Planning for Big and Small Spring Projects

I don’t know about you, but I am feeling the stirrings of Spring!

I was recently a guest on the EP Podcast where we talked about Spring Cleaning, thanks Chris, for having me on!

When this podcast episode and article are published, it will be mid March. We will have celebrated St. Patrick’s Day, and celebrated my husband for his birthday. Happy birthday, honey.

While I live in the Chicago area and there is no telling if we’re feeling Spring-like weather the day you are hearing or reading this, the official first day of Spring is Thursday, March 20.

So, perhaps you are feeling stirrings of Spring as well!

Last week, we sat at the table and made a list of things we wanted to do or buy for Spring. Big things and little things. Big projects and little projects.

This week, I want to walk us through planning and projects. After asking a client some questions in a recent email, she said it became obvious that she needed to get organized about getting organized (I am paraphrasing). And I love that idea because it’s true. We have to do the planning and then do the work. Both are required for success! So, here are the questions I ask my clients when they tell me they want to get organized, and the questions work for Spring Projects as well!

  • What are your projects, and what is their priority order?
  • What are you willing to add in (habits) or part with (clutter, or in this case, time or money in exchange for products or services), to make these projects succeed?
  • Why are these projects important to you?
  • What is your deadline for the projects?

First, let’s look at “What are your projects, and what is their priority order?”

Which means it is time for the Clipboard Activity.

If you ever have attended one of my classes like Downsizing or Clear The Clutter, I always suggest we grab a cliboard. I talk about how everybody looks cooler holding a clipboard, how I feel more empowered when holding a clipboard. But to be honest, an actual clipboard isn’t required. The clipboard represents the planning process. Write your notes in a notebook or on your computer. Often with my clients, I will take notes on my phone or iPad, and then send them the notes in an outline form.

When we grab the clipboard, literally or figuratively, we are organizing to get organized.

I won’t suggest something I haven’t tried, so here is what the Clipboard Activity looks like in my home, identifying Big and Small Projects for Spring.

  • I am working on this artice in my living room, so first on my list, I need to wash my windows inside and out. Yikes. Rain and snow have not been kind this winter, so I will plan an hour or two next weekend and wash my windows. That’s a Spring and Fall task.
  • A bigger project, though, is replacing the couch and likely the chairs as well. I love my gorgeous green leather oversized couch. But we have had it for about 20 years now and it is looking a bit sad. It has been the best couch, but I think it’s time. And a new couch requires research, decision making about size and styles and colors and budget, and a trip to the furniture store, and then likely some waiting. And sadly the chairs are as old as the couch, and not nearly as comfortable as they once were. So those small and big projects go on the Clipboard list, and then we move on.
  • In the dining room is our thermostat, and we want to have the HVAC company out to install a new thermostat, so that is a phone call and appointment to make.
  • My dining room is always good, organizationally speaking, because there is not much to it. I need to oil the top of my dining room table to treat it, and the windows need washed, too. Two small regular maintenance projects go on the list, and then we move on.
  • In our house, geographically, next is one son’s room, but there isn’t anything we need to do in there.
  • On to the bathroom and linen closet. I need to have the plumber out because my drain is draining very slowly, so that is a phone call to make. Hopefully that doesn’t end up as a big project. The small projects on the list are replacing a set of towels that I purged last week because they were worn out, and tidying the linen closet. (I took care of that last weekend in about 10 minutes. I purged the old bath towels and took care of the bin of cold and flu medication. That bin got messed up when my son and I both had the cold and flu in February. So, I tidied that up, determined items to restock, and DONE! And I am happy again when I open that closet door.)
  • On to our bedroom. Our bedroom is pretty good. A small and regular project is switching my clothes over for Spring. Another small project / purchase is replacing my portable laptop desk which is no longer portable and is listing to one side like a drunken sailor. So that is on my list of purchases. It’s a different kind of purchase than going to the furniture store, so that goes on a different list and my company will purchase it.
  • Next is my other’s son’s bedroom, and decisions in that room are not my decisions to make, so moving on!
  • On to the Family Room and My office (same room). It’s pretty good back there. We may need to replace that couch, too. Again, it has been here for a while and has gotten a lot of wear and tear as my sons have grown up. So, more decision making and perhaps some shopping.
  • A small project in my office will be in May when I am officially done with Board of Education Work, and I will need to clear out and shred the papers I have kept over the last 8 years, and dedicate that reclaimed storage and file cabinet drawer for other things. Not a high priority item today, but it goes on the list.
  • And then finally, the kitchen. The kitchen is good, there are no large projects in there. As soon as I think that, I realize there are things I want from the grocery this week, but that is a completely different task. And today, I need to put away some serving dishes we used for a big family dinner yesterday. But, again, that’s just maintenance.
  • Another small project, already complete? I bought forks. Yes, forks. When all the dishes are clean and put away, we have a nine piece setting of flatware. 9 each of knives, 2 sizes of spoons, and 2 sizes of forks. 9 of each. Except for the big forks. We were down to 4. I have no idea what happened to them. We’ve had those for a long time, too. We tend to keep our stuff for a long time, and take good care of it, which is great. But the fork thing was bugging me EVERY DAY when I had to eat everything with a small fork. And it turns out I can buy just 4 or 6 forks in the same pattern, which is apparently very common from Oneida. Such a small and simple remedy, for $20 and about 10 minutes of my time.
  • If we head outside, we want the HVAC folks to clean the AC unit while they are here. And another large project I have in mind is new plantings in front of my house. I had the idea last Spring but never got around of doing it so my shrubs still look the same as they did for the last 15 years, only a little worse.
  • And I love to think about what to put in my container garden, but that is more of an April question.

