Optimize Your Workflow: Mid-Year Review and Planning with ClickUp

How to conduct your own Mid-year review

If you’re feeling like you’re either way ahead or way behind on your goals, now is the perfect time to do a mid-year goals check-in.

A lot has probably changed since the beginning of the year, and this is your chance to reflect on what’s working, adjust what isn’t, and make sure you’re focusing on the important things to achieve the results you want.

I am aiming to write this guide to tell you exactly how to do a mid-year goals check-in, update and how you can do this in ClickUp so you can stay on track.

Why Should You Review Your Goals?

So why should you review your goals? Well, how do you know where you are going if you don’t know where you are headed? Things change, and goals that you may have had at the beginning of the year, or even a few weeks ago may It helps you see how much progress you’ve made, spot any problems, and adjust your plans so you can still achieve what you set out to do.

By checking in halfway through the year, you can make sure you’re on the right track and make any needed changes to keep moving forward.

As a multi-passionate person, I tend to have different ideas come up mid-quarter or week and find myself distracted by the idea and trying to fit it into my already packed week despite my knowing better. My mid-year checking really help refine the things that I’m doing, that they align with my life and direction.

What is a Mid-Year Goals Check-In?

So what is a mid-year goal check-in exactly? It’s a time to stop and look at how you’re doing with the goals you set at the beginning of the year or at any time you sat down to set goals.

Like a progress report, it’s a chance to look at what has worked, what challenges you have faced, what has changed and what you may need to update to align with your values and your life.

This, and a few touch-bases with your goals will help you stay focused and motivated for the rest of the year.

How Do I Do a Mid-Year Goals Check-In?

Alright, so let’s get down to the actionable parts of your Mid-year goal check in. Look at the steps below, grab a piece of paper, and start hashing out the key points of these steps by using the right questions to narrow down your focus.

Preparation for your Mid-year review

Set aside time:

The first thing you need to do is set aside time, preferably an afternoon or a couple of hours to do a mid-year review.

Maybe a Sunday afternoon when there’s not a lot going on, or a Friday.

You can use a Google Doc, or Notion, or even just a pen and paper journal to write out your answers to the questions below.

(I personally use ClickUp for this, see how here)

👉🏼 Grab my Mid-year goals ClickUp Doc template

Gather Your Data:

Collect all the info you need about your progress. This could include notes, project updates, and feedback from others.

Most of this should be in your project management or data management tool. If not, make sure you gather and/or have the software open that would contain the information you will need to measure your progress on these goals.

Get comfortable and set yourself up for success

Sometimes I tend to be super-distracted when trying to focus on a difficult subject. There are always so many things going on that it’s hard to get in that focus state I need. To counteract this, I go into my office, shut the door, and turn on ambient or some sort of music that won’t distract me from the task at hand.

Remember WHY you set your goals.

First, think back to why you set your goals in the first place. This helps you see if they’re still important to you.

Your goals at the beginning of the year, after the holiday rush and the end of 2023 were probably pretty lofty and motivated. I know they were for me. I had seen a dip in my revenue and knew that upping my social media and emails were on the agenda.

I didn’t know however the events that were to transpire at the beginning of 2023, or the opportunities that would present themselves.

So I needed to remember WHY I had those goals in the first place? How did they support my values? How achievable were they really in my life?

So take out that notebook or notewriting software and answer the questions below.

Why did I choose this goal?
What do I want to achieve?
Does this goal still fit with what I want for the future?

If necessary, think about the values that are important to you. (Check out this blog for more on values). The things that you are focusing on should not only align with those values, but bring you closer to what those values have brought to your life. For example, I have nature and family as two of my main values. Having time to go camping with them and spend time outdoors is a large reason why I do what I do.

Having a crystal clear understanding of your big WHY can keep you motivated. Picture your life in 5 or 10 years from now and think about how your goals fit into that vision.

Visualizing your ideal future can anchor your dreams and keep you focused on what matters.

Reflecting on your year’s goals so far

Next, look at the goals you set at the start of the year.

I bet you life (and your business) looks a bit different now than it did at the beginning of the year.

View the goals through the lens of the person you are now (not the one you were 6 months ago) and not only understand why you set those goals in the first place, but what you would change about those goals now, knowing what you know.

Time to do the work. Answer the questions below. Take as long as you need to really dig in and figure out if what you envisioned at the beginning of the year is really working, or needs to be changed.

Are these goals still important to me?
Have my priorities changed?
Do any of these goals no longer make sense for me?

Understanding how far you’ve come and where you’ve stalled helps unlock what is and isn’t working.

Once you have done this. Make sure to celebrate your small and big wins. If you have reached any of those goals, or if you have pivoted to a place where those goals are no longer relevant, celebrations are a great way to motivate yourself for future goals.. Celebrate the work you did do!

Reflect on What is and Isn’t Working

As an ADHD woman, I am extremely sensitive to things that aren’t working in my life. (Self-critical much?) Sometimes however, I am not able to see the forest through the trees.

Taking the time to reflect on my goals and really figure out and give myself meaningful feedback as to what is or isn’t working is key to knowing whether I am going the right direction.

The questions below have been extremely helpful to really figure out what is working in what I have been doing, and what isn’t.

Answer these key questions for yourself to figure out the obstacles that you may need to overcome.

Which strategies have been effective?
What obstacles have I encountered?
What can I do differently to overcome these challenges?

Think about areas where you may need to focus more or streamline your efforts. Are you working on too many things at once? How can you simplify and create a repeatable process? Look at how you spend your time and make sure your strategy aligns with your goals.

Let’s Reset.

Okay, so now you have looked at your past goals, reflected on what you did, or did not accomplish, and figure out what is and what is not working, it’s time to adjust those bad boys to be achievable and aligned with who you are what is actually going on in your life.

Because life happens, and that’s okay.

Based on your reflections, think how you need to adjust your goals, strategies and action items for the next 6 months.

Do you need to set new milestones for your goals? Like creating consistency with your blog posts (who me?)

Do you need to modify or scrap an existing goal to make room for another?

Has something happened that requires completely setting new goals?

Is there something that needs to be added to get you to that next level?

Ask yourself these questions and adjust those goals to match, being realistic about how achievable they are in the time provided.

For more on setting SMART goals, check out this blog post

Once you have set these, then it is time to really look at the projects you need to complete to help achieve them.

Here are some tips for getting your goals back on track if you have fallen off the path and still want to achieve them.

Tips for Getting Back on Track

Break Down Goals: Make big goals into smaller, manageable tasks.
Set Clear Milestones: Create clear, easy-to-reach milestones to help you see your progress.
Create a Support System: Surround yourself with supportive people.
Stay Accountable: Use ClickUp (or another Project Management tool) to set deadlines and reminders to keep you on track.

Sharing My Own Goal Review

I recently did my own mid-year goal review using ClickUp, and it was very helpful.

I set my goals by Year and Quarter to make sure they are achievable in the amount of time provided.

First, I reminded myself why I set my goals. This helped me see that my goals are still important.

When I looked at my progress, I saw that I had done well in some areas but needed to improve in others. By thinking about what worked and what didn’t, I was able to reset my goals and make a clear plan for the next six months. Using ClickUp made the whole process easier and more organized.

Remember, a mid-year review isn’t just about checking your progress. It’s also about learning and making changes. By taking the time to reflect and adjust, you set yourself up for success for the rest of the year.

Using ClickUp for planning out the rest of your year.

You can use almost any tool, down to a paper and notebook to do your planning. But if you read my blog, or my emails, you will know that I can’t really mention something business -related without talking about how to do it digitally.

I have shown you how to add your goals to Airtable in a previous blog.

— Check out Goals in Airtable here —

Now it’s time to do it in ClickUp. I use to do my goals in Airtable, but have recently tried to do it in ClickUp since that is where all the projects I create actually live. It is better to keep your goals in a place where you can see them and remind yourself.

Check out my video below.

The only way to learn something is to USE it!
Grab my FREE Productivity Workbook below

Looking to learn more?

Check out these blogs:

Simple Task and Project Management 👈

Planning your Week and Calendar Scheduling 👈

How to focus on the right things 👈

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Favorite tools for digital organization with ADHD

Uncategorized / Ana Natkins

My favorite tools for ADHD organization

John J Ratey, the author of “Driven to Distraction” an awesome book about ADHD by someone with ADHD, said

“The modern world, with its speed and constant barrage of stimuli, can overwhelm anyone. For those with ADD, it can be especially difficult to filter out the noise and stay focused.”

Just look around you at all of the sources of noise, music, social media. All of the noises, bings, bongs and clicks specifically designed to get your attention and pull you in 50 different directions. Throw in some kids and all of their sports, music and social activities, let alone home maintenance and… gasp taking care of YOURSELF. (Speaking as someone who still hasn’t showered today and it’s almost 8PM).

The first thing I try to do is cut OUT all of the extra noise if I’m feeling especially overwhelmed and chaotic… but we have to realize that technology is part of our life, and it within itself is not a bad thing. In fact, there are many ways technology can actually help those of us who struggle with focus and organization.

This blog is meant to help you use technology as a tool and not a distraction for your adult adhd. I am sharing with you tech tools I personally use to organize my life and settle my nerves. The tools that I haven’t yet used have come to me highly recommended by people I know and trust and also are neuro-spicy… so I don’t come to this list lightly or without thought.

What Are the Best Tools for ADHD Organization?

Struggling with ADHD organization? Try these top tools: Google Sheets for task lists, ClickUp for project management, and Google Calendar for scheduling. They are user-friendly, flexible, and work across devices, making it easier to stay organized and focused.

What to look for when choosing tools to help with ADHD

First thing to cover is a general list of things I look for when deciding or considering trying an app or tech for any reason.

Although Attention Deficite Hyperactivity Disorder (or ADHD) has Hyperactivity in the label, it is not necessarily a problem with activity levels of the body, moreso the brain. This is why I have come up with the following list specifically for those looking for organizational tools to work with this specific challenge.

It must be easy to use. I don’t have time to figure out complicated tech, and I’m techy! It should be clean, user-friendly and well organized that doesn’t make navigation a chore
It must be somewhat flexible with options that allow me to cater it to the way that I work. If I have to work too hard to fit it into my life or create a habit using it, it won’t work, period.
It should be able to work seamlessly across different operating systems and types of devices… think Desktop, Mobile phone or voice-activated smart-device
It should allow other people to be able to “see” what you are doing, especially in terms of to-do lists, projects or calendar events that they may have a stake in, whether it’s your family or your work-colleagues and clients.
Along with flexibility, it should be somewhat customizable in terms of setup, colors, tones, volume in order for it to work with the way your brain works, or in our case, doesn’t work sometimes.

With these guidelines in mind, let’s dive into different parts of our live that technology can help with.

A brief note to those with ADHD

All neuro-spicy people have executive function struggles. Some of us “hyper-focus” on these and find ways to alleviate the stress it causes (Ahem, ME!) and some of us just figured we will never get our shit together (um, also me some days).

Thats why the first and probably most important list of adhd organizational tools list are to HOW to get and stay organized with all of the “things” that we must do as adults in our lives.

Caveat, there is no one tool that will take away or solve all of our problems. The effectiveness of the tool is 20% how it’s used an 80% your motivation and/or commitment to use it. Learning organizational skills outside of the technical is as important as the tech skills themselves. The tools I go into below have specific things that are helpful for those that are ND, but everyone is different, so somethings that may be helpful for 1 person may be overwhelming for another.

Getting Organized with your “To-Do’s”

Tool 1. Google Sheets

https://www.google.com/sheets/about/

It is free if you purchase the google suite, and it’s tried and true column and row format is great for listing out everything in your head and then categorizing it. You can make a quick notes about each thing and even put in a column for notes. Before I discovered the many tools created for project management out there, I used Google sheets to keep everything straight, from my daily tasks and projects to my school notes and papers.

Tool 2. – ClickUp

www.clickup.com (affiliate link, thank you for clicking! 🙂 )

Of all the Project management-specific tools out there, I have to suggest this one. Time and time again I’ve worked with different tools that always come up short in one department or another, whether they don’t have the ability to view tasks in different ways or keep track of the time spent on each one.

Some individuals feel as though ClickUp is too complicated for their brain, and I get it, it does need some setup. But I also feel that there is NO Project Management tool out there made for “your” brain specifically, and being able to “create” one with a little practice and know-how will allow you to move beyond the initial learning curve and manage your workflow with expertise.

I have a few other articles, talking about why ClickUp is a great tool for small businesses, but in short, it’s because you can see everything you need in one place, you have access to note-taking tools such as the under-rated ClickUp Docs, and it can integrate with other platforms (ie Airtable) so that you never have to leave it to get work done.

Tool 3. Google Tasks

Google Tasks

When I first started working in my and other people’s businesses, I discovered this little side-tool known as “Google Tasks” that is part of the Google suite.

