Saturday, December 12, 2020

Your Own Planning System for 2021


Hello friends!

It's mid-December, and I'm seeing so many tempting Facebook ads for pretty, clever, and amazing planners that promise to transform my life. I've used a bunch of different planners and phone apps, and I have even customized my own daily forms. But...

Now heading into 2021, I'm back to SIMPLE, or at least simpler. I cobbled together my own flexible system with a sensible mix of digital and paper formats. When part of it stops working for me or my ADHD brain gets bored, I tweak it. No big investment. No guilt over buying something that I won't use and then seeing empty planner pages.

Here's what I've got. Maybe a few of these ideas will spark something for you.

First, let me acknowledge that I've got a lot of plates spinning in my life. I am a single mother of 10, though only the youngest three teen/adults still live with me. I am still homeschooling one teen, as I have even before COVID. (I started with my oldest in the early 1990s.) I am a part-time seminary student, working through an independent study course this semester as I write a new book called Burned: Rising from the Ashes of Spiritual Crisis. I work part-time (as needed) for the seminary as a course assistant helping masters and doctoral students with the research and writing process. I also work part-time regular hours for a local community crisis helpline. So, yes, I have a lot going on right now and lots more big stuff coming up in the future.

Even with my Attention Deficit Disorder, I can hyper-focus to complete big tasks. However, I still get distracted with a lot of little details. I need help keeping it all together. Unfortunately, no single packaged system had everything I needed and many of them had extraneous features that distracted me even more.

So I designed my own system just for me. I used ideas from other systems and customized them for my life. It has some concepts from bullet journaling. It also incorporates SMART goals, which are Specific, Measurable, Attainable, Relevant, and Timebound. It covers daily all the way through long-range plans. It also has a reflection facet. Best of all, it is intuitive yet semi-structured. 

Here's the short story: I use a simple handwritten daily To Do list, supported by a variety of other printed lists for longer time periods and more specific categories. Nothing is bound, so pages can be swapped in and out as necessary. I can keep what I want and throw away the rest. I also use apps for scheduled tasks and events. 

You want the more detailed version? Here are the main elements:

Clipboard portfolio and/or 3-ring notebooks: 

  • My clipboard portfolio has the clip on the front cover. On the inside of the portfolio, there is a pocket on the left and a pad of paper on the right. 
  • I use the clipboard portfolio daily for my current lists which I describe below.
  • If I have time-sensitive pieces of paper that I will need in the next day or so, such as forms to fill out, I tuck them into the inner portfolio pocket. 
  • My main 3-ring notebook holds any other papers I need handy, such as notes from meetings, reference materials, and assorted other papers. 
  • I have more than one notebook either because some categories (like school or personal Bible study) need their own, or because I want to archive older information. 
  • If you want to keep your main list visible but you don't want to use a separate clipboard, you could also attach a binder clip to the front of a 3-ring notebook. (Yes, I've done this before!)
  • If you like the pretty packaged planners but don't want to buy one, get some inexpensive stickers or colored pens at the dollar store and jazz up the pages on your own. Or buy a pretty notebook and/or clipboard that you can use from year to year. I found my lovely Vera Bradley clipboard portfolio on clearance at Staples, and I had a $5 coupon, so I paid only $4. It goes with the colors in my bedroom, as do my notebooks. They have the kind of plastic cover where you can insert a page of your own design.


Simple Daily To Do List: 

