Field Notes for Productivity

For my own task management system, I rely a lot on lists in Google Drive and Keep. As I try to drill down to what is truly important in the moment, it helps to have printed information about finding focus, combating procrastination, choosing priorities, and planning easily accessible at all times.

FieldNotesSystem

For those who prefer analog over digital solutions, there are many options. Field Notes are one popular paper option. These are small (3.5 x 5.5) notebooks that are pocket size and therefore very portable and easy to carry. If a calendar is desired too, an inexpensive Mead pocket planner (or most that are similar) is 3.5 x 6 inches, which allows for tucking a Field Notebook into the pocket of the front cover. Two packs of 3×3 post-it notes can fit into the pocket of the back cover, or whatever else you desire. (foldable inserts, anyone?!)

FieldNotesDailyLists

The first Field Note insert from the Daily PlanIt has space for daily and other lists, a weekly plan, repeating tasks and routines, and a reminder to include activities for self care and to make positive shift happen.

The next insert guides decisions with the Effect Priority Matrix, a list of values, strengths, talents, and skills, and a place for purpose, mission, vision, and a value statement. This helps to target priorities to focus on and make use of resources to act on them.

The third insert is all about finding focus, motivation, and combating procrastination to actually get things done.

The final insert has information for planning and reviews, including a place for goals.

With these four inserts as guides, a pocket system based on Field Notes can be highly effective.

Download the Field Notes Insert Set pdf

Posted in goals, productivity

Anti-Loneliness Actions for 12 Connections

Loneliness is an epidemic, and it has devastating effects. An article at Forbes called “The Neuroscience of Loneliness” provides twelve ways to combat loneliness from the book “Connect: 12 Vital Ties That Open Your Heart, Lengthen Your Life, and Deepen Your Soul” by Dr. Edward Hallowell. In his video on managing anxiety and worry he talks about “vitamin c,” the importance of connection for our health.

Here are some ideas for connecting with:

  1. Birth Family
    • Call or visit a family member. Plan a meal together. Celebrate birthdays and holidays.
  2. Immediate Family
  3. Friends & Community
  4. Work
  5. Beauty
    • Practice a creative art. Take an art class. Visit an art museum. Listen to uplifting music.
  6. Nature
    • Take a walk. Be aware and mindful. Look up, notice, pay attention, observe, smell the roses! Grow plants. Garden.
  7. History
    • Learn the history of your country, town, and culture. Read books and watch movies that are true stories. Read historical fiction and watch inspiring biographical movies.
  8. Pets & Animals
    • Adopt a pet. Visit a zoo. Watch videos about nature and animals.
  9. Organizations
    • Join a group or volunteer for a cause you believe in.
  10. Ideas & Information
  11. Spirituality
  12. Self

Download the Anti-loneliness actions for 12 connections pdf

Learn more

Infographic of alone time from Rad Reads. Read more about the importance of weak ties. “Can Startups Solve the Loneliness Epidemic?” from Wall Street Journal. Learn more about positive shift.

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Posted in love & relationships, personal development

Great Reads

Some books I have read have been life changing. If you are interested in learning and personal growth, here is a starter kit for fabulous non-fiction books and films by the authors (often, but not always TED talks.) Learn more about Great Reads at Screen and Page and find discussion questions for any non-fiction book at A Keep It Super Simple Book Discussion.

The core list of twelve books and talks provide a foundation for twelve BEMEASURING practices that have been shown to increase happiness and well-being. Read more about Positive Shift.

  1. “Your Brain at Work” by David Rock | TED talk Learning about the brain changes everything (14:54)
  2. “How of Happiness” by Sonja Lyubomirsky | TED talk How of Happiness (38:49) [discussion guide]
  3. “Atomic Habits” by James Clear | Dan Ariely TED talk: Self Control, (17:48)
  4. “Indistractable” by Nir Eyal | Video: Indistractable (23:38)
  5. “Drive” by Dan Pink | TED talk: The Puzzle of Motivation (18:36)
  6. “First Things First” by Stephen R Covey | Videos: book summary (11:28) time matrix ( 3:05) weekly planning (7:11)
  7. “Getting Things Done” by David Allen | TED talk: David Allen (22:15)
  8. “The Six Pillars of Self-esteem” by Nathaniel Brandon | Video: Jim Carrey Speech (4:15) (2:10), Brene Brown TED talk (20:52)
  9. “How to Know a Person” by David Brooks | Video: (50)
  10. “Life on Purpose” by Victor Strecher | TED Talk (26:00)
  11. “Thrive: Finding Happiness the Blue Zones Way” by Dan Buettner | TED Talk How to Live to be 100+ (22:11)
  12. “How to Begin” by Michael Bungay Stanier| Video: How to Begin (30:22)

Download a printable Core Great Reads Booklist. Find ideas for more at the Great Reads Pinterest board. Learn more at Screen and Page, and see more Books for a Year of Personal Growth.

