Archive for category planning

A Bigger Game

Recently I completed some fantastic training on Energy Leadership with iPEC in New Jersey. Like most coach training, we learn techniques and concepts and then practice on each other, which opens the door for a lot of new learning, breakthroughs, and transformative thinking! A major takeaway for me from the weekend was this: It’s time for me to play a bigger game.

I have been stagnating in a few areas of my life and not stepping up to the plate with my true potential. I’ve been playing it safe, going with “good enough,” and making a lot excuses for not going bigger. I dug a comfortable little hidey hole in my complacency and fear. I have allowed certain beliefs and thoughts to hold me back.

The experience of new training and new thinking challenged me in these areas. It was really uncomfortable, and I felt a lot of resistance at first–which means that is precisely where I need to grow. Once I realized that I was playing small, it became more and more evident to me based on some feelings (and actions) I have had lately.

Now I’m completely energized and excited about the next phase of my life game.

So I hereby make this promise: I promise to play bigger. For myself, for my clients, for the world.

How will you show up for a bigger game in your life?

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Thinking Bigger: The VA Experience

Loyal blog readers may remember some time ago that I posted about the three D’s of task management: delete, defer, and delegate. Well, I’ve had some serious experience with delegating recently. I hired a virtual assistant (VA) several months ago. The different in my business, my approach to it, and my personal growth has been startling! I want to share my experiences here, partly to sing the praises of VAs and partly to show how a simple change can bring about profound learning.

Virtual assistants can do all kinds of support work for a businessperson. Without getting into too much detail, they can offer administrative support, some Web work, design, event planning, phone calls, documentation, you name it. I found my VA through a local networking group, and we signed a contract by which she provides me 4 hours of her services each month. How I ask her to use the time is up to me. So far, I have had her work on both of my Web sites (which were recently relaunched in Wordpress), design promotional flyers for and assist with some training events, optimize my profile on some business networking sites, make phone calls and perform some research, and create a PowerPoint presentation from some extremely raw text. I plan to have her help me with a newsletter, more slide presentations, and some marketing tasks in the future!

What surprised me in the process of making use of this support is how much it helped me grow! The lessons ran deeper than I could have imagined (and are still revealing themselves to me). Here are some of them.

  • I was pushed (in a good way) to let go of something and trust another person to handle it. I’ve been self-employed for 14 years, and because I’ve always had to handle everything, it’s fair to say I became a bit of a control freak. I’m so used to handling it all–it was a challenge to let something go. When I was able to do so, a lot of new, exciting opportunities for my time and energy opened up!
  • I became more engaged in my best work. Because I now have support around the details and busy-work of my company, I have more of my brain power and heart invested in the actual work–that of coaching. I no longer have to fret over details because I have a trusted person to handle them for me. I can truly focus on serving my clients.
  • I opened the door to more profitability. I was shocked when I realized that my VA could spend 1 hour on something that would take me 4 or more hours (and a lot of frustration) to get done. I can use those 4 hours to do billable work! Also, because she can support me with excellent work, I’ve accelerated my plans on a lot of my business-building ideas, which will bring more clients to me.
  • I began to see more possibilities in my business. As I was challenged to come up with tasks for my VA (she works so fast!), I started to see a lot more opportunities for myself and my business. Currently, she is developing a slide presentation for me from very raw text and images. This will be published on SlideShare and available for free to anyone who is interested. Before I met my VA, I doubt I ever would have considered this. I don’t like slides, and I don’t know how to use PowerPoint well, and it would have perpetually been put on the back burner. Now it’s happening! More creative ideas are coming to me all the time, and I’m energized to attack them.
  • I started thinking like a bigger company. Suddenly, I have “people.” I can take on bigger projects, bigger commitments because I have support in other areas. I feel more professional. I’ve widened my playing field. This has opened up even more opportunities, and I find I’m incredibly excited and engaged with my business all over again!

Obviously, I recommend a good VA if you need or want some support in your business. As you think about the cost of hiring someone, weight it against the immediate benefits of getting things done, and remember to think about the bigger picture advantages!

