Do you often feel overwhelmed by back-to-back meetings and never-ending tasks? In this episode, I share my tried-and-true weekly planning ritual that has helped me and countless nonprofit leaders stay on top of our work while keeping our long-term goals in sight. As we approach the end of the first half of the year, it's time to reflect and recalibrate. Let's dive into a process that ensures you’re not just getting things done but moving towards your mission with intention and clarity.

What You'll Learn:

• How to strategically align your daily tasks with long-term goals
• The power of automation in saving time and reducing manual work
• Effective delegation techniques to optimize your time

Key Takeaways:

1. Calendar Pruning: Eliminate tasks that don’t align with your goals to make room for what truly matters.
2. Automation: Utilize tools like Punk Post, Handwrytten, and Zapier to automate repetitive tasks.
3. Delegation: Recognize the value of your time by delegating tasks that others can handle.
4. Shorter Meetings: Implement the POP (Purpose, Outcomes, Process) framework to make meetings more efficient.
5. Self-Care: Ensure your schedule includes time for activities that recharge and energize you.

Step-by-Step Process:

1. Remove Unnecessary Tasks: Look ahead and remove tasks that don’t align with your goals.
2. Automate Where Possible: Set up systems to handle repetitive tasks automatically.
3. Delegate Effectively: Identify tasks that can be delegated to free up your time.
4. Shorten Meetings: Use the POP framework to streamline meetings.
5. Include Self-Care: Schedule time for activities that rejuvenate you.
6. Check for Missing Elements: Review your calendar for gaps or missed opportunities.

Resources Mentioned:

• Punk Post: Service for sending personalized handwritten cards.
• Handwrytten: Platform for automating handwritten notes.
• Zapier: Tool for automating workflows between different apps.
• Automation Agency by Rachel BearBower: Service to help set up automated systems.
• ChatGPT Blog Article: Tips and ideas for integrating ChatGPT into your workflow.
• ChatGPT Workspace: Pre-set prompts and training videos for using ChatGPT.

Want to work together?

Apply for the Next Level Nonprofit Mastermind, a high-touch coaching and training accelerator for established organizations with $1M+ budgets that are ready to design for impact sustained at scale.

Budget under $1M? Join Elevate and get proven step-by-step playbooks + coaching support to build each of the core elements of your nonprofit's operating system - strategic clarity, a fundraising engine, a high-performance team, and an active and engaged board!

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