Tag: NAPO-Chicago

Focus Areas: How Do You Spend Your Resources?

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I presented this past weekend at The Traveluxe Ignite 2024 Conference. Their tag line for the conference was “Aspire to Inspire”, I love that!

It was so fun to be in a big room full of fantastic human beings, and I am truly grateful they welcomed me into their circle.

I spoke to them about Goal Setting, using the tools of SMART Goals and PACT Goals, both topics that I have presented dozens of times and spoken about in past articles and podcast episodes. 

Leading into the Goal Setting segment, though, for these folks, I first brought up the idea of Focus Areas.

Our Focus Areas are where, in our life, we use our resources of time, money, energy, passion, focus, etc.  Our Focus Areas are what is important to us. And while I mention “Find Your Focus Areas and stick with them” in my Stress Management presentation, and I have published an article and podcast episode about them (if you want to know more, go check out December, 2022), I needed to expand my teaching content for this presentation and I wrote that content in the last couple of weeks.

The Questions I ask are:

  • “What are your Focus Areas, right now?”
  • Knowing that, “What do you want your Focus Areas to be?” and then
  • “What do you NOT want to focus on?”

Today, we are going to look at that first step, that first question, “What are your Focus Areas, right now?

Productivity Coaching is all about awareness first. We start with awareness. 

We ask, what are we doing? What are our focus areas right now?  Where are we spending our resources? 

Because, here’s the thing, we may think we know what our Focus Areas are, but we also may require a more realistic report of what is actually happening. Sometimes were are not full aware of what we’re spending our resources on. I can believe in my heart that I am focusing on what I want to focus on, but how I spend my resources may tell a different story.

Once we identify our current Focus Areas, then we can ask what we DO and Don’t want them to be, but first we have to identify what they are right now. And, to determine what our focus areas are right now, I suggested a few questions for my participants to reflect on.

I asked, What are our resources? Broadly, our resources are time, money, energy, emotion, passion, space. Right? All of those things are our resources. And all of those things are finite. So we want to make sure that we are spending our resources on the right things.

We’re checking in on what is. And how do we do that?

I recommended strategies in my presentation to find our focus areas. I recommended that, to identify what you are focusing on, look at your bank and credit card statements for how you are spending your money.  Review receipts if you pay for items in cash. Start gaining awareness on where you spend the resource of money.

And that caused a little stir in my audience.  Apparently, something similar had been part of a conversation some other time in the conference, so, reading the room, it caused a stir, though not in a bad way, per se.

I know it’s hard, but that’s why we’re going through this process, right? We want to make sure that we’re doing the right things in the right areas. We want to determine what that is for ourselves. We want to make progress. Yay.

Productivity coaching. That’s what we do.

But we need to know where our resources are going.  And once we know, once we are aware of where our resources are being spent, we can then ask – is this where I WANT them to go?

I’m reminded of a conversation I have had with a family member a couple of times now about travel, as in “When are you going to travel internationally?” And my answer is, and has been, “I have well educated children.” To remind them that our resources have been dedicated to areas other than international travel for the last 10 years or more.

So, as we identify Focus Areas, wee look at where we are spending our money. And we can review other resources, as well.

Where are we spending our time?

If you’re curious about, or seeking awareness around how you spend your time, look at your calendar. This week, of course, but also the last few months or years, and what you have on the calendar looking ahead.

I would like to say that I am dedicated to my own wellness, that it is a Focus area, but a review of my calendar shows that while I am up to date on my medical stuff, I have gotten out of the exercise habit and now it is not on my calendar.  With that awareness, I can either recommit (which I hope to), or I need to be more realistic in the story I tell myself about my Focus Areas.

“How do I spend my scheduled time?” is a good question, and we can also look at our past to-do lists and our current to-do list.  Many of the women I spoke to at the conference mentioned they love paper planners, so another great place to look to identify your Focus Areas is past journals and planners.  In one of my next articles and episodes about Bullet Journals, I will likely talk about how I was never much of a journaler / diary keeper until I started using a Bullet Journal and now I am glad I can go back and review past journals to help me guide my actions today.

Next, was can ask, How do I spend the resource of energy, focus, passion?  An indicator of this is to look at your incoming and outgoing communications, like your phone calls, emails and texting history.

(That suggestion caused a stir, too).

But it is true.  Texting is very personal for most of us, and it is an indicator of our Focus areas. A quick review of my last week of phone calls showed checking in w family, and lots of new client calls. My texting shows the themes of Family / My Parent’s wellness, my kids and husband, ministry at my Parish, Board of Education work, and personal and home management.  Yep, sounds about right.

