How to write a chronology What is a chronology? A chronology is a list of everything that happened in date order from the earliest to the most recent. If you write a chronology, you do not need to give it to anyone. You can use your chronology to help you organise your thoughts when you are telling the employer and the conciliator your side of the story at conciliation. What should you include? Here are some of the things you should put in your chronology. If you had a contract, the date it was signed.
The date you started work. If your duties changed and/or your job changed (for example, because of a promotion) the date this happened. The dates of any performance meetings or complaints. The dates of any letters, emails or anything else you were given or told about your performance by your employer. The dates of any letters, emails or other correspondence you sent to your employer. The dates of any conversations where you raised issues with your supervisor or employer, or they raised issues with you.
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The details of anyone else (for example a co-worker) who was present for relevant conversations or events that can confirm your version of what happened. The date you were told that you were (or would be) dismissed. Dates of other events that you think were related to your dismissal. For example, any workplace incidents or disagreements with your employer.
. The function of the chronology you are drafting is to give your attorney the raw data that will be used to explain your case in correspondence and legal documents. It’s at best embarrassing and at worst impossible to correct basic errors about the when’s, where’s and why’s after we have formally put your case in writing. So go through all the documents available to you (date book, email files, cell phone bills, bank records, tax returns, notes made at meetings or in phone conversations) when you start the drafting process.
Organize these records and use the information in them as the basis of your draft. The information your attorney will need will vary depending on the details of your case.
Make sure that you have a clear understanding of exactly what your attorney needs. Here are a few examples. For a divorce, the basics will always include date of cohabitation, date of marriage, births of any children, dates when jobs of both parties stopped and started, dates of any separations, and dates when major assets such as houses were acquired and sold. For a contract dispute, your attorney will need the dates of all meetings and phone calls with a summary of what was said, the dates that any draft contracts, notes, emails or other written records were created, and the exact dates, times and circumstances in which you or the other party signed any formal documents. For a boundary dispute, you will need the date that each party acquired their land, the names of the previous owners of each piece of land and the dates of ownership of those previous owners if known, the dates of any conversations about the disputed land, and the dates that any structures or fencing on or next to the disputed land were erected. Resist the common temptation to cut out the boring stuff that happened before things really heated up.
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Most people when talking about stressful events will concentrate on the things that seem the most upsetting (the day that a spouse left the children unsupervised, that the would-be business partner’s check bounced, or that the neighbor put up the “no trespassing” signs). But the background to any of these events is at least as important, and in many cases more important legally, than the fireworks that came later. So start with the earliest background: meeting your spouse, deciding to start the business venture that eventually went disastrously wrong, the first time you heard about the real estate you now wish you had not bought. A vague description of events is not going to be useful to your attorney. Don’t use shorthand or general descriptions of what happened or what was said. Instead of: “I always put my children before my career,” say “In April 2003 I took a 10% pay cut so that I could be home by 4 PM every day when the children got home from school.” Instead of: “He told me that he would pay me back with some money he was expecting soon,” say “He told me that he was going to get about $75,000 from his father’s estate by the end of the year and could pay me back by January.” You might not have records (or a steel-trap memory) that let you come up with a list of exact dates. If you have to, just tell your attorney approximately when something occurred.
For example: “This happened just a few weeks before my sister’s college graduation in mid- June 2002. I remember that it was after all this happened that I had to cancel our travel reservations.” “Although I do not have these phone records, I know that these conversations took place before January 2004 because every time we talked he was still promising to pay me the money by January 1st.” Better to say too much than not enough. Don’t worry about giving information that might turn out to be irrelevant. Your attorney can disregard anything that is unnecessary to your case, but he can’t use what you don’t tell him about.
If you think something just might somehow be relevant, even as background information, include it. The information you give us needs to be precise and accurate. So read through the chronology a few times yourself before giving it to your attorney. If you aren’t very sure about dates (did that happen on Christmas Day 2002 or 2003?) check your records again. If you still can’t be sure that some of the information you have given is right, note these doubts prominently on the chronology itself. We make no promises or representations about the accuracy of this information, or how it applies to your particular case. These articles are designed to give you ideas to consider and discuss with an attorney, but are no substitute for legal advice, and must not be used as such.
