If you have been hanging around here for any amount of time, then you might have figured out how much I love Trello to organize #allthethings! Well, when it comes to planning for the year ahead, of course, I turn to Trello to organize all the goals & plans I have for the year. I wanted to share with you a few of the ways that I use Trello to organize my year and how I break that down.
This year I allowed myself to get very messy in reflecting and planning for my year ahead. That process resulted in this pile of papers (picture #2 which wasn’t even the full pile).
Since I didn’t follow a set process and wasn’t too neat about it, I wanted to have a big overview of all that work. So I created a 2018 braindump board, and it helped me to organize and further expand on all those notes.
Editorial Calendar Board
I created a fresh board to house my 2018 editorial calendar for the year. This includes post ideas, guest post opportunities for 2018, and is all ready for fresh post creation.
I also reviewed my blog post template card to make sure it was up-to-date. And reset my labels and categories to reflect my content focus for 2018. I also moved over my most popular opt-ins and ones I will be utilizing still in 2018, that way they are right on the board as I create posts.
Social Media Engagement Schedule Board
Of course, just like my content calendar, my social media schedule needed a freshening up. I created a fresh board. I did copy over some cards from my prior board but also cleaned up and reset my schedule to reflect my social media focus for 2018. Checklists were reviewed and updated as needed.
This Quarter Board
This board is a new addition to my Trello workflow. How to manage my daily, weekly, monthly workflow in Trello has been a fairly consistent experiment since I started using Trello. I could never get it quite right.
Prior to developing this board, I had a 90-Day Planning Board and then a Weekly Planning Board and move tasks between the two. So I’ve finally developed a one-in-all board, which I’m tickled pink over.
I stress to you, however, that the way you manage your day to day operations/schedule using Trello should be what works best for YOU. For me I work best with a big overview and then details, I like seeing how it all fits together, for other people it’s easier if things are compartmentalized because they are overwhelmed when it’s all in front of them. There is no right way.
While it’s named “This Quarter,” I do have cards for all quarters listed so that I can easily add notes or future to-do’s to those cards as I move through the quarter. The quarters are then broken down into months, and then weeks.
All my daily planning is done in my paper planner My Get To WorkBook. I could easily add a “this week” list to this board, with the days of the week and move tasks to that list as needed OR have a week board that has Monday-Friday listed as individual lists to manage my day-to-day.
BHG Docs Board
This board is my central operations board, where I house links and files that are part of my overall operations. This board just got a once over to add any updates needed.
This board is also where I store my “master” process cards, so anytime I have a template card I use on a board it is stored here. For example, my blog post template card the master is stored on the docs board so that it’s out of the way and I have one original to update and then move over as needed. In business, you should always be updating and improving your processes, and this board is my central hub for documenting all of that.
Metrics are also stored on this board, so as I work towards my yearly goals in terms of income and growth will be documented here as well as in my Your Best Year workbook.
And this is how I utilize Trello to organize my business for the new year! Of course, I also have personal boards, that I use to organize my personal goals as well like hikes, food, and travel I want to try in 2018. Yes, I really use Trello to organize all the things!
If you are ready to up your Trello game, join me for Trello Workflows & Automations, where I dive into automations and workflows for Trello utilizing Butler, Power-ups, Chrome extensions, and Zapier recommendations. I’ll walk you through how I manage and automate my CRM, editorial calendar and 90-day plan using Trello. I will also introduce you to using Trello with teams, with tips and tricks to master your members. My most updated boards templates are also included.
If you want to get started using Trello to organize your business grab my Free Trello 101 course.