Navigating Tax Records and Filing Strategies

It’s another Q&A episode and we’re diving into Sunday Baskets® and Friday Workboxes® and how to make it all flow together because it was asked in many different ways. The Sunday Basket® and Friday Workbox® can support a lot of operations, this episode was so great for exploring multiple ways to run your home or business. 

As a Household Manager

As a household manager it is easy to get multiple Sunday Baskets® going. Multiple people asked how to manage them all and make them work together.  Honestly once Planning Day focuses on both home and work at the same time this will be more seamless. You need to take roughly 90 min to three hours to fully process your Sunday Basket®, ideally on Sunday afternoon. This opens the opportunity to go through other Sunday Baskets®.  I have some that I process monthly and there maybe some actionable papers that move to my weekly Sunday Basket®. I have active papers in Sunday Baskets® for trips I’m planning, Abby’s wedding, and whatever else. The final thing that pulls all the Sunday Baskets® and Friday Workboxes® is the weekly tear sheet where it all comes together, it’s one plan for the week, including home, work, and sometimes homeschooling priorities. 

There was also a nurse who wrote in about how to best utilize the Friday Workbox for a service line she’s in charge of. She’s a blue slashpocket person; a worker. She doesn’t own the business but there’s still a lot of responsibility.  I offered ideas on how to involve the rest of her team, establish checklists to keep them on track and understand the time it takes for that checklist. I offered color coding ideas to best communicate with her team and have information at her team’s fingertips. I offered similar ideas to a mama who homeschools. 

As a “CEO” role

There was a minister and a direct sales audience member that asked about how to best use the Friday Workboxes® because they don’t see themselves as running a business or a CEO.  If you are in direct sales or in charge of an organization, it’s like you are the CEO. As a CEO you need lead generation that produces purple work with deadlines and such. Once you complete those deadlines, you get paid which is your admin/green work. And in that mix is the people who make it happen wish is your blue slash pocket work. There are all kinds of practical applications for whatever line of work you do! This episode was chalked full!!

For the minister we talked about two Friday Workboxes®. Once for her and one for the church. For the church workbox, pink can be upcoming projects in the works like a new addition to the building that hasn’t been finalized or ideas for outreach during Christmas or Easter. The purple work is the projects that are set in motion and repeat events like how Organize 365® does the planning days routinely. And then of course staff is blue and a church is a business so green is admin, payroll, and any other financial responsibilities.  Her personal workbox could have pink work that is all about her sermons or pink work could be future plans she’s exploring, and purple work can be things she’s personally responsible for, blue the people or organizations she’ll need to accomplish the project or idea, and of course green for money.  You get the idea. 

The Entrepreneurship Journey 

Got junk? We had a great conversation about the mindset of the guys who opened 1-800-GOT-JUNK. And I was able to offer some advice to someone looking to open a special needs daycare. We talked about a few books and what I learned from them as far as my skill sets, who I should hire, and how a visionary and implementor work together to run a company. Organize 365® is what it is today because of what I’ve learned along the way…I want to always be learning. 

EPISODE RESOURCES:

• The Sunday Basket®

• The Friday Workbox®

• Sign Up for the Organize 365® Newsletter 

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