  • This is at the top of the stack on my clipboard. If I were using a regular notebook, it would be the first page.
  • Each day (or the evening before), I handwrite a list of the main stuff I think I need to do for that day. 
  • I might write it in chronological sequence, or in order of importance, or just get it out on paper as it comes to mind. It's usually short enough that I can figure it out as I go, no matter what order it's in. 
  • Any scheduled events go in a boxed section to the right of the page. 
  • I might fit two or three days on one page. 
  • I try to keep it uncluttered and uncomplicated so I don't write all the little routine stuff, but just what is unique for that day. If my laundry is piling up, that item goes on my list. If a project is due soon, I write down what specific part of it I want to work on that day. 
  • I check off the items as I go. I also add in new ones that I've done that day and then I check them off too. It's fun that way, and I can look back in the evening with a sense of accomplishment.
  • Whatever I didn't do either gets shifted to the next day or cancelled with an X. Some things just don't get done. Oh well! 
  • I don't keep these pages long-term. I save them for a week at a time so I can look back over the patterns of my productivity. If I want to "save" a page for posterity, I can take a picture of it and throw away the paper. 
  • I've tried putting habit-tracking features and food logs on my daily pages (the ones I have designed on the computer in the past) but right now this is just too much for me. To be honest, I am more likely to avoid my planning page if it makes me feel guilty. I can do those separately when I want. Little bits at a time here. 

Ongoing To Do List:

  • This is stuff that should be done soon, but not necessarily today. I add to it as I think of something.  
  • I consult this list when I'm writing my daily list. I keep it clipped just under my daily list on my folio, so I can easily flip the pages to see it.
  • When most of it is crossed out or obsolete, I start with a fresh list. 

Daily/Weekly Routines:

  • For my daily routine of little tasks, I have a printed reminder list of specific things I could do on any given day, such as laundry or dishes or exercise. It jogs my memory when I am handwriting my list for a particular day. 
  • I also have a Google Docs table with time blocks for my general daily/weekly schedule. This page has columns for days of the week and rows for each half hour. I can merge table cells to make larger time blocks. 
  • This daily/weekly overview table has my scheduled work hours, church meetings, meals, blocks for studying & writing, etc. Though there are variations, my weekdays have a pretty regular rhythm. 
  • I don't follow this strictly, but it's a good overview guideline to structure my days. 
  • In addition to the printed version of my regular schedule, I also set alarms on my phone to help me transition from one time block to another or to remind me of essential short tasks, like taking my medicine. You can set alarms for certain days of the week if your schedule varies. 



Master Lists of Future Tasks, Events, and Goals: 

  • I have lists for this month, next month, the next six months, and the next five years. I do these on the computer and often copy items from month to month. If I know the date of an event or deadline (even it its tentative), it goes on the this page.  
  • My lists are in categories: Kids, House, Homeschool, Seminary, Book, Health, Personal Growth, etc. 
  • Every month I print the list of tasks, events, and goals for that month. I put into my my clipped portfolio paper stack so I can refer to it when I make my daily and ongoing To Do lists. Much of it is copied from month to month.
  • I also write and print a 6 month version, which I refer to when making my monthly lists. 
  • My longest range goal page is a 5 year version, with sections for each year and categories within each year. Obviously, what I have here is general goals rather than specific plans. I find that this is very powerful in helping me move forward by working backward. For example, since I know I will be selling my house within the next few years, I have to work backward and plan for intermediate goals of downsizing and doing home repairs before then. I even put things on this list that I am considering, such as getting a doctorate degree or writing more books. This will help me discern my path as I keep my options in mind. 

Other Categorized Lists:

  • These include upcoming house projects, books I want to read, Christmas presents to buy, etc. 
  • I type them into Google Docs where I can read them from my phone or computer. 
  • I may or may not print them out to put in my main notebook.

Calendar, Clock, Notes and Other Apps: 

  • I use the Notes app to jot down whatever I need to remember as I go along, whether I'm at home or not. I can add these into my other lists as needed. I can also email information to myself from here. This is often a reminder of what I need to get at the grocery store, or a website I want to look up.
  • The Calendar and Clock app alarms alert me to pay attention to things like taking my medicine, picking up a teen from work, getting on Zoom for an appointment, paying my electric bill, or setting up my desk to work from home that day. 
  • My Calendar app events are color-coded: purple for church, blue for school, red for medical, yellow for work, orange for birthdays, etc. 
  • The alarms I set to remind me of time blocks each day are actually songs relevant to the tasks, such as Andra Day's "Rise Up" to get me out of bed, or Sandra McCracken's "We Will Feast in the House of Zion" when it's time to make dinner. 
  • When I am taking seminary classes that have a syllabus of assignments, I track my progress using Trello. It is a free planning system you can use on any of your devices. You can set up a Board for each topic in your life, then lists for sub-topics, cards for tasks, and checklists within the cards for sub-tasks. So I can have a board for seminary, a list for each class, cards for assignments, and checklists for the steps I must complete for that assignment. I will be using Trello again in the spring semester. I like having this digital because I often read textbooks on Kindle when I'm away from the home, and it's nice to be able to see what's next and to check off the chapters as I go.


