How to Create a Strategic Project Plan for Business | Plan Like an Entrepreneur

How to Create a Strategic Project Plan for Business | Plan Like an Entrepreneur

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Last week i showed you how i create the plan for  a new month to make sure that i'm moving my goals   forward but i kind of just breezed by two  key elements that go into making that plan   so first is my goal setting process and the  second one is my project planning process   i'm actually going to go in depth in my project  planning process and actually walk you through a   project plan in this video but first let me  catch you up on how i actually set my goals   and turn them into objectives sound good let's get  started hello my charmed ones and welcome back to   my channel for another video and if this is your  first time with me i would like to say welcome   my name is alexis but i'm also known as  miss trenchcoat all across the internet   i'm an online entrepreneur who designs digital  productivity tools to help overwhelmed women   manage their time energy and expectations so they  can get all their big thoughts plans dreams and   ideas out of their head and onto paper so they can  get down to business creating their dream life and   today's video is going to be about a big part of  that the objective setting and project planning so   that you can actually move forward on your goals  break down your big goals into little manageable   tasks and really see and track the impact of your  work on your life so as i mentioned before in the   intro at the start of the year i have an in-depth  process that i work through to set my goals   for the year and to break those goals down into  specific smaller objectives during this process   i choose up to three objectives to assign to  each month of the year and i lay them out as   a reference so before the year begins i actually  have a skeleton overview of what i'm focused on   for any given month in the monthly planning video  that i just posted last week you saw me pull my   objectives from the inserts that they're mapped  out on and transfer those to my monthly calendar   spread so that is really the first part of my  yearly planning process the actual goal setting   and turning those goals into objectives so if  you want to learn how to replicate my process   for goal setting it is pretty comprehensive so i'm  not going to be able to cover it in today's video   but i do have it broken out in detail in the you  got this workbook and also in the new year's goal   setting and planning master class that's inside  of the productivity and planning mastermind   membership so i'll leave you links down in the  description for where you can get those if you're   interested in learning how i set my goals for the  year so once i know what the specific objectives   are that i'm working on for the month right which  again they've already been laid out ahead of time   at the start of the year when i'm walking into  a new month in order to kind of break out those   objectives into tasks that go into my monthly  master task list into my monthly plan i need to   do a little bit of project planning now let me be  honest with you for some of my objectives it is   necessary for me to break down that objective into  small action steps on a project plan but i don't   make a project plan for every single objective  anymore i used to do that but i found that it   was actually overkill for some of the objectives  and types of projects that i do repeatedly year or   after year specifically things in my business  that i kind of know how to do by heart or i   have simplified the process so it really is  only a handful of steps maybe like three steps   which feels like overkill for a project plan right  so let me go ahead and show you inside my planner   and give you a really good example of this okay  so for my example let me walk you through the   objectives for january as you can see for january  i had three objectives laid out that i did   complete all three of them but i did not end up  needing to create a project plan for any of these   now the first one as you can see here is vision  board party so this actually isn't the best   example because my vision board party or my  master class my monthly master class and my   membership is always held the first saturday of  the new month and in january that was the second   so actually this being on my top three just  indicated that i had to host it like and make sure   everything was ready for it but i had actually  completed all of the work for it in december   moving on i also had to update my welcome sequence  this is a really good example of a task where it's   something that i've done so often and it really  only has a few steps that i don't necessarily   feel the need to break it out into like tons  of little pieces so with this objective all i   really needed to do was read over and rewrite  three emails that's my my welcome sequence now   if i wanted to be like anal and break that project  into many more pieces i guess i could have right   i think we can break anything into my new task to  track but but for me that strategy isn't necessary   i will say between you and i i see a lot of people  in the planning community oftentimes influencers   i mean showing how they break down goals into  smaller tasks and often i think it's overkill   just to have more things to check off their  to-do lists if having more tasks listed to   track inspires