Category: Taking Care of Business

PACT: A Different Way To Set Goals

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It’s a new quarter, a new season. Today, and any day, really, is a great day to check in with your progress towards your goals.

And I want to have a new and different conversation about goals today because I have a cool new concept to share!

I had to chuckle – on this morning’s accountability call, I mentioned to my partner that I was writing an article about PACT goals for today’s podcast. And… I admitted that I started it two weeks ago, and I didn’t get it done in time to record last week. Because I had a million other things to do last Monday (like, for REAL!).

Irony? That I didn’t meet a goal to write about goals because I couldn’t / didn’t dedicate the time to get it done? Yes, I think so.

As I set my goals for Q2 in April, I glanced at my goals for Q1 of 2024, and some were “once-and-done’s”. 

  • Complete the surgical procedure on my nose – done.  (Focus Area Health and Wellness)
  • Lent and Easter, liturgically with my parish and my choir – done! (Focus Area Service)
  • Attend a specific concert on March 29  – done (and it was awesome). (Focus Area Personal / Supporting Independent Art)

However, some of the goals require more of a process, and I have goals from Q1 that migrated to Q2:

  • Make progress towards coaching certification by recording coaching clients for an upcoming deadline.
  • Make progress on a major project I am working on for NAPO, the National Association of Productivity and Organizing Professionals.
  • Attend 12 live music / independent artist concerts in 2024 (one a month).

And I would guess, you have a similar blend of once-and-done goals and also progress goals. In past articles and podcase episodes, we have talked about SMART goals, and I LOVE a good SMART Goal!  A SMART goal is:

  • Specific,
  • Measurable,
  • Attainable,
  • Relevant and
  • Time Specific

For example, here’s a SMART goal:

“I will publish new blog articles and podcast content every week this quarter until I reach 500 posts by June 1, in celebration of my company’s 21st anniversary in June.” This is specific, measurable, attainable, relevant and has a time frame attached.

Now, how will I accomplish this goal? This is NOT a once-and-done goal or event since it will take consistent effort for the next 7 weeks to accomplish.

Last Spring, I wrote an article and recorded a podcast Episode about Metrics. 

Metrics In The Dentist Chair!

Metrics are quantifiable items we can measure, to determine progress. Achieving our goal is amazing!  Success is grand, for sure. But it is also an event.  It is a snapshot moment – goal achieved!  Done!  But more often, the work continues.

To make the goals and the work happen, from day to day, we need to bring the waypoints closer in.  We need manageable portions to bite off on a daily or weekly basis in addition to that one big goal we will accomplish at the end of a predetermined amount of time.

Enter – PACT goals. PACT goals are the tool within a tool, the intentional and incremental goals within a big, lofty SMART goal. Per Julie Simpson on Hire.com, “What are PACT Goals? The Lesser-Known Technique to Set Smarter Goals”, PACT “is a goal-setting technique that focuses on output rather than the outcome”.

PACT stands for

  • Purpose,
  • Actions,
  • Continuous and
  • Trackable.

It seems then, that often, the journey is the point.

Sometimes we need to set PACT goals to give us the support to meet our SMART goals. And sometimes we need to use PACT goals to create better habits for forever.

Let’s break this down! Purpose. Actions. Continuous and Trackable. I like the idea of continuous movement towards our goals. Let’s use my Publication Goal above as an example.

The question of “Purpose” is important for setting goals. We want to know that we are achieving what we want to achieve. That just makes sense. We want to know our purpose and we want to be purposeful (think “intentional”). And once we figure out what we are awesome at and what we are meant to do in life, as in what we want to do intentionally with our time in small and large pieces, then that’s our purpose.

When we set purposeful goals, we want to know that what we’re seeking to achieve aligns with who we are, what we want in life, etc.. And publishing high quality and supportive content for my community definitely aligns with my professional goals.

At a class last week, I heard the nicest feedback! A participant said ” You bring such positive energy!”. Yep, that’s the plan! And when it comes to our goals, we want to be purposeful, we want to be intentional, and to know that the goal that we are setting fits into the context of who we are and what we want in life.

And since success towards my publishing goal is not something I can just knock out the day before my June 1 deadline, I need to be intentional on how I spend my time in the next 7 weeks. I need to PURPOSEFUL in my actions.

And, on to Action! Action, because we’re talking about goal setting here, right? We’re talking about making progress. We’re talking about moving forward. All of those words are active words.

Progress requires action almost all the time. What are the actions that we need to take to move us towards our PACT goals? Working towards the publication goal, my actions have included in the last week spending 30 minutes each day on the project:

  • Review my voice memos on my phone, rename them and send them as an attachment to my email.
  • Upload to the transcription service that I use and have all the unpublished memos transcribed.
  • Match up all the voice memos / transcriptions with my list of published articles and podcast topics, and delete any duplicates.
  • Add the unpublished topics to my editorial content calendar.

And now that I know what I want to write about and publish, I will carve out an hour on the calendar 3 – 4 days a week for writing / editing.

And, since PACT goals need to be trackable, every one of those steps I listed above is trackable with metrics. I went from 30 voice memos down to 10. I went from 45 transcriptions down to 11. I increased, after deleting many duplicate topics, from 20 to 35 topics on my editorial calendar. And now I can track “writing minutes” weekly as progress towards the goal. Action.

Next up, and forever – Continuous.

Purpose and Actions are easy to see, but I think what sets PACT goals apart are the Continuous and Trackable aspects.

Let’s talk about continuous and trackable. Using as an example, my goal of publication by June 1. I’ve set my intentions, I have determined my actions. Now I need to do them! What would continuous progress look like towards my goal look like? I can determine that, and then make the progress towards that goal. And beyond, of course, because I have a waypoint, a milestone in mind, but I certainly won’t stop writing after the June 1 deadline.

I need to take action every day or multiple times a week. Continuous might not mean every minute of every day, but it certainly will mean regular consistent, continuous progress towards the goal.

Perhaps a wellness goal is a good example, too – 30 minutes of cardio 5 times a week is purposeful, continuous and trackable action, and a habit that will help you for life. As I mentioned earlier, sometimes the journey is the point.

Finally, let’s talk “Trackable”.

How do we make progress happen? How do we measure progress and not just “I’m feeling better about the process” or “I am less stressed with writing”, or “I am having more fun”.

“Progress” is sometimes difficult to quantify. But when we determine our purpose and actions, and the interval which makes them continuous, we can track progress. In my example, I can track articles published, words written, minutes or hours worth of writing or editing, engagement with my readers by number of likes or shares, etc. These are trackable items. Which also means, I can track improvements from week to week by paying attention to trends in the tracking.

How far have you come? What have you accomplished so far? Reviewing your tracking, what can you do to improve the process?

In addition to catching up on my writing process, which is what my actions in the past week were about, I can also track my progress moving forward. I have re-set my content process and will continue with these new strategies for a few weeks. And then I can look and see if my output has improved over that time. If it has – yeah! If it has not, I probably need to review and adjust my strategies.