I have walked through this process myself, of late, when creating this content.  And I feel like another upcoming article and episode will be how to clean up our spending, as I have begun that adventure for myself now that I have gained more awareness.  But that is for another day.

As I wrap up today, let’s recap:

  • Thinking about Focus Areas is important to setting goals and getting things done.
  • It is important to identify what our current Focus Areas are to then ensure that we are doing what we want and need to be doing, and making adjustments if necessary.
  • And
  • To identify what our focus areas are, we can review where we spend our resources, those personal and precious and finite resources we have, like our money, time, energy, focus, emotion, passion. With that awareness, we can then decide for ourselves how we want to move ahead.

I hope you found this helpful, and please let me know how this helped!

Bullet Journal: Ever Present and Indexing

Okay, next up on the list, let’s talk about Bullet Journal. Bullet Journaling. My bullet journal.

Now, this is a big deal for a lot of reasons, and I’m going to tell you why.

It’s September, and September is National Preparedness Month. I have shared a lot of information over the years about National Preparedness Month. We all benefit from that reminder that we need to have our ducks in a row, or at least know what and where are our ducks are. We need to be ready for life. And I will talk about National Preparedness Month in a couple of weeks, but that is not today’s topic.

One of the ways that I stay in a state of Ready, how I manage all the things that I manage – and there are a lot of those things – is using something called a Bullet Journal. I am going to reference now Ryder Carroll who created Bullet Journal, and also bulletjournal.com if you would like to know more.

And to give credit where credit is due, I need to give a nod to my dear friend Mark who introduced me to the idea many years ago. Mark has since passed, unfortunately, but I think of him kindly when I am working in my Bullet Journal.

I just started a new journal last week. Starting fresh is such a good feeling. A Bullet Journal is a tool. That’s all. It’s a very personalizeable tool. Mark and I taught Bullet Journaling classes over the years and it was good for us to teach it together because Bullet Journaling is so personal and individualized, it’s good to have two different people’s input.

There are many facets of a Bullet Journal that I love. Honestly, it’s a notebook. That’s it. It’s a notebook. How you use that notebook makes it a Bullet Journal. If you’d like to go to the Bullet Journal website and spend a lot of money on a very snazzy notebook – they are very pretty – Go for it. But before I get ahead of myself, let me tell you why I love my Bullet Journal.

A Bullet Journal is a tool, and the concept comes with rules and suggestions, a technique, with ways of doing things, and you can choose to use it or not, and you can choose to abide by the rules and suggestions or not. I find it very helpful, and there are two facets of Bullet Journaling that I will talk about today that can be applied to any other notebook or note taking device, as well.

One aspect I love about my Bullet Journal is that it is ever present, ever ready. As I am writing this article, it is physically at my right hand on my desk. And when I get ready to go in a few minutes, I will slip it into my backpack which is twelve inches away from it at present, and it will go with me and be ever present as I go about my day as well.

I love technology, I am a tech girl. I use my phone and iPad and laptop ALL DAY. But there are also times in my day that I that I need to write something down as opposed to entering it into my phone or laptop somehow. Maybe I need to scratch a 2 word reminder to run an errand while I sit at a stoplight, right? So I do. Because my Bullet Journal is ever present. And I don’t necessarily want to pick up my phone because well, it’s illegal and ill advised.

Whenever a thought strikes me, I can quickly jot it down, and I recognize there are many opportunities in my day where those thoughts to strike!

And this is why I am sharing. I know many people, clients and colleagues, who write down notes on whatever is handy. The back of mail envelopes, shopping bags, the margins of a book, on a newspaper, on their hands. (Yes, their hands, 25 years ago – I worked for the Internal Medicine Residency Program at the University of Illinois, Chicago and yes, our residents would sometimes jot down lab results on their hands because that’s what was available when they took a call from the lab about a patient.)

If I am already on a call, sometimes it’s just easier to write the customer service reference number or my family member’s hospital room number. And sometimes, I don’t want to get distracted by my screen so I will make a note to “look up jar salad recipes”, or write a really cool quote that I read in a devotion this morning.

One client in particular asks as we discover notes on note paper, receipts, envelopes, whatever – “What is wrong with me!?” Nothing’s wrong with her. But her notes and therefore her thoughts end up a hodgepodge, which makes it difficult to retain or review that information or get to what is really important. Whenever we’re working on her papers, we find notes all over the place but without context, they are difficult to process.

Which leads me to the second thing that I love most about my Bullet Journal and that is the Index. Which is just what it sounds like. Read any published material and it likely has an index. So you can find what you need when you need it.

