“Activation of Prior Knowledge” (Sounds Cool, Right?)

In education, at least in this country because of summer vacation, there is the phenomenon of the “summer slide”. The summer slide refers to students forgetting stuff over summer vacation.

Students are in school for 9-ish months and they learn A LOT! And then, they take 2.5 months off for summer vacation, which is great, but they forget things in those 2.5 months.

Instead of receiving daily or weekly reminders and opportunities to use learned skills, they lose those reminders and opportunities so the skills get a little rusty. Without constantly accessing that information, it can feel like they are losing the information or skills.

Educators, and other people that are much smarter than me who know these things, would argue that the information isn’t lost. Students might forget they know it. It’s not lost. But they, and as we apply this idea to us, we, may need to remember how to retrieve it.

When we learn, we receive new information in our short term memory and then, through repetition and brain processes, our brain converts it to long term memory. I have talked about learning and repetition before, for example, in my “I Am Statements” article and episode.

We put in the reps, we put in the time, we build skills and work with the information, then the information gets cemented. It becomes part of us. But like when kids are out of school for a few months, they and we might get out of the retrieval habit.

Let’s face it, we all can get out of the habit of retrieving and using the information that we have learned.

When a student is starting let’s say 5th grade, the teacher can assume a few things. They can assume that because the student is starting fifth grade, the student has successfully completed learning all the things that you needed to learn to finish 4th grade, and all the grades before. We believe that we can make that assumption. There have been building blocks, some foundations laid.

It’s not as if your new fifth grader is going to review every moment of pre k, kindergarten, 1st, 2nd, 3rd and 4th grade. It doesn’t work that way. However, in the first couple of weeks in a school year, in many classes and subjects, what needs to happen is something called activation of prior knowledge.

Activation

Of

Prior

Knowledge.

Your student needs to be reminded that their brain knows stuff. They have used math, of course, all summer (because we really do use it every day), but they might not have needed all the facts since June, and now they need them again. They might not remember that they know the details of that particular science concept or that particular social studies concept or how to write a book report, etc.

Therefore, in the first few weeks of school, in addition to introducing new information, there is an activation of prior knowledge.

What does that mean to us as adults? Because guess what? Not just 10 year olds need to have their prior knowledge activated. We do, too. Very often when we decide we need to make a change, we think that we must start over, recreate the wheel, make big sweeping change. And we don’t have to.

We know stuff, even if we don’t remember that we know stuff. And sometimes we need to activate prior knowledge. Activation of prior knowledge for us might be returning to healthy practices that got ignored or abandoned over the summer, for example.

Yes, that is a possibility!

I might not have to start over from scratch on habits, but I might have to remind myself that “yes, even though it has been a while, I know how to do this”. I know how to eat healthy, get exercise, whatever those routines are that we want to re-boot.

For example, I’ve been on this sabbatical while recovering from a procedure. Because of it, and this is weird, I was not allowed to work out in the three week after my surgery. No over-exertion, no lifting of anything more than 8-10 pounds, etc. Yep, that’s a thing.

And, at the end of the three weeks, I will activate prior knowledge and say – “you know what, I had a good routine around those things, and then it fell away. I just need to get back to it”. Thinking back, I was using my maxi climber machine five minutes a day, I would take a walk 4 of 7 mornings in a week, and when I didn’t walk, I would at least stretch and do a short meditation. How about instead of re-creating my routine, because we never truly need to start over, I just re-commit to what has worked before that I just couldn’t do for a few weeks? I am much more likely to succeed if I start there!

I know how to do this and it’s time to activate prior knowledge. is. So let’s get back to it, right? I’ve done this before so I know it is do-able.

Another example, I had a great habit and rhythm for meal planning. At the beginning of the year, I would cook two or three meals on a Sunday, and then I wouldn’t have to cook for the rest of the week because our weeks get really busy. This strategy was helpful, and it made life easier. But as soon as we started traveling this summer on the weekends, that all went away. And that’s okay, because we’ve had great travels, and I’ve been exactly where I needed to be to help family members. And now as the seasons change again, I want to return to that habit. I want to activate that prior knowledge. I know how to do that, I liked it and it was so worth it. Let’s remember how to do that.

For many of us, our brain seeks novelty. So it would be really tempting for me to say, ooh, I need to completely change and do something radically different to enable my brain to get the dopamine hit it needs. And I will buy new accessories to do that new activity, and spend hours and hours learning how to do it and there will be a steep learning curve… etc.

But, I can also remind myself I will succeed more quickly if I make what I know already new again, right? That could be the activation of prior knowledge. I don’t have to keep going for new, new, new. I don’t need to take up yet another habit, I don’t have to solve the problem in a different way. I don’t have to do that. I can activate prior knowledge and redo what I already know works, but it’s recommitting to it, so it’s new again, which is actually pretty cool, especially if my brain is seeking dopamine.

To recap,

We know things. Like a grade schooler moving from 4th to 5th grade, we need to get back in the habit of learning and we need to remember what we already know, as a foundation for learning even more things. We can learn. We have the capability. It lives in us. Hello, coaching.

Prior knowledge lives in each of us. We know this stuff. We just need to remember that we know it and we need to activate it. We need to reapply it, we need to recommit to it.

We might have fallen away. And maybe we do want to change things up a little, make things look a little different.

As students go back to school and spend time the first couple weeks activating prior knowledge, we can also spend some time this week and this month activating prior knowledge.

Let’s remind ourselves what we know, what our best practices can be, have been, can be again. My challenge to you and to myself this week is to consider all the different places this idea can apply. It might not be math or social studies or science or in the classroom. There’s other knowledge, other prior knowledge we can activate. But let’s think about that. We don’t have to relearn, we don’t have to reinvent the wheel. We already know stuff because we’re smart. Let’s remember what we know and activate that prior knowledge, get ourselves back on track, or even on a new track, and make things happen.

(Sounds Cool, Right?)

How To Arrive On Time

August is a great time to recommit (or finally commit?) to getting places on-time! I have written often on this topic, so if you want to hear more, head over to my blog and search for time management strategies, or check out my past episodes.

Over the summer, a community member asked me to write about how to get places on time.

And I recall a client and friend asking me very early on in our working relationship very earnestly “How Do You Get Places On Time?” And then she looked at me and said “No, really – HOW do YOU get places on time?” She shifted it from asking for broad global tips for time management down to how did I, Colleen, actually get to her house on time that morning. She and I were both working moms with small children at the time and she wanted specifics! So, we worked on that together!

