Work habits and routines: monthly, weekly and daily

I shared some stories on my Instagram highlights many years ago (certainly, pre-pandemic) that still get comments and questions regularly. I’m not sure what to make of that – is it strange? is it helpful? – either way, I want to write it all down here too.

I have a few things I do as part of my work – some of these will not apply to everyone, but if it strikes a chord, do try them out and let me know how it goes with you.

Our performance discussions happen at the end of each financial year. I like having this set time to reflect and think about what’s working, what’s not, and where I need to change things. It is also fun/ scary because the budget resets to R0 so we have to start putting money on that income statement all over again.

At this time I also think about some broad goals I want to set for myself and my team for the year ahead. I hold these goals loosely because things sometimes change quickly.

However, from these goals and projects, I set monthly goals. I also do a review of the month that’s passed. Yes, exactly like I do in my personal life.

My work goals are much more out of my control than my personal goals are, because I’m largely dependent on my team. Still, they are there – I like to at least know which direction we’re steering in and where I need to put more effort.

Now for the parts that most of you will actually find more interesting 😉

Weekly rhythms

I firmly believe that a good week starts before the week actually begins.

That means I plan my week on a Friday afternoon.

  1. I look at the week that’s been and wind up any matters that need attention. This is not always possible as some things may need to move to the following week.
  2. I write a ta-da list. It is rare but it does sometimes happen that all that is on that list is “I survived”. Mostly I can think of a few things that went well.
  3. I add in focus time if I haven’t already done so.
  4. I check for upcoming meetings – do I have everything I need to run them? I might have to prompt people, put in prep time or complete a piece of work.
  5. I write my “goals for the week” list – these are things that must move along. The things I work on are not one to two step projects so are hardly things I can complete in a week, but I at least want to move things forward every week. Sometimes there’s a work event like a client lunch or workshop. I think about what I want to get out of these events and write a loose plan.
  6. Lastly, I write my to-do list for Monday (or Tuesday, if Monday is a public holiday or I’m on leave)

Daily

  1. I love the idea of using your actual calendar and rewriting it so that you feel with your body if there is actually space for all the things you want to get done. For example, if I have 7 hours of meetings, probably nothing else is going to get done, so I don’t even add anything.
  2. Some days, usually on my work-from-home days, I block out focus time in the morning and take meetings from 11 onwards. For these days, I write my “frogs” right at the top of my list. These are the top 3 tasks for that day.
  3. The bottom line is: I rewrite all my meetings in my notebook and if time allows, I write 3 things that need to get done.
  4. I almost never (I started saying never, and then I realised that on Friday, I had a splitting headache so didn’t do my full routine for Monday) end one day without having a to-do list written for the next day.

Do you do monthly, weekly and daily planning as part of your work habits? Share all your tips 🙂

(Next time we’ll talk about other habits which I am worse at than planning! For some reason, 4 years after lockdown, I still haven’t developed good in-office work habits)

The notion of a ta-da list… and why you need one

I first heard the concept of a ta-da list from Gretchen Rubin many years ago and I loved it so much I embedded it into my work life immediately.

If you check my Instagram highlights on OrganisingQueen around work habits (280 weeks ago!), you’ll see that at the end of every week, I write a ta-da list, a goals for the week list and a to-do list for Monday (or Tuesday, if Monday’s a public holiday).

I might write more in detail about my work habits if anyone is interested – let me know!

For now, I want to talk about starting an annual ta-da list at this point in the year, and why that’s a clever thing to do.

I think it stemmed from how, at the end of the year, when I’ve read over 100 books, I feel like I need to work through the months to find my favourites for a list (this is entirely self-imposed, of course). Crazy! I can barely remember the characters from a book I’ve read two weeks ago, so how am I supposed to remember something I read in January.

Enter… the monthly reading favourites.

In 2023 I started, as part of my monthly reading wrap-up (this is a whole thing and brings me a great deal of joy), making a note of the books that were stand-out favourites to me that month.

