092 – Focusing on the Priorities in Your Business

Process for deciding what to work on: 

1. Identifying priorities
   
   • Business Critical
     
   • Cashflow
     
   • Business Development
     
   • Project Management
     
2. Identifying quick wins
   
   • Whats going to take the least time, but make the biggest impact?
     
   • What or who is dependant on me for some of these tasks?
     
   • What is non-essential, that would be good if it DOES happen, but isn’t vital.
     

Before I get on to weekly planning… Handling email / client communications:

• Do / Delegate / Delete
  
• Only checking emails twice a day
  
• Using a better email platform
  
• Using a channel other than email for internal communications (Slack)
  

Weekly Planning Process: 

1. I don’t calendar block
   
2. I DO have 2 ClickUp boards
   
   1. Workflow Board
      
   2. Weekly Planner
      

Workflow Board: 

• All projects / leads including finances
  
  • Business Dev Opportunities
    
  • Quotes
    
  • Project Confirmed
    
  • In Progress
    
  • With Client
    
  • Complete
    
  • Retained
    
  • On Hold
    

Weekly Planner:

• Priorities
  
• Monday-Friday
  
• Complete
  
• With Someone Else