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Weekly Planning Hack #59 - Write It Down

3/25/2020

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“When you write down your ideas you automatically focus your full attention on them. Few, if any of us, can write one thought and think another at a time. Thus, a pencil and paper make excellent concentration tools.” – Michael LeBoeuf

How much are you keeping in your head? What is the cost of keeping too many ideas only up in the head and not captured somewhere? Many of us walk around all day trying to keep things in our head. What are the things you want to be capturing on paper or in an app?

Capture it before it flies away. How many times did you think of something great but didn’t capture it, and couldn’t remember it hour later?

We have limited capacity in terms of what we can carry in our brains, especially in short term memory. Have you heard of the 7 + or – 2 rule? That’s about how much our brains can remember at any given time, hence one of the reasons why phone numbers are only 7 digits in length.

It can be valuable to make our thoughts visible so you can keep it in focus and be reminded of it. In coaching, I usually encourage my clients to decide how they want to keep it visible. This might include a note on a whiteboard, a To Do list on their phone, a note in a journal or a file that on their computer.

Why write it down?
There are many reasons to write things down including the fact that:
  • Once we have things written down, especially when it’s all in one place, we may be able to see new patterns and connections, sparking new ideas. 
  • Get the little things out of your mind. Like cobwebs, this can start to muddle things up.
  • Articulating issues, whether writing or speaking, helps us gain clarity and work through issues.
  • Writing it out can help you see connections or clearly put language around something.

What are you going to capture on paper, or computer, today? How are you going to do that?

Enjoy your writing!
​Jennifer
​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

Check out these Instagram accounts @coachingbizbuilder & @remotepathways!
Check out upcoming programs on our calendar!

Are you a remote professional? Listen into the Remote Pathways Podcast on your favorite podcast player!
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52 Weeks of Plan, Do, Track - Week 32: One Percent Rule to Business Development

8/9/2019

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Week 32 Focus – One Percent Rule to Business Development
Focus Question: What are the consistent daily steps you want to undertake?
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Description
Since 2005 I have been sharing what I call the One Percent Rule to Business Development. I've heard from a lot of entrepreneurs that they like this notion of incremental business action. So here it is!
The 1% rule to business development consists of a series of 8 different stages:
1. Create the Vision: Our vision sets the broad swath of possibility. It gets us thinking about what is possible. It also helps to anchor us when we think about where we want to go and what we want to do. Making our vision detailed and keeping it visible can be important. How are you enshrining your vision?
2. Prepare. During the preparation phase we want to get clear on what the requirements are for our work and projects. We want to know what a successful result looks like. We want to be clear on what resourcing is needed. During the preparation phase we will gather all the information we have so we can pull together a plan.
3. Create an action plan. In my work as a coach, I usually get my clients to create a One-Page Action Plan. The value of the One-Page Plan is that it contains all of the most important information in one page. The One-Pager be placed in a visual location so that you can refer to it quickly AND regularly. What’s on your action plan?
4. Seek out support. What is going to help you achieve the key goals you have set out for yourself? Support can take many forms – financial, technical, people. What do you need to be successful?
5. Take ongoing small steps. As my father, a retired entrepreneur himself, always reminds me that “Rome was not built in a day”. The premise behind the workbook planners is about taking REGULAR, CONSISTENT action. In building a business by ourselves burnout may be a possibility if we move too fast. It can be important to take regular small steps to create the momentum needed for things done quickly.
6. Test, Learn, Retest. In the sixth step were going to test things out. Today's volatility and complexity requires that we experiment regularly.  With the data we receive from the initial test or action we can learn and apply then retest and learn again. This is an iterative process which continues. Throughout the business cycle we may move through different bouts of experimentation. Each cycle creates an opportunity for learning and growth.
7. Learn, Iterate and Act. Each action creates a reaction, which over time creates its own momentum, making it easier to achieve the goal. Along the way learning and feedback will help to shape what we do.
8. Ultimately our goal is achieved. Based on our experience we will further refine the vision that we set out for ourselves, expanding it or modifying it based on our experience. This will further support and shape our actions are we move forward with the next cycle and process.
This cycle may take place in a short amount of time, for example a day or it may be phased over the longer term of a project.
 
Activity
Using your business or a current project, work through the One Percent Rule. What can action and learning look like around one of your most important goals? Map out the 8 steps of the One Percent Rule.

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​Connection to the Workbook and Planner
Refer to the One Percent Rule to Business in Section 1 on page 29 of the Coaching Business Builder, or page 31 of PlanDoTrack.

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
Check out the new 19 Productivity Tips on-demand program. Explore this video based program at  your own pace, and join Jennifer for bi-weekly calls as part of your course.
Follow the #90DaysPlanDoTrack series on Instagram
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Weekly Planning Hack #22 - 3 Action Steps

7/10/2019

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​Many professionals today operate in an environment of distraction and rapidly changing sands. While this may be our context, having concrete action steps to keep focusing on can mean the difference between satisfaction in getting the important things done, and feeling like we have “whiplash” when buffeted by ongoing change.