To Review:

Setting PACT goals is a strategy that focuses on the process and not just the end product. We can use PACT goals with SMART goals, as the support to accomplish our SMART goals. OR we can use PACT goals as a method of continuous improvement. PACT stands for Purpose, Action, Continuous and Trackable, and can be used to help us focus on the process of progress and not just the event of achieving a goal.

I hope you found this helpful. If you would like to comment, please share with me on social media or drop me an email at colleen@peaceofmindpo.com, or drop me a DM on one of my social media platforms. I can’t wait to hear about how PACT goals helped you move forward.

Take Your Accountant’s Advice (or mine)

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I’m writing this on Tax Day, April 15, 2024.

Did you know? I have two accountants in my life, my husband and now my oldest son.

We all have our strengths, and these two are very organized about a lot of things and especially around helping people with their taxes.  It’s funny to me, neither my husband nor my son are in tax accounting for their job, but they both help friends and family members this time of year.

And, in keeping with last week’s topic of deadlines, I will be very happy for them both when the tax deadline has passed and they can get back to a more regular schedule!

At dinner last night, I asked Greg that if he was on this week’s podcast,  what would he want you all to know? So here we go: a collaboration between my accountant, the most organized person I know when it comes to money, and me, your certified professional organizer.  Maybe some day I will get him on the podcast!

  • First up, he and I both recommend that you create a couple of file folders this week.
    • Name one 2024 Taxes, or 2024 Supporting Tax Documents or something like that.
    • Start another one called 2024 Paid Bills.
    • The 2024 Supporting Tax Documents is a waiting receptacle for anything that comes along that you need to keep for next year’s tax time.  During the year, we might receive, for example, thank you letters or receipts for charitable donations, and you can just drop those in the waiting file. In addition, you now will have a safe place to keep your 2024 tax documents when they start to arrive the end of January, 2025.
    • The 2024 Paid Bills file is for for just that – Paid Bills in 2024.  If you still receive paper bills and if you keep them after they are paid, drop them in there as the year progresses.  We don’t really need to keep them in separate folders. I mean – how often do you go back and look at them anyway?
    • These first two files need to be kept close at hand.
  • Next up, make a folder for your filed 2023 taxes, if you have them in paper form.  This file does not need to kept so close at hand, but it certainly needs to be kept.  In the safe? Bottom file drawer?  Or digitally, save them on your computer and back them up on your external hard drive or the cloud.
  • If you really want to do next year’s you a a solid, make a note of what documentation you required for your 2023 tax filing – W2s, 1099’s, interest statements from investments, etc..
    • Let’s face it, our financial life – at least the accounts, not necessarily the amounts – don’t vary too much from year to year.
    • So, 2023’s filed tax return is going to be a great place to get ready for your 2024 filing in 2025.
  • Ok, now here is the real tax advice:
    • Here is the other thing I want you to do for future you.
      • Go to your calendar on your phone, on your to-do list, in your paper calendar for 2024 on the last page that is for planning for 2025.
        • On February 1, 2025, make yourself an appointment on your calendar to check out your 2024 Supporting Tax Documents file. Look at whatever information has accumulated in there from this current year. Look at the list in there that you made for what end of year statements, wage information, etc. that you’re waiting for and start keeping an eye out for it.
        • Also on February 1, 2025, put a date on the calendar to do your taxes or to go and meet with your accountant.
  • Finally, learn from your 2023 tax experience.
    • Are you getting a tax refund?
      • Cool. That works.
      • Some people intentionally use their taxes and tax refund as a savings account.
    • Do you owe taxes?
      • Less cool, I know. But it means you brought home more pay during the year.
      • And some people just expect that they will owe taxes and plan accordingly.
    • If you would like to adjust the taxes that get taken out of your pay during the year, to also then adjust your tax refund or your tax bill, you can do that.  Adjust your withholdings with your HR department, if you have one, or send in quarterly tax payments.
    • And here is a public service announcement: if your accountant gives you suggestions on how to make the tax process go easier next time, please listen to them and take action. They are our experts and we need to heed their advice.
      • For example, I have some homework to do. I need to make changes about how I note things in Quicken, because apparently my accountant and I have vastly different definitions about what constitutes as “Owners Equity”. My accountant is honest and patient, even when I was confused. But we’ll get there.

Don’t scramble, don’t procrastinate.  Give yourself the gift of calm competence in 2025.

Time Management Is Stress Management

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Have I mentioned? I have this great opportunity multiple times a year.  I teach time and stress management to students in the Highway Construction Careers Training Program, or HCCTP, at two different community colleges in the area.

Let me trace it back. Here’s a reminder that we never know how far our ripples will reach. I owe this opportunity to connections that I made in a professional speaker’s group over 10 years ago now.

And I have to laugh, because there’s so many people that I’m still connected with to this day through that speaker’s group, even though the group disbanded a few years ago. Still connections, friends, network partners, whatever you want to call them, that I met in that professional speaking group.  Many industries were represented, what brought us together was professional speaking.

There was a nutritionist, an insurance broker who I’m still friends with today and who also has a podcast on the Broadcast Basement network.  There was a financial planner who does financial planning presentations, and I’m still connected to him to this day. A friend and network partner who interviewed me on her YouTube channel last Spring, Sabrina Schottenhammel, is a massage therapist and professional speaker and wellness advocate.  And a friend and network partner, Alexandra Glumac, is affiliated with South Suburban College and she is why I started teaching this program, long ago and far away!

I teach time and stress management to the HCCTP hosted at South Suburban College, the Oak Forest campus. They have 4 or 5 groups of students through the program every year.  And because of my experience at South Suburban College, I also teach for a similar program at Kankakee Community College. I get to teach awesome groups of people about time management and stress management.   I started to write today’s episode and article content as I parted ways with Class number 32 last week.  I told them I would give them a shout out.  So, hey, Class 32!  It was great to meet you all!

I started teaching this course around Class number 3 or 4. These groups are in class for 12 weeks, and I speak to them on time management and stress management in their first week of class.  That makes a lot of sense, because by being brave and taking on this coursework, they need time and stress management to make their lives work in the midst of this extra busy time.

And I’m going to be completely transparent.  The stress management is more stressful for me. I know that’s weird, but it’s the truth. Time management is productivity, and hey – that is where I live. That is my jam. That’s what I do. Productivity. Yep. Sign me up. I could talk to you for hours about productivity.  And I probably have, over time.

But the 4 hours of stress management content is newer for this group.  I have only done that 3 or 4 times.  And I’m still trying to get the best right combination of content. My goal is to not stress people out with a lot of work while making sure my participants have the tools they need to succeed.  That is my goal for these groups every time I meet them, to give them tools in their life. And I love that!  I have the coolest job.  And I meet the coolest people. Class 32 challenged me. When they found out I had a podcast, they wanted an episode dedicated just to them.

And here we are.  I can absolutely do that.

We tackled both time management and stress management last week.  And here is the secret, right here.  This is what guides my practices. I feel that so many of the practices that we use in time management are also useful for stress management.

When we feel out of control, unproductive, out of sorts, you know, maxed out because we’re always late, or we never feel like we have enough time to do what we need to do or what we want to do. We don’t feel like we’re making time for the people in our lives. We don’t feel like we’re making time for ourselves.  These are all very stressful situations. And did you hear the words that I said in those statements? Time. Time.

