HOW I PLAN FOR BUSINESS | Plan Like an Entrepreneur

Give me a thumbs up if you’ve been
waiting for me to revive my plan like an entrepreneur series because that’s what
I’m going to do today! so in today’s installment of what I hope
to be an ongoing series I’m actually going to give you a tour of all of my
business planning tools and I also want to give you an explanation of what it
means to plan like an entrepreneur and some really important advice from me to
you if you’re someone who does want to get started with entrepreneurship so
that sounds good let’s jump right in hello my charm vines and welcome back to
my channel for another video and if this is your first time with me I would like
to say welcome my name is Alexis but I’m also known as miss trenchcoat all across
the internet I’m an online entrepreneur who designs and sells productivity tools
strategies and skills to help you manifest success with less stress so if
that sounds interesting to you I’ll leave some links down below in the
description box or you can check out more of my work online and feel free to
download some of my latest free productivity tools over at the charm
shop calm so first let’s kick off this series revival by talking a little bit
about what it means to me to plan like an entrepreneur so obviously I am an
entrepreneur I run my own online business but I don’t think that this
idea of planning like an entrepreneur is something that just pertains to
entrepreneurs I think that this concept is really just a way of approaching your
work that is really more focused on objectives and outcomes if you’re
someone who runs a business obviously that is going to be a very big deal for
you right to make sure you’re hitting objectives and reaching the outcomes
that you want because everyone knows that an entrepreneur has a lot of work
on their plate they are usually responsible for many different aspects
of their business which would be quite different from the way that a person who
had like a nine-to-five job might be approaching their work and
responsibilities so essentially this plan like an entrepreneur idea is about
organizing multiple areas of responsibility in your life and
streamlining them to ensure that you are staying focused and hitting goals and
objectives that you are interested in meeting this is why not only
goal-setting is an important topic for entrepreneurs but also project planning
as well to make sure that you are consistently focused against meeting
your objectives now I obviously don’t know how every entrepreneur approaches
their yearly business planning but I always start with income numbers so the
numbers that I want to be at in terms of how much money that I want my business
to be making within a year minimum I take those numbers and I reverse
engineer objectives that will become projects that will help me to develop
systems products etc to help me reach that goal now once I know what those
objectives are those projects are that I want to work on because let’s be honest
there are probably a thousand different ways that I could create a plan to help
me hit that income number but what I choose to do is personal to me and my
interests in my business but once I have those projects laid out on a monthly
basis all I need to do is refer back to those project plans and make sure that
I’m getting the steps and the tasks completed so that I can build up those
new assets or new systems to help me earn the income that I’m looking for so
then my monthly weekly and of course my daily work is always a reflection in a
direct link back to those larger projects and objectives that I’m trying
to manifest for my business now as I already mentioned you don’t have to be
an entrepreneur to actually benefit from this method of planning I think that
looking at your year in terms of the goals that you have and the objectives
the real measurable objectives that you want to hit for yourself over the course
of the year and then breaking that down into projects to execute on to hopefully
get you there I think that that is a system that is incredibly functional and
that anyone can really use in their life to manage multiple responsibilities or
multiple goals that they would like to bring into
rushon it really is a very focused way of spending your time and doing your
work and looking at your life because when you know clearly the objectives
you’re trying to reach it makes it so much clearer for you what you need to do
on Monday on Tuesday on next Thursday in order to reach those objectives
I wake up never actually needing to ask myself what do I need to do today for my
business because whether or not I actually have a complete little task
list for the day right now I always have the reference this is what I need to do
this month to move things forward this is the project that I’m working on that
is building the system for me and this is the goal that I am ultimately
achieving from my efforts today it really helps to really streamline and
focus your motivation and inspiration waking up whether or not you’re a
business owner so I hope that gives you a really good explanation and primer to
what it means to plan like an entrepreneur now I want to go ahead and
give you a bird’s-eye view and a little tour of the different planning systems
that I use to make this happen ok so what tools do I use to help me plan like
an entrepreneur the first tools I have are actually here in this binder cover
and as you can see when I open this up there’s actually two books here the
first of which is my new high vibe Bible now although this is not a planning tool
per se I did want to mention it in this video because it is a 90 day journal to
help you raise your vibration and manifest your desires and for me as
someone who really does believe in manifestation and likes to set
intentions especially around my business this journal has been very helpful in
the last few weeks with helping me get incredibly clear on the intentions I
have for my business and how I plan to make those things a reality manifest
them into existence we would say so this is a journal it’s absolutely part of my
daily routine and I’ll talk about you know routines and habits a little bit
later in this video but I definitely think that as someone who has a lot on
their plate running a business that it’s a really good idea to be able to have
something like a journal to help you to get really clear on what you’re trying
to achieve and help you lay out your ideas especially in the morning before
your workday starts to really start your day for success now with that being said
the main star of the show here is of course my charmed life master planner
this is my 2019 striped edition so this is my life and business planner I use
only one planner for everything in my life including my business and because
my business happens to be a big portion of my life that’s what tends to get a
lot of the focus and attention inside of this planner now I think in order to
show you how this planner really works as a system to help me get things done
I actually need to start from the back of the book and move forward so the
first thing that I want to show you is my brilliant ideas section and in this
section of the planner this is where I’m able to take my raw ideas write raw
inspiration for my business or problems that I’m facing and really break them
down so that I can turn them into plans now the first set of inserts that I have
in this section are brain dump inserts and I’m just gonna go ahead and show you
guys a blank spread so you can get an idea of what it looks like but my brain
dump is literally where on a monthly basis I sit down and I write down all
the things that I’ve been thinking about trying to remember that really deserve
to be planned out and after I do my brain dump I go ahead and use this side
