Category: Taking Care of Business

Leadership Advice: Follow The Plan Not The Mood

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I had the amazing honor to be a part of the recent Chicago Women’s Conference at South Suburban College. I was asked to be a panelist for the “Turning Passion To Profits Panel”, which I mentioned in last week’s article and episode. This was a great opportunity to meet my fellow panelists and also impart wisdom to our attendees. In addition, though, I say I was honored to “be a part of” the Conference because I also got to attend and learn from amazing people!

In the first session, we heard from 4 Women In Leadership. One of the pearls of wisdom shared by the high powered panelists was the reminder to “Follow The Plan Not The Mood.” (I wish I had been sitting closer to the panelists so I knew specifically who said it, and I would give proper credit! And a quick google search shows it repeated often by wise people!)

Wow.

Yes, this.

That really resonates with me.

Before I go further, I will remind you – I am a coach and a certified professional organizer. I am not a therapist or a doctor, and when we talk about mood today, I am not talking about the extremes like depression, bipoloar disorder or mania. I am talking about our typical moods from day to day.

Back to the topic.

Follow The Plan Not The Mood.

Let’s talk professional or work specific plans here. I am going to assume we have good plans. We plan, we make plans, we make decisions on what we need to do – we make those decisions based on many factors: research, logic, the needs of our customers or clients, input from others, etc. Right? We know what tasks we need to complete today or this week to do our work or make progress or move us towards our goal. Those tasks, without judging them as hard or easy or long or short, we know what they are. And, we know we need to do them for the reasons I listed above – they are our work, they serve our community, we make progress or we move towards our goals – they are linked to things that we define as successful – money, clients, esteem, business building, etc.

We Make The Plan. But then, sometimes, something mercurial and unpredictable like a mood can de-rail us. Sometimes before we even get started.

Long ago, I had a client who was waiting for The Day. The Day that she would wake up and that would be the day that she would want to, be motivated to, have the energy to, get organized. The fire would be burning from within, there would be that glow, that energy. The planets will have aligned. The angels will sing. She was sure that some day, this beautiful but still mythical day would occur.

And I love that idea, that image, that dream, for her. And for all my clients. and even for myself! But so far, when she and I were working together, for this client, it was still just a dream. She understood the importance of being organized, which is why we were working together. She desired to BE organized, but she was not motivated to GET organized. She was waiting for the Mood to align with the Plan.

She was grown, likely in her 50s like I am now. And never once in her 50+ years on the earth had that magical mood ever happened on its own. She was still hoping it would, despite all data and experience pointing to the unlikelihood of that event. And the bigger problem was that she was WAITING for that mythical and unlikely day to happen, before she would work the “get organized” plan we had created together. She was WAITING for the day when she would just wake up and magically, transformatively, somehow, want to get organized. But we can’t rely on magic or waiting for The Mood to strike to make things happen.

The opposite can be true, as well! Perhaps we tend to be in a good mood and therefore productivity comes easy but we also get distracted with activities that come from a good mood like play!, or we rely heavily on the positive mood until the mood dips and then we need to return to Following The Plan, regardless of the mood.

And, let’s look at some vocab: per Psychology Today, PsychologyToday.com

  • “Emotions are real-time data sparked by sensations in the body.” (e.g., love, fear, joy, disgust, surprise, anger, sadness)
  • Next, “Feelings can be more biased, altered by mental misconceptions.” (anxious, calm, relaxed, resentful, frustrated, hopeful, typically a blend of emotions)
  • A mood can be a composite of emotions and feelings, and is thought to be less intense than an emotion.

Let me say, Emotions matter. Feelings matter. Mood matters. These are important and need to be respected. And, they are subject to change. In all directions!

There are days that I may say – ugh, I am just not feeling it today. And, “it” is likely work, adulting, or other tasks that feel difficult. Perhaps the emotions are hitting hard that day, like sadness or anger, or love and joy. Highs and lows, right? I liked that definition of Emotions as “real-time data”.

However… data changes and then emotions change. Feelings can be altered (also per the definition!). And mood can be impacted by changes in both, again – in all directions.

Follow The Plan Not The Mood. There are going to be days that what we are feeling does not fully support the plan. Emotions are not good or bad, they just are. Feelings are more subjective, for better or for worse, right? Extremely positive moods and feelings can also keep us from working the Plan for the Day just as much as negative moods and feelings!

But we still need to Work the Plan. The needs still must be met, the work likely still needs to get done.

Let’s remember, then, that feelings and moods are fickle. They can be changed by external forces. And the good news is, they can also be changed by internal forces. We can take action to adjust our feelings and moods and get back to Following The Plan.

We remember the plan, we acknowledge the emotions and the feelings, we check in on our mood. We can do things to Work the Plan even when it’s hard, with any strong feelings! The first step is awareness, of course. When the Plan isn’t matching the mood, check in. What are our current emotions? Current mood? Current feelings?

The Plan still needs to be followod, but we can also ajdust the mood, to make it easier to Follow The Plan. An informal poll of friends and family yielded the following ideas to adjust the mood to Follow the Plan.

  1. Feel your emotions and feelings strongly for a little while – like set a timer! Grab a journal, wallow for half an hour, celebrate for half an hour! Acknowledge them and feel them! And then adjust.
  2. Take care of self regulation tasks like eat food, drink water, take a shower, etc., and then get back to the work.
  3. Do something physical for a short time, like take a walk or work out, and then come back. This can both use and also generate energy, and boost the mood.
  4. Go outside, in sunlight if possible. Breathe the air, move around.
  5. Bribe yourself. Yes, I said that. Bribe yourself with a reward – a break? a treat? to do the work, until the mood more matches the plan.
  6. Create a playlist for yourself to boost your mood or motivate yourself. Yes, I have songs on Spotify I listen to when I need to boost the mood (anything by Will Evans or Chad Hollister, TBH).
  7. Visualize the Victories that will come from Following The Plan.
  8. Break the steps of The Plan into really small steps, to generate some momentum.

Follow The Plan Not The Mood.

Know the plan and get to the work of your day. And if the mood isn’t matching the Plan, that means we need to adjust the mood and not the Plan. The Plan remains the same, but we can respect and then also adjust our mood.

And this wisdom was from a panel of Leaders. Executives, Motivational Speakers, University Presidents. If I am going to take advice from others, I want to take it from them. The advice was not to ignore or squash the emotions or feelings. But was we take action, we follow the plan. And to make that less of a struggle, we can adjust the most subjective part of the equation, the mood, to increase our chances for success with Following The Plan. I love hopeful and magical thinking as much as the next person, but I am not going to leave my success up to chance! And neither should you. Follow The Plan Not The Mood.

It’s Story Time. The Story Of My Company.

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I was asked to present at the Chicago Women’s Conference this month. When this article comes out, I will have already been on the “Turning Passion to Profits” Panel, and in preparing my notes and message for the conference attendees, I realized that I have never shared publicly, or at least not in my podcast and newsletter, my company’s origin story.

So, let me catch you up to where I’ve been, how I got here, and where I think “Here” is today!

Passions to Profits, let’s think about that! And I love that idea. And I absolutely turned something that I love to do into a business for myself.

So here is the story:

I grew up in Kalamazoo, Michigan and went to the University of Dayton in Dayton, Ohio, for undergrad, where I earned my Bachelor’s Degree in Business Management, with minors in psychology and musical performance. Long term / big picture, I hoped to work in HR some day, helping people to do their best work and live their best lives.

I was fortunate, more fortunate than many of my fellow grads, and had a job offer in my field before graduation. It was the early 90s, and not everyone could find a job.

I moved home to Kalamazoo on a Sunday, bought my first car on Monday and started my retail management job on Wednesday. The pool and spa company where I worked the summers in college had asked me to manage one of their locations, and I did. I worked in retail for a year. I liked the company, and my co-workers and our customers, but I’m not fond of retail. I had continued to take classes at home to expand my administrative skills when the store was closed for the winter, and I became a health unit coordinator, or unit secretary, depending on where you worked. By the Spring, I had two job offers, one at a hospital in my home town and one at a hospital in the Chicago area where my then-boyfriend-now-husband lived, so – that is how I came to Chicago and also to Health Care Management.

I worked as a Health Unit Coordinator for 2 years, and then started at the University of Illinois at Chicago as the Residency Coordinator in the Department of Medicine, handling 130+ internal medicine residents during their residencies. I loved the job and my co-workers and residents, and I was getting closer to what I truly wanted to be doing, helping others to do their best work and live their best lives. In addition, as an employee at the University of Illinois at Chicago, I was able to pursue a Master’s Degree for free. I completed half of the course work for a Masters In Health Professions Education.

Health Professions Education was where I was spending my professional time, supporting the learning of medical school students and internal medicine residents. I was getting closer and closer to what I imagined that I wanted to be doing, and definitely closer to where I am now, espcially now that I am an adjunct professor or visiting instructor at three community colleges, teaching adults in career training programs.

