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Archive for Planning

full coffee cup, note book with goals 2025 written and 1, 2, 3 plus white pen on green background

Planning for Success and the Dichotomy of Control

Posted by Carolyn on
 January 7, 2025
  ·  No Comments

full coffee cup, note book with goals 2025 written and 1, 2, 3 plus white pen on green background showing planningIs there any point in planning for success or for the year ahead?

For those of us in the productivity and organizing field the answer is very simple.

Yes. If you plan your work, activities, schedule, career, day or anything for that matter, you are far more likely to be available when opportunity appears.  I’ve blogged before about the planning and luck relationship. However, you are also more likely to be equipped to respond to adversity when it show up.

But sometime external circumstances can make planning feel futile. What about the uncertainty of the world we live in today as 2025  greets us? What about the political turmoil around the world we read about every day? Add to that the economic uncertainty that both those situations create and planning feels like a lost cause.

The Dichotomy of Control

It is true that most of us don’t have any control over what is happening politically on the other side of the world. While we may have reason to worry and be concerned about it, we don’t have any control over it.

However, the dichotomy of control reminds us that there are many things over which we DO have control. The concept is a very old one dating from the Roman Stoic Epictetus. According to the Stoics, there were really only two things we had direct control over. They are our actions and what or how we think about things. The past, what other people think or do, and even our bodily sensations (versus voluntary actions) are in fact outside our control.

grey desk chair in from to small white desk with the title "Preparation & Success" and Confucius quote "success depends upon previous preparation and without such preparation there is sure to be failure"Planning and Control

It is the things within our control that we can use to plan for success. There are four steps needed to create a plan for the year and they all include elements within our control.

Step 1

Step OUTSIDE of our comfort zone. This is where learning and expansion occurs. This is where were take a risk to create a new lead magnet, try a new exercise routine or commit to an accountability partner. Actions here include creation of a vision and overall goals for the year.

Step 2

Step UP to figure out the real work. What actually needs to be done to accomplish your goal? Who would you need to become to make it a reality?  Actions here might include figuring out how many days a week you can work or work out. Do you have the time to train for a marathon and support for the rest of your life while you are training?

Step 3

Step IN to create a map or menu of actions to turn your vision into a reality. What are the outcome goals for each quarter, month and week that you would have to attain? Outcome goals are the markers along our path that tell us whether or not we are heading in the direction of our larger vision. What are the process goals – the specific actions you would take – to accomplish those outcome goals? If you are looking for 1000 followers on YouTube for your business, how often do you need to post to get that result? How big a calorie deficit do you need, and how will you ensure that happens, to lose that 10 lbs?

Step 4

Step THROUGH the fog that gremlins of self doubt, fear, procrastination create when they show up. What tools that you can access easily, consistently and quickly when you are discouraged frustrated or putting off trying to post that lead magnet?

woman raising arms in success at tope of hill. both the journey and destination are important.Planning for Success

The Stoics believe “We need to focus on “controlling the controllables” and cultivate an attitude of detachment from everything else”. When we focus on what we can control, which includes all four steps of the planning process, we set ourselves up for success. This focus together with equipping ourselves with strategies and tactics to manage our response to those things outside of our control, is planning for success.

Mentored for Momentum Coaching Mindfully I AM Evolving Coaching Planning
Tags : Planning
orange sunflowers in blue vase showing calendar to July. show time to plan the second half of 2024

The Power of Process and Outcome Goals

Posted by Carolyn on
 May 15, 2024
  ·  No Comments

orange sunflowers in blue vase showing calendar to July. show time to plan the second half of 2024. time to evaluate progress on our goalsCreating both process and outcome goals for your business can take energy and time. You will be glad you did and here is why.

Introduction

When it comes to planning for our business, many of us focus on the end result – the outcome we want to achieve; the destination to which we are headed. But what about the journey itself? The steps we take to get there? That’s where process goals come in. In this post, we’ll explore the difference between process and outcome goals, and why both are crucial for a successful plan and achieving success.

Outcome Goals

Outcome goals are the specific, measurable results we want to achieve. They’re the destinations we’re heading towards. Examples of include:

  • Increasing sales by 20% in the next quarter
  • Landing a major client
  • Publishing a book

Outcome goals give us direction and motivation. They help us stay focused on what we want to achieve and give us a sense of accomplishment when we reach them.

