ALANE AND LEAH’S TOP 3 TIPS FOR ORGANIZING YOUR BUSINESS
Here is a recap of what works for them when organizing their businesses and personal lives!
1. Start using a project/task management software.
Start now, not “When I have employees” or “When I have more time” or “When I get ____”. Getting in the habit from the beginning keeps you focused on your goals and makes it really easy to start adding team members as you grow. You have to force/train yourself to get into this habit. You cannot expect to get results if you aren’t putting in the effort to make this a habit. It will come, I promise, and you will be thankful you made yourself do it!
- Makes templates of everything that will ever be done more than once. New employee hires, travel checklists, etc.
- Makes certain tasks recurring so that when you check them off, they automatically populate for next month (one of the many reasons to love Asana).
- Creates projects that even contractors can access so everything is tracked and there is 100% communication.
- Creates Google Docs with ideas that she can consolidate into one place so that no idea is ever left behind.
- Completes checklists that she and her business partner can access and work from so that they never have to meet in person, yet are always updated on each other’s progress.
- Conducts weekly check-ins to make sure they are on target with goals and/or to make adjustments as needed.
2. Get in the habit of making your notes, calendars, and task lists all digital.
That way, no matter where you are, you can access what you need. If you are not comfortable going 100% online, you can take your notes in a notebook, then move them online.
3. Use your task management system beyond just work.
Start using them in your personal life. The more you can get out of your head, the more room you have for the important work you want to do.
Alane and Leah:
- Have a shared calendar with their significant others so that everyone always knows what is going on.
- Create templates and checklists for things they do often. When Alane travels, she and her husband have a complete checklist template so nothing is ever forgotten.
- Set up recurring tasks for things you do more than once. Do you have dogs and give them heartworm medicine? Great! Schedule a recurring task for every month to give them their meds. What documents do you need to gather for doing your taxes? Make it a recurring task!
If you decide that Asana is the one for you, Alane Boyd and business partner, Micah Johnson, have written an eBook on setting up and managing your Asana. You can download the eBook here.
If you feel like you need more training for you or your team, they also offer full business consulting. Contact her by saying email@example.com.
You can listen to Her Story of Success wherever you listen to podcasts.
About Leah Hayes:
Leah has built up Her Story of Success to over 20,000 listeners while working a full-time job. Leah and her business partner both have to prioritize what is most important for their business. They use Wunderlist, a task management software, to communicate and know who is responsible for what. You can listen to Her Story of Success wherever you listen to podcasts and follow on Instagram @herstoryofsuccess.
About Alane Boyd:
Alane has managed remote teams of over 100 employees working from all over the world. She uses task templates and checklists so that anyone can come in and know what needs to be done for the job. While running several companies simultaneously, Alane uses Asana (a work management platform) to communicate with her team, know what she needs to get done, and know who is responsible for what. You can follow Alane on Instagram @the_hurricanealane.