I took a pause on my Masters when I went on a medical leave to have our first child. He’s 27 now. I returned to UIC half time, and within a few years, had baby #2. He’s 24 now.

When we had baby #2, we realized we were outgrowing our 2 bedroom home, and soon bought a new home. We bought the home from an estate, and the family we bought it from left many furniture items behind, telling us we could do whatever we wanted with them – use them, sell them, whatever. I would like to think they were being kind. However, I am smarter now, and would never agree to that again, but I digress.

The Spring after we moved into our second home, we decided to have a garage sale to part with the unneeded items from our old home and the current home. I had never had a garage sale, and I turned to technology. Yes, I went online to research how to have a garage sale. One of the websites I visited said – “If you have a lot to sell, consider hiring a Professional Organizer to help you.”

Say what now?

I said “Professional Organizer?! That is a thing?! I don’t want to hire one, I think I want to be one!!”

I checked out the link to the National Association of Professional Organizers, or NAPO.net, researched more about the idea, and let the thoughts percolate for a few years.

I was working half time in an office in downtown Chicago. Driving or taking the train, my husband and I were both an hour away from home. And as my kids grew, I realized I needed to be home more, and have more flexibility. I struggled with finding someone to take my son back and forth to pre-school, or managing things like the dreaded call from daycare when someone gets sick.

So I decided to start my own Organizing Business, to be home more and have greater flexibility. Now, I realize, as I look back, not everyone would do I would do. But it was logical to me at the time. I would be my own boss, I could set my own hours. I have a degree in Business Management and experience in administration and management and I knew I could manage my own business.

I looked at start-up tasks: deciding what I wanted to specialize in, joining the professional organization, purchasing insurance, purchasing the tools to do the work. There was not much guidance out there at the time in getting started, but our industry is much better now about supporting new organizers in getting started. I had an amazing mentor, a professional organizer in my community, who let me pick her brain for HOURS! I appreciate Pamela to this day and try to pay her kindness forward by answering questions for new and prospective organizers just like she did for me!

In Summer, 2003, I had decided what areas of professional organizing I wanted, and didn’t want!, to specialize in. I ordered my business cards, wrote a letter (yes a lettter!) describing the company I was starting and asking friends and family to help me spread the word. I took a deep breath and mailed the letter and business cards to 70 people (yes 70!). Then we went on a vacation with family for a week. I had calls from my first two clients when I got home, thank you, Rita and Brian. And there is a lot of life and learning in between now and then, but here I am.

I was then and am now aware of my skill set and strengths. I have excellent organizational skills, communication skills and the desire to help others, all three required for the type of career I was proposing. I was also aware of my weaknesses, and managing those is important for sustainable success. And relatedly, I was slow to identify areas that weren’t necessarily strengths or weakneses, but more importantly, were the areas where I need assistance. I have gotten better, but I am still not good about asking for help.

However, circling back to the beginning of this article, I knew, in life, that I wanted to work with people to help them be the best they wanted to be. I wanted to do that with people, for people. And here I am.

Hello,

  • I’m  Colleen Klimczak, CPO.
  • I am an organizational and productivity coach and a certified professional organizer.  I own Peace of Mind Professional Organizing, LLC.
  • Since 2003, I have been helping my clients live better lives through organizing, and organizational and productivity coaching.
  • I support my clients and my community with
    • coaching,
    • in-person and virtual organizing,
    • my weekly Podcast called Your Organized Life with Colleen Klimczak,
    • a free weekly virtual productivity session called Finish Line Friday,
    • a free weekly email newsletter and
    • regular content on Facebook and Instagram. 
  • I also offer presentations and professional development to groups and companies.

If you are thinking of starting a business, here is some wisdom you didn’t ask for but that I want to share with you all the same:

  • Know your skills. And also know what skills you lack. Be ready to figure out ways to compensate for skills you lack, or to learn the skills.
  • Know what you do NOT want to do. Prepare to hold firm to that. I tell potential professional organizers that their first step is to go to the NAPO.net website and figure out what they DO NOT want to do.
  • Look at your industry – how to enter, what barriers to entry you may need to overcome, and what other people are doing.
  • Be ready to find out you don’t know nearly as much as you think you do. But here is the good news, you can figure out almost anything, if given the time and creativity and imagination and resources.
  • Success or failure are not a reflection on your value as a person.
  • Trying to “do it all results” in opportunity costs. You are the talent. You likely cannnot and should not “do it all”. Which leads me to:
  • Who is on the team? Who are your experts? Start thinking like a CEO, and look at what your company needs, even if it is a company of 1. You may fill many of these roles yourself, but every company, big or small, needs:
    • accounting (tax planning, big picture planning)
    • bookkeeping / accounts payables and receivables
    • operations like administration / scheduling / correspondence
    • legal / insurance
    • social media marketing / advertising
    • website creation and maintenance
    • strategic planning
    • HR / hiring
    • Industry specific support like: productions, editing, publishing, or purchasing, manufacturing, packaging, shipping
  • Ask for help, and I mean, employees or services. You needed to ask for help long before you realized you need help.
  • Overnight success takes YEARS!

Thanks for sticking with me, to the end of this article or episode, sure, but more importantly thanks for sticking with me along the path. Whether you and I met in 2003 or before, or any time since, I am grateful to you for being part of my story!

Wellness Check-In, Because That Is The Point.

Let me say – I am not a health care professional, and I don’t even play one on TV. I’m just sharing information, in the hope of encouraging others. In the interest of living our best organized life, of finding Peace of Mind, let’s manage our wellness.

And you should know – to be fully authentic – I had a major cold that turned into an upper respiratory infection when I first started working on this article about My Wellness Check-In, One Year Later. Ironic? Yes, I know.

But here we are. And actually I had a cold last February, too, so perhaps that’s fitting!

Last January, I shared this article because sometimes we need to talk about the things that we don’t always talk about.

Who’s On The Team? (Wellness Edition)

This week, I wanted to do a health and wellness check in a follow-up one year out from my experiences this Month last year. Let’s take another walk back in time:

In November of 2023, I went to a dermatologist and had them look at a spot that I had considered troublesome for a while but didn’t want to get checked. In transparency, it worried me for about 6 months, but my son and daughter-in-law got married in September of 2023, and I was vain, concerned that the doctor would want to do surgery on my nose so I didn’t get it checked out before the wedding. Yes, I delayed, out of vanity. Not great logic, I know, but I called the Monday after the wedding to make an appointment, and a month later, had a biopsy. The spot was determined to be basal cell carcinoma, which, it turns out, since I’ve learned a lot about it since then, is completely treatable and very common, especially with folks like me with my pale Irish skin.

Also, in transparency, I was frustrated! I was frustrated that this happened because Hey! I have worn daily sunscreen for over 20 years! I know it has been over 20 years because I started wearing in when I had a darkening of skin that comes with pregnancy called melasma with my second pregnancy. Since my middle son is 24, I’ve been wearing sunscreen daily for 24 years now! No fair, right?!

I learned that my skin damage was more likely from when I was, let’s say, 10, when we didn’t know about sunscreen and didn’t worry about skin cancer. And I can be as frustrated as I want to be, but that doesn’t change the current situation.

First lesson? Yes, probably.

So, it’s more likely that the damage was done when I was 10. The fact that I’ve been wearing sunscreen for the last 24 years in an investment in future me. I will continue to wear it daily so that 20 more years down the road, I won’t have more damage to undo.

Second lesson? Yes.

Yes, I had the surgery in February. It was far more invasive than I expected, really, than anybody expected. To not be dramatic, “more invasive” means a 12 hour day instead of 6 hour day. Still no crisis. Yes, for a few days after, I looked like I lost a fight. I did not expect two black eyes and all the swelling. But I healed well and appropriately, the way I was supposed to. This update is informational, no drama or cliffhanger here.

And, most of us will – heal well and appropriately, that is. We will go to the doctor without incident, follow-up with specialists without incident, heal as expected. I spoke with a friend today who had hip replacement surgery 6 weeks ago. I remember we talked about it the week before his surgery, and I reminded him then that too often we only hear the crazy stories of things that happen, and those crazy things are very unlikely for most of us. He’s doing well 6 weeks out.

Third Lesson. Most of us will have “unremarkable findings” as our progress notes, and NOT anything unexpected. Just statistically speaking.

But I digress.

At my final follow-up in June for the February procedure, I asked my dermatologist to take another biopsy from another questionable spot because I had a feeling it was the same. And I was right. So, that Mohs Procedure to remove a spot on my tragus near my ear happened in August, and that was straightforward and unremarkable, thankfully.

