Top 5 Blog Posts of 2017

Since I pump out new blog content every week, it stands to reason that you may have missed a post or two in the hubbub of your workdays. But my goal is to continually provide marketing and communication information, resources, tools, and tips for nonprofits and social enterprises—and the people who lead and run them. I do this because I want to see you get noticed and grow.

However, if you're short on time and playing catch-up, I've done the hard work and narrowed it down to this year's top five posts. So, grab some coffee, a snack, and start reading . . . 

Signify's Top 5 Blog Posts of 2017

1. A COMPARISON OF 13 POPULAR SOCIAL MEDIA SCHEDULING TOOLS

Even as a marketer, I know that I should be marketing my blog posts much more than I am actually writing them, but they both have to get done, so my time is always split. It's a common frustration many of us share, right?

There are, of course, a lot of ways to get traffic to your site, but for most of us, the day in and day out formula revolves around social media. And if you spend several hours writing a blog post, but only promote it on social media a couple of times, it could easily go to the internet graveyard. #RIP

So, what's the solution? I think it might be a social media scheduling tool, especially if you do not have someone who is solely dedicated to your social media strategy. There are a lot of popular options out there, and I took the time to review 13 of them. None were perfect (though some come close!), and several were quite similar, but I think you'll find some great choices for your nonprofit or social enterprise.

Read the full post . . . 

 

2. 8 WAYS YOU'RE SABOTAGING YOUR LAUNCHES (AND HOW TO FIX THEM!)

Every launch is a big deal. It takes your valuable time and resources, not to mention oodles of effort. So, whether it's the launch of a new website, a book, a campaign, an event, or a product, it needs to get the job done. After all, you don't have time to waste. I know this because I know many others like you, and you've got too much on your plate for missed opportunities.

But what happens when a launch is just okay? Or maybe it's good, but it wasn't as good as you'd hoped. Or, sadly, what if it flops? (FYI, even successful launches have room for improvement.)

No matter which of these situations you find yourself in, I've observed a number reasons throughout my career in marketing, PR, and events (among other things) that may be causing you to unconsciously sabotage your launches. I'll touch on eight of them here. But don't worry, there is hope! I'll also show you how to fix them so that your next launch is your best yet.

Read the full post . . .

 

3. WHAT YOU NEED TO CONVINCE POTENTIAL SPONSORS AND PARTNERS

Whether you're a nonprofit or for-profit social enterprise, chances are that you're on the hunt for a corporate sponsor or partner. It could be for a long-term initiative, upcoming event, or special campaign. 

And why wouldn't you be? Corporate sponsors and partners bring in new revenue, as well as a new audience that is potentially untapped by your organization or cause. The benefits to you are crystal clear.

However, have you stopped to think about what you bring to the table? There's plenty in it for the companies you're asking as well. Never sell yourself short.

These kinds of collaborations are called "cause marketing," and friends, I have really good news. There is no better time for it, and I'm about to tell you why. The bad news is that you may have the wrong approach.

Read the full post . . . 

(By the way, do you need a sponsor/partner presentation template?)

 

4. 10 TOOLS TO MAKE YOUR SMALL BUSINESS LOOK MORE PROFESSIONAL (MOST ARE FREE!)

I'm not sure running a small business will ever get easier, because I don't really know anyone, anywhere, at any size company who wishes they had more to do. But when you have a larger team, you at least have more of a division of responsibility. So, it can be challenging to look like a larger organization when it's just you at a desk in your guest bedroom, or just you and a few friends who decided to jump in and solve one of the world's problems over coffee one afternoon. However, looking more professional, like a large business would, can often mean more sales or donations, more support, sponsors, and more attention. 

So, how do you make that happen? I still have a lot to learn myself, but here are just a few of the tools that help my one-woman show look a wee bit bigger and more professional.

Read the full post . . .

 

5. HOW TO EASILY INVEST IN YOURSELF AND YOUR ORGANIZATION

First of all, I'm not just talking about throwing money at the latest software, or buying fancy computers, or getting team t-shirts, though that would be snazzy. I'm talking about the "deeper" investments for personal and professional growth, which leads to added value and growth for your organization.