I love it because it can be opened up at the same time as most other google programs, allowing tasks to be added without actually leaving the program or looking somewhere else. It is simple (which us ND people need) and you can still categorize tasks for different parts of your lives.

I have since moved onto other tools

Honorable Mentions or other tools that other smart ADHD people use:

Notion

www.notion.com

I’d be remiss to not mention this little tool that so many of my friends and colleagues have used. The reasons why it doesn’t make the top of my list for ND folks is because it’s main purpose is NOT to be a task management tool, though it has some functionality, but because it’s more of a note-taking tool.

Monday.com

www.monday.com

Also a solid project management tool, it’s graphic nature is easy on the eyes and just “feels” good to use which is important to a lot of ADHD individuals, where aesthetic may be important enough to encourage actually logging into the tool. It also has some decent automations and dashboards that help with organization and collaboration. If you need help to complete tasks, Monday is worth checking out.

Managing your Time

Time management, time blindness, and losing oneself in various projects are common adhd symptoms. We are familiar with missing meetings accidentally and not turning in assignments on time due to procrastination or just not REALIZING something was due. It’s not lack of knowledge, it’s lack of the ability to be aware of upcoming deadlines without it right in front of us or someone telling us.

This is why using tools to help manage your time in multiple ways can be so important for us. Especially those who are managing multiple schedules of kids, clients and team members.

These are my favorite tools to manage that time as well as some non-digital tips and tricks.

Tool 1. Google Calendar

You probably knew there would be a section in here about electronic calendars. I don’t use Apple Calendar or the Microsoft version, though I know that there are similarities with them so I won’t talk about them in this post, but I do want to at least state that they are an option.

The reason I use Google, versus the others, is that it is available on ALL devices, even devices that aren’t my own, which makes it much easier to share with others that aren’t Apple-faithful or don’t purchase Microsoft Suite. It really is on a platform that can be used by all.

Even though I understand the draw of a paper calendar, and I too use a paper calendar in our kitchen to keep our weekly schedule straight, I also use Google Calendar because I can integrate it with all of my work tasks.

It also has the ability to have multiple calendars (personal, business, client, family) in different colors and to be able to turn them on and off when needed.

Because it integrates with so many other tools, you can embed it or integrate it with any type of management tool you use. I talk about how I use it here.

https://www.anasimplesolutions.com/create-a-digital-calendar-organization-system-that-works-for-you/

Tool 2. Amazon Echo

Yes… Alexa, the name that shall not be used 😉 .. (I do prefer it over the Google version).

I know some people do not like the voice-activated virtual assistants, and though I understand the concerns, I have to admit that “she” (it) has been instrumental in keeping my meetings in check.

Did you know that you can actually hook up your Alexa to your calendar and HAVE HER REMIND YOU OF MEETINGS 10 minutes or so before they happen?

As someone who needs to avoid the constant stimuli of pop-ups on my computer but needs the important stuff to come through so I don’t miss anything, this way of getting clear reminders is game-changing.

To Connect your Alexa to your Google Calendar, just go onto the Alexa app, go to Settings and then “Calendar”. You can add one from Google, Microsoft or Apple.

To have your app actually ANNOUNCE from a specific calendar, navigate to Alexa Reminders you will need to set a reminder in your actual calendar app.

In google, you can set multiple reminders for the same event (it defaults to 1 reminder 10 minutes before the event) and when that time comes, the Alexa device you associated with the calendar will remind you.

Tool 3. Motion

https://www.usemotion.com/

Now, I am mentioning this tool because I have used it, and it is helpful, however I do not use it anymore because the price was too high for something that I do myself every day. I like to have a little more control of my priorities than Motion gives me, but let’s discuss what it is first.

Motion is a calendar and time-management tool that caters to ADHD people. Their slogan, “Use AI to play your work automatically”, sounds like it’s the ultimate digital adhd planner. And it is… almost.

The strategy is to put all of your tasks in this tool, estimate how much time it takes and it will automatically find time on your calendar to get things done.

For some, this can be such a relief to not have to constantly think about what to do next, but as I already have a morning planning session every day to figure out priorities and I use ClickUp as my PM tool, I didn’t see the point in adding another $19 (the price of the lowest version) to my monthly bill if it was just a another tool.

If you use it, I’d love to know your experience!

Staying Motivated

Staying motivated is a common struggle for us who need the dopamine fix or classically have low motivation. Even if it’s something we KNOW we need to do to get to our ultimate goal, if it doesn’t interest us, it is SO difficult to make it happen. This is where systemizing our motivation and habits comes into play.

Creating games out of typical “mundane” tasks or just taking the time to take care of yourself can be the difference between getting shit done, or not. The next few apps aim to making habit formation FUN (which is a key piece of Atomic Habits teachings).

Tool 1. Finch

https://finchcare.com/

A mobile phone app that aims to make self-care fun by keeping a “pet” (called Finch) and helping it grow through habit creation. It’s cute, simple, and helps you feel good every time you do something big… or small… or anywhere in between.

I started off using it, and I like it, but I’m more internally motivated and experienced and doing some of the self-care motivation, so I found myself a bit bored with it after a few weeks, but really noticed how it could be helpful for someone who’s self-control isn’t as well-honed as this 46 year old mama.

Though it does have a monthly charge, I could see using it to start good self-habits like a) getting enough sleep b) getting out of bed in time to have a few minutes of peace before the kids get up or c) drinking enough water.

Tool 2. Habitica

https://habitica.com/

I have to be honest, I haven’t tried this one yet… but oooohh boy I want to! I LOVE the 8-bit graphics, takes me back to my first days in MMORPG games (Everquest anyone?). 🙂 Specifically for those of us who like halflings and dragons. To be honest, this is very much like Finch, but aimed for a different type of crowd.

You add in the things or tasks that you want to do or get better at, and you complete them to purchase items for your inventory or for specific parts of quests to “level up” in the game. (I’m already wondering what the epic quest would be….. would I have to run 5 miles every day???)

If you put tasks in and you DONT complete them… then you lose Hit Points or you take “damage” if you are battling a monster. (you KNOW you are geeking out with me right now). I may do this with my boys to see if it helps their habits get better too.

You can play it on desktop (my preferred) or on mobile which makes it acccessible from anywhere.

While you can sign up for this for free, there are optional subscription packages for $4.99 per month, $14.99 per three months, $29.99 per six months, and $47.99 per year.

Tool 3. Streaks

(streaksapp.com)

For those who like to “keep it simple”, but still need the motivation to keep up with good habits (you know, like brushing your teeth and walking the dog), I really like this app.

The point of this is to focus on the important things and don’t pack your task and/or habit list with so many items that you will become easily overwhelmed and give it up.

You are only able to schedule 24 things to “track” at a time, and can even schedule the days that they should be done to help encourage consistency.

Health-related activities (walking, exercise, sleep) can even be related within your health app on your phone if that is something that you measure.

It is also affordable at $5.99 (at the time of this writing) though it is only for your phone, so if you are more of a “desktop” user, this may not be for you.

Remembering all the things

If there’s one thing I struggle with when it comes to my own Neuro-Diversity, it’s remembering all the things. Especially as a busy mom who not only manages my own schedule, but the schedule of my kids and our family. If it’s not written down, it probably won’t happen.

Even when it comes to physical objects, if I don’t have a “place” for it (or 2 places, we have an upstairs and downstairs in our house, so I need to designate two places for important items) I won’t be able to find it. It’s maddening some days.

The same goes for my digital life. In fact, most of my work NEEDS to be organized or I will spend way too much time looking for it and probably lose interest and go do something else.

The next apps that I recommend are super-important to keeping my life in order and functioning within my job at a high level.

Tool 1: Google Keep/Google Drive

https://keep.google.com/u/0/
https://www.google.com/drive/

Google Keep is great for capturing ideas on the run. Especially because it can transcribe your voice. I have used it many times to jot down ideas when I’m out walking the dog or listening to a particularly good podcast but not at my desk. In short, Google Keep (part of the google suite) is a free note-taking app that allows users to create and organize their notes, lists, images and audios.

I am not an advanced Keep user, like I said I mostly just use it to collect my thoughts when out and about, but it is possible to create organization within it using color coding, labeling and pinning. If anyone out there is an expect Google Keep users, I’d love to know your experience

Google Driveis where I put ALL of my files. Much like a library, every “type” of file has a place it belongs. I spend an hour or so every month organizing the files and/or trashing the ones that don’t matter, because being able to FIND them is the whole reason for having them. Being able to store different kinds of files, from images to PDF’s and even Word Documents is also a draw as I get many kinds of documents from many kinds of people.

However, even if I organize well, it still can be difficult to find specific files, especially if I don’t remember exactly what I named them (which is why naming convention is important), but also having a place for Quick Links” or “Table of Contents” is also important… which is where my next Tool recommendation comes from

Tool 2: Airtable

www.airtable.com (this is an affiliate link, thank you for clicking! 🙂 )

I would be remiss to not mention one of my favorite tools out there. This one is an easy one to miss or not understand because it is mostly thought of as a “fancy Excel document”, but like many business owners have realized, it is SO much more.

Airtable is the Swiss army knife of tools. It is so flexible, that you could run everything out of it, from project management to your CRM, but what it really excels at is organizing your information. That is to say, all of the data and information you have in your business, from your products and services to Customer Details and Content creation and management.

It allows you to link your information (like Clients to the products they purchase), send out emails automatically (through automation) to those clients, add comments about a client’s wants/needs and display it in multiple different ways (kanban, calendar, list).

Find out more about it on my Blog Article HERE: https://www.anasimplesolutions.com/airtable-for-adhd/

Tool 3: Lastpass

https://www.lastpass.com/

I didn’t know if I should include this in this category, because remembering passwords is a subject all on it’s own, but in interest in keeping this article SOMEWHAT manageable, I lumped it in with the “remembering” portion. Because let’s face it, passwords can be the bane of our existence.

There are a bunch of password programs out there, and though I have tried them all, Lastpass seems to be the one that I stick with the most, mostly because it is easily accessible on my chrome browser and my iPhone and does exactly what I need it to do.

The whole point of password tools is to keep passwords safe and accessible for those that need it. You are able to share passwords “secretly” with other individuals on your team or to consultants that you work with and then easily adjust the access when they are off the project. They also remind you when you have a security risk, or if you have too many passwords that are the same (Ask me how I know!)

You can also save other information, such as Credit Card info or Bank info within Lastpass if needed. Just make sure you save the Lastpass LOGIN username and password somewhere safe (preferably not on your computer.

Honorable Mention:

ClickUp Documents / OneNote

I need to mention note-taking apps within this section as well, because they are vital to how we work.

A lot of notes I actually do write down physically during a meeting. In fact, it’s a great way to make sure the information stays in my head, however I typically transfer that information into a ClickUp Document (you can also use Microsoft OneNote) and organized in a way that makes sense for you.

Client notes I keep as a tab in the Client List. Proposals are added to my Proposal folder and linked to the CRM (that I have in Airtable). They are also great for meeting notes and/or sharing information from Client projects with them as documents are able to be shared outside the organization without “permission”.

Reducing Distractions

Sometimes we just need to “get the thing done”, and in those situations we need to figure out HOW to get ourselves in a state to actually GET it done.

Anyone who has ever been overwhelmed because they have so much to do, they don’t know where to start… these are for you.

Overwhelm is caused by a nervous-system overload, constant anxiety, all the time. The first step it to reduce the nervous-system overload, whether that be by meditation, clearing out the clutter, or just reducing all of the distractions.

Some of my favorite Distraction Reducing tech include

Tool 1. Calm app

https://www.calm.com/

I’ve been meditating or deep breathing since 2020 or so when I first started suffering the effects of constant anxiety and burnout. Add in a little Covid shutdown and I couldn’t get through the day without doing some deep breathing or at least 10 minutes of meditation.

The Calm app is super helpful with guided meditation, as well as focus music that I constantly use when I am looking to head into hyper-focus mode quickly. In many situations, this app is my focus keeper. (For some reason, my auditory senses need to be stimulated with non-verbal music to make my mind calm).

Well worth the fee (I pay yearly, 69.99) Right now you can buy lifetime for $399.99, but I reserve the right to change my mind. 🙂

Tool 2. RescueTime

https://www.rescuetime.com/

Know the value of tracking your time, but can’t remember (or don’t want) to do it. This app may be just what you are looking for. Why track your time? Well, how do you know what you are spending your time on, or how to change your behavior, spend more time on things you love if you don’t know WHAT you are DOING right now?

Believe me, I hate tracking time, but I love being able to see how I spend my time. That’s where RescueTime helps me out and feels like a better option than manually doing it.

RescueTime is an app you can install on your computer and mobile devices to automatically track the apps you use, the files you open, and the websites you visit. It logs the amount of time you spend on each. You can turn it on and off as needed, or set it to run automatically during specific days and hours. It also features a pause button preset for 15 minutes or one hour, making it easy to disable during breaks.

