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Technology Plan for Your Small Business in Nine Easy Steps

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Technology Plan for Your Small Business in Nine Easy Steps

As businesses come to rely more on technology, there is an urgent need to plan for it. However, technology planning is hardly ever on the “to do” list of a small business; this is because many entrepreneurs are not aware of the importance of a technology plan or consider the process tedious and time-consuming. However, this does not have to be the case, and in this article we share vital information to help you develop and implement an effective technology plan for your small business.

Technology planning is not just about deciding on the right time to change out computers and update software. It involves the strategic process of determining how your business can utilize technology to enhance its objectives and productivity.

1- Assessing the Technology Resources of Your Business

Before you start the planning process, it is important to evaluate your existing technology resources. You will need to complete an assessment that covers all aspects of innovation in your business. This will include not just listing your physical equipment and software, but will also involve identifying what works and whether the resources in your business meet the current standards for your industry and efficiency.

2- Management

Management is paramount in technology planning for a small business. Strong leadership will motivate the use of technology to further the business mission, contribute to staff’s willingness to use new equipment and software, help with credibility with investors, and minimize any reluctance on the part of technophobes. Ideally, the owner of the business provides strong leadership, but it can likewise come from supervisors and other managers.

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3-  Planning Team

Whenever possible, technology planning ought to be a team activity. The team should:

  • evaluate existing technology
  • recognize innovation requirements and concerns
  • prepare a technology vision statement
  • develop a budget and timeline
  • write the technology plan
  • keep track of the project’s implementation
  • Guarantee stakeholder buy-in.

Ideally, the team should consist of the owner or the chief executive officer (CEO), a project manager, administrative assistant, accountant, and system administrator or tech specialist. Not every small business will have enough human resources for such an elaborate team. Nevertheless, it is important to have some representation from the major operational departments of the company to make up the planning group.

4- Identify and Prioritize Technology Requirements

After you have examined the existing state of your technology resources, the next step for your planning team in the preparation process is to recognize your company’s future innovation needs and to prioritize them. Every organization will have its requirements but should include:

  • Purchasing new software and updates
  • Software customization
  • Personnel training
  • Replacing and upgrading equipment
  • Computer networking
  • Developing an Internet presence
  • Improving online marketing
  • Designing or revamping the business website
  • Developing policies for the use of computers and other technology devices
  • Implementing backup systems and security procedures
  • Replacing outdated hardware
  • Employing appropriate technology personnel

Quite naturally as you brainstorm your technology needs, you will generate a list longer than the reach of your budget. Accordingly, the next task in your technology planning is to prioritize. As a small business owner you will need to be realistic about what you can achieve and set reasonable timelines.

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5- Vision Statement   

Following prioritizing, it is time to prepare a vision statement for your technology plan. Start by evaluating your company’s mission statement. Key considerations in this process should include how technology will help your business meet its mission and enhance organizational effectiveness.

6- Budgeting

The next step is establishing a budget. This can be a challenge for a small business but is critical in creating a technology plan. Thorough research is essential to ascertain the real cost for the implementation of the technology priorities of the business. It is common for a business owner to leave out expenses such as the loss of working hours for staff training, monthly updates to software, and other operational costs that are in additional to the acquisition price.

7- Implementation

Another important step in your technology plan is to establish a timeline for implementation. Preferably you’ll be working on a strategy that can be carried out over a period and the team should consider the following:

  • What are the very first things you will need to do?
  • How long do you approximate it will take to finish each?
  • Once the business completes the plans, what are the next steps?

Timelines ought to be versatile to accommodate unanticipated events, but rigid enough to maintain momentum. You will want to present your timeline in phases allowing time for identifying financing for each activity.

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8- Writing the Plan

You have evaluated your existing resources, determined and prioritized your requirements, prepared your technology vision, developed a budget and produced a timeline for execution. The next step in technology planning is writing the plan. Most of the preparation work and brainstorming by the team will make this step much easier.

The written plan must consist of a minimum of these four key elements:

  • A technology vision statement
  • A description of the strategy
  • A timeline
  • A budget plan

More detailed plans may consist of:

  • An organizational profile
  • A mission statement
  • Inventory of existing innovation
  • A breakdown of details associated with the implementation
  • An analysis of long and short-term objectives

Many small business owners will do the necessary preparation work, host many meetings to discuss a technology plan, but never actually prepare a document. Having a written technology plan will provide a reference point for the business owner and the staff in general.

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9- Financing for Technology

With luck, the efforts included in the preparation of the technology plan will also help with funding. That’s why it’s so essential for your vision statement to describe how technology will help your organization satisfy its objective.

While there are entities that offer grants for technology to small businesses, they are often overwhelmed with requests. Therefore, it is important to approach funders and donors who are already supporting your mission and to use your plan to demonstrate your goals.

