Automation of Repetitive Tasks Template

Automation of Repetitive Tasks in Priority Matrix

Automate repetitive tasks to save time and boost productivity in real estate and consulting.

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Proposed Tasks

High Impact, Immediate

• Celebrate Success
  ☐ Celebrate the success of the automation project ☐ Recognize the efforts of the team
• Continuous Improvement
  ☐ Implement a culture of continuous improvement ☐ Encourage staff to suggest improvements
• Identify New Tasks for Automation
  ☐ Identify new tasks that can be automated ☐ Implement automation for these tasks
• Identify Repetitive Tasks
  ☐ Identify all repetitive tasks that can be automated ☐ List down all tasks that are repetitive and time-consuming ☐ Identify tasks that require minimal decision-making
• Re-train Staff on Using Updated Tools
  ☐ Re-train staff on using the updated automation tools ☐ Ensure they are comfortable using them
• Test Automation Tools
  ☐ Test the identified automation tools on a small scale to check their efficiency ☐ Ensure they are user-friendly and easy to use
• Train Staff on Using Automation Tools
  ☐ Train the staff on how to use the automation tools ☐ Ensure they are comfortable using them

High Impact, Long Term

• Implement Automation Tools
  ☐ Implement the selected automation tools on a full scale ☐ Monitor the implementation process to ensure it runs smoothly
• Monitor Progress
  ☐ Monitor the progress of the automation process ☐ Make necessary adjustments if needed
• Monitor Progress of New Tasks
  ☐ Monitor the progress of the new tasks that have been automated ☐ Make necessary adjustments if needed
• Research Automation Tools
  ☐ Research and identify automation tools that can be used for task automation ☐ Ensure the tools are compatible with the company's current systems
• Update Automation Tools
  ☐ Update automation tools to accommodate new tasks ☐ Ensure they are functioning properly

Low Impact, Immediate

• Evaluate Impact
  ☐ Evaluate the impact of automation on productivity ☐ Identify areas of improvement
• Evaluate Impact of New Tasks
  ☐ Evaluate the impact of automating new tasks on productivity ☐ Identify areas of improvement
• Maintain Automation Tools
  ☐ Maintain the automation tools to ensure they function properly ☐ Update them regularly
• Maintain Updated Automation Tools
  ☐ Maintain the updated automation tools to ensure they function properly ☐ Update them regularly

Low Impact, Long Term

• Refine Process
  ☐ Refine the automation process based on the evaluation ☐ Implement improvements
• Refine Process for New Tasks
  ☐ Refine the automation process for new tasks based on the evaluation ☐ Implement improvements
• Review Process
  ☐ Review the automation process regularly to check its effectiveness ☐ Make necessary adjustments if needed
• Review Process for New Tasks
  ☐ Review the automation process for new tasks regularly to check its effectiveness ☐ Make necessary adjustments if needed