Finding a platform that works for you is so important.
Before looking into a new system, ask yourself these questions:
Write down your exact process that you’re taking right now to plan and keep track of projects.
Don’t skip a step! Clearly write out what you do for each type of project you work on.
For example, when you write a blog post… Do you just sit down and start writing? Or do you do some research first and then outline it?
After you’ve written down all the steps you take and how you keep track of things, decide what you like most about this process.
And then think about what you don’t like…
Do you struggle with completing things?
Are your ideas and plans scattered across notebooks and post-it notes?
This step is going to help you determine what parts of your process you want to keep when using a project management systems and which ones you want to find a better process for
Prioritize the things you work on and like to keep track of.
Your top priority is most likely your clients, right? What about your clients do you want to keep track of? Would you benefit from a client management system? Then you need to research project management tools that offer this.
If one of your top priorities is tracking your goals, you’ll want to search for a tool that can do that in a really clear way.
The type of planner you are is largely based on your personality. I recommend watching this video to find out more about the 5 Planning Personalities: Watch
Once you’ve determined the type of planner you are, you can focus on researching the project management systems that closely match the processes that work best for you.
