Ready-made RunBooks
Write the steps, or start from one of 30 ready-made RunBooks.
-
Weekly review
Close the week: clear loose ends and choose next week's priorities. Starts every Friday afternoon.
-
Month-end close
On the 1st, collect, reconcile, review and lock last month's accounts. A helper does the gathering; an approver signs it off.
-
Vendor payment run
Check what is due, approve one batch and pay it, every Wednesday. Nobody pays twice and nobody is missed.
-
New joiner onboarding
Everything a new person needs before and during their first month. The new joiner has their own steps too.
-
Leaver offboarding
Hand over the work, recover equipment and close access cleanly. One run per person leaving.
-
Event planning
From goals and budget to the day itself and the thank-yous. Each step has a name and a date.
-
Business trip preparation
Approval, bookings, documents and the agenda, then expenses on return. One run per trip.
-
Incident response
Assess, contain, communicate, fix and learn. Start it the moment something breaks.
-
Quarterly compliance filings
A general routine for the returns and forms due each quarter. Check with your adviser which filings apply to you.
-
Hiring a role
From the role brief to an accepted offer. A helper and the approver are each told their part.
-
Home: monthly bills and upkeep
Pay the bills, check the statements and keep the house running. Starts on the 1st of every month.
-
Launch checklist
Test, announce, get the go-ahead, launch and watch the first day. One run per launch.
For accountants and small firms
-
Monthly GST return
One client's month: their papers come in, the returns go out on time and the tax is paid. The client holds two steps; your firm holds the rest.
-
Company annual filing
From signed accounts to the annual return: notices, the board meeting, the AGM and the filings, each by its date. Directors and the auditor do their own steps.
For small businesses
-
Job card: order to dispatch
One order from purchase order to delivery: material, build, outside process, inspection, packing, courier and invoice. The supplier and the courier do their step from a link.
-
Monthly statutory and safety round
TDS, PF, ESI and GST by their dates, the fire and first-aid walk, and your accountant told when their step is due. One list for the month.
-
Chapter to press
One chapter from author to bound copies: draft, edit, review, pictures, pages, proofs, press and binding. The author, the reviewer and the printer each do their part from a link.
-
Term exam cycle
The term's exams in the order the exam office runs them: date sheet, paper setting, checking, sealed printing, duty roster, exam, marking and results. One run per term.
For events and crews
For families
-
Mum and Dad's week
Medicines, readings, physio, bills and the weekly call, shared with siblings and the people who help at home. Everyone sees what is done.
-
Running the home this week
Who is off, what to cook, what to buy, who cleans when, what needs fixing. The week's home list, shared with the people who help.
For societies, clubs and committees
-
Annual general meeting
Accounts to the auditor, notice to members, the meeting, the minutes and the filing, each by its date. Next year's committee inherits the list.
-
Festival week
Budget, permissions, vendors, the duty roster, safety, the daily count and the clean-up. Start six weeks out and keep it for next year.
-
Half-yearly fire and lift check
Add the fire agency and the lift vendor and press Start: both are told, the certificate is filed and the journal says it was done. Starts in January and July.
For teams that run on Telegram
-
Batch week
One teaching week, start to finish: timetable, notes, daily questions, the weekend test and the doubt hour. Starts every Sunday evening.
-
Community event
An online talk or meet-up for your community: poster, speaker, announcement, reminders, the live session and the thank-yous. The speaker and the designer do their part from a link.
For small tech teams
-
Release day
Freeze, test, back up, deploy, watch, announce. The moderator who posts the notes and the client who needs to know are told too.
-
Weekly on-call hand-over
Ten minutes, two people: what is open, what is noisy, what shipped, who to call, and "I have the pager" on the record. Starts every Monday.
-
New customer set-up
From signed deal to live account: the customer sends what you need, you set it up, they check and sign off. One run per customer.