On my Bullet Journal next to me, I have today’s date listed, and some notes below. Later today, I have a doctor’s appointment and I’m going to have some notes from that in my Bullet Journal. Later still, I will run a rehearsal for my choir and I will surely add more thoughts and tasks to the page.

In a couple of weeks, if I want to refer back to what we talked about today with my doctor, I’m going to be able to check the index and flip to the page from today.

My index pages, the first 4 pages of a Bullet Journal, will have three columns for page number, dates and then topics per page. So I can readily find information again if I need it.

And – you can do this with any notebook you already have, too! (I rocked a client’s world a few weeks ago with this concept – she was so excited to add an index to existing note books to make them make sense!!)

Yes, you can take an existing notebook, number the pages and if it is too late to add an index to the front, add it to the last 4 pages instead. Three columns for page number, date and topic. Sometimes my topic is “Life”, and sometimes it is “Dr. Appt, School Board Meeting regarding Finances, blog article ideas, etc.” Let’s say, on pages 13 and 14 are notes from the special board meeting regarding finances and in a month or two, I want to go back and look at that, I can flip to the index, see pages 13 and 14, and can flip to those pages with consistency, confidence.

I usually fill up a Bullet Journal in 4-5 months, but the notes and index still exist, so I can always go back and look for things if I need to.

A real life example, I had a client who was moving cross country. She called about apartments on the west coast and she had a notebook full of notes. But when it came time to actually travel, she was worried about being able to find the specific places and people that she had talked to, to reference while she sat in the office with the people. She had a notebook full of information, but it wasn’t as useful as it could be. I suggested she go back, and number the pages of the notebook, determine what date (approximately) she spoke with people at each apartment complex, and add that info to an index at the back of the notebook. She spoke to so and so on this date regarding these apartments, and this is how much a 1 bedroom costs, or a 2 bedroom, square footage, amenities, if there is a garage, how long is the waiting list, etc. And then, when she sat in the office on the west coast in-person, she could easily flip to that page easily and say, when we spoke on this day, you mentioned x, y and z” that conversation would be that much more fruitful. It really helped with the home search to be able to find that information again.

Another real world example, inspired by a conversation with my college student son. My son is taking a philosophy class this semester and his professor does not allow electronic note taking. I wish I had known about indexing when I was still a student, because, um, it’s so helpful. So, you know, on the back page of his notebook, on the first page, if he’s thinking of it, but definitely on the last couple pages, he could absolutely, you know, again, number the bottom of the notebook pages, and then pages one and two, or pages, you know, page one was first day of class. Page three, two, three and four were second day. And we talked broadly about this and this, right. And, uh, pages five through eight, we’re studying for the first quiz, um, on such and such a date regarding, um, such and such a topic, right. So you can index anything, and it’s so helpful.

Bullet Journaling for goal setting, time management and productivity!

This is definitely an article about my love for Bullet Journaling but I suggest that you consider how you could apply the idea of one ever present notebook and the idea of indexing to your current methods of note taking, if you have them. These ideas are specific to Bullet Journals, sure, but the two ideas that I’ve mentioned today can be used independently of bullet journaling as well. Give these ideas a try, and let me know what you think!

Peace-mck

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

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

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

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

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

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

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

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

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

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

Activation

Of

Prior

Knowledge.

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

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

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

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

Yes, that is a possibility!

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

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

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

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

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

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

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

To recap,

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

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

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

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

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

(Sounds Cool, Right?)

College Bound? Organize Your Dorm and Small Spaces

(This content started out as a 90 minute in-person presentation, and what you are reading today was the handout, so many of the tips are in list form.)

First, let me remind you: At this time, your priorities might not be the same as your student’s priorities. We can’t control how others feel.  If your student, like mine, has no plans for decorating his or her space beyond the necessities, so be it.

Sending a student off to college? Or is an adult child moving to their first apartment? Enjoy this Grand New Adventure! And, get it organized!

Planning ahead makes these days flow smoothly. I said these quotes to my son and his friend just last week:

“If you fail to plan, you are planning to fail!” (Ben Franklin) and
“In preparing for battle I have always found that plans are useless, but planning is indispensable.”  (Dwight D. Eisenhower)
 
So, let’s do this!

  • Get the list of recommended items from your school.
  • Virtual tours, and on-line schematics are also available for some schools.
  • Check Target, BB&B and elsewhere for lists, but DON’T buy everything on the lists!
  • Your student can ask for gift cards for graduation.  Check into stores close to campus, too.
  • At Orientation, we can determine what’s provided and have a chance to measure rooms and spaces. Refrigerators?  Microwaves?  Box fans? 
  • Collaborate with roommates, or start the search among friends or on Facebook.  Your students don’t need more than one coffee maker or popcorn maker, cleaning supplies, mirrors, etc., either. 
  • Start early to spread new expenses over a few months, and to give you all time to think and plan clearly.

