Getting Specific With Quarterly Planning

A client asked recently:

“I’ve been thinking about your recommendation to do quarterly planning. I’m consolidating my to-do lists and thinking about how to restructure my categories. And I like the concept of quarterly planning. If you haven’t written a blog yet about your process, I’d really like to learn the specifics of how YOU go about planning quarterly.”

I just love this. Thank you, dear client, for asking the question. You know who you are.

I wrote about quarterly planning back in January, check out the article here. I have other articles on planning, as well, if you’d like to know more, head over to PeaceofMindpo.com, click on the Blog tab and add Planning in the search bar.

I don’t always get too specific about me in my articles and podcast episodes, but this is one topic that probably should be specific! And a reminder, as in all things, I am sharing what I do as AN example, of one way of doing something. It is not a requirement or demand – EVER. Just an example, and perhaps a suggestion!

I like setting quarterly goals because, for me, setting a yearly goal sometimes seems too big or too long, and anything less than a month seems too short. Let me rephrase – I do set annual goals, but I like to break those broad goals down into more manageable pieces, and an every three month planning cycle with 6 week to three month goals works for me.

Conveniently, this client asked this question as I plan my fourth quarter of 2024, my Q4. For me personally, at least, planning in Q4 is a great illustration of the importance of quarterly planning.

Q4 starts with October and ends in December. I am in shorts and a t-shirt as I write this. My window is open, the breeze is blowing in. My birthday is at the beginning of Q4, and the next holiday on my horizon is Halloween. (note to self, put up Autumn decorations)

But, as a certified professional organizer, board of education member, planner of family functions and Catholic liturgical musician and human being, I know that the calendar for the next three months is going to fill up FAST, and the to-do list will as well! Soon and very soon (a song reference!), the focus will shift to Autumn, to Thanksgiving, to Advent and to Christmas. Just this morning at Mass, my music director mentioned that she would like to put together an Advent Concert the first week of December. And I, of course, said “Sure!”

All things seem possible when you start planning them months in advance!

Back to the original question: How do I actually quarterly plan? Let’s do this.

Grab your calendar, digital or paper.

  • Me personally, I am sitting here at my laptop as I use Google calendar, and I have my bullet journal, my phone, my to-do list and a cold beverage.

Check out what is already on your calendar for the next three months, personally and professionally.

  • For Q4, I already have many recurring events on my calendar in my many Focus areas, and I bet you do, too.
  • I have regular client appointments, meetings and coaching calls.
  • My choir has our rehearsal and Mass schedule set.
  • The Board of Education has monthly meetings and committee work on the calendar.
  • I also have non-recurring events in my calendar already like presentations, concerts, doctor appointments, etc.

Reflect on your Focus Areas:

I talked recently about Focus Areas, and we need to have them in mind as we do our quarterly planning, or any planning, for that matter. As reported, mine are my business and my different income streams, my family, my home and wellness, Board of Education work and church ministry.

What are yours? Make sure you keep them in mind as you plan!

The next step is to weave in the set plans.

And this step is why I said Q4 is a great illustration of quarterly planning.

Because, as an example, every year in Q4, we have many set plans around our holidays with our families.

I have a planning list that I pull out and activate on October 1 regarding the holidays. According to the list, in the next week, I will check in with my side of the family regarding when we want to celebrate our Christmas together. I will check in, too, with my sister-in-law for dates for my young niece and nephew’s Christmas concert for school. (Typically a Thursday evening in early December). I will check in with my college student around when he wants to come home for Thanksgiving and what day in December he will likely be done with finals and need a ride home from college. All of those tasks are already on my to-do list as I fill in those big flexible events and make sure they are on the calendar.

You may not personally be thinking December thoughts right now, but a whole lot of people are! For example, here in Chicago, in late September I received the email from a local news agency that reservations are now open for The Walnut Room, a holiday tradition for many! Yes, it is time to plan!

Work in some flexibility and grace.