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The Three D’s: Delegate

There is a task management mantra that many people swear by (including me, and some of my clients). If you are feeling overwhelmed, start implementing the three D’s: delete, defer, and delegate. Write it across the top of your week or month in your planner or calendar, so you are reminded of it as you review your tasks.

I’ve used and recommended this technique for while, and it seems fairly simple, but there can be surprising depth in this simple process, so I have decided to explore it in a short series of blog posts. I’ve previously discussed the first D (delete) and the second D (defer).

The third D: delegate. If a task cannot be deleted or easily deferred until later, consider delegating it to someone else. I find this option to be a little harder than deferring, but not quite as difficult as deleting. Here’s why: delegating a task to someone else means letting go of it. Sometimes, letting go feels like relinquishing responsibility, and that can engender some guilty feelings.

Instead, look at it this way: if you delegate a task, what does that free up for you? Letting someone else do it will create more space in your planner and your life. What could you do with that time and space?

A good example: last year, I met and then hired a virtual assistant to help me with office work a few hours a month. I’m still learning to think in terms of delegating tasks to her, which is a challenge. What I have found is that when she completes a task for me, she does it in about a fourth to a half the amount of time I would take to do it. This frees me up to do higher-level billable work and creative thinking. As I tell people, she works ON my business, so I can work IN my business. Because of this, I am learning to thing bigger and my creativity is flowing, because I know she can handle the smaller details that distract me!

Some other places one can delegate (even if you don’t have underlings at work!):

  1. Hire a CPA (worth every penny)
  2. Get a cleaning service
  3. Find a virtual assistant
  4. Get a personal organizer (extremely helpful)
  5. Assign the kids more chores

What are some creative ways to delegate tasks?

The Three D’s: Defer

There is a task management mantra that many people swear by (including me, and some of my clients). If you are feeling overwhelmed, start implementing the three D’s: delete, defer, and delegate. Write it across the top of your week or month in your planner or calendar, so you are reminded of it as you review your tasks.

I’ve used and recommended this technique for while, and it seems fairly simple, but there can be surprising depth in this simple process, so I have decided to explore it in a short series of blog posts. I’ve previously discussed the first D, delete.

The second D: defer. If a task or appointment cannot be deleted, consider whether it can be deferred until later. If it can be easily moved and will significantly help you out, go for it. Reschedule it!

This choice, in my opinion, is the easiest to make. Deleting an item entirely can be difficult to do, but deferring it until later is much easier on our consciences. It’s often easier to defer than to delegate, and thus “let go” of a task we have claimed responsibility for. I think many people (myself included) defer most of our to-do list when necessary (rather than deleting or delegating).

When deferring a task, it would serve us well to defer it only briefly and only once, so it doesn’t linger until it becomes a house-on-fire-must-handle-immediately task later on down the road. It can be far too easy to get in a vicious circle of moving from one crisis to another, putting out fires on a daily (even hourly) basis. That adrenaline rush lifestyle, however, is ultimately not sustainable. After a while, we end up crashing, hard, and doing nothing at all simply as a way to recuperate. Then we are at the extremes of either doing everything all at once, or nothing at all, neither of which serves us. The truth is, we all have to find an optimal mix of important, urgent, not important, and not urgent things to fill our time.

It’s also far too easy to defer all the fun things in favor of not-so-fun things. How many times do we cancel lunch with a friend, “date night,” or goofing-off time because other things seem “more important?” When looking at your planner and deciding what to defer, think hard before deferring these items that might bring some delight (the fourth D?) into your day. It may seem super-easy to cancel that lunch date with your pal, but consider this: Do you want some levity and fellowship in the day? How important is that meeting to your friendship? Would it give you some balance?

If you defer something more than a few times, you might need to check in with yourself: Why is this task constantly deferred? Is it truly important? If it is, why haven’t I done it yet? What would it take to get it done?

The Three D’s: Delete

There is a task management mantra that many people swear by (including me, and some of my clients). If you are feeling overwhelmed, start implementing the three D’s: delete, defer, and delegate. Write it across the top of your week or month in your planner or calendar, so you are reminded of it as you review your tasks.

