Working Mami: Organizing For a New Month


February is here! Woohoo! The month of love. As organizing! Last week was...interesting. So, I wrote a post giving you tips on what to do to survive cold/flu season and lo and behold, I got a call on Thursday that the Frog Princess was running a 102 degree fever. Suffice it to say that my entire schedule for the remaining of the week went out the window. That included a fashion post I wanted to share with you last Friday. I had to edit pics and didn't get a chance to do so (do not procrastinate, people!).

Related Post: Tools That Keep Me Organized

Alas, such is life.

It is a new month and guess what?! We have the grand privilege of doing it all over again! Ain't it great?! To that end, I want to tell you what I do to get ready for a new month. This will be short and sweet! Feel free to send me your questions if there's something you need to know. Also, I share thoughts about organization and bawsing on Periscope. If you don't catch me live, you can check out the Katch account for the videos after the 24 hours are up on Periscope. Word to the wise, a lot of the videos get taken down because the info will make it into my e-courses (have you checked out the first one? Class begins soon!).

Organizing for the New MonthOkay, here it is:

  1. Close out the previous month - so I did this over the weekend although ideally, I would've like to have gotten it done last week. Closing out the month includes perusing my month-at-a-glance in my blog organizer and making sure that I've turned in any links for sponsored posts and have invoiced accordingly. I update the info right on that page and keep it moving to my next step.
  2. Write down my lessons learned and outcome! This is important. I say this because I am terrible at it and need to hear it yet again. In the planner, there's a section for goals and a corresponding section for outcome. There's also a section for lessons learned. I realized that I wasn't utilizing these as much and have doubled back to make sure that I am celebrating my wins and working on my misses. Does that make sense? For example, I set a crazy goal in January and made it. On January 12th! WHAT?! [insert shoulder shimmy, glitter and body rolls] That needs to be celebrated and I am trying my hardest to do this every week before I...
  3. Plan out next month - why yes, I do move on to the next month's section in the organizer and set new goals. I also open up my week and start brainstorming. Who am I pitching? Are there any topics that I want to write about? Any topics I want to Scope about? That all gets written down and then funnels into my editorial calendar.
  4. Do a quick overview of editorial calendar - be sure to make sure you account for special dates, holidays, etc. This month is hard on me y'all. Being real honest. The anniversary of Mami's passing is on Tuesday and 4 days later is her birthday so, I try to take these things into account. It means that the writing for that time period is done in advance. And I can go ahead and plan my writing time before it gets here. Similarly, if the kids are going to be out of school and you know you might not have your regularly scheduled writing time, if you put that into your editorial calendar, you can go ahead and set up a system to ensure that you still have posts going up during that time period.

That's it! Four quick tips to make sure you have a great month! I'm working on lack o' sleep so, what'd I miss here?


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New Year, More Organized You With #Office365 (free printables)


I'm a Microsoft Office Champion, and this is my sponsored story (insert Law & Order thump here). See below to download a budget template, 2014 calendar and blogger to do list. New YearI'm spending the day getting ready for my first full week of 2014.

Now that I have my word for the year, I want to help you create a more organized you. Because I love you, I’m going to help you stay on track and ready to take this year by storm.

I get lots of questions as to how I keep my OCD organization going. Simple. I use the tools at my fingertips. First, I can't say enough about OneNote. Having this doohickey handy is the best thing since sliced chocolate (I mean seriously, who came up with sliced bread?!). I have a tab in my notebook for each month and then add pages as needed (I like doing weekly pages so that I keep a running tab of what has to be done and can check off what's already been handled). Weekly tabs help me feel more productive because working for myself means that some days I don't get as much handled. This way, I look at my week as a whole instead of my day-to-day. OneNote is really the beginning and ties in everything else. I’ll show you how later.

Mo' Money

Who keeps a budget? I find that I am less stressed when I make room for all of my money. Not knowing where your money goes will ensure you don't know how your money is spent. So, I use Excel to keep me in check. It is so helpful to be able to go back and know exactly what's been going on in my financial life. Lawd knows this Mami brain is incapable of holding all of those details in my remaining brain cells.

Within my budget workbook, I keep a "blogger expenses"tab. This helps me plan out my year and figure out what's what. I find it helpful because I can put a number on that at the beginning of the year and then double check as the year goes along to make sure I'm sticking with it.


And speaking of blogging, I keep an editorial calendar in WordPress but, I have recently started creating my own organizer (stay tuned for more details on that). Guess what I used to create it? Microsoft Publisher! I've been using Publisher since my days as a category manager where I was in charge of creating a semi-annual product catalog. I've been a fan ever since. I am able to create the pages that I need in a format that is user friendly and that works for me.

All Roads Lead to OneNote

Okay so are you ready for this? Are you? I can drop my Excel spreadsheets into OneNote and edit them later (in Excel). Shut yo mouth!

Oh and if you're wondering about my blogger organizer? I PDF my pages and then I can drop them in to OneNote and type/write in whatever I want.

OneNote Screen1

OneNote Screen2

Yes, I am doing the happy dance. The cool thing is that I can print it from there and add to a binder if I should want to kill trees and keep the paper mills in business. Lots of ways to do it and all with one tool: Office 365.

New Year Templates

I'm feeling rather sharey today so I will share a simple budget template as well as a calendar and a weekly to do list to keep you bloggers out there organized. Just sign up for my newsletter and get the files delivered to your inbox!


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Tell me, how do you keep yourself organized and productive throughout the year?

Disclosure: I am a Microsoft Office Champion and this is a sponsored post. All excitement over the geekiness I create is unscripted, free of charge and purely my own.