It isn’t free (But with technology that does that, I don’t think it can be free), but it is as low as 6.99/mo if you pay by the year.

Otherwise you can use THIS! (Time Tracker https://www.anasimplesolutions.com/time-tracker/)

Tool 3: Unroll.me

https://unroll.me/

Email. It is the bane of our existence, and yet we need to be in our email inbox to make sure we are kept up to date of everything going on. Whether it’s family, your kids soccer coaches, the PTA, or just the lady down the street asking if you can walk their dog next weekend. Email is a necessary evil.

I aim to make it less evil by clearing out the clutter and only focusing on the important pieces.

There is a much larger blog post, or dare I say training to help with this, but the first step I would take would be to sign up for unroll.me. It is a little app that you can connect with your inbox that automatically un-signs (or dare I say, “unroll”) you up for those newsletters you wanted to be part of, but no longer have time to read.

It also asks you if you still want to receive certain emails and will send you a periodic list of the emails it has pulled out of your inbox. Best of all, it does this for free. https://unroll.me/app/inbox

Honorable mention:

Momentum (with Pomodoro timer)

So this little app I have used for years… and mostly enjoy it for the serene images and motivational quotes it gives me on a daily basis. But this simple little chrome extension has many more possibilities.

I like to make this screen my “home” screen when I start up my Chrome browser for the day. It shows a different background image and motivational quote, as well as a clock with the time (important for us who get time blindness) or a Pomodoro timer (you can choose which you like).

(For more on the Pomodoro technique, and how it can help those with ADHD, check out this article here

Hidden in the corners are buttons that can help you focus your day. From focus tips to the weather in your area, as well as the ability to add tasks and main items for the day, this little app feels serene and simple. I use the free version but you can upgrade it and get even more functionality. like integrating it with your project management tools and note-taking.

OneTab

https://www.one-tab.com/

OneTab is another google chrome extension that helps save up to 95% of your memory on your computer by clicking the “OneTab” icon in your extension bar and instantly converting all of your tabs into a list. For those of us who have too many tabs open all the time, get lost in them, but don’t want to close them because we have 5-10 projects going on in those tabs, this is a GREAT alternative to A. Calm the Chaos B. Save your computer from constantly updating all of those tabs all the time.

Automations to reduce admin

One type of app I haven’t mentioned yet are automation apps. That is because it is the process that saves you time.. not necessarily automations. But if you have a good process down and want to start delegating your administrative tasks to something or someone else, you may consider the following applications to help you.

While many more tools are having internal automations within their “umbrella” of services, there are only a few real automation tools that I would suggest.

Tool 1. Zapier

https://www.zapier.com

Zapier helps streamline workflows and cuts down on distractions. By automating repetitive tasks, it lets you focus on what really matters and boosts productivity. The easy-to-use interface and customizable triggers mean you can set up automations without needing tech skills. Plus, with its wide range of app integrations, Zapier connects all your favorite tools, making it easier to stay organized and on track.

Tool 2. Make

https://www.make.com/en

Make (formerly Integromat) is another awesome automation tool that’s great for people with ADHD. Like Zapier, it streamlines workflows and cuts down on distractions by automating repetitive tasks, helping you focus on what really matters and boosting your productivity.

What makes Make stand out is its visual interface. You can easily create and manage automations just by dragging and dropping elements. It also lets you customize automations more deeply, so you can tweak everything to fit your exact needs. Plus, Make handles complex workflows with multiple steps and conditions like a champ.

Other tool recommendations to help out ADHD individuals

Whimsical

One of the best ways I have found to help my ADHD brain remain focused when learning new information is to mindmap in order to understand how separate thoughts relate to each other. I also do a lot of process mapping when it comes to working with my clients and my own processes to really figure out what happens when and where things can be dropped or automated.

Enter Whimsical. There are other tools, like Miro, that also are great collaboration and mapping tools, but I have found Whimsical to be extremely easy to use (which is important when taking quick notes) and able to share with others when need be. I have it open on most days just to make sure my thoughts are aligned.

Grammarly

www.grammarly.com

I would be lost without this free little plugin. I absolutely love that it catches my mistakes, mispellings, and makes recommendations for my writing to sound better. I am constantly forgetting when I should use initial caps, if I should you “it’s” or “its'” (sorry grammar nerds!), so I heavily rely on this little app to make sure that I sound like a real adult. 😉

ChatGPT

As the newcomer to the group, I talk to ChatGPT multiple times a day, whether I need to bounce ideas off of it, or have it check a paragraph I write for clarity, or even just to get ideas about the next blog post or even a course or two. It’s like my well-educated assistant.

For those that are a little wary of AI, I completely understand. But remember it’s all in how you use it, AI in it of itself is not a BAD thing, in fact it can be extremely helpful to keep you on track and not lose yourself when something feels “hard” or if you can’t come up with any ideas. And remember, you probably won’t be replaced by AI, but you may be replaced by someone who DOES use AI, so look at how it can help you in the long term and learn how to use it now.

Conclusion

Nothing can replace good habits and when all else fails use paper and pencil. Nothing replaces planning each day based on your values and goals.

But once you have those intangible pieces of your life in place, then finding the right tools to be able to help you with your neuro-divergent brain is vital to keep you on track.

Also, these are just suggestions, and they work for me and my clients, however, every person is different and you may find paper and pen to work just fine for you. That is awesome (and one day I will talk more about bullet journaling as a great way for ADHDers to organize their life).

In the meantime, I hope these suggestions are helpful to you, at least to check out and broaden your horizons as far as what is out there that can and are helpful to those that struggle with our executive function.

If you like what you have read here, or want more help achieving this balance in your work or in your life, check out my productivity workbook or look into my Simplify & Conquer service where we walk through your business processes in 90 minutes and you get personalized actionable steps to reduce the chaos and simplify your systems.

Looking to learn more?

Check out these blogs:

Cultivating Productivity and Mindfulness every day 👈

Managing distractions as a word from home mom with ADHD 👈

Airtable and clickUp Workflow: Optimize Your Processes 👈

The only way to learn something is to USE it!
Grab my FREE Productivity Workbook below

Favorite tools for digital organization with ADHD Read More »

Maximizing Efficiency with SMART Operations Goals

Uncategorized / Ana Natkins

Achieving Success with SMART Operations Goals

It’s the time of year when the leaves are starting to turn, I am starting to spend more and more time at kid’s fall sports activities and we are inching on the last 100 days of the year. It’s also when I start thinking about SMART Operations goals for the following year.

This is the time when even if your business isn’t on the typical quarterly or yearly planning system, you start to think about the next year in terms of how you want to accomplish. If not professionally, personally.

Is this how your head feels this time of year? Too many sticky notes with reminders? Too many tabs open and your processor is starting to overheat?

For those of us with small businesses, now is the time to take stock of where we are to reflect on the past year and narrow in on how to move our business forward next year.

2023 has been a difficult year for some and has really outlined the importance of marketing and sales and being able to pivot your business to your target clients’ needs. Granted, this is not an official study, but definitely what I’ve been hearing in the many conversations I’ve been having.

So I am deep diving into goals today, not only for those that need it, but also to remind myself about the importance of SMART goals, why the framework exists, and how it helps small businesses.

What are SMART operations goals?

SMART operations goals are specific, measurable, achievable, relevant, and time-bound objectives that organizations set to improve their operational performance. These goals help businesses streamline their processes, reduce costs, increase productivity, and skyrocket customer satisfaction.

For those of you who haven’t been in the business world for long, or dozed off during that business class in college, SMART goals are a way of creating goals that help organizations create solid goals for their organization that can be understood, measured, and assessed quickly.

SMART is an acronym meaning Specific, Measurable, Achievable, Relevant, and Time-bound.

Before going into what each of these means, let’s talk a little bit about what it means to set goals in your business, and how even though each of us works differently, having a practice to create visible goals or “landmarks” in your business is beneficial, even if you aren’t a specifically “goal-oriented person.

Setting goals helps to give clear direction and vision for the company and its employees

As a systems person myself, I have found a lot more luck in establishing systems and habits in my business, than having a goal in mind and trying to figure out how to reach that goal day in and out. However, I was going about the goal-setting business in the wrong way before. Goals should be the end point of your systems and habits, not an island alone in the ocean that you are trying to get to on a boat without a paddle. (Yes, I did make up that example by myself, thank you).

Goals (SMART Operations Goals) help provide the endpoint and help establish the roadmap for where you want your business to go. Systems, projects, and habits are the vehicles that drive the journey toward that goal.

We will talk more about establishing the roadmaps… I mean systems based on the goals later, but actually identifying WHAT you want to do, is the first step. (I mean, you aren’t going to hop on a plane and not know where it’s going, are you?)

What does S.M.A.R.T. stand for?

S is for “Specific”

Specific means precise. I am someone who thrives on definitions. As someone who knows a lot of words can be ambiguous I’m always clarifying what my clients (or my husband) say to make sure I understand EXACTLY what they are talking about. This is a great example of the need to be specific in your SMART goals so everyone can understand them.

For example… saying that you want to increase sales… is not specific enough. (well no $#it sherlock). A more specific goal might sound like, “I want to increase sales of my Service by 10% in the next quarter”.

Another example may be, I want to increase my marketing by posting on Facebook every weekday for the next 90 days.

This level of clarity eliminates guesswork and gives a definite direction on what you and the team need to work on.

M is for “Measurable”

A SMART Operations goal that is Measurable means that there is something about it that can actually be measured, and it’s not just a subjecting understanding that “yeah, I made more sales”. It needs to have some property to it that you are able to count in order to prove its success or gauge progress.

Example of a goal that isn’t measurable. “Gain more customer feedback to improve our service.” This is vague and there isn’t anything specifically measurable about it.

Example of a measurable goal: I will ask 100 clients for feedback and receive 50% back. This is definitely measurable (in terms of sending 100 clients for feedback, and the word required to get at least 50% back)

A is for “Achievable

I always find the “Achievable” goals the hardest for me to be realistic about. You always want to set goals that push you to success, but are not so high as to discourage you from doing the work. (We only have so many hours in the day, after all, and self-care and time with family and friends are important).

I’m sure we’d all love to double our business in 90 days, but would that actually be achievable in the time you or your team have? Would it make more sense to have that goal for a year, and identify some projects or smaller types of goals that are achievable that will get you there?

Example: I will increase social media interaction by 15% in the next 90 days.

Bad example: I will double my social media following in the next 30 days.

R is for “Relevant”

The “R” always makes me laugh a little bit, because it basically is using common sense when establishing your goals. Making something relevant means making sure it is actually in line with your business values and your future vision. This is where Business and Strategic Objectives really come into play.

As someone who has worked with many clients on their strategic objectives, I know first-hand how they can really provide the roadmap for business owners to get unstuck and drive their business forward.

If a business has a business objective to improve student learning outcomes, they may create a goal that includes “introducing interactive e-learning modules for challenging subjects, aiming to improve class average scores by 8%.

T is for “Time-Bound”

Lastly, the “T” stands for Time-bound. In short, this just means that the goal should have some sort of time frame that it should be achieved by. Otherwise, it’s a goal out there just hanging there waiting, with no sense of urgency on taking the steps to get there.

Time is also one of the project management rules for creating tasks and projects. There should never be a project or a task that doesn’t have a date tied to it. Otherwise, it’s just an idea, not an actual task.

🍁 (For more on project management, check out this blog post .) 🍁

Sometimes Deadlines can be intimidating, but they are necessary to instill a sense of urgency and motivate motion and movement where there may otherwise be none. If we know we need to get up early to catch an early flight, we will definitely be setting our alarms to get up then.

An example of a good SMART goal for Time-bound would be “I want to write a 1000-word blog post every week for the next 3 months”. 🙂

Challenge Accepted!

SMART Operations goal examples

So, now that you have been familiarized (or re-acquainted) with what smart goals are, why don’t we supply you with a bunch of possibilities that may be applicable to your business?

I have separated them into the 7 strategic objectives that I cover in my Strategic Objective Mapping VIP Day (Called Simple Path to Success) to help get you started. If you are interested, check out the first step to get qualified HERE.

Check them out and figure out which parts are Specific, Measurable, Achievable, Relevent and Time-bound. (Practice makes perfect!)

How many of these have sparked your ideas on what to focus on for the next Quarter?

Need help? Would love you to check out my Simplify and Conquer 90-minute intensive to help figure out the NEXT best steps to take on your business ownership journey from a certified Director of Operations and Project/Data Management specialist.

SMART Sales Goals:

Increase the quarterly sales volume of our premium product line by 15% over the next three months by expanding our sales team and introducing targeted promotions
Sell 3 VIP service days a month for the next 3 months by increasing networking and marketing efforts
Boost cross-selling rates by 10% in the next quarter by training the sales team in our product ecosystem and offering bundled promotions for complementary products.