You and your student can tackle organizing dorm rooms and small spaces the same way we organize for any project. We can use the 5 Step Organizing Process via Julie Morgenstern in her book Organizing From The Inside Out. Those 5 steps are Sort, Purge, Assign a Home, Containerize and Equalize.
 
The Sort and Purge steps go along with packing as your student gets ready to move.

  • Pack like with like; but also get things ready to use.
    • For example, as your student packs their bedding and towels, keep one set of bedding and towels right on top to use immediately when they get to their new space.
    • This makes making the bed so much easier.
    • And they can leave the rest of their bedding and towels packed until after they have set up their space.
  • Shop at home first for their stuff, to save $$ and make them more comfortable.
    • For example, my son and I were just discussing bed pillows this afternoon, and how he should pack his favorites from home to ensure a good nights sleep.
    • In addition, he is taking his bedspread from home because he really likes it.
    • I can replace the spread and his home pillows with items we already own.
  • It’s difficult to purge at this point, since our students are acquiring things at this stage. But they can choose to leave some things behind.

 Assign a Home / Containerize:  SHOPPING:

  • When considering storage for any spaces, dorms or home – utilize vertical space as much as possible.
    • Consider a bed-side bag for bedside items (especially if the bed is lofted).
      • Space bags / Ziploc totes and bags;
      • Consider over-the-the door towel hanger / coat rack / shoe holder / pockets:  for shoes, but also snacks and such. 
      • Double-hang the closet rods.
      • Use narrow metal / felted hangers.
  • You’re going to need at least a few surge protectors, and make sure they have long cords.
  • 3M Command hooks, cord keepers, photo hanging strips.
  • Plan for under-bed storage.
  • Consider tension rods for fabric covers / partitions (shower curtains and rings are awesome, too).
  • The 80/20 says we use 20% of our stuff 80% of the time.  So keep the 20% handy, and the 80% less handy.  
  • Consider multipurpose storage / furniture:
    • Collapsible / convertible / nesting / re-purpose-able storage; stackable, and with lids.
    • Trunks, as storage and extra seating (but don’t pack it full of heavy stuff).
    • Invest in good and matching items.  Higher quality is worth the added expense, and matching (clear, from same manufacturer) items will have the added bonus, typically, of nesting.
    • Packable bins.  Store stuff in them when you move back home for the summer.   Get them the same size so that they stack neatly when not in use
  • No matter what: When Shopping for storage items for dorms or new small spaces: Buy extra of good solutions, but be prepared with the receipt to return them if they’re not needed. 
    • There may be lots of things that come home after moving day, like boxes and suitcases.
  • Packing / Actual Move:
    • Assume that your move in / settle in time with your student will be limited.
    • Bring your own rubber mallet.
    • Right on top, have the Last In / First Out Box
      • soaps, clorox wipes, paper towels, cleaning supplies, snacks
      • tool box, Command hooks, and first aid kit, too
      • But mostly, bring your own rubber mallet for lofting the bed.
      • Bring your own hand cart, too. There are often carts and things to use, but they will be in high demand. So bring your own, as well.
  • Map out dorm room and where each box / its contents are to be unloaded.  Everyone should know the plan.
  • Set up the dressers away the same at home (like use a really big Ziploc bag to pack at home, and then empty out in the drawer at school)
  • As a parent – let me tell you now. Your student might not want help setting up their space beyond the physical labor of getting their stuff to their dorm room and lofting the bed or arranging the furniture. That is a conversation for your student and their roommate, or for them to decide on their own. Maybe they want you there, and maybe it is time to leave.

EQUALIZING (Maintenance):

  • Pack for current season, your student will likely be home before really cold weather. (But pack pants)
  • Make sure they have skills for independent living.
    • How to do laundry (and how often), how to sew a button, iron a shirt
    • First Aid and Illness kit; explain what things do – Tylenol, cold medicine, stomach distress, etc.
    • Grocery shopping, nutrition and a little cooking
    • General cleaning, how to and how often.

What to do with the bedroom that’s left behind:

  • Mourn just a little.  Then do a deep and thorough cleaning of the area.  Clothes, bedding, walls, carpets, garbage.
  • Spend just a little time on organizing during home visits, asking specific questions about specific items.
  • Do not take over your student’s space.  They will come home again, and will need their space again. 

I hope this process goes smoothly for you and your loved one!

Hope In Normalizing: “I Can Do This, Too”

This week, I want to introduce an idea called Normalizing, and why I think it is a useful and hopeful idea.

