Job Checklist/Report
By: Jan BolickThis tool is described in “The Joy of Independence”, featured in “Business Class” Volume 7 Issue 8
Office Manager – Daily List/Report Date ______________________
_____ Update message board
_____ Make morning rounds to lobby, kitchen, copier room and restroom. Re-stock supplies as needed before 9:00
_____ Pick up mail from post office by 10:00
_____ Distribute mail to all departments by noon
_____ Update office calendar
_____ Answer phone/take messages. Return client calls within four business hours.
_____ Make afternoon rounds to lobby, kitchen, copier room and restroom. Re-stock supplies as needed before 2:00
_____ Check blog coments
_____ Make website changes
Update client notes for: Send follow up (within 24 hrs/ Questions/Comments
_____ ____________________________ ______ ____________________________________
_____ ___________________________ ______ ____________________________________
_____ ___________________________ ______ _____________________________________
_____Pull files for tomorrow’s client meeting
_____ Back up computer files
_____ Take mail to mailbox before leaving each day
Friday only
_____ Water plants
_____ Turn in payroll details
Current special projects Status
Shop for copier
Shop for payroll service
Questions for You, The Manager:
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[...] So we came up with a checklist which gave her the information she needed to operate more independently – so that we both could operate more efficiently. At the end of each day, her checklist became a daily report, giving me updates on various projects and listing information she needed from me. The next morning, she got her answers, either in writing or during a brief discussion. Sample. [...]