FACEBOOK HEADER SIZE – THE PERFECT PIXELS FOR DESKTOP AND MOBILE IN 2023

FACEBOOK HEADER SIZE – THE PERFECT PIXELS FOR DESKTOP AND MOBILE IN 2023

If you’ve ever wondered how big to make your Facebook header or found your uploaded photo looking pixelated, here’s the complete guide to the perfect Facebook header size and making sure it works across desktop and mobile in 2023.

FACEBOOK HEADER DIMENSIONS IN 2023

The Facebook page header size is a horizontal image in a 16:9 image ratio. Facebook recommends the image is at least 400 pixels wide and 150 pixels tall and suggests it be 851 pixels wide and 315 pixels high for the fastest loading time.

However, this image shows up differently in computer browsers to the Facebook mobile app. On browsers, you can see most of the header clearly; on the mobile app, the profile photo overlaps the the header significantly.

Here’s what that looks like:

Facebook header size shown on desktop and mobile in 2023.

As you can see, the image needs to have its essential elements on the top left or top right. In this example, there’s text on the top left and an example of the products on the top right. If a text-free photo had been used, it also would need to make sense with the central area missing.

BEST IMAGE FORMAT FOR FACEBOOK HEADER

Facebook suggests that the fastest loading header image is a JPG file that is less than 100 kilobytes. For header images with your logo or text, you might get a clearer result with a PNG file. Facebook also suggests using the sRGB colour space for accurate colours.

YOUR PAGE’S PROFILE PHOTO DIMENSIONS

Your page’s profile photo appears as a circle with a 176 pixel diameter on computer browsers, as a 196 pixel diameter circle on smartphones and 36 pixel diameter circle on most feature phones.

Like your Facebook header, you may want to double these dimensions to keep the images sharp. Many business owners choose to use a logo in this place rather than their face. Although this may be appropriate for larger businesses, using a friendly headshot is more welcoming.

HOW TO CREATE YOUR FACEBOOK HEADER

You can simply upload a photo that is the right dimensions and you’re done. You might also choose to add your logo and/or text that explains more about your business or what you currently have on offer.

To create either option in the correct size, you need a photo or graphics editor. My favourite for this is free online graphic design tool Canva. It has built-in Facebook templates and it’s easy to compare layout variations with one-click layout duplication.

KEY FEATURES OF A PERFECT FACEBOOK HEADER

Ideally, you want your Facebook header photo to give as much information as possible, as quickly as possible. This usually means very simple photos or layouts.

You want your photo to be super clear because Facebook users are often scrolling quickly on their phones while they’re out and about. You only have a few seconds to make it clear what you offer and most of the time, on a small mobile screen.

For example, if you’re a wedding photographer, you want a photo of you working with a couple on their wedding day, so you’re visible. Simply having a photo of newlyweds says ‘wedding’, but could also be promoting a make-up artist, florist, venue, planner or dress designer.

Apply the same principle of clarity to text or a logo. This means using five words or fewer for text and only using a logo if it’s clearly legible at a small size. Use your branding colours and fonts if possible. It helps existing fans of your business recognise you and helps build brand recognition for those who are new.

WHERE TO FIND PHOTOS FOR YOUR HEADER

The best photos for Facebook are authentic ones – some would say ‘messy’ or believable, rather than perfectly taken, photoshopped commercial images. Your clients might share perfect examples of this with you, using your product or sharing how they benefitted from your services. Just get their permission! This is also known as user generated content or UGC.

If you are going to use stock images, try to avoid the very common ones that have been seen multiple times across other businesses, especially those from free stock sites. If that’s not possible, then take a little time to think of less common search terms. For example, look for ‘designer-makers’ rather than ‘creative business owners’. And spend some time scrolling through the search results rather than picking one from the very top – it makes it less likely that the photo you choose is already familiar to your page visitors and associated with other businesses.

Also, make sure your header fits Facebook’s terms. This means avoiding misleading claims, swearing and being appropriate for all ages as the page is open to everyone on Facebook.

That’s everything you need to create a Facebook header that works flawlessly across desktop and mobile and clearly shows what your business has to offer in a few seconds.

