planning

306: Seasons in your Business

What if you are just not getting things done? What if you just can NOT get things done? Before you start beating yourself up, ask yourself: is this just a season of my life?

I recorded this episode over a year ago, when I was a brand-new mom, but it's so appropriate for what we're ALL going through right now – a completely new season in our life and business. So we're rebroadcasting it (it will come automatically to your podcast app if you've subscribed), in hopes that it will help you feel some peace about where you are right now.

Today we're going to talk about how to identify the season you're in, and what to do about, to be both as productive and GENTLE as possible.

My aim is to guide you to living an enthusiasm-filled life…which includes doing work you love, spending time with people you love, and feeling GOOD while doing it.

I was recently asked the question on Instagram: I feel like I'm in a season of my life when I can't get a lot done. Am I alone? Can you talk about this?

First, let me preface today's episode with some background: two months ago I didn't have any kids. We became foster parents last September and on December 17th a two year old girl came to live with us, for an undetermined amount of time. And let me tell you – one of the first thoughts I had about my business, when my head came above water, several weeks later was: I can't believe I ever talked about how to get stuff done. I had NO IDEA what it was like to have a 2 year old at home. It is insane. Especially when you have no warning and you're a stranger to the 2 year old, and they've gone through some recent trauma. But even if you’ve been with them from day one, it’s bonkers.

So here's the truth: I have no idea what you're going through. Maybe you have 4 kids. Maybe you have a sick partner. Maybe you just lost a parent or loved one. Every situation is different, and my situation and way of dealing with things is built from what I need, from what works for me (and sometimes it doesn't even work for me!). So you'll have to take what applies, leave what doesn’t, and find what will work for you.

In my experience, there are several different seasons in every business, that continue to cycle throughout the life of your business:

Idea/inspiration – when you start to dream and get inspired and slurp up Pinterest and blogs and videos
Creation/exhalation – if you inhaled a lot of inspiration, you need to let it out via creation. This is where you begin to turn your ideas into action, into real projects or relationships or products
Working away at what you started – After the initial super-creative part of the process a LOT of our projects have kind of a boring “keep going” part. It’s not new and exciting, but there’s more to be done. This might also be maintenance mode. As Kurt Vonnegut said, ‘everybody wants to build and nobody wants to do maintenance.'
Rest – sometimes you’ll go right from creating to new inspiration and new creation but a lot of time your field will just need to lie fallow. You may just need to rest before you get another breath of inspiration. This is the time that you may worry that you’ll never have another idea and that everything is falling apart. But it’s just part of the process. Fill up your well and keep yourself healthy during this phase.

So those are the seasons in your business, but there are also seasons in your LIFE. Seasons where you’re actually not going to be in any season of creation or inspiration because you’re putting your attention on other projects in your life. It may be parenting, or a relationship, or getting well. That’s ok. That’s part of being a human!

If you are in a season of not getting stuff in your business done, you are NOT alone. I didn't work for 4 solid weeks. And now that I am back to “work”, my working hours are a fraction of what they were. Not only that but now the part of my brain that was free to think about strategy and business plans is now thinking about temper tantrum strategies and did she have any green vegetables today and is that a rash?

Now, I could be frustrated about that, or feel hopeless about it, or freak out about it (my income is 80% of how we pay the bills…so it's kinda important.)

But this is only a season of my life. Yes, she'll only be 2 years old for a short season. And because we're doing foster care, she may only be with us for a short season. But above that, the overwhelming NEWNESS of everything is ALSO a short season. We won't be in this everything-is-new-and-requires-decision-making season forever. Even after just a month of being together, so much has become easier. We have routines, we have go-to meals, we have regular activities to do together. I'm not saying parenting every becomes EASY or that I'll ever get back the huge percentage of my brain I used to think about my business, but the season of it being THIS INTENSE is fleeting.

And let me even more honest with you – before this season of being a new mom to a toddler, I went through a season of deep depression where I could not get my normal stuff done. Everything was hard. It started with fogginess, then things got physically hard, then hopelessness, then there was just apathy. (It’s real hard to get things done when you don’t care about anything.)

Even though that season was SO hard and I never want to repeat it, it was a season of healing. I needed to learn the lessons I learned in that season. It was NOT a season of ideas, creation or working. It wasn’t that restful (although I did rest my body a lot.)

Now that I’m more mentally healthy and I’m moving out of the intense brand-new-kid season, I’m in a season of transition, where I’m trying to find my new rhythm, my new normal. As much as I would love to just hop back to work-mode when I can work, I’m finding that I need to learn how to transition from mom-mode to work-mode. So this is a season of figuring-it-out. I’m not quite to creation, as I just transition into figuring out how to work.

And I know many of you are in an especially hard season. Maybe it's depression. Maybe you're taking care of a sick family member or partner. Maybe you've recently experienced loss. These are all seasons where your work is just NOT a priority. And hey, that's ok!

We are trying to build businesses that ENHANCE our lives, that bring enthusiasm and joy and connection to our lives, so those same businesses (and our plans for our business) need to allow for that life to show up and take over sometimes.

Are you in a difficult season right now?

If you're not getting stuff done:

Is it a season?
Is there a timeline?
Are your frustrated because you can’t do what you WANT to do? Keep track of your ideas.
Stick with the routines that make you feel like yourself (ie, shower, walk the dogs, get coffee)
Recognize the season and give yourself grace.
Realize when you’re in the NEXT season, and allow the change to happen.

I hope this has helped you navigate whatever season you’re in!

291: How I’m planning 2020

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As a culture we talk a lot about planning the year for about 2 seconds on December 31st and January 1st, but the fact is, when you’re building a business or following a dream, you are planning and implementing a plan all the time! Today I’m going to share how I planned my New Year, warts and all.

Welcome to the New Year! Over the years I have written (and recorded) a lot about New Year and seasonal planning, so this year I decided to share exactly what I’m doing, with a bit of my feelings and experience as I do it, so you know you’re not alone.