Relatedly, we were having a conversation about this at a family event recently, about how different family members or even sides of a family can have much different views on what is “on time”. And we discussed which family members will arrive early (yes, I have those family members) and which family members we need to tell that the party starts half an hour earlier than it does, so the rest of us can eat before the food gets cold! (I have those family members, too.)

Let’s get to it!

To get us started, I will use me as a case study because then I don’t have to ask permission! Here is how we do this. For a timed event over the weekend, my husband and I confirmed with each other and checking the text from the host as to the official start time of the event, and we decided we wanted to be there as it began, so let’s say 2 pm. We looked at the rest of the agenda for the day which was pretty light because it was a Saturday. We debated running the errands we needed to take care of on our way to the event or knocking them out first thing in the morning instead. And then, knowing how long it typically takes us to get to the event location, we agreed upon the time we needed to leave by to get there when the event started (On-Time).

Let’s break that down into simple steps. And as I wrote this, I realized it could be a top 10 list! So here we go!

Tip #1: To Get Places On-Time, we first need to discuss, what is “on time”, for you?

Because here’s the thing, that is not up to me. I can’t tell you want your own policies should be. But I can tell you that if you want to get better about Getting Places On Time, these are the questions you need to ask yourself. A long ago little league coach taught my oldest son that early was on time and on time was late. That verbalized a guiding principle for me!

Tip #2: Check your notes!

We need to know the event details, like start-time, and determine what time we want to arrive. Different activities require different strategies. For example, you may want to arrive…

  • 15 Minutes early for a doctor appointment when you know there will be forms to fill out;
  • 15 minutes early, at least, or as arranged, for a speaking engagement, for example, where I am presenting, to assure the event coordinators that their speaker will be ready at the agreed upon time;
  • Fashionably late (half an hour after start-time) for a graduation open house;
  • 5 minutes early for dinner reservations;
  • Exactly on time, like me for a client appointment. Arriving too early to a client appointment where the client struggles with time management can cause the client undue anxiety, as can arriving late for the appointment and for the same reasons.
  • And very specifically, early for events we must be on time for, like flights or trains that will not wait of us!

These are examples of when we need to answer the question of “When Do I Want To Arrive?” Get in the habit of asking yourself that question.

Tip #3: Understand and determine your Leave Time

Do you leave your door and you’re on your way? Or do you leave your door, wait for the elevator, take it down 11 stories, go to the parking garage, wait in line to get out and …. THEN you’re on your way? That seems an extreme example, I know. But it highlights how different our concept of time can be! I know for myself, I have a 2-3 minute process between leaving my back door and leaving my garage. So if I want to be on time, I need to factor in those invisible 3 minutes to my total travel time. And, if there is even one more person in the Leave Time equation, either at home or at work, it is likely the invisible minutes will increase.

Tip #4: Know your usual travel time, and then add 5 minutes. Or more.

Tip #5: Use GPS

Use GPS on your phone to navigate to even your usual destinations. This may sound silly, but if getting places on time is a challenge for you, perhaps it is time to try new strategies! I use GPS on work days all the time, especially if my drive is anything over 15 minutes, because my GPS will alert me to any snags, slow downs or trouble on my route. I have a client I visit one morning a month, and due to tollway construction, my travel time to her home varies widely and occasionally doubles from trip to trip! I always check the GPS early that monthly morning, to factor in any changes in my commute. If I am just out and about, running errands and not on the clock, so to speak, then I don’t need to use my GPS.

Tip #6: Have a plan for putting gas in your car.

Again, seems simple, I know. But hear me out – have a schedule or routine around filling your tank and not just when you need it. And not in the morning. Because, no you will not remember to leave early and instead you will hop in your car to get to work or your next appointment and realize that you do not have enough gas to get you there, or there and home. So dedicate a few minutes on a weekly errand day, or pick a favorite station near your house and make a habit of checking your gauge as you drive by and make a stop if you have a quarter tank or less.

Tip # 7: Consider the time needed upon arrival.

Imagine with me – your GPS has guided you to your location with ease, and you arrive a few minutes early – way to go! And… then you realize that there is only street parking (welcome to Chicago) and you have to drive around the neighborhood for 20 minutes. Or there is a parking garage, or a line for security, or any number of invisible minutes ticking away. Remember to factor in the extra wait time when you arrive, or the additional 5 minutes of walking or waiting for the elevator, etc. to your Get Places On Time formula.

Tip #8 Use a bag.

Again, hear me out. I remember sitting in the high school drop -off line with my youngest son and we would watch the kids in the cars in front of us slowly get out of the car with a shoe – just one – in one hand, a breakfast bar in the other, and 4 or 5 other loose items like a binder or chromebook, coat, the other shoe, etc., tucked in the crook of their arm. Which of course could (and occasionally did) all fall to the ground at any moment, especially when they reached back in the car for a few more loose items. More than once, we sighed with impatience, and discussed how much smoother the process would be if the kid had a backpack and actually used it. The tip, then, is to corral loose items and put them in the bag before you arrive at your destination.

Tip #9 Get Where You’re Going and THEN Relax

There are days when I could stay in my office and send off one more email, or text one more client, or read one more article. OR… I can leave now and take care of those tasks when I have arrived at my destination. My habit is to get out the door, and then take a few minutes when I have arrived at my destination to take care of those tasks. And if my travel takes longer than expected, I can tackle those tasks another time today.

Tip #10 Have a back-up plan.

All the time. We went to the White Sox game last Monday and we took the Metra. We factored in start event details and when we were meeting our friends, and planned for the train but could also have driven if the Metra idea fell through. Public transportation, car-pools, alternate routes, Uber, etc.

Give one or all of these tips a try!

Change Your Perspective From “Have To” To “Get To”

I haven’t shared this yet, but when this article and podcast episode drops, I will be recovering from another Mohs Procedure to remove a basal cell carcinoma from my ear.  Did you know that all the ins and outs and ridges on your ears have names?!  Specifically, I will have a carcinoma on my right tragus removed. Basal cell carcinomas are annoying but not as worrisome as other diagnoses, so I promise, I am fine. But, just like back in February when I had a similar bump removed from my nose, I am limited in my activities for three weeks as I recover.

If you know me, you realize I don’t do “limited activity” well. 

But I am working on it.

Back in February, I was overly optimistic (delusional?) about how I would be impacted by my procedure. I read the instructions, listened to my care team and studied up on-line. And I was still convinced that even though the instructions said I would need three weeks to mend, surely I would be fine in a few days, maybe a week, tops.

Ha. Man plans, God laughs.”

