Archive for ‘Productivity’ Category
52 Ways to Say NO to a Request So You Can Say YES to Your Priorities
Do you ever find yourself avoiding contact with other people out of sheer self-preservation and fear that they’ll ask you to add one more unfulfilling task or obligation?
Recently, I read Ali Abdaal’s Feel Good Productivity: How To Do More of What Matters To You. The book serves as a sort of primer on the various macro and micro productivity concepts and strategies that we discuss at the Paper Doll blog. The book accents engaging in tasks that will increase your energy rather than drain it.
Abdaal’s idea of an “energy investment portfolio” particularly caught my attention. At its most basic, the energy investment portfolio is a deeply prioritized and categorized plan of attack, such as we reviewed when talking about the Eisenhower Matrix in posts like Use the Rule of 3 to Improve Your Productivity and Frogs, Tomatoes, and Bees: Time Techniques to Get Things Done.
Part of this approach is based in clarifying which of the things on your list are your someday “dream” investments (your big, ambitious projects for which you likely have little time right now) and your “active investments” (projects and tasks which you are or should be giving your greatest attention right now).
The key to Abdaal’s energy investment portfolio, an homage to a financial investment portfolio, is limiting the number of projects on your list of “active investments.” There’s only so much you can do right now, and those things better energize you if you don’t want to hide from them.
To explore this concept more before dipping into the book, check out Abdaal’s The Energy Investment Portfolio article and the video below:
This popped to the forefront of my mind as I started reading Cal Newport’s newest book, Slow Productivity: The Lost Art of Accomplishment Without Burnout. (Slow productivity, like the slow food, slow media, and slow travel movements, is about improving life by cutting back on speed and excess, and instead focusing on intentionality and quality.)
Newton caught my eye with an extended discussion of my beloved Jane Austen. Most biographies always paint her as successful because she would sneak in writing efforts in the precious few quiet moments she had to herself. Newport notes that her nephew James Austen’s descriptions of Austen’s writing style seem “to endorse a model of production in which better results require you to squeeze ever more work into your schedule” and calls this a myth.
Indeed, modern biographers have found the reverse, that Austen “was not an exemplar of grind-it-out busyness, but instead a powerful case study of something quite different: a slower approach to productivity.”
As true Austen aficionados know, once Austen (as well as her sister and elderly mother) moved from Southhampton to quiet Chawton cottage, she was able to escape most societal obligations and focus on writing. Quoting from Newton:
This lesson, that doing less can enable better results, defies our contemporary bias toward activity, based on the belief that doing more keeps our options open and generates more opportunities for reward. But recall that busy Jane Austen was neither happy nor producing memorable work, while unburdened Jane Austen, writing contentedly at Chawton cottage, transformed English literature.
Dubious? Look at the entries on this Jane Austen timeline, starting from 1806 onward! And let’s face it, without Austen, there would be no inspired homages, like Bridgerton, and for any of you who just spent the weekend transfixed by the first half of season three, that’s a fate not worth contemplating.
I’m sure I’ll have more to share about this book as I get further on, but I was captivated by the chapter on Newport’s first principle of slow productivity, based on this finding. Principle #1 is simply Do Fewer Things.
Strive to reduce your obligations to the point where you can easily imagine accomplishing them with time to spare. Leverage this reduced load to more fully embrace and advance the small number of projects that matter most.
YOU ARE ALLOWED TO SAY NO
From Abdaal and Newton to past Paper Doll posts, we know we have to focus our attention on fewer but more rewarding things.
We must learn to emphatically say NO.
Yes, you have to pay your taxes (or be prepared to suffer the consequences). You have to obey traffic laws. (Ditto). You have to feed your children (or at least arrange for them to be nourished).
But you do not have to be in charge of cleaning out your company’s break room fridge.
You do not have to buy your spouse’s birthday gift for your mother-in-law. (That’s your spouse’s job.)
You do not have to join a book club or serve on your homeowner association’s planning committee or go to dinner with someone you really don’t want to date!
There are various situations when we should be saying no to taking on new obligations.
- You have more on your plate than you can handle comfortably (or safely for your mental or physical health).
- Your energy level is depleted (or you believe it would be depleted) by anything being added to your obligations.
- The new task doesn’t fit your skill set or interests.
- The task is unappealing because of the situation (the location, other people involved, the monetary cost)
- You just don’t wanna.
In a perfect world, “I don’t wanna” would be a good enough excuse for saying no to things outside of work obligations or happily-agreed-upon life obligations. But few of us can get away with it, Phoebe Buffay excepted.
THE POWER OF SAYING NO
Organizing is as much about saying no as saying yes. Thus, I help clients determine what tangible possessions belong in their spaces and their lives, and which don’t. Some acquisitions were wisely planned purchases; others were picked up on impulse. Some are gifts given out of love, while others were given out of a sense of obligation. Still other things were abandoned on our metaphorical doorsteps (or, in the case of grown children who have flown the nest, things were abandoned in our basements, attics, closets, cupboards and corners).
Just as clients must discern the difference tangible items that make their lives more appealing, robust, and fulfilled vs. those that crowd them out of their spaces, they must also evaluate how acquired activities can clutter their hours and days and diminish enjoyment of other experiences.
Some activities, we choose with enthusiasm; others have been pressed upon us. Perhaps your early May serf imagines that the late September version of you will be delighted to give a speech or take on another committee role. Frustratingly, we always imagine that Future Us will be less busy.
And we have all occasionally been guilted or cajoled into obligatory participation. Some tasks or roles have acceptable tradeoffs. I know that Paper Mommy didn’t enjoy the blessings of being a “room mother” year-after-year, going on field trips to the nature preserve or the science museum and having to help corral other people’s unruly offspring.
But (luckily) she enjoyed hanging out with tiny Paper Doll, and the experience gave her opportunities to tell hysterical anecdotes to her friends. You may not necessarily want to serve on the awards committee, coach your child’s soccer team, or help interview new applicants at work, but the benefits sometimes outweigh the costs. The key, however, is to protect yourself from requests for your time and labor that drain your energy and cause resentment by taking time away from your larger priorities.
If you don’t have the power to say no, freely, then you don’t really have the power to say yes.
Whether stuff or tasks, things should enter your life with your consent. But if you’re unused to declining, it will require effort to exercise new mental muscles. The rest of this post offers strategies to help you avoid being saddled with the clutter of new obligations and eliminate tasks that no longer fit your life, or at least the life you want to lead.
GET RID OF THE GUILT
There are many reasons why people fear saying no, but they almost always come down to fearing others’ reactions.
Sometimes, this has to do with social roles and the belief that our life’s role is to do for others. But remember my Flight Attendant Rule: You must put the oxygen mask over your own nose and mouth before attending to those traveling with you. Overloading yourself makes it impossible to be there for others, whether at your job, in your family, or among your friends or in your community. (And think back to what Abdaal said about investing your energy.)
Guilt also comes from the fear that saying “No” will make you sound mean or unduly negative. The examples below will help you craft responses that are firm in guarding your boundaries but upbeat and positive in attitude so as to cushion your response in a way that feels more like kindness than rejection.
And in each case, the response means “No” without ever verbalizing the word.
FIRST, TAKE A PAUSE
Being polite is a given; being kind is a virtue. Imagine you’re having a rough day. You’re rushing to get to a client meeting but your tiny human is just not interested in putting on her shoes so you can get everyone into the car. Traffic is bad, and just as you get everyone unloaded, a PTA parent corners you with an “assignment.”
