Current Master List - A work in progress.
1 - Review your website.
Just read everything first. Go back through, make a few changes as you go. If needed, make a list of future updates and changes.
2 - Update pictures.
Upload new ones, or make appointment in the future with photographer.
3 - Get a head start on taxes.
If you’re not sure what to do, read this post: How to Prep for IRS Taxes
4 - Do some business analysis.
Look at each quarter / year. Figure out profits for each, types of clients and work offered. Make some predictions for the future. Record any changes to make.
5 - Mini Retreat – Big Picture View
For options, read this post: How to do a Mini Retreat - Business or Personal
6 - Time planning – weekly schedule, monthly, year.
Print out worksheets or make your own. (Click for Weekly Flow, Year -at-a-Glance.) Start with a clean slate. Add in required activities. Look for things to cut. Add in top priority activities.
7 - Update LinkedIn profile.
8 - Review all digital presence.
Make adjustments if needed.
9 - Get ahead on newsletter, Insta posting, other social media.
10 - Digital clutter clear out.
Look through computer files. Delete old items. Adjust folders as you go. Archive old files.
11 - Paper work and files.
Go through paperwork. Look through everything to pull out old documents to recycle/shred.
12 - Bookshelves.
Pull all the books down, dust. Look through them. Give away old books. Perhaps stack in a new way.
13 - Bulletin board / vision board.
Make a new one, or re-do current ones and start a new one.
14 - Visual Reminders
Make posters for the office or fridge – with whatever you need to be reminded of – routines, goals, plans, schedule.
15 - Self-care plan review.
What are you currently doing for self-care? What do you wish to add? Anything to cut? What’s your budget? Make adjustments and add activities into your schedule.
16 - 3 Ideal Clients
Check out this post - Three Ideal Clients - Book Excerpt
17 - Review policies.
Adjust or add.
18 - Update Terms / Contract.
19 - Look at prices and adjust.
Perhaps add new fees, e.g. travel, late fee, reschedule, rush work.
20 - Development new offering or class.
21 - Brainstorm new marketing materials.
22 - Create Pinterest board.
For inspiration/ communication with designer, or to draw from yourself.
23 - Research people to hire / network with.
24 - Organize photos and imagery for marketing.
Update labels, perhaps put in one folder.
25 - Collect a copy of all your materials and put in one place.
For example, all ads or brochures, business cards – put in a notebook. Or all of your handouts, print and put in a folder / notebook.
26 - Take inventory of supplies.
Reorganize supplies. Label.
27 - Make a bingo card of goals. - See below.
Pick 5 categories. Write in the spaces under the BINGO. Under each, fill in tasks or accomplishments. Give yourself rewards when you get a line or blackout. I used this for marketing my book after it was written. It’s still on my fridge!
28 - Get all tax + legal info in one place.
Online and in print form.
29 - Research swag you might want to make.
30 - Research boutiques, galleries.
31 - Research events in the area for small business / community / your field.
Make a calendar of when they happen.
32 - Research events you might want to sponsor.
33 - Research charities / causes to give money or time to.
34 - Reach out to old friends and contacts just to say hi.
Only if this feels legit and you want to, with no direct business agenda.
35 - Follow up with people you’ve talked about collaborating with.
36 - Create a class or workshop to offer for profit, or as a volunteer.
37 - Do a numbers review, by month.
Check out these worksheets: Service Providers, No Sales Tax; Services Providers, with Sales Tax; Product Makers (Retail/Combo).
38 - Make a list of Household Bills
This can be useful when making your own Salary goals. Click here for a worksheet.
39 - Give yourself a Reward.
Because you deserve it. Click to see a menu.
40 - Find some books to read, related to your work.
Consider going to the bookstore to be able to browse in person.
41 - Research a vacation or work trip.
Put it on your calendar.
42 - Do some math to give yourself a raise!
Update on website and materials.
43 - Send an email or thank you card to a role model or someone who inspired you.