Planning a Successful Project: Five Great Tips

successful project project planning project support successful projects admin projects project support project tips

Planning a successful project involves managing a number of moving parts, ensuring that everything fits together to create a beautifully engineered whole which runs smoothly along to a well-managed conclusion.  These five tips will help you to ensure your next project does exactly that.

Have a breakdown

No, not a nervous breakdown.  A breakdown of the project.  Break the whole thing into component parts.  This will allow you to work out timings for each discrete section as well as identifying which parts are dependent on each other.  You can then start to look at the order in which you will tackle the elements of the project as well as who will be responsible for each area and which tasks are dependent on each other.

Knowing which parts are dependent on each other is critical to designing an effective and successful project plan which delivers maximum productivity with minimum delay.

Plan for Failures

By which I don’t mean plan to fail, but rather examine your project for weak points, problem areas and dependencies that might trip you up.  If you have examined the areas where you think there could be a problem and have contingency plans available to mitigate the risk of failures in these areas, you will feel more in control of your project.

Order, Order

Task sequencing and expected task duration are key to a well-run, successful project plan.  There is absolutely no point engaging the kitchen fitter for Tuesday 10th if the electrician isn’t due to finish the rewiring of the room until Thursday 12th and the plumber won’t finish the pipework until Friday 13th.

By constantly monitoring the project, and the order in which you need or want tasks to happen, you can also see clearly when things start to go off track and take corrective action to bring the project back onto track.  This might involve changing the order in which tasks are completed.  Perhaps prioritising a particular area of the project to ensure it completes to time and does not delay other parts of the project which are dependent upon its successful completion.

Communication

Keeping up to date with everything that is happening on every strand of the project is crucial to success.  Making sure you know if something is delayed, has hit a problem, or is on target to complete more quickly than expected.  Ensuing people have the information they need to solve any problems.  Putting people in touch with each other when their work has dependencies.  Negotiating day to day changes to the project plan to take account of issues arising whilst still ensuring you can deliver the full project to time and budget.

Choose the Right People

Engaging people with the right set of skills to complete tasks well, to time and budget, is a critical element of successful project control.  If you have to re-do an element of the project this will generally take three times as long as planned.  Poor work is done, discovered, undone and then re-done correctly.

Time is money and if you want a task carried out correctly and efficiently then outsourcing the work to an expert is one of the best investments you can make.  It will take them less time, it will be done correctly, and it will be right first time.

Being careful to engage the correct people for the job at the start of a project will help you to bring that project in on time and within budget.  An expert will have a very accurate idea of how long a task will take, what might go wrong, have a plan to control risk, and the skills and resources necessary to complete the task to a high standard.

successful project project support project planning project management

It just so happens that I am rather good at admin and organisational projects.  If you want to see how good, have a look at this blog, and read what others say about my project skills here.

If you do have an admin project you are looking to complete, I would love to chat to you so please do get in touch.  I can take on any size of project from Inboxes that are threatening to explode, through offices that need some organisation to make them work efficiently, all the way up to putting processes and procedures into place to support a business that is looking to scale up.

Schedule Directly To Facebook Business Page

How to schedule posts to your facebook business page; Facebook Scheduling; Social Media Tips

Did you know that you can schedule posts directly on your Facebook Business Page?  Facebook have, I think, made this feature a little less obvious recently, but it is still there and it’s a useful thing to know about.  It can be used in place of scheduling software, or in addition to it.  I tend to use it in addition to my regular scheduling software.  It’s great for scheduling things to pages you manage though doesn’t seem to be available on the main timeline, just on pages.

To start, go into Facebook to write your post as normal.

Add a photo by clicking on the photo/video button on the left below the coloured background choices.

Facebook Facebook Scheduling Social Media Scheduling Social Media Tips

Posts tend to perform better with photos than without them and posts with videos perform even better, though that’s a subject for another day.

Facebook now gives you quite a wide choice of photo options.  For a normal post, just choose the top option “Upload photos/Video”.

Facebook, Facebook Scheduling, Social Media Tips, Facebook Tips

Photos will be resized automatically to the correct size for Facebook.  This works better when Facebook shrinks your larger image.  Very small images will pixelate and look bad when Facebook sizes them up.    I am deliberately not giving actual photo sizes here because Facebook changes things regularly.  A quick Google search will tell you what the right size is this month.  I tend to use 800 x 800 which is the generic Social Media template size on Canva.