It would be instinctual to lash out and say, “Can’t you see I’m drowning? Can’t you see my nice suit for a presentation has dried cream of wheat on it because the tiny humans decided to have a food fight? What in the blankety-blank-blank makes you think I give a good bleep-bleep about organizing school spirit day?! I have no spirit, why should I care if everyone shows up wearing the same colors and why should I be the one to tell them to do it? Is your life so ridiculously so small and pitiful that school colors matter at all?!”
Instinctual, but halfway through that tirade, you’d notice parents making their own tiny humans back away from you, and furtively glancing at one another, and possibly at the school security guard. Your youngest is two, but you can now imagine parents giving you (and your kids) wide berth until all your offspring have graduated. (The one upside is that nobody will ever ask you to volunteer again!)
Instinct can make you blow up; taking a moment to pause and having a plan in place to say no without feeling like you’ve become a wild banshee may preserve your reputation (allow your kids to be able to invite friends over…someday).
NEXT, SHOW GRATITUDE
Start by thanking the person making the request.
Thank them? I can hear you screaming from here.
Yes, get in the habit of thanking people for asking for your help, whether you’re being asked to do something prestigious like speak at a conference or something that’s basically scut work. There are so many people, particularly those who are elderly or in the disability community, whose potential value is ignored by society, so take a moment to appreciate being considered at all.
Don’t thank them just because it’s polite; thank them because it gives you a moment to feel valued and appreciated, and because it forces you to pause and gather your resolve.
Begin with something like:
- I appreciate you thinking of me for this.
- Thank you for making me feel valued in our community (or workplace)
Whatever you say after, you’ve softened the blow:
- Thank you for considering me for this role, but I have to decline [for reasons].
- I’m honored that you thought of me for this, but I have to pass [this time].
PICK AN APPROACH
Not every request requires the same style of response.
Assertive Stance
When dealing with an equal, whether professionally or socially, address the person in a straightforward manner, making clear that the rejection is not about them (or their pet project) but about you.
This way, you avoid them giving all sorts of reasons why they’ll be able to wave their magic wants and eliminate the aspect of the project you see is problematic. But focus on yourself, and there’s little most people can say.
(Obviously, if you encounter someone who thinks you should give up caring for your ill grandmother so you can do bus duty at the child’s school, you have my permission to fake-call your grandmother in front of this person to make them uncomfortable. Really go for it. “I know you need me to change your catheter/clear your feeding tube/relieve you of your unremitting loneliness since Grandpa died, but Betty here says she doesn’t feel you’re as important as bus duty.”)
State your situation without getting into the weeds. Focus firmly on setting and maintaining your boundaries, and use “I” statements to keep the rejection focused on what you can control.
- Unfortunately, I have to decline this opportunity. My plate is already full.
- I’m sorry, but I can’t take on any more projects at the moment.
- I need to focus on my existing priorities right now.
If you’re comfortable expressing your personal needs, expand your explanation to reference that you are focusing on your pre-existing obligations, self-care, and personal well-being. (You can similarly reference your family’s needs. Use that Grandma guilt!)
Photo by RepentAndSeekChristJesus on Unsplash
- I’ve promised my children/spouse that I won’t take on any more activities that keep me away from the family. I’m sure you understand.
- I need to decline this to maintain my work-life balance.
- I’m prioritizing my health and well-being right now, so I can’t commit to anything extra.
- I’ve learned to recognize my limits, and I can’t stretch myself any thinner.
- I’m trying to prioritize my well-being, and taking on more isn’t conducive to that.
- I’ve realized I need to make more time for myself, so I have to decline.
If someone tries to bulldoze through your boundaries, politely but firmly reiterate your stance. Don’t let their lack of civility hamper your skills at standing up for yourself. Be prepared to say something that shuts down the conversation.
- Again, I’ll have to decline. It’s just not feasible for me right now.
- As I said, I appreciate the offer, but I have to say no.
- That won’t be possible.
Gentle Stance
Sometimes, you don’t feel that your professional or social relationship with the requesting individual is equal. For whatever, you may feel that you have to be more diplomatic or offer explanations that the other person will feel is more valid. There are a few ways to approach this.
The best way to approach this is to express enthusiasm for the offer and/or the project or regret that you can’t participate, or a combination, before identifying intractable obstacles. However, be cautious in how effusive you are about your enthusiasm and/or regret so as not to overplay your hand.
- This sounds fascinating. I wish I could say yes, but I have to decline because [reasons]
- I’m sorry, but I won’t be able to participate because [commitments/reasons]
- I’d love to help, but I’m already committed [to several specific prior obligations]
There are two variations to the gentle stance: delaying and being helpful.
Delaying Approach
Instead of an outright no, it may be useful to suggest the possibility of a postponement of your involvement. However, I caution you to only use this method if it’s realistic. It’s not fair to get someone’s hopes up that they will be able to count on you in the future, so only use this method if you believe it’s likely you will be able to help at some later point (or you believe there’s no likelihood you’ll be put in this situation again). It might sound like:
- Ouch, there’s so much on my plate right now, so I’m not able take this on at the moment. Can we revisit this in [specific timeframe, like next semester or 3rd Quarter]?
- I can’t commit right now, but let’s touch base after the holidays and see if my availability has changed.
- I’ve decided to focus more on my career right now. Maybe next season.
Maybe your rejection isn’t because of the project or the time it will take up, but a specific aspect (you don’t want to work with on a committee MaryJane or you’re not comfortable attending the meetings because you’d have to drive home in the dark). Delaying allows you to revisit the request in the future and inquire about changes in circumstantial.
Helpful Approach
Sometimes, your “no” reflects your specific circumstances, but you do value the project, organization, or effort. If so, expand upon the ways of declining above, but add helpful suggestions or offers, like:
- That won’t be possible, but I’m able to send you some bullet points on how I accomplished goals during the eleven (freakin’) years I served as committee chair!
- I’m not able to take on this role, but I’d be happy to donate [X dollars, or my backyard, or my unused bongo set].
- I’m really not qualified, but let me tell you who would be perfect for this.
- So, yeah, based on everything I just said, I can’t do this, but TJ just rolled off the nominating committee and might be looking for some new role.
- I’m not the right person for this, but this is right up Diane’s alley. She’s got an accounting background and is already at the school on Tuesday nights while her daughter is at drama club.
Obviously, don’t volunteer for a lesser role if you have no interest, and don’t suggest other people for something you know they’d be miserable doing (unless you really, really don’t like them).
Sometimes, the helpful approach isn’t for the other person, but for you. There will be times, usually in the workplace, where you will be asked to do something where, though the task is couched as a request, it’s really an order. You won’t be able to say no (and indeed, we would need another whole post, or possibly a book, to cover handling this).
If you’re asked to tackle something where you lack the skill set, the desire, and the time to handle this new project and everything else on your plate, don’t panic. Thank the person for their confidence in you (again, always start from a position of gratitude unless you’re actually ready to quit the job), reiterate all of your (work) obligations and ask for guidance in prioritizing.
Two more options you might want to use, in combination with other responses, are flattery and humor.
Flattery
Sometimes, you can inveigle the other person into deciding they deserve better than what you are (un)willing to give:
- Thank you for thinking of me, but I have too many obligations right now. I wouldn’t want to risk not giving this important project the attention it deserves.
- Thanks, but I would rather decline now than risk doing a mediocre or rushed job. Your [project/committee/idea] deserves someone’s best effort.
