best year ever - spend your days examples

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Best Year Ever - Spend Your Days Examples

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  • Page 1 of 3

    Total projected revenue for this year: $78,000Revenue per day: $329.11Time off: 128Time in: 216Time on: 27Days left to spend: -6

    ACTIVITY COMMENTSTime Off Time In Time On Total Value Balance

    Beginning Balance 365 N/A 365

    Weekends Every Saturday and Sunday 104 0 0 104 N/A 261Holidays New Years Day (1/1/2016) 1 0 0 1 N/A 260

    Good Friday (4/28/2016) 0 0 0 0 N/A 260Memorial Day (5/30/2016) 1 0 0 1 N/A 259Independence Day (7/4/2016) 1 0 0 1 N/A 258Labor Day (9/5/2016) 1 0 0 1 N/A 257Thanksgiving (11/24-25/2016) 2 0 0 2 N/A 255Christmas (12/23-25/2016) 2 0 0 2 N/A 253New Years Eve (1/31/2016) 1 0 0 1 N/A 252

    Vacations Spring Vacation 0 0 0 0 N/A 252Summer Vacation 0 0 0 0 N/A 252Fall Vacation 10 0 0 10 N/A 242 I always try to take my vacation days in one lump sum.Miscellaneous Free Days 5 0 0 5 N/A 237

    Serving Clients Client Meetings 0 24 0 24 $7,899 213 We have a large roster. I meet regularly with several each month.Site Visits 0 78 0 78 $25,671 135 Main driver. Out a couple days a week in spring, summer. Half day.Writing Reports 0 78 0 78 $25,671 57 It usually takes me half the day to write up the report and get it filed.

    Marketing Trade Shows 0 12 0 12 $3,949 45 This doesn't take long, but it's a big driver for business.New Client Meetings 0 24 0 24 $7,899 21 Following up on leads from the shows.

    0 0 0 0 $0 210 0 0 0 $0 210 0 0 0 $0 210 0 0 0 $0 210 0 0 0 $0 210 0 0 0 $0 210 0 0 0 $0 21

    Reports Expense Reports 0 0 9 9 $2,962 12 Tedious, but there's a lot to process from client service.Progress Reports 0 0 6 6 $1,975 6 Prepare these weekly to keep my boss current on clients.

    Meetings One-on-Ones 0 0 12 12 $3,949 -6 Already doing Progress Reports. Duplicating efforts. Need to cancel.0 0 0 0 $0 -60 0 0 0 $0 -60 0 0 0 $0 -60 0 0 0 $0 -60 0 0 0 $0 -60 0 0 0 $0 -60 0 0 0 $0 -60 0 0 0 $0 -60 0 0 0 $0 -6

    Ending Balance 128 216 27 371 -6

    Notes:

    1. Time Off is pretty self-explanatory. It refers to time you take off for your business. This includes weekends, holidays, vacations, etc.

    2. Time In refers to time you spend in the business doing what your job description requires. This includes the day-to-day activities of your role.

    Tim

    e Of

    f1Ti

    me

    In2

    Tim

    e On

    3

    3. Time On is the real game-changer. This refers to time you spend working on the business. This includes time you spend creating new business models, documenting workflows, cleaning up messes, or developing new capabilities.

    W O R K S H E E TSPEND YOUR DAYS ON PAPER

    Peter2016 Calendar Year

    TYPE OF DAY CALCULATIONS

  • Page 2 of 3

    Total projected revenue for this year: $149,000Revenue per day: $639.48Time off: 132Time in: 154Time on: 82Days left to spend: -3

    ACTIVITY COMMENTSTime Off Time In Time On Total Value Balance

    Beginning Balance 365 N/A 365

    Weekends Every Saturday and Sunday 104 0 0 104 N/A 261 End up working at least a few hours every weekend. Need to stop.Holidays New Years Day (1/1/2016) 1 0 0 1 N/A 260

    Good Friday (4/28/2016) 1 0 0 1 N/A 259Memorial Day (5/30/2016) 1 0 0 1 N/A 258Independence Day (7/4/2016) 1 0 0 1 N/A 257Labor Day (9/5/2016) 1 0 0 1 N/A 256Thanksgiving (11/24-25/2016) 3 0 0 3 N/A 253 I take Wed., Thurs., and Fri. Wed. comes off my PTO.Christmas (12/24-25/2016) 6 0 0 6 N/A 247 Taking Xmas through the year end. Work covers two days, rest is PTO.New Years Eve (12/31/2016) 1 0 0 1 N/A 246

    Vacations Spring Vacation 5 0 0 5 N/A 241 Home with the kids for spring break.Summer Vacation 0 0 0 0 N/A 241 Love to start taking a few days around July 4 next year.Fall Vacation 5 0 0 5 N/A 236 At the beach for Fall break.Miscellaneous Free Days 3 0 0 3 N/A 233 Hope I don't need any more than this for the year. No more PTO left.

    Serving Existing Clients Quarterly Client Meetings 0 38 0 38 $24,300 195 Three per day. I'll have to buy back some time to meet my new client goal.Market Research 0 15 0 15 $9,592 180 This probably averages out to an hour a day.Analysis and Report Prep 0 76 0 76 $48,601 104 I'd love to automate some of this.

    New Client Acquisition Prospecting and Followup 0 25 0 25 $15,987 79 If I could free up time in analysis and report prep, I could use it here.0 0 0 0 $0 790 0 0 0 $0 790 0 0 0 $0 790 0 0 0 $0 790 0 0 0 $0 790 0 0 0 $0 790 0 0 0 $0 790 0 0 0 $0 79

    Meetings Weekly Planning 0 0 4 4 $2,558 75 Lumping personal planning time and EA one-on-one.Hiring 0 0 3 3 $1,918 72 Hiring a new analyst and sales person: reviewing apps, interviews, etc.Internal 0 0 48 48 $30,695 24 Trying this year to lump all major internal meetings into one day per week.