The February procedure was far more extensive than anyone expected, I was at the office for 12 hours instead of three and I came home with major swelling, a much longer incision than expected, two black eyes, etc. I needed every day of those three weeks to get better.

I have every belief that this week’s procedure will be straightforward, uncomplicated, etc., but I am also realistic in my expectations. And I now understand that three weeks means three weeks.

Relatedly, this recovery time with the required slowing down / no heavy lifting / no overexertion means I can’t do in-person work, and so I get to do some things I don’t have time to do in my busy typical day-to-day life.

Which brings me to today’s topic.

My husband and I had a conversation with one of his co-workers, and the co-worker said he was looking forward to sneaking in a run after work.

Looking forward to. Making time for. Even after a full day at work.

I really appreciated his perspective. He doesn’t feel he HAS to go for a run, he considers it a privilege, a perk, a GET TO go for a run. GET TO, not HAVE TO.

This week, I want to ask – What on your to-do list could benefit from this shift in perspective? I have been asking myself that question lately. What tasks have I been neglecting? That I really want to get done, but I just haven’t had the opportunity? What are some tasks and projects that I GET TO work on now, instead of waiting for the more emergent HAVE TO, or maybe not doing them at all?

I had the idea for and started writing this article a month or two ago. The idea started around the phrase “It’s All Good”. I use this phrase often. Because truly, it really is all good. Even when there are loved ones that I am worried about and work that I need to do and highs and lows in my community and our world, at the heart of it, at the heart of me, I’m doing ok. God will provide. It’s All Good.

The “Good” is not the question here. It’s the “All” that trips me up some days! Meaning there’s just too darn much sometimes! And I was reminded of the process when I talked it through with a client, let’s call her Jane, last week when she was talking about “all the Post-it notes, all the tasks, all the everything!” that she feels like she needs to catch up on. (I can relate, how about you?!)

She and I discussed that her current amount of work is not her typical amount of work. Her strategies that she usually uses aren’t broken, there just happens to be a backlog. She has some catching up to do and also wants to make sure she is doing the right things, right?

And, she is overwhelmed and everything feels like a HAVE TO. Not a GET TO. She could just work and work and work and she just mired down in the HAVE TO’s and other daily minutiae? She feels there is no break, there is no fun or joy, and the drudgery keeps her from getting things done. And, she realized that needed to change!

So, we flipped the thinking on its head. What tasks could she look at differently? What GET TOs could she create, what could she recognize as positive, goal-supporting, Jane-supporting activities, and look forward to these activities with excitement instead of dread? Could she block out time at least a couple hours a week to focus on the GET TOs? 

So, what does that look like for you and me?

You have all heard me speak about time management and productivity. To review, I’ve talked about knowing our Focus Areas, setting goals, prioritizing our tasks, positive self talk, matching up our available time to the tasks we need to complete.

And all of these strategies come into play this week for me. I am identifying my GET TOs, the tasks that could use a shift in perspective to get them done, and also the long neglected tasks that need the shift in perspective to move them up the list in priority!

In these recovery weeks, I started with my Focus Areas. I looked at my 2024 goals, and also my goals for the third quarter. I looked at what else I still want to accomplish in 2024, and what of those accomplishments require a slower pace and more available work-from-home (no heavy lifting!) to actually make progress.

We don’t always have these opportunities to work on GET TOs provided for us, like my mandatory down time, so it is wise for us to identify our GET TOs now and squeeze them in whenever we can!

By the way, some of my GET TOs for the next few weeks include (yes, of course there is a list):

  • making progress on my non-fiction reading pile;
  • logging in to NAPO and inputting all of my continuing education units for recertification (not due yet, but it will be great to have them done!);
  • taking more CEUs in the form of recorded webinars;
  • order wedding photos from my son and daughter-in-laws wedding last Fall and my niece’s wedding this past May;
  • swapping out my closet for Fall and ordering a few items;
  • reviewing my business expenses for 2024 so far, eliminating recurring expenses I no longer need to make, and cleaning up Quicken.

I am pleased to say I shifted perspective on a HAVE TO project this past week to a GET TO, and I got it done yesterday. Woot woot! I put it in positive terms in my head, I thought about how great it was going to feel when the project was done, I thought about how having it done was going to help a lot of people around me, and I made it happen! GET TO, not HAVE TO.

Is there one or two activities you could work into your day that are already GET TO’s, instead of HAVE TO’s? Choosing a little less TV or streaming, a little less doom scrolling, a little less mindless anything to replace those activities instead with something that would raise you up? I stayed in bed and read a book for a little bit this morning, my husband and I completed the New York Times games together, I put away copious amounts of laundry that I did yesterday and then I took a walk on this sunny but cool morning. All by 7 am. Those are easy GET TOs for me. And I want more of those.

And, are there neglected tasks on your to-do list that could use a boost, a re-direct, a shift in perspective, to look at them as a GET TO, instead of a HAVE TO?

Let’s try a shift in perspective this week – consider it a GET TO, not a HAVE TO!

Multitasking Is A Myth, Here’s a Different Strategy

I don’t know if I’ve ever said this in a blog article, and I’m pretty sure I haven’t said it in a podcast episode, but here is a bold statement.

Are you ready?

Multitasking is a myth.

And I am saying this as a person who spends most of her days doing what looks like multitasking. The real irony is that I started writing this content while driving (I record it as a voice memo to transcribe later), and now I am editing it while hosting my Finish Line Friday productivity session. Looks like multitasking, but it isn’t.

And here is the thing: when we think we are multitasking, we are really switchtasking. This term was first introduced to me by Dave Crenshaw, just want to give credit where credit is due.

Unless we truly are just walking and talking, or watching TV and eating popcorn, or riding in a car and watching the scenery, our brain is actually switching back and forth between tasks.

So the point is, multitasking is a myth. Our brains truly are not capable of doing multiple things at a time well. We can’t do them well. At least, depending on the different tasks, right?

Perhaps I can drive and also take a call, but I’m not doing either task then as well as I could. And certainly not in a congested area where I also need to pay attention to the navigation a little bit more closely. So I absolutely end calls with people, or I just don’t answer my phone, because sometimes, yes, I recognize that my brain can’t necessarily do two high focus things at once.

It’s not that we can’t do multiple things at once, it really depends on the complexity or severity or the type of action.

I can chat with my husband while we take a walk. I can cook and listen to music. I can wash the dishes or clean the house and talk to somebody on the phone. We CAN do multiple things at once. However, with high level thinking and focus, we cannot multitask. What is occurring in your brain, again, is switch tasking. Switch tasking is what it sounds like, switching our focus. And every time we switch our focus, we have to refocus on the thing in front of us, and then when we switch back, we have to refocus again on this new thing that we’re focusing on now.

