10 Examples of Mind Mapping to Conquer Complexity and Unleash Potential

mind map examples

We all have those chock-full days where it feels like our brain has been placed inside a blender and someone pushes the “puree” button.

Maybe we’ve just left a planning session for a project that’s an amorphous mess of requirements, conflicting objectives and opinionated stakeholders. And we somehow need to capture the minutes and come up with a plan. Add to it, back at home the kitchen sink is leaky but the plumber is on vacation, and the fridge is empty but we’re not about to order pizza for the third night in a row.

After slogging through too many days coping with this “scrambled brain” syndrome, it becomes clear that our current way of doing things won’t cut it. A superior method is on demand. Something that’s up for the job of capturing and taming this unruly creature known as modern life.
Mind mapping, for all its hype, may well seem like a simplistic solution. After all, most of us learned about these “bubble charts” in elementary school, alongside lessons about addition, subtraction and multiplication tables.

But although the concept really is very simple, it’s elusively so. There’s more ways to use mind mapping in your life than you probably realize.

So if you’re not entirely sold on mind maps, if you just don’t get what it is that other people get about them, then stay tuned.

We’re going to unlock the what and why of these maps, and look at several mind mapping examples to use in all areas of life. And you’ll be happy to discover that these little “bubble charts” are the key to keeping overwhelm at bay, and provide a powerful tool for capturing requirements, identifying unknowns and retaining information.

The What, Why & Where of Mind Maps

The What, Why & Where of Mind Maps

Mind mapping is a technique that’s also known as clustering or webbing. The idea is very similar to a work breakdown structure (or cost breakdown structure, for that matter). It starts with a central idea that branches off into subtopics, with smaller topics branching off from each subtopic, and so on, until the initial idea is more or less exhausted.

The central topic can be a thought, a subject, an idea or a problem. Mind maps cover a multitude of diverse topics, anywhere from “Modern China,” to “Weekly Schedule” to “Latin Root Words.”

Many apropos analogies of the mind map occur in nature. It can be compared to a spiderweb that branches off in a multitude of diverse directions, a river with smaller tributaries and streams, a tree with increasingly thinner branches, and an individual leaf with one long central vein splintering into many thinner, shorter veins.

It’s also been described as a Swiss Army knife, because creating a mind map utilizes multiple cognitive functions, including logic, memory, and imagination.

Why Are Mind Maps Effective

Why Are Mind Maps Effective?

First and foremost, mind mapping is effective because it replicates how the brain works. Our brains naturally function as a stream of consciousness series of thoughts, just like a mind map. We’re wired to make associations; this is how we learn new information, grasp complex ideas, and come to understand the world.

If you suggest any everyday noun to any person, he or she immediately associates it with other images. A kitchen, for example, conjures up things like a stove, a refrigerator, dishware, and hot meals. “Winter” recalls images of snow, boots, sleds, hats and mittens. While if you suggest “oceans” to a person, he or she thinks of fish, whales, ships, waves, storms, anchors and islands.

This three-dimensional thinking is what Tony Buzan, the modern day propagator of the mind map, calls radiant thinking. From one central image such as a beach ball, our thoughts immediately radiate in many directions, to sand, swimsuits, children playing, water, sunshine, buckets and shovels.

Whereas lists and outlines encourage one-dimensional thinking, mind mapping makes a leap into three-dimensional thinking.

“Human language can be externalized. And when it is externalized in its purest form, it creates a mind map,” writes Tony Buzan in his book, Mind Map Mastery.

Secondly, mind maps are effective because they are visual.

You’ve probably heard the saying that “a picture says a thousand words.” This precisely captures the effectiveness of a mind map. Rather than writing lengthy articles around an idea, it can be entirely encapsulated within one easily digestible image that is processed within a few seconds. Many mind maps incorporate color, which further crystalizes relationships between topics and ideas.

The visual component also makes mind maps helpful for long-term memory. As Dr. Lynel Burmark, an expert on the brain and memory, says: “Words are processed by our short-term memory where we can only retain about seven bits of information….Images, on the other hand, go directly into long-term memory where they are indelibly etched.”

Thirdly, mind maps utilize both left and right brain thinking.
The left side of our brain is inclined to be logical and orderly. It looks for associations between ideas. Whereas the right brain caters to whimsy, imagination and play. The mind map taps into both these orientations, as it creates logical associates between ideas, while at the same time fosters free, unrestricted thinking.

And finally, mind maps increase our capacity to memorize and retain information.

A mind map goes further than simply transcribing information. Mind mapping a lecture, for example, requires the creator to identify associations within ideas. This creates channels and connections in the brain, and makes it easier to retain large bodies of information.

Mind mapping can be used in conjunction with the mnemonic technique known as the Method of Loci. It does this by creating memory palaces into which practitioners store information. This technique can be instrumental in achieving the memorization part and parcel to things like earning certifications and passing exams.

Where Are Mind Maps Useful?

As touched on above, mind maps serve an array of diverse functions.

They can function as a therapy technique, for identifying imagery and motifs in dreams, for increasing emotional granularity, or breaking down internal struggles. They can serve as a powerful organizational tool, from mapping a daily plan to organizing tasks for a complex project. Mind maps tap into our creativity and imagination. They allow us to think expansively. And finally, they serve as a powerful mnemonic device for memorizing and retaining complex information.

Oftentimes, a mind map serves as a preliminary exercise in a project or endeavor. A mind map brainstorm might provide the initial step in outlining a paper. Or a project mind map might develop into a timeline or serve as a tool for delegating tasks within a team.

As you can see, despite, or perhaps because of its simplicity, a mind map is an effective tool with far-reaching applications. Now let’s delve a little into its origin and history.

A Brief History of Mind Maps

A Brief History of Mind Maps

A mind map replicates the “brain’s language,” as Tony Buzan observes. And so the concept behind a mind map is as old as the brain itself.

As far back as 400 BC, Socrates used a version of the mind map with his Socratic Method which unpacks an idea or assertion. The method asks probing and clarifying questions around the idea, in order to break it down and look at it from many diverse angles.

In the more recent (but still pretty ancient) history, the third Century Roman philosopher Porphyry of Tyros used a system of mind mapping to write about logic and philosophy. Ramon Llull, another philosopher who lived around 1200, used diagrams to illustrate Christian doctrine. And in the 1400s, Leonardo Da Vinci used a version of mind maps as well.

So they really have been around for some time. No one can claim to have “discovered” them exactly. Although a certain Tony Buzan has gone about trademarking the terms “mind map” and “mind maps.” He popularized the concept on his 1970s BBC show, Use Your Head. As an expert in memory, cognition, and mnemonic techniques, Buzan wrote and co-wrote over 80 books in his lifetime, including Use Your Memory, Master Your Memory, Use Your Head, The Speed Reading Book and The Mind Map Book. Around this same time, the professor Joseph D. Novak used concept maps in courses he taught at Cornell University.

With this history under our belt, let’s turn to how the mind map can benefit each of us in both our professional and personal lives.

The Benefits of Mind Mapping

The Benefits of Mind Mapping

A mind map serves a variety of functions. It’s a helpful tool in planning a project, studying for an exam, and even plotting out a daily plan. This following covers some of the key benefits it provides.

Improves & Accelerates Communication

A mind map is a powerful communication tool for teams and within projects. It clearly communicates associations within a complex project or idea. Whereas words and lengthy text oftentimes creates misunderstandings, a mind map eliminates disconnect.

Mind maps also communicate information rapidly. It only takes a few moments to take in a mind map with over two dozen bubbles. Whereas digesting this same amount of information in writing would mean reading at least three pages of text.

It’s easy to present a mind map to a meeting and rest assured that everyone is on the same page, without a lengthy explanation process.

Crystalizes Concepts

A mind map is succinct and concise. It sticks to key points and ideas, and precludes ancillary or rambling thoughts and phrases. For this reason, it serves as an effective entryway exercise into an activity, as it can thoroughly exhaust a topic while at the same time paring it down to the essential points.

Fosters Creative Thinking

The process of creating a mind map is unrestrictive. With creative mind mapping, the intent is to tap into the unconsciousness to come up with original ideas and associations. This easy-flowing exercise allows creative thoughts to bubble up and fosters innovation.

Creative mind maps are a “judgement free zone” where there is no right or wrong. This relaxed environment can serve to break down mental walls, unblock creatives, and open up new channels of thought.

Caters to Multiple Learning Styles

Mind mapping complements many learning styles, including verbal, visual, kinesthetic, and aural (when a mind map is created within a group setting). This gives it broad usability; a mind map is a tool that’s effective within any group and in any setting.

The How of Mind Mapping (With Tips & Strategies)

The How of Mind Mapping (With Tips & Strategies)

Mind mapping is simple, to be sure, but creating one does necessitate some instruction. Let’s briefly review the tools needed and the process for creating one, and go over some tips and strategies for success.

The Tools for Mind Mapping

The minimal tools needed to create a mind map are paper, a pen or pencil (preferably colored pencils), a topic, imagination, and at least five minutes. Some people like to use a large piece of butcher paper when creating a mind map, as the large size encourages expansiveness and allows thoughts to stream freely.

And of course, in this digital age, mind maps can also be created using software or digital white boards.

The Process

A mind map consists of a main topic branching off into subtopics, which branch off into smaller subtopics. It’s a hierarchy of ideas and related concepts. Ideally, each bubble consists of only one to three words, in order to keep the concept precise and succinct.

However, the purpose is to foster creativity and so there’s no hard and fast rules to mind mapping. In a stream of consciousness map, ideas may come seemingly out of nowhere, and seem to have no logical correlation to one another.

The process starts by writing the central idea in the center of the paper (with a circle around it), and then rapidly spinning off into related topics (and then topics related to the subtopics) until the idea is exhausted. Oftentimes, creating a mind map takes as little as five minutes. They can be used to organize known information, or to tap into unknown information to explore and expand on an idea or concept.

3 Strategies for Effective Mind Mapping

A mind map seeks to communicate concepts and stimulate creativity, and a few strategies serve to foster this.

Vary the Width of the Branches

As mentioned, a mind map can be likened to a tree, where the branches become thinner the further they are from the trunk, until they’re really just twigs. Replicating this pattern within a mind map visually communicates the hierarchy of the mind map, and distinguishes the central ideas from the smaller, ancillary components.

Add Color

Using color in a mind map not only makes it more visually stimulating, but can also effectively distinguish subtopics from one another. In a mind map of planets in the solar system, for example, each subtopic can be written out in a different color. This is particularly effective when presenting a mind map to a large group, as it communicates ideas clearly.

Experiment With Fonts

In a similar vein, fonts can also serve to distinguish subtopics from one another, and central ideas from the smaller ideas. This of course necessitates a mind mapping software, which, as it turns out, are rather plenteous.

Use an Image for the Central Idea

Again, an image says a thousand words. And so rather than using a word in the center of the mind map, an image can really stimulate the imagination and provide the map with some powerful initial momentum. For example, in a mind map of “groceries,” a central image of a grocery store allows you to map out the grocery story in your mind, and envision food on the shelves, and so come up with a more accurate and thorough list.

A mind map is simple to create, but knowing how to apply it in your life is a learned skill. Utilizing these strategies increases its capacity to serve its intended purpose, be it organizational, therapeutic, or something else. Now let’s look at some examples for creating mind maps in all walks of life.

10 Examples of Mind Maps

10 Examples of Mind Maps

Mind mapping applies across so many diverse disciplines, and serves a variety of purposes. They’re effective in organizing known information and in expanding and exploring on a topic. They can be used as a tool in project management, in therapy, in life planning, and everyday stuff like planning meals and grocery purchases. From the common to the sublime, here are 10 examples for mind mapping.

Mind Mapping and Project Management

Mind maps can serve as a powerful tool in organizing teams and planning projects. Here are a few useful ways to apply them in project management.

Decompose a Large Project

Once a project is assigned and the requirements are identified, the looming task remains of breaking all the work down into smaller pieces. A mind map serves a central function here. Here’s how it might break down:

  • The center of the mind map is the project’s end goal, the final deliverable.
  • The subgroups can be both individual requirements and significant milestones.
  • Each of these subgroups is broken down into topics such as who is assigned to the task, what type of architecture it requires, how long it takes to build, and what resources are required to build it.

From here, the mind map serves as a tool to organize a backlog and plan sprints.

Develop a Risk Management Plan

Risk management is part and parcel to any successful project. Risks can be defined as “uncertainties that matter” and a mind map is the perfect tool for identifying these uncertainties.

  • In this mind map, the center bubble represents the final deliverable.
  • Some subgroups identify all the assets used in the project, and each spoke identifies the threats and vulnerabilities for these assets.
  • Other subgroups identify other risks, such as the loss of workers and scarcity of resources, and then further explore the likelihood of each event occurring.

When these threats, vulnerabilities and other uncertainties are exposed, it’s easier to put a plan in place to either mitigate, avoid, transfer or accept them.

Establish Priorities & Determine Requirements

Project planning means determining those requirements that must be met, and those that can fall to the wayside. A mind map, created in a group setting with all stakeholders, serves to achieve this clarity.

  • The center image, again, represents the final objective.
  • Each subgroup breaks into various requirements, then further into the “why” for each of these requirements, as well as the costs, resources and labor required for each.

In fleshing out the details behind each possible requirement, it’s easier to determine those that must be met, and those that need not be.

This summarizes just a few ways to apply mind maps to project planning. From outlining a budget to determining scope, to delegating work, a mind map can assist in so many areas of project management.

Mind Mapping and Creativity

Mind maps also serve as a powerful tool in individual, solo projects.

Research a Paper

Before beginning any big research project, it’s necessary to “know the unknowns,” or to identify those blank areas that require further study. A mind map serves to do this. Take the example of a research project on the topic of cities in the United States.

  • At the center of the map is the stated research topic.
  • Each subgroup breaks into subtopics, such as individual cities, geographic locations, population and common industries within the cities.

This mind map provides two indicators for further research. It not only identifies knowledge gaps, but it identifies the subtopics that hold the greatest interest to the researcher. All of this knowledge is essential to focusing a research paper and forming a thesis.

Shape a Story

Every story, be it fiction or creative nonfiction, begin with a set of facts, including characters and circumstances, that must be crafted into a story. A mind map serves to lay out all of this information and identify correlations and hone in on the key points to cover in the story.

  • In this mind map, the center image represents the essence of the story. For a memoir, it might be something like “The story of my childhood.”
  • Each bubble represents significant characters or events to cover the story. They branch into subtopics such as attributes of each character, and the individual frames for significant events.

This exercise assists to shape the plot, identify key areas of conflict, and crystalize details to include in a story.

These are just two examples, but mind maps and creativity go hand in hand. They are also useful in brainstorming a topic and in imagining unexplored possibilities.

Mind Mapping and Self-Help

Mind Mapping and Self-Help

Mind maps serve as a powerful therapeutic and life planning tool.

Decipher Dreams

Dreams tap into the unconscious and the inner workings of our life. However, they’re full of symbols and often hard to figure out. Mind maps can assist in making sense of cryptic imagery in dreams.

  • The center image of the mind map can be a single dream or something like “dreams from the past week.”
  • Each subgroup represents the strongest images from the dream, then branch into other related images.

The creation of this mind map is particularly intuitive. It means letting go of logic for a bit, and flowing with the oftentimes nonsensical nature of dreams.

Map a Five Year Plan

Five year plans are all the rage, and can be useful both in shaping a career and building a personal life.

  • The center image in this mind map can represent a desired goal, such as “own a home” or “earn a degree.”
  • The subgroups can branch off into a few areas, such as individual work batches required to meet the objective, each year in the five year plan, and requirements of the overall objective.

In addition to these two examples, mind maps serve to assist in many areas of personal life, from things like learning a new skill to getting unstuck to mapping daily emotions.

Mind Mapping and Everyday Life

Mind Mapping and Everyday Life

Mind maps are an excellent tool for organizing everyday complications. Here are a few ideas.

Budget the Month

Money has a way of slipping through our fingers and it’s hard to save for that hot tub or Hawaii vacation if we don’t pull in the reins on everyday spending.

  • The center image might say something like “monthly expenses” or simply state the amount allocated for the month’s spending.
  • Each subgroup breaks into categories such as “health care,” “groceries.” “eating out,” “home repair,” “slush fund,” and “travel.”

Once exhausted, this mind map captures all the month’s expenses, and from there it’s a simple process to lay out a budget for the month.

Plan a Wardrobe for a Season

So long as the earth continues to spin around the sun, we will need to modify our wardrobe periodically. There’s a time for down coats and a time for flip flops. And a mind map allows us to make a smooth transition between each season.

  • The center image of this map might state the season.
  • Each sub topic would outline the activities in our life that require distinctive attire, such as “work,” “weekend,” and “travel.” Another topic might be “climate forecast.”

From here, it’s easy to create a shopping list and hit the mall, and to know what to pack away for a future season.

Plan a Day

It’s easy to wake up hoping to accomplish a dozen or so tasks, but then only to have checked off a few items by the day’s end. A mind map helps to capture everything and is the starting place for an effective plan.

  • The center image simply states the day; “Thursday” or “Saturday.”
  • Each subgroup represents individual components of the day, such as “work,” “meals,” “leisure,” and “chores.” Each of these break down into time estimates, and other requirements.

This serves as a powerful time management tool. When everything is captured in a mind map, it’s far easier to get it all done.

This summarizes a few ideas for mind mapping, but the number of uses for mind maps could go on all day. Mind maps can be used to plan meals for the week, create chore lists, plan holidays, and plan home improvement projects. They are useful for learning people’s names, studying for a test, and outlining notes from a course or lecture.

Conclusion

We all get to a point where life starts to bust at the seams, and we cannot seem to keep it all together. At those times, it’s helpful to take five minutes and create a mind map.