You can get access to ALL of my episodes about planning your New Year AND a new worksheet, at TaraSwiger.com/2020Goals. Download it now!

It started in early December…

Inside the Starship, we read the book Everything is Figureoutable, by Marie Forleo, as a part of our Q4 Book Club. This book is packed with encouragement and tough love for moving forward on your big dream, no matter how unreachable it feels.

I really committed to not just reading it, but also working through the exercises. It helped me get clear on what’s held me back from setting a bigger goal (like, really big) and work through that. The book is so uplifting and encouraging, I think this helped me shed a bit of self-doubt that has held me back in the last 2 years.

Self-doubt

Actually, let’s chat about self-doubt holding me back. I talked about this a bit in episode 252, if you’d like to hear more about how I worked through it then. The thing is – I had a major depressive episode in 2018 and it rattled me.

Even after I came out of it, I had this lingering fear that I wasn’t going to be able to follow through on anything, that I shouldn’t commit to anything because I wouldn’t be able to complete it. Soon after that, we became licensed to foster parent, and since I had never been a parent before, and I had no idea what to expect, I also became convinced that I would no longer be able to follow through on things, because kids.

The thing that’s so insidious about this self-doubt is that it presented as LOGIC. Like, it’s totally reasonable to expect that I’ll be able to do less as a parent, than before… but what level of “less”? I didn’t know, so I assumed the worst. I assumed that the kids would be some kind of hurricane that completely exhausted my ability to adult, let along to show up to students, captains and partners.

Now, I can see how a lot of that was just catastrophizing – I didn’t know what to expect, either about recurring depression or parenting, so I just assumed the worst. I needed to tap back into Confident Tara in order to dream big and create a plan and follow through, because you must believe it’s possible before you’ll actually do the work.

I’m sharing this because in the middle of it, it felt very real, very logical, and TRUE.

If you are feeling tons of self-doubt or battered by life, give yourself some grace. It is ok. You don’t have to dream BIG right now. You don’t have to be on top of everything. Get inspired a confident again, by listening to my podcast and/or by reading Marie Forleo’s book (she also has a great YouTube show!)

Where I plan

Ok, before I go any further, I wanna talk about WHERE I actually do this planning – both where I write it and where I sit physically to do it. The thing is, you need to find what works for you, but I know we all love to hear about these kind of details.

I always plan my year (and do quarterly maps and monthly planning) in one notebook. That way I can keep a whole year in one place and go back to it, without having to search around.

This year I’m using a Happy Notes so that I can add pages and different kinds of paper to it. In the past I've used a big Moleskine.

I typically do the review at a coffee shop, next to a fireplace, with a fancy latte in a mug. Last year I had a brand-new toddler at this time of year, so I didn’t do any planning until late January, and then I did it during naptime under a blanket on my couch.

Review the last year

I start by reviewing the last year, because it is VERY inspiring to remember all of the good of the last year and to get grounded in where I am in my business right now.

I use my own book Map Your Business to do this! It starts with several pages of worksheets to get really clear where you are right now.

Now, it’s easy to use this as a chance to beat yourself up.
Maybe you didn’t hit your goals last year. Maybe you didn’t do ANYTHING last year. Maybe you are looking at where you are right now, thinking there is NO WAY you can get to your goal.

Hey, that’s ok. Deep breath.
You are exactly where you need to be.
You are capable of more than you’ve done before.
You are further ahead than you’ve ever been before! You have learned so much this year! (even if it’s not what you wanted to learn!)

This is why Map Your Business really focuses on the lessons you’ve learned and what you want to take from last year into this year.

There’s also a section on releasing all your regrets. We all have them. It’s ok, you can let go of them and move forward.

Dreaming the next year

Ok, so once I've let go of my regrets and I’ve looked at what lessons I want to bring forward into the next year, it’s time to think about the upcoming year.

I like to start with FEELINGS. There are several worksheets in Map Your Business that you help narrow in on this – the things you value, the qualities you want in your life and in your business.

How do I want to feel this year? What could help me feel that way?

For me, I want to feel strong, confident, loving.
Strong – capable, calm, resilient
Confident – capable, trust myself, move forward on scary stuff
Loving – with my family, with everyone in foster care, with myself

What could make me feel this way? (I’m still making my list!)

I use Map Your Business to dive into the specifics of what I want to create, in every area of my business. So at this point, I already have in mind my sales goal, but there’s a lot more to my life than just sales.

For example:
Jay and I need to trade his 20 year old car in for a newer one that we can put kids into.
We want to pay off debt.
I want to have more than enough money saved up to pay my taxes quarterly.

Map Your Business has you list out EVERYTHING you want to accomplish, then zoom in on 3-5.

I also love the idea i got from Leonie to list 100 things I want to do in the year. There are so many things I want to do that aren’t really GOALS, but things I do want to do and remember to do. So I make a big list that I keep adding to, of allllll I could possibly do.

After I have a goal, it’s time to make a plan.

Here’s where allllll the uncertainty in my life comes into play. I have NO idea what my home will be like in a year. Will we have 2 kids? Will they be 6 months old or 5 years old? A new placement or an adoptive placement? Daily therapy or no appointments?

There are so many variables that it’s easy to think there’s no way I can plan. But that’s NOT TRUE!

What I can do is make a plan for what needs to be done and chunk it down into what I need to do next. In Map Your Business we do this in three month chunks. But if you’re life has a lot of uncertainty, you can still make this “quarterly” plan… and accept that something might interrupt and it’ll take longer than expected.

Here’s what it looks like with my goal.

My goal is a sales goal, that is twice what I’ve sold before (keep in mind sales is NOT profit, we go into this in my free Masterclass).

My first step in breaking it down is to chunk it into halves or quarters of the year.

If you’re increasing your sales, it’s not likely to happen in a smooth progression. For example, if you’re goal is to make 36,000 in sales this year (I picked a number it’d be easy to do the math for!), you’re not going to make 3,000 every month, you’ll likely start where you are now (maybe a little lower because January tends to be slower than December in most industries), and then increase as the year goes on. You’ll also want to look at you are already doing – craft shows? A big Black Friday deal? New wholesale customers in the spring?

