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)

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