Now, I don’t know about you, but I know that there are some days that I can focus easily and switch easily, and there are some days that I cannot switch easily or refocus easily. And what that means to me is that my capacity to focus is a limited commodity and can be used up over the course of a day or week. Like energy and time and decision-making capacity. Those three things, too, are also needed to get things done and are also finite resources that can get used up, more quickly on some days than others.

My ability to switch and re-focus is finite, and may be affected on some days by external factors like my quantity and quality of sleep the night before, or how noisy my work space is, or how often my phone is chiming at me with notifications.

Switch tasking requires focus, energy, brain space or bandwidth, whatever you want to call it. And uses these up faster than just regular tasking, if that’s a word. There may come a point, some days earlier in the day than others, when we can’t switch-task successfully. We are not as productive as we want to be, or should be.

We can spend all of that focus and energy and time, and then it’s gone. We can deplete the well, we can empty the wallet, we can use all the water in the jug and it’s empty. We won’t have more until we take a break and replace it somehow. We can switch back and forth, but at what price? What’s the cost?

There is a better way. We can, at least some times, focus fully on what we’ve got going on in front of us and similar tasks so our brain doesn’t have to keep switching. Yes, lets work on that. So we can get more done and more importantly, we can get things done without completely depleting our brain!

Recently with a client, we were discussing Batch work. She has a lot of different tasks that she needs to take care of. Don’t we all? There are things that need to be done, and the sheer quantity of tasks is overwhelming to her, AND the variety of things is also overwhelming to her. And right now, she only sees them all together. She’s not seeing them prioritized, she’s not seeing them categorized, she’s not seeing them in any of those ways. And so that means it’s even more overwhelming.

And at this moment, for a couple of reasons, she is depleted of energy and bandwidth already, and she is finding it very difficult to get things done. We worked on papers together, and recognized, too, that her papers are a representation of the tasks that need to be completed. Papers are also time management, in this case, especially. She might have a medical bill that needs to be paid, but she also needs to call the doctor and ask a question. Each piece of paper represents a couple different things for her. She was seeking a way to categorize broad categories of the papers and actions because she know multitasking wasn’t working and categories made more sense, especially at this moment.

So we talked about batch work. We talked about grouping similar papers and therefore tasks together like putting all the bills to pay in one place and then putting a date on the calendar or an appointment on the calendar for a couple hours every week to get the bills paid. Or, how she has follow-up tasks for a legal challenge that she’s got going on. And so she needs to put an appointment on the calendar every week for making calls or following up until progress is made.

Batch work can occasionally offer synergies or economies of scale. Meaning, when we group the tasks together, they end up taking far less time than they would if we did each separately. For example, reviewing the legal papers and making one call to the attorney and asking multiple questions at once saves time and money.

Having these tasks, or similar tasks, is inevitable. How do we do them better? How do we do them with less stress? How do we do it so we’re not depleted at the end? How do we set ourselves up to succeed?

Because, let’s face it, it’s possible that we switch tasks so often in a work session that we never actually accomplish or complete anything! We feel like we’re working like crazy, but nothing ever actually gets done.

Done. Done! Yeah for Done! If we are working towards Done, or Accomplished or Completed, let’s think in batches. We can do things so they’re actually all the way to done.

Conversely, we can also do batches of work in an assigned time and say, that’s good enough. We can get as done as we can for today and then move on to a different type of task. For example, I don’t get to sit and do 12 hours of money and bill paying in a day. It doesn’t usually work that way.

What is more useful to me instead is doing a batch of home maintenance tasks in the morning, like starting laundry and the dishwasher, after a batch of personal hygiene tasks like taking a shower and brushing my teeth.

I may remember, while showering, that I need to pay a bill but I will not be writing checks while I’m in the shower. We can see that is silly, but we absolutely try to do those kinds of things at the same time. So let’s not do that. Let’s do one thing, or one type of batch of things until they are done right.

The personal hygiene tasks, then I am done and ready to move on.

Then house tasks and then I am done. Then a handful of kitchen tasks like make my coffee, take my vitamins and pack my lunch. Those are all batches, and they’re obvious, so lets look at the rest of our tasks in batches as well.

Instead of switch tasking and asking more of my brain than I need to, than you need to, we can put those different tasks that we need to accomplish together in batches and just think bill paying tasks or money tasks or house management tasks.

In my company, I have four different focus areas or income streams. I will batch all my speaking engagement tasks together – following up on upcoming presentations, printing copies of my handouts, sending invoices. Then, with my calendar on my screen, I’ll batch client scheduling tasks and emails. Then I might shift to writing and content creation tasks, whatever those look like. But instead of having to switch back and forth and manage my focus like that, I can do all of those different things in a batch. I don’t have to keep switching my focus and my energy. I can save that for other things later in the day, or I can just do them with more ease. That works both ways. And I’m more likely to actually get things done with a lot less stress. And isn’t that what we’re working towards? I know it’s what I’m working towards.

Let’s recap:

Multitasking is a myth. Sorry.

Switch tasking is real and doable and can be useful, but may also use up our focus and energy and other resources faster than regular work.

If you’re tired of switch tasking and / or want to give another strategy a try, experiment with Batch work to work with your brain and help you get more done with less hassle.

Give it a try!

The Daily List Right In Front Of Me

I worked with a new client recently. It was truly a pleasure to meet and work with them. It is great to meet someone who, like many of us, is already on this journey to more intention, more productivity, to figuring out what it is they want to accomplish today and also in life. And who is ready to try different tools to help them do that.

Maybe you have the exact perfect tools to help you do exactly what you want to do, and that’s awesome. Good for you. I love that for you.

I’m there, too, but I’m also always looking for new ideas because I try them out for myself and collect those ideas and share them with all of you, my community.

I worked with two productivity coaching clients this week in their work spaces.

One client realized for themselves in the last month that a daily to-do list could help them get more done, so they are exploring a daily list. This person is a graphic designer, and they created their own visually appealing daily one-page. The list is not too structured. There were check boxes and empty lines so they could write their lists of tasks and projects and intentions and make it completely different for themselves every day, depending on what their day held.

Their process includes printing tomorrow’s form today and taking a few minutes to jot down tomorrow’s plan as they wrap up today. Doing this ahead of time means they are more likely to capture tasks they want to complete first thing in the morning, or perhaps there are timed events on the calendar already that they want to remember, like “8 am, take kids to school”, “10 am, Zoom call with potential client”, “Noon, physically create that product or buy supplies, etc.”