Mind maps imitate the inner workings of our brain, and so the process is fairly intuitive and easy to grasp. And once it becomes a daily discipline, it can be applied in a multitude of ways.

So no one needs to be concerned about information deluges or overwhelm. With this handy little tool, a solution is ready at hand.

7 Reasons Why Project Management Tools Are Essential for Remote Work

Image represents tasks management

In today’s rapidly changing work landscape, remote work has become increasingly popular. One study shows that 84% of professionals consider remote work options before taking on a job opportunity.

As remote work grows, project management tools become essential for ensuring that remote teams can collaborate and work together effectively. Why are project managemnt tools necessary for remote work?

Top project management tools provide a centralized location for team members to communicate, track progress, and manage tasks, ensuring everyone is on the same page and working towards the same goals. In this article, we’ll explore the top reasons why project management tools are essential for remote work and how they can help remote teams succeed.

Important Features in Project Management Tools

First off, it’s important to know what features make project management tools valuable in general. The best project management software have three key features. Let’s look at each one in detail.

Collaboration and Communication Tools

Remote teams need project management tools that offer robust collaboration and communication features. These features include capabilities like team chat, comment management, revision tracking, document sharing, and real-time editing.

Being able to communicate project details and progress in real-time enables remote team members to identify and address issues quickly, while the ability to share ideas and provide feedback ensures that everyone’s input is considered, leading to better decision-making and improved outcomes.

Task and Time Management

Remote teams need project management tools that offer task and time management features, such as task assignment, progress tracking, deadline setting, and time tracking. With these tasks, it’s easier to hold everyone accountable to their deliverables.

These features enable remote teams to manage their workload effectively, prioritize tasks, and ensure that everyone is working towards the same goals. It’s extremely helpful for supervisors and managers to have these in a remote setting given they can’t physically observe team members working.

Integration and Customization

With integration and customization features, you can connect your project managment tools with other software your remote team might use. These features enable remote teams to tailor the project management tool to their specific needs and ensure that it works seamlessly with their existing workflows and processes.

For example, you can connect project management software with HR software like Zenefit to track employee’s work time, leaves, and performance. There are also other great alternatives to Zenefit that can connect seamlessly with project management tools.

The Challenges of Leading a Remote Team

What Project Management Tool Can I Use?

Are you looking for a good project management system? Here’s a list of the top 10 project management software you can try out with your team today:

  • Teamly
  • Asana
  • Jira
  • Monday.com
  • Wrike
  • Basecamp
  • Smartsheet
  • Teamwork
  • ClickUp
  • Airtable

7 Reasons Why Project Management Tools are Essential for Remote Work

So why do teams need remote project management tools to operate remotely? Here are seven reasons project management tools are essential for remote work.

Clear communication

Project management tools provide a centralized location for all team members to communicate and collaborate effectively, ensuring everyone is on the same page and understands their responsibilities.

By improving team communication, you can supercharge your productivity and get more done as a team. A lack of consistent communication can cause backlogs in your progress, costing your organization more resources over the short to long term. It’s best to use project management tools to communicate project progress, issues, concerns, and even wins.

Accountability

With project management software, team members can track and report their progress, ensuring accountability and transparency within the team. Accountability is crucial for the success of any project, and project management software provides remote teams with the tools they need to track and report their progress effectively.

Project management tools help team members build accountability by giving the ability to set goals, assign tasks, and track their progress, ensuring that everyone is aware of their responsibilities and is working towards the same objectives. You can also use project management tools to track progress, which also enables your team to identify any bottlenecks or issues that may be preventing them from completing tasks on time.

Time management

Project management tools allow for efficient time management, enabling remote teams to prioritize tasks and track deadlines. Project management software have calendaring and time tracking features that enable remote teams to monitor how much time they spend on each task.

Moreover, project management software can help remote teams avoid procrastination by providing them with clear deadlines and automated reminders. With these tools, team members can stay focused on their tasks and ensure that they are completing project deliverables on time.

Resource allocation

Any manager knows how crucial resource allocation isl for any project. Project management software can help remote teams in this area. These tools enable remote teams to manage their budget, allocate team members, and assign equipment, ensuring that all resources are utilized efficiently.

Project management software helps remote teams allocate resources effectively, including budget, team members, and equipment. Virtual or remote teams can also use project management tools to monitor project expenditures and ensure that they are staying within their allocated resources. They can also allocate team members to specific tasks and ensure that everyone is working towards the same objectives.

Task delegation

Project management software enables managers to delegate tasks and monitor their progress, ensuring the workload is evenly distributed and everyone has a clear understanding of their responsibilities. That way, your employees follow a team structure and have a clear chain of command.

Alongside project management tools, you should also consider having a workflow management software to visually show how your team members should carry out tasks. They provide you with standard operating procedures to keep teams efficient and safeguard project standards. Check out other features of workflow management software and see if you can use it in your team.

Risk management

Project management tools provide remote teams with a way to identify and prioritize risks associated with their project. Some features and functions help with identifying risks like scheduling conflicts, resource constraints, or potential technical issues. By identifying these risks early on, remote teams can develop contingency plans and proactively mitigate potential issues before they arise.

Project management software also provides remote teams with a way to track and monitor their progress. This way, you can also identify any issues or risks that may have been missed in the planning stage. This level of oversight and control enables remote teams to make informed decisions and quickly pivot if necessary.

Performance tracking

Team performance can vary from employee to employee. When we’re lenient about this imbalance, performing staff will feel demotivated and non-performing staff will have a reason to keep underperforming. Project management software enables remote teams to track individual performance, measure their success, and identify areas for improvement.

Moreover, project management tools also let you track team output. This can be useful when you want to celebrate the win with your team everytime you complete a project.

Remote Project Management Brings Growth

With how helpful project management tools are for teams, it’s no wonder why the market for these tools have grown 10% year after year. In a remote work environment, project management tools are essential for managing projects, fostering collaboration, and ensuring successful project completion.

They offer remote teams a comprehensive solution to the challenges of remote project management, enabling them to work efficiently and effectively, regardless of their location. That way, your company or department continues to meet its objectives and grow.

The Role of Epics in Agile Project Management

agile epics

A complex project can derail in so many ways. The software team might hunker down and develop an innovative product, only to discover that it’s not what the user wants. At the other extreme, the team might set out to solve the client’s problem, only to realize mid-way that it doesn’t have the capacity to complete the project. And in any large organization, mis-management and waste of resources always poses a huge risk.

Getting it all right means meeting business objectives, aligning skills and resources, and solving user problems all at the same time. It means weaving these multiple tensions together, and coordinating various objectives within one initiative.

And this is no small challenge. To hone in on one area so often means completely ignoring another, and then everything veers off track. It almost requires a master puppeteer.

Or maybe just a master system. And agile has come up with one that delicately pulls this feat off.

Just how does the agile method work? It arranges several artifacts together into what almost looks like a three-dimensional game of Tetris. And one central artifact within this mix is an epic.

Wondering just how and where an epic fits into the agile puzzle? That’s what we’re going to break down in this post.

The Purpose & Challenge of Agile

The Purpose & Challenge of Agile

The agile revolution back in the 90s fueled itself on a plenteous stream of frustrating and failed projects. The waterfall approach carefully planned everything at the start, and then the team went into a black box to see the plan through. Time and time again, they would emerge, after months of tireless and diligent work, with a product that the customer didn’t like and didn’t use.

Agile set out to change what it saw as a fundamentally flawed system by taking an outside-in approach to project planning. Rather than making hard and fast decisions at the start, and deciding for themselves what the end user needs or wants, the agile method allows a project to bend and flow, soliciting feedback from the end user continually. As the Agile Manifesto states, it seeks “openness to change over following a plan,” meaning that it pivots and adjusts based on the feedback it receives during the project from end users.

It achieves this outside-in orientation with “user stories,” which outlines a task from the perspective of the end user, first defining how the task serves a user’s need, then working backward to outline what the task must consist of.

On balance, this system improved things. The agile method yielded user-friendly software; products that solved user problems, and included innovative features the users enjoyed. Agile, then, isn’t just about increasing efficiency. Its revolutionary approach really makes end products more effective.

But it isn’t entirely perfect. With this outside-in approach, the organization caters to the whims and preferences of the client, which it can’t ever pin down or know entirely. Agile even goes so far as to “welcome changing requirements, even late in development,” as it states in its Manifesto.

The agile approach, in essence, means that the company loses control over significant things like scope and budget. A project that is slated to last three months may well extend into six, as requirements and client’s needs change. A change in the client’s request mid-way into a project might require architecture or skills that the company doesn’t possess. In short, agile, in some respects anyway, poses a huge business risk.

In order to be a going-concern, then, a business cannot entirely embrace this outside-in approach, to the exclusion of other perspectives. It needs a method that also keeps a keen eye on the bottom line, that considers business objectives; a system that takes an inside-out and an outside-in approach at the same time. Striking this balance means incorporating epics into the mix as well.

With this background, let’s break down just what an epic is, and the role it serves within an organization.

The Evolution & Role of Epics

The Evolution & Role of Epics

Originally, “epics” were understood as one, giant user story, basically a big chunk of work that couldn’t be completed within one sprint. A development team, over sprint planning sessions and with games like planning poker, would decompose the epic into smaller stories that could be completed within a single sprint. Breaking these down collaboratively fostered the autonomous nature of the agile team.

And for some organizations, epics still function pretty much in the same way. Epics are almost like one of the higher tiers in a work break down structure, while the user stories represent the lower tiers.

As organizations increased in complexity, however, managing a project became like juggling hundreds of balls, of various sizes and weights. And the role of epics has also evolved to address this complexity.

As organizations increased in complexity, however, managing a project became like juggling hundreds of balls, of various sizes and weights. And the role of epics has also evolved to address this complexity.

Within this context, what some have come to call a scaled agile framework (SAF), epics represent higher tier, executive planning. A single epic provides the business justification for a broad amount of work. Rather than orienting around end-user needs, the epic uses business syntax to explain how the project serves the needs of the company. For example, an epic might have the objective to tap into 10% of the user base for a certain product or service. Or it might aim to increase overall sales by a certain percentage within a quarter.

Due to its distinct framing, an epic oftentimes has a backlog all of its own, separate from the backlog for user stories. The epic backlog represents the portfolio, or business position of the project.

Epics, then, keep a close eye on the business component of a project, and hedge against the risk of agile’s user-focused emphasis.

And epics and user stores aren’t the only tools in the agile mix. In order to keep a company churning, several more artifacts come into play. Let’s next look at this synchronous blend of artifacts and see how they work together to solve organizational problems and meet consumer and business needs, all at the same time.

The Agile Artifact Mix Epics, Features, User Stories & Themes

The Agile Artifact Mix: Epics, Features, User Stories & Themes!

As mentioned, organizations must meet many various and sometimes conflicting demands. In addition to solving the users needs and addressing the financial needs of the company, it also faces the challenges of aligning resources and labor within a project, and of releasing products in a sequence that appeals to the client. Four agile artifacts; epics, features, themes, and user stories; serve to blend these complex perspectives.

Using an example, let’s see how each artifact functions in a coordinated effort to meet a medley of complex demands.

Take a social media management (SMM) software company, whose principle service is to enable an organization to coordinate, plan and schedule a social media marketing plan from its platform. In its bi-annual planning, the SMM company is considering several strategic objectives:

  • The company’s business strategy is to double the number of clients who sign up for its top-tier package, so that they represent more than half of its overall clients.
  • The product strategy is to improve its analytics features. It wants to offer more robust tools that make it competitive with other companies, and that suit the client’s needs.
  • And its internal strategy is to better coordinate projects and skilled team members, and to decrease turnaround times by 20%.

Let’s go over how user stories, epics, features and themes meet these distinct objectives.

User Stories

User stories, as mentioned, take an outside-in approach to a project. Good user stories are the fruits of in-depth conversations with the customer. They have a solid grasp of his or her central frustrations and needs. The outside-in approach leads to better choices around what product to build. (A knowledgeable product owner is helpful in this respect).

In the example of the SMM company seeking to improve its analytics features, the product owner studies its clients closely. Some effective methods here include reading feedback, gathering surveys, and looking at competitor’s products and reviews. All of this research allows a company to glean an understanding of what the client really wants.

For example, if a large portion of the SMM’s company’ users run international social media campaigns, it would benefit from offering analysis capabilities that break data down by geographic region. While, if it has a user base that regularly meets together in person, the company would benefit from a functionality that allows users to download statistics and reports into pdfs that can easily be shared with the team.

Epics

When evaluating a project or body of work, an epic carefully evaluates both the capabilities and the needs of the company. It looks at the capacity of the organization, considering the skill set of its workforce, and any skill gaps within the team. It also considers regulations and compliance laws surrounding the project. It carefully studies the company’s overall business plan and considers how the project could help it meet both short and long term objectives.

In essence, the function of the epic is to align the customer needs with the company’s needs and capacity. It rules out misalignments, such as a project that would require a skill set the team doesn’t have.

Take the SMM company, which has a business objective to double its number of top-tier clients, at the same time that it wants to augment its analytics features. One clear way to meet both these objectives is to provide its newer, more robust analytics tools exclusively to its highest tier clients. The free and lower-paying clients would have access to a more basic set of analytics features. This would ideally incentivize people to sign up for the higher tier plans.

And while on paper this sounds like the straightforward solution, this of course may not be the case in reality. That is to say, marrying multiple objectives is a delicate balance, and one which requires carefully studying consumer behavior. Customers might be upset by this arrangement, feeling like they’re being pushed into paying for the higher plan, in which case this strategy could backfire. Or if the competition on balance offers the same statistical functionality to every tier, then the effort might fall flat as well.

As you can see, it takes creativity and brainstorming to come up with a strategy that meets both customer and consumer objectives.

Themes

Themes are a collection of related tasks in the backlog. When released together, they create a desirable package for the end user. It’s a user-focused collection of work.

In the example of the SMM company, a product owner might groom the backlog so that a set of new analytics features are completed within the same period of time. The release of these new functionalities serves as a powerful marketing tool; it entices new clients to the product.

Features

Features are another method for sorting work which principally considers the coordinated work efforts between teams. Oftentimes large projects have hundreds of separate tasks in the backlog, each requiring a distinct set of skills and resources. It takes some strategy to align all of these tasks in such a way that it prudently utilizes the company’s labor and resources.

For example, say a workforce has only a few individuals with a skill set that happens to be required in order to complete several packages of work. A feature would arrange these tasks sequentially, rather in parallel, in order to properly utilize these skilled individuals. Or if a task requires scarce resources, the feature considers this as well when arranging work.

In the event of the SMM company whose objective is to decrease turnaround times, creating features would entail looking closely at the skill set of the workforce, and coordinating employees with the skills required for each task. Strategies such as resource leveling, resource smoothing, the critical chain method, fast tracking and crashing would all come into play here.

The Symphonic Blend

Taken together, epics, features, themes and user stories create the balance required to meet various demands and successfully execute a project. It creates the right distribution of outside-in and inside-out focus. Epics principally focus on the business outcomes of a project, while features define the labor and resource coordination, and the user stories focus on the end user goals.

While each of these artifacts function in parallel with one another, they don’t necessarily feed into one another. Some questions naturally arise then, such as “How do you map them out?” and “Where do they overlap?”

Tools for Writing Epics, Features & Stories

Tools for Writing Epics, Features & Stories

Managing a complex organization is a bit like playing a game of chess. Arranging work to solve a user problem, for example, may well create vulnerabilities in other areas. Maybe it poses a business risk or wastes resources. So there’s a need to constantly evaluate many complex variables and implications all at the same time.

Where does the process of arranging work begin, then? With the end user, the company’s goals, or somewhere in between? The answer, really, is that it can begin anywhere.

Maybe it begins with a user story. Although it’s common to begin a user story in a “what” format, explaining the solution it provides, re-framing it into a “why” format opens the door to more versatility. For example, maybe the initial user story is to add a drop-down menu to a webpage. Re-framed into the “why” format, this story really becomes about improving the website’s usability. And this opens the door to a variety of solutions, creating a greater possibility to align the work to a company’s financial goals and its capacity.

Or a project can start with an epic, a high-tier executive goal. Maybe it’s to develop a product that allows the company to tap into a new market. From this point, it can move into writing user stories, which entails researching the market to identify suitable products.

Mapping out these epics, features, themes and user stories can be a complicated process, and fortunately agile has a few tools to help create a seamless web between these various artifacts. Let’s look at a few.

A Venn Diagram to Weave Epics With User Stories

Everybody’s seen a venn diagram before, where the overlapping circles indicate a logical correlation between two related topics or themes. With agile, a venn diagram can serve to identify those places where the outside-in and the inside-out perspectives overlap.

In this instance, one circle represents the business goals (epics), and the other represents the user goals (user stories). And where these overlap outlines the work that is chosen to include in the project. Features would consider the most strategic method for tackling the problem. And themes, finally, would arrange work to be released in related batches.

Agile Roadmaps

An agile roadmaps strategizes using an outside-in approach, and so it provides a template for epics. The roadmap looks at a company according to its current state (the benchmark) and a desired future state. Then it outlines each of the phases the company must go through in order to reach the future state.

For example, a company’s current state might be 5% of the market share for a service, and its desired future state is to double this and earn 10% of the market share. Its primary means to achieve this is by improving both its services and marketing. The phases for this roadmap, then, would outline a specific milestone related to either marketing or services. And a shift into a new phase means that a milestone has been met.

The roadmap serves to outline a broad amount of work. From there, it’s possible to consider a variety of possibilities for solving user stories, and then creating features to coordinate work.

User Story Mapping

User story mapping is a method of creating a collection of user stories, ideally at a user story session where a group of stakeholders come together to brainstorm and contribute.

A typical user story format goes something like, “As a [type of user], I want to [action] so that [benefit].” or “As “who,” I want “what,” so that “why””.