More importantly, and the point of today’s podcast and article, because of my story last year, people I know have gone to the dermatologist because I talked about it. I can’t take the credit for them being brave. Because, let’s face it, stuff is scary sometimes.

Lesson 4: But, let’s de-mystify the scary. Let’s dispel the unfounded misconceptions or beliefs. Let’s have clear, specific, concise conversations about health care and wellness. Because those conversations inform others and may encourage them to take the big steps and do the right thing.

Which brings me to this February, 2025.

I don’t remember if I talked about it, but I had diverticulitis back in October, which I would wish on no one, it was terrible for a few weeks! And I healed and am fine. And between that episode for me and a family member’s recent related diagnosis, I knew that I needed to take the adulting step and schedule a colonoscopy.

Yep, I said it. A colonoscopy. My primary care physician advised me to schedule a Colonoscopy after I was pain free for a few months. I did a mail-in screening for colon cancer in December 2023 with clear results, but I knew that I needed to schedule one for real, considering my age, my issues in October and my updated family history. That was the first week in Feburary. It was a non issue. I made the consultation appointment six weeks prior for the end of January, they had openings to schedule within a week or two. Prep was fine, procedure was the blink of an eye, and we were driving home and I was drinking a Dunkin midnight coffee and eating a bagel by 10 am.

I’m really glad I did it. For my own peace of mind, I needed to. Because I’m trying to model good behavior to my family, my kids. I want to be able to be honest with them and let them know that I am being responsible with my health for myself, for my husband, for them. I want to set that good example. And, I yes, I just needed to know I’m ok. And I am.

Lesson 5: Because worry and concern drain our energy and our joy and our focus. And some worry and concern is avoidable if we just follow-up on what we’re supposed to follow-up on.

Lesson 6: I have a list.

Of course I have a list. Have you met me? And, you should have a list, too. And at least one loved one should know where it is.

Last week, I had an eye appointment to pick up my new contacts, and set another appointment for 6 months out, and scheduled other routine screenings for later in the summer.

I reached out to my dermatologist office to see if I should go in for my annual screening at the office I went to first or with the dermatologist who did my Mohs procedures who is at a different office.

I updated my personal wellness task list with dates for appointments I need to schedule, like a repeat CT of my abdomen six months after my diverticulitis, repeat labs for levels we are tracking, regular screenings appropriate to my age, and a follow up colonoscopy for 3-5 years.

Also on the list are the current precriptions I take, and the re-order dates for those.

Hooray for adulting. I stopped being bothered by having to do it, and I just do it. And if we keep up on the maintenance of our health care and wellness, we have the peace of mind that comes from knowing where we are and how we’re doing with up-to-date and relevant information.

My health is not perfect. My body is not perfect. I can state both of those facts out loud. But I have assembled a team of people to help me. I have baseline levels or experiences for most of my routine screenings. I have notes in my master to-do list of when my appointments are and what I need to scheduled next. I have links and logins and apps for my various patient portals with various offices and health care systems.

Let’s review today’s lessons, however many I ended up with:

  1. Being frustrated or concerend happens, but that doesn’t change the current situation.
  2. Yes, you likely carry damage from your life leading up to today, and we can’t change that, but we can change our path going forward.
  3. Statistically speaking, most of us will have “unremarkable findings” as our progress notes, and NOT anything unexpected.
  4. De-mystify the scary stuff with clear, specific, concise conversations about health care and wellness.
  5. Because worry and concern drain our energy and our joy and our focus. And some worry and concern is avoidable if we just follow-up on what we’re supposed to follow-up on.
  6. Have a list. (Of course!)

We don’t have to like it, but we have to do it. Because I care for all of you, I encourage you to do these things, too.

Please do. Please know that it’s important. Please automate everything you can. It’s only February. Please put items on your to-do list to contact your healthcare providers that you need to check in with during the course of the year. That may be making the appointments, but also make an appointment to make the appointments to ensure that those regular screenings and follow ups happen.

Peace of Mind is invaluable.

Finding, Keeping and Returning to Focus

Last week, I mentioned that I am creating an upcoming professional development presentation around making the best use of our time, and helping us stay on task and focuses. To review, in last week’s podcast episode and article, the first part of that process needs to be identifying what is important for us to do, and what the best use of our time will be. And then we need to get to work! And, sometimes we need to get back to work, after distractions try to take us off course!

So this week, now that we know WHAT to do, we are looking at how to help a team and ourselves remain on task and stay focused, or return to focus throughout our day.

Today is about tools in that Focus Tool Box. I will mention many strategies. Some will resonate with you and some will not. And that’s ok. Perhaps one works with today’s schedule and workload but you need to try something else tomorrow with its schedule and workload. So it is good to have options!

A highlight of the tools we will touch on today, in no particular order:

  • Getting Ready and Self Regulation
  • Deep Breathing and Nature Breaks
  • Start with A Short List of 3
  • Block Time and Batch Work
  • Specificity
  • Recipes, for repeated work / duplicative processes
  • Phone calls are meetings. Schedule them, work with an agenda and keep them brief.
  • Factor in Rest
  • Routines for household tasks so they aren’t distracting us if we work from home

Getting Ready and Self Regulation:

I am a success coach for a cohort of students working through a 13 week Teacher’s Aide readiness program. And we were just working through the lesson on Student and Classroom Behavior. The Lesson talked a lot about self-regulation, and helping a student to be ready for and open to learning. And we, as adults, need to be the same, ready for and open to work. Some days, we may start our work day energized and focused and ready to do the work! And sometimes we are not. But even on the days we aren’t ready, the work still needs to get done.

So, how do we become ready for and open to learning or working? Perhaps we do a short meditation, read motivation words, do some deep breathing, phone a friend for a brief pep talk, take a walk around our work space and get the blood pumping. Maybe you have a “first few things” ritual, like grabbing a cup of tea or coffee or water, turning on your work lamp, putting your phone on silent, opening up the blinds. I have worked remotely for the 21 year life span of my business, but I will close my eyes and imagine the turning a Closed Sign on my door to Open as a signal to myself that it is work time!

Deep Breathing and Nature Breaks

Transitions are tough some days, and are often where we can lose focus the fastest! So as we shift from one batch of of work to another, or one block of time to the next, or start of finish a meeting, or drop the kids off at school and come home – whatever those look like to you – it helps to acknowledge that there is a transition, and also take a few minutes for self care. A hiking guide many years ago called them nature breaks, when we respect our biology and do those survival tasks we must! A new beverage, bathroom break, a few minutes of deep breathing to oxygenate our brain and refocus on the important stuff.

Start with a short and vital list of 3:

Every day needs a few of those needle movers that we talked about last week. Three, or maybe 4, tops. A short list, but a vital one. Every work day morning, or ideally, the night before as you close up for the day, identify the important tasks that MUST get done, in the midst of the rest of your work day. Those Best Use Of Our Time items that we identified last week. What is important, what is something only I can do, what are other projects waiting on me to complete, what work are other people on the team waiting for? For me, today that is write this article for podcast recording, publish this week’s newsletter and a coaching special, and pack my bag for the next two days of presentations. Those are the things that must get done, to deliver work to others and keep me moving towards my goals, in addition to the many meetings I have today. And, I have blocks of time today dedicated to those tasks, which brings me to Time Blocking and Batch Work.

Time Blocking and Batch Work

These are two related strategies, so I am lumping them together.

Per the Todoist.com website, Time Blocking “is a time management method where you divide your day into blocks of time. Each block is dedicated to a specific task or group of tasks. For example, you might block out 9 am to 10 am for checking and responding to emails, 10 am to 12 pm for working on a specific project, and 1 pm to 2 pm to have lunch at that new Thai restaurant.”

And Batch Work is related because it collects tasks of similar categories or themes, so we can complete them together and realize economies and synergy. For example, during an assigned time block, taking care of client communications. Like collecting and completing a batch of client care texts and emails with a copy and paste message and my schedule open as well for setting next client appointments.

In terms of Finding, Keeping and Returning to Focus, Time Blocking and Batch Work ensure that the work that we have decided is important today, that is the Best Use of Our Time, gets done!

Another example, during an assigned time block, typically on a Thursday, I tackle my accounts receivables and payable tasks when I have my calendar, and my bookkeeping and invoicing software open. I pay my bills, make deposits, send out invoices, check in on and send reminders on unpaid invoices owed to me. Because I like money. Money is important. I think all the income and banking and bill paying thoughts at the same time, which gets those tasks done more swiftly and well. (In recent podcast terms, both efficiently AND effectively!)

For yourself, take out the word money and fill in the blank. Maybe it’s an operations type of task. Maybe it’s new client focused for this hour and current client focused for the next hour. Or creating a new website and writing content for a few hours. What are your important things, and where is there a block of uninterrupted time to do them?

Block and Batch for the Knowns, and Leave Space for the unknowns.