Social Media, Facebook Scheduling, Social Media Tips

Here you can see I’ve added a photo to my post.  This is one of the photos I created in Canva so it is 800 x 800 pixels.  At this point you are ready to post or to schedule your post.  Except, Facebook doesn’t appear to have an option to schedule does it?  You have this huge “Share Now” button and no evidence of a scheduling option anywhere at all.

However, if you go to the News Feed button you can see “Post options”.  Click the blue wording and you will get the option to Share.  The word Now has a down arrow next to it.   I’ve highlighted it in the photo below.

It does make it look as though if you click the word “Now” it will set off and share your post, but it doesn’t.  Click the down arrow next to “Now” and you will get a drop down that will give you the options to schedule, backdate or save as a draft.  It defaults to Now but you just click the one you want to use.

When you click on Schedule you will get this scheduling box on the screen.  Just choose your date using the drop down calendar and alter the time to suit your post.

Social Media, Social Media Scheduling Social Media tips

Click the nice blue “Schedule” button and your post will go off into the wings to wait quietly for its moment in the spotlight.

You can schedule quite a few posts using this method. I’ve done 25 at one sitting without a problem but it does seem to work only on pages, not on the main timeline.

I hope you found this helpful but if you still feel uncomfortable with scheduling to Facebook, or just don’t have the time or patience to post regularly, then please get in touch with me here and I’d be happy to help.

Successful Project Planning: Five Key Features

Project planning successful projects project support project support

Project Planning involves managing a number of interconnected elements, ensuring all the strands fit together into a seamless whole and result in the outcome you were intending.  Although it might seem complicated to manage the many elements of a project, if you keep these five things in mind you will be well on the way to a successful project that comes in on, or below, budget.  And as a Yorkshire Gal, bringing things in under budget is always my preferred option.

Flexibility

Have a plan, but don’t treat the plan as though it is a fixed thing.  Most plans tend not to survive contact with the enemy and the key to bringing in a project to time and budget is flexibility.  Treat your plan like a framework.  Move things about within it so that time and resources, including human resources, are used to best advantage.

Dealing with Roadblocks

If you come to a road block in your project planning it is worth taking some time to step away, think things through, and consider re-jigging the plan before you press on.  Sometimes you will decide that pressing on is the right thing to do, particularly if there is no way to get around the road block. However, before you decide to press on, are you sure there is no way around that road block?  An old boss of mine used to tell me, “If you come to a wall, walk along a bit.  You might find you can go around it, rather than forcing your way through it.”  Sometimes, brainstorming some ideas with your team, or just leaving the problem for a few hours, can result in an innovative solution coming to you which will allow you to go around rather than pushing on through and is often a better solution than the original one.

Wiggle Room

When planning a project of any kind, remember to take account of contingencies and build in some wiggle room for delays and problems.  Wiggle room allows you to deliver problem projects bang on target, and routine projects early.  And what client doesn’t love, and provide glowing testimonials about, companies who deliver well within the timescale?

Blast Off

Remember:  “Never launch into a project with aggressive randomness.  Always take time to examine the project parameters first.”  This is a direct quote from a tutor I studied with a good few years ago.  It made me laugh then and it makes me laugh now.

How many times have you had an idea and then set off to implement it, without examining what will be needed?  For example:  you get up one morning, look at the bathroom ceiling and decide it needs painting.  You rush off to the DIY shop and buy paint.  When you get home and go into the garage to get the painting tools you find five litres of white emulsion you forgot you had bought, a broken roller tray, brushes with clumped together bristles and a rather sad, bald looking roller.  So, you trot off to the DIY shop again.  You buy a roller sleeve but decide to save money by not buying the cage and handle because you already have that.  You get some brushes and the roller tray and return the white paint from that morning.  When you get home the roller doesn’t fit the handle and you have to go back to get a new handle after all.  One initial trip to the garage to check on stocks and equipment, and perhaps a decision to take the roller handle with you to the shop, would have saved petrol, time, frustration and money.

Cost Control

Cost control is always a critical part of project planning and it can spiral out of control if it’s not managed.  DIY projects tend to be particularly prone to costing way more than you expect and taking twice as long as you expected.  This is because things always go wrong when we do things which we are not experienced in, or qualified to carry out.

