Organization for Authors: Finding what works

Not my actual workspace….but it could be…

This post is a spin-off of last month’s post, “So many spinning plates! An Author’s Life“. You don’t have to have read that post – I’ll recap the high points here – but if you want to jump over to it, I’ll be here when you get back. 🙂

Here’s the deal. I had a book release on September 4th and I’ll have another one September 23rd. I’m helping organize the Emerald City Writers’ Conference in October, and I’ve also stepped in as president of the Rainbow Romance Writers chapter of RWA. (And tbh, I believe in what the the organization is trying to do, but right now supporting RWA is exhausting.)

Also, also, I’m trying to plot the next book in the Soulmates series, and I’ve got research to do – like, two books to read, for starters – for The Pirate’s Vampire (sequel to The Vampire’s Pirate that released last week). And any day now Irene will be sending me the next scene for Benedictus, Book 3 in our Hours of the Night series.

That’s…a lot. (If you have read last month’s post, you might notice I haven’t mentioned the 1950s murder mystery I had on my list. I’ve decided to keep it on the back burner in the interest of honing in on my brand – vampires/paranormal – which is in itself a good subject for a blog post. Maybe I’ll do branding next month.)

You might be wondering how I’m keeping up with it all. Heh. I’m wondering that, myself. There are probably as many ways to stay organized as there are writers, you know? The way I see it, though, a successful approach has to include both the big picture and the daily work in a way that makes sense.

I’ve tried a couple different strategies that didn’t work particularly well. For years, every January I’d come up with a list of goals. I’d use Word or Excel and try to block out what I wanted to get done when.

And then I’d ignore those lists and spend most of the year jumping from thing to thing.

Then 3-ish years ago, I joined a Facebook group dedicated to the use of planners for authors. I bought a pretty, spiral bound notebook planner and actually used it, more or less. I liked that I could make weekly to-do lists, but it still didn’t give me a fluid way of connecting my annual goals to what was happening on a week-to-week basis.

I’m pretty sure that someone in that Facebook group first mentioned Trello. It’s a project management app, and while I probably use about 1/10th of its functionality, that 1/10th is exactly what I need. There are a kajillion different templates for all kinds of business and educational applications, but I use a series of very simple boards.

This is my board for 2021. The far left column is my goals for the year, and I made a column for each month where I broke down those major goals into smaller bites. Scrolling to the right, I can easily see what I’ve accomplished every month and what’s coming up.
I also made a board for each quarter, using the monthly columns in the 2021 plan to come up with the to-do list. I *LOVE* moving cards from the “Doing” column to the “Done” column!
The cards are key! I’ve managed to discipline myself to take time every weekend to come up with a to-do list for the week, breaking up my big goals into smaller and smaller bites.

I don’t know why Trello works for me. Maybe it’s the pretty pictures or the way I can change things with a couple of clicks, but I’ve been more successful using it than any other organization tool I’ve come across. For sure, the phone app makes it easy for me to add to my to-do list when I remember something random and to check things off when I’m not at my laptop. Trello is the easiest way I’ve found to translate goals into action, and I’m pretty danged proud of what I’ve accomplished this year.

If you’ve got a cool organizational tool, leave me a comment. I’m still open to learning something new!

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