Plan B

Plan B for the Goals in your Life

The uncertainty in life can be a challenge for anyone to navigate. Having a Plan B or a contingency plan can help steer your life in a productive and fulfilling way. It allows you to overcome fear, take greater risks in life and always be prepared.

Eggs in a Basket
Let’s start by discussing Plan A. It is the direction we choose to follow now. Setting up goals, writing a plan to follow and creating a step-by-step path often produce unwanted anxiety as you begin to take concrete actions to a particular plan. This is often due to fear of the unforeseen or contingencies that happen in life along our journey. Making decisions and intentions for your future and the focus of your energy in the present can be a daunting task. It is at this phase reflection on what could happen when all does not go according to plan can be a necessary step to ease the burden of investing in a Plan A. The adage is “Don’t put all your eggs in one basket” and planning for the proverbial different baskets can provide us with a measure of freedom to more securely travel whatever road we choose at the moment.

Walking across a tightrope without a net can be a scary proposition to most people. The fear of crossing can debilitate any person trying to reach the destination across the circus tent. This is why it is so amazing to see the spectacle of the tightrope walker in midair. However, most people would rather walk their path with some sort of contingency plan in place to ensure a soft landing in case of the dreaded fall. Plan B can often be a necessary psychological step in moving forward on Plan A. It is as if we need to build a safety net that provides us with an extra measure of security to move forward on the path we have chosen for ourselves. Plan B or a contingency plan is exactly the alternative plan in case the first plan cannot be carried out as pre-defined or if a decision is made that the original plan will not result in the expected outcomes.

Most contingency plans in life are conceptualized due to fear of the future. Fear can be a positive motivator in the process of writing a Plan B. It can allow us to focus initially on the essential needs for survival but eventuality on essential needs for growth. A good plan Plan B also balances the short term goals with the long term goals. As we move from Plan A to Plan B the smoothness of the transition can be thought through with essential steps in pre-planning.

Greater Risk, Greater Reward
Plan B can allow you to take larger risks with whatever goals you are currently working on. The knowledge that if their is a failure at any point on your current path there is an alternative option that can allow you great freedom of thought and action. With greater risks come greater rewards as well as the possibility of greater failures. Plan B is the antidote for the fear of risk.

Trigger Point

The first step in constructing a Plan B is define what are the deadlines, pivot points and decisions that must be made with regards to Plan A to determine if it is time to make a change. What are the crucial outcomes and measurable progress when determining whether Plan A is succeeding. This is the trigger point that we must define to begin to implement our Plan B or the contingency plan.

S.M.A.R.T. goals
S.M.A.R.T. goals can help with making the final decision to move to Plan B or the contingency plan. S.M.A.R.T. goals are defined as goals that are specific, measurable, achievable, realistic and time bound. With this in mind a decision must be made as to whether the original goals can be attained with moderation or should a completely new contingency plan be undertaken. The trigger points should be built into the original plan with specific and measurable outcomes weighed for the decision to implement a Plan B. In addition, the unforeseen developments with regards to a plan should be assessed as possible risks and challenges that may make a Plan A unachievable or unrealistic within specific and measurable goals and time constraints.

Steps to building the contingency plan or Plan B:

-Develop an overarching vision for Plan B, like all good plans the vision is crucial to seeing the end result clearly in order to move forward on the path.

-Take an inventory of your skills, assets, network, education, energy, connections and time. This allow you the ability to see what is available to you currently and may illuminate a future path whether it is divergent or complementary.

-Invest time in researching a contingency plan. Set aside a small amount of time each week to work on Plan B even if Plan A is going smoothly. The results of this work can bring new insight or excitement to your current plan as well as provide a break from the routine of Plan A.

-Make your Plan B or the contingency plan a goal on the opposite end of a spectrum from what Plan A’s goals are defined as. This would provide a creative outlet or a nuts and bolts goal for the future to utilize all aspects of your skills and abilities. For instance, if your are an accountant, a goal such as a creative writing project may provide the balance of your skills or vice versa if you are a performer would starting to take classes to be a physical therapist excite you?

-Identify small steps that can be done in advance to prepare for the worst case scenario should Plan A have to be abandoned. These small steps can accumulate in time to reach a formidable body of work to mitigate any total disaster. Make sure these steps provide a level of fun or reward in your life as the enjoyable the tasks are the more you will follow through with accomplishing them.

-Plan B should have immediate steps to take if they must be implemented and long term goals to reach for to achieve the stated vision. A list of things to do or have is helpful in executing a Plan B.

-Keeping it simple at first so that the road ahead is clear as you begin to turn the wheel in a new direction.

-Assess your immediate needs and long term needs for switching paths along your journey.

-Defining success can be a prime motivator when implementing a Plan B that allows for the development of goals and step by step plans.