Sometimes, it is cheaper and easier to outsource tasks.  Often it takes less time for an experienced person to complete tasks.  They will have the ability to apply tips and tricks learned over a number of years.  I’m not that good at DIY projects.  I am, however, brilliant at administration projects with a lot of experience of project planning and a number of tips and tricks in my arsenal that can save my clients time.  Here you can read about just one of the projects I’ve successfully completed for clients.

If you have an admin project you are looking to complete and you want it to come in to time, and budget, why not get in touch with me.  I can take on projects of all sizes from getting individual inboxes under control to the creation of processes and procedures ready for a small business to be scaled.

Delegation:  The Rocket Fuel for your Business

Delegation

The Oxford Dictionary defines delegation as “entrusting of authority to a deputy”

In practice, this means breaking down responsibilities into discrete tasks and allocating those tasks to the most qualified person.  By delegating you ensure the task is done quickly, effectively and correctly.  Most importantly for the small business owner, delegating the tasks you aren’t good at, don’t like or take a long time to do will free your time to complete more of the revenue generating tasks that will move your business forward.

Delegation can be a worry and some people experience barriers to delegation which can feel difficult or even insurmountable.  However, the benefits for your business can be huge if you push through the discomfort and learn to delegate effectively.

Here we are discussing delegation of tasks to outsourced service providers rather than the problems of delegation within a large organisation.  They share some challenges but delegation to outsourced providers arguably has fewer problems because there are fewer, if any, organisational barriers in place.  The small business owner can choose from a range of outsourced providers and pick the one most suitable.  They are not constrained by the pool of talent offered by their department as they would be within a corporate setting.

The 7 most commonly experienced barriers are discussed below.

I like doing the task

Although you love doing it, do you do it quickly, effectively and well?  Can you complete the task in the same timeframe as an expert in that field?  If it is an enjoyable task but one which takes up a lot of your time, can you break down the task, remove and outsource the part that takes a long time, and keep the part of the process you really do enjoy?  This would save you some time, still allow you to gain enjoyment from the task.

I can do it better myself

If you really can, then don’t delegate that.  But if you can’t then it may be you fear the results of handing over the task to someone else in case they don’t do it quite how you would like it.

Getting over this is down to trust, training and communication.  Choose your service provider very carefully.  Be sure that you feel comfortable communicating openly with them about what you need.

Be very clear about what you want the outcome to be.  Communicate clearly about details, deadlines, layout, format etc.  If there is an area you have concerns about, ensure you are particularly clear about your expectations in that area and the reasons why this is important.  Be open to answering questions from your outsourced service provider so they can understand your needs and meet them first time.  A good service provider will welcome feedback as it allows them to complete the task quickly, accurately and effectively.

I can’t explain what I want

Oddly enough, this isn’t always the insurmountable issue that it might seem to be.  Because you are delegating to someone who has expertise in the area, they will also have experience of the problems and pitfalls of what you are trying to do.  This reduces the amount of explanation that is needed.  Take the problem to them.  See what solutions they suggest.   You may be surprised.

I’ve worked with people who have rung me up and said “Help.  I am drowning.  I don’t know what I need, but I know I need help.”  With a few carefully placed questions I’m able to identify a place to start that will make a difference quickly, make some suggestions for medium and long-term solutions we can work toward when time allows, and quickly get them from drowning in the deep end to swimming strongly toward the shallow end where they can sit quietly and catch their breath.

No one can do it the way I like it.

It is very rare that this is true.  It is almost certainly going to be possible to train someone to do things exactly the way you need them to be done.  Take McDonald’s as an example.  They train thousands of people to turn out the exact same burger, in the exact same timescale, cook it for the exact time, for all I know they add the exact same size piece of gherkin (which most people throw into the exact same bin).

Yes, if you like things done a certain way then you may need to spend a little more time training your outsourced service provider initially.  However, just think how brilliant it will be when you can delegate that task and your provider can turn out the equivalent of those burgers within your business day after day, week after week, same level of detail and just how you like it.  At less money per hour than you charge out at.  Meaning you save money every single time they do that task.  How cool would that be?

I have no time to spend on telling someone else how to do this.

See above.  The time invested in training will pay off later.  Also, of course, if you are delegating to an expert, they won’t need to be told how to do the task properly… and they might have some fresh ideas that will save you even more time, and money, as well as making your life simpler.

I don’t know who I can trust.

Ask for recommendations and check reviews and testimonials for the people you’ve had recommended to you.  Most, if not all, outsourced service providers will have testimonials on their website and LinkedIn profile.  Some will have reviews via Google My Business or Facebook. I am very proud of the testimonials I’ve gathered and they are all viewable here.