and motivates you to actually get  work done by all means go ahead and do that or if   you're just someone who doesn't know how to reach  an objective by heart and needs the steps broken   down for reference and tracking please don't skip  out on making project plans because they can be an   excellent tool for accountability i just  know for me that if i over complicate a   project with too many tasks it overwhelms  me and i might fear starting it so instead   just thinking that i have like two or three  things to do for an objective actually gets me   started and if i have a few extra tasks that pop  up while i'm working on an objective that's fine   because i have the momentum built up of starting  but that's me so clearly i'm a productive person   who knows how to manage my time and accomplish  many objectives and goals in a year so do not   hold yourself to my standards if you aren't at  that level of confidence and self-accountability   in your work yet you will get there if you follow  my methods and planning philosophy just trust the   process and just to round out the january examples  the final objective here that was on my top three   was for a promotional bundle sale in my shop that  didn't need a project plan i map promotions onto a   campaign builder insert from the ceo strategy  planner and that's how i track like the post   that i'm going to share with the promotion  so it's not like a lot of like tasks to do   it's more of like when i'm gonna be posting what  that's all so again instead of these priorities   these objectives being put on project plans  i just listed the tasks out in my monthler   on my monthly master task list for january and  that was it right and i'm just sharing this with   you to illustrate that sometimes project plans are  necessary and sometimes they're not i wouldn't get   overly worked up about creating project plans for  everything that you do i certainly don't do that   okay so now that you see that i don't project  plan every objective let's talk about how i do   project plan for the objectives that do need it  so i actually have two styles of project planning   inserts that i use one is my standard project  planning worksheets that come bundled with   the master planner or you can get the bundle a la  carte in my shop the other insert is my strategic   project planning insert from the ceo strategy  planner so today i'm actually going to be showing   you how i use this strategic insert as i map out  an objective that actually belongs to the month   of june so why are we going to be project planning  an objective for june so early because i actually   need to start talking about this objective now to  make sure that everything does go smoothly in june   so the objective that we are going to work on  today and you can see here on this page this   first page of this strategic business plan it's  kind of like an area for you to actually map out   the objective and brainstorm ideas for tasks  so then you can then go ahead and order those   tasks on your project plan sheet so the objective  that we are actually going to be creating this   plan for is for a planner design course  i've been asked to do a class like this   for years now and i'm finally doing it so this  class is actually going to be launching in june   and if you want to get more information  about the class i'll go ahead and leave   a link where you can get on my email list and  be the first to learn about when it's available   but for now let's go ahead and map out this  objective onto the insert oh hey editing alexis   here um i just wanted to add in at this point  in the video that this objective that we are   mapping out right now to create a planner insert  design course is an objective that i laid out   in the beginning of the year when i was planning  my goals i think i've made that pretty clear   but the goal that this belongs to is the goal  for me to make a certain amount of income in   my business so that was one of my goals for the  year that i laid out at the start of the year   one of the solutions to that or objectives that i  decided to you know go for this year was to create   this class um or course and it was scheduled  into my objectives for you know the month of june   and now we are planning it out and mapping out the  project plan so i just wanted to kind of give you   guys that little piece so that you understand that  like that's how the goal setting plays into the   objective setting how that plays into the project  planning and then the project plans that we create   today will eventually be going into the tasks  they're going to be going into my monthly calendar   for june once we get there make sense okay back  to the video so like i said put the title of   the objective here my objective is to you know put  together a planner insert design class now on this   bottom part of the worksheet i want to kind of  create a workflow so what are the no i have here   you can see three columns that say prerequisite  known steps and follow-up so basically the way   i do this is i kind of brain dump the known steps  that i can think of so when you're breaking down   any objective into the small tasks even if you've  never done the thing before i bet you can think of   some things that you might need to do in order to  make it happen so for me right now my known steps   well first of all i know i need to do a landing  page now i need to create a landing page for info   sign ups like a wait list okay that's