Humor
In J.D. McClatchy’s Sweet Theft: A Poet’s Commonplace Book, writer and translator Estelle Gilson shares a translation of a rejection issued by a Chinese economic journal to someone who had submitted a paper.
“We have read your manuscript with boundless delight. If we were to publish your paper, it would be impossible for us to publish any work of lower standard. And as it is unthinkable that in the next thousand years we shall see its equal, we are, to our regret, compelled to return your divine composition and to beg you a thousand times to overlook our short sight and timidity.”
The first time I read it, I laughed at the audacity of the hyperbole (even as I accounted for the cultural expectations likely inherent in the message). However, upon rereading, I recognized that while the Chinese recipient may (or may not) have found the rejection funny enough to be uplifting, humor may help you powerfully judge the “no” to a softer landing.
Lightening the mood makes it easier to state the refusal. You’ll feel more like you’re performing a “bit” and it’s just a touch distracting for the person on the receiving end. You don’t have to actually be funny ha-ha, but goofiness, snark, or hyperbole can dissipate the tension (or give you time to think of an exit line).
- I tried cloning myself, but it did NOT go well. The FBI made me destroy my machine.
- If I agree to this, my cat might stage a protest. Can’t risk a kitty rebellion.
- I’d love to help, but my superhero cape is at the dry cleaners.
Humor help you decline a request, but always employ a light touch to make sure it doesn’t come across as dismissive or rude.
Obviously, the appropriateness of humor will depend on the power structure of your relationship with the person whose request you’re declining and the context of the request. Saying no to your mother-in-law when she asks you to plan her 50th anniversary party is going to take a more deftness than telling your neighbor that you don’t want to join his Star Wars fan-fiction book club.
Remember, you are not asking for permission to say no. You are engaging in polite (and hopefully kind) communication in navigating the tricky negotiations of social and professional diplomacy.
Saying “no” to adding an unfulfilling obligation to your schedule lets you say “hell, yes!” to your priorities, your loved ones, your self-care, and your dreams.
Saying 'no' to adding an unfulfilling obligation to your schedule lets you say 'hell, yes!' to your priorities, your loved ones, your self-care, and your dreams. Share on XCelebrate the Global Day of Unplugging
From the moment you open your eyes in the morning until you finally nod off at night, do you experience over-stimulation? Do you suffer from over-availability, whether to your boss, colleagues, or clients, or to everyone who wants to talk to you about their political campaigns or your auto warranty?
Even if you’re overly connected with the world via glass screens, do you feel a lack of connection — with your loved ones, nature, or even your inner self?
Have I’ve got a holiday for you! From sundown this Friday, March 1, 2024 until sundown on Saturday, it is the Global Day of Unplugging!
WHAT IS THE GLOBAL DAY OF UNPLUGGING?
The Global Day of Unplugging is an annual campaign to bring attention to the importance of taking a break from 21st-century technology, whether that’s your computer, your cell phone, or your brand new Apple Vision Pro. The goal is to embrace person-to-person connection, the kind where you can see deeply into someone else’s eyes because you’re in the same space at the same time.
It’s not that digital engagement is bad, per se. Zoom meetings and remote work means we reduce our overall carbon footprint from work-related road trips and airline travel. Cell phones (even if people mostly communicate by text) let us know when our friends are running late or if the kids need someone to pick them up.
But being on-all-the-time keeps us from ever refreshing. When it’s our boss that keeps us connected, that’s toxic, as we’ve discussed previously:
- Toxic Productivity In the Workplace and What Comes Next
- Toxic Productivity Part 2: How to Change Your Mindset
- Toxic Productivity Part 3: Get Off the To-Do List Hamster Wheel
- Toxic Productivity, Part 4: Find the Flip Side of Productivity Hacks
- Toxic Productivity Part 5: Technology and a Hungry Ghost
I mean, we could move to France, as covered in the first post above, or to Australia, which has just voted to allow workers to ignore after-hours phone calls and email from their companies. That could help reduce any employer-related tethering to our devices.
But we do this same damage to ourselves! Like a digital pacifier, we reach for our devices when we’re bored or anxious: in line at the grocery store, waiting for a doctor’s appointment, on the other end of the couch from our kids or significant other.
Technology is pushed on us from above and from all sides, but it has the potential to become an addiction that pushes us further away from our loved ones.
Wouldn’t you benefit from a little escape? For one 24-hour period starting on Friday, people from all four corners of the globe (yes, I know globes have no corners), will intentionally walk away from their digital lives and meet IRL (in real life).
WHY UNPLUG?
Let’s look at the dangers of the attention economy, which treats our eyeballs (attention) as a scarce commodity. We can prevent some of the problems by decluttering our digital spaces; other parts require concerted efforts at unplugging.
Distractions
Our computers and devices bring so much digital clutter to our attention. Some of it involves what other people want us to pay attention to, things we may or may not find important. But other distractions we bring on ourselves by clicking our way into deeper and deeper rabbit holes, directing us to an article online or a video on TikTok, but then we stay, enraptured and forget what we were doing.
These distractions take our focus off where we intend it to be. Intention is how we make sure we handle what we prioritize and not someone else’s priorities. Decluttering minimizes those distractions.
When we’re organized in our homes or offices, the clutter and inefficient systems make it hard to find what we want when we want it. Digital clutter is more insidious because we don’t even realize that we’re being distracted — we’ve become so used to it, and because nobody else sees our digital clutter they don’t call attention to it.
When we eliminate digital excess and distractions and create new, more efficient pathways, we feel calmer and more in control. When that happens, we’re in the zone, better able to do deep work and get into flow, with less wasted time searching for whatever we want — or what our boss or client wants.
However, of all the ways digital addiction hurts us, perhaps the distractions and lack of productivity are the least important.
Physical Health
Digital overuse is bad for our physical health. We develop bad posture from shlumping at our desks, gripping our phones, and hyperextending our necks.
Tech Neck is an informal term for the medical condition we experience when we use our devices. We flex our necks and shoulders, causing strain strain on the muscles and joints; the more we do it, the greater the build-up of tension, leading to muscle pain and headaches. Some research even suggests that overusing mobile devices can cause bone spurs to form at the nexus between the neck and head!
Additionally, exposure to the blue light emitted by phones, tablets, and computer screens can cause insomnia and decrease the quality of our sleep, which can further impact our ability to focus. Of course, when our attention span is decreased (whether due to sleepless nights or being trained to think in tweet-length chunks of language), it takes ever more effort to interpret complex material or be creative.
And, of course, repeated digital interruptions from our devices leads to higher rates of exhaustion and stress-induced ailments.
Stress
Speaking of stress, staying plugged in messes up our psyches in multiple ways:
- Information overload leads to overwhelm — To borrow a movie title, it can seem like we’re dealing with everything everywhere all at once. Your work, your children’s homework portal, national disasters, politics — it’s all so important.
The problem with everything seeming like a priority is that eventually nothing is a priority. All issues, large and small, compete on a stage the size of the planet, the form of your smartphone, and the synapses in your brain simultaneously.
The problem with everything seeming like a priority is that eventually nothing is a priority. All issues, large and small, compete on a stage the size of the planet, the form of your smartphone, and the synapses in your brain… Share on X- Overwhelm leads to increased anxiety — Think about the last time you were trying to juggle multiple problems at the same time. I bet you were trying to give your attention to so many interested parties that one last, small request (“Honey, where’s the Costco card?” “Mom, can you take me to the mall?”) made you feel like your limbs where going to fly off in different directions.
