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[quote=Anonymous]I would start by creating a recurring calendar event in outlook with the due dates.

Then I would set up reminders. This will depend on what you have to do for each task. Make a list of what you need to do and how long it takes.

For example I had one monthly task, due the 15th, that entailed logging into a system and downloading a list of accounts. Then I made a spreadsheet of the accounts. Then if I already knew what was going on with that account I would note it in my spreadsheet. Otherwise I would email the list of accounts to each account specialist and ask them to update me on those accounts and/or set up a meeting where they bring the files to review together. Then I would advise them on any follow up needed on the file. Then I would follow up with them to see the outcome. Then I would add all updated info to the spreadsheet and email it to the person who manages all the reports.

Break down how much time each step takes. Since the report was due the 15th, I would download the next set of reports by the 20th and email it to staff asking them to respond or meet with me by end of month. Then I would give them a week to follow up so by the 7th I wanted to know the final outcome for my spreadsheet due the 15th, which gave me a little grace period for additional follow up or if I was going on vacation and wanted to submit early for the 15th.

I did it by keeping a weekly task list, but you could set calendar reminders for yourself. The biggest difficulty for me was when the task involved other people and they weren't responsive and missed my internal deadlines so I needed a follow up several times. [/quote]

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