I’ve used and recommended this technique for while, and it seems fairly simple, but there can be surprising depth in this simple process, so I have decided to explore it in a short series of blog posts. Let’s jump right in, shall we?

The first D: delete. This is fairly obvious–get rid of those things on your calendar or to-do list that you can really do without. Sometimes it can be surprisingly difficult to make this cut. We find it much easier to defer until later, or delegate to someone else. We tend to overcommit, we like to be involved, we want to say “yes” to everything. Suddenly, our calendar can fill up with the usual assortment of appointments, get-togethers, parties, meals, and all kinds of other events. If we do a lot of business networking or are self-employed, the list of appointments and tasks gets even longer. Suddenly the days are chopped up with a lot of busy-work, and not enough real meat to the day. Ever feel like you were running around a lot, but not really accomplishing anything? I know that feeling well. It leads to burnout, where you then end up doing nothing at all just to recuperate.

“But wait,” you might be protesting, “if I put a task on my calendar or in a list, then clearly I need to do it, I must do it, and therefore I can’t possibly delete it.” How can you approach your task list with an eye for removing some items?

You can, of course, begin by asking yourself question like, “Is it truly necessary? Does it have a big/immediate payoff? What’s in it for me?” Those can help you do a preliminary cull (or figure out what to defer or delegate).

It’s more enlightening to ask yourself something like “If I say NO to this task, what does that open up for me?” and “What do I want more of in my life? What am I willing to trade off to get it?” These kind of questions work particularly well if you look at standing commitments–things you do every week or month, or even just once or twice a year.

For example, I used to volunteer regularly at my local classical music station, every time they had a call-in fundraiser. At the time, I listened to the station a lot while I was working, and I like giving my time to help out, even when it took a significant portion of my workday. After a few years, I realized I was only agreeing to volunteer because I felt bad saying “no”–even though I no longer listened to the station! I was able to decline the next request to volunteer and reclaim a bit of my schedule.

It is difficult to say “no.” However, if you have thought through your needs and desires and can say “no” from a place of wholeness and love, you will open up new possibilities for your personal growth and joy. You will allow yourself to be your best because you can choose and commit to things with intention and mindfulness.

How do you cut items from your list or planner?

You Say You Want a Resolution

The calendar year is nearly finished, with a new one looming immediately. Your thoughts might be turning to New Year’s resolutions. I’ve heard many people say, “I don’t make resolutions, since I never keep them, so then I don’t feel guilty.” Others make a lot of resolutions and then keep one or two. Some might make resolutions and then promptly forget them. And some people use the opportunity of New Year’s resolutions to make a real change in their lives.

I am a fan of resolutions! I feel that if they are made properly, with the right mindset and with an action plan, they can help a person grow. So here, without further ado, is my completely unofficial handy-dandy guide to make a resolution that you can (more likely) stick with.

1. Ditch any thoughts that begin with “I should,” “I ought to,” or “I really need to…” If you’re nagging yourself before even making the resolution, your chances of keeping it are pretty low.

2. Ask yourself: “What do I want more of in my life?” and “Where can I grow?” Asking yourself a positive question like this will lead to you being more likely to stick to a goal. Instead of just “denying” yourself something (quit smoking, stop biting your nails), commit to something positive! For instance, if you want more joy in your daily life, you might resolve to do something you really enjoy once a week, like playing golf or watching a movie in a theater. If you do want to do something like lose weight, you can put it in a positive framework, perhaps by saying, “I resolve to improve my health and wear a size 8 by end of next year.”

3. Make your resolution SMART: specific, measurable, achievable, realistic, and time-limited. If it doesn’t meet these criteria, then it’s not likely you will achieve your goal. Remember, your resolutions (like all your goals) should be something within your control! Resolving to win the lottery is useless, as that is not in your control. Resolving to buy a lottery ticket every week certainly is in your control.