Process Goals

woman reading map. process goals are like a map to our outcome goals.

Process goals, on the other hand, are the actions we take to achieve our outcome goals. They’re the steps we need to take to get to our destination. Examples include:

  • Spending 2 hours each day prospecting for new clients
  • Writing 500 words each day to meet a book deadline
  • Implementing a new marketing strategy to increase sales

Process goals help us stay on track and make progress towards our outcome goals. They give us a sense of control and agency, and help us develop new skills and habits.

Why Both are Important

So, why do we need both process and outcome goals? Here are a few reasons:

  1. Outcome goals give us direction, but don’t define the task to get there.
  2. Process goals give us momentum. Without them, we can get stuck in analysis paralysis or procrastination.
  3. Process goals help us take action and make progress.
  4. Process goals help us develop new skills and habits: By focusing on the actions we need to take, we can develop new skills and habits that help us achieve our outcome goals.
  5. Outcome goals can be outside of our control, but process goals are within our control: Sometimes, despite our best efforts, we can’t control the result. But we can always control the actions we take to get there.

Conclusionwoman raising arms in success at tope of hill. both the journey and destination are important.

In conclusion, accomplishing our goals and a successful plan requires focussing on both the journey and the destination. Knowing our destination gives us direction and motivation. Enjoying and focussing on the journey helps us take action and make progress. By setting both types of goals, we can stay focused, motivated, and in control of our journey to success. Remember, it’s not just about the destination – it’s about the journey itself.

 

Planning Productivity
Tags : Goals, Planning, Time Management
view of setting sun over leeward deck of sailing yacht.

Take a Break

Posted by Carolyn on
 January 18, 2024
  ·  No Comments

Sail boat in choppy waters facing sunsetWhen Life throws us rough waters, we may need to step away or take a break from our business for a short time. An annual plan can support you to get back on course faster and easier.

Life’s Hiccups

They say that Life is what happens when you are busy making other plans.

It might be events over which you have no control. Or the consequences of something you did or decided days, weeks or months ago.

Maybe you aren’t getting the business results you had hoped for and you don’t know why.

Perhaps the weather has you down or a relationship or loved one needs your attention.

Or, as I sometimes say, “The moon may simply be sitting on the wrong side of the sky today”.

Regardless of the reason, when Life turns calm waters to rough, we have to respond.

Take a Breaktwo stones in sand with curves in sand around them

Stepping away or stepping back may be the best solution. Rough waters may mean a timing change or detour from your plan. If the original plan didn’t work out, stepping back to reassess can provide insight.

When an expected result shows up, slowing things down to check your assumptions can lead to a better decision and better result the next time.

If and when you are tired, anxious or find yourself not eating or sleeping well, taking a step back may provide your body and mind a rest it needs. Taking a short break gives you time to refresh. You will return able to make better decisions and more resilient to challenges.

Have a Plan

When you have an annual plan, coming back after a short break goes smoother. Recovery is faster.

When the seas get rough, don’t change the goal, change the strategy.

A good annual plan has a four steps to help you step out of your comfort zone, step up to the work, step in to the tasks and step through the inevitable challenges.

Ship's compass with calm waters to get back on course.Step one is a compelling vision that keeps you focussed and reminds you of why you are pursuing goals in the first place. Next the plan needs a break down of the year to show where the revenue opportunities sit and where the expense obligations lie. Step three is a set of detailed process and outcome goals by quarter and month to identify what work needs to be done and when. Final step is a set of tools to which you can resort when the procrastination, perfectionist, and fear of failure – or success – gremlins show up.

With this four step plan in place returning from a break will keep you focussed on your compelling vision and why it is important. The goals don’t change; the timing may need to be adjusted. It’s easier to get back on course even if a detour or delay was necessary.

Taking a break is sometimes the smartest solution when life churns the seas and unexpected challenges show up. With a solid plan getting back on track is faster and easier.

Clarity Mindfully I AM Evolving Coaching Organizing Challenges Planning Productivity
Tags : Goals, Leadership, organizing strategies, Planning, Time Management
green journal book, key board rose and computer mouse on white desk top

4 Steps to Planning a Prosperous Year

Posted by Carolyn on
 January 7, 2024
  ·  No Comments

green journal book, key board rose and computer mouse on white desk topSetting up for a prosperous year can be an exciting task. You are at the beginning of another new year and planning is on the brain. Setting up New Year’s resolutions? Have a project you want to accomplish? Is there a particular goal that you are committed to? Or, like my mentoring clients, are you setting up a plan for your business for the coming year?

