Does your desk look like an advertisement for Post-it notes? If you love using paper and sticky notes for planning, know you’re not alone. But eventually, you will want to start using a project management tool for your planning. Trello, Monday, ClickUp, Asana – there are many to choose from and what best fits your business needs. 

Today I’m not going to focus on which platform you use, but how to use your platform as a tool to help you plan out and keep accountable for the things you want to achieve in the upcoming year. I’m sharing this, the 4 A systemization and automation process, because it is part of my VIP days, and I’ve seen success implementing these processes.  

“Brainstorming, it’s important to have your ideas somewhere. I cannot count the number of times I have forgotten some of the ideas that I have come up with because I have not typed them out in a searchable digital application or digital platforms. ” – Rebecca Kay.

Highlights include:

  • Audit and assess the previous year (2:58)
  • Automation in your business (4:42)
  • A sign (6:51)
  • Aligning (9:55)
  • Action steps (12:24)
  • Dissect the four quarters (13:39)
  • KPI’s and how close you are to your goal (14:58)
  • Brainstorm and keep a digital list of ideas (16:26)
  • Planning templates (18:41)

What is your project management system of choice? Are you utilizing it to plan your year? Or, will you jump in and implement the steps I mentioned in this episode? I’d love to know! Come chat with me on Instagram or join my free Facebook Community.

Have you taken the Discover your CEO Personality Quiz? I would love it if you share it on Instagram, tag me, or send me a DM and let me know! 

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For more on how to create the systems and structure that will finally give you the freedom in your business that you have always desired as you scale, join me in my free Facebook Group:

Resources mentioned in the podcast