of the spread which is called organize and act and this is what’s known as like
an Eisenhower matrix I learned about this in Steven Covey’s 7hi like seven
Habits of Highly Effective People book I call it like the quadrant new system
sometimes but yeah this is basically a prioritization matrix where I will take
all the things that I’ve written down here and decide what is important and
urgent enough to act on first so here it’s broken into four quadrants four
important not important urgent not urgent depending on you know either of
how they fall on importance or urgency they will be put into a quadrant and
that is how I will act on so once I’ve got my you know my raw
ideas and things I’m holding on to brain dumped the next set of inserts comes in
mighty handy so this is my brainstorm and plan and prep spread and this spread
here this plan and prep spread specifically is incredibly helpful for
me because it basically break lets me break down my ideas and sort of
partition ideas out into maybe different categories these different squares here
the great thing about these squares they absolutely love is that they actually
fit these little post-it notes in here that are like Erin Condren vertical
square sticker sizing they actually fit in this this little matrix here which is
really awesome for helping me to like lay out ideas but essentially if I have
an idea that I’m holding on to and I need to bring it to fruition right I
really want to brainstorm this and really flesh it out I will use this
spread here I will use it for literally anything new products I will use it for
email sequences funnels marketing plans anything like that I will often come to
this to use and actually probably this section is actually very full cuz I have
a lot of plans in here but actually I do have a blank one of these spreads that I
can kind of show you right here if you want to see I actually use this spread
to break out a quarterly business plan as well you can see here this is q3
business plan I actually obviously haven’t gotten to q3 yet so or the end
of q2 yet so I don’t have this filled out but what I do here is I put the
months right in the quarter so July August and September are listed out here
in the columns and then in the Rose I have content marketing and offer right
so what content am i creating in these months what marketing do I have to do
and what offers sales promotions etc are getting done so that’s like how I
legitimately business plan on a quarterly basis but of course you know
any of these tasks in here might require their own spread like this so I have
plenty of room to do that here and then of course once I have these ideas
outlined I go to this brainstorm side where I can actually start listing out
tasks and making notes and that is an excellent prep for
the second section of the planner that I want to show you which is my important
project section so here is where I take all of those ideas and turn them into
cemented project plans so the first spread here as you can see
is my yearly overview and you will have to forgive me I had actually you might
be able to say I don’t think you can I actually ended up printing out a sticker
and putting it over this because I completely changed my entire focus for
the year a couple of weeks ago so I wanted to have like a fresh one of these
to work off of so you can see that not everything is fully filled out but you
can see I’ve got all of the months of the year broken out along the top and
they each month has their own box for short term projects then I have a box
for each quarter of the year what I call midterm projects and then long-term
projects go into these longer boxes so this is where I will actually go in and
schedule things that need to be worked on when they have an appropriate time of
year right so in October I’ve scheduled to work on my 20/20 inserts November
usually is the time to do like Black Friday and holiday promotion so I’m
going to think about what I want to do for that then new year goal setting if I
want to do a goal setting worksheet workshop again this year it would be
taking place in December of course so basically all of my projects get broken
out into here and this isn’t fully completely filled out yet because like I
said things recently changed so not necessarily a lot of the project plans
but just like my layout for the way that I was going to organize things and my
focus going forward so you know all of my projects are laid out here so I know
when I have to work on them and then individually my projects are broken out
into project plans where I can you know list out the project a description or
the objective of the of the project plan the due date or the time period that it
needs to be worked on the actual tasks and notes and of course here I also have
a section for resources if there’s different things that I need to kind of
consult along the way so this is where I will actually break down plans into
complete projects and then based on the timing of the projects
during a months I would go ahead and assign things to my monthly plan so
let’s go ahead to a blank month right now as you can see August is blank and
this is where I would start scheduling things in for my month now generally
with my month on two pages I use this as an editorial calendar and general like
event calendar for the year so individual events appointments things
like that would go in here as well as my content but I also have an opportunity
here on this this week column to break out three priorities for each week that
I want to work on so I could write three things down in here that would apply to
this week and these are things that help me get focused now these would
absolutely be things that come from my projects that are just transferred over
additionally I will use my monthly task list to kind of collect all of the
different project related tasks and one-off tasks that I need to do for a
specific month and I would have them all listed out here so everything is
organized so instead of having to rummage through a bunch of project plans
I’ve got them all listed out in one place then I’ve got my monthly tracker
where I can track out reoccurring tasks or habits and things like that that I’m
focusing on and then we get into my weekly plan where I will go ahead and
work off of that list that monthly task list plus that monthly you know
prioritized list that I’ve written down and start working on tasks I have a
place for my top three tasks every day and then a space where I can add more
tasks create a schedule take notes etc so that is how I plan for my life and my
business in one planner and that’s why my master planner is my holy grail of
planners but it is not the only system that I use I do have an auxilary binder
as well that I’m going to show you that is the place that I kind of put like
overflow and extra reference information obviously because that is a bound
planner it doesn’t have the ability for me to add and you know remove pages so I
do keep a six ring binder for me to use for extra things so this is just a
really expensive clear binder I got off of
Amazon I’ll leave it link down below I also got these black dividers off of
Amazon as well I’ll leave those linked for you down below but this just has a
few things in it the first section has a bunch of my stickers in it right so my
functional planning stickers from my shop if you didn’t know I create
stickers every once in a while and I print them out at home and I have these
printable designs that you can use as well if you want to purchase anything
from my shop I’ll leave those linked down below so those are my stickers and
keep those in the front then the next section you guys are gonna find this
very interesting this is where I take a lot of my notes and almost map out my