We can start with our 3 or 4 things that we have to do today, but we also know that most days, new stuff also comes in. We start the day with our own intention, with our own plan, but we also need to leave space and flexibility for emails, calls, issues that come up outside of the plan. One strategy could be to plan for 30 minutes or an hour of intentional planned work, and then a 30 minute block of today’s emails / texts / phone calls / new concerns. Balancing planned work and new work ensures both get accomplished today.

Get Very Specific

We need to recognize that often our projects and work for today and this week are actually a group of tasks. We see this in Time Blocking and Batch Work, when we assign a “Bookkeeping and Money Tasks” Block, and identify the Batch work for that block.

When we get really specific with the tasks, it is also easier to prioritize the tasks, choose an easy and quick one to gain momentum, choose a tougher one when time and energy allows, etc.

I can add a block for client care, but some days, I need to list each client that I need to contact that day and what I need to contact them about. So when I sit down for that Time Block to do the work, I can more easily focus on tasks and not on the planning or thinking or ruminating about the task. Which leads us to, in some ways:

Recipes, for repeated work / duplicative processes

So I talk about recipes a lot, and that is a great way to stay on track and focused with recurring or repeated work. For example, one day last week, a Time Block was dedicated to February Presentations and the batch work was to confirm the 6 presentations I have coming up. And I have spoken in recent articles and episodes that I created a recipe for that repeated work. It is important work, presenting is an income stream for my business, it definitely moves me towards my goals. And confirming the presentations has become both efficient and effective with these Recipes.

So what did that look like? Let’s look at one specifically: A stress management class in the middle of February for the career readiness training program that I teach at south Suburban College. My recipe says: Presentation: What? (Stress Management) When? (Start and stop time, February 18, all day) Update Handouts; Update Invoice, Email invoice and handouts (I have a list of the handouts I need for each of my presentations) Pack Bag, etc.

And I can use this over and over again, each presentation (6 in February), every month, etc. And the recipe helps me to stay focused, and also to refocus if I get distracted. And that’s important because sometimes we are taken away from the task in front of us. And it’s a way for us to kind of bookmark our work and so we can get back to it when time allows and we can pick back up again where we left off. Right? So we leave ourselves these notes, these hints, these recipes, these, you know, love notes for later, whatever you want to call them, so that we can get back to business.

Manage Phone Calls Like Meetings

Manage your conversations, at least during work hours. What’s the purpose, agenda, desired outcomes, and realistic time estimate for a call. And run it like a meeting, with specific start and end times.

Factor in Rest:

The fact is, we can’t maintain focus if we don’t rest sometimes. I know today I have been talking all about how to maintain focus, and how to get back on track if we lose focus, etc. And sometimes the best way to do that is to step a way for a few minutes. No, sometimes the best use of my time is to lay on the couch and read a book. Because sometimes we just need to relax, right? So that can be the best use of our time as well. And we need to remember that, like, rest sometimes can be just as important as everything else. And I’m saying that out loud because I need to remember that for myself. Totally true.

Routines for Personal and Household Tasks

A tool for maintaining focus during our work day is having those routines I have been talking about, too, around personal and household tasks so that you don’t get distracted by those items when you need to be focusing on work.

Ok, whew! Let’s review the Focus tools in our Focus tool box!

  • Getting Ready and Self Regulation
  • Deep Breathing and Nature Breaks
  • Start with A Short List of 3
  • Block Time and Batch Work
  • Specificity
  • Recipes, for repeated work / duplicative processes
  • Phone calls are meetings. Schedule them, work with an agenda and keep them brief.
  • Factor in Rest
  • Routines for household tasks so they aren’t distracting us if we work from home

I mentioned we would review a lot of tools today! Which ideas resonate with you the most? What is one tool or strategy that you can see would help you this week? Give it a try!

The Best Use Of Time: Not Just Efficient But Effective

I feel like there’s something about, Focus February. And I have to explain:

In Finish Line Friday, my free virtual productivity session every Friday, with my community that we’ve created in Finish Line Friday – I love my community that we’ve created – one of my participants, a fellow organizer here in the Chicago area, always uses alliteration when she states her intentions for how she plans to use Finish Line Friday. For example, It’s Finance Friday (bookkeeping and bill paying) and Fashion Friday (putting away laundry and packing for a trip).

So as I was thinking as I wrote today’s content, perhaps it is Focus February. Or not. It’s a little corny. But we’ll see where my writing and content calendar take me. The current plan is two upcoming episodes about focus, another about finances and one about medical follow up, so perhaps the Fs will work!

And now to today’s topic:

A company asked me to present a professional development session in February. When I asked about the topic they were looking for, the questions the coordinators asked were all about focus.

I know the participants and their industry, too, so I can write about focus and in the context of working remotely as they are all remote workers. Specifically, the topics are:

  • Make the best use of their time;
  • Helping the team remain on task, and
  • How to Stay Focused.

Excellent, yes, I can write a presentation for that, sounds great! And, then I thought those ideas also sound like great podcast episodes and articles, like for today and next week!

“How To Make The Best Use Of Their Time”.

Stepping to the side here, last week, I took you to college with me with a revisit from Intro to Psychology. This week, you’re going back in time with me to Productions and Operations Management, Junior year of college. It may not sound exciting, but it was one of my favorite Management classes and the content has certainly stuck with me.

This is a great question. An important question. A really big picture question, in business. But we need to lay a foundation before we can answer this question. First, we need to define “Best”, as in “of the most excellent, effective, or desirable type or quality” (thank you, Google!).

In Productions and Operations Management, we talked about the difference between an efficient use of resources and an effective use of resources.

Efficiency is the LEAST outlay of resources like time, money, manpower and materials. Here, cheapest and quickest win the day. But that may not yield good results.

Effectiveness, on the other hand, is the BEST outlay of resources like time, money, manpower or materials. By using more resources, we can achieve the “the most excellent, effective, or desirable type or quality”.

In class, we looked at “efficient” versus “effective” in the auto industry. Cars could be cheaply and quickly made but they might not have been very good or reliable cars. Spending more time and money and labor yielded higher quality, more reliable and more desirable cars. That is where we’re coming from today.

As we determine the “Best” use of the participant’s time, we are going to look at effectiveness. How to choose the best combination of our resources. And in the workplace, and specifically for this company’s professional development, we want to encourage the Best. The Best use of our time means maybe we use a few more resources, like time and manpower, but choosing the Best use will have the biggest impact, the most positive impact on what we’re trying to achieve.

And to further define “Best”, we need to know what is important to those participants and the company. Because, here’s the thing, “Best” is a subjective statement. Meaning, it is very personal and individual to each participant, and to each of us, by extension. The “Best” use of my time will look different from everyone else.

Recalling that this is for a business specific professional development, “Best” in this case probably means productive, but also being productive with the right things, the best things. A coaching client in a recent session called them the Needle Movers – imagine your speedometer in your car. A lot of car references today! If you had a progress meter on your project task list, the Needle movers would move you closer to DONE! The needle movers, the change makers.

For all of us, then, to make the Best use of our time in the work place, we need to know what is important to move us towards our goals and desired outcomes, and get those important and needle-moving tasks done.

Which brings me to Focus Areas. As we determine our “Best”, we need to know our Focus Areas. What are yours? In your whole like, but also in your work life?

I’ve talked about Focus Areas in past podcast episodes and articles. But I would like to re-visit them for today’s article and podcast. Because we have to know our Focus areas to know we’re making the “Best” use of our time.

And I will use me as an example, because then I don’t have to ask for permission. In Life, my focus areas are Business, Home / Personal, Wellness, and Service like Board of Education Work and Ministry.

In my business, my Focus Areas are: Speaking and Teaching; Coaching Clients; Organizing Clients; Content like my podcast, newsletter, articles, website and social media; Education, like attending webinars and conferences for my Continuing Education Units; and the business of my business like bookkeeping, scheduling, etc.

So, as I decide how to spend my days, I keep those focus areas in mind. When tasks come up, or requests for my time, I filter those requests through that list of focus areas and decide where the request belongs or if I just need to say, No, Thank You.

My To-Do List is quite lengthy. Daily routine tasks, weekly tasks. And those aren’t even the actual work that I go and do with clients or students or with Board of Education work or with Ministry. The To-Do List is longer than I can ever accomplish in a day, so I have to narrow my options, zoom in and focus on what needs to happen just today to move that needle.

Because another challenge of course, in determining the “Best Use of Our Time” is that time is a limited resource. We only have so many hours in a day dedicated to work. And that is as it should be. We are more than just drones. But with time as a limited resource, we must use it wisely. We have to be a little choosy.

How do we do that? How do we choose? How do we choose the best use of our time today?