Providing a detailed and accurate chronology to your lawyer is generally the most critical instruction that you need to give to him. What is a Chronology?
A Chronology is a schedule that records all major events in a table form. A Customer owes you $15,000 for a goods supplied and delivered by you to him on 30 June 2011. The value of the goods were in fact $25,000 but he paid you a deposit of $10,000 on the 1 June 2011. He had in fact ordered the goods from you on 1 May 2011. The goods were provided on credit after the customer opening a credit account with you on 1 February 2011. You had sent a letter requesting payment of the outstanding debt on 14 July 2011.
You called him on the 21 July 2011, where he promised to pay you. You sent him an email to him on 28 July.
He replied to your email on 1 August. The chronology would provide Date Event Related Document 1 February 2011 Customer requests that a Credit Account be open.He signs Credit Application and Guarantee. Credit Application dated 1 February 2011 14 February 2011 Credit Application is approved. Letter dated 14 February 2011 1 May 2011 Customer requests the the supply of 25000 widgets for delivery before 30 June 2011 for cost of $25,000.An agreement is entered into where you agree to supply him the 25000 widgets for a total cost of $25,000 on the condition that he pays a deposit of $10,000 by 1 June 2011. Letter or agreement confirming order and terms dated 1 May 2011 1 June 2011 Receive payment from Customer Receipt dated 1 June 2011 30 June 2011 25000 widgets delivered to Customer Delivery Note dated 30 June 2011Invoice dated 30 June 2011 14 July 2011 Letter sent to customer requesting payment Letter dated 14 July 2011 21 July 2011 Telephoned Customer. Customer said “ I am sorry, I will pay you next week” Diary note?
28 July 2011 Email sent to Customer referring to telephone conversation and requesting payment Email 28 July 2011 1 August 2011 Email received from Customer advising delay in payment. Email 1 August 2011 Q. How do you prepare one? You start by preparing the bundle of documents. Except in the simplest of case it is not possible to correctly recollect facts and events without referring to contemporaneous documents. In the example above, almost the whole chronology could have been prepared by just referring to the document bundle.
In real life is not that easy. Most cases are a lot more complex involving hundreds of events. Your record keeping may not be perfect or complete. In those cases the document bundle is an essential reference to assist in your recollection. It provides time markers to give order to your recollection.
My next blog will discuss how to collate of the document bundle. Search for: Recent Posts. Archives.
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The first step to any plan is thinking about a timeline. You want to know what needs to get done and when, to ensure that you stay on track. From a teacher to an event planner to a project manager, a timeline is an easy-to-digest, visual way to map out your plan. You can manually create a timeline in Excel, but it can be a long, frustrating experience to make it look the way you want.
Many people find it much easier to use a timeline template, a pre-formatted timeline that can be customized to your needs. All you have to do is enter your information and choose your colors, and a timeline is made for you. Create Your Timeline This article will show you how to create a timeline in Excel, using a template in the context of planning a business conference. Hosting a successful business conference can take months of planning and it’s the type of project where a timeline is essential. It involves plenty of moving parts and usually has quite a few stakeholders. In this scenario, an event planner would start by making a list of tasks. These tasks may include managing a budget, scouting and securing a conference site, hosting speakers, hotel arrangements, conference schedule, and more.
With all this information, you can either look at a timeline template in Excel or find a more robust solution to first make a Gantt chart and use that to create a timeline. This tutorial will show you how to do both. Smartshee The easiest way to make a timeline in Excel is to use a pre-made template. A Microsoft Excel template is especially useful if you don't have a lot of experience making a project timeline. All you need to do is enter your project information and dates into a table and the Excel timeline will automatically reflect the changes.
When you add your own dates to the table, the Gantt chart will automatically adjust, but the spacing will be off. There may be a lot of extra white space at the beginning of your chart, with dates that you did not enter. The solution is to adjust the spacing between the dates display at the top of your chart. Click on a date at the top of your Gantt chart. A box should appear around all the dates. Right-click and select Format Axis. In the pop-up box, on the left, select Scale. Adjust the number in the box labeled Minimum.