When you invest in yourself personally, you knowingly—and unknowingly—apply that new knowledge and experience everywhere around you. So, even then, you're benefitting your organization. And when you invest in yourself for your job, or on behalf of your organization, your directly applying that new knowledge to your role and your cause. Intentionally investing in yourself also often provides renewed energy, focus, determination, know-how, and purpose. So, why not get on board?

Read the full post . . .

 

And those are this year's top five posts! What did you enjoy? Did you have a different favorite?

PSST: Don't forget that you only have a couple more days to try and win a Communications Strategy Session, valued at over $500! Details here. Resolve to make your marketing better in 2018.



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my goal is to continually provide marketing and communication information, resources, tools, and tips for nonprofits and social enterprises—and the people who lead and run them.

Kristi Porter, founder at www.signify.solutions

I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.


4 Marketing Mistakes I Made in My First 18 Months

The close of 2017 means that I've been in business for 18 months now. Whew—what a ride! Some days it feels like an eternity, and other days it feels like I just opened my shop. And I still get asked a lot what it's like to be an entrepreneur, or generally, "How's business?" My answer is always that it depends on the date and time that you ask me because it's an emotional rollercoaster! There are moments when I think I'm killing it, and moments when I wonder what the heck I'm doing. And I've been told by others that those feelings just sort of stick with you. Great . . . 

But as I'm reaching the end of my first full year with Signify, I wanted to share some of the marketing mistakes I've made and lessons I've learned so that, no matter what stage your nonprofit or social enterprise is in, you can learn from them.

The vast majority of my clients have very little training in marketing, so these are the things I'd want to share with them if we were sitting down over coffee. 

My guess is that none of them will truly surprise you. They wouldn't have surprised me. And, in fact, I already knew to avoid them, and maybe you do too. But sometimes we just need to hear them at the right time. I hope this is your right time.

4 Marketing Mistakes I Made in My First 18 Months of Business

Marketing Mistake #1: Not starting my email list soon enough 

I'd been warned. I'd been warned multiple times in multiple places and from multiple people, and I waited anyway.

Something you should know about me: I'm a perfectionist. I'm also a cultivator, which is a pretty word for the fact that I become obsessive about research so I can learn #allthethings before making a decision. I'm not prone to inaction, but I wanted to figure out all the ways something can be done, and then take bits and pieces to form my own process. I actually like that I behave this way, but as you can guess, it's time-consuming.

I didn't launch my online presence for Signify until seven months after I started my business. I wasn't in a hurry, and I had projects to work on in those early months, so it wasn't a big deal. However, I should have started my email list well before I had a website to show off.

I've been freelancing since 2003 without a website. I've always relied on relationships and word-of-mouth referrals, and most of the time, I had a full-time job anyway, so it was just extra money. I've also had different types of jobs, and even volunteered in different places, too. So, I had contacts from lots of different industries and organizations.

And what I should have done is begin emailing all of those people individually and consistently along the way telling them what was coming, and asking if they'd like to be on my email list.

But I didn't.

I was busy with other things, and thought I'd make time for it later. However, I was so overwhelmed by all of the launch work for my website and social profiles that I took shortcuts when it was "time" to build my email list. I just didn't want to ask people to be on a list for something they couldn't actually see online. #fail 

I'm sure what I'm saying makes sense to you on both sides of the coin. But the result of waiting was that my list growth has been slow, and I'm still waiting to do some of those individualized and customized things I put off for later. Ugh. Can't I buy more time on Amazon yet???

So, the advice I'd give you is to always be focused on building your email list. Social media algorithms change, but landing directly in someone's inbox is prime real estate. When you have something to say, this helps ensure it's heard. 

(Of course, I shouldn't have to tell you, but I will: you also have to talk to your list. Find a consistency that works for you and reach out. Those people have agreed to be on your list, so don't squander that opportunity. There's always something to say.)

Marketing Mistake #2: Too many social profiles too soon

I'd never call myself a social media expert, but I have a pretty darn good handle on it. I know the what, when, why, and how of social media. But it sure eats up a lot of time!