SMART Visibility Goals

Boost our monthly website traffic from organic search by 25% over the next six months by implementing a content-focused SEO strategy.
Achieve a consistent 10% monthly growth rate in our Instagram followers over the next quarter by posting daily, hosting bi-weekly live sessions, and partnering with brands complementary to ours for giveaways.
Boost our email open rate to 25% and click-through rate to 5% over the next three months by segmenting our email list and introducing personalized content based on user behavior.

SMART Operations Goals

Decrease product return rates by 8% in the next year by enhancing quality control measures and providing clearer product descriptions.
Decrease average service delivery time by 10% over the next quarter by optimizing team workflows and investing in advanced project management tools.
Shorten the client onboarding process by 3 days within the next 6 months by implementing a streamlined digital intake system and assigning dedicated onboarding specialists.

SMART Team Goals

Achieve a 90% employee retention rate over the next fiscal year by introducing a team reward system and employee engagement program.
Boost team productivity by 15% over the next quarter by implementing a new project management tool and providing time management training sessions.
Improve inter-departmental collaboration by launching bi-weekly cross-functional team meetings and achieving a 20% reduction in project miscommunications over the next 6 months.

SMART Financial Goals

We will increase our profit by 100% by increasing the process of our services and performing more of them every month
Decrease the average client acquisition cost by 10% over the next quarter by optimizing our digital marketing campaigns and enhancing the referral program.
Increase quarterly revenue by 12% over the next year by upselling additional services to existing clients and expanding our service offerings into two new regional markets.

SMART Client Experience Goals

We will decrease client turnover by 50% by redoing our onboarding process and clarifying all expectations and policies prior to working with them.
Achieve a 95% client satisfaction rate by year-end through introducing bi-monthly feedback sessions and implementing a client-centric training program for our service teams.
Integrate client feedback into our service offerings by implementing at least three major suggestions from our quarterly feedback surveys over the next 6 months.

SMART Product Creation Goals

Will create a pre-work product that will allow us to sell a smaller service upfront, still earn $$ while creating proposals, and allow the client to get to know us.
Will redevelop our beginner course to be a 2-month instead of a 3-month course, including a one-on-one session and weekly touch-bases by Dec 31 so it can launch in Q1.
Integrate our new scheduling tool into all of our consulting packages in the next 2 months, aiming to improve client booking efficiency by 25%.

Being SMART about it all

Navigating the world of business, especially in service-based industries, can be overwhelming. Especially when you have other aspects of your life that keep you from putting in the hours that you feel like you need to in your job. Central to this chaotic puzzle is the art of setting solid, actionable goals. The SMART formula comes into play, helping us carve out simple, clear, realistic, and, most importantly, achievable targets.

But, setting these goals is just one side of the coin. Keeping the momentum and passion alive is the other. The creation of simple habits, like breaking tasks down or celebrating small wins can make a huge difference. Enjoy the journey, not just the finish line.

By blending the clarity of SMART goals with the right motivational techniques, any business, big or small, is better equipped to ride the waves of challenges and triumphs, making the journey both productive and fulfilling.

Tools to help you set up your Goals

If you appreciate having a tool to streamline your goal-setting process, our Airtable Goal Planner template might be just what you’re looking for. It offers a simple way to lay out, monitor, and reach your business aspirations. Explore the Airtable template here.

https://anasimplesolutions.thrivecart.com/airtable-goalplanner/

This is a really good way to find out more about Airtable as well!

Looking to learn more?

Check out these blogs:

Planning your life by priorities

Simple Task and Project Management

Organizational Values (Big Rocks)

Maximizing Efficiency with SMART Operations Goals Read More »

Mastering Client Communication: Tips for Success

Uncategorized / Ana Natkins

As a business owner, you know that effective client communication is key to success and shows professionalism. But what exactly does it mean to communicate effectively with your clients?

In this blog, we will delve into the ins and outs of client communication and explore why it is so important for your business. From building rapport and transparency to understanding timelines and needs, we will cover all the essential aspects of effective client communication. Additionally, we will provide you with five best practices that you can implement right away to improve your client communication skills.

We will also discuss how to choose the right communication tools for your business and highlight common mistakes to avoid. Get ready to master client communication and take your business to new heights!

What is effective client communication?

Effective client communication is all about listening well and sharing clear, easy-to-understand messages. It’s about checking in often and sharing updates to keep your clients in the loop. Building trust with honesty and openness is really important too.

To communicate effectively, you also need to pay special attention to your client’s needs and try to answer their questions before they even ask them. It’s about being clear about what each party should expect from each other and treating each other with respect.

Simply put, effective client communication is a vital part of building strong, successful relationships with your clients. It helps everyone work together better and can lead to long-lasting business partnerships with a personal touch.

Why is client communication important?

Good client communication is like the glue that holds everything together. It builds trust and helps create strong relationships. By clearly explaining your services, costs, and what you expect, you can avoid confusion and disagreements down the line.

Not communicating well can hurt your business. It can give you a bad reputation and you could lose out on business opportunities. But when you communicate well, you show your clients that there are real, caring people behind your brand. It also helps you to stand out as an expert in your field

How good communication builds rapport with clients?

Making strong connections with your clients is key to building rapport and establishing trust with your clients.

This is the heart of great client communication. Keep the lines of communication open, honest, and understanding. This can take your client relationships to the next level. Think of ways that you can do that within your team by exemplifying this for them.

Listen carefully and approach every situation with curiosity. Show your clients you care. This can help you connect on a deeper level with them. In the case of verbal communication, make sure you let them know you are listening by not interrupting, pausing after they speak before you speak, and repeating a bit back about what they’ve said.

Always use simple, clear language and a pleasant tone of voice. There is nothing more aggravating to someone than acronyms or big words that may be somewhat ambiguous to your clients. This will ensure everyone understands each other and helps to prevent misunderstandings throughout your work with them.

Regularly updating your clients is important too. Making sure they don’t have to chase after you for an answer, or to know where their project is, is always a benefit. They will remember how easy you were to work with and be forgiving when things happen that may cause delays.

Otherwise, always make sure you’re meeting their needs. Strong client relationships don’t just bring satisfaction. They can also lead to recommendations and long-term success for your business.

Transparency in communication

Being open and honest is a big part of good client communication. Sometimes it feels more difficult to do this, especially if there are issues within the work you are doing, but the only way to solve these issues is to bring them to light. That is a good thing.

When you’re open and honest, it shows you’re professional. It builds trust with your clients. If this is something you may find difficult, or don’t quite know how to emphasize, the following tips may help.

Talk with clients in a clear and straightforward way. Don’t hide meanings or be ambiguous. Say what you mean clearly and directly. Avoiding any confusion or hidden meanings is key.
Manage expectations and avoid confusion. Give regular updates to make sure everyone knows what’s going on. This is how you keep communication clear and open.
Ask for Feedback: Encourage clients to share their thoughts and concerns. This helps keep communication open and can provide valuable insight into how you can improve your services.
Admit Mistakes: If something goes wrong, admit it. Apologize and explain how you plan to fix it. From the client’s perspective, it shows you’re accountable and committed to making things right.
Respond to requests in a timely manner. It’s okay if you can’t get back to clients immediately, but let them know that you will review all messages at the end of the day and will respond the next morning or something of that nature.

Doing this can help you build strong, lasting relationships with clients. It can also stop small problems from turning into big arguments.

To put it simply, being clear and open in your communication can bring better results and long-term success.

Understanding the client’s timeline and needs

Understanding your client’s needs and timeline is a key factor in ensuring effective client communication.

One of the first things I do when working with a client is ask about what they have going on in their business, what are their goals… what are they trying to achieve in the near and far term. Understanding this context will help you understand why they need your help (in whatever it is you are helping them with) and why it is important to them.

Listening closely to what they say and asking questions can give you a good idea of what they’re hoping to achieve as well. This information helps you tailor your services to fit their specific needs.

In regards to the timeline for the project, it is important to always communicate any changes that happen in this timeline as quickly as possible to the client. Many times this may be caused by the client themselves, but they will show much appreciation and trust in you if that is brought to their attention early and often.

Lastly, be open to feedback and be ready to make changes if needed. This shows you’re professional and committed to making your clients happy. This doesn’t mean spin on a dime if they ask, it means you can be flexible to accommodate “realistic” changes.

How to avoid jargon and provide clarity in client communication

Clear and to-the-point communication can’t be overstated. It’s a big part of building strong relationships with your clients and making sure they’re happy. When you use business jargon or slang it can be confusing and ambiguous as we mentioned above.

Be open to any potential problems or delays. (see my comment about client timelines!)

Use visuals, like flowcharts or data visualization for complicated information. This is a better way to help clients understand numbers or metrics especially if your deliverables depend on them.

Regularly check in with your clients and give updates. This shows you’re committed to being open and professional and avoiding any miscommunication when possible.

Following these steps can bring better results, help you build a good relationship with your clients, and avoid any misunderstandings.

The role of self-awareness and empathy in client communication

Good client communication is important in building strong relationships and making clients happy. Self-awareness plays a big part in this.

Knowing how you communicate, including your strengths and areas to improve, is crucial. This can help you change your approach to fit each client’s needs better.

Use active listening and ask the right questions as a first step, always trying to see things from your client’s point of view. This shows you have mutual respect for the client and their point of view.

Communicate clearly and professionally. Be self-aware and avoid industry jargon or phrases that could confuse your client.

The way you speak and the methods you choose to communicate, like email or phone calls, can also make a big difference. Being self-aware here is key.

By being self-aware in your communication, you can respect each other better, avoid misunderstandings, and create long-lasting business relationships.

Best practices for effective client communication

Setting clear expectations

Your first few meetings with a client can be exciting, creating a new project is always fun, but it is also the best time to set clear expectations on when and how your company works on its projects.

This is when you A.) establish a clear line of communication by articulating project goals, timelines, and deliverables and B.) establish a communication cadence and communication methods with the client.

This builds trust and ensures transparency from the start.

Some create a “how we work” or “Welcome” packet for their client and go through it in their initial onboarding to make sure that days off are communicated, and any policies regarding how and when to ask questions or request updates. If you don’t have this yet, it may be something you should think about creating as your business grows.

Also, clarify when and how you will update them on progress regularly to ease any questions.

Using client feedback to improve communication

Client feedback is key to getting better at client communication. Make sure there are ways for your clients to share their thoughts, like check-ins or surveys. Listen to this feedback carefully to improve how you communicate. Also, give your clients regular updates on how you are improving your own communication to keep them involved. Using your client’s feedback can help you build stronger relationships and get better results over time.

Choosing the right communication tools for your business

Picking the right communication tools for your business is as important as communication itself.

Are you going to use Virtual Meetings? The Phone? Email?

It’s important to pick something that works for your clients, but it is also important to pick something that works well for you. I encourage you to pick something simple and streamlined and even give the clients quick training on it as part of their onboarding process.

Making sure your tools allow you to establish clarity (as in video chat) or progress (perhaps a dashboard from a project management tool) will make everyone’s job easier and more effective.

I am a personal fan of ClickUp and Airtable to share information with clients.

👉👉 Check out my YouTube on Communicating using ClickUp 👈👈

Remember, it’s all about making it seem EASY for the client to understand and be able to feel good about the relationship, so think about how that would best work for you and your team.

Effective client communication software and quick chats

Something we haven’t touched on is how Clients can send quick communications through chat-like interfaces (read, Slack/Google Messenger). Establishing a client communication tool like chat is important and real-time messaging enables instant conversations and timely responses and can lead to increased client satisfaction. HOWEVER, it can also lead a team to be very reactive and start spending all of their time “problem-solving” instead of working to complete a project.

If this is a method that you’d like to offer your clients, make sure you are clear on your response time, and how they should request changes or voice concerns. Nothing throws a business into disarray like an unhappy client who can’t quite tell you what it is they are upset about.

Common mistakes to avoid in client communication

In the realm of client communication, a crucial aspect of running a successful business is ensuring effective and professional interactions and a high level of customer service with your clients.

One of the most prevalent mistakes is poor listening skills. Make sure you are treating them the way you’d like to be treated and don’t assume you understand what they are speaking about until you have the full context, even if it is a difficult conversation.

Not utilizing clear and concise language is also a mistake. Avoid jargon and acronyms that might only confuse your clients. Using simple words and providing relevant information, you can ensure that your messages resonate.

Another mistake to steer clear of is overpromising and under-delivering. Setting realistic expectations and delivering on them are integral to cultivating this trust, paving the way for long-term success. Additionally, diligently following up with clients proves your commitment to their satisfaction and is the best way to show that you value their business. Furthermore, actively seeking feedback is a surefire way to demonstrate your dedication to improvement and meet the evolving needs of your clients.

Frequently Asked Questions

What is the key to effective communication with clients?