- Use of social media leads to a variety of emotional dysfunctions. Over the last decade, social media use has grown; in 2022, the average person spent 2 hours and 27 minutes on social media per day. Why is that worrying?
- The more we connect online, the more we experience FOMO (fear of missing out).
- We more see other people having fun (attending parties, going on vacation, celebrating life milestones), the more likely we are to feel lonely.
- Comparing one’s own life to other’s highlight reels can lead to lower levels of self-esteem. If you judge your own self-worth by comparing yourself to others, social media may make you feel like you’re failing.
- As people — particularly younger folks — spend less time developing in-person social interactions and more time on social media and dating apps, there’s an increase in social awkwardness when they finally do meet face-to-face. This contributes to more social anxiety. Additionally, the social relationships we do have tend to fray without positive, in-person interactions.
- Social media makes it easier for people to exhibit bad behavior. Bullied teenagers used to have a respite from their cruel classmates once the school day was over; now, it follows them home on their phones and social gaming sites. And we all know about rude online treatment of anyone who dares to have a differing opinion on anything, whether politics, sports, or music, or has a different religious, national, ethnic, or other kind of identity.
- More nuanced unkindness online occurs in the withholding of likes or social approval, which again, when we compare our “performance” and “appeal” to that of others, can make us feel like we’re lacking.
- All of this can lead to depression.
- We can lose the ability to ability to self-soothe when we’re constantly tethered to our digital pacifiers. On the plus side, our devices can distract us from very real things that, well, suck. But when we become dependent on that kind of distraction, our former life skills dissolve. We used to be able to make polite conversation with strangers in line or read books for extended periods of time. We could go to sleep without an hour of scrolling. Now, we’re often unable to tame our thoughts unless we allow the internet to do it.
WHY IS IT SO HARD TO UNPLUG?
Every app and the whole on the internet is purposely designed to keep you coming back.
There’s a scientific explanation. Every time we use our devices, it reinforces the pathways taken by dopamine, a happy-making neurotransmitter at the base of our reward-seeking behaviors. Just like the bells and blinking lights on a Vegas slot machine condition us to pull the lever or push the buttons one more time, the notifications, “Breaking News” headlines, daily streaks in apps, and aforementioned “likes” draw us back in.
Worse, as with other addictions, when this neurotransmitter pathway doesn’t get reinforced, we actually experience something very similar to a chemical withdrawal. Have you ever found yourself without your phone, feeling jittery and unable to tame your mood?
It’s not your fault. You have to use modern devices for work, and you really do want to have access for many of life’s convenience. But you will feel better if you can lessen your dependence.
HOW TO UNPLUG FOR A DAY
To celebrate the Global Day of Unplugging, you can look for a community event near you. There’s everything from a musical chairs event in Charleston to Yoga and Sound Healing in Gainesville, from a Family Bonfire & S’Mores in Star, Idaho to something called a Disco Get Down-Dog in San Diego. And this truly is global, with events from Denmark to Bolivia, Virginia to Switzerland!
The Global Day of Unplugging organization has listed over 200 ideas of what you can do instead of being plugged in!
The idea isn’t to become a Luddite, but to find ways to feel less isolated or disconnected (whether from others or yourself). Ideas range from the tame (unclutter your pantry, take a hike, do some gardening) to those that indulge your inner child (build a living room fort, blow bubbles, put on a puppet show).
Create art (decorate a lantern, have fun with origami) or go on a quest (create a scavenger hunt or go on a Gnome hunt)! And while I’d be hopeless at crocheting for a cause or going on an ice-block slip & slide, all of these events would definitely be healthier for my brain, heart, and soul than scrolling through the curated slime-fest some platforms have become.
You can also support the global unplugging movement by making a donation or purchasing “merch,” but even joining at the free plan lets you download their “I/We Unplug” signs.
If you enjoy the Global Day of Unplugging, consider taking a tech sabbath as described by Tiffany Shlain in 24/6: Giving up Screens One Day a Week to Get More Time, Creativity, and Connection or doing a digital detox on a more regular basis, so you and your devices take a real break from one another.
24 Smart Ways to Get More Organized and Productive in 2024
Happy New Year! Happy GO Month!
January is Get Organized & Be Productive (GO) Month, an annual initiative sponsored by the National Association of Productivity & Organizing Professionals (NAPO). We professional organizers and productivity experts celebrate how NAPO members work to improve the lives of our clients and audiences by helping create environments that support productivity, health, and well-being. What better way to start the year than creating systems and skills, spaces and attitudes — all to foster a better way of living?!
To start GO Month, today’s I’m echoing Gretchen Rubin’s 24 for ’24 theme that I mentioned recently, and offering you 24 ways to move yourself toward a more organized and productive life in 2024. There are 23 weekdays in January this year, so if you’re feeling aspirational and want to conquer all of these, you can even take the weekends off as the last item is a thinking task rather than a doing task.
I broke these organizing and productivity achievements down by category, but there’s no particular order in which you need to approach them, and certainly you don’t need to accomplish every one on the list, in January or even all year. Jump in and get started — some only take a few minutes.
PUT LAST YEAR AWAY
1) Make many happy returns!
Did you know that shoppers will return $173 billion in merchandise by the end of January? Chances are good that you (or someone for whom you oversee such things) got gifts that need to be returned.
Don’t put it off. The longer you wait, the more clutter will build up in your space, and the more likely you will be to suffer clutter-blindness until the return period has expired. Most stores have extended return policies during the holidays, but they can range upward from 30, depending on whether you have a gift receipt.
The Krazy Coupon Lady blog reviews the 2024 return deadlines for major retailers. She notes that you’ll get your refunds faster by returning items to the brick & mortar stores rather than shipping them back. You’ll also save money, because some online retailers charge a restocking fee.
2) Purge your holiday cards.
While tangible greeting are getting fewer and farther between, you probably still got a stack. Reread them one last time, and then LET THEM GO.
Did Hallmark or American Greetings do the heavy lifting, and the senders just signed their names? Toss them into the recycling bin. Paper Doll‘s grants you permission to only save cards with messages that are personal or resonant.
If they don’t make you cry, laugh, or go, “Ohhhhh,” don’t let them turn into the clutter you and your professional organizer will have to toss out years from now when you’re trying to downsize to a smaller home! It’s a holiday message, not a historical document; you don’t transcribe your holiday phone conversations and keep them forever, right?
The same goes for photos of other people’s families. You don’t have to be the curator of the museum of other people’s family history; let them do that.
3) Update your contacts.
Before you toss those cards, check the return addresses on the envelopes and update the information in your own contacts app, spreadsheet, or address book.
Next, delete the entries for people you’ll never contact again — that ex (who belongs in the past), that boss who used to call you about work stuff on weekends (ditto), people who are no longer in your life, and those who are no longer on this mortal coil.
If you don’t recognize the name of someone in your contacts, Google them or check LinkedIn (is it your mom’s doctor? your mechanic?) and if you still don’t know who it is, you’re obviously not going to be calling or texting them. Worst case scenario, if they text you, you can type back, “New phone, who dis?”
BOX UP YOUR INBOXES
4) Delete (most of) your old voicemails.
How often do you return a call only to hear, “The voicemail box is full and is not accepting messages. Please try again later.” When someone calls you and requests you call them back but their voicemail is full, it’s frustrating because it makes more labor for you.
Do you assume that it’s a cell phone and text them? (I believe texting strangers without permission is a breach of etiquette.) Plan to call back later? Assume that they’ll see the missed call and get back to you, starting another round of phone tag? ARGH!