Posted in Books, Ideas That Work, personal development, videos

Procrastination Triggers

When procrastination happens, it helps to know what to do instead.

Procrastination is a failure to regulate yourself. The limbic system of the brain has an automatic response to avoid anything unpleasant or painful, often seeking pleasure for a hit of dopamine instead. To overcome this automatic response, engage the thinking brain to accomplish tasks that are important but difficult or unpleasant.

There are many who profit from taking advantage of the desires of the limbic system and build in the reward of increased dopamine to make our phones and devices addictive. Be aware of this, and create distance to reduce distractions and focus.

Recognize the feelings that indicate a procrastination trigger, understand the reason for the behavior, and choose to seek better solutions instead of the avoidance response.

Procrastination triggers – that can create an automatic avoidance reaction.

When a task is…

• difficult
• frustrating
• unclear
• boring

We may feel

• overwhelmed
• defeated
• anxious
• unmotivated

and engage in an automatic avoidance response to reach for escape with…

• food or drink
• social media
• videos
• games

INSTEAD, intervene with the thinking brain to seek better solutions with…

• simplicity [break it down]
• focus [four fantastic tools for focus]
• clarity [planning is thinking]
• meaning [purpose planning]

Download the free Procrastination Triggers pdf

Fear can often be at the root of procrastination – seek courage…

• challenge assumptions
• emulate heroes
• choose grit [the wimpy person’s guide to grit]
• follow values [map your values]

Practice choosing courage and develop the strength to tackle the hard tasks!

Read more at

Posted in productivity

Yes or no?

In the movie “Yes, man,” Jim Carrey’s character decides to say yes to everything, and it leads to some amusing situations. Sometimes saying yes to opportunities can lead to expanding your comfort zone and some pretty amazing things. However, saying yes to everything does not always work out well!

When we say yes to one thing, we are saying no to other things. Our time and energy are limited resources, and we simply can’t do it all. Choose wisely to say yes to what matters most. A TED article by author Ryan Holiday reminds us that every “yes” to one thing is a “no” to something else. Watch his TED talk (20:37) and read more about the angst guide to motivation.

So how do we decide whether to say yes or no to something?

Take NOTE:

  • Notice the request and ask questions for clarity.
  • Offer appreciation “thanks for thinking of me”
  • Take time “I’ll think it over and get back to you tomorrow”
  • Examine options – take STOCK

Take STOCK – does this fit?

  • Strengths and abilities
  • Time and energy
  • Other VIP AIMS: very important pursuits that are Active, Inspiring, Meaningful Solutions
  • Commitments and obligations
  • Key values

ASK: Will saying yes to this mean saying no to another priority? Will it take away from something else that is important? Will it over-extend you? An article at Fast Company provides three questions to ask yourself before saying yes or no to anything.

person doing thumbs up

Photo by Donald Tong on Pexels.com

Say YES to:

Say No To:

  • PASS on requests that don’t fit your priorities, abilities, strengths, or schedule.
  • Activities that provide low returns or NO returns! those that…
  • Sap your energy and suck up too much time, or are…
  • Simply stupid time wasters and distractions.

If your decision is no, communicate clearly and respectfully:

  • Not now or never
  • Offer alternatives – other ways or someone else
  • Politely decline
  • Explain reasons

Some possible responses:

  • “I have other plans.”
  • “My schedule just won’t permit it.”
  • “I have too many other commitments.”

Read more at How to Say No from Lifehack.org and 20 ways to say no at onlineorganizing.

Posted in goals

PLANS for an Annual Review

This year, my PLANS for performing an annual review incorporate new things that I have learned organized in an efficient outline view. (The information at An Annual Review is also still helpful and relevant. You can download a free Keep It Super Simple Annual Review form pdf there)

PLANS for an Annual Review

Purpose Planning
Look at priorities
Assess VIP AIMS- are they still:
➸ relevant, productive, meaningful, significant?
Note effectiveness of productivity elements
Set new goals

1. Perform Purpose Planning [purpose planning]
• Mission
• Vision [create a vision board] find Very Important Pursuits that are Active, Inspiring, & Meaningful Solutions
• Values
• Goals