Active listening is crucial for effective communication with clients. Understand their needs by asking open-ended questions. Use clear language, avoid jargon, and provide regular updates. Be responsive and timely in all forms of communication.

Why is communication in project management important?

Effective communication is essential in project management to ensure alignment among team members. It helps prevent misunderstandings and delays, while frequent updates and progress reports build client trust. Open communication channels facilitate feedback and allow for timely adjustments throughout the project.

Is it necessary to have all of these tools in order to be an effective communicator?

No, it’s not essential to possess all the mentioned tools to be an effective communicator. Understanding your client’s requirements and preferences is crucial. Select the tools that suit both you and your clients, such as email, phone calls, or video conferencing. Consistency and clarity in communication matter more than having the latest tools.

Mastering Client Communication: Tips for Success Read More »

Mastering Team Communication: Key Strategies for Small Businesses

Operations Management, Uncategorized / Ana Natkins

Mastering Team Communication: Key Strategies for Small Businesses

“Good communication is the bridge between confusion and clarity.” – Nat Turner

This quote is especially true when considering the communication within your team in your business.

Communication between team members, whether it be from employee to manager, CEO to team or team member to team member is like a bridge between two people, and the only way to make sure that the message doesn’t fall through the cracks is to make sure your messages are communicated on a well-constructed system.

Does your communication bridge look like this?

or this?

It is a competitive world for small businesses today, and it can be difficult to manage a team and be able to instruct, and communicate with them in a way the makes their role, their jobs, and your expectations of them clear.

Let’s explore the significance of effective team communication while providing insights and tools tailored for neurodivergent, women-owned businesses to boost collaboration, maximize productivity, and embrace their unique strengths.

Your team is your most important asset, Now is the time to help conquer communication challenges within your team. This this article will help you learn how to establish the habits and systems to create the clarity in communication across the board.

You stoked? Me too, let’s get started.

The Power Couple: Tone and Clarity in Communication

Having a perfect combo of tone and clarity in your messages does more than just boost communication – it’s the helps create an unstoppable and empowered team. It sets the stage for everyone to feel heard, valued, and inspired to share their ideas.

Let’s discuss each piece of this and how they work together in team communication.

What is tone? Why does it matter so much? Tone tells the underlying story or context of what you are trying to relay.

Tone

Refers to the attitude and emotions you convey in your message. It’s the subtext, the feel of what you say or write, and it comes to life through your choice of words, expressions, and even punctuation. In communication, the tone can make or break relationships, trust and collaboration.

Have you ever received an email that starts with…. “Per my last message”…

You can tell right away that the tone of the message is irritated and a bit passive aggressive.

If the email starts with something more along the lines of, “Hey! I’m sorry my last message wasn’t clear enough. What I meant was ……”

A few extra words conveys that you aren’t angry, but still pointing out that you answered the question but may have not been a way that the person understood.

Both messages convey the same information, but the tone sets a different atmosphere for the recipient.

Clarity

Equally important, if not more so, is the clarity of the message. It doesn’t matter if you spend 30 minutes structuring an email, if the information isn’t clear to the reader, then it’s not going to have its intended effect. When your message is crystal clear, there’s less room for misinterpretation, which ultimately leads to better collaboration and productivity.

“Great, I get it Ana, but I ALWAYS think my message is clear… at least to me. How can I make sure it’s clear to others?”

Well I’m glad you asked! How do you make sure your message is clear? Let’s see the following list for some pointers on how to make sure your messages are well-rounded, hit all the main points and doesn’t leave any pertinent information out.

Structure it: Organize your message in a logical and coherent manner. Start with a clear purpose, followed by supporting details and a concise conclusion. (Bonus point! create a template to create all of your messages from this! << insert message template here >>

Be specific: Use concrete, straightforward language. Provide examples and details that leave no room for doubt instead of vague statements and industry jargon. Write for an 8th grader!

Keep it concise: Say what you need to say in as few words as possible. Sometimes being too wordy can muddle your message and obscure the points you’re trying to make.

Ask for feedback: Checking your team’s understanding of your message can catch any potential misinterpretations or confusion, and provide an opportunity for further clarification. This is especially good to go over in meetings to make sure everyone has a understanding of any decision or action items.

So, to put these two concepts together, your communication tone, clarity and ability to see any possible issues or perspectives is a message that will not only help your team communicate with each other, but your approach to them as well.

The following list is good to keep in mind.

Be approachable: A friendly and relatable tone encourages open dialogue and sets the right mood for magnificent brainstorming sessions.
Keep it clear: Concise, specific messages help avoid the “lost-in-translation” trap, ensuring your team stays in sync and runs like a well-oiled machine.
Embrace empathy: Your team is more than just a cog in your business machine. Show compassion, and it will not only elevate morale but also strengthen your team’s bond.

Placing emphasis on team communication is simple, but not necessarily easy.

Devote time and energy to improving your team’s communication, and you’ll see the wonders it does for your overall productivity.

Determine communication methods. Always communication the same type of message the same way. (examples include: Project-based communication within the project. Personal communication within your messaging tool. Team-communication on an agenda and meeting.
Keep messages brief
- Hi XXX
- State positive message or introductory sentence to the rest of the message
- State question, comment or main point of the message. If it’s a longer message, use bullet points when possible.
- Wrap up message with pleasant outgoing statement. Good to have a few of these on hand.
- Salutation
- Name

Online Communication Tools: Beyond the meeting

So now that we’ve got the basics down, we can start to look at the cool tech that can help us communicate better with our remote teams. Nowadays, remote teams are more and more common, thus making communication tools even more important than they ever were before.

In the small businesses I have been involved with, there are three key tools that always need to be present in order to ensure smooth communication. No, these don’t include email. (Actually, email should be the LAST way to communicate with your team.) You need a way to allow your team to understand your company goals and vision and always have access to it, as well as a way to see the projects and tasks they need to do as well as talk about them, and lastly a way to have quick conversations, cheer each other on, or celebrate as a team.

(I am going to purposely leave out Zoom or video meetings for now, as they could be an article on their own with all the tools and digital meeting decorum they require)

👉👉 Check out my YouTube on Communicating using ClickUp 👈👈

Understanding your business at a glance

There is so much information and history for every kind of business, as to who you are, how you serve your clients, what you do, it’s hard for anyone working with you to grasp it all at once.

This is why I recommend utilizing Airtable as a way to bring all of your company’s information together in one place.

Typically the first thing I create for clients that utilize airtable is Business Hub, or Executive Hub that houses everything the business employees or the CEO needs to know about the business and find at the drop of a hat. I’ve also heard this termed as a “wiki”. It’s basically a table of contents for things like Brand boards, Zoom Links, Services, Team details, Course notes.

The reason I prefer creating this in Airtable is because you have the ability to view the information ins multiple different ways, making it easy to understand from anyone’s perspective.

Without a doubt, a Task List, or Project Management tool should be a no-brainer when it comes to increasing better communication. My preferred tool for this is ClickUp. Although it claims that it is the one app to replace them all, it really is a show-stopper when it comes to project management and task communication.

I can’t express the importance of keeping project communication within the project, and not in separate emails or slack messages or gosh-forbid…. TEXT messages.

The more you want your business to grow and be self-sustainable, the more important this becomes, and although excel or google sheets can be a great starting place, being able to create projects, send emails from the projects, track hours, associate documents within a variety of ways is the right amount of functionality for businesses that aren’t ready for the ERP systems, but find Trello too limiting.

Last but not least is the way to send quick non-project-related messages, random questions, or ideas to the group. While ClickUp has a chat functionality, most of my clients prefer the quickness of Slack. I too am a fan, as long as I’m able to turn off the annoying “Click-click” sound effect every time someone messages!

I only warn that it doesn’t become a distraction to work, or in your home personal life.

So with three tools, you have a good amount of support to clarify and help.

In essence, tools like ClickUp and Airtable aren’t just the sprinkles on your donut.

They’re game-changers for boosting productivity, clarifying team requirements, and creating a group that doesn’t just finish tasks, but totally nails their goals. So, let’s step up our digital game and embrace the future.

The Power of Active Employee Contribution and Casual Interactions

Now let’s take a deeper dive into the world of communication statistics. Here we’ll highlight the instrumental role of employees in strengthening communication. We’ll also explore why venturing outside the cubicles and conference rooms for some team-bonding can work wonders.

First, let’s look at the role of each team member in the realm of communication:

Employees aren’t just “cogs in the communication machine”. Each one is a vital player, intertwining their unique perspectives to create a vibrant tapestry of ideas.
This level of engagement morphs the workplace into a dynamic hub of collaboration and innovation.
The floor should be open to all voices. Whether it’s an innovative idea, constructive feedback, or a concern, every contribution helps navigate the ship.
Active listening is our secret weapon. Communication isn’t just a one-way street, it’s a dual carriageway where speaking and listening play equally crucial roles.
Nurture a culture of transparency. When openness becomes our second nature, trust thrives, paving the way for robust and healthy communication.

Then there is the added benefit of socializing outside of work:

In the digital and remote age, it looks a little bit different than meeting with friends at a happy hour, but there are still remote ways you can enjoy each other’s company. The following are the benefits

Deeper Connections. Sharing a laugh over a cup of coffee (digital or otherwise) or on a Zoom call helps to build bonds that transcend work roles and responsibilities.
Socializing unveils various sides of our colleagues. Understanding these different facets fosters mutual respect and empathy, two linchpins of effective communication.
Fun gatherings are morale-boosters. Sharing excitement for non-work-related events can inspire and introduce a deeper level of commitment, paving the way for open and enthusiastic communication.

In a nutshell, employees are integral components in shaping communication, not just passive receivers. Keep the conversations flowing and make room for shared experiences.

Frequently Asked Questions

Q1: How can I get my team to communicate better with each other?

Nailing this is like acing a triple backflip! Fostering an environment that encourages open dialogue is key. Value every input, promote active listening, and provide constructive feedback. Empower your team with the right communication tools to keep everyone on the same page.

Q2: What are the 4 C’s of effective communication?

Ah, the fantastic four! They’re Clear, Concise, Coherent, and Complete. These ensure your message is understood and doesn’t resemble a riddle from an ancient prophecy. Keep your message clear and to the point, maintain a logical flow, and provide all necessary information. Now you’re talking!

Q3: What role does empathy play in effective business communication?

Empathy is like the secret sauce in your communication burger. It helps you understand team members’ perspectives and respond effectively. It’s about tuning into their frequency and acknowledging their feelings. Remember, a little empathy can turn a good communicator into a great one!

Q4: What are some common barriers to effective team communication and how to overcome them?

Just like hurdles in a race, these can slow you down but not stop you. Barriers could include unclear instructions, information overload, or technological hiccups. Overcoming these takes patience and strategy. Provide clear guidelines, don’t bombard your team with excess information, and ensure access to reliable communication tools. Let’s leap over those hurdles together!

In conclusion:

Empowering your team with effective communication is the secret sauce to boosting productivity and fostering a strong, collaborative work environment. So, harness these insights, step up your communication game, and watch as your business blossoms into a powerhouse of innovation and success.

Looking to learn more?

Check out these blogs:

Business Documents that every Entreprenuer should have

Simple Task and Project Management

Top 5 ways to simplify your life

Mastering Team Communication: Key Strategies for Small Businesses Read More »

The Essentials of Business Communication

Operations Management, Uncategorized / Ana Natkins

Essentials of Business Communication

What if I told you that the secret to a successful business isn’t just a great product or service, but how you approach business communication?

I have often stated that even if everyone is speaking the same language, no one really understands the same language.

Ever heard of the phrase, “It’s not what you say, but how you say it”? That holds true in business communication as well.

Effective business communication can build strong relationships with clients, improve team collaboration, and ultimately lead to higher profits. So, pay attention to how you communicate – be clear, concise, and empathetic. It can make all the difference in your business’s success. wondered why some businesses thrive while others struggle. The answer often lies in communication. Whether it be in messaging to potential clients, members of your own team, or the clients themselves, how, when, and where something is communicated is much more than a sentence.

I have spent years in different types of businesses, large and small, and the one thing they all struggled with was communication. It is a large part of why I am such a fan of project management tools and spreadsheets and the “facts” they can provide so efficiently. But the fact is that communication is much more than words written on a page.

Communication is so vital to pay attention to in your business because it drives collaboration, productivity, and overall success, not only for you but for your clients as well.

Today I am exploring the role of effective communication in business.

Key aspects such as clarity, active listening, empathy, and feedback are discussed as crucial components. Improved communication can enhance productivity, strengthen workplace relationships, and drive business success. By mastering these skills, we can transform chaos into clarity, making the business journey smoother, especially for neuro-spicy business owners.

I just had an instance yesterday with a client, where I was locked out of her bank account. I needed access to it because I am in charge of running payroll. In order to reset the password I had to use her debit-card number as proof that I was allowed access to the account.