Here’s the premise for today.  I will declare that time management is positively and irrevocably entwined with stress management and stress reduction. Making sure that we’re doing right by that is going to help everything else go better.

If we can get clear on what we want to accomplish in the course of our day and then make it happen, yes, it’s a management of time, but that also decreases our stress levels. We can recognize that and we can work with it.

Here is what our agendas looked like.  In our time management workshops, we begin talking about routines and how our routines can support the things that we need to, to make sure our needs are met in a consistent and regular way. And I’ve talked about routines in other episodes.

In class, we discuss sleep hygiene. Sleep hygiene is the routine we have around getting good sleep.  And we know getting good sleep increases overall health and decreases stress.

We watch a couple cheesy videos from early 2000s on productivity, and talk about priorities and planning and goal setting. We look at Priorities and the Eisenhower box, which I know that I have done an episode before about, I’ve always liked that tool. It’s such a great tool. Because knowing we’re working on what is important decreases stress and increases life satisfaction.

In our time together, because these are students in a highway construction careers training program, we talk about project management. I don’t always talk about project management, it’s a very specific need. These folks are going to be working on projects, though, so we take a first glance at project management to get a feel for how they fit into the bigger picture on a project.

Finally, in time management, we talk through procrastination. Because conquering that delay-for-no-good-reason increases productivity and decreases stress.

The next day, in the stress management component, we talked more about routines. We also talked about Maslow’s hierarchy of needs because we need to be able to identify needs so we can ensure they are consistently met. Because otherwise we get stressed! It is stressful when needs are not met. Physical, safety, psychological, esteem, etc. 

This week, I also shared learning styles with this group.   Learning styles were the topic of last week’s episode. I like the stress management content that I wrote because it is all about the person.  The individual.  There were so many really cool aha ah moments.

We were talking about learning styles, and I mentioned that some of us think in pictures, and some of us think in words, and some of us think in commercials or scenes.  That some of us read the words in front of us, and some of us actually sound the words out in our head when we read.

Just knowing that there’s a difference is so important. A lot of our stress management was talking about awareness.  Self-awareness. Awareness of how we are showing up in the moment.  In coaching, awareness is the first goal.

We talked a lot about that in stress management. We talk about physical awareness.  Like physical needs, and also, you know, awareness of where our stress is in our body. For example, if I’m stressed, my face flushes and my shoulders get tense.  If we know what stress feels like, we can identify it more readily and take steps to decrease it for our own wellness.  I really love that, that physical awareness, that physical scanning of ourselves.

Apparently I do it a lot because a couple of my class participants noted “yeah, you do that all the time”.  I didn’t realize anybody else noticed that, but that’s okay.

Along the lines of checking in physically for stress management, we also practiced square breathing both days. Because to be honest, square breathing is a tool I use EVERY DAY.  If you’re not familiar, it’s a breathing technique where we breathe in for 4 beats, hold the breath for 4 breaths, exhale for 4 breaths and hold the exhale for 4 breaths.  That’s it.  Don’t push it, don’t rush it, don’t make it unnatural.  Just focus on your breathing for 5 – 7 cyles of square breathing.  A 90 second vacation.  It’s lovely. 

So, to recap:

It is great to teach these group, and Class 32, it was lovely to meet you.

Time and stress management are related.  If we can get a handle on our time as a limited and valuable resource, if we can do better with our time management, that will absolutely help us with our stress management as well.

When we better manage our routines, priorities, projects, procrastination, goals, bodies and wellness and sleep and breath – stress goes down.

So those are all time management things. But it sounds a lot like stress management to me, too, right? Time management is also stress management.

I’ll never say we can be stress free. And stress isn’t always bad.  Some stress helps us to perform better.  My concern about teaching Stress Management meant that the night before the class, I made sure to check my bag and make sure that I had everything I needed to teach the group today. It was the elevated stress that helped me to be a better teacher today and to work with my group better. That’s good stress.

But long term stress can cause mental and physical problems.  The nagging, long term, you know, heavy weight of stress sometimes that can absolutely cause us trouble. And again, in transparency, I have been in a very stressful season personally and I really need to rev up my self care. So when life gets more stressful, I know it doesn’t make sense, but we actually need to do more to care for ourselves than we normally would because the demands are so much greater on us. And again, I think I need to say that out loud to myself as well.

In stressful times, we need to do more to care for ourselves because the demands are so much greater on our systems, psychological system, physical system, whatever that looks like. Getting good at time management decreases stress. Yes, let’s do that!

How To Get Back On Track

When naming this article and episode, I tried Catawampus – as in, “when it all goes catawampus”, but my SEO score on my blog did not think that was a good idea. Noted.

I was a guest on the EP podcast episode that dropped last Tuesday, March 12.

We recorded on Monday, March 11th because that is the day I record my episode, too. And I was a guest on the EP Podcast because Chris, my producer, had a family emergency over the weekend with his 18 year old daughter. And she’s fine. Healing well.

And everybody’s fine in my house too. Everybody’s okay. We’ll start with that.

But we talked through, first of all, the situation and that it was crazy for them, I know. And then the question he asked me was, “After the fact, what do you do to pick up the pieces?” You’ve been through this dramatic and potentially traumatic situation and what do you do to get back on track?

In his situation, he has children other than the post-surgical one to take care of. He needs to take care of his daughter while she recovers. Anything he had planned for that day and also for the days to follow obviously just went out the window because, well, that’s what the situation required.

We’re going to do it because it needs done and we’re going to do it because our kids win and because we love them. And guys, I really do love you. So if you’re listening – well, I don’t think my kids listen to my podcast, but some of their friends do. And then we pick up the pieces and get back to normal, get back to work.

Here’s the twist. We recorded at noon on Monday because we usually record at noon on Mondays. We have systems for these things and everything else. I’m still like a week behind. I’d like to get back on track with that personally. That is a leftover from my recent surgery.

My college age son was home for his Spring Break and there was an incident and he lost consciousness in the kitchen. I’ll leave it at that. It was scary. He ended up going to the ER in an ambulance. So, a shout out to the Evergreen Park Fire Department, the EMTs when we called 911 were awesome and competent and kind. They took care of business, they took care of my son, they loaded him up and we went to the hospital.

One thing Chris mentioned on his episode was that his 18 year old was still eligible for the pediatric ER, and if you have to choose, the pediatric ER is a better place for a young person than the regular ER. And I found it surreal that, within 8 hours of having that conversation with him, I found myself in the front seat of an ambulance while they unloaded my 19 year old in the ambulance bay next to the door labeled Pediatric ER at Christ Hospital.

Never, in no imagination of my day could I have foreseen that I would be confirming that information from him within 8 hours of recording that episode. But there we were. And to repeat, he’s fine. My son’s fine. And I have his permission to write about and talk about this. He’s ok.

Let me make the rest of this very long story short. We were there for 24 more hours. We arrived around 7:30 pm Monday. They ran tests and started the admission process at 11 pm. He was finally discharged from the ER at 08:00 pm on Tuesday night, they had not yet found him a bed in 24 hours

When you’re in the ER, you gain perspective. Obviously, other people were having a much worse time of life than we were. My son’s ok.