7 WAYS CANVA TEMPLATES CAN HELP YOU GROW YOUR BUSINESS

7 WAYS CANVA TEMPLATES CAN HELP YOU GROW YOUR BUSINESS

When you start your own business, you need to learn so many new skills: financial, social, motivational and beyond. Given that you’re the one responsible for making everything happen, it’s easy to think that you need to do it all yourself, but that’s just not true. In fact, experts say you need to build systems for others to follow as soon as you can, so you can stay doing the thing you love and let others do the rest. Doing this prevents frustration and burn-out. One of the easiest systems you can introduce to your business are Canva templates for your social media graphics. Here are seven reasons why you might want to use them to grow your business and stay sane at the same time.

1. SAVE YOUR VALUABLE TIME WITH CANVA TEMPLATES

Time is one of the scarcest resources of a business owner. Do you really want to spend hours creating graphics, when you could take a short-cut with templates, updating with your branded colours, fonts and text in a few minutes? And once you have your favourites updated with your branding, simply duplicate pages in your design and swap out the text and photos. It’s that easy!

Using brand fonts and colours consistently means your followers recognise your posts as soon as they appear in their feed – an easy way to build your brand. And templates make it possible to batch weeks or months of content at a time and schedule out your posts, so you have time and bandwidth to work on other parts of your business, secure in the knowledge that your social media posts are going out when they should. 

Even if you ‘like’ designing social media graphics, is spending hours on them a great use of your time? Is there something else that would be a better use of your time? Hint: it may be something you don’t want to do and designing social media graphics is a displacement activity. If you really need a break from work, you could choose an activity that is completely unconnected. 

Canva business templates - an example of a carousel template for Canva that could save you hours.

2. STAY IN YOUR ZONE OF GENIUS

We often start a business because we want to work in a particular field on our own and we’re passionate about that – or certainly about the freedom that working for yourself can bring. What can remove the shine from that vision are the other tasks that are not part of your chosen profession. For instance, if you’re a yoga teacher who loves helping their clients build stronger and more flexible bodies, it doesn’t automatically follow that you also love running an Instagram account, learning to set up an online shop to sell classes or completing tax returns. You may not be skilled at these either. 

Give yourself the gift of freedom and outsource or minimise those tasks where possible, so that you can spend most of your time connecting with your clients. Canva templates are an easy stepping stone that give professional results for your marketing without needing to learn design principles yourself. Just add in your own fonts, colours and text. 

3. KEEPS YOU IN TOUCH WITH DESIGN TRENDS

It can be easy to be stuck in your own design world – the way it’s always been done. By tapping into Canva business templates, you’re staying current with trends and your business reflects it’s moving with the times.

This can be simple updates such as using a gradient rather than a single colour or using trending elements. And because someone else is doing the designing, you don’t have to stay on top of the latest looks. Win-win!

You can still retain your brand colours and fonts most of the time, with the trending elements or designs swapping in to keep your social media graphics and other marketing visuals fresh. 

4. LEVERAGE YOUR HOURS

In order for your business to earn more, your average hourly rate has to increase. Whether that’s raising what you charge for professional services, or spending your time creating products that can be sold multiple times to leverage your time, your hourly rate matters. 

Given this, you need to ask yourself if it makes any sense to spend hours creating a graphic that someone else – an expert in THEIR field – has already 90% created. This is their leveraged product that is available at a much lower price point than it would cost to have a custom design created. 

Unless your outgoings need to be as close to zero as possible or you’re outsourcing your social media completely, Canva business templates are the efficient middle way to create marketing graphics efficiently. 

5. READY TO PUBLISH IN MINUTES

Yes, we’re talking about your time again and how to make the most of it. Canva templates can help you publish in minutes rather than hours. This can mean you’re able to create and schedule a social post in a small pocket of time between meetings or at the end of the day.

And because you’re not wasting time thinking about text size or balancing elements, you never end up taking five times as long as you planned to work on your socials, abandoning other important tasks in your schedule. Apart from anything else, having your daily plans hijacked by a marketing graphic is discouraging.  

6. TEMPLATES HAVE THE LATEST FEATURES

Many Canva business templates make the most of recently added functionality and new additions to the library. They could feature animations, text variations or simply using the latest elements, which add the ‘ooh’ factor to your social posts. It also means you don’t have to ‘stay up with the latest trends’ – as they’re already baked into the templates. 