Journals:
  • Journals are not technically for planning, but many packaged planner systems include a section for reflecting on the day or the week or for dreaming for the future. I appreciated this feature in the Monk Manual and want to continue it. However, I want to preserve my reflections and dreams, rather than discard them with my daily To Do lists. They belong in one of my journals. 
  • Right now I'm mainly using one journal for everything - diary of recent happenings (and my thoughts about them), prayers, reading notes, abstract musings, angst, etc.  

Paper and Online Storage: 

  • Online in Google Drive
  • Pictures on my phone of receipts and documents
  • Two-pocket folders for specific categories of papers that I don't want in notebooks (mementoes, letters, artwork, etc.)
  • File cabinet near my workspace
  • Plastic file boxes in my closet and storage room
  • Archive notebooks
  • Paper piles that migrate around my bedroom (I gotta work on that!)

~*~*~

One of the books I chose to read for my independent research course in seminary is Crafting a Rule of Life: An Invitation to the Well-Ordered Life by Stephen A. Macchia. Though its primary focus is on spiritual growth, it gives much needed insight on creating productive rhythms for accomplishing goals. 

If you're interested in planning and time management, you might like these two blog posts with videos that I made last spring, as well as a few posts from previous years. The first video, featured in my post Talking About Time, gives a flexible framework for getting stuff done. The second video, Time --- and Time Again, talks about time in the kairos sense, which focuses more in being attentive to opportunities. 





A few other related blog posts:

Monday, May 25, 2020

Brainstorming and Problem-Solving

Hello again!

This next video is about brainstorming and problem solving using the scenario of setting up for Zoom calls and video production.






I mentioned the UBeesize  Phone Tripod. It cost me $21.99 on Amazon and can also be used for cameras. This is not an affiliate link, just a courtesy to y'all if you are interested!

After I made the video, I realized I could not only trim the length of the video, but I could also resize it right on my phone! I hadn't known that before. I had shot the video in horizontal mode, but made it more narrow before uploading it to YouTube. When I embedded it here on the blog, I also changed the width in the HTML code.

While the video covered how I worked through the aggravations of setting up my physical space and phone for Zoom calls and making videos, the general concept is brainstorming and problem solving. I didn't go into too many details on this process, but the main gist is to:
  • stop and think of what is bothering you (what problem you need to solve)
  • brainstorm for possible solutions (even if they seem silly)
  • consult with others (those who know you and/or those who know the topic)
  • check websites or other sources for information
  • assess the alternatives and choose the option or combination of options which looks best
  • try it, reassess, and shift to something else if that doesn't work

You might also find these links helpful.
These are the two most recent videos in my practical encouragement series.





Time -- and Time Again!


Dear friends,

In the last post, I featured my 10 minute video called Talking About Time which provided a simple framework for time management. In this edition, my topic is Time--and Time Again which is another look at time. The Greeks had at least two words for time, chronos, which is more quantitative and measurable, and kairos, which is more about being aware of the opportunities that each moment brings.




What I didn't specify in my story about waiting was that it was 70 minutes before I got my groceries from Walmart curbside pickup, and as you may remember, that was the second time I had tried that day! Phew! Usually it's just a few minutes!

In this video, I mentioned the book Liturgy of the Ordinary: Sacred Practices in Everyday Life by Anglican priest Tish Harrison Warren.

Liturgy of the Ordinary: Sacred Practices in Everyday Life


And before I go, I wanted to let you know I have another video post ready to go too, this one on Brainstorming and Problem Solving -- or how I keep my sanity when setting up for Zoom calls and video production with my phone. 

