Skills & Tools for Time Management
Get on the Path to a Work-Life Balance
When you’re an entrepreneur, time can be your biggest asset and your biggest enemy. With so many tasks competing for attention—meetings, marketing, client work, product development—it’s easy to feel overwhelmed. But mastering time management isn’t just about cramming more tasks into your day. It’s about achieving balance, working smarter, and creating a routine that supports both your business and your life.
Let’s walk you through a time management approach that helps you hit two key goals:
Achieving a plateau of organization so you’re not constantly scrambling.
Establishing a work-life balanced routine that allows you to be productive and present in your life.
MASTER YOUR MINDSET
To follow along download the Toolkit.
Step 1: List What You Need to Do
The first step to mastering time management is getting everything out of your head and onto paper (or a digital tool). The reason most people feel scattered isn’t that they have too much to do—it’s that they’re juggling everything mentally without a clear plan.
Take a few minutes (or an hour if needed) and make a master list of all your responsibilities.
Break down personal and professional tasks.
Separate long-term projects from immediate deadlines.
Include repetitive tasks like checking emails, updating financials, and attending meetings.
Once you have your list, you’ll instantly feel more in control. Clarity begins with knowing what’s on your plate.
Step 2: Organize by Daily, Weekly, and Monthly
Once you’ve written everything down, it’s time to prioritize and structure your tasks into categories: daily, weekly, and monthly. Include a PDF interactive worksheet for daily weekly and monthly tasks.
Daily Tasks: These are the essentials that keep your business running. They could include responding to emails, scheduling social media posts, or checking in on project progress.
Example: Spend 30 minutes each morning tackling high-priority emails and 30 minutes scheduling content.
Keep your daily list small—3 to 5 key tasks—to avoid burnout.
Weekly Tasks: These are your recurring responsibilities that don’t require daily attention but need focus on a regular basis.
Example: Reviewing analytics, client check-ins, updating bookkeeping.
Block out a specific time each week for these tasks to avoid a buildup of to-dos.
Monthly Tasks: These tasks help you assess, strategize, and keep long-term projects moving. They might include creating content for the next month, financial reviews, or conducting performance reviews with your team.
Example: Set aside the last Friday of every month to evaluate your KPIs and plan the upcoming month.
Step 3: Create a Balanced Routine
The real magic happens when you use your list to create a routine that feels balanced. Too often, entrepreneurs either overwork themselves or lose track of priorities. The solution? A balanced approach where you make time for both work and life.
Work Routine:
Set blocks of uninterrupted time to work on high-priority tasks.
Use the Pomodoro Technique (25-minute work intervals followed by short breaks) to stay focused.
Avoid multitasking—focus on one task at a time.
Personal Routine:
Schedule non-negotiable time for personal activities like exercise, meals, and family.
Build in 15-30 minutes of reflection or journaling at the end of your workday to review progress and clear your mind for the evening.
By building these tasks into a routine, you’ll gain control over your time, increase productivity, and create a sustainable work-life balance.
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