For this client, they also add personal stuff, like take a shower, start some laundry, stop at the grocery, make dinner. You know, the things that we have to do in life.

The other client I worked on the Daily List with is further along in her business and her productivity coaching journey. She has consistent, well established and supportive routines around most of her personal tasks, so her Daily List is specifically for business related items. Many of these items are hosted on digital to-do lists, too, or shared with her assistant, but this client really values this Daily List “in [her] face ALL THE TIME” to keep her on track. (I know she is a listener, so she’s going to know I am talking about her).

And this client and I have worked together over time. She is an established business owner and has figured out more processes and systems. Her personal tasks and routines happen consistently, so her Daily List is for items like: team management and helping the team members to thrive; strategic planning and big picture planning for the company; working with her assistant to plan the week, etc.

When I was first starting my business 21 years ago, I had a wonderful mentor who was already an established professional organizer, Pamela. She shared with me then her daily one-page planning sheet, with areas for calls to make, personal metrics like exercise and water consumption, appointments, tasks, etc. I used a similar form for many years. Now, I use digital tools and reminders, but a good list in my bullet journal – in front of my face – is sometimes what is required for me to get things done on a busy day!

What do all of these people and strategies have in common?

  • Many of us benefit from having visual and tangible reminders in front of our faces!
  • We recognize the value of carving out time today to plan for tomorrow.
  • We make sure to check in with today’s list multiple times a day to keep us on track.

I want to dive a little deeper into a few more important characteristics of the Daily List that will help you succeed.

Realistic Time Estimates.

With one of the recent clients, we discussed realistic time estimates.

I know I have spoken about realistic time estimates in other podcast episodes and articles. It is very important to identify just how long regular tasks take. For example, I believe I take quick showers in the morning. With this article on my mind this morning, I decided to actually time my shower. And if “quick showers” means 5 minutes or so… well, it turns out I DO NOT take quick showers. Or, I take two quick showers, meaning this morning’s shower was more like 10-12 minutes.

Please don’t judge.

But this is useful information. I can use it to form my plan for my day. If someone says “Let’s go do that thing” I can say that realistically, it will take me 20 -30 minutes to get ready, instead of my optimistic (and incorrect) belief that it will take me 10 minutes.

That is just one very simple example. We all have beliefs around how long we think tasks take. Or commutes. Or cooking a meal. But if we don’t factor in the rest of the steps, or if we aren’t aware of how long things really take, we are setting ourselves up to fail.

Time Cushion and Rest.

Another characteristic of a successful Daily List is factoring in rest or at least a time cushion.

I stumble on this one all the time. The Daily List needs to have extra time factored in for transition time, or nature breaks or lunch or even a moment to step outside and breathe some fresh air. There is always more work to be done, but I will get back to it happier and more refreshed if I factor in a little extra time for rest or delays or flexibility.

Identify Routine tasks.

My clients and I also talked this week about our different types of tasks from day to day.

If you like a detailed list, there are economies we can achieve with topping our list with the 5-10 tasks we need to accomplish every day to just survive, aka. our daily routine. “Take shower, brush teeth, work out, take vitamins, eat breakfast, pack lunch”. Perhaps “make bed, start laundry, walk dog”. Basics. But for some of us, we like to cross these tasks off the list, as well, just like the work specific, family specific or other responsibilities. However, we don’t likely need to rewrite them every day. We can park them at the top of the list because they are different than our daily work today.

Priorities.

And once we have figured out how to manage those routine tasks, let’s look at prioritizing the rest of the items on the Daily List.

Maybe it’s just me, but I usually have more on my list than I can possibly get done in a day.

Again, asking you not to judge, here. I know this AND it still happens. So it is very important that at the start of every day, I review the list and determine what can feasibly happen in the time I have today, and then I put the tasks in order of importance and urgency. “Launching my new website” is super important, but will take many more hours than I have today AND no one but me is waiting for that task’s completion. Following up with clients, moving more urgent projects along, taking care of tasks that other people are relying on me to complete so they can do their work – yes, those will end up at the top of today’s list, along with realistic time estimates as to how long I expect the tasks to take.

So, to recap, perhaps you would benefit from a Daily List IN FRONT OF YOU every day. Perhaps it’s paper, perhaps it is digital. You do you. But there are characteristics that will make the Daily List and the process successful:

  • Planning ahead, like the day before, to wrap up today and look at tomorrow.
  • Checking in on the Daily List regularly.
  • Realistic Time Estimates for our regular tasks.
  • Factoring in time cushion and rest.
  • Recognizing the difference between routine tasks and the rest of your Daily List.
  • Prioritized tasks, so that the most important work gets done.

Hope this helps!

How To Not Get Distracted

A participant at a recent presentation asked me how to stay focused on her organizing projects.

She was talking about it in this context: if you’re already working on a project, how to make sure you actually stay in the space where you are working, and not get distracted and leave the space.

Or, if you do get distracted, how to make sure you come back.

I mention in my presentations that we don’t want to be butterflies when we organize. Flitting from room to room and project to project without purpose or focus. We end up in a different room, nothing has been accomplished and we’re not sure where the last few hours went!

This is a great question, and I hear this question a lot. And I know it resonated with other people attending the same presentation.

Yes, There are many strategies we can use to stay focused on our organizing projects and anchored to the space and the work. Some of these strategies can include:

  • Start the project with all of your tools and supplies with you. We can easily get distracted if we keep having to run to different parts of the house for garbage bags, a pen, tape, boxes, etc. Gather your tools and supplies first.
  • Bring in a friend and have them work with you. Perhaps you can swap organizing sessions – your closet this weekend and their closet next weekend!
    • This particular participant had attended the presentation with her sister, so I used the two of them as an example.
    • And a reminder, this is called body doubling, having a person working near you to set that example and help you stay focused.
      • That’s one of the benefits of working with an organizer, that body doubling component.
      • You can also take advantage of body doubling virtually, if you and a friend want to facetime each other while working on projects to chat and process your decision making, tell stories about items, etc.
  • Make the space enjoyable to be in. Turn on music, add a fan or a space heater, turn on the lights and open up the windows. Bring in a favorite beverage, non alcoholic, of course. Let’s do what we can to make this a more pleasant experience.
  • Make yourself some promises! Make sure you have some kind of reward planned for the end of your work session, the end of the project, etc.
  • One of my favorite strategies is to Set timers:
    • One thing that I do with my clients and myself is set a timer and tackle a project in really small bursts.
    • So I may set a timer for 20 minutes and see how much I can get done in that time until the timer goes off.
    • Sometimes I’m feeling so motivated after those first 20 minutes that I will set it for another 20 minutes and stick with it, or I will turn off the timer altogether and just say, oh, I’m doing great here. I can’t wait till I’m finished, so I’m just going to keep plugging along.

