Are Habits the Missing Piece in Your Productivity Puzzle?

Are Habits the Missing Piece in Your Productivity Puzzle?

Do you ever feel like you’re spinning your wheels—busy all day but never quite moving forward? Many of my clients come to me for exactly that reason: they’re craving structure in their personal and work lives that feels supportive but not stifling, and they don’t know where to start. The key is to create a schedule built from habits and routines that support your priorities. It sounds simple, but creating your ideal schedule takes more intention than you might think.

First, Get Clear on Your Priorities

Whenever I begin work with a client, we spend time defining or reviewing their Mission, Vision, and Goals – the first 3 steps in the ProAction Process™.  Without this, it is difficult to know which habits and routines will move you towards happiness and success. Once the priorities are clear, and we have a basis for what’s most important, we can then dive into the fun stuff – creating the structured schedule. And, the first action towards determining an ideal, supportive schedule is to define habits and routines.

Define Your Habits

Think of habits as the puzzle pieces towards reaching your goals and creating your vision. Once you are clear on your priorities, these puzzle pieces will fall into place. You can then more easily define which habits you want to cultivate—and how often you want them to show up—then you can stack them into daily routines and weekly rhythms that feel natural. Before you know it, your vision will start to form. Without that clarity, plans and schedules can end up overcomplicated, overwhelming, or unsustainable.

The Habits Frequency Framework

To help my clients get clear on their habits, I use a simple framework. It breaks habits down into four categories based on frequency:

  • Daily – the habits you want to anchor your day with (e.g., journaling, exercise, reading)
  • Weekly – the habits that keep work and life on track but don’t need daily attention (e.g., team check-ins, sales calls, meal planning, phone call to Mom)
  • Monthly – the habits that add intentionality and prevent things from piling up (e.g., filing/scanning, reviewing goals, networking events, date night)
  • Annually – the habits that create traditions, resets, and big-picture reflection (e.g., yearly retreat, tax prep, mission and vision refresh, holiday party)

This frequency-based approach makes habits feel less like a mountain to climb and more like the puzzle pieces you can place where they fit best.

I recently worked with a client, Lilly, who was overwhelmed with work and life. She was working nights and weekends just to keep up, barely seeing her family, and she never felt like she could get ahead and look forward. After clarifying Lilly’s priorities, we determined that she was trying to do too many things. She pared back her focus and built habits and routines to support her current, highest priority goals. By defining a habit to review and reset her goals (quarterly and annually), Lilly became more comfortable letting other projects and tasks wait.

Her shorter-term habits (daily, weekly, monthly) were then focused on actions that supported her more immediate goals and priorities…like attending 2 events per month that targeted a specific client-base, blocking time each week to finish her e-book, setting aside time on Sundays to meal plan, scheduling a family outing once per month, and getting to bed earlier every day.

Click below to grab the simple, fillable template I use with clients to map habits by frequency—it’s the perfect first step to designing your own ideal schedule.

Habit Building Template

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Build Your Routines and Schedule Them

Once your habit list feels right, it’s time to build routines and schedule them. Daily habits shape your beginning of day and end of day flows. Weekly ones find their home on specific days. Monthly habits might get anchored to a certain date each month. Annual habits can be tied to seasons, months, or meaningful dates.

Once Lilly blocked time for her defined habits and routines, she could more clearly see what her ideal week looked like. She could structure her schedule in a way that allowed her to focus on her current priorities and meet her goal of no-work evenings and weekends. As she developed these habits and worked more intentionally, she felt more accomplished each week – even though she was working less hours.

When your habits are placed with intention and support your mission, vision, and goals, your routines will feel less like rigid rules and more like a supportive rhythm that carries you forward.

Final Thought

Remember: structure doesn’t create habits—habits create structure. Get clear on your priorities, and let your habits build the structure that supports your most productive (and enjoyable) life. So, grab the template and begin mapping out your habits today—your future self will thank you.

What if a Goal is Unachievable?

What if a Goal is Unachievable?

“What if a goal is unachievable?” This question came from an audience member during a recent goal-setting workshop I presented. I suspect she was referring to a goal assigned by her “higher-ups” at work – a goal she felt was unreasonable. Many of us, at some point, have likely felt similarly about personal or professional goals. My immediate response was, “But what if it is possible? What could happen if you actually reached that goal?” Before dismissing a goal as unattainable, it’s worth taking a step back and evaluating why it feels out of reach.