I knew I should be on Facebook because that's where my audience is primarily. And I wanted to be on Twitter (because I like it). I also knew I wanted a Facebook Group to share resources more frequently, and help connect people to each other. So, those three profiles.

Plus, I use my own Instagram account. And I thought I should revive my LinkedIn now that I'm a business owner.

Then, in the spring, people kept telling me how great Pinterest was for business, so I bought a course, and hopped on there too.

Are you following all of this?

Some days I have trouble following it myself. Six accounts. And you can name a few others that I have chosen not to be on.

All-in-all, updating these guys takes a couple of hours minimum per week. Scheduling doesn't take that long since I know what I'm doing, but it's social media, and you should also be, well, social. A couple of hours may not sound like a lot until you find yourself needing more hours to get things done (like pretty much all of us).

Let's also state that I'm a solopreneur in a new business. Those are two other kinks to work out.

What I should've done is start with Facebook, and maybe add in a new profile every couple of months when I've found my rhythm and best practices. (PS: You don't have to add new profiles.)

But what I have done is get some help so I can focus more on tasks that can only be done by me, and/or that are more revenue-focused. The first way I did this was to invest in a social media scheduling tool, so that I'm posting multiple times per day on auto-pilot. Then I can jump in personally as I'm able to add more value and personality.

The other thing I did was ask my friend Jen, who is a social media manager, to do some freelance work for me. She is actually the one who got me set up with SmarterQueue, and has also been helping me determine a better strategy as well as dealing with some of the other little tasks I haven't had time for right now.

Unfortunately, I can't hire a social media manager permanently at this time. Maybe some day. But in this busy season, it has been a dream to have the extra help, and well worth the money. And now I know better what to do when she's not around. Even on a tighter budget, consider getting some help in busy seasons so you can focus on more important tasks, projects, and initiatives. (These are some of the same reasons that people hire me, so it makes perfect sense!)

Marketing Mistake #3: Postponing Content Creation for My Launch

I love launches. That's one reason they are my signature service. They're fun and exciting, and there's so much to show off. They're like the first flurries of winter.

So, like anyone would be, I was excited about my own online launch. But, they're also a lot of work, aren't they? I had to write emails, blog posts, social media posts, website content, and on and on and on.

And just like building my email list, I waited until my launch was right around the corner to really start doing anything about it. Why? I had other projects to work on. From the moment I said I was ready to take on clients, I had clients. So, I started prioritizing paying work over something that was months away. And after all, I wasn't paying myself to create content for Signify. 

So, it just kept getting bumped back. I started working with my website and branding designers in November, so that got things moving a little. But the launch was February 1, so January was when everything went into overdrive. And I was exhausted by the time I launched! Plus, now I had to learn to create content for Signify while working with paying clients. That's definitely something I should've eased into.

The moral of the story? Start working on your plan and productivity. Use a planner or free software like Asana (I love it!) to set deadlines and keep you on track so that when you do find 15 spare minutes, you can check something else off your list. 

There are so many facets to content creation, and you can use little bits of time here and there to move projects along. Small momentum is still momentum. Plus, you might actually get a good night's sleep during the launch.

Marketing Mistake #4: Not enough focus

While I do manage to get a decent amount of things done, I'm no where as productive as I'd like to be. I definitely have days where I look back and wonder what I've accomplished, or have spent a full day watching TEDTalks or webinars, or sorting through email. It happens to the best of us, and I'll probably never shake it completely.

But one of my main goals for 2018 is to figure out a better way to focus, and figure out what I need to be focusing on at any one time. Let me explain.

There are two things any business owner will tell you to do: make money and expand your reach. So, I have clients to pay my bills, but because I work mostly on projects, I have to continually acquire new project work. Well, I also need to expand my reach to find new clients so that I can continue to make money. Kind of a chicken and egg scenario.

There are also a million strategies to take on either route. So, when I have consistent income coming in, I'll work on expanding my reach. But then the pendulum swings, and I need to shift efforts. So, it's constantly going from one to another, and then trying one of the millions of strategies as well. 

This example may look similar for you, or not. But if not, you can probably fill in the blanks pretty easily. The point is that I'm guessing you, like me, switch up your efforts a lot. And I don't think is helping either of us.

