Planning Tools
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Planning Tools

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?

12 Jun

Posted at 08:42h in Change, Envision Success, Focus and Prioritize, Planning Tools, Stress Management, Tips for Easier Living

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.

06 Jun

Posted at 05:46h in Change, Envision Success, Focus and Prioritize, Planning Tools, Stress Management, Tips for Easier Living

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.

30 May

Posted at 18:46h in Change, Envision Success, Focus and Prioritize, Planning Tools, Stress Management, Tips for Easier Living

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.