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7 Habits to Improve Your Productivity (and Life)

7 Habits to Improve Your Productivity (and Life)

Michele Duwe from Miss Task | 7 Habits to Improve Your Productivity (and Life)

As a business owner, I see you trying to control the chaos of life, kids, and clients, searching for ways to find more time. You’re not short on ambition—just time. You’ve got a lot on your plate, and most days, it feels like you’re juggling a dozen work-related tasks with no breathing room. If you’re ready to improve your productivity, it doesn’t mean you need to hustle harder—it means learning how to manage your time with intention. As a business owner and content creator, your time is one of your greatest assets, and how you use it can either move you toward your goals or keep you stuck in busywork.

The good news? You don’t need to overhaul your entire routine. You just need a few effective ways to work smarter.

I’m sharing 7 practical habits that will help you improve your productivity and stay focused on what truly moves your business forward—without sacrificing your personal life or peace of mind.

Habit One: Track Your Time

If you want to improve your productivity, you need to start with a clear picture of how you're actually spending your time. Time tracking is one of the most effective ways to build awareness around your habits, especially when balancing content creation, client work, and the family taxi service.

It answers the question: What did I accomplish today?

When you track your time, you’ll start to recognize patterns—like the best time of day for deep work or when you’re most likely to get distracted. You’ll also see how much time goes to important work versus repetitive tasks or things that don’t actually move your business forward.

This habit gives you clarity, and clarity leads to better decisions about how to structure your daily schedule.

Productivity isn’t about doing more—it’s about doing what matters most, whether for your family or business.

Habit Two: Create Systems to improve your productivity

Sure you could have guess this one, creating systems is for productive people. The point of a system is it helps you eliminate the number of decisions you must make, stop procrastination, and possibly even an overwhelming amount of sticky notes with random thoughts and tasks.

I can almost hear you thinking, create systems. What does that even mean? Systems are finding easy ways to do things in less time—repeatable processes that keep you from starting from scratch every time.

For example, create a system around meal planning. By far, this is one of my favorite systems that I’ve created. Recipes, new and old, are gathered in Notion. When I’m on Pinterest and discover a recipe I want to try, it goes into Notion under my Recipes. The name begins with **New**, allowing me to find new recipes I want to try quickly.

Once I make the dinner, I ask everyone to rate the recipe on a scale of 1 to 5. If the recipe average score is three or higher, it will be assigned to a week in my meal planning.

As I said, this is one of my favorite systems because, at the end of the work day, the last decision I want to make is what’s for dinner.

Meal planning mostly happens on Sundays, saving me time and brainpower all week.

Let me walk you through one more system. Everything has its place, whether that be a physical item or information.

I’m not as bad as I used to be, but I love my label maker. Label the home for the physical items around your house. Let me elaborate; it’s not enough to label the home of the item. After all, the 

item must be put away in its home for the system to work properly.

Besides physical items, having a system for information is also important. I’m a big pen-and-paper person. Doubtedly, information will gather up in my bullet journal. Not everything needs to be kept; however, what goes into Notion for safekeeping? Once it has been put into Notion, it will be noted in my Bullet Journal with a / on the page number. The page number will be crossed out with an X if it's not needed.

Here’s the connection: If creating a system for something like dinner saves you energy, imagine what it can do in your business.

Systemizing your content creation, setting up templates for emails or proposals, or using a project management platform like Asana to organize long-term projects—these are all simple formulas that help you take back your time.

Productive people don’t rely on motivation; they rely on systems. That includes how you run your business, your home, and your day.

Habit Three: Create Lists for a Productive Life

Accordingly, the next area to improve your productivity is with lists. Not only writing the lists but knowing where you put them. In truth, you’re not very productive if you spend too much time looking for your lists. I can speak from experience here.

Lists include not only your to-do list, but also you’re not-to-do list. Let me guess, you know what I’m talking about, the not-to-do list of things to delegate. Or perhaps a list of reasons why you’re not eating sugary treats. Yes, this is a true not-to-do list. What type of not-to-do list will you create?

While this will require your family to get on board, it will improve your personal productivity. Without a doubt, using the notes app for a shared family shopping list.