Whew! Thanks for walking through my house with me! And the more important part is not what MY big and small projects are, it is teaching you the process for you to apply it to your own home. Grab the note-taking device and then walk from room to room and make your notes for big and small projects, and what priority level you want to assign to them.

And… next questions: What are you willing to add in ( habits) or part with (clutter, time or money in exchange for products or services), to make these projects succeed? And, Why are they important, and what is the timeline?

Again, let me walk through that with you.

We are pretty solid with our habits, so I don’t need to answer that part of the question. We can look at the “What am I willing to part with to make these projects succeed?” question though. What work am I willing to do to complete these projects? And this is typically the Resources question. Planning means assessing our resources like time and money and know-how, and supports like other people.

I am willing to do the actual physical work for most of these projects, of course. OR the mental work, if research and decision making are required.

And, all of these larger projects have been considered for at least a few months, so we have considered who our experts are (plumber, HVAC company, landscaper) and also what the budget is, at least vaguely, for the projects and purchases (couch? couches?) will likely be.

And time frame? Let’s look at the calendar.

Let’s consider how long furniture takes to arrive these days. The last time we bought furniture it was a six week time frame for delivery. But that was a very long time ago, what is typical now?

I should probably call or text my plumber today. He is awesome, and knowing him, he will offer to come and checking things out right away, but I just want to get on his schedule for the next few weeks. The HVAC company is my husband’s call to make because he knows what he wants. But again, sooner rather than later.

And I need to ask my family member about their friend who may be able to help with the landscaping. That is another text for today or this week.

And now… the doing. Planning and Doing, right? Or were you hoping I would forget about that part?

I will not. And neither can you. Planning is great, seriously, I love planning. But we also must commit to the doing. Or my windows will stay dirty, I will never have enough forks, my shower will still drain too slowly, and my shrubbery will still look sad and tired.

The doing.

I will make the calls this week and get the appointments on the calendar. We will start the conversation about couches and chairs. I will order the adjustable rolling laptop desk, and the new white bath towels. If the weather stays pleasant, I will carve out an hour or two for washing my windoews. And I will appreciate eating with a full sized fork and acknowledge the benefits that come from having an idea and then acting on it.

Happy Spring!