I want want to dig a little deeper today on this focus and attention question from both an organizing and also an organizational coaching perspective. Because if we often get distracted, we also have to unlearn that habit. And we need to re-learn healthier and more productive habits.

Breaking distraction habits and learning more productive ones instead is absolutely possible, but not without a plan and some strategies!

I’ll use my current situation as an example.

I started writing this content on a Sunday afternoon while I was also planning to do some batch cooking for the week. I prepped and chopped and assembled. I now have chili on the stove, simmering. I have 2 meatloaves in the crockpot. In addition, I have a rotisserie chicken from Costco that will be turned into dinner a little later. And between those three things, I will have meals for many days this week.

I like to batch-cook, and I especially love the results of cooking multiple meals at a time because it makes my life easier during the week. HOWEVER, there are days when I am cooking and I’ve been in the kitchen for a while, and all I want to do is be anywhere but in the kitchen.

I feel that very strongly sometimes. Like when it has been a lot of work, on top of a busy day. And all I want to do is be anywhere else. I want to go read a book. I want to go do something other than cook. I want to be anywhere else. But I also stop the impulse on that one because I know that sticking with the kitchen project for just a few more minutes – finishing the clean-up, putting the last few dishes in the dishwasher and wiping down the counters – is the better course of action. And then I can take a longer break, right?

Instead of responding to that misguided impulse to be anywhere else and leaving the work undone, I recognize the impulse, and I remind myself that if I stay just a few more minutes, I will be completely done instead of almost done, and I can enjoy my well earned rest a little more.

Let’s break that down.

  • Recognize the impulse, the distraction, the desire to go and do something else.
  • And stop for a minute and think it through.
    • Do I really need to be somewhere else right now, or am I just bored with this? Or, I’m tired, there are other things I also need to do, etc.

Let’s face it, there could be lots of reasons why I don’t want to be doing that project anymore, and it would be tempting to leave.

But – again – if I realize the distraction, and remind myself to stick with it just a few more minutes, I can be completely done instead of just almost done, and then I can enjoy that rest a little more, or I can go and do something else with a clear conscience.

We recognize and then examine the impulse and decide if it’s just an impulse or if it’s actually a good idea. And usually, we’re better of just sticking with the task a few more minutes, and we’ll get the job done.

I think I say this every week lately, but we start with Awareness, awareness, awareness!

Another more specific way to fight distraction and stay focused on a project is to zoom in on your task. As in, narrow your focus on the project in front of you.

I’ve been working with a new client for a few months now. Recently we were going through papers from 2015. This happens a lot, no judgement. She moved offices at work and at home and there were a number of things that were bundled up, and because there wasn’t anything truly pressing or important in there, they just kind of got shuffled aside. We came across a to-do list from years ago. She read it and then laughed and shared it with me, her organizer. And it says at the top, “declutter”.

A great idea and to-do and intention, but it’s just word on a piece of paper at that point.

My suggestion would be to get more specific on what “declutter” entails, or what “get organized” looks like. If we don’t get more specific, those things are never going to actually happen.

One way to stay to on task or focused on a project is to make your action ridiculously specific. So instead of just saying get organized or declutter, let’s try this: I want to complete some organizing projects for spring. In the first hour that I have today, I will will review my closet and dresser and my clothes. When I’m done with that, I want to re-pack the items in the furnace room that we’ve set aside for my college student to move into an apartment in the Fall. And after that, I want to review the bottom drawer of my office file cabinet and shred items from more than 4 years ago, now that our taxes are filed.

Right? So all of those items would be on the list and on the task list, but it would be far more specific than get organized or declutter.

And when we can look at big projects in terms of being a series of small projects, it makes it easier for us to stay focused on those projects so we can see results.

For example, let’s say – I’m going to organize the basement this weekend. But what if your basement is huge and a hot mess? You could say instead, “I’m going to organize the shelves in the laundry room, and then I’ll review all the old paint on the floor by the door, and then I will review the towels and toiletries in the downstairs linen closet by the bathroom.”

If we don’t narrow our focus, it’s no wonder we can get distracted. Breaking down big tasks into smaller tasks help us to feel motivated, fight the impulse to get distracted, and helps us to see results. And positive results keep us coming back!

I get the “How TO Stay On Track” question from my coaching clients as well, and some of the strategies are the same!

My coaching client may say “I want to get organized”, and I will say – awesome! But let’s get specific. What does that look like? What results do you seek? What are actions you can take every day, and how can I support you in taking them?

ZOOOOMing in, narrowing in, focusing in to stay motivated:
Does getting organized mean getting more done in your day? Switching your work and bill paying over digital and online? Figuring out your family’s schedule for the summer? Planning a trip and figuring out what that looks like for you and your family? Getting a handle on your health and wellness? Organizing the physical space in your home, of course?

Yep, we can do that. We can do all of those things, but we can’t just start with a global “OK, I want to get organized”. The first thing that we would ask in a coaching session would be to bring that into what can we accomplish in today’s session? What can we accomplish, you know, in the next 30 minutes that will help you to activate those ideas on your own, you know, in the next week or two before we speak again.

ZOOOOMing in. We can do lots of things, but we have to bring it in and we have to get specific. Because that will help us to stay motivated and anchored to the work.

When we get specific and break things down into smaller bits, it means we actually start to feel some accomplishment as we complete those smaller bits. We can track progress, we can see improvements. We can remind ourselves of our progress if we get distracted or we get off track. Um, all of those things, uh, are, again, tools to help us to stay on track, and if we get distracted, to get back on track as well.

And we can break the distraction habit and use these strategies to get back on track. Because distractions will come! But we’re bigger and better than our distractions.

“My Tree Has Leaves!” What Do You Need, To Thrive?

“My tree has leaves!”

I stood in my dining room this morning and exclaimed this excitedly out loud to absolutely no one.

I was drinking my coffee and gazing out my newly washed (over the weekend) front windows and admiring the sunshine and realized my new little tree has leaves! This is noteworthy, trust me.

You see, we had a tree in front of our house for many years. He was so beautiful in the Fall that people would stop and ask if they could pick up some of his leaves because they were so brilliantly colored.