Please stick with me here; you’re out running errands, and pop into the grocery store to get a few things you know you need to pick up for dinner. Your running grocery list is hanging on the side of the fridge; no one is home to tell you what’s on the list. So you stand in the aisle racking your brain, trying to remember, do we still need ketchup? C’mon, I can’t be the only one.

That’s why having a shared shopping list in Notes, Google Keep, or something similar helps to improve your productivity and cut down on buying things you may not actually need. It does take a bit of training for your family, but it’s worth the effort!

Now let’s talk business. Just like your grocery list saves time, your daily tasks need the same structure. Using a digital task management tool like Asana, Notion, or even a simple spreadsheet helps you track everything from client work to content creation. Keep a to-do list, a project plan, and even a list of tasks that can wait—or be delegated to a team member.

And don’t underestimate the power of the not-to-do list in business. It keeps you focused on the most important tasks and gives you permission to say no to things that don’t align with your goals.

Not sure what to delegate? Use the Eisenhower Matrix to help you decide what’s urgent, what’s important, and what you can hand off. It’s a simple framework that helps you sort your tasks by priority—so you’re not just doing more, you’re doing what matters.

Having clear, accessible lists leads to a greater sense of accomplishment—because you’re not just staying busy, you’re staying intentional.

Michele Duwe from Miss Task | 7 Habits to Improve Your Productivity (and Life)

Habit Four: Map Out Your Work to Improve Your Productivity

Your time is valuable—we’ve already covered that. Therefore, not having a map of the work that needs to be done will cause you to be unproductive, procrastinate, and possibly miss deadlines.

When you map out your work in advance, you’ll know when you need to do something and when you need to ask others for items they are responsible for.

To put it another way, create a project plan for your big and little projects. David Allen’s book Getting Things Done states that anything with more than one task is considered a project.

If you struggle with chunking your work down, start with the big items and break them down from there.

In business, this step is essential for managing long-term projects and staying focused on the most crucial task in front of you. Without a clear plan, you’re more likely to waste time on less important work, or worse, get stuck in analysis paralysis. Tools like Asana, ClickUp, or Notion make it easier to break down your work into manageable chunks and assign specific time frames to each task.

One productivity tip that works well here: schedule time at the start of each day to review what needs to happen. That small habit gives you a head start and helps you make progress without scrambling.

“Commit to the Lord whatever you do, and he will establish your plans” (Proverbs 16:3 NIV)

Mapping out your work isn’t about controlling every moment—it’s about creating space for intentional progress in your business and life.

Michele Duwe from Miss Task | 7 Habits to Improve Your Productivity (and Life)

Habit Five: Improve Your Productivity with Daily Goals

What are your top three, or create good, better, best goals if you’d like to look at it from that standpoint?

Let me explain: it would be a good day if you did ______. What is one goal? If you achieve that today you’d be happy. This one should be totally achievable.

Next, what would be a better goal? It would be a better day if you did ____ and ____. What are two goals that, if you achieve, you’d be excited?

Finally, what would be the best goal? It would be the best day if you did ____, ____ and ____. 

What are three goals that, if you achieved them, would be the BEST day?

Here’s an example: let’s say you’re working on drinking more water. Because water is good for your brain and your productivity. 

  • A good goal—drink 1 quart of water in the first hour you're awake.
  • A better goal may be to have 3 quarts of water drank by 3 p.m.
  • The best goal would be to have 4 quarts of water drank by 6 p.m.

The good, better, best helped my sister while training to run a half marathon after having her first baby. The week leading up to the race, she was down about her times. I explained to her to set good, better, and best goals. She could aim for her best, however, if she hit her good goal, that was a goal to be proud of, too. She ended up finishing the race and was thrilled with her accomplishment. Setting good, better, and best goals helped her stay motivated and focused on what she could achieve rather than feeling discouraged by comparing herself to her previous race times.

This approach to goal setting works in business too. At the start of each day, identify your most important tasks. Then choose one goal that will move your business forward—even if it’s something small like scheduling content or following up with a potential client.

Having clear goals gives your day structure and helps you resist distractions. It also builds consistency over time, which is key to business productivity and long-term momentum.

When you define your goals clearly, you give yourself direction—and that’s what turns hard work into real progress.

