Tag: Institute for Challenging Disorganization (ICD)

Getting Specific With Quarterly Planning

A client asked recently:

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

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

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

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

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

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

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

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

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

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

Grab your calendar, digital or paper.

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

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

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

Reflect on your Focus Areas:

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

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

The next step is to weave in the set plans.

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

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

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

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

Work in some flexibility and grace.

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

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

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

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

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

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

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

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

Honor your own season and cycles.

Be reasonable, and adjust your expectations.

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

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

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

Learn New Things Then Make Them Your Own

I am a member of the Institute for Challenging Disorganization, and I attended their annual conference last weekend. It was amazing, and I will share more soon.

In an activity with a fellow participant, we worked through a new time management tool that I CANNOT wait to introduce to all of you! But I digress.

The tool walks us through a project, helps us identify potential roadblocks and how to deal with them, and lets us imagine our reasons for and how we will feel when we achieve our goal and / or complete the project. For the activity to learn to use the tool, we chose a goal or project to focus on, and mine was “how to ensure I worked through my conference notes this week” And my answer to my table partner was, “Because otherwise, WHY DID I BOTHER TO GO?!”

Going to the conference was not simple. The conference was in Minnesota, a beautiful state from the little bit that I got to explore when not in sessions. It was a 7 hour drive to get Bloomington, MN right next to Minneapolis-St.Paul, and the same to get back, though that was in the dark and in the rain. (My husband is a rockstar). It required money and planning and research and packing and a million other little tasks. It required that I take time off from paying clients to instead pay money. It required that I attend a conference I have never attended, that I step into rooms where I knew no-one. It required many leaps of faith, to just jump into a situation and do my best. And it was absolutely worth it.

I visited new places and saw new things. I learned so much. So much that will help me in my business, in my work with my clients and also me personally. I hugged in-person people who I had only met in virtual programs before now, I met amazing new people and made new friends.

Similarly, I presented at a conference the week before. And, I would hope for all of those attendees that they took some time to review and internalize and revel and relish what they learned at their conference and then started to put that new knowledge into practice, too.

As part of my working through the content this week from the conference, I want to write about it and then I will do it! It’s time to process what I learned, follow up with many people and incorporate what I learned into my real life. Because, again, otherwise, WHY DID I BOTHER TO GO?!

If you, too, have the opportunity to learn new things, here are some things to think about!

Be open to learning because there are always things to learn.

First, can we just appreciate how awesome it is to have the opportunity to learn new things? There is always more to learn, either expanding on things we already know or learning new topics and ideas entirely.

When we get back from learning, Unpack, and I mean physically unpack.

I have worked with dozens of clients who have bags still packed with logos on them from conferences or workshops they attended 1 and 5 and 20 years ago. In addition to the knowledge learned going no further than that bag on a shelf or under the desk, logistically speaking – what about the half-eaten granola bar or dirty tissues – ew!

Please, unpack your bag and delete or recycle the easy and the obvious. When it comes to storage, bags are almost never our friends. Liberate the stuff and the learning, bring it back to the daylight!

As an aside, when you attend a conference with other professional organizers, some of us admit to emptying the swag bag immediately, getting rid of what we don’t want and sharing it the next day with fellow participants, and clearing out the excess before we even pack to go home!

Also as an aside, at a conference for professional organizers, programs start on time and sometimes even early!

Next, and very importantly: Act on the new knowledge while it is still fresh!

One of my accountability partners asked a great question the last time we spoke. She asked if I had a plan, or what was my plan, to work through all of my notes and follow-up from conference.

I want to review my notes this week because I can easily recall exactly what I was feeling and thinking when I heard the content. I can remember what time of day it was, I can remember who was sitting at my table with me. Reviewing the content just a few days out means that as I reflect on the content, I can fill in my note with even more ideas, I can recall thoughts I had then that I might not have had time to capture at that moment, I can start to move the knowledge from short term memory into long term memory, and I can make plans for changing my behaviors around what I learned.