One of the sections you’ll see in some of the 28 different planning tools included in the PlanDoTrack and Coaching Business Builder are an invite to share your Top 3 to 5 goals. In offering different learning options and presentations I will also ask “what are your three action steps?”.
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What are the action steps you want to take this week? What are you going to do to keep that visible to yourself? (Note last week’s different suggestions in Weekly Planning Hack 21 on Making It Visual.)
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What are the three action steps you want to take this week?

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), 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 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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Replicate and Scale with Virtual Business Systems: PlanDoTrack Virtual Book Call May 27

5/27/2019

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This month's PlanDoTrack Virtual Book Club call focuses in on five virtual business systems which help to create consistency, replication and scalability for virtual and remote businesses, and teams.
Join me as I cover 5 core business systems you will want to explore with your own niche in mind. This call runs for 30 minutes and is one of the monthly Virtual Book Club calls for PlanDoTrack and the Coaching Business Builder Workbook and Planners.
Warm regards,
Jennifer

Jennifer Britton, PCC, CPCC
Potentials Realized
The next PlanDoTrack Virtual Retreat happens this Thursday May 30th between 10 - 2 pm ET. If you are a solopreneur and are looking for a structured process to do some business planing, consider joining us. Click here to learn more and register.

Phone: 416-996-8326
Check out the #90DaysPlanDoTrack series of daily prompts for your work and business over on  Instagram @CoachingBizBuilder.
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52 Weeks of Plan, Do, Track - Week 19: Marketing

5/10/2019

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Week 19 Focus – Marketing
Focus Question: What do you want to do to get the word out about your work or business?

Description 
Marketing is often one of the biggest question marks for new (and experienced) business owners. It’s also a significant area for virtual professionals who may be representing an organization in a specific geographic area. In this light, marketing may be referred to as advocacy, positioning or representation.

Taking time to focus regularly on marketing/advocacy communication and related tasks is key.

This aligns with the Daily Steps + Consistent Action = Momentum tagline of the Coaching Business Builder and PlanDoTrack books.

What are the daily steps and consistent actions you are currently undertaking around marketing? How is it starting to add up?

For many years as I was starting my own business, I taught marketing studies and other business subjects to post-secondary students. As different as we might think that marketing principles vary, they are quite similar across industries. Likewise, while the vehicles have changed over the years, many of the principles remain the same.
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In marketing, whether we are selling shoes, an idea, or a service, we talk about the 5 Ps. Each product, service or idea typically is shaped by these five things (all starting with P):
Product/Program -What are you offering? Be specific about what it entails.
Price - Consider what is included in the pricing. What is the market rate? Are you above the market? Below the market? At market pricing?
Place - Where are you offering this? Is this a physical or digital product?
Promotion - What promotional strategies do you want to use?
Refer to the 9 Promotional Vehicles I cover in the Coaching Business Builder and PlanDoTrack.
People - Who do you need support from in order to make this happen? What resources do you need?
Take notes around these five areas.
General questions to consider around marketing:
  • What do you like to do?
  • What will leverage your strengths?
  • What can help you?
  • Who can help you?
  • What can you do consistently?
  • What can you automate?
  • What will resonate – articles, sources, topic?
  • What vehicles will work best?
  • What frequency will work best?

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Connection to the Workbook and Planner
Review Section 3 of the PlanDoTrack and Coaching Business Builder. Marketing is important for external professionals to engage with. If you are an internal professional working for an organization, marketing is often referred to as positioning. We may be building a business case for new budget or approval of a new project or program.

Take time to review section 3 of the planner, particularly the different promotional vehicles we can use to get the word out about what we offer.

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
Check out the new 19 Productivity Tips on-demand program. Explore this video based program at  your own pace, and join Jennifer for bi-weekly calls as part of your course.
Follow the #90DaysPlanDoTrack series on Instagram
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Weekly Planning Hack #12 - Trackers

5/1/2019

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​“What doesn’t get measured, doesn’t get done” – Tom Peters

Tracking is an often-overlooked component of success. A common saying is that what doesn’t get measured, doesn’t get done OR what does get measured, does get done.
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What are the metrics you are tracking in your business?
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For virtual businesses this might include:
  • Sales
  • Revenue
  • Time spent marketing
  • Service delivery time
  • Content Creation Time
 
For virtual or remote employees this might include:
  • Commute times/travel time
  • Time spent on social media (you can now use your iPhone to immediately see your usage on different sites)
  • At work
  • In meetings
 
What are the things you are aiming to adjust or impact?

Have a great day!
​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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Weekly Planning Hack #11 - Projects, Tasks and Activities

4/24/2019

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​For many of us, our work revolves around projects – some which last weeks, others which may last months or years.
​
Throughout the Planners in the Coaching Business Builder and Plan Do Track, I invite you to consider the Projects, Tasks and Activities you are focusing on this month.
​
As it relates to projects, these might include projects which are focused in on creating new processes or procedures or designing and running a program. Projects are usually the larger umbrella which houses discrete tasks and activities.