I was talking to a friend recently about a health challenge she is facing.

She was saying that we can believe we are all alone in what we are suffering with because we’ve never really talked about it with anyone.  However, when you start talking to people about your health issue, suddenly you find out that the problem is common, that many people have the same problem, or at least know somebody with the problem.

Ummm… let’s say gallbladder issues.  (And no, I do not have gallbladder issues, and neither does she, I’m just using this as an example).

Imagine: I’m feeling fine, and then one day, I’m not feeling so fine.  I muddle through for a few weeks or even months, with flare-ups and the like, getting better between and then another flare up happens. I finally go to the doctor. They run their tests, give me a diagnosis, share some strategies with me and also schedule a surgery because the gallbladder has to be removed.

Now that I know more and need to make plans, I mention my health challenge at work (because I need time off), or I bring it up with friends or family or the lady at the grocery store because now that I have a diagnosis and a plan, I feel more comfortable talking about it…

And when I bring it up, I find out that EVERYONE has had this problem, or knows someone who has had this problem.

You know the stories you hear, “my husband / wife / parent / child / coworker / friend / sibling has or had this problem”. We all may want to feel special and unique, but probably not when it comes to our gallbladder!

Hearing the stories about how what we thought was one-of-a-kind really isn’t… that is not a bad thing. I actually consider it kind of a good thing.  It feels hopeful to me.

In coaching, we talk about normalizing. Per Dictionary.com, Normalizing may mean “to cause (something previously considered abnormal or unacceptable) to be treated as normal”. 

This can be negative like when we learn to tolerate something that might be negative so that it becomes our new normal.  But it can also be a positive thing, when we expand our understanding of what can be typical and normal, so we no longer feel shame or worry about an issue or circumstance.

As in, when you find out that this issue that you’re having that is probably really rocking your world if you are in the middle of it and things are sore or are uncomfortable is actually 100% survivable.  And do-able.

Like when you’ve got something medical going on and all you seem to do is go to doctor’s appointments and do follow-up and it feels like a full-time job. And it’s really impacting your life and you feel frustrated. You feel like you’re alone in this. Like no one is going to understand. 

And yet, they will.

We can’t necessarily see our way through this situation because we have never been in it before.  We don’t know how long it will take, or when we may start to feel better.  But… other people know.  Other people have faced it and have come out the other side.

So we normalize. We normalize because sometimes we need to hear that we are not alone in whatever it is we’re going through. Sometimes we need to feel like we’re not alone AND that someone else in a similar situation has figured it out.

They have figured it out. And therefore, so can I.

If somebody else has figured all this out, I can too. And there is hope. There is hope in that. I can, too.

Let’s switch it up, I will use Blackberry Jam as an analogy.

Last year I learned how to make and can jam. Like preserves, hot water bath, mason jars, shelf stable, etc.

I had promised a loved one that I would find someone to make jam for an event, and I did not find a jam maker so I became the jam maker.   Here’s the thing.  I knew that I could.  I had a working knowledge of what was involved. And we have YouTube and websites and books, plus there is Amazon.com for ordering the tools.  It’s all there.  It’s all learnable. It’s all there. I knew I could do it.

I like to think I am pretty smart, and I am definitely curious and open to learning.  And hey, people living hundreds of years ago with none of the resources I have now figured it out.  I can do this.  And I did. And it was good!

Now I know how to make jam and also preserve it.  I’m pretty sure I still have some in my cabinet from last Fall. I still have all the tools and the know-how, to do it again. We can call that normalized.

Sometimes, my coaching clients or myself or any one of us, really, can think that the situation that we find ourselves in at this moment is so singular that no one has ever figured out what to do about it. And therefore, we can’t even hope to make things better.

And that’s not true.  I’m here to tell you that’s not true because I guarantee you there have been similar situations where people have figured things out and have come through on the other side just fine.

I consider normalizing to be optimistic. I consider normalizing, when done right, to be hopeful. When we are in the midst of something that we don’t know how to figure out, it’s hopeful to know that someone else figured it out. You are most likely able, you’re going to be able to figure it out as well.  And next time, you can be the resource for somebody.

We have more resources right now than we ever had ever in history to figure things out, ever. You have more resources now than anyone has ever had before. Whoa.

But it’s true. We have more knowledge now than anyone has ever had before. How hopeful and optimistic is that?! It’s awesome. And, if you want to figure things out for yourself, I am here to help. 

Independence Day: From What? For What?

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

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

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

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

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

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

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

Whatever that looks like for you. Independence Day.

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

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

How to?

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

We can always be learning and improving.

