Project Planner: Catalina

How to Use: Project Planner

Catalina

social media manager

Study No.

Shopping List:

Catalina manages the social media accounts for three different businesses in town. Managing the needs, special events, sales, random ideas, and whims of three different small business owners can make her feel like she’s constantly dropping the ball. This Project Planner helps her feels like she has a handle on what needs to get done. She uses her categorized to-do lists to keep track of each client's contract, special events, and ideas. She’s even able to plan her own social media, allowing her to expand her client base!

Tip from (1 of 2):

Divide + Conquer

"I assign a client to each column of the Project Planner and put all of the to-do's, specials, marketing call outs, and notes for that client in their column. This system helps me keep track of time and stay focused on the client I'm working on at any given time."

Tip from (2 of 2):

Bring on the Color

"I use color coding so that I have a super quick reference in my monthly view without having to write out the client's name! Saves space and time."