In this episode ~
One of the most powerful tools you can add to your business foundation is a project management system. Once you get the hang of it, you'll wonder how you did business without one. I know I sure would not be where I am today without mine.
With a plethora of tools available, it's no wonder there is so much confusion in choosing the best project management system for your business. As you'll hear at the beginning of this episode, I found so many articles on the best 10, 20, 40, even 54!! project management systems. That's enough to make a girl want to double down on her notebook, planner, or spreadsheet!
I've put this episode together in the spirit of providing you with the tools to succeed. I am joined by 4 trusted Operations Experts: Catherine Calmes (Asana), Kristen Westcott (ClickUp), Kelly Reynolds (Teamwork), & Courtney Waid (Trello). They are giving you the scoop on the project management systems they swear by.
I think it is noteworthy that these are 4 successful businesswomen and they each use a different project management platform. Your goal is to find the system that works for you, where you are right now.
Share your thoughts at the bottom of this page and let me know what you're using or what you're going to try.
This Week's Guests
Catherine is a Certified Director of Ops who helps online businesses run more efficiently through operational planning and team leadership. Catherine’s goal is for you to be able to accomplish more in less time so that you can scale your business to the next level.
With a specialist certificate from the National Association of Productivity and Organizing Professionals in workplace productivity and as an Asana Certified Pro, she geeks out over numbers, processes, and project management to help her clients make the vision for their business a reality.
Catherine enjoys helping her clients break their goals and ideas down into actionable tasks, assign that work to their team, and communicate clearly to move forward. Through her signature ‘Prepare, Plan, Profit’ method, her clients’ businesses flow with ease and they feel confident in what their team can accomplish. By making plans, responsibilities, and deadlines clear, teams can be empowered to deliver great results and Catherine is here to help.
Kristen Westcott is a business growth and systems strategist who has spent the last decade in the legal and education fields supporting leaders and students in the areas of goal setting, productivity and project management.
After recognizing her true passion lies in serving entrepreneurs, Kristen honed her skills as a Director of Operations. She quickly noticed that what was holding many business owners back wasn’t a lack of drive or ability, but a lack of foundational systems that could support the day-to-day operations of a scaling business.
These days, she spends her time helping online coaches, copywriters and course creators scale without the frustration that massive growth often brings.
After business school and a decade spent on Wall Street, Kelly Reynolds thought there had to be more to life than a terrible commute. Now, as the owner of the Reynolds OBM Agency, she and her team help small businesses grow by getting their ops and finances in shape.
She is also the host of the Sink Handle Podcast where she loves to dole out business advice, with a dose of tough love while keeping the small business panic at bay.
Courtney is the founder of First turn operations where she geeks out on creating automated workflows for impact driven businesses. Combining her skills as a Military Intelligence Officer, Project Manager and Certified Director of Operations, Courtney uses her eye for details and natural tendency to optimize time and resources to help small businesses make a greater impact.
Rate, Review, & Subscribe on Apple Podcasts
Enjoy this episode?
Please consider rating and reviewing the podcast! Your support helps me support more people — just like you — move toward becoming a profitable CEO.
It's easy! Click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” I'd love to know what was the most helpful or encouraging about the episode!
While you're there, you can subscribe to the podcast if you haven't already. If you’re not subscribed, you may very well miss out on future episodes. 🙂 Subscribe now!
Leave a Comment