Tag: NAPO Virtual

Recipes For Life, Not For Stew or Cookies!

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If you have followed me for any time at all, you know I love to cook. I don’t cook as often as I used to because there aren’t as many people in my house these days. But I love to cook. And though some of my articles and episodes and social media content are about cooking (those are some of my most popular videos, it’s funny), this week’s topic, despite the name, is not one of those.

This is not a cooking topic, even though it’s about recipes.

But let’s use a food recipe as a launching point for the topic. When I cook, sometimes I make something that I have made so many times, the recipe is in my head and I don’t need to read an an actual recipe anymore.

Chocolate chip cookies or pretty much, you know, your basic cookie base, right? Two sticks of softened butter, three quarters of a cup each of white and brown sugars. Far too much vanilla. Oh, wait, maybe that’s just me. Whip that until it looks right, add two eggs, and then add whatever else that you want to add. For most types of cookies we make, next we add two and a quarter cups flour with a teaspoon each of soda and salt. For oatmeal cookies, it’s more oats and less flour. For peanut butter cookies, it’s more flour. I just wrote that in one sitting. I could have done it my sleep, and perhaps somewhere along the way I have.

How about beef stew? Cut your stew beef into small cubes, then sear them in your pot with some flour, salt and pepper. Dice your carrots, celery, onions and potatoes also into small cubes – we like a little bit of everything in each bite. Then add water, bullion, A1 Steak Sauce and Worcestershire Sauce. Mmm, delish. And that one is in my head, too. I don’t need to write it down and I wouldn’t need to look at it.

These two examples are of foods that are almost a routine, but not quite. Through starting with a recipe long ago and then through repetition of the recipe, I can make these items without referencing a physical recipe. But it’s in my head.

I talk a lot about routines because I really do believe that they are the building blocks for, oh, I don’t know everything, but there are some things we do that are not routine tasks.

Routine tasks, in my mind, are things that we do multiple times a day, or every day, or maybe a couple times a week, or once a week. And the repetition over time cements the process or task in our heads. Repetition and practice, we’ve talked about those, too. Repetition cements the practice.

The practice. I think that’s the other part, too, is the sequencing that comes in a recipe. So it’s not just the list of ingredients in a recipe, it’s also the, “what do you do with them”? If it’s a cooking recipe, ingredients are listed in the order that you use them. So if there’s something in the recipe that needs to be “chilled for 2 hours”, for example, that block of ingredients is probably going to be listed first.

Now, Let’s look at this in terms of time management.

Because some tasks and projects need to be done the same way every time. You do those steps first, and then 2 hours later, you do the other steps. That is how a recipe works, at least in terms of food.

We can use recipes in our day to day life as well, even if they don’t have food attached to them.

In my time management and productivity presentations, I talk about recipes, also known as shortcuts or checklists, because they help us. We determine the right ingredients for a task or project, and then the best sequence to complete the task or project efficiently and effectively and consistently. Like a recipe. Then we make note of the recipe and refer back to it every time we need to complete that task or project or similar, at least until we have the process or practice remembered or cemented.

And we do this to get the expected and preferred outcome. We figure out what we need and how to fit it together to get what we want from the process, and we document the ingredients and steps to an refer to them again and again.

I was at a conference, reviewing some notes between sessions, and a table of techie people near me were talking about recipes. And I quickly realized they were not discussing food. They were talking about recipes for non routine tasks. Like CODE! Yes, they were talking about coding. They were talking about leaving themselves notes about steps and sequences to ensure a positive outcome next time. And we all can benefit from that idea, right?

Let’s think about how we can incorporate the idea of recipes, of notes about steps and sequences, in our own lives.

Recently, I was reminded about the importance of recipes for non-routine tasks by a phone call from a family member asking about how to do something on their phone. Reasonable question.

I’m not familiar with their phone, but I’m familiar with some phones, and have a good idea of how things work. I asked if they had done before what they wanted to do now (send photos in a text to a friend), and they said yes, but it has been a while and they didn’t remember how. Fair enough, we all have moments like that, I know I do.

But, they were out of practice and we needed to re-determine the steps and sequence. We needed to determine the recipe, and also remember to refer back to it next time.

Truth is, I have recipes for different processes myself. I recently documented a recipe for my weekly content process and I have found it very helpful. Let me explain:

I have a topic per week for my newsletter and podcast episode and social media content. I set those up on my editorial content calendar 2 and 3 and sometimes wonderfully, like 4 weeks in advance. I get the idea from something I have learned or current events or from a reader question, and I realize discussing the topic would be beneficial for all of you. I start to think about what it is I want to talk about. For the topic every week,

  • I determine the topic;
  • I verbally record me talking about the topic on a voice memo;
  • I name the voice memo, email it to myself and upload it to a transcription website;
  • I copy the transcribed text into my blog platform and start writing the article;
  • I record the podcast episode about the topic based on the article;
  • I finish and edit the article, add photos and links;
  • I publish the blog article;
  • I write the newsletter for this week’s topic with the link to this week’s article;
  • hopefully, I also record a short video to be shared on my social media channels and you-tube; and
  • the podcast episode and newsletter come out on a Tuesday together.

Now that I have determined the ingredients and sequence to this process, I have written it down. And it almost a routine task, but here is another complication that necessitated the writing of the recipe. I do this every week. And the process is longer than week.

What complicates the process is that I initially recorded, for example, this article content about recipes about four weeks ago. My content calendar is complex but I like it. I have these recipes per topic all loaded into my master to-do list, and each week’s content is in varying stages of completion.

As I write this article on a Monday for next week, also today I am publishing this week’s completed article and sending the newsletter out tomorrow regarding this week’s topic. This Recipes article I am writing and content is scheduled for next week, and I have articles started for other upcoming topics, as well.

Each week and topic have a nice clear publication day, but I am also mid-process at any given moment on two or three other topics.

Yeesh.

Do you see why I need recipes and check lists?! I needed to schedule the ingredients and sequencing for each week’s topic. I wanted to simplify, to automate, to give my brain a break. There is just too much to track with all of those processes running, and I needed my brain capacity to also be used for a million other things in my life so it was time to document and then repeat regularly the recipe.