Tasks and activities are discrete steps. They might be as small as reviewing a report, or as complex as creating an e-book. You’ll want to consider what level of granularity supports you as a professional. Personally, I find that I may include larger projects first as a task, until I figure out how to break it down into smaller, more discrete pieces.

As you consider projects, tasks and activities, you might note every month what you want to:
  • START
  • Complete/Wrap up
  • Continue
For projects that are completing and getting wrapped up, consider these questions:
  • What do you want to note in terms of learning – what worked, what didn’t?
  • What helped to facilitate and what derailed things?
Spending time on a monthly basis reviewing these elements can ensure that our ideas get carried forward. Seeing them in one place helps us to be more methodical, as well as be able to communicate what needs to get done when, how, and by/with whom. Projects also benefit from time estimation – estimating how much time it really takes to get something done.

What’s important to consider around projects you are managing right now?

Check out recent posts on the topic of Project Management from:
The Teams365 blog for Leaders
Coaching Business Builder blog for Coaches

​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), 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 16: Project Management 101

4/19/2019

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Week 16 Focus – Project Management 101
Focus Question: What are the projects you are involved in with your business and work right now?
​

Description
As small business owners we will often be managing a series of projects. Not all of us are trained in the areas of project management. Quality of a project is determined by a balance of Time, Cost and Scope. If one of these qualities change, there will be an impact on the other two elements.

Projects may be as big as a book creation which is scaled over several months or years, or as discrete as writing a newsletter.
  • Certain elements are key in managing projects
  • What are the main tasks?
  • What do you need to ensure you get done?
  • Who is responsible for what?
  • What are the tasks which are required?
  • What will success look like?

Story - Project Management 101
As a former project manager my world was always framed in program starts, mid-points and end of project reviews. Spending time on end-of-project review helps us reduce learning and mistakes in a second iteration.
Regardless of how big or small the project is it can be useful to talk stop and pause and see how things are going.
​
Some of the questions at the midpoint could include:
  • What's working well?
  • What changes are needed?
  • What resourcing needs to change?  (Think: human resource is, IT, other resources…)?
  • Who else can we learn from?
  • Are there other projects with have experienced a similar status?
In the world of project management, we want to make sure that projects are on time, on scope, and on budget. This is often known as the triple constraint and in any given project these three elements are interdependent. Think about a triangle.
If time changes, the budget or scope needs to change. For example, if you had originally ear-marked 6 months to have a book published, and all of a sudden it needs to be ready in the next 3 months, you will need to explore:
Adding more resources – paying for rush service, or bringing other people on board to help
OR perhaps you need to make the book shorter, so instead of having it be 20 chapters, publishing it as a 10 chapter book this year, and aiming to publish Part 2 of the book as a follow-up next year. 

There is a whole slew of project management tools available. Tools to explore include Asana, Trello, or other apps. 

Activity
Consider a project you are working on. What is the time, scope and budget?
Break things down into project tasks and activities.
What are the major milestones?
What needs to be done by when?
What do you want to do each month or week of the project?  Map it out/create a timeline.
Who are the key stakeholders you need to engage with and keep updated?

​Connection to the Workbook and Planner
Every month use Monthly Daily Tracker to capture key learning from projects. Noting data (milestones, completions, meetings) may help with things like Time Estimation, Process mapping or other learning for this project or others.
As you complete your Monthly To-Dos each month note any projects, tasks and activities you are working on.

There is space in each of the Monthly One-Page Planners to note projects you are starting, continuing and ending.

You can also adapt the Content Trackers or monthly trackers to track the different stages of the projects you are engaging with.
 
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
Check out the new 19 Productivity Tips on-demand program. Explore this video based program at  your own pace, and join Jennifer for bi-weekly calls as part of your course.
Follow the #90DaysPlanDoTrack series on Instagram
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Weekly Planning Hack #8 - Top 5

4/3/2019

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For many years in my global career I faced multiple complexities which would get in the way of a regular work day. From regular periods of no electricity, to political and natural disasters which pulled work off course. I learned early in my career the value of two things which continue to help me flourish today –

#1 – Focus – Focus when you can, even if it is for a short while. Productivity is not always about the long haul, it can also be about the short burst of focused effort. This is especially true in my world where I am regularly juggling roles, hats, responsibilities and clients. As much as I would love to have huge swaths of time to undertake my work, it’s unlikely. Therefore, focused burst of work, coupled with #2, help me (and the business) keep moving!

#2 – Be clear on the top 3 – 5 goals for the day, week and month. My world was the world of contingency planning on steroids, so being clear on what top 3 or 4 to-dos were for the day, or the week, or the month, created a powerful anchor to planning, and also feeling satisfied when EVERYTHING on the list did not get done (which was almost every day).
​
What are your top 3-5 goals TODAY? This week? This quarter? Do you review these regularly throughout the week/month/quarter and adjust accordingly?

Best,
​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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    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.
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