7. TEMPLATES ARE SYSTEMS FOR YOUR BUSINESS

When starting your business, you want to create systems for efficiency. It also means that when you’re ready to delegate tasks, they’re ready to hand over. In the case of creating weekly Instagram content, for example, this could be tasks that include reviewing the past week, choosing topics (based on your content pillars), writing posts, recording and editing video, creating graphics, scheduling and daily engagement.

You might make these into a checklist, a set of Trello cards or a section in Notion, depending on how you like to run your business. You can link the URL of your Canva templates quickly and easily into any online system – even a PDF checklist.

Once you’ve built your systems, you can see easily which parts – if not all – you can delegate to others.  Systems also keep you on track: it’s easier to work through a checklist than remember what you need to do and in what order every time. Systems also mean knowing how long a set of tasks take, so you can plan enough time in your diary. 

What do you think? Do any of these points resonate with you and your business? Have you tried using Canva templates for your marketing? There are a range of them available in the shop

HOW TO CREATE AN INSTAGRAM CAROUSEL THAT GIVES YOU BETTER ENGAGEMENT

HOW TO CREATE AN INSTAGRAM CAROUSEL THAT GIVES YOU BETTER ENGAGEMENT

Creating an Instagram carousel – the grid posts with multiple photos/videos – can be a challenge and yet the upside is so high: greater engagement, content that serves your audience and is perfect for sharing and saving. Here’s what you need to know about creating a carousel for your business that gives you the most saves, likes and shares for your time. There’s even a free PDF checklist at the end of this post you can download.

WHAT IS AN INSTAGRAM CAROUSEL POST? HERE’S THE DEFINITION.

Carousels are the way you post multiple photos on Instagram on the grid. This grid post can have up to 10 photos, videos or a mix of the two. Viewers swipe through from right to left on the screen to view each slide, one at a time. A series of grey dots under the posts shows how many slides are in the carousel, with a blue dot marking the position of the current slide. 

Carousels are the same as regular posts in other ways including captions, the ability to share, comment, like and save. Instagram introduced them early in 2017 as an ad format, extending that to all users soon afterwards.

WHAT SIZE TO MAKE YOUR CAROUSEL POSTS?

You can make carousel posts any size from square to a 4:5 ratio vertical or portrait image, as long as they have matching dimensions. If you try adding differently sized photos or videos, they will crop to the same shape as your first slide. If you’re choosing a non-square size, you might want to consider what your first photo will look like cropped in your grid. 

In pixels, a 4:5 ratio for Instagram is 1080 pixels wide by 1350 pixels high. This format takes up the most amount of screen space available, so is the best format for impact in the scroll.

You can also use horizontal images or videos up to a 1.91:1 ratio, which is 1080 pixels wide by 566 pixels high. This is not an ideal format, because it takes up so little space in the feed, which means it’s easy to scroll past without noticing it. If you want to keep your images wide and narrow, you could use a photo or graphics editor to add white space above and below your image, helping it stand out in the feed.

Videos can last up to 60 seconds and need to be smaller than 4GB.

Be aware that your carousel will show in your Instagram feed as a square, with the top and bottom of your first slide hidden, so make sure that your design and any text you want seen is in the centre of the carousel’s first slide.

HOW TO CREATE AND POST AN INSTAGRAM CAROUSEL

How to create a carousel inside the Instagram app

  1. Tap the + sign on the top right, next to the menu.
  2. Tap the post option (with a grid icon).
  3. This will bring up the ‘Recents’ album. Navigate to another album if needed and tap the multiple photo option. 
  4. Tap on the photos or videos you want to include in your carousel, in the order you want them to appear. 
  5. Tap ‘Next’ on the top right of your screen. Select any preferred filter options.
  6. Write a caption, adding tags and other details as you would for a regular grid post.
  7. Tap ‘Share’ on the top right of your screen! 
Scheduling an Instagram Carousel in Facebook - screenshots of how to upload your carousel slides and schedule to publish inside Creator Studio. You can rearrange all the slides or delete and replace slides.

How to create a carousel inside Facebook Creator Studio on desktop

  1. Navigate to Creator Studio inside Facebook (find it in the options down the left of your screen on a desktop). This assumes you have a Facebook page attached to your Instagram account. 
  2. Create a new post and upload your carousel slides. They will automatically display in the order you uploaded them.  You can drag and drop the slides into a different order if needed. 
  3. Add your caption and hashtags to the text area. Add your location, if wanted. 
  4. Schedule or publish your post. There’s also an option to save as a draft. 

