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.

{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.

{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.

{Four Tendencies} How two upholders broke the rules and what this means for you

It’s no secret that I’m an upholder. What many people don’t know except the 200 that have been through the Four Tendencies workshops with me is that Dion is also an upholder.

He leans toward obliger and I lean toward questioner.

This generally means we understand each other well but there are still some points of contention as he will sometimes meet outer expectations over inner and I, of course, meet inner expectations first.

Our kids had one week’s holiday from school. I tried to book a beach holiday for this particular week and the agency we use told me that ALL the holiday units were booked. All of them.

That started me thinking. Our kids are at school only 3 times a week so could we not go on holiday the week schools went back instead? That’s what ended up happening after I convinced Dion that 1) we all needed a holiday 2) the kids are bright and will catch up and 3) low season rates.

We booked flights and accommodation and told nobody about our plans. Honestly, I was scared of having to explain why we were breaking the rules.

When I told a friend that I was planning to ask the teachers for the homework, she told me that I was crazy. “When you’re breaking the rules, you don’t ask for permission; you just do it”. She’s a questioner.

In the end, I just felt better doing things my way so I wrote emails to each class teacher and to the school, not asking for permission but stating the facts and sending an assurance that we would ensure the kids caught up on all their work.

That whole day I was twitchy inside (gosh, being an upholder is hard work!) until the kids came home. Both teachers replied and said a version of, “no problem; we’ve sent some work home”. 

And so we went on holiday, the kids did some homework (Kendra did a total of probably two hours over the week while Connor came home and did everything required that very day) and went back to school as if they’d been there all along.

Are you shocked? I would be. If you’d told me a year ago that I would take my kids out of school to go on holiday, I would never have believed you. And yet, this is one of the best decisions of the year.

I want to point out a few things about the Tendencies:

  1. It’s very useful to know why you behave the way you do (pandemic stress and the realisation that breaking a rule safely now and again is okay)
  2. It’s important to manage any stress/ anxiety in a way that works for your Tendency (writing to the teachers, ensuring the kids did their homework)
  3. I could absolutely not do this kind of thing regularly (this is year 6 of their schooling and the first time they have missed even one day of school) – upholders can seem rigid and inflexible as a result. This is true and absolutely fine with me 😉
  4. I asked the kids several times if they were worried about being away from school and missing work, and both my Questioner and Rebel said the same thing, “definitely not, Mummy. We’re on holiday!” My little rebel even said, “just relax, it’s all fine” 😉

I no longer offer Four Tendencies workshops but I do offer 1:1 Four Tendencies coaching which I’m starting to love even more. Read more about the Four Tendencies framework and how it will benefit you here. I have a special handbook to help you prepare beforehand, which means we then use your actual coaching time to talk and work through your particular challenges and goals. The ideal Four Tendencies private coaching session is 75 minutes long for $75, but if you have a smaller budget, I go right down to $50 for 50 minutes. Email me to book your place.

If you feel twitchy inside about anything (pandemic, kids going back to school, you going back to work, any relationship issues, etc.), consider these questions:

  1. what is my tendency? take the quiz here
  2. why do I feel this way as an upholder/ obliger/ questioner/ rebel?
  3. with my tendency in mind, what can I do to ease my level of stress/ anxiety?
  4. (if it’s a repeating event), what will I do differently next time so I have a better result?

{time} DREAM method to organise time

time

D – Decide on the vision for your time

What do you want your day, week or life to look life? What do you want to include? More importantly, what don’t you want it to include?

R – Remove everything (for now)

When you remove everything non-essential from your schedule, you can see exactly what time you have to spend on the things that most matter to you.

2020 diary

E – Eliminate the non-important and non-urgent

Remember the important/ urgent matrix? Eliminate the non-important and non-urgent. You’ll find your time freed up to spend on important things.

A – Arrange your schedule in a way that works for you

We are all different and we therefore have different preferences and energy styles. If you’re a lark, go to gym in the morning or get up and do your reading then. If you’re a night owl, sleep in and do everything possible at night.

2020 diary

M – Maintain your priorities

  • Do a form of weekly planning on a fixed day every week and write down three priorities for work, personal and home (or whichever categories you prefer).
  • Use an Eat the Frog list daily to keep on track.
  • One in, one out – if you add a new commitment to your life, you probably need to remove one if you didn’t already have blocks of available time.
  • Review your monthly calendar periodically to make sure your priorities are well-represented.

That’s it – that’s how you use your DREAM method to organise your time.

Does your time need a revamp? Do you find yourself busy but not filling your days with what matters to you?

Would you like to book a time makeover coaching session with me specifically dedicated to getting more of what matters to you in your days, weeks and months. Send me an email and let’s set it up.

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