  • (If needed) What are my goals? Intentions?
  • What Focus Areas are we focusing on today?
  • What hours are available to me today?
  • When are my peak productive hours? Early in the day, mid day, evening, late evening?
  • What tasks or projects on today’s list are time-sensitive?
  • What tasks are other people relying on you to complete, so they can complete their work?
  • What can only I do? And subsequently, what can I delegate to others?

All of these are effectiveness questions. Not once did I ask, how do I do this the quickest, the easiest, the cheapest, etc.

Most days, I choose 3 or 4 Must Do tasks for today, from the lengthy to-do list. Truly, I try to choose my 3 or 4 the night before, for the next day. Some may be routine or urgent, and time specific, but almost every day I spend a little time on a longer, bigger, more strategic project, too. That is the BEST use of my time, working on the needle movers, the change makers.

For example, I was working on a project today and… well… I really didn’t want to do it. It was rather tedious, my attention was pulled in many different directions. I could easily have abandoned that project for something, well – anything else, really. But, looking at that list of questions:

Today’s project is attached to the larger project of relaunching my website, which is a goal. We have a time sensitive deadline. I have already delegated most of the work to my assistant who is awesome, but this project required me to make decisions that only I could make about content that needs to move from the old website to the new one. And we can’t relaunch until I complete this project. And while it was tedious, it didn’t actually take that long to complete. So I did it. It was the Best use of my time. It required time and attention and energy as resources, but it was a Needle Moving activity and now it’s complete.

As I wrap this up, because writing a longer article is not the Best use of my time today, and reading or listening to a longer article isn’t the Best use of yours, either, I want to share three caveats to making The Best Use Of Our Time, and they are:

  1. There can be more than one Best Use of our time. So we don’t have to get stuck on finding the perfect use of our time, just the Best. A Best.
  2. Some days we just need to act. We will talk about Focus next week, but there are some things we have to do that, going back to last week’s article, are just about survival and maintenance. But once those are accomplished, we can look to making progress, at the BEST use.
  3. Not everything can be your favorite. We can talk about Effectiveness and Focus Areas, etc., but we cannot feasibly focus on all the things every day, because then, really, we aren’t focusing on anything.

So on days when there are far too many tasks on the to-do list and far too many demands on our time, take a few minutes to ask yourselves the questions. When we seek the Best Use of our time, let’s look at the workday and determine “what is the most important thing that I get done today to continue to move forward?” I think that’s the most powerful question. Um, what are the two or three things. What are the two or three things that I can feasibly expect to accomplish, um, that will continue to move me forward?

To ensure we make the best use of our time, let’s focus on what is important to us and the tasks that we need to complete to tend to and achieve those important things!

Survival Needs Come First, Then Maintenance

I promised on my last podcast episode to talk more about routines and what I call “Survival” and “Maintenance” level habits or tasks.

Let’s talk about those as our year progresses and we look to add in or even subtract habits to our schedule and routines, making sure that the ones we have support us. And, I would hope that if we can look at our survival and maintenance routines in a more objective way, we can design routines and habits that support the fundamentals efficiently and consistently, so we can get on with whatever else it is we want to accomplish today, this week and this year!

A class participant last year asked me to help them stay motivated to complete their daily survival and maintenance habits and routines, and this is for them, too. Survival and maintenance tasks aren’t optional, so the the question isn’t IF we complete them, but HOW.

I am going to dip into psychology with you here. I have a BS in Management, and a double minor in Psychology and music performance. I often think in terms of psychology, how our brains and minds work, and why people do what they do!

As we talk about survival and maintenance level tasks, though, let’s start with Maslow’s Hierarchy of Needs. This is a theory in developmental psychology. If you want to know more, you can google it. There is a lot of information out there! Go to a library, or take an Intro to Psych course! That is where I started!

The hierarchy of needs is represented as a pyramid, with 5 levels. Physiological needs are the very bottom, then safety needs, then love and belonging, then esteem and then self actualization.

The theory is, we all start motivated to first meet physical needs as in air, food, clothing, shelter and sleep. The reason the theory is represented in a pyramid form is that the physical or physiological needs are the foundation of all other needs.

We have to start at the bottom, and make sure that physical needs are met, as in the things we need to do to survive until tomorrow morning. And, we need to ensure those survival needs are met consistently, before we can move up the pyramid.

I say “met consistently” because, for example in terms of food – first we need to eat food to survive. And then we need to make sure we can eat again, to continue to survive. And that moves us up the pyramid into Safety needs.

In real life, that looks like eating breakfast and also packing a lunch for later, and having a plan for dinner. And having the means to buy and store more food when we use up what we have, to continue to meet those survival needs.

Since you have the technology and time to read this article and listen to the podcast, I am going to assume you have your physical needs for survival met. And if not, go take care of those! Because… and here is a really important part of understanding the Hierarchy of Needs – we can’t succeed at the next level until we’ve taken care of the level below.

In real life, as you know, I work on our local Board of Education. And in education, we understand that a student who is hungry or freezing is going to have a hard time learning. A student who doesn’t feel safe or who is homeless is going to have a hard time learning. So, almost every school district has free and reduced meals available to students if they don’t necessarily have the means at home to eat. No judgement, just planning ahead. Acknowledging that their physiological needs must be met for our students to succeed.

We, too, as adults, cannot expect to achieve Esteem and Self-Actualization if we are consistently hungry, cold, unsafe, etc. That is the theory, the hierarchy. And that is where we need to start with our routines as well.

Whew, that was a very long winded Lead Up.

But we need to start with survival when it comes to our routines as well.

Globally, we need to wake up (sleep and shelter are level 1), eat breakfast (level 1), get dressed (level 1), take a shower (level 2 for health). Then we need to look at safety needs, in terms of going to work to ensure personal security, continued physiological needs being met, continuing to have a safe and healthy place to live, etc.

We have higher aspirations most days as well! The need for belonging and love and community, the need to be respected and to excel, the need ultimately do and be what we desire to become. But it’s difficult if not impossible for us to get to that pinnacle, to that top level if we haven’t done the other things first.

Which is why I talk so often about Routines and Habits.

We know we must meet our physiological needs. Must. And at least daily, if not more than once a day. So the question isn’t if, but how? And how to do that really well? As easy, as quickly, as efficiently, as well as possible. We identify the needs, decide how to meet them, take time-wasting decision making out the mix, and meet them every day. To survive. And also to do so consistently, so we can move up the hierarchy to safety.

Our physiological needs are met most days. We have clothes (level 1). And we need to make sure they’re clean (level 2). So we can feel good and feel good about ourselves (levels 3 and 4).

Because we can’t move up the pyramid if those first things have not been met, if we are naked and starving. It’s really hard to write a novel or create a great work of art or whatever it is that you are meant to do to be actualized if your survival needs aren’t met.

Now maintenance is less often, but it is eternal. And maintenance is what comes next when it comes to habits and routines once we ensure our survival. Maintenance ensures we CONTINUE to survive consistently. The systems we need to continue to flourish.

Maintenance is next level, it is asking how do we do survival better? How do we do more than just survive? How do we actually maintain. Consistently meeting and maintaining survival habits takes us to the Maintenance level where the need of personal safety and taking care of our homes and taking care of our health.

And, once we have firmed up those two first levels, we can move up the pyramid. And unfortunately, we can’t always move up the pyramid WITHOUT doing the survival and maintenance tasks. At least not for long.

Let’s good at maintenance, then, too, and that is DEFINITELY where habits and routines come in! So maintenance around our survival habits are doing laundry, taking our supplements and medications, cooking and grocery shopping, keeping ourselves and our environment clean and healthy.

I propose that these steps are also not optional if we desire to move to the next levels of the pyramid. Let’s get good at those things, and then we can move on to progress in love and belonging, esteem and self-actualization! And it all starts with habits and routines, survival and maintenance.

How to Make Habits Stick

I had a conversation with one of my sons the other day about Routines and Habits.

And, for context, my sons are currently 20, 24 and 27. I was recently reviewing one of my first blog articles published in 2010 when they were 5, 10 and 12. A lot has changed since then, trust me! One is in college, and two are professionals out in the working world.

But I digress.

We were talking about routines and habits, and he mentioned that his habits and routines around his professional life are vastly different from his personal life. And hey, that is most of us. No judgement there. Truly, many people find this to be the case. I recall a client early on in my career who created and managed his company’s document retention policies and he hired me to help him with his out of control personal papers.

Sometimes, we are organized in some parts of our lives but not all parts of our lives!

Similarly, I have been reflecting on my routines around home maintenance and business practices, and how I am SO SPOT ON in those areas but… I never get around to working out. What is that about, right? I am highly capable, I know how to do this, and yet… well, you know.

