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".
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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

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.

Week 22 Focus:
Marketing–Creating Continuous Content
Focus Question: If you were to create content around different themes, what would those themes be? 

Description
Marketing can take a variety of different forms. It can be useful to look at it from different time frames including:

• Short-term
• Medium term
• Long term

What are the different types of vehicles you would use to generate buzz about your work and offering in each of these different ways?

Ongoing marketing is critical for business success. It’s easy to run out of ideas. This week’s Tip gets you thinking about Creating Continuous Content.
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Whether it’s Facebook or a blog, Instagram or Pinterest, here are some of the varying ways to get your ideas out:
1. Create a series – i.e. 31-day series around the topics of your choice;
2. Create an A- Z series (take a look at my A-Z for Virtual and Remote Team Members);
3. Do an infographic about the different steps in the process;
4. Do a 60 second sound byte around the most important topics in your area;
5. Do an in-depth step by step guide with a series of different posts for the different areas of focus;
6. Create a Top 10 list of books
7. Prepare a top 10 list of videos to check out
8. Make a list of 10 Websites to check out
9. Create a go-to guide
10. Produce a user’s guide to (insert main questions or how tos)
11. Create a Top 10 trends from the year
12. Make a list of Ted talks to explore on the topic
 
What will help to make your message more strategic and targeted?
What is of interest to your clients? What will help to focus the conversation for people?

Activity
Get in to action around one of your key priorities in marketing. Use the list of 10 series above to create a series of marketing tasks. You might:

• Host a Facebook live, or Instagram call around a topic of your choice.
• Do a podcast around your topics
• Write an
• White post
• Linked in Article on Pulse
• Create an assessment or self assessment. For example, if you are working with leaders, have them identify what are the key skills they need to be successful.

What is the one that you have not explored AT ALL?
Who can help you expand your marketing reach? We talked about use of the Top 20 list in an earlier marketing post. Who could help you expand your message?

Connection to the Workbook and Planner
Section 3 is dedicated to Marketing Essentials. What are your key priorities around marketing?
Use the One Page Plan (page 275/277) to create a focused plan around marketing
Use the trackers to track the outcome or impact of this activity – note visits, likes, what gets traction.
specific activities or results for each of the activities.

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

Week 21 Focus – Challenges with Marketing
Focus Question: What’s the challenge for you around marketing right now?

Story
There are many challenges with marketing including:

• Not enough time dedicated
• Not being consistent enough with your efforts
• Not following through
• Not thinking about what your client/customer wants (think messaging, approaches…)
• Changing the topic too many times
• Not having a message on the channel your people are looking at (i.e. focusing on Facebook when people are looking to LinkedIn)
• Not using language that is meaningful to the group

Creating a marketing plan and strategy is important in terms of creating a focus for continued effort and actions. Writing things down so that you can see what you are doing, and track your efforts, can move you to a more strategic allocation of your time and resources.

Experimentation and trying things out in small cycles helps us get important data on what people like and don’t like, value and don’t value.  Things in the marketing space change quickly so not relying on just one channel can be of use.
Being able to repurpose material is key for ongoing marketing efforts. To create new content each day can be exhausting, and repurposing allows us to leverage what we have already created.

Activity
While there are many challenges we face in marketing, there is always an opportunity to repurpose the material we have already created.

This week identify key pieces of content you have created.  Think about how it could be repurposed.

For example, the next time to you create a blog post, consider what it could look like if you were to repurpose it three times, not just once.  So, consider this…
Original Version: A blog post on five things to do before the end of the year with your team.
#1 - Repurposing – Create it as a video – 5 Things to Do Before Year End with Your Team
#2 – Repurpose - Create an audio post/podcast around it
#3 – Combination: Combine this with other posts to make a larger article or download from your website.
#4 – Magnify:  Share the link with other content providers, so they can share it with their readers/followers.

Connection to the Workbook and Planner
Refer to the tools in the Content Planner Section. Take particular note of:
1. Tool – Content Tracker – For each piece of content, use the tracker to note how many views and reads it has gotten in each of the different locations.
2. Tool – Don’t Just Do it Once! Scaling Content (page 275 of PlanDoTrack and page 271 of the Coaching Business Builder)

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

​As virtual businesses, solopreneurs and service-based businesses, content and educational marketing may be a significant strategy in marketing, and letting the world know what we have to offer.

