MoverBook Demonstration as an Accountant

Hi guys,

Here is a demonstration of using the MoverBook.

 

In the video, we discussed several methods of using the MoverBook including "breaking an idea down", "color-coding", "three parts of the MoverBook default template", "two page philosophy" and other methods embedded in the MoverBook.

 

After opening the MoverBook, you can see two sides of template.

 

Default Weekly Template and the Customizable/downloadable versions

 This is a weekly template, including from Monday to Sunday. It also has the buffer area and the purpose area.

 

If you do not like this template, you can also go to our website to download different kind of variation, including some with the x-axis, y-axis, or even one version of the monthly template.

 

After printing it out in the right size, you can then cut it out and insert the two sides into the MoverBook.

 

The Purpose Column of the Default MoverBook Template

The purpose column resides big tasks or big mission.

For demonstration, we will be using an example of accountant using the MoverBook at work.

 

Today, management has come into a conclusion to close down some companies out of operation in order to make the whole structure neat and clean.

 

Then I will write down the mission and put it in the Purpose column. At the same time, I will plan what I need to do in the following months.

 

For example, you can have some month-end closing and quarter-end closing.

After that, I will put them in the purpose column.

 

Flexibility of using Movers for Prioritization

Using Movers is very flexible as we can always prioritize tasks according to their importance. For example, one thing suddenly becomes way more important, we can just arrange it to the front and we can see it at a glance.

 

Breaking down an idea into multiple steps

Let’s process the thing which is the most important first.

[Single out the mission from the Mission column]

To close down companies, we must first look into our group’s organizational chart and have a glimpse.

[Write down “OC”]

Are the companies having profits? Let’s see their revenue.

[Write down “Sales Revenue”]

Are they renting any premises?

[Write down “Leasing”]

How much do they pay employees per month? I will then have to check the payroll.

[Write down “Pay-roll”]

As you can see, I have broken a big mission into multiple aspects or little tasks.

 

Color-coding of Movers

After looking into those mentioned information, I have to communicate with different departments.

 

The first to come to my mind must be the HR department. To close down a company, that company has to lay off the employees.

 

And then I can think of the compliance department because different areas have different regulations.

To close down companies, we have to ensure that we are complying with the regulations.

 

Last but not least, I have to delegate some of my tasks to my teammates.

 

So after all these, I will have to report back to the management.

 

For color coding, everyone has different preferences. As you can see, I am using “Blue” for big missions or big tasks. “White” is for sudden thoughts or ideas; “Red” is for communication including emails, phone calls or meetings.

So at glance, I can differentiate my work according to different colors.

 

 

Three parts of the MoverBook default template

Now, I will arrange the tasks into the MoverBook. This template has 3 parts: Timeline, buffer area and the purpose.

 

Timeline is from Monday to Sunday.

 

The buffer area is for tasks which you have not decided the time to do yet or beyond this week.

 

For purpose column, it resides your purpose or big task and mission.

 

“Closing down companies” belongs to the purpose column.

 

The big rule is to process things that are most important. Things to be decided belong to the buffer area. “Report to management” can be put in there first. And after clearing all the things, it can be arranged back into the timeline.

 

Ok, let’s look into the files and then communicate with different departments. So they will be done by today and tomorrow morning.

 

Singling out

So you can block your time to process it (the task) within that period. An even better way is when you are dealing with that task, you can pick it up and single it out. You can ignore others and focus on it first.

 

From time to time, I will see what big missions I have. Oh, I have to do the month-end closing. So let’s pick it up and see what I can do to deal with it. Let’s log into the system around 23^rd to see whether the colleagues have finished book-keeping.

 

Since it is beyond this week, let’s put it in the buffer area first. When time comes, I will put it back into the timeline.

 

Just write down different thoughts, tasks, matters, everything…..at any time. If they are not into your liking, or you have finished it, you can just tear it off or erase it.

Two Page Philosophy

The two pages of the MoverBook can be used continuously. Concentrate on putting things that are most important into these two pages. One flip and you see everything at a glance.

Everything is in your hand for arrangement.

 

So, before I leave, let’s arrange what I have to do tomorrow.