4. Ask yourself the critical follow-up question: “How will I achieve this?” This is the lynchpin that can keep your goal linked to reality. A pie-in-the-sky goal like “I resolve to make a million dollars this year” doesn’t do anything for you if you don’t have a plan for achieving it. Follow up a good resolution with a plan for action! For instance, if you resolve to shave 10 points off your golf game, you might create an action plan that involves some lessons with a pro, more time at the driving range, and watching some videos to help you improve your putting.

5. Put it on paper. Write down your resolution; put action benchmarks in your planner, so you can check in throughout the year. When you write something down, it becomes more real to you. Writing something is a deliberate act, and little more mindful than just saying something out loud. You can also make a “dream board” with pictures of your achieved goals, to help motivate you.

6. Get some accountability! Got a buddy with the same resolution? Check in with each other! This works particularly well if you want to learn a new skill (take a class together, practice together) or do something like lose weight (gym buddies) or stop smoking (support group).

Always remember, you don’t have to wait until January 1 to get started on a new resolution. There are new years starting every day! Some notable new years include Chinese New Year (lunar new year), which is on February 14, 2010; several cultures celebrate new year on the vernal equinox. There is also Rosh Hashanah (Jewish new year), Samhain (Celtic new year), and of course, your own birthday.

Anyone want to share their resolutions in the comments? I’m always intrigued! In the interest of full disclosure, I’ll share three of mine.

1. I resolve to work hard on my business so that my average monthly income doubles.

2. I resolve to work on and complete at least one monk’s cloth embroidery project.

3. I resolve to cook a real meal every other week (husband agreed to do the same!).

>Speaking Skills: Planning (part 4)

>Part 5 of “Professionally Speaking: Six Keys to Better Presentations,” is the continuation of the second key: Planning. In this entry: Scripting.

Once you have done your research, you may choose to start scripting your speech. Not everyone scripts their speeches word for word (I tend to work from an outline of bullets). You should do whatever feels most comfortable for you and makes you the most confident. If you do script out your speech word for word, make sure you don’t then read it straight from your notes at the actual presentation. An advantage to scripting: You can very easily turn your presentation into a podcast or article later! As you work on your material, keep any time limits firmly in mind. Have you been asked to speak for 10 minutes only? Then five pages of material is far too much. Speaking for an hour? You’ll need more than one page. You don’t want to be rushed, nor do you want to draw out too little material to fit a longer time frame.

As you create your script or speaking structure, you may be deciding if you want to use visual aids. (Using visual aids appropriately is a completely different set of topics not discussed in this entry.) Like with data and research, make sure the visual aid is truly useful and enlightening for the presentation, and not just filler. Also, do not put your script onto a slide; it’s not much of a presentation if you just read your slides to your audience.

Two important parts to script carefully: Your introductory statement, and your closing call to action. Work on your first few sentences until you have them right, because these are crucial to grabbing the attention of your audience and getting them intrigued in your topic. A tip: Begin with a question for which people can respond by raising their hands (and raise your hand as you ask it to show them what you mean). Asking a question like this makes your talk more interactive, so that you audience is a participant, not just a passive listener. Examples of the structure of questions include: “How many of you own more than one car?” or “Who wants to take a Hawaii vacation?” (note that these are open questions, not yes/no questions).

Your closing statement should reiterate your main point, briefly cite what you covered in support of that point, and then include a call to action. Your call to action is something to leave your audience with, and it varies depending on what your point and take-home message were. If you were suggesting a new method of sales, for instance, you might end with a challenge to your audience to put your new methods into action. If you were informing your audience about the state of the environment, you might challenge them to do more research on their own or make some changes toward a greener lifestyle. A call to action can keep a speech or presentation from being an isolated, one-time event—you can inspire and challenge your audience to take what you have shared and bring it into action in their own lives!

>Speaking Skills: Planning (part 4)

>Part 5 of “Professionally Speaking: Six Keys to Better Presentations,” is the continuation of the second key: Planning. In this entry: Scripting.

