Planning Tools
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Planning Tools

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.

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?

When setting intentions and goals it’s helpful to categorize, or as professional organizers like to say; group like things together.  When we see things in categories it’s easier to make choices.

My favorite example of this is black dress shoes. If you put all your black dress shoes together you will likely have about 10 pairs.  When you see them all in one place, it is easier to decide which pairs matter most. Only then you can give away the shoes that don’t fit, hurt your feet, or are too worn to wear.  Grouping like things together brings clarity to what is most important.

We can apply this concept of grouping to the activities, obligations, and priorities in your life as well.  When we “see” them all together it helps us focus on what is most important.

Look back at your definitions of success from last week.  Now consider how you are spending your time.

Are you doing the things that support your definition of success?

How can you group your life areas together in a way that respects the uniqueness of what really matters to you? Here are some examples to spark your creative juices. Feel free to use your own words as well.  I recommend picking the 4 or 5 “buckets” that reflect the things that support your definition of success:

Self-Care Family Spirituality
Friends Volunteerism Service
Activism Business Growth Career
Work Professional Development Health
Personal Growth Fun & Leisure Home Environment
Creativity Relationships Exercise

 

Your UNIQUE Focus Areas:

  1. ___________________________
  2. ___________________________
  3. ___________________________
  4. ___________________________
  5. ___________________________

 

CHARACTERISTICS of your Focus Areas

The next step is to identify CHARACTERISTICS of your focus areas, and in turn the actions that support what is important to you. This will help you get clear about your focus and priorities.

Remember, only when you are clear about what you want to FOCUS on can you FOCUS on it. 

Here are some examples that can be applied to your non-business self:

  • Self-care:
    1. Go to the gym twice a week
    2. Make time to talk to four friends at least once a week
    3. Meditate 20 minutes 4 times a week
  • Family:
    1. Spend at least one hour a week reading, playing games, or actively engaging with my children/grandchildren/nieces/ nephews/etc.
    2. Have lunch with mom once a week
    3. Have a date night with my partner two times a month
  • Service:
    1. Volunteer at least 5 hours a week
    2. Identify one cause to stand behind
    3. Don’t spread myself too thin

And for work:

  • Professional Development:
    1. Read at least one business book monthly
    2. Listen to a podcast once a week
    3. Prepare for certification exam by October
  • Business Self-Care
    1. Leave work by 6pm most days
    2. Work from home 1 day per week
    3. Have lunch with one new colleague each week/month
  • Business Growth
    1. Complete XYZ project
    2. Develop program to improve customer feedback X%
    3. Improve department profitability X%

 

What are the characteristics of your unique focus areas?

  1. ___________________________________
    1. _______________________________
    2. _______________________________
    3. _______________________________
  2. ___________________________________
    1. _______________________________
    2. _______________________________
    3. _______________________________
  3. ___________________________________
    1. _______________________________
    2. _______________________________
    3. _______________________________
  4. ___________________________________
    1. _______________________________
    2. _______________________________
    3. _______________________________
  5. ___________________________________
    1. _______________________________
    2. _______________________________
    3. _______________________________

 

Creating Your Very Own Success Formula Blog Course Details – This is the 2nd in a multi-series of posts.  Check this post for the big picture. Future posts can be delivered to your inbox by signing up for my blog. And please share this opportunity with your friends and colleagues.

What does success mean to you?

Don’t just say what you think you should say.  Stop.  Think.  Each and every one of us get to define success on our own terms.

  • For some success is defined monetarily
  • For others it’s more about lifestyle
  • And for others it’s about making a social impact
  • For you it may be a combination of these or something completely different.

What’s really cool is that you get to choose how your actions impact your definition. There are many things to consider as you create the life you envision or perhaps envision the life you wish to create!

This week’s exercise is a brainstorming about the life you wish to live. I don’t want you to write goals here (standard goal writing takes the form of   SMART Goals with the SMART meaning Specific, Measurable, Attainable, Realistic and Timely.)  Rather I’m asking you to consider SMART Intentions.  This is your opportunity to reflect about what success really means to you.

This exercise doesn’t have to take long.  My guess is that you know the answers already. And remember your brainstorming guidelines:

  • Don’t judge your thoughts – write down anything and everything that comes to mind
  • Wild ideas are helpful and encouraged – the more creative you get the clearer you’ll become

To organize this information, pick one place to keep your notes.  This can be a Word doc, a Google doc, an Evernote, a OneNote, or a simple notebook or file folder.

What does success mean to you?

  1. _____________________________________________________
  2. _____________________________________________________
  3. _____________________________________________________
  4. _____________________________________________________
  5. _____________________________________________________
  6. _____________________________________________________
  7. _____________________________________________________
  8. _____________________________________________________
  9. _____________________________________________________
  10. _____________________________________________________
  11. _____________________________________________________
  12. _____________________________________________________
  13. _____________________________________________________
  14. _____________________________________________________
  15. _____________________________________________________

Sit with this list.  Highlight or asterisk the top few that feel most important.

