Do This Before Annual Goalsetting (Your Year in Review)

Do This Before Annual Goalsetting (Your Year in Review)

How has 2022 been for you? What went well? What could be improved? Did you reach your business and life goals? What will you do differently next year to grow further?

Before you do 2023 annual planning, it is a valuable exercise to close out the year and prepare for the new one by reviewing your goals, habits, and routines. Follow the steps below to review and reset for continued success.

1.    Reflect

Look back on the past year and answer reflection questions such as:

  • What did I accomplish this year?
  • What am I proud of?
  • What am I thankful for?
  • What should I celebrate?
  • What will I continue to do that contributed to my success?
  • What were my challenges this year?
  • What could/would I have done differently?
  • What is one thing I could do to improve next year?

Set aside focused time to write your answers to these questions. You may be surprised at what you learn about yourself, your systems and habits, and how to address challenges in the upcoming year.

For example, during my Year in Review, I realized I am not diligent about scheduling time into my calendar at the beginning of each week for the “important but not urgent” tasks and projects. I, therefore, have not made the progress I wanted on many of these projects. I need to create a routine of setting aside time each week, just as I do with my exercise, before I build in other tasks and appointments. This will now be part of my planning process for 2023.

2.    Review Your Annual Goals

The second step in your Year in Review is to review the status of your current year annual goals – both professional and personal. What goals are complete? What contributed to that success? Do you have goals that are not complete, or were not even started? If so, what challenges prevented their completion? Or perhaps there was a change in priority or focus during the year. Determine which of these goals should remain for the upcoming year and write any notes to carry into your 2023 annual goal setting.

3.    Analyze Your Habits and Routines

How did you do on your goals and progress related to your defined habits this year? Review your habit tracking tables and schedule time to reward yourself for any goals reached. Will these habits continue or grow?

For those habits that were a struggle, analyze the reasons and what needs to change in the upcoming year. Do you understand the deeper “why” for the habit? Do you have the right tools in place? Do you need an accountability partner or coach? Determine the habits you will stop, continue, or update for the upcoming year.

Similarly, review your current routines (or routines you had hoped to establish this year). Look at your morning, start of day, end of day, and evening routines. How are they working for you? Do they need to be adjusted or reset? Establish the routines you would like to implement in 2023.

To help you with your Year In Review, I have created a downloadable template to walk you through the process. Click below to have it emailed to you.

Year in Review Template

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You can also find this template, along with other valuable planning exercises and templates, at ProActionPlanner.com. Get them soon as they will only be free until the of the year.

If you’d like assistance with review and reflection, the goal-setting process, or in setting up systems for success, contact Lori at Life Made Simple or schedule your free 30-minute consultation. I’d love to help!

Goal Setting is Hard

Goal Setting is Hard

I have a confession to make. Months went by this year before I finally took focused time to set my annual goals. While I help others to do this daily and understand the importance and benefit of annual goal setting, I was not able to complete the task for myself.  I took some time to reflect on my reasons for procrastinating on this task, which helped me to work through and complete the process. Following are a few reasons you might find goal setting difficult as well as some tips and resources to make it simpler.

1.    The goal, outcome, or supporting actions, are unclear.

Too many times, I have gotten hung up on taking action because the end result, or the full range of steps I need to take to get there, is not completely clear. I have to remind myself that taking some action is better than nothing at all. Often, as you start to take action the goal and end result becomes clearer.

In his article, The Goal is Not the Point, James Clear says: ” In other words, your goal becomes your compass, not your buried treasure. The goal is your direction, not your destination. The goal is a mission that you are on, a path that you follow. Whatever comes from that path—whatever treasure you happen to find along this journey—well, that’s just fine. It is the commitment to walking the path that matters.”

When the goal or destination is not clear, consider your goal a direction you are heading, and clarify the end result as you go.

2.    Setting big goals is scary.

There are many fears that can hold us back from setting and achieving goals. “What if I fail?” or “What if I succeed? Can I handle it? What comes next?” Perhaps it is a fear of change or a fear of losing control that is holding you back. In times like this, you must ask yourself, “What happens if I don’t try?”

Are you willing to live with more of the same? The status quo? Or are you willing to accept some risks and potential challenges in order to grow and achieve more? What great things might happen, for yourself and others, if you succeed? Take time to evaluate your fears. Learn what is driving the fear and anxiety in order to push forward. You may find that you even enjoy the journey.

