Small Business Planner
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Small Business Planner

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Planner Overview

Kristen Lobo
Welcome to my small business planner! I’m using this tool to track activities & timelines, as my dad and I prepare to launch a restaurant / live music venue this summer.
Below is a high-level diagram of the architecture of this doc. This structure can be used to track progress for any kind of project.
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Planner Diagram.png
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In this doc, one row in
Projects
⁠
maps to many
Tasks
⁠
that need to be completed. Each task can be related to one of a few
Workstreams
⁠
.
This helps me track of the current status in a few ways:
I can see a comprehensive overview of what’s going on right now by viewing tasks (activities to be completed) on the
Planner Board
⁠
I can filter the
Planner Board
⁠
by workstream (domain of expertise) to understand open and closed items for each domain
I can review projects (initiatives with fixed scope) by
Timeline
⁠
as well as in the
Projects
⁠
table to understand the progress of task completion per project

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