Habit Six: Batch Like Items to Improve Your Productivity

I’m sure this is not a new one. Batching like items improves your productivity because you’re not bouncing from one thing to another.

You’re keeping your brain focused on one thing. When batching, using focus music with headphones keeps you from getting distracted by all the noises going on around you.

What tasks could you batch to improve your productivity?

These include setting a timer for social media engagement, batching and scheduling your social media posts, and creating your pillar content.

Now let’s apply it to your business. Batching is especially helpful when working on content creation, repetitive tasks, or anything that drains energy when done in small bursts. Try setting aside blocks of time to write emails, prep client materials, or plan your weekly calendar—doing similar tasks together helps boost your productivity levels and protects your focus.

The Pomodoro Technique is one of my favorite time management techniques to pair with batching. It’s simple: work for 25 minutes, then take a 5-minute break. After four rounds, take a longer minute break—around 15–30 minutes. This approach supports focus without burnout.

Even better, use one of those breaks to take a short walk. It’s good for your physical health, clears mental fog, and gives your brain a reset before jumping into the next part of your production process.

When you batch your work and plan breaks with intention, you protect your focus and your energy.

 

Habit Seven: Schedule a Hard Stop for a Productive Life

Set boundaries around your time to improve your productivity. Schedule hard stops—times when, regardless of what you’re doing, you shut the laptop, walk away from the desk, and call it done.

This is one that I personally struggle with—not going to lie to you. If I’m on a roll, it can be difficult for me to stop in the middle of it. If this is the case, I look at what I can adjust to keep going.

Or, if it’s the end of the day, is what I’m working on more important than my daily exercise? 

Because I know myself, I tend to have wiggle room at the end of my day. For example, I schedule one hour to get ready; however, I know that if I absolutely need to, I could take a shower and get ready in twenty minutes. At the moment, I’ll get to choose what’s more important.

Here’s the thing: knowing when to stop is just as important as knowing when to start. In business, it’s an important step toward maintaining energy and long-term focus. When you give yourself a firm endpoint, you train your brain to work with greater intention and urgency during your actual work time. That way, you can truly disconnect, recharge, and be present for the rest of the day—whether that’s with your family, at the gym, or simply doing something that brings joy.

For me, that hard stop usually looks like grabbing the leashes and heading out with my husband and our dogs. Even if I still have more to do, that evening walk helps me mentally shut off work and transition into home. It’s part of how I reset, reconnect, and protect the rhythm I want for my personal life.

This habit also reinforces your work-life balance. You don’t need to squeeze in extra time every evening to complete tasks. Instead, give yourself permission to stop when the workday ends, trusting that what’s most important will be there tomorrow.

If you like this, be sure to read Time Wasters | Be Mindful Of Your Time

Let’s Recap: 7 Habits to Improve Your Productivity

If you're feeling scattered or stretched too thin, go back to the basics. These seven habits aren’t about doing more—they’re about doing what matters most.

Here’s a quick recap:

  1. Track Your Time – Know where your time is going so you can spend it more intentionally.
  2. Create Systems – Simplify repetitive tasks to save time and mental energy.
  3. Make Lists – Keep your to-dos (and not-to-dos) organized and easy to find.
  4. Map Out Your Work – Use project plans and clear time frames to stay focused and reduce overwhelm.
  5. Set Daily Goals – Start each day with clear priorities using the good, better, best method.
  6. Batch Like Tasks – Group similar tasks and take strategic breaks to boost your focus.
  7. Schedule a Hard Stop – Protect your evenings and reset your mind by ending the day with intention.

You don’t need to implement all seven at once. Just start with one. As you build better habits, you’ll start to feel more grounded, more focused, and more productive—in both your business and your life.

Because how we manage our time isn’t just about productivity—it’s about purpose.

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Time Wasters | Be Mindful Of Your Time

Time Wasters | Be Mindful Of Your Time

Michele Duwe from Miss Task | Time Wasters | Be Mindful Of Your Time

Let me just say it—today’s time waster for me? Trying to get Descript to cooperate long enough to record the podcast episode with this blog post. Technology is usually not a huge hurdle for me, but wow… the struggle was real. And ironically, it was the perfect reminder of how easily we can lose time as business owners.