So maybe you’ll make 13,000 in the first half and 23,000 in the second half of the year.
You can then break that into quarters:
Q1: 5,000
Q2: 8,000
Q3: 10,000
Q4: 13,000

If you don’t break it up and take into account industry trends, marketing plans, and natural growth, you’re going to feel very frustrated and far from your goal. If you thought you needed to make $3,000/mo and you just make $1,5000 in January, you’re going to feel SO FAR away, when in reality you may be right on schedule to grow.

(Just to be clear my goal is quite a bit bigger than this, but I wanted to use numbers that are more in line with the goal a lot of you have set).

After I split my goal up like this in quarters I then looked at months. I looked at what I have planned – travel, events, vacations. Map Your Business has a page where you can list out what’s happening in each month, so you can see when you’re likely to have time and energy for your business.

Once you have the goal for your quarter, you do the most important step: forget all the other quarters.

I just focus on the sales goal for this quarter.

And I ask myself: What can I do to reach this goal?

For my business and my audience (you!), this is a lot more about systems than one-time tasks – I put systems in place to share my work with more people as the year goes on. And because of foster parenting, I make sure the system doesn’t need ME to keep running. I want to spend my time and energy working with Starship Captains and writing/recording podcast episodes and videos.

So my to-do list for a sales goal is related to implementing, testing and tweaking systems. I have a specific list of things to implement and variables to test. I have joined a program that includes a community where I can get these questions answered.

Now, because there’s so many unknowns in my life – so many events and appointments that come with a new placement that I don’t even know about yet – I just do what’s in front of me. I make a plan that would probably fill 2-3 months as they are RIGHT NOW, but I know that I’ll need to be flexible. If it takes longer to get a placement, I’ll go faster. If I get a complicated case, it’ll probably go slower.

So that’s it for planning! The next step is to make sure the list of current projects stay front of mind – so I typically use my map to make a list and add it to my planner and I create projects with tasks and deadlines inside Asana. I talk about both of these things in a lot more detail in episode 287 + episode 288, so if you want to more about tracking daily and weekly tasks, go listen to those!

Very much appreciated this honest perspective on planning when you don't know what the next year will bring!

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288: How I use planners in my business – Asana edition

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How do you keep track of all the moving parts in a recurring or upcoming projects? What if you’re waiting on other people to do their part before you can do your part? I do this with project management apps, so today we’re going to make it a bit less overwhelming and how to pick the software that will help you.

This week I’m answering the question that occurs after you make a map – how the heck do I keep track of all the moving parts?

You see, in my book Map Your Business and in my Starship Program, you begin by getting clear on your big vision. Then you set a goal and break it down into steps and actionable to-dos. But after you have that big list of what you need to do and the order you need to do them in, then what? How do you make sure you don’t forget the stuff that comes LATER?

And that’s where a lot of us get stuck. So for the month of December on the podcast, we’re having a series on planning – the actual figuring out what to do each day and week.

Last week we started by talking about how to keep track of the current week and how I use paper planners for that. Today we’ll talk about task management software to keep track of ongoing or recurring projects. Next week, we’ll talk about how to pick your next big project. And we’ll kick off the new year with an episode on January 1, about planning your best year yet.

I started using digital planning tools when…

I started tracking to-dos digitally in my business, (especially recurring projects like marketing and this podcast), when I hired my first virtual assistant (VA). The easiest way for me to communicate what I did for each project, and to make sure we didn’t miss a single step, was to put it all in a checklist. What I learned right away is that having it down on a checklist made every single task so much faster to do, not just for my VA, but for me too!

There’s a whole book about this – The Checklist Manifesto. Basically, knowing exactly what to do next saves you time, it saves you energy thinking of what’s next, and it saves you mistakes.

We started out using Evernote, but soon we moved to Asana. Evernote was great at having a checklist, but it didn’t make any reminders or prompt us to do the next step.

If you’ve got ANYONE else in your business, even if they’re just super part-time (my VA started at 2 hours a week!), you definitely need some way to communicate tasks, deadlines and checklists. It’s going to give you peace of mind when you can SEE that they’ve done each part of the task, (and you will save time by not having to talk about every single thing, every single time).

Now, if you don’t have anyone else in your team, you can still use project management software to keep YOU on top of things.

Do YOU need digital planning tools?

Here’s how to decide:

First, know your projects.

I have Starship Captains start by listing ALL of their projects – onetime things they’re working on, recurring projects, the steps to their social media posts, anything they do or plan to do in a month.

Then you can split it down into “repeating” and “one-time”.

How many things do you have to hand back and forth to someone else?

Second, ask yourself – how do you keep track of the repeating tasks now?

Maybe you have a paper system that works great (I put my first marketing plan on a post it and just kept the post it on my computer screen).

Or maybe you’re forgetting half of every repeating task, or it’s taking you twice as long to remember – in which case, a checklist would be SUPER helpful. You could do the checklist manually or digitally – whichever you’re more likely to see.

Third, how do you keep track of next steps for one-time projects? Is that working for you? Would you prefer to be reminded of deadlines or next steps?

Captains use project management software to keep track of production, including wholesale orders and show prep. (If you’re in the Starship Community you can ask about how exactly they organize it all!)

But WHAT tool do you need?

If you’re current tools aren’t working for you, then let’s look at some digital options.

Now, before we go any further, I really want to stress one point – NOTHING WORKS UNLESS YOU USE IT.

Sometimes we get all wrapped up in finding the “perfect” tool or the one other successful biz owners use, but none of that matters. What matters is if YOU use it or not. The tool that will work best for you is the one you regularly use, put information into, and actually look at.

There are so many options for To Do list apps, I’m not even going to get into all the specific options. What you need to know is that a checklist app like ToDoist is different from a note-keeping app that has checklists like Evernote or GoogleKeep, which is different from task management software.