Now it’s all documented, and when I complete a step, I delete the step because I can. For example, on my master to-do list and the recipe for the Recipes article and podcast,: Recording, check!

It is the ingredients, sure, but also the sequencing. Sequencing is super important to understand. For example, there’s no way I can publish my article if I didn’t have it written yet! Seems so obvious. I know, but sometimes we need obvious.

Where in your day, your week, your month, your year would recipes help you?

In a recent article and podcast episode about quarterly planning, I mentioned activating my October 1 holiday planning list. Yes, I have one of those. Because we do these things over and over. Why not figure out the right way to do it, the best way to do it, the quickest way to do it, the easiest way to do it, the right ingredients and proper sequencing of steps? And once we have done it and we’re paying attention and we’ve figured out that wow, that idea really saved me time and stress, and everybody was really happy about it, Oh – let me write that down! So that awareness of what we’re doing and documenting that process, super helpful.

Leave yourself some love notes for later in the form of recipes. Through your experiences and triumphs, you have gained the knowledge and earned the wisdom. So let Wise You leave Future You some notes from later, the recipe, the ingredients and proper sequencing, and make your life so much easier going forward.

Yes, I helped my family member with the tech question. And later, when I sit sit down to work on my content calendar, I am going to appreciate the recipe that I wrote for myself and future me as I edit one article and publish another and do the things I need to do with ease, without having to scratch my head and wonder what my next steps or worry if I have forgotten something! I hope you found this helpful!

PSA: It’s Time To Organize Your Medicine Cabinet

Public Service Announcement this week!

In the past few years, I have moved away from writing and sharing specifically organizing articles and topics, but three different reminders came to me recently, and I feel like this is a great topic for this time of year. And I will be sharing a video, too, probably on my you-tube channel, as a trial run.

Let’s talk about… your medicine cabinet. Maybe your linen closet. Your kitchen cabinet. Your dresser or bedside table. What do all of these areas have in common? These are the likely places in most homes where medications, supplements, toiletries, etc., build up. And settle. And slowly expire while no one is watching.

To clarify, I am going to talk about bathroom medicine cabinets today, but also more globally about medications in general. Because not everyone stores their medications in the medicine cabinet.

In my presentations, I share the definition of clutter as “Clutter is anything you don’t need, use or love, and isn’t loving you back.” And seeking the proper reference for that quote sent me down a google rabbit hole, so if you know who said it, please tell me and I will share the proper credit!

Barbara Hemphill, considered one of the originators of the professional organizing industry, says “Clutter is Postponed Decisions”, which is also so true!

We can see that clutter is in itself annoying and troublesome. Having clutter, seeing clutter. But next level, clutter also covers up what we DO need and DO use and DO love. We need to check in on our medication and clean out our medicine cabinet, so as the weather gets colder, we can find what we need when we need it!

My three recent reminders were a conversation with an accountability partner, a client medicine cabinet project, and a reminder about Covid 19 home tests!

On my biweekly call with one of my accountability partners, she mentioned she is participating in a clutter challenge where they tackle one area a day for 5 minutes. And the recent area was the medicine cabinet!

Then… I worked with a client and spent 2.5 hours getting through and organizing her medicine cabinet, under the bathroom sink and a bathroom cabinet – three garbage bags and done!

And then, I received an email that we can again order Covid Tests free through the USPS, and I know, without even checking, that we don’t have any. I filled out the online form and my free tests are on their way. When they arrive, I will put them away in a specific place in the hall linen closet where that type of item lives.

Obviously, I am meant to talk about Medicine Cabinets, etc. this week!

Let’s get to it!

Clear Some Work Space:

Clean off the bathroom counter, reviewing all the items first and purging anything that can go.

Collect some garbage bags, a note pad or grocery list and a freezer bag or two.

Open the medicine cabinet, and take note of where things are now. As in, where do you always reach for your toothbrush, or where do you always keep the first aid items so you can find a band-aid in a flash?

Take it all out. Yes, take it all out. Wipe down all the surfaces. Yes, all the surfaces. It is likely you have not cleaned out the medicine cabinet in a while, or ever, and the surfaces could be sticky and dusty from years of neglect.

Collect All The Things:

Collect all the medication from those different areas, or tackle them individually. Your choice. But please consider the different areas as part of a larger theme, and tackle them all within a short amount of time because there is typically SO MUCH OVERLAP.

Too many spaces for storing our medications can lead to duplicates, a forest of partially used products, and items that expire before they can be fully used up. And with many storage spaces, we still can’t always find what we need when we need it!

Purge, and Take Notes of What You Purge:

Review, review, review. Pick up and look at each item. Item by item, review expiration dates, intended use, and just how it looks.

If a medication is expired, you likely need to let it go. Into the trash if it is an OTC item, and into a baggie to be dropped off at a hazardous waste collection site or event if it is a prescription medication.

And If a medication doesn’t look right, doesn’t seem like the right color, isn’t the consistency you expected – it likely needs to go, too. Better safe than sorry. Sometimes an item expires to you, too. For example, a client had bottles of Infant Tylenol and teething gel, and her “baby” is 6 years old.

Make a note of what you purge. If it is an item you still need to have on hand, add it to your shopping list. There are some items that you likely NEED to have on hand. Cooler weather is coming, and with it, a higher possibility of illness.

Location and Containers Matter:

Once you have reviewed your items, it is time to put them away. Consider how and where you want to put things back. Consider who is using the medications, or if the medications need to be kept out of the reach of children or pets.

Keep in mind, too, that often medicine cabinet shelves are adjustable. On the recent client project, I took out one shelf and adjusted the other shelf to better accommodate tall items that she was struggling to store. I have a very short shelf in my medicine cabinet for combs and toothbrushes, which leaves more room on other shelves for taller things.

Another idea, years ago I worked with a client who was a nurse and suggested she sort her medicine in her cabinet into two baskets, one for chronic issues like daily medications and supplements, and one for acute issues like “I have a cold, I have an upset stomach”. This idea resonated with her, and we put the daily basket on the lower shelf because it was easier to access and right at eye level!

