Advisor Technology | 01/06/2016
How Trello Can Get Your Advisory Firm in Order
I wrote a whole long-winded introduction for this piece about how it’s hard to get organized, especially for me, and it can be even harder in a small business, and so on and so on, all to establish my authority to speak on the subject of getting organized. Then I finished the article, looked back, and remembered that a picture is worth a thousand words. So, in order to show you how Trello can get your firm in order, I just thought I’d show you a picture of one of our Trello boards so you could see how it helps keep us in order.
This is one client’s board, but we use this same general framework for all our boards. I blacked out the card/task titles, but each card shows the title of the job, the due date, how many comments are on it, who is assigned to that task, and much more. Each card can be expanded to show attachments, comments, descriptions and more.
On the board, you can see five lists (there are actually about 12 lists total, but these are the five main ones we use): Complete, Client Review, Sprint, In Progress, and Next Up. Each list has multiple cards. Each card is a task.
- Complete – Items we have completed. It feels good to move items here. Gets cleaned out every Monday.
- Client Review – Items that are waiting for client feedback or need a question answered by a client.
- Sprint – Items we need to complete in the current week
- In Progress – Items that will take a little more time to complete (projects that spread over 2 weeks, etc.). They also may be ready to be added to the Sprint list at any time.
- Next Up – Everything that’s coming up in our queue. They may be bigger or lower priority projects that we want to complete some time within the next six months.
In addition, we have two lists that act as a repository for recurring tasks and ideas.
- Recurring – Tasks and projects that repeat each week or month.
- Future/Ideas – Tasks and projects that we aren’t ready to act on yet. When they materialize more, they could be added to “Next Up.”
This approach could be adopted for any advisory firm or individual advisors just starting out. You would likely want to make some tweaks so it would fit your specific needs. That’s what’s so great about Trello – it’s completely customizable.
I don’t mean to overstate this, but I’m not sure that I can: I was a mess before Trello came along. I operated in full-time emergency mode putting out fire after fire because I had no idea how to prioritize tasks. Also, Trello has some of the greatest integrations out there, but that’s a blog post for another day.
What does your Trello board look like? What organizational hurdles has Trello helped you overcome? Need some help getting your Trello board set up? Let us know!
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