Create master business calendar for this and future years.

January

Identify needs, determine requirements, and evaluate options.

Revamp paper file systems for client & client's assistant

February

Gather / organize personal financial records. Create household budget & recordkeeping system

Paperflow management training

March

Organize home office, check ergonomics & workflow efficiency

Computer file clean-up: archive, rename files, categorize, and back-up

April

Project: Organize new home build

Outlook training

May

Create systems for wardrobe, kitchen, and children's rooms

(Focus on home)

June

Prep home for upcoming move

Evaluate general office systems & processes

July

Move in, in an organized fashion

Refine systems, and create templates and checklists for all processes

August

Settle into new home

Review & document new systems. Evaluate employees.

September

Evaluate family/children's processes & systems, (back to school time)

(Focus on home)

October

Review and tweak all systems

Move office to new location

November

Maintenance coaching

Final wrap-up. convert calendar for new year, and complete regular year end tasks

December

Personal financial record year-end closure for taxes & archive