Simple things. My son was in the ER but he had a room with doors. A lot of people didn’t. He didn’t have a bathroom or a shower, and I didn’t sleep at all because the room is not set up with a chair for a non-patient to sleep in. I never pulled an all-nighter in college, that didn’t happen until I was a parent!

We had family and friends texting and checking in on us, with offers of support and assistance if we needed anything. I am so grateful. And I’m grateful for Greg, my husband, so that we could tag team and I could go home for a few hours of sleep when he came back first thing Tuesday morning because we didn’t want to miss any of the doctors in consultation, etc.

But as Chris mentioned, once the dust settles, right, after all this happens, then what? When you look around your house and you realize that all of the routines that you normally have that support your life were completely abandoned, for a few days. Where do you start? Where?

I’ve talked about emergencies recently. I had a recent surgery as well. Five weeks ago I had surgery on my nose. It was planned. It was February 13, but I had known about it since the end of November. It wasn’t news. It ended up being more complex, more invasive, and I had a lot more downtime and a lot more healing that I needed to do. That was news, but the schedule was already cleared, I had no expectations of myself already. It wasn’t an emergency, it was a hassle. I won’t say it was fun. I’m still not done healing. I still have swelling and follow up appointments. It’s not don, but for the most part, I’m good to go.

But trips to the ER, for your daughter and her appendix, for my son in the ER for 24 hours and a lot of diagnostics to determine what’s going on and what to follow up on. Those are emergencies. They both have had good outcomes so far. I know it could be worse. Oh, my God, do I know it could be worse.

Once the emergency has passed, now what? What do we do to get back on track?

I came home at 830 Tuesday morning after tagging my husband out at the hospital, having not slept for 27 hours. I set up my phone and apple watch to charge, took a shower, brushed my teeth, had a really big glass of water and slept for 2 hours. Then I got up and I made sure things were taken care of, sent a few emails, took a shower, got dressed, grabbed a protein shake for the road and headed back up to the hospital.

On Tuesday night, when we were finally discharged, we asked the question again.

First things first: We’re headed home, do we need to eat? We can pick up something on the way.
All right, I’m going to drop you guys off, and go to the pharmacy for my son’s prescriptions.

Anything we need grocery wise? No? Okay. We just had people over, so we have a full fridge of food.

Everybody was comfortable and happy.

Next, Laundry. Unpack the bag from the hospital Yes, let’s start a load of laundry.

Next, let’s make sure maintenance has been occurring. Load the dishwasher, bring in the mail, make sure that there’s no packages out front.

None of this new. I think that was the point that I made when I talked to with Chris on his podcast. We don’t do new stuff. We take a minute and remember what our routines are. And routines are there to help us make sure that our needs are being consistently met. That’s what routines do for us. And so first things first, we’re to check in on the needs. Needs are food, clothing, shelter, safety, warmth. Right? Basic bottom level of Maslow’s hierarchy of needs?

Check in on those, make sure that all of those are functioning. Food, clothing, shelter, safety, warmth. Once we take care of those needs, then we can move up the list.

Now, when we got home from the hospital, finally, it was after 08:00 on Tuesday night after very little sleep. At that point, another need, very rapidly was becoming sleep. I could have tried to do more, but it wouldn’t have worked. Sleep is also a need, and that was the answer. Meeting needs consistently so that everybody can continue to function in survival. I’d love to get into optimal thriving mode. But first things first is survival. Food, clothing, shelter, safety, warmth, right? I mean, that’s where we got to start.

So, when in doubt, that’s where we spend our first hours of attention, is making sure that those needs are met for the moment. In the moment. Then, how to continue to meet those needs for the next couple of hours and then days. We start with needs, we start small, we start with what is right in front of us. We don’t need to do the big stuff right now.

So to recap: First things first. Having routines, very helpful routines, helped me to grab what I needed to grab, throw it all in my backpack (which is my purse) that is always sitting in the same place and run out the door with the ambulance people. Anybody I need to contact was already programmed in my phone. All of my apps are up to date. Everything is up to date. My wallet has our insurance card and has all of John’s information, all of my son’s information.

There are things that maintenance, that routines absolutely provided. My son is otherwise in good health. I’m in good health. Maintaining good health eliminates helped rule out some potential problems because he’s in otherwise good health.

When emergencies happen, that’s it. That is where you need to be. Everything else needed to fall away. With my son is the only place I need to be. The rest of life will all be waiting for me when I get back, for better or for worse.

But that’s the answer. So we create routines because in the heat of it, in the heart of it, in crazy times, we need to have those structures in place to keep things going. So we have habits around needs, so those needs continue to be consistently met. And to give us the habits, the reminders of how to get back to some semblance of normal when our days haven’t necessarily looked normal.

Start with needs. Start with what is right in front of you. Don’t create something new, but get back to your routines. And that, my friends, is how to get back on track.

Body Doubling and “How Does Finish Line Friday Work”?

How Does Finish Line Friday Work? And, What Is Body Doubling?

I’d like to reintroduce body doubling. 

I was driving to a client appointment as I started to dictate this content out loud.  One benefit of slowly easing back into in-person clients this week is that I increased my commute time. I don’t really look forward to commuting time, but it is also uninterrupted time for me to think, and that is helpful! 

I like to be productive with my time. And while I love quiet uninterrupted time, there is still something to be said about working with other people, too! Enter, body doubling.

My phone has a name, my laptop has a name. Believing that there is somebody on the receiving end of what I have to say anchors me to the space. Believing that someone is expecting me and someone’s on the other side of that anchors me so I don’t get distracted.

A new community member reached out to me via email.  I believe she has started following me and my content in the last few months at one of my recent presentations. She visited a recent Finish Line Friday and wasn’t sure how it all works.  So, this is for you, Karen. I will endeavor to explain more clearly what exactly Finish Line Friday is, and how we use the strategy of Body Doubling and the Pomodoro Method of time management to increase productivity.

Body doubling is a productivity tool, a strategy, call it what you would like. In my own experiences and with my clients, body doubling helps us be more productive. Body doubling is one of the many perks of working with a professional organizer because having a person with you in your space as you work can be very motivating. It anchors us to the work and the space.  

Same goes for coaching. Body doubling is absolutely vital. For example, early in the pandemic lock down, a number of my clients struggled with the new phenomenon of unattached work time, of working virtually for the first time and it was not working for them.  They did not feel that they were being as productive as they could be, because it turns out that being around other people who were also working on similar things helped them to stay on track.

There were hours when I would sit in a zoom room or on Facetime with a client and they were doing their work and I was doing my work, and that would help my client stay on track. If a question came up, I’d be happy to answer it or I was ready to listen attentively. One client in particular would sometimes need to verbally work through something because she’s a verbal processor, and we would do this parallel play, this body doubling, for a few hours at a time because she knew that she needed support around some of the tougher projects.

Body doubling isn’t needed for every task.  You are a capable, productive person.  But some tasks are harder to tackle than others, and that is when we bring in tools. 

