Without a system in place that includes a workflow, it can be difficult to keep up the with momentum and taking on more clients or projects. Establishing a good workflow can help with efficiently completing projects, working smarter and better time management.
Establish the scope of the project and write your deliverables first. List all the things that you need to complete. Then start with first things first, using your checklist to make sure you didn’t forget anything including timelines.
Craft Your Workflow
Seeing your workflow visually can help you identify areas that you left out or forgot. You can actually use the checklist for a generic project to create a workflow. You can use a mind map, or draw on a whiteboard the work flow.
For example the workflow for publishing an eBook might look like this:
Researching the niche, create a topic, craft a title, outline the book, write the intro, write the table of contents, design a book cover, etc. When you draw it instead of write it, you can easily see the the tasks can be done in order.
A nice tool to use for free in creating a visual mind map is Mindmup. Using Mindmup has helped me create website re-designs that include, themes, colors, images, links to products, carts, payment gateways, marketing to different platforms, etc. Without having a workflow to help you see visually when moving from one task to another, can be daunting.
Create a Packaged-Price Rate
One of the best things you can do for your business is to try to develop a pricing package rates for your work. This will have you avoid having to track your time. Time tracking for multiple clients is time consuming and an interruption so try to avoid it, if possible.
Create Checklists for Each Project
When you do the same types of project over and over again, creating a checklist to that guides you and others who work with you through each project. This helps keep you on task for every project. Just like pilots have checklists in place to ensure all systems are working properly. That’s a good checklist to use before take off! So, before executing that the project is complete, use your checklist.
Using a Project Management System
Use a project management system like Wrike, Trello, Basecamp, Asana, or Teamwork which helps getting yourself, team members and your clients organized from day one. These systems already has some ways to organize the work so that you don’t need to actually create everything from scratch. Many of them provide free tips from their websites in getting more organized and having workflows. Asana offers one of the best free version. With the free version of Asana you you’re able to create more than one project. You can add teams, upload files, images and message within the app. (Free at the time of this writing).
Google other workflows
Use a Google search for workflows that are already written. You can search in a similar area of topic and use them as ideas for your own use privately.
Your workflow will change and not set in stone. You can always change your workflow as the project comes along or if you found a smoother transition from one tasks to another that saves you time.
As technology improves, your workflows will evolve. Over time, your workflows can only get better and more efficient. Workflow design is essential to your success as a business owner or contractor who takes on projects from multiple clients. Testify that you develop your workflows based on the services that you offer so that your project management practically runs itself over time and more efficiently.