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52 Weeks of Plan, Do, Track - Week 26: Mid-point Check In

6/28/2019

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Week 26 Focus – Mid-point Check In
Focus Question: What have you achieved so far this year? 

Description
Wow! Here we are in week 26, mid-point of the 52 weeks, and of the year.
This week you are encouraged to block off time to take stock of your achievements. First, review your annual plan. You may want to include some information around these questions:
  • What have you achieved so far?
  • What new items do you want to add?
  • What can you check off your list?
  • What have been key lessons since the start of the year (or the 52 weeks)?
  • What’s different about you/your business?
  • What’s really important for you to focus on in this last half of the year?
  • By the end of the 52 weeks, I want to be sure I….

Research/Story
Creating intentional pause points is an important part of any coaching and learning process. Being able to stop and reflect is also critical for business success.
 
While we can keep on doing, are we doing the right things which have impact? What is working and what is not?
 
This is the premise of the Virtual Retreats I host throughout the year in the PlanDoTrack series, as well as the month end reflection and monthly planning hacks.

Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.

Best wishes, 
Jennifer

Read and download the initial weeks of the 52 weeks of Plan, Do and Track.

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​Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019),  Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon
Book Jennifer for a coaching session to explore productivity, teamwork and business issues.
Contact her by phone at (416)996-8326
Follow the #90DaysPlanDoTrack series on Instagram
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Weekly Planning Hack #20 - Clean Sweep

6/26/2019

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​As we move from one season to another, we have the opportunity to undertake a “clean sweep”. Having lived and worked in the tropics for the first 15 years of my career, and now having been back in Canada for 15 years where the seasons are so distinct, I have come to (re) appreciate, how significant seasonal change provides an impetus for change and review. Have you done a clean sweep of your surroundings lately? Is it time to clean up your files? Your desk? Your contacts?

There is a lot written on clearing and creating order – from the work and writing of Marie Kondo to Gretchen Rubin’s new book – Outer Order, Inner Calm.

Last fall, I offered up a weekly planning tool (separate from the Coaching Business Builder and PlanDoTrack) called the Clean Sweep. Structured as a five-day planning tool, it also offers some prompts and reminders for business owners or virtual workers to take action on some of the more overlooked aspects of our work. For example, outreach and building of relationships. Taking these small steps continue to “add up”. Download a copy of the Weekly  Sweep  for your business document here.

Where could you benefit from a "clean sweep"?

Best wishes,
​Jennifer 
Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday here. Be sure to like our page to be updated each week!

Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)
Want to offer this body of work to your own clients? Join us in July for the inaugural PlanDoTrack Facilitator Training program, kicking off on July 9th.

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52 Weeks of Plan, Do, Track - Week 25: Building Connection & Community While Strengthening Your Personal Brand on Social Media

6/21/2019

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Week 25 Focus – Building Connection & Community While Strengthening Your Personal Brand on Social Media
Focus Question: What does building connection and community mean for you? Why is this important?

Description
Connection and community are yearned for by many operating in the virtual and small business space. What are the ways you want to build stronger connection with others, and create more community? This week’s focus is on using social media as an avenue to build more connection and community.

As a virtual business it’s likely that many of your days are spent operating solo, bouncing in and out of virtual calls with people who might be hours, and time zones, away from you. Isolation is often seen as a downside to virtual work. Virtual and remote professionals may be more proactive in exploring various avenues for creating community and connection.

In building community consider these questions:
  • Who is important to connect with?
  • What topics or focus areas do I want to be in regular dialogue around?
  • What can I contribute to others?
  • Needs I have in order to do my work most effectively are…. I might be able to find them ____________.
In building connection within the virtual space, it may be a mix of:
  • Push versus Pull: Here’s what I have to offer (PUSH) VS. Tell me what you need (PULL)
  • Social Media vs. In-person Environments: Social media often gets a bad wrap for the time involved, yet it may be the communication flow for many virtual professionals. Different platforms can serve different purposes and historically have attracted different audiences. For example, consider LinkedIn’s focus on professional issues vs. Instagram’s visual story telling. We’ll be exploring tips for leveraging these two platforms in the coming weeks so stay tuned.
  • Building time for meaningful connection: On a regular basis, consider having an offline conversation with people you are meeting. This might involve having a virtual coffee for 15 minutes or connecting around a shared interest to swap resource tips.
  • Social media community involvement: What’s the purpose of joining different groups? What can you contribute? What time do you want to offer?