I am getting better at weaving in prep time ahead of and re-entry after the big events. For example, my husband’s company throws quite the holiday event every year. And, every year, I seem to scramble to get ready and downtown in a timely manner. This year, I blocked the afternoon before the event from client appointments so I don’t have to rush. Similarly, I have my annual Illinois Association of School Boards conference mid November. It is already on my calendar for November 21-24. AND, there are a lot of other things that go into that conference, before and after. So I just blocked time the day before and the day after for some flexibility and rest.

Now, let’s talk Goal Setting. Any incomplete goals to roll forward from last quarter? Now is the time!

Check in around your Goals from the last quarter, how did they work out? If you need to roll something forward, now is the time! A reminder, way back in January when I talked about quarterly planning, I recommended that you dole out your achievements over the whole year. So you may have goals for 2024 that you haven’t completed yet, and that is ok. We can still get a lot done while also respecting the fun and festivities of the holidays – we just need to plan ahead and that is why we set quarterly goals!

Planning and Goal Setting go no further if we don’t attach the necessary actions.

As you work on your plan for your fourth quarter, plan the actions and steps associated to your quarterly goals.

I will use Thanksgiving as an example. We know Thanksgiving is Thursday, November 28. (action) My family and I will figure out the menu and who is bringing what dishes via text over the next few weeks. And then, as other examples of actions, I will start adding shelf-stable grocery items to my weekly shopping list for the foods I am assigned to bring, I will start a bag of things to take with me and I will block some time on the calendar that week for shopping / packing / prep.

What if, in addition to work and life, you are also a crafty person and want to make holiday gifts this year by hand? Commendable, and I love it. AND you have to put all of those tasks and time and actions on the calendar and to-do list NOW so you aren’t caught unprepared in a few months.

Make sure to leave time and energy for the actions attached to your Q4 plan! And put them on the calendar and to-do list now!

Honor your own season and cycles.

Be reasonable, and adjust your expectations.

Yes, Q4 is here. Fall, holidays, travel, school events, yes – I get it. AND, that means different things to different people. In transparency, my birthday is in early October. So this time of year, in addition to Q4 planning, I am always thinking big strategic planning ideas for MY next year, MY next 12 months towards my next birthday. I think in cycles like that and I find it helpful.

I love Fall. Perhaps you don’t. Perhaps you struggle with less and less daylight this time of year, and you need to factor in more rest or adjust your to-do list expectations down a bit. Honor your own season.

A final note – you may be listening to this in October of 2024, or maybe you’re listening some other time in the future. You are not late to the party. ANY day is a good day to plan. And then ACT, of course, but first plan. Let this day be whatever you need it to be, but be intentional and do your day on your terms!

Independence Day: From What? For What?

This week, in this country, we celebrate Independence Day.

I want to respect why we celebrate Independence Day, and also ask the question about the word independence – for ourselves, independence from what?  What do we choose independence from, and what do we choose it for?

Whenever I hear the phrase, “The Fourth of July”, my brain goes to a silly joke. A traveler from the US goes to another country for vacation in the summer.  He asks his hosts why they don’t have The Fourth of July in their country.  The hosts assure him “of course we have The Fourth of July, right after the third and before the 5th.  The calendar would look odd without it.” Or something along those lines.

So, I’ll stick with calling it Independence Day.  But that also sends my brain down a little trail around the word “independence.”  And that’s what I want to talk about today. Independence, as in being free of something.  And free to do something else.

Is there something that you are currently dependent on, or a situation that you are currently in that you seek to be independent from? Let’s consider, is there a situation or relationship that isn’t currently working? And what would we choose instead?

Could you benefit from independence from a habit that is not supporting you? And what would we choose?

And let’s turn it into more positive language – perhaps it’s not independence from something.  But, instead something that you’d like to see improved, enhanced.   As in, if I made these positive changes, I could be independent to do x, y or z.

Whatever that looks like for you. Independence Day.

As I consider Independence, I’m reminded that sometimes we don’t even realize what we are dependent on.  It is more likely that we haven’t identified the habits or things that we need independence from, and less likely that there just aren’t any.

