Category: Organize Your Stuff

Take Your Accountant’s Advice (or mine)

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

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

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

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

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

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

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

Start With The Easy and Obvious. Just Start.

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Let’s Start with Starting. 

Some days, our most important word is “start”.

I received a text from a client this week. She is delightful. I work with the most amazing people.

She is an in-person organizing client.  We were scheduled to work together later that day, and she was thinking through her project list and what she wanted to accomplish that day. She has a few high priority projects and determining where specifically we needed to spend our time since we would not be able to accomplish all the projects in the time we had scheduled. She didn’t know if we should start on putting away the Christmas decoration bins or start on the basement storage space or start on the clean and dirty laundry in the primary bedroom and walk-in closet.

And, of course, this is a great question to ask. Where to spend our time? But more importantly, of course, is that all of those options start with the word start. Because if we want to make progress in any direction we have to start. 

In this case, we started with the easy and the obvious, with the big project RIGHT IN FRONT OF US, which was laundry.

If you also wonder where to start on your organizing projects, here is the answer:

  • Start with the easy and the obvious.
  • Start with a project that is small.
  • Start with a project that is completely straightforward and un-emotional.
  • Start with the project that you’ve already made progress on or is almost done.
  • Start with the obvious. If you want to organize your kitchen today, load up the dishwasher and clean out the sink first before you open one cabinet or drawer. 
  • Start with the easy.  Take out all the trash and recycling.  Those are already-made decisions and getting that all out the door can jump start our motivation.
  • Start with what is on the floor in front of you, because that will make taking a next step easier.
  • Of course, You can always start with the hard and intimidating, too, but that is a topic for another article!

Just so you know, this article is not just about physical organizing.

My organizing work also utilizes the skills I’ve learned in coaching because in the best organizing sessions, the conversation stays solidly with the client, the client gains awareness, we utilize clear communication and powerful questions, and we set my client up to continue to succeed.

This client texted me that she was overwhelmed. She had small children home this week due to the cold and snow here in Chicago. The holidays wrapped up less than a month ago.  January activities are in full swing. I say all of this because, hey, who among us hasn’t felt overwhelmed?

She was asking for guidance around prioritizing work and projects.  She is clear on what her projects are but was sorting out where was the best place to start.  She was crafting her plan for our time together based on needs (hooray!!!).  And for our purposes that day, the answer was Start with the Easy and the Obvious.

So regardless of if we’re working on organizing a bedroom or in coaching, setting our professional goals for 2024, the process and questions are similar!

We determine needs – in my client’s example, the needs were physical spaces that needed to be organized, for better functioning of her home and therefore some peace of mind. 

Next, how do we prioritize? What shall we do, first , second, third, etc.? Let’s make sure that what we’re working on, in organizing or in coaching, is important. That it will move us towards our goals, will improve our lives. Let’s think it through.

For this client, we could look at our three options, Christmas bins, storage space or clothes, and we could acknowledge that all three were important but taking care of the clothes and laundry would help immediately.  So, we started with the Easy and the Obvious right in front of us.

And once we know what to do and when, let’s actually make the work happen.

SO THEN WE START.  And the twist here is that STARTing is the easy and obvious step to take.

My client started the work when we set the appointment for this week a month ago. 

She started the work when she reached out to me earlier in the day to tell me that she was overwhelmed but still willing to work.

She started the work when she texted me to talk through priorities.

And when I got to her house, after we talked through things a little bit longer, we DOVE IN and made great progress on the clothes / laundry / bedroom project.

If you, too, are wondering where to start on your organizing projects, let’s review.

  • Start with the easy and the obvious.
  • Start with a project that is small or impersonal or already started or almost complete.
  • Start with what is right in front of you.
  • Just start.

What does that look like for you this week?  Sure, this has been about an organizing project, but let’s ask the question about you personally.

What is easy and obvious? What simple things can you change to make things better in 2024? 