As you assign a home for your medications and supplements, please consider that warm damp areas are THE WORST place to keep your medications and supplements. Extreme heat or damp can negatively impact the quality and efficacy of a medication. And bathrooms and kitchens tend to be warm and damp. If you need to store medications or supplements in the bathroom or kitchen, make sure they are out of direct sunlight and away from heat sources like your stovetop or oven.

I rarely tell people to buy containers, but medication needs to be easily identified, within code, readily accessible and within reach. With these qualifications in mind, we can see that medications and supplements can benefit from storage in specific containers. I love these containers, clear storage containers, for storing and accessing medications. Measure your space and order accordingly. My favorite source is Amazon, but you can find similar items at your big box home good stores or The Container Store.

I am sorry to say: wicker is gross, at least for medications and toiletries. It harbors dust and moisture. Wicker doesn’t contain leaks, wicker baskets are typically not a standard size and they are impossible to deep clean. Please consider clear containers for storage.

Next steps!

Now, how to responsibly dispose of medications that you need to part with? Over the counter medications are typically safe to put in the trash. DO NOT flush any medications as they should NOT be in our water supply.

October 26, 2024 is a National Take Back Day. National Take Back Days happen in April and October, and are national initiatives to help the public properly and safely dispose of unused and unwanted medications. Check out the DEA website or google Take Back Day October 2024 for locations and events in your community. In addition, many municipalities have permanent drop-off containers for every day. For example, I can drop off unwanted prescription medications at my local police department.

The other important next step is to re-stock any medications that you needed to purge, so that you have the items on hand when you need them. You know you and your household the best, but there are also some medications that we are all recommended to have in hand, such as an antihistamine for allergic reactions, acetaminophen (Tylenol) or ibuprofen (Advil) for fevers, etc. Check out this article from the Cleveland Clinic for recommendations, including the above suggestions and also cold and flu remedies, gastrointestinal relief and first aid supplies, etc., or google the question for yourself.

This is a great project to work on, in general, as it improves your health and also saves money by helping you focus on what you have and what you need and purging the rest. And who doesn’t like clearer spaces in your bathroom or kitchen?! Give it a try!

College First-Aid Kit and Skills To Go With It

I’m writing this with two specific young adults in mind. And all of our our college students. And, well, the rest of us, too.

I had a conversation recently with a friend regarding the difference between “health and wellness” and “medical” issues. Sometime when I am working on paper management with clients, they lump articles regarding yoga with their lab results from a year ago into the same file and category. And while both are important to overall wellness, they really should be considered two different areas.

Let’s start out talking about Wellness. The best strategies for overall wellness, for all of us, are to eat well, exercise, stay hydrated and get adequate sleep.

In addition to managing their wellness, however, some college students have chronic health challenges that they also manage while in college that require daily monitoring and medication. Diabetes, ADHD, depression, anxiety and seizures are just a few. The habits around managing these challenges should be discussed and supported with your student.

Examples of physical support for chronic challenges might be a special dorm refrigerator to keep insulin refrigerated, local pharmacies or mail order pharmacies to maintain medication supplies, and providing a portable safe for the dorm room to protect medications.

Supports around habits and routines can look like timers and alarms to remind a student to take their medications, informing the university of chronic challenges, and establishing supportive parental protocols and troubleshooting solutions with your student to common problems before they head off to campus.

And, then there are minor (we hope) emergencies and illnesses that pop up for all of us, so please consider sending your student to college with a First Aid Kit. Since this might be the first time that your teen has been away from home, a good kit full of supplies is a great going back to school gift. Pack the basics, plus information on how to use the supplies and when to see someone at the campus health center.

What to Pack

First, figure out what it is you need to pack. Start with the basics for if your student has a cut, scrape or minor burn. Consider packing:

  • Adhesive bandages in all sizes.
  • Non-stick gauze – To cover larger wounds.
  • Adhesive tape – To help secure the gauze.
  • Antibiotic ointment – To prevent infections in a wound or minor burn.
  • Teach wound care basics, too: wash it, dry it, keep it dry. Alcohol stings and peroxide does not. And discuss when to seek medical attention (like if it continues to bleed, or the wound looks red and sore afterwards).

For sprains, strains and other similar injuries consider packing:

  • Elastic bandage – To wrap and provide compression for sprains and strains.
  • Ice pack – For when an injury first occurs.
  • Warm pack or heating pad – For bringing warmth and blood flow to an older injury.

When you need medication for a headache or heartburn, it’s nice to have some over-the-counter medications on hand and avoid a trip to the store. Pack:

  • Acetaminophen – Great for headaches and other aches and pains. Advise your college student not to use acetaminophen if he or she is going to be drinking alcohol. The combination of the two can cause liver damage. Alcohol and acetaminophen taken within a few hours of each other is a significant problem, but regular alcohol drinkers should avoid acetaminophen at any time.
  • Ibuprofen – Also great for headaches and particularly for pain from inflammation or swelling. Be aware that ibuprofen can be irritating to the stomach, so it’s still important for your college student to avoid alcohol when using this medication.
    • And, discuss when to use Acetaminophen and when to use Ibuprofen.
  • Antacids – With all of the new foods your teen will be experiencing, these are nice to have on hand.
  • Diphenhydramine (Benadryl) – Whether it’s an itchy bug bite or a stuffy nose from a friend’s dog, diphenhydramine is great for allergies of many kinds.
  • Other OTC allergy medication or cold medicine – some make us sleepy, some rev up our hearts. Read the instructions and be aware of what you taking.
  • Cough drops/sore throat lozenges – For minor throat pain, these can be great to soothe the irritation and scratchy feeling in the throat. (Honey has also been shown to calm a cough – but that might be messy in a first aid kit!)

Some other tools are great to have in a first aid kit. Think about packing:

  • Tweezers – From removing ticks to removing splinters, tweezers are essential in a first aid kit.
  • Thermometer – Your student might feel hot, but is it a fever? He or she won’t know without a thermometer. Get a regular oral digital thermometer, and make sure your teen knows how to use it.
  • Eye wash – If your teen gets something in his or her eye, like a chemical, dust or even irritating vapors, an eye wash is great to have on hand. Plain water can be used, but an eye wash is a nice extra. If eye wash is needed, though, a 911 call or trip to the emergency room is a good idea, or at least a follow-up visit to campus health services.