Here is an example: “As a busy executive, I want to improve my email functionality so that I can reduce the time it takes me to empty my inbox to thirty minutes a day.”

When a collection of user stories have been gathered, they are arranged by priority. The features form the backbone of these stories, which then feed into an epic.

Impact Map

An impact map helps to clearly outline the set of deliverables that stem from a stated objective. While at one end it outlines the “what,” of a project, the right side identifies the “why.” This simple strategy creates a through-line from the epic to the user story, and helps to keep daily work aligned with the overall objective.

These are just a few tools that have proven useful in weaving together large and complicated batches of work. Generally speaking, user stories include smaller pieces of work that can be included within one sprint. This work is captured within an epic, which encompasses an overall theme or business objective.

A large organization has multiple layers of concerns, and so oftentimes epics, features and stories might each have its own backlog.

It’s a bit of a trick to combine this work together, and so oftentimes multiple tools and brainstorming sessions are necessary to arrange everything sensibly. The work can start from a business objective and then develop into solving a user problem, or vice versa. As with any agile project, retrospectives serve to evaluate progress and create updates to the backlog, if necessary.

Impact map

Conclusion

In a large organization, putting a project together is a complex task. Just like a game of chess, when one piece is moved, it impacts many other factors.

Successfully juggling this complexity requires addressing many various objectives. First of all, a project seeks to grow a business and retain its financial health. Secondly, it addresses the needs of the end user. And finally, a project works to align teams and resources.

Epics play a central role in shaping up an agile project. It focuses on the company’s business planning. Epics work in unison with user stories, which evaluates the needs of the end user, and features, which organizes work to conserve resources. When evaluated from all three perspectives, a project is situated in a solid place to succeed.

Stay on Track: A Guide to the Best Daily Planner Apps for Personal and Professional Use

daily planner apps

Introduction:

Do you ever feel like there just aren’t enough hours in the day?

Between work, social obligations, and personal errands, it can be tough to keep track of everything we need to do. Luckily, there’s an app for that, several, in fact!

Daily planner apps are an excellent tool for staying organized and on top of your schedule, whether you’re a busy professional or just trying to get your life in order. With so many options available, you may need help figuring out where to start. But don’t worry; we’ve got you covered!

In this article, we’ll explore the benefits of using a daily planner app, break down some of the most popular options, and offer some tips on how to make the most of your planner.

So if you’re ready to get your schedule under control and start maximizing your time, let’s dive in!

What is a daily planner app

What is a daily planner app?

Picture this: you’re juggling a million different tasks and responsibilities and feel like you’re about to drop the ball on something important.

We’ve all been there!

That’s where a daily planner comes in. A planner is a tool that helps you manage your time more effectively. But don’t let the simplicity fool you – it can be a game-changer!

While paper planners still exist, tons of digital planner apps are available that offer all kinds of fancy features. The best part?

You can access them from anywhere – on your phone, tablet, or computer. No more worrying about leaving your planner at home or lugging around a heavy book!

But what does a planner actually do? Well, for starters, it helps you keep track of your schedule.

You can add appointments, meetings, and events and set reminders to avoid forgetting anything important. Some planners even sync up with other apps and calendars, so you can see everything in one place.

Beyond just scheduling, many planners also offer tools to help you achieve your goals. You can create habit trackers or to-do lists, set priorities, and even share your planner with others.

The possibilities are endless!

At the end of the day, a daily planner is just a simple tool to help you stay organized and focused.

But trust us, it can make a world of difference in your productivity and sanity. Whether you’re a busy professional, a student, or just trying to stay on top of things, a daily planner app is definitely worth checking out.

The benefits of using a daily planner app

The benefits of using a daily planner app

Now that we know what a daily planner app is, let’s explore why you might want to use one. Here are some of the top benefits of incorporating a planner into your daily routine:

Stay organized

The most obvious benefit of using a daily planner app is that it helps you keep track of all your appointments, deadlines, and other important events. Instead of relying on your memory, you can store everything in one place and set reminders to ensure you never forget anything.

Improve time management

By having a clear view of your schedule, you can better manage your time and avoid overcommitting yourself. Plus, many planners allow you to break down your day into smaller tasks and allocate specific time slots for each one, helping you stay focused and productive.

Set and achieve goals

Many daily planner apps come with goal-setting tools that help you set achievable targets and track your progress. This can be particularly useful if you’re working towards a long-term project or trying to establish new habits.

Reduce stress

When you’re feeling overwhelmed, a planner can be a real lifesaver. By having everything in one place and knowing exactly what you need to do, you can reduce your stress levels and feel more in control of your day.

Stay motivated

Daily planner apps can help you stay motivated by giving you a sense of accomplishment each time you tick off a task or achieve a goal. This positive reinforcement can be a powerful motivator and keep you on track toward success.

Now we’ve discussed the benefits of using a planner, let’s look at what are the best daily planner apps for both professional and personal use.

Best daily planner apps for professionals

Planning the work day no longer needs to be stressful. Lose the sticky notes stuck to the computer monitor and trade up to a powerful daily planner app. Here are some of the best on the market for working professionals:

Image of Teamly Dashboard

Teamly

Teamly is a project management tool designed specifically for remote teams. With more and more businesses turning to remote work, having a tool that can keep your team organized and productive is essential.

That’s where Teamly comes in.

It offers a range of features that can help your team stay on track:

  • Kanban boards: Kanban boards are a visual way to track your team’s progress on a project. With Teamly, you can create custom boards for each project and easily move tasks from one column to another as they are completed. This makes it easy to see what tasks are in progress and what still needs to be done.
  • Workflow automation: Teamly offers workflow automation, which allows you to automate repetitive tasks and save time. For example, you can set up automatic notifications when a task is completed or automatically move tasks to the next team member in the pipeline.
  • Real-time chat messaging: Teamly has a real-time chat messaging feature that allows your team to communicate quickly and easily. You can create group chats for each project or have one-on-one conversations with team members. This feature is beneficial for remote teams who can’t communicate in person.
  • Employee time tracking: Teamly also has a time tracking feature that allows you to track how much time your team members spend on each task. This can help you understand how much time is being spent on each project and make adjustments as needed.
  • Done-for-you templates: Finally, Teamly offers done-for-you templates that can save you time when setting up new projects. These templates include pre-made task lists and workflows that you can customize to fit your team’s needs.

One of the great things about Teamly is its user-friendly design. Unlike some project management tools that can be overwhelming, Teamly is designed to be easy to use with no learning curve.

This makes it an excellent choice for dynamic teams with remote workers coming and going. Instead of fussing over onboarding for each new team member, Teamly’s simple and effective design means anyone joining the team can get started immediately.

With Teamly, your team can stay connected, collaborate on projects, and stay productive no matter where they’re located.

Whether you need a daily planner for your people, projects, or tasks, the kanban system provides a clear view of progress at a glance.

Teamly pricing

When it comes to pricing, Teamly offers flexible plans that can fit the needs of any business.

The free tier offers generous access to features, perfect for entrepreneurs or startups in their early stages who need a free daily planner app. As your needs increase, you only pay for active users.

Teamly Pro starts at just $5 per user, and the Teamly Business plan starts at $9 per user, choose the tier with the limits you need.

If you have a larger team, Teamly also offers customizable plans.

Trello

Trello

Trello is a popular project management tool based on the Kanban methodology, which provides a clear visualization of your work in progress.

Trello uses a card-based system, which allows you to break down complex projects into smaller, more manageable tasks. You can easily drag and drop cards from one column to another, making tracking progress and prioritizing your work easy.

Getting started with Trello is relatively simple when compared to some of the other daily planner apps on this list.

However, Trello lacks some of the additional functionality other project management tools offer. This is where Trello’s integrations with other tools come in handy to help plug the gap.

Trello can integrate with a range of apps, such as Slack and Google Drive, which can help you to extend Trello’s capabilities and integrate it more fully into your workflow.

One thing to keep in mind is that if you rely heavily on integrations, this can lead to higher expenses to get Trello to be as functional as other project management tools.

Trello pricing

  • The Free version offers features including unlimited Kanban boards, but without support from Trello.
  • The Standard plan costs $5 per user per month and includes custom fields, more workflow automations, and more storage.
  • The Premium plan costs $10 per user per month. It offers new views, including calendar and timeline, pre-made workspace-level templates, and more admin/security features.
  • The Enterprise plan is priced at $17.50 per user per month and is designed for larger organizations. It offers 24/7 priority support, unlimited workspaces, and public board management.

Any.do

Any.do

Any.do is a task management app allowing you to manage work and personal tasks in one place.

It provides a range of features, including project management through Kanban boards, to-do lists, and task management. Alongside its suite of team tools, Any.do includes a daily planner to help team members prioritize the most important tasks.

One thing to keep in mind with Any.do is that its best features are reserved for its highest-paid tier.

For example, access to admin tools and workflow templates is only available to users on the Teams plan.

However, the free version of Any.do has been designed for personal use and provides a range of valuable features, such as the ability to create and manage tasks, set reminders, and access its free daily planner app.

Any.do pricing

  • Free: This plan includes tasks and lists, reminders, a daily planner, and the ability to sync across devices.
  • Personal: For $3 per user per month, this plan offers access to recurring tasks, integrations, and WhatsApp reminders.
  • Teams: For $5 per user per month, this plan provides access to a collaborative workspace, workflow templates, and admin tools.

Notion

Notion

Notion is an all-in-one workspace that can be used as a professional daily planner app.

It offers a range of features that make it a powerful tool for managing tasks, projects, and other work-related activities.

Notion is highly customizable, which means it can be catered to meet your specific needs, creating pages and databases that are tailored to your work style and workflow.

For example, you might create a task database with columns for due date, priority, and status or a project management page with sections for notes, to-do lists, and timelines.

The downside to Notion is that it has almost too much functionality making it hard to navigate and optimize.

You’ll have to do a lot of the heavy lifting to get the platform to perform exactly how you want it. This is great for teams with nothing but time on their hands, but if that doesn’t sound like you, more streamlined apps are available.

Notion pricing

  • Free: This plan includes a collaborative workspace, basic analytics, and unlimited blocks for individuals.
  • Plus: For $8 per user per month, this plan offers unlimited blocks for teams, unlimited file uploads, and 30-day page history.
  • Business: For $15 per user per month, this plan provides advanced analytics, 90-day page history, and bulk PDF export.
  • Enterprise: This plan offers custom pricing and additional features, including a dedicated success manager, unlimited page history, and advanced security.

ClickUp

ClickUp

ClickUp is a project management and productivity tool offering various features and customization options for managing tasks, projects, and workflows.

Users can customize their task management experience by adding custom fields, tags, and checklists to tasks, lists, and projects. This allows for a high level of specificity and organization, ensuring that tasks are managed efficiently and effectively.

However, while ClickUp’s flexibility and feature-rich nature can be advantageous for some users, it can also be overwhelming for others.

The tool has a steep learning curve and may require a longer onboarding process than other daily planner apps. Some users may find the interface cluttered or confusing, and the many customization options may be daunting.

Compared to some of its competitors, ClickUp may not be the best option for those who prefer a more straightforward, no-frills daily planner app.

ClickUp pricing

  • Free: Limited storage, unlimited tasks, unlimited members.
  • Unlimited: $5 per user per month. Offers unlimited storage, the ability to add guests with permissions, and unlimited custom fields.
  • Business: $12 per user per month. Provides advanced time tracking, advanced automations, and advanced public sharing.
  • Business Plus: $19 per user per month. Allows for custom role creation, custom permissions, and priority support.
  • Enterprise: Custom pricing with features like whitelabeling, advanced permissions, and unlimited custom roles.

Best daily planner apps for personal use

Some of the top daily planner apps we mentioned before are packed with additional features you may not need. If you’re in the market for something simple with no frills, here are some daily planner apps free for personal use:

Google Calendar

Google Calendar

If you’re in need of a daily planner app for personal use, Google Calendar is a great option.

Like many of Google’s products, it’s designed with a user-friendly interface and a range of features, making it a powerful tool for organizing and managing your daily schedule.

Google Calendar seamlessly integrates with other Google apps like Gmail and Google Drive, making this a top daily planner app for people who use the Google ecosystem. The integration allows you to easily create events and attach files without leaving the app, and everything will sync up.

Google Calendar also offers customizable reminders that can be set up to alert you via email or pop-up notifications. You can choose to receive reminders at specific times by setting focus time on your calendar, which can be a helpful way to keep your day distraction-free.

The calendar is provided for free by Google. If you already have an account for one of their other products, you can get up and running immediately.

Apple Reminders

Apple Reminders

Apple Reminders is an often overlooked free daily planner app that comes pre-installed on every iPhone, iPad, and Mac.

The app can help you easily manage your daily tasks and to-do lists. Its simple and intuitive interface makes creating, organizing, and prioritizing tasks throughout the day easy.

You can quickly add tasks to your list by typing in the task name and setting a due date or reminder. You can also create lists to help you categorize your tasks based on different areas of your life, such as work, personal, or shopping.

Apple Reminders can then be set up as reminders for your tasks, which can be triggered when you set them. This can be a helpful way to keep track of important tasks and stay on top of your schedule.

If you’re an iPhone or iPad user, you can use Siri integration to quickly add tasks and reminders by voice. This feature can be beneficial when you’re on the go or need to add a task quickly.

Habitica

Habitica

Habitica is a task management app that adds a fun, gamified twist to the traditional approach of daily planning.

By turning productivity into a game, Habitica rewards users with experience points and virtual rewards for completing tasks and developing positive habits.

Habitica’s gamified interface allows users to create their own avatars and level up as they progress. This unique approach makes daily planning and task management more engaging and enjoyable, helping users stay motivated and productive.

Users can easily create lists of daily tasks, habits, and goals and monitor their progress over time. Additionally, Habitica allows for custom reminders and notifications, which can be a helpful tool for staying on track.

Habitica also offers a social aspect to its platform, which allows users to participate in challenges and join groups with other users. This can help foster a sense of accountability and encouragement and provide an additional source of motivation.

For anyone who needs a little extra motivation to stick to their to-do list, Habitica provides just that.

Evernote

Evernote

Evernote is a useful productivity app that has gained momentum as a daily planner for personal use.

It offers a feature that allows you to take handwritten notes. It’s great for jotting down ideas and reminders on the go, perfect for students attending lectures, or capturing minutes in a meeting.

Aside from that, Evernote also offers the usual tools to help you create to-do lists, set reminders, and store important documents, all in one convenient location.

Evernote has been around for a while, so it’s been built to integrate with other productivity apps, like Trello and Google Calendar. This means you can manage all your daily tasks and appointments in one place, making it a real time-saver.

The app is free to use, with a paid upgraded version available starting from $7.99. Some features, like connecting to your Google Calendar, are only available with a paid plan.

Todoist

Todoist

Todoist is a task management tool that can also function as a daily planner for personal use. Its features help you stay organized and on top of your daily tasks. Its centralized platform lets users connect their email, calendar, and files, simplifying their workflows.

Todoist’s Karma feature stands out for gamifiying your productivity, allowing you to earn points based on completed tasks. You can customize your task views with boards, labels, filters, and themes, giving you a personalized task management experience.

The free version is loaded with many features that make it a great daily planner. Its paid version is only $4 monthly, offering advanced features like automatic backups, reminders, and higher limits.

Final Thoughts

In today’s fast-paced world, staying organized and on top of tasks is crucial for personal and professional success.

Luckily, many daily planner apps are available to help individuals and teams stay on track. Whether you prefer a simple to-do list or a more complex project management tool, there is a daily planner app out there for you.

If you’re looking for a user-friendly app to help you and your team stay organized and productive, we invite you to check out Teamly.

With its intuitive interface, flexible features, and affordable pricing plans, Teamly can help you streamline your workflow, track your progress, and achieve your goals faster.

Best of all, you can get started with Teamly for free and create your personalized task lists, calendars, and kanban boards today.

Scary to-do list? Here’s how to prioritize tasks at work.

Image represents how to prioritize tasks at work

Let’s talk about the entrepreneur’s greatest rival. Whether scratched into a notebook or ticked off with a task management tool, almost all of us face the same problem: the to-do list that never ends. That’s because there are always new ideas for an entrepreneur or business owner! Processes that could be improved. Automations that would simplify your day-to-day or tools that would help you scale. The notion of to-do list zero is probably a pipe dream! But what is realistic is understanding how to prioritize work tasks for less stress and better outcomes.

Learning how to prioritize tasks effectively is almost as much about managing our brains as it is about project management. It requires you to learn to overcome the instinct for immediate gratification in favor of taking on the essential tasks first. Business owners have to push past procrastination with careful planning and execution. By learning to estimate the importance or urgency of projects better, you’ll be better able to make decisions.

Prioritization might also mean eliminating some tasks indefinitely when you realize they won’t get you closer to your business goals.

What we’re saying is that how to prioritize tasks best can be tough work. But by learning how to prioritize your work, you’ll also reduce your stress and improve your productivity in the long run. Well worth it if you ask us!

Here’s our step-by-step guide on how to manage projects and prioritize tasks in the workplace. Let’s get to it.

Image represents task prioritization

A step-by-step guide on how to prioritize tasks at work

In the steps below, we’ll walk you through everything you need to prioritize tasks at work. You’ll start with an exercise for creating an overview of all your tasks, learn how to prioritize tasks in project management using prioritization methods like the Eisenhower Decision Matrix and Eat the Frog, discover how to schedule prioritized tasks, and stay on track, and finally, figure out how to put everything you learned together for sustainable, repeatable prioritization.

1. Start by listing out all tasks

There are some important differences between a to-do list and a task list. So before you ever get to your to-dos, you’ll want to start by listing all the tasks in one big, well-organized task list. While a to-do list is more about what you plan to achieve in a set period, this list of tasks should be more comprehensive. Why? Because the very foundation of effectively managing your time and prioritizing tasks at work means having an overview of everything you want to achieve. And we mean everything.