I’ve used Evernote and I currently use GoogleKeep to keep track of notes on the fly and checklists related to my personal life. I like that I can save documents, links, checklists, everything in one place. This was great when I was starting – my VA and I created a folder in Evernote for Standard Operating Procedures (we called it the Flight Manual) for everything – from checklists to launch plans, to project mapping.

But project management software takes it to the next level by letting you create TASKS. You can give those tasks deadlines, you can create a checklist under the task, and you can set the task to repeat!

This is really great if you:

Have a project that needs to be done in the exact same way every week or month (like my podcast!)
Have a project that is waiting for other people (knitwear designers who use editors, test knitters, etc.)
Have a project that needs to be paced out (you need to do step 1 by this date, step 2 by this date, so step 3 can get done by a big deadline.)

Using a system for these things:

Keeps you on a schedule
Takes it off your mind so you’re not trying to remember all the steps before you’d done the next step
Prepares you to scale up and do more and bring people on who can do parts of it
Helps you visually SEE all you do, which makes you feel accomplished and proud

Where to start with digital planning?

I recommend most people start with the steps I mentioned earlier – listing the projects you have. And then, making checklists first. Use something like GoogleKeep or Evernote and keep all your checklists together.

Once you start to see that you want something to reoccur or repeat, you want to assign just part of the checklist to someone else, then put those checklists into tasks and projects inside a project management program.

How I do it

Now, I’ve filled this episode with tips for you to figure out what will best help you and with steps for you to follow, I know you will still ask what I use and what I do, so I’ll share my process with you, in hopes that it will inspire you to get going, and not worry about being perfect!

I’ve been using Asana for years. It’s totally free and it has all the bells and whistles I need. The initial set-up took a bit of time, and I had to train myself and anyone who works with me to actually USE it regularly, but I’ve been building tasks in it one at a time, and it is a lifesaver.

For my weekly projects like this podcast or my weekly emails or blog posts:

I think through the task and add every single tiny step to the task (like a checklist)
I run through DOING the task once using the checklist and I add anything I forgot
I set the task to repeat

I’ve learned through the years that if a task has more than one person who’s working on it, I CAN assign subtasks to different people, but it’s easiest to just create separate tasks for each person and then put them in the order they need to be done. For example, I write and record this podcast episode, that’s a task. Jay has a task to edit it. Holly has a task, once it’s been edited and uploaded to take all the pieces – the transcript, the recording, the video, any links and put it all in the blog post. That’s one tasks with quite a long checklist, because the blog post has a lot of moving parts, and she can’t do any of them until we’ve done our part.

Now, even if I didn’t have Holly, I would still use this task, to remind MYSELF of what all the steps are.

And what’s great about this is now I can hire anyone to do the task. I have to teach them the software involved, but the task even gives me a checklist of what software is involved in all the steps. It was much MUCH harder to start working with people when I had no checklists.

Now, when I have a new project, like I started a Facebook group recently (join us! It’s free: fb.com/groups/taraswiger) – I put that in Asana too. Often I’ll talk out the project with Holly or Joeli inside Asana, then I’ll start to put the task list together. Then I keep adding ideas as I have them, then I assign it to people and pace out the due dates so the final project is done when I want it done.

The Facebook group is actually a great example, because I’m the only one that worked on it, and yet I still created tasks to mark off as I went because I was learning from a few different sources and wanted to keep all my ideas in one place and then be sure I actually DID them.

So that’s how I use project management software in my business to both plan and be sure I follow through on my plans.

I’d love to know what apps and tools YOU use and how you plan… and guess what? You can come tell me in the group! Come over to facebook.com/groups/taraswiger to join makers who are growing in confidence AND in profit, just like you! The group is limited to those who have a creative business, so if that is you, please come join us!

And remember to tune in next week where I’ll be sharing how you can choose between all the projects you’re excited to create in 2020.

Digital planning for team projects as well as solo projects, what a great break down of how to do both!

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You can subscribe to it on iTunes (If you do, leave a review!)
You can listen to it using the player above or download it.
Subscribe or listen via Stitcher (or subscribe in whatever you use for podcasts – just search “Explore Your Enthusiasm” and it should pop up!).

Find all the podcast episodes here.

287: How I use planners in my business – paper planner edition

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How do you turn your to-do lists into a plan? How do you know what to do every day? How do you fit your work around non-work appointments and responsibilities? This is what we’ll talk about this episode.

This week I’m answering the question that occurs after you make a map – how the heck do I follow through on this every day?

You see, in my book Map Your Business and in my Starship Program, you begin by getting clear on your big vision. And then you set a goal and break it down into steps and actionable to-dos. But after you have that big list of what you need to do and the order you need to do them, then what? You can’t get it all done in a day or two, you have to continue to work on it over weeks.

And that’s where a lot of us get stuck. So for the month of December, we’re going to have a series on planning – the actual figuring out what to do each day and week.

Today we’re going to start by how I use paper planners, and next week we’ll talk about task management software. As we near the end of the year, we’ll talk about how to pick your next big project. And we’ll kick off the year with an episode on January 1, about planning your best year yet.

If you’ve followed me on Instagram or YouTube, you know that I started using a real paper planner in 2019, in part because I’m having more meetings than ever thanks to foster care. I’ll talk about how I use it in a minute, but first let’s talk about what I used to do that worked really well.

Before 2019, I just wrote stuff down in my journal. I kept one journal for everything – work, personal, notes from reading or meetings, to-do lists, etc. Each week I’d look at my goal and make a list of projects for the week – what do I need to do to move that project forward? what do I need to do in my weekly tasks? What else? I’d usually make one big list for the week. When I woke up in the morning I’d look at the list and pick 2-3 things to do that day as a priority. I write down what I will do that day so I have a list in front of me to focus.

