transition – http://traceydaviero.com/blog Providing Infusionsoft support and virtual event management for business coaches Thu, 28 Apr 2016 20:07:15 +0000 en-US hourly 1 https://wordpress.org/?v=4.5.10 Wish You Could Get Support in Your Business? http://traceydaviero.com/blog/2012/07/wish-you-could-get-support-in-your-business/ Mon, 02 Jul 2012 13:00:54 +0000 http://traceydaviero.com/blog/?p=609 Continue reading ]]> Are you a small business owner, consultant, speaker or coach that still ‘does it all’ in your business?

If you are, you’re not alone.

When we start out running our own business, we inevitably have to wear all of the hats from administration to sales and everything in between.

As we start to build our business, some of these tasks can take over time that would be better spent working with clients … you know, the ‘revenue’ part.

But it can be difficult to get started.

Your business is your baby. When you build it from the ground up, it can be difficult to bring in someone to help you with certain aspects of it – not just from a control standpoint (or lack of control!) but also from the perspective that you now have to ‘manage’ other people who are involved in your business.

This is often the thing that keeps people from seeking help when they need to get it. But the fact is that without support, your business is not going to be able to grow quickly and successfully.

So … where do you start? Easy. With a wish list (doesn’t that sound FUN?) … a Virtual Assistant Wish List!

The VA Wish List will allow you to strategically plan what it is you need help with, and will also help you plan when you can bring that type of support into your business. Here’s how:

1. List all the things you do in your business. This means everything. If you need to ‘follow’ yourself around your business for a week or a month to build this list, do it. You’ll be surprised at what’s on it!

2. Indicate what you don’t like to do, or what you don’t do well. These are the things that you should get support around immediately.

3. Indicate things that you know you will eventually need to get help with if you business gets very big very quickly. These are the things you should plan to get support with ‘at some point’ (then set that point!)

As you look over your list, really think about:

1. How easy it is to delegate  – can you call someone now to help you (ie bookkeeper, housekeeper)

2. What procedures do you have in place – if you have to explain your ‘way’ of doing things to people, do you have it written down? If not, how easy is it to do that?

3. Rank each task as most important to ‘get off your desk’ – by knowing what you need to get rid of fastest, you can free up valuable time quickly so you can focus on bringing revenue into your business right away (*and that could pay for your outsourcing!)

It’s as simple as that. Write it all down so you can look at it. Pat yourself on the back for all that you are doing in your own business. Then get moving to get help where it makes sense. You will not only free up your time to make more money, but you will also establish yourself as a growing business owner who recognizes that no one can (or should) do it all alone.

Don’t wish for support – build a Wish List and get it. For more information about working with a Virtual Assistant, visit my blog at www.yourvamentor.com/blog

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Making your support ‘wish list’ http://traceydaviero.com/blog/2011/10/making-your-support-wish-list/ Thu, 20 Oct 2011 12:00:06 +0000 http://traceydaviero.com/blog/?p=560 Continue reading ]]> When you are considering getting support in your business, it can sometimes be difficult to figure out where to begin.

I say, begin at the beginning!

The first thing you need to do is to make a list of all of the things you are doing in your business – and that means everything – so include your client work, but also your marketing, your bookkeeping, your scheduling, your networking, your emails, writing correspondence or newsletter materials, customer service, anything at all that you are physically doing in your own business.

The second thing you need to do is to look at that list and really think about whether you are serving yourself and your business by doing each of those tasks, or if you can get support in any of those areas.

If you look at that list, you will see that most of the things on it are not actively generate revenue in your business … and that means that most of them should be outsourced or automated in some way.

There are many reasons you would want to get support for something – you don’t like to do it, you aren’t good at it, you don’t have time to do it … these are just a few. But also think about this – if there is something that you will eventually not be able to do (because you get too busy with client work, for instance) then you should flag those items as well.

Anything that can be outsourced or automated in some way should be. I like to tell my clients that the list they have created is their ‘wish list’.

Now that you have identified things that you would like to get support with, pick one thing and get started.

You will realize how much easier it is to have someone support you once you actually do have them doing it. You don’t really realize how much time you are spending on non-revenue-generating activities in your business until you write it down, and then get support with those tasks.

Finding help is also a lot easier once you know specifically what you are looking for. You can put out a request for proposal, you can ask colleagues for referrals, or you can hire an intern who is studying in your field. There are many places to find help but knowing what you need is the first step.

I’d love to hear your comments on this article.

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Lessons from the Ski Hill http://traceydaviero.com/blog/2010/04/lessons-from-the-ski-hill/ http://traceydaviero.com/blog/2010/04/lessons-from-the-ski-hill/#comments Thu, 01 Apr 2010 13:00:26 +0000 http://traceydaviero.com/blog/?p=365 Continue reading ]]> Over the March Break, we were lucky enough to get together with family at Mont Tremblant in Quebec, which is about 2 hours or so from our house. My son had gone skiing on a couple of school trips this year, and his cousins and uncles were anxious to get him out on a ‘real’ hill before the end of the season, so we popped up Saturday afternoon. 