My middle son lives alone, but in community, in theater housing. He has his own apartment but he and his fellow actors all live in the same apartment complex.  He mentioned that there are times when he needs to get things done. Maybe he needs to tackle a project that he’s having some kind of mental or motivational block around, and he’ll have his friend come over and she can work on whatever she wants to work on or play video games, it really doesn’t matter. That’s not the point. he point is, having somebody else physically in his space keeps him from getting distracted.  She doesn’t have to remind him, it’s just her presence that will remind him.   He calls it Parallel Play, like when two year olds play next to each other on the floor with some blocks.  They’re developmentally too young to play together but they play with their own thing side by side.

Finish Line Friday is like parallel play. And here is how it works:

Finish Line Friday uses the Pomodoro method of 25 minutes of work and five minutes of rest.  Studies have shown the most efficient and effective ratio of work to rest is 52 minutes and ten minutes. For every 52 minutes of work, we need ten minutes of rest. And after three or four cycles of that, we need a longer period of rest. Imagine you start your workday at nine. You work from nine to 9:50 then take a 10 minute break. You work from ten to 1050, take a 10 minute break. You work eleven to 11:50, and then maybe you take half an hour for lunch. Right?  So, this cycle is something we may already be familiar with.

As a participant in Finish Line Friday the other day said, we know these things, but it’s really helpful to hear them said out loud by others.

Finish Line Friday helps us get into the healthy and productive habit of 50 minutes of work and 10 minutes of rest. 

In practice, for Finish Line Friday:

  • We all hop into the zoom room at 9 am;   
  • We arrive with our own work for the 2 hour session;
  • We spend a few minutes chatting;
  • We set our intentions for our first 25 minutes of work;
  • I share my screen with a 25-minute countdown clock, counting down to the next 5 minute break.
  • Then, I mute all of us, though we can stay on screen.  That’s how that works.
  • We work for the 25 minutes, check in for the break with another 5 minute countdown clock, and start all over again.
  • And we just do that for four cycles. 
  • There are not assignments, at least not from me!  Come to us with your own agenda, with your own work, with your own ideas about what you want to get done.

Yes, I’m happy to talk to you about productivity or triaging your to-do list or prioritizing.  We can absolutely do that in the breaks or in the chat.  I facilitate productivity, but we are working side by side. We are working together on our own things, myself included. We all come with our own agenda, and I supply the structure and the community. 

I supply the structure and the community. That’s Finish Line Friday. 

Recently, the work has included: 

  • one participant was uploading artwork to a shared drive;
  • another was getting ready for houseguest and was grateful for a 2 hour block of time, knowing that they would get some stuff done, maybe talk to people on the break, and have fun (and that is FLF does for them);
  • a first-time participant was excited to get through a couple of planning tasks and then start working on a professional project; and
  • I cleaned out my in-boxes, wrapped up messages for the week, then moved on to writing presentation content for a project I’m working on for my national association. 

Now that I have more fully explained Finish Line Friday, please assemble your to-do list and plan to join us for a Friday morning of getting things done!

Meal Planning: What Is Healthy? And What Are Your Goals?

Today’s topic has been on my list for a few months now, and I am ready to share!  Over the last year, I have shifted to more coaching and less-in-person organizing, and that shift will continue. AND, not surprisingly, meal planning is still a hot topic for my clients and presentations.  Because, well, we all eat.

As I sat down to write this content, I had just finished wrapping up the dinner dishes. Two hours or so before that, in about an hour, my husband and I had assembled and cooked three separate dinners, ate one (with leftovers) and put the rest in the fridge for the next few days.

How?  Why?  And why am I telling you this?  Well, let me tell you a story!

Last summer, I rebooted my “An Organized Kitchen” presentation.  I had many speaking requests last summer for “An Organized Kitchen” and Meal Planning content and I thought it was time for a refresh.

I don’t remember a time when we didn’t meal plan. Much of my past content about meal planning is from the view-point of cooking with and for kids and my family, which is all really good content! But as I spend more time coaching my clients and thinking things through for myself, I recognize that what we eat, how we eat it, how it gets to our dinner plates – all of these impact our days and weeks and life!

I could be surprised by how many of my coaching clients want to be more productive… and eat better.  Or that want to find that next new job or career … and have better habits around eating a healthy breakfast. Or, are facing lifestyle shifts and changes, and realize that eating healthier and finding time to exercise would go far in helping them face their challenges.

I could be surprised, but I am not.

Nutrition is a building block for many other things, it is part of the foundation of our life, and we want it to be a strong foundation.

I follow personal development influencers, and a quote from Brendon Burchard comes to mind. I’m paraphrasing, but the idea was that we can start to make positive change in our lives by being intentional about what we eat. We have to eat, right? It is something we already do. While adding in an hour work-out every day 7 days a week may seem daunting, making adjustments on what we do every day anyway seems less intimidating.

In my newly re-booted Meal Planning content, we start with two questions.

  • “What does healthy mean to you?” and
  • “What are your Meal planning goals?”

There are SO MANY ideas on what healthy eating means.  Low carb, no carb, gluten free, keto, paleo, vegan, lo-cal, high volume, sustainable eco foods, plant based, intermittent fasting.

But my question to You is “What Does Healthy Mean To You?”  Because if you tell me you want to eat healthy, that can be something vastly different than what I consider healthy.  And since I am NOT a nutritionist, I would suggest you figure that out for yourself as you figure out meal planning.  Because there are SO MANY IDEAS AND OPINIONS out there, if you don’t have a way to focus in and narrow down your options, you are going to be overwhelmed before you even begin.

The second question then, is “What are your Meal Planning goals?”

Yes, goals.  Did you know you can have meal planning goals?  Meal Planning goals might be…

  • Save money. Or waste less food. (It’s estimated that the average American wastes 216 pounds of food a year. And an average family of 4 throws away $1600 in produce a year. (per rts.com))
  • Save time, have less hassle.
  • Teach yourself and your family how to cook.
  • Establish healthy habits and / or support. Or, most likely,
  • Some combination of these and others!

Just this week, two different clients reported wanting to make positive changes including meal planning. One was seeking a plan that would let her adhere to an subscription menu and eating plan that she receives via email every week on her own schedule.

For another, she works full time and wants to meal plan better for having lunches and dinners for the whole work week.

One of my sons moved back into theatre housing in Indiana last week since rehearsals start tomorrow. He stopped by and mentioned that he had spent time meal prepping after he unpacked his stuff.  I asked him those questions – What is Healthy ? And What are your goals?

For the What Is Healthy answer, he is aiming for 30 grams of protein per meal, and more home-cooked foods. His goal is to have nutritious food made ahead of time so he can pack his lunches to take to work / rehearsals, and also not have to cook when he gets home if he’s tired.  Brilliant.

My personal example: As we entered 2024, I realized that January was going to be very busy (and it was). I am not going to report out on what specifically I consider healthy eating because that is not really the point. I will say, though, that I want home cooked food, to eat well, to save time and money and minimize stress, and to not rely on take-out. And to meet those goals, my strategy was and continues to be to cook two nights a week, most likely Friday and Sunday, and make multiple meals on cooking nights to carry us through until the next cooking night.