When I journaled about where I stumble, I realized that some of the reasons my habits fail are:

  • Neglecting my habits and routines isn’t outwardly visible. No one but me will know if I worked out or ate healthy or meditated today.
  • And taking care of home and work and liturgy and clients impacts others and is visible, so that keeps me on track.
  • No one is paying me to maintain my personal routines and habits, unlike the business, meaning it is not unprofessional if I neglect them.
  • Neglecting my personal habits doesn’t negatively impact others, at least not directly.
  • And, getting back on track with these neglected habits and routines also doesn’t have quick results, and it turns out, seeing results for my efforts keeps me motivated. (Of course.)

And, I can use this knowledge to devise strategies for making my habits stick, like exercise and healthier eating. And I use myself as an example because I don’t have to ask permission. But enough about me.

In last week’s article and podcast, I said it would be easy to say that “Change is Hard!”. And that unfortunately, change in the, let’s say, negative direction, is deceptively easy! That no, change isn’t hard, but sometimes making positive change is!

And, last week, I challenged you and myself to return to normal, to look at what has worked before and get back to it, instead of trying to re-invent the wheel or make huge sweeping changes.

But how? This week is about the how! How to establish or re-establish good habits and routines, and how to help them stick!

Recognize where and how we ARE organized, and determine if we can use the skills from one area in other areas.

For example, I wrote in October about Recipes and how I have always used them for managing my bookkeeping and backing processes, but only more recently applied the same strategy to planning and writing my content or setting up my choir’s liturgy planning.

I mentioned the long ago client with his paper management challenges. The first thing we talked about was how to use what he knows about document retention policies professionally for his own personal papers, like categories, naming conventions, expiration dates, scheduled maintenance, etc.

If you are a teacher and you’re amazing at creating and sticking with lesson plans, does that translate to planning and implementation in your personal life? And can it?

Note your “Why”.

I find this is especially helpful for habits or routines that won’t yield immediate results. If your habit or routine isn’t fun or instantaneous or easy, well, you might struggle to stay motivated. Keeping a reminder of your “Why” helps us to stay motivated. And since a habit takes at least 3 weeks to establish, we need to keep up the motivation until a habit becomes routine.

And we will talk about learning styles in a minute, so note your “Why” in a way that works for you. Perhaps it’s a few words or an image on your phone’s lock screen. Perhaps it’s a song you listen to every morning in the shower. Perhaps its a short and simple mantra you repeat to yourself while doing some square breathing through out your day. I just sent an affirming text to a friend, for doing the hard things and was reminded to put on my bracelet that says the same (www.Mantraband.com).

Take decision-making out of the action plan.

Decision making is not the same as action.

Decision making is one of our biggest time wasters. And, if decisions are still to be made when it comes to acting on our habits and routines, the decision can always be “No, not today”. So, what can we do to remove decision making from the action plan?

For example, I have 4 wake up times set as alarms in my phone. (Don’t judge, there’s a plan here!) I only use one a day, but I have them preset. 5, 5:31, 6, and 6:33 am. My wise husband suggested I just set one and adjust it every day. However, I find that the already-made decisions, with those times as suggestions for every day, breaks down the decision to which one? instead of what time? I don’t have to re-do the math, depending on how early I need to leave the house or what time my first zoom meeting is? Instead, I look at the 4 options and pick a pre-set.

I’ll use a work-out as example again, set up the clothes and any special equipment you’ll need the night before, know which activity you will partake in the next day (outdoor walk, bike, elliptical, etc.). Decide ahead of time, and be ready to just act.

Stack Your Habits

Author James Clear uses a term called “Habit Stacking”. “Habit stacking is a method to create new habits by linking them to existing ones.” (From https://jamesclear.com/habit-stacking) I heard it from James Clear first, perhaps the credit goes to someone else, I will apologize now if I have given credit incorrectly.

We all have many habits that are very well established. A different son of mine calls it his Default. I wake up at close to the same time every morning, often before an alarm. I make coffee EVERY DAY. I shower EVERY DAY. I check my phone and email EVERY DAY, multiple times mostly. I often get hungry at the same times each day so I am in the kitchen at consistent times.

What do you do EVERY DAY, and sometimes many times a day? Without thinking about it or planning it? Identify those EVERY DAY or EVERY WEEK items in your routines, and attach new habits or routines to those already ingrained habits and routines. In my presentations, I offer the example of my morning supplements. When we remodeled our kitchen in 2017, I made sure that the cabinet where I keep my supplements is also where we keep the coffee. Because while I was not always consistent with my supplements, I’m very consistent with my morning coffee. And as I stand and wait for my first cup to brew, I can take my supplements. Stacking that new habit to the well-established habit made the new habit stick.

Or, what if, every time I walk through the kitchen or stop to make a meal or snack, I drink a glass of water? That would go a long way towards keeping me hydrated (another habit I want to re-establish).

Another example, I have a deeply ingrained habit of sitting down at my laptop to check my email in the morning. I have been working in square breathing and tapping sessions into my day, plus I have these great mindfulness cards that I received last year as a gift and want to start using. At first, I wanted dedicated meditation space to do these things and then… they never happened. So instead, I am working with the deeply ingrained morning habit and attaching a few zen moments to the existing habit and location. I’ll let you know how it works!

Gamify Anything You Can

Per Google, “Gamify means ‘to apply typical elements of game playing (e.g. point scoring, competition with others, rules of play) to (an activity), typically as a … technique to encourage engagement…'”.

A strategy to help our habits stick is to make the habit fun, competitive, novel, reward centered, and / or social or community based. There is nothing wrong with fun and games! Let’s use them to help our habit stick! Track your metrics, create rewards for yourself, create competition with friends, set your habit to music, phone a friend – the options are endless!

I often share the example of a long-time client and friend, a retired educator, who used a star chart just like a student might, to track her new habits and keep herself motivated to keep up the good work. A star for each day a certain task is completed, and a full week of stars on the chart earns a prize for the weekend (Special outing with a friend, fresh flowers for her home, perhaps a special snack or prize?). This tried and true motivator works for kids AND adults!

A part of gamifying your new habits and routines could also be to set micro-goals, short-term and easy to achieve goals, to keep the bursts of success flowing which keeps us motivated.

Use reminders that play to your strengths.

If you are visual learner, leave yourself lists, post-its, highlighters or REALLY BIG CLOCKS, or have your technology send you text messages. A reminder pops up on my Apple Watch if I haven’t stood up and walked around in the last 50 minutes. Yes, that reminder helps me.

Are you an auditory learner? I am. I learn well by hearing things. Use alarms on your phone, set timers, create a favorite playlist to help you rock your new habits and routines.

Do you learn by doing / touching / moving things around (kinesthetic)? For you (or your family member), the physical act of writing and then checking off habits and steps to your routines may be useful, or using chore cards or magnets or other things that you can move around may help.

Some of us learn by saying things out loud, too. If this describes you or a family member, try describing your habits to others, or creating a mantra or single sentence to repeat to yourself to help you focus on your good habits.

Good Habits may take time and energy to create, but having them and sticking with them will serve you well for years to come.

You know more than you think. You are highly capable in so many ways. If you are looking to create new habits and routines to support a better day, whatever that looks like for you, consider these strategies for helping your new habits stick!

Ask Yourself: 2024 and 2025, Do? Learn? Grow?

I just sat down in my office to write this content, and the first quote I see says
“Be an encourager. The world has enough critics already.”

Truth! And I love that because I’m always trying to be an encourager, but especially today. This article and episode will drop at the very end of 2024. This is an excellent opportunity to reflect on 2024 and set intentions as we look ahead to 2025, to look forward and step confidently into the new year.

As we review and preview, I suggest asking yourself a couple of questions. They woke me up this morning around 2 am, and I liked them, so I am sharing them!

Here they are:

  • What did you DO this year?
  • What did you LEARN this year? And,
  • How did you GROW this year?

Here is how this process looked for me, consider how it will look for you.

Looking back at what I did this year, I found it helpful to start with my calendar. That gave me, at least in broad strokes, what I accomplished in 2024.

  • In January, I gave 9 presentations, the most I have ever given in one month. I started the year strong, and met and shared organization with many great people! I helped them to take care of their projects in 2024 and beyond.
  • Also in January, I started working on a project with my national association, NAPO (NAPO.net), as a Subject Matter Expert to create the Certified Professional Organizer Exam Prep Course. This was a great experience that continued until June, and it helped me get more involved in NAPO.
  • In February, I continued to teach and also had the first of 2 basal cell carcinomas removed. The surgery was more extensive than anyone expected so I hibernated for a few weeks to heal!
  • In March, a loved one had an emergent health issue that consumed a lot of time and energy. It is well managed now. My middle son started his third season with his theatre, and I attended the first of many shows for him this year.
  • In April, nothing specific stands out. I worked, I taught, I served my community through ministry and my service on my local Board of Education.
  • In May, my youngest son finished his second year of college and moved home. We traveled to Baltimore with the grandparents and attended my niece’s wedding, and I arrived home in time to deliver the commencement speech for the 8th Grade Graduation in my role as Board of Education President.
  • In June, the NAPO SME work completed – woot woot!! Some health issues for loved ones kept us occupied. I attended a conference for Board of Education Presidents.
  • In July, we spent a week in Michigan. We visited people and people visited us.
  • In August, we moved son #3 back to college to his first apartment. I had the second basal cell carcinoma removed. We flew to Massachusetts and New Hampshire to what has become our favorite music event of the year. I pursued testing for an ADHD diagnosis.
  • In September, I continued to heal from my surgery. I presented at a conference, and also attended my first conference with the Institute for Challenging Disorganization in Minnesota.
  • In October, I celebrated my birthday. Fall is my favorite. I received my ADHD diagnosis, and also dealt with a GI infection that laid me flat for a few weeks.
  • In November, I attended my annual Illinois Association of School Boards conference and then we celebrated Thanksgiving with family.
  • And here we are in December! Advent, the holidays, service in my community, so much music, so much family time.