Please note: Facebook is replacing Creator Studio with Business Suite, on a gradual worldwide rollout. You can also create and schedule carousels inside third party apps such as Planoly and Later.

WHAT ENGAGEMENT DO CAROUSEL POSTS RECEIVE? 

According to Social Insider, Carousels have an average engagement rate per post of 1.92%, compared to 1.74% for images and 1.45% for videos. The engagement rate hits 2% for posts where all 10 carousel slides are used – a great reason to think about using them all! However, most carousels have between two and four slides. Other studies suggest that carousel post engagement rates are even higher than this. 

WHY DO CAROUSEL POSTS RECEIVE MORE ENGAGEMENT?

There are multiple reasons why carousel posts receive more engagement. One is time spent to see all of the post: looking at multiple photos or videos simply takes longer than looking at one. 

Another reason for increased engagement with carousel posts is that Instagram can show your post multiple times in the feeds of your followers.  If the first slide doesn’t stop the scroll, Instagram may show the second or third slides, to encourage swipe-throughs to the rest of the slides. This increases the chances of followers engaging with your post. 

There’s also the fact that a post with multiple photos or videos is more likely to contain more value than those with a single slide, especially if you know your followers well and cater to their interests. This might be photos of a product and multiple details, a variety of styling for clothing or  inspirational quotes on one theme. 

Regina Anaejionu uses carousels for mini-lessons that lead into her courses for thought leaders. She’s creating huge value for her ideal clients, without even leaving Instagram. If they like what they read, they’re primed to click her bio and check out what else she could offer them. 

INSTAGRAM CAROUSEL IDEAS

Multiple photos or videos can show many aspects of one product or idea or you can tell a story in bite-sized chunks spread across the slides. Curiosity is key here – make sure at least some of the information is shared in later slides, so viewers swipe all the way through your slides. 

  • Carousel posts can act as cornerstone content for your feed, providing valuable information for your ideal audience. This can include:
  • User generated content, possibly with a cover image, so they fit your feed’s aesthetic.
  • An introduction to a product or service
  • A list of tips
  • A range of testimonials
  • Transformations: showcase ‘before’ and ‘after’ your service or product
  • Tutorials
  • Features on others in your niche
  • Your origin story

Want a list of 27 carousel ideas that work for any kind of business? You can download the list by clicking the image below and adding your email address.

Instagram Carousel ideas list in a PDF as an instant download. Written by a social media manager for any niche or any business.

INSTAGRAM CAROUSEL TEMPLATES

Instagram carousel templates help you create a set of cohesive slides which work together, without taking hours or needing a professional designer. This also allows you to concentrate on choosing your words and images or graphics carefully, to tell the story that best works for your business. 

Instagram carousel template example with 10 slides, overlapping elements across the slides, a cover slide that will be seen in the Instagram feed and a call to action at the end. Carousel templates can save you time when creating your Instagram content.

I’ve created multiple carousel templates for free online design tool Canva. You can find the templates here.  Canva templates can be swapped out to your own brand’s colours and fonts in seconds, ready for your own text and photos or video.

Hopefully, you now have all the details you need to create your own engaging carousel on Instagram! 

INSTAGRAM STORY VIEWS: EVERYTHING YOU NEED TO KNOW IN 2022

INSTAGRAM STORY VIEWS: EVERYTHING YOU NEED TO KNOW IN 2022

When you understand Instagram Story views on your account, you can use this to improve your content and have it shared more and grow, which is what we all want, right? Let’s go through everything you need to know about Instagram Story views, including what Instagram Story views are, how to see them, why you should be using Instagram Stories in 2022 and how to be seen by others. In other words, understanding Instagram Story views is the first step towards growing your Instagram account with your ideal followers. 

View Instagram Stories in your archive month by month. Click on each image to see the post.

WHAT ARE INSTAGRAM STORY VIEWS?

Instagram Story views are the number and names of accounts that have seen a particular Story.  They’re visible for up to 48 hours, via Instagram’s Archive feature.

HOW TO SEE INSTAGRAM STORY VIEWS

There are two ways to see Instagram Story views. 