It’s important to note that this stage isn’t about prioritizing! We’ll get to that next. Your goals for this step are just to create a comprehensive inventory of everything you’ll need to consider later.

Start by listing out categories, goals or projects. Set a timer for 15 minutes and think about what categories, goals, or projects you can define to divide your tasks best. This will become the structure of your task list, so it must be complete and well-organized before you start adding subtasks. It can be helpful to decide on a time (one month, three months, etc.) before beginning to limit the scope.

For example, a category might be “Internal Processes” or “Hire a new team member.”

If you’re getting stuck here, begin with this article on setting SMART Goals.

Get more specific. Set a longer timer for 30-45 minutes. This step helps you define what subtasks contribute to each category, goal, or project. Consider all ongoing or future tasks while you build this list. Remember that this also might include recurring daily, weekly, and monthly tasks.

You can think of “subtasks” as achievable and specific activities you can mark complete as you finish them. For example, a good subtask would be “kickoff call” or “create a one-page mockup.” “Nurture client relationship,” on the other hand, is ambiguous and hard to quantify.

Since your subtasks will become the basis for prioritization at work, really take your time here. Think through each project from start to finish, and list the subtasks necessary to help you complete it.

Adding detail. The last step in this stage is to add the necessary details to each subtask. For example, it might be helpful to know how much time a task will take to complete, the level of importance, or any major due dates when planning your priorities.

Once you’ve completed this step, you should have a complete overview of your goals or projects; all that needs to be done, along with any relevant information you’ll need as you decide to prioritize, delay, or eliminate a task.

Ready to move on?

Image represents prioritization methods

2. Define your priorities using prioritization methods

Now that you have a complete task list, it’s time to start prioritizing. But there’s no need to shoot in the dark here. Dozens of time-tested productivity frameworks and methods have been shown to improve productivity and output.

Using a framework gives you a clear structure to follow in prioritizing your tasks. It can also result in higher-quality outcomes, reduced busy work, faster development, and closing expectation gaps by creating more realistic estimates.

The best productivity method for you or your team will depend on various factors and might need to be tested with trial and error, but we’ll walk you through a few of our favorites.

The Eisenhower Decision Matrix or the Urgent-Important Matrix

The Eisenhower Decision Matrix (also called the Urgent-Important Matrix) is a matrix that allows you to rank tasks on a matrix where the axes are urgency and importance. This technique was popularly used by the 34th US President – Dwight D. Eisenhower – to make difficult decisions. By using the Eisenhower Decision Matrix, all tasks can be placed on the matrix and fall into one of four categories:

Tasks that are urgent and important = do first. These are the big ones. Things that are urgent (time sensitive) or important (valuable to your business, high-impact for low effort, essential for ongoing operations, etc.). When using the Eisenhower Decision Matrix, you’ll aim to complete any tasks in this category first.

Tasks that are important but not urgent = schedule. As previously described, you should always make time for items important to your business. However, if they’re not urgent, this matrix advises that you schedule these tasks. Choose a realistic timeframe or deadline to ensure these tasks are completed on time.

Tasks that are urgent but not important = delegate. One of the most important things a leader can learn is when to delegate. The Eisenhower Decision Matrix advises that tasks due soon but of low value or importance to the business should be delegated. This might mean hiring it out or giving it to someone on your team to complete so you can shift your focus back to the high-importance tasks.

Tasks that are not urgent or important = eliminate. According to this matrix, tasks that are neither urgent nor important should be eliminated or postponed. Now, you might be wondering – why is anything unimportant or not urgent on a task list? You might be surprised at how many things fall into this category. This is another argument for carefully assessing your categories and goals before completing your list. Make sure that all the subtasks on your list will ultimately contribute to your company’s success or are essential for doing business to make the most of your finite time and energy.

Image represents Eat the Frog Prioritization method

Eat the Frog

Eat the frog is a productivity method that suggests identifying your “frog” – the hardest, most important task for the day – and doing it before moving on to the rest of your list. By finishing the job in the morning, the idea is that you eliminate stress or the risk that the task won’t get completed because you put it first. And you do this every day.

This technique is based on the Mark Twain quote: “If it’s your job to eat a frog, it’s best to do it first thing in the morning. And if it’s your job to eat two frogs, it’s best to eat the biggest one first.”

And here’s why it works: by choosing ONE focus for the day, you promote deep focus, get specific about your goals, and take advantage of the period when you have the most energy for the task.

Before you try “Eating the Frog,” here are some tips to keep in mind:

  • Choose your frog. This is often an important but non-urgent task that you find yourself resisting. It should be specific and clearly defined. It can also be helpful to choose your frog the night before so you can hit the ground running in the morning.
  • Make it achievable in 1-4 hours. Since you have way more to do in a day than one big task, choosing a task you can finish in 1-4 hours (or half a workday) is best. If your “frog” is a bigger task, break it into subtasks you can finish in this block. You’ll benefit from completing a daunting task before moving on to your other tasks for the day.

Image represents RICE Prioritization method

RICE

RICE is a prioritization method that stands for reach, impact, confidence, and effort.

To start, you evaluate the reach of a task. How many people or events will be effected?

The next step is evaluating impact. How much does the task contribute to the overall goal? This should be quantified using the following scale:

  • 3 for the biggest impact
  • 2 for high impact
  • 1 for medium impact
  • 0.5 for low impact
  • 0.25 for minimal impact

Now it’s time to assess confidence. How confident are you about the impact of the task? What’s the likelihood it’s as important or valuable as you think? To quantify this, use a multiple choice scale: 100% is high confidence, 80% is medium, and 50% is low.

Finally, how much effort is required? This is how much time and resources a project takes, calculated with “people * months.” For example, a project that takes a month and one team member could be 1*5 (lower effort), while a task that takes a couple of days and 3 team members could be 3*2 (higher effort)

Once you’ve set all the variables, you can apply the formula:

RICE = (Reach * Impact * Confident) / Effort

This framework can be beneficial for project managers trying to consider multiple factors when resource planning.

Image represents ICE Scoring Model

ICE Scoring Model

Like RICE, the ICE Scoring Model considers a project’s impact, Confidence, and Ease of a project when determining its priority.

Impact considers how much the task will affect one key metric. Confidence is the certainty that the project will produce the expected impact. And ease is based on effort.

However, the formula looks a bit different than RICE. Each item is ranked on a scale of 1-10 for each of the 3 values. Then, those numbers are multiplied to determine an ICE Score.

Since the values are equally weighted, the formula is easy-to-use and can clearly indicate how important a project is. But since it’s subjective, there might be better methods for large teams with complicated variables.

Chunking

Chunking is a technique that helps limit multitasking and manage procrastination by grouping tasks into manageable chunks which can be done in order.

Practically speaking, this means dividing working hours into blocks dedicated to a specific purpose. It’s best to go as far as blocking times in your schedule to complete the tasks and avoid distractions during that time.

Here are a few tips for chunking to be effective:

  • One task at a time. Rather than using your chunks to toggle between tasks, stick to one task at a time. This allows for deeper focus and less distraction.
  • Honor your time blocks. When you have time on the calendar for a set task, stick to them. Rather than getting pulled into other jobs or getting distracted, set yourself up for success by turning off notifications, setting a timer, charging up your laptop, or doing whatever else is needed to stay focused.
  • Review and repeat. After you’ve started with chunking, take some time to review your results. Has it been working for you or your team? Do you need to shift the time you allocate to a given project? Review as necessary, and repeat.

Image represents The Hundred Dollar Method

The Hundred Dollar Method

The Hundred Dollar Method – also called the Hundred Dollar Test – is a method for prioritizing, considering the input of many stakeholders.

Here’s how it works: each stakeholder gets “one hundred dollars” – you can think of this as points allowing each user to vote towards features or priorities. Once everyone allocates their hundred points, you’ll have a more comprehensive view of which tasks are considered a priority by everyone involved.

This technique is good in that it considers the input of diverse stakeholders and forces each person to prioritize, understanding there are limited resources. It can also be combined with MoSCoW Prioritization (more on that below), where tasks are prioritized into groups based on how many total points they receive.

ABCDE method.

The ABCDE method uses the alphabet’s first letters to quantify the importance of your tasks.

To apply it, you’ll go through your task list and assign a letter value to each task according to its level of importance, with A tasks being top priority and E tasks being low priority.

Limit your A tasks to three tasks, and then prioritize those tasks before moving on to B tasks. You’ll then complete B tasks before moving on to C tasks, etc.

The ABCDE method is beneficial because of its simplicity and can easily be combined with “eat the frog” to manage your to-do list.

MoSCoW Prioritization

MoSCoW stands for “must have, should have, could have, and won’t have.” Like the Eisenhower Decision Matrix, it challenges you to place tasks into one of these four categories.

  • Must have are the most critical requirements, features, or tasks in a project.
  • Should have are requirements that are important but not urgent.
  • Could have are beneficial things, but that won’t cause damage if they’re skipped
  • Won’t have are tasks you can eliminate for now or implement later.

The MoSCoW Prioritization is helpful for its simplicity and agility and is best used on small tasks or projects.

Other prioritization techniques

This list has only scratched the surface of prioritization and project management techniques. Want to learn more? You might also check out the Kano Model, Story Mapping, and other techniques to determine what works best for your organization.

Image represents tasks scheduling

3. Scheduling tasks and other tips for success

With your list created and your priorities in place, it’s time to move on to implementing your priorities and staying on track. Here are a few of our tips on how to prioritize tasks at work with the help of scheduling.

When and how often to prioritize tasks at work?

Effective prioritization requires regularly evaluating your priorities as your projects and goals change.You might introduce a daily, weekly, or monthly practice for setting big-picture priorities, but you might prioritize daily for smaller projects.

For example – you might have a monthly calendar event where you reevaluate your categories, goals, or take inventory of your projects. You could create a to-do list every week, built around your priorities. And each day, you might order your most urgent or important tasks based on what you can realistically achieve. Anything that doesn’t get finished then gets put to the top of the list for the next day.

Creating your to-do list

Your prioritized task list will become the basis for your to-do list. Rather than a list of aspirations, ideas, and do-somedays, aim to create a to-do list with daily tasks based on your priorities. Some aspects of a good to-do list are that tasks are…

  • Specific. Everything on your to-do list should be specific. Audit your to-do list and add detail on anything that’s not crystal clear. Your to-do list should be action-oriented rather than aspirational.
  • Achievable. Another critical difference between a to-do list and your task list with goals and long-term projects is that it should be achievable. Rather than listing ongoing tasks, break them out further into action items. Be sure to set realistic time estimates and honestly assess what you can realistically finish in a fixed period when creating yours.

You might have a to-do list that you create daily or weekly. What’s important is that it offers a clear overview of everything that needs to be done and provides detail on their priority level.

Schedule it in

Once you understand your to-do list, the best way to achieve it is to schedule time for each of the tasks and stick to it. This doesn’t just mean setting deadlines or a goal to finish something “by the end of the week.” Instead, you might benefit from Timeboxing, where you create a dedicated time to complete a task. This ensures that you realistically evaluate how much time a project will take and notice when you’re getting off schedule so you can reprioritize as you go.

Still need some guidance? More on the advantages of project scheduling.

Image represents task priorities

4. Putting it all together

Now, you’ve created a task list, prioritized tasks, and made a schedule to help you finish everything. The last thing we want to talk about is putting it all together. This means not just doing the groundwork but staying consistent and following through to reach better outcomes.

Complete tasks when you say you will.

The importance of accountability – to yourself and others – is a vital part of prioritization. Whenever we create a to-do list or task list that is unrealistic, unclear, or otherwise unachievable, we break trust in ourselves. We signal to our brain that deadlines are flexible or reinforce negative beliefs that we will, in fact, “never get it all done.”

So completing tasks when you say you will is more than just a productivity goal. Instead, you can think of this as a practice that will help you build accountability with yourself and create a pathway to more productivity. Here are some ideas about how you can build accountability and trust into your culture.

Keep others updated.

We are only human, so there will still be times when we experience delays, or things take longer than we think they will. On the other hand, sometimes, we could finish things early or need fewer resources than expected.

The key here is communication! Make updating others part of your new prioritization process. This is especially important when working remotely or asynchronously. Whether it’s blocking some time each week to email clients about the status of their project or introducing a project management tool that notifies team members when a task is ready to be taken over, this helps keep everyone on the same page and projects moving ahead smoothly.

Notice resistance, and push through.

Prioritization goes against our human instinct for quick wins. Our brains prefer delaying essential tasks for the immediate satisfaction of easy ones! So to learn how to prioritize tasks at work, we need to rewire our reward system.

Do your best to create a plan that you can stick to. Rather than jumping between methods or techniques or reverting to old inefficiencies, commit to trying something for a set period before deciding whether it works. Change is always a struggle, so anticipate that these new methods might be hard and commit to trying anyway.

Stay adaptable and reprioritize as needed.

That said, being successful always requires staying flexible and open to change. After trying a prioritization technique or doing it routinely, take stock of what’s working and what’s not.

Reviewing priorities regularly gives you a chance to improve and realign as needed for the best possible outcome.

13 Work Habits for Career Success: It’s Easier Than You Think

work habits

Do you ever feel like you’re stuck in a rut at work? Are you struggling to achieve the success you know you’re capable of? You’re not alone.

Many people find themselves held back in their careers by bad habits that they can’t seem to shake. But the good news is that these habits can be overcome.

The first step to developing good work habits is to develop an understanding of how habits form in the first place. Habits are often formed as a result of repetition and reward. If you do the same thing over and over and get positive feedback or a reward, your brain associates that behavior with the positive outcome and reinforces it as a habit.

It’s all too easy to fall into the trap of doing things the way you’ve always done them, even if those habits are holding you back.

But don’t worry, we’re here to help. In this post, we’re going to explore 13 work habits that can elevate your success. We’ll also introduce you to the “4 Horsemen of Career Destruction” and explain how they can be overcome.

So, if you’re ready to take your career to the next level, keep reading!

The 4 Horsemen of Career Destruction

The 4 Horsemen of Career Destruction

As you navigate your career, you’ll face many challenges that can hold you back. Four of the most common challenges, which we call the “4 Horsemen of Career Destruction,” are self-doubt, lack of focus, procrastination, and burnout.

These destructive behaviors can creep up on you slowly and impact your productivity, motivation, and overall success. Here’s a snapshot of the impact…

  • Self-doubt can cause you to second-guess yourself, doubt your abilities, and question your worth as an employee or professional.
  • Lack of focus can make it difficult to concentrate on tasks, complete projects on time, and achieve your goals.
  • Procrastination can lead to missed deadlines, poor-quality work, and added stress.
  • Burnout can cause physical and emotional exhaustion, decreased job satisfaction, and even physical illness.

Horseman 1: Self-doubt

At some point in your career, you’ve probably asked yourself, “Do I have what it takes to succeed in my job?” If so, then this is a sign of self-doubt.

And unfortunately, for many, this is their biggest roadblock to success.

The truth is, this feeling of not being good enough can be crippling and can stop you from taking risks, speaking up in meetings, or asking for help when needed. All of those can be misinterpreted by your team members as laziness.

The key to overcoming self-doubt is to build your confidence and practice self-compassion. Instead of focusing on the negative, remind yourself of your successes and the skills that you have. Cultivate a supportive network of colleagues and mentors who can help boost your morale when needed.

Horseman 2: Lack of Focus

Are you easily distracted? Do tasks take longer than expected? This could be a sign that you’re struggling with your ability to focus.

If you want to boost your focus, organization, and productivity, prioritize the most important tasks first. How? Take a significant portion of your time to set realistic deadlines for yourself; break down larger jobs into smaller goals that are easier to accomplish.

By doing this, you can enjoy a sense of accomplishment as you reach each milestone along the way. If needed, take regular breaks throughout the day to refresh your mind. Many people find breathing exercises or mindfulness practices to be helpful in calming the mind and refocusing on tasks.

Horseman 3: Procrastination

Putting off tasks until the last minute can wreak havoc on your productivity. It’s easy to get caught up in the day-to-day grind and push projects to the back burner, but this can lead to missed deadlines and increased stress.

To break the procrastination habit, it’s important first to identify why you’re delaying tasks. Are you feeling overwhelmed? Overly anxious about the outcome? Once you understand the underlying cause of your procrastination, you can take steps to address those issues.

For example, if feeling overwhelmed is an issue, break down large tasks into smaller, more manageable pieces that you can tackle one at a time. If anxiety is the root cause, take some deep breaths and practice relaxation techniques before beginning the task.

Horseman 4: Burnout

Working too hard and for too long can lead to burnout. This feeling of exhaustion can affect your physical and emotional well-being, as well as your productivity.

If you’re feeling burned out, it’s important to take a step back and evaluate your work/life balance. Make sure that you’re taking the time to rest, recharge, and take care of yourself. Try to find something enjoyable or relaxing each day, whether it’s a walk outside or an online yoga class.

The key is awareness…

The key to breaking free from the “4 Horsemen of Career Destruction” is awareness. Awareness brings to the surface the bad habits that are keeping you from succeeding. That’s why it’s important to take regular pauses throughout your day to check in with yourself, reflect on how you’re feeling, and recognize any negative patterns that might be affecting your work.

Once these bad habits are brought to your attention, you can start replacing them with more productive ones that will propel you to success.

While these bad habits can be powerful, it’s important to understand that they don’t have to define your career. You can overcome them. And to overcome them, it’s important to practice self-compassion and be patient with yourself.

Set clear goals and break larger tasks into smaller, more manageable steps. Take breaks when you need them and make time for self-care. Your future self will thank you.