Perhaps it’s a mindset, a way of thinking, that isn’t serving us.

How to?

  • We start with knowing what it looks like when we’re being our best selves.
  • We Identify what is keeping us from being our best selves.
  • We break down those things, habits, ways of being that are in the way and we take action to change them. 
  • And, starting the process all over again. And that’s ok.

We can always be learning and improving.

What is it that you would need to become independent from?  And what are we using our independence for?

As both an organizational coach and a certified professional organizer, let’s use Independence from Our Stuff as an example.

Perhaps you have unhealthy habits around your stuff, and you could benefit from independence from those habits and your stuff!  I subscribe to emails from a woman named Dana White with the Website, YouTube channel etc., “A Slob Comes Clean”.  In her content she talks about her “deslobification” journey and I really respect her insight and perspective of how a disorganized person got organized.  It’s great, if you want to check her out. 

Recently, she was talking about shopping, and how her negative habits around shopping were contributing to her mounting clutter.  She mentioned that she used to go to garage sales and fill up the car all the time with more stuff because she was waiting for stuff to be the answer to her life questions.

She was creating bigger problems for herself by continuing with unhealthy habits.

To break free from the stuff, she also needed to be less dependent on the habits around acquiring more stuff.  If this was you or me in this example, we can see that we need to break free of bad habits to become independent of our clutter.

What if you need to assert your independence from negative thoughts or thinking that isn’t helping you.

Working with a coaching client the other day, we were discussing how her thoughts often get stuck in a rut, just circling or spinning, without a way to move on from that spinning (and leaving her overwhelmed, stressed out, distracted, etc.).

Can you relate?  I can relate.

This client was seeking independence from these swirling negative thoughts because she knew there was more happiness, peace and calm to be found on the other side. 

She is sometimes unhappy, overwhelmed, distracted, etc.  She is SUPER smart, accomplished professionally, has a satisfying personal life… and she still needs independence from her current thinking habits.

Again, can you relate?  I can relate.

As we worked it through. She expressed what is going on in her head. She recognized where she wants to go and how she wants to be, and she recognized she isn’t there yet. She also identified what was holding her back from happiness and peace. And getting a handle on her swirling thoughts would give her the freedom to think how she wants to think.

Anecdotally, we discovered together that writing down the thoughts that were swirling in her head would give her a chance to inspect and organize them and also make a record her learning.  So she wouldn’t have to keep thinking the same thoughts over and over again, and she could think about something else instead.  Sounds like independence to me.

I will say that for me, I have, over time, broken free of or become more independent of my perfectionist tendencies.  That way of being didn’t serve me well. I struggled with perfectionism and therefore procrastination when my kids were really little.  Time management was harder when they were little and  my responsibilities and my time were not my own. But I could change my tendencies and that is what I managed to do.

I am no longer a perfectionist because who has the time?

Was that quick? No.

Was it easy? Probably not, but I don’t remember.

Is it possible? Yes, it absolutely is. And now I can live differently. And better.

But that’s the question I’m asking you today as we celebrate Independence Day, what is it that you would like to become independent from?

What habits are no longer serving you?

What is it time for you to separate yourself from?  Thing. Habit, thought, whatever.

I look forward to hearing what that could be for you. I hope that you are, uh, motivated to think of things like that. I am thinking big thoughts this summer, but that was one that I wanted to share with.

Happy Independence Day, how ever you would like to embrace it!

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.

We Never Really Have to Start From Scratch!

We Never Really Have to Start From Scratch! We don’t have to start over.

Do future you a favor. Take notes. And refer back to them.

I was inspired to write about today’s topic by a recent experience. Of course, because that is usually what inspires me!

Let me set it up for you:

One Saturday morning every other month, a group of parishioners from my Parish assemble 150 bag lunches for a local charitable organization to distribute to their community. That Saturday in November was a few weeks ago.