1.    Know why the goal is important to achieve.

Without a good understanding of why a goal is important, it’s hard to drive passion and motivation towards achieving it. Ask yourself, “What is the ultimate purpose of this goal?” Understanding the “why” can help you stay focused and committed, even when the journey gets tough. This clarity often reveals where the goal aligns with larger organizational or personal values, making it easier to prioritize and tackle.

2.    Review current and needed resources to achieve the goal.

Are there resource limitations that may hinder progress toward the goal? This evaluation should include people, time, money, tools, and technology. If the goal is truly unachievable using current resources, a case should be made for including needed resources in the plan for that goal. For example, if you lack the necessary expertise, consider seeking training or outsourcing. Similarly, if time constraints are an issue, reevaluate deadlines to ensure they are realistic and manageable. You might also look for ways to automate steps or work to create other efficiencies.

3.    Get everyone in the boat and rowing the same direction.

Even if all of the people impacted by a goal know and understand the “why,” you may still have team members who disagree with the goal. A rowboat reaches the finish line only if all team members are rowing together in the same direction. Think how far and fast you can go if everyone is in sync and working together. To achieve this unity, foster open communication, address concerns, and ensure everyone feels heard and valued. When team members share a sense of ownership over the goal, they are more likely to contribute wholeheartedly.

4.    Break the goal into smaller milestones.

Sometimes a goal feels unachievable because it seems overwhelming. Breaking it into smaller, actionable strategies and steps can make it more manageable. Each milestone achieved provides a sense of accomplishment and builds momentum toward the larger goal.

5.    Evaluate potential obstacles and solutions.

Identify the barriers that make the goal seem out of reach. Are they external, like market conditions or budget constraints, or internal, like skill gaps or low morale? Once identified, brainstorm potential solutions or workarounds. This proactive approach transforms challenges into opportunities for innovation.

6.    Be open to revisiting and redefining the goal.

While it’s essential to push boundaries, some goals might need to be adjusted to reflect reality. If, after thorough evaluation, a goal remains unattainable, consider redefining it. Adjusting the scope doesn’t mean failure; it’s about being strategic and focusing on what can realistically be accomplished while still striving for excellence.

Final Thoughts

Unachievable goals can feel daunting, but they also present opportunities for growth and innovation. By understanding the “why,” assessing resources, fostering team alignment, and adopting a strategic approach, you can turn seemingly impossible goals into achievable ones. Remember, the journey toward a goal often teaches us more than the destination itself. Even if you don’t fully achieve the goal, the progress made can set the stage for future success.

For a list of goalsetting resources, check out our prior blog: Goal Setting is Hard.

Reflect and Reset: Your Year in Review

Reflect and Reset: Your Year in Review

As 2024 comes to a close, it’s the perfect time to pause and reflect on the year. Looking back allows us to appreciate our achievements, learn from challenges, and set the stage for an even better year ahead. Here are a few questions to guide your reflection and help you prepare for a successful 2025:

  • What did I accomplish this year? What am I most proud of? What victories, big or small, are worth celebrating?
  • What actions contributed to my success this year? Which habits or strategies will I continue to build on?
  • What were my biggest challenges? Were they avoidable? What can I do to prevent similar obstacles in the future?
  • What will I do differently next year? What new actions or changes will I take to move forward?
  • What is one specific area I can improve in 2025?

Now, grab your favorite notebook or journal, cozy up with a warm drink, and carve out some quiet time for self-reflection. This time is a gift — a chance to acknowledge your growth and set meaningful intentions for the year ahead.

Click here for a worksheet to support your Year in Review!

These 5 Questions Can Ensure Clarity and Success in 2024

These 5 Questions Can Ensure Clarity and Success in 2024

Have you set your 2024 goals? If so, you are ahead of many. In fact, you are in the top 14% of business professionals! Are they written down? Even better! Do you have specific strategies and milestones for achieving them? You are on your way to success!