  1. The first, is by clicking on your Story while it’s live – in other words, in the first 24 hours of its life either in the Instagram phone app itself or on the desktop. You’ll see the total views and a list of accounts that have seen it. 
  2. You can also click on the Instagram hamburger menu (the set of narrow lines on the top right), choosing Archive /  Stories / Stories Archive from a drop-down menu at the top of the screen. Story views are visible in the archive for 48 hours. 
Find viewers of your Instagram Stories by checking your account archive within 48 hours of your Story going live. Once 48 hours has passed, details of Story viewers disappear.

HOW TO TRACK INSTAGRAM STORY VIEWS

Given that Instagram Story views disappear after 48 hours, you have several options for tracking them. One is to track them manually, adding figures to a spreadsheet or Airtable every 24-48 hours. Another is to use a third-party tool such as Later’s scheduler in the Growth or Advanced plans. Later’s Free and Starter plans exclude this tracking. 

WHAT TO DO WITH YOUR INSTAGRAM STORY VIEW DATA

Continuous monitoring of your Instagram Story views gives you a feedback loop on your most popular content and top Story followers. This helps you see your most successful content and the content that failed, so you can create more successful Stories and fewer failures. It also allows you to test new types of content, happily knowing that it will be clear within 24 hours whether you should continue. 

WHEN TO POST ON INSTAGRAM STORIES FOR THE MOST VIEWS

One of the easiest ways to help increase Story views on your Instagram account is to post when your followers are online. You can find out when this is by checking your analytics. Analytics can be seen via the hamburger menu / Insights / Total followers and scrolling down to ‘Most active times’. Here, you’ll see a graph showing the days and hours when your followers are online the most. 

This gives you a range of best times to post. From these, you can choose when you’re going to post and test what times consistently bring you in the most Story views. 

Find out when your followers are on Instagram by checking Insights in the menu and going to the 'Followers' section. Scroll down to see a graph of when your followers are online for each day of the week.

HOW MANY INSTAGRAM STORIES SHOULD YOU POST A DAY?

Instagram CEO Adam Mosseri suggested in mid-2021 that posting two Stories a day is right for growing your account. Other Instagram experts suggest posting regularly throughout the day so that whenever your followers visit Instagram – and usually it’s multiple times a day – there’s a new Story from you for them to see. Ultimately, you need to choose what is right for you, your business and your lifestyle. If you’re unsure, perhaps start with twice a day, at the start and end of business hours and see how that works. 

A good rule of thumb for the maximum number of Stories a day, suggested by Fohr founder James Nord is that if you can’t easily count the number of white lines along the top of an account’s Stories, there are too many. 


WHAT HELPS YOUR INSTAGRAM STORIES RANK HIGHER IN THE ALGORITHM?

There are four factors that go into ranking your Instagram Stories: 

  • Post information eg whether the Story is a video or photo
  • Account information of the poster eg how often you’ve posted recently
  • Viewer information, such as which kinds of posts they interact with most
  • Engagement history between the viewer and your account

Instagram CEO Adam Mosseri shared these four factors on his Instagram account in June 2021, explaining how the company tries to find content that best suits viewers. 

WHY YOU SHOULD BE USING INSTAGRAM STORIES IN 2022

Instagram Stories are one of the best ways to build relationships with your followers AND one of the best ways of being shared by other accounts, increasing the number of accounts seeing your content and potentially increasing your followers.

Stories are the ideal ‘snackable’ size of content for viewers with an ever-decreasing attention span. Photos last five seconds in the Stories feed and videos up to 15 seconds, which are perfect for simple ideas and updates. And because they’re so bite-sized, you can share a variety of topics that help viewers get to know you and your business. 

They’re also easy to create when you’re pushed for time. You can go from “Oh, my followers might like this” to sharing it within minutes, unlike a grid post or Reel that do best with a thoughtful caption, carefully chosen hashtags and impactful visuals. They’re an update for your followers in between grid posts. 

Choose whether other accounts can share your Instagram posts via the settings. By default, these are left on so that others can share your content on their Stories.

Also remember that when your Stories appear multiple times a day in someone’s Instagram account, it’s an excellent way for them to get to know, like and trust you, which in turn leads to bookings and sales for your business.