My friend Kristen organizes the service project every time.  This was our 4th morning so far, we started back in May.  We have added people from month to month, and occasionally one of the regulars can’t attend, but there is typically a team of 10 or so adults and some students seeking service hours. 

We are learning, and we get better at the process every month, every time we do it, which is great. And one of the reasons we get better at it is we don’t start from scratch every time, because, honestly, why should we?

Why shouldn’t we learn from every experience? And yes, we can learn from every experience, but also importantly, we need to remember what we learn.

In addition to learning from the experience, we also need to retain or review or make a note of that.

And here’s the deal – if we do something… occasionally… it’s not yet a habit or a routine.

How often we do something and in what time interval are two factors that impact how much we remember from time to time.  If we don’t necessarily remember all the details every time, that’s okay, because sometimes we don’t, and that’s all right. But we can learn from our experiences and get better at doing things!

In my productivity presentations, I mention recipes, and I’m not talking my corn casserole recipe, even though its Thanksgiving time, even though I have no problem sharing that. I mean, recipes as in a path for future you to take. 

In my presentations, I mention those complex tasks we occasionally complete. Often enough to want to get good at it, but not often enough that it’s become natural or a habit.  The example I use in my class is balancing my company’s monthly banking statements.

When I switched my banking years ago, I connected a credit card to my account for purchases.  My banking and bookkeeping are very simple processes now that they are well established, but when I first made the switch, I would stumble from month to month – log into the banking website from my browser or connect Quicken from the quicken platform?  Make a note in quicken regarding paying my credit card bill from my spending account, or pay the bill first and then update the transactions from quicken?

Every month, when the process was new, I would stumble.

So I leave myself a note.  A short list: open quicken, log into banking website, pay credit card bill on banking website, go to quicken, go to credit card tab, click reconcile, click accept all, make note in Quicken.

To use the service example, after we make lunches, we take a few minutes to talk about what worked and what to tweak next time. For example,

  • We write down who volunteered today.
  • We make note of who showed up in answer to the bulletin article, and collect their email so we can alert them next time.
  • Maybe it’s logistics: “We always start with wiping down tables and putting on gloves” or we “need three plastic table cloths instead of 2”
  • Or, about the process: “We need to start with the longest step first and get that rolling, focus on getting the sandwich assembly line started first.
  • And “Let’s make sure to confirm the time with the school students who need service hours“.

This is a pretty low pressure situation, to be honest – we have a solid team and the work isn’t difficult.  But we are on the clock, as the lunches need to be delivered by a certain time to the mission who is distributing them. And we still want to do things efficiently and effectively. My friend writes down notes and learning, and the ideas and a plan for next time.

Here’s another example of wanting to do things well and leaving notes from next time.

This time of year, I think of my client who has an orange binder in the cabinet above her kitchen desk. It’s the Thanksgiving binder and it really does contain all things Thanksgiving. She always hosts Thanksgiving.  It’s a big family affair, lots of people bring lots of things, and it’s lovely.

And so from year to year, they make notes in the Thanksgiving binder. For example,

  • How many people were there, and who?
  • What recipes did we use? Who brought what and how much?
  • How about “So and So made made the gravy and it was delicious!”
  • OrWe picked up a pie from such and such bakery, and it was a big hit“.
  • We can write about what worked well and what didn’t, or what did we do well and what could be better.

We can keep notes of those things because we would absolutely forget if we didn’t keep track!  When the service morning rolls around again, Kristen will check her notes that she made and start from there as we set up who is scheduled to help and who needs to bring what.  She already has a plan for next time.  That’s the third or fourth time I have said that today.  Let’s relish in that for a minute.  A plan for next time. Based on what we know and what we continue to learn. 

That sounds pretty great to me.

Stress-less Gifting: Create a GIFT HOME

In last week’s newsletter, I promised to tackle common clutter Hot Spots, so let’s look at creating ONE PLACE for your gifts and cards to give.

Don’t you love it when you find the perfect gift for a loved one, even if it’s the wrong time of year? So we hold on to the gift, anticipating the joy of giving and receiving.