Even Santa Knows, Lists Can Be Naughty or Nice

The List.

I love lists.  Lists can be powerful productivity tools.  Or they can just be words on a page.  I want my lists to work for me.  So I turn my lists into Action Plans with a few simple steps.

Let’s turn that jumbled bunch of ideas into a list and then a useful, manageable Action Plan!

I worked with a client last week.  We were scheduled to work on a couple of projects, but when I arrived, she mentioned that what would really help her to feel organized was to plan for an upcoming brunch she was hosting for family.  She said she always got anxious about hosting big meals, and she really just wanted to enjoy her family this time!  Her goal was to be done and  leisurely sipping a cup of coffee 30 minute before the guests arrived.

Here is what we did:

Write it all down.   ALL OF IT.

Is your brain full?  Of thoughts and ideas and to-do’s, Oh My!

Every once in a while, I sit down and get all the thoughts and ideas and tasks out my head and down on paper.  I used to call this activity a Brain Dump, but that seemed inelegant, so my friend Jen came up with “Cranial Cleansing”.   This is a very useful activity!

Write it all down, don’t bother to edit.  Just get it all out.  And “write it all down” could also be “makes notes on your computer or smart phone or Ipad”.  I use either my Bullet Journal (by hand) or Evernote (technology) for such things!

With my client, we started with the notes she had already jotted down.  We added a lot more items, without editing, just adding them to the list!

The list included:

  • clean the house;
  • iron the napkins;
  • hang the wreath;
  • take the Christmas decoration storage bins downstairs;
  • organize the holiday storage closet;
  • make the breakfast casseroles using her mom’s special recipe;
  • set the table;
  • wash the china and wine glasses;
  • decorate the Christmas tree;
  • make the grocery list;
  • go to the grocery;
  • pick up champagne and other beverages;
  • get the table linen cleaned and pressed;
  • take back returns;
  • put appetizer trays together;
  • print up the Christmas photo and keepsake poem;
  • buy the paper to print up the photo and poem;
  • make or purchase desserts;
  • put together the salad;
  • clean the garage.

Make a Not Today or Not Now List.

A few items on my client’s list, like “Clean the Garage” and “Organize the Holiday Closet”, are good and worthwhile projects but were not necessary to the success of the Holiday Brunch.  So we put them on the “Not Right Now” list, and focused on the work in front of us!

Enlist Aid.  What can be delegated?

Fortunately, this client hires cleaning people a couple times a month, and they were scheduled for the next day.  Also, she and her husband would be home together on Saturday, and he had offered to take care of some of the errands.

Realistic Time Estimates.

This looks like a very long and overwhelming list, I know.  But when you start to break it down, most of these tasks are actually pretty short and to the point.  So we assigned time estimates to them all, so we could be more objective.

Assign a Day, sticking with your strengths.

As we worked on the list, my client mentioned she had a full day of work the next day, so we didn’t put too many tasks on that day (Friday).  Also, she likes to go to the grocery around 8 pm, as it tends to be empty that time of night.  So we worked with those details!

So, after the above steps were applied, our Action Plan looked something like this:

THURSDAY:

  • (Thursday, 10 minutes) hang the wreath
  • (Thursday, 10 minutes) take the Christmas decoration storage bins downstairs
  • (Thursday, 20 minutes) make the grocery list
  • THURSDAY ERRANDS:
    • (Thursday, 10 minutes) drop off table cloth to be pressed
    • (Thursday, 30 minutes) buy the paper to print up the photo and poem

FRIDAY:

  • (Friday, Cleaning team) clean the house
  • (Friday or Saturday, 30 minutes) print up the Christmas photo and keepsake poem
  • FRIDAY ERRAND
    • (Friday evening, 90 minutes with putting away) go to the grocery;

SATURDAY:

  • (Saturday, 45 minutes) make the breakfast casseroles using her mom’s special recipe
  • (Saturday or Sunday, 20 minutes) put appetizer trays together
  • (Any day, picked Saturday, 10 minutes) iron napkins
  • SATURDAY ERRANDS (husband will run):
    • (Saturday, 10 minutes) pick up table cloth; cleaned and pressed
    • (Saturday, 30 minutes) bakery to purchase desserts
    • (Saturday, 30 minutes) pick up champagne and other beverages

SUNDAY:

  • (Sunday morning,  20 minutes) wash the china and wine glasses
  • (Sunday morning, 15 minutes) set the table
  • (Sunday morning, 20 minutes) put together the salad

Not Now List: 

  • take back returns;
  • clean the garage
  • organize the holiday storage closet;

We spent a little time and effort at the beginning, turning jumbled thoughts into a solid, easy to follow and completely manageable action plan!  What was really great was that once we completed this process, which was quick and easy and painless, we had time to tackle some of the items on her list!

How can you apply these steps to a current project?  Give it a try!

(P.S., I texted the client this afternoon to see how the brunch went, I’ll let you know her response next week!)

To:

Receive more ideas and suggestions like these;
Book time with me in person or virtually;
Arrange a presentation for your upcoming event; or
Discover the benefits of Organizational Coaching;

Please contact me.

Call / text 708.790.1940
Online at  http://peaceofmindpo.com
www.Facebook.com/MColleenKlimczakCPO
Via Twitter, @ColleenCPO

When Reality Meets the To-Do List: It’s Time To Act!

Last week, I found myself on the phone actually agreeing to a Demolition Date for my kitchen.  

Demo Date.  That’s what it is called.

I arranged for a team of people to come in and disassemble our kitchen as we know it, so it can be reassembled with hardwood floors, new cabinets and appliances, paint and lighting.

I’m very excited about these improvements.  And terrified.  And just a wee bit overwhelmed (especially considering that now the demo date is now just hours away).

In conversation with a friend over the weekend, she mentioned that Saturday was the day “Reality meets the list”.  For a week, she had jotted down ideas, planned, imagined, strategized, categorized, prioritized, etc., but now it was time for action.

As I packed up the kitchen this afternoon, my Reality Met My List, too.  No more planning and lists and thinking.  Now it was time to open the cabinets and finish putting things in boxes and baskets for the next few weeks.

So, if you are working on projects, whether at home or at work, professionally or personally, there comes a moment when we need to implement our plan.  Commit.  Execute.  DO!

Don’t Act Too Early.  
I found myself saying “I leaped before I looked” to my son when I asked him to help me move something while my arms were full of stuff.  So, Act, but don’t Act Too Soon!

On the Other Hand…

Don’t Think Too Long.
Have you heard the term “The Paralysis of Analysis”?  We can overthink something for so long that opportunities pass or situations change before we ever get to act or travel or grow.  My Dad says “Do SOMETHING, even if it’s wrong!”.  I wouldn’t want to be wrong, but the point is to DO something.

See the paint shown to the right?  I want a dark color for the kitchen walls, but I’m a little nervous. So the best way to figure out if we will like it was to buy a sample and paint the wall.  I can wonder all I want, but to make a decision and make progress, we needed ACTION (and I like it!)!

Be Reasonable.
My to-list contains EVERYTHING I need to do, and sometimes I just use it as a dumping place for my ideas and tasks, which means the list for any given day can be ridiculously long and unrealistic.  Putting 28 hours worth of work or tasks on the list for a 24 hour period is dooming myself to failure.

Make the list, but also look at your day and week and month, and determine what you can reasonably get done.

Just Do It. Implementation is Key.
We can plan and discuss and research a topic until we are blue in the face, but without action, it remains just a topic.

And now… I need to go and pack!

To:

Receive more ideas and suggestions like these;
Book time with me in person or virtually;
Arrange a presentation for your upcoming event; or
Discover the benefits of Organizational Coaching;

Please contact me.

Call / text 708.790.1940
Online at  http://peaceofmindpo.com
www.Facebook.com/MColleenKlimczakCPO
Via Twitter, @ColleenCPO