Techniques and strategies to maximize your time using checklists and systems.

The Game-Changer: Implementing a Project Management System

2024-05-30T12:56:14-04:00By |Checklists & Systems|

If you're anything like me several years ago, you're probably juggling tasks and projects through emails and texts. And it worked... for a while. However, implementing a project management (PM) system was a game-changer for my business. The Early Days: Email Overload In the early days, my team and I relied heavily on emails, texts, and spreadsheets to communicate. It was fine at first, [...]

The Password Predicament: A Tale of Delegation Gone Awry

2024-01-26T11:43:39-05:00By |Checklists & Systems, Delegation and Elimination|

Today we delve into delegation through a real-life case study. This tale began when one of my clients was going to be unreachable for a few days and needed her assistant to handle last-minute registrations. Typically there are a lot of last-minute questions and they wanted to make sure they had a plan to seamlessly address these if/when the business owner was unavailable. They [...]

Cracking the Code for Business Owners: Why Clearing Your Mental Clutter is Key

2023-08-23T18:20:20-04:00By |Checklists & Systems|

Ever felt like your mind resembled a traffic jam of never-ending tasks and ideas, threatening to trigger an explosion of overwhelm. As women entrepreneurs, the pressure to remember every detail, every deadline, and every project can be suffocating. Have you ever found yourself desperately searching for the starting point amidst the chaos? Believe me, you're not alone. The secret to regaining control and making [...]

Use Batching to Save Time

2023-03-20T10:29:02-04:00By |Checklists & Systems|

How do you handle all the jobs that need to get done in your business? Multi-tasking sounds appealing; get several things done at once and save time. But in reality, actually a distraction and a time waster.   You heard that correctly. You’re losing time, not gaining it when you multitask. Many studies have explored the link between multitasking and losing time. According to the [...]

The Power of a Checklist

2022-12-05T17:13:34-05:00By |Checklists & Systems|

As I was rereading The Checklist Manifesto by Atul Gawande, I was reminded how critical checklists are for saving lives. They are used in many areas including in hospitals when checking vitals and in surgery, in construction during planning and construction, and in aviation pre-flight and emergencies. But what about the “regular” biz owners whose work isn’t life saving (just life changing?!)? How can [...]

Routine: Eliminating Chaos from your Day

2022-06-15T12:42:13-04:00By |Checklists & Systems, Overwhelm|

Sometimes owning a business can feel chaotic, but with the proper routine, you can sail through stressful times without hitting the panic button!   One way to reduce stress is to create a routine with stable “book-ends” to start and end each day.    This will also help your team members who are overwhelmed by fast-paced projects feel more confident in their abilities, while [...]

Questions to ask a Productivity Coach

2022-05-24T13:23:23-04:00By |AWE, Checklists & Systems, Productivity|

Now that you’ve recognized you need a productivity coach, the next step is figuring out who is the right fit for you! I chose some of the questions that potential clients ask me (and they tend to be the same questions I ask when looking for a coach) to help you narrow it down. https://youtu.be/H0jsqWwGb_0 Let’s start with questions you should ask internally.  [...]

Time Management: Are You the Problem?

2022-07-18T14:03:30-04:00By |Checklists & Systems|

Each quarter, I track my time for a week. Time Management is crucial to the success of my business. However, I’m not going to lie – I HATE doing it! It seems so tedious. Plus, I ALWAYS find something I don’t like when I’m done tracking. I know I should appreciate the new knowledge because how can I fix the problems I find without [...]

Business Transitions: Tag – You’re IT!

2022-07-25T13:03:42-04:00By |Checklists & Systems, Leadership|

When you are a one-woman show, you don’t really need to worry about transitions and things falling through the cracks. As long as you have a better-than-average capture system, you can reasonably expect to stay on top of most of the details in your business. But, the thing about one-woman shows ... you are doing it ALL. This means you are limited in the [...]

How to Leave the Office an Hour Earlier. . .Without Stressing

2020-08-12T11:01:39-04:00By |Checklists & Systems, Financial Advisors|

"What would you need to do to be able to leave the office an hour earlier each day?" That's a question I asked a client last week. Here's his response: CLIENT – "I own my own business; I can leave whenever I want." ME - [PAUSE] CLIENT – "Well, I mean, I just don’t leave early very often, because I want to make sure [...]

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