{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.

{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.

Free printable 2014 monthly calendars

Laura Anderson commented on Facebook that she’s taking a hodge-podge of my organising ideas and making them all into one for her.

I’m ALL for that, Laura, since that’s how I roll too 🙂

One thing that has worked so very well over the last couple of ideas for me is a monthly calendar at a glance.

I actually buy a “nice” one from CUM books with some pretty pictures on the top and the monthly calendar at the bottom.

This one is used to mark off when the gardener comes, when the kids have appointments, when they stay the full day at school (I have to pay extra for those days so this helps me to remember at the end of the month), etc, etc.

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This is an iphone photo for instagram and I was trying to show the whole wall 🙂

And then I look for a nice one on the blogs (thank God for all the clever design people!), download that one, and that becomes my business/ blog planning calendar for the month which hangs in my study.

I usually use the one from Creative Mamma because I love her fun but clean and simple design style. And I love the one page on an A4 sheet.

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This is the calendar I used this year for my business planning

(PS Confession – I think this is quite clever but you might think I’m cheap – I printed an extra copy which we use for star charts. I put a sticker over the month with the kid’s name and we just keep replacing them. One kid fills a month of stars in about a month… and another does so in two weeks… and then they earn a treat like a smoothie :))

Here is the link to the 2014 one. You’ll also find all the months on a single page, and smaller versions of the monthly one.

If you want something different, click on this Pinterest link and browse around

Do you use any monthly calendars in your home?



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