How much planning should a small business do?

The flippant answer is, “As much as possible”, of course, but small and medium business owners and entrepreneurs are, by nature, action people. They want to get on and run their businesses. So, although they recognise the importance of planning, their time...

Why does digital often neglect planning?

Perhaps it is the immediacy or ease that encourages people to just jump right in, but folk who normally plan their business carefully often neglect this crucial element in their digital marketing. Big companies, using digital agencies, would not dream of moving...

How to prioritise tasks

You have sweated over your plan – lots of new issues have arisen and you find yourself staring at a seemingly overwhelming list of tasks. You have to prioritise, but how do you begin, when everything seems so important? Here is a little matrix you may find...

I’m an advisor, can I use the cards?

Absolutely! Card sorting comes from a technique used by trainers and coaches and is a great discipline for helping people think about their business. Business planning can be quite daunting when faced with a blank sheet of paper, the cards give not only a starting...

Now I’ve built my plan, how do I remember it?

Cards are great tools for stimulating ideas and getting over that awful ‘blank sheet of paper’ moment, but once you have worked out a great plan you need to remember it and it may not be convenient to leave all the cards spread out on the table ( you may...

Are there headers for categories?

We’ve tried to keep the cards as flexible as possible and if you want to group tasks we think it is easiest to create your own. For example you may want to group tasks by function – perhaps finance, marketing, sales – whereas somebody else may want...

Do I have to use all the cards?

No, we have tried to provide as many cards as we can to cover as many possibilities as people may need. However, you may just be working on a specific task or already have completed a lot of items. Feel free to just use the cards you need – remember they are...

My business has some tasks which there are no cards for?

Every business is different and many have specialised tasks they need to build into the plan. That’s not a problem, the card set is designed to be as general as possible to give your plan a flying start – if you feel you need some extra cards – just...

Where do I start?

When building a plan along a timeline, it really doesn’t matter where you start. Decide which way your timeline is going to run, maybe left to right or top to bottom. Choose a card that represents an important topic for you and place it in front of you. Then, if...