Archive for category time

Successful List Making

A lot of clients (and friends and colleagues) come to me seeking coaching and advice on time management. In a world where we are always on the go, we seem to seek ways to get even more done. We feel guilty if we unplug for a while, and we feel frustrated if we spin our wheels without getting anything accomplished. Some people get plenty done, but realize they are just “keeping up” without spending time and effort building for the future. The feeling of being frazzled, worn out, and unproductive seems common.

In the course of my coaching training, reading, learning, and life experience, I’ve come across multiple ways to manage tasks and get more done. I don’t claim to use all of these techniques, but I do use quite a few of them. I thought I’d share them now and then on this blog. Today’s tip: maximizing your list(s) of tasks for success.

Lots of people make lists of tasks to get done. These can take many forms: online task trackers, lots of sticky notes, a notebook, scraps of paper, scribbles on calendars. If lists work for you and keep you organized, then by all means, keep using them! Consider some of the following techniques.

Mindset key: Lists (and calendars) are made so that you don’t have to remember everything. Write it down, and then the list does the remembering for you. This allows you to think more about how you want to accomplish the task (and other more forward-moving thoughts), rather than creating anxiety around trying to remember the daily nitty-gritty of what you are supposed to do.

1. Keep a daily short to-do list.

Research has shown that productive people who keep lists do it in a certain way. First, the daily list is relatively short: No more than 5-10 items that are the top priorities of the day (I personally try to keep mine to 5-6 items). This keeps the list manageable. Ever had that feeling of looking at your to-do list and thinking “I can’t do all of this, so I’m not going to do any of it!”? That can happen if your list is massively long. Keep your daily list short and doable. If anything does not get accomplished on that daily list, you can move it to the next day’s list.

  • Slightly silly bonus tip: I love to start my list with something either super-simple or something I’ve already done, like “drink coffee” or “make list.” That way, I can cross it off right away. It seems silly (and folks often laugh when I tell them this!), but it gives me a sense of momentum and satisfaction! “There, one thing done, on to the rest!” (I happen to know I’m not the only one who does this.)
  • Another bonus tip: Put a variety of “small” and “larger” items on the list. For instance you might have “Call doctor to schedule physical” and “Work on slide presentation” on the same list. One task will take a minute or two, the other might take an hour or more. Mix it up. If you have only one major task for the day (“clean the house”), consider breaking it down (dust living room, vacuum upstairs, dishes, laundry, tidy family room).

2. Make the to-do list the day before

The second key to maximizing your daily list is to make it at the end of the day before (or the end of the workday). A lot of people like to start their day with the list, but making it the day before you need it takes advantage of something very powerful: your subconscious brain. If you write the list, and then sleep on it, your subconscious works on the tasks for you while you sleep. Ever woken up in the morning and just knew the solution to a problem, or knew the correct decision in a difficult situation? It’s like that. You might be amazed at how much you can get done if you start making your list at the end of the day.

  • Bonus tip: If you also keep a planner or calendar, consider combining your end-of-the-day list making time with a few minutes of calendar review. This will help you make reasonable lists for each day, because you’ll be aware of, say, how many appointments you might have coming up that take away from your productive time. You might also realized you have to buckle down for a few days because you have several days coming up that have little or no availability. Alternately, if you have loads of time for productive work, you might choose to schedule things that are important for future growth but don’t have a rigid, close deadline.

3. Keep master lists that are longer.

If you like to keep lists of “all the things” you have to do, that’s perfectly fine! Your daily list should be short and sweet, but you can refer to a master list—with categories and subcategories, if needed. Some people like to organize lists like “house items,” “business tasks,” “long-range planning,” and so on. However you like to have longer lists available, make use of them. Check with them now and then to see what you can cross off.