If you’re sceptical about this working, try going onto your Stories every day for a week and watching all of them. Check in with yourself after that week to see how you feel about those accounts, compared to the previous week. (If any accounts are posting an overwhelming number of Stories a day, you can mute them by going to their profile and tapping the ‘Following’ dropdown menu that will allow you to ‘Mute’ or hide their posts and/or Stories). 

Stories are an important part of the Instagram ecosystem, given that everyone uses Instagram differently.  Some people will look mainly at Stories and very little at regular grid posts. Others will go straight to Reels and others again will browse their feed, Stories and the explore page. Using Stories as well as grid posts and Reels increases the touch points of your account with your followers, increasing the chances of you being seen.

FOURTH QUARTER SUCCESS PLAN FOR SERVICE BUSINESSES (UPDATED FOR 2021)

FOURTH QUARTER SUCCESS PLAN FOR SERVICE BUSINESSES (UPDATED FOR 2021)

The fourth quarter of the year is the time when service businesses can hit their yearly goals, even if they’ve not been on target earlier in the year. With Black Friday / Cyber Monday, holiday spending (including Christmas and Hanukkah) and end-of-year budgets all in the mix, the rewards can be great, but you need to be prepared.

To help you make the most of the fourth quarter, here are some steps you can put in place to maximise your sales and avoid overwhelm, so that when the holidays start, you can relax and enjoy a break.

REVIEW EXISTING CLIENTS AND COMMITMENTS

CLIENTS: The first step in getting ready for the fourth quarter is to look at your existing workload and commitments. Check the client work you already have booked in or that is likely to book. Contact potential clients who have said they want work done at some point and let them know this is their window to book in with their deposit before the year ends. Given you are about to launch promotional plans, your availability is likely to become extremely limited and your clients will appreciate giving them a heads-up now so they can plan too. You might even add in an early bird bonus to galvanise them.

CALENDAR: Also look at your calendar for personal commitments. Now would be a good time to check with family and others in your household about their expectations for the fourth quarter, especially plans for late December and into the new year.

PERSONAL: Are there any tasks you need to do – either personal or business – that you want to complete before the fourth quarter to have them out of the way? This could be anything from a dental check-up to bringing your paperwork up to date. Think of it as clearing the runway!

The goal of this is to assess your workload and to proactively manage your clients and maximise your revenue from existing clients.

YOUR CALENDAR AND DEADLINES

Now you’re going to find out where the other ‘edges’ are in your fourth quarter and define some of your own.

DEADLINES

  • Check with your main suppliers, delivery firms or any other businesses you work with on their holiday deadlines. Put them in your calendar.
  • Based on these, set your own client deadlines with time for you to do your work and including a cushion to cover epic courier failures, mistakes and illness. Add these to your calendar.
  • Tell existing clients about your deadlines, preferably everywhere: social media platforms, social media profiles, newsletters or a one-off email to current clients.

BLACK FRIDAY / CYBER MONDAY

Black Friday 2021 is Friday November 26, 2021. Mark this and Cyber Monday on Monday November 29 on your calendar.  Even if you don’t run any Black Friday promotions, this period affects spending patterns, social media ‘noise’ and ad costs, in the 10 days leading up to this promotional long weekend.

PLAN THE FOURTH QUARTER

Now that you know the landscape for the final three months or more of the year, you can plan. Big picture planning for most small service-based businesses is best on a few sheets of paper so you can see how everything fits together. I’ve designed a free printable planner of Q4 for 2021 which you can DOWNLOAD HERE. (No email needed).

Choose the promotions you’re going to run, if any. You may already be close to fully booked (go you!) and your main job here is to manage client expectations. If not, then look at your financial goals and plan one or more promotions that could meet those goals, given your availability.

For instance, if you are a yoga teacher who is going to run a Black Friday offer on yearly online class memberships, you might team up with a local artist to create a limited edition yoga mat: those signing up for the year receive one. To do this, you would need to find an artist, set up the commission and have at least one yoga mat printed so that you can check quality and use it to promote your offer. Then you promote it for a week or two leading up to Black Friday.

There are a HUGE number of advantages to being this organised.  For a start, you’re so much more likely to hit your revenue goals. You’re less likely to be overwhelmed and it means you can take advantage of early bird specials or bulk discounts on printing marketing pieces or telling the local newspaper about your yoga mat commission and arranging a photo shoot of you, the artist and the yoga mat.

