We’ve talked about this on the blog before… as a small business owner, our time is PRECIOUS! As a small business owner who also works a full-time day job, my time is extra precious!! I realized very early on that I needed to not only be organized in my notes & client to-dos, but I also needed to be organized in my workflow.

I wanted to be able to look at ALL my clients, in one organized format. I wanted to see who still needed a timeline draft, who I needed to book a venue visit with & who I needed to mail a “thank you” out to… at one time! Luckily, I have an amazing Mama who’s pretty savvy in Excel (I wish I was!).

She created 3 different workflow charts for me – Wedding Weekend, Partial Planning + Design and Full Planning + Design. So, for example, I am able to list all of my clients who have booked my Partial Planning + Design package, and check off things as they get done.

I wanted ONE workflow chart for every package (so THREE total). I didn’t want to have one for each client… I wanted to see ALL my clients on one page.

I left blanks on Wedding Weekend & Partial Planning + Design, since those packages tend to be customized a lot. This way I can add things to the workflow list, without having to re-print it every time.

(Right now, I have 2014 AND 2015 brides on the same workflow. I’m playing trial-and-error to see if I like it like this, or if I want one workflow chart per package per year. Currently, I like the idea of having 3 Workflow Sheets with years combined, instead of having 6 total with each year having their own. But I’ll have to do another post in a few months if I change my mind!)

I have these three-hole-punched in my DSE binder. I frequently check to make sure I am updating them as I move along in planning process, and it’s been really helpful!! Now I have one place to look to see what’s next for every bride vs. digging through mounds of paper trying to figure out who-still-needs-what!

Business owners, how do you manage your workflow? Do you have a chart similar to this?

xo! kat