You will have to add numbers incrementally to the box to adjust the spacing and get it to look the way you would like. How to Make a Timeline in Excel First, make a task list to figure out what you want the timeline to show. Maybe you want it to show milestones that are currently in a Gantt chart - if that’s the case, look for an Excel timeline template that only requires inputting milestone data.
Perhaps you want to show how different parts of a particular project appear on a timeline. Diy usb to dmx converter. Then, look for an Excel project timeline template. This will have more fields for you to customize and displays more information on the timeline, like how long it will take for a certain task to get done.
Choose an Excel Timeline Template Microsoft also offers a few timeline templates in Excel designed to give you a broad overview of your conference planning timeline. The Excel timelines aren’t tied to Gantt chart data, so you’ll be manually inputting your own data in the pre-defined template fields. These aren’t set in stone; you can change names and add fields as needed. To find an Excel timeline template from Microsoft, open Microsoft Excel and type “Timeline” in the search box and click Enter.
Note: this template was found using the latest version of Excel on Windows 8. Double-click on the Excel Project Timeline template to open the spreadsheet. Add Your Information to the Timeline in Excel When the template opens, you will see a pre-formatted Excel spreadsheet with information already filled out in the fields. This content is just a placeholder. At the top of the template is a timeline. Scroll down to see the preformatted chart where you can add conference planning details and due dates. One of the benefits of using an Excel project timeline template is that the formatting is already complete, and all you need to do is customize it.
Click the Project Timeline field (1C) at the top of the spreadsheet and enter your conference name. Scroll down in the spreadsheet and enter a start date. Since you’re planning a conference, you’ll want to choose the planning kick-off date.
Note: There’s already a formula that picks the start date as the day you started using the event planning template. If you don’t want to use that date, click the cell, delete the formula and add your date. You’ll notice that the preformatted dates for Start and End will change. Enter the first major task to complete. Add tasks to the Activity column by double-clicking on the field that reads Milestone. Click the Tab key to navigate to the corresponding Start field and type in the date that you’ll start researching possible conference venues.
Click the Tab key again to enter a date in the End field. This should be the date that you’ll want to have picked the venue.
Repeat steps 3 and 4 to complete the remainder of the chart. Customize the Excel Timeline Once you have entered all the conference milestones in the chart, you can easily change the look of the timeline. You can change the display of the timeline data and make it more colorful.
If the conference planning timeline extends past a month (and it probably will), you can see more data on the timeline by clicking the arrows in the gray bar next to the Start date box. When you do this, you will scroll through the Excel timeline. To change the overall chart presentation, click on the chart and gthen click on the box with a paintbrush icon.
A pop-up box will appear displaying different timeline chart styles. Mouse over the formats to see it appear on the timeline. If you see one you like, click it.
The timeline will be updated to reflect that style. Change the Color Palette of the Excel Timeline. Click on the chart. Click on the paintbrush icon and click Color at the top of the pop-up box.
Mouse over the timeline color to see it appear on the timeline. If you see one you like, click it and the timeline will be updated to reflect that style. This timeline template only displays the most basic information. It’s great to share with stakeholders and executives to give them a high-level view of tasks required to put on a conference. However, it doesn’t include things like a budget, nor does it display tasks that are being completed on time or who is responsible for each task. If you want to create a more detailed conference planning timeline, consider creating a.
There are a lot of details that go into planning a conference. It’s essential to find a place to keep all that information in one place, where multiple stakeholders can access it. Smartsheet has quite a few event timeline templates that can help you get started. You can view your data as a task list or as a Gantt chart, giving you a quick view of progress made.
You can also add attachments, import contact data, assign tasks, automatically schedule update requests, and collaborate wherever you are, on any device. There’s even a template for an that can help streamline the registration process.