  • Bonus tip: If you keep longer lists, then make sure some of them are keyed to your long-term goals and not just your immediate tasks. For instance, if you have a New Year’s resolution to learn more about personal finance and investing, your master list might include getting some books on personal finance, creating a budget, finding opportunities to save or earn more money, taking a class in investing, meeting with an investment advisor or financial planner, and so on. These may not be red-hot “do it NOW!” items, but they should appear on your lists at some point.

4. Digital or paper?

Some of us love the feel of paper and writing something down. Others are all digital, all the way. There are advantages to both, of course, so my advice is: if what you’re doing works, then stick with it! (I personally use both.) There are many ways to use paper lists–notebooks to sticky notes to special note paper designed just for lists! A benefit to paper lists is the sense of making it “real” as you write it down, and the satisfaction of crossing something off when you’ve done it. Digital options also abound: from Web-based, to software, to smartphone options, you can find something to suit your needs. A benefit to digital list making is that you can set alarms and deadlines to keep you on track and integrate them with your digital calendar, if you use one.

Mindset tip: Remember to celebrate what you get done! Too often we look at our lists and say “wow, I didn’t do X, Y, and Z” and forget what we did accomplish. Notice and celebrate what you do, and reward yourself if you like!

Resources

  • David Allen has written two excellent bestseller books: Getting Things Done and Ready for Anything, about stress-free productivity.
  • A good online to-do list with some fairly sophisticated features (free, or upgrade to paid account) is Toodledo (there’s an iPhone app for this as well).

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Life Balance: Telecourse

I’m teaching a telecourse for Fem Central in January 2011: “The Overwhelmed Woman: Reaching for Life Balance.” This class discusses basic principles and definitions of life balance, offers tools for achieving balance, and teaches some time/task management skills. Audience will come away with some tools for evaluating life balance, as well as a vision of what that might look like in their lives. Gain insight into your relationship with time, structure your life for the truly important things, and work for balance!

Cost: Only $23! Register here (and check out Fem Central’s other excellent courses). Register today to reserve your space!

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Solopreneur Magic: Making the Most of Downtime (part 2)

(A continuation from part 1.)

I have been self-employed for nearly 14 years, running a variety of businesses over that time. One thing I have noticed is that work seems to come in waves. Sometimes I’ll have tsunami of projects, other times just a trickle. I know I’m not alone in this. It can often be feast or famine. So what can you do to build your business if you don’t actually have billable work in hand? Plenty, it turns out! Over the years, I’ve learned to look at “downtime” as a gift to take advantage of. Check out the following ideas.

5. Learn something. Downtime, even just a few hours, is a terrific time to break out those CDs or MP3s you picked up at a conference or online but haven’t listened to yet, find some books and online training, or read that pile of magazines. It’s important to stay current in your field. You’ll have the time–so open up your mind, and get ready to learn some fabulous new techniques and ideas! Load up your e-reader or your iPod, or go to the library. If you don’t have a pile of stuff waiting for you, go online to professional associations related to your business.

Bonus tip: When reading, have a notebook handy. If you get inspired by an idea, you can write it down, with reference to where you read it. Then you have a “hot list” of ideas and thoughts that you can refer to without flipping through a pile of material trying to find it again. This can be quite useful when you’re searching for blog, article, or speech topics (see tip 7). Alternatively, keep some sticky-note flags available so you can highlight key ideas in a book or magazine.

6. Update your online presence. You may well have a daily or weekly practice of time set aside to maintaining your Facebook Fan page (or personal page), LinkedIn, Twitter, any Ning networks you are a member of, and your website, among others. Downtime is a great opportunity to make major updates and changes. LinkedIn particularly is constantly adding new features; take a little time to create a company profile, update your personal profile, find some new groups to join, and ask and answer questions. Write those new pages for your website like you have been thinking about, update your profiles on other sites, add more content where you can.

Bonus tips: With a tool like HootSuite, you can write a bunch of status updates and tweets and schedule them to go out in the future, instead of all at once. If you use WordPress for your website, you can “draft” pages before publishing them, giving you time to work them through carefully and thoughtfully.