If I waited weeks or months or years, that reflection piece would take me nowhere fast. And I would miss the opportunity to make the knowledge my own and incorporate it into my own best practices.

Relatedly, as I review my notes, if I want to reach out to someone I spoke with, they will also be more likely to remember me now than in a few weeks or months from now.

In addition to knowledge becoming un-refreshable to us, remember that Knowledge Expires. If you have a backlog of content or binders or books from long ago professional development, please consider that Knowledge Expires. Yes, knowledge expires.

Here’s an example: Years ago, a friend said how proud they were of the medical journals on the shelf above their desk. They liked to see the journals, the journals felt like visual proof of how good a doctor this friend is. And this friend is a good doctor. AND, I reminded them that I would not want to see a 20 year old medical journal above my doctor’s desk, I would rather see recent certificates and updates and achievements. Because, in some industries, like the medical profession, some knowledge expires.

I would not want to see reference books for outdated software on my IT department’s shelf. I do not want to see educational theory books from the 1950’s on a teacher’s shelf.

Looking ahead, Make A Plan for Yourself to Learn New Things

As I reflected on presenting at a conference and then, a week later, attending a conference, I am reminded that, as I stated earlier, there is always more to learn. My suggestion to you and to myself is to come up with our own education plans.

Once we are out of the academic environment, it would be easy to stop learning. But in the first line of my content for my recent presentation, I stated that “If we aren’t growing, we’re either standing still or we’re wilting and withering”. Those are our options.

We can choose to grow, we can stand still or we can wilt and wither. Of course there are some days I am not striving and growing and reading and pursuing. But those days of rest are part of the plan, too. An educational plan guides our steps.

I don’t know what that educational plan looks like for you. I don’t know what lights you up or what you’re interested in. But maybe you know.

There’s so much information available to us these days. There has never, never in the history of the world, been so much information and so readily at our fingertips. Never before. Of course, we need to make sure we are critical thinkers and are consuming actual knowledge from trusted sources.

But there’s so much out there to learn and know about. So much. And it’s all available to us.

For me, personally, I am going to work through my notes from my conference. I am also going to review my non-fiction “reading pile”. I put that in quotations because while I call it my reading pile, it is not a pile. It is a part of a shelf full of books I own but have not read yet, and also a back log on my kindle app on my Ipad. There were books and authors mentioned at conference and I know I own some of those books but I have not read them yet. Establishing a more consistent non-fiction reading habit sounds like a positive step in that Education Plan!

At writing time, I completed some easy first steps yesterday afternoon.

  • I unpacked my conference bag, recycled any papers I won’t need again, put things away in my office that have a home.
  • I entered into my phone contacts all of the business card information from fellow attendees who shared with me.
  • I submitted for and received certificates for all the Continuing Education Unit that I earned by participating this weekend.
  • I processed my bullet journal notes from the last 4 days. I still need to prioritize the notes and action steps, but they are in Evernote so that now, when I have a few moments, I can start assigning the ideas and tasks to the appropriate list – ideas like blog topics, client follow up, etc., or schedule time to complete tasks like the errands I will run tomorrow.

On my agenda for this afternoon and tomorrow morning are to review the handouts from each of the presentations. I will reach out via email and thank the speakers for their presentations. I will subscribe to newsletter and follow on Facebook or Instagram.

I will read the articles that were recommended for further reading, I will email follow up to my fellow participants. For example, a fellow participant asked a question during one session regarding working with a client in a hoarding situation who is struggling emotionally, and I offered to share information regarding Mental Health First Aid Training.

I will continue to share out the new knowledge gained in the coming months, as I internalize it and make it my own!

More about Learning new things:

In October, I will begin hosting webinars on topics such as quarterly planning, menu planning, clearing clutter (that was a specific ask, Sandy I heard you!). Some will be free, and some will have a small fee attached. I look forward to you and I learning more together!