And, doesn’t it drive you CRAZY when you can’t find that great gift when the time comes to give it!?!?!

Establish A HOME for your gifts-to-give.  As you establish a GIFT HOME,

  • Plan ahead if the GIFT HOME needs to be hidden from curious eyes, with lidded opaque containers or a door that locks!
  • The GIFT HOME should expand to hold more when major holidays are coming.
    • For example, my GIFT HOME is a cabinet in my laundry room. The cabinet is near the door to the crawl space, so Christmas gifts can overflow to a few bins in there as necessary until I wrap them and give them out.
  • Make the GIFT HOME convenient so you will actually stick with putting items there and then retrieving them again. A client had a GIFT HOME in their attic, which was hidden but was so inconvenient that the client didn’t use it consistently.
  • Bonus points if the GIFT HOME is near wrapping paper, shipping boxes and the necessary accessories!



The next level on this project is to use the GIFT HOME for a stash of more general gifts to give.

  • Helping with fundraiser raffle baskets in December, each basket needed just a few things to complete it – fuzzy socks and lotion for one, a Christmas mug or candle for another, etc.  One of my fellow volunteers asked “Do you just have a cabinet with all of these gift things just waiting?” and I answered “Yes!”.
  • Use the dedicated GIFT HOME to hold gifts that you might need to have / give with little notice. If I happen across a fun item, I will purchase a few extras to spontaneously give out. This idea was really helpful when my sons were younger, for that weekend birthday party the 8 year old forgot to tell you about until an hour before! I had a stash of Lego sets that came and went!
  • To be honest, I am absolutely a re-gifter. I use the GIFT HOME to hold onto NEW ONLY lovely items I receive but may never use until I can give them to someone who will love the item more than me. I attach a post-it to remind me where it came from, so I don’t end up giving it back to someone accidentally.



And Now, Gift Cards!

  • Establish a GIFT HOME for your unused gift cards, to use and to give as gifts as needed. Gift cards are $$ already spent!  Let’s make the most of those!
  • We keep a lot of gift cards because we use the gift card fundraiser program at my son’s school. We buy gift cards, and a portion of the sale goes towards tuition.
  • We have a different holder for the slightly used ones, and we note the remaining balance on the card with a sharpie.
  • Working with clients, I can’t even count how many gift cards we’ve found floating around in junk drawers, piles of papers, discarded gift wrap and bags, etc., and then we don’t know if the card is new or used. We can check the balance on the card by calling the phone # on the back, or visiting the website listed.

Do future-you a favor and create a consistent and accessible home for your gifts and gift cards for less-stressful gift giving!

Do What You Can and Forgive Yourself For What You Can’t.

I am really good at a lot of things. Not bragging, it’s true. We all have that list, the list of ways we excel.

Just this week for example:

  • You want a delicious dinner for 14? “Sign me up, I’m your girl!”
  • You need music for a first grade Christmas pageant? “Fun, let’s do it!”
  • You need someone to manage teams of teenagers at 2 different pancake breakfasts next week? “No problem, let’s do this!”

However, the other side of that piece of paper has a similar list of things I am not good at.

  • You need someone to shop for Christmas presents? (… crickets…)
  • You need me to lay floor tile for you? “Um, nope.”
  • You want hand-sewn Christmas gifts? “Not it!”

My point? My friend summed it up. I received a great text the other night:

“I loved your message for the holiday season. ‘Do what you can and forgive yourself for what you can’t’. You inspired me to put a dent in the holiday list tonight.”

I think my friend who texted was more profound with my words than I was, so I’m quoting her. We had been discussing sticking with our strengths and giving ourselves Grace during this super busy (especially for Moms) time of the year.

If you need to hear or read it one more time, friend:

Stick with your strengths and give yourself grace.

“Do what you can and forgive yourself for what you can’t.”

P.S. I wrote this as a weekly newsletter, and I liked the content so much I wanted to eternalize it as a blog article. Hope you liked it. Have a great day!

