tips for staying organized

I live in a small house. I have a desk set up in our spare bedroom, but it’s used more for stacking and storing things than an actual working desk space. I also work a full-time job on top of freelancing. Within my business, I’m juggling anywhere from 2-6 clients, providing different deliverables (some I provide content, others I run their social media).

How do I stay on top of everything? How do I stay organized? How do I ensure no assignment, meeting, or email slips through the cracks?

While I’m definitely not perfect, I definitely pride myself on my organization. I’ve always been a paper planner user, list maker, and time scheduler. Though obsessive in my high school and college days, my organizational skills and attention to detail have definitely played into my professional success.

Now is more important than ever to stay organized while working from home since thousands of people are home, trying to balance work and life while in the same space.

Here are a few tips I’ve learned over the years that help me stay organized with my clients and workload.

  • Use a planner. I religiously, and probably somewhat obsessive compulsively, use my planner. Like an actual paper, bound planner. I enjoy the physical act of writing my assignments, meetings and appointments. I carry it with me in my laptop bag or purse, and every morning look to see what’s happening for me that day. Then, throughout the day, I check or cross items off as they get done. I also use stickers and highlighters for the important due dates and things I can’t miss.

    Whether you use a paper planner, the calendar on your phone other electronic device, or a planner app, do whatever works for you. Try and be sure to log everything, including assignments, deadlines, meetings, and other time-bound information so nothing gets lost in the shuffle of life.

  • Time block your day. Creating a routine is important if you’re working from home. I like to get up, shower, make a cup of coffee and check my emails and messages. Then I review my planner and lay out what I have to do for the day. I try to estimate how long each task will take, or dedicate the appropriate amount of time.

    Be sure to schedule breaks and lunch. By creating time blocks and focusing on one assignment at a time for a specific period of time, you’re more likely to be able to stay focused and get work done.

  • Color code. I color code with my planner. You may color code per client, by day, by task, etc. Do what works for you. I have different colors for different parts of my life – my full time job, my business, my personal life, etc. Each is a different color, so when I look at my planner each morning, I can see what needs to be done (or is scheduled) for each part of my life. It helps me easily determine if I need to move or bump things, reschedule, etc.
  • Make to-do lists. I love to-do lists. There is nothing more satisfying than being able to cross something off a list once you complete it. I’ve even been known to add something to a to-do list just so I can cross it off. Seriously, though, write a list each morning of everything you HAVE to get done that day. Then, create a separate list of things you COULD get done that day if you have time. Start at the top, and work your way down. Or, start with the easiest/quickest task and work up to the longer or more difficult ones.

    However you decide to complete the tasks, check it off when you’re done, and at the end of each day, look at all you’ve accomplished. I find that creating lists, especially when you first sit down to work, can help you focus your day and what you have to accomplish.

  • Use a content calendar. When I’m working on items for my own business, I stick to my content calendar. Each month, I write out what I will blog and post on social media about each day. Then, every morning, I review what is being posted that day, or decide what I need to write next for publishing.

    By determining at the beginning of the month what will post, I’m able to keep myself more organized, avoid repeating topics or posts too close together, and help stay on track with blog creation. Content calendars are great tools for planning your blogs, social posts, email sends and other content production.

  • Don’t be a hoarder. This one is hard for me. I keep EVERYTHING. You should see what I have to go through when I move. However, it’s important to not be a hoarder when it comes to your business or freelancing, because that’s how things get lost and overlooked.

    Obviously keep the important things, like invoices, receipts, paperwork, contracts, etc. Organize it all by client in file folders or on your computer. But when it comes to other things, like edited drafts of blog posts, to-do lists from six months ago, notes on clients or other scraps, get rid of it! Do a daily, weekly, or at least monthly purge of your paperwork and desk to ensure you’re keeping and organizing what you need, and getting rid of all of the other clutter.

  • Turn off technology, including web browsers open simply for surfing. Obviously the laptop or phone you’re using for work doesn’t count, but avoid checking your phone messages, checking social media, scrolling through your personal email, playing Candy Crush, watching Netflix, and anything else that could be a distraction. If that means putting your phone on silent, or keeping it in another room, do it!

  • Avoid multi-tasking. It’s scientifically proven that there’s no such thing as multi-tasking. I still have a hard time believing it, because I feel like I’m good at it, but that’s what they say. While you’re working through your daily to-dos, don’t jump around from one to the next, because by the end of the day you’ll have done a little bit of a lot of things, and probably not ‘completed’ anything.

    Also, trying to do other things like watch videos, talk on the phone, and even listen to music (especially if it has words) can be so distracting. If you’re set out to work, do the task at hand and avoid anything else that can be a distraction. This will make it more likely you’ll get done what you need to be done.