I typically spent the first few days of the week doing stuff that needed to be done weekly, and the next few days working on projects. If I didn’t get to something, I’d push it forward to the next week. This worked super well for a long time. When the video about how to bullet journal (the very basic bullet journaling) came out, I thought, “Oh, that’s what I do.” It’s not fancy or pretty but it kept me focused.

And, I should note, during this time I would see photos on the tag #planneraddict and think – who has time for all that embellishment, do those people get anything done?!

But then my life blew up, aka, I had a toddler. And she had appointments, meetings, visitations, at very specific times. And I never knew if I was going to have the time, energy and focus to do one thing, or twenty things.

So in early January I found myself really frustrated that my list system wasn’t working. I’d forget to open my journal for days. I’d have time to work but not be able to decide what to do because I hadn’t made a list for the week on Monday morning.

I had months of not being productive OR feeling creatively inspired at all. No knitting or quilting or painting. Then I stumbled up The Happy Planner on Instagram, and I thought – hmm, maybe I need to try a different method and feel like I had even a little creative outlet. And the COLOR, I love color. And I’ll be honest, 2 year olds are addicted to stickers and it kinda got me excited about stickers. So I got a Happy Planner on sale and some stickers and it took me a few weeks, but I figured out a way to use the planner that really really works for me. If you want to see the actual pages or process, this is my planning playlist including a number of plan with me vlogs.

The process is very similar to what I did in the journal, but now with stickers.

First, I make a list of this week’s projects. Then, I look at the appointments I have for the week. I generally add a sticker on each page with an appointment and write the appointment in. Then I make a space for the books I read that week (along the bottom). And I add another sticker or two to make it pretty.

I should tell you that as I record this, the toddlers who have been with me since June just went home, so my week was FULL of appointments. While they’ve been here, some days are pretty much entirely filled with the kids and their appointments. So I can easily fill in Monday-Wednesday’s to do list right away, because those days have specific tasks that I know I need to do first – like write and record the weekly podcast episode, finish up a project I worked on last week, or schedule some social media posts. Then I fill in Thurs and Friday as I go through the week and have to push stuff forward, or I work on bigger projects on those days.

I used to just wake up and choose to do whatever on each day, but with less time to work, I decide ahead of time what I’ll need to do each day, or else things will never get done.

Once it’s written down, you actually have to do it.

Sometimes this is the hardest part, to make sure your day doesn’t get away from you, that when a pocket of work-time opens up, you LOOK at the list and actually do what it recommends. If this is a struggle for you, the first question is: Do you have time, with boundaries around it, dedicated to getting stuff done? Are you intentional with the time you have? What could you do to create the habit of looking at your list?

Remember – there is no perfect planner or perfect system to make you perfectly productive. Your job is to find what works for you, change when your life or needs change, and keep giving yourself grace while you experiment.

I’d love to know what YOU use and how you plan… and guess what? We have a new free community where you can share your planner and your system with us! Come over to facebook.com/groups/taraswiger to join makers who are growing in confidence AND in profit, just like you! The group is limited to those who have a creative business, so if that is you, please come join us!

And remember to tune in next week where I’ll be sharing how I use the task management software Asana to keep track of everything for this podcast and my Program.

Such a fantastic take on planning, and making sure that it works for you!

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You can listen to it using the player above or download it.
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Find all the podcast episodes here.

277: Business plans: Do you need one?

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Do you need a formal business plan? If not, how can you plan your business so it’s profitable and successful? How will you measure if it IS successful?

Today's deep dive into business plans comes to you because my Boss-Level Patrons voted that I make this episode this month.

Several years ago I created a video where I shared the process of making the business plan to buy the comic shop that my husband worked at. When I made the video we were in the middle of planning to buy the shop, which didn't end up working out for reasons totally outside our control. But that video is still one of the most popular videos on my channel. So I recently went back and rewatched it and I realized I talked a lot about what we had done, but nothing that was very instructional if you want to make a business plan for your own business. And you know I want to be super-useful to you, so over the next two episodes, I am going to go MUCH deeper into the practical aspects of a business plan.

Today we’re going to talk about when you DO need a business plan and when you don’t, and if you don’t, how to make a plan that will help you reach your business goals.

Next week we are going to be super-nerdy and go into how to make a traditional business plan, with questions to answer for all the sections and what we actually included in ours. I’m sharing as many of our real-life details as I can, without being in breach of the NDA we signed.

Business Plan v Map Making

We need to start with this: A business plan is related to your goals, and to the map you make to reach your goals, but it is not the same thing.

My book Map Your Business helps you do the process you have to do before you ever sit down to a business plan – getting clear on where you are, where you want to be and what goals you want to hit on your way there. But it is aimed at helping you make a personal plan for the actions and to-dos you need to do to hit the goals.

A business plan is a document that shows a lot of information and details about your business, the competition and the overarching plan. It may include financial projections. But it actually doesn't have that many actionable steps in it, it's more of a big picture planning document.

So you need both a map to get super actionable, and you can use a business plan to make sure your business will WORK and to keep you in line with the bigger mission.

When do you NEED a business plan?

The short answer: Whenever you're getting anyone else involved in your business – a partner, an investor, a bank, even a landlord (they may want to see your business plan), you need a traditional business plan. So if it's just you and your hands, you probably don't HAVE to create an official business plan, but having a simplified business overview can help you focus and will prompt you do the research you need to do. In a minute we’ll talk more about what I recommend every new or growing business include in a plan.

If you’re going to ask for funding, from anyone, including family or friends, you absolutely need to follow a tradition business plan.

If you are starting a partnership, or bringing a partner into your business (even if it’s your best friend or spouse), you need to have a traditional business plan, to be sure your ideas, expectations and goals are completely aligned (the process is really clarifying of where exactly money will go!). You also need a partnership agreement, and you need to have a lawyer look over both documents.

If you are investing a large amount of money into your business, even if it’s your OWN money, I’d recommend a business plan, so you know exactly when you are likely to see a profit, what you’re going to put the money towards, and how you’re going to earn it back. Treat yourself like an investor, and do the math and research to be sure.

