116 – Monthly & Yearly Checklists

Organize_365_Podcast_with_Lisa_Woodruff
Organize 365 Podcast
116 - Monthly & Yearly Checklists
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Having a checklist frees your mind to remember and problem solve bigger issues than remembering when you last changed your furnace filter.

In the podcast today, I am sharing the lists I use to keep items checked off my to-do list and off my brain.

Lisa’s EVERY Month Checklist

House

  • Change furnace filter
  • Wash washer, oven, sink disposal
  • Wash bathmats
  • Clean out fridge & freezer
  • Wash & clean out car

Family Management

  • Check for birthdays/holidays
  • 15th Reconcile checkbook
  • Costco paper supplies order
  • Check primary bathroom products
  • Order prescriptions

Dog

  • Dog flea, tick & heartworm meds
  • Wash dog bowls

Kids

  • Change kid’s sheets
  • Add money to lunch accounts
  • Schedule haircuts & eyebrow waxing
  • Check kid’s bathroom products
  • Update kid’s Google calendars
  • Get kid’s grocery lists back to school shopping

Lisa’s Yearly Checklist

January

  • Buy new bath towels?
  • Pay quarterly taxes
  • Send annual taxes to accountant
  • Go through and purge family files
  • Medical deductible starts over
  • File 1099’s and W2’s for employees

February

  • Buy Florida plane tickets
  • Real estate taxes due

March

  • Start looking for summer job
  • Pool membership due
  • Sign up for summer programs
  • Change fire detector batteries
  • Pour water in basement pipes
  • Easter

April

  • Pay quarterly taxes
  • Mulch

May

  • Secure summer reading tutor
  • Prep for Abby’s birthday
  • Mother’s Day
  • Graduations

June

  • Pour water in basement pipes
  • Father’s Day

July

  • New glasses for Joey
  • Pay quarterly taxes
  • Florida condo fee due

August

  • First school tuition payment
  • Real estate taxes due
  • Back to school shopping

September

  • Stock up on cold supplies
  • Clean carpets
  • Make Thanksgiving & Christmas plans

October

  • Start holiday lists
  • Pay quarterly taxes
  • Change fire detector batteries
  • Pour water in basement pipes
  • Buy winter coats/gloves
  • Move winter items into hall closet

November

  • Plan spring break
  • Complete Christmas shopping and entertaining plans

December

  • Greg life insurance due
  • Prep for Joey’s birthday
  • Christmas cookies
  • Family movies days
  • Out to eat with the family
Monthly-&-Yearly-Checklists
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