I jump into everything with two feet, but I constantly act like I have 40 pairs of feet to jump in a bunch of different strategies with. This isn't good, and honestly, this is what I've been struggling with the most as this year comes to a close. 

But what I'll tell you, and what I'm telling myself, is that the only way to make significant, lasting progress is through focus. This may come as the result of a change in strategy, or getting help, or cutting things out of your schedule or life. For me, it's meant a combination, and I still have a lot of work to do.

However, I do recognize the problem. And I am making the effort to fix it. I know it will be a process, but I'm on the path.

So, as we come to the end of December, and start peaking into January, what does regaining focus look like for you? Where can you change your strategy, get help, or cut back? These are the things that will lead to growth. 

It may seem counter-intuitive, but the easiest thing to do (and the thing most of us do), is to add. If we can see that something isn't working, or not working fast enough, we try something else. But we don't stop Strategy A, we just try sticking Strategy B on top of it. This won't work. We know instinctively, and through trail-and-error, that it won't work. It's time to do something different. I am, and I hope you will too.

One final note: Besides the lessons themselves, the other big takeaway is that even marketers make plenty of marketing mistakes. This should cheer you up! We're all just out here learning, and trying to share what we know. Take heart. Learn from my mistakes. And I hope and pray that next year is your best yet.



PIN THIS POST FOR LATER:

As I'm reaching the end of my first full year with Signify, I wanted to share some of the marketing mistakes I've made and lessons I've learned so that, no matter what stage your nonprofit or social enterprise is in, you can learn from them.The vast…

Kristi Porter, founder at www.signify.solutions

I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.


3 Foolproof Ways to Avoid Burnout at the End of the Year

Are you struggling with burnout as we come to the end of the year? I was, until very recently. I think it's pretty common, and probably one reason we look forward to the holidays—we can take a few days off without any guilt.

Burnout is an ugly monster. At the very least, it can slow us down and waste our time. At most, we can become unrecognizable. Tired, cranky, disinterested, shells of ourselves. I also struggle with Seasonal Affective Disorder, so I know that as much as I love this time of year, it has other hazards as well.

But I've got a business to run and a job to do, and I know you can relate. I only have the "luxury" of slowing down so much before everything is completely disrupted. So, what do we do? How do we cope? Do we just run headlong into the holidays, hoping that will save us? I don't think so, since most of us arrive on January 2nd's doorstep with that feeling of "needing a vacation from our vacation." 

In my past and recent experience, I think there might be a couple of other solutions we can turn to so that burnout doesn't get the best of us.

3 Fool Proof Ways to Avoid Burnout at the End of the Year

REGULAR SELF-CARE PREVENTS BURNOUT

This solution is likely the most obvious answer to you. It's tossed around a lot, especially at the beginning and end of the year. However, in last week's post from my friend, Daron, he points out that self-care is not something to be pursued when you're at the end of your rope. It's to be practiced regularly, throughout the year, so that you don't find yourself a frazzled lump of a person in the fetal position on the floor. (<-- speaking from experience)

I'm certainly not perfect at it, but here's what it looks like for me.

  • Monthly massages. These actually started as a result of some back issues, so it's more of a therapeutic massage, but I get them regularly, even when I'm not having other problems.

  • Travel. I love travel so much. It's life-giving to me. But since I was getting my business off the ground this year, I traveled much less than usual. And boy, did I feel it! I had the opportunity to housesit right before Thanksgiving in the North Georgia mountains for a few days, and just that short time and distance away did wonders for me.

  • Retreats. My goal is to take short, quarterly retreats. For the last two years, I've taken an annual retreat in January, and will be doing so again. But this year, I decided to make them quarterly. I squeezed in two away from home this year (January and March), one in a co-working space (August), and one at home (November). All of these were extremely beneficial, and helped me refocus on work and life.

  • Friends. I have amazing friends, and I'm sure you do too. But with life and work, most of them having kids, and my tendency to be a hermit, I see them far less than I'd like. However, I notice that when I do get together with friends, my days and weeks are better. So, I try and schedule to see friends a few times per month.

