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Organized Holistically - Systems, Processes and Personal Branding for Solopreneurs - SideHustlers

Organized Holistically - Systems, Processes and Personal Branding for Solopreneurs - SideHustlers

By Dana LaRieal Morales, Project Managing Coach and Holistic Process Strategist

Welcome to the organized holistically podcast where I teach you how to level up your business and life with holistically organized systems. My goal is to help you identify, implement and streamline the RIGHT SYSTEMS AND PROCESSES for you, your business and your life so you aren't spending money or time on unnecessary things and can instead live the life you always dreamed of living. This podcast is ideal for full-time solopreneurs and side-hustling professionals.

Connect with me: @danalariealmorales and/or visit dlmorales.com

Become an Organized Academy Vault member: organizedacademy.com
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How to Use Your Annoyance Triggers to Develop Business Processes

Organized Holistically - Systems, Processes and Personal Branding for Solopreneurs - SideHustlersJun 11, 2020

00:00
30:11
Reflect to Perfect: The Power of Retrospectives in Project Success

Reflect to Perfect: The Power of Retrospectives in Project Success

Ever wonder why some projects soar and others just don't get off the ground? It might all come down to one key practice: retrospectives (aka lessons learned or post mortems). This episode peels back the curtain on the 'why' and 'how' of conducting retrospectives, not just in the boardroom but in your solo projects and personal goals too. We're diving into the art of looking back to move forward, sharing insights, tips, and real-life stories that show how reflecting on past actions can pave the way for future success. Whether you're running a team, flying solo, or just trying to get that personal project across the finish line, this episode is packed with nuggets of wisdom to help you reflect, refine, and reach those project milestones. Tune in, take notes, and let's get those projects from 'to-do' to 'done' with the power of retrospectives!"

Apr 17, 202425:01
How to Find the Perfect Project Management Tool for Business and Personal Success

How to Find the Perfect Project Management Tool for Business and Personal Success

In this enlightening episode I delve deep into the world of project management software, tailored for the ambitious entrepreneur, the self-improvement seeker, and the dynamic solopreneur. Discover how to select the perfect project management tool that aligns with your unique business goals, personal development plans, and solo ventures. I'll guide you through evaluating software for your enterprise or personal projects, pinpoint common pitfalls in project management, and unveil the essential types of project management software. Whether you're streamlining your business processes, organizing home projects, or tracking personal goals, this episode is your key to unlocking efficiency and productivity at every level of your life. Join me as I explore practical solutions and strategies for integrating project management tools into your daily routine, ensuring you stay ahead in the fast-paced world of entrepreneurship and personal growth.

Apr 10, 202428:59
Project Management 101: Tips for Beginners & Professional Growth

Project Management 101: Tips for Beginners & Professional Growth

Get ready for an enlightening episode where we dive into the most common missteps both rookie and non-project managers tend to make. It's about choosing the right tools for the job, but with a twist – understanding that it comes with growing into your role as a project manager.

In this episode Dana LaRieal Morales shares her journey into mastering project management, not just at work but in organizing her home and entrepreneurial life too. She shares how these strategies have been game-changers in managing her personal and professional growth.

This episode also teases what's new and exciting at Organized Academy, including upcoming workshops that promise to be both insightful and transformative. Perfect for those looking to blend project management skills with everyday life without getting too technical, this episode strikes a balance between informative and relatable, making project management accessible to everyone.

Apr 03, 202422:55
Empowering Health: Unveiling My Body Passport with Wendy Coulson

Empowering Health: Unveiling My Body Passport with Wendy Coulson

In today's episode, I have an insightful conversation with Wendy Coulson, the visionary behind My Body Passport. Join us as Wendy delves into the essence of her innovative creation, sharing its purpose, the inspiration that drove her to bring it to life, and practical guidance on its utilization. Through our discussion, we'll trace Wendy's path from collaborative beginnings to her present role as a dedicated solopreneur.

Wendy's fervor for simplifying health management shines as she introduces a groundbreaking approach to seizing control over your well-being, whether it's for your day-to-day needs or unexpected emergencies. Discover how My Body Passport, an endorsed solution by medical professionals, offers an effortless and all-encompassing resource suitable for all age groups.