But if you are like most, you are struggling to create clear annual goals with specific objectives and strategies. You may be procrastinating this process due to a lack of clarity, or you just don’t know where to start. Unfortunately, this often leads to another year where you are reacting to the latest “fire” or doing whatever is in front of you instead of prioritizing and making progress toward goals and priorities that will allow you to reach your vision and dreams. Why not take a different approach to annual goalsetting this year?

5 Annual Goalsetting Questions

Creating intentional, well-thought-out annual goals does not have to be difficult. You just need some focused time to answer the following questions (note these questions work for an individual, team, or business):

1. What do you want to achieve? Be thoughtful, specific, and clear.

2. Why does this goal matter to you? Why do you want to achieve it? How does it fit into your greater vision?

Honestly answering Question #2 may cause you to determine a goal is not important, does not support your greater mission or vision, or is not a priority right now. It is ok to put that goal aside to review in a future year, or remove it for good!

3. When do you want to achieve your goal?

Choose a target end date for your goal. Or, decide which quarter(s) of the coming year you will focus on the goal. Knowing your target date will help break the goal into intermediate milestones in Question #5 below.

4. Who will be involved? Do you have full control over the outcome of the goal? Do you need someone to provide support and accountability?

Use your answers from Questions 1-4 to write your goal in 1-2 sentences.  Goals that are written are three times more likely to be achieved. Once you have a clearly written goal, it is time for Question #5.

5. How will you achieve your goal? What strategies or steps will you use? What are key milestones, including dates? List these strategies and target dates to ensure you are on track throughout the year.

5W1H Annual Goalsetting

These 5 questions form the basis of 5W1H Annual Goalsetting™:  What, Why, When, Who, and How. (Wondering about the fifth “W”? The fifth “W” is to help you remember to “Write” it down!)

You may be familiar with SMART Goals: those that are specific, measurable, achievable, realistic, and time-bound. The 5W1H Goalsetting questions support the thought process needed to develop SMART Goals.

Use the button below to download a 5W1H Annual Goalsetting Template which includes space for answering each question and a table for recording your strategies and milestones. Choose one goal you want to achieve in 2024 to practice the process. Once you have that completed, choose another. Before you know it, you’ll be a pro!

Annual 5W1H Goalsetting Template

FREE DOWNLOAD

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Annual Goal Review and Tracking

When defining goals, it is important to distinguish between goals that are project-based and goals that are habits to create or change. How you define and track these two types of goals is very different. It is important to have a tool and process in place to regularly review and update your project-based goals as well as habit tracking tools for your habit-based goals. I will cover the review and tracking process, and potential tools, in a future blog. Stay tuned!

Help!

If you are still struggling with setting annual goals for yourself, your team, or your business, please reach out. I am here to help you clarify and reach your work and life goals.

Contact Lori at Life Made Simple or schedule your free 30-minute consultation.

There is Still Time! 5 Tips to Prepare for a Successful Year End

There is Still Time! 5 Tips to Prepare for a Successful Year End

There is no question this is a busy time of year.  But as we near the end of 2023, there are still a few things you can do to close out the year and prepare for a successful 2024.

1. Spend time on office “maintenance. Schedule a few days to catch up on filing, update your contact database, organize your receipts for the year (send them to Shoeboxed and let them take care of it for you!), empty your email inbox, and/or scan in those piles of paper (I recommend the Fujitsu ScanSnap iX1600 for PC or Mac for this task.) I like to use the last week of the year for these maintenance items. Spending some time to maintain your office productivity systems will help you feel you can start the New Year fresh and accomplish your goals.

2. Fill a bag for donation. Get a trash bag (or box depending on the type of items) and take 10-15 minutes to fill it with items to donate. Drop them off at a shelter, church, Goodwill, Salvation Army, or the charitable organization of your choice before the end of the year to receive your 2023 tax deduction. Help others that may not be as blessed during the holidays and clear out your space at the same time.

3. Crush what’s left of 2023. Plan the remainder of your year to help you prioritize and be intentional about how you want to spend this busy time. Brainstorm a list of personal and work tasks you want to accomplish before yearend. Be sure to review your 2023 goals to determine what is left to accomplish and determine if and how you will do so. Once you have a list of tasks, schedule them. With about 6 weeks remaining in the year, when will you focus on each task? Check out the ProAction Planner as a helpful tool for planning and scheduling.