So let’s talk about it. These five time-wasting habits might seem small, but they can quietly derail your progress as a small business owner. I know this because I’ve dealt with every one of them. And if you’re struggling to stay consistent or feel like you’re always behind, chances are one (or more) of these is working against you.

Let’s break them down, one by one—and talk about how to take back control of your time.

Are You Aware of the Time Wasters That Derail Your Success?

Here’s the thing: most small business owners aren’t even aware of how much time they’re losing. And it’s not because you’re lazy. It’s because your brain is wired to stay comfortable. That means you often don’t notice the distractions and habits that are eating up hours of your week.

But those minutes? They add up.

If you want to grow your business, create consistent content, and stop feeling like you’re spinning your wheels, identifying these hidden habits is the first step.

The 5 Time Wasters That Derail Small Business Success

1. Not Tracking How You Spend Your Time

I know, I talk about this all the time—and I’m going to bring it up again next week too. Because the truth is, what you pay attention to improves. If you want to improve your productivity, you need to know where your time is actually going.

Most entrepreneurs think they know. But once they track it? They’re shocked. You realize you’re spending way more time in certain areas than you thought—like bouncing between browser tabs, checking email constantly, or answering pings and messages that honestly could wait.

Here’s the fix:
Just track your time for a week. That’s it. No need to go crazy. Jot down what you’re doing every 30 to 60 minutes. You’ll start to see patterns:

  • Time lost between meetings
  • Admin tasks that overlap
  • “Quick” social scrolls that turn into 20 minutes

Once you’re aware, you can start shifting those habits.

2. Letting Email Run Your Workday

This one hits hard if you’re coming from corporate life. We’re trained to keep our inbox open all day—but as a business owner, that habit will derail your priorities fast.

If your inbox is open all day, you’re constantly reacting instead of leading. It feels productive, but your actual business-building tasks get pushed aside.

One of my favorite quotes is from David Allen:

“Email is other people’s agenda for your time.”

So how do you stop letting your email run the show?

  • Block time on your calendar to check email—just like a meeting.
  • When a request comes in, schedule the task and reply with when you’ll handle it.
  • Stick to your schedule.

This helps you stay responsive, but still protect the things that matter most in your day.

Michele Duwe from Miss Task | Stay Present: Change Your Mindset and Content Creation

3. Mindless Social Media Scrolling

Whew. This is a big one for me too. And I know it’s easy to justify because, “I’m checking DMs,” or “I need to engage with my audience,” or “I’m staying current on trends.” But if we’re honest—most of that scrolling? It’s not actually helping us grow.

Social media is built to keep your attention. That’s literally how the platforms make money. So if you’re not intentional, you can easily spend hours there without even noticing.

Ask yourself:

  • How often am I opening social media during the day?
  • Am I being intentional or just reacting out of habit?
  • Could this time be better spent writing content, serving a client, or even just taking a real break?

Set clear boundaries. Create a process for how and when you engage on social media. Don’t let it become one of the biggest business time wasters to avoid.

Michele Duwe from Miss Task | Time Wasters | Be Mindful Of Your Time

4. Multitasking

Okay, confession time—I catch myself doing this all the time. Even though I know better, I still slip into it. And maybe you do too. You think multitasking helps you get more done, but research shows it actually decreases your productivity.

Each time you jump between tasks—say writing an email and then quickly checking your calendar—your brain has to reset. That mental reset costs you more time and energy than you think.

If you really want to improve your productivity, focus on one task at a time. Batch similar tasks. Eliminate distractions. Give yourself blocks of deep work time when you know you’re at your best.

You’ll get more done—and feel less scattered while doing it.

5. Not Scheduling Based on Priorities

Here’s the sneaky one: your calendar might be full, but that doesn’t mean you’re productive. One of the biggest time wasters that derail business progress is filling your schedule with low-priority tasks.

Instead of reacting to everything that comes up, start getting proactive:

  • At the beginning of each week, identify your top three business priorities.
  • Block out time for those first—before anything else gets scheduled.
  • Protect that time like you would a client meeting.

Remember, your business is a client too. Treat it like one.

When your calendar reflects your real goals—not just your to-do list—you make real progress.

Michele Duwe from Miss Task | Time Wasters | Be Mindful Of Your Time

Take Back Control of Your Time

If any of these habits sound familiar, don’t beat yourself up. They’re common, and they’re sneaky. But the good news is: you can change them.