What to Pack It In

Now it is time to figure out what you will pack the supplies in. Any durable plastic box with a lid will do. Camping supply stores will often carry water-proof boxes that are used for camping. They are very sturdy and have a rubber gasket that will seal out any moisture. Because many first aid supplies can be ruined by water, these boxes are ideal. A clear box is also a good idea because it allows anyone to figure out what is in the box at a glance, in case of an emergency.

Don’t Forget a Few Extras

It is a great idea to include a card in the first aid kit that provides some basic health information about your student in the case of an emergency. Also, add the telephone numbers that your child might need. Information to include:

  • Insurance card – your student should carry this with them in their wallet all the time.
  • Telephone number for your child’s personal physician.
  • Campus health’s telephone number – When your teen has a fever, most times it isn’t practical to run home for care. Campus health has providers that specialize in college health and can manage many common illnesses.
  • Telephone number for your student’s health insurance – What doctor or specialist can your teen see when at school? Does your student need preauthorization for a medical procedure that is needed? Call the customer care telephone line and find out what the insurance will or will not cover.

College students should also have a few other things in the first aid kit or with them at school.

  • If your student has a chronic medical condition (seizures, diabetes, etc), he or she should have a medical alert bracelet or necklace. (There are even medical alert tattoos and thankfully that can’t be misplaced!)
  • Any personal medical information should be included on a card in your teen’s wallet and in the first aid box.
    • Personal medical information includes blood type, allergies to medicine, allergies to food or anything else that causes a severe reaction, physician’s name and office information, any medical conditions, medications taken on a regular basis, and emergency contact information (your name and any telephone numbers you could be reached at).

Packing up a few first aid essentials is a great gift for your teen. It’s also a reminder to always stay safe and a lesson in how to take care of problems while away from home. All that in one kit!

Packing Personality: Days Ahead or Last Minute?

There are many ways that people pack for trips or adventures or vacations. If you have ever traveled with at least one other person, you likely know there are options, and also that your ways are not necessarily other people’s ways.

Some folks pack weeks in advance, to make sure all the bases are covered. Some folks pack hours or even moments before they head out the door. Some of us are somewhere in between.

Some of us pack only the essentials and end up with just enough (we hope), and some of us like to pack extra because we like options.

Some of us pack meticulously with color coded packing cubes, check lists, shoe bags and a schedule per day. And for some, we’re lucky we have a matched pair of socks and a toothbrush.

Any of these ways can work for us, I am not here to judge as to which strategy you may choose to use.

Unless, of course, what you’re doing isn’t working for you.

I was chatting with a friend last week, and she shared that she never knew what she would find when she gets to her destination and opens her suitcase. She reports a major disconnect for her between the packing process and the actual traveling she does. Another friend says that the person who packs doesn’t always think of the person who is traveling (yet they are the same person!).

I personally use a blend of styles – there are some things that are always packed, or that I can set aside days before we leave. And there are some things that go in the suitcase in the last 5 minutes before we head out the door. That works for me.

Let’s face it, travel can sometimes be stressful. Even more troublesome is when we let the potential stress of packing and prep keep us from ever traveling or saying yes to adventures.

So, let’s explore options to make your packing work for you, regardless of your packing personality!

Let’s step a few steps back from the packing process to get started: Make sure you own the right clothes, and if you don’t, factor in shopping time. There are times when clients don’t own a swim suit or sturdy hiking shoes or an appropriate rain coat for an upcoming trip. We don’t need to ask why. But we do need to look ahead while planning, and make sure we aren’t buying a swim suit at the airport, or hiking trails in flip flops. And that takes planning. Identify the needs for your trip, check in on what you already own and fill in the gaps at least a few weeks before you leave.

Check the weather for your destination, both current and historical, for when you plan to be there. When you check the weather app today, it may be unseasonably cool / hot, so find out what is typical for your time of year at your destination. AND, still bring a rain coat and umbrella, and / or a few layering pieces for just-in-case.

Have favorites / go-to’s: For example, years ago, when working with a client, she called her typical summer outfit The Uniform. Discussing this further, she pointed out that most of the young moms and fellow nurses that she hung out with typically daily wore a neutral or solid short or skort paired with a colorful v-neck cotton t-shirt. And as we stood in her closet, both of us wearing The Uniform at that moment, I realized she was so right! What are your favorites? What is your Uniform?! Yep, pack that.

Use a packing list, if you’d like, and you can use that as a re-packing list, too, if that would help. When my kids were small, we had a little poster with pictures on it to help them pack. First, all ensembles were rolled up together because it makes life easier and takes up less space. On the poster were pictures of shorts / shirt / underwear / socks per day, with a couple of extras because things get spilled. One nice outfit for church, swim stuff, PJs, one hoodie, shoes. Guess what? This formula still works, even for grownups.

Relatedly, Pack With A Color Scheme: I was looking at a friend’s family photo taken at a Fourth of July family reunion. There were probably 50 or 60 people in the photo. Not everyone matched each other exactly, but everyone had on khaki bottoms and a red, white or blue top. Imagine for yourself what a color scheme would look like, and pack within in that color scheme so everything in your bag matches everything else. My favorite neutral is navy blue, so especially when I pack, I stick with clothes, shoes, etc., that work with navy.

Some final words about clothes – Your Clothes Are Not The Most Interesting Thing About You. I hope. Meaning, pack what you need to make your trip run smoothly, and cut yourself some slack. Similarly, remind yourself that most people you see while you are on vacation, other than the folks you are traveling with, don’t know you and will never see you again. So, to repeat, pack what you need to make your trip run smoothly, and cut yourself some slack.

Here are some of my favorite NOT- CLOTHES packing tips:

Have some things pre-packed / always packed like your toiletry bag, charger bag or cosmetics. A client asked me last week what type of travel bag I use for my cosmetics. I am not a complicated person, so the same small bag that holds my entire collection of cosmetics that lives in my medicine cabinet at home is the bag that goes with me as well, so it’s always ready to go. In addition, I always keep my travel toiletry bag stocked and ready to go. In addition, the charger bag for all of our tech is always packed and in my go-bag for work, so I just need to move it over to our travel bags when we travel.

