Have you ever assigned a task and then the deadline rolls around no one has completed it, because the person who was supposed to do it didn’t know it was their responsibility? Do you see duplicated work because multiple team members felt responsible for the same task?Īll of this can be avoided by making a clear “person” column insert your employee’s name next to their specific assignment and there will no longer be any confusion on who has to do what. Here you can specify what level of importance each assignment has whether high, medium, or low, your team will know what needs to be done sooner rather than later. Well your savior is here: The Priority Level Column. How many times have members of your team asked you this? More than you’d like? “Is this important? Can I do this after I finish the my other projects? I’m going out of town soon, what assignment should I focus on before I leave?” If there is an exact time that the project is due, include that in the date. This part is pretty simple make sure to include the month and day (ex: “April 4”) and possibly the year if you feel it’s needed. This is the most important column in your Excel spreadsheet because you and your team might make a fantastic product or finish an incredibly difficult project, but if miss the deadline for it, all of your work goes to waste. See also What To Do When Your Computer Crashes Step Three: Make A Due Date Column If the assignment has a specific name then you can use that like “The Green Case”, or if there isn’t a specific name just write a blurb that briefly explains what the task entails, such as “Fix The Car”. Just like the name of the spread sheet, the name of the assignment is best when kept simple. Setting up a column with specific assignments keeps everything organized and in one place. Think of the excel spreadsheet as your new and improved homework organizer, only now that you’re an adult you’re tech savvy: grown up work means a grown up organizational system. Remember back in school when you had homework organizers with specific places to write your assignments down? In the case of prioritizing, try using a title with the project name, and if there is a specific timeline, include that as well.Īn example might be “March Priorities” or “Increase Sales by 5% – March 2016″ Step Two: Make An Assignments Column Usually having a simple title is helpful. You may go for a Google Doc which can be shared with others on the web.Ĭome up with a title that captures what information they will find located in the spread sheet. Make an Excel spreadsheet that is available for all your team members to see. If you’re intent on managing your team priorities excel, here is a step-by-step guide to improve your efficiency! Managing Priorities in Excel in 5 Simple Stepsįind our step by step instructions on the most effective strategy for managing priorities in Excel, below. However, when managing tasks, projects or a group of people, it can be difficult to prioritize and stay organized communication through email, over the phone, or even in person can get lost in translation or even forgotten about.įrom task names, due dates, and details, Excel has it’s strengths and weaknesses. Managing Priorities in Excel is one of the most common ways individuals and teams stay on top of their workload.
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