This is harder than you may think because at this point in my reading life I know exactly what I like to read, and have averaged a rating of 4* or higher (out of 5) for the last 5 – 6 years.

At the end of 2023, it was so much easier to look at the list of 30 books (non-fiction and fiction) and quickly decide which were my favourite favourites. It’s also good to remember those books from January and February that I may have forgotten due to my own end-of-year obsession with recent favourites.

I’m now proposing that we all use this same concept for our ta-da lists.

A ta-da list is a list of the things that you got done or want to celebrate. Like “went to gym 8 times this month” or “got my mammogram done” or “made my eye appointment” or “finally decluttered all the papers in my desk drawer”. Get it?

If you set goals, you might set 10. And maybe you get 5 done. BUT what we don’t often factor in is that other things popped up and you attended to those things instead. 

On my own ta-da list… “sorted out ceiling in kids’ bathroom”. This was NOT on my goals or my house to-do list (way too boring!), but it looked like it was sagging and it needed to be sorted out. So it went on my ta-da list at the end of January. 

Sometimes the ta-da list isn’t “instagram worthy” – that ceiling certainly isn’t and neither is making an appointment to see the doctor to discuss blood results, but it is important and you and I deserve our gold stars for getting those things done. 

What will the monthly ta-da list accomplish?

  1. You will remember what you want to note down or celebrate. After all, you only have a month to remember and your phone photos and calendar will help you do just that.
  2. You won’t fall prey to recency bias at the end of the year where you only remember the last month or two. Top tip – usually it feels like the year was terrible if we evaluate at the end of the year because we are all tired and cranky amd most of our good habits have fallen by the wayside.
  3. Your motivation will increase throughout the year as you start building up your portfolio of positive evidence that you are a goal getter and are accomplishing good things.

Have you started your ta-da list yet? Where does it make the best sense to keep it – in your diary as I’m doing or a note in your phone?

15-minute Fridays: organising your to-do list

I want to try sharing really short, quick tips here. The idea is that they will be quick and easy inspiration for your weekend.

I typically break up my weekend to-do list into errands (out and about), house stuff and relax.

Under the house section, I have things that are always on there (laundry, menu plan, etc.) and then I add one or two quick things – like declutter my nail polish or tidy the storeroom. In my head, these things are about 15 minutes (if they’re not, don’t tell my brain because that’s how I trick myself to actually go do them)

For this weekend, grab a notebook or your phone’s notes app and walk around your house. That’s it.

Walk into each of the rooms and note what needs sorting out. As an example…

Bedroom – declutter sock drawer, tidy nail polish, clean gym shoes, declutter t-shirts.

When you’re done with your list, you’re done.

But…. if you do feel motivated, please pick the one thing that will feel most satisfying to have done, and do it.

3 things that are working for me these days

(and by these days I mean January!)

This list could change next month but this is what’s working for me at the moment. I’m fully back at work – this month we’re in the office two out of five days a week, the kids have both had their first week at high school (and were exhausted!), we are adjusting to them having phones and we are dealing with constant (stage 4 – 6) loadshedding.

1. Getting inspiration for meals by actually walking around the supermarket
I go through periods of severe non-inspiration where I cannot even think what I’d like to eat, let alone cook. I am also someone who needs lots of variety in their meals. Add to that the fact that I don’t do the food shopping and Dion online shops all the time.  

I read a book last year, Creative You, which talks about creativity and your MBTI type. I get creative energy as an ESTJ by experiencing the world around me by touching, seeing, smelling, etc. I need to remember this and schedule food shopping dates maybe once a month. I’ve been hot (we have had weather in the 30s C) and with loadshedding, I just have felt so uninspired. The book is excellent for many other reasons and I highly recommend it!

Yesterday though we went for a quick vegetable shop and just strolling around the supermarket (in the blessed aircon!) for 20 minutes inspired me so. I returned home and made a menu plan. It felt so easy!