  • Separate clients and assignments. In the past, I’ve had up to six clients at once. That’s six clients to work with, who are sending me emails and assignments, with different deadlines, and different means of communication (email, Upwork messages, text, etc.) Let me be the first to say it’s easy for clients or assignments to slip through the cracks, or deadlines to pass without submitting work.

    I’ve found it helpful to have a different folder for each client where I save all of the work, a separate email folder that automatically funnels emails in from that client, and client assignment lists with due dates. When I’m creating my to-do list, I go through and check who has assignments due first, who needs worked on, and what needs to get done before anything else. It’s helpful to do what you can to keep all clients and assignments separate so you don’t get confused and forgetful.

  • Don’t procrastinate. I’m the first to admit I’m the queen of procrastination. In high school and college, you’d find me writing papers, studying and completing assignments the night before, or even the day of, the due date. I used to say I “worked better under pressure.” While this is true, and I think a skill I’ve perfected because of my journalism and news background, it’s not necessary or conducive to a positive work from home environment.

    Procrastination causes stress, and things can more easily slip through the cracks. Especially as a freelancer, you can’t miss deadlines. Avoid waiting until the last minute so you don’t have to worry about getting things done, or worse, forgetting assignments. 

 

What are your favorite tips for staying organized and productive while working from home? Comment below!

taking pride in your work

I’ve always been a perfectionist.

No matter what I’m working on, whether a big or small project, assignment from a client, campaign recommendation for work or something for myself, I put forth 100% effort and make sure the outcome is of the highest quality.

My parents always instilled this work ethic in me, and it’s something I’m proud of.

The pride I take in my work is one of the reasons I’m successful today with my business, career and even my personal life. I fully believe that being proud of every article I write, social media post I create, email I send to a client, or blog post I publish on my website is what helps me be successful and continue to grow my business.

Over the past year as I’ve been pursuing Callahan Communication and working with more clients, I’ve realized how important it is not just to provide high-quality, exceptional work, but to also take pride in it. It’s not enough to complete a well-written and researched article, but I must also feel proud of what I’ve accomplished and excited to show it off.

Towards the middle of last year, I think I lost my pride. I cared more about creating perfect articles, and I stopped enjoying the process of researching, writing and editing. When I sent a piece back to a client, I was more excited to cross it off my to-do list than I was to share it with others. It ultimately hurt me because I stopped enjoying the work, and therefore didn’t want to do any. I didn’t turn as much product for my clients, and I think it hurt some of the relationships I had worked so hard to build.

Whether you’re a student, full-time employed, part time consultant or a business owner, I can’t stress enough to take a few minutes to think about what you’re doing. What are you providing? What is the final outcome? Are you just turning assignments to be done with them, or are you enjoying what you’re doing? Are you happy because the article was well-written and what the client asked for, or are you excited because you’re proud of it?

I like to do the portfolio test: is this piece something I’m going to be happy to put in my portfolio? Will I be proud to link to this, or share it with prospective clients? Or will it be something I leave off of my list because you can tell there’s no passion or pride behind it?

You have to be proud of what you do, what you accomplish, and how you get there. It’s what will continue to push you to be the best, grow your business, get the promotion, add clients, and remain passionate about what you’re doing. 

Plus, when you have pride in what you provide your clients, they will be even more happy to work with you. Win, win!

 

 

reflecting on 2019

2019 was my first year as a business owner, and I’ve spent the first week of 2020 reflecting on last year and making plans for accomplishing my 2020 goals.

Owning this business has been a fascinating journey so far with so much more to come. Here are a few things I learned in my first year as a freelancer and consultant, and a few tips for others trying to do the same!

  • I filed with the state of Kentucky on January 2 to become an LLC. I worked with Incfile.com which helps verify your name, prepare and file articles for your state, give you a registered agent, provide free tax consult, and more. Honestly, other than the filing process, I didn’t use them too much. However, I absolutely recommend others to use it for the filing process – it’s definitely worth it.
  • I spent time developing a contract and invoice template, business brochure, building my website, and hiring a designer to create a logo. If you’re just getting started thinking about being a freelancer or owning a business, there are dozens of things you should do to prepare.

TIP: Don’t be overwhelmed! Do research. Read books and blogs and follow other business owners who are doing or have done the same thing you are working toward. As you read, write down a list of everything they suggest or recommend you develop or have (contracts, invoice, business cards, website, etc.) Work through your list and prioritize those that need done first, and do one thing at a time!

