Process for deciding what to work on:
- Identifying priorities
- Business Critical
- Cashflow
- Business Development
- Project Management
- Identifying quick wins
- Whats going to take the least time, but make the biggest impact?
- What or who is dependant on me for some of these tasks?
- What is non-essential, that would be good if it DOES happen, but isn’t vital.
Before I get on to weekly planning… Handling email / client communications:
- Do / Delegate / Delete
- Only checking emails twice a day
- Using a better email platform
- Using a channel other than email for internal communications (Slack)
Weekly Planning Process:
- I don’t calendar block
- I DO have 2 ClickUp boards
- Workflow Board
- Weekly Planner
Workflow Board:
- All projects / leads including finances
- Business Dev Opportunities
- Quotes
- Project Confirmed
- In Progress
- With Client
- Complete
- Retained
- On Hold
Weekly Planner:
- Priorities
- Monday-Friday
- Complete
- With Someone Else
Hosted on Acast. See acast.com/privacy for more information.
