Small Business Week: How to NOT Overbook Your Calendar

Recently, a friend/client/networking partner had to cancel a morning meeting because she had overbooked her Tuesday.

Another client had to reschedule a document drop-off with me because he “ran out of day today.”

No judgement here.  Been there, done that.

In her text message to me, the overbooked friend/client/networking partner asked me to write a blog about how to not overbook our schedules!  So, friend, in honor of National Small Business Week, here it is!

When do you work?  Where?  How?   Workdays and work places have changed, due to worker and industry preferences.  A “typical” workday is anything but typical, more than half the workforce works for themselves or small businesses, and many of us work from home (or Starbucks, or someone else’s home, etc).

As the lines of work and home blur, it’s difficult to keep all our commitments straight!  So, to help get the most out of your schedule, without resorting to teleportation or cloning, here are a few ideas:

  • Check your schedule regularly, with an eye out for potential snags or trouble spots. Don’t wait until tomorrow to plan for tomorrow. or until next week to plan for next week.
  • Schedule recurring events.  Actually put them in your calendar / planner / etc.  Yes, you will probably remember.  But then again, you may not.  Just write them down.
  • Better yet, Just write everything down (or make a note in Outlook or Google Calendar, or your planner, or however you track such things).  I can’t be trusted to remember things unless I write them down.
  • Determine realistic time estimates for your regular tasks.  Have you noticed?  We tend to underestimate how long our favorite tasks take, and overestimate how long dreaded tasks take.  We assume the easy stuff will go quickly, but get snagged or run late when something goes wrong.
  • Factor in commuting time between meetings where applicable,  and multitask your travel time.  I’ve been leaving a more generous time cushion between client appointments, to accommodate conversations that go a little long, traffic troubles, or a quiet moment to eat my lunch on the way to the next appointment.
  • Keep your calendar and contact information up to date and with you at all times, so if you do find yourself overbooked or running late, you can do the polite and professional thing and call ahead.
  • Do not feel you have to explain yourself.   No one needs to know that you need to leave a meeting on-time to get to a 6th grade soccer game.
  • If you do double book yourself or if life gets in the way, just OWN UP, APOLOGIZE and reschedule.  Make that call with solutions in mind, as in “I’m very sorry, something unexpected came up and I’m going to be late to our 1 o’clock meeting.  Would you like to push it to 2 pm, or reschedule for a different day?”
  • Meetings.  Ah, meetings.  Meetings, by definition, involve other people.  And talking, and planning and note taking and assigning tasks.
    • Don’t be ‘that guy’ or ‘that woman’.  You know, that one with the late, rushed and loud arrival. Be early, be prepared, and be quiet until there is something to say.
    • Don’t like making pre-meeting small talk?  Smile politely, then make a show of reviewing your notes, or making new notes (even if it’s your packing list for vacation, or an email for later).
    • After the fact:
      • Set an alarm to keep from getting chatty.
      • Factor in processing time for your notes and action steps from the meeting, before heading to your next activity.

As you move through your week this week, keep your schedule in mind, and try a tip or two to make that next workday or meeting go more smoothly!

Small Business Week: Run Your Business (and Life) Like A Boss

The first full week of May is National Small Business Week.

I respect and admire my fellow Small Business owners.  We’re small but mighty!  Yet, for every day that we are doing great things in big and small ways, we also struggle. You know it’s true:  if you have a small business, very often you are all departments – bookkeeping, accounting, IT, marketing, manufacturing, legal affairs, strategic planning – rolled into one (or perhaps a few) busy and occasionally overwhelmed individual.  It’s the same on the home front, too – we fill many roles in our homes and families.

This week, as a busy woman and Small Business Owner, I am reminded, and also challenge you, to Be the Boss.  To Be The Boss, we need to:

  • Stick with our strengths – Know what SPECIFICALLY WE ARE GOOD AT, and focus on that;
  • Know what department / individual / outside source can help us with the other areas in our life or business listed below; and
  • Be willing to ask for help / delegate.

To Be the Boss, We need to know and stick with our strengths.  Professionally, I am great at Organizing, and teaching others how to be organized, too.  That’s where I need to spend my time, in the areas where I am an expert.  Consider this, if a client required plumbing skills or financial planning, we would call in other experts.  Having me do tasks I am not good at would be frustrating all around, a waste of my time and my client’s time and $$.

To Be the Boss, we need to realize that as a huge corporation or a solo-professional like myself, We all need support in certain expert areas, like:

  • Accounting
  • Financial Planning
  • Bookkeeping including Payables and Receivables
  • Legal Affairs
  • Marketing
  • Graphic Design / Printing
  • Web Site Design / Maintenance / Social Media
  • Advertising
  • Manufacturing
  • Distribution
  • Sales
  • Customer Service
  • IT / Tech Help
  • Administrative duties
  • Human Resources
  • Strategic Planning / Board of Directors

Consider this: a few years ago, I spent too many hours researching and considering the pros and cons to the different types of legal structure for my business – S or C corporation?  LLC? Sole proprietor?  An hour with an expert, namely my attorney, cleared up my confusion.  I didn’t have to become an expert, I could just ask the expert.  Since I started my business, I have learned a lot and met some really amazing people. Looking at the above list of support areas, now I can say I have experts working with me – a CPA, lawyer, financial planner, graphic design house and printer.

Be the Boss, and know when to ask for help.  Maybe you are good and even great in some of the support areas above. But if you spend time on these support tasks instead of the Expert tasks that only you can do, it’s time to Be the Boss, and find others to help you.  What tasks are you willing to let go of completely, or delegate to others?

For example, I need to focus on delivering Organizational Services and Presentations (what only I can do).  And I like running the business of my Business. So I’m considering what personal / home tasks I can streamline or outsource to professionals, while I focus on my strengths personally and professionally.  Support services for our home life could include:

  • Lawn maintenance
  • House cleaner
  • Laundry service
  • personal shopper / concierge service / errand running
  • child care
  • occasional pet care / dog walking
  • The list is endless, and there are people to do all sorts of tasks for us!

So, whether you own your own business or not, you, too, can run your Business and Life Like A Boss by sticking with your strengths, knowing what you need, and knowing when to ask for help!