Scheduling and tracking important but not urgent items

Clearly my system for catching questions is not great because Laura left this question for me ages ago.

I have a question relating to calendars.

Do you have a system for regular things that you would like to but don’t want to schedule per se? So, for example, your walks. Let’s use the scenario that you want to go for four walks a week but you don’t want to schedule them all out in advance, you just want to do them at any given time during the week.

I know one option is to write when you have already taken a walk. But what kind of chart/note/system might help you track things like this? Now when I use the example of a walk, it could be anything- eating more fruit, three handwritten notes a week, declutter one room per week, etc. Just about anything that you want to do but don’t necessarily know a month ahead what exact day you want to do it. (this comes into play daily for me in my work with the dorms – snacks to give out, kids in for one on one time to play, kids in to eat a meal with me, sleepovers, etc.). So I know I want to give out snack 4-5 times a week but I don’t want to schedule the days a month ahead. It’s when I have the money/time/energy/food available.

I want to point out something very important here:

These are all important things (to you) but are not urgent. No-one’s going to say, “oh! you didn’t declutter that room” or “why didn’t you go for your walk this week?” which means they’re your goals.

In Gretchen Rubin language, these are inner expectations and if you know your tendency, people who don’t have any trouble meeting inner expectations are Upholders (I’m an Upholder) and Questioners. Obligers and Rebels have the most trouble with inner expectations, and let’s face it – no rebel reads my blog 🙂 So really, I’m talking mostly to obligers, and others looking for a tip to improve their already strong goals game.

I have some ideas, but you’ll need to ask yourself a question first.

Do you do weekly or monthly planning?

Laura mentions weekly a lot so I’m guessing she’s a weekly planner like I am 😉

When I read the question, I immediately thought of three examples from my life: reading goals, friend goals and blog writing goals.

Reading

Because I know I’m a weekly planner, I know I need to read one book every week, and at least two others over the month, to reach my monthly goal of 6 books.

I ask myself: when am I most likely to get this done? That is definitely on the weekend.

So this item of reading a book goes on every weekend to-do list (you can go back and check my instagram – you’ll see :))

I do read every day so to get in another book every two weeks is not difficult for me.

Friends

I like to connect with at least 5 friends a month. There’s usually a group (more than 1) one in there, so in my mind, I have to have a plan once a week, usually during work lunches, or a tea time just after work.

I don’t mind when so when I do monthly planning, I will reach out and schedule something every week.

Blog writing

My goal is always to write 3 posts a week even when I only publish 2, specifically for those times when things come up and I have no chance to write.

While I prefer to write on Monday evenings, it doesn’t always work out, but the item is on my weekly list, so I check in on my energy levels and when I feel like it, I’ll write the post/s.

Some weeks, I’m not particularly motivated, but I remind myself that (1) I’m unlikely to want to do anything intellectually strenuous on the Tuesday (I have two dance classes), and that (2) my energy from work is likely to flag as the week progresses, so I just need to start (that’s usually enough for me because once I’ve made a start, I’m good).

To summarise:

  1. Know when you’re most likely to be able to do it
  2. Work with your energy/ capacity and when you do have the time and energy, use it.
  3. I don’t schedule these tasks on a specific day (unless it involves another person/s) but I do have weekly goals.
  4. I write these on my weekly goals list. Just glancing at my list on a daily basis helps to keep me focussed. You may be the same if you’re an Upholder. If you’re an Obliger, get yourself some external accountability.
  5. If you’re a monthly/ daily planner, basically the same things apply except glance at your list every day and see which you can add to that day.
  6. If you have a daily habit that you’re tracking, like to eat 3 pieces of fruit daily, then I suggest a separate page in your bullet journal, or write a line item in your weekly goals page (there’s one in my freebie Time Management pack) with 7 spaces and tick it off daily. You may have to set a reminder at the same time every day, or multiple times per day to get you going.
  7. Don’t freak out if you “fail”. It only means you need to try a couple of other things to find what works for you. There’s definitely something out there.

How do you schedule the important but not urgent things (your goals)?

Did something particularly resonate with you? Care to share?

Do you set goals weekly or monthly?

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