Let’s do a quick recap:

5 Time Wasters That Derail Your Success:

  1. Not tracking how you spend your time
  2. Letting email control your day
  3. Mindless social media scrolling
  4. Multitasking instead of deep work
  5. Filling your calendar with the wrong priorities

Start small. Pick one time-wasting habit to shift this week. That’s it. You don’t need to overhaul your life—just start noticing, and then take one step forward.

When you take control of your time, you take control of your results.

Thank you so much for reading! I appreciate you and I hope you make it a wonderful week. Enjoy your day, friend.

5 Step Strategic Planning Day: A Must for Entrepreneurs

5 Step Strategic Planning Day: A Must for Entrepreneurs

Michele Duwe from Miss Task | 5 Steps for a Successful Strategic Planning Day Process

Hey there, friend! You're in the right place if you're juggling the demands of running a small online business, taking care of your family, and trying to create consistent, organic content. A Strategic Planning Day isn't just a “nice-to-have” as small business owners. It's a non-negotiable if you're serious about scaling your business and reclaiming your time.
It may be me, but I think it's a good idea to go refill that coffee mug, and let's dive into the five steps for a successful strategic planning process.

If your business growth is unimportant to you, you’ll be stuck in your online business. Put on your CEO hat and be the person your future self will be proud of. (:

Why You Need a Strategic Planning Day Process

Your business growth depends on strategic thinking. Your calendar should include a Strategic Planning Day if you're serious about your business success. Done quarterly, this focused time allows you to step into your CEO shoes. I think you'll agree with me when I say that business leaders set time aside for strategic thinking. You will not miss any important steps when you have a set process for your strategic planning meeting.

The Struggle is Real, But So is the Solution
If you're anything like me, you're juggling a million things simultaneously, trying to keep the wheels on the bus. At the end of the day, you fall into bed exhausted from running an online business, taking care of your family, and creating consistent, organic content marketing. It's a lot. But here's the good news: You're not alone; the solution is dedicating time to your strategic direction.

A Planning Workbook

As an Online Business Manager (OBM), I’ve helped business owners set up strategic planning processes that drive real results. I set aside time with the owner every quarter for a business strategy meeting. I understand that your small company may not be ready for a dedicated OBM as one of your team members. With that in mind, I created my most popular free resource, a planning workbook. It's like a one-day strategy meeting in a box.

It is 50 pages chock-full of all the prompts you need for strategy planning in your business. With the workbook and email series accompanying it, you can create your repeatable strategy process.

Please feel free to download the workbook. We are going to walk through all the points, and you can use it for your personal strategy workshop. I hope and pray that this is helpful for you.

Are you ready to get into the five steps for a successful Strategic Planning Day Process that is truly transformative?

Grab your copy of the planning workbook here!

Create a Distraction-Free Zone

Do you want to know what you must do first? You should put time on your calendar for your successful strategic planning session. While you are at it, why not set aside time for the whole year of strategy sessions and, of course, time at the end of the year for your annual plan.

It’s a lot if you cannot get through it all in one day; no worries, friend, break it up into days, or maybe you want to stay at a hotel for a weekend. What is essential is that you focus on your business and where you're going in the next 12 weeks.

Before you start, ensure you're setting yourself up for success. Turn off notifications, close unnecessary browser tabs, and silence your phone. This is your time to focus solely on your business, so make it count.

Here is your strategic planning agenda:

    1. Reflection and Self-Assessment
    2. Your Vision
    3. Goals
    4. Project Planning
    5. Content Planning

1. Start with Reflection: Your Business Check-In

Step one to a successful quarterly planning meeting is reflection. The best way to know if you're headed in the right direction with your business goals is through reflection. It's amazing the insight you can gather by taking a step back so that you can look forward. You're going to spend 15 minutes journaling and reflecting.

Grab your journal and jot down.

    • What has worked well for you
    • Areas that need improvement
    • Lessons learned (the good, the bad, and the ugly)

Remember, you're amazing, and acknowledging your wins is a crucial part of the process.

While you have your journal, let’s also do a self-assessment.

How happy are you, really? Not put on a show fake happy, but like real, real happy.