2. Look at priorities [priority flowchart]
↳ Assess VIP AIMS [how to choose VIP AIMS] are they:
• Relevant
• Actually advancing progress
• Making a major difference
• Producing real change
• Significant

3. Note effectiveness of productivity [perform a time audit]
• System [Choosing a Time Management System]
• Plan & Review [Planner Checklist]
• Routine [A Daily Routine] & workspace [Design Your Ideal Workspace]
• Focus [Four Fantastic Tools for Focus]

4. Set new goals [How to Set Goals]
• Personal [Choosing Goals] & purposeful [contribute to VIP AIMS]
• Lead to desired outcomes
• Outline measurable objectives
• Produce Key results

Download a free one page Annual Review PLANS pdf

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Posted in goals, productivity

How to Choose VIP AIMS

Very Important Pursuits are Active, Inspiring, Meaningful, Solutions. To truly focus on what matters most requires thoughtful choices. “We make our choices, then our choices make us.”

PLANITmatrix

What are VIP AIMs?

If you are familiar with the Time Management Matrix for setting priorities, VIP AIMs fall into the Important but not Urgent quadrant. They are often the things that matter most, that unfortunately can easily be neglected when we are distracted by the unimportant.

Values
Increase well-being
Pursue purpose
Active
Inspiring
Meaningful
Solutions

↳ Follow the VALUES that are your guiding principles [see map your values]
Variable personal values
Always point the way
Lead to what matters
Unchanging core values
Express authentic self
Strengths of character

Increase well-being with 12 practices that create positive shift [see the Positive Shift Happens Toolkit]

SEARCH for connection with others [Don’t Wait, Relate]
Sharing
Emotional intelligence
Authentic connection
Relationship building
Communication
Helping others

Pursue purpose by AIMing for a vision that is Active, Inspiring, and Meaningful [see purpose planning]
Awareness
Spirituality
Plan goals
Inspire flow
Renew energy
Expand growth

Active pursuits to AIM for a vision [see Create a Vision Board] are:
Doable actions
Repeatable
Effective
Achievable
Make a BIG impact
Sustainable

Inspiring pursuits [see Press Play for an Appealing Brand Message] are often:
Surprising
Emotional
Amusing
Rare
Clear
Helpful

Meaningful Pursuits [see Setting Priorities] are:
• Relevant
• Actually advancing progress
• Making a major difference
• Producing actual change
• Significant

↳ SUCCESSful Solutions [Goal Skills – Problem Solving]:
Solve issues
Understandable
Complete
Commit to measures
Elegant
Smart
Simple

AIMSmatrix

Choose Objectives and Key Results (OKRs – see Learn About Goals for more information)

Objectives are shorter term goals designed to reach longer term goals that aim for a vision and mission. Objectives are tied to Key Results, the metrics that measure progress toward the objective. To choose objectives for VIP AIMS, ask: “What is the desired outcome, and how can it be achieved?” and “What is the most significant thing that can be done?”

Google’s central VIP AIM:
• Vision- to provide access to the world’s information in one click.
• Mission- to organize the world’s information and make it universally accessible.

↳ Goal 1. Google calendar for smart scheduling ↳ Goal 2. Google drive for quick access ↳ Goal 3. Google chrome for accurate internet search.

A central AIM may be general, but the goals to reach them must result in objectives that target actions that are specific and measurable. The key results show if the objective is being reached. An example of an OKR for Google Chrome: Build the best web browser as measured by numbers of users.

↳ Goal 3. Google chrome for accurate internet search.

• Objective: build the best web browser
↳ Key Result: measured by # of users

Measurable Key Results

Choose key results that are measurable to know if progress is being made toward an outcome. Ask “How will I know that this outcome has been achieved?”

Metrics
Explain how many or much
Add check marks to a chart
Steps to completion
Use numbers
Rating scales
Examples

Read more about OKRs below, and don’t miss the TED talk from John Doerr at Learn About Goals.

Download the Annual Review and VIPAIMS outline.

With goals set, use the Planner Checklist to use your time well and act on the most important priorities.

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Posted in goals, productivity

Learn about goals

Six TED talks to help you set goals

Goal setting is such an important skill in life and work, because goals make it possible to focus on what matters most. The TED talks below, plus a few more videos and books have helped me learn about setting and reaching for goals. To aspire is one of the practices that increase happiness and well-being. Learn more at the post How to Set Goals, the Goal Toolkit, and with my book “Get Goaling.”

Goals that WORK include:

  • WHY? purpose and passion reflected in action
  • Objectives are WHAT you will do to go in the right direction
  • Reflect values
  • Key Results are HOW you will achieve the goal

John Doerr talks about Objectives and Key Results (OKRs) in his TED Talk “Why the Secret to Success is Setting the Right Goals” (11:51) Read more in his book “Measure What Matters.” OKRs work for both business and personal goals.

