Goal Prioritization - How to Keep Your Business on Track

Updated: Nov 11, 2021

Have you ever created a goal, set up your to-do list to achieve that goal, and then gotten distracted watching YouTube videos or scrolling through Instagram? Trust me when I say I get it. Battling distractions and consistently pursuing one's goals can be tough, especially when you have a disorganized task list. Today, we are going to take action to improve this by explaining how to prioritize goals, how to organize tasks, and how to navigate distractions.

How to Prioritize Goals

Prioritizing one's goals is essential to creating a cohesive work strategy, especially when you are a small business with dozens of projects on the docket. It can be easy to brush aside your business goals when you focus solely on completing clients' tasks. That’s where goal prioritization comes in.

Our last article covered how to create value-driven goals and break down those goals into actionable steps. The same concept applies here. Once you have your list of actionable steps for each goal you have created, you can incorporate them into your task list.

How to Organize Tasks

Once you have your list of actionable steps to achieve your goals, you can combine them with the daily, weekly, and monthly tasks you need to perform to keep your business running and achieve your clients' goals. Before you start writing tasks down, let’s take a moment to get organized by following this process.

1. Create a Master List

When organizing tasks, you need to create a master list. Your master list should include each task you need to perform, the steps involved in completing that task, and the task's due date. While it may look overwhelming at first, it makes it a lot easier to organize your projects when they are all visible, just like how you did when you created your actionable steps to achieve your goals. You should have a single master list(goal task list & business/personal task list combined) by the time you are done.

We want to note that your business and personal tasks will constantly evolve. For example, as you gain new clients, you will add more tasks. By keeping a master list, nothing will ever accidentally get swept under the rug.

Additionally, make sure that your task list is located in one place, like a notebook or an app. Each time you get a bill in the mail, an email from a client, or a text message from a coworker, put it all in one place.

2. Assess Urgency

When creating your task list, the first items to complete should be the most urgent ones. Often, these tasks are due soon, appointments that need to be made, or bills that need to be paid.

A standard method for assessing urgency is following the "4 D's."

- Do: Complete the task ASAP

- Defer: Complete the task later (note the due date)

- Delegate: Assign the task to someone else (virtual assistant, employee, etc.)

- Delete: Remove the task from your list

3. Determine Effort

We know that the “Do” or urgent tasks need to be completed first, but what about those after that? For this, we recommend that you determine the amount of effort it would take to complete the task and organize it from there. Look at each task and estimate how long it will take to complete. Do you need to write a blog post? That might take 3 hours. Do you need to schedule an appointment? That may take 15 minutes. By determining how much time and effort a task is going to take, you can appropriately organize your tasks into your schedule.

Focus on Mind Set

After you have determined the effort involved in each of your tasks, you need to think critically about your own mindset. Every person works differently, and there is no concrete method that works for everyone. The easiest example is an early riser versus an afternoon person.

An early riser is at their best and brightest first thing in the morning. In their case, it would make sense to complete the hardest tasks first and save the easier tasks for the afternoon when they run out of energy.

The opposite would be true for an afternoon person. They may need to complete a few easy tasks first thing in the morning to get warmed up and then work on harder tasks in the afternoon.

You are the only person who knows how your brain works best. If you are unsure, try out a few different methods to see what works for you and then organize your schedule with a focus on your individualistic mindset.

Whatever your mindset turns out to be, remember to keep a balance. You certainly don’t want to schedule 5 three-hour tasks into one day. Additionally, if you have tasks that need to be scheduled for a specific time, like a 3 PM appointment with a client, then your other tasks need to be organized around that time.

4. Streamline Efforts

Bouncing back and forth between tasks is a waste of time. When you are working, you need to streamline your efforts by staying on one task until it is completed. It is critical not to get distracted (but we will address that in a minute). Additionally, when you are streamlining your efforts, try to clump similar tasks together. If you have to go onto an app to complete a task, do all the jobs for that app at one time.

5. Set Break Times

Even when you are on the right track for maintaining a successful day, powering through tasks, you still need breaks. Overworking yourself today often leads to a lack of motivation and progress for tomorrow. By scheduling break times, you are giving your brain and body a much-deserved rest.

When you schedule break times, we highly suggest the following:

1. Make sure you eat a healthy meal or snack.

2. Drink plenty of water to stay hydrated.

3. Avoid screen time if you work a screen-heavy job.

a. Even if you don’t have a screen job, still take a bit of time to be off-screen.

4. Go for a walk if you have a desk job with lots of sit time.

5. Sit quietly if you have an active job that involved physical labor.

6. Take deep breaths, meditate, or have quiet time.

7. Go outside

8. Perform a personal task (like going to the bank)

a. Just don’t do so many that you use up your entire break.

9. Connect with others

Last but not least, use your whole break as often as you can. I know that it can be tempting to cut your break short because you "have so many things to do," but short-changing yourself not only hurts you but your business too. You have a break for a reason; use it.

6. Plan for Changes or Problems

I’ve said it before, and I'll say it again, life rarely goes according to plan. We can do our best to guess at the future, but we won’t know what’s going to happen until it gets here. That is why it is critical to plan for chan