what  i'll call it a wait list and forgive me if   this project plan doesn't go super smoothly it  is a little bit hard and i am trying to plan like   in real time with you guys it's a little bit hard  to like process your thoughts and create the plan   but i wanted to kind of show you a little bit  more authentically how i do something like this   okay so the wait list landing page for you guys  to get info on it that's the first known step   is there anything i need to  do necessarily before that i probably could do a graphic if i  wanted to right just like a graphic   that goes on that page right okay so  anything that would come after that um i could set up like an auto email sequence and  i'm going to write that down here i don't think   i'm gonna do that though okay so i don't really  think i want to do that but i could do something   where when you guys sign up on the landing page  wait list you get an email that says thank you for   joining the list i'll send you more information  like maybe i'll do that like maybe i will   um put do like a follow-up i have to think  about it this isn't something that sounds like   a priority for me though but actually i'm kind of  getting ahead of myself i really shouldn't be like   analyzing what i'm doing right now  i should just be brain dumping so   okay so we got the landing page perhaps to a  graphic perhaps do a follow-up auto email sequence   that's fine um the next thing when it comes to  the class is i have to like actually brain dump my ideas okay for what i want to include in  that class and then i need to create like an   outline there probably isn't something that needs  to happen before that truthfully um i just need   to start like listing out what i want to include  in the class and then create the outline for it   okay so once i've got like the brain dump  and an outline um i can create the lessons right so i don't know how  many modules i'm going to have but i'm going to need to write them  out first right like i need to have   a schematic of what i'm going to be teaching  in the class and generally when i do classes   i will write out like a full lesson first for a  module and then after that i can film the modules because this is definitely going  to be obviously a video course um once the modules are created the next  anything before that creating the lessons   no just the outline the outline comes before it  okay so i could put outline here all right i need   to have an outline it's a little bit overkill  i can kind of understand the flow of this   um once the modules are filmed again filming  the modules is something that i will do after   they were are laid out um and once they're  filmed i'll probably create the handout okay which is important and inserts i'm  just gonna put that in one step right now and then oh you know what film modules and edit   obviously get them edited then i need to build  a website out for it okay so i need to build the site page for the course very important before i can  do that i need to decide where it's going on my site like which of my sites i have a couple  of different like sub domain websites where i   keep my classes um so i have to decide where i  want to put it but once i know where it's going   i can actually build the page for the  course um obviously then load the videos next thing then would be like load the resources  etc etc i'm also going to need a shop listing   see having done this so often you know  with classes and stuff i kind of know the   flow of what needs to happen so i need  a shop listing and i need a sales page which means i'm also going to need graphics and once i have that all done i'll  need to build a marketing campaign and like i said my marketing campaigns it's a   different insert that i actually  use let me say i can pull one up i'm sure you guys have seen these before   yeah here we go this is my campaign builder insert  so what i'll do when i get to this that part   of the process is i will go ahead and create a  campaign but i hate doing these too far in advance   i will wait until everything is ready to go for  the launch um so then building the marketing   campaign and then after that you know that's going  to be like build the marketing campaign execute   on that that's kind of its own little thing and  then i might want to do some sort of evergreen email sequence right okay so that is everything  right now that i can think of that i would do for   this design class now does this mean that it's  everything that i'm gonna do for it um possibly   not possibly not but this is like probably going  to get me most of the way with my project plan   so the next thing i'm going to do is actually go  ahead and fill out the project plan now that we've   like brain dumped all those ideas so the project  plan is just about reordering things into a more   strategic process and what i like about this  project plan that's different than my other   project planning inserts this is really more for  like business objectives is that it has areas for   phases and the like final due dates that you want  things to be done by so you know i think a general   project plan doesn't always need that information  obviously you could add that information in at any   point in the other project planning inserts  but these ones are for more strategic like   do this than that than this next etc etc so  i will go ahead and i will fill this out and   i'll probably just speed it up because you guys  kind of already know everything