Home > Business Maintenance, Business Planning, Operations, Random Chats, SM Strategy > Solopreneurs Need Staff Meetings Too!

Solopreneurs Need Staff Meetings Too!

Yes, the title is an oxymoron, but indulge me for a moment. This post came about because I am often asked how I keep track of all the different aspects of running a business as a solopreneur.

As a solopreneur you’re pretty much responsible for wearing EVERY hat in the company – accounting, marketing, IT, snacks – you already know this. As I started attending more events, growing the biz and just getting busier, I needed to get a better handle on all the different aspects of running my business, not just “get the client and do the work”. Sound familiar??

One day I’ll grow to the point where I need to hire employees. In the meantime, I needed a way to organize all the “departments” in my business. This got me to thinking about corporate Monday morning staff meetings, when each department reports on what they accomplished last week and what they have planned for the upcoming week. Next thing I knew, the Phisco Marketing Staff Meeting was born.

Now, I don’t technically have a staff, but that doesn’t make a difference.  Here’s how it goes: As the boss/CEO/COO you divide your staff meeting “agenda” into departments and list responsibilities as though each department head has to give a weekly report. Next, complete the agenda below as your first order of business on Monday morning (I usually complete mine on Sunday evening to get a jump on the week). Then plan your actions accordingly, even scheduling in those “where did that come from?” tasks that creep up on you.

Important note: A client is any entity that you do work for. If you sit on a Board, that’s a client. If you are an active member of any committee, that counts as a client too. Do you perform volunteer work on a regular basis? Client. You get the picture.

Here’s my Staff Meeting Template. I added basic notes so you can see what I include for each department. Yes I really use this one, colors and all, I didn’t pretty it up for y’all one bit!

At the end of your week (whichever day that may be for you) review what you accomplished, and push the items that didn’t get done to next week’s agenda, rinse and repeat! This can’t replace a quarterly review, business overhaul, etc. but it can function as your prioritized week-at-a-glance. This has been my saving grace for the last 6 weeks or so!

Sometimes a simple structure can make life less complicated.  Feel free to use, re-purpose, modify as you like,  all I request is that you let me know how it works for you! If you have another method, do tell!

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  1. April 20, 2011 at 3:29 pm

    I really needed this post. Sometimes I am so unorganized with where to go with my business next. This format will really jump start my week! Thanks for this entry!

    • May 3, 2011 at 1:20 pm

      How are you doing with organizing your biz Janelle? Have your staff meetings been helpful?

  2. May 3, 2011 at 1:15 pm

    Most of us have been in the corporate life and we are used to planning just like this. I also keep a DMO – Daily Method of Operations hourly. Where that really helps me is with Social Media. Time can just disappear when we get engaged and then I have not left enough time for prospecting and working on projects, blog posts etc. You have some great ideas!

    • May 3, 2011 at 1:23 pm

      Thanks for commenting Debbie! I think sometimes biz owners forget to apply the same corporate methods they’ve always used to their own business. And social media is too much fun, I have to schedule my “engaging” time or I’ll chat online all day!

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