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Daily Planner Calendar Set-Up for Business Owners: Easy Steps to Get Started

business planning calendar quarterly planning May 09, 2023
Daily Planner Calendar Set-Up for Business Owners: Easy Steps to Get Started

Do you ever wake up with dread and think to yourself, how in the heck am I going to get it all done today?

That was me before I put in place this daily routine that allows me to get more done in less hours!

Yes, that is possible!

Today, I'm going to share with you my top 3 steps to set up your daily planner for maximum productivity and effectiveness. Let's dive in!

 To get started we need to back up a bit to Sunday’s!  Each and every Sunday you should take 15 minutes to plan your week, which will act as your guide for the week on all of the appointments, tasks and to-do’s that need to get done.  I have a video for you, on how to turn 15 minutes of work into an additional 150 minutes of free time each and every week here!

Once you start that routine, immediately you will have better control of your daily schedule!

STEP 1: Start with a clean slate.

This step should essentially be done during your Shut Down Routine the day before. This way you are waking up to a plan!

Before you shut down for the workday, clear your mind by conducting a brain dump! This is writing down all of your to-dos and tasks for the next day. This will give you a clear understanding of what needs to be accomplished and help you prioritize your tasks.

Once you have your tasks written down, you can start filling in your calendar with the most important tasks for the day.

You might be thinking but how do I choose which tasks to complete first, when they all seem to be HIGH priority!  That’s a great question!

Each month, or at least each quarter, you should be crunching your metrics in your business to analyze what is working well so you can dial into making more profit!  When you start to review your numbers and then make decisions based on those metrics, that is when you are able to easily prioritize your tasks!

Once you know your metrics, you should establish your 3 Daily IPA’s which are Income Producing Activities!  These 3 daily tasks SHOULD become your highest priority each day!

They are the 3 tasks that move the needle forward in your business allowing you to move closer and closer to your ideal dream day and lifestyle!

If living out your dream lifestyle is your goal, drop me a HECK YES in the comments!

STEP 2: Block off your time.

One of the most important things you can do when setting up your daily planner is to block off time for specific tasks. This helps you stay focused and ensures that you don't spend too much time on one task, neglecting others.

Remember your goal is to block off time for your 3 Daily IPAs first and if possible get these done as early as you can each day.  This ensures that if NOTHING else gets done except those 3 daily activities, you know that you took the action needed to move you closer to that ideal lifestyle you desire and deserve!

I personally love using Google Calendar for all my appointments, tasks and reminders because you can easily block time and move things around if needed! I DO NOT believe in using an electronic calendar, paper planner, sticky notes, to-do lists etc because guaranteed something will get missed by not using just one planning tool! So choose one tool to set yourself up for success and keep things simple!

Use your calendar to block off time for tasks like email, meetings, and phone calls. This will help you stay on track and ensure that you're using your time effectively.

And a pro tip from Tim Ferris, author of The 4-Hour Workweek, is to become okay doing things on your timeframe and not others. Such as replying to email once a day at a certain time!  Set Up an out of office message that clearly states this, so people know when to expect a reply from you!

Establishing boundaries like these will train your support team, customers, and community on how you work so they know what to expect from your company!

And Finally STEP 3: Be realistic with your goals.

When setting up your daily plan, it's important to be realistic with your day. 

Don't try to cram too much into one day, or you'll end up feeling overwhelmed and unproductive.

Instead, set achievable goals for the day and celebrate each accomplishment as you go. This will help you stay motivated and on track to achieving your long-term goals.

When you set a realistic plan for your day, you are more likely to be able to accomplish everything, plus have some flexibility for times when you need to pivot and adjust!  And most of all it allows you the ability to take advantage of those last minute invitations to spend time with the ones you love the most and be present!

Which is why we went into business in the first place right?

In Summary,

Remember to start with a clean slate, block off your time, and be realistic with your goals. With these three steps, you'll be well on your way to a more productive and fulfilling day.

As always I like to share with you what has worked best for me on my entrepreneur journey, so this week’s FREE resource is The Blueprint to Building a Profitable Business without Burnout!

Inside this guide you will discover The 3 Biggest Mistakes I Made on My First Journey from ZERO to a Million Dollars (And What I Am Doing This Time Instead That ACTUALLY Works!) Please download this today, to avoid my mistakes as you scale your business to 7-figures and beyond!

It’s available for you to download below:

And that’s a wrap on this week’s episode! Remember to live this one life you were given!

Life is a Journey and I am so glad you are on it with me!

xoxo Sailynn...

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