  • Walks. I live near a beautiful trail, and I love to get out there and take a walk. Even though I usually listen to business podcasts while I walk, it still does my heart good to be in a natural setting.

These may, or may not, resonate with you. We're all different. They key is to find things you love, and make them a part of your regular schedule. The trick in executing them is to actually put them on your calendar. Good intentions only get you so far, but we often live according to our calendars.

I put my retreat dates on my calendar at the beginning of the year. I schedule my massages a month in advance. My travel is often planned weeks or months ahead too. So, prioritize your self-care throughout the year to avoid burnout at the end.

Accountability partner/peer group

I've had mentors for years, and value them immensely. But this year was the first time I've ever had an accountability partner. I can honestly say it was one of the best things I did for myself and my business this year.

You can do this one-on-one, or with a small group of people. It can be formal, or less so, according to your preferences. I began with a single partner, but we are actually expanding it to a small group of women next year, and are pretty excited about it. 

Depending on your role at your nonprofit or social enterprise, you may already have one or more co-workers that you can confide in, or collude with. That's important, for sure. However, just having someone to gripe and gossip with isn't enough. The accountability piece is vital. You need someone to encourage you, to push you to be better, and to be a sounding board when needed. 

This is especially important for those in leadership positions where there are likely less options for peer-to-peer relationships. So, having someone outside of the organization to be that person is crucial. 

Accountability partners help each other get things done. We motivate one another, and sometimes, we just listen to one another. We all have good days and bad days in lives and in business, and it's a beautiful thing to have someone to help get you through them. Sure, you also have co-workers, roommates, spouses, etc, that can do that as well, but accountability partners relate differently because they should hold a similar position or responsibilities, and have similar goals. They serve a special purpose.

Note: For you introverts out there (my people!), having an accountability partner or peer group is an excellent solution for you too. They're limited in size, so not overwhelming, and we tend to function mostly inside our heads, so we need others to gain more perspective. This solution could be huge for you, so don't skip over it!

Habits/Routines

I'll be honest, this one totally snuck up on me in the past week. I would have never guessed that habits and routines could help fight burnout. And you may be skeptical as well, but hang with me.

Though I am an INFJ (with sometimes some strong emphasis on the J), I still fight the monotony of habits and routines. There are some things I still want to be flexible. In fact, have always liked freelancing for the fact that it changes. I get bored easily, so predictability isn't always my friend.

However, for the past couple of weeks I've been prepping for January. I want to get a strong start, and that means I lay the foundation now. So, I've been participating in some online business challenges to accomplish short-term goals. 

Through the posts, videos, and webinars in these challenges, the hosts have been talking about how successful people have strong morning and nighttime routines, as well as daily habits. The importance of these things is that they will carry you through when the motivation wanes.

We all start the New Year with goals and resolutions, only to wave bye bye to them a few weeks later. And that's often because we didn't build in the habits that would get us to the finish line.

So, I've been thinking a lot about this over the past week or so. When I'm not stressed and in a time crunch, I like to start my day with the Calm meditation app, 5-Minute Journal, and maybe Blinkist. But when I am stressed or feel like I have no time, I skip all of this by waking up and reaching for my phone so that I can check my email. Sound familiar?

I was on several, big deadlines prior to Thanksgiving, and I was stressed. I started feeling burnout creeping in. Luckily, I had that little trip, and that helped, but the beginning of December has been hard again.

So this week, I decided to go back to that slower morning routine that I enjoyed, even though I didn't feel like I had the time. I wasn't waiting for January. I even added in a five-minute yoga video from YouTube. And you know what? It helped my mindset and that has trickled through my day. I also looked at my Calm app, and it showed that I'd skipped all of November. Coincidence? I think not.

These sort of habits and routines also have strong ties to self-care. However, there are many other habits and routines you could choose, such as exercise, eating healthy, taking a nap, focusing on big tasks in the morning, only having meetings after lunch, checking email only twice per day, and many other things. By making any of them a regular part of your life, you are ensuring that you keep functioning and taking care of yourself and your work when times get hard. And this, friends, keeps burnout at bay.

What do you do to combat burnout? I'd love to hear!



