My birthday month review

August is my birthday month and so I thought I’d share just some of my thoughts.

A reminder that I happen to use this review format around my birthday. You can do the same or if it doesn’t matter to you, then pic a random date and do an annual review, like now.

The end of the year is not a good time for me because kids are doing exams, then schools are closing, Christmas, holidays, etc. I do my annual review in November but I like the time around my birthday to do a more personal review.

Here’s the free printable birthday review PDF I made for us to use.

I didn’t want to use the same questions here, and I saw Jessica Honegger (founder of Noonday) talk about this method, so let’s try a start, stop, keep. list.

Start

  • Monthly one-on-one dates with the kids. These were going so well for 11 years and then… Covid. I need to bring these back again before it becomes even more difficult.
  • Dates with Dion. We left the kids alone for an hour and 10 minutes the other day and… nothing happened. It’s a start to the old life 🙂

Stop

Working so hard and work smarter. I’ve already started putting a few new things into practice like being very good with daily focussed time

Keep

Reading – I’m reading at least 10 books a month on a consistent basis and have found a really good rhythm of audio, physical and ebooks that works well for me

Friends – I connect with one friend a week, on average, and I have one book club a month for fiction, and another book club every 6 – 8 weeks for non-fiction

Exercise – Zumba and Barre classes are going well. And due to Covid restrictions, if I miss out on a live class, I now know I have the option of an online workout. E.g. the other weekend the wind was howling outside (atypical Jhb weather) and we all slept through so I missed my Zumba class, but then I did an online workout.

Holidays – we tried one new place in this crazy year and it was a delight for my senses, especially during autumn, the most beautiful season 🙂

Play – remembering my word of the year and saying yes to different things to keep it front of mind.

Some other birthday review posts:

My annual review in 2016

My annual birthday review in 2018

I made a birthday list in 2020

Do you do a birthday review?

What do you want to start, stop and keep in this next journey around the sun?

My absolute favourite pens – gel pens

Let’s get it out of the way – I like the look of pencils but I don’t ever use them. I went through a stage, maybe 10 years ago, where I bought some coloured pencil lead – pink and blue – which gave me some joy, but certainly not as much joy as my absolute favourite pens – gel pens!

I have three favourite gel pens and they all have three things in common:

  1. They’re point 0.7 mm
  2. They’re colourful (no black and boring blue; I do like a nice navy though)
  3. They all have retractable points

I started out with Pilot G2 0.7 – hunter green, sky blue, dark red, metallic colours, they’re all so good

then Pentel brought out such amazing colours in their energel brand – purple, pink, orange in addition to the green (I’ve been using them for 7 years)

and then my friend, Suzy, sent me a full set of Papermate Inkjoy Gel pens in the most delicious colours. At the time we couldn’t get them in South Africa. Now we can get them, but they’re R53 per pen! (see the pics in this post for the Papermate pens)

Which are your favourite pens? Or pencils, if that’s more your thing?

My favourite work notebooks

I’m fussy about my stationery but even I’m surprised at how specific I like my various items of work stationery to be! These are called campus notebooks by Typo and I pay R69,99 each or R100 for two (they have them on special a couple of times a year). They’re spiral-bound, a little wider than A5, have 4 sections (more on these sections later) and have lined paper.

They are my favourite notebooks which I use in the following way:

  1. I keep about 4 pages free in the beginning of the notebook for a few lists: lists of my clients, lists of new business I’m working on and any other lists I might need (sizes of meeting rooms are current favourites because I book enormous meeting rooms during these times, current work projects, and so on)
  2. I then make a daily eat the frog list, and my ta-da list and goals for the week at the end of each week. It’s my whole end-of-work week routine.
  3. I start each day with a daily list, make meeting notes and actions, both in preparation for the meetings I run and when I’m a participant. One day can use up anything from 3 – 8 pages, depending on the types of meetings.
  4. These notebooks used to last 6 months each but during these pandemic times where we work mostly from home and have far more meetings than ever before, they’re stretching to 3 months if I’m lucky. (I just checked my current notebook – I started it on 18 May and looks like I’ll start another one on 18 August).
  5. I completely ignore the partitions. I know some people like to use one section for clients, one for team meetings, one for something else and one for to-do lists. That’s not how my brain works – my brain works strictly in chronological order. E.g. “when was that client meeting? oh, 4 August.” I then flip to 4 August and find my notes. So I (horror of horrors) just cut out those partitions and I keep just one for a few post-it notes.

