SCROLL TO DOWNLOAD THE PLANNING RESOURCE CHECKLIST
ONLINE BUSINESS As more people are using the internet to research and purchase goods and services, having a business with an online presence is essential.
Using online tools and resources allows you to plan and organise administrative business tasks which will improve your workflow and allow you to focus more on helping your clients.
OFFLINE BUSINESS Business planning is essential in developing your business financial goals as well as creating an effective strategy on the daily running of your business.
Planning allows you to assess your available resources and ensure you are able to meet your goals in the timeframe that you want.
THERAPY WORK Being productive in your therapy work allows you to ensure you are delivering personalised help for your client and focus on their specific needs. As a professional, managing daily therapy work as well as ensuring you are up to date on current research, is important for your business reputation and professional growth.
As a professional, managing daily therapy work as well as ensuring you are up to date on current research, is important for your business reputation and professional growth.
BUSINESS WORK Productivity in your business work helps you spend less time on administrative tasks and more time on providing services to your clients. Streamlining and automating your business tasks improves
Streamlining and automating your business tasks improves your administrative processes and allows you more time to spend on creating strategies for developing your business ideas.
SETTING GOALS It is beneficial to set clear goals in defining your marketing plan, whether that be allocating financial resources to advertising or mapping out a social media plan to connect with potential clients. Once your fundamental financial goals have been set, you can then create a specific marketing plan that will help reach those goals with the resources you have available.
USEFUL TOOLS Finding the best tools to help create, develop and execute your marketing plans will help streamline and automate repetitive tasks that waste your valuable time. Utilising tools also helps to create a business branding message that is consistent and focused on delivering your core business message.
Tools that provide statistical information regarding your marketing results will enable you to make better decisions and adjust your marketing plan if required.
THERAPY RESEARCH Staying informed with psychology research findings can often seem overwhelming. Research papers are often lengthy in detail and finding the time to source and read papers can often seem to be a large task that is often avoided.
Using technology enables you to source and summarise new research quickly so that you can spend your time more efficiently in learning and integrating new information into your practice.
BUSINESS TRENDS It is important to stay informed on the development of new business trends and ideas. As technology improves, this affects the way in which you engage with your clients and conduct your business functions.
By staying informed of business trends, this allows you to learn improved methods of operating your business with a view to eliminating time wasting activities and focusing on delivering services to your client.
THERAPY REVIEW To improve your skillset and feel confident you are delivering effective therapy to clients, it is beneficial to conduct a review of your skills knowledge. This can be achieved by undertaking professional development courses or working with a supervisor to discuss challenging cases. Planning these tasks can help you address issues regularly and maintain confidence in your skills.
Planning these tasks can help you address issues regularly and maintain confidence in your skills.
BUSINESS REVIEW Conducting a business review allows you to analyse your strengths and your weaknesses in the management of your business. You can then make adjustments to your plan that will help improve your business development. Assessing income and expenses
Assessing income and expenses will allow you to reduce and remove unnecessary costs and improve your financial success.
PLANNING It is important to find the right balance with using tools to help plan your business goals. You need to engage with enough tools to help automate and streamline your business tasks, yet also ensure that you are not becoming distracted by the latest and greatest technological toys.
Utilising planning tools should always reduce your business administrative tasks and allow you to spend more time on helping clients.
INTEGRATION The best tools to use are those that allow integration between each other so that information can be shared across various platforms.
It is useful to make one social media post and have the content distributed amongst all social media platforms without repeating the same publishing process manually. In the event 2 software items don’t communicate directly, there is often an option to engage a 3rd party program that will facilitate the integration of information.