Do you need help setting up a monthly review for those miscellaneous tasks?

Looking for a more efficient way to take care of these issues instead of working on them piecemeal?

Chances are, you have a handful of administrative tasks that need to be taken care of on a monthly basis.

You know, there’s bills to be paid, reports to be run, files to be filed, or analytics to be checked.

It’s the same old, same old.

It’s no surprise you have to complete these tasks each month.

Yet for some reason it seems as if they take absolutely forever to finish.

Wouldn’t it be great to quickly deal with these administrative items, so you can get on with the rest of your work?

In this post, you’ll find some tips to help you save a chunk of time each and every month.

Make a list of monthly Review tasks. 

First things first, you’ll want to draw up a master list of monthly tasks.

These could be items that need to be completed at the beginning of every month, or anywhere else in between.

Thoroughly review your calendar, emails, project schedules, assignment notes, or any other relevant documents for clues on what to include in your list.

Quickly jot down your tasks into a running list. There’s no need to organize items just yet.

If you find a task that seems relatively simple or appears to be a total no-brainer, go ahead and write it down anyway.

The idea here is to capture all your regularly occurring tasks in one reference document so you can refer to it in future.

Group similar tasks together.

Now that you’ve created your list, it’s time to organize everything.

Which tasks naturally go together? Which tasks should be grouped with one another for ease and convenience?   

You might have several computer-based tasks that go together well, such as defragmenting your computer, deleting old emails, or backing up your files.

Perhaps you have a series of financial-based tasks that need some attention, such as checking statements, balancing your checkbook, reviewing bills, or downloading financial reports.

Take a look at your list and start rearranging your tasks as needed. Feel free to experiment with different combinations and permutations.

Finalize the list.

The next thing you’ll want to do is to set your list aside for a day or so.

What’s the reason for this? Well, you want to make sure you didn’t miss anything!

Coming back to your list in a few days’ time will let you view things with fresh eyes.

At this point, you’ll want to double-check your list.

Is there anything missing? Are items incomplete? Do you want to make some changes?

Make any necessary adjustments.

Finally, you’ll want to save a master copy of your list on your computer.

You can also print out a copy and store or save the printout in an obvious and safe place. 

Save tasks in your work calendar.

Here’s where the rubber hits the road. Open your calendar for next month and schedule a block of time for you to complete the tasks on your list.

You could write a calendar entry such as, “Monthly administration” or “Monthly administrative tasks.”

Feel free to use whatever calendar entry title you’d like. Just make sure your entry makes sense to you!

If you use an electronic calendar, set a recurring appointment for yourself every month.

If you use a paper calendar, take a few moments to schedule your monthly appointments for the rest of the calendar year.

To ensure your new habit carries over to the new year, schedule time in December to enter in your monthly calendar entries.

How about you? Do you consolidate disparate tasks on a regular basis? Will you give this monthly task review a try? Join the conversation and leave a comment below!