Thanks for listening to my re-cap, I was glad to work through that as I wrote.

More importantly, what does YOUR DONE list look like? It is easy to wonder where on earth the time went. And some days, when we might be feeling down or being hard on ourself, it would be easy to say that you didn’t accomplish anything or at least not much this year, and this is where I will gently challenge you. If you need to compile your own list of accomplishments, start with your calendar. Or your email “Sent” folder! I was proud of myself as I wrote down my accomplishments this morning. I did more than I thought I did, and that shift to a clearer perspective was helpful for me.

What does YOUR DONE list look like? We start with What Did We DO? Then we move on to What did we LEARN? What did you learn in 2024?

For me, in the midst of the milestones, I learned a lot, too. I met new people. I worked with new and existing clients on in-person organizing and also coaching. I learned more about coaching to be a better coach.

I attended concerts. LOTS of concerts, and immersed myself in the music of independent artists that we follow. I learned new music myself, for performance sake. I always appreciate that professional challenge.

I prioritized my professional learning. I read books, attended conferences and earned dozens of continuing education hours to increase my skills and knowledge in organizing, productivity and coaching.

I certainly learned more about myself, through my own medical procedures, the medical challenges of loved ones, and pursuing my ADHD diagnosis. I learned even more patience, resilience and compassion.

There are specific topics that I learned about because I sought them out. Learning is seeking new information and incorporating it. Doing something with the learning, making it a part of us and our lives, making it meaningful.

What was that for you this year? What did you learn?

And all the doing and the learning leads to growth. I have grown this year. I have met awesome people and have helped others in big and small ways. I have expanded my knowledge, I have gained new skills and perspectives. I am better than I was one year ago.

So, we re-cap 2024. And then, we look to 2025. And we ask the same questions.

  • What do you want to DO this year?
  • What do you want to LEARN this year? And,
  • How do you want to GROW this year?

Let’s set those intentions for ourselves now! The looking-back at 2024 helps us to see more clearly as we set a course for 2025.

What do you want to DO in 2025? Do you want to travel? Get a new job or advance in your current role? Spend more time with family? Spend more time alone? Get fit? Relax? Write a novel? Read a novel?! What does that look like for you?

Personally, I already have some events on the calendar for 2025. We hope to head to Florida in February with family, I will attend a professional conference in March. May brings the graduation for both a niece and nephew in Michigan. May also brings the end of my elected term with the Board of Education, so I am imagining how I can continue to serve my community after that. I have presentations booked until November, 2025. And I am anxiously awaiting the touring schedules for the bands we follow, to put their local shows on my calendar!

What to you want to LEARN? Are there subject matters that you want to learn about? Other people you want to learn about? Do you want to learn more about yourself?

There are books I want to read. I own them already, I just need a habit and routine around reading them. I read voraciously, but I read fiction. I will make progress on my non-fiction reading list in 2025! That will help me learn and therefore grow. We do things, we learn new things and incorporate the new knowledge, and we grow. We can’t help but grow.

I google searched for a quote this morning, and I found two.

“You are the same today that you are going to be five years from now except for two things: the people with whom you associate and the books you read.”
― Charles Jones

“You are the books you read, the films you watch, the music you listen to, the people you meet, the dreams you have, the conversations you engage in. You are what you take from these. You are the sound of the ocean, the breath of fresh air, the brightest light and the darkest corner. You are a collective of every experience you have had in your life. You are every single second of every single day. So drown yourself in a sea of knowledge and existence. Let the words run through your veins and let the colors fill your mind until there is nothing left to do but explode. There are no wrong answers. Inspiration is everything. Sit back, relax, and take it all in. Now, go out and create something.” —Jac Vanek

Of course you’re going to grow. You’re going to incorporate those new things and do things in new ways that are uniquely your own. This week, look back and re-cap 2024, and look ahead with me to 2025. Let’s set our intentions. What do you want to DO in 2025? What do you want to LEARN? And how do you want to GROW?

On December 31, 2025, what do you want to be able to tell me about? A couple weeks ago when I talked about stress management, I asked you to consider what you want to do more of, and do it.

Do, Learn and Grow in 2025, and let’s work through it together. Feel free to drop me an email or private message me in my socials with your intentions. And I will hold space for you and your intentions for 2025. Maybe I’ll even check in in a few months, and see how you’re doing. I am wishing you the happiest and most joyful 2025. I can’t wait to interact more with you in 2025, that is definitely one of my intentions!

Stress Management: 2 Tools and A Great Question

Recently, I was asked to create a presentation to help people manage their stress and find work-life balance around the holidays.

Because that’s hard! I mean, let’s face it, Work Life Balance is difficult to find EVERY DAY. Yes, every day. And, especially when the calendar is fuller and expectations are even higher, like around the holidays.

Let’s just call it what it is. We can work towards Work-Life balance any day. We’re talking about this in December, but I could probably start this with “Finding Work-Life Balance in the New Year”, and while you could be busy then for different reasons, the strategies might still be the same!

Let’s get started. I want to talk at stress management. Because, like and in conjunction with life balance, this time of year and every day of the year is a good time to talk about how we can take better care of ourselves.

First, a couple of tools that you can use around the holidays and also every other day of the year. You can use them at work or home or on the train or in your car or as you fall asleep, or at a holiday event while you try to not overreact to your obnoxious uncle, or standing in line at a retailers or when you really just want to go home. The two tools are Square or Box Breathing and Progressive Muscle Relaxation.

I have talked about square or box breathing before (click here to check out that article), go to my website’s blog page and search for “breathe”, and I want to put it out there again today. Square breathing is when we breathe in for 4 counts, we hold that inhale for 4 counts, we exhale for 4 counts and then we hold the exhale for 4 counts.

That’s it. We can count it in our heads, or perhaps we do it while we listen to a favorite song.

In for 4, hold for 4, out for 4, hold for 4. Imagine the 4 sides of a square or box as you breathe. Try it in sets for 30 seconds then 60 seconds then 2 minutes. We can just do this for ourselves any time we can use a little break. I practice square breathing multiple times a day, and it makes a world of difference in how I feel and how I manage my stress.

And, Progressive Muscle Relaxation. From Healthline.com, Progressive muscle relaxation (PMR) is a form of therapy that involves tightening and relaxing your muscle groups, one at a time, in a specific pattern. The goal is to release tension from your muscles, while helping you recognize what that tension feels like. Again, that was from Healthline.com.

This is a great technique to help us relax and relieve tension, but it is also really helpful for us to identify what stress feels like and where we personally hold stress in our body. There are many places that people commonly hold stress. Head and forehead, jaw, neck, shoulders, back, arms and clenched fists. And more.

So, How to:

Starting at our feet and toes and then working up our body, we squeeze our muscle groups for a count of 5 and then fully release the squeeze, all while breathing nice and deep and taking a few breaths between muscle groups. So as we slowly work up through our feet and then ankles and calves and knees and thighs and hips and on up our body, we may realize there’s an area that’s fully clenched all the time, like our shoulders or our fists or our jaw, and this awareness can help us to release that tension and also identify it quicker next time. You can do this any time you’re feeling stressed or anxious, and it is especially great to help you fall asleep.

And now for the Great question I mentioned in the title.

A trusted counselor recently suggested a strategy to help with instances when my anxiety or my ADHD start to run the show. And it really resonated with me. It is so simple. When I am feeling anxiety or stress, we can’t just eliminate those feelings. We can use tools like Square breathing and progressive muscle relaxation to help us cope. And he suggested, to help me manage anxiety and stress, to figure out what I like to do and do more of it.

Of course, I mean we know that, right? But I needed to hear it. And perhaps you need to hear it, too. Find out what you like to do and do more of it. Yep, I love that.

This a next level stress management, time management and productivity strategy, right?