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

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

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

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

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

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

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

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

Can you relate?  I can relate.

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

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

Again, can you relate?  I can relate.

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

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

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

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

Was that quick? No.

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

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

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

What habits are no longer serving you?

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

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

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

Success Requires Practice. A Lot Of Practice.

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I can’t believe I am saying this, but I recently published my 500th blog article.

That is noteworthy, at least to me. I could never have predicted, all those years ago, when I started publishing blog articles that I would have stuck with it for this long. Or I couldn’t have predicted way back when on which day, far away in the future, that I would publish my 100th, or 300th or 500th article. And, by the way, that day was April 15th, 2024.

My first blog post was on May 19, 2010.

I vacillate most days between either wanting to take down old posts that have become outdated due to technology advances or life changes for me, or wanting to leave every post up forever because they’ve become a journal or diary of sorts. I will most likely leave them be.

2010 seems a long time ago. My sons, now 19, 24 and 26, were 5.5, 10 and 12. Personally, my organizing questions then were much different than my organizing questions now. And my business has certainly grown and changed in those 14 years. Next month I will celebrate my 21st year in business. Wow.

I started my company as a mother of two small boys who wanted more flexibility in her schedule than an office job downtown could provide. Soon after, I had our third son. My company survived the economic downturn in 2008 and a global pandemic in 2020. I was doing my end of the month bookkeeping the other day, and my monthly numbers are back up to pre-pandemic levels and beyond. That is very exciting. And more importantly, I am serving and reaching more people than ever, and those numbers are truly more important that the monetary numbers any day.

But today I want to talk about the How. As in, how does one publish 500 articles in 14 years? Which averages out to 36- ish articles a year.

But to the How? With consistency and practice.

And that is where I want to go today.

You may not know this about me, or maybe you do – In addition to being a certified professional organizer, I am also a board member for my local Board of Education. And this week, I get to address our middle school National Junior Honor Society at their formal induction ceremony. When this podcast episode drops, they will have already heard this speech. They deserve to hear it first.
It’s for them.

But as I pondered today what I wanted to say to the students this week, and that in my podcast and newsletter, I wanted to share that I have hit the 500th article milestone, the two topics came together.

So, here’s my advice to our National Junior Honor Society members, and the rest of us, too, about consistency and practice.

Good evening, students, parents and special guests, staff and administrators.

Students, I am pleased to have the opportunity to speak to you this evening. Thank you, Mrs. Gibbons.

We have to practice what we hope to be.  Let’s start there.

Greatness, or success or healthy habits or athletic prowess or anything we want to achieve is not going to just happen. Sorry. But it will not just happen by accident. These accomplishments will not happen by chance, and they certainly won’t happen overnight or in an instant. Consistency and practice are key.

Now, please understand me, I love happy accidents. I love serendipitous events. Where what went into that event yielded amazing and unexpectedly awesome results! But we can’t count on those to happen. That’s what makes them accidents. So we need to work, for ourselves, on what we want to achieve. And not leave it up to chance.

Some of you may have natural talents like music or athletics or creative writing or being a great friend. Those are amazing, of course! And, we can still always improve.

You may not know this, but I sing professionally. I have been singing and playing the flute since I was in elementary school, just like some of you. And now, I get paid to do it, how cool is that? I was rehearsing over the weekend for a gig, and I was reminded that we have to practice for what we want to achieve. I needed to learn new songs and I had to practice to keep my breathing strong and to not stumble over awkward words. I put in the work so I can consistently achieve my desired results.

I also direct a choir at my church, and when we’re rehearsing together and someone makes a mistake – including me – we all brush it off and learn from it and then we move on. That’s why we rehearse, to make our mistakes and learn from them and get better, so when we perform for real, we are ready. I say that often to my choir, “That’s Why We Rehearse!”

And the more we practice, the better we’re going to get.

My challenge to you today is to make your days a practice of being good students or athletes, of being a good friend, a good human being, of being good leaders. Consistently practice being a good You.

As NJHS members, you have the opportunity to be leaders in your school community, in our Evergreen Park community and in our global community. I do, too. We have the opportunity to make our communities better, and the lives of the people in our communities better.

How amazing is that?! And we get to do that every day. That’s what leadership means, that we have the opportunity to make things better and that we should use that opportunity to do so.

National Junior Honor Society is a group of leaders. You have proven through academic achievement and service that you have the commitment, desire and consistency required to continue to be better and to help our community to be better.  

Better looks different for different people, and that’s okay. I’m not suggesting that we have be perfect. Ever. That’s ridiculous. Some days are rough, and we learn from those, too, and come back stronger from the learning. But we can always be better. Better than yesterday, but not as great as we will be tomorrow. We can always strive for better. Not perfect, not even great or good some days, but always better.