I entered the card number multiple times, along with her password, birthdate, and a multitude of other numbers.

In frustration, I let her know about the problem (instead of just trying to keep it to myself) and asked if anything had changed that I should know about.

Lo and behold, she told me she received a new debit card a few days before.

Had I NOT reached out to her, had I not explained the issue regarding the types of info I was using to get her into the account there is no way that she could have known that the new debit card was needed to regain access.

Think of the hours I could have spent talking to representatives of the bank before they clued me into that.

This is SUCH a big subject, that I have decided to dedicate the next 3 blogs to talking about communication within our businesses, from understanding the styles of communication to getting your team all on the same page and finally how to use these newly found skills to serve your clients effectively.

There is so much to be said about this, and of course, I will be making videos of how to improve your communications with my favorite tools, ClickUp and Airtable… and maybe a few others along the way.

What is Business communication? Why Does It Matter?

Ever feel like you’re juggling a million tasks at once, trying to keep your business running smoothly while also attempting to maintain clarity in your business communications? You’re not alone. As a neuro-spicy business owner myself, the complexities of workplace communication can sometimes (nay… all the time) seem overwhelming.

So, let’s dive into the heart of what business communication actually is, and more importantly, why it matters so much in your business, (and also your life).

At its core, communication is the process of sharing information between people within and outside a company. It is how we express our ideas, convey decisions, give feedback, negotiate deals, and collaborate with our team and clients. It’s the emails you send, the meetings you hold, the presentations you deliver, the emails you send, and even the non-verbal cues you give out… yes, even on Zoom for you fully-remote peeps.

Now, you might be thinking, “Sure, I communicate every day. But how can I make it more effective?” First of all. Kudos for even THINKING about how your communication may be missing the mark on the effectiveness scale. So many business owners don’t evaluate the delivery of messaging, but rather on the receiving end.

Effective communication is made up of a few key pieces:

Clarity in your message:

Your message needs to be clear and concise to avoid misunderstandings. Remember, in communication, especially business communication, simplicity is your best friend.

You don’t need to tell your colleague the story about how your dog escaped from your yard and then your kids were late to school which meant you had to call the school and that is why you are 5 minutes late to the meeting. You can just state that you had a home emergency and that you apologize for being late.

Clarity in messaging may mean communicating pleasantly or directly, with only essential information.

Active Listening is half the solution:

Communication is a two-way street. Listening to understand, rather than respond, is super important to good communication.

Active listening isn’t just about hearing the words that are said; it’s about understanding the message behind them. It means also asking follow-up questions, showing empathy, and confirming our understanding of the person giving the message.

Much like a kid playing with putty, we need to experiment with the information being given to us to make sure we are understanding it and can really figure out what it can do.

I have been known to rephrase what a client says many times just to ensure I understand their process or the context of a specific workflow.

Another example would be to ask how someone came to a specific conclusion, or if there were any other details that could be added.

What other types of active listening techniques can you think of that would be beneficial for your business communication?

Empathy is understanding the situation from their angle:

Understanding and acknowledging others’ perspectives helps build stronger connections.

In my experience, there is nothing stronger to keep a team member loyal to your company and vision than one you strive to understand and see their view on the situation.

Empathy is one of those words that can feel a little “fluffy” and unnecessary, but the fact is that we are all human with different experiences that create a different lens that we see the world through. Taking a step back to attempt to put on that lens will not only increase your understanding of a teammate’s messages but also allow them to be freer in their want to contribute and communicate with you.

Constructive Feedback

Constructive feedback helps your team grow, and welcoming feedback on your own work demonstrates your commitment to improvement.

Communication is not about talking at someone, it’s about engaging with them and feedback is what allows this engagement to happen. It’s what turns monologues into dialogues, information into understanding, and plans into action.

Think about it. When you share an idea with your team, do you want them to nod along passively, or do you want them to respond with their thoughts and suggestions? I’m betting it’s the latter. That’s feedback in action. It shows that your message has been received and considered.

Feedback can also act as a mirror, reflecting how our messages are perceived. Let’s say you’ve just delivered a presentation, and afterward, a colleague says, “I liked your points, but some of the slides were a bit confusing.” That’s feedback. It helps you see your work from a different perspective, and it provides you with valuable insights for improvement.

Feedback may not always be comfortable, but it can be valuable. It’s a two-way street that requires giving and receiving. It helps us correct course, affirm strengths, and continuously improve. It makes us better communicators, better leaders, and better team players.

Mastering the Art of Communication

Now, why does all of this matter, particularly for communication for ADHD business owners? Well, mastering the art of effective communication can create profound changes in your business. It can boost productivity by ensuring everyone understands their tasks and goals. It can improve workplace relationships by fostering understanding and mutual respect. And ultimately, it can lead to greater business success by streamlining operations and enhancing customer interactions.

Think of good business communication as the glue that holds all the parts of your business together. When it’s missing or ineffective, things can start to feel a bit… chaotic. But with clear, empathetic, and effective communication, you’ll see a transformation. The chaos subsides. Things start clicking into place. And the day-to-day running of your business becomes that much smoother.

So, fellow ADHD-business owners, let’s embark on this journey of mastering internal and external business communication together. Let’s delve into the specifics of communication for ADHD business owners, simplify, streamline, and say goodbye to chaos!”

👉👉 Check out my YouTube on Communicating using ClickUp 👈👈

Looking to learn more?

Check out these blogs:

Business Documents that every Entreprenuer should have

Simple Task and Project Management

Top 5 ways to simplify your life

The Essentials of Business Communication Read More »

How Document Templates Can Help Small Businesses Succeed

Uncategorized / Ana Natkins

What Business Document Templates should you have?

You put in so much time to your client work and running your business.

Why should you have business document templates? Well, have you ever heard of “re-inventing the wheel?”

Yeah, it’s a waste of time and energy. Having business document templates saves you time, money, and hassle. Here are some essential ones to consider:

1. Proposal Template

2. Invoice Template

3. Contract Template

4. Non-disclosure Agreement Template

5. Marketing Plan Template

6. Business Plan Template

7. Meeting Agenda Template

8. Presentation Template

By having these templates readily available, you’ll be able to streamline your workflow and focus more on growing your business instead of wasting time on repetitive tasks. that.

Using business templates can help you:

Save Time
Ensure Consistency
Increase your Level of professionalism
Ensure Legal Compliance
Make you Efficient
Allow you to Scaly

I am Going to talk about the templates today that will save you the MOST amount of time in your business. You know you are EXCITED

As a small business owner, you know that time is your most valuable asset. You need to focus on growing your business, serving your clients, and managing your team.

But what if you could save time and effort on routine tasks like writing emails, creating proposals, and organizing meetings? That’s where document templates come in.

Document templates are pre-written, reusable documents that can help you standardize your business processes, ensure consistency and quality, and improve your productivity.

In this blog post, we’ll explore some of the most important types of templates that small businesses should have, and how they can benefit your business.

Why are Business Document Templates are so important to small businesses?

“Time is a created thing. It cannot be bought or sold. It is intangible, but it is the most valuable resource we have.” – Harvey Mackay

Preparation is key when it comes to saving time. Even just setting up documents and files with the appropriate format and basic information beforehand can be incredibly helpful.

Starting from scratch every time you need to create emails, proposals, or other documents not only saps your energy but also takes away from the valuable time that could be spent on more important tasks such as delivering exceptional work for clients, growing your team, or pursuing personal projects.

To avoid wasting precious resources of writing emails, creating proposals, and scheduling meetings repeatedly, it’s best to focus on what truly matters.

This is why I advocate for the use of templates in any business-related document that requires repetition. Using templates standardizes your business processes while ensuring consistency and quality. Ultimately, this leads to improved productivity and greater efficiency.

Some of the most important templates that I have in my and my clients business I have listed below for your perusal!

Email Template

Ah emails… the bane of my existence and the starting place of every potential client communication. Email is one of the most common and important communication channels for businesses of all sizes regardless of the fact that I love to hate it. (More on organizing your email in another blog post, which helps a LOT)

Emails however are time-consuming to write (even with ChatGPT), especially if you are sending introductory emails or connecting with leaders in your industry. I also cannot tell you how many times I have mistyped or accidentally deleted paragraphs when writing emails.

So for our first business document templates example, we are talking about the many types of Emails you can actually create ahead of time! By using these email templates, you can save time, ensure consistency, and improve your effectiveness. Here are some of the most valuable I have found for my business

Welcome Email – This email template is a great way to introduce yourself to new clients or customers. It can help you make a great first impression, establish trust, and set expectations for your relationship.
Follow-up Email: After you’ve made a sale or provided a service, it’s important to keep in touch with your clients and customers. This email template can help you stay top-of-mind, build rapport, and generate repeat business.
Invoice Email: Sending invoices is a critical part of any business, but it can be tedious and time-consuming. This email template can help you streamline the process, reduce errors, and ensure prompt payment.
Appointment Reminders: If you schedule appointments with clients or customers, it’s important to send reminders to minimize no-shows and keep your schedule on track. This email template can help you remind your clients of their upcoming appointments and provide any necessary details.
Feedback or Testimonial Request Email: Gathering feedback and testimonials from your clients or customers can help you improve your products or services, build social proof, and attract new business. This email template can help you solicit feedback in a professional and effective way.
Frequently Asked Questions Email: If you find yourself answering the same questions from multiple clients or customers, it can be helpful to create an FAQ email template that you can use to provide consistent and accurate answers.

SOP Templates

Time for one of my FAVORITE business document templates to talk about, Standard operating procedures (SOPs).

These little beauties are so so so important for maintaining consistency and quality in your business processes. Without them (and a few other key pieces in your operations), chaos may ensue. That’s not good for anyone.

They can help you ensure that your team members understand their roles and responsibilities, follow best practices, and deliver high-quality work. If you have ever had a freelancer or contractor in your business, you know how valuable these little beauties can be.

Here are just some of the types of SOPs that small businesses should have. This can be different depending on your type of business, but the general list below should still apply.

Marketing
Email List
Sales
Customer Management
Financial Management
Metrics
Hiring
Client Onboarding/Offboarding
Team Onboarding/Offboarding
Project Management

While each of these types of SOP’s have their own specific needs and details, having a consistent template for each type will help those that read them understand the context and be able to execute them effectively.

It’s also important to have the SOP’s in a place that is well organized and accessible by all that need them. I have created a ClickUp SOP Library structure just for YOU to be able to write and link the SOP’s directly to the tasks that need them.

Check outmy YouTube video of how to do it (plus some tips and tricks to make sure that your SOP’s stay safe! (Always have a backup of your most important documents!)

Make sure to download your free SOP template library here!

Proposal Templates

Proposal Template. If you are in creative services, proposals are one of those things that you are constantly finding yourself working on. In fact, with most of the creative agencies I have worked with, this is what the CEO spends most of their time on other than networking and finding clients.

Now, I’m going to throw my speech about creating a Tier-Level system out the window… for now. BUT I am going to encourage the creation of SOME sort of template that will only require you to change the deliverables and the prices (and maybe some personal details of the client) every time you need it.

Remember. You don’t need to reinvent the wheel folks!

Your clients would rather you use your creative energy for your graphic design or copy efforts for them anyway.

Here are some of the types of proposal business document templates that can be created ahead of time depending on the types of services or products that you have.

Service Proposal : Outline your scope of work, your deliverables and the time that it will take to complete said scope of work.
Product Proposal : Outline the features and benefits of a product, as well as pricing and delivery details.
New Employee Proposal : Employee’s need proposals too, this type of proposal can help you outline the position, qualifications, and compensation so they have a full understanding before signing any contracts.
Grant Proposal : Grant proposal templates can help you make a strong case for why your project is worthy of support.

Contract Templates

Ah Contracts and Agreements. Those ultra-necessary, better have your ducks-in-a-row documents where you sign your life away (or ask your clients to!).

I am not a lawyer, even though I am related to 3 of them, but I still make sure that I have my Business Contract Templates to clarify terms and conditions of my business relationships and transactions.

But you need more than 1 type of contract when think about all the types of agreements you may need.

Here are some types of contract templates you should have:

A Service Agreement Template : This type of contract outlines the scope of work, deliverables, pricing, and terms and conditions for a service project between your business and a client.
Sales Agreement Template : This type of contract outlines the terms and conditions for the sale of products, whether physical or digital, between your business and a client.
Independent Contractor Agreement : This type of contract outlines the terms and conditions for a 1099 contractor, including scope of work, payment terms, and ownership of work produced. The business is not responsible for providing benefits or taxes for the independent contractor.
Employment Agreement : This type of contract outlines the terms and conditions of employment for an employee, including job duties, compensation, benefits, and termination policies. The business is responsible for providing benefits and taxes for the employee.
Partnership Agreement : This type of contract outlines the terms and conditions of a business partnership between two or more parties.
Non-disclosure Agreement : (NDA) is a legal contract that establishes confidentiality between two or more parties. It prohibits the sharing of confidential information with unauthorized third parties and can be used to protect trade secrets, intellectual property, and other sensitive business information.