The testimonials, together with the rest of the website, will give you a great idea about the person, the business, their skill set, the things that drive them to excel and the tasks they have completed for others successfully.

Once you have a shortlist of people whom you think you could work effectively with, get in contact with them and arrange to meet for coffee and a chat.  Meet with several people so you can find the one that you will work most effectively with.  I am always really pleased when a potential client tells me they are looking at several possible VA’s so they can find just the right one.

I can’t afford it

Say you charge out at £75 an hour.  And you decide that you won’t outsource your admin because VA’s are charging out at £25 an hour on average and it’s just admin which you can do yourself.  So you spend on average 7 hours a week on your admin.  A whole day.  That’s £575 a week that you can’t bill for because you are busy doing admin.  You are only working on your paid tasks four days a week.  Or maybe you do your admin on a Sunday so it doesn’t interfere with your billing of work during the week and get grief off your family for doing admin at the weekend.

Even if your VA can’t do the work any faster than you could, delegating those 7 hours to her would cost you £175 for 7 hours work.  Admittedly you’d have one day a week where you billed only £400 a day and not the full £575.  But you would be free to bill for five days work every week and not four days.  Running at full capacity you could potentially make an extra £400 a week after you’ve paid your VA.  Assuming that you take a two week holiday every year, this means that over a full year you would be able to bill a whopping £20,000 extra a year. What could you do with that?  Pay for the two-week holiday?  Change your car every other year?  Private school fees for your children?

The question then becomes, can you afford not to delegate. 

To talk to me about the admin and organisational challenges you are facing in your business and discuss the ways I can support your business growth plans, please click here.

Holiday Planning for Small Business Owners

Holiday planning for small business owners

For the small business owner, the summer holidays can bring challenges.  It also brings with it an interesting dilemma:  do you or don’t you book a holiday. 

The sun is out and your thoughts turn to holiday planning.  You want to take the family away for a break.  You need to relax and unwind.  You are tired.  You’ve read all those articles about burnout and stress and the importance of a good work-life balance.   So, spurred on by your family, who are eager to see you for more than five minutes a day, you book the holiday.  Then the worrying starts.

How will you manage to find time to actually take the holiday.  And enjoy it without worrying when you do get there.  There is just so much still to do.

Planning ahead is the key to a relaxed and relaxing holiday.

holiday small business planning

I’ve booked my holiday

As soon as you have booked your holiday, work back from the date of your holiday and create a list of your commitments, tasks and deadlines.

Move meetings and renegotiate deadlines that fall within, or two days either side of your holiday.

Plan to meet project milestones early so that they are completed before you go on holiday and are not in the back of your mind, niggling at you, whilst you are on holiday. Or agree to move the milestones so they fall after you return from holiday if that is possible.

Let clients know about your holiday dates in plenty of time.  That way they will know when you will be unavailable.  You can discuss alternative deadlines for tasks and agree on a plan that will work for you both.

Schedule your marketing ahead of the holiday.  Write some extra blog posts or social media posts as you think of them during the year and keep them in reserve.  Bring them out and dust them off, tidy them up a little perhaps, and then schedule them to go out whilst you are sunning yourself on the beach.  This will keep your business front of mind with your clients.

Book your pet’s holidays too.  Book the pet sitter or kennels.  Arrange for a family member or neighbour to pop in to feed and check on caged animals if you aren’t sending them away on holiday to a pet care centre.

With one month to go before your Holiday

Write a list of things that still need to be done before the holiday.  Just list the things you have to complete, deadlines that must be met and the tasks that you have left to do that will impact on your paid work.  Leave the “nice to have” stuff for after your holiday.  For more information about harnessing the power of lists to plan your activities, go here.

If you haven’t already done it, schedule your marketing items so you aren’t trying to do that at the last minute.

Keep your diary clear for two days before and two days after your holiday.  This will feel strange but if a super urgent task comes in at the last minute it gives you wiggle room to deal with it without stress.   It also gives you time to pack and get organised for the holiday itself.

The two days after the holiday allows you to come back to work, deal with things that have come in during the holiday, clear down your inbox and get back into the swing of work in a measured manner.  Knowing you will have space to do that on your

return will mean you don’t spend the last three days of your holiday panicking about what you are going back to.

