Goals & Productivity

Planning Tools for Your Creative Biz - Part I

After a bit of a planning hiatus to let things percolate, yesterday was a full on planning day that included looking at things I'd like to do this year, and specific to-dos for the month of February.

It's good to let things percolate, that's how ideas grow and morph into something possible. To make things happen, we also need to get specific. 

In this two-part post I will share a few favourite planning tools that help me get things done. I highlight three tools today in Part I, with another few to come in Part II later this week.

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1. YEAR-AT-A-GLANCE CALENDAR GRID

While I love getting down into detailed planning, it's also good to step back and get a bird's eye view of how it all fits together.

This tool started as a scribble on a wayward piece of grid paper; I polished it up a little for you and created a one-page PDF. You can download it here and print it out.

The year-at-a-glance grid is a great place to plot out creative, biz and other personal projects and events to see if, how and where they overlap. Simply write down what major events or projects are happening in any given month. If one of the monthly boxes is too full, it may be a red flag to either shift things around or plan for a busy period that month.

It's an effective, simple visual that allows you to adjust or prepare accordingly.

 

2. TRIED, TESTED & TRUE MONTHLY PLANNING KIT

I created this tool because I needed it. Period.

My brain often works on overdrive with creative sparks flying so fast I can't keep up. On some days it feels like an idea factory that just won't shut down, and it's the best creative high ever. On other days, that high is replaced by an overwhelming "Ack! Where do I start?"

The Monthly Planning Kit helps me gather my scattered ideas into one, monthly process. Using review prompts and the Monthly Planning Quadrant - a visual container for those scattered pieces of work, it helps me identify what I want to get done that month, and capture the rest so it isn't forgotten.

Get the Monthly Planning Kit FREE, along with news, prompts and inspiration, when you sign up for the Creative Living Experiment mailing list.

 

3. A DAILY OR WEEKLY PLANNER, OR BOTH

Breaking down your goals into weekly and/or daily objectives and writing them down keeps them visible and do-able. Oh, and an added benefit? It gets all of those nagging to-dos out of your head.

Right now my daily planner consists of plain ol' index cards. Yours may be electronic, or a favourite paper version. It really doesn't matter as long as your find a format that works for you.

Often, I bring half of my to-do list with me to the next day, or the one after that, or the one after that... Frankly, unless it's something critical (meaning it will delay my project if I don't do it), I'm OK with that. Remember: self-compassion is key.

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In Part II, I'll share a few more tools including one I use on a monthly basis with the Monthly Planning Kit, and another to help guide my work for the year. Stay tuned.

On stillness, work, and insights...

Bit by bit I'm getting increasingly clear insights on the projects and products I'd like to create this year to continue the work transition I started in 2011*. I'm not sure they'll all come to fruition, but I certainly can't deny their presence.

* For all posts related to my work transition journey, click here.

Words, titles, and images are asking to be acknowledged.

Tea and Candlelight: Tools for Creative Business Planning

tea and candlelight: tools for creative biz planning

One morning journalling session produced an outline for an entire online course or program; another revealed an idea for a new booklet. An evening dedicated to business planning saw me complete the sentence "2013 will be the year that..." with "... I create and submit a book proposal."

WTF?

I also keep coming back to a series of mantras, or tenets, to guide my creative biz work this year. These are short phrases I can't seem to shake, so for now I'm choosing to go with them. (Stay tuned for another post, specifically on these tenets.)

The moral of this story, you ask? Two things jump out at me:

Insights, guidance and even more prodding questions come when we take time to be still, ask the questions, listen for the answers, and acknowledge them.

Some insights call for swift movement and adrenalin-filled action; others may ask for a more gentle approach, with more value gained by letting them percolate, or taking small, next right actions to see what unfolds.

Either way, we move forward.

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What practices do you have in place to receive insight and guidance?

Are any of your ideas or projects calling for quick completion? On the flip side, are any of them calling for a more gentle approach?