Tips to Organize Your Business Ideas

When a new year, quarter, month or even week begins, it’s the perfect time to reflect, plan, and set clear priorities for the future. If you are overwhelmed by what to do first in your business or how to make time for all of the ideas you have, there are several ways to organize and prioritize.

You know what you need to get done for your small business, but how do you set a plan in motion to actually accomplish your priorities?

Let’s talk about organizing what you want to achieve, so you can actually keep your focus on the right things that will make you money and get you seen. This assumes you already have some business organization in place and you know what you want to focus on – but perhaps you don’t know where to get started, have taken on too much or don’t know how to focus. Here I talk about scheduling those priorities over time.

While there are a lot of ways to get organized, this is a process I did at the end of the year to gather up all of the things I wanted to do, and set them in an order so I wouldn’t be jumping from thing to thing, but instead have time to actually finish something.

My small business includes these activities at this time, so these are what I refer to in this post:

  • I offer VIP Day website design services
  • I sell digital courses and products
  • I manage my email list and social media accounts
  • I do collaborations with other entrepreneurs
  • I run a network marketing business with a wellness company
  • I write blog posts and publish a podcast of my content

If you are in a similar boat, welcome and let’s get productive!

Here are tips to organize your business ideas, projects, and priorities so you can organize your schedule, focus on the right tasks, and work on creating quality results. Consider this your step-by-step guide to take all of those ideas you have and put them into a realistic plan you will actually follow.


  • Making a list of projects and where to get ideas from
  • The categories you should create for your projects to optimize your focus
  • How to assign projects based on your priorities
  • Real life examples of projects I do in my own business
  • The best tools to use to organize your business

Online Small Business Organization

Running a small online business comes with its own set of challenges, especially when it comes to organizing priorities effectively. Here are some tips to help you streamline your processes and stay focused on what matters:

1. Define Clear Goals: Start by setting clear, measurable goals for your online business. Whether it’s increasing website traffic, creating a content plan, securing clients, selling courses, or expanding your product line, having specific objectives will guide your priorities and keep you on track. If you don’t know where to start with goal setting, start with the basics of getting revenue and creating services or products.

2. Prioritize Tasks: Identify the tasks that directly contribute to achieving your business goals and prioritize them accordingly. Use tools like to-do lists, project management software, such as Trello or Asana to stay organized and focused on high-impact activities. You need to know what to do first, otherwise you are wasting your time.

See all of the tools I use in my business here

3. Focus on Revenue Generation: As a small business owner, your primary focus should be on activities that make you money. Whether it’s optimizing your website, getting clients, or creating products to sell, allocate your time and resources to initiatives that have a direct impact on earning income. Don’t waste time doing things that you can’t invoice or get paid for. Sustainable strategies that I focus on include growing my email list, blogging, and creating and promoting my courses.

4. Automate and Delegate: Who doesn’t love automation? Take advantage of automation tools and outsourcing opportunities to streamline repetitive tasks and free up your time for more strategic must-do activities. You can automate social posts, admin tasks, email follow up sequences, workflows, invoicing and lots more. 

Make a List of Projects

  • Make a comprehensive list of all business projects
  • Review old notes and ideas to compile the project list
  • Using digital tools like Trello or spreadsheets for efficient planning and organization

The first step towards organizing your business priorities is to compile a comprehensive list of all the projects and ideas you have for your business. This could range from creating digital products, launching a podcast, revamping your website, to implementing new marketing strategies. There will probably be a lot, so make sure to include everything, then you’ll have a comprehensive plan.

Take time to review old notes, planners, and digital records to ensure that no potential project is overlooked. Once you have created this list, it forms the foundation for systematically organizing and prioritizing your business activities in the upcoming days, weeks, and months.

A promotional graphic for a blog post titled "Tips to Organize Your Business Ideas" which includes a subtitle, "A step-by-step guide to prioritize and schedule all of your priorities.

Create Categories for Your Projects

  • Determining the categories that align with the nature of the business
  • Customizing the categories according to individual business needs
  • Examples of categories like launching, workshops, services, collaborations, network marketing business, marketing, and operations

After solidifying the list of projects and ideas, the next step is to create categories to align these tasks with specific focus areas. It may not seem natural to put your ideas or projects into little “boxes” like this, but if you are the type of person that needs organization – you will appreciate this method. And it will help you differentiate the projects so you know which make you money and which do not.

Individual categories help segment your projects based on their nature and purpose. Categories could range from launching new products, conducting workshops, offering services or collaborations, engaging in network marketing activities, to managing operational aspects. The choice of categories should resonate with your unique business needs and be tailored to your business model and goals.