PIN THIS POST FOR LATER:

Burnout is an ugly monster. At the very least, it can slow us down and waste our time. At most, we can become unrecognizable. Tired, cranky, disinterested, shells of ourselves. So, what do we do? How do we cope? Do we just run headlong into the holi…

Kristi Porter, founder of Signify

I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.


How to Make Self-Care Regular and Intentional

Today's guest post comes from Daron Dickens, a licensed Marriage and Family Therapist, and one of my bestest friends for the past 15+ years. He's one of the smartest people I know, and I credit Daron with helping me stay sane and mentally healthy (depending on who you ask, I guess).

While this is often "the most wonderful time of the year," it can also be extremely difficult for a number of reasons. I think it's hard for pretty much everyone to invest in self-care, but as we are people who value purpose over profit, I think it's even harder. There's more on the line, and getting in additional sales and donations during the holidays is a lot of pressure, especially when you're trying to filter those funds into a cause. I want your nonprofit or social enterprise to flourish, but not at the sake of your health.

So, I wanted Daron to share some practical tips for managing self-care. I hope you find them helpful!

How to Make Self-Care Regular and Intentional

It Wasn't In My Plan

My sophomore year in college was the first time I experienced it. I had begun my college career two years prior with a solid plan. I took AP and college classes in high school, and because of that, I had been able to enter college as a sophomore.

I had a plan, I had a mission, and I was on target.

My schedule was perfectly designed to fit the maximum allowable number of class hours per semester in order to attack my double major. All of this while working a part-time job to put myself through school, and rock a rich social life. My schedule was delicately designed with activities back to back to back. I want to let you know—I was killing it! That’s when it happened...

Something unexpected.

What was that unexpected thing? Well, it’s actually incidental to the story. It’s not what happened, it’s the fact that it was unexpected. That’s all it took. I was kicking butt and taking names. Everything was working perfectly. It only took one unexpected thing, a bump in the road with no way to see it coming or prepare, to set the whole thing on fire. But more about the fire in a minute.

As I said, I was in my sophomore year in college and killing it when the unexpected happened. Way back, when people didn’t have their own personal computers, there was an ancient center where everyone would gather: The Computer Lab. This was a place I knew well, especially as I worked on a particular project for my Intro to Psychology class.

For this particular class our entire grade rested on one project that was due the last day of class. The assignment was to put together a book filled with our typed notes from the class, three book reviews in the field, our philosophy of a health family, and four essays from a list of topics. It was quite an undertaking, and took the whole semester to complete.

The only problem was some "Jimmy Jack" (my word for idiot) loaded a computer virus onto the computers in the lab which turned words into random symbols from the oldest document you’d opened to the newest. So most of my book was destroyed by the end of the semester before I discovered it. I had to do the whole thing over.

I was taking summer school (I told you I was killing it), upping the hours of my job for the summer, and living across the street with my roommate’s family. Now I had to fit in time to go to the computer lab to redo the massive project per my teacher’s extension.

Each day, I would go to class from 8:00 a.m. until noon, eat my lunch from 12:00 to 12:30 p.m., slave over the computer in the lab from 12:30 to 3:00 p.m., come home to change for work from 3:00 to 3:30 p.m., then go to my job from 4:00 until about 10:30 p.m. It was that schedule that finally did me in.

My Wake-Up Call

It happened when I came home to change for work after the computer lab. I “woke up” to find myself sitting on the bed with my face four inches from a blank wall—just staring at it. I looked at the clock and realized that I’d been like that for about half an hour. I was late for work. I couldn’t even remember sitting on the bed, but there I was, a walking zombie. My brain was done.

That was the first time my brain hijacked my body, but it certainly wasn’t the last time. This is the natural result of not investing in self-care. As my friend, Hal Runkel, wrote in his book, ScreamFree Parenting:

“If you do not take intentional retreats, you will take unintentional escapes.”

It’s just how your brain works. A retreat is something that you do intentionally. It’s a backing up and regrouping so that you can go and fight again another day. An escape is completely disengaging. The problem with an escape is everything that you escaped from is still waiting on you when you return. Rather than being recharged and ready to go fight again, you’re in the exact same spot that you started.

