Building Routines for Success: Part 3

weekcldr


Not all freelancers put in a Monday to Friday workweek, some prefer to do a little work everyday and some only work 3 or 4 days a week - that’s why freelancing is great: we have the freedom to choose our own schedules. Regardless of your work style, having a weekly routine can help you stay on top of all the projects you are working on, and help you remember to do all the little things you need to do to keep your business running smoothly, such as maintaining its online presence. In parts one and two of our Building Routines for Success series, we looked at how taking the time to review the health of your business yearly and monthly can help you maintain perspective on financial matters and client relationships, as well as prevent small problems from turning into big problems. Now it’s time to build a weekly routine to help your schedule stay organized and keep your business running smoothly. Remember: clients hate when work is late so it is of utmost importance to be organized and stay on track!

Monday/The beginning of the week: Time to review this week’s schedule

Ask yourself:

  • did I leave anything unfinished last week, that I had planned to finish? How will I fit that work into this week’s schedule?
  • do I have any correspondence to follow up on from last week?
  • will I need any extra time for a project?
  • is a project going faster than planned? How can I use the extra time?
  • what tasks do I need to do this week to do to maintain my business’s online presence?
  • do I need to contact a client before proceeding with a project?
  • did I receive any feedback last week that will affect this week’s tasks/schedule?

Review and Revise your Calendar:

  • check your task list for the week and incorporate any changes based on how you answered the questions in the “ask yourself” section
  • organize week’s schedule - any days off? Appointments? (reminding yourself of upcoming events on a weekly basis will help you to figure out when you need to do some extra work and stay on schedule so you don’t fall behind if a forgotten appointment pops-up)
  • review deadlines for this week
  • review invoices to be sent and payments expected
  • prioritize tasks
  • set reminders for any invoices and emails that need to be sent this week

Handle this week’s Financial matters:

  • follow-up on any payments due last week that weren’t received
  • pay any bills due this week
  • prepare invoices that need to be sent
  • review any purchases that you plan to make this week to be sure they fit your budget

Wednesday/Midweek: Time for a quick check-in

Ask yourself:

  • am I on track for the week? Do I need to do some extra work today or tomorrow to finish all my tasks on time?
  • did anything unexpected pop-up so far this week that I need to deal with?
  • do I need to communicate with any clients or team members about anything before I can finish this week’s tasks?

Revise your Calendar if necessary:

  • add any new tasks
  • check off anything that has been completed
  • revise timelines if necessary

Review this week’s payments:

  • check for any missing payments or invoices and deal with them

Friday/The end of the week: Time for a look back

Ask yourself:

  • did I meet all deadlines this week? If not- why not? How can I fix the problem?
  • were there any communication issues that came up this week? Did I reply to client’s emails in a timely manner? Do I need any information from clients or remote team members before I can proceed with something? Am I waiting to hear about anything? Do I need to follow-up on anything with anyone?
  • is there any work that I had planned on finishing this week that I did not? Should I finish it over the weekend? Can it wait until Monday?
  • how much time did I spend promoting my business this week? Did I update my business’s blog/social media?
  • did I receive any feedback from a client this week that I need to incorporate into next week’s tasks?

Review your Calendar:

  • adjust next week’s schedule according to how much time ongoing tasks are taking and any relevant feedback from clients
  • see whether or not you need to do any work on the weekend to catch-up on anything
  • decide how to wisely spend any extra time next week that has come up in your schedule
  • review next week’s deadlines to make sure that you have enough work-time available to meet them - if not, you'd better get some work done over the weekend!

Financial Check-in:

  • be sure that any necessary invoices were sent
  • check that you received the expected payments
  • incorporate any unexpected expenses that popped-up this week into next week’s budget
  • double-check that any bills that were due this week were paid

Taking a little time to check-in on your schedule and financial matters Monday morning, Wednesday and Friday evening will help you never miss a deadline and ensure that your business is thriving. Being a solopreneur can become overwhelming when you have several different projects on the go for a variety of clients, plus you have to monitor your expenses and promote your business - there is so much to do! Checking-in on a regular basis will help you stay in control of your business matters and project deadlines, as well as ease the stress that comes along with having so many things on the go at once. Now that you have yearly, monthly and weekly routines to help you succeed, don’t forget to check out our final post on Building Routines for Success here on the SageGroupy blog to find out what you can do on a daily basis to keep your business running smoothly.