“Goals” by Brian Tracy – video (32:15)

“Your Best Year Ever” by Michael S Hyatt – summary (9:42)

Tony Robbins – goal setting video (42:16) Bonus: TED talk “Why We Do What We Do” (23:12) Tony emphasizes connecting SMART goals to vision and purpose for laser focus.

This video talks about the importance of knowing why you want to achieve the goals you have chosen. Goals that are meaningful are powerful. See End Goals Lead to a Meaningful Journey. Next, you need to know how you plan to achieve them, because the science of goals shows that specific and written goals are far more likely to be accomplished. Planning and making goals measurable are some of the vital skills for setting goals. Learn more about planning at Skills Employers Want #4 – Planning.

Bonus video “Goal Setting Toolkit” from Mel Robbins (57:29)

aspiredefinition

To aspire is to direct one’s hopes or ambitions toward achieving something. Learn how to take six actions toward reaching your aspirations with ideas from the books and videos below, which include five TED talks.

  • Act on purpose
  • Set your mindset
  • Pick priorities
  • Inspire motivation
  • Resolve to apply grit
  • Establish habits

Act on purpose

Read Victor Strecher’s “Life on Purpose” and watch his TED Talk (26:09)

Goals that AIM toward a vision that is Active, Inspiring, and Meaningful have built in motivation. Read more about Purpose Planning at the Daily PlanIt.

Set your mindset

Read “Mindset” by Carol Dweck. Watch “Developing a Growth Mindset,” (9:37) and see more resources. Determination and persistence are important to accomplish goals.

Pick priorities

Stephen R. Covey talks about the Time Management Matrix in “First Things First.” Watch a video book summary (11:28) and Using the Eisenhower Matrix (5:40). Stephen R. Covey speaks about priorities in the video below. (7:11, this one is not a TED talk)

“Effectiveness is doing the right things.” – Peter Drucker. Find activities that are very effective because they provide BIG impact and HIGH engagement with the Effect Priority Matrix at The Priority Flowchart. Read more about setting priorities at the Daily PlanIt.

Inspire motivation

Read “Drive: the surprising truth about what motivates us” by Dan Pink and watch his TED Talk “The Puzzle of Motivation” (18:36)

Learn more about motivation at the Daily PlanIt post “What’s the Motivation?

Resolve to apply grit

Read Angela Duckworth’s book “Grit”and watch her TED talk (18:37)

Read more about grit at the Daily PlanIt post “The Wimpy Person’s Guide to Grit

Establish good habits

Read “Atomic Habits” by James Clear. Then watch Dan Ariely’s TED Talk on Self Control (17:49).

Read more about creating habits here at the Daily PlanIt.

Once you have chosen goals and made them written and SMART, use your time well to make them happen! See more of my favorite books for a year of pesonal growth.

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Posted in Books, goals, videos

Planner Checklist

Planning is Thinking: it is important for time managementgoalsprojects, and even purpose. It is one of the top 10 skills employers want. Planning your time helps you to make the most of it so that you can accomplish what matters most to you. This new printable outline for planning and reviewing time use can help – Download the free PLAN & REVIEW bookmark pdf.

PLAN

DAILY

Plan for the day – review calendar
Look at priorities & make to do list
Act – focus on one task at a time
Note peak time & use it well
Tend to focus
Include incoming tasks in system
Manage energy with a regular routine
Examine progress – review the day & repeat daily

WEEKLY

Review progress
Explore options
View schedule and tasks
Important work #1
Examine priorities
What’s next? Weekly Plan

MONTHLY

Prepare needed information & tools
Realign priorities
Outline a plan
Check systems
Execute updates
Select next projects
Schedule steps

YEARLY

• Annual Review
+Look for GEMS
Goals achieved
Experiences
Milestones
Set goals for next year
-Time LOST
Lessons learned
Obstacles & challenges
Solutions
Time wasted

Explore more ways to optimize your life at http://www.dailyplanit.com!

Posted in productivity

The Priority Flowchart

I have come to believe that priorities are mighty important, not only in choosing where to begin on a to do list, but in choosing what to do with your life. The Time Management Matrix is one well-known method that divides the Important into the Urgent (DAM CRAP: Deadlines, Appointments, Meetings, Crises, Required tasks, Agenda items, and Problems) and the Not Urgent (VIP AIMS: activities that are Vital to values, Increase happiness, Pursue purpose, and are Active, Inspiring, Meaningful, Solutions). Learn more at How to Choose VIP AIMS. The challenge is to deal with the urgent without neglecting the less urgent yet still very important.