Pots And Pans: Enough, But Not Too Many?

The topic for this week’s article occurred to me back in September while organizing a client kitchen. And I thought the week before Thanksgiving would be a great time to take a good look at our pots and pans!

Pots and Pans. Wow. I have organized dozens of kitchens over the years, and organizing Pots and Pans comes up A LOT! Every kitchen has them, most people use them, some people are very attached to them. They are also big and cumbersome and sometimes awkward to store.

Here are some things to think about, in no particular order:

Invest in Good Pots and Pans.

If you cook, invest in a good set of pots of pans. Not requiring great or expensive! I mean, if you’re looking for a new set, do a little research and find out which brands and styles are worth the money and the time. We’ve had the same set of Revere Ware copper bottom pots and pans since we received them as a wedding gift in 1994. (And yes, I cook almost every day!)

How many Pots and Pans do you really need?

Here at home, we have 3 sauce pans with lids, 2 non-stick skillets with lids (my preferred), 1 cast-iron skillet (my husband’s favorite), 1 large stock pot and a lidded Dutch oven. I also have a roasting pan that I’ve used twice ever, but will be used again next week! These are enough, I’ve never need more.

Everything but the stock pot fits in one kitchen drawer, including lids.

I went to camp for a week with one pan. Expectations were low, but one pan was enough. My college-aged son who really does cook has a skillet and a sauce pan. He has found that is all he needs.

If space is at a premium in your kitchen (and it usually is), look critically at home many pots and pans you HAVE versus how many you NEED and USE.

Treat Your Pots and Pans Well.

It turns out, some folks own more than one set of pots and pans because they don’t wash everything after use. Let me advocate for “Cleaning as You Go”, and not letting things pile up!

Please, wash pots and pans as they’re used and don’t let them sit as they get harder to clean the longer they are left dirty! (This is something I regularly remind my son of, when he makes macaroni and cheese!)

In addition, regular maintenance keeps a cleaner kitchen and clean pans can be used again quickly, which means we can own fewer pans.

The jury is still out on using the dishwasher to clean your pots and pans. We wash them by hand, which cleans up the kitchen mess and gets the pans into usable form quicker, but takes longer.

When we re-did the kitchen 3 years ago, I dedicated a wide and deep drawer to pot and pan storage, instead of a cabinet. This has eliminated the accessibility and lid-stacking challenges, so if you can try this, go for it!

We use liner like these (see picture, from Amazon.com) when storing my skillets, they really seem to have helped save the surfaces.

Let Your Pots and Pans Work For You.

As mentioned, today’s topic occurred to me a few months ago. It motivated me to:

  • find a replacement lid for one of our saucepans (thank you, Ebay, when your pans are 26 years old and apparently considered vintage!);
  • google the brand of Dutch oven I was gifted, to make sure it was stove top and oven safe (it is); and
  • gift a high quality but never used skillet from my drawer to my college -aged son to use at school.

Don’t expect the pans to make you a good or willing cook:

I have encountered many folks over the years who have bought snazzy new sets of pots and pans expecting that THESE new pans are going to be the ones that magically make them want to cook. That is a pretty impressive expectation for a box full of inanimate objects. The desire and skill to cook is not going to come from a box (sorry), so please stop buying more THINGS.

Spend a little time this week making sure your pots and pans are all together, pared down and ready to do their job! Happy cooking!

How To Organize Holiday Gifts: What Do You Need to Track?

I read in a recent article that many folks kicked off their Christmas Shopping with last week’s Amazon Prime Days.

Also last week, 2 different clients asked about organizing their Christmas presents. I believe in responding to organizing trends, so we’re talking holiday shopping this week!

For the record:
Christmas is over 2 months away,
I have not started shopping, and
I am not encouraging you to start unless you really feel like it.

I just want to answer the question NOW, while folks are asking!

So, the title: How to Organize Holiday Gifts: What Do You Need To Track?

When each client asked me last week how to organize their gifts, that was my first question. What do you need to track?