  • Want to eat healthier?  Bring home healthy foods.
  • More exercise or movement?  Every time that idea occurs to you, stand up and move around your space.
  • Improve your relationships? Text a friend.
  • Better sleep in 2024? Got to bed.  No really.

Start.  Just start.

Everything? Sure, But Not All At Once!

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

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

And that really resonated with her.

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

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

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

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

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

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

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

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

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

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

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

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

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

Working with quarters helps my brain every day.

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

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

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

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

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

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

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

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

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

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

Let’s Get To Know “Time Blocking”

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

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

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

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

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

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

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

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

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

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

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

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

Time Blocking = Batch Work = Time Chunking

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

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

All projects are comprised of a series of smaller projects.

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

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

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

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

For example, on a given Thursday,

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

Realistically my schedule for that Thursday could look like this:

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

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

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

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

The ground work for time blocking is:

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

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

Give Time Blocking a try!

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!”
  • Or “We 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.

Put Things AWAY! Before procrastination makes us stumble!

I have spent time, in podcasts and articles and newsletters, this year talking about how much easier life is when we leave a few bags packed.

Those bags included, for example, my bag of chargers, my toiletry bag and my go-bag for work. It’s great to have those things ready to grab and go, knowing that they and you are ready for everything.

I love that.

However, I want to take a step back on the “You Are Ready” part. And recognize that while there are some bags that need to stay packed, there are more that should NOT stay packed.

Over the summer, I’ve shared photos or videos on my social media platforms that “That It’s a five bag day or even a six bag day.” I think 6 was the most, thank goodness!

And let me explain: There are many days in my life that require more than one bag. The number of bags on those days were a measure of the complexity of my calendar! As in, one post shared: “Today is a 5 Bag Day – I have a client in the morning, then a presentation in the afternoon, and then I go straight to a school board meeting or a choir rehearsal!”

  • Which means, as I leave my house that morning, I had 5 or 6 bags:
    • The first is my everyday bag (mine’s a backpack);
    • Next, I have my go-bag that I take with me every work day with extra chargers, a change of clothes since occasionally organizing is dirty work, a car snack, a rain coat etc.. That bag is always packed, and is sitting near the back door right now.
    • I also had my cooler lunch bag, since I pack my lunch to save time and money, and to eat healthy.
    • That day I needed a bag with my clothes to change into, from organizing clothes into snazzier presentation clothes;
    • And then the bag with my laptop and content of my presentation, and in this case, also, my bag for board work too.
    • Whew! That’s a lot of stuff! (At one of those summer presentations, a participant suggested I just need to carry one really big bag to hold everything I needed for that day. But he realized as soon as he suggested just one bag that the one bag would have to be huge and very heavy to make that work!)

I recently ran into a friend who mentioned that she loved the Many Bag Day posts because we all feel like that some days, with our variety of roles and responsibilities that we hold. And when this friend mentioned that she loves this idea and it really resonated with her, I said, “I need to do a part two that reminds us all that we also have to unpack the bags at the end of the day!”

And that’s where we’re headed today. The unpacking. Which is literal unpacking, but also a analogy for completion.

Let me explain: I started out talking about how a few bags need to stay packed, but that most don’t. And I mean, seriously, at the end of the day, most bags need unpacked. Now, ok, maybe it’s the next morning. So I’ll give you 24 hours. I guess I don’t really want to, but I get it. But for the most part, all of those bags, once I’m completed with doing all those things, they all come home and the stuff comes back out of the bag.

Because “In the bag” is not where that stuff lives. It should live AWAY. “In a bag” is not away. And we need to put our things away.