The evening I described when I started is an example of supporting my meal planning goals.

I was home that afternoon and evening, which doesn’t always happen.  And since I knew that morning that I would have a little more time at home that evening, I pulled from the freezer some ground turkey and Polish sausage to thaw. At dinner time, we diced many green peppers, an onion and a few potatoes, browned some ground turkey, and using what we had in the fridge (left over rice plus staples) and freezer (already browned ground beef), assembled Inside Out Stuffed Pepper casserole, Egg Roll in a Bowl (a new recipe, and so delish!), and baked Polish sausage with diced potatoes, peppers and onions.

All of these recipes store well, warm up well, and are currently waiting patiently in my fridge for future consumption. We can eat well and free up time by not having to cook or clean up for a few days.  We save time, we save money, I stress less and we still eat delicious food.  Check and check!

Next week, I will delve deeper into the how-to.

So, what’s it going to be?  What does healthy mean to you?  And what are your meal planning goals?  Keep the answers in mind, and tune in next week when we talk about how to make it all happen.

Eliminate Brain Clutter With A Cranial Cleanse

In a recent Finish Line Friday session, one of my regular participants mentioned she was working on “The Smalls” during our time together.  She explained that it was the end of a very busy week.  She had been home long enough between events and appointments to make piles but not to put away the piles. She said “Every room had a pile of smalls.”

And the other participants nodded understandingly because we’ve all been there.  Regularly!

That always makes me smile. Not because someone is struggling, but because most of us understand what “The Smalls” means.

And because the words  – The Smalls – sound funny to me and many people express frustration about The Smalls, in sometimes passionate and colorful language! For example, I have another friend and client who, when I ask her what we’re working on today, will occasionally say “The Smalls, Coll!  It’s The Smalls!” with perhaps some frustration and colorful words!

Here’s the thing:

The Smalls can be physical things in our spaces.

They can be a jumble of papers on the kitchen counter, the pile of Lego bits, Barbie shoes and puzzle pieces at the bottom of a bin of toys, or the contents of an everything drawer in the kitchen. (I personally don’t call them junk drawers, because if you call it a junk drawer, guess what ends up inside?)  If the person I mentioned in my first example is like me, the smalls in every room that she mentioned are bag contents from meetings and events, random clothing items or shoes at the back door that have been cycled through and now need to be put away, neglected amazon boxes and mail at the front door, etc.

Bear in mind, none of these items is technically clutter.  They are all things we obviously need, use or love – they just need tended to.

But they pile and they distract and they call out to us for attention and energy.

Which leads me to – The Smalls can be thoughts and ideas in our brains.

“Small” doesn’t indicate importance, or in the definition of “small”, perhaps un-importance, but instead their size.  “The Smalls” means that SO MANY MORE can fit in a space.  Like I have 100 ideas or to-dos or tasks in my brain and they’re all crammed in there making each look small. And they’re all clamoring to get out!

Some of the challenges with The Smalls, either on the kitchen counter or in our brain:

  • There are MANY.
  • They aren’t just clutter.  They are likely important and require care and attention.
  • Right now, they are unsorted and un-categorized.
  • They are not prioritized in order of importance.
  • We believe that the small are important.  And we don’t want them to get lost.
  • We fear The Smalls will get lost.  We fear that brilliant blog post idea that just came to us will disappear, then we worry about that so long that it does disappear, or we forget other things while we spend mental energy on trying to REMEMBER EVERYTHING!
  • The Smalls DO get lost, and then we forget appointments, emergencies happen, feelings are hurt, etc.

Another regular participant in my Finish Lind Friday productivity sessions has used great imagery when we talk about what we plan to accomplish that day.

Imagine a room full of helium balloons with strings attached.

Now, gesture with your hands to collect those strings.  That is what she is often working on, on a Friday. Gathering loose ends, she calls it, with that gesture. Gathering them together.

And a coaching client, in our time working together, even created her own Loose Ends List, to collect The Smalls and all the other ideas / thoughts / tasks that occur to her and then require completion.

I want to applaud all four people that I have mentioned – they identify The Smalls, they identified the need to consistently collect The Smalls, and they have habits and ways to collect and deal with them.

Two Big Ideas this week.

In the interest of writing this article this week, I opened up my copy of “Getting Things Done: The Art of Stress-Free Productivity” by David Allen, thinking I needed to re-read it to write this article. And I am … proud? Relieved? Yes, those feelings and more, to find out that since I read this book many years ago, I implemented and am still doing many of the things he talks about (and he talks about them clearly and concisely and the book is totally worth the read.) And I can do better, and I will share more about this book and his process in future podcasts and articles.

First big idea, this is a great book, check it out (and I mean, actually check it out of your local library – no need to buy it!).

To get started, though, in Getting Things Done, David Allen talks about collection. How first, we need to COLLECT all the thoughts and ideas in our head and get them out of our head and into a more user friendly, time specific, prioritized form.  He mentioned, among other things, a Mind Sweep.

Others call it a Brain dump, though I find that an inelegant phrase. My friend Jen recommended Cranial Cleanse when I asked my community for a better term for Brain Dump.

Whatever we call it, Mind Sweep or Cranial cleanse, it is a great place to start.

And it requires a place to put the collected items. For me, that means my Bullet Journal first, to collect items.  Then I insert them into my master to – do list to prioritize and take action.

But let’s talk about the collecting. I no longer do a cranial cleanse like David Allen recommends, as in, an event, because it is a constant process for me – I am ALWAYS doing a cranial cleanse.

For example, when I am working or out running errands, thoughts occur to me, like an idea or a task that needs completed, and I quickly jot it down.

Because…

Have You Noticed? Another problem is that very often a thought or idea or task occurs to us at a moment when we do not have time to act on it.

This

Happens

To

Me

All

The

Time.

I have noticed that certain events generate more thoughts and ideas.  For example, when I am driving.

When driving, my brain is focused on driving but also open to outside stimuli (which is a good thing while driving), subsequently ideas often come to me while I drive.  OR while I cook, or while I’m in the shower.

This goes back to the recent podcast and newsletter that talks about If I Don’t Write It Down, It Doesn’t Exist. 

The other side of that is, If I don’t capture and collect the ideas when they occur, they continue to float around in my brain with nowhere to go, and that makes things very crowded up there with all The Smalls! 

My suggestion, then, for all of this week – the Second Big Idea – is to have a trusted place to collect the ideas and cultivate a habit of collecting them.

I love my Bullet Journal, and that will be a live webinar sometime soon to look at how to make Bullet Journaling happen for you – but the take away is that I have ONE PLACE to write things down. 

It goes with me everywhere.

It is always ready to collect the ideas and safely hold on to them. To get all The Smalls out of my brain so there is room and space to actually get some work done.

And then I have the regular daily habit of reviewing those ideas, prioritizing and activating those ideas and putting them into  my master-to-do list or on the calendar, etc.

We can’t avoid The Smalls, and really, we don’t want to.  The Smalls are where it’s at, sometimes!  The genius is in The Smalls!  But not when all of the Smalls are cramped together in our brain. 