Aug 16, 202331:06
Fear & Impostor Syndrome: Embracing Your Entrepreneurial Journey

Fear & Impostor Syndrome: Embracing Your Entrepreneurial Journey

Explore the inner struggles of entrepreneurship in our candid episode on "Fear & Impostor Syndrome." Join Dana LaRieal Morales, as she shares personal insights and practical advice for overcoming fear and self-doubt as a Solopreneur. Gain valuable strategies to embrace your entrepreneurial journey and conquer the impostor syndrome. Tune in and empower yourself on the path to success.

Aug 09, 202317:04
Solopreneur Success Blueprint: Navigating Economical Systems & Tools for New Entrepreneurs

Solopreneur Success Blueprint: Navigating Economical Systems & Tools for New Entrepreneurs

Discover the secrets to selecting the perfect systems for your one-person business. In this episode, I debunk myths, provide valuable insights, and empower you to make informed decisions without breaking the bank. Gain a deep understanding of how to select the right and most economical solutions to maximize your chances of success as a solopreneur. I explore the three types of systems to learn how they differ and share valuable insights to help you navigate the selection process of the right tool to help you run your business efficiently.

Aug 02, 202337:55
The Virtual Assistant Advantage: Expert Insights on Empowering Your Business with Virtual Assistants

The Virtual Assistant Advantage: Expert Insights on Empowering Your Business with Virtual Assistants

This episode features Alyssa Avant, a seasoned virtual assistant and a trusted coach for aspiring VA entrepreneurs. During our conversation, Alyssa opens up about her remarkable 16-year journey in entrepreneurship while balancing the roles of wife and mother to three now teenagers. Gain invaluable knowledge as she shares her expertise on working with virtual assistants and the transformative impact they can have on your business. Discover Alyssa's effective networking process that keeps her client roster full and learn about her business's innovative shift in utilizing videos as part of their social media strategy. Explore the essentials you need to have in place before hiring a virtual assistant and gain insight into the key questions to ask during the hiring process. Tune into this conversation and see if you are ready to supplement your business with the power of virtual assistance.

Jul 27, 202330:28
Thriving in Solopreneurship: Navigating Client Relationships, Work-Life Balance, and Resilience

Thriving in Solopreneurship: Navigating Client Relationships, Work-Life Balance, and Resilience

In this episode, we delve into the art of organizing your day-to-day activities as a solopreneur. Our host expertly addresses three crucial organizing questions to empower you on your entrepreneurial journey. Discover the best practices for managing client relationships, honing your communication skills, and maintaining impeccable documentation to foster strong and lasting connections. Unearth the secrets to achieving a healthy work-life balance, enabling you to thrive both personally and professionally. Gain invaluable insights on staying motivated and maintaining peak productivity during challenging times, ensuring resilience in the face of adversity. Tune in to this enlightening discussion and unlock the keys to becoming a well-organized, fulfilled, and successful solopreneur.

Jul 19, 202320:53
Mastering Organization for Administrative Tasks, Financial Management, and Workflow Optimization

Mastering Organization for Administrative Tasks, Financial Management, and Workflow Optimization

In this episode, Dana LaRieal Morales is answering three more of your organization and productivity questions. Learn how to establish effective systems and processes to handle administrative tasks, transforming your workflow into a streamlined and hassle-free experience. Gain valuable insights into managing finances with finesse, ensuring a solid financial foundation. Discover the power of workflow optimization as you explore ways to automate repetitive tasks, freeing up your time for more meaningful and strategic endeavors. Tune in and equip yourself with the tools and knowledge to navigate your day with confidence and proficiency.

Jul 12, 202320:04
Mastering Productivity: Essential Strategies for Organizing Your Day

Mastering Productivity: Essential Strategies for Organizing Your Day

In this power-packed episode, Dana LaRieal Morales tackles the pressing challenges of productivity and organization, providing practical solutions to help you conquer your day. Join us as we address three fundamental organizing questions that will revolutionize your approach to time management, task prioritization, and workspace optimization. Discover effective techniques to maximize your productivity, from harnessing the power of efficient time management to leveraging the best tools and software for streamlining business operations. Uncover invaluable tips for setting up and organizing your physical workspace or digital files, enabling seamless workflows and improved efficiency. Plus, learn proven strategies to maintain laser-like focus and fend off distractions while working solo. Tune in to this episode and unlock the secrets to mastering productivity, transforming your day into a well-organized and highly productive journey.

