Managing Projects at Virtually Does It

Business Ops, Productivity

I’ve written on the blog before about working on your business as well as in it, how important this is, but how it can often get pushed down the list as other work for our clients takes over.

In the beginning, whenever I came to time to work on my business, things always felt far less organised than the way I managed my client work, and I didn’t feel that I was using that time as productively as I could be.  Do you ever feel overwhelmed by everything that you want to do for your own business?  Yep, me too and I don’t know a business owner that doesn’t at some time or another.  Ideas are noted down here and there, you’ve got drafts of copy, newsletters and blog posts in various forms, and even the odd email to yourself when you’ve had a flash of inspiration!  How will you ever get all this together in one place and take action to develop your business?

It doesn’t have to be this way.

Meet project management platforms, designed specifically for managing everything that goes on in your business, and your team if you have one. Think mapping everything you have going on in your business AND being able to see it at the touch of a button.  Have a team? Think team collaboration on shared projects, allowing communication with other team members without the use email, and giving everyone involved on that project an overview of tasks, actions, and milestones.  They are perfectly suited to working on projects solo, and the functionality is suited to one person, or many.

So how do I use it?

I currently use ClickUp to manage my business and it has fast become known as Virtually Does It’s Business Hub.  It contains everything that goes on in my own business, here’s a snapshot….

  • Editorial calendar for blog posts
  • Newsletter themes
  • An overview of processes, for example, when a new client joins
  • Ideas for development
  • Projects that I am working on at the moment, tasks and actions
  • Website updates/amendments

Here’s an example of how it worked for me….

I was working on my ‘Business Boosters’ package at the time (now known as Solve and Succeed) used my then project management platform to keep track of what needed to be done from start to finish.  I was able to break the project down into the main parts, content, design, how they would work in practice, and then into the individual Boosters too if there were any specific actions for that.

In each sub-project I made notes and kept reminders, tasks and actions, linking to any documents stored in Dropbox so if I needed to review the copy for example, or design options from my graphic designer, it was all easily accessible within the platform.  I received daily emails if there was something I needed to do or check on, helping to keep me on track.

I can honestly say that it helped no end with keeping everything in one place that I was working on, and Business Boosters were launched seamlessly and has since evolved in the increasingly popular Solve & Succeed package.

The best bits

It didn’t feel like I was having to work at being organised! I’m pretty organised anyway as you might expect, but use a platform like this made it feel really easy.  Although there are templates to help you set up projects, these are easily customisable so you can suit it to what you’re doing.

The projects can be ‘copied’ so you don’t need to start from scratch each time. So, say you do monthly webinars for example, each month you’ll need to do the same tasks and actions in order to get ready to host the webinar, you can copy the project and just update content to what you’re currently doing.

You can archive all your past projects, but they are still available as a reference guide, so if you want to know who you used for graphic design, or how you did a particular newsletter, you can refer back to the project and the information is there.  No more searching your emails!

If you want to make things happen in your own business, this is the way to do it!

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Meet Katie

Katie is a business operations strategist, manager and workflow expert, designing and streamlining what goes on behind the scenes for better results.