And then, after one of those years with blight or borers, he wasn’t doing so well. We did what we could to help him out for a few years, fertilizer and extra water, etc., but his days were numbered, and eventually our village’s arborist said the tree needed to go before the tree hurt someone or someone’s car if he fell over, or infected other trees.

So we had the tree cut down. We liked having a tree in the front yard, though, so the next Spring we had another tree planted. This new tree had two seasons to thrive, but he never did. The second season, I think he had one leaf. Just one. Sadly, he, too, had to go.

We were assured that our yard and the placement and the type of tree were not the problems, that more likely that particular sapling wasn’t healthy. Fast forward to last Fall when we had another tree installed. Hope springs eternal, right? And since he was installed in the Fall after leaves fell, we had no way of knowing if he was healthy or not. But he is! And now that Spring is here, he has leaves! Now you know why I was rejoicing!

I heard a statement many months ago and it has stuck with me. It was a Facebook reel or tik-tok, and I don’t remember who said it, so if you know and can tell me, I will cite it appropriately. Here’s the quote – “Seeds aren’t lazy and neither are you.”

Meaning, if a seed doesn’t grow, we don’t say the seed is lazy. No one tells the seeds they are lazy. And if you aren’t flourishing, it’s probably not because you’re lazy. Seeds aren’t lazy and neither are you.

What is more likely is that the seed and you don’t have what is needed to thrive.

Like my original tree or my first little sapling. After my original tree was weakened, we tried to support him but he was too far gone. And my first little sapling – well, I have no idea why he didn’t thrive but we were assured that the environment we provided would support a sapling, just not that one apparently.

We can ask what a tree needs – a hospitable environment, the right climate, sunshine, water, opportunity. And patience. And then we step back and let it grow.

Sometimes, a plant can receive too much care. Yes, that is a possibility. Metaphorically and actually.

A couple summers ago, I had what I thought were fruit flies. Except – we don’t leave fruit or any other food out on the counter. And the fruit fly solutions according to the internet, like vinegar and dish soap in a jar or the cool ultraviolet fan thing I bought on Amazon, did not work. And the fruit flies were on my houseplants. So after a little more googling, I determined that the reason the anti-fruit fly solutions weren’t working was because what I thought were fruit flies were fungus gnats. Which I feel sound monumentally more disgusting. But, I digress.

The solution to the fungus gnats, by the way, was to water my plants less and also use a peppermint spray from Amazon that cleared up the gnats in a week. It turns out, you CAN care too much. I was apparently overwatering. I cared a little too much.

Taking the metaphorical leap, often we need to adjust our supports or environment to help us grow. Sometimes we don’t have what we need to thrive, either not enough or too much! And sometimes we just aren’t in the right situation.

Awareness. Awareness. Awareness.

For us to flourish, we may need to take a moment or some time to review where we are, what we need, what we don’t need, and how we will know we are flourishing. But what do we do with that statement? I always want to recommend actionable steps that we can apply this week, or whatever week you are listening to this episode!

Sticking with the plant theme, I will share that I am a joyous but indifferent gardener. I love to plant veggies and herbs and to care for them outside in the summer. I like the “getting my hands in the dirt” and “puttering in the garden” parts of gardening, they are fun and relaxing to me. I also love the “using fresh veggies and herbs from the garden in my cooking” part, I find that fun, too, and it supports my desire to eat healthy and well.

It seems that in my garden and in life, we can walk through the process for a better yield, whether that is tomatoes or priorities or productivity or whatever it is we’re looking to improve! And as I write this article, I realized that last week’s PACT goals article could have been all about gardening, too – the process and not a once-and-done event!

To review, PACT goals stand for: Purpose; Action; Continuous; and Trackable.

Let’s start with our Purpose. For example, I can say “I want to be a better gardener.” And in this example, “better” means more yield per plants.

Next, I need to determine my Actions. I can educate myself by talking to other gardeners (who actually know what they are doing!), reading books or reading up on-line. Once I know more, I could choose to plant dozens of types of vegetables this summer and hope that some of them work out. OR, I could narrow in on fewer types of vegetables and get better at those specifically. Given my small back yard, I will choose to focus on a few types of vegetables and get better at those specifically. For example, I love growing (and eating!) tomatoes but my plants didn’t produce much of anything last year. So I need to learn and take new actions!

Once I know more, I can decide and then act to water more often or less, provide more sun or less, more or less pruning, etc. I can pay attention to what other inputs or supports I can use to improve my outputs. I always use physical supports like a tomato cage, because sometimes we all need more support!

Continuous care is required for plant success. Once I know what actions to take, I need to be consistent with taking them! I will add morning gardening into my summer morning routine, to water and tend. And I will be ready to observe and adjust my regular activities, too, based on progress. And I can track the progress, like plant height, growth, number of flowers (that will turn into tomatoes later), and yield at the end of the season, to learn from the process.

Well-intentioned care, not too much and not too little, and a supportive environment will help my little sapling and my garden grow this summer. Goal setting, and PACT goals specifically, can help us flourish by determining the right supports for us and what we want to achieve, the routine and habits around implementing those supports, and how to make adjustments to be successful.

I took a walk last evening, and I noticed the two trees in front of a neighbors house have the same red-brown leaves my little leafy sapling has (I believe he is a maple). These two trees tall and full and gracious, sharing their shade and beauty with the neighborhood. That is what I want for my little tree and, metaphorically, what I want for you as well. Have a great week!

PACT: A Different Way To Set Goals

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 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.

How Does Your Brain Work? Learning Styles

Learning Styles: Does This Sound Like You?

  • “I’m more of a visual person.”
  • “I really need to talk some things out.”
  • If I hear a song once, I remember the words.”
  • “I’m more of a hands-on person.”
  • “If I drive to your house once, I will always remember how to get there.”

Yes, yes and yes!

Today, let’s talk about learning styles. In coaching, we call them processing modalities. I am going to use the terms “learning styles” and “modalities” interchangeably.  Our processing modalities are how OUR brain best deals with information.  These learning styles are part of what makes you you, but they are not character or personality traits. They are the paths your brain uses to process and cement information and turn it into something useful for you.

The most common ones, or at least the ones we will talk about today, are

  • Visual,
  • Auditory,
  • Verbal and
  • Kinesthetic (and relatedly, Tactile).

Simply put, visual processors learn by seeing, auditory learners learn by hearing, verbal learners learn by speaking, and kinesthetic and tactile processors learn by doing.

It is helpful for us to understand that there are learning styles, that everyone is a blend of learning styles – you and me and everyone else that you interact with – and how to support our blend and the blend of the people we interact with.  Knowing you are a blend, and I am a blend, and that every other person in your life is their own blend of learning styles gets us closer to awareness, acceptance and understanding.

