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Tracking Operations at IQ

Name

Date

Time Sheet

Reports
Proposals
Client Admin
Client Meeting Prep
Client Calls/Meetings
Business Development
Research
Structured Business Tasks
Internal Meetings
Other Admin
Other External Meeting
CPD/Training
Compliance
Break/Downtime
Finance
Other
08:30 - 09:00
09:00 - 09:30
09:30 - 10:00
10:00 - 10:30
10:30 - 11:00
11:00 - 11:30
11:30 - 12:00
12:00 - 12:30
12:30 - 13:00
13:00 - 13:30
13:30 - 14:00
14:00 - 14:30
14:30 - 15:00
15:00 - 15:30
15:30 - 16:00
16:00 - 16:30
16:30 - 17:00
17:00 - 17:30

If you noted other to any of the timeframes above, please describe the nature of work you conducted.

Were there any tasks or particular frustrations today that used up a significant proportion of your time?

Did you have any ideas of how those frustrations could have been avoided?

Were there any pieces of work that you have placed on the back-burner/have been avoiding?