Six Questions
  1. How much time do you want to dedicate to social media?
  2. Which platforms do you want to be present on? (Consider your strengths, passions, clients etc)
  3. What’s the message you want to share?
  4. What do you want to track?
  5. What does value add and engagement look like?
  6. What is important to keep in mind?

Activity
Review or create your strategy around social media. What’s the purpose? What are you doing to do, WHEN?

What can you do to magnify your message? Consider how you can magnify and repurpose. What can you share different spins on the same item across platforms? For example, if you have written an article on something, could you pull out a couple of quotes to make it a tweet, or serve as a quote graphic?  Could that same article become the seeds of a presentation?
Review visibility tips.
Consider what your strengths are and what your key message is.

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Connection to the Workbook and Planner
The Monthly and Daily Trackers in the planner section of the Coaching Business Builder and PlanDoTrack can be used to track how much time you are spending on promotion, the different channels, as well as what impact you are getting.
Use the Content Planner to make a plan you can execute on.
Check out the Don’t Just Do it Once! Tool in the content section so you can think about magnifying your message.

Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.

Best wishes, 
Jennifer

Read and download the initial weeks of the 52 weeks of Plan, Do and Track
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​Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday or Thursday here. Be sure to like our page to be updated each week!

Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)
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Weekly Planning Hack #19 - Leveraging the Stoplight for Projects

6/19/2019

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One of the areas many solopreneurs, individual contributors, leaders and teams find themselves involved with is project management. If this is an area of interest for you, be sure to check out the March 2019 call on Project Management foundations.

One of the tools I quickly touched on was the Traffic Light. As a former project manager, this was an essential tool for keeping many of the projects I managed rolling. The spotlight is often a visual signal for project status reports, or project status meetings, giving us the thumbs up as to how things are going.
​
Here’s what I’ve written about the Stoplight as it relates to time management in Teams365 #553.

Project status meetings are critical in project management, providing an opportunity to check in on where the project and all its components are at, as well as seeing what needs attention. The red light, yellow light and green light status updates gives us a snapshot of what's not online, what needs attention and what's going well.

Project Status meetings are also an opportunity to invest in some team development including a focus on:

​1. What roles are we playing? 

2. What are the different perspectives around the project from each one of our locations? What's similar with these perspectives? What's different?

3. Who needs different type of support than they are getting?

4. Who else, or what else, do we need on the team in order to be successful?

5. What do we need to celebrate in terms of our achievements so far?

What other questions would you want to include at your next project status meeting?
​
Whether it’s tweaking your project status meetings to make them more of a regular occurrence, or adopting the spotlight approach, what are the things you want to focus on?

Enjoy the conversations!
​Jennifer
​Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday or Thursday here. Be sure to like our page to be updated each week!

Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)
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52 Weeks of Plan, Do, Track - Week 24: 9 Different Promotional Vehicles

6/14/2019

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Week 24 Focus – 9 Different Promotional Vehicles
Focus Question: How do you want to get the word out?

Description
Whether we are representing our organization, building our personal brand, or marketing a product or service, becoming savvier with different promotional vehicles can be of importance when building a business case, communicating it or marketing a product or service. Section 3 of both the Coaching Business Builder and Plan Do Track explores 9 different promotional vehicles.
​
Now that you have your message, what are the key ways you want to get your message out? Let’s explore the 9 Promotional Vehicles a little more in-depth.

Research/Story 

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Activity
Identify 2-4 different strategies to help you “get the word out” this quarter. Complete the following chart:
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Connection to the Workbook and Planner
Section 3 explores the different marketing approaches more in depth. Review these and the associated questions to gain further insight.

Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.

Best wishes, 
Jennifer

Read and download the initial weeks of the 52 weeks of Plan, Do and Track
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​Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday or Thursday here. Be sure to like our page to be updated each week!

Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)
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Weekly Planning Hack #18 - Time Tracker

6/12/2019

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This week's Weekly Planning Hack is about Time Tracking. Where does your time really go? On a Personal and Professional level, time tracking can be a significant issue. One study noted in the Harvard Business Review found that "not filling out time sheets properly costs the U.S. economy $7.4 billion a day in productivity".
​
One of the first Weekly Planning Hacks here was around the Pomdoro Technique, a time management function where you use alarms and focus in on 25-50 minute bursts of work.
Last week we explored different apps for time management. Note what you have available to you through your phone and dedicated apps to track your time through bursts of focus.