Plan the domestic things into the diary so they don’t end up being a mad rush the day before the holiday.  Fridge emptying. Suitcase packing.  Foreign currency purchase.  Find your passport.  Arrange a time to take the pets to the kennels.  Buy a new bikini and some sunscreen.  Get your prescriptions filled.

Just Before the Holiday.

Ask your VA to keep an eye on your inbox and social media, reply to any routine enquiries, and send a daily update of any items that need your urgent attention.

Finish your last minute tasks.  Use your two spare days if you need to but ideally try to keep that last spare day for actual holiday preparation.

Delegate the tasks you want your VA or your team to do in your absence.

If you have a team, check everyone knows what they are responsible for.  Do they all have the information they need to complete the tasks you have delegated to them?  Are they clear about deadlines that must be met, calls that are expected, and work which remains outstanding?

Set the out of office reply to your Email telling people you are away.  Explain who will answer emails in your absence, or, detail your return date.

Set an out of office message on your phone.

On Holiday

Yay.  You’ve done it.  You’ve got away.  Hopefully, you are feeling relaxed and calm as you step into the car to drive to Norfolk for that narrowboat trip.  Or you are feeling free as a bird as you fly off to sunny Spain.

One final suggestion.  A digital detox is always a good idea during a break.  Don’t check your email and social media constantly.  Plan to check once a day.  If you’ve left staff running your business, or your VA is keeping tabs on things, agree a time when they will email you an update so you don’t feel compelled to check every five minutes to see if it has arrived yet.

If it makes you feel more secure, agree on a method which a trusted staff member or your VA can use to contact you in an emergency.  I use WhatsApp with my clients if they are abroad and text them when they are in the UK.

Enjoy your holiday, secure in the knowledge that you have planned things so that the business will survive for a week without you.  Have fun.  Make memories.  Sleep a lot.  Eat and drink well.  Relax.  Don’t think about work.  It will be there waiting patiently for you on your return.  None the worse for your absence.  And when you do return you will feel relaxed.  Refreshed.  Productive.  Enthusiastic.

So, what are you waiting for?  Book that holiday.  You won’t regret it.

If you’d like to learn more about how a VA can support you before, during and after your holiday, please get in touch here.

Really Effective Email Management

email management, inbox management, email tips and techniques

Does your email inbox contain every email you have ever received?  Do you struggle with email volume and despair of finding a really effective strategy for managing your ever-growing Inbox?  

Have you started a system of folders to manage your Inbox and then given up in frustration because you can’t remember which file you put things into?  Can you actually find what you are looking for within 30 seconds of starting a search? Or do you spend hours combing through your Inbox looking for that email you were sure you had the other day?

If these scenarios resonate with you then these simple tips will help you to get your Inbox under control and keep it that way.

Unsubscribe from things you never read.  All emails should have an unsubscribe button on them.

Move the things that are informative, and you think you might want to read later, to a separate folder.  You can do this automatically in both Outlook and Gmail by setting up rules for things like company notices and reports from your analytics software.  You can then review the folder you send it to once a week and move anything you want to keep to the correct permanent folder.

Create folders that make sense to you and when your work has been completed on that email, file it in the correct folder right away.  It honestly does save time if you put things where they belong in the first place.

Have an “Action” folder into which you put all the items you need to deal with.  You can then go to that one folder once a day and deal with it all at once, moving the completed emails to their final location in your folder system. You do have to be very disciplined about getting into the habit of checking the folder daily as it can have an element of “out of sight, out of mind” about it.

Email management, email organisation, inbox management

Only review your email inbox at set times during the day.  Three times a day is absolutely fine.  If something is “hair on fire urgent”, the client will ring you up.

Use the Getting Things Done approach to guide your initial review.  If the email will take you less than 2 minutes to read and action, just do it there and then.   If it needs a more considered response, flag it or colour code it and deal with it at the time you have set aside for this task every day.  If the email opens up some sort of can of worms or needs a really detailed response, and will be time-consuming to deal with, perhaps taking 20 minutes or more, I usually add the task to my To Do list so that it becomes a task of its own.

Email management, email organisation, inbox management

Colour coding and stars are not just for the classroom.  You can colour code emails in both Outlook and Gmail to show the priority you have allocated to them during your initial review.  This allows you to deal with emails quickly and in the right order of priority when you do sit down to tackle them.

Using an agreed colour coding system is also a great way to work collaboratively with a shared inbox so that two people don’t end up answering the same email.