Ensuring yours is a prosperous year, takes time and a process. Here is a 4-step process from my Planning for Prosperity course that will help you accomplish your goals and projects.

1. Step Out – Of Your Comfort Zone

A prosperous year starts with a compelling vision. A compelling vision keeps you motivated when the going gets tough. It keeps the taste and benefits of success front and centre while you are working through the hard parts of a project or the ups and downs of reaching a goal.  Ask yourself the following questions:

  • Does your project take you out of your comfort zone?
  • What would be the benefit to you of completing the project, task or goals for your year?
  • What will you be able to do when your goal is accomplished?

2. Step Up – To What You have to Do and Whom You must Becomeperson's feet in black running shoes taking step on stairs

For a prosperous year to materialize, we have to be really clear what we have to do and when to do it. In this step, identify exactly when in the year the project or goal activity will take place. Clarify the months, weeks and portion of any day where the activity for this goal or project will take place. This helps you understand what is realistic and what is a “pie in the sky” dream.

Frequently, this is a big “Ah ha” moment for my clients. At this point they realize their income goal is realistic when they can only work billable hours during 42 weeks of the year.

Ask yourself the following questions:

  • Where in your calendar will this happen.
  • How much of each day will I have to earn income, go to the gym or work on my book?
  • How many days a year?
  • How many weeks a year?
  • How many clients are required to earn the income in your goal?

3. Step In – To Identify the Work to be Donecalendar open to days of week with blue and orange market sitting on top.

This step identifies the real clarity of work to be done for your prosperous year. Regardless of your goal or project, what are the milestone accomplishments that you will target? I am a strong advocate for the 12 Week Year by Brian F. Moran and Michael Lemmington. Breaking the goals or project into check in points helps you to see your progress. It also reminds us that each goals or project is best accomplished when broken into steps.

If working on an annual goal, break the year into four, 12 week or 84 day sprints with a 13th week to evaluate your progress and set the next 12 week goals. To help with Step 3, ask yourself these questions:

  • How will I know when the goal or project is accomplished and when?
  • What does one quarter look like?
  • What does one half look like?
  • What does three quarters look like?
  • What metrics will I use to track my progress?

4. Step Through – The Challenges that Hamper Successwoman raising arms in success at tope of hill

A prosperous year is not without its challenges. It’s not a question of IF procrastination, perfectionism, and fear will show up but WHEN. Life will show up and through unpredictable barriers in our way. Having a toolbox of tips and tricks that you KNOW will work for you, will strengthen you ability to accomplish your goals and see your project through to completion.

Ask yourself these questions to help you Step Through life’s challenges:

  • What works for me when fear of failure shows up?
  • Is my vision or image of success compelling enough to keep me motivated?
  • How will I handle criticism from people who don’t share my goals, ambitions, dreams or even understand how important my project is?
  • Is perfectionism standing in my way of success?
  • Can I actually get this goal or project done? Are the pieces or steps small enough?

How you define your prosperous year is up to you. These four steps will help you get and stay motivated, get clarity on the work to be done, what needs to be done and who you have to become to do it. Finally, give yourself some tips and tricks and strategies for when those curve balls get thrown our way.

Mindfully I AM Evolving Coaching Planning Productivity Strategy
Tags : Goals, Planning, Procrastination, Schedule
notebook on desk with clover leaf

Planning and Luck Meet Each Other

Posted by Carolyn on
 March 17, 2021
  ·  No Comments

notebook on desk with clover leafI had a feeling this would be quite a week. Last week was National Procrastination Week. The daylight savings switcheroo always creates a hiccup. St. Patrick’s Day and Small Business Development Day are both March 17. March 20 brings in the first day of spring. Meanwhile, Twitter Day is March 21 and Passover and Easter are right behind. So naturally, it was time to write about planning and luck and their relationship.

Struggling with this blog post, I headed out for a mind-clearing, fat-burning, sunshine-worshipping walk. Then I saw the hawk. He soared high overhead then swooped in so close that I thought I might be breakfast. His graceful dive was awe-inspiring. He reminded me of Lori, my university residence door-mate. We would dress up in white coveralls and she would swoop around, arms spread wide in wing formation, reminding me to soar, to be as free as an eagle. Suddenly, I was transposed to those heady university days and I knew exactly how to write this blog.