How happy are you in these areas of your life?

Rank your happiness (1-10) in these areas:

    1. Money
    2. Personal Growth
    3. Self Care (Mind, Body, spirit)
    4. Family and Friends
    5. Love and Relationships
    6. You Time (Fun and Leisure)
    7. Home Environment
    8. Business

A previous client won a two-day strategic planning day with Cameron Herold in a silent auction. One of my key takeaways was the importance of conducting a SWOT Analysis—assessing your Strengths, Weaknesses, Opportunities, and Threats. While larger companies use this often, small business owners rarely take the time for this kind of deep analysis. Yet, it’s crucial for identifying what’s working, where you need to improve, and what external factors could impact your business growth. I highly recommend incorporating a SWOT Analysis into your quarterly planning process. We used different color sticky notes for each of these areas. Remember that every idea is a good idea when you're having a brainstorming session until it's not.

2. Revisit and Realign Your Vision

Your vision is the North Star of your Strategic Planning Day. Read it out loud and ask yourself:

    • Does it still align with your current vision?
    • Does it evoke feelings of happiness, pride, and achievement?
    • What needs to be adjusted?

If your vision no longer excites or motivates you, this is your opportunity to refine it. At one point in my business, I was ashamed to pivot. However, now I have embraced this as God's nudging me down his path.

Michele Duwe from Miss Task | 5 Steps for a Successful Strategic Planning Day Process

3. Be SMART: Strategic Goals

What strategic goals did you set on your last strategy day? I'm curious: Were you able to reach the desired outcome you've set for yourself in the past quarter? 

Now, let's get down to the nitty-gritty—your goals. Break them down into three categories:

    • One-year goals (Think big, like financial milestones)
    • 90-day goals (Smaller objectives that contribute to your one-year goals)
    • 30-day focus (Immediate actions to propel your business forward)

Break your vision down into actionable goals. Think about:

    • Your top 3 business, personal, and financial goals
    • What you’re fully committed to achieving
    • How to turn those commitments into results

Have you read the book The 12-Week Year? This approach allows you to accomplish more in less time by focusing on 12-week cycles instead of traditional annual goals. The idea is to treat each 12 weeks as a full year, increasing urgency and execution. If you find that a year plan doesn't work for you and you lose steam, why not give this a try? Instead of setting goals for the entire year, break them down into shorter, more actionable time frames.

Goal Breakdown:

    • One-Year Goals (Big-picture milestones)
    • 90-Day Goals (Quarterly objectives that feed into your one-year goals)
    • 30-Day Focus (Immediate steps to move your business forward)
    • 12-Week Sprint (A focused plan to drive real momentum in a short time frame)

Always step back and ask yourself, what are you committed to achieving? Identify what you are committed to 100%. Without your true commitment, you may struggle to take the next steps and get it done. Do you want to know why I believe in this question of true commitment? It is because I've found myself chasing someone else's dream for my life. I'm sure you can guess how this turned out for me. Maybe, like me, you've doubted your vision for your life and somehow following someone else's dream felt a little less scary. 

Remember, God puts dreams on our hearts for us to follow. I think almost as a way to challenge us to release the outcome into his hands. 

4. Commit and Break Down the Plan

A plan is only as good as its execution. Break down your goals into action plans. Using the best practices of actionable steps, assigning responsibilities and deadlines. 

This is where your commitment comes into play; without it, even the best-laid plans can fall apart.

Have you ever broken down a goal into actionable steps, or are you more of a winger? Trust me, I wing with the best of them, but the things that truly matter are better off with a plan.

In step four of your strategy day, you will map it out. This is where your creative thinking meets strategy execution. It is where you make the strategic decisions, making sure that you achieve those goals. You sit down, and you map out your goal.

Start at the end and work back to the beginning. How will you know that you’ve accomplished your goal? What was the step right before that, then the step before that? Map out all the different steps that must happen. Please keep in mind small, actionable steps that you can do every single day to move forward toward your goal.

Sit down and do a whole mind sweep of every step you think you must do to achieve that goal. Once you have it, you want to map it out with who's responsible.

Suppose it's only you in your business. Well, you’ll be the only one doing the work. You also need to look at your time and the actual time bank to get everything done. 