Email management, email organisation, inbox management

I like to do a bit of work on my emails after lunch if it fits with my schedule.  Most people have a dip in energy levels after lunch so a spot of routine email answering is a great use of that time.

If you get distracted by those notifications that ping up every time an email comes in, and you find you can’t ignore them, you can disable the notifications entirely or choose settings that work for you.

Email management, email organisation, inbox management

If you have tried these tips and are still struggling, why not outsource your Inbox management?  Whether you need support with routine emails, assistance with streamlining your systems, or a full-scale intervention to bring calm to a chaotic Inbox, there is help at hand.

To access advice and support, and regain control of your wayward Inbox, get in touch for a free consultation.

Favourite Business Tools: Lumen5 Video

Lumen5, Video, Business Video, Favourite Business Tools

The video is a necessity in business but lots of people are worried about using it.  How do you use video properly?  What should you wear?  Where should you sit?   Will the dog start barking just as you get into the flow of what you have to say?  Will you forget what you had to say?  Will the phone or doorbell ring?  Should you do the video in the car?  In the house?  In the garden?  In someone else’s house because they aren’t a small business owner and they have time to clean up once a week or so?

Lumen5 allows you to cut through all that and create engaging videos that showcase your business and knowledge simply and effectively.

In true Blue Peter style, here is one I made earlier, based on this blog post.  At this point, you can read the blog that follows or watch the Lumen5 video.  Clearly, I’d love it if you do both since the blog has a little more detail.  But the video is quicker at 37 seconds.

Write the content you want to share.  Make sure the sentences are short and the information succinct and to the point.  You don’t have much room on each slide so make it count.

Think about the type of look you want your video to have and the types of images you want to portray under your text.

Go to Lumen5 and upload the text.  Lumen5 will suggest suitable slide images photos, camera, media but you can replace these with images from their huge image bank which includes some pretty cool videos as well as stills.

Change out the photos and change the colour of the text or the highlighting.

Once you are happy with the images and text, go ahead and pick the music that you think will best represent your brand or message.

I tend to use the same music for all my videos, simply because I like this particular piece and it feels right for my brand.

I use the free version of the package which means that the Lumen5 Logo shows at the end.  I love Lumen5 and have no problem with that bit of advertising being in there.  It’s only fair given how much value I feel I get from the package.   However, for $49 a month, you can upgrade and have a choice of fonts, lose the Lumen5 branding and add your own watermark to the video.

Once your video looks the way you want it to, you can upload your video to wherever you host your company videos.  I have a YouTube channel here but you can use your own preferred platform.  You can also share on Facebook and Twitter as well.

As you can see from my channel, I’ve used this a fair bit for videos, and even have one embedded into my website home page, here.

These videos are straightforward to make and I think they look really professional.  You can use them for advertising, or for information purposes, and the sky’s the limit in terms of creativity since you can also upload your own images to make the whole video even more bespoke.

You can access Lumen5 here:  https://lumen5.com/

For those of you who aren’t feeling very creative, or don’t have the time to tap into your creative side, I offer a Lumen5 video creation service.  Just get in touch to find out more here.

Time-Efficient Meetings: The Agenda

Agenda, Meeting Agenda, Meeting support, Meeting documents

We have all sat in one of those meetings.  The meeting where you have to pinch yourself to keep awake.  The meeting which takes three hours from your day and you are no wiser at the end than you were at the beginning.   

It doesn’t have to be like that though.  Meetings can be very useful. If they have a purpose, are tightly controlled and ruthlessly keep to the agenda.  You do have an agenda don’t you?  You really should.  And everyone needs to know about it.  It can’t just be in your head.  People need to know what is going to be discussed so that they can arrive properly prepared to make the most of the meeting time.

Time Allocation

time for business; need more time;

Adding a time allocation to each agenda item to guide people as to how much time they have available for each discussion item can be really helpful in keeping meetings strictly within the timescale set for them.  The chairperson usually sets the timings, although they may be guided by the individuals raising the items.  For example, someone might be presenting a new process for the company and their time slot will be dictated by the length of their presentation.

Preparation

The agenda needs to be sent out by the administrator or minute-taker in plenty of time to allow delegates to prepare properly and arrive at the meeting with the correct information to share.  If you have lots of supporting papers, the agenda and papers must go out about a week ahead of the meeting.