business plans a little bit more this here as you can see is a little pull-out
board that I actually created for myself where I map out my projects a little bit
more so this is a little bit more like a project organization board I used to do
this a little bit more on like a whiteboard in my room in my office but I
actually like having it be a little bit smaller and a little bit pour more
portable so I just kind of write out projects that I’m working on on little
sticky notes and kind of organize them you know it’s not in detail but it helps
me to see progress a little bit better and helps me to break down ideas a
little bit better so I’ve got this in the front of here so this is like things
that I’m currently working on then I just have a whole bunch of notes here as
you can see that are things that might just literally be one offs that really
don’t belong in my planner but our business-related writes like notes on
like these are like notes on a book that I read to for business and it you know
had some prompts and things that I kind of worked through as I was going along
so I’ve got a lot of different notes and things like that and here in this
section then the next section here has just a few extra odds and ends as well
so this is my online business brain thump in completion triggers list this
is what I use when I go to brain dump to help me have a very quick reference of
the things that I might be thinking about but can’t remember so this is a
triggers list it’s supposed to trigger your memory basically jog your memory as
you’re doing a brain dump now this is actually a free download if you guys
want this I will leave the link down below if you are
someone who runs a business or is thinking about running a business or you
know even if it’s not a business if you’re just an influencer or someone
who’s got a channel or something like that that you or a blog this is really
helpful for that then again I just said I just had some extra sorts of things
that I just kind of throw in here just in case I wanted to plan with them my
high by valuable I before it actually was printed I was testing it out in here
and then I just have this random section of just thanks for organizing just sorts
of you know card folders and things like that and then the final section of this
auxilary binder is an adaptation of my 43 folders tickler file system if you
guys have ever seen my 43 folders videos or if you haven’t this is basically a
portable filing cabinet for me now in the 43 folders system you get 43 folders
because you’re supposed to have a folder for each month of the year plus each day
of the month so up to 31 so 31 plus 12 equals 43 folders what I ended up doing
was because I realized I didn’t really use the daily folders really I just used
the monthly I just took this down into the 12 monthly folders so for each month
of the year I’ve got this folder where I have things that I can that I need to
work on or you know basically I just tuck paperwork in here that you know
belongs to a certain month so this is like my revolving filing cabinet
truncated to fit here in this binder so that I’ve literally this is just like my
walkin filing cabinet my portable filing cabinet for my business and this is the
perfect auxilary setup for me to go along with the charmed life master
planner okay so those are my tools I hope you enjoyed seeing those and
getting a little bit more insight into this idea of planning like an
entrepreneur the final thing that I want to talk to you about is just giving you
a little bit of advice from me to you about you know how to make the most of
planning for your business if you are an entrepreneur specifically now the first
piece of advice I have for you is that I really believe that personal development
is key you should really take up the mindset that you should never stop
learning or ever let learning stop you from
I think that’s also very important because as much as I know that you need
to be doing consistent personal development as an entrepreneur I know
you also can’t let the learning stand in the way of the doing so obviously some
really simple ways that you can continue to develop yourself personally and to
continue learning would be to read a lot of different books I’m always listening
to books on tape via audible definitely get into the habit of you
know finding some different content like mine and other people out there on the
internet video YouTube blogs whatever to help you see different perspectives for
your business and for different skills and things that you might be lacking or
just different insight that you might need and of course taking courses and
enrolling in different classes for different areas of your business are
also a great way to help you continue learning and also add that cumulative
effect of your business the next thing I think you should know is that mastering
your habits and developing a mental mastery he is going to help you so much
because I do find that the little habits that are bad that are keeping you from
fully aligning with your goals or really the things that can be the trickiest and
the biggest killers to your productivity and your success now this is why I like
to instill very positive habits like the daily journaling the manifestation
journaling that I showed you with the high by Bible that is just a very simple
literally five minute activity that I do in the morning before I open my planner
that really helps me to align myself and what I’m doing that day with my overall
and larger objectives so that daily journaling ultimately becomes a
non-negotiable habit for me so that I can manifest my goals and the third and
final piece of advice I have for you is to get to know yourself your personality
your strengths your weaknesses your motivations everything and I think a
really great way to do this is by taking a few different personality tests that
are geared towards business that you can take for free online a few of my
favorite personality tests that I always recommend our Sally hogsheads how to
fascinate personality test myers-briggs the four
tendencies by Gretchen Rubin the iniya gram and strength finders so all of
these different personality tests are really going to go a long way to helping
you understand the way that you work in the way that you act so that you can be
the best business person that you can be and really lean into your strengths and
you know take the time to develop your weaknesses and if necessary figure out
where you might need to have a lifeline to call in your business if that’s
something you absolutely need so that is everything I wanted you to know about
planning like an entrepreneur and my personal business planning sort of
process and tools don’t forget I’ll leave you some links down in the
description box where you can check out a few of the different tools and things
that I showed you in today’s video including that business brain dump
triggers list if you are a business person or an influencer or someone who’s
interested in any of this I would highly recommend grabbing that free download
because it’s a great resource that I highly recommend using as part of your
monthly brain dump process it really will go a long way to help you create
better business plans so if you have any questions about today’s video please
make sure to leave me those in the comments below if you enjoyed the video
and you want to see more from this series make sure to give it a thumbs up
and feel free to share it with anyone you think will find it interesting for
more behind the scenes of my productivity life and business make sure
to follow me on instagram at miss trenchcoat and if you’re not yet
subscribed to my channel what are you waiting for
hit that subscribe button for more awesome videos by me and until next time
bye bye

