6 Ways to use a business digital planner

Simplify templates
28 Sep , 2022

With so much going on at once, it can be difficult to keep up with what’s coming next. And that can make it tricky to stay organized and ensure that you’re keeping on top of everything. 

Fortunately, there are plenty of digital tools out there to help you get your business in order – so let us introduce you to the business digital planning.

If you’re not familiar with the term ‘digital planner’, don’t worry – it’s not something that only weirdos use. Rather, it’s a type of software which can be used online or through an app (depending on your devices) to keep track of everything important about your business. 

From your budget and finances to your marketing plans and staff rosters… A good business digital planner tool will help you organize all these pieces of information, as well as provide insights into where you could improve things moving forward.

Remember a business planner is about business

When you’re learning about a new topic, it can be easy to get wrapped up in the terminology and technical minutia. But when you’re talking about business, remember that you’re not talking about science, nor are you talking about technology. You’re talking about business. 

That means that your goal should be to explain concepts in a common language that potential customers can relate to.

A good way to do this is by using analogies and metaphors. For example, if you’re explaining how an algorithm works, instead of saying “the end result is that Google searches for products on Amazon more frequently than Amazon searches for products on Google”, try saying something like “Amazon makes it easier for customers to find products on their own website, while Google makes it easier for customers to find products on other websites.” 

The point of this analogy is not to make the general public understand the technical details of how the algorithm works; it’s simply to explain concepts in a way that couldn’t possibly be done with simple words (like “Google searches for products on Amazon more frequently than Amazon searches for products on Google”). 

By doing so, you’ll ensure that your audience will understand what you mean and be able to connect with your message.

Realistically assess the time and resources at your disposal

When setting out to build a business, there are a number of things that you will need to take into consideration. One of the most important things is to make sure that you have the time and resources available to you. If you do not have enough time, then it will be difficult for you to complete all of the tasks that you need to do. 

Furthermore, if you do not have enough money, then it will be difficult for you to afford the tools and supplies that you will need in order to start your business. When starting a business, it is important that you take these things into consideration so that you can be sure that your business will be successful.

Create a calendar of all of your most important business deadlines

One of the biggest mistakes people make when it comes to deadlines is not scheduling them. Creating a calendar for yourself is an incredibly important step if you want to stay on top of things. 

It’s also a great way to see how much time you have left over in your day. Once you create your calendar, make sure you actually use it. This will help keep you on track and ensure that you don’t miss any deadlines. 

If you end up missing one deadline, you might end up missing a few others as well. So, be sure to keep track of all of your deadlines and stick to them at all times. This will ensure that you stay on track and keep your business running smoothly.

Learn how to deal with multiple priorities

The biggest mistake people make when dealing with multiple priorities is simply ignoring them. The more time and energy you spend on one thing, the less you have to spend on another. When you try to juggle multiple commitments at once, it's easy to lose sight of everything else that needs your attention.

When things are piling up, it can be tempting to give up on one or more of your tasks. You might tell yourself that your current priority is too important to neglect. But then another priority pops up and you're no longer sure where to put your time and energy. And as time passes and each new task piles up, it becomes even harder to keep everything in check.

There's only one way to deal with multiple priorities: stay organized and prioritize each task as if your life depended on it. Set aside a block of time every day for all your responsibilities. If you don't have enough time, prioritize one item at a time until you can get everything done. And don't forget that not all tasks are created equal; some are more important than others.

Use your planner to list what you need to delegate

Whether it's packing up early to leave the office before your boss calls, or spending more time with your family while you close out one project, a little extra work never hurts. But when it comes to delegation, the devil is in the details—from finding the right person for the job to making sure you have all the tools and resources you need.

Then-Vice President Joe Biden famously said, "The most critical factor in whether you succeed is how well you delegate." If only he had been around in ancient Rome! Here's how to make your delegation plan a success:

  1. Start by identifying what needs to be delegated. Is there someone on your team who could help with a specific process? Could someone else fill in for you while you're away? Is there someone else in your organization who could pitch in on important projects?
  2. Make sure you can trust this person to do his or her part without fail. That means providing them with everything they need : equipment, training, access to information, and so on.
  3. Set clear expectations for what each party must do and when they must do it. Make sure everyone knows exactly when they will be reporting back to you.
  4. Set up regular check-ins where you can ask questions and ensure that everything is still on track and moving forward as planned.

 Make conservative financial forecasts and estimates

As with all business plan, conservative forecasts and estimates are key. You should always be prepared for the worst-case scenario, and you should estimate how much you will spend on taxes, insurance, and other expenses as you plan your budget. Never assume that your expenses will decrease as you grow your business; instead, be prepared for fluctuations in income. Finally, always overestimate the amount of money you need to start your business and then scale back when you actually receive revenue.

Another important step is to know how much of your income will be going toward necessary expenses like payroll, rent or mortgage payments, utilities, etc. If you have a lot of room to grow in this area, then you can increase these costs later on. If not, then you'll have to take out a loan or some other form of financing to pay these bills.

👉 Discover our business digital planner available by instant download.