setting your week up for success, picture of a pen and pad, hippo logo for miss make it happen
I love to be organised ahead of the day/week/month. It’s in my nature to plan. But I understand that it also isn’t everyone’s nature. 
 
Here are my top tips on getting ahead of the week ahead. 

1) Choose a day that suits you to plan. 

My usual planning session takes place on a Sunday afternoon. It’s quiet, everyone is resting, there are less distractions, and no-one is trying to get my attention for something else. If I’m unable to do that on a Sunday, I’ll plan my planning session for the Friday before. I like to finish early on a Friday so it’s the perfect way to round up the week. 

2) Time Blocking. 

Block out your diary so you have a dedicated time to do all your tasks, meetings, lunches, admin, accounts, marketing, and of course - client work. It is also very important that when you’re time blocking you treat yourself like you would a client. If you put in your calendar that you have a meeting with Bob at 3pm on Thursday, the chances are you’ll be there, waiting for Bob. Or if you schedule client work to be done, you’ll do, because that’s your job. BUT if you have “do my social media posts” in the diary the chances are you’ll find something more interesting to do… like raid the fridge or watch a show on Netflix. So, start seeing yourself and your business like a client and when you clock time for you, treat yourself the way you would a client. And for the love of hippos, leave spaces between your blocking for tea, pee and taking a breath. 

3) Find a way that suits you. 

Some people like to plan digitally and others like good old pen and paper. I’ll be honest, as long as it doesn’t involve sticky notes, I’m a fan of most planning strategies and tools. I absolutely recommend NOT following the trend when you’re looking for ways and tools to help you plan for the up and coming week. Don’t be fooled into buying the latest app, or the most expensive system, and don’t listen to the “guru influencers” on the interweb. You really just need something that makes the process easy, but more importantly that makes you feel calm and peaceful. If that’s an A3 pad with crayons, you knock yourself out. Mine happens to be iCal, and Capsule CRM

4) Clean out your inbox. 

This doesn’t necessarily mean you have to complete all the tasks in the inbox. In fact, if at the end of the week I have email in my inbox that need to be done for the following week, I turn them in to tasks in my CRM and schedule them in a time block for then they need to be done. 

5) Plan your goals. 

Planning for the next week isn’t just about getting your diary in order and scheduling tasks. It’s also about knowing where you are heading or what you want to achieve in those 5 short days. It’s all too easy to fall into the trap of ground hog day when it comes to work if you haven’t planned for your goals. Are there a certain number of followers you want to get on social media by next week? Don’t just write down “Gain 100 followers” somewhere and hope for the best. Set out a plan for how you may achieve that – videos, posts, blogs, emails, podcast… plan them all into your day and week. 

6) Overestimate how long things will take. 

When planning it’s always better to end up with ‘free’ time then it is not having enough time. To do this, I always block out more time than I know I’ll need. Even if I’ve been doing the same job for years and I can almost guess to the second how long it will take, I always add a bit of time on. 

7) If it takes less than 5 minutes. 

When I’m adding tasks to my CRM or blocking time in my diary, I ask myself – how long is this task going to take? If I think I can get it done in less than 5 minutes, I’ll just do it there and then. By the time you add it to a list, schedule it, do it and mark it done on Monday you could have saved yourself time and money by just getting it done in the planning session. If its replying to an email, I usually write the email out and then schedule it to be sent on the next working day. NEVER let people know that you’re working /planning at the weekend. I do not encourage business encounters of the humankind in any way shape or form outside of office hours, unless the world is coming to an end. 

8) Eat your frogs on Monday morning. 

If you have a problem or a big task that needs doing, then get it out of the way as soon as possible. If you’re dreading calling a client or supplier but don’t want to, then it’s time to put on your big girl pants, pull them up right high and get that sh!t done! The constant nagging at the back of your brain will ultimately kill your creativity, productivity and motivation. No one needs that. Just get it done. Now. 
 
If you would like a more in-depth breakdown of any of these points, please let me know and I’ll happily write a more comprehensive blog with loads of juicy tips and tricks. 
 
I also offer start up training for Capsule CRM, so if you’re in the market, let me know, and I’ll happily take you through the gloriously simple and clean world of Capsule CRM. #Swoon 
 
Until next time, 
Dee x 
 
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