Building Routines for Success: Part 3


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

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