This week, consider focusing in on tracking your time. In the 19 Productivity Tips course I share a time tracking template so you can note on a 15-30 minute basis throughout the day where your time is actually being spent. This can be very instructive over the course of a week or month to note where your time is actually going.  Create your own time tracker using a blank page of paper, segmenting it into 15 minute blocks, or refer to the lecture in the 19 Productivity Course I released earlier this year.

Best wishes,
​Jennifer
Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday or Thursday here. Be sure to like our page to be updated each week!

Author of PlanDoTrack (2019), Coaching Business Builder (2018) Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)
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Facilitator Training - PlanDoTrack starts July 9 - Save the Dates!

6/10/2019

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 Do you work with virtual entrepreneurs, leaders or remote workers? Looking to support them with a ready-made self-development and planning toolkit?
I'm excited to belaunching the inaugural Facilitator Training for PlanDoTrack this July for professionals who want to incorporate the Workbook Planner as part of their work.
As a PDT Facilitator you can use the material in variety of settings. You might:
  • incorporate it into VIP days with virtual entrepreneurs.
  • work through parts as pre-work in group coaching
  • host a PlanDoTrack retreat around i

  • As you know the PlanDoTrack Workbook and planner is packed with dozens of tools and exercises to support virtual and remote workers, entrepreneurs and leaders. I've been hearing in recent months how valuable the resources are. I'd like to get the book on the desk of 20,000 remote workers and I can't do this alone. I'd love to have you incorporate this into your training, coaching or facilitating work and become a PDT Facilitator. Starting this July, I'll  be leading a live hands-on facilitator session virtually by zoom this summer. Live, interactive sessions will be held Tuesdays and Wednesdays July 9, 10, 23, 24, and 30 , 31 from 9- 12 noon ET via zoom
The facilitator program will include
  • 6 half day virtual training sessions – Running This July 2019
  • A deep dive into the ins and outs of the resource
  • A supplementary Guide for Navigating the CBB/PDT which includes an additional 110 pages of information on how to lead clients through the resources, and additional exercises to support extended conversations.
Here’s what we cover in the six modules of live virtual training (Note: you need to be able to participate in these live sessions in order to become a facilitator of the work).
  • Module 1– An introduction to the foundations of PlanDoTrack and Coaching Business Builder
  • Module 2 – Setting up your own program, Knowing Your Clients
  • Module 3 – Success Primer, The Ecosystem, Creating Your Roadmap
  • Module 4 – Marketing Your Programs
  • Module 5 – The Planner, and Practicum
  • Module 6 – Practicum
As a facilitator you’ll have access to:
  • The GUIDE for Navigating the CBB and PDT
  • A virtual community of other CBB/PDT Facilitators
  • Learning and growth opportunities
  • A robust resource portal to support your work as a facilitator
  • Ongoing quarterly calls geared for the Facilitator Community.
LEARN more about the program here or register now. I'll be hosting a call on Tuesday June 11th from 230 - 3 pm ET to share more about the training program.
Not familiar yet with the PlanDoTrack resource? Check out one of the many calls I have hosted since the start of the year about this planner and workbook.

I look forward to hearing from you regarding any questions you have about the July Facilitator Training program. Email me directly

Check out the PDT Facilitator Training Program which starts July 9th.

Warm regards,
Jennifer

Jennifer Britton - Potentials Realized
PlanDoTrack is a workbook planner for virtual and remote entrepreneurs, leaders and teams
Check out the Weekly Planning Hack Facebook Live each week here.

Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)

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52 Weeks of Plan, Do, Track - Week 23: What's your message?

6/7/2019

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Week 23 Focus – What’s your message?
Focus Question: What are you doing to create a message that is clear, crisp and consistent? What is important to consider?

Description
We have spent the last few weeks exploring different marketing approaches which will have been of interest to virtual professionals and entrepreneurs. For those that are leaders and professionals internal to an organization, a reminder that positioning your message internally, and building a business case, draws on many of the marketing principles we have been talking about.

This week’s focus on “What’s your message?” is important to all virtual professionals and business owners. Being clear with your message, and its delivery is key to business success.

Across the span of a week we are constantly communicating. From formal presentations to meetings with your boss, to connecting with peers, communication happens formally and informally throughout the day.

This week’s focus is what’s your message? We’ll explore it in the light of making a presentation.

It’s often said that you have 7 seconds to make a good first impression. What’s going to capture the attention of others with your message?