Select a Project Planning Template in Smartsheet. To get started with Smartsheet, login to your account and navigate to the Home tab or sign up for a free 30-day trial. Click Create New and choose Browse Templates. Type “Event” in the Search Templates box and click the magnifying glass icon. You’ll see a few options, but for this example, click on Event Task List with Gantt & Budget and then click on the blue Use Template button in the upper-right corner.
Next, name the template, choose where to save it, and click the OK button. Add Your Information to the Template A pre-formatted template will open, complete with sections, sub-tasks, sample attachments, progress tracking, and budget formulas. There will also be some sample content for reference. To delete the yellow box at the top of the template, click on the box, right-click, and select Delete Row. Double-click the purple Welcome Event cell highlight the existing content, and type in your information. Double-click the yellow Decorations text, highlight the existing content, and type in your information. This title should be one of the main categories for planning your conference (“Select Venue,” “Recruit Sponsors,” “Registration,” etc).
Click on a blank cell in the Phase column, under the cell that says Bring beverages, and type in another category. Highlight the entire row, from the Done column through the Started column, click the background color tool and click yellow. Repeat for as many category rows needed. Click on the cell under the new category created (in this example, it’s “Event Marketing”) and add a sub-sub-task, such as “Social Media.” Next, click the Indent button in the toolbar to turn the new categories you just created into sub-tasks. Repeat for all new categories. Add the total amount budgeted for each category to the corresponding yellow cell in Total Budget column. Click on the purple Total Budget cell at the top of the sheet, click the f(x) button in the toolbar and click Sum.
Chronology Example
Next, hold down Shift and click on the cells with the total budget numbers for each category to update the total budget calculation. Enter start and due dates for each task in the Due and Started columns. When a part of the project is completed, double-click on the date cell and click the letter strikethrough button on the left-hand toolbar (the button with the “S” with a line through it). For each row, under the Progress column, click the cell and choose a shaded circle that matches the progress in the drop-down menu.
This will let you easily view how much of a specific task has been accomplished. Under the Assigned To column, click a cell and select the assignee from the pop-up menu. You can even add contacts who don’t work for the company. When you assign tasks to people in Smartsheet, their contact information is automatically linked. To view the data you just entered as a Gantt chart, click on the Gantt View button in the toolbar. You can customize the appearance of your Gantt chart with just a couple clicks.
To change the colors of the task bars:. Right-click on a task bar and select Color Settings. A color palette will appear, letting you change the color of the bar. If you want to apply the same color to multiple task bars, click the task bars while holding down the Shift button. This will select all the bars.
Then, release the Shift button, right-click on any of the selected bars, and click Color Settings. Turn a Smartsheet Template into a Project Timeline You’ve already inputted all your information in Smartsheet and with just a couple clicks, you can create a beautiful timeline to highlight your event planning progress. Smartsheet is integrated with Office Timeline, a graphical add-on tool for PowerPoint, which allows you to create a professional, attractive visual representation of your project plan. If you don’t have Office Timeline installed in your PowerPoint app, install, and restart PowerPoint. Open PowerPoint and create a new slide. Click on the Office Timeline Free tab (Note: if you purchased Office Timeline, it will say Office Timeline) and select the drop-down arrow under the New button in the ribbon bar.
Legal Timeline Template Free Download
Highlight Import Data and then click Import from Smartsheet. Follow the prompts to login to your Smartsheet account. Click on the box next to the Smartsheet project you want to import and click the green circle with a checkmark in it. Once your project timeline is created, you can customize it even further. You can choose which events you want displayed in the timeline, color-code tasks assigned to specific stakeholders, and add your branding and colors to the layout. Choosing a Timeline Template From planning a business conference to managing a project at work, there are a lot of moving parts you need to manage. A timeline template, such as the, can help you organize these details and bring all the steps into view in a beautiful, visual presentation.
When picking a template, choose one that has the functionality you need. Templates are just a starting point, and you can customize them as much or as little as you want. Smartsheet offers a 30-day free trial and Office Timeline has a 15-day free trial, so you can see first-hand if either is right for you. A template is supposed to make things easier, so if it requires too much customization, move on to the next option. Did you find this article helpful? Check out our for the latest tips, templates, best practices, and more.
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