We need the habit of moving The Smalls out of our brain and into a trusted collector. And then the habit of prioritizing and acting on them, too!  This is how we get things done.

Everything? Sure, But Not All At Once!

I was chatting with one of my Finish Line Friday participants last week before everyone else arrived in my zoom room. Not surprisingly, we were talking about goal setting for the new year. I said out loud, as a reminder to her and to me, that “2024 is 12 Months Long.”

Meaning, we have a lot of time and opportunity to make positive change and we don’t have to stuff everything into the first week.

And that really resonated with her.

Because, of course, every year is 12 months long. January, even when we try to pack all sorts of new habits and change in, is 31 days long. No more, no less.

Some years, we start out strong and believe that we need to change EVERYTHING ALL AT ONCE when the new year begins. And we set our selves up for failure or major anxiety when we think that way. Instead, let’s consider pacing ourselves.

On the other hand, I had grand plans for EVERYTHING at once when it comes to strategic planning in January.

6 weeks ago, I made sure to block out time on the calendar last week and this week for hours of strategic planning time to work on my editorial calendar, get ahead on my writing and plan my year in detail. And… as is often the case when it comes to big-picture strategic planning, more urgent issues squeezed into the space instead.

This is not to say that I am not planning strategically for the year this week. It IS to say, that I am using smaller pieces of time to do the planning. And as an aside, I will block MORE time at the end of 2024 and beginning of 2025 to ensure some sacred space for planning!

The balance seems to be, then – Everything? Sure. But NOT ALL AT ONCE!

Here goes – this week, I am working on the Qs.

I use a Bullet Journal. I have mentioned it in past podcasts and videos, but I haven’t delved too deeply. And I feel that it is time to delve deeply!

And one of the features for the Bullet Journal is called a Future Log. As we set up our Bullet Journals, we start with a few index pages (a topic for another day), and then we set up our Future Log.

I, like many others, break my year into quarters. Quarter 1 is January, February and March, Quarter 2 is April, May and June, etc.

This year on my future log so far, I have:

  • Q1, a procedure in February
  • Q1, coaching certification to complete by March 1
  • Q1, Liturgy planning for Easter on March 31
  • Q2, a wedding in Maryland
  • Q3, family vacation
  • Q3, moving my son to his college apartment
  • Q3, a trip to Massachusetts

There are also doctor appointments, presentations, client appointments and board meetings on the calendar for 2024. But those are typical items and don’t need to be in the Future Log. The Future Log and the Qs are for tracking big projects.

Working with quarters helps my brain every day.

Some of us stumble into all or nothing thinking, and that sort of thinking can disrupt our reason, our logic, our productivity and our peace.

With the Q’s and the future log, I have a consistent and reliable place to park ideas that are AMAZING but that do not need to be worked into today’s plan or this week’s, or even this month.

Yesterday, I had a meeting with my social media manager. We are working on a big launch for Q1, but then she asked (without knowing what this week’s topic was going to be) if we could look at Q2 and beyond as well. YES!!

We don’t want to lose track of the good ideas we have, but now or even this quarter may not be the time to tackle them.

I have a big project for a professional organization I am affiliated with that will take time in Q1 and Q2, so any other big projects will need to be planned for Q3 or Q4.

I also look back at last year’s Q’s, the plan for each quarter and also the list of things I completed. And I can learn from that, as I plot my Qs for this year as I look ahead. For example,

  • Last year, especially in the second and third quarters, I was helping my mom downsize and move to her new very cute apartment. I will not need to do that this year, as she is already settled. More importantly, my son and his wife got married the end of September! Amazing, but also not something I need to plan for again this year!
  • On the other hand, also 3rd quarter last year, we spent a lot of time with one of my sons and his friends at the lake, and that was awesome, so I should make note now on my planning for July to spend weekends with them, if they’d like.

We can zoom out from the day-to-day or even week-to-week planning, and look at our year in broader strokes or as a bigger picture. We can pair up what we want to accomplish this year with the time that we have available. We can cut ourselves some slack and recognize that we can accomplish great things AND not wear ourselves out and doom our goals before we even begin by pacing our work and our energy for the longer term.

We can let our ideas flourish by giving them a resting place until we are ready to act on them.

Consider your 2024 Qs this week and this month, and set yourself up to succeed in 2024!

Let’s Get To Know “Time Blocking”

I am writing this content on December 26th to be published the first week of January.

I have high hopes for getting some tasks done today while also staying in my jammies and eating Christmas cookies. ( So far so good.)

At 6:30 am, I opened up my laptop and my task-list, after a very busy 4 days of wonderful Christmas revelry. 

Those days really were wonderful.  We celebrated with friends and family in multiple states.  I am so blessed.  I have so many amazing people in my life.  So very blessed.

And now, today I need to make progress on some neglected tasks.  Two professional tasks specifically, writing this podcast content and working the infrastructure for my subscription service. I need to send out emails for two different ministries that I run, and I need to get my house back to normal before more houseguests arrive tomorrow.

At 6:30 am with my first cup of coffee, I had identified those are my Focus Areas today. Then, I looked at my schedule for the day. I realized that with the people sleeping in my house right now, that house tasks and making noise should probably be an afternoon and evening endeavor.

I need to head to the grocery or place a grocery order, but that entails tidying the fridge and freezer and asking questions of the still sleeping family members, so this too is relegated until after noon.

The professional tasks are more time specific anyway, with two appointments with my assistant and my podcast producer this morning.

I looked at the transcription service that I use to turn my road-trip recordings into text so that I can edit it and publish articles.  And it isn’t working.  And I was less than excited about the topic I had chosen for today anyway.

So when I checked in on my editorial content calendar, I re-committed to my plan to talk about Tools in the Productivity Tool Box in January. 

And I moved my meeting with my social media guru to tomorrow to focus on writing podcast content this morning.

In doing all of those things, realized, that since I am using Time Blocking to make things happen for myself today, I should write about it for all of us!

Time Blocking = Batch Work = Time Chunking

Time Blocking is looking at the time we have in our day and our week not as just a blank white canvas, but instead, as opportunity divvied up into bite size pieces.

It is assigning important work that needs done today and this week to the time we have, instead of hoping that we can cram it all in without a plan to make that happen. It lets our brain work on one topic or category at a time. Because, my friend, multi-tasking is a myth. 

All projects are comprised of a series of smaller projects.

I can realize some flow and economies of scale when I work on similar tasks at the same time.  When I work on my bookkeeping tasks, I open Quicken, my client hours spreadsheet and PayPal.com, and I can toggle between those three to get things done.

Another great thing about time blocking is that it dictates what we ARE NOT working on right now. I find this very important.  It would be soooo easy to get off track, react to an email, start on a personal or house project and disregard my time blocking and tasks lists!

Time blocking creates urgency within the block, a series of mini-deadlines throughout my day, which helps me to stay productive. For example, today, with it being a holiday week, it is a less structured day with fewer actual appointments, but time blocking helps me to make appointments with myself.

I didn’t realize that other people don’t work this way. I definitely credit my use of this strategy to being a business owner, and working my own professional and personal tasks in around client appointments.