Author: S.Suzuyama

Posted in Freelancing Tips, Business Tips on Aug 20, 2018

Follow Sagegroupy

    Recent Posts

  • Hiring Freelancers is Good for Business

    Posted in Business Tips on Jan 18, 2019

    With 59% of U.S. companies currently making use of remote workers and freelancers, you may have wondered if making use of freelancers would be good for your business. Here at Sagegroupy we think that freelancers are valuable assets and can be good for any business, here are the reasons why.

  • The Good, the Bad, and the Ugly of Freelancing

    Posted in Freelancing For Beginners on Jan 11, 2019

    If you’ve been thinking of making the transition from the traditional work world into the world of freelancing in 2019, take a look at the good, the bad, and the ugly of freelancing to see if it is right for you.

  • Start Your Year by Checking on your Business’s Health

    Posted in Freelancing Tips, Business Tips on Jan 04, 2019

    By spending a little time reviewing the overall health of your business you can assess whether or not your business is thriving or barely surviving. Here are a few things to think about at the beginning of the year.

  • Wrap-up your Year as a Freelancer

    Posted in Freelancing Tips, Business Tips on Dec 24, 2018

    The end-of-the-year is a good time to celebrate your success and learn from your failures. Here is a list of things to ask yourself and check-on to make sure your business is thriving as you wrap-up this year and prepare for the new year ahead.

  • A Freelancer’s Wishlist

    Posted in Freelancing For Beginners, Freelancing Tips on Dec 17, 2018

    It is a freelancer’s job to be client oriented, but once in a while we should remind ourselves of what we want so that we can remember why we love freelancing. We’ve rounded-up 15 items that you might find on a freelancer’s wishlist.

  • Should a Freelancer Ever Work for Free?

    Posted in Freelancing Tips on Dec 10, 2018

    Should freelancers ever work for free? Here at Sagegroupy, the freelancer's friend, we would answer that questions with a firm no! Freelancers should be valued and paid what they're worth. However, there are times when a freelancer may choose to do work that doesn't come with a financial reward. Find out when it makes sense to work for free.

  • Sending Holiday Greetings to Clients

    Posted in Freelancing Tips, Business Tips on Dec 03, 2018

    The holiday season is now upon us and you might be thinking of sending out some season’s greetings to clients and potential clients. They can be a great way to foster relationships with current clients, attract new clients, remind previous clients of your existence and show your gratitude to those who regularly support your business. We’ve made a list of a few Dos and Don’ts to keep in mind when sending holiday greetings:

  • How to become a Freelance Translator

    Posted in Freelancing For Beginners on Nov 26, 2018

    If you love working with languages and have the qualities of a solopreneur, then freelance translation might be the right career for you. Here is some information and a few helpful tips to get you on your way to becoming a freelance translator.

  • Use Instagram Stories to Promote your Freelance Business

    Posted in Freelancing Tips, Business Tips on Nov 19, 2018

    Instagram stories have become an essential part of marketing on Instagram and they are a fantastic way for your followers and potential clients to get to know you. If you are a freelancer working in the creative industry, you don’t want to miss out on this fun and effective marketing method. Take a look at how to use Instagram stories to boost your business profile.

  • Navigating the Holiday Season as a Freelancer

    Posted in Freelancing Tips on Nov 12, 2018

    Whether they plan to take time off or continue to work hard, freelancers have to make decisions about their business and navigate the holiday season on their own. What can freelancers do to prepare for the holiday season? Whether you’re planning to take some time off or use the holidays to make some money, here are some tips to help you get through this crazy time of year.


Tags


Comments

Please sign in to comment!