And now for the enormous disclaimer…

There is absolutely nothing special about this notebook or any other notebook.

The best notebook is the one that works for you!

Confession – you don’t even need a fancy notebook. An A5 exercise book that school kids use will do.

I would say you need a system to keep up with your work actions, a place to hold the thoughts in your mind, a place to plan the important and not urgent matters (quadrant B items) and a place to reflect back and refer to notes.

If you have that, great!

If not, perhaps try my system – who knows? It might just work for you too. If not, keep the bits that work and start tweaking the other parts.

Which is your favourite notebooks to use for work?

PS Whenever I post something like this, people always say, “why should you use pretty stationery for work?” To that I say, I spend 50+ hours a week on work; I definitely want to use that time and make my environment and tools ones that spark extreme joy for me 🙂

How to do a quick and effective half-year review

It might be that I’m such a big fan of reflecting and reviewing precisely because it doesn’t come naturally to me.

I recognise the process as valuable though which is why I take the time to do a half-year review every year.

Your review is only a 20 – 30 minute process but it will make you feel that you closed off the first half of the year and can focus afresh on the 6 months ahead.

What do you need?

  1. 20 – 30 minutes
  2. A drink of your choice – hot or cold
  3. Notebook/ bullet journal
  4. Pen

You could type into a computer or your phone but I recommend doing it with a pen and paper so that your brain slows down enough to process as you think through the questions.

Here are some questions to ask yourself. Use all, or just use the first 5 questions:

  1. What went well, and why?
  2. What could be better? How?
  3. What have you learned about yourself?
  4. What energised you? How can you bring more of this into your life?
  5. If you chose a word of the year, has it been guiding/ inspiring/ clarifying for you? How are you living out your word of the year? Do you need to change your word? Here’s your permission slip if you want to do that.
  6. Looking at your goals, have you made good progress and are you on track?
  7. Are there any goals you need to let go of? Let them go and be kind to yourself.
  8. Do you know why those goals were no longer motivating you?
  9. Looking forward… what are the 3 main things you want to focus on for the next 3 – 6 months?
  10. Do you have the necessary support? I would love to help you.

Reset and refresh sessions

  • I will send you a prep pack once I receive your payment which you work though and return to me 48 hours before your session so I can spend some time beforehand preparing.
  • We meet on Skype or Zoom, whichever option you prefer.
  • We will discuss what you want to keep in your life going forward and more importantly, what you want to let go of.
  • We might set new goals and develop action plans, or tweak existing goals to suit where you are right now.
  • My goal is that you leave the session encouraged, inspired and that you have clarity on the way forward.
  • The sessions are 60 minutes long and your investment in yourself is $75/ R1000 (previous clients get a discount!)
  • I encourage you to book another session in 6 months, but only if you think it will be helpful.
Contact me now to schedule your session. I work with clients all over the world so we will find a time that will work for your time zone.

Weekly planning – should you or shouldn’t you?

I started off with the question in the title because we are all different.

I can definitely say that weekly planning helps me in my life, but I recognise that we all prefer to do things in different ways.

If you’re very happy with your current non-weekly planning process, I’m delighted! However, if you feel like things could work a bit better here and there, then, as I always tell my coaching clients, test it and see. At the most, you’ve had two weeks that were more structured and a learning that the exact way you did it wasn’t optimal for you. But who knows? The opposite is also true – you might love something and never stop doing it (menu planning for me the last 15 years).

If you do decide you want to play with weekly planning, here are some ideas you can try planning:

  • meals (supper, or all meals) for 5 or 7 days – put down some ideas and pick from your list every day
  • exercise days – my gym requires that we book our classes to avoid capacity issues
  • connection time with family and friends
  • personal goals – like reading a book or working on your photos
  • house goals – organising your clothes
  • work/ side hustle projects

Please note all of these are just ideas – the thought of doing all of that might overwhelm you. Don’t let it. Pick what you want and leave the rest.

I know that Laura Vanderkam recommends one goal in three areas every week: work, personal, and relationships.

If you don’t like those three categories, choose your own 😉

Who’s ready to try weekly planning? Which categories are important to you?

Other posts on weekly planning:

{Mindset} Establish your personal policies, or decide once

A few months ago on the Happier with Gretchen Rubin podcast (episode 296 – 21 October 2020), one of the topics was about establishing a personal policy. I loved this podcast episode because it was a reminder to me that

  • I have personal policies
  • I’m happier when I heed them
  • We all have some things we do that make sense to us

It reminded me of the Lazy Genius, Kendra Adachi’s book, The Lazy Genius Way, which I read and loved last year.

