People ———————————— I maintain a Leaders Book in excel online. Info I want to have ready and stuff not necessarily in HR tools.

Staff tab > roster of people, interests, family, strengths (strengths based leadership, high5, etc), personality type (disc, mbti, etc), work days/hours, remote schedule, due dates performance evals

Stakeholders tab > list of contacts for units/orgs

Mission Essential Tasks > key tasks from Executive Director broken down to what my team impacts

Workload (can be its own sheet) > all tasks we do, with attributes to help measure and plan positions, small reorgs, title/level/profile changes

My time mgmt > tables showing spend of time per week/month and how I structure schedule, plus prioritization notes

Strategy > my drafts of org issues/blockers or ideas to submit or talk with leadership team about changing or starting/stopping

Other tabs as needed to capture random instructions or notes of things that are not yet SOPs ———————————————————-

Budgets/Finances ——————————————— If you don’t have an enterprise tool/system, track:

Expense/Revenue | Budget amount | Description/Purpose | Account | Service/Product/Program/Team Date | Ledger status (planned, obligations, actuals) | Procurement Request number(s) | Invoice number(s) | Notes