13 Work Habits That Will Catapult Your Career to Success

13 Work Habits That Will Catapult Your Career to Success

As you strive to elevate your career, developing good work habits can make all the difference. By replacing negative behaviors with positive ones, you can set yourself up for success. Here are 13 work habits to cultivate for career success:

1. The Early Bird Habit: Rise and Shine for Productivity

There’s a reason why the saying “the early bird catches the worm” has been around for centuries. Research has shown that people who wake up early are more productive, have better mental health, and are more successful in their careers.

In fact, some of the most successful people in the world are early risers. Apple CEO Tim Cook, former First Lady Michelle Obama, and Virgin Group founder Richard Branson all wake up before 6 am to start their day.

So, how can you develop the “early bird habit?” Here are some tips to get you started:

  1. Gradually adjust your wake-up time: If you’re used to sleeping in until 9 am, don’t expect to suddenly start waking up at 5 am. Instead, gradually adjust your wake-up time by 15-30 minutes each day until you reach your desired wake-up time.
  2. Establish a consistent bedtime routine: To ensure you’re getting enough sleep and waking up feeling rested, establish a consistent bedtime routine. This could include avoiding screens for an hour before bed, reading a book, or practicing relaxation techniques.
  3. Use light to your advantage: Exposure to natural light in the morning can help regulate your circadian rhythm and make it easier to wake up. Try opening your curtains or going for a walk outside to get some sunlight.
  4. Plan your day ahead of time: Knowing what you need to accomplish during the day can make it easier to wake up and get started. Take a few minutes before bed to plan out your schedule for the next day.

By adopting the early bird habit, you can kickstart your productivity and set yourself up for success in your career. So set that alarm, rise and shine, and start your day off on the right foot.

The Goal-Setter Habit Set Clear Objectives

2. The Goal-Setter Habit: Set Clear Objectives

Having clear goals is an important habit that can help you do well in your career. The power of clarity cannot be overstated. When you have a clear understanding of what you want to achieve, you can better prioritize your time and resources, stay focused, and make decisions that are aligned with your goals.

However, there are some common misconceptions related to goal setting. One of the most common is that it’s better to keep your goals broad and general so that you have more flexibility.

But the truth is, setting specific, measurable goals is much more effective in helping you make progress and achieve success.

As the famous writer Antoine de Saint-Exupéry once said, “A goal without a plan is just a wish.” So, to develop the goal-setting habit, start by…

  1. setting clear, specific objectives that are aligned with your long-term career goals.
  2. Break down each objective into smaller, more manageable steps, and create a timeline for achieving each step.
  3. Write down your goals and review them regularly, adjusting as needed.
  4. Use tools like a planner or productivity app to help you stay on track.
  5. And don’t forget to celebrate your successes along the way.

By developing the goal-setting habit, you can create a roadmap for success and achieve your career aspirations. Remember the words of Zig Ziglar, “A goal properly set is halfway reached.”

3. The Organizational Habit: Clear Your Workspace

Have you ever heard the saying, “A cluttered desk is a sign of a cluttered mind?” There’s a reason for that. Our surroundings can have a powerful impact on our thoughts and actions. If your workspace is messy and disorganized, it can be hard to concentrate and get work done.

But don’t worry; organizing your workspace doesn’t mean you have to strive for perfection or spend hours cleaning. It’s about simplifying and creating a space that works for you.

One common myth about organizing is that it’s only for perfectionists and list people. However, anyone can benefit from having an organized workspace. It can save you time and reduce stress by allowing you to locate the items you need quickly.

  1. To start, create a metaphorical blank canvas by removing everything from your workspace.
  2. Then, only bring back what you need and use it on a regular basis.
  3. Consider investing in storage solutions, such as file folders or desk organizers, to help keep your items in place.

As author and organizing expert Marie Kondo says, “The objective of cleaning is not just to clean, but to feel happiness living within that environment.” By creating a clear and organized workspace, you can improve your productivity, reduce stress, and feel happier and more in control of your work environment.

The Prioritization Habit: Learn to Prioritize

4. The Prioritization Habit: Learn to Prioritize

Prioritization is one of the most important habits you can develop if you want to achieve success in your career. Yet, it’s also one of the most difficult habits to master. There’s always a sense of urgency around tasks, and it can be hard to determine which tasks are truly important.

Learning to prioritize effectively takes practice, but it’s a skill that anyone can learn. One way to get started is by developing an “eye for importance.” This means learning to recognize which tasks are urgent, which tasks are important, and which tasks can wait.

Another useful technique is the Eisenhower Matrix, which is a simple tool for prioritizing tasks based on their importance and urgency. With this matrix, it’s easy to see which tasks need to be done right away and which can wait until later.

It’s important to remember that prioritization isn’t about perfectionism. It’s about simplifying your workload and focusing your efforts on the tasks that will have the biggest impact. As you practice this habit, you’ll begin to see which tasks truly deserve your attention and which can be delegated or put aside.

Famous business leader Stephen Covey once said, “The key is not to prioritize what’s on your schedule but to schedule your priorities.” By learning to prioritize effectively, you’ll be able to make the most of your time and achieve your goals with greater ease.

5. The Time Management Habit: Manage Your Time Wisely

Never mind bad habits. Not properly managing your time can have an even bigger impact on your career success. Time is a precious commodity, and it’s important to use it wisely if you want to achieve success in your field.

But how do you go about mastering the art of time management? The first step is to identify where your time is going. Start by tracking your daily activities and noting how much time you spend on each task. Once you have this information, you can begin to look for areas where you can improve or streamline the process.

You should also create a plan of action for accomplishing tasks. Set deadlines with realistic expectations and break down complex tasks into smaller chunks that are more manageable.

Finally, it’s important to learn to say no. Saying yes to every opportunity can prevent you from focusing on the tasks that truly matter and put your career at risk. Instead, aim for quality over quantity and prioritize the tasks that will have the biggest impact on your success.

6. The Continuous Learning Habit: Keep Learning

Knowledge is powerful, and if you can get a thirst for it, you’ll be able to keep learning and advancing in your career. This doesn’t mean enrolling in formal education programs or getting a degree; rather, it means constantly being open to new information and opportunities to learn.

This could involve reading books and articles related to your field, attending workshops or seminars, engaging in conversations with colleagues, or even listening to podcasts.

Continuous learning is important because it allows you to stay up-to-date on new trends, technologies, and strategies that can help you in your career. Plus, it’s a great way to keep your enthusiasm and motivation alive; as they say, “You can never learn too much.”

So make it a habit to seek out new knowledge and use it to stay ahead of the curve. With this habit, you’ll be sure to become an indispensable asset in your industry.

7. The Accountability Habit: Take Responsibility

We all make mistakes, but what sets successful people apart is their willingness to take responsibility for them. It can be tempting to blame others or make excuses when things go wrong, but this only leads to a lack of accountability and a culture of finger-pointing.

Taking responsibility for your actions is a powerful habit that can help you learn from mistakes, build trust with colleagues and superiors, and ultimately achieve greater success in your career.

One common misconception about taking responsibility is that it means admitting failure or weakness. However, owning up to mistakes shows strength, self-awareness, and a willingness to grow and improve. As the famous quote by Albert Einstein goes, “A person who never made a mistake never tried anything new.”

Another force that can prevent us from taking responsibility is the pressure of perfectionism. We may fear that admitting a mistake will make us appear incompetent or damage our reputation. However, the opposite is often true – acknowledging and rectifying a mistake can actually increase respect and trust from others.

To develop the accountability habit, start by being honest with yourself and others when you make a mistake. Avoid making excuses or blaming others. Instead, focus on finding a solution and preventing the mistake from happening again. This can also involve setting clear expectations and communicating openly with your team or superiors.

Remember, taking responsibility isn’t about being perfect – it’s about being willing to learn and grow from your mistakes. By practicing this habit, you can build a culture of accountability in your workplace and achieve greater success in your career.

The Networking Habit Build Your Network

8. The Networking Habit: Build Your Network

Have you ever read the book, “Never Eat Alone”? If not, here’s the gist: networking is a key ingredient for success.

In today’s economy, it’s essential to build and nurture relationships with people in your field. This could include colleagues, industry professionals, or even potential business partners. The more connections you have, the more opportunities you’ll create for yourself.

To develop the habit of networking, start by reaching out to people in your industry and setting up coffee meetings or lunch dates. You can also attend conferences and workshops or join professional groups online. The key is to listen more than you talk, be genuine in your interactions, and offer value to those with whom you are connecting.

Networking is also a great way to learn more about your industry and stay ahead of the curve. When you meet with people in your field, ask questions and listen closely to their answers. This will give you insight into what’s working for them and allow you to gain valuable knowledge that could help you in your career.

By developing the networking habit, you’ll build relationships that can lead to important opportunities and advancements in your career. So start reaching out and growing your professional network today.

9. The Communication Habit: Communicate Effectively

Writing and speaking well are essential skills for career success. After all, how can you make your point heard if you can’t communicate effectively?

Good communication is about more than just grammar and structure. It’s also about being able to clearly articulate your ideas and connect with others on an emotional level. To develop the communication habit, start by focusing on how you come across in writing and speaking.

Make sure your emails, presentations, and other content is clear, concise, and error-free. When delivering a message in person or via video call, practice active listening and be aware of body language cues. Additionally, try to stay away from long-winded speeches – instead, focus on the key points and how your message relates to others.

By developing this habit, you can become a better communicator and get noticed for your ideas.

 The Adaptability Habit: Embrace Change

10. The Adaptability Habit: Embrace Change

Too much change isn’t always a good thing. But if you want to move up in your career, you need to be able to change and take advantage of new opportunities.

With the continuous advancements in technology and disruption of traditional industries, it’s important to stay up-to-date on trends and keep learning. Whether you’re changing roles or industries, expanding your network, or looking for new opportunities, staying open to change will help you maximize your potential.

To develop the adaptability habit, start by getting out of your comfort zone and learning something new. You can learn more about your field by going to seminars and workshops, signing up for online classes or mentorship programs, or just reading books and articles about it. Expanding your knowledge base is a great way to stay ahead of the competition and open new doors.

So don’t be afraid to challenge yourself, embrace change, and take risks. With the right mindset and work, you can make adaptability a habit and be more successful in your career.

11. The Positive Mindset Habit: Think Positively

Don’t think that career success is beyond your reach. With the right attitude and effort, anything is possible.

Having a positive mindset will help you stay motivated, take risks, and find creative solutions to problems. To make this a habit, you should first look for the good in every situation and stop thinking negatively. Whenever you run into an obstacle or feel like giving up, remind yourself of your goals and how you’re going to reach them.

You should also celebrate your successes, no matter how small they are. This will help you stay focused and remain positive even when things don’t go as planned. Finally, surround yourself with people who share similar goals and can push you to be the best version of yourself.

So start your journey to success with a positive mindset today, and you’ll be amazed at what you can accomplish.

12. The Work-Life Balance Habit: Balance Your Life

12. The Work-Life Balance Habit: Balance Your Life

You might think that working long hours and sacrificing your personal life is necessary for career success, but that’s simply not true. In fact, having a good work-life balance is crucial for overall happiness and fulfillment in life.

Think about your future self – will you look back and regret not spending more time with loved ones or pursuing hobbies and interests outside of work?

To achieve a healthy work-life balance, start by asking yourself these five questions:

  1. How much time am I spending on work each day, and is it reasonable?
  2. Am I making time for activities that bring me joy and relaxation outside of work?
  3. Do I have enough social support in my life?
  4. Am I taking care of my physical and mental health?
  5. Am I setting boundaries and saying “no” when necessary?

Remember, achieving a good work-life balance isn’t about being perfect or achieving a specific ratio of work to personal time. It’s about finding a balance that works for you and prioritizing the things that matter most in life.

Make time for hobbies, exercise, time with loved ones, and other activities that bring you joy and fulfillment. This will not only improve your overall quality of life but can also boost your productivity and success in your career.
So take a step back, evaluate your priorities, and start making small changes to achieve a healthier work-life balance. Your future self will thank you for it.

13. The Self-Care Habit: Take Care of Yourself

For a healthy work-life balance and long-term success, it’s important to take care of yourself. But what does “self-care” mean?

Think of it like a garden – you need to tend to it regularly in order for it to thrive. Self-care is about nourishing your mind, body, and soul to help you feel your best and be your most productive self.

There are four main categories of self-care: physical, emotional, social, and spiritual. Physical self-care includes activities that keep your body healthy, such as exercise, eating well, and getting enough sleep.

Emotional self-care involves taking time to process your feelings and manage stress, through activities like journaling, therapy, or meditation.

Social self-care means nurturing your relationships with others, whether it’s spending time with friends or joining a community organization.

Spiritual self-care is about finding meaning and purpose in life, whether through practicing a religion, spending time in nature, or exploring your passions.

Here are some steps you can take in each of these categories to practice self-care:

  • Physical: Make time for regular exercise, whether it’s going for a walk, hitting the gym, or doing yoga. Eat a balanced diet that includes plenty of fruits, vegetables, and whole grains. Get enough sleep each night, aiming for 7-9 hours.
  • Emotional: Take time to process your feelings, whether through journaling, talking to a friend, or seeing a therapist. Practice stress-reducing activities like meditation, deep breathing, or progressive muscle relaxation.
  • Social: Make time for the people who matter to you, whether it’s scheduling a regular date night with your partner or joining a club or organization that aligns with your interests. Reach out to friends or family members you haven’t spoken to in a while.
  • Spiritual: Find activities that bring you joy and meaning, whether it’s spending time in nature, volunteering for a cause you care about, or practicing your faith.

Remember, self-care isn’t selfish – it’s necessary for your well-being and productivity. By taking care of yourself, you’ll be better equipped to tackle the challenges of work and life.

Conclusion

Congratulations! You’ve made it to the end of our guide. By now, you should have a solid understanding of the habits that successful people practice regularly and how these habits can help you achieve your career goals.

Remember, developing good work habits takes time and effort, but the payoff is well worth it. By incorporating these habits into your daily routine, you can increase your productivity, improve your job satisfaction, and ultimately, achieve greater success in your career.

So take the time to reflect on your current habits and identify areas for improvement. Use the tips and strategies we’ve provided to start developing new, positive habits that can help you reach your full potential.

By committing to these 13 work habits, you’ll be well on your way to achieving the success you desire. Good luck on your journey!

“What time is it there?” Asynchronous work, explained.

asynchronous work

The last years have brought a radical shift in the way we work. Even with the ease of social distancing and COVID-19 guidelines, it’s become clear that the changes we thought temporary are here to stay. Major companies making their remote work policies official or selling off their offices in favor of a dispersed working model. Employees moving away from cities, and talent pools going global. We’re entering an era where remote work is just work. And with it comes a natural shift to more asynchronous work.

What do we mean by asynchronous work? We’ll get into it below, but put simply, it’s a work style that doesn’t depend on employees to be working at the same time. And according to the Harvard Business Review, remote work should be mostly asynchronous.

Ways of working that once seemed impossible are now the default. Virtual meetings over in-person ones. Pre-recorded trainings over daylong sessions in the meeting rooms. Signing on in sweatpants after dropping the kids at school over 9 am in the office. Collaboration tools over kitchen whiteboards. Office gossip over messenger rather than kitchen chats.

Companies hoping to stay successful following this dramatic shift in how people communicate collaborate will need to make cultural changes, reimagine communication, rethink processes, and experiment with new work concepts. And effectively adapting to this new way of working could be the difference between businesses that thrive in the long run and those that struggle to attract talent, retain employees, or maintain pre-pandemic productivity.

Want to try some things out? We talk a lot about Remote Work here at Teamly, and today we’re getting into detail about asynchronous work. What is it? How is it different from synchronous work? What are some of the benefits and challenges of asynchronous work? Finally, and perhaps most importantly, how can you introduce asynchronous work to your team?
Let’s get into it.

What is asynchronous work

What is asynchronous work?

We’ll start with a definition: what is asynchronous work?

A simple definition is that it’s a way of working that doesn’t require people to work simultaneously or in the same place to collaborate. It’s a model commonly adopted by remote teams that reduces dependencies and encourages action.

While it doesn’t necessarily mean teams take less time to complete a task, it might mean that multiple tasks can be running consecutively, or the points where the team combines or collaborates are different to allow for greater flexibility, productivity, or flow.

What is the difference between synchronous work and asynchronous work?

If you’ve always worked with synchronous processes, the concept of asynchronous work can be hard to grasp.

A relay race makes a great analogy. In both synchronous and asynchronous work, each team member must complete a portion of the work for another team member to continue. The key difference between synchronous work and asynchronous work is that team members don’t necessarily need to be working simultaneously to get things done. For example, a team member might “hand off the baton” with an email waiting in their colleague’s inbox when they get online the following day. Effectively, the team can collaborate without the limits of geography, timezone, or real-time collaboration.

But since every team or project will have varying levels of dependency, moving towards asynchronous work means changing how you think of contribution and collaboration. For example…

  • Asynchronous work is more about goals, while synchronous work is more about time. This means setting tasks, deadlines, and outcomes rather than relying on fixed working hours and meeting times.
  • Asynchronous work relies on defined workflows and processes rather than dependencies. To be successful with asynchronous work, you’ll want to introduce transparent workflows and processes. This ensures that employees know how to complete and hand off tasks without anything slipping through the cracks.
  • Asynchronous work favors documentation rather than repetitive communication. Since you can’t rely on in-person updates or hours when everyone’s online, creating adequate documentation ensures that team members can approach tasks autonomously and make informed decisions when unsure.
  • Asynchronous work requires more trust than control. In the absence of a physical workplace or standard working hours, employers will need to have more trust that their employees are capable of handling their work without oversight.
  • Asynchronous work tends to work better with remote teams than synchronous work. Remote work can mean anything from asynchronous work from home in the same city to working across time zones. Regardless of what kind of your team’s remote work arrangement, asynchronous work has significant advantages in remote work.

