- Define your month
Look at your Year End Goals and figure out what you need to accomplish every month to reach your annual target. So if you’re looking to land 12 new clients, it makes sense to aim to bring in 1 client a month. If you’re in the early phases of setting up a store, your first month can be to research and learn what goes into launching, managing and marketing.
All you are doing is dividing your Year End Goals into manageable parts.
- List your tasks
Start with the first month for now. What do you need to do this month to meet your goal? If it’s producing weekly video tutorials, your tasks may include planning 4 videos, filming, editing, promoting, engaging with your audience and so forth.
- Allocate your time
Based on your experiences estimate the timeframe for each task. (Or calculate how many hours you have left when you take into account other goals, work or family responsibilities and divide the time among your tasks.) Be honest. If it takes 4 hours of filming to get the shots you need to produce 15 minutes of quality content then write that down. This is for you to track your process and development.
The point of filling out your monthly goals, tasks and time is to give you a bird’s eye view of what’s really important to you and how much you can take on. You might realize you won’t have time for everything so you will need to tweak your plan and even rethink your priorities.
Quick tip: I didn’t provide a weekly or daily breakdown because I found I was spending too much time maintaining the list instead of actually doing the work. The worksheets can be used together with your calendar or to-do list for your meetings and daily tasks. In fact I use Google Keep to track more complex projects. What I want you to get into the habit of is defining a goal, breaking it down into actionable parts and prioritizing the things that really matter to you.
In the next section, we’ll be tracking your progress.