For example, Client #1 answered: “What I have so far and how much I have spent per person, to keep things even among my grown children and their spouses.”

This is a completely reasonable answer, and typically how I organize my gifts.

Client #2 answered: “How many gifts I have for each person, especially the little kids, because the number of gifts is how the little ones determine ‘fair’, so the number has to be the same.” And she wants to physically organize her gifts purchased so far, to make sure the piles are about equal size in addition to number. Also a completely reasonable answer, especially if you have ever watched little kids in action under the tree!


So, how DO we organize our Christmas gifts?

You have to answer the “What do I want to track?” question for yourself. Sorry. But regardless of what you’re tracking, I suggest a list. Yes, you can make piles of gifts or arrange things physically, but stuff gets moved or people come to visit, etc..

Create your list, perhaps over the course of a few days. On the list:

  • Add the names of people you are shopping for. My lists starts with, for example,
    • Husband Gifts,
    • Husband Stocking,
    • Son #1 Gifts,
    • Son #1 Stocking,
    • Son #1 Birthday (Christmas day),
    • Son #2 Gifts,
    • Son #2 Stocking,
    • Son #3 Gifts, etc….
  • Note anything you have already purchased for each recipient (both clients last week already have some things purchased).
  • Jot down any other ideas you have for each person already.
  • In this technological age, I might also add a link to their Amazon Wish List (like I just received from my Sister-In-Law for my nephew!) or other gift ideas, so I create and keep my list digital in Evernote, but you could do the same in Notes, Google Docs, etc.
  • Then, add columns or notes for what it is you want to track:
    • Perhaps you are like client #1, and want to track total amount you have to spend or have spent per person; or
    • you, like client #2, also want to track total number of gifts per person; or
    • maybe you’re like me – I need a column by due date, as I will need to ship some gifts out of state by early December; or
    • some of the gifts are group gifts, and you need to track who is responsible for which gift; and
    • For goodness sake, MAKE A NOTE OF WHERE YOU HIDE THINGS SO YOU CAN FIND THEM AGAIN!

Start the list this week, even if you haven’t started your shopping! You will be ready to jump in fully prepared when you are ready to shop!

How To Stack & Store Stuff!

January is Get Organized Month! How To Stack and Store Stuff!

Getting organized is a process, and choosing and using the right containers for storage is a really important step in the process!

During my presentations, I talk a lot about Containerizing and how to do it the right way! (BTW, “Containerize” is a word introduced by Julie Morgenstern in her book Organizing From The Inside Out). And for ease of writing (and reading, I expect!), I am talking about large storage containers during this article, and not the little ones in your kitchen cabinets.

Why Containerize?

-To protect your items.

-To maximize your vertical space.

-To keep your items conveniently portable.

-To provide boundaries and limits for collecting.

-To enable retrieval of similar or related items when needed.

To Protect Your Item, choose the right containers that will offer physical protection and structure for your stuff. Consider heat and cold variations when you are storing your stuff (as in, snow globes will FREEZE and SHATTER if they’re kept outside), protection against bugs and moisture and dust. Cardboard is almost NEVER the right choice for long term storage of your belongings because it is susceptible to moisture, dust and bugs plus it degrades over time and usage.

Containerize your really heavy or fragile items to protect them from falling or from harm. And store both heavy and fragile items in small containers with only a few other things (but not together, of course!).

Maximize your vertical space. Containers are great for utilizing your vertical space well, since you can stack containers into tall stacks. When you are storing filled containers, store the heaviest and widest containers at the bottom of the pile, and don’t just keep piling. For safety sake, most stacks shouldn’t be over 3 or 4 containers tall.

Keep your items conveniently portable. I have no intention of moving from my home any time soon. BUT, if I did, it would be super easy to move the contents of my crawl space. Most of the contents are seasonal items and decor, and all are pared down, categorized, containerized and well labeled, so moving would be a piece of cake.

