Step 1: Staff Roles

This spreadsheet will help you keep track of the different staff roles in your business.
Instructions: In the yellow cells, type the staff roles in your business. Remember that one person may
work in more than one staff role, and one staff role may be fulfilled by more than one person. For
example, the same staff member may work as both an accountant and a manager, or you may have two
accountants in your business. Add rows to the table as necessary to suit your business's needs. If you add
rows here, be sure to also add columns as needed to the tables on the next tabs.

Staff Roles
ss.
hat one person may
one person. For
or you may have two
ness's needs. If you add
Step 2: Production Tasks
This spreadsheet will help you track your production times.
Instructions: In the yellow cells under "Product/Service Name," type the names of the products or services that you
you aim to produce each week. After this, fill out the yellow cells in the tables below to enter the tasks involved in p
time each staff role spends on the tasks.

Product/Service Name

0
Average Staff Hours Required Per U
Tasks
0 0 0

Total Time - 1 Unit (hours): 0 0 0

Total Time - 0 Units (hours): 0 0 0

0
Average Staff Hours Required Per U
Tasks
0 0 0

Total Time - 1 Unit (hours): 0 0 0

Total Time - 0 Units (hours): 0 0 0
 0
Average Staff Hours Required Per U
Tasks
0 0 0

Total Time - 1 Unit (hours): 0 0 0

Total Time - 0 Units (hours): 0 0 0

0
Average Staff Hours Required Per U
Tasks
0 0 0

Total Time - 1 Unit (hours): 0 0 0

Total Time - 0 Units (hours): 0 0 0
ducts or services that your business will sell, and the number of units that
er the tasks involved in producing each product or service, and how much

Goal (Units/Week)

Goal of: 0 Units/Week

aff Hours Required Per Unit
0 0 Total Hours
0
0
0
0
0
0 0 0
0 0 0

Goal of: 0 Units/Week

aff Hours Required Per Unit
0 0
Total Hours
0
0
0
0
0
0 0 0
0 0 0
 Goal of: 0 Units/Week
aff Hours Required Per Unit
0 0
Total Hours
0
0
0
0
0
0 0 0
0 0 0

Goal of: 0 Units/Week

aff Hours Required Per Unit
0 0
Total Hours
0
0
0
0
0
0 0 0
0 0 0
Step 3: Operational Tasks
This spreadsheet will help you track the operational tasks of your business.
Instructions: In the yellow cells, type the names and average completion times of the operational tasks needed for
administrative, marketing, accounting, or communication tasks, break times, and more.

Operational Tasks
Average Staff Hours Required Per W
Tasks
0 0 0

Total Time (Hours/Week): 0 0 0

ational tasks needed for your business to run. These may include

s
aff Hours Required Per Week
0 0 Total
Hours/Week
0
0
0
0
0
0
0
0
0
0
0 0 0
Staff Time Capacity
This spreadsheet contains a summary of the time needed to produce all your desired products and services, and to p
week. Use this summary to help you in your business planning.

Average Staff Time Required (Hours/Week)

0 0 0
Goal
Product/Service (Units/Week)
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
Operational Tasks 0 0 0

Total Hours Required (Hours/Week) 0 0 0

ucts and services, and to perform all operating tasks in one

/Week)

0 0 Total Hours

0 0 0
0 0 0
0 0 0
0 0 0
0 0 0

0 0 0