3.    Goal setting has not been successful in the past.

Last fall I was presenting a course on procrastination. When discussing potential reasons for procrastination, I shared that we often fail to take action when the end goal is unclear. An attendee raised her hand and asked, “What is the point of setting goals? It never works.” I challenged her to think more deeply about her hesitation toward goalsetting. I asked if there was possibly something else holding her back. After the presentation, we talked further, and I learned that she had worked for large corporations most of her career. Those companies would go through the annual goalsetting process, but it would end there. Management would not follow through or follow up on the actions required to achieve those goals. Goals were not reviewed regularly. Employees were also unclear on how the company’s goals tied to their own vision and goals. The lack of a full system for goal setting and implementation caused it to fail, and employees no longer trusted the process.

If goal setting has not been successful for you in the past, reflect on the true reasons for this. What can be done differently to improve your chances of success? There are many tools and tips to support individual, team, and company goalsetting. The systems and processes used need to work for everyone involved. Below I share additional resources for successful goalsetting.

The potential reasons for avoiding the task of goal setting are not unlike the reasons for procrastinating any task. The first step is working to understand your unique reasons for avoidance and then to find the right tool and process for you and/or your team. There is no doubt you will grow and achieve more.

Additional Resources for Goal Setting

Goal Setting: A Scientific Guide to Setting and Achieving Goals by James Clear

Mastering Time Management: What To Do Before the To-Do List by Lori Vande Krol

Do You Have a Lot of Big Goals? Focus on What You Know and Love by Lori Vande Krol

The Superman: Goal Achieved by Lori Vande Krol

The ProAction Planner™: a system to turn your annual goals into action throughout the year

FREE DOWNLOAD: Use the button below to receive a free Annual Goal Setting Template

Annual 5W1H Goalsetting Template

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It is not too late to set your annual goals for this year! If you’d like assistance with the goal-setting process, or in setting up systems for success, contact Lori at Life Made Simple or schedule your free 30-minute consultation. I’d love to help!

From Friction to Flow

From Friction to Flow

Recently on a beautiful Sunday afternoon, I decided to join my husband for a bike ride. We filled the tires and water bottles, put on our helmets, and headed out. I felt a little extra resistance while peddling up the hill out of our neighborhood and thought, “Ok, this is hard. I think I just need to warm up.” As we pedaled on, I continued to feel that the ride was much more difficult than I expected. I couldn’t keep up with my husband – it seemed even when he wasn’t peddling he was going faster than me – and I was already out of breath. Thoughts that were going through my head during this time included: “I thought I was in better shape than this.”  “I work out more than him…why can’t I keep up?” “Is biking really that different than my regular workout?” “What is wrong with me?”

After over three miles of this, it was time to turn back for home. We stopped so I could catch my breath and get a drink of water and my husband said, “Are you sure there isn’t something wrong with your bike? Maybe your tires?”  I responded that it felt like it was riding fine and I didn’t hear any strange noises or rubbing, but let me get off my bike and check just to be sure. Lo and behold, the front brake was snug against the tire. I had basically been riding with the brakes on! After a few minutes, I figured out the problem, fixed it, and we rode home in about half the time it took us to get there – a much more enjoyable ride.

What does this somewhat embarrassing story have to do with productivity?

How many times in your life are you pushing against some sort of friction without realizing it? What could be made easier and more enjoyable if you stepped back and really analyzed, and addressed the issue? Often, we are so engrossed in day-to-day life, information, and tasks that we fail to really consider what we are doing. It is vital that we regularly take time to review and reset. In his book Essentialism: The Disciplined Pursuit of Less, Greg McKeown asks “Is there a point at which doing less (but thinking more) will actually produce better outcomes?” My response is “yes”! And my sore legs would agree.

Below are three simple steps you can take to minimize or alleviate the friction in your life and career.

1.      Take Notice

Pablo Picasso said, Without great solitude, no serious work is possible.  It is important to take focused time regularly to review your actions. Are they intentional? Do they reflect your priorities? Are you in control or are you letting others define your schedule and tasks? Are there processes, projects, or tasks that could be done more efficiently or effectively? A regular review might include the following questions:

  • What is going well for me? How can I continue this?
  • What do I not enjoy? What are my challenges? What can I stop doing? What can be made simpler?
  • What do I most enjoy? What do I look forward to? How can I do more of this? What might get in the way?

This reflection is much easier to do if you are clear on your vision, priorities, and plan. For more on this, see my June 2021 blog, Mastering Time Management: What To Do Before the To Do List.