SUPPLIES CHECK

What are all the supplies you could need for this quarter? Check printer ink, sticky tape, Sharpies, bubble wrap, brown paper, labels, scissors, batteries. Either check everything now and order or make a note on your calendar when you are going to do this.

If you usually give your suppliers a little extra something at Christmas, now would be a good time to schedule that, perhaps even using Black Friday discounts.

Ditto, if you send holiday or New Year cards, schedule in time for those which could include: planning, shooting, designing, ordering, writing and addressing.

INBOX CLEAR-OUT

An inbox is not a task list. So if you have hundreds or thousands of emails in there that want actioning, move them to a sub-folder so you don’t get drawn in every time you go to your inbox.

Going forward, you’re going to empty your inbox daily Monday to Friday or whatever your business week is. Check your inbox between one and three times a day and close it at other times. This will allow you to concentrate on the big chunks of work you need to get through without email being a distraction.

Answer anything that you can do inside a couple of minutes and for anything that will take longer, turn it into a task. Copy and paste the relevant piece of the email to the task. If you have a system that links emails like LightBlue or Daylite, that’s fabulous.

Once you’ve either replied or turned the email into a task, file the email in a sub-folder. Given that you can search for the email by content or sender, you could just have one sub-folder for ‘dealt with’ emails.

This system of handling email is based on David Allen’s Getting Things Done. It’s a fabulous book for managing your business and life generally – perhaps a holiday read?

You also need to go through your current inbox for the past month or so and triage it: either respond inside a few minutes or turn into a task. You do not want one of these coming back in a few weeks to trip you up when you’re at your busiest. Schedule your triage session in your calendar in the next few days if you can’t do this today.

BEING EFFICIENT

When you’re planning your client projects, it can be useful to keep the notes and thoughts for each project in a separate folder. Breaking down projects helps prevent overwhelm and keeps them on track.

For instance, ‘do album’ may include:
– Request favourites from client / choose favourites
– Import image folder into album design software
– Check size of album + number of pages
– Design album
– Export design as double-page spreads
– Resize spreads and save for web
– Upload to online review software, write intro blurb, publish.
– Email client with link, next steps and album deadlines.

For sets of repeating tasks such as the steps in designing an album, it can be helpful to keep a list of them which you print and tick off. Electronic task managers can have their own versions of this; for instance, Daylite has activity sets.

Although you may know all the steps, remembering them in the right order can take up space in your head that you may want for other things.

GETTING HELP

If it looks as if you have too much on your plate, there are a few things you can do.

One is to truly look at how efficient you are. For instance, designing albums and making album changes all on one day is more efficient than doing an hour a day for the week. This is because when you switch context between different tasks, it takes us time to adjust from one to the next.

This means that a one-minute email in the midst of album design is more like a five to 10-minute email as you lose your train of thought on the album. There is also something intrinsically rewarding with getting something as complex as an album design done in just one or two concentrated sittings without distractions.

If you are being efficient, then what support could you get? Concentrate on removing or reducing tasks that suck your willpower. For one person, this could be using social media hashtags, for another, it could be the thought of what to cook for dinner. Social media management or food boxes with recipes such as Hello Fresh might help.

Also keep in mind services such as Fiverr and Upwork for online business tasks and Helping Hands and local teenagers/parents to deal with physical ones such as packing orders and post office runs. Try to get your support set up before you need it.

Schedule time in your calendar for you too. This includes time off, family/friends time and workouts.  You can download a free printable planner of your 2018 fourth quarter I’ve designed just for you – no email needed HERE

NEXT STEPS

You should now have a calendar with important dates and deadlines and a set of projects, each of which contains tasks. These two pieces can help you stay on top of this quarter like a boss. Check your projects each week – it will probably take you less than 30 minutes – to make sure that everything is progressing as it should be: clients or suppliers have responded to emails and nothing you were meant to do has fallen through the cracks.

We’re all human and things WILL get lost along the way, but the weekly checks will bring you back on course quickly and help you plan your tasks for the week. Don’t forget, you can download a free printable planner of 2021 fourth quarter I’ve designed just for you here. 

I hope this helps you plan your fourth quarter success, staying sane and delivering a great service to your clients.

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