There is no doubt that technology is essential to any small business and growth is hinged on how the company can acquire and utilize technology effectively. The above information is a great start in moving towards the development of a technology plan in your business if you do not already have one.

Featured photo credit: Pexels.com via static.pexels.com

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Last Updated on September 9, 2021

10 Best Productivity Planners To Get More Done in 2021

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10 Best Productivity Planners To Get More Done in 2021

Productivity planners and journals are tools of a trade. There’s an art to productivity. Just like art is very personal to the artist, productivity is very personal to the person. What works for you may not work for me. This is an important distinction if you really want get more done in less time.

Too many of us dabble in productivity hacks only to move on to the next tool or trend when it didn’t workout for us, missing the lesson of what worked and didn’t work about that tool or trend.

We put the tool on a pedestal and miss the art. It’s worshipping the paint brush rather than the process and act of painting. We miss the art of our own productivity when the tool overshadows the treasure.

As an artist, you have many brushes to choose from. You’re looking for a brush that feels best in your hand. You want a brush that doesn’t distract you from your art but partners with you to create the many things you see in your mind to create. Finding a brush like this may take some experimenting, but when you understand that the role of the brush is to bring life to your vision, it’s easier to find the right brush.

Planners are the same way. You want a productivity journal that supports you in the creation of your vision, not one that bogs you down or steals your energy.

Let’s dive into the 10 best productivity planners and journals to help you get more done in less time.

1. The One Thing Planner

The NY Times best selling book, The One Thing, just released their new planner. If you loved this book, you’ll love this planner.

As the founder of the world’s largest real estate company Keller Williams Realty, Gary Keller, has mastered the art of focus. The One Thing planner has its roots in industry changing productivity. If you’re out to put a dent in the universe, this may be the planner for you.

Get the planner here!

2. The Full Life Planner

The Full Life Planner is Lifehacks’ ultimate planning system to get results across all your core life aspects including work, health and relationships. This smart planner is 15 years of Lifehack’s best practices and proven success formulas by top performers.

With the Full Life Planner, you can align your actions to long term milestones every day, week, and month consistently. This will help you to get more done and achieve your goals.

Get the planner here!

3. The Freedom Journal

Creator of one of the most prolific podcasts ever, Entrepreneur on Fire, John Lee Dumas released his productivity journal in 2016. This hard-cover journal focuses on accomplishing SMART goals in 100 days.

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From their site:

“The Freedom Journal is an accountability partner that won’t let you fail. John Lee Dumas has interviewed over 2000 successful Entrepreneurs and has created a unique step-by-step process that will guide you in SETTING and ACCOMPLISHING your #1 goal in 100 days.”

Get the planner here!

4. Full Focus Planner

Michael Hyatt, author of Platform and host of the podcast “This is Your Life”, also has his own planner called the Full Focus Planner.

From the site:

“Built for a 90-day achievement cycle, the Full Focus Planner® gives you a quarter of a year’s content so you aren’t overwhelmed by planning (and tracking) 12 months at a time.”

This productivity planner includes a place for annual goals, a monthly calendar, quarterly planning, the ideal week, daily pages, a place for rituals, weekly preview and quarterly previews. It also comes with a Quickstart lessons to help you master the use of the planner.

Get the planner here!

5. Passion Planner

They call themselves the #pashfam and think of their planner as a “paper life coach”. Their formats include dated, academic and undated in hardbound journals with assorted colors. With over 600,000 users they have a track record for effective planners.

From the site:

“An appointment calendar, goal setting guide, journal, sketchbook, gratitude log & personal and work to-do lists all in one notebook.”

They have a get-one give-one program. For every Passion Planner that is bought they will donate one to a student or someone in need.

They also provide free PDF downloads of their planners. This is a great way to test drive if their planner is right for you.

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Get the planner here!

6. Desire Map Planners

If you’re looking for a more spiritually oriented planner, Danielle LaPorte, author of The Desire Map, created the Desire Map Planners. With Daily planners, Weekly planners and Undated planners you can find the right fit for you.

Behind this planner is the Desire Map Planner Program including 3 workbooks that not only support you in using the planners but guide you in your thought process about your life and intentions you’re using the planner to help you fulfill.

Get the planner here!

7. Franklin Covey Planners

The grandfather of all planners, Franklin Covey, has the most options when it comes to layouts, binders, and accessories. With over 30 years in the productivity planner business, they not only provide a ton of planner layouts, they also have been teaching productivity and planning from the beginning.

From the site:

“Achieve what matters most with innovative, high quality planners and binders tailored to your personal style. Our paper planning system guides you to identify values, create successful habits, and track and achieve your goals.”

Get the planner here!

8. Productivity Planner

From the makers of the best selling journal backed by Tim Ferriss, “The Five Minute Journal”, comes the Productivity Planner.