Categories I use to organize my business priorities and projects

  • Launches – Anything new you will offer or relaunch
  • Workshops – Special one-off projects, live trainings, or webinars.
  • Digital Projects – Something new you are creating and all the work that goes along with it
  • Services – What, if any, services will you offer that month
  • Collaborations – That can go along with marketing or PR, but it is anything you are planning with another person or group.
  • Bundles, Summits, Speaking – Also marketing, but do require their own level of planning
  • My Wellness Business (might be another brand you work with) – Any sub-brand or other brand you have for your business
  • Operations – These are all of the behind the scenes things like set up an email list, edit your website, get your Pinterest plan set up, etc.
  • Marketing – You can put any promotional project in this category.

Come up with some categories that fit the way your business operates. There is no right or wrong here, make it work for you.

Schedule Your Projects

  • Assign projects to different categories for each month
  • Consider personal factors such as vacations and energy levels when scheduling projects
  • Visualize the plan on paper, in project management software, and in personal spaces for frequent reinforcement

Here is where you will map out your schedule and what projects you will do each month for your business. By allocating specific projects to each month, you can make sure you are focused and systematic in how you will execute your plans. And that there is a flow and journey for your customer – do not overlook this! It’s very helpful to consider factors such as available time, energy levels, and external commitments while planning the allocation of projects – like when your kids are of school or when you have a trip.

Put all of your projects or ideas into one of your categories, making sure each category only gets one project that month. A great way to drag and drop this is in Trello, but you can also plan it out on paper or in a Canva mind map. When you do this, you’ll see where there are full categories with lots of projects that need to get done, and where the gaps are. This will be helpful in giving you a bird’s eye vision of what you want to do in your business.

Pro Tip: Know that your plans will change because that’s just how life goes. But the more you can plan out, the better your brain will work to stay focused on your project “assigned” to you that month (or time period), and the less likely you may be to want to take on too many things. Just remember, you planned for it another time.

Balancing one project per category across different months can help you stay focused on the one project you have to do and give that project the attention and efforts it deserves. Go look at all of the launches you want to do and map them out so that each gets the time required. Same with the services you will offer that month and the operations projects.

I started doing this in the middle of December so I wrote in 2-3 projects I was working on that I wanted to finish at that time. So if you are starting after the month has already begun, do the same. Don’t schedule a whole month, just part of one.

Visualize Your Success

The last step here is to make a list where you will see it often so you can stay on track. Anytime you have an idea, write it down in your ideas list, but make sure you stick with your plan! You spent a lot of energy to organize this plan, so let’s make sure you get the results from it.

Here is an example of a background I use on my phone and desktop to see what projects I have going on.

A list of things to do for business each month.

Real-Life Examples

Above you can see an example month early on when I started doing this method. I separate each idea into a specific category and then plan them out for the month of the year I want to do that project. So this month for example, I launched a course and was doing some other things too like redoing my own website, and holding a challenge with my wellness business.

This graphic is on my phone screen, in my Trello board business planner, and on my desktop wallpaper. I made it in Canva.

Implementing Your Plans

  • Transferring the plan into a project management software for detailed checklists and dates
  • Involving collaborators and team members in the assigned projects
  • Utilizing templates and resources for effective project planning

To streamline the planning process, utilize project management tools such as Trello, Asana, or even simple spreadsheet-based systems like AirTable, which I love. These tools help organize your schedule, track project progress, see what your upcoming plans are and you can even collaborate on them. 

To actually carry out my plans, I make a Trello card for each of the projects I have selected for that month and I keep them in my Current Projects list in my Trello Board Business Planner. This helps save time to know what I’m going to actually do every single time I sit down at my laptop to work. I pull up the board and get to work.

You can make to do lists and learn how to organize your project in various ways, so pick what fits your time and personality. Keeping all of my notes in a digital format keeps the clutter off my desk and then I have everything with me when I travel or am away from my desk. Having an organized workspace will also increase your productivity.

Tools for Your Small Business

See all of the must-have tools, resources, products, software and more to use for your business on My Favorite Things page. Here I list the scheduling tools, must-have items for your office, and lots more.

Reviewing and Adapting your Plans

At the end of the month, you can evaluate your productivity by reviewing what you accomplished that month and set organizational plans for the next month. Sometimes not all of your projects will get done, and that’s okay. Using this process to organize your business for success will help you understand how much you can get done in any given amount of time. Then you really will be able to plan accordingly.

Make notes of what you did, what went well, and what need to get moved to a different time. This will help tremendously in getting things accomplished when the time is right and when you have the best availability as a business owner. Good luck!

How did you do? Leave a comment below and tell me how these tips helped you to organize your business.

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