Personal admin tasks can be pretty similar to business admin.
For example, a client recently requested an itemised summary of their most valuable jewellery pieces to retain on file.
The client, Julie, provided me with a folder of receipts and a photo of each item to match with the paperwork. I resized and compressed each photo before adding the image to a new spreadsheet.
I chose Excel as the preferred application so that Julie could later sort according to her preference. Headings included:
- Item description
- Receipt - Y/N
- Purchase date and $ cost
- Valuation - Y/N
- Valuation date/details
- House and Contents insurance - separate item listed on policy - Y/N
The summary I prepared included each item’s description and photo, whether there is a receipt on file, the purchase date and cost; if there is an existing valuation (and the valuation’s date and value details); whether the item is included in their house and contents insurance policy; and whether a new valuation is required for their insurer – which highlighted further action required by the client.
This type of summary could easily be set up for any kind of small business - a jewellery business, for example. Doing this sets up the potential for self-managed stock control and/or a list of items for a web or Facebook page.