7. Get writing. Write some blog posts, newsletters, articles, speeches, even books. When you make your expertise available, you establish yourself as an authority in your subject and offer valuable content to potential customers and clients. Downtime is a great opportunity to let your creative juices flow. Many blogging platforms allow you to schedule the release of your blog posts in advance (one colleague of mine has a year’s worth of weekly posts already scheduled!). You can easily turn blog posts into articles and publish those on your site (or at a site like ezinearticles.com) or submit them to relevant publications. If you have a regular newsletter, you can start prepping future issues to save you time. Finally, you can turn blog posts and articles into speaking presentations (if you have the communication skills), which is a terrific way to build your business. If you have several blog posts, articles, or presentations on a related topic, you have the bulk of a book (or ebook) written.

Bonus tip: Many social media platforms will link to your blog so that when you publish a new post, it is automatically imported to that platform.

8. Renew connections and make new ones. Business downtime is a great time reestablish your professional connections and make new ones. Have lunch, coffee, or meet up with your colleagues and strategic partners. Go through that pile of business cards and connect online (with social media) and in person. Follow up with potential opportunities by calling, sending a hand-written card, or connecting in another way. Find some networking groups to visit and meet new folks.

Bonus tip: Whenever you receive a new business card from a connection, write a note on the back–where and when you met, any key conversation tips you had, when to follow up, or whatever you need to remember the person by more than just a card!

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Solopreneur Magic: Making the Most of Downtime (part 1)

I have been self-employed for nearly 14 years, running a variety of businesses over that time. One thing I have noticed is that work seems to come in waves. Sometimes I’ll have tsunami of projects, other times just a trickle. I know I’m not alone in this. It can often be feast or famine. So what can you do to build your business if you don’t actually have billable work in hand? Plenty, it turns out! Over the years, I’ve learned to look at “downtime” as a gift to take advantage of. Check out the following ideas.

1. First, and most important: Take time off. Especially during holidays, it’s time for you to visit with family and friends, too! Recharge your batteries, enjoy your life, and take some time for yourself. This is important for staving off burnout. Remind yourself that one of the points of your own business is working (and thus, not working) when you choose. A little R&R can be just the mental and physical refresher you need to come back with renewed energy and vigor. It’s not a crime to spend a day goofing off, especially if you have the time in your schedule.

2. Clean and organize. Did your work space get cluttered up? Receipts lying everywhere? Left the filing until you “had a moment?” Now is your chance! Clean and organize your office space and come back to work with a fresh slate! Purge your email inbox, clean up your hard drive, catch up on the filing. Hang that artwork, vacuum, dust, take out the trash and recycling, create a supportive space for your work.
Bonus tip: Have you been considering implementing a new system for filing, accounting, a database, contacts, or other business process, or perhaps creating forms that might support your business? Devoting time to setting these up carefully and thoughtfully is a great use of downtime.

3. Paperwork. Get caught up or even ahead of yourself. Need to update files? Transfer handwritten notes to disk? Catch up on Quickbooks or online banking? Update log files? It’s never too late to get caught up or get a jump-start on the year-end paperwork you might need.
Especially important: Start inputting everything you need to generate some current financial information. Getting your paperwork up to date now saves you tons of time and frustration when taxes are due.
Bonus tip: If you get an accurate picture of your business finances, you’ll immediately see where you can make more money, where you can cut expenses, and more opportunities for growth. Don’t wait until the end of the year for this!

4. Set some goals. If you have updated your paperwork (especially finances), you probably have a good picture of what the last year, quarter, or month in your business looked like. Now is a good time to set more yearly, quarterly, and monthly goals for you and your business. Stretch a little! Write the new goals down, so you can track how well you do. Don’t wait until the end of the calendar year to set goals–do it now!

Next up: Four more tips!

What do you do for your business when you have downtime?

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A Lesson on Enjoying the Moment

When I was seven, my parents announced we were all going to Disney World in about two months’ time. I immediately pulled out a bag and began to pack.