When containerizing, don’t pack really big containers full of really heavy items. Those 18 gallon Rubbermaid containers are great for storing holiday decor, bedding or clothes or toys, but not books and photos and papers – those heavy dense items would make the big containers too heavy to conveniently move and stack.

Containers provide boundaries and limits for collecting. Containers provide reminders of what is the reasonable amount of stuff to keep. Think about your dresser. It seems reasonable to keep one or two drawers of t-shirts (or socks or underwear), right? But if we don’t containerize our stuff in a drawer, it is difficult to determine how much for something we actually own. Containers provide a gauge for quick estimates of content.

When you’re explaining to your kids (or others) how much of something to keep, you can say ‘one container’ or 2 or whatever of memorabilia or stuffed animals, etc.

Containers enable retrieval of similar or related items when needed. Label your containers, so you can find things again. Affix a label to two sides of the container, one end and one side. DO NOT label the top, for as soon as you stack your containers, you will not longer see the top.

Label your container (and DO NOT write the containers’ contents on the container!), and be willing to change them if the contents change. I have spent 17 years now searching for good labels. So far, the best combo is a Post-It note and a Sharpie marker covered over with clear packing tape.

Decide if you want to see the contents of the container or not. Clear containers provide a clearer view, but are often more expensive and less sturdy. In addition, we may want an opaque container for a more uncluttered look in your storage area.

If you are packing away seasonal decor this week, or looking to get organized for 2020, give some thought to the right containers for the job!

Pecan Balls Should Not Be a Breakfast Food

It is that time of year again.

No, not THAT time of year! To be specific, this is the time of year, after all the other fun and festive and fabulous times of the year, when I really need to clean my fridge. And I am going to put that in quotes, “Clean My Fridge”, as there is a lot more to this process than just a little cleaning.

You see, for the past week or two, there has been containers of freshly baked and delicious cookies on my counter and in my fridge. Next to the holiday staple of the hot chocolate tray, complete with candy canes for stirring. And the bags of chips, Mikesell’s brand from Ohio, to be specific, that my wise and awesome cousin shipped to us all as gifts. (They really are THE BEST!).

These are all wonderful things. But there is still a problem, and that problem is that any other time of the year, I would not dream of having candy in jars on the counter, easy access to dozens of cookies, multiple bags of chips on hand, three different types of desserts in my fridge… well, you get the picture, I am sure.

Any other time of the year, I would head to my breakfast counter and make my healthy breakfast shake and take my supplements, but lately I’ve found myself making a detour at those baked goods, despite the fact that I know that Pecan Balls are not an appropriate breakfast food for adults.

So, join me in “Cleaning the Fridge” or whatever you want to call it. How to? Read on.

Take a deep breath. Empty the trash, and reline the can with a new bag. Clean off a counter. Take another deep breath.

First, take stock of what you have in the fridge, freezer, on the counters, etc.

DO NOT OPEN anything else. Got boxes of crackers, bags of chips, cookie ingredients? HOLD ON TO THEM. New Years Eve get-together, Super Bowl Party? Yes, those snacks will keep. Don’t open anything else.

Plan your menu for the next few days to wrap up what you have. For example, we had left-over side dishes from Christmas dinner, so I made a pork roast on Friday, and we ate it with some of those side dishes. De-lish.

Consider your health and wellness goals that may have been ignored for the last few weeks, and recommit to making those good habits your regular habits again.

Dig a little deeper in the fridge and freezer, and purge the left overs from before your Christmas Dinner. Review the produce bin, toss out anything that has gotten slimy during your week of vegetable neglect.

Plan, too, your menu for the next few weeks with those healthier habits in mind, and re-stock your fridge with healthier options.

My “Clean the Fridge” today walks hand-in-hand with a trip to the grocery for that healthier option restock.

As my final step, I also put away some of our holiday themed serving dishes to reclaim some cleared counter space. (Insert a big sigh of relief here!)

Make some time today or tomorrow to “Clean the Fridge” or reclaim your counter for good habits, and you will thank yourself later!