4. Reflect on the year. Review the good and bad from 2023. What went well? Where did you find challenges? What will you continue doing, start doing, and/or stop doing in 2024? Download and complete our Year in Review Template, using the button below, to help you through the process.

5. Create your 2024 goals. Determine three to five goals for 2024. Why are these goals important? What strategies will you use to reach your goals? What tools or resources do you need to accomplish them? Check out our past blog, Goal Setting is Hard, for more goal-setting tips.

While each of these takes some time and focus, the value received is well worth it. Be sure to schedule them in before your end-of-year calendar is full.

The Truth About Time Blocking

The Truth About Time Blocking

“I’ve tried time blocking in the past and it’s never worked for me.”

This was a recent statement from a client who I was helping with time management. Once we dug in more, we found it wasn’t that time blocking was an ineffective method, but that it wasn’t being applied in the most ideal way for him. This isn’t an uncommon complaint. In fact, even David Allen, productivity guru and author of Getting Things Done, used to argue against time blocking. He preferred a simple calendar with only the necessary appointments and deadlines. But eventually, he realized time blocking can work well for many people and even began practicing it himself.

Let’s dive a little deeper into what time blocking is, who can benefit (*hint* – everyone!), and how it might work best for you. I also share tips, tools, and resources to support your time-blocking habits.

Wikipedia defines Time Blocking as:

“A productivity technique for personal time management where a period of time—typically a day or week—is divided into smaller segments or blocks for specific tasks or to-dos. It integrates the function of a calendar with that of a to-do list. It is a kind of scheduling.”

While I agree with this definition of time blocking, there is much more to it than this.

Who should use a time-blocking technique?

Time blocking is best used for people who:

  • Have a busy schedule and need to be very intentional about how they use their time,
  • Have a fairly open schedule that can be wasted away if time is not blocked to work on specific tasks and projects (aka Parkinson’s Law),
  • Reach the end of a day or week feeling stressed and unaccomplished, wondering where the time went,
  • Juggle multiple areas of work and life,
  • Struggle to find time for focus and big-picture thinking,
  • Deal with constant interruptions, or
  • Spend too much time “reacting” to the day’s urgencies.

If we are honest, isn’t this all of us at one point or another? I believe that some form of time blocking can work for almost everyone. The key is finding the method, or combination of methods, that works best for you.

Types of Time Blockers

While there are many different ways to apply time blocking to your calendar, we can simplify it by looking at three key methodologies.

1. The Serious Blocker divides their day into specific blocks of time, each dedicated to accomplishing a specific task, or group of tasks. They start each day, or week, with a concrete schedule that lays out what they will work on and when. A serious blocker will work to bunch related tasks (i.e. “task batching”) such as email processing, social media creation, or phone calls, into one block.

In addition, the serious blocker lumps meetings together. That way, they can spend larger chunks of time on focused projects and tasks versus shorter amounts of time spread between meetings throughout the day. This type of time blocking requires more work upfront, and potential cooperation from others, to reschedule meetings that will better fit your ideal schedule.

2. The Flexible Blocker applies time blocking in a broader way, with more general blocks that are flexible depending on what comes up throughout the day. This works well when your days are less predictable and require a more “reactive” approach (e.g. a customer service specialist). Some argue that these types of schedules aren’t compatible with time blocking, but when your workday is often run by outside forces, it’s easy to lose sight of your own goals. Even a simple version of time blocking can help you gain a greater sense of control over unpredictable schedules. You can still block off time for your “reactive work,” and then be more intentional about time during the day that allows for some planning and control (regardless of how little).

3. The Time Themer chooses themes for work they will do during certain time blocks. This is the most open-ended version of time blocking. “Day theming” is the most popular example where you choose a theme for each day of the week. For example:

Any open time is spent on that day’s area of focus. Day theming minimizes the choices you need to make about what to work on throughout the day. You look to your theme and choose tasks based on that theme.

You can also use time theming to break up your day by assigning themes to blocks of time throughout the day. An example of this would be:The schedule may be the same every day or may differ throughout the week. In the example above, Tuesday and Thursday have the same “themed schedule” while the other days look different. In the resources section below I share a template called My Productive Week that can be of great assistance in defining your daily “theme blocks.”