2. Having a weekly 30-minute power hour to update my lists
I used to schedule a weekly planning session and somehow that has fallen by the way sometime during the last two or so years.

But I’m bringing it back (I might do 23 minutes just to be whimsical). This block of time is to update any books I’ve read in my book bullet journal, update my diary, check on my goals, and update my line-a-day journal.

I find Sunday afternoons work best for this, just before the supper/ getting ready for the week rush, because after supper, I want to peacefully read.

3. Accountability for exercise
I’d got out of the habit of going to my Wednesday evening Zumba class around September/ October. I didn’t enjoy the class as much as I used to and then I was too busy to look for another one.

Well, there’s one thing loadshedding’s good for – my gym opened up memberships to all clubs even if your membership is only at a specific location.

When I found out, I contacted my old Zumba instructor, checked logistics, and told her I’d be in her class on Wednesday evening, and I was.

It was so good and afterwards, I told her that I’d be there every Wednesday as long as this loadshedding lasts.

What’s working for you these days?

Rest 22 in 2022 – my update

Last year Gretchen Rubin‘s challenge for her podcast listeners was to #rest22in2022.

rest 22 in 2022

Here’s my introductory post and how I thought it would go… and then here’s where I was assessing things after the first quarter. When I read those two posts I realise that 1) I really tried to be intentional about it and 2) keep evaluating what was working and what wasn’t.

Still, it was my worst project to date 😉 and I gave up on it properly during the first week of May. For the rest of the year, I used the tracker to track my workouts so that I didn’t waste the paper!

Why was it so hard for me? Surely, as an upholder, I should have just scheduled my rest and got on with it.

Well, one of my coaching clients pointed something out to me – the idea of rest was too nebulous for me. Exactly right! I couldn’t quite get a handle on what it looked like for me and, if you’ve come on the Four Tendencies course/ had a coaching session with me, you know that upholders need clarity.

I didn’t have clarity.

When I decided to finally abandon the project, I told myself that I am sleeping well, I read daily and I do enough “restful” activities like spending time taking photos, connecting with friends, etc. and that will just have to do for rest. But no more tracking.

And so I could release the idea of doing #rest22in2022.

Tell me, because I know many of you are experts at resting, how did the year of rest work for you?

7 mantras to help you be happier at work

Would it surprise you to know I have many? I even have a little notebook on my home desk to write down my words of wisdom 😉

Here are some of my work mantras:

💛 You can do anything for 15 mins (works for any task you’ve been procrastinating!) – @the_flylady

💛 Delete emails with abandon – the “filler”, stuff you’re copied on that you don’t need and things you’ve responded to. I wonder if Microsoft Viva can tell me how many emails I delete in a day or week 🤷🏻‍♀️

💛 What is the most important thing to do right now? (Hint – it’s almost never the same thing other people want you to do)

💛 Do the right thing always. Your integrity will speak for itself.

💛 Stay present and in the moment (turn off WiFi on your phone for your deep work sessions; if you’re in a meeting, close Outlook, focus and pay attention). You will work faster and be way more productive (the joy of monotasking) and… people like to feel like they’re listened to.

💛 Outer order, inner calm. If you’re like 60% of the population and you’re feeling frazzled and overwhelmed, tidy your desk.

💛 Work is all about relationships. I ran a Four Tendencies session for work colleagues last night and I started by saying… “this session can help that work relationship you battle with”. Everyone laughed because it’s true.

What are some of your work mantras?

{Time} 3 things I do that help my productivity

I adored reading this blog post from Ramit Sethi. It’s one of my favourite blog posts of all time.

One of the main things that were insightful for me is that fundamentals are first, second is psychology and third are the details. Most people focus on the details when they actually need to start focussing on fundamentals.

Fundamentals are things like sleeping enough, psychology is being able to say no or set good boundaries, and the details are what type of notebook or app or calendaring system I use to plan my life.

In that post he actually says that we need to focus on those details only 10% of the time and I had an aha moment or two.