  • We need to put our things away because it is likely we have to pack another bag the next day or the day after, with other things in it for that day’s responsibilities.
  • This is assuming a finite amount of things. A finite amount of bags, a finite amount of clothes for presentations. There should be limits.
  • And I also put those things together in different combinations from day to day because as it should be. That makes sense. But the point is, yes, it could be a six bag day, but then I’m going to come home and I’m going to unpack the lunch bag, because day old lunch remains in a cooler bag are disgusting.
  • Or, I’m going to unpack the clothes I wear for work or for my presentation. Those need to go in the hamper, get washed and put back into rotation. A client mentioned their child’s soccer bag – and ALL of that stuff needs washed regularly!
  • My board of education work comes out of the bag because I need to take care of tasks, and I also need to put the binder away after I pulled out the tasks that I need to complete.
  • A truly successful day for me, means that at the end of the day, I’ve completed all my things that I wanted to complete while serving others.

And part of that process, and the signal that everyone is done, is that all of those bags have come back in the house, been emptied completely, and are away, as are their contents.

So, full bags, partial bags, bags when we don’t know what’s in them? What does this have to do with procrastination? Here’s is where I want to shift to thinking about the analogy of the bags.

Let’s think about what I’ve said for the last few minutes in terms of activation and completion.

  • I started my day. I planned to go places and do things.
  • I packed stuff to go with me to do the things, so that I have the tools and accessories to do the things.
  • I successfully did the things. Yeah!
  • I came home, and now I am finishing the things.
  • Wow. Yes. Finishing.

Because finishing is a tough one for some of us. We’re not always so good at that.

Sometimes we procrastinate on starting, and other times we procrastinate on finishing.

So, good for us, we start the work, awesome.

Also yeah us, we did the work. We persevered and completed the work awesome.

But now we need to finish. And for me, as the example, finishing means unpacking the bag, putting all the stuff away.

Completed work is great, but the job is not done till it’s all away. When we shift our thinking to encompass the steps around completion, we set ourselves up to succeed next time.

I made jam a couple of weeks ago and that was great. I learned how to make jam! I am proud of the new skills I acquired. And it’s Delicious! But the work wasn’t totally done until the pot was actually washed and away, right? Jam made AND All the Stuff AWAY was really the finish line.

Completion. The work is done. But completion means work is done and tools are put away. Sometimes we procrastinate on the done part. As in, “Great, I did the work. But now here it all sits.” We can revel when the work is complete. But if , in my case, there are still packed bags by my back door, I’m not actually done.

I have clients who get 85%, or 90 or 90% done on a project. And then they drop the ball on the last 5%. And that is where mental and physical clutter comes in, and negative self talk.

For me, that last 5% is the WooHoo! moment. Don’t deprive yourself of the woohoo moment! The woohoo moment of “I did it!”. The woohoo moment is where it’s at!

Back to the bag idea. Let’s walk through the last 5%:

  • I can take a moment, with my bags around me in my office.
  • I can say – “Yes, I did it!” I served my client well this morning!
  • I ate a healthy lunch, took care of me and put a few snacks in there too.
  • I presented today, knocked that out of the park. Yay me. I love getting to meet people!
  • I safely drove everywhere I needed to go today. Thank you, Lord.
  • I ran a good board meeting and got my board work done.
  • AND NOW, actually and also metaphorically, I’m going to unpack it all and put it all away.

My suggestion this week, after you ponder the actual bags and also the other areas of your life where the bag idea applies, is to craft a habit around leaving time at the end of your day to completely finish the work and unpack the bags. Or file the papers, or put away the large pot you used while canning jam.

I wrote this content first as my podcast content, so I wrote it the last week of September. And I know this is going to be a many bag week! The day this podcast airs and that the newsletter is sent will be just a few days after my oldest son gets married. I know it will have been a wonderful experience. And I also know that soon after all the events are enjoyed, I will take some time and unpack all the bags, real and metaphorical. And I will appreciate and revel in the wonderful completion. And then maybe take a nap.

Adopt the “Clean As You Go” Habit

“Are you a ‘Clean-As-Yo-Go’ person?”

Why yes, yes I am. 

This article, and the related podcast, will be highlighted in Clutter Awareness Week, the 4th week in March.

I want to share an idea that can shift your thinking.