Jul 06, 202317:57
Taking Responsibility: Unleashing Leadership Potential and Creating Your Dream Life

Taking Responsibility: Unleashing Leadership Potential and Creating Your Dream Life

Join us in this thought-provoking episode as we delve into the power of taking full responsibility for our decisions and actions. Our guest, Dr. Lacrecia Dangerfield returns for a second time to shed light on the importance of personal accountability in creating the life we envision. From navigating challenging situations to collaborating with virtual assistants, we explore how real-life experiences often inspire affirmations that resonate with a wider audience. Discover how addressing common themes and conversations can bring valuable insights to the masses. Tune in for an empowering discussion on embracing responsibility and seizing control of your destiny.

Jun 14, 202331:53
Niche Mastery for Solopreneurs: Unlocking Business Brilliance with Targeted Processes

Niche Mastery for Solopreneurs: Unlocking Business Brilliance with Targeted Processes

In this episode, we explore the profound impact of identifying and cultivating your niche on developing efficient and effective business processes. Discover how aligning your business with a specific niche can help you define and refine your processes to drive success. Dana LaRieal Morales shares valuable insights and personal experiences, offering practical tips and strategies applicable to solopreneurs and side-hustlers across various industries. Join us as we uncover the transformative potential of niche-focused business process development.

Jun 07, 202328:18
Unlocking Canva's Potential: Expert Organizing Tips for Free and Pro Users

Unlocking Canva's Potential: Expert Organizing Tips for Free and Pro Users

In this exciting episode, join me as I have the privilege of interviewing Brenda Cadman, a certified Canva expert, who will unveil a treasure trove of organizing tips and tricks to enhance your Canva experience. Whether you're utilizing the free plan or the Pro subscription, this episode promises invaluable insights for all.

Discover the art of leveraging Canva's full potential as Brenda shares her expertise in organizing and optimizing this powerful design tool. From beginner to advanced users, there's something for everyone in this conversation.

Learn how to streamline your creative process, maximize efficiency, and unlock hidden features within Canva. Brenda's wealth of knowledge will empower you to create stunning designs, whether for personal projects, business endeavors, or creative ventures.

Join us in this episode as we dive deep into the world of Canva, unraveling its secrets and equipping you with practical tips to elevate your design game. Don't miss out on this opportunity to revolutionize your Canva experience and take your visual creations to new heights.



May 24, 202328:54
Supporting Grief Recovery: Expert Tips for Assisting in Post-Loss Decluttering

Supporting Grief Recovery: Expert Tips for Assisting in Post-Loss Decluttering

In this insightful episode, join Janet M. Taylor, host of Got Clutter? Get Organized, and me as we delve into the topic of decluttering after experiencing a loss. Whether you find yourself on this journey personally or as a supportive companion, we aim to equip you with valuable tips for approaching this emotionally challenging process with sensitivity.

Decluttering in the aftermath of a loss can be an overwhelming task, as it may feel like erasing a part of the person or thing you have lost. We understand the complexity of these emotions and emphasize the importance of taking your time and proceeding at your own pace. It is crucial to honor your grief while engaging in the decluttering process.

To ease the burden, don't hesitate to seek assistance from a trusted friend or family member. Reach out to them, expressing your needs, as they may provide valuable support in sorting through items or offering emotional solace during this transformative journey. Remember to establish boundaries and grant yourself permission to take breaks when the weight feels too heavy. Self-compassion is key, and allowing yourself the necessary time to process your grief and move forward is absolutely acceptable.

Tune in to this episode as we provide expert guidance on decluttering after a loss, empowering you to navigate this challenging terrain with compassion and understanding.