And so we have to practice consistently to make that happen.

Consistent practice towards a goal teaches us how to learn. I say to my choir that I love the professional challenge that comes with having to learn a new song.  We learn how to learn.  

Learning will never stop. It shouldn’t ever stop. 

When we stop learning, we stop growing.

We can practice learning.  We can practice being curious. We can practice being open.  We can practice appreciating others. 

Because here’s a secret. Even though we’re the leaders, we never stop learning from others. Ever. 

More over, we should seek to learn from others. 

We shouldn’t just let it happen. That’s one of those practice items, right? That’s why we rehearse. 

We should actively seek to learn from others. Actively learn. Actively practice what it is we want to achieve. Actively try to be better every day. Because we can consistently practice at being a good You and Me.

I congratulate you this evening.

I appreciate you. 

I seek to learn from you. 

I can’t wait to see what the next academic year brings and beyond. 

And I’m here with you. I can’t wait to be here with you on this journey. I’m willing to help however I can.

Thank you for your time, and congratulations.

Thanks for sticking with me to the end. I love having the opportunity to speak to our students, they are an amazing group of people. I take my responsibilities to my school district and students very seriously, and my commitment to you, my community, seriously as well. And my wish for all of us is to keep improving every day, in big and small ways, with consistent practice towards Better.

How To Not Get Distracted

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

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

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

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

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

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

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

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

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

I’ll use my current situation as an example.

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

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

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

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

Let’s break that down.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

PACT: A Different Way To Set Goals

It’s a new quarter, a new season. Today, and any day, really, is a great day to check in with your progress towards your goals.

And I want to have a new and different conversation about goals today because I have a cool new concept to share!

I had to chuckle – on this morning’s accountability call, I mentioned to my partner that I was writing an article about PACT goals for today’s podcast. And… I admitted that I started it two weeks ago, and I didn’t get it done in time to record last week. Because I had a million other things to do last Monday (like, for REAL!).

Irony? That I didn’t meet a goal to write about goals because I couldn’t / didn’t dedicate the time to get it done? Yes, I think so.

As I set my goals for Q2 in April, I glanced at my goals for Q1 of 2024, and some were “once-and-done’s”. 

  • Complete the surgical procedure on my nose – done.  (Focus Area Health and Wellness)
  • Lent and Easter, liturgically with my parish and my choir – done! (Focus Area Service)
  • Attend a specific concert on March 29  – done (and it was awesome). (Focus Area Personal / Supporting Independent Art)

However, some of the goals require more of a process, and I have goals from Q1 that migrated to Q2:

  • Make progress towards coaching certification by recording coaching clients for an upcoming deadline.
  • Make progress on a major project I am working on for NAPO, the National Association of Productivity and Organizing Professionals.
  • Attend 12 live music / independent artist concerts in 2024 (one a month).

And I would guess, you have a similar blend of once-and-done goals and also progress goals. In past articles and podcase episodes, we have talked about SMART goals, and I LOVE a good SMART Goal!  A SMART goal is:

  • Specific,
  • Measurable,
  • Attainable,
  • Relevant and
  • Time Specific

For example, here’s a SMART goal:

“I will publish new blog articles and podcast content every week this quarter until I reach 500 posts by June 1, in celebration of my company’s 21st anniversary in June.” This is specific, measurable, attainable, relevant and has a time frame attached.

Now, how will I accomplish this goal? This is NOT a once-and-done goal or event since it will take consistent effort for the next 7 weeks to accomplish.

Last Spring, I wrote an article and recorded a podcast Episode about Metrics. 

Metrics In The Dentist Chair!

Metrics are quantifiable items we can measure, to determine progress. Achieving our goal is amazing!  Success is grand, for sure. But it is also an event.  It is a snapshot moment – goal achieved!  Done!  But more often, the work continues.

To make the goals and the work happen, from day to day, we need to bring the waypoints closer in.  We need manageable portions to bite off on a daily or weekly basis in addition to that one big goal we will accomplish at the end of a predetermined amount of time.

Enter – PACT goals. PACT goals are the tool within a tool, the intentional and incremental goals within a big, lofty SMART goal. Per Julie Simpson on Hire.com, “What are PACT Goals? The Lesser-Known Technique to Set Smarter Goals”, PACT “is a goal-setting technique that focuses on output rather than the outcome”.

PACT stands for

  • Purpose,
  • Actions,
  • Continuous and
  • Trackable.

It seems then, that often, the journey is the point.