One of her principles is to Decide Once.

Decide once is setting a personal policy.

In Lazy Genius language, I decided once that I don’t attend baby showers so it’s an easy decision when I receive an invite to politely decline the invite.

About a month ago, Kendra put up a post inviting people to post how they decide once. The 1744 comments are GOLD. A couple that I love are:

one lady does all phone calls on Thursday mornings only. Genius – you don’t have to have phone dread because you know you’ll take care of things on Thursdays.

another lady changes her contact lenses every time she gets her monthlies so she doesn’t have to remember.

some people have the same gift they give to teachers or for new baby gifts.

The reason I like personal policies is because I love boundaries.

I like people boundaries and I like things boundaries.

Some people boundaries:

  • I don’t attend baby showers. I buy a gift but I hate all the ladies playing silly games (at least that’s how it goes around here).
  • During Covid, I will only meet up with people outside. All book clubs are outside or on Zoom, and when people have come over, we’re outside too.
  • My kids can only have playdates on Friday afternoons. It’s a set time for them so they don’t have to ask continually “can X come over?” They know Friday is the day and arrange their schedules accordingly.

Some things boundaries:

  • If something doesn’t fit in the space, it’s time to declutter until the things fit comfortably again.
  • I decided once what I wanted to save every month, set up an automatic payment and I don’t have to think about it again. When my salary increases, I increase the payment a bit, but that’s the extent of my thinking about money.
  • I have a standard bring-along to a meal if we are invited over to friends. I say, “I’ll bring a chicken” and I bring a rotisserie chicken from a nearby bakery. I also get them to cut it up for me so it’s easy to just arrange on a platter.

Over to you:

Can you name some of your personal policies?

If you honestly don’t have any, where could you incorporate a couple to make your life run more smoothly?

{planning} Let’s do our quarterly planning together

Here we stand at the start of a new, fresh, shiny quarter. If 2021 didn’t start as you wanted, you can let the first quarter go with all the expectations you had for it and just dive into this new quarter.

I spoke before about how and why I love quarterly planning.

Last quarter (Jan – March) I did my quarterly planning but I kept it in my bullet journal. That was…okay, but more inconvenient as I kept having to flip back and forth in the bullet journal to find my list.

This time I decided to write out my list as I did last year but I would then stick it up on the cupboard door in my study (where I now spend 90% of my time!) so I can see it all the time and take action.

And that’s exactly what I did.

Some things I want to do this quarter:

  1. play more (I’m doing Superhero Photo again – it’s a photo course I did about 8 years ago – I saved the emails and am working through them again)
  2. plan next quarter’s holiday and hopefully a mini-break at the end of the month as it’s our anniversary
  3. get some inexpensive but effective stuff done in the house (paint my downstairs)
  4. do some once-off coaching sessions (see more below)
  5. see more friends than I did last quarter

Now over to you.

What went well last quarter? Can you replicate it again this quarter? What did you specifically do or which things were in place helping you have that success?

What do you want to do differently this quarter? Are you using your tendency to help you get those things done? If you’re not sure how, book your 75-minute Four Tendencies coaching session with me for $75. If you’ve come on one of my workshops, you get $20 off. Paypal me and let’s get your session scheduled. I can’t wait to coach you.

{goals} My quarterly goals update

Gosh, we’re one week out from the end of March which means it’s time to review our quarterly goals and set some new ones.

First , a review in case you missed it earlier on the blog:

Quarterly planning
Monthly planning

What went well for me this quarter?

  1. Exercise – regularly doing Zumba twice weekly and my Barre class started up again mid-Feb
  2. My #read21in2021 is going so well. I just set the timer, pick up my non-fiction book and read. I’ve finished nearly 8 books already this quarter (my goal was 6)
  3. House projects – the bathroom reno, fumigator has been, window cleaners are booked for Monday (this is one of those things that people don’t mention when you buy a house on a hill) and we’ve ordered a canvas for our stairwell. 

What could be improved?

  1. I’m still working on setting better boundaries around work
  2. Need to book next holiday so we have something to look forward to
  3. Friend stuff – I can’t build connections via text or whatsapp. I’m phone burnt out 😮 and need to speak on a real phone or look people in the eyes and not via a screen.

How are your quarterly goals looking?