Let’s start Clutter Awareness Week by being aware of how we create clutter and how we can make a simple change that helps clutter NOT EVEN HAPPEN!

Clean As You Go (CAYG for today) as a strategy makes life flow so much more smoothly.

There aren’t messes to clean up because they either never existed or they’re already gone. Because, let’s face it, I am more certain about having the time to take care of things now in this moment than I am of having the opportunity later.

And if you know me at all, obviously, I’m not actually talking about cleaning. Or not just about cleaning.

At Thanksgiving, my brother and I were chatting in the kitchen as I put together a casserole.  Amid whatever else we were talking about, most likely life and/ or Euchre, which are one and the same for my family when we’re all together, he commented – “Ah, you are a Clean As You Go person.”  This is the same brother who claims I have turned OCD into a business model to which I object, but his observation was no surprise. And in this case, it felt more like an acknowledgement of like and like. 

And, yes I am absolutely a Clean As You Go person.

I won’t say messes don’t happen, because – Of Course They Do! They just don’t stay. Messes aren’t there because they’re already gone. Clutter doesn’t stay.

AS I baked cookies the other night for a friend, I realized the process was an excellent example of how CAYG makes life easier.

  • I have cookie baking down to a science, for real.  Baking is a love language for me. I was making a double batch of basic chocolate chip cookies. Recipe by memory, full butter and eggs, extra vanilla of course, two kinds of chips.
  • A friend on Facebook accused me of storebought cookies (gasp! the horror!) because in a picture I posted, my cookies were too consistent and “pretty”. I shared the secrets of my kitchen aid mixer, parchment paper and steel spring loaded 1.5″ cookie baller. Yep, we are pros. But I digress.
  • Let’s look at my baking through the Clean As You Go lens:
    • I start with clean counters, of course. Mine is not a big kitchen, so clean counters ensure available work space.
    • I run a sink of hot soapy water.
    • I take out and line up all the ingredients:
      • butter was on the counter coming to room temperature;
      • brown sugar, white sugar, flour containers from one shelf in my baking cabinet;
      • vanilla, salt, soda and chocolate chips from the shelf below;
      • eggs from the fridge;
      • kitchen aid mixer, measuring scoops and spoons.
    • I am working towards a clear counter again by the time I am done.
    • I measure out then put away the sugars as they cream together with the butter.
    • I splash in the vanilla and put that away, too.
    • I add the eggs, tossing the shells in the garbage disposal and putting the carton away while the eggs beat into the mix.
    • I add the flour, salt and soda then chips, put those away, and immediately slide the measuring scoops and spoons into the sink to be washed.
    • The counter cleared of ingredients is the signal to me that all of the ingredients are in the dough.
    • Other than the inevitable scattered dusting of flour and sugars when I start to ball the dough, the counter is clear of stuff and ready for my cookie sheets
    • I am working towards a clear counter again by the time I am done.

WAIT, WHAT?

For the third time,
“I am working towards a clear counter again by the time I am done.”

“The counter clear of ingredients is the signal to me that all of the ingredients are in the dough.“

Yep, that is what CAYG can do for you. And, as I mentioned earlier, I’m not actually talking about cleaning or baking, or not just cleaning or baking. This is Life.

Another trick I’ve learned to make really good cookies is to move the cookie sheets around in my oven half way through their baking cycle. So I set a 6 minute timer, shift the cookie shets to different shelves, and then bake for 5 more minutes.

And I use those 5 and 6 minute blocks of time amid the baking cycles to finish balling up the cookie dough on another clean cookie sheet, load the mixing bowl and measuring cups in the dishwasher, wipe down the mixer and put it away and wipe off the counter so I have somewhere to put my cooling cookies when they come out of the oven. By the time the first pans come out to cool, the kitchen is back to clean.

Cleaning as you go, in cookies and in life, make It makes life flow so much more smoothly.

Where else can we use CAYG?