May 17, 202323:49
Learn key tips you can use as a Care-giver to help your senior family members declutter
May 10, 202328:55
Is a Storage Facility the Key to a Stress-Free Move? Here's How to Decide
May 03, 202317:48
How to determine if you should offer Afterpay in your business.
Apr 26, 202322:23
Why Solopreneurs Should Avoid Conducting Business via Text Message
Apr 19, 202314:52
Understanding Why You Need An Inclement Weather Policy in Your Small Business
Apr 12, 202322:03
The Power of Password Managers: Why Your Business and Home Need One
Apr 05, 202319:47
How Side-Hustlers and Solopreneurs can Recalibrate and Adjust Their Plan - Personal and Home
Nov 16, 202220:24
Determining the Critical Path for Your Business and Home Finances
Nov 09, 202219:17
Adding Time Back Into Your Day Using Freezer Meal Prepping Techniques

Adding Time Back Into Your Day Using Freezer Meal Prepping Techniques

First, let me say this isn't the one pot meal freezer cooking technique that was (and still is) the craze on Social Media.  What I am talking about today is the technique I use to help prep parts of future meals for my family to help save me time without taking additional time out of my day.  This episode for some will be a two-fer because I am not only showing you how to do this but I am also talking you though how to make homemade mac and cheese, in case you didn't know how or never tried because you were intimidated.  It is not as hard as you think it is and in my opinion tastes so much better than the boxed stuff.  

So today we are going to talk about the following:

  • What the freezer meal prep cooking method is that I use to make meal prep easier in my household without being in the kitchen all day or weekend.
  • I give you my homemade mac and cheese "recipe" (I use the term recipe loosely here)
  • I provide you with the actual freezer prep process post cooking
  • How to use your freezer prepped mac and cheese

Check out my Instagram/Facebook feeds @danalariealmorales for images and more info regarding the freezer cooking series.

If you liked this episode, I encourage you to subscribe to the podcast to ensure you get all the episodes and consider leaving a review for the podcast.

#timemanagement #freezercooking #family

Nov 02, 202222:28
Tackling Hidden Types of Electronic Clutter (Crossover Event)
Oct 26, 202232:32
Building Agility into your Project Managment and Planning Process
Oct 19, 202227:60
Organized Holistically Season 3 Podcast Reset

Organized Holistically Season 3 Podcast Reset

In this episode, we are doing a reset after my podcast hiatus this year. I get transparent with you regarding why I felt the need to take a break from the podcast.  How we are shifting a little to close out the third season and I also give you a sneak peak into upcoming episodes.  I hope you will be excited about the new episodes and will find them helpful.  As always, I'm right on the other side of the keyboard or voice message so please feel free to share your thoughts and needs with me.

Oct 19, 202212:07
Tackling Your Social Media Electronic Clutter (Crossover Event)

Tackling Your Social Media Electronic Clutter (Crossover Event)

This is a crossover event with The Declutter Club Podcast because we are talking about electronic clutter in your social media platforms. No, I'm not telling you to delete your accounts.  In this episode, we talk about areas in your social media accounts that can be accumulating clutter. We will also talk about how this clutter can be negatively impacting you, your business and your time.

As you know, the decluttering process is one of the hardest parts of your organizing journey and it is the one stage of organizing that many people try to skip and it is why many of your organizing efforts are failing. Tune in to learn about the clutter you may be creating and what to do about it.

Organized Acadamy, The Declutter Club Challenge and The Declutter Club Podcast are all resources of The Happiness Bucket

Jul 06, 202219:47
Improve Your Systems and Processes - Blind Industry Audit Case Study
Jun 22, 202223:58
How to Anticipate the Needs of Your Clients as a Beginning Side Hustler

How to Anticipate the Needs of Your Clients as a Beginning Side Hustler

As a new small business owner, we often don't have an influx of clients coming through the door and this can be discouraging for some.  Instead of spending time doubting yourself, I want to encourage you to use it to your advantage.  This time you have is an opportunity that won't come around often once your Clients start coming in.  This is the perfect time for you to solidify the administrative processes of your business and in this episode, we talk all about it.  We also cover two case studies that will walk you through areas where you may have process leaks that you can address now.

Jun 15, 202222:56
Time Management for Side-Hustling Solopreneurs

Time Management for Side-Hustling Solopreneurs

This episode talks all about planning your availability as a side-hustling solopreneur. As a side hustler myself I understand how it feels to be pulled in so many different directions as an employee, a spouse, a parent, and an entrepreneur.  This is also one of the most common questions I receive as a speaker, so I wanted to take some time and talk about it today.  

If you find this episode helpful I encourage you to subscribe to the podcast so you know when future episodes are released.  Make sure to also check out the show notes page at dlmorales.com/content to get access to the various resources that may assist you in your process and system development journey.

Jun 08, 202227:26
Why You Should Avoid Compound Processes in Your Home and Small Business

Why You Should Avoid Compound Processes in Your Home and Small Business

Have you ever wondered why you never complete your tasks or your to-do lists?  You feel like you're spending too much time trying to reach a goal that you never reach.  Well, the reason I find this is happening to most people is because they aren't breaking their work down into workable parts and they are building compound processes that they aren't ready for.

Last week we talked about the squirrel effect, but this week we are going to really dig into exactly what a compound process is and how it is impacting your ability to complete tasks and goals you have for yourself, your business or your household.

If you find this episode helpful I encourage you to subscribe to the podcast so you know when future episodes are released.  Make sure to also check out the show notes page at dlmorales.com/content to get access to the various resources that may assist you in your process and system development journey.

Jun 01, 202215:16
Time Management: Conquering the Squirrel Effect with Strategies to Stay or Regain Focus

Time Management: Conquering the Squirrel Effect with Strategies to Stay or Regain Focus

May 25, 202214:26
The Importance of Establishing Genuine Connections in Your Small Business

The Importance of Establishing Genuine Connections in Your Small Business

In this episode, I talk about a concerning trend that I am seeing related to cold-calling or reaching out to unknown people under false pretenses in hopes of selling your product or service to them.  We are going to talk about how you build genuine connections that make hard-selling unnecessary.

If you found this episode helpful I encourage you to subscribe to the podcast so you know when future episodes are released.  Make sure to also check out the show notes page at dlmorales.com/content to get access to the various resources that may assist you in your process and system development journey.


May 19, 202215:09
14 Tips on How to Organize and Plan a Move - National Moving Month Series Part 2
May 04, 202215:03
14 Tips on How to Organize and Plan a Move - National Moving Month Series Part 1
Apr 27, 202220:56
How to Know Financially Whether To Leave Your Job, Go Part-Time or Maintain Your Side Hustle

How to Know Financially Whether To Leave Your Job, Go Part-Time or Maintain Your Side Hustle

Have you questioned whether you should take your side hustle full-time? In this episode, we discuss how you can know whether you should leave your full-time job, go part-time or maintain your side-hustle while continuing to work full-time.

DISCLAIMER:  This information is based on my experience in my business and in coaching others in the areas of financial ecosystem development.  Make sure to do the research for yourself if you question anything that is shared with you in this episode today.

Join us on April 24th, 2022 for a live webinar where I show you how to develop your budgeting spreadsheet by taking all the information I share during this episode and putting it into an easy-to-understand template.  If you miss the live session, you can catch the replay in the Organized Academy Vault.

Apr 20, 202215:56
Understanding The Key Elements of a Solopreneur's Financial Ecosystem

Understanding The Key Elements of a Solopreneur's Financial Ecosystem

In this episode, I give you some key information you need regarding budgeting for both your business and your personal life. Understanding your financial ecosystem is important when planning and focusing your actions.  It helps you develop your strategic plan with facts in mind instead of guesses and assumptions.

Join us on April 24th, 2022 for a live webinar where I show you how to develop your budgeting spreadsheet by taking all the information I share during this episode and putting it into an easy-to-understand template.  If you miss the live session, you can catch the replay in the Organized Academy Vault.

DISCLAIMER:  This information is based on my experience in my business and in coaching others in the areas of financial ecosystem development.  Make sure to do the research for yourself if you question anything that is shared with you in this episode today.

Apr 13, 202222:24
Things to Consider Before Hiring In Your Business with Amy Fortney of the Extra Executive

Things to Consider Before Hiring In Your Business with Amy Fortney of the Extra Executive

In today's episode, I have the pleasure of speaking with Ms. Amy Fortney of The Extra Executive.  We talk all about the things you should consider before hiring in your business.  It was a great conversation that I hope you will enjoy.

If you found this episode helpful I encourage you to subscribe to the podcast so you know when future episodes are released.  Make sure to also check out the show notes page at dlmorales.com/content to get access to the various resources that may assist you in your process and system development journey.

Apr 06, 202234:58
Simplifying Project Management with Micro Work Packets

Simplifying Project Management with Micro Work Packets

In project management, there is the concept of the work breakdown structure and it essentially is a way you can go about breaking down the things you need to do.  Well, in today's episode, I will show you how to take the similar concept of micro work packets and get more things done without feeling overwhelmed by the process.

If you found this episode helpful I encourage you to subscribe to the podcast so you know when future episodes are released.  Make sure to also check out the show notes page at dlmorales.com/content to get access to the various resources that may assist you in your process and system development journey.

Mar 30, 202218:22
How to Plan and Organize Your Brand Content Cohesively Throughout Your Marketing with Steph Hilfer (Part 2)

How to Plan and Organize Your Brand Content Cohesively Throughout Your Marketing with Steph Hilfer (Part 2)

This is part 2 of our conversation with Steph Hilfer of Viim. In last week's episode, she shared with us a visual of how marketing, content and branding work together.  She also covered the "what" part of our pie chart illustration.  In this part of our episode she covers the "how" and the "why" parts of the pie chart and then she ties it all together so you know how to plan and organize your brand content cohesively throughout your marketing.

If you found this episode helpful I encourage you to subscribe to the podcast so you know when future episodes are released.  Make sure to also check out the show notes page at dlmorales.com/content to get access to the various resources that may assist you in your journey.

Mar 23, 202218:44
Learn How to Plan and Organize Your Brand Content Cohesively Throughout Your Marketing (Part 1)

Learn How to Plan and Organize Your Brand Content Cohesively Throughout Your Marketing (Part 1)

For those of you who listened to our podcast last year, you know that this is Mrs. Steph Hilfer of Viim's second time with us here at Organized Holistically.  Last season she stopped in to teach us what and when to post to social media and this year she is filling the gaps.  Have you ever been confused about how your brand and your marketing and your content all play together?  Trust it can get confusing if you are thinking about them in the wrong way.  Steph really makes it easy to understand with her visual examples.  Now, this conversation was so rich that we split it into two episodes, so make sure you listen to both to get the full lesson.

If you found this episode helpful I encourage you to subscribe to the podcast so you know when future episodes are released.  Make sure to also check out the show notes page at dlmorales.com/content to get access to the various resources that may assist you in your journey.

Mar 16, 202221:24
Planning Tips for Solopreneurs and Side-Hustlers

Planning Tips for Solopreneurs and Side-Hustlers

Today's episode is the first episode of Organized Holistically's Season 3 and it is also the first in our planning themed month.  We are kicking it off with a bang as we talk about the right way to plan in your business.  As Solopreneurs, you don't have a lot of excess time to spare in your business, so you want to ensure you are using your time wisely.  In our episode today we are going to dig into the number one issue I see with most Solopreneurs when it comes to strategically planning their year.  I break down the difference between macro and micro planning and I also bring it full circle so you know how to start with your top-level goals and develop a full plan of action that helps you achieve that goal.  

I look forward to digging into this topic with you!  

If you found this episode helpful I encourage you to subscribe to the podcast so you know when future episodes are released.  Make sure to also check out the show notes page at dlmorales.com to get access to the various resources that may assist you in your journey.

Mar 09, 202224:36
How to Transition with Your Business Over Time Even When You Are Afraid
Oct 07, 202139:36
Lessons Learned with Lei Comerford - How to pivot after a major life transition
Sep 10, 202147:18
How to Implement Process Forecasting Into Your Business and Why You Should
Sep 02, 202112:49
Social Proof and the KUDOS System with Jennifer Webber (Part 2)
Aug 26, 202142:44
Protecting Your Content and Your Brand with Jennifer Webber (Part 1)
Aug 20, 202140:30
From Burnout to Dream to Reality - An Entrepreneurs Journey with Emma of Authenticity Remastered
Aug 05, 202148:03
A Side Hustler's Story of Personal Branding, Process and Organization with Alicia Beatrice
Jul 15, 202154:40
How to Brand as a Side-Hustler
Jul 08, 202118:45