This is episode 2 of a 3 part series all about how to organize the tasks in your business using our ROI method. Taking the time to organize all of the tasks in your business will help set you up for success to scale your biz without the overwhelm. Today we are talking all about organizing your recurring tasks. Join us next week to dive into Part 3 of our ROI method!

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What Is ROI + Why Is It Important

ROI, by definition, means Return On Investment. So it is the measure or the amount of return on a particular investment in our business like time, money, resources, etc.

Measuring ROI in our business is important because it helps us move the needle forward. It helps us evaluate whether our tasks are serving us or if we are just doing them because that’s what we’ve always done.

On Team EE, we break this all down using our own ROI Method.

Recap From Last Week’s Episode

If you didn’t catch part 1 of this series, you can check it out here! Make sure to complete the action steps before you can move on to the action steps in this episode!

Last week we broke down the first step in our ROI method which is “recurring”. Recurring tasks are everyday business tasks that happen on a regular basis. They make up the core set of activities that keep you running + the backbone of your business.

Part 2: Organize Your Tasks

Now that you have all of your recurring tasks broken down, it’s time to go through them + decide:

What tasks you want to keep on your plate
What tasks you want to delegate to team members or future team members
What tasks you can automate, and what you need to still do manually.
What tasks you can delete because they aren’t generating ROI in your biz!

Tip: USE DATA to make these decisions! Don’t have data yet? Let’s find ways to break down and filter back through to support the tasks until you do.

4 Types Of Automation

When deciding what you can automate, remember that there are 4 types of automations. If you haven’t had a chance to check out our previous episode on The 4 Types Of Automations, go check it out!

The 4 types of automations are:

1. Personal Automation: Things you do in your daily life that support you personally

Ex. Morning rituals, routines, time blocking

2. Tech Automation: Automations through online software

Ex. Someone fills out a form on your website and you use Zapier to send the response into ClickUp

3. Process Automation: A set of steps that you follow every time you do a specific task

Ex. You create a templated process for all of the steps to publish a blog post

4. Template Automation: Things that speed up your process

Ex. Canned email responses

How To Organize Your Tasks

Let’s say that every week you have a task to repurpose your podcasts into social media content. You spend so much time repurposing this content from scratch and sometimes find that you have even missed steps in the process.

So instead of trying to remember all of the steps every week, you create a templated automation for the process that you can follow when repurposing your podcast. This is going to increase your efficiency and make less room for errors!

Another example would be, let’s say you spend 4 hours engaging on Facebook every day and one hour on Instagram. But when you review the analytics on your website, 20% of your traffic is from Facebook, and 80% is from Instagram.

After reviewing the data, you can find that you’re getting a better ROI from your time spent on Instagram versus Facebook. So this is where you need to reevaluate where you’re spending your time in your biz. Part of organizing your tasks is also figuring out where you need to adjust the time you spend in your biz to push the needle forward.

Action Steps

Before you dive into part 3 of our ROI Method, here are some steps to implement this in your biz.

Step 1: Go through each step of the processes that you made while doing the “recurring step” (Part 1) & review if anything needs to be deleted. Get rid of these things FIRST so that you aren’t spending time on them.

Step 2: Review & select what can be updated to be automated by tech automation, process automation, or template automation.

Step 3: Review the “owner” of each step. Are you, the CEO, doing the majority of these? Decide whether you want to keep these on your place or whether these things should be delegated to someone else on your team (or a future team member if you are a solopreneur!)

*TIP: Pay attention to how you marked your energy on each of these tasks! (Takes My Energy, Gives Me Energy, or Neutral — this is a key factor in what types of tasks you should keep, delegate, automate, or delete!)

Taking the time to organize all these tasks in your business is what’s going to help you set up for success to scale without being overwhelmed. Once you have completed those 3 steps, then you can move on to Integrating for Part 3 of our ROI method!