This week’s Weekly Planning Hack invites you to think about decluttering your digital landscape (or even starting afresh).
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Recently, decluttering has been a popular topic in everyday lifestyle arenas. From Marie Kondo’s philosophy of “Does it bring you joy?”, to Gretchen Rubin’s focus on “Outer Order, Inner Calm” (the same name as her newest book), we may also want to take a look at our digital landscape, where many of us spend a bulk of our time.
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Take a look at your digital landscape (which may include phones and computers, and tablets, and hard drives). Ask yourself:

• What is working well?
• What aren’t you using?
• What can be removed?
• What needs to be backed up? After that back up – what do you want to keep? Archive? Spotlight?
• What needs to be deleted?
• What do you need to unsubscribe from?
• What is your vision of a truly satisfying digital landscape on the different devices you own?
• What would minimizing look like for you in terms of devices and content?

Earlier this year I spent some time exploring this topic with a group of business owners. The topic of digital clutter was causing significant angst for several group members, impeding their ability to get work done.

On a scale of 1-10, how important is this topic for you right now?
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What is the time window you are going to allocate to focus on it?

When will you get it done?

Best of luck!
​Jennifer

Week 29 Focus – LinkedIn
Focus Question: What does your LinkedIn profile portray?

Story
LinkedIn is an important social media vehicle especially for those who are looking at working in organizations and corporations. Many HR professionals or leaders may go to LinkedIn to check out the resources.
 
What are the things you want to include on LinkedIn? You might consider:

• Posting articles or a new resource through LinkedIn Pulse
• Sharing a photo of you at work with clients (with permission of course!)
• Share an update regarding a recent award or other
• Sharing a press release
• Post in a group and keep the conversation going

​Activity
Review and update your Linked In profile. What does it showcase? What needs updating?

• Who are you connected to?
• What are the things you want to post on LinkedIn?
• How much time do you want to dedicate to it?
• What traffic do you get around what you have listed? Note these in your tracker.

Using the following chart make a list of engagement points:

Connection to the Workbook and Planner
Use any of the content scheduling tools to plan for and track your LinkedIn focus.
 
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

​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

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.

​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

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.

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

​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)

Week 20 Marketing - A Different Perspective
Focus Question: What’s another way to approach marketing to get unstuck or breathe new life into your efforts?

Description
The Evil Twin - Marketing
Marketing is often seen as a “necessary evil” or To-Do in any business. To make it a little more fun, it can be useful to consider an alternative perspective,  twin or personality to take on. Perhaps you have always wanted to be a diva. What would it be like to step into that personality as you approach marketing?
One of the most important activities which coaches can undertake is that of the Sweet Spot Exercise. While I did not publish this in the Coaching Business Builder, you will find it in the digital chapter on marketing in the From One to Many: Best Practices for Team and Group Coaching book (do check it out at https:/www.from12many.com/downloads.html - use code 4411 to access the Marketing Chapter on Group and Team Coaching).

The sweet spot gets you to consider three questions:

1. What are you good at?
2. What are you passionate about?
3. What do your clients want, need and prefer?

If you have done this before, take a look at the opposite or negative space. Reverse it by asking:

• What’s the flipside of the Sweetspot?
• What are you NOT good at?
• What are you not interested in?
• What do your CLIENTS NOT want, need and prefer?

Reviewing these questions regularly can provide some interesting insights into where you potentially might want to focus more of your marketing efforts.
Some other questions to provoke new perspectives around marketing are:
If you were to look at this activity rather than a time sucker, what could it look like as an enabler?

If you see it as a community builder, what else might it offer?
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Thinking about things from an alternative perspective can be useful in terms of focus and application and breathing new life into areas you might have gotten stuck around.
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Over the new few weeks we’ll be exploring several of the different vehicles and approaches. Much of this will return back to these strategic questions of what are you good at, and what do your clients want.

Activity
Work through the questions posed around marketing – what do you notice about your 5 Ps?

Connection to the Workbook and Planner
Section 3 of both books covers nine different promotional strategies you might want to employ.
Always remember that your clients will dictate what approaches are going to be most relevant and impactful.
Take some time this week working through the 5 Ps of your business, and activities you can undertake to further clarify the 5 Ps.

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 13 Focus – Quarterly Check In: Skills
Focus Question: What have you accomplished in this last quarter? What are the tasks you want to undertake in the next quarter?


Description
In addition to building in time for weekly and monthly planning, it’s also important that we build in time for quarterly planning. For some, it may be easier to break down annual goals into quarterly milestones and micro-projects. For others, you might work upwards from monthly themes and projects to quarterly plans.
A quarterly check in can look different for each virtual professional or business owner. From dedicating an hour for review to ear-marking a full day with the team to review and plan for the time ahead. Be sure to use the weekly, monthly and annual resources available to you in the workbook planner.