Once you have done your research, you may choose to start scripting your speech. Not everyone scripts their speeches word for word (I tend to work from an outline of bullets). You should do whatever feels most comfortable for you and makes you the most confident. If you do script out your speech word for word, make sure you don’t then read it straight from your notes at the actual presentation. An advantage to scripting: You can very easily turn your presentation into a podcast or article later! As you work on your material, keep any time limits firmly in mind. Have you been asked to speak for 10 minutes only? Then five pages of material is far too much. Speaking for an hour? You’ll need more than one page. You don’t want to be rushed, nor do you want to draw out too little material to fit a longer time frame.

As you create your script or speaking structure, you may be deciding if you want to use visual aids. (Using visual aids appropriately is a completely different set of topics not discussed in this entry.) Like with data and research, make sure the visual aid is truly useful and enlightening for the presentation, and not just filler. Also, do not put your script onto a slide; it’s not much of a presentation if you just read your slides to your audience.

Two important parts to script carefully: Your introductory statement, and your closing call to action. Work on your first few sentences until you have them right, because these are crucial to grabbing the attention of your audience and getting them intrigued in your topic. A tip: Begin with a question for which people can respond by raising their hands (and raise your hand as you ask it to show them what you mean). Asking a question like this makes your talk more interactive, so that you audience is a participant, not just a passive listener. Examples of the structure of questions include: “How many of you own more than one car?” or “Who wants to take a Hawaii vacation?” (note that these are open questions, not yes/no questions).

Your closing statement should reiterate your main point, briefly cite what you covered in support of that point, and then include a call to action. Your call to action is something to leave your audience with, and it varies depending on what your point and take-home message were. If you were suggesting a new method of sales, for instance, you might end with a challenge to your audience to put your new methods into action. If you were informing your audience about the state of the environment, you might challenge them to do more research on their own or make some changes toward a greener lifestyle. A call to action can keep a speech or presentation from being an isolated, one-time event—you can inspire and challenge your audience to take what you have shared and bring it into action in their own lives!

>Speaking Skills: Planning (part 3)

>

Part 4 of “Professionally Speaking: Six Keys to Better Presentations,” is the continuation of the second key: Planning. In this entry: Research.

When you have clarified your point, your audience, and your take-home message, and you have come up with a rough outline to structure your material, you are ready to develop the content. A great way to start is by researching.

Will you need data, quotes, anecdotes, news stories to get your point across? If you conduct your research before scripting your presentation (if scripting is required), you will be able to have a wide variety of material available. Research is useful to help you drive your point home. When you can cite facts, studies, or current events to make your position obvious, your audience has more trust in you. Pithy quotes and relevant anecdotes help your audience connect with you personally. Don’t forget to include personal stories and even jokes, where appropriate. Keep the following in mind: anything you add through research should highlight and add to your speech, not detract, distract, or take away from it.

It’s easy to dig up a lot of information about your topic, and you may be tempted to put it all in your presentation because it all seems relevant. Resist this urge! You can bombard your audience with far too much information. Return to the “so what?” question you originally asked yourself so that you can make sure you are sticking to the heart of the matter. Make sure your support material is clear, helpful, and illuminates what you are saying.

Next up: Scripting

>Speaking Skills: Planning (part 3)

>

Part 4 of “Professionally Speaking: Six Keys to Better Presentations,” is the continuation of the second key: Planning. In this entry: Research.

When you have clarified your point, your audience, and your take-home message, and you have come up with a rough outline to structure your material, you are ready to develop the content. A great way to start is by researching.

Will you need data, quotes, anecdotes, news stories to get your point across? If you conduct your research before scripting your presentation (if scripting is required), you will be able to have a wide variety of material available. Research is useful to help you drive your point home. When you can cite facts, studies, or current events to make your position obvious, your audience has more trust in you. Pithy quotes and relevant anecdotes help your audience connect with you personally. Don’t forget to include personal stories and even jokes, where appropriate. Keep the following in mind: anything you add through research should highlight and add to your speech, not detract, distract, or take away from it.

It’s easy to dig up a lot of information about your topic, and you may be tempted to put it all in your presentation because it all seems relevant. Resist this urge! You can bombard your audience with far too much information. Return to the “so what?” question you originally asked yourself so that you can make sure you are sticking to the heart of the matter. Make sure your support material is clear, helpful, and illuminates what you are saying.

Next up: Scripting