Agenda Planning

Sometisupporting documents; paperwork; administration support, agendames you will need to invite a person who has specialist expertise.  If they are only needed to discuss one agenda item, why not consider placing the item first on the agenda and allowing the person to leave after they have presented?  Or just before the coffee break section so that they can leave during the break.

Any Other Business

If you are going to keep the Any Other Business section on the agenda then this part should be particularly tightly controlled by the Chairperson.

This section of the meeting is often abused by delegates who want to raise issues and grievances that would be better dealt with outside the confines of the meeting.

The purpose of Any Other Business is to cover items which arose in the time period between the agenda being sent out and the meeting happening.  Usually, this would be urgent issues or matters that arose which have a direct bearing on one of the items already on the agenda.

One option for keeping the Any Other Business section on the agenda but still ensuring that it remains under strict control is to add an agenda point entitled Proposals for Any Other Business at the start of the meeting, just after the apologies section.  This allows the Chairman to ask whether anyone will wish to raise items in Any Other Business.  Only items raised during this section of the meeting can then be discussed during Any Other Business itself.  The Chairperson can then veto the raising of issues that won’t add to the meeting aims.  It also means that everyone can work out how long the Any Other Business section might take, consider points they might wish to raise during the discussion and feel confident that the meeting will finish on time and not drag on and on.

Administration Support

professional support, note-taking, minute taking, writing, agendaAdministration support can really add value to a meeting. A professional administrator will not only manage and efficiently circulate the agenda, but also manage attendance and assist the Chairperson in keeping the meeting on track by reminding them of timings, asking for clarification of action points and accurately recording all the details necessary to allow delegates to recall and complete their actions effectively during the time following the meeting.

If you are looking for professional support to ensure your meetings stay on track and really deliver value, you can contact me here to discuss your requirements.

If you are looking for further support with running an effective meeting, this blog post should be useful.

7 Steps to Better Email

Email Email Tips Help with Email

For many of us, the Email is our “Go To” method of business communication.  It is easy, quick and you don’t have to worry about disturbing the recipient with an ill-timed phone call.  The recipient can read it when they are ready.

But, are you using Email to best effect? Here are a few quick tips to help you craft a better Email, and make the most of this useful tool.

A clear layout

A clear layout with paragraphs and bullet points as needed will make your Email easier to read.  Easier to read means it is more likely to get read thoroughly.  Reading it thoroughly means the required actions are more likely to be carried out.

question. why, what, where, when, how

Who needs a copy?

Don’t copy in everyone you can think of, just in case they are interested. They probably aren’t.  People get lots of Emails and if you get a reputation for sending an Email every time your cat sneezes, your Emails will be the ones that people don’t open.  A quick rule of thumb is only to send to people on a “Need to Know” basis.

 Why are you Emailing me?

When people open an Email they need to know, very quickly, why you sent it to them, what action they need to take, and how soon that action should be completed.  A good Email will make all of this as clear as possible as early as possible.  It is best practice to put action addressees in the main Email address box and information addressees in the Carbon Copy (CC) box if at all possible.

Reply all.

For the love of all that is furry and cute, please don’t do this unless you absolutely have to. It might seem like a quick way to tell everyone you agree with them, but it becomes a tangled mass of replies.  At some point, someone will think they are replying to a single person in confidence, say something inappropriate or ill-advised, and find they’ve just told everyone about that.  Reply All is notorious for the many ways in which it can backfire on you.  It has brought down entire Email systems, caused friendships to end and been cited in Tribunal hearings as evidence.  Always check that you are replying only to the person you think you are replying to.

If you are Blind Carbon Copied, and you reply all, you will expose your presence as an addressee.  Depending on the circumstances, this could be embarrassing or escalate a situation.

In some Email systems, you can disable Reply All.  For the sake of harmony in the workplace, this can be a good plan if it is feasible.

books, library, learning, training, readingBigger than Ben Hur.

If there is a long Email chain, look to see if your question has already been answered.  Asking it again doesn’t look very professional and adds to the volume of messages without adding value.

War and Peace 

Emails should be concise and to the point.  Use an appropriate level of detail and consider whether all the information is essential.  Weeding out unnecessary information results in a better Email.

 Same But Different

Do you get lots of very similar Email enquiries into your business?   Perhaps you get lots of people asking if you are open on Saturdays, requesting a price list, or needing to confirm bookings.  Rather than spending lots of time answering these similar Emails individually, why not create some template Emails.  In most cases, you will be able to send the Email just as it is written, and if it doesn’t quite fit, you can tweak it to make it more appropriate.  It can be a great way to save a bit of time without compromising on customer service.  Get in touch with me here if you would like to find out more about how I can help you with template emails and Inbox management services.