Until next time,
Virginia Knowles

Monday, May 11, 2020

Talking About Time! (Video)

Hey friends!

Wondering how to get stuff done during the wonky daily schedules of quarantine? Got 10 minutes? Here's my not-so-secret strategy!




A week after making this video, I figured out a way to use my apps to follow this framework, so I'll put that in my next blog post!

I'll be making more of these videos this summer during my seminary internship. If you want to suggest topics, leave a comment and let me know!

All the best to you!
Virginia

Saturday, January 4, 2020

The Goals Gatherings

Goals gatherings!

That's what I've been up to this past week! Let me back up a bit. A year ago, I posted on Facebook asking if any of my local friends wanted to get together to talk about goal setting. We never did end up doing anything, but the post came up in my memories feed earlier this week and I decided to try again. So many people said they'd love to come but either were too busy or lived too far away, so on a whim, I decided to start a new private Facebook group called "Goals with Virginia Knowles" to share inspiration and resources. That was on New Year's Eve. It kind of took on a life of its own, and now, four days later, we have 282 members who are actively posting and interacting with each other. I love this!

I still wanted to do a local gathering. Some people said they could make it on a Friday evening, and others on a Saturday morning. So I did both. I didn't know exactly who would show up even though I had an RSVP list that kept changing.  I had four pages of handouts ready, which I'll share later in this post. I also bought supplies for making vision boards, which we didn't end up having time to do. 

Four women showed up last night and two more came this morning! Most of them are pictured with me here. I tended to do too much talking in the evening session, but fortunately one of my friends who was helping me moderate, redirected by asking each of us why we were there, and what was our biggest need for goal setting. I am so glad she did that! It's amazing how women can equip one another when we know what each other needs!




Here's an outline of what we talked about! It's not a very linear approach, but then I'm not a very linear person. 

Goals Gathering

Identity >>> Vision >>> Goals >>> Plans >>> Actions >>> Assessments
  • Identity: Who you are - gifts, personality, opportunities, experience 
  • Vision: What you dream - big picture desires and passions 
  • Goals: What you’ll do - what you specifically want to accomplish in real life 
  • Plans: How you’ll do it - detailed steps you will take to make your goals happen
  • Actions: Doing it - carrying out the plans, adjusting as you go 
  • Assessments: How you did it - reviewing how it went, tying up the loose ends, and deciding what you would change for next time

Centered Life:

  • Think of a circle with a core and radiating spokes. 
  • What is at your core which keeps everything else in place?
  • My center is my faith in God that overflows into a desire to serve others. 
  • Simplify! Tend to the inner first, then work outward along the spokes.
  • Key facets of life: Spiritual, Emotional, Physical, Mental, Social 
  • Key spheres of influence: Family, Home, Work, Service, Friendships, Hobbies
  • When you live from the center, you can work with peace, joy, and confidence no matter what else is going on around you.
  • Don’t forget holistic self-care, tending to who you are and the body you are in. 

Starting Over:
  • Moving past failures and disappointments is a part of life!
  • Allow yourself to grieve your losses. 
  • Learn from your mistakes!  Reframe them as life lessons!
  • Own your own responsibility, but don’t take the blame for what is not your fault.
  • “Recycle the trash!” Use your experience to help others heal and move forward!
  • Let go of bitterness for your own sake. Forgiveness does not necessarily mean trust or reconciliation. 
  • Shake off the shame and stigma. Seek out professional help if you’re having a tough time. 
  • Start fresh, looking to the future! God gives beauty for ashes, and the oil of joy for mourning! His mercies are new every morning!

