Systems and Processes

Essential Tips for Leading & Managing a Remote Team in this Strange World!

Tips for Managing a Remote Team

Managing a team in the traditional brick and mortar, everyone sits together kind of setting is one thing. Doing so when everyone is working from home (wherever home is!) in the middle of a global pandemic really is a different beast altogether. Without the right style of leadership, things like team engagement and productivity can very easily slide… inevitably taking performance down with it. Here are a few things I learned leading a remote team over the last 9 months. It took some getting used to, but I’d …

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Efficiency is the Key to a Stress-Free Business

Stress Free Business

Your company is running smoothly enough, but you know things could be better. Sometimes, a project gets hung up a few days too long, or meetings that once felt productive and useful now seem to drag on for much too long. It can feel like wheels spinning in the mud, and it’s hard to get that traction back. To fix these issues, it helps to focus on improving the efficiency of your business. Here are a few tips. Document Everything What would happen if your project manager or …

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How to Build An “A” Team

Build Your Business Team

You really can’t do it all alone. No small business becomes a big business with a single person at the wheel. It takes a team of experts to scale your efforts. The problem is, building that team brings its own stress. How can you know who to trust? Where will you find the time to train? What if you can’t afford to outsource? These and other questions are what prevent entrepreneurs just like you from turning a good business idea into a 6- or even 7-figure empire. Here’s …

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Roles & Tasks: How Many Hats Are You Wearing?

Business roles

It’s inevitable. As a small business owner, you will wear many hats… often switching between various roles & tasks several times a day. Marketing manager Project manager Bookkeeper Content developer Coach Technical support staff Administration extraordinaire While this type of juggling is to be expected, you have to be aware that not all of your hats are created equal. Marketing outweighs bookkeeping, for example, because without marketing, there will be no cash to manage. Not only that, but you have to consider how much time you’re spending in …

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Automated Systems to Scale A Business

Automated Systems for Scaling Your Business

There comes a point in every entrepreneurial adventure when you realise you really cannot do it all yourself without something giving way. Granted, when you’re just starting out, you really are the “chief, cook and bottle washer” but as your business starts to grow and your client needs evolve in complexity, it will inevitably become painfully obvious that trying to do everything is only going to lead to: Frustration (when critical tasks don’t get done and deadlines are missed) Burn out (when you’re working crazy hours and can’t …

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Records Management Tips for Small Businesses

Document Management Tips

For many businesses, the focus of records management is on the organisation and storage of documents. They want to be able to securely store their business documents in a way that enables quick and easy access. At this level, the goal is business efficiency. Record keeping systems can range from paper-based systems (think: cute-coloured manila folders) to slightly more complex computer (Windows Explorer) or cloud-based ones (Dropbox, Google Drive or perhaps even Evernote). Ultimately, the type, size, and complexity of your business is what determines the best record …

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How To: Want Your Trello Card Back? No Probs! Here’s How You Retrieve an Archived Card

Trello-Retrieval

Q: I’ve accidentally archived a card (not sure how?!) and need it back. Where do I go to find it and how do I restore it to its rightful place on my board?

It is so easy to archive a Trello card. All you have to do is hit the “C” key when you’re in the card and it’s done. But don’t freak out if you hit that “C” key without meaning to. This post will explain how to find that card and put it back where it belongs in 5 small steps.

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How To: Declutter by Archiving Trello Cards That Are Done and Dusted

Trello

Q: My Trello space is a right mess. How do I archive stuff that’s no longer relevant or that’s been closed off?

When you’ve been freelancing … running a business … managing multiple clients and projects as long as I have, it becomes so easy to accumulate Trello boards like it’s going out of style and so you really want to make a habit of giving your Trello environment a good spring clean every so often.

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How To: Use Trello Filters to Manage Your Tasks and Workflow

Trello-Filters

Q: I want a view of all cards on a board that are assigned to a team member and overdue. Is there an easy way to do this?

Yes! There most definitely is a way to use Trello filters to manage your tasks and workflow. Before we dive in, make sure you have your Trello notifications turned on so you don’t miss a thing!

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How To : Setup Your Trello Notifications so You Don’t Miss Out

Trello

Q: I don’t want to miss any updates made to a Trello card. How do I ensure that I get updates even when I’m not tagged?

If you want to receive updates whenever team members make changes to specific cards, you want to use the “watch” function. When you watch a card, you are notified each time there’s a new comment on the card or when someone moves or archives it. You’ll also receive notifications about card due dates and such – regardless of whether you’re tagged or not. 

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How To : Create Trello Cards Straight from Your Inbox

Trello

Q: Is there an easier way to transfer information from an email to a Trello card?

A: Absolutely! So this function has been super useful in instances where my clients just aren’t wired to use a tool like Trello and prefer the old school way of communicating tasks in an email (which is totally OK, by the way).

You can create Trello cards simply by forwarding your email to your designated board. If you’re interested in learning more about Trello boards, I also have a blog that covers the three types of boards every business needs to have.

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How To : Duplicate Trello Boards so You’re Not Starting from Scratch Every Time

Trello

Q: I am onboarding three new clients and all of them are tapping into the same service. Is there an easy way to duplicate a board and set up a task management space for each client that way? 

A: First off, I LOVE this question because why in the world would you recreate a board from scratch, if you don’t need to?! In addition, if you’re presented with an opportunity to ditch the stress and simplify, standardise or automate a business process, why wouldn’t you?!

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