Work-Planning Tool

Work-Planning Tool

Assess when you can take on new projects.

Assess when you can take on new projects.

When you’re asked to take on a new project, how do you know if you have the time to manage it well? Now you can use my Work-Planning Tool to determine whether or not you have enough time for the new project.

Decisions made using this systematic approach are easy to analyze and difficult to argue against.

  • Use the Work-Planning Tool to determine whether you can take on new projects.
  • Use the Work-Planning Tool with your employees to determine how much workload they can handle.
  • Use the Work-Planning Tool to plan the best times to take on more work.

How to Use the Work-Planning Tool

  1. Add your current projects and responsibilities to the Work-Planning Tool.
  2. Enter the first Saturday date for your planning time in cell A2 and the date column will populate automatically.
  3. Customize the generic column headings to reflect your activities.
  4. Enter time durations for each activity in percentages of hours. For example, to account for 45 minutes each day for employee support, use 0.75 hours.
  5. Keep an eye on the “Daily Total” column to see where you have additional capacity or whether you need to reallocate projects and daily responsibilities.
  6. Use the “What If” column to see when your current projects are ending and then select the best time to commit to the next project

 

For more information on the Work-Planning Tool, visit my blog post, “A Work-Planning Tool for Better Time Management.”

Download the Work-Planning Tool