  • I got my first client in January! She’s a small business owner (personal trainer) who has relied on me for the past year to run her social media strategy. We’ve found great success, including significant engagement on her page and even leads and sales for her business.

TIP: DON’T RUSH. Don’t hurry to get your first client until you are completely ready. That client is taking a risk taking you on as a new business – don’t burn them! It’s tempting to run out and start pitching, but you need to remain credible through the process. Make sure you have your stuff together (or at least enough stuff) that you feel confident in being able to produce quality work, on time.

  • I spent January finding balance. Balancing my Upwork clients and business clients, my full-time job and my business, work and personal life, and developing business materials that I would need to be effective.

Embrace the fear. Let go of perfection. Allow yourself to fail. Welcome the obstacles. Give yourself over to your passion with every fiber of who you are. And wake up every day and recognize you chose to build something amazing.

  • My dad passed away the first week of February. This threw a wrench in the ability to focus and work. But I learned a valuable lesson – life happens, and no matter how much you plan or try to be prepared, something is bound to get in the way and mess it up. 

TIP: If something throws you off track, make a “Regroup and Reassess” list. Write 10 things you need to do personally or professionally in the next 7-10 days to get you back on track, and work through that list. 

  • Part of being a working professional is staying current in industry trends and continuing education. While you could take a college course, you can also find certification courses online (free or with cost) to help you learn and grow. Three certifications I worked on last year were ANA’s Content Marketing Certificate Program, Google Analytics Certification, and Hubspot’s Inbound Marketing Certification.
  • February was when I started understanding freelancer’s guilt. Being a freelancer, especially in addition to working a full-time job, takes sacrifices that sometimes I don’t want to make. But to build my portfolio and make a paycheck. those sacrifices are necessary. Apparently, though, feeling guilty is normal and common!

TIP: Read guiding the guilt for some tips on how to ditch the guilt and make the most of your freelance career. 

  • March was when I started budgeting and figuring out how much money I need to make and save to be able to freelance full time. It can be daunting to consider cost of your reoccurring monthly bills, health insurance, emergency fund, savings and other estimated costs you’d run into working on your own. It can be intimidating, and you may feel like you’ll never make it. But, once you break it down into numbers, calculate your hourly rate or number of clients you need, it doesn’t seem as daunting!

TIP: Make sure you understand all of the expenses you’ll run into as a business owner or full-time freelancer. Don’t forget about self-employed taxes, business taxes, health insurance, business costs (like supplies, business cards, website and domain costs, etc.). Do research or talk to an accountant to help you keep everything straight. 

TIP: In whatever way works for you (whether it’s an app, website, or Excel spreadsheet), make sure you track all of your incoming and outgoing dollars. Also save all receipts that are related to your business. 

  • I realized towards the end of 2019 that I wasn’t ready to jump on the full-time freelancing train. I’m a saver, and I was nervous about the budget I felt like I didn’t have. I spent time mapping out what I needed to do to make it happen within the next one, three and five years. I considered my bare minimum monthly budget, researched additional ways I can generate a passive income stream, and thought about what my backup plan would be if I did take the leap and it didn’t work out.

TIP: Just because I wasn’t ready doesn’t mean you aren’t! If you’ve done the research, calculations, budgeting, and thought fully through what your plans are and could be, don’t be afraid! But always be sure you have a backup plan, whether it’s falling back on additional savings, getting help from family, or going back to work full time. 

  • In 2019, I also signed my first paying business client. I had to generate my first statement of work and invoice to an outside client not through Upwork. Honestly, it was scary! I was so afraid I was doing something wrong, or not doing something I should be doing, or invoicing or contracting wrong. But I did it, and it gave me confidence to continue to do it!

TIP: Consult an attorney and accountant before you sign on your first client. Work with a business attorney to make sure you statement of work/contract is sufficient, and your invoice structure protects you. Talk with an accountant to make sure all of your income is taxed appropriately, and you pay taxes the way you should!

2019 was a crazy year. It was a year of growth, excitement, heartbreak, learning, frustration and joy. I can’t wait to see what 2020 brings me and Callahan Communication! Thank you for reading, and for continuing to support my business!

new year’s resolutions

Yes, I’m one of the millions of people who makes New Year’s resolutions each year.

I’m also one of the millions who usually gives up on those goals one, three or six months into the year.

I don’t go crazy with my resolutions. Like, instead of saying I want to lose 30 lbs., I instead say I want to eat healthier, get in the habit of exercising, and feel better about myself. I try to keep them general to help increase my chances of success. (I recognize that’s the opposite of what they teach you about setting goals, but in this scenario it seems to work better for me.)

A lot of people look at the new year as a fresh start.

