We operate as part of a larger web. As Buddha wrote:
“As a net is made up of a series of ties, so everything in this world is connected by a series of ties. If anyone thinks that the mesh of the net is an independent isolated thing he is mistaken. It is called a net because it is made up of a series of interconnected meshes, and each mesh has its place and responsibility in relation to other meshes.”
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• What are the relationship webs or meshes you are part of?
• What are the ties you have made in your business?
• Who do you rely on to make things happen?

Even as solopreneurs or someone working remote we are a bigger part of a web. Being clear on how we connect and interrelate can help us be more focused and intentional in our messaging, marketing and communication.

This week take some time to draw out your web of relationships.

• Who are the people you connect with internally? Externally?
• Who are the people in your web that are influencers? Connectors?
• Which relationships need attention? Which new relationships do you want to develop?

Have a great Wednesday!
​Jennifer

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?

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

Questions form the backbone to any great coaching conversation. What is the state of questions being asked in your team?

While asking informational questions can be of great value, in the virtual team context, we may be in multiple conversations where we are using questions to:

• Help people clarify what they know themselves
• Create shared experiences and new shared knowledge
• Support people in coming up with a solution for their context

When we operate in the virtual and remote context it usually means that we aren’t having to advise, but rather coach. This can necessitate a different set of questions or a different way to ask questions rather than a Yes/No approach.

In creating more powerful questions for the virtual space we want to focus on a few things:

1. Make sure our questions are clear- Shorter is usually better. Are you asking one question at a time or more than one?
2. Consider when it’s more appropriate to ask an open-ended question rather than a question that will lead to a yes/no
3. Ensure that we are using language and terms that are more resonant to the person we are speaking with. The diversity on virtual teams can span language, technical skills, professional background, and geography to name a few. What is going to be understood best?

In coaching we usually encourage questions to be:

• Short and concise
• One at a time
• Starting with WHAT, rather than WHY (which may put people on the defense if trust levels are not high)
• Noting when HOW questions may put people into problem solving or how to, early
• Focused on both expanding awareness around issues AND supporting action

Take a look at this short video I created on 20 powerful coaching questions. You may find it useful to incorporate into your own work as well.
 
Best,
Jennifer

Week 17 Focus – Content Creation
Focus Question: What role does content creation (or distribution) play in your world?

Description
At the heart of many virtual organizations, and service-based businesses is content creation. Whether it is designing a new course, writing a blog post, leveraging a series on Instagram, content creation is key. This is why the CBB and PlanDoTrack, includes the Content Pages. As a reminder, included in the Content Pages Section are:
Monthly Content Trackers – Use this to capture what you are posting every day of the month. Include the streams you are posting on, how many visits, likes, comments or other things in notes. You have space in the bottom right corner to note any themes which you are focusing on for the month. This information becomes a gold-mine for years to come!
The Monthly Content Journal – Use these to capture one word reflections on the day . Perhaps you are doing some research. Maybe focusing on capturing new ideas, thoughts than need an anchor somewhere.
31 Day Challenge – Don’t just do it once. Series create energy and generate community. What could you focus on daily for 30 or 31 days in your business to create a baseline, or spread the world?
Content Collaboration Plan - Who can you collaborate with? What do they do? Who do they serve? What could collaboration look like? Why would you want to collaborate or have a joint venture with them? What can you offer them in return for your partnership?

Activity
Review the different Content Tools available. How could you leverage these in your work, and around your current priorities?

What is the content you have created? Make a list and/or note how you might repurpose or repackage the material for different platforms. For example, if you have a blog post, could it be combined with others to create an article, or be converted into a video.

Review your current content calendars. What’s working? What needs to be developed? When are you scheduling in time to create content?

Need some inspiration? Check out the 31 Days of 1BizStepaDay. You’ll find it over at the CoachingBusinessBuilder website.

Connection to the Workbook and Planner

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

Best wishes, 
Jennifer

Read and download the earlier weeks of the 52 weeks of Plan, Do and Track series

Week 16 Focus – Project Management 101
Focus Question: What are the projects you are involved in with your business and work right now?
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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.
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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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“There are patterns which emerge in one's life, circling and returning anew, an endless variation of a theme”
― Jacqueline Carey, Kushiel's Chosen
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At the start of the year there is often a push to pick a theme to anchor the year. In my past few years I’ve had themes like – Waterfall (2013), or this year’s theme of Magnify. These anchoring themes can provide a valuable touchpoint in terms of focusing effort, creating momentum or even helping with decisions. For example, this year when I am faced with competing options I am finding myself asking the question – which one would help me magnify things more.  Have you considered setting a theme as well for the month or quarter?