What’s a large amount of money? Whatever is a lot of money for you! When I invested into my doTERRA business just a few hundred dollars and committed to start a business (instead of just buying oils as a customer, like most people do), I made a mini business plan, to be clear about how much time I would put it into, what exactly I would do, and when I could expect to hit goals. I attribute that plan and commitment (which I shared with my friend and mentor and she held me too), with the success I’ve experienced in that business.

What if I don’t need a business plan?

I’ll be honest: I started my yarn company by listing some skeins on Etsy, and then a local art shop, and then I did some craft shows. For months I didn’t keep track of expenses or even sales. But it wasn’t really a business. When I got serious about getting profitable (so I could quit my dayjob), I made a post-it note marketing plan and did the math to figure out how much yarn I needed to make in order to make a sales goal. (I teach you how to do this inside the Starship Program, btw.)

That’s not really a business plan, but they were documents that I could work from, and refer back to.

When I wanted to talk to my husband about quitting my dayjob to make yarn full time, I wrote up some notes, which is the most formal business I ever made for that business – it included sales data, profit math, projected sales for upcoming shows, and how much I could make if I had more time (ie, after I quit my dayjob). I also included some marketing goals (getting featured in a magazine, getting accepted into more shows) and some personal financial goals, that we would want to achieve before I gave up my steady salary. This document guided me for the next year or so. Whenever I had a new challenge or a new goal, I have always done something kind of similar.

So for me, this simplified business plan has been vital in helping me see the overall health and direction of my business.

How can you make a simplified (and effective) business plan?

I’m going to share suggestions from the Small Business Administration (SBA), and also suggestions based on working with hundreds of creative businesses.

Remember: Your business plan is a living document. You will use it as you operate your business. You want to have enough detail to help you make decisions, but not so much that you get overwhelmed by it.

The SBA suggests identifying:

Key partnerships
Note the other businesses or services you’ll work with to run your business. Who will you buy your supplies from? What shows or shops will you work with? Who will help you with what?

Key activities
What do you actually DO in your business? What are the methods you use to sell? (Online shop? Craft show booth?) What are the activities involved in having your product there?

Key resources
What do you already have that will serve you? Don’t forget experience, education, skills, even those that you acquired in unrelated fields, like household management, making a website for your hobby, etc. Also include any audience you already have, from personal FB page, your Instagram, your email list, anything.

Value proposition
“Make a clear and compelling statement about the unique value your company brings to the market.” – SBA.gov

What does your item offer your customer? How is that special? How does it make them feel?
(We develop this more inside the marketing part of the Starship.)

Customer relationships
How do you think customers will interact with your business? Is it automated or personal? In person or online? Think through the customer experience from start to finish.

Customer segments
Be specific when you name your target market. Your business won’t be for everybody, so it’s important to have a clear sense of who your business will serve.

Channels
How do you communicate with prospective customers? What tools will you use?

Cost structure
What are your biggest costs? In this section, include your COGs for every product you sell. (Don’t know your COGs? The Starship Program guides you through this math)

Revenue streams
Explain how your company will actually make money. Some examples are direct sales, membership fees, and selling advertising space. If your company has multiple revenue streams, list them all.

That’s what the SBA recommends and if you are starting a new business, I recommend having every single one of those sections filled out if you are starting something new, or investing in your business.

Many of you already have businesses, so I’m going to make an even more simplified version for you. At the minimum you need to have:

Value Proposition
What exactly do you sell? What does it do for the customer? How does she feel?

Target Customer Profiles
Who loves and buys your work? What EXACTLY is she like?

What is your next goal?
(Map Your Business helps with this)

Financial Reality
Before you can make any big decision in your business you need to know where you are financially –

What is the COGs for each product?
What is your overhead?
What is your business break even point?
Have your spreadsheet of at least the last year in monthly sales and expenses. (It is much more effective to compare month over month)

Financial projection
Considering what you have planned in the marketing section and the current growth track your on, what will your sales be like in the next six months (per month)? What will your expenses be?

Day to day you may only need to think about the next month or two in projections, but if you’re taking on a big new expense, you may want to project out further, to the break even point.

Marketing Assets
What assets do you already have? (Subscribers, followers, etc) What is the conversion rate for the various channels? What is your current calendar?

Marketing Plan
What will you promote? When? How? What’s your social media calendar? How will you move a customer down the customer path? (I have a course on building that path here or you can build it inside the Starship Program, after you work on your profitability)

Overwhelmed?

Ok, that’s it. Whew!

Are you looking at this and thinking, “oh man, that is a LOT of work!”? You’re not alone! I feel a little overwhelmed just talking about it. But here’s the thing – if you’re tired of feeling scrambly, if you’re tired of feeling overwhelmed and without focus, you need to do SOMETHING different.

You need a plan, not just for what you’ll do today, or for the very next goal, but you need to understand the entire health of your business and how it works together. A business plan will help with that. Digging into where you are where you want to go. Being clear about your real numbers. Being strategic in your marketing time. This will ALL help you feel LESS overwhelmed.

Yes, it’s a big project if you tackle it all at once, but you don’t have to! You can do it step by step (this is actually what I DO, I help people walk through it step by step, not so they have some business plan, but so they have the information, the knowledge they need to grow and make decisions).

Not knowing how your business will actually WORK is one of the biggest mistakes I see people make. I am going to be teaching you to avoid this mistake and three more in a free masterclass this week, and we are going to talk more about how you can figure out the data that goes into your business plan. To join me, go to taraswiger.com/foundations. I will walk you through this step by step, you DO NOT have to do it by yourself.

Love this podcast ep on business plans and when you need one!

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254: How to plan in uncertain times

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How can you plan for your business when everything in your life is uncertain? When you’re not sure where you’ll be next week or next month? You may be great at planning normal life, but what about when there’s a family illness, a new baby, a new job, a big move, a divorce, or just the uncertainty of life?

Let’s talk through how to ride these waves of uncertainty.