Steps Forward
A contingency plan in life ensures that there is always a step forward to work on. Job situations, family illnesses, tragedy, unforeseen developments with your spouse or children, natural disaster or failure in any area can be mitigated with a Plan B. The Plan B or contingency plan although sometimes elicited by fear does not have to be a burdensome task. The plan to develop new skills, monetize a hobby, save for a dream, start a creative project, look for a new job, plan a move or the accomplishment of goals can be an exercise in fun visualizing when establishing steps for a Plan B. The Plan B is only limited by imagination. Start taking those small steps forward on your life’s contingency and become fearless in your daily decisions.

Written by:
Yolanda Ortega

Trello, project management tool, screenshot

Easy Project Management with Trello

Trello offers an easy to use project management tool that is not only easy and fun to use, it is beautifully visual, encourages collaboration and is intuitive to understand at first glance.

Web Based Project Management Application
Trello is a free web-based project management system application that is available on iPad, iPhone, Android, Windows 8, and web browsers.

Visual Thinking
Trello is the greatest project management tool for visual thinkers. Trello is a project management tool that emulates a board with sticky notes on a wall or notecards on a cork board. It is a highly visual organizational tool to manage the process of completing a project. The project’s lifecycle is easily managed between tasks and milestones to provide a bird’s eye view of the work process.

Kanban Style Format
Boards are the essential collaboration tools that allows you to organize each individual project in a kanban style format. The kanban style or method, for managing work, prioritizes delivery at appropriate times to alleviate overload of information by people assigned to a given project. This process defines the task as it moves through the work process until it’s completion or delivery to customers. The purpose of Trello is to display the process in all it’s steps in the kanban style. Team members pull work from the assigned cards. In essence, Trello and the kanban system tells members what to produce, when to produce it and how much to produce.

Layered System
The layout is a layered system. First you create organizations, then you create a board for each project, on each board, you can create lists, within the lists you create cards. The board is set-up with columns across the top horizontally and cards making up the lists going down the columns vertically. As mentioned above, it is reminiscent of a cork board with cards pinned under different headings. The cards can be dragged to the appropriate columns when they are completed.

Lists and Cards
As mentioned, you organize the board by columns horizontally that are called lists so that you can get an overview of the project’s process and then add cards vertically within the lists that you can move across the columns. The cards can contain checklists, colored labels, images and attachments. Each card can be assigned to different people and files can be attached that are important to the project. In addition, each card can be moved, copied, subscribed to or archived.

Reasons for using Trello

1.) It keeps things neat and organized if you have a separate board for each project

2.) It’s easy to move between projects with the menu at the top of the Trello screen

3.) You can move cards easily from list to list (column), for instance if you follow the “To do”, “Doing”, and “Done” lists you can move cards easily as you progess

4.) You can manage running conversations almost like an email chain in an easily viewed and understandable format

5.) You will get notifications for new activity which eliminates the need for checking Trello throughout the day

6.) You can upload attachments from Google Drive, Dropbox, Box, Computer, OneDrive

7.) Simplicity is an overriding factor for some when choosing a project management tool

8.) Built for easy collaboration

Client Projects
Trello is an effective way to handle client projects. Creating a board for every client project eases the communication flow when going through various stages of the work process. It is easy to assign tasks and allow the client the view of the project in process and who is performing what task. There is also an efficiency of time due to the fact that the team spends less time checking in.

Personal Projects
Trello can be used for personal projects, keeping track of family priorities, small business assignments, art projects, daily tasks, lesson plans, hobbies etc…

It is also a place to brainstorm, re-organize, prioritize and plan out the visual landscape of a project. The basic principles of using the system are to visualize the workflow, limit the amount of tasks in the “in progress” column, pull completed work from column to column as completed and finally and most importantly, monitor, adapt and improve.

Trello is simple in design but can be integrated with hundreds of applications including gmail, Evernote, Sunrise Calendar, Twitter, Salesforce, Google Drive, Zapier and IFTTT.

Inspirational Examples

-Weddings, Baby and Bridal Showers, Anniversary and Birthday Parties can be planned easily with boards that use lists that detail timing such as 12-months out, 6-months out, 3-months out, 1-month out, 2-weeks out.

-Vacations can be planned easily with Trello boards to research different destination options, to dos before trip, itinerary, restaurant research, historical site research, planning, packing, etc…

-Recipe Organization can include lists for meal planning, recipe collection and grocery store strategies

-Job search can be organized with boards that list preparation, open positions, companies, interviews and follow-ups

-Home renovations can be planned with family members to interview contractors, schedule prep work, materials, design ideas, communicate thoroughly and coordinate schedules

-Editorial calendars can be created to write blogs, books, articles social media content or writing portfolios.

Trello’s basic plan for individuals is free. The Business plan is $100 per year/per user and the Enterprise pricing is $250 per year for multiple teams.

As you can see the possibilities for managing projects are endless with this phenomenal tools at hand. The visual nature makes this tool beautiful to use. It’s simplicity for use with teams or individually is a major selling point. The integrations with other applications ensures that you can really create a robust project management tool. Create your first board today and begin the journey to easy project management. Click here to try Trello!