Because seeing the % split like that puts things in perspective, and also I’ve been subconsciously focussing on a lot of it already.

I thought it would be fun to share 1 thing in each of those areas that I do, and then you can share your things too.

Fundamentals

What I do: I sleep an average of 7 hrs 30 a night. You all know I diligently track my sleep because when I stop measuring, it all goes off track.

In this category we also have environment, soul care and exercise, in addition to managing your stress.

Psychology

What I do: I have very good boundaries and I know when to say yes and no.

Also in this category is knowing if you’re a time optimist or realist, and unplugging from social media when it starts being detrimental for you.

Those top two areas aren’t very exciting but they’re so very necessary.

Details

Well, you know I’m doing a hybrid this year of my bullet journal and my shining year planner. And then I added a gorgeous purple moleskine. My favourite pens are both Pentel energel and Pilot G2. Lately my absolute, super favourite pen is my metallic violet Pilot G2, which you have seen in almost all my instagram posts the last month or two 🙂

Over to you!

What do you think about the triad of productivity?

What are the things you do in each of those three areas? Very curious minds would love to know!

First published 21 Aug 2017

How to use the one-minute rule at work

We’ve spoken before about the one-minute rule. We also talked about ways to use this rule at home.

What about at work?

Here’s how you can use the one-minute rule…

with your emails

  • if you’ve opened and read the email, and don’t need to refer back to it, delete it 🙂
  • if you need to delegate, forward it so that other people can work on it while you go through the rest of your inbox
  • decide there and then on your next action step and quickly type into the beginning of the subject line READ/ MEETING/ TALK TO ___ so that when you’re ready to work, you know exactly what to do next

in meetings

I like to write my meeting notes on the top 70 – 80% of the page and leave the bottom section for actions, OR sometimes there’s so much being said, I just write notes and later as we summarise, I allocate actions and I write the initials of the person in the margin. Now for the rule…

  • do your quick actions in one-minute bites immediately after a meeting
  • many actions are multi-step actions but you can always do the very first step even if that first step is just to allocate a block of time to work through the actions (“actions from XYZ meeting”)

with daily or weekly planning

  • if you’re a daily planner, start the next day’s to-do list page and keep it ready
  • as things pop up, add them to your list so you don’t have to keep it in your head or on random sticky notes in your notebook
  • the same principle works for weekly planning but since I don’t know if I need two more pages to close off the week or eight, I use a long post-it note for next week’s actions. When I’m then ready to make my actual weekly list, I have all my priorities in one place.

How do you already use the one-minute rule at work? Can you think of where you could use it?

How to use the one-minute rule at home

Have you heard about the one-minute rule? Even if you haven’t heard it referred to as such, I’m 100% sure you know of it.

What is the one-minute rule?

You take one minute to do something now rather than putting it on a list (mental or physical) to do later.

Why does the one-minute rule work?

It is quicker to take the time to do it now rather than in the long run because you have momentum.

Yes, it is sometimes annoying to take 60 extra seconds but I love thinking about my future self not doing something later 🙂

Let’s talk about some examples in your home:

Kitchen

  • Put food items away and wipe down the counter before having your meal
  • Take freezer items out when you think about your evening meal
  • After your shopping is packed away, take your reusable bags to your car or put next to the front door immediately. Don’t expect to remember them later – we all have friends with 27 bags in their kitchens that keep buying more when they’re at the grocery store.

Bathrooms

  • Spray down your basin and give it a quick clean with a sponge or those new-to-me cloths with microfibre on the one side and a scourer on the other.
  • While you’re at it, give your toilet a quick swish and swipe (a la Flylady)
  • Hang up your towels and put your laundry in the hamper immediately after showering rather than later

Lounge

  • Take a minute to straighten the cushions and put the remotes and coasters back in position rather than having to straighten up the following day.
  • Take all the mugs and glasses (and plates, if you allow eating in the lounge!) back to the kitchen.

Where do you use the one-minute rule at home currently? Can you think of some examples where this might work for you?

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 🙂

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