As I stood at the bottom of the covered gondola watching him go waaayyyyy up to the top of the hill, I was both excited and nervous. The next time I saw him was over an hour later, and he was beaming. I’m happy to report that he had an awesome time. He skied for several hours, and did very well by all reports. He is definitely hooked, and is primed and ready for next season! We are even going to ski with him next year.

So now that the snow is definitely gone here, I have been reflecting on that trip (daydreaming of a longer holiday soon, no doubt!).

I always think that the simple things in life teach us great lessons. The lesson that I am taking from that ski trip is definitely simple:

  • Learn something new (a new skill or service)
  • Practice it often to perfect your technique
  • Start slowly but don’t be afraid to push yourself
  • If you LOVE it, be sure to find opportunities to keep doing it

And if you stop loving it and it stops challenging you for some reason, then it’s time to learn something new.

That’s not to say that you should move along everytime something gets boring, but it’s important to keep challenging yourself to keep your work interesting. One of my favourite quotes (I have it hanging in my office) is from Aristotle, “Pleasure in the job puts perfection in the work.”

If you love what you do, then you will love to go to work everyday. So if there is a task you don’t love to do anymore, outsource it! If there is a client who doesn’t fit with your vision anymore, refer them to someone new. If there is a procedure that you are using that isn’t working like it used to, explore new options.

The idea is to keep things fresh – spring is a great time to take a look at various parts of your business and make changes where necessary!

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Transition Stages: Hiring a Team http://traceydaviero.com/blog/2010/03/transition-stages-hiring-a-team/ http://traceydaviero.com/blog/2010/03/transition-stages-hiring-a-team/#comments Tue, 30 Mar 2010 13:02:15 +0000 http://traceydaviero.com/blog/?p=354 Continue reading ]]> So here I am, still transitioning my business to the beautiful vision that it is inside my head! I am making space in my day, making space in my business, for new clients and more business from existing clients.

There is much to do, and as long as I am breaking it down into manageable chunks, it is really not a difficult process. Each day I have put aside time to do ‘something’ for my business that will help me learn and grow. Last week I submitted an RFP to VAClassroom to get some new people on my team (how Tim Ferriss of me, huh?).

Teamwork

I have a few people that already help me out with overflow and special types of work that I do not do (read: graphics and design!) but now I am expanding to have more VAs work with me on a regular basis to take care of the growing list of tasks that my clients need.

I constantly tell my clients that it’s important to build a support team around them so that they can focus mainly on their clients and what they LOVE to do in their business. So the more I can take off their plates, the more time they will have to concentrate on just what they want to do.

By putting a team in place that can handle a larger workload, that means that I can spend more time planning for my clients, and we can get our initiatives in social media or just marketing working harder for them.

I am looking forward to this new transition in my business, too. I look forward to being more productive, and learning as much from my team members as I hope they learn from me!

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Transition Stages: Clearing Clutter http://traceydaviero.com/blog/2010/03/transition-stages-clearing-clutter/ Fri, 19 Mar 2010 15:00:35 +0000 http://traceydaviero.com/blog/?p=341 Continue reading ]]> I spent most of last weekend cleaning my office and my filing system and my computer of unnecessary files and emails and programs that I rarely used. It’s nice to be able to sit down and get that done  but it sure takes a long time!

I use Laurie Bornstein’s philosophy about clearing clutter when I need to get things like this done:

  1. Start small – tackle one small thing at a time and you will get more done in a shorter period of time.
  2. Clear out one full item (whether that is a desk drawer, shelf, email folder, computer folder, etc.) and then only put back the things you need. Decide where the other items belong and get rid of what is unnecessary.
  3. Move on to the next item and repeat the procedure!

It’s really simple and it really does work. It breaks the task down into manageable chunks and it helps you to keep focused on the task at hand. I cleaned up one whole computer and moved a number of items from a second computer to my laptop.

When you work from home it can very easy to get distracted by things that are not work-related, or are non-billable time. I have mentioned in my previous posts that I am getting back to my perpetual learning mode, and it can be a distraction to have course material on my work computer, so I moved it so I can’t access it during business hours.

Little things like this can really go a long way to helping you focus on the task at hand when you are working virtually.

Take the time to clear the clutter out of your way, and be prepared to be more productive!

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Transition Stages: The Cleanup http://traceydaviero.com/blog/2010/03/transition-stage-five-the-cleanup/ Sat, 13 Mar 2010 15:30:16 +0000 http://traceydaviero.com/blog/?p=296 Continue reading ]]> Along with schedule adjustments and down-time to read, it is also time to renovate the office. Now that I am working from home full-time again, I am no longer running in and out of my office, dropping things where they may fall. Now is the time to clean the environment around me so that I can focus only on my work when I enter my office each morning. Files_On_Shelf

I have already shopped for a new office chair, which I have needed for way too long. I have already set up my music selection which I love!

I have a great filing system for my email, computer files and paper files, but I am looking forward to purging, purging, purging much of this that is no longer necessary to keep on file. I’ll give my recycle bin and my shredder a workout, that’s for sure!