I’ve always been drawn to the Action Priority Matrix (aka the Sweet Spot), that compares impact and effort. I think that Return on Investment (ROI) of costs vs. benefits should also be considered. But it bothered me that the Action Priority Matrix makes it seem like effort is a bad thing. As I’ve thought about these options, I believe that effort is another way to think about the costs involved and should be included with the ROI idea. So I created the Effect Priority Matrix (see below), which exchanges the concept of effort for that of engagement.

EffectPriorityMatrix

“Efficiency is doing things right. Effectiveness is doing the right things.” – Peter Drucker.

This matrix looks at creating results that are effective. Effective tasks or projects in Quadrant 1 will make a BIG IMPACT (Bold change, Impressive influence, and Great movement) and provide HIGH ENGAGEMENT (Harness strengths, Ignite imagination, Grow and develop skills, and Have intrinsic rewards).

EffectPriorityMatrix2

Activities in Quadrant 2 contribute High Impact but have Low Engagement. For this area, focus on strengths, find ways to involve imagination, learn more, and hack rewards for motivation.

Quadrant 3 activities are highly engaging, but have low impact on what is significant. TRIVIA to consider dropping can include Too much Television, Random avoidance (see Procrastination Triggers and solutions), Idle time wasting, Videos, Impulsive gaming, and Addictive social media.

Quadrant 4 activities have low engagement and have low impact. When possible, AVOID Aimless busywork, Very unimportant meetings, email, and phone calls, Others priorities, Interruptions, and Distractions. Learn how to handle distractions at Four Fantastic Tools for Focus.

Plus I created a Return on Investment (ROI) matrix that compares costs and benefits.

ROImatrix

What results when these are put together, is a Priority Matrix Flow. Download the Priority Flow pdf.

PriorityMatrixFlow

Run choices through this priority flow to focus on what really matters and Make Shift Happen. The Priority Flowchart below can help guide choices about where to get started.

Tasks that are GREAT priorities:
Give BIG impact
Requirements that are urgent
Extend HIGH engagement
Are important
Target good Return on Investment (ROI)

priorityflowchart

1. Is anything URGENT?
a. Check calendar for: deadlines, appointments, meetings, etc.
Nope, nothing –
b. Any crisis? Yup – handle it right now.
Nope, nothing awful is happening –
c. Are there unpleasant “frog” must dos? Sadly Yes – suck it up and HOP TO IT! Learn some strategies to combat procrastination.
No, thank goodness! –
d. Have you done the routine, repeating tasks that must be done? Not yet – don’t forget them! Follow a daily routine to automate these tasks and remember to include self-care for wellness.
Yes – Yay! Let’s go to the next step!

2. What else is IMPORTANT to do?
IMPORTANT VIP AIMS are: Vital to values, Increase positive shift, Pursue purpose, Active, Inspiring, Meaningful, Solutions.
You have no idea – a. choose goals b. plan purpose c. include BE MEASURING practices
YES! You’re ready to get goaling, pursue purpose, and create positive shift! Onward to step 3!

a. Have you set written goals? No – Choose goals to improve your life in four life areas.
Yes – go to b.

b. Do you have an AIM for a vision that is Active, Inspiring, and Meaningful? No – higher level goals pursue purpose. Do some purpose planning for higher level goals. Yes – go to c.

c. Have you practiced the four Ps of positive shift? No – Remember to Power up, Pause, pursue Purpose and connect with People. Yes – go to the next step

3. Will this goal or task create a BIG IMPACT? BIG = Bold change, Impressive influence, and Great movement. Not really – maybe later. It sure will! – move to the next step

4. Will this goal or task provide HIGH ENGAGEMENT that will Harness strengths, Ignite imagination, Grow and develop skills, and Have intrinsic rewards? No – a. look for motivation or avoid it. Yes, it’s highly engaging – use caution if the IMPACT is low. Yes, it has both BIG IMPACT and HIGH ENGAGEMENT! – go to the next step to determine the Return on Investment.

5. Are there high BENEFITS for a low investment (ROI)? No – maybe later if costs (consider size, time, energy, access, and money needed) can be reduced and benefits (gain, revenue, appeal, impact, needs met) increased.
Yes, there are lots of benefits compared to the resources required – LET’S GO! It’s time to Make Positive Shift Happen! Read about the BE MEASURING activities that Make Positive Shift Happen.

Posted in goals, positive shift, productivity
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