As you know, I’m in a really uncertain season of my life as a foster parent. Heck, as you listen to this, my whole family may have changed shape (again!).

How can you plan for just running your business or growing your business when everything is so uncertain?

Week to Week

Here are my suggestions:

Make a list of what is the core function of your business and what has to be done to make sales. Ruthlessly cut everything else.
Remind yourself that this is just for now. For this season. Things will change, you’ll have more certainty and then you can add back in all the not-mission-critical-top-priority stuff.
Each week, look at what’s ahead on your calendar and what you need to do this week on top of the usual, and find the time in your week.
Go on and schedule the chunks of time for work, in whatever system works for you. Something flexible, like Google calendar or post-its on your paper planner.
Even if you never wrote down work times in your schedule before, now is the time to do it, because you want to first identify those times when you can work (your freaked-out brain will tell you that you NEVER have time) and then not MISS them. You always want to make sure you’ve got enough time and if you truly don’t, you get to recognize that now, when you’re planning, so you can adjust your expectations.
Change your mindset to value flexibility. Your past focus may have been productivity, so this may be an adjustment. If you’re in a time of uncertainty, something may come up and you’ll need to move the work you had planned. You’re going to be productive if you can be flexible and if you’re not all or nothing about your work times. (This has been a real struggle for me.)
Work when you can, manage expectations, and give yourself credit for getting ANYTHING done.

You’ll notice that this comes down to two skills you have to practice: flexibility and managing expectations. You’ll need to let go of what Past You got done. Embrace the constraints on New You and celebrate what she’s able to do, even in the midst of all this uncertainty.

And lemme tell you, that, for me, was the hardest part. Not comparing Mom Tara with what Past Tara could do. Not just because Past Tara had more time, but because Mom Tara had a lot more on her mind and had a hard time focusing.

Long Term Planning

Now, what about planning long term projects, like applying to craft shows or traveling to events? This is definitely something I’ve struggled a LOT with. Should I plan that trip if I may not be able to go? I skipped out on a trip to Europe, which was paid for except my flight, because I thought we’d have a kid in our home. Well, we did not have a kid in our home and I was in the middle of mourning the loss of our first placement. Should I have planned it anyhow? I’m not sure. I still don’t know if I made the right decision or not, but I’ve decided to just let it go.

Should you apply to that craft show if you may have to stay home?

The truth is, I can’t tell you what you should do.

You need to make your own decision based on your own comfort with risk, canceling and regret.

Take into account:

How comfortable you are with having to cancel.
How upset you’ll be if it ends up you could have done this event and then didn’t do it.

The fact is, you may need to adjust how comfortable you are with cancelling. For years, I have followed through on every webinar plan I made. If I said I was going live next Wednesday, I’d do it. But the changing foster placements meant that I either had to NEVER plan another webinar, OR I had to just accept that I would plan things and not follow through. Since a free webinar getting cancelled doesn’t hurt anyone, I’m fine with that. But I won’t be selling anything I can’t follow through on, because I’m not going to cancel what you paid for (although I have had to reschedule some things!).

So you have to think through this for yourself. Are you OK with applying to a craft show you need to cancel on? Will you be more upset if you don’t apply but it ends up you could have gone? These are hard decisions, but just keep in mind: You will be ok no matter what.

I hope this has helped you think through your own plans, and that if you’re not in an uncertain place right now, you can come back to this episode when you are. If you are in an uncertain place right now I just want to tell you that I am proud of you. You are doing a good job. I’m sorry you’re going through this and I believe in you. Your business will be OK.

Just because life is a bit uncertain right now, doesn't mean everything is hopeless for your biz!

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You can listen to it using the player above or download it.
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244: Beyond goal-setting: Daily and weekly plans

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What do you after you set your goal? What if you know what to do but you aren't getting anything done? Today I'm going to answer those questions and talk about how I use a planner.

I know it's February, and most people think about planning and planners and overhauling their habits at the first of the year, but I'll be honest with you: this year I didn't start even THINKING about my new year until January 20th. Between the logistics of a new 2 year old foster placement in my life and the learning curve of toddler parenting, I had no brainspace to spend thinking or planning. And once I started talking about my planning on Instagram (@taraswiger), I started getting questions that I wanted to answer here on the podcast. And hey, these are the questions I'm dealing with right now, as my whole work life is different now that I’m a new mom.

So the real question, for most of us when it comes to productivity is “how do I get done what I want to get done?”

In my experience getting things done comes down to three different parts of the process. At least one part of the process probably comes to you very naturally, and you don't have to even think of it. But another part of the process may not feel natural. You may get frustrated because you have such a clear vision about where you want to go, but your days seem to slip past you. Or you may be a pro at checking things of your list, but you feel fuzzy about where it's all going.

What you need is to identify how you do all three parts and then focus in on where your system is breaking down.

The Three Parts of Getting What You Want Done

First, identify the destination.

Where do you want to go?

If you just start planning your day or setting goals without a vision for the destination, it will be hard and you'll probably change course often and not make a lot of progress.

The clearer you are, the easier this will be, but I don't want you to fret too much over this. The longer you work on your business, the clearer you'll get about your Ideal Destination, and the more you'll know about the business you want. Your vision can evolve as you move along your path.

But you do need to spend time thinking about the aspects of where you want your year or your life or the next 3 months to go. What do you want to have more of? How do you want to spend your time? How do you want to feel? The first section of Map Your Business walks you through this.

Second, map out the steps to get closer to the destination.

Break your destination down into a smaller goal (for the next 3-6 months) and map out the steps you'll need to get there. This is the heart of my book Map Your Business, it has worksheets that guide you through this process 4x a year.

I hear from women every day who are using Map Your Business to get clear about where they are in their business and where they want it to go. (I LOVE hearing from Mappers and seeing your posts on Instagram, so if you are using Map Your Business, please tag me!) But it's not just about SETTING the goal, Map Your Business walks you through identifying what you'll need to do to reach your goal – the mini-goals you'll hit on the way there, and the actual tasks you'll need to complete. When you're done mapping, you'll have a big to do list that will move you where you want to go.