You’ll notice in many of the planning tools I have included in the planner sections of PlanDoTrack and Coaching Business Builder, that there is space for you to note the theme.

To support you in picking a theme this year, you may want to take a look at some of the photos I share in a video I created earlier this year for setting your annual vision. You can view it here.

What is your theme this month? 

Best,
​Jennifer

​Week 14 Focus – Automation
Focus Question: What can you automate in your business?

Description
There are many tasks in a small business which can be automated. Automation brings the benefits of scaling, supplication maximizing your resources.  Think about these items:

• Invoicing (particularly installment payments and other)
• Subscriptions
• Newsletter distribution
• Content creation and distribution
• Video production

What else can get automated in your business?

Research/Story
As much as AI (Artificial Intelligence) is feared, it’s also something which can be leveraged to further level the playing field for small business.

Here’s a quick story. Flashback to 2014 and the introduction of offering on-demand video-based programs. Filming, voice over, selecting the graphics could take hours. In 2017, I found Lumen5, a video program which harnesses AI to provide quick creation and rendering of short videos. That platform now enables me to import content I’ve already created (think blog posts and articles) and then have the system convert it to a short video. Total timesaver and a creative tool!

Check out the Fall 2018 quarterly planning video here.
Check out the Vision video here.  (3 minutes)

Activity
Consider some of the tasks that could be automated in service to your work and business

• Who can help you do this?
• What will it take them to set it up?
• What will automation look like?

Connection to the Workbook and Planner
Include any automation tasks in your workbook. Consider the systems you might want to automate (Refer to Section 3 - Pages 70 - 75 of Coaching Business Builder, or pages 73 to 80 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

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).
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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

​What do you do each month to capture your learning and what you’ve achieved? One of the favorite things I have enjoyed doing since launching the Coaching Business Builder Workbook and Planner last summer was holding virtual month end planning sessions. These are a short paid program, which takes you through a series of reflective prompts and opportunities for capturing your learning over the last few months, and what you are planning for the month ahead.
 
While one hour might seem hard to find in your schedule, the benefit of having a focus for the next month is invaluable. Connect this with capturing learning (what worked well and what didn’t) from earlier months, makes it a very powerful process. 
 
Month end planning sessions are usually held on the last working day of each month from 6-7 am ET. Yes, it’s early, AND have you read the literature on what successful people do before breakfast? I’ve moved into my 2nd year of starting work at 5 am ET. I am not sure how much of the creative projects which fuel me, I would be able to achieve without this time.

If you are not an early bird, the good news is that this month's Month End Planning session will be held on Friday March 29th from 3 - 4 pm Eastern/New York on zoom. Those joining me for this paid one-hour one-off program will benefit from getting a chance to do a Quarterly Review as well. More info and registration at the top of this page.

We are going to be exploring questions related to your achievements, learning and plans for the next month and quarter.

If this is a topic of interest to you, be sure to check out the Facebook Live I did earlier today which is now posted at the PlanDoTrack Facebook Page, as well as this article "Create a Pause for Clients via Quarterly Reviews or Retreats, I wrote for the Coaching Tools. You can read that article here at their site.

Hope that you will join me for the month end planning session later this month! You can sign up here.

Best wishes,
​Jennifer

​Has spring sprung in your part of the world? We are just around the corner from Q2 and I thought it would be useful to focus this week’s blog post on 10 Questions to ask in setting your Q2 goals.

1. How am I on target with my 2019 goals?
2. What were my major accomplishments during Q1? (Think about yourself and your team?)
3. What systems helped? What systems need attention?
4. Where is revenue/sales/impact coming from?
5. What activities are giving me/us results?
6. What can I do to magnify these?
7. Where do I need to become more efficient in my work? More effective?
8. What needs attention?
9. What am I doing to build relationships?
10. What are the items and conversations which are important to note and carry forward?

When did I last revisit my SWOT?  (A key strategic planning tool is the SWOT – if you are not familiar with this, be sure to check out the exercise in description of Section 4 of the PlanDoTrack Workbook and Planner)

What is going to provide you with efficiency and effectiveness for Spring?
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Best wishes,
Jennifer