    Financials Review Monthly Fiancials 0 0 6 6 $3,837 18 Takes about half a day.Compile Reports 0 0 6 6 $3,837 12 Takes about half a day.

    Strategy Exec planning retreat 0 0 2 2 $1,279 10 Could expand to three days next year.Professional development Industry conferences 0 0 4 4 $2,558 6 Cutting back my time ot the two big events and leaving early.

    Speaking 0 0 1 1 $639 5 Want to grow this next year.Webinars 0 0 2 2 $1,279 3 Helpful.Influencer coffees/lunches 0 0 6 6 $3,837 -3 Try to squeeze in two to three meetings a month.

    0 0 0 0 $0 -30 0 0 0 $0 -3

    Ending Balance 132 154 82 368 -3

    Notes:

    1. Time Off is pretty self-explanatory. It refers to time you take off for your business. This includes weekends, holidays, vacations, etc.

    2. Time In refers to time you spend in the business doing what your job description requires. This includes the day-to-day activities of your role.

    Tim

    e Of

    f1Ti

    me

    In2

    Tim

    e On

    3

    3. Time On is the real game-changer. This refers to time you spend working on the business. This includes time you spend creating new business models, documenting workflows, cleaning up messes, or developing new capabilities.

    W O R K S H E E TSPEND YOUR DAYS ON PAPER

    Paul2016 Calendar Year

    TYPE OF DAY CALCULATIONS

  • Page 3 of 3

    Total projected revenue for this year: $225,000Revenue per day: $974.03Time off: 134Time in: 102Time on: 139Days left to spend: -10

    ACTIVITY COMMENTSTime Off Time In Time On Total Value Balance

    Beginning Balance 365 N/A 365

    Weekends Every Saturday and Sunday 104 0 0 104 N/A 261 Trying to hold the line on this one.Holidays New Years Day (1/1/2016) 1 0 0 1 N/A 260

    Good Friday (4/28/2016) 1 0 0 1 N/A 259Memorial Day (5/30/2016) 1 0 0 1 N/A 258Independence Day (7/4/2016) 1 0 0 1 N/A 257Labor Day (9/5/2016) 1 0 0 1 N/A 256Thanksgiving (11/24-25/2016) 2 0 0 2 N/A 254Christmas (12/23-25/2016) 5 0 0 5 N/A 249New Years Eve (1/31/2016) 1 0 0 1 N/A 248

    Vacations Spring Vacation 4 0 0 4 N/A 244 Taking kids to CA to visit grandparents for Spring break.Summer Vacation 4 0 0 4 N/A 240 We'll get a few days in mountains as soon as school's out.Fall Vacation 4 0 0 4 N/A 236 Back to the cabin!Miscellaneous Free Days 5 0 0 5 N/A 231 Hold for kid sick days.

    Products Design and Development 0 18 0 18 $17,532 213 I'm going to work on the upgrades we've been planning since last fall.Launches 0 22 0 22 $21,429 191 Desperately need to get this templated so we can cut this time down.

    Meetings Investors 0 24 0 24 $23,377 167 Allowing a day for travel.Top Clients 0 12 0 12 $11,688 155 Hand holding. Need to ensure eveyrone still on board with upgrades.New Acquisitions 0 10 0 10 $9,740 145 Biggest chance for growth this year.

    Industry Events Speaking 0 12 0 12 $11,688 133 So far this has produced major PR. Good for prospective clients.Nonprofit board 0 4 0 4 $3,896 129 Seemed like a good idea last year. Too draining and distracting now.

    0 0 0 0 $0 1290 0 0 0 $0 1290 0 0 0 $0 1290 0 0 0 $0 1290 0 0 0 $0 129

    Meetings Monthly and Quarterly Board 0 0 20 20 $19,481 109 We can't run the business if we're always meeting about it.Monthly Business Reviews 0 0 24 24 $23,377 85 A day for prep and another for the meetings.Weekly Financial Reviews 0 0 26 26 $25,325 59 Running half a day right now. Like to get it down to an hour.Legal 0 0 12 12 $11,688 47 Just to be on the safe side.Team meetings 0 0 26 26 $25,325 21 Trying to lump all of these into Fridays. So far, so good.Direct reports 0 0 26 26 $25,325 -5 Trying to lump all of these into Fridays. So far, so good.

    Strategy Annual strategic retreat 0 0 3 3 $2,922 -8 It's long but essential.Quarterly reviews 0 0 2 2 $1,948 -10 These are half days right now.

    0 0 0 0 $0 -100 0 0 0 $0 -100 0 0 0 $0 -100 0 0 0 $0 -10

    Ending Balance 134 102 139 375 -10

    Notes:

    1. Time Off is pretty self-explanatory. It refers to time you take off for your business. This includes weekends, holidays, vacations, etc.

    2. Time In refers to time you spend in the business doing what your job description requires. This includes the day-to-day activities of your role.

    Tim

    e Of

    f1Ti

    me

    In2

    Tim

    e On

    3

    3. Time On is the real game-changer. This refers to time you spend working on the business. This includes time you spend creating new business models, documenting workflows, cleaning up messes, or developing new capabilities.

    W O R K S H E E TSPEND YOUR DAYS ON PAPER

    Mary2016 Calendar Year

    TYPE OF DAY CALCULATIONS