Automating Everyday Tasks Template

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Reduce administrative workload and enhance productivity in the commercial real estate sector by automating everyday tasks. This template guides you through the process of identifying, researching, procuring, and implementing automation tools to streamline workflows.

By following this template, you can free up time for strategic tasks, ensure staff are well-trained on new tools, and continually monitor and refine the automation process for optimal results.

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Automating Everyday Tasks for Priority Matrix

Automating Everyday Tasks in Priority Matrix

Automate everyday tasks in commercial real estate to boost productivity and focus on strategic priorities.

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Proposed Tasks

High Impact, Urgent

  • Identify Automatable Tasks
    ☐ Identify tasks that consume a lot of time and can be automated ☐ classify tasks based on their frequency and the amount of time they consume
  • Implement Feedback on New Workflow
    ☐ Implement necessary changes based on feedback
  • Implement Tools for Further Automation
    ☐ Implement the procured tools for further automation
  • Research Automation Tools
    ☐ Research various automation tools suitable for the tasks identified ☐ compare their features, pricing, and benefits

High Impact, Not Urgent

  • Document the New Automated Workflow
    ☐ Document the new automated workflow for future reference
  • Plan for Further Automation
    ☐ Plan for further automation based on the evaluation results
  • Procure Automation Tools
    ☐ Procure the shortlisted automation tools
  • Procure Tools for Further Automation
    ☐ Procure tools for further automation based on the plan and budget
  • Shortlist Automation Tools
    ☐ Shortlist the most suitable automation tools based on research

Low Impact, Urgent

  • Budget for Further Automation
    ☐ Prepare a budget for further automation
  • Communicate the New Workflow to Stakeholders
    ☐ Communicate the new automated workflow to all relevant stakeholders
  • Implement Automation Tools
    ☐ Implement the procured automation tools
  • Train Staff on Further Automation Tools
    ☐ Train the staff on how to use the new automation tools effectively
  • Train Staff on Using Automation Tools
    ☐ Train the staff on how to use the automation tools effectively

Low Impact, Not Urgent

  • Evaluate Impact of Automation on Productivity
    ☐ Evaluate the impact of the automated workflow on productivity
  • Fine-tune Automation Process
    ☐ Fine-tune the automation process based on the monitoring results
  • Monitor Effectiveness of Automation Tools
    ☐ Monitor the effectiveness of the automation tools implemented
  • Monitor Effectiveness of Further Automation
    ☐ Monitor the effectiveness of the further automation implemented
  • Review and Close Project
    ☐ Review the overall project and close it
  • Review Feedback on New Workflow
    ☐ Review feedback from stakeholders on the new workflow