2.      Identify the Issue

When you take focused time to reflect and review your priorities and related actions, it becomes simpler to identify any issues that are holding you back, getting in your way, or causing unnecessary friction. Maybe it’s a process, tool, or system that isn’t working optimally. Perhaps a colleague, friend, or family member is causing tension or stress. Or maybe it’s the position, company, or career you are in. It may even be a medical issue that has been overlooked resulting in lower productivity, and higher stress and anxiety.

If you are reviewing systems and processes for a company or team, identifying issues can entail a full-blown workflow analysis to find areas for automation, unneeded duplication, or improvements to technology, training, and communication. More often though, it just takes quiet, focused thought or journaling to pinpoint obstacles towards reaching your goals. Identify them and write them down.

3.      Create Change

How will you minimize or alleviate the issues you have identified above? Consider any resources needed to support the change as well as your own habits or actions that need to change. What will you do differently going forward to reduce the friction or obstacles keeping you from success and enjoyment? Making a full plan for success is great, but sometimes you’ll need to just start with one small action step. Then, take another and another. Change can be hard, but the increased joy and success will be well worth it. And, you will likely reach your goals much quicker than you would have otherwise.

As my husband and I drove our bikes back into the garage, we found our daughter waiting for us to leave for her soccer game. Since the bike ride took much longer than expected, we were almost late. I realized then how much the friction I was working against for the first half of the ride impacted more than just me. It also caused stress for my daughter and potentially her team and coach if we were late. While I wish I would have stopped to evaluate the situation sooner, the fact that I did eventually stop to (1) take notice, (2) identify the issue with the brakes, and (3) create change by working to fix it, allowed for a much more enjoyable ride home, and we arrived at pre-game warm-up just in time.

The Best-Laid Plans of Mice and Men…

The Best-Laid Plans of Mice and Men…

I had a blog ready to post this month but changed my mind at the last minute. The original blog I wrote focused on the importance of tying a clear vision, goals, and priorities to your daily to-do list. While I still think this is vital to making sure you are working on the right things each day, I decided to put that blog aside until next month. What has been coming up over and over the past week, that I felt more important to share this month, is the fact that no matter how much we plan and prepare, life often throws us curve balls. I’m sure no one would argue, especially in the environment of the past year. So, why even plan at all?

Why Plan?

Planning takes time. It requires difficult decisions. Good planning also creates the need to know your vision, goals, and priorities. Some people may determine the time and effort isn’t worth it…life doesn’t go according to plan anyway, right? But without a plan, without the knowledge and clarity of who you want to be, where you want to go, and how you will get there, the odds of reaching your goals are very low. Without a plan, the stress of the unexpected and the unknown is much higher. Without a plan, you are reacting to the needs and changes around you without intentional thought and value-based decisions.

With a plan in place, you gain more control over your days, your weeks, and your life. A plan puts systems and boundaries around the chaos. Barbara Hemphill, a mentor and leader in the productivity industry, says “Control what you can, so you can cope with what you can’t.” Planning provides you with this control. When the uncontrollable occurs and you are required to “pivot,” you can do so with a great deal more confidence that you are making the right choices. The stress and overwhelm that often results from change is much lower. Your original plan is adjusted, not forgotten, so you will continue to progress towards your vision for success.

Characteristics of a Good Plan

How do you create a plan that allows for the unexpected or for a change in direction? Following are the key features of a good plan:

  1. It ties to your life and career mission, vision, priorities, and long-term goals,
  2. It is written. Studies show writing something down makes it more likely to happen and allows for better processing, so pen to paper is ideal, but getting it out of your head and in digital form is better than not getting it down at all,
  3. It leaves room for flexibility. In other words, don’t plan every minute of every day.
  4. It is reviewed and reset regularly.

Stay tuned for next month’s blog as I dive deeper into #1 above which is the key to creating the best plan for YOU.

If you need some assistance with creating or adjusting your planning process, I’d love to help. Click to learn more about my Productivity Coaching plans.

 

You Don’t Have to Make Your Bed…Unless You Want To

You Don’t Have to Make Your Bed…Unless You Want To

One of the most controversial topics I’ve posted on social media has been whether or not it is important to make your bed every morning. I admit to not being a daily bed-maker (sorry Mom) and was excited to share this article by Tim Denning backing up my decision, albeit written more aggressively than I would have (e.g.“This is stupid advice. Don’t follow it.”) But I do appreciate the author’s point of view to focus on larger tasks first thing in the morning before you are worn out by the day’s events. Mr. Denning argues that making your bed won’t change the world, but other tasks can. My post was met with support by fellow “non-bedmakers” including successful leaders I think highly of. But I also heard from “daily bedmakers” I respect and admire, including my mother, who are passionate about their decision and reasons for making their beds daily.

