Feeling green with envy wondering how to plan for your creative biz and make money doing it? It’s not as hard as you would think. In fact, all you have to do is brainstorm and create a plan, then stick to it! I’ll walk you through my steps for better planning so you can be realistic and less stressed in your creative business. Watch the video and then download my free planning workbook.

Feeling green with envy wondering how to plan for your creative biz and make money doing it? It's not as hard as you would think. In fact, all you have to do is brainstorm and create a plan, then stick to it! I'm going to make it simple for you with free mini course & workbook. Visit hollymccaig.com now.

Plan For Your Creative Business

I’m sure you have millions of ideas when it comes to creating an info product for your business. Or maybe you need a plan of action to develop amazing content for your audience. You want to monetize your blog and I get that. I respect that. But you need to have a plan first.

If you think that you can just come up with a product, throw it together and put it out there, you’re going to fail. Big time. If there is anything that I’ve learned in the past year, it’s that planning and sticking to a schedule is the only way you’re going to find success.

Don’t Feel Overwhelmed

Coming up with a good plan of action may feel daunting. In my Facebook Group, Brand Clarity, I presented a five-day workshop where I helped my group members (really cool creativepreneurs like you) walk through the planning process for their business for the year.

The workbook helps you to go through a process:

  • Brainstorming
  • Prioritizing
  • Planning Your Projects (Big to Small)
  • Mapping Your Projects By Quarter
  • Tracking Results (Financial and Stats)

By working in quarters, I find that I’m less overwhelmed, and it allows me to easily made adjustments to my plans. You are welcome to plan however it meets your needs.

The Planning Workbook

Planning for your creative business doesn't have to be complicated. Watch my video where I break down your business project planning in 5 days and you can download a free workbook to help you at hollymccaig.com.

The free workbook is 24 pages and can be printed as many times as you like. Some of the sections are meant to be printed multiple times (like the individual project planning pages). Follow along, it’s never too late to plan for your creative business.

The Steps to Plan For Your Creative Business

Step 1 | Brainstorm

For your first step in planning for your creative business, I ask you to brainstorm. However, it’s important to make sure that you have a clear understanding about your brand message and your target audience before you begin building content and info products.

When brainstorming, write down every single thing that you with to accomplish that year. It can be generic or include some really big ideas like a course. This isn’t something that has to be set in stone. Think out loud and realize that no idea is too crazy. It’s okay to be a dreamer in this phase.

If it helps, I usually recommend keeping different brainstorm lists for the following.

  • Blogging/Biz Goals (your content building and lead magnet ideas, sales funnels, etc.)
  • Info Product Goals (courses or e-books – big projects)
  • Personal Goals (things you want to learn like taking a course for yourself)

I do recommend giving yourself a few days to build your brainstorm list. No idea on our list is too big or too small. Keep it as a master list running so when an idea comes to you, you can add to it.

No idea on your project brainstorm list is too big or too small. Click To Tweet

Planning for your creative business doesn't have to be complicated. Watch my video where I break down your business project planning in 5 days and you can download a free workbook to help you at hollymccaig.com.

Step 2 | Prioritize

After you’re all done brainstorming your lists, you should set up a labeling system that allows you to prioritize your ideas by intensity level.Use a labeling system to help you prioritize by intensity level. Intensity = how much time involved. For example, your course development might be more intense than a blog post series.

Intensity = how much time involved. For example, your course development might be more intense than a blog post series.

Ideas for labeling:

  • Color coding
  • Numbers
  • Make it easy to recognize

Keep it simple. The less priority labels you have, the easier it will be to prioritize. I recommend no more than four labels for prioritizing. You have the better to prioritize. These ideas don’t have to be set in stone. They can change! That’s okay! I often say if you aren’t sure if you’ll succeed with an idea, go through it. Do it. There is no better way to succeed than to do it.

There is no better way to see if you'll succeed with an idea than to go through it.Click To Tweet

Step 3 | Create a 2nd Labeling System & Plan Quarters

Now, we’re going to do a new set of labels. You have already labeled based on intensity level. This time, we’re going to create labels for quarters. So if it makes better sense, use letters or color codes for your first set of labels and numbers for quarters.Use something different from your first set of labels. Choose four different labels – one for each quarter of the year.

Map out for the year by figuring out how you can spread out your priority list of ideas on the calendar.

  • Be smart, high-intensity items shouldn’t be added to the same quarter – spread these out more.
  • Work backward. Pick a quarter to launch, and then work backward with your work so you don’t add too many high-intensity goals together.

Be realistic and don’t bulk up a month!

Planning for your creative business doesn't have to be complicated. Watch my video where I break down your business project planning in 5 days and you can download a free workbook to help you at hollymccaig.com.

Step 4 | Plan Each Product

Once you are happy with when you’re going to launch different products and tasks, you can now start working out the plan for each. Use the workbook to help you with each project you have set out to achieve this year.

  • Start with your biggest projects first since they take up more time.
  • Then add in smaller projects where you see holes.
  • Log realistic deadlines.

The Project Planning section pages of the workbook can be printed multiple times for as many projects as you have. If you’re new to this, don’t do more than one BIG project a year. Keep it simple and learn how the process will proceed first.

Planning for your creative business doesn't have to be complicated. Watch my video where I break down your business project planning in 5 days and you can download a free workbook to help you at hollymccaig.com.

Start business planning with your biggest projects first.Click To Tweet

Step 5 | Your Monthly Planning Reporting

In the video, I talk about how you can plan your financial goals over in my Facebook Group. You can check out that video and more over there if you haven’t joined us already.

After you set up each project, it’s important to write down your goals. But it’s also important to track your numbers. Financially and statistically. By seeing them in writing, you’re going to do better at planning for the next quarter, determining what to do differently to get them higher.

Also, track what worked and what didn’t. Use the data to adjust for future quarters. Writing things down will help you be more aware.

Planning for your creative business doesn't have to be complicated. Watch my video where I break down your business project planning in 5 days and you can download a free workbook to help you at hollymccaig.com.

Tips for Successful Planning

  • Review everything that you’ve set up for your plan and decide if it feels attainable to you. Are there any challenges that you might face?
  • How can you win your audience over before you launch a big project (like a course or e-book).
  • Take it from me. I did a lot of stuff on the fly, and it wasn’t fun or attainable. I was tired and stressed.

When you plan, you are more successful. Having things written down holds you accountable, and helps you learn how to adjust for the future.

Holly McCaig

About Holly McCaig

Hey you! I'm Holly McCaig and I'm super excited to help you love and ROCK your Etsy shop. I will help you have an amazing online presence so you can build a strong business and attract more customers to your shop. Let's do this together! Let's connect on Pinterest or Instagram, k?

About Holly McCaig

Hey you! I'm Holly McCaig and I'm super excited to help you love and ROCK your Etsy shop. I will help you have an amazing online presence so you can build a strong business and attract more customers to your shop. Let's do this together! Let's connect on Pinterest or Instagram, k?

2 Comments

  1. Raquel Furchinetti on September 23, 2017 at 12:00 pm

    Hello Holly. Great post. I would love to download the workbook, but I can´t find a lin to do it. Can you please reply with the link? Thanks a lot. xxxx Raquel

    • Holly McCaig on September 25, 2017 at 9:20 am

      Hey there! It’s not available as I’m reworking my niche and having to update each of my posts. A lot of posts to update! So sorry!

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