 

A Little About Retreats

Many of us, especially those who are self-employed or in cause-focused organizations, have trouble even thinking about taking a retreat, let alone identifying when they’re needed. Instead of retreating, we go on vacation, completely exhausted. If this vacation actually involved rest, we might be able to get back, but only to zero.

I’m here to help. I'll start with the most important foundational factor: how to determine you need a retreat.

It's not when you're exhausted.

It is not when you are stressed beyond the norm.

It is not even after a big project.

All of those depend on the environment and the situation you are in. To truly utilize self-care, it must not be dependent on your situation. Situations change wildly, your health should not.

It’s the major problem with finding time to care for ourselves . . . there is never time. There will always be more things to do than time to do them in. Unexpected things are not unexpected because they happen routinely.

Here's a simple framework for you to implement essential self-care so that you can take intentional retreats rather than finding yourself staring at a wall for half an hour in an unintentional escape.

Most of us do not have unlimited resources, whether that is time, energy, or other resources like money. So, it’s important to think in terms of a realistic lifestyle. You don’t have to think about a three-month unpaid sabbatical or that perfect vacation on the beach. Everything you do for self-care doesn’t have to be the same. Obviously, different activities provide different amounts of rest and recuperation. The only practical way to work in your normal schedule is by spreading out elements of self-care strategically. We call this “Weekly, Monthly, Quarterly.”


WEEKLY

This is something that you do each week that is low-key and low maintenance, but life-giving. It’s not limited to only once a week, but it needs to happen at least once a week. This can be as simple as working out, getting a massage, or just lounging on the couch watching football or your favorite HGTV show. This is the time you’re going to give yourself permission to rest and to renew on a small scale each week. Whatever that looks like to you.

 

MONTHLY

This is something that might be a little more involved. This might be something that you would need to hire a babysitter for if you have kids or schedule further in advance. It’s something that might take a whole day or many hours. This might be the date night with your spouse. This might be going to an event that brings life to you like a concert or a movie opening or a church event. This is more high-maintenance than weekly, but not a break-the-bank kind of activity. This is something that you could do very easily within your budget but only in a monthly timeframe.

 

QUARTLY

This is where you’re going to go all out. This doesn’t have to be extravagant or expensive, but it is going to be a lot more involved than something you can do on a weekly basis. This might be a retreat, conference, a staycation where you go somewhere void of electronics, or just simply a weekend without the kids where you give yourself permission to completely veg out the whole weekend.

 

Final Self-Care Tips

There is one pothole here that you want to avoid. The name of the game on your quarterly event is to RENEW. Often people use this time to do something exciting or fun that they have always wanted to do. This is how we often do a vacation. If you're anything like me, I often need a vacation to recoup from the vacation! So, be careful that your objective is relaxation and recuperation. That is the win.

This is something that you’re probably going to have to plan well in advance and, like I said, you’re only able to do once-in-a-while. Most likely you won’t do the same thing each quarter. The different quarters just give you four, different types of things that you can do once a year. This will give you plenty of time to plan and to budget both your time and money.

Now the hard part: actually planning things out. I find that many people think this is a great idea, but they spend all of their time thinking about what they want to do quarterly. My advice is to get out your calendar and reserve the time for these breaks right now. It will force you to plan things out rather than keep waiting until the time magically appears, or you think of the perfect activity.

The time will not magically appear. This is something that you have to value just as much as your work, your family, or your personal health. If you do, self-care can be the thing that is not an ER to your crisis, but the apple a day that will keep the doctor away in the first place.

PS: If you haven't read them yet, Daron also recommends Crazy Busy by Kevin DeYoung and Boundaries: When to Say Yes, How to Say No to Take Control of Your Life by Henry Cloud and John Townsend. I totally second both of these!


Daron Dickens, Marriage and Family Therapist

Daron Dickens is a Marriage and Family Therapist who has practiced for 18 years. He also previously served as a pastor for 20 years. He lives in Clarksville, Tennessee, with his wife, Margaret, and his sons, Truman and Carter. He loves pie, reading, coffee, and everything baseball.

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How to determine you need a retreat: It's not when you're exhausted. It is not when you are stressed beyond the norm. It is not even after a big project.

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.