Posts Tagged time management

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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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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