Episode 21: How I Plan and Manage My Projects and Tasks for Business

podcast Jan 07, 2020

Project Management is kind of my jam. I spent 12 years managing projects and programs that were valued in the multi-millions before I became self-employed. So naturally, when I started my business I carried over a lot of that experience for both my own business but in how I train my clients.

Today I'm sharing the custom process that works for me to plan and manage my tasks. It's unique and built by me for me, but it might work for you too. Even if you don't use the apps or methods mentioned, I hope you'll at least use the approach. Here it is in a nutshell.

The Approach is to first plan, then use a system to GSD (Get Stuff Done)

  1. Brainstorming (planning)
  2. Planning & Plotting (detailed planning)
  3. Weekly Tasks (GSD'n)
  4. Daily Tasks (GSD'n)

Here are the methods I use for each of those phases. 

  1. I use the app, Trello,  to capture ideas during brainstorming. 
  2. I then use Asana to plot the detailed tasks. What needs done, when it needs to get done, and who is going to do it. 
  3. Each week, no later than first thing Monday morning, I pull tasks from Asana and write down in my trusty notebook what I'm getting done that week (in no particular order). 
  4. Every morning before I do anything, I look at the notebook and write down what I will get done that day on a small index card and carry it with me everywhere. 

This system works for my equally left and right-brained personality as well as my Attention Deficit Disorder. Each method allows me to function best with the right mindset while mitigating distractions. It's not for everyone, but either way, I wanted to share. 


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