Consider the following:
  • Distilling your message down to 3 bullet points. Take a look at this week’s quote.
  • Starting your presentation/communication with a factoid, photo or graphic to capture their attention.
  • Asking a question to get people thinking about how the topic relates to them.
What’s going to make the impression you want? In today’s business context, being heard and being understood is critical.

Activity
Think about an upcoming presentation or message you need to deliver. It could the announcement of a new program or offering. Work through these questions:
What’s your core message? What is it that you really want to say? Distill it down to 3 bullet points. What’s your intent? What do you want others to do as a result of the presentation?
​
Key to creating memorable messages is that it is:
  • Memorable – What will make this stand out? Is there a story or image you can share?
  • Clear – Review your message. What’s unclear?
  • Understood – what are the terms or issues people are looking for? What are people listening for?

Connection to the Workbook and Planner
Using the content planners and brainstorming space found towards the back of the planner can support you with your messaging. Also consider referring to some of the tips in Section 3 (Marketing and Promotion Essentials) as well.

Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here.

Best wishes, 
Jennifer

Read and download the initial weeks of the 52 weeks of Plan, Do and Track

Picture
​Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday or Thursday here. Be sure to like our page to be updated each week!

Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)
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PlanDoTrack Facilitator Training starts July 9th

6/6/2019

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https://media.giphy.com/media/h2UKyk1noU784qT4ok/giphy.gif
Save the dates  - July 9, 10, 23, 24, and 30, 31: Facilitator Training for Coaching Business Builder and PlanDoTrack
Are you a professional who wants to expand their toolkit of resources for virtual entrpreneurs, remote workers and virtual team leaders? Don't want to reinvent the wheel? Help us bring PlanDoTrack to the desks of 20,000 professionals by 2020!
Grounded in more than 15 years of coaching and training conversations, author and Coach Jennifer Britton is leading the inaugural CBB/Plan Do Track Facilitator Training this July (Jusly 9, 10, 23, 24, 30, 31 - 9-12 noon ET each day)
Her vision is to bring her latest two books - PlanDoTrack and the Coaching Business Builder into the hands and onto the desks of 20,000 leaders, 20,000 team members and 20,000 entrepreneurs by 2020. She can’t do this alone!
Here’s where you fit in – become a Facilitator for PlanDoTrack (PDT) and the Coaching Business Builder (CBB).

As a CBB and/or PDT Facilitator you can use the material in variety of settings. You might::
  • incorporate it into VIP days with virtual entrepreneurs.
  • work through parts as pre-work in group coaching
  • host a virtual retreat around it
  • purchase a copy of the book for each of your clients.

To become a CBB or PDT facilitator, Jennifer will be leading a live hands-on facilitator session virtually by zoom this summer. Live, interactive sessions will be held Tuesdays and Wednesdays July 9, 10, 23, 24, and 30 , 31 from 9- 12 noon ET via zoom

The facilitator program will include
  • 6 half day virtual training sessions – Running This July 2019
  • A deep dive into the ins and outs of the resource
  • A supplementary Guide for Navigating the CBB/PDT which includes an additional 110 pages of information on how to lead clients through the resources, and additional exercises to support extended conversations.

Here’s what we cover in the six modules of live virtual training (you need to be able to participate in these live sessions in order to become a facilitator of the work).

  • Module 1– An introduction to the foundations of PlanDoTrack and Coaching Business Builder
  • Module 2 – Setting up your own program, Knowing Your Clients
  • Module 3 – Success Primer, The Ecosystem, Creating Your Roadmap
  • Module 4 – Marketing Your Programs
  • Module 5 – The Planner, and Practicum
  • Module 6 – Practicum
As a facilitator you’ll have access to:
  • The GUIDE for Navigating the CBB and PDT
  • A virtual community of other CBB/PDT Facilitators
  • Learning and growth opportunities
  • A robust resource portal to support your work as a facilitator


LEARN more about the program here or register now 
Early Bird Rate on to June 21, 2019

I hope that you'll join us as we create a movement to make remote work, work!


Weekly Planning Hack #17 - Use An App to Support Your Time Management6/5/2019
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In this week’s Weekly Planning Hack, I’m exploring some of the varied apps that are available to support you in time management. Many of us have periods where everything is digital. This may be your daily practice OR it may be the way you do things while traveling or on the road for work.