Creating Your Very Own Success Formula Blog Course Details – This is the 2nd in a multi-series of posts.  Check last weeks post for the big picture. Future posts can be delivered to your inbox by signing up for my blog. And please share this opportunity with your friends and colleagues.

When I begin working with productivity coaching clients, I ask them to share their goals for our work together. One of the most frequent responses is “how do I know what should be a priority?” Many variables impact the answer:

  • Do you work for yourself or do you have to consider the company/boss you work for?
  • Are we talking just about work, or do you want to understand this both professionally and personally?
  • What else and who else do you need to consider in this?

When we start coaching, I can help client’s triage by looking at their tasks and deadlines, however for long-term results it takes stepping back and deciding what’s important overall.  And this means setting intentions about the life they wish to live and setting goals to attain that life.

Until you are clear about what’s important, it’s next to impossible to know what to say yes to and what to say no to.

For the next few weeks I will walk you through (at no cost) my 7 steps to CREATING YOUR VERY OWN SUCCESS FORMULA program.  By the end you will have much more clarity about what’s important. Then setting priorities becomes easier.

And no worries, if you miss a week, it will all be posted on my blog. As well, each week’s exercise will be effective as its own learning experience

Here are the topics we’ll discuss over the next few weeks:

S – Success Defined of Your Terms

U – Unique Areas of Focus For Your Life

C – Characteristics of Your Focus Areas

C – Core Values

E – Essence of Your Yes

S – Space to Think

S – Success Formula to Guide Your Priorities

For a short-term fix, try prioritizing those items that if you didn’t do would:

  • Embarrass you if it didn’t get done
  • Let someone down you care about
  • Let yourself down
  • Cost you money if you didn’t do them
  • Cause you to miss a really good opportunity

For a long-term fix I hope you’ll follow my blog and gain some clarity about what is really important to you.  Those answers will underpin your actions moving forward.  Please share this opportunity with your friends and colleagues. By signing up for my blog they too will get the course delivered to their inbox in 7 manageable chunks.

When you know what’s truly important knowing what to say yes to and what to say no to becomes much easier.

 

Email – you can’t live with it and you can’t live without it. It seems to take on a life of its own and it seems to impact everyone’s productivity. Today we will look at some email best practices that if we all followed would make everyone a little more productive.

Email Composition

  • Keep the SUBJECT relevant – update the subject line as topics change. Remembering that people search by subject will hopefully motivate you to take that extra second to check that your subject line is relevant. During the course of an email conversation, if the topic changes, change your subject line.
  • Be concise – make your point as briefly as possible. Long and complex emails are often put aside, never to be looked at again. If you want an answer, keep your message simple and short.
  • Be decisive – minimize emails going back and forth by making decisions. Instead of saying “should I call you or do you want to call me,” say, “I’ll call you.” Instead of saying “should we talk at 10 am or 11 am,” say “let’s talk at 11 am.” Better yet, say “I’ll call you at 11 am unless I hear from you otherwise.”
  • Share sentiments sparingly – while “thank you” and “great job” are lovely thoughts, email may not be the best venue to share them. Be mindful of email overwhelm before you share kudos and DO NOT REPLY ALL.

Email Triage

  • Get extraneous emails out of your inbox immediately
    • if you have reviewed an email and it has no use to you, DELETE IT IMMEDIATELY! You wouldn’t leave trash around your house, why would you leave it in your inbox?
    • For emails containing information that you might need some day and CAN’T GET ANYWHERE else, MOVE the email out of your inbox into a folder.
  • Unsubscribe – when sitting around waiting at the doctor’s office, for the train, for carpool, or on hold, use that time to unsubscribe from emails that no longer serve you. The fewer that come in, the more you’ll be able to manage the important ones.
  • Set Rules – if your email client (Outlook, Gmail, etc.) offers the option to set rules, use them to automatically move emails that are not important out of your inbox. I have one folder called RULES that I use for things that I don’t need, but sometimes like to see (favorite store ads, newsletters, political information, etc.)  The rule is set to automatically move those items from the inbox to the RULES folder. That way I can check if and when I want to.

Email Communication:

  • Feel no obligation to respond – just because someone asks you a question or wants your time doesn’t mean it is productive to respond. It is okay to delete something that is unsolicited or not important.
  • Stop the REPLY ALL craziness – Use Reply All very sparingly. Almost all the time your answer is most relevant to the sender and a time suck for everyone else.
  • Use Bcc when sending to a group – if sending out emails to a group be sure to use the Bcc (blind carbon copy) option rather than the Cc (carbon copy) option. This will ensure that others in the email string don’t have access to everyone else’s email address. It is poor form to publicly share other people’s emails with your group.

Shift your Perspective

Think of email like snail mail.

  • Do you feel obligated to open every piece of junk mail that comes into your home and office?
  • Worse yet, could you imagine KEEPING every piece of junk mail that comes into your home and office (gosh I hope not; and if the answer is yes, I have wonderful Professional Organizer colleagues that can help you!)
  • Just like you get rid of the garbage in your physical life it is necessary to get rid of the garbage in your virtual life too!