GDPR: The Resources You Need Right Now

GDPR General-Data-Protection-Regulations; Resources

I’ve been monitoring the GDPR situation closely and I’ve got some updates for you, based on my most recent research. 

As always, this is based on what seem to me to be the most reliable sources of information available.  I am not a GDPR expert, just a very interested business owner who wants to ensure compliance for herself and her clients.

The most useful source of information I have found recently is the self-assessment checklists which the Information Commissioners Office (ICO) have put up on their website. They are very clear and relatively concise considering the complexity of the subject matter.  I think they’ve done a great job of making it as clear as it can be and I’ve used these myself to ensure I am fully compliant before 25th May 2018.

checklistsThere are two checklists, one for Data Controllers, the other for Data Processors.  We are all familiar with these terms from the Data Protection Act legislation.

I’ve checked the two lists against each other.  If you are a Data Controller, as most small business owners will be, then completion of all the requirements of the Data Controller checklist will ensure that you will also be able to complete the Data Processor assessment in full without carrying out further work.  Great if you are like me and fall into both categories.

You can click for further information on every step of the process to identify the tasks you need to complete for your business to ensure compliance.

https://ico.org.uk/for-organisations/resources-and-support/data-protection-self-assessment/data-controllers/

https://ico.org.uk/for-organisations/resources-and-support/data-protection-self-assessment/data-processors/

These checklists are quite long but you do need to ensure you meet all the criteria.   I’ve gone through the checklists and it seems that there are some key documents that you are going to need to have in place for your business in order to ensure compliance.

What you will Need

documents, GDPR documentsPrivacy Notices – for your website and for your other records

Data Protection Policy

Information Security Policy

Information Asset Register / Information Audit Document

Records showing how consent was gained, and how you will review it.   (If you are relying on consent as your basis for processing)

If you have a Business Risk Management Plan then this should be updated to show the Information Security risks under GDPR if it does not already adequately cover these.

For some businesses, you will also need to create Data Protection Impact Assessments.

For businesses handling children’s data, the rules are much more stringent.  You will need to meet additional requirements, which are documented in the checklists, in order to ensure compliance.

Registration

Registration, It looks as though everyone will need to register with the ICO if you have not done so already and the fee structure for doing so will alter from the date the GDPR comes into force.  Currently, I pay £35, as do most smaller businesses.  From May 2018 it appears that there will be a three-tier system, based on the quantity of data processed and headcount within the business. Tier 1 for the smallest businesses processing up to 10,000 data items will be up to £55.  For the largest organisations, the fee could be up to £1000.

It seems that if your ICO registration is due before 25 May 2018, you will pay the original fee for 2018/19 before moving to the new fee structure on renewal in 2019.  For those of us whose registration date is after 25th May, the new fees will apply.  It’s still not a huge cost for most small businesses when you think that it goes to fund data protection for everyone.

Additional Resources

Additional Resources, GDPR additional resourcesIf you would like to get a bit more detail about how the legislation might affect specific areas of your business or sector, this website has some very helpful information on it.  https://www.dpnetwork.org.uk  This site looks at the practical implementation in more detail and discusses areas where clarification is still needed on parts of the regulations.

As with any new legislation, there will be a period during which the legislation is examined and decisions are being taken about how the legislation will apply and work in practice.  However, this site and the ICO site are both great resources to keep an eye on to ensure you remain up to date with the latest information.

The DP Network site is run by Rosemary Smith whose Data Protection credentials are second to none.  Rosemary has actually been interviewed twice on the Next 100 Days Podcast with respect to the GDPR legislation.  For those readers who like to consume your content on the move, you may find the podcasts useful.  Rosemary appears in episode 89 where she provides an update on her comments provided the previous year in episode 29.  The podcast is available from The Next 100 Days.org.

There are also a number of videos available on YouTube which address the specific concerns of various sectors and might prove useful for you as well.  I have recorded some very general ones myself, and these are available on the YouTube channel here.

There is also a blog post here, which discusses Email Marketing, Subject Access Requests and accountability principles.

Finally, there are a number of workshops being run up and down the country.  If you prefer to get your information in an environment where you can discuss the implications for your particular business with a real live expert, then you should be able to find these via Eventbrite, LinkedIn or your sector’s governing body website.