An important thing to remember is that you have options. Options on how to support your own learning styles, and options on how to manage yourself with other people whose learning style is different than yours.

When you think of a traditional classroom, consider all the ways the teachers engage multiple learning styles.  We read aloud, or listen to the teacher or other students read aloud, or we may listen to a recording.  We may use our hands and use manipulatives in math, or word cards on our desk in ELA. We write our own notes, we look at things around the room or on the board, we might move around to stations or act out a scene from literature or history.  There are many ways to reinforce learning styles.

We all possess all of the learning styles, but we each our own special blend of strengths.  The styles or modalities show up differently in each of us at times, too. When he was little, I thought one of my sons was being difficult because we didn’t see things the same way.  And the answer is, we absolutely DID NOT see the things the same way.  And, that’s ok. 

When we talked it through, he and I discovered that he is a visual learner and that when I told him to go in and clean his room, he saw everything in his room as one thing, one composite item.  He would get overwhelmed.  It was difficult for him to break down the big composite item into smaller pieces of the room, like making his bed, then putting the laundry on the floor into the hamper and hanging up his baseball cap.  Once we figured out that we literally didn’t see things the same way, we figured out how I could change my language and he could change how he looked at things and then we started to communicate better.

Now that we know that there are learning styles, and that we all have our own strengths in those learning styles, let’s look at how we can use that knowledge to navigate our life.

I will use myself as a case study:

I am strong in multiple modalities, which is quite common.  One of my strengths is auditory learning. I am a really good listener, which serves me well in my role as an organizational coach and musician. And, that can also be a problem because I get stressed out with prolonged or chaotic loud noise. I LOVE and I mean LOVE a good concert, either seated in plushy seats listening to a full orchestra but more so, in a bar listening to one of our favorite bands.  AND, though I love the concert, I’m also somewhat relieved to walk outside in relative quiet to let my brain process all of the awesome new input I just experienced.  Both can be true.

I am also a professional speaker and singer.  Not surprisingly, I am a strong verbal learner. For myself, I know that I benefit from talking through challenges and ideas, and very often I gain awareness when I hear myself say something out loud. And I can get to a point some days that I am talked out.  I am a verbal learner, but I dislike talking on the phone. I would rather speak in person. I am aware of my learning styles, how they show up for me, how to manage me and what tools I can use as I go through my day.

So, let’s look at the specific learning styles.

A visual processor:

  • learns by seeing, or imagining something in their mind;
  • recognizes patterns;
  • appreciates aesthetics; and
  • appreciates visual representations like graphs or pictures.
  • Ways to work as a visual processor:
    • use color to indicate category or priority, in our homes or professional life;
    • use highlighters or fun colors of ink in writing;
    • make a good list or map of things, take pictures of things to help you remember;
    • be purposeful in the physical arrangement of space; and
    • become aware that we are impacted by visual stimuli.
    • For example, to support my visual learning, I request communications in text or email form so that I can refer back to it if I need reminders.
  • Times it can get in the way:
    • one visual learner may want to see everything all the time and doesn’t put things away;
    • another visual learner may get distracted or overwhelmed by seeing everything, and we need to put it away behind a closed door; and
    • for some visual learners, if they don’t see something, it ceases to exist for them.

An auditory learner:

  • learns by listening, hearing and even reading (we often hear the words in our head);
  • remembers things by how they sound, or what they were hearing when they learned it;
  • may hum or talk to themselves or others; and
  • may learn ideas while listening to favorite music, instrumental music, white noise or other noisescapes, or silence, depending on the person.
  • Ways to work with it:
    • learn new material by reading flashcards, directions, stories or assignments out loud;
    • record yourself spelling words or working through new content, and then listen to the recording;
    • use mantras or repeated phrases to reinforce an idea or learning; and
    • listen to podcasts, or use recordings, books on tape, or having test questions read to you out loud to help you study.
  • Times it can get in the way:
    • auditory learners rely heavily on hearing, but can also become overwhelmed with loud, chaotic, off-key or repetitious sounds; and
    • as with all learning styles, age and health can have an impact, for example, our hearing acuity changes with age, so we need to get our hearing checked regularly.

A verbal learner:

  • learns by speaking and expressing themselves, by “talking it out”;
  • is often strong in written communications, too, and reading and writing; and
  • is often strong with auditory learning.
  • Ways to work with it:
    • many of the tools with an auditory learner works with a verbal learner, too, as we are doing the reading of the materials; or
    • learn new material by reading flashcards, directions, stories or assignments out loud;
    • For example, I often “write” my articles while I commute or travel.  I open the Voice Memo app on my Iphone, and record my article, then use a transcription website to turn it into text. And at rehearsal the other night, I used the voice record to text option to send a text for follow up, and this sparked a conversation among my choir members.
  • Times it can get in the way:
    • as I mentioned in my case study, verbal learners can get talked out; and
    • verbal learners may speak too much, disrupting themselves and others.

Kinesthetic and tactile leaners:

  • learn by touching, doing, moving, building or drawing.
  • Kinesthetic learners use major muscle groups and gross motor skills;
  • tactile learners work more with fine motor skills and their hands;
  • learn best when there is some sort of movement involved with the experience;
  • learn by taking things apart and putting them back together; and
  • communicate with your whole body, physically and by touch.
  • Ways to work with it:
    • floor plans, maps;
    • factor in activity, gravitate towards sports or careers that incorporate movement;
    • physically manipulate learning tools like flash cards into categories, topics, etc.;
    • accept gum chewing, fidgeting, tinkering and taking physical breaks;
    • do hands-on activities that involve touching, building, moving, acting or drawing; or
    • offer to be the note taker in a group setting, to use the activity to keep your mind engaged.
  • Times it can get in the way:
    • a K or T learner may struggle if and when they are physically fatigued, injured or sore, or if space does not permit movement;
    • it is difficult to sit still and you may need to take frequent breaks;
    • fidgeting and movement may be mis-construed as lack of focus or impulse control in a traditional class room setting.

I could write forever about learning styles, but this is a good place to start.

Consider the different learning styles mentioned, and reflect on which one or ones resonate with you the most. Consider some of the tips suggested to help you in your day-to-day experiences. And take an active interest in the learning styles of the people around you as well, to foster communication and support!

P.S. I write this with gratitude to Denslow Brown with Coach Approach for Organizers, https://coachapproachtraining.com/, where I first learned about learning styles and processing modalities.

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.