As someone who has been a long-term blogger (I published my first blog in 2005 – which is still active today – the Group Coaching Ins and Outs blog), creating content on a regular basis can be an ongoing endeavor. While we may feel like we need to constantly create new content, there are ways to recycle and repurpose our content in creative ways. As we say in marketing, it can take 7-11 times for a message to be heard. We don’t want to send the same message, the same way every time, but rather share the same message in different ways.

Consider this situation. You have spent time developing a presentation on the skill of influence – a key skill for virtual professionals today. You spent a lot of time doing research and pulling it together.

As you delivered the presentation, people really enjoyed it an asked for more. You realize that there are several different ways that you can expand on this content including:

• Taking some of the section headers and creating an article
• Making a one-page tip sheet of the key bullet points
• Creating a reading list of 10 must-read books
• Doing a blog series on each one of the topics more in-depth.

I shared this activity recently in the 19 Productivity and Business Tips. 

Activity
Take a look at all the content you have created. Note it down. This could include blog posts, Instagram stories, Facebook Lives, etc.

As you look at what you have created already, consider:

• What are the things your clients are looking for related to your already created content?
• What are the vehicles they would like that in? (Think blog post, Instagram post, video, e-book, other)?
• What would the 3Rs look like – repurpose, reuse, recycle?

Best,
Jennifer

Week 18 Focus – Projects – Partnerships (RACSI)
Focus Question: We usually don’t operate in isolation. Who do you want to/need to liaise with to ensure successful projects and activities?

​Description
Partnerships are essential for coaches, virtual professionals and others. For most of us, we interface regularly with external partners and stakeholders, who are often located in some distance away from us.

As virtual and service-based businesses, we may create a wide variety of partnerships in our work. We don’t always do it alone. As soon as we expand our work to others, it can be useful to think about what partnerships look like.

From co-coaching, to Joint Ventures, bringing on sub-contractors to co-designing programs. What can partnerships look like for you?

Given that we are interfacing with different stakeholders around projects at any given time, it can be useful to think about how different stakeholders need to be updated and “kept in the loop”. 

Research/Story/Six Questions
Who are the partners you want to keep in the loop? What are the key tasks and responsibilities?

One of the more common frameworks for stakeholder engagement is the RACSI. RACSI stands for:
R – Responsible
A – Accountable
C – Consulted
S - Support
I – Informed.
Let’s look at each one in turn.
Responsible = person or role responsible for actually doing or completing the item. Who needs to do the work? This might be the team leader who has to gather the expense information in the new format and submit it.
Accountable = The person who is accountable is usually the person responsible for undertaking the task. Who has ownership of this? Typically, the "responsible one" is accountable to this person.   The accountable person might be the General Manager, the Team Leader's boss.
Consult = the person or role whose subject matter expertise is required in order to complete the item. Consulted - Who needs to be involved and asked for input? Those consulted may involve other team leaders who have gone through the change, and team members.
Support = Who needs to support the work? What type of support is required?
Inform = the person or role that needs to be kept informed of the status of item completion Who needs to be told about the change or informed along the way? Individuals who are not part of teams may need to be informed so they know what changes are happening.

The value of reflecting on a RACSI for each project is that it helps you consider who you want to involve and keep in the loop. Projects sometimes are not successful when they have not engaged different players or stakeholders appropriately.

Activity
Consider one of your upcoming initiatives/ programs/projects. Who are the key stakeholders? Who is responsible? Who needs to support? Who needs to be consulted? Who needs to be informed?

Connection to the Workbook and Planner
Any time we bring shareholders on or work closely with a community, or membership site, it can be important to be focusing on the RACSI, as we consider how to communicate our messages.

Great partnerships are usually co-designed with intentionality. To help guide you through these conversations, I share a variety of questions to consider at different times of the partnership journey – pre-design, during design, during implementation and after the project.

Be sure to also download the Co-Facilitation Chapter. This link is found on page 93 of PlanDoTrack and page 89 of the Coaching Business Builder.
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Leverage the tools including the Partnership Questions on Pages 93 and 94 of the PlanDoTrack or pages 89 and 90 of the Coaching Business Builder.
 
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 of us, our work revolves around projects – some which last weeks, others which may last months or years.
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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.
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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

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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​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

​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