We tend to underestimate the amount of work and time something will take to get done. Make sure to give yourself grace.

To create your plan, you must also figure out how much time you’ll be working. It's time to pull out that calendar and determine how many days out of the office you want in the next 12 weeks. 

What days will your kiddos be home because they are off on a random day? What are the must-attend kid events? What holidays are upcoming? All of those things. Then, you need to be able to reverse engineer from that end date to ensure that you have enough time to get all the items done. To make that goal a reality.

You will be assigned to all the action items if you're a Solopreneur. If you have an entire team working with you, who are the team members that will be doing the work? 

You need to know all the action items; no more flying by the seat of your pants. You need to have the who, the what, and the when documented, preferably in a project management tool like Asana, Trello, or Notion. All the action steps are assigned a date by knowing the end date and reverse engineering the time frame.

Depending on your goals, you may have a couple of goals in the quarter; however, if you have something big, like a launch. Then, you only want one goal for that entire quarter. One other point: you need to under the real time investment for your personal goals and business goals. Here are the ground rules that I set with my clients. During a set period of time, you get only one major project to focus on. Why? You have a finite amount of time and energy.  A great way to add stress, overwhelm, and anxiety is by thinking it is a good idea to, let's say, be remodeling your house while prepping and executing a new course launch.  

Here is an example of how to set up an Asana Board for Goals and Quarterly Planning:

 An example of a Asana board set up for goals and quarterly planning for an online business owner

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A done-for-you repurposing service where we turn one piece of content into 5 Days of Marketing Content so you can grow your audience and impact in less time.

5 Days of Content from 1 Podcast Episode

  • 2 vertical video clips
  • 1 Carousel post graphic and caption
  • 1 Quote/Static post graphic and caption
  • 1 Graphic and caption to specifically promote the podcast episode
  • 4 Additional Social Media Captions

Map Out Important Dates

As I mentioned, you must understand your time bank for the quarter. How many hours do you have to work on the goals and projects in your business? Do you have a realistic amount of time to get everything done in the timeframe your brain tells you?

It is essential to take the time to map out the dates and the actual chunks of time that you’ll work on your goals and project. When you do this, you’re not sitting at your desk wondering what you must do today. It is all planned out for you in advance, thoughtfully.

Be sure to start by marking all the out-of-office dates on your calendar.

    • Vacation Days
    • Important Kid Events
    • No School Days
    • Holidays
    • Add all the out-of-office dates to your Google Calendar.

Everything else is mapped around those dates on your calendar. I need to know the commitments and the time bank when working on my promotion calendar or a client's promotion calendar.

5. Your Content Calendar and Beyond

While not directly related to strategic planning, your content calendar is crucial for the long term organic marketing of your business.  Plan out your content for the next three months, week by week. This will help you stay consistent while keeping content-aligned with your revenue goals and strategic objectives.

Don’t Forget To Track Your Numbers

If you do not already have a stat/metric tracker in place, do that. What gets measured gets improved.

Here are a few ideas for your metric tracking:

    • Website Traffic
    • Email Subscribers
    • Social Media Engagement
    • Number of Clients
    • Number of Leads
    • Number of Sales

Here is a link to my other popular free resource, a Google Sheet to keep track of all your business metrics or key performance indicators (KPI).

Time To Wrap This Up:

Strategic planning isn’t just about setting goals—it’s about having a proactive approach to business growth. Whether you dream of leading an executive team, collaborating with board members, or keeping it simple as a solo entrepreneur mapping out your next move, sufficient time spent on planning can be the most important time you invest in your business.

By treating this as a strategy away-day, you’ll align your mission statement, address key issues, and generate new ideas that fuel new investments. With a clear vision and a collaborative effort, your strategic planning sessions will become a roadmap for continued success.

Now, take a moment to reflect on the main benefits of this approach.

    • Are you still in alignment with your vision?
    • What are you actually committed to doing?
    • Have you scheduled your strategy discussions?
    • Are you tracking your progress?

The right people and different teams thrive when there’s clarity and a plan in place. So go ahead, set your strategy, and make it happen!

[Book a 1-Hour Virtual Strategy Session Here!]

Thank you so much for your time, I appreciate you and I hope you make it a wonderful week.