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12 thoughts on “HOW I PLAN FOR BUSINESS | Plan Like an Entrepreneur

  1. Who's excited for the return of my Plan Like an Entrepreneur Series? Leave me some suggestions for future topics you'd like me to cover pertaining to business planning!

  2. Thank you for this. I am actually in the process of getting to know myself to assist me in being more intentional about my business ventures.

  3. Hello Alexis. I always enjoy your videos and you have built a great planner process. I keep my 5/8 disc planner plus a larger 8.5/11 disc planner converted for notes on major projects—some being client notes rather than storing client file folders. However, it’s not working well. Not enough room for all the project and client notes. Believe it or not, I am considering going back to project and client binders, but resisting because of the rings and weight, and maintenance of multiple binders. Just getting this off my chest, but if you have any ideas, I would love to hear them. I think it’s time to read David Allen’s books again and rethink my organization tools.

  4. Excellent video & content. Does anyone know what kind of 'filter' Alexis has used in the video, with the items in the background in soft focus. It looks really nice. Just curious. Thanks.

  5. I think sometimes it’s hard to have one system for business and life combined. I find it difficult in that aspect… I struggle with two kids schedules, etc… home stuff family stuff and business projects. how to have one book to rule it all!? 😬

  6. This was a great refresher for my master planner, since I realized I haven't been using my project planner or brain dump sections of my planner. I'm not being intentional enough since I'm enrolled in a couple of courses right now and everything is planned already in a syllabus, but it made me lazy and I'm just using the calendar part to skim by week to week. I'm glad you're posting more of this series! Thank you!

  7. How would you suggest or recommend assessing income goals for new entrepreneurs or those with a slow side hustle when you aren't sure of the income that they would provide, or you are releasing something you haven't sold before? I am always fascinated with choosing projects that are going to enable me to provide that income, but also I am guessing it's as the process goes with early entrepreneurship its about trial and error and getting that feedback, and statistics so you have a metric of measuring those sales and successes against your financial draw in?

  8. Wonderful video! Entrepreneurship is so rewarding. I created a video on how to be an entrepreneur in 2019, and this is so inspiring! Congrats on your business and channel! Keep up the good work! 🔑

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