Our mission requires us to use our time wisely, be efficient and to get all the little things done to win big.
I spent much of the last week of 2017 getting organized – I cleaned, purged, planned, scheduled, set goals, created dashboards – it’s my happy place. As a planner by trade, I find great joy in doing all of this.
I have done hundreds of strategic plans, and I know two things for sure:
1) If the plan is out of sight, it’s out of mind. The plan – and planning – needs to be part of your everyday conversation.
2) If the plan isn’t measureable – you will never be able to keep track of where you are. When it comes to winning a game – the scoreboard is the most important thing
As I work hard to keep committed to my personal and professional goals and resolutions, I use lots of resources and tools to keep me organized and efficient. Anything that saves me time is an asset to me. Anything that keeps me focused on what’s important and allows me to advance my mission is worth my time.
Here are 7 tools I have been using to ensure success and help me crush my goals:
Tracking business mileage.
I am using an app to keep track of my business mileage – the one I use is called MileageIQ – that actually prints my mileage reimbursement forms for me, from my phone, after it tracks automatically my business trips. Doing this by hand, after the fact, can take me hours and often I forget where I went.
New time keeping process.
We are using a new program called Harvest that merges time keeping and projects. It allows for easy time study’s, collective planning and keeping on track with milestones and tasks.
We use Quip, Slack and Google Docs to work on collaboration, in unison and in alignment. We plan staff meeting agendas, create systems, and shared to-do lists using these tools and do our best to “work out loud”
Streamlined and consistent calendar.
Our office has gone to a “single calendar” – gone are the days of a yearlong planning calendar on the wall, a different on one our phones and an event calendar on the back of someone’s door. We all use one tool, Outlook, and all calendars are shared and collaborative.
No lost paper.
I’ve also eliminated paper to do lists, scraps of paper and sticky notes taped to my computer monitor – I use one, Tasks – through Outlook, accessible anywhere, that pings me when things are due, helps me prioritize, allows me to instantly turn an email into a task and assign tasks to other staff members – and tells me when they have marked it complete.
I use a password keeper – the one I use is called Dashlane – and I only have to remember one password and it remembers all of my other ones.
Tangible milestones and accountability. My family has a big financial goal to meet – so we printed envelopes and numbered them (just like old school church pledge envelopes) and will use them to not only keep ourselves accountable to the goal but also to celebrate the shrinking number of envelopes.
I’d love to hear your methods and ways that you keep track of what’s most important to you.
Want to have a conversation about about establishing goals and identifying tools to help you crush them?
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