Take everything out of your wallet and make a copy of both sides of each card, and your passport if you are traveling abroad. Leave the copies and your itinerary with your house-sitter, an adult child, a good friend or in an easy-to-find place at home, in case you have to call home for information.

Assign a home in your bags for your most important items; money, passports, car keys, cell phones and medications (e.g. always the same backpack pocket or the top left inside corner of your suitcase, etc.). You and your travel companions should know where these vital items are at all times.

If you’re traveling by car this summer, keep swimsuits and towels in a separate, ventilated and easy to reach bag, so everyone can get to the pool or lake quickly, and suits and towels have a better chance to dry fully between swims.

I hope these ideas help you out with packing for your next adventures!

The Daily List Right In Front Of Me

I worked with a new client recently. It was truly a pleasure to meet and work with them. It is great to meet someone who, like many of us, is already on this journey to more intention, more productivity, to figuring out what it is they want to accomplish today and also in life. And who is ready to try different tools to help them do that.

Maybe you have the exact perfect tools to help you do exactly what you want to do, and that’s awesome. Good for you. I love that for you.

I’m there, too, but I’m also always looking for new ideas because I try them out for myself and collect those ideas and share them with all of you, my community.

I worked with two productivity coaching clients this week in their work spaces.

One client realized for themselves in the last month that a daily to-do list could help them get more done, so they are exploring a daily list. This person is a graphic designer, and they created their own visually appealing daily one-page. The list is not too structured. There were check boxes and empty lines so they could write their lists of tasks and projects and intentions and make it completely different for themselves every day, depending on what their day held.

Their process includes printing tomorrow’s form today and taking a few minutes to jot down tomorrow’s plan as they wrap up today. Doing this ahead of time means they are more likely to capture tasks they want to complete first thing in the morning, or perhaps there are timed events on the calendar already that they want to remember, like “8 am, take kids to school”, “10 am, Zoom call with potential client”, “Noon, physically create that product or buy supplies, etc.”

For this client, they also add personal stuff, like take a shower, start some laundry, stop at the grocery, make dinner. You know, the things that we have to do in life.

The other client I worked on the Daily List with is further along in her business and her productivity coaching journey. She has consistent, well established and supportive routines around most of her personal tasks, so her Daily List is specifically for business related items. Many of these items are hosted on digital to-do lists, too, or shared with her assistant, but this client really values this Daily List “in [her] face ALL THE TIME” to keep her on track. (I know she is a listener, so she’s going to know I am talking about her).

And this client and I have worked together over time. She is an established business owner and has figured out more processes and systems. Her personal tasks and routines happen consistently, so her Daily List is for items like: team management and helping the team members to thrive; strategic planning and big picture planning for the company; working with her assistant to plan the week, etc.

When I was first starting my business 21 years ago, I had a wonderful mentor who was already an established professional organizer, Pamela. She shared with me then her daily one-page planning sheet, with areas for calls to make, personal metrics like exercise and water consumption, appointments, tasks, etc. I used a similar form for many years. Now, I use digital tools and reminders, but a good list in my bullet journal – in front of my face – is sometimes what is required for me to get things done on a busy day!

What do all of these people and strategies have in common?

  • Many of us benefit from having visual and tangible reminders in front of our faces!
  • We recognize the value of carving out time today to plan for tomorrow.
  • We make sure to check in with today’s list multiple times a day to keep us on track.

I want to dive a little deeper into a few more important characteristics of the Daily List that will help you succeed.

Realistic Time Estimates.

With one of the recent clients, we discussed realistic time estimates.

I know I have spoken about realistic time estimates in other podcast episodes and articles. It is very important to identify just how long regular tasks take. For example, I believe I take quick showers in the morning. With this article on my mind this morning, I decided to actually time my shower. And if “quick showers” means 5 minutes or so… well, it turns out I DO NOT take quick showers. Or, I take two quick showers, meaning this morning’s shower was more like 10-12 minutes.

Please don’t judge.

But this is useful information. I can use it to form my plan for my day. If someone says “Let’s go do that thing” I can say that realistically, it will take me 20 -30 minutes to get ready, instead of my optimistic (and incorrect) belief that it will take me 10 minutes.

That is just one very simple example. We all have beliefs around how long we think tasks take. Or commutes. Or cooking a meal. But if we don’t factor in the rest of the steps, or if we aren’t aware of how long things really take, we are setting ourselves up to fail.

Time Cushion and Rest.

Another characteristic of a successful Daily List is factoring in rest or at least a time cushion.

I stumble on this one all the time. The Daily List needs to have extra time factored in for transition time, or nature breaks or lunch or even a moment to step outside and breathe some fresh air. There is always more work to be done, but I will get back to it happier and more refreshed if I factor in a little extra time for rest or delays or flexibility.

Identify Routine tasks.

My clients and I also talked this week about our different types of tasks from day to day.

If you like a detailed list, there are economies we can achieve with topping our list with the 5-10 tasks we need to accomplish every day to just survive, aka. our daily routine. “Take shower, brush teeth, work out, take vitamins, eat breakfast, pack lunch”. Perhaps “make bed, start laundry, walk dog”. Basics. But for some of us, we like to cross these tasks off the list, as well, just like the work specific, family specific or other responsibilities. However, we don’t likely need to rewrite them every day. We can park them at the top of the list because they are different than our daily work today.

Priorities.

And once we have figured out how to manage those routine tasks, let’s look at prioritizing the rest of the items on the Daily List.

Maybe it’s just me, but I usually have more on my list than I can possibly get done in a day.

Again, asking you not to judge, here. I know this AND it still happens. So it is very important that at the start of every day, I review the list and determine what can feasibly happen in the time I have today, and then I put the tasks in order of importance and urgency. “Launching my new website” is super important, but will take many more hours than I have today AND no one but me is waiting for that task’s completion. Following up with clients, moving more urgent projects along, taking care of tasks that other people are relying on me to complete so they can do their work – yes, those will end up at the top of today’s list, along with realistic time estimates as to how long I expect the tasks to take.

