How to set up a dashboard for your business in Notion. OKRs, Key Areas, Projects, Todos, and Meeting Notes.
https://www.youtube.com/watch?v=xLhPMhWbE_M
Hey all - my video 👋
I'm on about my 4th Notion system, and it's the first business system I've felt super comfortable with. More organized than ever, it's easier to onboard new contractors, and - thank god - it isn't heavy! So, thought I'd share what's working for me.
A few of the main things I'm doing that's helping:
1. Embracing "Key Areas". Breaking down the business into explicit zones, and always talking about all Projects and OKRs in relation to them. This reduces the cognitive load when talking with new hires, temporary contractors, and investors. It's one thing to keep everything organized in your head, it's another for others to track you.
2. Meeting Notes linked to Projects and Key Areas. This has been a godsend. By linking Meetings into Projects and Key Areas, it's so much easier to troubleshoot things when live on a call. Often I'll be trying to remember what was decided on X date - because the meeting is linked, I click in, pull out the tidbit, and am back on track. Before, this involved trudging through months of Apple Notes dredge.
3. OKRs integrated with Projects and Key Areas. I find it insanely helpful to have my OKRs linked into Projects and Key Areas - and have everywhere updated with the latest values as I progress on them. The way my brain works, I want to know that what I'm working on is tied to my goals. This keeps it extremely front of mind.
Link to Video: https://www.youtube.com/watch?v=xLhPMhWbE_M
Let me know any questions, and if you have any feedback on the video!
So so helpful! Thank you! Definitely going to take some of these ideas.