Optimizing Operations Part 2 - Project Management with Cyd Rechtin

This is part 2 of a mini-series with Cyd, the CMO/COO of my business and founder of The Creator's Attaché.

As a business owner, you may be wondering why you are not reaching all of the goals you set. It likely comes down to accountability and an organizational structure that gets everyone aligned. Your calendar, spreadsheet, and sticky notes are not an adequate management system to communicate your vision and goals with your team.

We dive into using a project management system to properly set and communicate goals for your teams by establishing core job functions and accountability. We provide tips and strategies for implementing a project management system and ensuring that it works for your business.

If you're struggling to reach your goals or feel like you're not making progress in your business, this episode can help you achieve your goals and take your business to the next level.

They key takeaways from this episode are:
1. Accountability and organizational structure are key factors in achieving business goals. Without proper management systems, it can be difficult to communicate your vision and goals with your team effectively.
2. A project management system can help establish core job functions and accountability, which are critical for ensuring that everyone is aligned and working towards the same objectives.
3. Building momentum is essential for achieving your business goals and making progress. It starts with you, as a business owner, and requires commitment to implementing the necessary strategies and tools to help you reach your objectives.

What you'll hear in this episode:
[1:30] The importance of project management skills in your business.
[3:15] As a business owner, why might you not be reaching all of the goals you set?
[7:45] Building momentum to achieve goals makes you unstoppable in business.
[8:15] Accountability in your business starts with you.
[14:40] Why your calendar, spreadsheet, and sticky notes are not an adequate management system to communicate your vision and goals with your team.
[20:30] How to use a project management system to properly set and communicate goals for your teams.
[26:00] How to establish core job functions and accountability within your team to gain alignment.

Related episodes:

Worry Less About Efficiency in Your Business

How to Measure What Matters with Carlyn Bushman

Knowing Your Numbers: Three Key Dimensions Every Entrepreneur Should Focus On

Resources:

Resources Mentioned in this episode:

Asana overview: https://www.thecreatorsattache.com/asana

Time blocking exercise: https://www.thecreatorsattache.com/timeblocking

Connect with Cyd:

Website: https://www.thecreatorsattache.com/

IG: @cyd.rechtin

Connect with Shannon:

Attend The CFO Accelerator Live: https://www.thecfoaccelerator.com/shannon

Find everything you need at www.keepwhatyouearn.com

Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so

Hire us: https://www.fitnancialsolutions.com/accounting

See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

Find me on IG @shannonkweinstein

Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.