Benefits & Challenges of Asynchronous Work

Benefits & Challenges of Asynchronous Work

Depending on your background, asynchronous work might sound like an excellent option for your team or a nearly impossible task. Before we get into how to switch your remote team to asynchronous work, let’s talk a bit about the benefits and challenges of asynchronous work so you can decide if it’s the right fit.

Benefits of Asynchronous Work

Asynchronous work is more flexible. And we mean flexible in every sense of the word. Asynchronous work might allow employees to set their hours – they can work when they’re most productive or when it fits best into their schedule – so long as they get their work done. With this newfound freedom, employees might choose to pick their kids up from school or swap a weekday for a Saturday. Some folks might work until late while others clock on before taking their dog for a morning walk. Others might fly to Bali for a month and work 9-5 there. It doesn’t have to be extreme. You can also offer a limited asynchronous work schedule that allows employees to choose their start time within a few hour band.

You might also allow the flexibility of location independence, where employees can work from home or anywhere with a WiFi connection. For example, location independence might let them visit family or take a working holiday. Perhaps they’ll clock in from their kitchen table or a nearby coworking space. The key here is that asynchronous work allows greater flexibility for employees and teams in whatever form it takes.

From an employer perspective, asynchronous work can bring flexibility by reducing dependencies and having a more strict process for communication. Employees can complete tasks without an over-dependence on other team members, and this benefit might completely change how you manage.

Asynchronous work can be more inclusive. While there are plenty of barriers to access, creating a remote team is one way that you might create a more diverse or inclusive organization.

One prominent example is that by removing geographical or timezone limits, you expand your candidate pool to include talent outside urban areas or geographic boundaries. Some teams limit remote hiring to employees in the same state, while others can look worldwide for specialized talent or start a satellite team in a region that will better serve their clients.

A more inclusive workforce might also create opportunities for people who do better with asynchronous work – introverts, neurodiverse people, etc. Moving away from real-time communication can create space for people with different communication and work styles. For example, members of the team who are shy to speak up but assertive writers can have their voices heard. Alternatively, an employee who an office environment may have overstimulated would be able to contribute and collaborate more effectively.

Asynchronous work can mean fewer interruptions and more flow. Synchronous work includes meetings, emails, messages, over-the-shoulder chats, and plenty of other disruptions to a smooth workflow. And these aren’t all bad! Though, some studies show higher productivity for remote or asynchronous teams than synchronous ones.

Challenges of Asynchronous Work

Asynchronous work has some practical issues. Everything from scheduling to tracking productivity can be more complicated with asynchronous work. For example, some still prefer synchronous work or a centralized office that will favor these employment opportunities.

Asynchronous work is a shift from the norm. Workplace norms have been shaped by society and repeated for much of our working lives. That’s why shifting to asynchronous work can initially be met with some resistance. It challenges our ways of communicating and conventional means of collaboration. It requires new processes and documentation that didn’t exist previously. Shifting to asynchronous work requires a commitment to new ways of working at almost every level, which can take time to get used to.

Asynchronous work can make communication and connection harder. When teams aren’t working together or perhaps even online at the same time, remote teams can lose the connection and camaraderie of the in-person office. Managing that requires an increased effort from managers to ensure that there’s some cohesion amongst the group. Additionally, there are more grounds for communication challenges without a shared environment or culture. Making a successful transition to remote work might require additional training for employees to ensure things run smoothly.

Since we’re all for remote work at Teamly, let’s get to the actionable steps you can take to shift your team to asynchronous work. If you’re curious about other challenges, take a look at this article on the challenges of managing remote employees.

How to switch your remote team to asynchronous work

How to switch your remote team to asynchronous work

Create an asynchronous work culture

While plenty of changes are required in the transition to asynchronous work, perhaps none are as important as culture. Even with processes in place and a carefully selected tech stack, an asynchronous team will only thrive so long as a work culture supports it.

Let’s get into what we mean. To create an asynchronous organization, you should bake asynchronous work into every part of your business – from hiring to training to daily operations. The most important thing is that this initiative comes from the top. Company leaders and management must model the values of asynchronous work, not just talking about them but living by them.

Above, we defined some of the tenants of asynchronous work: valuing goals over time. Processes rather than dependencies. Documentation rather than repetition. And trust over control. Creating an asynchronous work culture might also mean creating a culture of action. One where employees use common sense and are empowered to make decisions if there’s something they don’t know.

Creating an asynchronous work culture relies on completely changing how employers and employees think about work. And since most of these values go against the work cultures most of us are familiar with, it’s so critical that employees see them modeled, explained, and repeatedly affirmed by management for it to sink in.

Switching to asynchronous communication

While synchronous communication may refer to meetings, calls, coffees or lunches, or real-time messaging, asynchronous communication is a communication style that still fosters communication but relies less on immediate response to move forward. This might include a shift to project management tools, centralized communication channels, video recordings, etc.

Collaboration tools can support an asynchronous team – here are a few of our favorites – but technology alone won’t be the only shift required to go asynchronous. More critical is putting into place set processes and protocols.

Some common challenges with asynchronous communication are dependencies – where one team member needs a response to move forward – or information silos – where information is not centralized, and remote teams miss critical updates.

Building a successful asynchronous team means introducing processes and protocols where previously there were none. This might look like detailed documentation, written procedures, communication trees, and shared expectations over response times and communication channels. No more kitchen chats, forgetting to check Slack, or one-off emails! Even while employees enjoy more autonomy over their time, this is one area where tighter boundaries benefit everyone. If you’d like some support with this process, here’s our guide on how to create an internal communications strategy.

What about emergencies? Are servers down in Singapore? How does the team in San Francisco get the update? Create a communication channel specifically for emergencies or have a delegated contact person in each time zone who’s responsible for emergency response.

Limiting meetings in favor of the important ones

Most employers know that meeting overload is costing them precious time and resources. Fewer meetings can be one of the most compelling arguments for employers to shift to asynchronous work. Without a shared office or working hours, remote teams rely on a daily standup or all-hands meeting where all team members are online simultaneously. The same might go for 1:1s or projects requiring real-time communication to progress. But limiting meetings is a good place to start if you want to move your team to asynchronous work.

Limiting meetings might begin by listing all meetings on your and your teams’ calendars. From there, identify which ones can be cut, which can be combined, or which ones can be made asynchronous. An “asynchronous meeting” might mean a pre-recorded video that employees can watch when they’re online, or it could mean switching the format entirely to a Slack message, email, or cloud-based tool. Then, audit your meetings regularly to see how it’s working.

Set expectations with employees about what topics require a meeting and what could be better handled by a message or tag in the task management tool. This shows greater respect for people’s time and allows employees more time for uninterrupted work.

Respecting the calendar

Respecting the calendar

With fewer meetings comes great responsibility.

We’ve all heard it before. “Just got caught in a meeting – can we meet in 30 minutes?” Ugh. The person who is chronically late or rescheduling meetings? While this can work in synchronous work, asynchronous work requires greater respect for scheduling. This is especially true if you’re working with a team dispersed across time zones.

Since asynchronous work allows for fewer meetings, employees must honor scheduled events when they are scheduled. This also means maintaining a calendar that’s up-to-date and complete with joining information, meeting topics, and anything else required to keep these productive, organized and reduce any loss of information between communications.

Creating opportunities for connection

Remote teams often miss out on the connection of teams who work together in an office. This is especially true for teams working asynchronously. Fewer touchpoints, meetings, or real-time check-ins can easily lead to breakdowns in communication or frustration if not managed appropriately.

So consider introducing opportunities for connection for your asynchronous team. It might be virtual team-building events or coffee chats. Perhaps there’s a virtual environment or channel where employees can cowork or chat if they’re both online at the same time. Post icebreakers on your messaging channel or have new employees submit a video introduction so the team can get to know each other.

And while we’re all for remote work and asynchronous work – there’s still a time and a place for in-person connection. Whether it’s a simple meetup or a company retreat, the time invested in fostering an authentic human connection between employees will make a positive impact on your remote team’s cohesiveness.

Choosing the Right Tech Stack for your Asynchronous Team

Alright – after all this, we’re finally ready to tell you what tech you might benefit from for your asynchronous team. We’ve covered some of the critical tools below, but you might want to start with this article on how to choose a tech stack to select the right tools from your team.

Asynchronous messaging. An asynchronous messaging app allows employees to start, pause, or return to a conversation when they have time. Stick to tools where notifications don’t disappear as soon as the window is closed or messages aren’t deleted after a short period. Tools like Slack or Teamly can help with that.

Project management tools. Remote teams benefit from having a cloud-based project management tool where tasks, projects, and collaboration can be updated. Some key features to look out for when selecting a project management tool for your remote team are real-time collaboration, task management, time tracking, reports & analytics, customizable workflows, and screen capture. Still, there are lots of options to choose between. Get started with this article on project management tools to find the one that will work best for your team.

Asynchronous meetings & team updates. Zoom, Google Hangouts, Microsoft Teams, and the list goes on. To be successful with asynchronous work, settle on a platform for your team’s virtual meetings and stick to it. This ensures less wasted time with employees trying to find meeting links or joining empty rooms.

Asynchronous video & file storage. Since your team might be meeting less in real time, you also want to add asynchronous video into your tech stack. This tool will be used to pre-record meetings, trainings, or other documentation and stored or shared for later watching. It’s best to choose something interactive and a storage solution that supports various media types so you can organize this information in an easy-to-access, easy-to-share way.

Intranets. Having an intranet for your company might also be beneficial – one employee-only network that contains all company information and directs employees to all your other tools and tech.

Some final thoughts on asynchronous work

As the world shifts towards remote working models, an asynchronous work model is vital to preparing your organization. Start with something small – see what happens when you let employees choose their working hours one day a week or shift a meeting to a pre-recording. Create more documentation for things that seem evident to improve new employee onboarding and keep things cohesive as your team evolves and grows.

No one has a roadmap for this. The asynchronous work model that works for your team will be customized to your business and your organization’s needs. It will involve some trial and error. But ultimately, by creating a more asynchronous work style, you’ll work toward greater flexibility, inclusivity, and productivity. That’s something we can all get behind.

Get Organized: The Best 9 Project Management Software for Architects

project management software for architects

Managing complex design processes can become a daunting task. You may find it difficult to keep track of deadlines, budgets, team members, and project progress. With so many moving parts involved, how do you streamline your projects and weed out inefficiencies in your team?

The answer is – you start using the power of project management software.

From improving decision-making to enhancing collaboration in remote teams, project management software can help you improve organization, reporting, and resource management.

In this blog post, we’ll explore the top signs that indicate you need help and highlight nine of the best project management software for architects. We’ll delve into the features, pros, and cons of each platform to help you make an informed decision about which software is right for your specific needs.

Seven major signs that architects need a project management software

Seven major signs that architects need a project management software.

Everyone can tell when things aren’t right. Your slipshod management has started causing issues… Here’re the signs to tell you that you need project management software to manage your projects:

  1. Difficulties in managing complex design processes: Architects often have to oversee multiple design processes that involve various stakeholders, such as clients, contractors, engineers, and other professionals. Eventually, you may lose control over managing these processes efficiently and fail to ensure that everyone is working towards the same goal.
  2. You’re struggling to keep track of tasks and deadlines: If you find that you’re missing deadlines or forgetting to complete tasks, project management software can help you stay on top of your work. With reliable software, you can manage project timelines by tracking milestones and deadlines, identifying potential delays, and keeping the project on track.
  3. You regularly fail to monitor multiple projects simultaneously: If you’re juggling several projects at a time, project management software can help you oversee each project’s progress, milestones, and deadlines. All project information can be centralized in one location, making it easier for everyone to access and work on the same documents.
  4. You seek ways to consistently meet regulatory requirements: Architects must comply with various regulatory requirements, such as building codes and regulations. Project management software can help to track relevant deadlines and documentation. A better organization of documents will reduce the likelihood of information getting lost or misplaced.
  5. The team management is poor and ineffective: Working in a team requires attention to detail, cross-collaboration, and clear expectations. If you use a project management software, you can delegate tasks, assign responsibilities, and keep everyone on the same page.
  6. Inconsistent collaboration with remote teams: With the rise of remote work, you may find yourself collaborating with teams scattered in different parts of the world. With project management software, you can collaborate effectively with your remote teams by providing a central platform for communication, file sharing, and task management.
  7. Problems with managing project budgets: Managing project budgets can be a complex and time-consuming task. Project management software can help you track project expenses and manage cash flow more effectively.

Thus, using project management software in construction can improve collaboration, organization, efficiency, reporting, risk management, and budget management.

Here are the nine best project management software for architects and construction industry practitioners.

The best project management software for architects:

  • Teamly
  • Deltek Ajera
  • Procore
  • Monograph
  • Buildertrend
  • WorkflowMax
  • Programa
  • BQE CORE
  • BigTime

1. Teamly

Image of Teamly Dashboard

Teamly is a user-friendly software that streamlines projects, organizes teams, and keeps communication fluid, making it an ideal tool for architects and project managers in the construction industry. With Teamly, you can confidently manage your construction projects – from planning to execution.

Teamly helps to keep your teams around specific projects by enhancing collaboration, removing frustration and boosting productivity. It offers real-time communication options, including typed messages, audio, video files, screenshots, and screen capture videos. This software’s robust functionalities facilitate communication and make it visual whenever needed.

Teamly also provides task management tools that help architects to sequence all their tasks and develop workflows around a project. This helps to reduce bottlenecks and identify high-priority work items.

Additionally, this project management software provides full visibility of deadlines and milestones, reducing the pressure to micromanage.

Teamly features

  • Real-time communication (including threads and direct messages (DMs));
  • Employee time-tracking and monitoring;
  • Workflow and task management;
  • Screen capture and video recording;
  • Workflows;
  • Search bar.

Pros of Teamly:

  • An all-in-one platform that makes it easy to manage remote teams’ productivity in one place.
  • Real-time communication options that include video, direct messages, screenshots, and screen capture videos help to improve team communication.
  • Workflow and task management tools in Teamly help organize teams around projects, visualize tasks, and develop workflows that foster collaboration, innovation, and personal ownership.
  • The search function makes it easy to locate messages, threads, and files from the distant or recent past, allowing teams to stay organized.
  • Automation tools that quickly alert users when a task is ready for them, eliminating the need to micromanage.

Cons of Teamly:

  • The Free plan in Teamly comes with limited storage (500mb/user), and additional storage space requires upgrading to the Pro or Business plan.

Teamly pricing

Teamly is a free project management software for architects. However, aside from the Free plan, it also offers Pro and Business plans which allow for scalability and flexibility depending on the size and needs of your construction project. Teamly Pro starts at $5 user/month, while Teamly Business starts at $9 user/month (billed annually).

2. Deltek Ajera

Image of Deltek Ajera Dashboard

Deltek Ajera is a project management and accounting software for architects. It’s designed for small and medium-sized businesses, with a focus on architecture and engineering firms.

It’s a project-based solution that enables firms to optimize resources, improve cash flow, and increase profitability. With real-time insights and visibility into projects and resources, Deltek Ajera helps firms manage their projects more confidently.

Being a cloud-based ERP platform, Deltek Ajera’s functionalities include project management, project planning, and Business Intelligence (BI). The platform features real-time dashboards, accounting and billing tools, payroll services, and a mobile app. Users can track both project time and expenses.

Deltek Ajera features

  • Project Management: Deltek Ajera provides real-time project management tools to track project progress, monitor the budget, and schedule tasks and milestones.
  • Accounting: The software includes an accounting system that helps you manage invoicing, time and expense tracking, and financial reporting.
  • Resource Management: The resource management module enables you to manage and schedule resources more efficiently, ensuring you have the right people on each project.
  • Business Intelligence: The platform provides advanced reporting and analytics capabilities, allowing you to get insights into key performance indicators and make data-driven decisions.
  • Mobile Access: Deltek Ajera offers a mobile app that allows you to access key project data on the go.

Pros of Deltek Ajera:

  • Allows to track budget hours, worked hours, project costs, and anticipate risks.
  • Reports, such as workload projections for HR decisions and revenue projections, can help users make informed decisions.
  • User-friendly accounting functions that can make the accounting side of projects move more efficiently.
  • Well-suited for timekeeping for project-based accounting, particularly for engineering firms.
  • Visibility for architects and project managers who can track project parameters and progress in real time.

Cons of Deltek Ajera:

  • Deltek Ajera may have a bit of a learning curve.
  • It may be challenging to find skilled professionals who have worked with Ajera.

Deltek Ajera pricing

Deltek Ajera uses a subscription-based model. The pricing is not publicly available, and you’ll have to reach out to the company directly for an exact cost.

3. Procore

Procore

Procore is a project management tool designed specifically for the construction industry.

Procore’s product is a cloud-based platform that connects stakeholders in the construction process, from owners and architects to subcontractors and field teams. The platform offers a range of tools and features to help builders increase safety and profitability, including project management, scheduling, document management, and collaboration tools.

Procore offers four product lines:

  • Preconstruction (includes Prequalification and Bid Management);
  • Project Management (products for Project Management, Quality & Safety, Design Coordination, and BIM);
  • Resource Management (provides tools for Field Productivity tracking and analysis);
  • Financial Management (includes Project Financials, Invoice Management, and Accounting Integrations).

Features of Procore

  • Contains tools for project planning, scheduling, tracking, and reporting.
  • Serves as a centralized collaboration hub to bring stakeholders onto one platform.
  • Allows for real-time communication, document sharing, and issue tracking.
  • Includes financial management tools for easy tracking of project costs, budgets, and invoices.
  • Incorporates tools for quality and safety management to ensure construction sites are safe and compliant with regulations.

Pros of Procore:

  • A comprehensive suite of construction management tools.
  • Real-time visibility of project performance and up-to-date reports.
  • Manageable permissions to ensure that only authorized users have access to project data.
  • Integrations with other construction software and tools.
  • Customer service and support.
  • Free implementation & training

Cons of Procore:

  • Procore doesn’t offer much flexibility in terms of customizing key performance indicators (KPIs), report templates, or dashboards.
  • Procore’s mobile app doesn’t offer all of the same features and functionality as the desktop version.