I’m a planner! I’ve always been fairly good at tracking steadily toward a future goal or event. I rather like handling details one at a time until something is completed. It’s satisfying! I have online and paper calendars, lists, and reminders for all my tasks; all my friends know I am extremely prompt and often early when meeting them.

Ten years ago, I married my husband, a wonderful man who is very much the opposite when it comes to time. He lives in the moment. He doesn’t use a planner (except for work), rarely makes a list (unless for groceries), frequently runs a few minutes late, and doesn’t wear a watch. For a while, I thought this would be a real problem between us, but it turns out to be great. We make a great team, and he’s an excellent reminder for me to slow down and enjoy.

I recently had an absolutely wonderful reminder of how to enjoy a moment and treasure it. I am 18 weeks pregnant with our first child (a daughter), something I have longed for and tried to make happen for several years now. A few weeks ago I decided to hit one of the massive local consignment sales for kid and baby stuff. Pregnant moms get in a day early to get best pick! I had a short list of things I was willing to buy, if I found them in good condition and at a good price.

I showed up, got my wrist band, and started browsing. I was very quickly overwhelmed with the amount of stuff that was there. I did see pretty much everything on my list, but I was reluctant to grab it and buy it. I took a break and sat on a bench to think. That’s when I realized: I’m not ready for this phase yet.

I have so enjoyed just being pregnant and enjoying my dreams for what the future will be like! I’ve had a fairly easy time of it so far (no sickness at all), and aside from cleaning out the house to make room for the child, I haven’t had to do any prep work yet (I haven’t registered yet). I realized at that moment on the bench that I wasn’t ready to let go of that phase. I’m nearly halfway through–we just found out the baby’s sex and I’m starting to feel her move around in there. The rest of this pregnancy will go so fast, and we’ll have to make lists of what we need, shop, plan, work… and there is still time for that. There’s no need for me to rush into it yet.

So I went home without buying anything, with a big smile on my face. I can’t think of when I’ve been happier.

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Making Space

When there is something big you want to create in your life, how do you make room for it? If you want to start your own business, get married, travel a lot, have children, start a new hobby, and so on, how do you create space for it? I’m talking beyond just wedging it into your calendar, saving money, or clearing out a corner of your home.

I’ll give a personal example. For a long time, I’ve held space in my heart and in my dreams for motherhood. In talking with my husband about having a child, he asked a great question: “How will we have a kid when we’re so busy as it is? How will we fit it in?” I realized then that something that large and life-changing doesn’t just get “penciled in” to our existing life. We must create space for it, giving up certain things and changing others so that we might be healthy, whole, and ready.

So I began paring down my responsibilities, specifically by deciding not to step up for officer roles in various professional organizations I belong to. I did some reading about fertility, learned how to chart, started taking prenatal vitamins, and tried to eat better and exercise more. I had some appointments with my doctors to deal with various issues I was concerned with. I put some money in a savings account to use during maternity leave.

I’m going through a similar process of making choices with my business right now. I am evaluating my commitments and side projects, winnowing some down so I can focus on my core interests and my best work. It’s a little bittersweet at times, saying goodbye to something that was fun but no longer moves me in the direction I want to go. But it opens new doors of opportunity, and that’s quite exciting to me!

I’ve blogged before about setting a goal and making sure it is SMART (specific, measurable, achievable, realistic, and timed). Coaching is a way to help people set goals, figure out a plan, and track toward achieving it. Making space is a critical step that might get overlooked by some. We can’t keep cramming our lives full of stuff to do without occasionally weeding some things out and changing others.

What do you do to make space? What do you make space for?

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More on Balance

Today’s entry is a guest blog from my friend and colleague Julie Seibert of Healing through Organization. She helps people with the mental blocks that can keep us from organizing our world. She had this to say about my blog post on Creating Balance:

I take a holistic approach with organizing and suggest people start with their mind. This means living in the present and not spending time in fear and anxiety. I consider this an important step in getting inside and outside organized. These questions by Geneen Roth are written on a whiteboard in my office. When making a decision I reflect on these questions.

