Daily/Weekly/Monthly Tasks to Keep Your Business Running Smoothly
Daily Operations
- Check & respond to communications:
- Emails
- Phone calls
- Customer inquiries (social media, website chats)
- Review & update schedules:
- Employee shifts (if applicable)
- Meetings/appointments
- Deliveries/orders
- Monitor cash flow:
- Record daily sales/expenses
- Recognize bank transactions (if using accounting software)
- Inventory management (if applicable):
- Track stock levels
- Reorder low-stock items
- Customer service follow-ups:
- Address complaints/feedback
- Thank repeat customers
Weekly Operations
- Team check-ins:
- Quick staff meeting (goals, challenges, updates)
- Review productivity metrics (sales, tasks completed)
- Marketing & outreach:
- Post on social media (schedule content if possible)
- Send newsletters/email campaigns (if applicable)
- Financial review:
- Track weekly revenue vs. expenses
- Pay pending invoices/vendors
- Clean & organize workspace:
- Physical office/store
- Digital files (cloud storage, emails)
Monthly Operations
- Financial deep dive:
- Review P&L (Profit & Loss) statement
- Payroll processing (if applicable)
- Tax obligations (set aside funds)
- Inventory audit (if applicable):
- Physical count vs. records
- Identify slow-moving items for discounts/promotions
- Equipment & tools maintenance:
- Tech (computers, POS systems)
- Machinery/vehicles (if applicable)
- Employee performance & satisfaction:
- One-on-one feedback sessions
- Training/upskilling opportunities
- Review & update SOPs (Standard Operating Procedures):
- Document processes for consistency
- Train new hires on protocols
Quarterly/Half-Yearly Tasks
- Business performance review:
- Compare results to goals (KPIs: revenue, customer growth)
- Adjust strategies if needed
- Customer feedback analysis:
- Surveys/reviews
- Identify trends (complaints, praises)
- Software/tools evaluation:
- Are current tools meeting needs?
- Cancel unused subscriptions
- Legal & compliance check:
- Renew licenses/permits
- Update contracts/terms of service
Annual Operations
- Year-end financial close:
- Finalize books (accountant review)
- Prepare tax documents (1099s, W-2s)
- Goal-setting for next year:
- Revenue targets
- Expansion plans (new products, markets)
- Team appreciation & planning:
- Bonuses/rewards
- Training budget for next year
- Backup & security audit:
- Data backup (cloud/hard drive)
- Cybersecurity check (passwords, antivirus)
Bonus: Productivity Tips
- Automate repetitive tasks: Use tools like Zapier, QuickBooks, or CRM software.
- Delegate wisely: Outsource tasks (accounting, marketing) if overwhelmed.
- Time-blocking: Allocate specific hours for emails, meetings, deep work.