Dial in to your voicemail and start deleting. Save phone numbers for anyone you’ll need to contact and log anything you may need to follow up on. But unless you’re saving a voicemail for legal purposes or because you can see yourself sitting in an airport, listening to a loved one’s message over and over (cue sappy rom-com music), delete old voicemails.
If you’ve got a landline, clear that voicemail. If you’ve still got an answering machine, how’s the weather in 1997? Yeah, delete old messages.
Smith.ai has a great blog post on how to download important voicemails (from a wide variety of phone platforms) to an audio file. Stop cluttering your voicemail inbox!
5) Clear Your Email Inboxes
Start by sorting your inbox by sender and deleting anything that’s advertising or old newsletters. If you haven’t acted on it by now, free yourself from inbox clutter! Delete! Then conquer email threads, like about picking meeting times (especially if those meetings were in the past).
Take a few minutes at the end of each day to delete a chunk of old emails. To try a bolder approach, check out a classic Paper Doll post from 2009, A Different Kind of Bankruptcy, on how to declare email bankruptcy.
6) Purge all of your other tangible and digital inboxes.
Evernote has a default inbox; if you don’t designate into which folder a saved note should go, your note goes somewhere like Paper Doll‘s Default Folder. Lots of your note-taking and other project apps have default storage that serves as holding pens. Read through what you’ve collected — sort by date and focus on the recent items first — and either file in the right folders or hit delete!
Walk around your house or office and find all the places you tend to plop paper down. Get it in one pile. (Set aside anything you’ll absolutely need in the next few days to safeguard it.) Take 10 minutes a day to purge, sort, and file away those random pieces of paper so that you always know where they are.
HIT THE PAPER TRAIL
7) Embrace being a VIP about your VIPs.
You need your Very Important Papers for all sorts of Very Important Reasons. If the last few years have proven anything, it’s that life is unpredictable, so we need to find ways to make things as predictable and dependable as possible.
Yes, putting together essential paperwork isn’t fun. It’s boring. But you want it to be boring. The more boring your vital documents are, the more it means there will be no surprises for your loved ones in troubling times (like during and after an illness, after a death, while recovering possessions after a natural disaster) or even when you’re just trying to accomplish something like getting on an airplane.
Start with these posts, then make a list of any document you already have (and where it is), and another list of what you need to create, and plan meetings with your family and a trusted advisor to set things in motion.
How to Replace and Organize 7 Essential Government Documents
How to Create, Organize, and Safeguard 5 Essential Legal and Estate Documents
The Professor and Mary Ann: 8 Other Essential Documents You Need To Create
Paper Doll’s Ultimate Guide to Getting a Document Notarized
Paper Doll’s Ultimate Guide to Legally Changing Your Name
A New VIP: A Form You Didn’t Know You Needed
8) Create your tax prep folder now so you’ll be ready for April 15th.
Do you toss non-urgent mail on top of the microwave? Might those important 1099s and 1098s and 1095-A and W-2s get lost? Don’t lose deductions, pay more taxes, or get in trouble with the IRS!
By the end of January, you’ll start getting tax documents in the mail. Pop them in a folder in your financial files or in a dedicated holder like the Smead All-in-One Income Tax Organizer.
Recapping Paper Doll’s 2023 Posts — Which Were Your Favorites?
With one week left in 2023, have you taken time yet to review your year?
For the December Productivity and Organizing Blog Carnival, Janet Barclay asked us to identify our best blog posts of 2023, and I had a tough time.
“Best” is subjective, and Janet let us have free reign as to which post fit. Some bloggers chose their most popular posts in terms of readership; others, the ones that garnered the most comments. Some of my blogging colleagues picked their most personal posts, while others selected what they felt would have the most impact on people’s lives.
The problem is that picking just one means leaving the others behind, and I wrote forty-two posts this year! Eventually, I narrowed the selection to half a dozen posts, and then turned to colleagues and friends who were almost evenly split, bringing me no closer to a solution. In the end, I picked Paper Doll On Understanding and Conquering Procrastination because it served as the foundation for so many other posts, but also because I’d been lucky enough to find some great visuals, like this one from Poorly Drawn Lines:
so much to do pic.twitter.com/fiSm7Y2Erg
— poorly drawn lines (@PDLComics) December 21, 2022
Beauty, like clutter, is in the eye of the beholder. To that end, here’s a recap of everything we’ve discussed in 2023, with a few updates and tweaks along the way. My personal favorites are in bold, but I’d love to know which ones resonated the most with you during the year!
ORGANIZE YOUR INSPIRATION
After uploading last week’s post, Toss Old Socks, Pack Away 2023, and Adjust Your Attitude for 2024, I got to thinking about all the different ways we can take our word, phrase, or song of the year and keep it in the forefront of our minds.
I’d reviewed the traditional methods (vision boards, posted signs, turning the song into your wakeup alarm), but felt like there needed to be something that stayed with you, independent of your location. Only being reminded of your goal to be a leader when you’re standing in front of your fridge doesn’t really help you in your 1-to-1 meetings at work. (I mean, unless you’re the Queen of the Condiments or King of the Crisper Drawer.)
Only being reminded of your goal to be a leader when you're standing in front of your fridge doesn't really help you in your 1-to-1 meetings at work. (I mean, unless you're the Queen of the Condiments or King of the Crisper Drawer.) Share on XSerendipitously, within minutes of thinking about this, an ad came across one of my social media pages. (Normally, I ignore ads, but this one had me thinking maybe “serendipity” would be a good theme word for some year!) The ad was for Conscious Ink, an online temporary tattoo retailer specifically for creating body art to help you mindfully connect with your themes and messages to yourself, disrupt negative self-talk, and promote the healthy habits you’re trying to embrace!
As Conscious Ink’s About page explains, if you want to keep something top of the mind, why not try something that keeps it “top of the body?” Whether body art is your thing or you haven’t experimented since your Minnie Mouse temporary tattoo at summer camp <mumble mumble> years ago, this is a neat trick!
There’s even research as to how a temporary tattoo can support permanent emotional and cognitive transformation and improve mindfulness and focus on things that uplift one’s higher self. And that’s the point of a theme word, phrase, or song, to keep you focused on what you want rather than what you allow to drag you down! Manifest what you want your life to be.
Conscious Ink’s temporary tattoos use non-toxic, cosmetic-grade, FDA-certified, vegan inks. Each one lasts 3-7 days, depending on where you apply it, your skin type and activity level, and (I suspect) how many life-affirming, stress-reducing bubble baths you take. Categories include mindset, health and wellness, spiritual/nature, relationships, parenting, celebratory, and those related to social causes. Prices seem to hover at around $10 for a three-pack and $25 for a 10-pack. There’s even a Good Karma Guarantee to make sure you’re satisfied.
Whether you go with Conscious Ink (which is designed for this uplifting purpose) or seek an alternative or custom-designed temporary tattoo (through vendors like Momentary Ink or independent Etsy shops), it only makes sense if you place it somewhere you can see it often.
After all, if you place a temporary tattoo reminder to stand up for yourself on your tushy, it probably won’t remind you of much. For most of us of a certain age, putting it at our wrists, covered (when we prefer) by our cuffs, will give us the most serene “om” for our buck.
If you place a temporary tattoo reminder to stand up for yourself on your tushy, it probably won't remind you of much. Share on XAlong the same lines as my advice on adjusting your attitude for 2024, you may want to consult Gretchen Rubin’s Tips for Your “24 for 2024” List. Rubin and her sister/podcast co-host always have an inspring Happier Trifecta: a year-numbered theme, along with with a challenge and a list.