Research/Story
Create a quarterly review day. Put a date on the calendar every quarter can help to update certain tasks. Set a date in your calendar to look at the following quarterly items:
A. Review financials – sales, expenses, revenue. What needs to be changed? Where is revenue going? What is cash flow like? What about the accumulation of debt?
What is the financial data saying? What is that status around invoicing and accounts payable.
B. Update your metrics. Complete your statistics.
What are the things you are tracking in the Monthly Daily Trackers?
Over the course of the last 3 months ask yourself:

• What are the patterns you are noticing?      
• What has shifted?
• What has stayed the same?
• What are you surprised about?
  

C. Note programming/services delivered:

• What have you been doing?
• What has been selling?
• What engagements did you get – speaking, coaching, training?
• How much volume of work have you been involved in creating and/or delivering? What’s working? What’s not?

Ensure that you have a footprint or record of your work - What was the focus of your work, major achievements, contact details. Have you put a copy of material in your portfolio (digital or hard-copy)?
D. Focus on project related work:

• What are the projects you are STARTING?
• What are the projects IN PROCESS?
• What are the projects you are COMPLETING?

E. Examine resourcing:
What resourcing is helping you? Consider:

• Materials
• People
• IT

What are the contingency resources available to you and you ok?
F. Content Creation and Visibility:

• What is on your content calendar for the next series of time?
• What content have you created that you can scale or replicate?

Client/Customer log and statistics. How much coaching are you doing? What skills have you been leveraging?
G. Organizational Learning Check Point

• What’s working and what’s not?
• What key learning has been undertaken?
• What learning needs are there going forward?

H. What are the other things you want to review?
I. Looking ahead – What are the main priorities for the next 3 months?
What are the creative projects which are going to pull you forward?

Activity
Schedule in 15-30 minutes to undertake your quarterly review. It might include a selection of these questions listed above.

As part of the review you might also undertake or revisit any self-assessments such as Wheels you have completed.

In both the Coaching Business Builder and PlanDoTrack, I have included a Wheel of Small Business Mastery (page 8 in Coaching Business Builder, or page 27/28 in PlanDoTrack) and/or Virtual and Remote Work page 14 in PlanDoTrack).

Take a few minutes to score yourself and revisit where you are at. What has shifted? What new skills have you learned or started to master due to use? What new skills are required on the horizon?

Connection to the Workbook and Planner
In addition to the wheels there are four sets of quarterly tools throughout the two planners. Be sure to take some time to explore these tools in Section 5 of the Workbook/Planner:
Quarterly To Dos – Use this to capture key to-dos in each of the 4 quarters of the year. Some professionals will use this as a warehouse over the course of the year.
Quarterly reflections: Use the chart to capture:

• Projects
• Achievements
• Learning
• Opportunities

Quarterly Planner Sheet: Use the one page to identify your top 5 goals for that period, identifying projects, also highlight key task on each month (5 weeks outline per month)
Finally, join Jennifer for a live or on-demand quarterly planning session where she provides you with a step-by-step series of questions to think about for your quarterly plan.

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

​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

​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

 
​FEbruary has been earmarked as National Time Management month. As such, I thought that it would be appropriate to focus several of our posts specifically to time management and personal productivity, two key themes as part of the PlanDoTrack Workbook and Planner. Stay tune for posts this month focused on getting your remote workspace more organized (Next Monday February 11th) as well as a number of other time management posts.
Our first post of the month gets you to step back and do a bit of planning BEFORE you embark on your monthly activities. As a former project manager myself, I know how important planning is in creating more focused effort! An old project management adage goes "5 minutes of planning can save you 60 minutes of unfocused effort". 
As much as some things change, many things stay the same, and whether you plan on paper, the back of a receipt or on your phone, planning is planning.
To get you started, here are a couple of questions to consider:

• What's important for you to tackle this month?
• What are the key priorities you want to keep top of mind?
• What will success look like around these key priorities?
• What is the dedicated time you are going to protect to make sure that these priorities do get done?
• What do you need to say no to (by delegating, deferring or saying no) this month?
• What are  you going to track to make sure you are on target?
• Who else do you want to enlist to support you with your key priorities this month?

I'll be doing a few more extra posts this month, focused specifically on time management and personal productivity. I hope you'll join us!

If you have a copy of the PlanDoTrack Workbook and Planner, be sure to check out Section 4 where I include several different tools and resources to support you with prioritizing.

Enjoy!
Jennifer

Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best PRactices for Team and Group Coaching (2013)