So, to recap, perhaps you would benefit from a Daily List IN FRONT OF YOU every day. Perhaps it’s paper, perhaps it is digital. You do you. But there are characteristics that will make the Daily List and the process successful:

  • Planning ahead, like the day before, to wrap up today and look at tomorrow.
  • Checking in on the Daily List regularly.
  • Realistic Time Estimates for our regular tasks.
  • Factoring in time cushion and rest.
  • Recognizing the difference between routine tasks and the rest of your Daily List.
  • Prioritized tasks, so that the most important work gets done.

Hope this helps!

“Better than Expected”.

How should I take this statement? “This was better than I expected.”

I feel like I need to talk about this. And I just have to laugh. I had two in-person clients recently who were new to me and to the organizing process. I met a new client this week who is an amazing person. My clients are so cool. I get to meet such great people. This new client is a good human being doing such good things.

I also worked with a new client last week, that particular client is the daughter of an existing client and wanted me to help her with a project.

Two different clients, two different days, two completely different projects. And they both said “This was better than I expected.”

This week’s client had questions about productivity, time management and routines. That is my jam. I love that.

Last week’s client needed in-person organizing of things. She needed help with closets and organizing, with getting her closet organized around her new job and getting ready in the morning in professional clothes. Routines, too, but mostly the physical structure around getting her clothes organized. That was awesome. Such a satisfying project.

And, as I always do, I checked in with my clients as our appointments progressed. We check in around the agenda for the day, the scope of work, their expectations and how they feel we are doing.

Each of them said “Wow, this is not what I expected at all.”

Obviously, my next question always then is,

“Okay, well, is that good or bad?” and then

“What were your expectations, that this is not what you expected?”,

Yes, I do have questions ready to ask when my clients tell me these things, because they are not the first to say it nor will they be the last. Thankfully, they said, and most do, “No, in a good way, as in ‘This is going much better than I expected.'”

Thank goodness.

They meant: it was going well, they were excited about the process and they were really happy with the work that we had accomplished.

I want to acknowledge that even though apparently they were expecting the process to be rough, they still were willing to take the leap and make the appointment. I want to appreciate that they were brave and that even though they thought it might be hard, they were still committed enough to making change and to the process that they wanted to do it anyway. That is major. They could have just not wanted to do that but they stuck with it. I really respect that they were willing to make that happen even though that apparently they thought it was going to be torture.

I would like to dispel some myths around working with a professional organizer or organizational coach.

Myth #1, I will come in and take over the plan.

I will not, I promise. I tell my organizing and coaching clients, “the agenda is your agenda”. The agenda for our appointments is created by my client with my input around what my clients want to create, what my clients want to see happen. The agenda is your agenda.

For example, let’s imagine that you call me and say, “I want to get organized. I want to organize my closets. I want to maximize the storage space in the closet that I have so that I can find the clothes that I need for getting dressed for work in the morning better.” Great. And I’m not going to come in and say, “you called me and want to work in your closet, but now that I am here, I want to organize your kitchen”.

The agenda is your agenda. Keep in mind, we can adjust the agenda if you’d like, but that is also up to you. Sometimes when we’re making good progress, you may say “I’d like to pause this project and get your opinion on these other two spaces in my house before you go.” And we can do that. But you are still creating the agenda. I’m not there to make you do anything you don’t want to do.

Myth #1.5, If you are unclear on your goals, I am going to tell you what to do.

I see this as related to the first myth, and I assure you, we can figure this out together, too.

Perhaps you know you want to get organized, but you don’t know where to start or which projects are most important, etc. And we can figure out that together, too.

Myth #2, You will be judged or shamed for any disorganization.

No, you will not. I promise you. You are awesome. You have many strengths and skills. And I am betting you are more organized than you think. Most of my clients are more organized than they realize.

And if you’re not, that’s ok, too. I am organized, and I am here to help. I’ve heard from many of my clients over the years that they have been shamed or judged for being disorganized. Hear me now, I’m not going to shame you and neither should any other organizer or coach. There is no shame, there’s no judgment. I don’t expect everyone’s space to be organized. If it were, why would you need an organizer?!

What does happen is active listening, which is not judgment. If you’re calling an organizer or a coach, you are hoping to change your situation or environment. That is not judging, that is hearing what you’re saying. And that how your situation currently is not how you want it to be. That you want it to be different, and we work together to make it different. I can help you, and I have dozens of ideas to help. I’m not going to shame you, there is no judgment. I’m not going to yell, shake my finger or turn around and walk away.

Myth #3, “I’m so overwhelmed, I don’t know where to start.”

Well, this might not be a myth, you really might be overwhelmed. But I am not. And I will help us figure out where to start.

Myth #4: “You’re going to make me get rid of everything.”

I hear this one ALL THE TIME. At organizing appointments, at presentations – ALL THE TIME.

My goal is not to make you get rid of things. That may be an outcome, but that is not the broad goal.

Very often the “getting organized” conversation requires that we change things, right? If the current situation isn’t working, then yes, we need to change.

And, at times, that means we have to purge things completely from our home. And sometimes it means our things need to go elsewhere in our home.

For example, last week when I was working with my client on her closet, I didn’t make her get rid of anything. She had already decided that a few things didn’t work for her anymore, style wise, and we set those aside to donate. But for the majority of our time together, we discussed that with the limited space she had for her current clothes, she could separate her clothes by seasons and put the wintry clothes into storage until Fall. She didn’t get rid of it, we just stored it differently.

There were also some seasonal items like Halloween costumes and Christmas pajamas, so we put those away until Fall, too. The few items that left were her idea. Sometimes purging is part of the solution and sometime it is not, and that will be up to you.

Not a Myth, #5: I understand that calling an organizer or a coach is a leap of faith. To let a stranger into your home and your life is a really big deal. I, and any good organizer or coach, is going to go to great lengths to make you comfortable. I respect your brave decision.