Most people do not fit perfectly into one time theming option but instead use a combination. For example, having a schedule of daily themes can make it easier to determine what tasks to put into working time blocks when using the “serious” or “flexible” blocking methods.

The Benefits of Time Blocking

While it takes some work, and potentially a change in mindset, the following benefits of time blocking show the value of this time management methodology.

  • Your need to make decisions at every point in time throughout the day is minimized because your schedule is pre-defined. This saves time and energy throughout your week.
  • If you get easily distracted or off-track, a time-blocked calendar will help to pull you back into focus. In addition, time blocking helps to fight multi-tasking allowing you to focus all of your energy on one thing at a time.
  • You will get more realistic about how long things take. We often underestimate the time tasks and activities take, and this is a concrete way to see that. This will get better over time.
  • When you see your priorities laid out in your finite calendar, you can more easily say “no” to those things that don’t fit.
  • You are more likely to accomplish your goals if you schedule specific, intentional time to work on them.
  • It will be easier to relax during your leisure time as you know you have a plan to get everything done.

“A 40 hour time-blocked work week, I estimate, produces the same amount of output as a 60+ hour work week pursued without structure.”

– Cal Newport, Author of Deep Work –

Tips for Effective Time Blocking

Below are key things to consider when working to design and maintain your own time-blocking routine.

  • Build your time-blocking methodology into regular weekly planning. Look at your upcoming schedule, deadlines, and tasks and fit it all together to create a week that takes into account your goals, priorities, and commitments.
  • Review your schedule daily and reset your week as necessary.
  • Your routines and habits should be incorporated into your time blocks.
  • Leave a time block for an overflow of tasks that take longer than expected or for unexpected appointments or to-dos that come up during the week.
  • Once your week is planned, make intentional choices when straying from that plan.
  • Leave space between, or within, blocks for transition, travel, time, and necessary breaks.
  • Bunch your urgent but less important work together and dedicate a pre-determined amount of time to it. This allows for longer, uninterrupted time for focused work.
  • Consider your daily rhythms in your schedule. When are you most energetic, productive, or focused?
  • Evaluate your time-blocking schedule regularly and make needed changes.
  • When scheduling time blocks for focused work, find a quiet location free of interruptions and/or block notifications on your computer and phone.
  • Consider whether you want to block time on weekends (or other non-working days). You may want to leave these times open to allow freedom and flexibility with leisure time.

Most importantly, remember your time-blocked schedule is a guide to assist you with creating your most productive week. If you try to stick to it perfectly, especially at first, you will get overwhelmed when things come up that cause needed changes to your schedule. Review, reset with intentional decisions, and move forward. You might look at time blocking as a game or a puzzle. How can I fit it all in the most optimal way? But as with any game, you will make mistakes, learn along the way, and get better with practice.

Time Blocking Resources

The following resources can help you create your own time-blocked schedule.

  1. My Productive Week Template

I have created this tool as a template to build your “puzzle” for your time-blocked weekly calendar. It is to be used as a guide – along with your weekly schedule, goals, and tasks – for your weekly planning. The template can be completed digitally or printed.

FREE DOWNLOAD

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  1. The ProAction Planner:

If you prefer to do your weekly planning with a paper planner, which allows for better mental processing and decision-making, the ProAction Planner is a tool to support all of the important areas of planning and time management. A paper planner provides an easy visual that stays in front of you throughout your day. If using a paper planner, I recommend using a writing instrument that allows for change throughout the week. My tool of choice is the Frixion Clicker Erasable Gel Pen, in multiple colors.

  1. Online Calendar (Outlook, Google, Other)

Whether or not you use a paper planner for weekly planning, the majority of us use an online calendar to keep track of our meetings and appointments. If you choose to use an online calendar for time-blocking, consider color-coding the blocks of time you wish to be flexible. I like to color my movable time blocks with yellow and mark them as “free.” Also consider those time blocks that you want to protect, mark them as busy, and consider them a meeting with yourself.

  1. Pomodoro Technique and Tools

The Pomodoro Technique is a method in which you focus for timed periods with short breaks between blocks. Learn more about this technique on their website and search for apps like this one to support the technique.

If you are interested in some assistance in determining and implementing the right time-blocking solution for you, please reach out. I’d love to help.