I will clear the clutter that has accumulated in my office. I have two desks in my office and one of them is a catch-all for all kinds of paper. I clean it off occasionally, but now I will want to work at that desk, so I will have to make sure that I have a better way of managing the stuff that ends up there now!

Of course as I purge, I am finding all kinds of gems that I have printed or saved over the last several months ‘to read when I have time’.  The collection of free ebooks and reports and mp3s is really mind-boggling. Luckily my computer filing system is good and I am having no trouble going through them, picking out the important pieces, and purging the rest. I will probably share some of these with you as I weed through them!

I always thought that electronic copies of things were more environmentally friendly, but my computer hard drive disagrees! I have recently done the same with email lists that I belonged to that were not serving me. It’s important to keep the flow of information that comes in front of you relevant and pertinent, in order to maintain your focus and clarity.

As I brighten the space around me by clearing the clutter in all of these areas, I am making really tidy room for the client work that is on the horizon! Looking forward to it!

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Transition Stages: Back to the Books http://traceydaviero.com/blog/2010/03/transition-stages-back-to-the-books/ Mon, 08 Mar 2010 14:00:52 +0000 http://traceydaviero.com/blog/?p=286 Continue reading ]]> So what does one do when one finds a bit of extra time in the schedule? Go back to the books, of course!
books-pile
I am in the process of reworking my schedule and as a result am finding pockets of time here and there to relax. Several months ago I got a copy of Jim Clemmer’s new book, “Growing @ The Speed of Change” and I started to read it but as my workload was so heavy at the time, sadly I put it down and couldn’t find the time to pick it back up.

This week I have picked it up again and I am definitely finding it hard to put it down. It’s not the first of Jim’s books that I have read – I read “The Leader’s Digest” many years ago. I love Jim’s style in this new  book – it is a combination of classical and modern quotations, stories, ‘wise words’, anecdotes and practical applications to help incorporate change into your life, and to help you deal with the uncertainty that can come along with that change.

It is such great timing for me to be reading this again and I am finding great nuggets about focus and positive thinking and attitude that are really helping me through this transition in my business.

I have learned that of the three types of people Jim describes – the wallower, the follower, the leader, that I am a leader (I kinda knew that already, but it’s nice to read it!).

“The Wallower curses the wind. The Follower waits for it to change.
The Leader adjusts the sails.”
~ Jim Clemmer

The book is so full of information but the format make it really easy to read. I look forward to keeping it right on my desk bookshelf for easy reference!

Nothing like picking up a bit of confidence and mixing it with some positive thinking when you’re trying to grow your business!

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Transition Stages: Me Time http://traceydaviero.com/blog/2010/03/transition-stages-me-time/ Fri, 05 Mar 2010 19:14:41 +0000 http://traceydaviero.com/blog/?p=308 Continue reading ]]> Finishing my first full week at home and for some reason I had much less time to myself than I expected! Not that that’s a bad thing, but I pictured naps and movies in the afternoon, and that just didn’t happen!  napping

I did come across an interesting article about napping though. It does in fact boost brain power and I particularly like the reference to the brain email inbox. Have you ever felt like you are on communication overload?

In any case, I am still focusing on ME time over the next couple of weeks. I am enjoying a lot more quality time with my husband and my son and we are even going on a ski trip in a couple of weeks. (Well, there will be people skiing around us, anyway.)

ME Time is really important in general, but when you run your own business and work from home, you can only be GREAT for your clients if you make sure to take care of yourself first. By taking care of yourself, you will be much more prepared to take care of others.

Note to self: book facial and pedicure (spring is on the way and if you know me, that means sandals!!) and maybe even a haircut and a massage. I deserve it!

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Transition Stage One: Back Home http://traceydaviero.com/blog/2010/03/transition-stage-one-back-home/ Wed, 03 Mar 2010 13:30:54 +0000 http://traceydaviero.com/blog/?p=280 Continue reading ]]> So I am finally entering the transition stage that I have been long awaiting. For twelve years I have been working from my home office, but there have been times that I have taken on work with one or more clients that has required me to be on-site at their office. home

I have recently finished working with my last on-site client and am now back home in my office five days a week. This is a great change for many reasons, and I am looking forward to settling into my new routine!

When you work from more than one location, it can be difficult to focus on your task list. It takes great organization and often requires putting in extra hours to keep on track because of all the stopping and starting.

I have a very full client roster these days (yay for my clients!) and so juggling time away from my office during business hours was sometimes very difficult to manage. I found myself working very early in the morning and very late at night, often, just to keep the workflow going smoothly.

I am very happy to be back home full-time, and focused on scheduling my time any way that suits me.

As I look around my office, I know there will be change ahead of me. I have a great email system but I know I will tweak it. I have a great filing system but I know I will change it. I have other things that I have no systems for. I know I will develop those. For those of you who know me, that’s an exciting phase for me! I love systems!

In my business, there will be even bigger change. I look forward to blogging regularly and tending to my social networks, and even getting a newsletter started. I am revising my service offerings and focusing on my ideal client. I am building a team of people that will help me take care of my clients’ needs and help me grow my business too.

It’s going to be great, and I am happy to jump in with both feet!

It’s nice to be back home!

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