Procore pricing

Monograph offers two plans, Track and Grow, for firms just starting out and those who want to track project performance and get advanced reporting. You should contact the company to get a quote.

4. Monograph

Monograph

Monograph is a project management tool designed for small to mid-size architecture, landscape architecture, and engineering firms. The tool helps to manage projects, track time, and visualize the value of your time across phases, project budgets, and team members.

Monograph is a cloud-based solution that offers project planning, time tracking, invoicing, and forecasting features in one platform.

The software is commonly rated for ease of use. Its MoneyGantt feature allows users to track their project budgets in real time and see if they are on track.

Pros of Monograph:

  • Good for small architecture firms.
  • Easy to use and implement.
  • Allows tracking of project status, budget, and expenses in one place.
  • Gantt chart graphics are used for showing progress, expenses, and milestones.
  • Good documentation.

Cons of Monograph:

  • Synchronization with QuickBooks is lacking.
  • Limited mobile app functionality.
  • Not good for large architecture firms.

Monograph pricing

Monograph offers two plans: Track and Grow for firms just starting out and those who want to track project performance and get advanced reporting. You should contact the company to get a quote.

5. Buildertrend

Buildertrend

Buildertrend is a project management software specifically designed for the residential construction industry.

The platform helps contractors manage their projects more efficiently by bringing organization, communication, and cost control to every aspect of their business.

The platform is widely used by home builders, remodelers, specialty contractors, and general contractors looking for a tool to help them manage their projects from start to finish.

Features of Buildertrend

Document Management

  • Bid Invitati
  • ons – Bid Management

Task Management

  • Project tracking
  • Construction accounting & estimating tool integrations
  • Workforce management tool integration

Site Management

  • Field service management & field reporting
  • Mobile app
  • Timesheets
  • Photo and video uploads

Pros of Buildertrend:

  • A comprehensive set of tools to visualize buildings properly.
  • Direct contact with the trader in the field.
  • Create daily logs, upload pictures, and communicate with other users.
  • Allows customers to log in and see how their job is progressing.
  • Reporting and scheduling capabilities to manage large projects.
  • Tracking progress, assigning tasks, managing documents, and collaborating with team members.

Cons of Buildertrend:

  • It can be costly for small projects.
  • You can’t give subcontractors the same permissions as the internal users.
  • It’s better suited for long-term, large projects.

Buildertrend pricing

Three subscription plans are available: Essential, Advanced, and Complete. The annual cost starts at $339/mo.

6. WorkflowMax

WorkflowMax

WorkflowMax is a cloud-based project management tool for managing various job-related tasks such as project tracking, invoicing, job costing, and time tracking. The platform is designed to provide a complete solution for businesses that bill their clients based on time.

With WorkflowMax, users can see their estimated costs broken down into individual tasks and measure actual costs as they come in to see if their staff is quoting accurately.

Features of WorkflowMax

  • Job profitability reporting capabilities.
  • Full visibility into project performance and job profitability.
  • Scalable and customizable platform.
  • Suitable for a wide range of industries, including creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants, and anyone else who bills by time.

Pros of WorkflowMax:

  • Customized reporting and data fields.
  • Real-time tracking/
  • Integration with accounting software like Xero/
  • Handles both financial and project management (quotes and proposals).
  • Flexible and customizable.
  • User-friendly interface.

Cons of WorkflowMax:

  • A limited app integration list
  • Expense tracking options could be clearer and easier to use.

WorkflowMax pricing

WorkflowMax offers Standard and Premium subscription plans. Prices start at $45/mo.

7. Programa

Programa

Programa is a project management and specification software designed specifically for interior designers and architects.

The tool offers several features, including schedules and specifications, pinboards for collaboration and idea sharing, a product library, and project management capabilities.

Features of Programa

  • Presentation Tools
  • Project Management
  • Quotes/Estimates
  • Bills of Material
  • Contact Management

Pros of Programa:

  • Centralized database: Programa offers a centralized database of products that enables users to quickly find the right products and add them to schedules.
  • Fast scheduling: The software automatically updates schedules, and users can export them to PDF and Excel or request quotes with one click.
  • Pinboards for collaboration allow teams to collaborate and share creative concepts. This helps to streamline the design process, enabling teams to work together and share ideas in real time.
  • Project management capabilities help teams stay organized and on schedule. The tool allows users to keep track of deadlines and manage their team’s workflow.
  • The address book makes it easy to organize contacts and share them with the team.

Cons of Programa:

  • Programa has a learning curve, and users may need some time learning how to use the software effectively.
  • No advanced reporting features.

Programa pricing

Pricing starts at $39 per user per month. A 7-day free trial is available.

8. BQE CORE

BQE CORE

BQE CORE is a practice management solution addressing the specific needs of architects, engineers, consulting firms, and professional service practices.

This tool provides you with real-time visibility into essential metrics, enabling you to make better decisions, optimize operations, and deliver projects on time and within budget.

With automated time tracking and expense capture, you can account for every billable hour and expense.

Features of BQE CORE

  • All-in-one platform: BQE CORE combines front-office functions (project management, CRM) with back-office processes (time and expense tracking, invoicing, electronic payments, accounting, and HR) in a single platform.
  • Integrated project accounting and project management tools enable users to identify specific areas for optimization.
  • Automated time tracking and expense capture tools.
  • Real-time visibility into KPIs: You get real-time visibility into metrics such as overhead, GA, fringe, utilization, realization, runway, and profitability.
  • Automated invoicing and reporting: BQE CORE streamlines invoicing and reporting with flexible, automated, shareable reporting and ePayments integration.
  • Support for various contract types: A wide range of contract types are supported, including hourly, fixed fee, cost plus, unit cost, and percentage, and it allows users to include any combination of them on a single invoice.
  • Leveraging the power of AI: BQE CORE utilizes AI, including natural language processing and speech recognition.

Pros of BQE CORE:

  • A comprehensive tool, including project management, project accounting, time tracking, billing and invoicing.
  • The software is industry-specific. It’s designed for and built by architects, engineers, consulting firms, and professional service practices.
  • Mobile-compatible: BQE CORE is accessible from any browser or mobile device, including iPhone and Android devices, so users can manage their firm from anywhere with full functionality.

Cons of BQE CORE:

  • Learning Curve: BQE CORE is a complex tool with many features, so it may take some time to learn and get familiar with it.
  • No Free Trial: BQE CORE doesn’t offer a free trial, so users cannot try the tool before committing to a subscription.

BQE CORE pricing

Prices are based on the number of users. To get a personalized quote, you should contact BQE. You can schedule a demo to learn more about the product and pricing options.

9. BigTime

BigTime

BigTime is a Professional Services Automation (PSA) software that provides businesses with a solution to manage their time, expenses, and billing for multiple projects.

The software offers advanced features such as resource allocation and custom reporting, allowing users to quickly identify areas of opportunity to improve business operations.

Features of BigTime

  1. Time and expense tracking to track their time and expenses in one place.
  2. Project management tools, including project budgets, task management, and resource allocation.
  3. Invoicing and billing to create invoices and bills for clients.
  4. Reporting and analytic tools.
  5. Integration with other tools, including QuickBooks, Salesforce, and Microsoft Outlook.
  6. Client portals that allow you to view invoices, projects, and other client-related information, helping to improve communication and collaboration with clients.
  7. Resource allocation: BigTime allows users to allocate resources to specific projects and tasks.

Pros:

  • Provides custom reports to gain insights into your business operations and identify areas for improvement.
  • QuickBooks integration makes it easy to transfer data between the two systems.
  • Improved collaboration and communication through the client portal. BigTime’s client portal allows you to share project information, invoices, and other documents with clients.
  • BigTime’s mobile app allows you to manage your business on the go with features like time tracking and expense entry.

Cons of BigTime:

  • It’s more suited for smaller consulting firms.
  • Some users have reported that BigTime can be overwhelming to set up and use, particularly for smaller businesses or those with simpler needs.
  • It can take some time to learn how to use the software effectively.

BigTime pricing

BigTime offers a range of pricing plans to suit different needs and budgets. The pricing plans for BigTime are as follows: Express (starts at $10 per user per month), Pro (starts at $30 per user per month), and Premier (starts at $40 per user per month). Prices are billed annually. BigTime also offers a custom pricing plan for enterprise-level clients, which includes personalized training, implementation, and support services. A free trial is available before committing to a subscription.

Summing up!

In a world where time is money and projects are complex, it can be a challenge to keep everything running smoothly. But a project management and accounting software for architects is here to save the day!

With the power of project management software at your fingertips, you can streamline your workflows, improve communication, and optimize your project management processes.

By utilizing project management software, architects can enjoy improved collaboration, enhanced organization, more efficient reporting, better risk management, and streamlined budget management. This means you can focus on what you do best – delivering high-quality results and achieving your project goals faster.

Maximizing Your ROI: A Guide to Affiliate Marketing Management

Maximizing Your ROI: A Guide to Affiliate Marketing Management

So, you’ve heard about affiliate marketing and how it can help your business reach new heights. You’re ready to take the leap and start an affiliate marketing program, but where do you begin? That’s where effective affiliate marketing management comes into play.

In simple terms, affiliate marketing management refers to the process of overseeing and optimizing an affiliate marketing program to ensure its effectiveness and profitability. It’s like being the coach of a sports team, making sure everyone is playing their best game and working towards a common goal.

Now, you may be thinking, “Why do I need to manage my affiliate marketing program? Can’t I just set it up and let it run on its own?” Well, as with any strategy, effective management is crucial to achieving success.

Effective affiliate marketing management can help you recruit the right affiliates, set objectives and goals, provide support and training, and monitor and test your campaign. It can also help you save costs by paying only for the desired actions and establishing long-term relationships with your affiliates.

In short, effective affiliate marketing management is like the secret sauce that can take your affiliate marketing program from good to great. So, if you want to take your affiliate marketing game to the next level and achieve your business goals, buckle up and get ready to dive into the world of affiliate marketing management.

Understanding affiliate marketing management.

What is Affiliate Marketing Management and Why Does It Matter?

Affiliate marketing management involves coordinating and managing all aspects of an affiliate marketing program to ensure it’s effective and profitable. It’s about taking the right steps to create a successful program that generates the highest possible ROI for your business.

It’s like baking a cake – you need to combine all the right ingredients (such as affiliate recruitment, goal-setting, support, and monitoring) and follow the recipe closely to create a delicious and successful program.

Without effective management, your program may not reach its full potential, which is why it’s crucial to understand the various aspects of affiliate marketing management and how they can contribute to the overall success of your program.

Types of affiliate marketing management.

Which Type of Management is Best for Your Business Needs?

When it comes to managing your affiliate marketing program, there are different ways to go about it, depending on your goals and resources. Here are the most common types of affiliate marketing management:

First up is in-house management, where you manage the affiliate program yourself within your business. You handle everything from recruiting and onboarding affiliates to tracking their performance and paying commissions. This is a good option if you have a team to handle it or if you want complete control over the program.

Next, is outsourced management, where you hire an affiliate marketing agency or specialist to manage the program for you. They take care of everything from recruitment to optimization, freeing up your time to focus on other aspects of your business. This is a great option if you don’t have the expertise or resources to manage it in-house.

Then there’s hybrid management, which combines both in-house and outsourced management. You handle some aspects of the program, like recruiting and onboarding, while the agency or specialist handles the optimization and reporting. This gives you more control while still benefiting from their expertise.

Lastly, there’s network management, where you join an affiliate network that manages the program for you. They provide a platform for tracking, reporting, and paying commissions to your affiliates. This is a good option if you want to tap into a larger pool of affiliates without having to manage it all yourself.

Remember:

The type of affiliate marketing management that you choose will have a significant impact on the success of your program. Each type has its advantages and disadvantages, so choosing one that fits your business goals and resources is important.

In-house management gives you complete control over your program but requires a dedicated team to manage all aspects of the program. On the other hand, outsourcing management can save you time and resources, but you’ll need to find a trustworthy agency or specialist to manage your program effectively.

Hybrid management can be a great option if you want to have more control over your program while still benefiting from the expertise of an agency or specialist. Finally, network management is a good option if you want to join a larger pool of affiliates without having to manage the program yourself.

Choosing the right type of affiliate marketing management can significantly impact your program’s success. Consider your business goals and resources to determine which type of management aligns best with your needs.

Key players in affiliate marketing management.

Who’s Who and What Do They Do?

Affiliate marketing management involves the coordination of various stakeholders to ensure the success of the program. Here are the key players involved in affiliate marketing management:

Merchants/Advertisers

These are the businesses that offer the products or services being promoted by the affiliates. They are responsible for setting up and managing the affiliate program, recruiting affiliates, providing promotional materials, tracking affiliate performance, and paying commissions.

Affiliates/Publishers

These are the individuals or businesses that promote the merchant’s products or services through various marketing channels, such as websites, social media, email marketing, or paid advertising. Affiliates earn commissions for driving traffic and sales to the merchant’s website.

Affiliate Marketing Agencies/Specialists

These are third-party agencies or specialists that provide services related to affiliate marketing management, such as program setup, recruitment, management, optimization, and reporting. They help businesses save time and resources by managing their affiliate program on their behalf.

Affiliate Networks

These are online platforms that connect merchants with a large pool of affiliates, making it easier for merchants to find and recruit affiliates. Affiliate networks provide the tools and infrastructure for tracking, reporting, and paying commissions to affiliates.

Effective communication and collaboration between these key players are crucial for the success of an affiliate marketing program. By working together towards a common goal, businesses can achieve their objectives and maximize their ROI.

Benefits of Affiliate Marketing Management.

Why Effective Affiliate Marketing Management Matters for Your Business

As we have established, effective affiliate marketing management is crucial for businesses to achieve their marketing goals. In addition to driving more traffic and sales, affiliate marketing can help businesses build long-term relationships with their affiliates and access valuable expertise and resources. But what are some of the specific benefits of affiliate marketing management? Here are some key advantages that businesses can expect to see when they effectively manage their affiliate program:

Increased Revenue: Affiliate marketing can help businesses generate more revenue by tapping into a wider audience and driving more traffic and sales to their website.

Cost-Effective Marketing: Affiliate marketing is a cost-effective marketing strategy as businesses only pay for the desired actions, such as clicks, leads, or sales, instead of paying for ad impressions or clicks that do not result in conversions.

Long-Term Relationships: Affiliate marketing can help businesses build long-term relationships with their affiliates, which can become loyal brand advocates and drive recurring revenue.

Access to Expertise: Outsourcing affiliate marketing management to a specialist or agency can provide businesses with access to the expertise and resources they may not have in-house

Data-Driven Optimization: Effective affiliate marketing management involves monitoring and analyzing data to optimize the program for better results. This can help businesses make informed decisions and improve the performance of their affiliate program over time.

In short, effective affiliate marketing management is crucial for businesses to maximize the benefits of their affiliate marketing program. By understanding the key players involved and the benefits it brings, companies can make informed decisions about how to manage their affiliate program and achieve their marketing goals.

12 Steps to Affiliate Marketing Management

12 Essential Steps for Successful Affiliate Marketing Management

Having a clear understanding of the fundamentals of affiliate marketing management is essential, but it’s only the beginning. To achieve success in this field, you must also take a strategic approach and follow a set of essential steps:

1. Define Your Affiliate Marketing Goals

Before starting your affiliate marketing program, it’s crucial to define your goals. What do you want to achieve? Do you want to drive more traffic to your website, increase your sales, or build brand awareness? By having a clear idea of your goals, you can develop a strategy that aligns with your objectives.

Tip: Use a goal-setting worksheet to help you define your goals and establish key performance indicators (KPIs) to measure your progress. Be specific about your goals and make sure they are realistic and achievable.

2. Create a Marketing Budget

Like any marketing strategy, affiliate marketing requires a budget. Determine how much you’re willing to spend on your affiliate program and allocate your budget accordingly. Keep in mind that you’ll need to pay commissions to your affiliates, and you may need to invest in tools and resources to help you manage your program effectively.

Tip: Use a marketing budget calculator to help you determine how much you should spend on your affiliate program based on your business goals. Set a budget that allows you to achieve your goals without overspending.

3. Choose Your Affiliate Network

There are many affiliate networks to choose from, and each one has its own strengths and weaknesses. Research different networks to find the one that best aligns with your goals and budget. Look for networks that have a large number of affiliates in your niche and provide robust tracking and reporting features.

Tip: Consider joining multiple affiliate networks to diversify your affiliate base and reach a wider audience. Compare the commission rates and features offered by each network before making a decision.

4. Set Up Your Affiliate Program

Once you’ve chosen your affiliate network, it’s time to set up your program. This involves creating a program description that outlines your commission structure, promotional materials, and guidelines for your affiliates. You’ll also need to set up tracking and reporting tools to monitor your affiliates’ performance.

Tip: Provide your affiliates with a comprehensive onboarding package that includes a program overview, promotional guidelines, and tips for success. Set clear expectations for your affiliates and provide them with the resources they need to succeed.

5. Recruit and Onboard Affiliates

To run a successful affiliate program, you’ll need to recruit and onboard affiliates who are a good fit for your brand. Identify potential affiliates in your niche and reach out to them with a compelling offer that motivates them to join your program. Provide them with the tools and resources they need to promote your products or services effectively.

Tip: Use social media and other marketing channels to reach and build relationships with potential affiliates. Offer personalized support and guidance to help your affiliates succeed.

6. Activate and Engage Your Affiliates

Once you’ve recruited affiliates, it’s important to keep them engaged and motivated. Provide ongoing support and training, create a community through regular communication and engagement, and offer exclusive promotions and incentives to keep them motivated.