Written by:
Yolanda Ortega


Evernote for New Entrepreneurs

Evernote is a Time Saver

2015 brought me the opportunity to start-up a small business.  I have a myriad of information to deal with from classes on “How to Write a Business Plan” to tips on networking or ideas for the business.  I have been deluged with information and ideas.  This is a good thing.  I had read about Evernote a few years back but never felt the need to explore simply because, I had a tried and true system of organization all in my head.  Well now I’m almost 47 and the memory is not as good as it used to be, so it is fitting that the Evernote logo is an elephant that never forgets.

I’ve been using Evernote and have discovered that it has been invaluable to me thus far, and I can only see it getting better in terms of organizing ideas and projects.  I share these tips for any small business owner to get started.

First let me explain.  My system of collecting information on the internet or links, pdfs, random notes, random thoughts, meeting notes, etc… was almost non-existent.  I would save web clippings in a bookmark file on my  bookmark bar.  I would use yellow pads and notebooks to keep the random notes and thoughts as well as meeting notes together. Pdfs would be saved to a file on my desktop.  All that is over.  I have one central location to put all these things.  Here are my tips for getting started.


First I set-up the Evernote Web accounts on my laptop, tablet and cell phone since you can use each tool to collect data including camera, web clippings, email, pdfs, voice recordings, handwritten notes, etc…


I basically spent some time setting up all of my notebooks where you will put the individual notes that you create or that are links, pdfs emails, pictures, scans, etc….  The word notebook appears on the left side of the screen, right click then click new notebook.

You can also create a stack which is sort of like a suitcase to save all your related notebooks.  Example all of the notebooks related to my business operations can be in one stack.  All of my blog notebooks can be in another stack.  So the hierarchy that I customized for my own life:

  • My Business (Stack)
    • Financial (Notebook)
      • Bank loan (Note: note, article, pdf, link, email, scan, picture)
      • Bank account (Note: note, article, pdf, link, email, scan, picture)
    • Operations (Notebook)
      • Staffing outline  (Note: note, article, pdf, link, email, scan, picture)
      • Meeting (Note: note, article, pdf, link, email, scan, picture)
  • Blog (Stack)
    • Instagram Blog (Notebook)
      • Article about Instagram (Note: note, article, pdf, link, email, scan, picture)
      • picture of Instagram (Note: note, article, pdf, link, email, scan, picture)
      • web clipping re: Instagram (Note: note, article, pdf, link, email, scan, picture)

As you can see it is an easy organization system that anyone can set-up.  Customize in your own way for your own projects.


Create notes clicking the large button on the top of the page marked +New Note.  Begin to create notes and organized them by clicking the dropdown menu to choose the notebook.  This is the way to save the notes that you type.  Then type the tags that you would like to include.


Tagging is an important component when using notes.  They allow you to organize your notes on another level than just the Stack, Notebook, Note method.  I tag with all the keywords in the article or elements of a picture so that I can easily search for notes.


Next take the time to automate some of the functions of Evernote.  I use IFTTT to have gmails that are starred to go directly to a notebook.  There are also IFTTT recipes that allow you to save pictures from FB, Instagram, Twitter or almost any social media channel automatically to a notebook.  The IFTTT recipes with Evernote are a long list automating would be beneficial to save time.

Web Clipper

My favorite tool with Evernote is the Web Clipper an extension for your browser or a widget for your mobile device.  I can scan articles then I can save the link or screenshot to an Evernote notebook.

Another favorite thing I can do with Evernote is create lists with check boxes.  Just click the box on the toolbar that looks like a box with a check mark to place the check boxes in your note.  And get your checkboxes immediately.  It’s nifty little time saver and can eliminate your paper to do list.


This brings me to the next great tool within Evernote that you can use which is the collaboration tools.  You can click the Share button within a note and send your note via Facebook, Twitter, Linkedin, Email or create a link that you can send to a person or group.


Evernote for your mobile device is the most handy tool of them all.  As a small business owner, I collect a lot of pictures and voice recording as well as random ideas for blogs and services.  First I downloaded the apps for Evernote on my devices.  Then, I easily shared them with my Evernote notebooks using the widget on my phone just choose share on any picture or recording and click the Evernote icon.  It sends directly to my Evernote.


Evernote has allowed me the ability to go paperless in this delicate world.  In addition, this has caused less paper clutter in my life.  I really love this app and have only just begun to discover it’s uses in my life.  Here are some ideas for you:

  • Create outlines
  • Create to do lists
  • Take notes while learning a new skill
  • Record ideas and save in a central location
  • Keep copies of paper, receipts, reports, pdfs, important docs
  • Organize research
  • Record meetings
  • Save children’s artwork
  • Save certificates
  • Save coupons
  • Collect social media updates (automate with IFTTT)

Evernote for Small Business

Evernote has been one of my important discovery thus far as a business owner.  I find that I am more organized than ever because of this tool.  I know I will use this tool far into the future for keeping every project or life task organized.  I am able to do everything to date with the free version of Evernote.  This is a tool I highly recommend for use for any business owner trying to track their projects or ideas.

Written by 
Yolanda Ortega