You can't make progress unless you know SPECIFICALLY what to work on.

Third, give the tasks a time and space.

This can be as free or as structured as you like. There are any number of ways to do this, but for many of the makers I talk with, this is the step they're skipping. They may have done Map Your Business and now they don't actually get the tasks done because they haven't set aside the time and space.

The big thing to remember is: this aspect will probably have to change as you grow.

For years, I would have the same set workday, and then just take my map to do list and work through it during the workday. Over time I learned I work best when days have a specific focus, like writing on Monday and recording on Tuesday. Within those boundaries, I'd work on my to do list. Now my whole schedule has been blown up by a 2 year old, so I'm rethinking how I do this.

Here are some ways that work for the women I know:

Have set work hours and just work down your list during those hours.
Theme days: writing days, shipping days, sewing days
Time Block your schedule: look at the blocks of time you have and assign the blocks kinds of tasks (the main thing is to STOP doing that task when the block is over). You may get your family out the door from 6-8, workout from 8-9, work on marketing and photography 9-12, then work on production from 1-3. Then family time from 3-8. Your blocks can be tiny (1 hour) or bigger (3 hrs is probably the max for your focus and attention).
Plan when you'll do what task at the beginning of the week (useful if your schedule changes a lot).

I want you to remember: it doesn't matter HOW you organize time or even how much time you have, what matters is “are you working on what matters to you and to your goals during that time?”

It's possible you have one of the above systems in place (or you intend to) and yet you still aren't working on what matters? Why? I've found that most of us are dealing with one of the following reasons:

We aren't actually working on what we planned to.
Instead of taking photos for Instagram, we're scrolling instagram. Instead of writing the email newsletter, we're looking at our email stats. That's ok! Don't beat yourself up! Just recognize it, identify where you do it, and move on.
We haven't written it down.
I don't know how you'll keep track of what to work on if it's not written down somewhere visible. You can make a pretty planner, you can use Asana, you can just write a list on a post-it, but I've never met anyone who didn't need SOME way of keeping track of what to do next. If you find yourself NOT working during your work time, stop and write down what you'll do next. It may see silly or unnecessary if you've already written it all down, but this is my quickest productivity hack: I just write down the next 2 things I'll do starting…now.
You're not keeping track of all you DO do.
Many times I've talked to a business owner who is complaining she never gets anything done and then she tells me about her day and OMG she is DOING SO MUCH. But she's not “counting it”. So start writing down and planning ALL that you do, not just your business or not just the newest goal. Having it all written down in front of you can make you more realistic about the time you have to spend on this new goal and help you celebrate all that you get done!

If you liked today's episode but you wanna go WAY deeper into productivity and how to plan a workday that works for you, check out my creativeLIVE class, How to Get More Done. It's 6 hours long with awesome bonuses and worksheets and you can find it at taraswiger.com/time.

And if you want to see my own planner system, check out my YouTube channel, my Monday videos have recently been about the systems I have used and how I plan now!

Reaching your goals isn't only about having a vision or check lists, it's about both!

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239: How to plan the best year ever

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How can you plan to have the best year? Not just get everything done, but have a year you actually enjoy?

It is both important to reach the goals you have set, and enjoy your time. What’s the point in building a business if you aren’t enjoying yourself?

You’re never going to feel like you’re done in business.

You’ll always be changing, growing, setting goals. THAT is what building a business is. So be sure that you enjoy the process of moving towards the goal, as much as you think you’ll enjoy actually reaching the goal.

A couple tips as you sit down to do your New Year Planning:

1. How do you want to feel?

How do you want to feel as you work on your goal? How do you want to feel when you reach your goal? (Check out the Desire Map for more on feelings + goals).
You can bring these feelings into your planning – how can you feel this feeling RIGHT NOW?
It can be hard to plan, if you feel scared or compressed. So before you plan, get in a great mood.

2. Make a list of the things that make you feel how you want to feel.

Don’t worry about how it integrates with your work, just make the list! You’ll start to generate ideas for how this will integrate with your work.

3. Review what worked last year.

You aren’t starting from scratch, you already KNOW stuff! Remember what you learned last year, what worked and what didn’t, and be sure to apply it to this year.

4. Narrow it down.

Everything is not equally important. Pick one thing that will help you feel the way you want to feel. Pick one thing that will make the biggest impact (first domino). And do that first.

Need help getting clear on where you want to go and then turning it into an actionable plan? Map Your Business guides you through all of the tips above, and you end up with a doable plan, followed by monthly review and quarterly goal-setting.

Past New Year’s episodes:

Can't wait to incorporate these tips into my New Years planning! They're a great reminder to stay focused!

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Your questions answered: email list growth, self-publishing and what I’d do differently

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Today I'm answering questions from my Instagram followers (to get your questions answered, be sure you're following me!). In fact, I received so many questions, I split them into two podcasts! You can find the first Q&A post here. Today we'll cover:

Email List Growth
Self-Publishing
What I'd do differently

How to grow your email list and publish a book: @TaraSwiger answers!

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Resources:

Check out these awesome handmade businesses:

How to listen

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Long Term vs. Short Term Thinking

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Are you focused on the long term or short term?

Are you making decisions based on this week or next year? Do you have patience or are you going to quit if it doesn’t all turn out like you want in three months? This is another tough-love episode where we make your biz a little more sustainable by looking at the big questions.

Make a short term decision to keep the lights on, but a long term decision to grow your biz.

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Resources Mentioned:

Map Your Business – Think about the long term and then plan for the short with this guidebook!
Happy Money: The Science of Happier Spending

How to listen

You can subscribe to it on iTunes (If you do, leave a review!)
You can listen to it using the player above or download it.
Subscribe or listen via Stitcher (or subscribe in whatever you use for podcasts – just search “Explore Your Enthusiasm” and it should pop up!).

Find all the podcast episodes here.

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