It's really hard to feel organised in yoru small business when you are busy... and I completely understand.
Sometimes your desk looks like a bomb hit it and you just don't know which 'to do' list to start with first!
The first step to making things feel under control is to start planning.
What I have for you today is a simple tool you can print out, fill out and pop in a folder. This tool will help you manage one specific goal in all of its broken down tasks, making it a simple check list to have on hand every day.
How to Use Your Tracker
The tracker is very simple… there is a space at the top to state your goal and deadline.
For this I recommend using a S.M.A.R.T. goal format as they are so much more manageable on the day to day.
What is a S.M.A.R.T. Goal?
S - specific and well defined targets.
M - meaningful, target based goals on shorter deadlines. They should have measurable steps.
A - action stepped to help make them attainable.
R - realistic, relevant and result gaining
T - time-based (dead-lined)
For example; I aim to increase my email list by 100 new subscribers this month.
Under the goal and deadline block there is a block for tasks.
Tasks are the mini steps you are going to use in order to achieve that S.M.A.R.T. goal.
So using our earlier example;
Goal: I aim to increase my email list by 100 new subscribers each month.
Deadline: 28th Feb (presuming my start date was 1st Feb)
Tasks could be;
- Advertise my email list on my social media.
- Create a free opt-in incentive.
- Create a link to my newsletter in my sales and shipping emails to customers.
- Include a sign up box on my blog posts.
- Ask my newsletter readers to share my newsletter link with friends.
- Research and consider a website pop-up.
- Guest post on an industry related blog.
- Get interviewed on a podcast/vlog.
Once you have your tasks mapped out, all you need to do is start work and check off as complete when they are done.
I have also included a review box at the end of the form, so that you can include anything you may wish to push to a later goal, or do differently next time. It should include your result. So for example, we could state on the form how many new subscribers we got in that month. This could be very useful if we decide to run a similar goal in the future.
We can really see what worked, what didn’t and what we could do better next time around.