To find contract templates, you can search online legal forms providers such as LegalZoom, Rocket Lawyer, and LawDepot, or check out Boss Contract Society, which offers a variety of contract templates for small business owners.

Meeting Agenda Templates

Now we can get into the fun stuff. Meetings can be a valuable tool for collaboration and decision-making, but they can also be a waste of time if they’re not well-planned and organized.

Creating Meeting Agenda templates is perfect to make sure the meeting stays on track and you avoid those “rabbit holes” that I know I have a tendency to go down on occassion

One of the key aspects to productivity is the ability to stay on track and focus on the most important topics.

Some of the ones you should have in your arsenal

Status Update Meeting : This type of meeting is focused on providing updates on ongoing projects and initiatives.
Client Meeting : This type of meeting is focused on discussing the needs and requirements of a client and providing updates on project progress
Team Meeting : This type of meeting is focused on discussing team goals, projects, and initiatives.
Quarterly Review Meeting : This type of meeting is focused on reviewing progress and identifying opportunities for improvement.

To make the most of your meeting agenda templates, here are some tips to keep in mind:

Set clear objectives and outcomes for the meeting.
Include only the most important topics and prioritize them.
Assign owners for each agenda item to ensure accountability.
Allow time for discussion and questions.
Follow up after the meeting with action items and next steps.

Sales Page Templates

Have you ever created a sales page? For yourself or someone else?

If you have, my condolences…. it isn’t EASY, that’s for sure. Trying to fit everything that individuals may be interested in on 1 page is a challenge. That’s why, I don’t want to do it more than 1 or 2 times.

While a sales page is a critical tool for converting visitors into customers, creating a sales page template makes the process so much more enjoyable the next time around… because you aren’t creating it from scratch!

By using sales page templates, you can ensure that your sales pages are well-designed, optimized for conversion, and consistent with your branding. Here are some key elements that your sales page template should include:

Headline: A strong and compelling headline that grabs the attention of the reader and communicates the main benefit of the product or service.
Introduction : A brief introduction that provides context for the product or service and creates a connection with the reader.
Problem : A description of the problem or pain point that the product or service addresses, and why it is important to solve that problem.
Solution : A clear and concise description of how the product or service solves the problem and provides value to the customer.
Features : A list of the key features and capabilities of the product or service, and how they contribute to the overall value proposition.
Benefits : A description of the benefits that the customer will experience by using the product or service, such as increased efficiency, cost savings, or improved outcomes.
Social Proof : Testimonials, case studies, or other social proof that demonstrates the effectiveness and credibility of the product or service.
Call to Action : A clear and compelling call to action that encourages the reader to take action, such as making a purchase, signing up for a free trial, or scheduling a consultation.

Creating your own business document templates

So, at the end of each of the previous mentions of types of templates, we gave you a few hints as to how to create your own and specific items you should pay attention to.

I thought it would be a good idea to add some more “Best Practices” while we are thinking about the documents or items to templatize!

What documents do you need to be templatized?

Start by identifying the business documents that you use most frequently in your business or your find yourself spending the most time recreating. For me, this means email templates, proposals and Discovery Call notes. (And of course those contracts!)

Some others may need meeting agenda templates and Customer Care emails. It’s really what YOU are using the most.

Reviewing existing templates

There’s no reason to create anything from scratch if you already have the information somewhere. Check your email outbox or previously used meeting notes for information that has worked for you before. Sometimes even some of your software applications already have templates. Of course, you can always check online for templates for specific documents or items.

I happen to know that Pinterest is FULL of these types of free templates as well.

Customize your business document templates

Once you have a starting point, it’s time customize! Make them fit your and your clients unique needs.

Ideas to customize may include adding your logo and branding, changing the language to be more informal, and adapting the structure to fit your specific requirements.

Test and Refine

If you are anything like me, you like to have perfection out of the gate.

The sad truth is, that NEVER happens.

Be okay with “good enough” and continue to update and upgrade them as you see how they work out in the real world. Just having a semblance of organization and workflow baked into the documents is a huge leap forward for your productivity.

You can always improve and make any necessary adjustments based on feedback and continue to refine your templates over time.

There are so many opportunities to create templates for things in your business, but as usual I’m going to suggest that you start simply noticing the types of things you find yourself creating over and over, perhaps already using a “sort” of template that can be shared with the rest of the business or made more “official” somehow.

Make sure to check out my FREE ClickUp SOP Documents that will make SOP creation in your project management tool super-easy to use.

Take it one step at a time and the time saved will eventually add up to give you the freedom you crave.

Looking to learn more?

Check out these blogs:

Business Documents that every Entreprenuer should have

Simple Task and Project Management

Top 5 ways to simplify your life

How Document Templates Can Help Small Businesses Succeed Read More »

Business Documents that every entrepreneur should have.

Operations Management, Uncategorized / Ana Natkins

Business Document Folders

Business Documents Every Entrepreneur should have

Running a service-based business is all about outstanding experiences for your clients. But we know that behind the scenes, there is a bunch of important business documents, that play a crucial role in ensuring smooth operations. I’m sure I’m not that only one that find managing all of this “paperwork” can be overwhelming and time-consuming.

Nonetheless, organizing your business documents is vital for complying with legal requirements, simplifying decision-making, and enhancing operational effectiveness.

Well-organized documents improve team productivity, business profitability, and client satisfaction. These essential documents and how you organize them will determine how effective your communication is and how happy your stakeholders are.

Important Documents for Business Operations

Business operations documents not only help your business stay organized but also foster strong client relationships and ensure your clients receive top-notch service they can rave about. Here are some essential documents, with a personal touch, for smooth business operations.

Documents on Table

Business Reports: A thorough analysis of your company’s performance, including sales figures and financial reports, is crucial for making informed decisions and strategizing future plans. Make it a habit to update and review your business report regularly to stay on top of your company’s growth and pinpoint areas ripe for improvement.
Bylaws: Company bylaws are like the friendly neighborhood guidelines that outline the rules and regulations governing your business operations. These documents keep your business on the straight and narrow, ensuring compliance with the law and adherence to established guidelines.
Business Plan: A strategic roadmap for your business, detailing your aspirations, marketing strategies, and the wonderful potential customers waiting for you. A well-crafted business plan helps you make smart decisions and attract investors and partners eager to be part of your success story.
Templates: Use templates for various documents, such as business letters, invoices, and memos, to maintain consistency and clarity. This practice ensures that your company maintains a professional image while also streamlining communication with clients and stakeholders. It’s like having a secret weapon for your business communication!
Email: Use email for communication with your cherished team members, fresh new hires, and valued clients. Email is an efficient and cost-effective way to keep everyone informed and updated on company news, exciting announcements, and project progress.
Case Studies: Share your success stories with potential new investors and stakeholders, showcasing your business’s capabilities. Case studies offer valuable insights into your company’s performance and spotlight your expertise in your field. It’s like giving them a front-row seat to your greatest hits!
Non-Disclosure Agreement (NDA): A legally binding document that wraps your intellectual property and sensitive information in a warm, protective blanket. NDAs are essential for safeguarding trade secrets and maintaining a competitive edge in the market.
Employment Agreement: A contract between you and your employees, outlining the terms and conditions of employment like a friendly handshake. Employment agreements help protect both parties’ interests and establish a clear understanding of expectations and responsibilities.

Documents for Client Management

Ah, client management! The lifeblood of any business and the source of both our joys and frustrations. To keep things running smoothly and ensure we’re all on the same page, there are some essential pages we need to have at the ready.

Partnership Agreement: Think of this as the prenup of the business world. A legal document that outlines the ins and outs of your partnership, such as roles, responsibilities, and rights. It’s the perfect way to ensure that everyone’s playing by the same rules and helps prevent those pesky partnership squabbles.
Personal Information: Spiderman learned the hard way, “with great power comes great responsibility.” Well, handling sensitive client information is no exception. Keep your clients’ data under lock and key, and be sure to comply with data protection regulations to avoid those dreaded legal complications and fines. No one wants to be “that business” in the headlines.
Clear Advantages and Disadvantages: No one’s perfect, and neither are your products or services. Be upfront about potential drawbacks and offer solutions to tackle them. Clients appreciate honesty, and being transparent will only strengthen your bond (just like couples’ therapy, but for business).
Business Letters: Ah, the art of crafting a good ol’ fashioned business letter. Ensure your letters are clear, concise, and strike the perfect tone to maintain a positive impression. Remember, you never get a second chance to make a first impression—unless you have a time machine, that is.
Regulatory Documents: Nobody likes legal trouble. Keep your business on the straight and narrow by staying current with industry regulations and safety compliance standards. A little extra effort now will save you from a world of headache and costly mistakes down the road.

Documents for Financial Management

Financial management is a vital aspect of your business, and having the right documents in place can help you make informed decisions, streamline processes, and optimize resources.

Financial dollar sign and paper dollars

Invoices: Maintain a record of all invoices sent and received to track your business’s income and expenses. Regularly review your invoices to identify trends and areas for improvement.
Business Insurance: Ensure that your company has the appropriate insurance coverage to protect against unforeseen events and minimize financial risks.
Simple Language: Use clear and straightforward language when drafting financial documents to ensure that all stakeholders, including lenders, can understand your company’s financial position and performance.
Bank Account Documents: Open a separate business bank account to manage your company’s finances and maintain a clear distinction between personal and business transactions.
Financial Report: Prepare regular financial reports to analyze your business’s profitability, cash flow, and overall financial health. Use these reports to make informed decisions about investments, resource allocation, and growth strategies.
Feasibility Studies: Conduct feasibility studies to assess the viability of new projects or business ventures. These studies help you determine whether a project is worth pursuing and identify potential risks and opportunities.

Organizing and Storing Your Documents

Get your business documents organized and under control – trust me, it’s a game-changer! While I could write a whole series on this topic, I can’t help but mention some vital tips here.

You’ll find some digital organization tips for your documents that will help you take control and tame that paper chaos.

Be specific and categorize: Use clear, concise labels, color-coding, or other organizing methods to make finding documents a breeze. I’ve got all my documents all organized in specific folders on Google Drive, with a “hub” in Airtable, categorized by type.
Check out my video on my Executive Hub.
Group similar documents: Keep similar documents together to save time and reduce the chance of misplacing essential info. Client documents get put in client folders, financial documents nestle in the financial folder, product descriptions in the product development folder… you get the idea!
Go digital: Embrace cloud-based storage options like Google Drive or Dropbox for easy accessibility and security. It’s 2023, after all! While I’m a die-hard fan of physical notebooks for brainstorming and learning, I also appreciate the value of digital document management. It not only saves space but also gives your team easy access to what they need without constantly bugging you.
Back it up: Protect your hard work against data loss or theft by having backup copies of all crucial documents. Do a purge: Make it a habit to review and toss any outdated or unnecessary documents regularly. Keep what you genuinely need, and keep it organized. I know it sounds like I’m channeling my inner corporate guru, but it’s true. Backing up your documents, especially the important ones, is essential in our digital world. I use Google Drive and have it set up to sync with my desktop. This way, I can create copies on my hard drive (external or internal) of all my vital documents.

Check out my YouTube videos and my specific one below for how to use Google Drive-stream on your desktop, making accessing files super-simple and quick!

Organizing and managing your documents might seem like a daunting task, but it is crucial for maintaining compliance, streamlining decision-making, and enhancing operational efficiency. By categorizing documents, maintaining clear communication with clients and stakeholders, and using digital storage solutions, you can ensure that your business remains organized and prepared for success.

Remember to periodically review your documents, update them as needed, and back up your data to protect your business. With well-organized documents, you can focus on delivering exceptional experiences for your clients, growing your business, and enjoying the rewards of your hard work.

FAQ’s

What types of documents do I need to start a business?

You will need to create a business plan, register your business with the appropriate government agencies, obtain any necessary licenses and permits, and draft legal documents such as partnership agreements or articles of incorporation.

What financial documents do I need to keep track of for tax purposes?

For tax purposes, service-based entrepreneurs need to keep track of important financial documents such as income statements, balance sheets, and tax returns. Other documents to keep track of include invoices, receipts, and bank statements.

What legal documents do I need to have in place to protect my business?

To protect your business legally, you may need to create contracts, agreements, and policies. Examples of legal documents include client agreements, employee contracts, and privacy policies.

How often should I review and update my documents?

It’s a good practice to review and update your documents on a regular basis, such as annually. This will help ensure that your documents are up-to-date with any changes in your business or industry.

How do I ensure that my documents are compliant with relevant laws and regulations?

