BUSINESS ACTION PLANNER
TOOLS AND INSIGHTS FOR CREATIVE FREELANCERS
CONSULTING SHOP

THE SCOOP

DIGITAL TOOLKIT

Plan your creative freelance business anytime, anywhere, and on any device with your Evernote® service. Whether you have 3 minutes or 3 hours, you can always be working on your plan.

A PLAN JUST FOR YOU

Create a manageable business plan you love (instead of loathe) so you can enjoy the process of getting things done. Your creative life is a work in progress; your business planning should be the same.

EXCITING FORMAT

Identify key questions and issues with a hands-on resource that helps you focus on what to do next. The guidebook is fun to read and it’s easy to start planning, no matter what stage you’re at.

INDUSTRY INSIGHTS

Learn about the ins and outs of managing and marketing a creative venture from a business consultant and creative entrepreneurs, plus read interviews with industry professionals.

MOMENTUM BUILDER

Kick start fresh ideas, brainstorm with more intentionality, evaluate what matters, remove barriers, and maintain momentum because you’re only ‘living the dream’ when you’re taking action.

FREE WORKSHEET SUBSCRIPTION

Clarify the details of your marketing and budgeting plans with spreadsheets that will help you create manageable strategies. Additional bonus worksheets will be delivered to your inbox as they become available.

40346

WORDS IN THE GUIDEBOOK

344

PAGES IN THE GUIDEBOOK

188

  BUSINESS ACTION ITEMS

132

 BUSINESS INSIGHTS

 

THE SKINNY

MORE ABOUT BUSINESS ACTION PLANNING

The Business Action Planner Toolkit is a self-paced resource that you can use to bring structure and focus to your business building efforts. In comparison to a traditional business plan, a business action plan is very different:

  • The business elements are organized more organically based on our experience helping creative freelancers identify, address, and solve their management and marketing problems. The Business Action Planner Toolkit is a non-prescriptive resource designed to decrease the chance of inertia and increase your entrepreneurial momentum.
  • The end result is not intended to be some elaborate document that you print and then shove in a drawer never to see the light of day. Rather, it’s designed to be a perpetual work in progress; it’s for your business-building pleasure and it’s a digital workspace—thanks to the wonders of Evernote®.

This is for you, something to have at the ready to help you achieve your dreams. It’s a toolkit for creating a manageable and serviceable structure for your hopes and dreams. This wasn’t always a self-help toolkit. In past years it was an expensive consulting package, but now it’s accessible to everyone.

INSIDE THE TOOLKIT

The Business Action Planner Toolkit is a trilogy of awesomeness designed to help you rock your freelance business-building efforts. It includes the following files:

1. Guidebook

This massive eBook includes our insights and instructions on the eight (8) key elements of building a Business Action Plan. It is organized as both a workbook and an entertaining read, with each numbered section built in the following format to take you through the process:

  • Objective: a clarifying statement about what you could aim to achieve.
  • Insights: remarks and notes to help bring context to the subject.
  • Kick Start: questions and commentary to help spark preparation.
  • Business Action Planning: specific tasks for you to work on.
  • Interviews: candid and and insightful Q&As with industry pros.

The guidebook is available in PDF format and as an Evernote® notebook for your viewing pleasure.

LEARN MORE

2. Business Action Planner

This planning tool lives in the form of an Evernote® notebook (which is an .enex file); once it has successfully uploaded to your Evernote® account (instructions are provided in the Guidebook), you can start working on your very own plan. The eight (8) key elements correlate with the guidebook so you can stay in sync with what you’re reading about and what you’re working on.

Just like the Guidebook, each numbered section starts off with the objective and kick start questions followed by the planning elements, which are broken down into five (5) bite-sized components:

  • Action Item(s): a specific task, or a set of tasks that, if accomplished, will help you achieve your objective.
  • Deliverable(s): a placeholder area to write, edit, and add images or links.
  • Next Step(s): a specific follow-up action, or actions, for you to consider.
  • Success Indicator(s): a note about how you can evaluate your completed action item(s).

We have provided you with tangible action items, deliverables, next steps, and success indicators but these are simply suggestions—we want to help you get the ball rolling. Based on your business needs, you may feel it’s best to edit or even delete our notes. No problem . . . it’s your plan.

Evernote® is free to use and upgrading your subscription is not required (though we’re big fans of their premium service because it’s just too awesome).

LEARN MORE

3. Worksheets

These spreadsheet files (available in both Microsoft Excel and Mac Numbers file formats) are thrown in as a bonus because we just couldn’t help ourselves. The worksheets are laser-focused tools meant to help you drill down into the nitty gritties and create your own strategies. The first two worksheets are:

  • Marketing Mix
  • Monthly Budget
LEARN MORE

THE GOODS

EVERNOTE

FREE SUBSCRIPTION
  • Work on your business plan
    anywhere you go
  • Share your ideas and notes
    with friends and clients
  • Save web clips and images
    along with your notes
  • Find a notes or images
    lighting fast

MOLESKINE

SAVE BIG
  • Subscription to
    Evernote® Premium included
  • Document camera
    recognizes notebook pages
  • Handwriting is recognized
    in captured images
  • Tag hand-written notes using
    the smart stickers

ABOUT

MEMO2 FREELANCERS

Get exclusive business action planning insights from Corwin, Q&As with creative freelancers and a shot of inspiration by subscribing to our free mini-magazine: MEMO 2 FREELANCERS—it’s awesomeness delivered straight to your inbox.

SUBSCRIBE TO MEMO2

PUBLISHER

Taendem Agency Inc.

A boutique management and marketing firm that provides professional services to creative entrepreneurs. The Taendem team helps creative people elicit curiosity and generate demand for their ideas, services, and work by guiding them through the process of making good business decisions. Learn more at Taendem Agency.

AUTHORS

bap-corwinhiebertCorwin Hiebert

As business manager to freelancers, digital artists, and entrepreneurs, Corwin cares about the ”why” and the ”how” of making a life, and a living, from one’s creativity. He manages talent such as world-renowned photographer, publisher, and best-selling author David duChemin. Corwin is the author of Living the Dream: Putting Your Creativity to Work [and Getting Paid] (Peachpit Press, 2013) and has had eBooks published by Craft & Vision and Flatbooks. Corwin presents business and marketing lectures / workshops at photography and design conferences throughout Canada and the Unites States; he is also a guest lecturer at Vancouver Media Arts Institute, Langara College, and Capilano University (IDEA Program). Connect with him through his website where he doesn’t blog, he delivers at corwinhiebert.com. Follow Corwin on Twitter, Facebook, Google+ or Instagram.

bap-eileenrothe

Eileen Rothe

Eileen is a business manager who loves helping creative freelancers get organized so they can focus on what they do best (which is usually NOT the “adminy” stuff). From brainstorming sessions, to email blasts, to events, and even that dreaded paperwork, finding an inspired-yet-practical process for everything is, well, her thing. A singer/songwriter herself with an EP on iTunes, Eileen has insight into what it means to put your creative self out there: the exhilaration and the hard work. For three years she co-produced the CREATIVEMIX ideation conference, bringing together artists, freelancers, professionals, and students into a one-of-a-kind exhibition showcasing creativity and collaboration. She loves cheerleading creatives and their endeavours. Her mantra is simply this: stop getting good at something you don’t want to do, do what you love and see where it takes you!

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