  • I use it when I travel, immediately repacking my dirty clothes into empty packing cubes so when it comes time to leave, I’m already packed.
  • How about when I put my tools back in my tool bag while at a client house? I don’t want to leave a mess at a ckient’s house, and I don’t want to forget anything behind.
  • Or this idea, one of my very early articles about my morning line-up?

Let’s step out of my kitchen and into my office for another example:

We can use the CAYG strategy in our email in-box, too. My email inbox is sorted with the most recent items first (of course). As I act on email messages and complete the messages or tasks associated with them, I move them to subfolders and out of my main in-box. Back to the goals listed above, translated from baking to productivity,

“I am working towards fewer email messages (mine is never at Zero, but it’s less!”) again by the time I am done.”


“No new emails in my inbox is the signal to me that the work is complete.”


And once this strategy is a practice, so much of this can be accomplished with clear focus during small blocks of time!

My challenge to you this week, then, is to look around at your physical spaces and also at your calendar / tasks / etc.!, and determine where else this strategy can be applied! Then pick an area and flex that CAYG muscle in that area until it becomes a habit! (and then, of course, move on to the next area!)

Recombobulate With Routines and To-Do Lists

Recombobulate. Is that even a word?

Ever feel discombobulated? A little off, a bit scattered? Me, too. For example, just today.

We run a humidifier all winter. It’s great for our health, and the added bonus is the white noise it makes that helps me sleep better. I woke up long before my alarm to the sound of silence. And not just the lack of white noise, I mean SILENCE.

According to the electric company service text I received at 3-ish am, we had a power outage due to a damaged line in our area. So… SILENCE. No white noise, no furnace. I’m unclear whether it was the chill or the silence that woke me, but something surely did.

And we still needed to get ready for work, take candlelight showers (hooray, new large hot water tank!), make instant coffee (thank you gas stove and Starbuck’s Via packets), and get the cars out of the garage together since the opener won’t open without power.

First world problems, I know. Truly, no major crisis. Sounds like an adventure, I suppose, but I was also wondering how I was going to coach today with no wi-fi and a slowly draining laptop battery. Thankfully – hooray! – the power returned just before my first virtual meeting so I was back in business and didn’t have to set up camp at a local coffee shop. But the whole experience just made the rest of the day feel… off. Weird. Unsettled.

Which makes me more grateful than ever for my Routines and To-Do lists.

When the power came back and as I worked to gather my thoughts and get back on track with such a strange start to my day, I made the conscious decision to check in on my routine tasks (that apparently require electricity!) and make sure that, even though the day had started bumpy, I had completed all of the routine tasks that keep my day and week running smoothly:

  • Made my healthy smoothie;
  • started laundry;
  • checked the charge on all my tech items; and
  • put my car back in the garage, cleaned it out and repacked my work gear for the work week.

The routine tasks were completed at NOT routine times, but I was grateful to know exactly what I needed to do to keep my day and week on track.

Then, after the routine tasks that keep life moving were completed, I returned to my To-Do list for the day.

My consistent, reliable and drama-free To-Do list, always available and waiting patiently for me to act. And since yesterday’s Colleen had put it together and her day had not started out so bizarre, the plan and paths were clear. And all day long, when I was feeling discombobulated and found my focus and energy wandering, I turned again to my To-Do list to get back on track.

The moral of the story? Spend some time today and this week, hopefully in times that you are NOT already feeling discombobulated or a little scattered, looking at how your current routines and to-do lists can help you stress less, get back on track when you veer off course and stay on track to get things done with more ease.

The Basics: What MUST Be In Your Pocket?

When I started writing this article yesterday, I planned to write it from the going-off-to-college perspective. But, this morning, a 4 year old changed my plan.

Can we start with the basics? 5 things, maybe 6. BASIC. But so very important.

Let’s call them our Pocket Essentials. The items that you consider essential to leaving the house. Your Pocket Essentials are personal and change with age or stage in life. So, my Pocket Essentials for leaving the house – the bare minimum without which I cannot leave – car and house keys on one ring, phone, wallet and sunglasses. Truly, I can get pretty far with just these few things. But without them, I can’t even leave the garage.