In early August 1985, Lori offered me a trip to Vancouver. I was just three months home from living more than two years in Papua New Guinea—and floundering. I said that I would accompany her as far as Edmonton, then called the Director of the Master’s Program to which I had just applied and told him I needed an interview with him. He thought I was crazy to TELL him I wanted an interview, so he agreed. Five days later, I was sitting in his office following an adventure that only Lori could have arranged: station wagon arranged; sleeping in tents in fields; cassette tape playlist created specially for the trip; seeds, sprouts and bagels in the cooler.

I was sitting in his office having announced that I needed to be in his program. He asked me if I planned to hang around until he decided to accept me, IF he decided to accept me. Then he announced that I was completely crazy when I said that I was bussing back to Toronto and needed just 24 hours of banking time and I would be on a flight back for the first day of school. I only had two hours between that interview and the bus departure in which to check out two potential places to live that were miraculously still available two weeks before school started in the busy university/government town.

Within a week, I had received his phone call telling me to book my flight. I landed at 6 am for class at 8:30 and rolled in with my suitcase in tow. As Director, he was first on the agenda of the first day of first year. And he told the entire class how crazy I was. The program was on the 13th floor of the building. I had sat in seat 13 on the flight. I’d committed to renting a room in a house with 13 in the address. Planning and luck?

Even St. Patrick might have applauded my crazy luck.

Before you, too, jump to the conclusion that “She’s just plain lucky,” consider another option—one you can use so that when your own call comes in, people will claim you are just as lucky. Only you will know the planning and action that you put in place behind that luck.

You see, when I got wind of the fact that there might be a spot in that Master’s Program, from an astute and very clever Admin Assistant, Sarah, who answered my first phone call, I made sure that I would be ready. If there was going to be a lottery draw for who got it, I would have a ticket. I hustled around the province (this was before the internet, cell phones and Zoom remember) and arranged my transcripts, wrote the GMAT test hundreds of miles away, and assembled letters of recommendation and all the other items the school required. All the requirement were sent off to the Director within two weeks of my phone call to super helpful Sarah.

I worked hard, but mostly I stayed on top of implementation. Focussed on action, I created a task list and I knew that I just had to tick off every item on the list. If I could get the package to him within two  weeks, it would be on his desk when the intake committee had to decide how to handle a slightly higher than average decline of admission rate. That’s when Lori called. So off I went to Edmonton.

I completed my Master’s in Health Services Administration and convocated in November 1987.  Only a handful of us did. Perhaps there was an element of luck, but I maintain that the secret of my success was that I stayed focussed on implementation and action. Ruminating on problems wasn’t going to get me that spot on the dais in front of the Dean as he held my hood and my certificate of completion in his hand.

I offer you the same strategy. Where planning meets opportunity is where luck shows up.

Mindfully I AM Evolving Coaching Organizing Strategies Organizing Time
Tags : organizing strategies, Planning

Tax Time Loomith

Posted by Carolyn on
 January 31, 2012
  ·  No Comments

Many of us are planning for the holidays and looking forward to some downtime after a busy fall.  Great idea.  What’s top of your list when you get back to the office in January?

With a little forward planning, by the time you get to April, you’ll be focussed on those new clients having signed off and sent off your annual tax return.  If you are still working on a paper-based system, consider booking time with yourself in your 2012 calendar, before it gets booked with client appointments, to sort the receipts.

An accordion file makes a great receptacle.  With 13 pockets it can stand on a shelf, in a file drawer and be labelled by month to receive receipts, invoices and any other relevant paperwork.

Office Organizing
Tags : Planning, Taxes
to celebrate the new year, gold confetti and streamers in air against a black background

Happy New Year

Posted by Carolyn on
 December 31, 2011
  ·  No Comments

colourful balloon floating against a blue sky with confetti flying around to celebrate New YearHappy New Year

Best wishes to all our readers for a healthy, happy and prosperous coming year.  May all your goals for the year be specific, measurable, attainable, realistic and accomplished by this time next year!

Resolutions?

Do you have any New Year’s Resolutions? How about a few key items on your To Do List for this year.

My suggestion is to stick to no more than 3 items and if you can, just put one item on your resolutions list.  Set yourself up for success. This allows you to keep your attention to the one thing you want to accomplish. It reminds you that you have one key priority in addition the routine day to day priorities of life.

