Discover how the speaker simplifies business planning with four basic tools, including ClickUp for organization. Explore the benefits of visual tools like wall calendars and boutique planners. Learn about transitioning to daily planning in 2024 with a digital system and incorporating journaling. Dive into efficient organization strategies using task management software and productivity tools.
Utilizing ClickUp for task management enhances productivity with daily to-do lists and clear priorities.
Implementing quarterly wall calendars aids in breaking down annual goals into manageable chunks for strategic planning.
Deep dives
Organizing with ClickUp: A Key Tool for Productivity
Using ClickUp as a virtual assistant, the podcast host highlights how it streamlines task management, providing a daily to-do list and clear priorities. ClickUp stands out for its constant improvements, customer support, and adaptability to user needs. With features like the Documents section enhancing organization efficiency, ClickUp is instrumental in maximizing productivity.
Visual Goal Mapping with Quarterly Wall Calendar
Introducing quarterly wall calendars for visual planning, the speaker emphasizes their role in breaking down annual goals into manageable chunks. The calendar aids in mapping out events, content, and deadlines, offering a clear overview of upcoming activities. Unlike conventional digital calendars, these quarterly wall calendars provide a broader, easily readable format for strategic planning.
Daily Planner Integration for Reflective Journaling
Transitioning to a daily planner for detailed task management, the host explains the shift from weekly planning due to streamlined systems. The choice of a dated daily planner enables effective time blocking and incorporates daily reflective journaling practices. By combining planning and journaling in one tool, the speaker aims to create a meaningful keepsake for personal and business reflections at the end of the year.
This is the time of the year when my DMs get flooded with the question, "Which planner should I use this year?!" When it comes to planners and productivity tools, it feels like I've tried them all - some helpful, some not so much. But when it comes to being productive and getting the right things done, it's not about fancy gadgets; it's about organizing your to-do list in a way that helps you to focus on what's most important.
So when it comes to my planning stack, I like to keep things super simple! In this episode, I'm sharing the four basic tools that I use to organize by business, stay on track with my goals, and make my life run smoother. Press play to join me as I unpack these four essential tools, and share how they help me stay on top of my goals and get stuff done in my business!
The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!
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