Start learning with our library of video tutorials taught by experts. Get started

Freelancing Fundamentals

Creating schedules


From:

Freelancing Fundamentals

with Tom Geller
Expand all | Collapse all
  1. 10m 50s
    1. Welcome
      1m 53s
    2. What is freelancing?
      2m 53s
    3. How freelancing and employment differ
      2m 33s
    4. Preparing your mindset
      3m 31s
  2. 9m 24s
    1. Defining career goals
      2m 48s
    2. Sharpening your market focus
      3m 18s
    3. Transitioning to freelancing
      3m 18s
  3. 16m 11s
    1. Preparing your portfolio
      3m 11s
    2. Estimating costs
      3m 10s
    3. Funding your startup
      2m 42s
    4. Establishing your workspace
      3m 35s
    5. Building your professional network
      3m 33s
  4. 8m 51s
    1. Getting licenses, permits, and insurance
      2m 15s
    2. Creating contracts
      4m 23s
    3. Finding professional service vendors
      2m 13s
  5. 12m 54s
    1. Setting prices
      3m 13s
    2. Establishing payment systems
      1m 36s
    3. Invoicing and getting paid
      3m 50s
    4. Keeping the books
      2m 32s
    5. Managing taxes
      1m 43s
  6. 14m 41s
    1. Announcing your availability
      3m 16s
    2. Finding work through agencies
      2m 2s
    3. Onboarding clients
      2m 59s
    4. Avoiding scams
      3m 25s
    5. Choosing assignments
      2m 59s
  7. 11m 27s
    1. Interacting with clients
      2m 11s
    2. Delivering quality work
      2m 28s
    3. Getting referrals and recommendations
      2m 34s
    4. Losing and firing clients
      4m 14s
  8. 10m 48s
    1. Deconstructing big jobs
      3m 34s
    2. Adopting time-management tools
      2m 35s
    3. Creating schedules
      2m 30s
    4. Turning off the clock for "me time"
      2m 9s
  9. 20m 6s
    1. Staying motivated
      3m 3s
    2. Increasing your rates
      2m 52s
    3. Marketing beyond your professional network
      2m 56s
    4. Growing through hires and partnerships
      3m 30s
    5. Building passive income
      3m 48s
    6. Changing focus
      3m 57s
  10. 4m 52s
    1. Case study: Publishing a book
      2m 47s
    2. Next steps
      2m 5s
  11. 12m 42s
    1. Freelancing Q&A
      12m 42s

Video: Creating schedules

So far, we've looked time as it relates to individual jobs and individual clients, but as soon as you have two clients, the whole picture changes, because you need to figure out when you to give each your attention. In any case, you're going to have to keep a calendar in order to meet deadlines, have meetings, and make long-term plans. Here are some tricks I've picked up. The main tool you'll need is a calendar. It doesn't matter what kind you use, as long as you use it consistently. You can even use a standard paper planner and I know lots of people who do that even though they're computer professionals.

Watch this entire course now—plus get access to every course in the library. Each course includes high-quality videos taught by expert instructors.

Become a member
Please wait...
Freelancing Fundamentals
2h 12m Appropriate for all Jan 30, 2013 Updated Mar 20, 2013

Viewers: in countries Watching now:

In this course, author and seasoned freelancer Tom Geller shows you how to prepare for a transition to freelancing. Begin by taking a look at your career goals, the systems that will support you, and proper ways to plan for success. Find out how to marshal your resources, refine your portfolio for presentation to clients, and estimate your costs to avoid any surprises on the financial front. Plus, discover how to create invoices, manage your books and taxes, expand your client base with marketing, and grow your business.

A bonus chapter covers common questions freelancers have when entering the field.

Topics include:
  • What is freelancing?
  • Defining your career goals
  • Funding your startup
  • Getting licenses, permits, and insurance
  • Setting prices
  • Finding work through agencies
  • Getting referrals
  • Working with time and project management tools
  • Increasing your rates
Subjects:
Business Productivity Project Management Business Skills Freelancing
Author:
Tom Geller

Creating schedules

So far, we've looked time as it relates to individual jobs and individual clients, but as soon as you have two clients, the whole picture changes, because you need to figure out when you to give each your attention. In any case, you're going to have to keep a calendar in order to meet deadlines, have meetings, and make long-term plans. Here are some tricks I've picked up. The main tool you'll need is a calendar. It doesn't matter what kind you use, as long as you use it consistently. You can even use a standard paper planner and I know lots of people who do that even though they're computer professionals.

I personally use iCal on my Mac, and I keep it synched to my pocket device. But a lot of people, like online systems, such as Google Calendar which has the advantage of letting multiple people plan their time together. But whatever system you use, keep track of at least the following: First are the time-specific items, such as appointments. Obviously, these have to take priority. I've set my own calendar to sound an alarm a half hour before every appointment.

The next items to put in your calendar are the deadlines. If I'm working on a big project, I'll often include several calendar items. One for the project's ultimate deadline and then I'll have many deadlines leading up to it, to make sure that I'm on schedule. That's easier to figure if you've already broken up the project into manageable tasks. I also include other kinds of reminders and warnings in my calendar. Finally, during very busy periods I'll sometimes plan out my entire day, hour by hour, in the calendar.

Some people find this helpful even during slow times. One question you'll probably ask yourself as you start out is "Should I keep separate calendars for business and personal stuff or should I just put everything in one?" That answer depends at least partly on how you work. If you keep your work hours completely separate from your personal hours, you'll be able to keep two calendars. My own approach doesn't allow that. One of the benefits I get from freelancing is that I can schedule personal time in the middle of the day and I need to make sure that my shopping trip doesn't conflict with the client meeting.

So for me, one calendar works best. I use a simple calendaring system for everything, but there are other tools out there for organizing and prioritizing projects and some of them aren't date-based at all. Certainly, try out different ones from time to time and adapt according to your preferences. Ultimately, you'll find the combination of tools that's right for you.

Find answers to the most frequently asked questions about Freelancing Fundamentals.


Expand all | Collapse all
Please wait...
Q: This course was updated on 3/20/2013. What changed?
A: We added a bonus chapter that covers common questions freelancers have when entering the field, such as "How do I use Craigslist or other job boards to grow my freelance business?" and "How do I find clients?"
Share a link to this course
Please wait... Please wait...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.
Upgrade now


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Upgrade now

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Freelancing Fundamentals.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Welcome to the redesigned course page.

We’ve moved some things around, and now you can



Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked