Planning Tools
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Planning Tools

19 Jun

Posted at 16:41h in Envision Success, Focus and Prioritize, Planning Tools, Productivity for How You're Wired, Time Management, Tips for Easier Living

 

In my last post I introduced you to the Productivity Flow Framework featured in section 2 of my new book Productivity for How You’re Wired. Today we move to Chapter 7 where we explore the first concept of the framework – setting your goals and intentions.  Remember, the reason we do this is to clarify and commit to priorities – those things that take time yet YOU deem as most important.  

Many of my clients struggle to set priorities. When asked they simply aren’t sure about what is and isn’t important. Setting goals and intentions helps you clarify what is important – namely those things you want to achieve. Goals have a specific outcome. Intentions are more general and reflect how you wish to live. We look at how and why to integrate both into your plan.

Why Intentions and Not Just Goals?

Goals are useful in some cases. They just aren’t applicable for everything. Considering intentions (how you want to live) expands the value of this exercise.

Goals

A goal has a specific outcome: 

  • Make profits over six figures this year.
  • Complete the team on–boarding program by June.
  • Lose four pounds a month each month this year

The business world embraces the acronym SMART to define the best practices of goal setting. 

  • SPECIFIC
  • MEASURABLE
  • ATTAINABLE
  • REALISTIC  
  • TIME–BOUND

A benefit of measurable goals is that they help define achievement. If you know you want to make $100K for a period of time, then you also know when you have attained that benchmark. This takes a bit of pressure off the workaholic, type A, never-enough driver. It helps them to know it’s actually okay to slow down. Goals are great for certain aspects of your work and life. They’re just not the complete picture. 

Intentions

An intention clarifies how you wish to live. 

  • I work smart and give great service.
  • I live a healthy, happy life.
  • I give my best self to my family.
  • I continue to learn so I can help other leaders grow.

Intentions speak to your inner-self and bring meaning to the things you do. They can be aspirational, motivating you without the pressure of measurement. Intentions help you find success as defined by you.

Consider SMART intentions:

  • SOUL–FOCUSED
  • MEANINGFUL
  • ASPIRATIONAL
  • REASONABLE  
  • TRANSFORMATIVE

Goals AND Intentions 

Most people have both goals and intentions. To focus on one and not the other is addressing just a portion of what is important.

My clients tell me they need help figuring out how to get all their work done. In reality, work is only part of the challenge. Many say they would like to take time off without worry, spend more quality time with their families, and even have a bit of time for themselves. As you work through identifying your own goals and intentions, you may want to consider more than work. Remember, a key reason to improve productivity is to have a full and better life.

Success On Your Own Terms

When people think of success, most think dollars. However, when they clarify what success means to them, they typically find they are seeking something more holistic. The money part is more the vehicle to get to the life they want. 

Do you want to have time to take care of the kids or an aging family member and still have a career? What if you want to travel and still have your work? What if your success is defined by having time to give back to your community?

Success is not always about the money. Being intentional about what matters in the big picture of life helps keep you from falling into the trap of letting others define success for you.

This is an excerpt from Chapter 7 of my new book Productivity for How You’re Wired available on Amazon. Worksheets and online templates are included via the time tools link discussed in the book.

15 May

Posted at 17:59h in Envision Success, Focus and Prioritize, Planning Tools, Productivity for How You're Wired, Time Management, Tips for Easier Living

Today’s post summarizes Section 2 of my new book Productivity for How You’re Wired. I will provide more detail in future posts but we’ll start here –  with  the 30,000 foot view.  

The Productivity Flow Framework provides you with tools and context to help you achieve your goals and intentions and become your most productive, successful, fulfilled self. 

  • It is strategic. You are creating your process to work more effectively. 
  • It is a framework. It provides you context to work within. 
  • It flows from tool to tool. Everything impacts everything else, and helps you find flow in work and life.
  • It is customizable to your structure preference and productivity style. It reflects you.

Think of it as a picture frame. It holds the picture. The picture is you.

Goals and Intention Setting

We identify goals and intentions to clarify what is truly important. If you aren’t clear, or if too many things matter, you end up spreading yourself so thin that you are on that proverbial treadmill and it is only with luck the right work gets done.

By taking the time to clarify and create your own strategic plan, you are laying the foundation for doing the work that improves your quality of work and your quality of life. 

Time Mapping  

A time map helps you create a vision of how you want to spend your time. Think of this like a vision board where you are creating a picture of something you aspire to, or a budget for how you want to use your time. 

  • It helps paint a vision of what you want your life to look like. 
  • It helps you take the time to think through, and plug in, the various priorities you’ve identified in your goal and intention setting exercise.
  • It helps you see if your expectations are realistic.

Essential Structures

Boundaries come to life as Essential Structures; what you need to say YES to and what you need to say NO to to be your best self. The Time Map gives us clues and from it we are able to create a concrete list of

  • Winning Conditions – the nonnegotiable choices you make that you want to become habits
  • Guardrails – the things you must say no to in order to do the kind of work you want to do and be the person you want to be.

Task Prioritization

This tool is more tactical and directly impacts your day-to-day work. The central concept to take away from this section is the importance of sequentially prioritizing your work based on your goals, intentions, and essential structures. Most to-do list tools organize tasks by day or date. This is different. Organizing tasks by priority ensures you are doing the right things at the right time.

Weekly and Daily Planning 

Weekly and Daily planning makes being productive much easier. You can function without planning; however, without a plan, you can’t maximize your time or be focused and strategic, and you won’t ever be sure you are successful. 

  • Planning helps you use your time for the things that have the greatest payoff — your high-value work.
  • Planning ensures you are set up to use your time to act on the things you’ve deemed most important.
  • Planning gives you benchmarks to reach so when you aren’t working you can actually relax. 

The Productivity Flow Framework helps you build a solid foundation. And with this foundation you can delve into the tactics that will help bring your current situation into alignment with your vision for work success and a better life. 

Think of the framework as you would a border of a puzzle, the frame that links everything together. Just like a puzzle, with perseverance, you’ll get the full picture. Taking responsibility for your productivity is something only you can do.

This is an excerpt from Chapter 6 of my new book Productivity for How You’re Wired available on Amazon. Worksheets and online templates are included via the time tools link discussed in the book.

15 Feb

Posted at 14:16h in Planning Tools, Productivity, Stress Management, Time Management, Tips for Easier Living

The 5 Pillars of Productivity

A Note from Ellen: I’ve been working on a book. In the coming weeks I’ll be previewing snippets from the book on my blog. It’s important information I want to share. Today’s post is a summary of Chapter 1.  If you would like to learn more, I’ll post book updates here on the blog. It is exciting. Stay tuned! 

These 5 pillars of productivity are core to your productivity success. Whatever you learn, whatever you do, keep these in mind and build from here.

Productivity is a Quality of Life Issue

Productivity is a quality of life issue. When we don’t know what is important, we end up doing unimportant things. We spend our weekends thinking we’ll get work done, yet we’re exhausted and don’t. We end up more stressed and less effective come Monday morning, worried about the work we didn’t do. Finding a way to work better brings greater ease, peace, and happiness to both career and life.

One Size Does Not Fit All

Each of us is wired differently, and what works for one person absolutely may not work for someone else. Being willing to experiment and discover productivity solutions that fit YOU is essential. I discuss this pillar in depth in this post: Productivity That Fits How You’re Wired.

If It Isn’t EASY, It’s Too Hard

One of the biggest mistakes that people make when trying to improve their productivity is making their systems too complex. Too many steps and the systems are destined to fail. Too much time to learn the systems and more time is spent on the tool, with little time spent on the task itself.

Not All Work is Equally Important

Pareto’s principle, the 80/20 Rule, supports the concept that you can achieve 80% of the results in 20% of the time. Learning how and when to apply the 80/20 rule helps free up time for important things, in and out of work. Be deliberate in how you invest your time.

  • 20% of your work/clients contributes to 80% of your profits
  • 20% of your apps are used 80% of the time
  • 20% of your meeting time achieves 80% of decisions
  • 20% of your time yields 80% of the result

 Plan Your Work and Work Your Plan

Taking the time to plan is the secret sauce to productivity. If you think you don’t have time to plan, you don’t have time NOT to plan. Investing a little time for planning drives the shift from overwhelmed to productive.

The greatest benefit of planning may be the process of thinking things through. Winston Churchill may have been right when he said “Plans are worthless, planning is priceless.” Yes, sometimes plans go awry. However, things go much more awry without them.

  • Planning helps you stop worrying about missing a deadline or an opportunity.
  • Planning helps you to anticipate so surprises are minimized.
  • Planning helps you prioritize tasks moving you towards focused success.
  • Planning helps you use your time well. When you say yes to something off–plan, you are saying no to working on–plan.

05 Apr

Posted at 11:08h in Planning Tools, Productivity, Stress Management, Time Management, Tips for Easier Living

Productivity: Post-Vaccine

We used to go to work and come home to relax.  Now we work from home and soon we’ll be going out to relax.  I heard someone say that we really don’t work from home – now we are living from work.  That sounds crazy!  What is clear however, is that things are different. Dependent on your age and where you live, your access to the vaccine varies. Hopefully we will soon all have our “get out of jail free” (vaccine) cards and be returning to our new normal.

I was on a Zoom call last week and we discussed our anxiety around returning to normalcy.  Yes, with this new freedom comes anxiety. We’ve gotten pretty darn comfortable in our yoga pants and bare feet. We’ve built in systems and supports to help us get our work done and live from work.  Now there is another shift coming.  How do we make this transition as healthfully and productively as possible?

It’s about BOUNDARIES!  What you say YES to, and what you say NO to. Building the scaffolding now will support you in reentering in a way that will get what you need, yet not compromise the learning and reevaluating that we’ve had this past year. What supports do you need? What guardrails can you put in place to protect you?

On our Zoom call, my colleague, Susan Lannis of the Time Liberator, posed her questions about our post pandemic behavior, from which I’ve crafted the following questions for you to ask yourself. I suggest you invest the time to journal on this, or open a note or document and write your answers out. Take your time. Give it thought.

  1. What behaviors, actions, or learnings from the Covid shutdown do you want to continue doing – what are you saying YES to?
  2. What behaviors, actions, or learnings from the Covid shutdown do you want to continue NOT doing – what are you saying NO to?
  3. What are the three most important things you look forward to doing post-vaccine?

Now make a list of your boundaries – what you will say yes to, what you will say no to, and what you wish to continue. Here are mine:

  1. What I want to continue doing – What I’m saying YES to:
    1. “No incoming tech” Saturdays
    2. Exercise and yoga classes via Zoom
    3. Speaking engagements via Zoom
  2. What I want to not do – What I am saying NO to:
    1. Going out socially more than 2 or 3 times a week
    2. Networking when it doesn’t serve me
    3. Traveling more than once a month
  3. Three most important things I look forward to getting back to
    1. Seeing my friends and family
    2. Going to the store and picking out what I want
    3. Taking golf lessons

Taking the time to think through and plan will support your success. Good luck as you move through this next transition. Interested in learning more? Here is what is sure to be many articles written about our post-pandemic return.

18 Jan

Posted at 10:06h in Planning Tools, Productivity, Stress Management, Time Management, Tips for Easier Living

Now that we’re through the rush of the new year it’s a good time to set some goals and intentions for the year ahead. With all the unknown of the pandemic it is hard to really make plans, however without some direction it’s next to impossible to find peace.

Many struggle to get clear on what is important or what to do next. Taking a few minutes to identify your goals and intentions help you get clear on what you are saying yes to and what you are saying no to.

Why Intentions and Not Just Goals

A goal has a specific outcome – “I want to leave the office at 6pm each evening,” “I want to make profits over 6 figures this year,” “I want to complete the team on-boarding program by June.”

An intention is how you want to live – “I prioritize self-care,” “I make time to give love and care to my family,” “I continue to learn so I can help leaders grow, and develop their teams.”

Most people have both goals and intentions.  To focus on one and not the other is addressing just a portion of how people spend their time.  A new client typically describes himself as needing help getting all their work done. In reality, work isn’t the only problem; many share that they would like to be able to take time off without worry and stress.  As you identify your own goals and intentions you may want to consider more than work.  Remember, we are going for “better life.”

Here is a quick and easy goal and intention setting process for you to follow:

Action Plan for 10 Minute Goal/Intention Setting:   

  1. Take 3 minutes and write down three to four things you’d like to accomplish in the next 6 months, perhaps one per life area – (work, professional growth, personal growth, self-care, family, etc.) label these Short Term Goals.
  2. Take 3 minutes and write down three to four things you’d like to accomplish in the next 6 months to 3 years, perhaps one per life area – label these Long Term Goals.
  3. Take 2 minutes to re-write them in a form that makes them is meaningful:
    1. Check in with 3 former clients per week for the next 4 weeks
    2. Lose 10 pounds by working out twice a week and following the nutritionist’s program
    3. Read to the kids at least 4 times a week
  4. Take 1 minute to copy them on to a pleasing piece of paper.
  5. Take 1 minute to post them in a place that will keep them top of mind

Here’s to a happy New Year.

10 Sep

Posted at 22:18h in Envision Possibilities, Focus and Prioritize, Leadership, Planning Tools, Productivity, Productivity for Leaders

This week’s topic comes from a client’s inquiry.  She is seeking a better way to balance freelance work, her full-time job, and everything else going on in her life.

The word that comes to mind is RUTHLESS.  She will have to be ruthless in her planning, her priorities, AND her follow through.

A solid plan is paramount:

  • Treat this like you have two different jobs – treat the freelance job like you had a boss and you had to show up. If you’re serious about the other responsibility you can’t not do it just because you don’t feel like it. This holds true for freelance/gig/second jobs, volunteer commitments, family tasks, and other responsibilities.
  • Quantify time allocated to each commitment – If you want to work in your freelance job 20 hours a week and your regular job 40 hours a week, get real about what a 60-hour work week will be like. What do you have to say “no” to to say “yes” to this?
  • Plan it out on your calendar – now let’s bring this to life by clarifying what your week is going to look like. Plug into a calendar grid what you’ll do when. Create a spreadsheet beginning with what time you’ll wake up and what time you’ll go to sleep.  (I call this Ideal Week planning – ideally, if all things go well – my week will look like this…)
  • Pledge to yourself that your 2nd responsibility is as important as your day job – not necessarily in hours, but in commitment. Monitor your actions.  Log your time. If it’s not working ask why not.
    • Are you too tired?
      • Are you working with your body clock?
      • Can you swap office and freelance time?
    • What can change?
      • Are you going to bed at the right time?
      • What other work can you delegate/pass on? – hire someone to clean your house, have your groceries delivered, take your laundry to a wash and fold service.
    • Are you motivated enough?
      • How much do you really want to be doing all you are doing?
  • Assess success weekly – is there a friend or coach you can check in with to discuss how it’s going? Or is it enough for you to be accountable to yourself?
      • Did you reach your goals?
        • If so – what worked?
        • If not – what didn’t work?

At the end of the day there are only so many hours. If you are going to say “YES” to multiple responsibilities, what do you have to say “NO” to?