I use a variety of tools to aid in this process, each selected for its strengths.
Tools like Tana for outlining, Goalscape for visualizing goals, and ClickUp, Sunsama, and Todoist for project and task management.
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Similar ideas to The Set of Tools I Use to Put My Yearly Review into Action
A Chef doesn’t use a single kitchen tool. There is always a set of tools, for different purposes, that are deployed as part of the cooking process. A writer will need multiple tools that will aid the writing process, by removing the friction points. But as long as we are aware of where each tool ...
Ask: What are our goals and process for this project?
Articulate each person's definition of success and vision of the path ahead. The goal is to ensure that both move in the same direction and don't work at cross purposes.
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