Tip: Use gamification and rewards to incentivize your affiliates and create a sense of competition and excitement. Encourage them to provide feedback and suggestions for improving the program.

7. Monitor Your Affiliate Program Performance

To ensure your program is effective and profitable, you must regularly monitor your affiliates’ performance. Use tracking and reporting tools to track clicks, conversions, and sales, and analyze the data to make informed decisions about optimizing your program.

Tip: Use A/B testing to experiment with different commission structures, promotional materials, and incentives to see what works best for your program. Identify your top-performing affiliates and provide them with extra support and incentives.

8. Pay Your Affiliates

One of the most important aspects of affiliate marketing management is paying your affiliates. Choose a payment system that is fair and transparent, and make sure you pay your affiliates on time and in full. You can use payment methods like PayPal, wire transfer, or direct deposit.

Tip: Use automation tools to streamline your payment process and ensure accurate and timely payments to your affiliates.

9. Provide Regular Performance Reports

Regularly providing performance reports to your affiliates can help them understand their progress and identify areas for improvement. This can also help you build stronger relationships with your affiliates and increase their trust in your program.

Tip: Use reporting tools provided by your affiliate network to generate performance reports for your affiliates. Consider providing personalized feedback and coaching to help them improve their performance.

10. Stay Up-to-Date with Industry Trends

Affiliate marketing is a constantly evolving industry, and staying up-to-date with the latest trends and strategies can help you stay ahead of the competition. Attend industry events, read blogs and forums, and network with other affiliate marketers to stay informed.

Tip: Join affiliate marketing groups on social media platforms like Facebook and LinkedIn to connect with other affiliate marketers and learn from their experiences. Follow industry leaders and influencers on social media to stay informed about the latest trends and best practices.

11. Continuously Improve Your Program

Don’t settle for a “good enough” affiliate program. Continuously look for ways to improve your program, whether it’s through optimizing your website, refining your commission structure, or providing better support to your affiliates.

Tip: Solicit feedback from your affiliates and use their suggestions to improve your program. Consider conducting surveys or focus groups to gather more detailed feedback.

12. Stay Compliant

Last but not least, it’s important to stay compliant with relevant laws and regulations governing affiliate marketing. This includes disclosing affiliate relationships to your audience, adhering to advertising and marketing standards, and ensuring your program complies with data protection laws.

Tip: Familiarize yourself with the Federal Trade Commission‘s advertising disclosure guidelines and ensure your affiliates are aware of these guidelines as well. Also, keep updated with relevant regulations and laws in your industry and location to ensure your program remains compliant.

By following these steps, businesses can establish an effective affiliate marketing program that drives traffic, generates sales, and builds brand awareness. Effective affiliate marketing management requires continuous monitoring, optimization, ongoing communication, and collaboration with all key players involved. With dedication and effort, businesses can maximize the benefits of affiliate marketing and achieve their marketing goals.

Tools and Resources for Affiliate Marketing Management

Key Tools and Resources for Effective Management

Managing an affiliate marketing program requires various tools and resources to keep your program running smoothly. Whether you’re tracking performance metrics, managing payouts, or communicating with your affiliates, having the right tools can help streamline your workflow and maximize the effectiveness of your program. Consider utilizing affiliate tracking software, which allows you to track performance metrics, manage payouts, and communicate with your affiliates.

If you need project management software that allows you to create tasks, assign them to team members, and track progress in real-time, consider using Teamly. With Teamly, you can easily collaborate with your affiliates, set deadlines, and keep everyone on the same page. This can be particularly helpful in managing your affiliate program and increasing its efficiency.

Another important resource for affiliate marketing management is industry news and updates. Staying up-to-date with the latest trends, strategies, and regulations in the affiliate marketing industry can help you stay ahead of the competition and make informed decisions about your program. You can subscribe to industry newsletters, follow industry leaders on social media, and attend industry events to stay informed and connected.

Finally, it’s important to have access to financial and accounting tools to manage payouts and commissions for your affiliates. You can use accounting software like QuickBooks or Xero to keep track of your finances and manage payouts to your affiliates. Consider using payment processing services like PayPal or Stripe to make payments to your affiliates more efficiently.

Utilizing these tools and resources ensures that your affiliate marketing program runs smoothly and efficiently, allowing you to achieve your business goals more effectively.

Overcoming Challenges in Affiliate Marketing Management

Overcoming Challenges in Affiliate Marketing Management

While affiliate marketing can be a highly effective way to drive traffic and increase sales, managing an affiliate program can also come with its own set of challenges. In order to make the most of your program and overcome these obstacles, it’s important to be aware of the common challenges that arise in affiliate marketing management. Here are some of the most common challenges you may face, along with strategies for addressing them:

Recruitment

One of the biggest challenges in affiliate marketing is finding and recruiting the right affiliates. It can be difficult to identify potential affiliates who are a good fit for your brand and have the right audience. To address this challenge, consider reaching out to affiliates who are already promoting similar products or services or use social media and other marketing channels to connect with potential affiliates.

Compliance

Affiliate marketing is subject to various laws and regulations, including disclosure requirements, advertising standards, and data protection laws. Ensuring compliance can be challenging, particularly for marketers who are new to the industry. To address this challenge, familiarize yourself with relevant laws and regulations, and provide clear guidelines to your affiliates. Consider using disclosure templates and providing training or resources to help your affiliates comply with regulations.

Performance

Measuring and optimizing affiliate performance can be challenging, particularly if you are working with many affiliates. It can be difficult to determine which affiliates drive the most traffic and sales and which are not performing as well. To address this challenge, use tracking and reporting tools to monitor affiliate performance and experiment with different commission structures and promotional materials to see what works best.

Communication

Effective communication is crucial for managing an affiliate marketing program, but it can be challenging to keep in touch with a large number of affiliates. To address this challenge, consider using communication tools such as email marketing, social media, or project management software. Provide regular updates and support to your affiliates, and be available to answer questions or provide guidance.

Fraud

Affiliate fraud can be a major challenge for marketers, as it can lead to wasted resources and lost revenue. Common types of fraud include cookie stuffing, ad stacking, and click fraud. To address this challenge, monitor your program for suspicious activity, and consider using fraud detection tools or services. Be vigilant and take action against affiliates who engage in fraudulent behavior.

By understanding these common challenges in affiliate marketing management and taking steps to address them, you can create a successful affiliate program that drives traffic and sales while minimizing the risks and challenges associated with the industry.

Conclusion

In conclusion, affiliate marketing is not a one-size-fits-all solution but rather a complex process that requires careful planning, execution, and management. It’s crucial to choose the right affiliates who align with your brand values and goals. Providing them with the necessary resources can lead to better results. Tracking and analyzing your metrics are essential for optimizing your program. Continuously evaluating and adjusting your strategy is necessary for long-term success. A well-managed affiliate marketing program can not only increase your revenue but also build strong relationships with your affiliates and enhance your brand reputation. So, take the time to implement these best practices and watch your affiliate marketing program grow and thrive.

How to Avoid the Dangerous (and Sneaky!) Trap of Toxic Productivity

toxic productivity

These days, hustling and productivity are marks of pride. How often do you hear people subtly drop into a conversation that they wake up at 4 am or put in a 70- hour work week? We live in a world that elevates anyone who somehow manages to do it all.

And of course, this is an enviable feat, as we all have dreams to fulfill, bucket list items to check off and milestones to meet, both professionally and personally. We want to live a full life. The irony of productivity, however, is that when it accelerates to a certain level, “doing it all” means losing what is essential. Getting caught up in a web of “go, go, go” means we don’t reap the benefits of hustling, and bask in the pride of a job well done.

When things get to this point, the solution is to get off the treadmill, to learn to smell the roses and to replace FOMO with JOMO (the fear of missing out with the joy of missing out).

From time to time, we all have more on our plates than we can handle. But if your daily life has escalated to where you always face an endless to-do list and you can’t see a way out of the busyness matrix, then this post is for you.

We’re going to pinpoint just what this hyper-busyness is costing you and uproot some of the causes of toxic productivity. Then, we’ll look at tried-and-true methods for giving the checklist the boot and living your best life.

The What, How & Why of Toxic Productivity

The What, How & Why of Toxic Productivity

The “experts” have developed more than a few productivity methods over the past several decades. So many that it’s fair to say that productivity is somewhat of an obsession in this modern culture. From OKRs to KPIs to Gantt charts, burndown charts, scrum boards, kanban boards, scrumban and lean principles, agile principles, the critical chain method and the theory of constraints, no small amount of brain power has been dedicated to improving the way we go about solving problems, organizing projects and creating products.

And on balance, all this insight has improved things. Efficiency and productivity save money, free up time and improve the quality of output. Yet taken to the extreme, anything good becomes distorted and destructive. And productivity is no exception.

When cranked to the max, the habits and mentality around productivity turn people into machines. People tweak schedules and cut corners, doing anything and everything to increase output. Plus, this mentality doesn’t allow for respite, for even one moment to enjoy hard-won efforts, before continuing on to accomplish something else.

Toxic productivity is when your dedication to productivity compromises another equally important part of your life. Your relationships decline, you lose sleep, skip meals, and stop going to the gym in favor of getting work done. It’s an addiction to the treadmill, an obsessive need to always be “on,” always doing.

Just like any toxic substance, toxic productivity is harmful, even poisonous to our insides. It’s a destructive way of being.

Examples of Toxic Productivity

What might toxic productivity look like in a daily routine? It’s someone who routinely wakes up at the crack of dawn and hits the treadmill while listening to an audiobook at two times the regular speed. She answers emails while crunching on a bagel, and eats lunch in the scant moments between back-to-back meetings. Her entire day is spent burning through a relentless list of tasks, right up until it’s time to crash for a few hours of sleep, before resuming the same grind the following day.

Toxic productivity is when someone needs to check items off a list, simply for the sake of checking them off, even if the tasks are neither important nor urgent. It’s someone who feels guilty about sleeping in, “wasting” a morning watching TV, or spending a leisurely afternoon at the park. She lives for the dopamine she gets out of constantly doing.

Toxic productivity doesn’t allow for long mornings, for second breakfasts, for internet deep dives, for leisurely walks. It forbids basking in the sun, gabby conversations about nothing at all, facials and thirty minute showers.

Time is approached frugally, and treated like a scarce commodity. Tasks are wedged tightly between each other, as though life is a game of tetris. Not a single moment is ever “wasted.”

The problem with this, however, is that it isn’t a normal or healthy way to live. It leaves people drained and exhausted. Just like a machine, a human battery needs to be recharged as well.

What Causes Toxic Productivity?

What is the cause of this work-til-you-drop mindset? In large part, toxic productivity is created by a culture that values doing over anything else. Some workplaces go so far as to penalize people who don’t forfeit their overall well-being and put in 14 hour days, week-in and week-out. Looking flustered and multitasking is a sign that you’re on the ball. It shames anyone who puts the phone on airplane mode and takes an afternoon off to shoot pool.

And this principle seeps beyond the workplace and into all areas of life. In addition to working full time, people feel a compulsion to complete marathons, pursue hobbies, and raise a family to boot.

This culture elevates productive people. We shake our heads in admiration at the person who plays jujitsu with her schedule. “Wow, look at her go. I don’t know how she does it,” we marvel as she struts away to subdue and defeat another milestone.

Just like nicotine or caffeine, productivity actually has an additive quality. People receive small hits of dopamine when they check off little daily tasks, including unnecessary things like mid-day trips to a big box store to stock up on light bulbs. And then they go for the big dopamine hits, such as earning more titles after their names, and receiving additional board certifications. Rather than work toward the accomplishment itself, people chase after the feeling associated with accomplishment. And once they receive one hit, they’re already in need of another.

Productivity is equated with value. Many cannot get off the productivity train as they believe it’s a measure of their worth as a person.

Telltale Signs of Toxic Productivity

Telltale Signs of Toxic Productivity

It’s good to get things done, and to do them efficiently. We need to earn degrees and promotions, to plow to the end of our row. And so how can you tell if you’re veering into the toxic zone? Here are some signs that things may have gone off the rails.

A List Rules the Day

If your life is cluttered with lists; you have one checklist in your car, one at your bedside, and another on the refrigerator; it may be a sign that the scales have tipped in favor of toxic productivity.

A Pina Colada, a Towel…and a Laptop?

When you hit the beaches for some well-earned time off, do you also take along your phone and computer, just to wrap a few things up? If you can’t ever entirely unplug from the productivity machine, it may indicate a compulsion to work, work, work.

A Phobia of Dull Moments

If you can’t sit in silence for a moment or two without grabbing your phone to check notifications and respond to texts, it may mean that “being on” has become more of a need than a discipline.

The Desk Also Functions as the Dinner Table

If you eat in the car, eat at your desk, skip meals entirely, and rarely take time to sit at a table and enjoy a meal, it’s an indication that your life is on a relentless treadmill that’s always running at a grueling speed.

If any of these signs explain you, then you may be caught up in a lifestyle that’s ultimately unfulfilling. Toxic productivity takes a toll…and reversing these patterns provides many tangible benefits.

The Benefits of Avoiding the Productivity Trap

The Benefits of Avoiding the Productivity Trap

Just like removing any dangerous toxins from your body, anyone who reverses lifestyle patterns of toxic productivity sees a marked improvement in many areas of his life.

Sleep

When you’re able to permanently cross some things off the to-do list, it creates time for regular old things like rest and relaxation. And what’s there to complain about that? Regular sleep is a cornerstone to good health. It may well even add a few years to your life. Studies show that centenarians, on average, have received a balanced night’s rest over the span of their lives.

Friendship

Relationships are often the first things to shelve in the relentless drive to get things done. Making time to catch up with a friend gets pushed back further and further on the schedule, and close friendships instead consist of little more than “liking” someone’s Facebook update. When a recovered workaholic, however, finds time to enjoy the little things, the joy of many friendships start to blossom again. Catching up with a friend over coffee or in a phone call becomes routine.

Self-Care

Toxic productivity takes a mental toll, no doubt about it. It’s closely linked to depression, burnout, anxiety and irritability. When someone instead pursues a healthy relationship to productivity, overall health and quality of life improve. The hamster wheel stops spinning, and it becomes possible to live, not just exist. It makes space for the best things in life, such as eating good food, reading, listening to live music, and killing an afternoon with a friend.

With all these benefits, it’s clear why anyone might seek to avoid the trap of toxic productivity. Let’s go over some tips for doing just that.

7 Tips to Overcome Toxic Productivity

7 Tips to Overcome Toxic Productivity

For many, extreme productivity is a deeply ingrained habit, developed over a decade or more. But just like any habit, it can be unlearned. We may be living in a culture that values productivity, but as individuals we can make a choice of whether or not to play along. Here’s some tips to avoiding the productivity trap and finding the time to “veg” and “just be.”

Audit Your Time

Reversing patterns of hyper-productivity start by looking at the granular. Taking an audit of how you spend your entire day over a week or two breaks down everything in the daily routine. With this breadth, it’s possible to notice patterns, to see where time is being allocated, and to shift things around. Maybe some things need to be moved out, while others can be moved in.

Prioritize

With the clarity achieved from auditing time, it’s possible to scrutinize all the activities that occupy your day, and prioritize the right ones. The principles behind the popular Eisenhower (or priority) matrix are helpful in this process.

Rather than chasing after urgent problems that need to be completed “now,” the Eisenhower matrix encourages focusing on the most important things. It makes it easy to cut out busywork, and hone in exclusively on whatever it is that brings an organization closer to accomplishing its objectives.

Delegate

We all have things in our schedule that require our own particular set of skills. However, our days are full of other important tasks that can be offloaded. Mowing the lawn and cleaning the house can become the occupation of your local lawn care and house cleaning professionals. And within an organization, so many administrative tasks can be delegated to a virtual assistant. Any well-trained VA is the perfect candidate for things like editing podcasts, creating social media posts, and writing newsletters.

Set Boundaries

When we answer emails, respond to texts, and eat lunch all while participating in a meeting, we set a productivity trap for ourselves.

A sure method to avoiding this trap is to create silent, focused work environments. This may mean shutting off notifications, reducing ambient noise, and eliminating any other distracting influences in order to focus on the task at hand.

Let Some Things Go

The term “lowering standards” has a dirty notion associated with it. But sometimes this is just the tonic needed to fix toxic productivity.

Many workaholics are also perfectionists. However, “doing it all” is a fantasy. No one can make dinner every night, run marathons, produce a lifestyle blog, raise kids and have a career all at the same time.

Letting some of these things go might mean eating take out or frozen pizza more often than you like. But if in the long run, it improves your peace of mind, it’s worth it.

Practice Niksen

Niksen is a Dutch word that means “doing nothing with intention.” And although the concept has long been practiced by the Dutch, it is now spreading to other cultures as well.

Niksen is the opposite of toxic productivity. It means taking time to stare out the window and enjoy a spring or autumn landscape, to relax in a coffee shop without any agenda at all. Allowing yourself to just be, without any expectations, frees up cognitive overload, and allows for peace and rejuvenation.

Re-define “Time Well Spent”

It’s easy to climb on board with other people’s notions around productivity. But getting into a cycle of constant improvement doesn’t necessarily improve things in the end. A re-evaluation of your values around time may create space for lingering at a farmers market, listening to some live music or taking the time for a manicure.

As with any new habit, it’s uncomfortable and non-intuitive to start out on the path to heal from toxic productivity. But after just a short while, injecting stillness and peace into one’s life becomes an addiction all of its own.

Conclusion

Sometimes we get so caught up in a cycle of busyness that it feels impossible to ever be released from it. However, people have managed to get out, and have lived to tell the tale.

Maybe it means that the pile of junk in your backyard sits there for another few months, the car doesn’t get washed, or the lawn isn’t always mowed. But when the payoff is your peace of mind, these costs are pretty low.

Plus, when your enjoyment increases, the story of your life becomes a tale that you want to be telling…and to be a part of.