From the 4 year old (a client’s daughter), she needed her dollar bill – HERS, not her sister’s, because HERS is smooth and her sister’s is crinkly – and a pink formal long glove. Just one. And very bright pink. And please, don’t question her choice. (She and her siblings were delightful.)

This summer, my son’s pocket essentials for work are his phone, house keys and electronic time card. If he leaves without any of those things, he has to come back for them. When he goes off to college in just a few weeks, he will need to establish A PLACE and JUST ONE PLACE for his college Pocket Essentials – phone, college ID and room key.

The point:

Identify your essentials, whether you are 4, 18 or 50 something.

Establish A PLACE for the essentials to live.

Then, cultivate the habit around making sure your essentials live in that ONE PLACE when you get home so they are ready again for you when you leave.

I have a theory when it comes to organizing and time management: How we manage transition times in our day can make or break our schedule and success.

Transition times are the many instances in our day when we switch from one task to another, one focus to another, one location to another, etc. They include: getting out of bed, leaving for and arriving at school or work, heading to lunch or getting back from lunch, leaving from school or work, arriving home, making dinner or going to bed.

If you live with at least one other human or pet, you also have to factor in their transition times. And when we look at how many instances in a day we are shifting gears, it’s easy to see how many instances there are also to stumble!

So, to Recap:

Establish what your Pocket Essentials are. A short list, not too much to keep track of, but Essential nonetheless.

Then, establish ONE PLACE. By the front or back door? We have a little basket mounted on the wall by the back door where my husband keeps his Pocket Essentials. Mine are all contained in my backpack, also near the exit. Perhaps on your dresser or the kitchen counter? Pick ONE PLACE. Let others in the house know where the place is. Put a nice dish or basket there just for the Pocket Essentials. maybe a charger for your phone, etc.

Finally, establish the habit of keeping your Pocket Essentials in your ONE PLACE while you’re home so it’s waiting for you when it comes time to leave.

My habit is to take off my shoes by the back door and then take everything out of my pockets onto my desk (right next to the back door.) Keys get clipped to my bag, sunglasses go in my bag, phone gets charged on the desk if necessary. Same goes for my family members, dropping their Pocket Essentials by the door or on their dresser. If any of us find those essentials elsewhere in the house, we return them to their ONE PLACE.

And if I happen to walk by my bag and the keys are not clipped to my bag, or my phone is not where I expected it to be, I had better go track it down! Before missing my Pocket Essentials messes up my next Transition time!!

Got Paint?

I just shared this information in my weekly newsletter, and I wanted to park it out here for future use!

Let’s also talk… paint! As I wrote a newsletter about garages, my friend Jen asked “Where  Can I Dump Paint?”  Excellent question, friend, and here are some answers:

  • Paint should be stored inside your home away the extreme temperatures found in a garage.  Paint should never freeze.
  • Check out this non-profit organization, Earth Paint in Wood Dale, IL to recycle your household paint:  http://earthpaint.org/.  
  • Check with your local Habitat for Humanity regarding donating still-usable paint.
  • In the Spring and Fall, check your metropolitan area for paint and hazardous material recycling events.
  • If you live in Evergreen Park, contact Waste Management At Your Door to schedule a pick-up of paint, hazardous materials or e-waste, https://wmatyourdoor.com/
  • If you have to purge paint:
  • Paint should never be poured in the ground or down the drain.
  • If you have water-based or latex paint and can be patient about its disposal, pry the lid off and leave it to dry out in your garage out of reach of children or pets. Once dry, the can should be disposed of in your regular weekly garbage collection.
  • To expedite the drying process or if you have oil-based paint, you can purchase paint hardener (like this) to add to the old paint, wait 20 minutes until it is hard as a rock, then dispose of the can in your regular garbage collection.