You can consult with legal professionals or seek out industry-specific guidelines to help ensure compliance. While most of my documents live in Google Drive within pre-defined folders, I have them all linked together in my Executive or Team Hub in Airtable where I can quickly find whatever I am looking for with a search or by creating a quick view for those categorized as Documents.

Looking to learn more?

Check out these blogs:

Using ClickUp – Beginner Edition

How to find your data FAST

Top 5 ways to simplify your life

Let’s chat!
Find me on Instagram and Facebook!

Business Documents that every entrepreneur should have. Read More »

Create a digital calendar organization system that works for you

Uncategorized / Ana Natkins

You swear by your manual planner, but you’ve been swearing AT it more often than not lately.

The number of times you have missed meetings, forgotten you kiddo’s doc appointment, neglected to share with your husband that he had to take Jimmy to rugby on Saturday.

For all intents and purposes, your manual planner is exactly what you need, but it’s only on 1 place all the time. If you don’t have it with you while making or changing plans, what then?

Being a mom, business owner, or just a person in these busy and informational times is chaotic enough.

Keeping everything organized so you aren’t always playing catchup, feeling overwhelmed is pretty much REQUIRED nowadays.

This problem is even worse if you are already tired, worn out, not taking care of yourself or have ADHD. I get it, I am all of these things and more. I’ve learned the beauty of the digital calendar system and all it can do. I went from missing multiple meetings a week to missing almost none.

I was constantly frustrated at my husband for never knowing what kid was signed up for which activities until I started sharing all of them with his digital calendar that is hooked up to his email.

My dad used to call me “flakey”…. it’s been part of my identity most of my life, but it never sat well with me because I hated that I couldn’t remember it all.

Now I have much more control using my digital calendar system and I know I’m not failing my clients or my family. If this is you, I encourage you to read on.

What is a digital Calendar?

If you were born in the 70’s or 80’s, you are probably familiar with the Chandlers notebooks or family planner systems that sat on the counter next to your rotary dial telephone. (No? Just me?)

I remember having one for school as well, where I wrote down all the assignments that I would put off to the last minute or completely forget about because my notebook was in my bookbag still sitting at the door where I left it when I got home on Friday.

Enter the 2000’s.

Digital Calendars have been a part of the computer landscape almost since it’s inception, but the usability of them hasn’t really come into it’s own until recently.

I learned that it was as early as 1983 that Apple computers released something called “LisaList” that allowed users to create appointments and reminders as well as print out their schedules. Close behind, Lotus Notes created Lotus 1-2-3, a spreadsheet program with built-in-calendar.

Since then, it seems as if every other ad I see on Facebook is for a new kind of digital organization or scheduling system. They are everywhere. For those of us use to or needing more physical or tactile ways to wrap our brains around our ever-increasingly-busy schedule the sheer amount of them is overwhelming.

Benefits of using a digital calendar

While there are many reasons that you may want to use a physical calendar or planner when hashing out ideas, or looking at content calendars, converting those to a digital calendar can be one of the best things you do.

Check out some of the benefits below:

You can set reminders for all of your events, meetings and due dates. The most popular digital calendars automatically give you the option to set reminders, some give you auditory reminders and some just send you an email. There is the option of also setting multiple reminders if you need an hour to prepare for a meeting or presentation.
Available on Multiple Devices One of the best features of a digital calendar planner is the ability to have it on multiple devices. Your computer? Check! Your phone? Check! Your auditory personal assistant? Check Check!
Easily move or reschedule appointments. Have you ever had to move an appointment because something came up? (Don’t say no, I know you have). In a physical planner or calendar you have to scratch it out (or white it out if you are old-school) and put it on another day. It also can take several phone calls to find a time that works.

In a digital calendar you can reschedule on the spot. Move it to a different time or cancel it all together and put in a new one. MAGIC

Share your Schedule with others. If you are part of a family, or a member of an organization LISTEN UP. Being able to share where you are, what you are doing, what is scheduled for your family with someone else is GAME CHANGING.
I can’t tell you how many times I use to tell my husband about a kids appointment, or soccer schedule, just to have him (or myself) forget about it later. Now I just book it and share the entire calendar with him. (You can also just share specific appointments by inviting someone). If you have an assistant working in your business, you can share your calendar with them so they are able to find out your availability and work with vendors and clients without your input.

At this point, you probably are ALL IN.

You GET it, but now you need to figure out, out of all of the choices out there, which is the best for you?!

How to choose the best digital calendar for you

There are many types of digital calendars out there, the three main ones being Google Calendar, Apple Calendar, and Microsoft Calendar. There are a couple things to consider when trying to choose one that will work for you.

These three I just mentioned have VERY much the same functionality, so some of it may just come down to personal preference, however there are some things you should consider when choosing one that will work best for you and your needs.

Want to find out about the best calendars to use?

Check out this article (https://zapier.com/blog/best-calendar-apps/)

Figure out what your goals are for the calendar.
Are you using it just for yourself? Is it used for your business? What functionalities will be mosts-used? Which is the most user-friendly for you? What type of software do you already use?

The answers to these questions will basically tell you which one you need.

If you need to share with many other types of clients and/or people on different systems, using a cloud-based calendar may be the best option.

If you need multiple calendars, and want to color-code them with bright colors, looking at Google Calendar and Apple Calendar may be the best options.

If you hate Apple Computers, then maybe apple calendar is NOT the right choice (and I wonder where your head is at… but that’s a completely different blog post).

Do you need to embed the calendars into different software? Share your work appointments with your project management tool to understand how you are spending your time?

While this blog isn’t going to dive into the specifics of the three calendars I listed above, and how they may benefit your specific goals, I’ve linked to some other helpful articles that dive into that below.

And I personally use Google Calendar because A) it integrates with everything B) I already use and pay for Google Suite for my business and C) I can easily share multiple calendars with clients and my family.

Setting up your Calendar

While you can do this 500 different ways, in order to use your calendar most beneficially and to use it in a way that is helpful to others you are communicating with, I highly recommend the following.

Look at all your appointments, imagined or otherwise and categorize them into buckets of types of appointments. For instance, you could have a team meeting, a client meeting and a coaching meeting, and those may all be considered “Business” meetings. Conversely, you have a hair appointment on Saturday, Your husband is going out of town for work on Sunday and your kiddo has Tae Kwon Do on Tuesdays and Thursdays, you may consider these “Family” appointments. A good categorization to start with may be work, family, personal, school and any others that are specific to your needs.
Set up your Calendar Now it’s the fun part and start getting our hands digitally dirty. (is that even a thing?)Now that you have loosely categorized the types of calendars you have, I’m going to request that you create 1 more…. the IDEAL calendar.
Okay, when I say ideal, I don’t mean that you will spend 3 hours a day getting a massage every day or schedule 12 hours for sleeping… I mean what is a realistic weekly schedule for you. If you need help figuring out what your ideal schedule should be, you can use this time tracker to help map it out. [ link to time-tracker ]
Create an “ideal” schedule calendar, making sure all the appointments are set to “free” and use that as your guide when you are working or deciding when an event or appointment should be.

Then add your other calendars, making sure to choose the colors for them and setting them up specific to your needs. Also, make sure you set aside time in one of the calendars to review your schedule every day and adjust as needed. This fulfills two purposes: a) it allows you to keep all of your appointments up to date and fresh in your mind b) It helps to create the habit of actually using the digital calendar. Creating new habits always take some practice.

Other Strategies for your Digital Calendar planning to help keep you on track

This part is for those of you that may “understand” how to use digital calendars, but haven’t ever been able to make it work for you because… well… life.

As someone who gets it, I have found some little cool tips and tricks that have helped me and some of my clients tremendously when it comes to making sure the calendar is working for you.

If this is you, I’d love for you to send me an email of the tips and tricks that have worked for you!

Tip 1: Hook up your work and important event calendars to Alexa or Google Voice

Of course, this is only applicable if you have an Alexa or Google voice (and whether you should or not is a WHOLE other blog or post or really long Redit)

We are an Alexa-loving family. Not only does she play music all over the house and entertain my kids with stories that are age-appropriate, but she REMINDS me of my meetings in my office every time one is coming up.

The directions below are for Alexa, I’m sure there are easy-to find ones for Google Assistant as well:

Open the Alexa app .
Open More and select Settings.
Select Calendar.
Select your account provider, and then select Connect Account.
Follow the on-screen instructions. Repeat these steps for each calendar you want to link.

Alexa will then give you a verbal warning for every “reminder” you have set up.

I have learned that she doesn’t pronounce everything correctly, which is pretty humorous.

Also, if there is a swear word in the name of the event, it will bleep it out.

Even Alexa has standards!

Tip 2: Buffer Time

Always always always create plenty of buffer time between your events and meetings.

I cannot emphasize this enough.

We know that stuff comes up, emergencies need to be dealt with, an extra cup of coffee is desperately needed and…. well bathroom.

If you are jamming every meeting in the world right next to each other, you don’t leave room for the curve balls that life throws at you.

And you know that sometimes life is nothing BUT curveballs.

So do yourself a favor, and make sure there is some breathing room in your schedule. You’ll thank me when you don’t have a nervous breakdown. (Remind me to tell you sometime about MY nervous breakdowns)

Tip 3: Set aside time to review your calendar 1x a day

I’ve said this before in this blog, but it bears repeating.

Set aside 15 minutes a day to review your schedule for the day, or even a few days in advance.

Make sure you don’t have any overlapping meetings, no emergencies came up or see if any events need to be moved because your mini-me is now home sick with the stomach flu.

Creating this habit, either at the beginning or the end of the day, depending when your brain best works, will solidify your schedule in your head, and keep you updated on anything else going on that you need to be aware of.

In the end you will feel much more organized and much less “chaotic” having done this.

Want to see how this all works together? You can check out my YouTube channel where I talk about everything Operations, Productivity, Digital Organization ClickUp and Airtable.

I’ll even show you how to integrate your digital calendar with ClickUp and make even more use of it there!

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Planning your Day- on and offline

Uncategorized / Ana Natkins

I have always hated being inefficient with my time. As a wife, mom, business owner, outdoor enthusiast, runner, musician, and 500 other things I’m sure I’m forgetting to mention, my time is precious.

Same as you, dear reader.

Spending time on something that could either take less time or trying to clarify what is even needed is infuriating for me. It always has been (sorry-not-sorry past bosses that were probably so irritated at my questions).

This is why I am so focused on the importance of planning. Without a plan, without an idea of what needs to happen to reach our goals, dreams, vision…. We may as well just ride the ocean wherever it takes us, never aiming for the big wave that will take us to shore. (I have no idea where that analogy came from… but you get the picture).

So, here we are, with our quarterly and weekly planning all worked out (see THESE BLOGS), how do we use that and make sure our daily plans are the best and most efficient use of our time?

Step 1 – Find a time of the day to do your daily planning. Either right at the beginning of the day or the day before.

Step 2 – Create a master list of all your tasks, and projects, that are upcoming, use post-its, note-cards, homing pigeons, whatever. But do something that really gets in your head. Make sure to check messages, emails, slacks, PM tool

Step 3 – Look at your list of tasks and projects and categorize them into the Eisenhower matrix.

Urgent / Important	Not Urgent / Important
Urgent / Not Important	Not Urgent / Not Important

Quadrant 1 High priority and urgent:

anything that needs to be done for upcoming meetings
Anything for an upcoming deadline
Anything to fix an “emergency”

Quadrant 2 High priority and not-urgent

Not part of day-to-day ops but help you get closer to goals and typically requires more focus.
These are strategic projects, development, or something that is going to make your life better
Try to fit only 1-2 of these a day( in fact 2 is way too much)unless there is nothing urgent and important

Quadrant 3 Urgent/not important

These are typically admin things or things that can be delegated to someone else
Unexpected texts or phone calls
Social media replies.
Maybe can be done during buffer time or admin time.

Quadrant 4 Non-Urgent/not important

If anything falls in this category, it’s not going to make your list at all. Fugetaboutit.

Step 4: Looking at your existing schedule, fit the tasks in priority order leaving buffer time in between. This week means you probably will ONLY have 3-4 “things” a day that will get done from your task list.

THIS IS OKAY!

Step 4.5: (This is only a half step because you don’t HAVE to do it, but I recommend doing it for those of you who need a bit more processing time to fully commit to getting things done that day).
Write down those three tasks, or highlight them in your list. I have a day planner on my iPad that I write down my priorities for the day being those 3 to 5 tasks/projects that will be done. Then I go onto step 5.

Step 5: Go into your Task Management System (If you don’t have one… get one, and if you don’t know which one to get, I recommend THIS ONE (ClickUp) and make your top tasks are showing up on your worklist for that day.

You can also add the tasks in the calendar view as well.

** Recommendation – Create an “ideal work day/week” within your preferred calendar (Google Calendar, Apple Calendar, Microsoft Calendar) and import that calendar into ClickUp.

Check out how to do this in my YouTube video below.

https://youtu.be/r9h-ySZRIx0

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