During a 2014 commencement speech given at the University of Texas by Naval Admiral William H. McRaven, Admiral McRaven explained the importance of a perfectly made bed during basic SEAL training. He ended this section of his speech with, “If you want to change the world, start off by making your bed.” Honestly, who am I to argue with the former commander of the U.S. Special Operations?

How then, can these completely opposing views about the importance of this simple task in our daily lives both be right? Let’s dig a little deeper.

Why You Might Make Your Bed Every Day

An unofficial poll on one of my social media accounts gathered several comments as to why the “bed-makers” take the time each day:

  • “Starting out the day with a simple completed task sets me up to do better during the day. If I don’t do that first task then pretty soon everything just feels overwhelming so why do anything.”
  • “I think [not making your bed] sets up for a too relaxed way of living.”
  • “I love the feeling of coming into my bedroom and having everything clean and nice looking. I feel like it helps my mind relax at night and feel less cluttered.”
  • “It’s a simple thing I can do while my brain is still fuzzy (and not yet ready to tackle big things) and it sure feels good later in the day.”
  • “The best part of making the bed is climbing into a nice crisp bed at night. I don’t want YESTERDAY covers!”

But what if this isn’t true for all of us?  Let’s take a look at the other side of the story.

Why I Don’t Make My Bed

I was brought up to feel that making my bed was just part of the daily routine – you shower, get dressed, brush your teeth, and make your bed. So as a young adult, I continued to make my bed every day. But then I got married and my husband didn’t make the bed. When I asked if he would chip in every once in a while, he told me, “I don’t make the bed. My grandma taught me it needs to air out.” What? At the time, this sounded like an interesting made-up reason to not take responsibility, but I’ll get back to that. Without my spouse taking on his share of the task, I started to wonder how important it really was and soon began to periodically skip this daily activity.

Then I had children, started my business, and began working at home. I found that I could spend half of my day picking up and cleaning the house before I even “got to work.”  I had to discipline myself to let some of it go, and bedmaking became one task I was okay giving up. Today, I make the bed fully only when someone is coming over, on cleaning days, and on rare days when “I just feel like it.” Most days, I just throw the comforter up over the pillows and call it good.

What I found over time is that it really didn’t matter. I could walk out of the bedroom and into my office and feel just as productive whether I made my bed or not. But recently, during the COVID-19 quarantine, I learned I have a different “productivity trigger” when working from home. I need to wear makeup. I learned this when my daughter walked into the bathroom while I was getting ready for the day and said, “Why are you putting makeup on?”  I responded, “For you guys, I guess.”  As I thought more about it, I realized my family doesn’t care if I wear makeup (they’ve seen me at my worst), but I do. Putting on just a minimal amount helps me to feel more awake and energized which leads to more productivity.

Obviously wearing makeup isn’t going to be the trick for everyone – we are all motivated and energized by different things. If you can’t jump immediately into a “change the world task” first thing in the morning, as Tim Denning suggests in his article, what small action can you take each day to increase your energy, motivation and productivity? Perhaps it is making your bed or putting a little makeup on. Or it may be something completely different such as a morning jog, journaling, or meditation.

Read The Following At Your Own Risk

A few years ago, I decided to look into my husband’s claim regarding beds needing to “air out” each day and guess what? There is actually some truth to it. You may regret reading what follows, so continue at your own risk. The article The Reason Scientists Say You Shouldn’t Make Your Bed cites research from a 2015 Kingston University study when it states “making your bed in the morning traps in dust mites that have accumulated overnight and provides a breeding ground for allergens that can exacerbate asthma and allergies.” I’ll spare you the more gruesome details (check out the article for this), but according to the Simplemost.com article, making your bed first thing in the morning traps in moisture, allowing your bed to be a home for up to 1.5 million dust mites. If you leave your bed messy, however, the mites are exposed to air and sunlight, which causes them to become dehydrated and die out. So for those that are not daily bed-makers, you may actually be healthier because of it.

What Works For You?

I’d love to hear what is or is not included in your morning routine that helps you have a more productive day. Has your time at home during COVID-19 changed your morning routines or habits? Share a comment below or reach out via email.