PRODUCTIVITY AND TIME MANAGEMENT
This was a big year for productivity discussion. I’m a firm believer that keeping your space and resources organized is key to being productive. However, it’s hard to keep the world around you organized when outside influences prevent you from being efficient (doing things well) and effective (doing the right things).
We continue to see the value of body doubling, whether through friendly hang-outs, co-working (virtually or in person), or professional organizing services, whether you want to conquer garden-variety procrastination or get special support for ADHD.
Partnering for Success
Paper Doll Sees Double: Body Doubling for Productivity (I almost submitted this post to the carnival. Accountability and motivation for the win!)
Paper Doll Shares 8 Virtual Co-Working Sites to AmpUp Your Productivity
If you’d like to explore the body doubling or co-working experience, friend-of-the-blog Deb Lee of D. Allison Lee is offering a no-cost, two-hour Action Day event on Tuesday, January 9, 2024, from 10 a.m. to 12 p.m.
This event is designed for her clients and subscribers, but after a cheery holiday conversation, Deb said it was OK to let my readers know about the opportunity.
Deb describes an Action Day as “personal training for your productivity muscles!”
An Action Day (especially as Deb runs them) is a stellar way to narrow your focus and start taking action on your goals. (And what better time than at the start of the new year?) You’ll get to connect with others who are also working on goals and habits with the support of Deb, a productivity coach I admire and adore.
Just bring your top two or three priorities, and you can conquer anything, like:
- organize your workspace
- write your book outline
- clean up your digital files
- test a new productivity app
- send out client proposals
- anything!
You’ll videoconference with a small, select group via Zoom. Share your goal and tasks, work for the bulk of the two hours, and then take time to debrief and share your successes!
Moving Yourself Forward
Getting anything done involves figuring out what you have to do, knowing what’s kept you from getting started, making it easy for you to begin, and celebrating even the smallest wins. These next three posts were where the magic happened this year!
Paper Doll On Understanding and Conquering Procrastination (This is the post I submitted to the Productivity & Organizing Carnival.)
Frogs, Tomatoes, and Bees: Time Techniques to Get Things Done
Use the Rule of 3 to Improve Your Productivity
Dealing with the Pokey Times
If you’re overwhelmed by all you’ve got going on during late December and early January, you can skip onward. However, if your workplace closes down during the holidays, or your professional and personal lives just feel like they’re kind of in a slump right now, you may find some inspiration in two pieces I wrote for the summer slowdown.
The weather outside may be frightful (unless you’re reading from Australia), but if you are looking for ideas to pump you up when everyone is in a post-shopping/meal/travel haze, these posts may stir your motivation:
Organize Your Summer So It Doesn’t Disappear So Quickly
Use Your Heart, Head, and Hands to Organize During the Slow Times
Try To Do It All (And Knowing When to Step Away)
Maybe you did your annual review and found that you’re feeling burned out. If so, you are not alone. It’s easy for your groove to turn into a rut, and for all of your drive to accomplish come crashing down because you never take your foot off the gas all year!
If you missed these posts earlier need a second shot at embracing the importance of variety, small breaks, and actual vacations, here’s your chance to read some of my absolute favorite posts of the year:
Paper Doll Says: Don’t Get Stuck in a Rut — Take Big Leaps (Be sure to watch the diving board video!)
Was baby Paper Doll burned out? In a rut? Just pooped?
Take a Break — How Breaks Improve Health and Productivity
Take a Break for Productivity — The International Perspective (This is the post that introduced the Swedish convivial snack break, fika!)
If you had any doubts about what I said about the importance of taking breaks in your day to refresh your body, your brain, or your spirit, a new report just a few weeks ago confirms that we need that late afternoon break if we don’t want our productivity to turn to mush! And the more we push ourselves beyond work hours, the greater our decrease in productivity!
If you’re desperately in need of a full break, but are suffering from decision fatigue and don’t have the energy to begin planning a whole vacation, there are options to make it easier for you. In the BBC’s piece, Why 2024 May Be the Year of Surprise Travel, you may find some rousing options.
Need a little inspiration to spend your holiday gift money on experiences rather than tzotchkes? Check out Time Out’s 24 Best Things to Do in the World in 2024 to envision where you could take long breaks to refresh yourself. Those vintage trains in Italy are calling to me, but perhaps you’d prefer the immersive “Dream Circus” in Sydney, Australia, or Montréal en Lumière’s 25th anniversary?
(Never mind, I know. Everyone wants to go on the Taylor Swift cruise from Miami to the Bahamas. Just come back with good stories instead of memento clutter, OK?)
TOOLS AND IDEAS FOR GREATER PRODUCTIVITY
Sometimes, rereading my own posts reminds me how many nifty things there are to share with you, and how many are still to be discovered.
Paper Doll Helps You Find Your Ideal Analog Habit Tracker — So many people have requested a follow-up covering digital habit trackers, so watch for that in 2024.
Paper Doll Presents 4 Stellar Organizing & Productivity Resources
Paper Doll Shares Presidential Wisdom on Productivity — From the Eisenhower Matrix to Jefferson’s design for the swivel chair, from limiting wardrobe options to understanding the difference between being busy and being productive, we’ve had presidents who have known how to get more (of the right things) done. With an election year in 2024, I’d love a debate question on the candidate’s best tips for staying organized and productive!
Surprising Productivity Advice & the 2023 Task Management & Time Blocking Summit
Highlights from the 2023 Task Management & Time Blocking Summit
3 Simple But Powerful Productivity Resources — Right in Your Browser Tab — The offering that got the most attention this year was definitely Goblin.Tools. I’m sure that as we head into 2024 and beyond, I’ll be sharing more resources that make use of artificial intelligence.
Let’s just remember that we always need to give precedence to our own intelligence, in the same way we can’t follow GPS to the letter if it directs us to drive in to a lake. In fact, like all organizing and productivity guidance, remember what I said way back in 2020 in The Truth About Celebrity Organizers, Magic Wands, and the Reality of Professional Organizing: there is no magic wand.
AI and other solutions, tangible or digital, and even professional organizers, can make things easier, but the only way to get the life you want is to embrace making positive behavioral changes.
RESOURCES FOR ORGANIZING YOUR WORK AND TRAVEL SPACE
Privacy in Your Home Office: From Reality to Fantasy — It’s interesting to see that privacy, and not just in home offices but in communal workspaces, has become a priority again. Check out this recent New York Times piece, As Offices Workers Make Their Return, So Does the Lowly Cubicle.
Paper Doll Refreshes Your Paper Organizing Solutions
Paper Doll Organizes Temporary Papers and Explores Third Spaces — Do you have systems for dealing with your “temporary papers,” the ones that you don’t need to file away but aren’t triggering an immediate action?
Paper Doll Organizes Your Space, Money, and Well-Being While Traveling
Paper Doll is Clearly Organized — Translucent Tools for Getting it Together
Paper Doll Explores New & Nifty Office and School Supplies
Organize Your Desktop with Your Perfect Desk Pad
No matter where I go in 2024, be assured that I will be keeping my eyes open for solutions for keeping your paper and work supplies organized.
My Thanksgiving weekend shopping trips brought me a variety of intriguing options. At Kohl’s, I saw 30 Watt‘s Face Plant, a way to keep your eyeglasses handy while refreshing the air around you (and keeping you perky) with greenery. The 5.5″ x 6″ x 5.25″ ceramic planter holds a plant, gives you a place to rest your glasses (so you won’t misplace them under piles of paper on your desk), and is dry erase marker-friendly! (It’s currently on sale for under $14.)