about this plan   okay so now i have the project plan mapped out for  this objective so um you can see here that i was   actually able to break this project into four  phases so the first phase is the pre-planning   phase that i'm actually going to start now right  because like i said i told you guys i'd give   you guys a wait list like landing page for more  information so i need to put that together before   this video goes live so technically the start date  for this project is now right so uh february then   i'm also going to actually start doing my  brain dump and the outline for the um the class   now right so i am going to go ahead and create  an actual apple notes note on my computer and i   will just start brain dumping the lessons that i  would like to teach people and i will do that for   the next couple of months as we approach june so  that hopefully walking into june i can actually   have um the outline actually created even before  you know i'm getting to the you know writing and   creating it next phase is the lesson plan this  is where i'm going to basically write the modules   film them edit upload the videos create any  handouts or inserts that go along with it   it's hard to say specifically what i'm going to be  doing for those sorts of things now and i don't i   have any idea right now how many modules there  will be so this is just like a general overview   of the steps that i need to do for the lesson plan  like i kind of hope i you know explained earlier   in this video you know i could break anything down  into tiny little minute tasks and sometimes that's   necessary and sometimes it's not necessary  in this situation for me it's not necessary   i have tons of experience of building classes and  courses out this is not a new process to me so i   know that this is enough information for  me to get started and get the work done   next phase is to actually build the course website  this is where i'm going to choose the subdomain   build the course pages out i don't know right  now again if it's going to be one page multiple   pages we'll see what ends up happening upload  the videos to the site upload the resources to   the site as well and then sales and marketing  i need to create those marketing graphics   i need to create the sales page decide pricing and  what the promotion is going to be for the launch   i need to create the shop listing do the  marketing campaign and then of course the   evergreen campaign after the live launch is done  because this is likely something that i'm going   to just make you know the replay available i'll  do it you know semi live once and perhaps do an   evergreen campaign after that doesn't mean i'll  never you know do another live launch again but   that's generally how i start you know  all of my courses out that are new   so um other than that only thing of  interest really is i did not put due dates   in here other than for these first two items  because we're really not close enough to have uh landing page information for you guys  everything else i have to see when it gets closer   to june what my schedule looks like what's going  on in my life choose the actual day for the launch   etc etc so um that is how i break an objective  into a project plan and i hope that this has   been helpful for you guys again if you want any  of these inserts we still have that code feb 2021   running for 20 off all of the planning tools in my  shop which includes all of my inserts so i will of   course leave information about that down below and  all of these inserts so that you guys can you know   start planning and get really strategic with your  objectives so that you get your goals complete   for the year as well so that is my process for  project planning and a little bit more of the how   i get from specific goals and objectives to the  actual tasks that i will take during the course of   a month to move a goal forward i hope this video  has been helpful for you and given you some ideas   for strategies that you can implement with your  planning in order to move your goals forward as   well of course i just want to remind you that i  still have processes that i take for weekly and   daily planning that are separate from the idea of  goal setting and project planning and my monthly   planning process there's still processes that  i take on a weekly and daily basis to actually   take all of those plans that i've mapped out for  a month and actually schedule them into my weeks   now i may do a video on those in the future but  i just wanted to make sure that you were clear   that there are separate processes that i take for  every step in the process i would love to hear in   the comments one takeaway from this video that  you are going to start implementing one change   one tip i may be provided that you really felt was  impactful let me know one thing you are going to   do now that you've watched this video to make  better plans for your life and in your planner   if you enjoyed today's video please make  sure to give it a thumbs up and feel free   to share it with anyone you think would find it  helpful for more of the behind the scenes of my   productivity life and business make sure  you're following me on instagram at miss   trenchcoat and if you are not yet subscribed  to my channel what are you waiting for   hit that subscribe button for more  awesome videos by me and until next time bye-bye you

2021-02-17 07:08

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