OVERVIEW GOALS TIMELINE 5 PLANS EXIT PLANS
A Written Time Table
My written timetables occur in the ever changing world of my calendars. I have begun the process of purging the artifacts of old calendars and starting fresh with all of my iCal systems being fed by Goggle Calendars. This will help to centralize our focus to the google environment where much of our content and systems now live.
Daily:
Work through task lists in Asana App for co-worker transparency
Complete most difficult task first - Eat That Frog
Balance Quickbooks transactions daily
Initiate task lists for Jasper - utilize him better for design projects
Web design
Daily drawing
Exercise
Monthly:
Pay $565 a month from personal finances to pay down debt consolidation loan in 5 years
Pay $575 a month from Artifact Concepts revenue to pay down investment loan in 5 years
Repurpose budget monthly for changing needs
Client financial review / forecast
Billing sent by bookkeeper by the 7th of each month
Bill $1000 in design / branding projects
Archive the Google drive
Weekly:
Sunday evening inbox clearing and Asana tasks organization for week to come
Follow up on all outstanding communication before weeks end
Book and complete one design project each week
Produce at least one merch production order each week
Eliminate unnecessary expenses
Quarterly:
Pay quarterly taxes
Travel for face time with each client, each quarter, strategically located to take meetings on behalf of the roster
P&L examination with bookkeeper
Partnership constructive criticism reviews
Investment reports and reviews
Year end Goals:
Double our income from the year before
Have an office space in Colorado again
Start flying lessons
5 Year Goals:
Own the Artifact Concepts building in downtown Red Lodge.
Own an office in Boulder, CO
Fly my own plane back & forth between CO & MT
Financial Time Tables:
Debt Consolidation (Restart Loan):
$30,000 at 7% interest (speculative) to be paid over 60 months @ $569 per month.
To be used in the payment of the listed debt categorized to the right
Business Capital (Investment Loan):
$30,000 at 15% interest (speculative) to be paid off over 60 months @ $575 per month.
Rough sketch of potential investment dispersement to the right