A stop at IKEA in Atlanta was so productive for organizing tools that you’ll be seeing posts with nifty names like Övning (for tidying a child’s desk accessories and creating privacy), Kugsfors (wall-mounted shelves with tablet stands for keeping books and iPads visible while working), Bekant (sit/stand desks) and more.
ORGANIZING YOUR FINANCIAL & LEGAL LIFE
Not everything in the organizing and productivity world is fun to look at, and that’s especially true of all the financial and legal documents that help you sleep soundly at night. Still, Paper Doll kept you aware of how to understand and protect your money, your identity, and your legacy.
Speaking of which, if you haven’t created your Apple Legacy Contact and your Google Inactive Account Manager, why the heck not? Use the power of body doubling up above, grab a partner, and get your digital life in order!
Lost & Found: Recover Unclaimed Money, Property, and Savings Bonds
Paper Doll’s Ultimate Guide to Legally Changing Your Name
Paper Doll Explains Digital Social Legacy Account Management
How to Create Your Apple & Google Legacy Contacts
Paper Doll Explains Your Health Insurance Explanation of Benefits
DEALING WITH EMERGENCIES AND STRESSFUL SITUATIONS
Sometimes, I write a post I wish I’d been able to read earlier (like the one on preventing and recovering from a car theft). Other times, like when a friend had a health emergency, or when Paper Mommy had her fall in November, I’m glad the posts already exist. If you missed these the first time around, please be sure to read, share, and bookmark them; think of them as an insurance policy, and let’s hope you won’t need them.
How to Organize Support for Patients and Families in Need
Organize to Prevent (or Recover From) a Car Theft
Paper Doll Organizes You To Prepare for an Emergency
GRAB BACK OF INTERVIEWS, UPDATES, AND PHILOSOPHY
Paper Doll Interviews Motivational Wordsmith Kara Cutruzzula
You already know how beloved my friend Kara Cutruzzula‘s Brass Ring Daily newsletter and Do It Today podcast are at Paper Doll HQ.
After having read and enjoyed Kara’s Do It For Yourself — A Motivational Journal and her follow-up, Do It Today — A Motivational Journal (Start Before Your Ready), I had no doubt that I’d be jumping on her third when it was released in September.
If you haven’t already picked up Do It Or Don’t — A Boundary-Creating Journal, use that Amazon money you almost certainly got this holiday season!
One of the Paper Doll themes for 2024 will focus on setting (and maintaining) better boundaries to accomplish more of what’s meaningful, and I’ve got multi-color tape flags sticking out of Kara’s book from all the chapters to share her bounty with you.
What’s in a Name? “Addressing” Organizing and Productivity
Paper Doll Suggests What to Watch to Get More Organized and Productive — As we head into the new year, I’ll be keeping my eyes open for podcasts, webinars, and TV shows to help you keep your space organized, your time productive, your finances orderly, and your life joyous. Readers have been sending in YouTube and TikTok videos that inspire them, so please feel free to share programming that you’d like to see profiled on Paper Doll‘s pages.
Paper Doll on How to Celebrate Organizing and Productivity with Friends
Paper Doll and Friends Cross an Ocean for Fine Productivity Conversations
From in-person get togethers with frolleagues (what my accountability partner Dr. Melissa Gratias calls those special folks who are both friends and colleagues) to Friday night professional organizer Zooms, accountability calls, and Mastermind group collaborations, this has been a great year for staying connected and sharing the benefits of those conversations with you.
I also loved guesting on so many fun podcasts related to organizing, productivity, technology, and more. If there’s someone you’d like to hear me debate or banter with, let me know!
SEASONAL POSTS
Spooky Clutter: Fears that Keep You from Getting Organized
Paper Doll’s Thanksgiving Week Organizing and Productivity Buffet
Paper Doll De-Stresses Your December
Paper Doll on Clutter-Free Gifts and How to Make Gift Cards Make Sense
Are you stressed out because you haven’t gotten someone a gift yet? Maybe a good start would be to help an overwhelmed special someone take my advice about going on a travel break. Consider gift certificates for something like Get Your Guide, with opportunities to get guided tours of locally-vetted, expertly-curated sporting, nature, cultural, and food experiences. With 118,000 experiences in 150 countries, pick a multiple of $50 or set your own amount, and your recipient can pick the domestic or international travel experience that fits best.
If you know your recipient will be traveling by rail, consider a gift card for Amtrak or ViaRail in North America. Eurail doesn’t sell gift cards, but you can pay for a pass, or buy a gift card for a rail pass for more than a dozen specific European train lines. And if you’d like to help someone organize vacation serenity and secure a bundle of travel attractions for a given city, try TurboPass in Europe or City Pass and The Sightseeing Pass in North America.
HERE’S TO A MORE ORGANIZED AND PRODUCTIVE 2024
Whether you’ll be spending the next few days reading, traveling, or doing your annual review, I hope this last week of 2023 is a happy and healthy one.
To send you off for a cozy week, I’d like to share a Whamagaddon– and Mariah–free, retro 100-minute holiday playlist from the late 1930s through the early 1960s. It’s somehow easier to dismantle the tree and write thank-you notes to Guy Lombardo. (My favorite clocks in at 52:42 with “What Are You Doing New Year’s Eve?”)
Please let me know your favorite Paper Doll posts from this year, and I’ll meet you back here in 2024!
Toss Old Socks, Pack Away 2023, and Adjust Your Attitude for 2024
I don’t know about you, beloved readers, but 2023 has been a rollercoaster.
In January, someone rang my doorbell late at night to tell me they’d hit my car in the parking lot; in August, my car was stolen. And in November, just ten days before she was set to join us for Thanksgiving, Paper Mommy fell and fractured her pelvis in two places, and then developed pneumonia 48 hours later, and complications after that! (As of this weekend, she’s finally home and recovering.)
I’m a positive person, but when the TV ads promote stage productions of Annie and the music swells for “The Sun’ll Come Out Tomorrow,” I’ve been struck by a powerful urge to throw the remote through the screen.
Professionally, 2023 was a mixed bag. I’ve maintained and added wonderful clients to my roster, and had a dazzling variety of in-person and virtual speaking engagements. But I was also saddened when a cherished elderly client passed away, and I must confess to not having made any headway on a passion project I’d wanted to write.
This is the traditional time to look back and pack away the prior year and set the tone for the one to come.
Letting go of what’s awful or unnecessary comes as second nature to professional organizers; it’s almost therapy to us. For example, I’m not much for Black Friday, but I used the opportunity to replace almost all of my socks with snazzy new ones and jettisoned the old, sad ones. I’m ready for a new foundation, literally and figuratively.
Evaluating and state of a hosiery drawer and replacing all of hole-y socks is easier than doing a deep dive into how we’ve lived our lives over the past year and designing change for the coming one, but they are similarly life-affirming and necessary.
Editor’s Note: if you want to feel doubly-good about getting new socks, consider Bombas, which donates a pair to unhoused individuals for every pair you buy, or John and Hank Green’s Awesome Sock Club, where 100% of the profits go to a charitable organization working to decrease maternal and child mortality in Sierra Leone.
LOOK BACKWARD AND EMBRACE THE PERSONAL ANNUAL REVIEW
There are myriad ways to reflect on your past year, with multiple purposes. The main categories you might want to consider are:
- Health — Please don’t focus merely on weight, but consider stamina and strength, lab results, mental health, and health-related habits (both positive and unsavory).