Not a Myth, #6: There might be homework. In coaching, there almost always is, even if it is just processing the learning we gain during our sessions. There’s no mandatory homework. There might be things that you and I agree would be really great ways to move you forward, and we can agree that you will accomplish them, for example, in the two weeks before our next appointment so that we can keep making progress. But that is agreed upon, mutually respectfully. Logically, in terms of what you want to accomplish in the timeframe in which you want to accomplish it. Back to the beginning, “the agenda is your agenda”, right?

To recap,

Whatever it is people expect to have happen, more often than not, I hear a “Wow, that went way better” or “that was more fun that I expected” or “this was the first time someone didn’t yell at me about organizing” or “we got so much done in our time together!”.

Thankfully, that’s what I get more than anything is that the session went way differently, but way better than I had expected.

Please ask questions. Let me know what your preconceived notions are so we can talk about them. If you have fears of any kind, reach out and we can talk them through. Don’t let fear of the unknown keep you from taking the leap and making your life better. Organizing and organizational coaching isn’t painful. It is work, to do and be and get better, but it will most likely go better than expected!

May Asks A Lot Of Us

Tell me if it’s just me, because hey – maybe it is. But the month of May asks a lot of us, doesn’t it?

May has a crazy-busy event schedule. I don’t happen to have anybody graduating from anything this year, or any other major life events for my sons this year.  I understand, though, for those who do! We were reflecting over the weekend that two years ago this week, in a 9 day span, the Klimczak household had an engagement in Michigan, a college graduation in Indiana and a high school graduation in Illinois with all of the assorted extra events attached with those as well.  Oh, and a round of Covid, and two sons started new jobs.

May is just busy.  I was talking to an accountability partner on our bi-weekly call last week and she mentioned, aptly, that the pace is wearing on her.  Yes, I would agree.

May asks a lot of us. Even just the typical stuff.

My body clock is shifting from hibernation mode to active mode.  It’s brighter earlier and energy has returned. If anybody has seasonal affective disorder, you know what I mean.

Brightness has returned. We are up earlier and out later in the evening because it’s still daylight.  The biological shift to be out and about and do more things is a real thing.

Days are longer, temperatures are warmer. I planted a container garden so I need to switch my habits this time of year to factor in watering my plants every day.

I also shifted my routine to add daily walking into the schedule first thing since it’s bright earlier.

Energy shifts. Routines shift.

Last week, while I was starting to work on this content, I was driving to pick up my college student son from campus to move him home until August.  I was saying to a friend that even though it is only 56 degrees and cloudy today, it is the beginning of our summer.

It is that shift to summer for us because John moved home and this is his summer break. Like I said, it might not look like summer, but it’s our summer because John is home for summer break and the household and routines shift.

And there is the end-of-the-year school year extravaganzas. I had the opportunity to address the National Junior Honor Society induction ceremony at Central Middle School last week. What a great group of kids. I’m telling you, all those parents and all those kids should be so proud.  End of the school year concerts, graduations, ceremonies. And then the weddings, graduation parties, etc.

Yes, the schedule is revving up. We have a wedding in our family the end of May in Baltimore, and that is a really big deal!

May is often a month of transitions, so it doesn’t surprise me that historically May is “Revise your Work Schedule” Month. 

We change our schedule for biological reasons, in response to the seasons and shifts in daylight. We change our schedules around our different roles in our lives.

I don’t have children in elementary school or high school anymore. But because of my board of education work, I am still attached to the academic schedule. Our last day of classes is the first week in June.

So, let’s take a look at how to manage all of this.

The first step is the awareness that it’s happening. Awareness that it’s “That Time of Year”. Awareness that, thankfully, things are also wrapping up at the same times that other things are getting started. When my kids were younger, we would add in Spring and Summer sports to the calendar and then school year responsibilities would slowly taper off.  Maybe you have responsibilities that only happen in the winter. Many groups and meetings take summer breaks. My choir at church breaks for the summer. Responsibilities shift, and in some ways, the load is lightened, which is nice.

Awareness. Awareness. Awareness. Identify if it’s happening, and that it is happening to you. Take this as an opportunity to make changes if you’d like. 

Since culturally and biologically things are shifting anyway, you could also take advantage of this as an opportunity to choose to make some shifts for yourself. And so how do we do that? How do we make those shifts?

Start with awareness.

In my call last week with my accountability partner, she mentioned that writing up the report for our call helped her review what she had accomplished in the last two weeks and also what she hopes to accomplish in the next two weeks. That is how our sessions work.

Our accountability calls was a good way for her to get her thoughts out of her brain and on to paper (or in an email) where she could put them in order for herself.

I mentioned the same to her, that the wall full of post-it notes that had been next to me, as a product of a very professional busy couple of last couple of weeks, have been taken down as the tasks have been completed, and the wall is now clear.

As I said, awareness that it’s happening. And what to do about it.

Grab a calendar, paper or digital.  In my accountability call, I stated I would pull out a paper calendar so I can visualize the next three months. I will map out when we travel in the next three months. For the wedding, for a week in Michigan, taking my son back to college, concerts and other scheduled events. Putting the big boulders on the calendar and making sure that the big stuff gets taken care of helps us determine what we else we can say yes to and what we can’t.

Also, grabbing that calendar and the to do list and getting all of the ideas out of our brains and into a usable form really helps. Yes, now is the time. So I’m saying that out loud for you and for me.

Then look at the tasks attached to transitions.  I spoke to graduating 8th graders and their parents, right? They are heading off to high school in a few short months, and these kinds of transitions have other tasks and steps attached to them.  The book list – perhaps summer reading? The supply list. What do we need, clothing-wise? Sports physicals and Fall sports training that starts on August 1?  What do we need to do to start to embrace the new calendar or schedule? What are the things that we can do now to get us better ready for that transition in the fall? Plotting those on the calendar is super important.

These are all important things to think about, and they’re kind of the next natural progression of these major lifestyle shifts now.

We should be busy enjoying the successful ends of some things, but remembering that with the ending of one thing often comes the beginning of something else.

My son moved home for the summer after a really great semester, but in August he will move into an apartment and we will need to do some planning now for that then. We have to start looking at what does he need to be more independent when he moves into his apartment in August. And that is not a question to ask in August. That’s a question to ask now, or as soon as possible.

