Use a task manager template per procedure with pre-filled subtasks, deadlines, and links back to the source. Trigger creation via a button, shortcut, or form. This removes setup friction and ensures the same solid process runs every time, even when interruptions threaten momentum.
Identify inputs that vary—client name, date ranges, source files—and add a small “Inputs” section at the top. Use variables in templates so one change updates every reference. This reduces copy errors, accelerates starts, and makes automation far easier to bolt on when time allows.
Collect tiny helpers: text expanders for repetitive blurbs, shell or Python snippets for renaming files, and browser bookmarks that prefill URLs. Link each helper from the relevant procedure. Over months, these micro-optimizations compound into hours gained, calmer mornings, and a library that quietly does work for you.
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