Combining the Ivy Lee method which made Charles Schwab millions with the Pomodoro Technique to stay focused in the moment, the Productivity Planner is both intelligent and effective.

It allows for six months of planning, 5-day daily pages, weekly planning and weekly review, a prioritized task list, Pomodoro time tracking, and extra space for notes.

From the site:

“Do you often find yourself busy, while more important tasks get procrastinated on? The Productivity Planner helps you prioritize and accomplish the vital few tasks that make your day satisfying. Quality over quantity. Combined with the Pomodoro Technique to help you avoid distractions, the Productivity Planner assists you to get better work done in less time.”

Get the planner here!

9. Self Journal

Endorsed by Daymond John of Shark Tank, the Self Journal takes a 13 week approach and combines Monthly, Weekly and Daily planning to help you stay focused on the things that really matter.

Self Journal includes additional tools to help you produce with their Weekly Action Pad, Project Action Pad, the Sidekick pocket journal to capture your ideas on the go and their SmartMarks bookmarks that act as a notepad while you’re reading.

Get the planner here!

10. Google Calendar

You may already use Google Calendar for appointments, but with a couple tweaks you can use it as a productivity planner.

Productivity assumes we have time to do the work we intend to do. So blocking time on your Google Calendar and designating it as “busy” will prevent others from filling up those spaces on your calendar. Actually using those blocks of time as you intended is up to you.

If you use a booking tool like Schedule Once or Calendly, you can integrate it with your Google Calendar. For maximum productivity and rhythm, I recommend creating a consistent “available” block of time each day for these kinds of appointments.

Google Calendar is free, web based and to the point. If you’re a bottom line person and easily hold your priorities in your head, this may be a good solution for you.

Get the planner here!

Bonus Advice: Integrate the 4 Building Blocks of Productivity

Just as important to productivity planners as the tool are the principles that we create inside of. There are 4 building blocks of productivity, that when embraced, accelerate your energy and results.

The four building blocks of productivity are desire, strategy, focus and rhythm. When you get these right, having a productivity planner or journal provides the structure to keep you on track.

Block #1: Desire

Somehow in the pursuit of all our goals, we accumulate ideas and To-Do’s we’re not actually passionate about and don’t really want to pursue. They sneak their way in and steal our focus from the things that really matter.

Underneath powerful productivity is desire. Not many little desires, but the overarching mother of desires. The desire you feel in your gut, the desire that comes from your soul, not your logic, is what you need to tap into if you want to level up your productivity.

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A productivity planner is just a distraction if you’re not clear on what it’s all for. With desire, however, your productivity planner provides the guide rails to accomplish your intentions.

Block #2: Strategy

Once you’re clear on your overarching desire, you need to organize your steps to get there. Let’s call this “strategy”. Strategy is like assembling a jigsaw puzzle. You must first turn over all the pieces to see patterns, colors, connections and find borders.

In business and life, we often start trying to put our “puzzle” together without turning over all the pieces. We put many items on our To-Do lists and clog our planners with things that aren’t important to the bigger picture of our puzzle.

Strategy is about taking the time to brain dump all the things in your head related to your goal and then looking for patterns and priorities. As you turn over these puzzle pieces, you’ll begin to see the more important tasks that take care of the less important tasks or make the less important tasks irrelevant.

In the best selling book, The One Thing, the focusing question they teach is:

“What’s the One thing I can do, such that by doing it, everything else is easier or unnecessary?”

This is the heart of strategy and organizing what hits your planner and what doesn’t.

Block #3: Focus

With your priorities identified, now you can focus on the One Thing that makes everything else easier or unnecessary. This is where your productivity planners and journals help you hold the line.

Because you’ve already turned over the puzzle pieces, you aren’t distracted by new shiny objects. If new ideas come along, and they will, you will better see how and where they fit in the big picture of your desire and strategy, allowing you to go back and focus on your One Thing.

Block #4: Rhythm

The final building block of productivity is rhythm. There is a rhythm in life and work that works best for you. When you find this rhythm, time stands still, productivity is easy and your experience of work is joyful.

Some call this flow. As you hone your self-awareness about your ideal rhythm you will find yourself riding flow more often and owning your productivity.

Without these four building blocks of productivity, you’re like a painter with a paintbrush and no idea how to use it to create what’s in your heart to create. But harness these four building blocks and find yourself getting more done in less time.

The Bottom Line

Your life is your art. Everyday you have a chance to create something amazing. By understanding and using the four building blocks of productivity, you will set yourself up for success no matter which planner, or “paintbrush”, you choose to use.

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As you experiment with different planners you will narrow which one is best for you and accelerate your path to putting a dent in the universe.

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Featured photo credit: Anete Lūsiņa via unsplash.com

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