At least when your mom’s an organizer, I guess it is. Just some things to think about!

To recap:

  • Be aware that transitions are happening.
  • Make some decisions for yourself about how you want things to go.
  • Grab a calendar and look forward to the next 3 months-ish.
  • Grab that to-do list and make some notes and plans to make the transitions go more smoothly, and also to set yourself up to succeed when transitions come again.

I’m wishing you a great May, a great start of summer.

I hope you take time to celebrate events and milestones, that you take time to plan some relaxing times for the next few months.  Transitions are inevitable, but how can we embrace them and act on them and take an active and intentional hand in crafting them so they don’t just happen to us. They are things that we make happen in the way that we want to make them happen. And I hope that with a little planning now, you can embrace the transitions and the adjusted schedule for summer with as much ease and joy as possible.

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.

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.

Meal Planning: What Is Healthy? And What Are Your Goals?

Today’s topic has been on my list for a few months now, and I am ready to share!  Over the last year, I have shifted to more coaching and less-in-person organizing, and that shift will continue. AND, not surprisingly, meal planning is still a hot topic for my clients and presentations.  Because, well, we all eat.

As I sat down to write this content, I had just finished wrapping up the dinner dishes. Two hours or so before that, in about an hour, my husband and I had assembled and cooked three separate dinners, ate one (with leftovers) and put the rest in the fridge for the next few days.

How?  Why?  And why am I telling you this?  Well, let me tell you a story!

Last summer, I rebooted my “An Organized Kitchen” presentation.  I had many speaking requests last summer for “An Organized Kitchen” and Meal Planning content and I thought it was time for a refresh.

I don’t remember a time when we didn’t meal plan. Much of my past content about meal planning is from the view-point of cooking with and for kids and my family, which is all really good content! But as I spend more time coaching my clients and thinking things through for myself, I recognize that what we eat, how we eat it, how it gets to our dinner plates – all of these impact our days and weeks and life!

I could be surprised by how many of my coaching clients want to be more productive… and eat better.  Or that want to find that next new job or career … and have better habits around eating a healthy breakfast. Or, are facing lifestyle shifts and changes, and realize that eating healthier and finding time to exercise would go far in helping them face their challenges.

I could be surprised, but I am not.

Nutrition is a building block for many other things, it is part of the foundation of our life, and we want it to be a strong foundation.

I follow personal development influencers, and a quote from Brendon Burchard comes to mind. I’m paraphrasing, but the idea was that we can start to make positive change in our lives by being intentional about what we eat. We have to eat, right? It is something we already do. While adding in an hour work-out every day 7 days a week may seem daunting, making adjustments on what we do every day anyway seems less intimidating.

In my newly re-booted Meal Planning content, we start with two questions.

  • “What does healthy mean to you?” and
  • “What are your Meal planning goals?”

There are SO MANY ideas on what healthy eating means.  Low carb, no carb, gluten free, keto, paleo, vegan, lo-cal, high volume, sustainable eco foods, plant based, intermittent fasting.

But my question to You is “What Does Healthy Mean To You?”  Because if you tell me you want to eat healthy, that can be something vastly different than what I consider healthy.  And since I am NOT a nutritionist, I would suggest you figure that out for yourself as you figure out meal planning.  Because there are SO MANY IDEAS AND OPINIONS out there, if you don’t have a way to focus in and narrow down your options, you are going to be overwhelmed before you even begin.

The second question then, is “What are your Meal Planning goals?”

Yes, goals.  Did you know you can have meal planning goals?  Meal Planning goals might be…

  • Save money. Or waste less food. (It’s estimated that the average American wastes 216 pounds of food a year. And an average family of 4 throws away $1600 in produce a year. (per rts.com))
  • Save time, have less hassle.
  • Teach yourself and your family how to cook.
  • Establish healthy habits and / or support. Or, most likely,
  • Some combination of these and others!

Just this week, two different clients reported wanting to make positive changes including meal planning. One was seeking a plan that would let her adhere to an subscription menu and eating plan that she receives via email every week on her own schedule.

For another, she works full time and wants to meal plan better for having lunches and dinners for the whole work week.

One of my sons moved back into theatre housing in Indiana last week since rehearsals start tomorrow. He stopped by and mentioned that he had spent time meal prepping after he unpacked his stuff.  I asked him those questions – What is Healthy ? And What are your goals?

For the What Is Healthy answer, he is aiming for 30 grams of protein per meal, and more home-cooked foods. His goal is to have nutritious food made ahead of time so he can pack his lunches to take to work / rehearsals, and also not have to cook when he gets home if he’s tired.  Brilliant.

My personal example: As we entered 2024, I realized that January was going to be very busy (and it was). I am not going to report out on what specifically I consider healthy eating because that is not really the point. I will say, though, that I want home cooked food, to eat well, to save time and money and minimize stress, and to not rely on take-out. And to meet those goals, my strategy was and continues to be to cook two nights a week, most likely Friday and Sunday, and make multiple meals on cooking nights to carry us through until the next cooking night.

The evening I described when I started is an example of supporting my meal planning goals.

I was home that afternoon and evening, which doesn’t always happen.  And since I knew that morning that I would have a little more time at home that evening, I pulled from the freezer some ground turkey and Polish sausage to thaw. At dinner time, we diced many green peppers, an onion and a few potatoes, browned some ground turkey, and using what we had in the fridge (left over rice plus staples) and freezer (already browned ground beef), assembled Inside Out Stuffed Pepper casserole, Egg Roll in a Bowl (a new recipe, and so delish!), and baked Polish sausage with diced potatoes, peppers and onions.

All of these recipes store well, warm up well, and are currently waiting patiently in my fridge for future consumption. We can eat well and free up time by not having to cook or clean up for a few days.  We save time, we save money, I stress less and we still eat delicious food.  Check and check!

Next week, I will delve deeper into the how-to.

So, what’s it going to be?  What does healthy mean to you?  And what are your meal planning goals?  Keep the answers in mind, and tune in next week when we talk about how to make it all happen.