For example, on a given Thursday,

  • One client appointment is in-person from 8:30 am – 11 am and is a 10 minute drive from my home.
  • Then I have a short break for my drive home and some lunch, then I have three virtual client coaching appointments from noon to 3.
  • Those are my paid working hours for that Thursday.  And the time I spend with my clients is focused solely on that client.  
  • In addition to my client hours, however, I also have MY work. 
  • I chose Thursday as an example, because on Thursday, I take care of bookkeeping tasks and Speaking Engagement tasks.

Realistically my schedule for that Thursday could look like this:

  • 6 – 7 am Personal Block: Morning routine, prayer, exercise, shower and get ready
  • 7 – 7:20 am Maintenance Block: make my bed, wipe down the bathroom, start laundry, tidy kitchen while taking my vitamins, making coffee and my lunch
  • 7:20 – 8 am Admin Block: checking email, texts and my social media accounts before I leave
  • 8 – 8:30 am Load up my self and driving to my client
  • 8:30 -11 am Work with client
  • 11 – Noon, drive home, eat lunch, check in on texts and emails, take a brain break
  • Noon-3, 3 hours of coaching calls. This is my paid time, services delivered, billable hours
  • 3 – 3:15 pm Take a break break, grab a snack. Then I start MY WORK:
  • 3:15- 4 pm MONEY / Bookkeeping: Look at work log, send out invoices, update quicken for deposits and spending, create invoices for upcoming speaking gigs and send those out via email
  • 4 – 4:30 pm  Speaking:  Send out emails to site coordinators to confirm upcoming events, share upcoming events on my social media accounts
  • 4:30 – 6 pm Speaking: work on new presentation content, power point presentation and handouts.

There will probably be a little more work later, too, but that may be personal in nature at my laptop, like reading articles of interest, meal planning.

What I just did there was time blocking, or time chunking. I pair up the high priority tasks that I need to accomplish today with the available time I have to complete them.

The first step of Time Blocking is more than just the first step of Time Blocking. And I say that with a smile.  Time Blocking is a great tool to get things done, AND it requires some ground work that we have already covered in my articles, podcasts and newsletters

The ground work for time blocking is:

  • to review our calendar for the day and the week;
  • planning, and also flexibility in planning;
  • to prioritize our important work; and
  • to know our focus areas and what is important to us.
  • Time blocking requires, but also helps us create realistic time estimates – knowing how long our tasks actually take.
  • If I am struggling with overwhelm or with prioritizing, I may go so far as to assign 5 minute increments to the tasks on my to-do list, to determine if I can feasibly tackle the tasks in the block that I have assigned them to. Time blocking requires but also fosters the understanding that all projects are comprised of a series of smaller projects.

To Review, Time Blocking helps us get more done. More importantly, it helps us get our high priority work done. We start with looking at our day and week and at our high priority tasks. We group those high priority tasks into batches with similar themes, we assign those tasks to the time you have available this week. And if you’re currently saying – I have NO TIME to work on my high priority tasks this week, then it is time to be flexible!

Give Time Blocking a try!

Rest and Refresh This Week To Start 2024 Strong

Last week, I took a short road trip to pick up my youngest son at college for his Christmas Break. He will be home with us for a month. I take a lot of road trips, since my sons and family are sprinkled around the Midwest, and if it’s a solo drive, I have a plan to use my travel time effectively. One of my activities on last week’s trip was to listen to my most recent podcast episode.

Yes, I do that. Consider it quality assurance. The other part of that us, I like my podcast. I like the format, I live the positivity, I like the message and the length. In truth, I want to find and listen to more podcasts like mine.

First, I listened to the most recent EP Podcast, hosted by my producer Chris. Then I listened to my most recent episode and I talked about prioritizing our tasks using the Eisenhower Box. Then I moved on to The Daily Fire from Brendon Burchard through his Growth Day App, of which I am a member.

And that day’s episode? This multi-million dollar professional speaker and author and personal development expert? He was talking about… the Eisenhower Box. (For the record, my episode came out on Tuesday that week, and his didn’t come out until Thursday… just saying…)

He’s talking about the Eisenhower box. He was talking about prioritizing! And many of his ideas resonated, but one specifically stood out for me, and I need to share.

He mentioned that this time of year is so busy, and that we need to take breaks so that we don’t start our new year exhausted.

Yes.

That.

So we don’t start our new year exhausted.

Lately, I have been eluding to this idea, but I don’t know if I have been specific.

In the past few weeks,

  • I’ve talked about maintaining our healthy habits in this busy time, how it’s more important than ever to do so.
  • I have mentioned a few ways to handle productivity and self care in this very busy season.
  • We’ve looked at how to get things done when all the world is a distraction and also how to incorporate some holiday joy in there, too.
  • In terms of getting things done and also taking care of ourselves, I have suggested delegating what we can delegate to others, or deleting unimportant tasks completely.
  • I suggested starting your January list, for ideas that are good but that we don’t have time to tackle in December.

We’ve covered all of those topics in December, and so let’s get clear on the end goal. If I haven’t been specific enough, the goal is to survive this crazy season, obviously, and also to Thrive.

Survival, okay, survival is essential, right? We’ve got to survive, but also to be ready to thrive if we’re not already thriving. 

We want to set ourselves up to succeed, and not just around the holidays. We’re taking care of ourselves and getting things done, personally and professionally, so that we aren’t behind or exhausted or feeling ill or depleted when January arrives.

Survive the holidays and maintain a level of health and well being and happiness, and joy and to do all those things.  Because, the job isn’t done on December 25th, or December 31. Life continues. 

What I’m hoping we all can do is not only survive the holidays and maintain whatever level of health and well being and productivity we seek, but also thrive. Flourish. That is next level, right? That is actually making progress, in addition to survival and maintenance.

I know that’s a lot to ask. I am not suggesting to tackle a huge work project, start a rigorous work out routine, or any other unrealistic expectations for these holiday weeks.

What I am hoping for all of us, is that we have some opportunity this week, this last week of the year and maybe the first week of January, while the world is still in holiday mode or the schedules are still a little different that other times of year, to rest, to dream, to enjoy, to thrive. 

Spend some time looking at the lights, drinking cocoa in your pjs and listening to Christmas carols (because the 12 Days of Christmas are the 12 Days AFTER, not the days before). Spend time with your 2023 planner to revel and take note of your successes accomplishments.

And spend time with your 2024 planner, to dream. Dream some dreams for 2024. Set some goals.

Let’s take some time to revel, to bask, to meditate, to sleep in. One strategy I have to get things done around the holiday is to get up an hour earlier. I am really looking forward to re-setting my morning alarm to 5:30 or even 6 am.

I look forward to maybe a couple of days when I don’t have to hop right up and head out to a client appointment or start a call. I look forward to having only one or two things to think about instead of dozens!

I love my clients, I love the service projects I’ve completed in December AND It will be nice to slow down and rest and revel and refresh.

Let’s take a few moments or days to survive and thrive. Because we likely need to, but also to start out the new year strong and rested and calm. M and bright eyed and wide eyed. That’s my hope for all of us. Let’s be as intentional with our rest and recovery for a little bit as we have been for our productivity and to-do lists.