1. Does it lead me toward a fuller life or confine me?
2. Does it bring me closer to my heart or take me further away?
3. Does it open me or close me?
4. Does it allow me to trust myself further or does it make me frightened of myself?
5. Does it enlarge my life or does it make my life smaller?

Take some time to reflect who and what is important in your life. Who nourishes you? Spend time with the people who uplift you. Invited to events you don’t want to go to? Don’t. It is your choice.

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Creating Balance

(Originally published at FemCentral, which is a terrific site you should bookmark and return to often!)

Life balance has become a sort of holy grail in modern times. It’s hard to recognize it when we experience it, but we all know when we’re out of balance. Feeling overwhelmed, extra-stressed, drained, demoralized, and burned out are just some of the feelings that indicate a dramatic unbalance. So what is life balance, and how can we get some?

To start with, life balance is not time management. Life balance is not about fitting everything in, or saying “yes” to everything, or even allotting equal time to different parts of your life (work/family being an obvious example). It’s about knowing when to say “yes” and when to say “no.” This includes taking stock of the things that are important to you and making sure they are priorities in your life. Time and task management do not equal life balance, but they can be tools for helping you maintain it.

Whenever an opportunity comes up–a request to do something, volunteer opportunities, classes, work opportunities, anything at all–you have a choice of saying “yes” or “no.” Many people want to please or help others, like the feeling of being asked, want to feel accomplished or rewarded, or sometimes just feel obligated, so they almost automatically say “yes” to everything. It can be wonderful to experience growth and accomplishment from your commitments. But if you say “yes” to everything, you will very quickly find yourself overwhelmed, which can push you into crisis mode.

Some mindfulness and some intentionality when making commitments or accepting responsibilities offers a lot of clarity. Ask yourself the following questions when any kind of opportunity comes your way:

1. If I say “yes” to this, what else am I saying “yes” to? What am I saying “no” to?
2. If I say “no” to this, what am I saying “yes” to? What else am I saying “no” to?

It can be difficult to remember these yes/no options as things come up, so try asking yourself these questions about something that is already on your plate. You may find that there are more benefits than you thought to something you’ve agreed to; conversely, there may be higher costs associated with a task or responsibility. Don’t be afraid to let go of a responsibility or commitment that is no longer serving you.

I have found that when asking myself these yes/no questions before making a commitment, my values really start to show up. The things that are truly important to me make themselves known, and I can make a much more informed decision. It’s far more profound than just listing pros and cons. If I can see clearly what saying “yes” or “no” does for me on a personal level, then I can either accept joyfully or turn away from it with a sense of peace and wholeness.

Another key concept in life balance is prioritizing the things that are important to you. Steven Covey talks about this in his book First Things First: you don’t just prioritize the schedule, you schedule the priorities. Think about your life and the things that are important to you. If you want to be sure to be there in your roles as wife, mother, friend, healthy person, and spiritual seeker (to name a few of the many roles available to us), then you need to make sure your calendar reflects those commitments. If you believe that family is the most important thing, but your schedule is filled with extra work assignments, lots of networking, and business travel, you will feel the stress and disconnect of not sharing yourself with your family. A calendar review (weekly, monthly, however frequently you like) with your various roles and values in mind can really serve you in creating space in your life for all the things that are important. You can raise your awareness about your wants and needs and make sure that you have committed time to experience them in your life.

As you move forward with these techniques and some mindful intentionality in applying them in your life, you will experience several shifts. Shifts in your thinking will lead to new feelings, which create new actions and new results. You may find that your relationships grow and deepen when you make them a priority. You might stop feeling guilty when you say “no.” And you may end up with far more meaningful opportunities coming your way because you can wisely discern the ones that are right for you.

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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?