Why don’t you join me and set aside some time in the next week to jot down some goals for the next quarter?

{work with Marcia} Book your time makeover session now

If one of your goals for 2021 is to get your time sorted, give yourself the gift of a time makeover session.

Use our time together to get ideas and motivation to…

  • break out of overwhelm
  • calm down and get clear on your priorities
  • put an action plan in place to get things back under control
  • practical tips to be more productive (if that’s what you want)
  • challenge your mindset… gently but firmly
  • if you run a business, to maximise your time so you don’t need to work crazy hours

Book a 30- or 60-minute session, whichever best suits your budget. I’ll send you the prep pack and we’ll get your session scheduled.

Read testimonials here and contact me when you’d like to get your session booked.

{planning} 6 important things about monthly planning

Even if you’re not a goal-setter, monthly planning is a good way to start adding some structure to your life.

Why

You can plan your month such that events within your control are spread throughout the weeks.

You can find your optimum busy rhythm.

You can plan things like birthday presents and reserving book club books in advance.

When

I do my monthly planning either on the last day of the month (if I finish my goals review early) or otherwise on the first day of the month. I don’t feel late as I’ve glanced over the first few days to make sure nothing will fall through the cracks.

How

1. Add anchor events first (these are things that are already due to happen)

  1. Birthdays – do you need to buy a present, send a card or arrange to take someone for lunch or supper? Make a note of these action items.
  2. Socials – add in any fixed friend dates you may have, like a monthly book club, family get-togethers with extended family, or a standing tea or lunch with a friend. Do you have any action items you need to make a note of? E.g. do you need to buy the book club book or borrow it from the library?
  3. Any other anchor events – work meetings that might bleed into personal time, etc. I add my coaching client appointments here. Pre-covid, this is when I’d add all my business travel too as it would mean I’d need to get to bed early for early flights the next day.

2. Add in all the want-tos

  1. Exercise – if you’re a daily exerciser, this might be useless step but most people aren’t daily exercisers and need to plan out of the house time with spouses.
  2. Courses, workshops –it’s easy to schedule if it’s a once-off session. But what if it’s a self-paced course like my Discover Yourself course? When I sign up to an online course or workshop, I schedule time every week to make progress otherwise it’ll never get done. If you’ve purchased a course, have you actually done it? You might need to block out time once a week for an hour or two to work through the content.
  3. Catch-ups with friends – these are non-monthly standing appointments but you would like to arrange this time together.

3. Evaluate and answer these questions honestly

(you might not have a true idea when you first start but you’ll get better as you go along)

  1. Do your weeks look too busy?
  2. Are there some of those want-to items that would do better for you to move to another week instead?

4. Review your goals and add what you can to your non-busy weeks

Skip if you haven’t set any goals BUT I call goals anything you want to get done.

I set goals in 7 categories and for the purposes of this post, I’ll share the three goals I set in the Finance/ House category for March.

  1. Fumigator
  2. Make waterproofing decisions (the quote is way too much but I asked them to break down all the work into the 3 areas so we can do it in stages)
  3. Send canvas pic to my printer

My style is to put all 3 of these onto a house list and do the research and send out the emails all on one evening. An ideal evening would be after a vigorous exercise session like Zumba since I’ll be too tired to do anything else.

I should also write every week for my blog/ newsletter or if I’m creating a course. I usually have a night for writing every week and I like to couple that with something else computer-y like updating my budget or editing photos, etc.

5. Maintain and evaluate as you go through the month

As the weeks pass, notice how you feel at the end of each week.

Was the week too busy even though you thought it might be doable?

6. Speaking of energy…

I don’t like more than two evenings out (even if it’s at the gym) during the work week but I don’t feel it that much if those evenings are spread out – like a Monday and a Thursday. This is something I noticed while evaluating my weeks. I also don’t mind a Barre and Zumba class one night after the other, but I wouldn’t like two Zumba classes on subsequent evenings (too heavy on my body), or two coaching evenings in a row.

Do you need to change the order in which you plan according to your energy?

Do you do monthly planning? Is there anything else you add that helps you?

I work with clients in 30- or 60-minute time management sessions and show them how to translate their goals to quarterly, monthly and weekly action steps. We talk about the best method to get things done for their own personality type – there is “no once size fits all” approach. Send me an email and let’s schedule your session.

Related Posts Plugin for WordPress, Blogger...
WP2Social Auto Publish Powered By : XYZScripts.com