Family members decided for themselves that they wanted to do more of the things that bring them joy. Amazing, right? And they realized that their pets bring them joy so they adopted a dog. And I look forward to meeting her. But they said “Let’s do more things that bring us joy”, and dogs bring us joy, so let’s get a dog.

Again, seems incredibly simple and profound. And I needed to hear it. And perhaps you do do, too. Figure out what we like to do, and do more of it. This isn’t even stress management advice, this is just advice for life.

We can start with the easy things that the world tells us to try, like a hot bath, a glass of wine, a facial or massage, a work out, whatever that looks like for you. But the possibilities are truly endless.

When he asked me the question “What Do You Like To Do?”, my first answer was music. In addition to being a certified professional organizer and organizational coach, I am a professional and liturgical musician. So I can consider how to do it more. On my own, or with my choir. This time of year, I can sign up for more Masses at church for Advent. I can set up my music stand in my office and practice vocally or playing my flute or ukulele more often.

We also follow and support a number of independent musicians and I’d like to do more of that. I can listen to more music. I can set myself up to succeed by creating more Spotify playlists that capitalize on the musicians I want to hear more of, or make lists of songs that will calm me down or energize me. And while I love Christmas music, and I do, I also keep listening to the bands I love even this time of year because that makes me happy, too. And I can look ahead to the tour schedules for our favorite bands, and put upcoming shows on my calendar, to continue to do more of what we like to do.

To manage stress and just live better, find out what you like to do and do more of it.

Other things on my list were being with family, reading, watching movies (theatre or streaming), hiking / being outside, cooking and baking, and travel. My challenge for now and for 2025 is to do more of those things.

On the other side of that, identify what you don’t want to do and do less of it.

My example of this is meal planning. A year ago, I identified that I wanted to eat well and cook my own food for health and budgeting reasons, and because I really like to cook. BUT I don’t want to cook as much, especially during the week. So, cooking on weekdays was something I wanted to do less of. Cooking brings me joy, and so do calmer and weeknights, so I make a point to batch cook on the weekends but not weeknights.

What do you like to do? Find what you like and do more of it. And find what you don’t like, and do less of it. There is beauty in the simplicity.

Use these stress management tools this week, if you need them, and ask yourself the great question, What Do I Like To Do? And do more of it!

A Routine’s Last Steps Are The Most Important

Recently, a client asked me how I schedule things. And since that means different things to different people, I delved a little deeper and asked a few more questions while we worked.

We were working through a pile of The Smalls in her home office. Do you know The Smalls? Imagine the things that come out of your pocket, like a pocket full of change or receipts or sunglasses or cough drops. It’s the bowl of weird things that ends up on our dresser or by the bathroom sink or in a heap on the table by the door. Safety pins, charging cords, random pens from the bank, tags from a sweater. The odd little small stuff that can drive us crazy. The Smalls.

As we were working through The Smalls, what she really wanted to know about was How to Create Routines. Routines in general, but in this case, a routine for maintenance, for example, better managing and eliminating The Smalls.

So, she was asking how to create routines? And specifically, the Maintenance Part of routines.

I love this question, we should all ask this question. And this particular client asked the question that day, but I have worked with dozens of clients answering the same question for themselves.

And as a refresher – What are routines? Using a morning routine as an example, a routine is a short list of 5-7 tasks that we must complete every morning (or afternoon or evening or when we go to a certain place or do certain things) to survive (sleep, eat, bathe, drink water) and also maintain a basic level of functionality in our life (start laundry, pay bills, buy groceries, exercise).

How do I know she was asking about maintenance? I see this client once a month. When I arrive in the morning, she is always awake, showered and dressed. The cat and dogs have been fed, dogs have been out, and she usually has some laundry started. There are many parts of her routine that are solid. I know she has mastered survival tasks in her routine. If this sounds familiar, I would guess you, also, have conquered survival, the basics, the essentials. So what is missing?

For this client, she was asking about a routine to take care of The Smalls and other clutter in her house before it got to the troublesome level.

Next level, then, is getting good at our routine maintenance tasks. After survival tasks are complete, what are those maintenance tasks we must complete every day, again, to maintain a basic level of functionality in our life?

Unfortunately, since maintenance is often less urgent than survival, we can sometimes let those tasks slide in the rush of our day to day. The danger, of course, is that since routine tasks are tasks we must complete over and over again, we can get lax in the execution and completion of them. And as we relax our standards, we stop maintaining our maintenance. The switch, then, the point is, we need to understand the vital importance of “done” or “complete” in our routine maintenance tasks, and commit to “done” and “complete”.

We need to define for ourselves what done is, what done looks like.

I worked with an adult client many years ago who said that no one had ever explained to him what “clean your room” or “organize your desk” meant, even as a child. And if that is not something that you are used to, or, like this fellow, if it doesn’t come naturally for you, or if that is not the way your brain works, then being told to clean your room or organize your stuff is meaningless.

When my sons were little, instead of just saying go clean your room or go organize your dresser, I talked with them about what steps to actually take. When they were really little, pre-readers, I made a sign with pictures, like a picture of a bed to remind them to tidy up their bed, a picture of a laundry basket to remind them to put their dirty clothes in the hamper, a picture of a hanger to put their clean laundry away, put their books away, make sure the floor was relatively clear before they went to sleep (because who wants to step on a Lego in the dark, am I right?!). When it was clean, we would stand in the doorway and I asked them to take a mental picture of what “done” looked like, so they could get back to “done” on their own some day.

First, we need to know what “done” and “complete” look like and entail.

Another example: We get up and get ready for our day. Great. If we turn around, though, what does our home look like behind us? You know Pigpen from Peanuts, who always had the little cloud of dust behind him? What does it look like behind us? We got up, but did we take 30 seconds and make the bed? We took a shower, but did we take 11 seconds to hang up our towel or put it in the hamper?

What does the bathroom look like when we’re done? “Ready to leave” is one thing, and it is all about us as a body, and it’s very important, but is your space ready for you to leave? Truly “done” or “complete” requires the extra 30 seconds that we spend in the bathroom before we finish in there in the morning, where we hang up our towel and we straighten the shower curtain and we wipe the fingerprints and the dirt or anything off the sink, and we have put all of our stuff away that we use every day. Those last few steps are what maintains that minimal functionality in our spaces.

Because we’re going to have to do it all over again tomorrow.

Those last steps are also part of the routine tasks. We have routines around times and events to make them run more smoothly, and to set ourselves up to succeed next time, too. And those last steps are vital to that end.

In my presentations, I talk about my routine around taking my supplements every morning. I mention that I used to forget to take my supplements, but I anchored the supplement habit to my morning coffee habit and now I always remember to take my supplements. Adding a few details here, I take a few supplements that need to be on an empty stomach, and as I start my coffee, I take those right away. Then I leave the other batch, the later with food batch, on the counter so seeing them will help remind me to take them. Later, when I am headed out the door for my day, a glance at the counter while I grab my second cup of coffee will remind me to take the rest if I haven’t already. “Done” and “complete” look like a clear counter. Maintaining the maintenance, and also leaving a clean slate for the rest of my day. Because I am going to have to do it all over again tomorrow.

Another global example: Bill-paying. Your bills are paid – awesome! Hopefully, you have a routine around paying bills on time, a date in the calendar to take care of those! Again, awesome! And yes, that is an achievement we can celebrate! And… did we file the papers that were left after the bills were paid? Or empty the overflowing paper recycling bin in the office, or run the handful of papers that need shredded through the shredder? Or look ahead at when we are set to pay bills again and put that on the calendar, too? These final steps of the routine task of Paying Bills often get overlooked, and then their neglect adds to our mess or disorganization going forward.

Other places we can put this idea into practice:

Managing The Smalls by identifying them as smalls and setting our space up for maintenance. Add a garbage can nearby to toss everything you can, keep a jar there for loose change or an envelope for receipts. And take the 5 seconds to toss the trash and file the receipts.

Your work space at the end of the day? Set a timer for the last 5 minutes of your work day and set yourself up to succeed tomorrow. Done looks like cleared and waiting for us and tomorrow’s work.

After traveling, unpack completely and put the suitcase away. AWAY. Complete.

Making dinner and eating dinner, sure, but also cleaning up after dinner. Because tomorrow morning, we’re going to need to start the cycle again and a clean kitchen is a better place to start our day.

I worked with a different client the other day, and the timer on her phone went off when we still had 15 minutes of our appointment left. Because … she is wise and she knows we need to put stuff away. We made a few last labels with my label maker, put the bins of clothes in the closet, took out the trash, loaded the bags of donation into the back of my car, talked about what her next steps are to continue to making progress. We do the work, and then we have our routine around maintaining maintenance. Taking those last few moments to set ourselves up to succeed next time.

Consider your routines this week, and determine what Done and Complete look like for you, and then commit to maintaining the maintenance and setting ourselves up to succeed next time!