#newyearnewme

In just a couple of days, we will be entering a new decade. And I can feel big, great things coming my way.

2019 was rough. It certainly had it’s ups, but it also had some of the lowest downs I think I’ll ever feel. And I’m determined to take everything I’ve felt and learned right into 2020 and make it one of the best years yet.

A few of my 2020 professional-bucket goals include:

  • Five consistent freelance clients throughout the year.
  • Complete fulfillment (and perhaps a promotion) at my existing job.
  • Re-focus building my business with the ability to be solely reliant by 2022.
  • Build my blog and brand, and continue providing timely, exceptional work for my clients.
  • Earn at least two certifications in a marketing field.
  • Become more educated in business ownership, finances and accounting.

I’ve already begun planning my content calendar and social media post calendars for myself and my clients, and committing to building my client list as much as I can handle. I’ve already set several personal and professional goals for myself, and written out my plan for accomplishment.

  • Submit 10 proposals per week for clients.
  • Have three consistent freelance clients by March 31.
  • Have five consistent freelance clients by June 30.
  • Commit one hour per day to my business – whether it’s for myself or a client.
  • Finish one certification by April 30.
  • Finish second certification by November 30.

I also want to commit to journaling at least one time per week, reading at least one book per month, and setting daily intentions. These are all things I have done in the past and have fallen out of habit, and I strive to re-commit to them next year.

For a few months, I fell out of love with my business and my work. But recently, I’ve fallen back. I thrive when I’m writing. I glean excitement from working with prospective and existing clients. I feel accomplished and proud when I complete an assignment. It’s a different kind of fulfillment the I get from my day-to-day job, and something I want to continue feeling for a long time. It’s also something I want to re-focus on building and creating in 2020.

2020 will be my year. It will be a year for my business and brand, my clients, and my success. What personal or professional goals are you setting in 2020? Share in the comments!

vision boards

Since I was a child, I’ve been encouraged to set goals and do what I need to do – whatever it took – to accomplish them.

Whether it was getting an “A” in a class, landing my first (or second, or third) job, being accepted to college, earning my master’s degree, studying abroad, moving to a new city, starting my business… it started with having a goal. Once I had the goal, I had to envision accomplishing it. Sometimes, that included making a plan for getting there. Other times it was simply doing what it took – staying at practice longer than everyone else, constantly reading and writing to improve my craft, setting up my Upwork profile to begin my freelancing career.

Recently I’ve been taking a long, hard look at my life and what my next goals are. I’ve accomplished a lot in my 27 years so far, and this year has been a whirlwind both physically and emotionally. As I check things off my bucket list, such as formalizing my consulting business, I’ve realized it’s time to set my next one, five and even 10 year goals, in addition to focusing on the next 3-6 months.

Most of the time, I make a list of my goals. This week, I tried something different.

Have you ever heard of vision boarding? It’s when you cut or print photos of what you want in your life, or how you want your life to be, and pin it on a board where you can look at it every day. I had a vision board once – house, car, engagement ring, family, beach condo, a book with my byline. I still have many of those goals. They say visualizing your goals is a great way to accomplish them. But after reading the book You Are a Writer (so start ACTING like one) by Jeff Goins, I had another plan.

His words encouraged me to start writing again for the sake of writing, because I love it, with no rules or purpose. As I sat at my desk and thought about it, I was encouraged with an idea – to develop a vision board, but with words.

A vision immediately flooded my mind. Waking up (no alarm) next to my boyfriend, our dog at my feet. Tip-toeing out of bed, puttering across our kitchen and living room, to the back patio sliding door. Opening it. A gush of salty sea air hitting my face. Journaling and meditation on the porch with a cup of coffee, sun in my face. Gathering my things and walking down to the beach. Setting up my spot, and opening my laptop to check emails and log time for my clients. The vision is my family five years from now, living in our little beach house in the Carolinas, freelancing full time and living the life I’ve always dreamed.

As I wrote, 3,000 words poured from my fingertips. I felt myself being embodied by my vision. I embraced my thoughts and the feeling of pure joy and excitement to be living the life I’ve imagined. It made me excited and to be honest, I got a slight thrill. Butterflies in the pit of my stomach. It was exhilarating to envision my life the way I want it to be, and write about it as it is truth. I imagined a future journal entry celebrating how far I’ve come accomplishing my goals and it felt amazing.

I’ve decided I’m going to make this at least weekly personal development time. Taking time to focus on building and envisioning my goals will help me prepare for them better and accomplish them faster.

REFLECTION: How do you keep track of your goals? What do you to do work toward accomplishing them? What goals are you working toward now? Leave your story in the comments!