Have fun and good luck.

Holiday Organizing
Tags : celebrations, Planning, Time Management

Brown Bag It! — So to Speak

Posted by chrisjanes on
 October 15, 2010
  ·  No Comments

Do you ever wonder where your money goes? Or why your waistline just won’t shrink? The answer to both these questions may be found in your lunch bag. Yes, the one that has been pushed to the back of your highest shelf.

Grabbing a bite on the go responds to our need for variety, and convenience. While there are more healthy choices available, both the healthy and not-so-healthy lunch options are costly – in more ways than one.

Most people say they just don’t have time to prepare a lunch. So, a few suggestions for you:

1. Never underestimate the leftover. If tonight’s dinner will travel well, just pull out an extra food storage container when you’re putting away the extras and voilà, lunch to go. You’re ready for tomorrow, before the evening has drained your energy.

2. It’s not all or nothing. If the thought of creating a complete meal is still too daunting, start with the non-perishable snacks. Put some fruit, a granola bar, a few crackers, in a bag the night before. You won’t have to think twice as you walk out the door in the morning and you’ll be glad to have some healthy supplements throughout the day.

3. Insulated lunch bags. If you haven’t got one, treat yourself. The lunch bag is now a trendy accessory. To be absolutely sure your meal will be safe to eat, throw in an ice pack for added peace of mind.

Bon appétit!

Home Organizing
Tags : Planning, Time Management

Plan Your Return

Posted by Carolyn on
 December 19, 2008
  ·  No Comments

For many people, today is the last day in the office before a couple of weeks vacation over the Christmas holidays. For others, the last day may be next week or early January before a relaxing vacation in a hot, sunny locale. (I wish!)

Whichever the case for you, take time today to Plan Your Return! Thirty minutes is all it takes to get a grip on the first day back. You will thank yourself – and who knows, maybe I’ll get a titch of credit – when you return and realize that you already have control over the back log of work and your top priorities. Think how impressed your boss will be!

  1. Clear out the top of your desk even if it just means sorting into piles so that you know what’s there. Make sure the majority of the top of your desk is a clear work space. You will be able to return to your desk, sit down and breath. Breathing is good.
  2. Schedule your top priorities for your return. Check your schedule of projects and start a list of activities that will require your attention as soon as you return. Book time for these activities into your calendar. Anticipation is powerful.
  3. Containerize your mail. If you will be receiving mail into your office while you are away, nothing takes the glow off a sunny memory faster than an overflowing Inbox. Consider a larger container for the duration of your time away from the office. It will help to keep the paper organized before it even gets to you! Containing the clutter keeps you in control.
  4. Clear the floor under and around your desk. Take home the 12 pairs of shoes (at least 11 of them). Return the dishes to the kitchen. Throw out the garbage and recycling (or leave them at the door for pick up). If necessary, resort to containerizing and stacking the rest to open up the space and free the energy around your desk. Energy is good.
  5. Check the view from the door. You are going to need an organized, powerful view when you first return in order to get a jump start on those ambitious goals to be organized and exceed your quotas for 2009. Organized is powerful.

Have an awesome vacation.

Office Organizing Organizing Strategies
Tags : Clutter Clearing, Planning

Countdown to January 1, 2009

Posted by Carolyn on
 December 3, 2008
  ·  No Comments

It’s coming – no matter how you try and stave it off, the new year will be here in 27 days.

That means a number of things to a number of people; budgets, performance appraisals, sales targets are just some of the items that are lurking just beyond that January 1 holiday. How to get on top of it?

Start by listing all the items you know are due in the first weeks of the new year. Now start to plan when you will get them accomplished. Take out the calendar, look at the weeks ahead. Wow, already pretty packed right? That’s the problem with trying to get much of anything done during the month of December.

Nevertheless push on. Book in 2 – 3 hour blocks to accomplish those tasks due in the first couple of weeks. On your list of things to do, make a note of all the bits that need to be accomplished in addition to just getting the work done. Is there information you need to gather? Book time with your staff for performance appraisals? Pull together the sales reports? Now get these items booked in the calendar.

Smile and look forward to the New Year knowing your new year tasks are booked and ready to be tackled.

Holiday Organizing Office Organizing
Tags : Goals, Planning, Time Management
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