Week 31 Focus – Marketing Review
Focus Question: What needs a tweak with your 5 P’s?
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Description
Last week we started to take stock of where you are around dialogue and marketing of your work. Whether you are internal, or external, we are regularly marketing ourselves. Internally we may be focused on personal branding and/or creating and positioning a business case for our work. Externally, we want to offer the best item of value to our customers or clients.
 
When we explore the topic of marketing and program/product design, we often talk about the Marketing Mix or the 5 P’s– Product, Placement, Promotion, People, and Price. Knowing our 5 P’s and reviewing it regularly ensures that we are on target with what our customers or stakeholders want.
 
This week, as review, note what’s worked, and what hasn’t recently in the five different areas of the 5 P’s.

Activity
Use associated worksheet to note what’s worked and what hasn’t around the 5 P’s around your product or service offering.
Undertake a review of your metrics. This could include numbers of subscribers, engagement, posts, views, follows, comments etc. What do you notice?
What’s working around your marketing right now?
Consider the business which has come in, over last six months. What sources led to it? What is in the pipeline? What has shaped this?
 
Do an audit on your content. Consider:

• Content to be created
• Content which is being consumed
• Content which could be repurposed
• Syndication options – WHERE and THROUGH WHOM could you expand your web of followers and readership?

Connection to the Workbook and Planner
Part of doing a marketing review is reviewing metrics and trends. Take a look back at your notes. What do you notice? You may want to:

• Review the Annual planners and quarterly tools
• Review the monthly daily planners – what do you notice?
• Use the Content Creation Tools in the Coaching Business Builder or PlanDoTrack to Track and note ideas you want to action
• Use brainstorm list to capture these ideas around marketing

 
 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

Week 30 Focus – Marketing Review
Focus Question: What’s working and what’s not?

Description
In this week’s focus, we’re taking stock of different marketing approaches – what is working and what is not. We’ve spent several weeks exploring different promotional strategies, including LinkedIn and Instagram.
 
Building a regular practice of doing a review of what’s working, and what’s not, around marketing in your business, can save a lot of time in the long run.
 
Some of the things you will want to consider as you go to do a marketing review are:

1. Note metrics. What things are getting traction? What’s getting read? What’s not?
2. With certain posts, is there a tweak or adjustment you can make?
3. What posts could be repurposed and republished in other ways?
4. What are the items that you could use for redistribution?

Activity
Note the data you are tracking. From a high-level overview what does it indicate?
Looking to each of the marketing items you track, which one is progressing as you would like it to?
If you have multiple posts, which ones are working best?
Which ones are not getting traction as you would like?
Are you tracking the things that you want?
Where is your energy and enjoyment with this process?
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Connection to the Coaching Business Builder/PlanDoTrack Workbook and Planner
Review the metrics you have which may be part of:

• The Monthly Daily Tracker
• Taking Stock – Monthly Reflections (refer to Key Metrics)
• Monthly Content Trackers
• Monthly Content Journals – One Line a Day
• Don’t Just Do It Once! Scaling Content

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

​As we move from one season to another, we have the opportunity to undertake a “clean sweep”. Having lived and worked in the tropics for the first 15 years of my career, and now having been back in Canada for 15 years where the seasons are so distinct, I have come to (re) appreciate, how significant seasonal change provides an impetus for change and review. Have you done a clean sweep of your surroundings lately? Is it time to clean up your files? Your desk? Your contacts?

There is a lot written on clearing and creating order – from the work and writing of Marie Kondo to Gretchen Rubin’s new book – Outer Order, Inner Calm.

Last fall, I offered up a weekly planning tool (separate from the Coaching Business Builder and PlanDoTrack) called the Clean Sweep. Structured as a five-day planning tool, it also offers some prompts and reminders for business owners or virtual workers to take action on some of the more overlooked aspects of our work. For example, outreach and building of relationships. Taking these small steps continue to “add up”. Download a copy of the Weekly  Sweep  for your business document here.

Where could you benefit from a "clean sweep"?

Best wishes,
​Jennifer 

Taking time to stop and pause is critical for success.
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"Big thinking precedes great achievement."— Wilferd Peterson

As I wrote in the 19 for 2019, review is critical for success.
Part of productivity is about building in pause points to reflect and think about what’s working and what’s not.
Building in time for regular review helps to:

• Identify where we are getting our results
• Observe the patterns that are occurring
• Think about where we want to go
• Identify what is important to be able to move forward

What are the blocks of time you want to set aside for review?

Best wishes,
​Jennifer

Ongoing learning is part of business success today. We each have areas in which we will want to learn and grow in. What are those areas?

As you consider your own learning pathways, what is going to help you stretch? What will help you grow?
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There are many ways we can be learning and growing including:

• Mentoring relationships
• Job shadowing someone more experienced
• Partnering with peers and meeting on a regular basis
• Formal education – a next degree
• On-demand and online learning
• Coaching

Consider the different ways you might want to learn more this year? What are the areas you want to grow into?

Best wishes,
Jennifer

“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 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

​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