Sometimes we need to set PACT goals to give us the support to meet our SMART goals. And sometimes we need to use PACT goals to create better habits for forever.

Let’s break this down! Purpose. Actions. Continuous and Trackable. I like the idea of continuous movement towards our goals. Let’s use my Publication Goal above as an example.

The question of “Purpose” is important for setting goals. We want to know that we are achieving what we want to achieve. That just makes sense. We want to know our purpose and we want to be purposeful (think “intentional”). And once we figure out what we are awesome at and what we are meant to do in life, as in what we want to do intentionally with our time in small and large pieces, then that’s our purpose.

When we set purposeful goals, we want to know that what we’re seeking to achieve aligns with who we are, what we want in life, etc.. And publishing high quality and supportive content for my community definitely aligns with my professional goals.

At a class last week, I heard the nicest feedback! A participant said ” You bring such positive energy!”. Yep, that’s the plan! And when it comes to our goals, we want to be purposeful, we want to be intentional, and to know that the goal that we are setting fits into the context of who we are and what we want in life.

And since success towards my publishing goal is not something I can just knock out the day before my June 1 deadline, I need to be intentional on how I spend my time in the next 7 weeks. I need to PURPOSEFUL in my actions.

And, on to Action! Action, because we’re talking about goal setting here, right? We’re talking about making progress. We’re talking about moving forward. All of those words are active words.

Progress requires action almost all the time. What are the actions that we need to take to move us towards our PACT goals? Working towards the publication goal, my actions have included in the last week spending 30 minutes each day on the project:

  • Review my voice memos on my phone, rename them and send them as an attachment to my email.
  • Upload to the transcription service that I use and have all the unpublished memos transcribed.
  • Match up all the voice memos / transcriptions with my list of published articles and podcast topics, and delete any duplicates.
  • Add the unpublished topics to my editorial content calendar.

And now that I know what I want to write about and publish, I will carve out an hour on the calendar 3 – 4 days a week for writing / editing.

And, since PACT goals need to be trackable, every one of those steps I listed above is trackable with metrics. I went from 30 voice memos down to 10. I went from 45 transcriptions down to 11. I increased, after deleting many duplicate topics, from 20 to 35 topics on my editorial calendar. And now I can track “writing minutes” weekly as progress towards the goal. Action.

Next up, and forever – Continuous.

Purpose and Actions are easy to see, but I think what sets PACT goals apart are the Continuous and Trackable aspects.

Let’s talk about continuous and trackable. Using as an example, my goal of publication by June 1. I’ve set my intentions, I have determined my actions. Now I need to do them! What would continuous progress look like towards my goal look like? I can determine that, and then make the progress towards that goal. And beyond, of course, because I have a waypoint, a milestone in mind, but I certainly won’t stop writing after the June 1 deadline.

I need to take action every day or multiple times a week. Continuous might not mean every minute of every day, but it certainly will mean regular consistent, continuous progress towards the goal.

Perhaps a wellness goal is a good example, too – 30 minutes of cardio 5 times a week is purposeful, continuous and trackable action, and a habit that will help you for life. As I mentioned earlier, sometimes the journey is the point.

Finally, let’s talk “Trackable”.

How do we make progress happen? How do we measure progress and not just “I’m feeling better about the process” or “I am less stressed with writing”, or “I am having more fun”.

“Progress” is sometimes difficult to quantify. But when we determine our purpose and actions, and the interval which makes them continuous, we can track progress. In my example, I can track articles published, words written, minutes or hours worth of writing or editing, engagement with my readers by number of likes or shares, etc. These are trackable items. Which also means, I can track improvements from week to week by paying attention to trends in the tracking.

How far have you come? What have you accomplished so far? Reviewing your tracking, what can you do to improve the process?

In addition to catching up on my writing process, which is what my actions in the past week were about, I can also track my progress moving forward. I have re-set my content process and will continue with these new strategies for a few weeks. And then I can look and see if my output has improved over that time. If it has – yeah! If it has not, I probably need to review and adjust my strategies.

To Review:

Setting PACT goals is a strategy that focuses on the process and not just the end product. We can use PACT goals with SMART goals, as the support to accomplish our SMART goals. OR we can use PACT goals as a method of continuous improvement. PACT stands for Purpose, Action, Continuous and Trackable, and can be used to help us focus on the process of progress and not just the event of achieving a goal.

I hope you found this helpful. If you would like to comment, please share with me on social media or drop me an email at colleen@peaceofmindpo.com, or drop me a DM on one of my social media platforms. I can’t wait to hear about how PACT goals helped you move forward.

Take Your Accountant’s Advice (or mine)

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

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

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

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

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

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

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