Timing:

  • What legacy do you want to leave for the future?
  • Set long, mid, and short term goals. Work backward from the future and then work forward from now to fill in the gap between here and there.
  • Overwhelmed by the immensity of the future? Stick to “just for now” for now. Sometimes it’s all you can do to take the daily steps as you receive a little light for the path. Still try to think a little about the distant future as you are able.
  • You may have an idea or dream now that won’t come to fruition until much later! Sometimes you have to let a seed go dormant until it’s ready to sprout. Be watchful! Or maybe it will show up in a different way? Be open!
  • What dreams have you had in the past that might be ready to burst into bloom now? What would it take to water and tend them?
  • Other times, you could do something now, but it’s not the best time. Save it for later? Or just minimize your time investment for now?
  • Our opportunities build with our experiences. You are equipping yourself now for things you don’t even see yet. Be faithful.

Case Studies and Case Management:
  • Case Study: Take a step back and look at your life as if you were observing from the outside. Write down everything you can about the situation: the atmosphere, key players, the relational dynamics, what is working, what is not, areas where there has been progress, areas that still need improvement, trouble spots, constraints, resources, anything else? Analyze it from as many angles as you can. Pretend you are a business consultant.
  • Manage: Based on your findings, come up with an integrated plan for progress that will holistically and realistically address the major concerns. Make it like a business plan if that helps. Think about people, time, money, and other resources.

Cooperation and Collaboration:
  • Our lives involve others, but we can’t control them.  Our goals have to acknowledge that and be more focused on our own actions.
  • How will you motivate other people to work with you? What will you do if they don’t? How can you idiot-proof your goals? (We can't completely, but we can try!)
  • We can’t always remove negative people from our lives, but we can counteract that by surrounding ourselves with encouraging people.
  • Pair up for follow up! Share strengths. Ask for help with what you find hard to do. Offer your help in areas where you have seen success.

Time Management:
  • “Habit stack” into a scheduled routine (little to big). When I get up… When I get to work… When I get home… Before I go to bed…
  • What are your “time sucks”? Do you need to eliminate them or just limit them?
  • Do you use timers or alarms?
  • Consolidate similar tasks.
  • More ideas at www.thismomgrowsup.blogspot.com category “Get It Done”

Efficiency and Effectiveness: 
  • Efficiency is doing things the right way. Effectiveness is doing the right thing! 
  • What will it take to do the right thing the right way?

SMART Goals:
  • Specific - Who? What? When? Where? Why? How? Details!
  • Measurable: How much? How many? How will I track progress?
  • Attainable: Reasonable? Doable with your resources and constraints?
  • Relevant: Worthwhile? Consistent with your own life? 
  • Timely: Timelines? Deadlines? Urgency? Rhythm? 

Big and Little: 
  • We need to think of both the big picture (telescope) and the little details (microscope).
  • The big affects the little. The little affects the big. They are intertwined.
  • Big rocks in a jar - get the priorities in first, then work in everything else as it fits.
  • Little things - daily habits can make or break your life. Don’t neglect them!
  • Baby steps! Don’t get too overwhelmed by the enormity of the goal. How do you eat an elephant? One bite at a time? The journey of a thousand miles begins with a single step.

Brainstorming:
  • What would you do if time and money were no object?
  • What would you do if you could overcome seemingly insurmountable obstacles?
  • Think and write now as it comes, even if it’s random or crazy. 
  • Let it flow freely. Save your tweaking for later. 
  • Do you see any themes? Any weird possibilities?
  • Essentials may reveal alternatives. Take it down to the basics and think what could possibly work for you for this need, even if it’s not a traditional approach. You could get what you really want by decluttering a bunch of peripheral desires.

Organizing Your Thoughts:
  • Lists - any kind! Where will you keep them?
  • Planner - digital and/or paper - buy it or design your own
  • Vision board - pictures or words
  • What apps or computer programs help you most?
  • I like Trello, gTasks, Calendar, Notes, Evernote, email


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Since we didn't have time to do the vision boards, we're going to schedule another evening later this month to do that at someone else's home. I'm looking forward to that! 


I'm glad I did the Goals Gatherings and hope to do more in the future. We may also try to get some of this on video, but I will probably do this separately since much of our interactive discussion is private. I am guessing I will do very short videos for each section. 

Have you ever done something like this?

Virginia