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

Week 12 Focus – Systems
Focus Question: What are the tasks and activities which need to appear seamless in your work, like the same person is doing it, whether the task is completed in Toronto, Las Vegas, London, Auckland, or Shanghai?

Description
Systems help us scale a business, reducing the time to do things, ensuring tasks are done consistently, and enabling us to accrue information so we can learn, and pass on to others as our team grows.

In growing a virtual or coaching business there are five key areas which can be important to focus on. This is an area we continue exploring at both the Teams365 Leadership Lab (for virtual and remote professionals) the Coaching Biz Growth Lab (an annual group focused on coaching business development).

If you are a remote or virtual worker, as the team context becomes more fluid with people becoming part of matrix teams where things may be one differently, systems create clarity and efficiency. They also help to capture key institutional learning as organizations grow, making it easier for people to step into roles that others once held.

As a business, systems help us automate and scale, reducing the time to complete tasks that may not require as much effort.
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Common areas which entrepreneurial businesses or virtual workers may find a focus on are:

• Sales and Marketing – Promotion
• Customer and Client Supports
• Registration and Onboarding
• Financial – Budgeting
• Communication 

Activity
Review the systems you have available to you in your business or work. What helps streamline? Ensure consistency? Allow you to scale?
What are the areas you want to focus more around?
Who can help you build your toolkit in these areas?

Connection to the Workbook and Planner
Refer to Section 3 in the Coaching Business Builder and PlanDoTrack for more on systems.

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 11 Focus – Enabler: Habits
Focus Question: What are the habits shaping your work?

Description
Habits are things that we undertake, almost subconsciously, to the point of sometimes not even being aware of them. As repetitive actions, habits are a powerful force, in shaping our work and business.

Story
At the beginning of each year, I find that conversation starts to flow towards dialogue around habits with my coaching clients. Perhaps this is because it’s time for a new year, or maybe because it’s a clean slate.

Here’s what I wrote about habits at the Teams365 blog,

“Habits and practices are things we do automatically, sometimes unconsciously, because they have come so ingrained. There are many schools of thought that create a link between habits and success. That habits lead to success.”
As the tagline in the Coaching Business Builder and PlanDoTrack asserts:

Daily Steps + Consistent Action = Momentum

Habits play a key role in shaping our regular actions. Habits are things we do automatically, and if we are able to instill regular go-to activities that can help us move forward, it can support automation of tasks and activities.
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As you consider your current goals and priorities:
1. What will help you be successful this year?
2. What are the consistent behaviors and actions you want to or need to undertake to move you towards your goals?
3. What could amplify, or magnify, those goals?
4. What's missing that could make a difference?
5. What small shifts would make a new ripple?
6. What does consistency mean for you around habits?
7. What could get in the way?
8. What is going to remind you about your commitment to your goals?
9. What do you notice about how your mindset is influencing your habits?
10. What is becoming automatic for you OR what needs to become automatic for you in your successful pursuit towards your goal.”
(Source: https://www.potentialsrealized.com/teams-365-blog/teams365-1466-2018-kickstart-day-5-of-8-habits-and-practices-to-move-you-towards-your-goals)

Activity
Make a list of the top 5-10 habits that shape your work as a business owner, solopreneur or remote worker. What are the things you consistently do, no matter what?

As part of the iceberg in Section 1 of the Coaching Business Builder and PlanDoTrack, you are invited to review pages 25 and 27 to identify your habits in work. Consider how they are helping and how they are hindering you.
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What are the changes you want to make in service to your goals?

Connection to the Workbook and Planner
Complete pages 25 and 27 in both the Coaching Business Builder and PlanDoTrack, to identify your habits in work, and how they are helping and how they are hindering you.

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