIAL CALENDAR (overview) - Plan out a year’s worth of material with this full-page editorial calendar. Have all of your topics and materials available at a glance.
EDITORIAL CALENDAR (jan – jun) - Add more details to your editorial calendar on this page. Use this page to work out your materials for the first half of the year.
EDITORIAL CALENDAR (jul – dec) - Add more details to your editorial calendar on this page. Use this page to work out your materials for the second half of the year.
A MONTH OF BLOG TOPICS - Plot out a month’s worth of blog topics on one page. Coordinate posts with holidays, current events, and vacations.
BLOG POST PLANNER - Use this page to jot notes about future postings. Take it anywhere with you and then post it to your blog when you get the chance.
NEWSLETTER LINEUP – Keeping track of your ideas for upcoming newsletters with this will help simplify the process. List themes, jot details, plan for days, weeks, or months to come.
NEWSLETTER PLANNER – It is usually easier to see a newsletter laid out before you begin to create the final copy. Use this page as a preliminary worksheet.
NEWSLETTER SIGNUP – Bring this page with you when you do a show of your products. Guests can signup on the spot to receive any future newsletter mailings.
GIFT CERTIFICATE TRACKER – If you have a gift certificate for your business or company and you need to keep track of what you give out, just fill in the code and the information you want to include and email or print to distribute to customers.
PROMOTION TRACKER – Keep track of every place your business gets some attention. Remember who you have contacted for a review or to do an article.
ADVERTISING TRACKER – Be sure to keep a record of every place that you use paid or free advertising. In the long run, it will help you decide where to concentrate your efforts.
TRADE SHOW PLANNER - If a trade, craft, or women’s show is in the future, be sure to use this page to help you to create a schedule/to do list to get it all done.
new! CONFERENCE BUDGET – Conferences can be beneficial in many ways, but they are also costly. Calculate how much it will take to attend a conference.
new! CONFERENCE PREPARATION LIST – Use this page to gather the facts about the conference into one location.
new! CONFERENCE PACKING LIST – Not sure what to bring? This list will help guide you.
new! CONFERENCE QUICK LIST – Keep all of your most important details available in one handy sheet.
new! CONFERENCE SCHEDULE – Though there may be multiple workshops or sessions at the same time, you can only be in one place at one time. List your own preferences here.
new! NETWORKING NOTES – Can’t remember who said what or which person gave you that great idea for a partnership? This is the place to record the details (and even staple the business cards) of the people that you connected with at an event.
finance
BUDGET WORKSHEET – Use this page to work out a budget for your business. Create one monthly, quarterly, or yearly and then use it to stay on track with your business’ finances and growth.
new! EXPENSES WORKSHEET – Know just how much your business is spending each and every month. Use this page to work out your expenses.
new! GENERAL BUSINESS (DEDUCTIONS) – A great place to jot your totals to help you complete your taxes. Make a great record from year to year as well.
HOME OFFICE EXPENSE WORKSHEET – Got a home office? This page will help you quickly figure out your home office deduction.
MILEAGE LOG – Be prepared at tax time with a record of deductible driving miles for your business. Keep one in the car and one in your business binder!
PAYPAL REPORT – For those who are paid by Paypal, keep track on this page of your monthly sales and fees and track your business’ trends and growth.
INCOME FUNDS
INTEREST
SALES
BLANK
EXPENSE FUNDS
ADVERTISING
COMMISSION/FEES
EQUIPMENT RENTAL
INTEREST
LEGAL/PROFESSIONAL
MEALS 50%
MEALS 100%
OFFICE
PROPERTY RENTAL
REPAIRS/MAINTENANCE
SUPPLIES
TAXES/LICENSES
TRAVEL
UTILITIES
WAGES
BLANK
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