Process for deciding what to work on:  

• Identifying priorities
• Business Critical
• Cashflow
• Business Development 
• Project Management
• Identifying quick wins
• Whats going to take the least time, but make the biggest impact?
• What or who is dependant on me for some of these tasks?
• What is non-essential, that would be good if it DOES happen, but isn’t vital. 

Before I get on to weekly planning… Handling email / client communications: 

• Do / Delegate / Delete
• Only checking emails twice a day
• Using a better email platform
• Using a channel other than email for internal communications (Slack)

Weekly Planning Process:  

1. I don’t calendar block
2. I DO have 2 ClickUp boards
3. Workflow Board
4. Weekly Planner

Workflow Board:  

• All projects / leads including finances
• Business Dev Opportunities
• Quotes
• Project Confirmed
• In Progress
• With Client 
• Complete
• Retained
• On Hold

Weekly Planner: 

• Priorities
• Monday-Friday
• Complete
• With Someone Else

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