For a long time now I’ve used a series of Excel worksheets to provide a template schedule to organise my day and a place to record any tasks that need completing for the days ahead. The overnight they system received a big overhaul, which is the topic of this post.
Whilst utilising the spreadsheet system I’ve identified two problems with how I’ve been using it. Firstly I would populate so many tasks on the Tasks worksheet that it left me needing to utilise a variety of colour codes and highlights to identify what actually needed to get done that done, and what was merely there to fill any spare time I may find myself with. The second problem was that I became so focussed on this are of the overall system that I would neglect my Schedule work sheet, and would feel like I had finished for the day just because my tasks under the Tasks sheet where complete, or worse reordered onto another day.
Improvements were needed to make this system more beneficial. The first step was to separate important tasks that sooner or later needed to be completed from the additional tasks, that were mostly there to fill in during times of boredom and to encourage me to be more productive with my time. The result was a two sets of columns side by side, with the left hand column featuring a deadline column to record the final day the task had to be completed by. In addition I established another worksheet to serve solely as a reminder of what tasks needed to be completed the day, or the day ahead. You can see an example of this improved worksheet bellow.
Next came a new addition to the workbook in the form of an Upcoming Events worksheet. This was simply an idea to help me keep track of the various meetings, appointments and other commitments that I’ve been made aware of or signed up for, which can be quite tricky to keep track of in this day in age, with events posted on Facebook, meetings being arranged via e-mail and traditional appointments being made over the phone, etc. I really needed a place where I could record all of them down and see clearly if there were any conflicts and know ahead of time when I’m free or unavailable, I hope this solution solves that problem.
The final addition was a Budget worksheet, up until now I’ve simply jotted expenses down on a Word document, but having the figures adjusted for me as I had or deduct expenses is a real benefit and will hopefully aid me in keeping track of my expenditure. I’m already planning a couple of extra additional worksheets, so a menu system is definitely going to be required to avoid this whole thing feeling over complicated. Ideally each morning I’ll than be able to load up the workbook and be presented with an intuitive menu system that allows me to quickly delve into the areas of the system that I need to check for that particular day. I will upload copies of the individual blank worksheets and the complete workbook to the Downloads area of this website.