Apps around time management can support many functions including:
  • Project Management
  • Time Tracking – where your time is going
  • Calendaring
  • Scheduling
  • Contents
  • Invoicing
  • Learning

Let’s take a look at some of the options under these umbrellas:

Project Management – Two of my favorite project management apps are Trello and Asana. While a little different in focus and look, they are both mobile and desk top friendly. I find I use Trello more for writing and creative projects like program design, while turning to Asana for projects that require collaboration.

Time Tracking – One of the first Weekly Planning Hacks here was around the Pomdoro Technique, a time management function where you use alarms and burst of work. Note what you have available to you through your phone and dedicated apps to track your time through bursts of focus.
There is also an opportunity to track your time through a multitude of apps such as Toggl, Timeline, Tsheets and many others. What do you use? Let us know in the comments below what you use and what you like about it?
 
Learning Apps – As an educator in both formal and informal contexts for many years, there are so many great ways to take “learning with you”. From podcasts to on-demand video-based courses. 

One of the applications I use with my clients is Teachable. You’ll note the Teams365 series of programming continues to grow in scope. The Teams365 Teamwork Foundations course has been joined this year by the 19 Productivity Tips and Time Management program. Having been involved in creating both corporate and public programming for many years I know how valuable it is for students to be able to learn in this flexible format. While it’s not for everyone, when there ‘s an urgent need, nothing beats taking a quick on-demand program.

Invoicing – for those involved in running a business, invoicing and financial apps are critical to keeping a business running and doors open. From PayPal to Quick books, along with other tracking systems, it makes it easy to receive and send money at the press of a button.
 
As you may have noticed, I did not touch on all of these and will be covering some of them in future posts. Stay tuned next week for Time Tracking and Time Tracker Apps.

Best wishes,
Jennifer

​Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday  here.

Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)

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Weekly Planning Hack #17 - Use An App to Support Your Time Management

6/5/2019

0 Comments

 
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In this week’s Weekly Planning Hack, I’m exploring some of the varied apps that are available to support you in time management. Many of us have periods where everything is digital. This may be your daily practice OR it may be the way you do things while traveling or on the road for work.

Apps around time management can support many functions including:
  • Project Management
  • Time Tracking – where your time is going
  • Calendaring
  • Scheduling
  • Contents
  • Invoicing
  • Learning

Let’s take a look at some of the options under these umbrellas:

Project Management – Two of my favorite project management apps are Trello and Asana. While a little different in focus and look, they are both mobile and desk top friendly. I find I use Trello more for writing and creative projects like program design, while turning to Asana for projects that require collaboration.

Time Tracking – One of the first Weekly Planning Hacks here was around the Pomdoro Technique, a time management function where you use alarms and burst of work. Note what you have available to you through your phone and dedicated apps to track your time through bursts of focus.
There is also an opportunity to track your time through a multitude of apps such as Toggl, Timeline, Tsheets and many others. What do you use? Let us know in the comments below what you use and what you like about it?
 
Learning Apps – As an educator in both formal and informal contexts for many years, there are so many great ways to take “learning with you”. From podcasts to on-demand video-based courses. 

One of the applications I use with my clients is Teachable. You’ll note the Teams365 series of programming continues to grow in scope. The Teams365 Teamwork Foundations course has been joined this year by the 19 Productivity Tips and Time Management program. Having been involved in creating both corporate and public programming for many years I know how valuable it is for students to be able to learn in this flexible format. While it’s not for everyone, when there ‘s an urgent need, nothing beats taking a quick on-demand program.

Invoicing – for those involved in running a business, invoicing and financial apps are critical to keeping a business running and doors open. From PayPal to Quick books, along with other tracking systems, it makes it easy to receive and send money at the press of a button.
 
As you may have noticed, I did not touch on all of these and will be covering some of them in future posts. Stay tuned next week for Time Tracking and Time Tracker Apps.

Best wishes,
Jennifer
​Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday  here.

Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)
Just announced - July's Facilitator Training for PlanDoTrack and the Coaching Business Builder. Are you interested incorporating these resources into your own work. Help me bring the resource out to 20,000 virtual entrepreneurs, remote workers and team leaders by 2020! Early bird rate on to June 21st.

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    Author

    Jennifer Britton is the blogger behind the popular Teams365 blog, a daily,blog for team leaders and members since 2014. Her latest publication is the PlanDoTrack Workbook and Planner. Pick up a copy at Amazon.
    She blogs here two to three times a week, with weekly planning hacks on Wednesday and Friday posts related to the 52 Weeks of Planning, Doing and Tracking.
    Follow the feed to keep updated!

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