If you don’t know how you’re doing in these areas, calling to make appointments with specialists and getting a handle on your numbers and benchmarks is a good place to start in the new year.
Don’t have a primary care provider or dentist or OB/GYN? Behind on your immunizations or age-appropriate health screenings like mammograms or colonoscopies? Make 2024 the year to catch up on your adulting! (In 2022, I finally got my overdue tetanus booster, an important one for professional organizers. We never know when something sharp is going to jump out and bite us!)
- Finances — Your bank balance doesn’t tell the whole story.
Did you stay within your budget? (Do you actually have a budget?) Are you comfortable with your rate of savings over the past year? Did you make good or bad investments (or avoid signing up for that 401K at work because you didn’t understand how it worked)?
Is your credit score trending up or down? Are there mistakes on your credit reports, or have you not even checked AnnualCreditReport.com since before the pandemic…or ever?
Dollars Photo by Alexander Grey on Unsplash
- Professional Development — If you work for someone else, prepare for your company‘s annual review (likely done on your work anniversary) by asking:
- What were the top projects I worked on this year in terms of financial return or impact? Am I happy with my contributions? Did I meet expectations? Exceed them?
- What achievement am I most proud of? Where did I fail to hit the mark of expectations, either my own or the company’s?
- What do I wish I had known or done earlier in the year to have improved my performance? What training, skills, knowledge, resources, or support do I need to make my performance next year better?
- Business — If you own your own company, business development means all of the professional development category, plus a much more detailed analysis. Look at all of your goals, not only to see if you achieved them, but to understand how you can improve their specificity, measurability or relevance the next time around.
Do you know where your clients or customers came from? Do you know how satisfied they are with your service or products? What are your metrics for sales, followers on your social media platforms (and interactions with those followers), newsletter subscribers, and your standing in the community?
Competition doesn’t matter as much as client satisfaction, but neither matter if you have no idea how your company (of one employee or one thousand) is trending.
- Relationships — Nobody can tell you what your relationships should be, but if you’re not feeling loved and supported most of the time in your interactions with your partner, family, and friends, it probably won’t get better on its own. Organizing relationships matters!
Identify areas of improvement, like better communication or ways to nurture one another and connect. Maybe you just need to cook and eat meals together, which a recent study has found leads to well-being.
Perhaps you need to consider whether this relationship has outworn its welcome. Just as with clutter, people buy into the sunk-cost fallacy; instead of throwing good money (or time) after bad — whether it’s an outgrown/defective car, gadget, or relationship — sometimes the best thing we can do is break free of inertia and let it go! (Cue Frozen!)
- Intellect and Education — What did you learn in 2023? What did you read or listen to that made you better at what you do or in terms of who you are? Students get report cards; as adults, it’s harder to evaluate our intellectual growth.
Try writing reviews of the books you read or tracking them in a notebook, or online in an app like Goodreads. (With only two weeks to go, I doubt I will hit my Goodreads Challenge goal of 39 books this year; I’m at 28 and will probably only finish two or three more. But that’s probably more than I’d finish if I didn’t keep track.)
- Personal Growth — What’s different about you now versus last January? Have you grown in any way that’s discernible to your others or yourself? Did you embrace any new hobbies or skills?
If you’re happy with your life, huzzah! But if you feel like there was something missing in 2023, or if you participated in activities that no longer float your boat, now’s the time to explore and set some goals with actionable benchmarks for enriching your life. Make time for hobbies and passionate pursuits, and make room in your schedule for serendipity to offer you surprises!
- Community — Do you have a community outside of your work? Whether it’s social, political, charitable, spiritual, or otherwise, do you feel like you were involved in something bigger than yourself this year? How (and with whom) do you want to move forward next year?
WHAT TO DO WITH WHAT YOU LEARN FROM YOUR ANNUAL REVIEW
Knowing how you did is only the first step. Next, focus on three activities: Celebrate, Acknowledge, and Grow!
Celebrate
When I worked in television, I had a wonderful general manager who used to say, “One ‘Aw, <bleep>!’ wipes out ten ‘Atta-boys!'”
While his salty statement was designed to address public perception, it also calls to mind that even if we celebrate our successes in the moment, when we sit down to evaluate how we’ve done, we tend to focus on our failures and our shortcomings. With the perspective of weeks and months, we can revisit the areas of our lives where we’ve done well (or at least we did better than circumstances might have otherwise allowed).
Go through your calendar, emails, and task lists and find the wins! And because we can be unreliable narrators of our own lives, ask your partner, closest friends, mastermind group, and/or colleagues. You may be delightfully surprised by the successes you’ve forgotten while focusing on the day-to-day or even the fumbles.
Acknowledge
Yes, we do fumble. At work, with our families, with our promises to ourselves. We fail to aspire by believing we cannot succeed in organizing our spaces or our time or our lives, or we aspire without realistic planning, writing checks our overwhelmed future selves can’t cash.
The point isn’t to get mired in where we’ve fallen short, but to cash in our reality checks, measure our ending points against our starting visions, giving ourselves credit and then acknowledging what we must do differently. Do we need new goals and aspirations, or do we need to seek professional help, comradeship/support, and different tools?
Grow
There is little point to looking back as a pure exercise unless we plan to sit on our laurels or self-flaggelate. Instead, we should use the knowledge of our past year to determine what we want our next year to reflect. Often misquoted or truncated, there’s an excellent quote by Dr. Maya Angelou:
“I did then what I knew how to do. Now that I know better, I do better.”
After evaluating your year, ask yourself how you want to do better. Do you really want to lose weight to hit an arbitrary number on the scale, or do you want to feel more comfortable and more confident in your clothes? Do you want to jump on the fitness trend everyone else is trying or do you want to explore something that fits your needs and workout style?
I recently learned that our ability to get off the floor by ourselves, without using our hands, is highly correlated with longevity. So, even though I start every year wishing I were good at yoga (and not both klutzy and bored to tears by it), for 2024, I’m looking at continuing my 10+K walks, getting back into Pilates, and exploring functional workouts designed to help improve stability and strength. I’m also giving myself a benchmark date by which if I haven’t gotten into a regular routine beyond walking, I’m going to hire a coach to guide me on functional aging skills.
If you aren’t happy about (or aren’t feeling informed on) your finances, start by gathering intelligence. Your credit cards likely have a dashboard that sorts your expenditures into categories you can evaluate, like restaurant service delivery or monthly fees for apps you’re no longer using. Look for “spend analyzer” or “year-end summary” on your financial account apps to note trends. If you’ve been using Mint as an independent financial dashboard, note that Intuit is suspending it and moving some (but not all) of its functions to Credit Karma, so you may need to find an alternative.
PICK YOUR ANNUAL REVIEW STYLE
I know from experience that I flounder when trying to do a free-form annual review, so over the years, I’ve embraced Year Compass, which I learned about from Janet Barclay. Year Compass is free, downloadable and fillable, printable PDF. (It’s available in translations to dozens of languages.)
Just print the booklet version and fill it out by hand. (Be sure to set the page to US English to get North American paper measurements.) Alternatively, you can type your answers directly into the digital version. (My penmanship gets more unwieldy each year, but I think we all feel more connection to the past year’s version of ourselves if we hand-write responses.)
Explore the innovative questions to generate a thorough evaluation of how your past year turned out and how to approach the coming year. Do this on your own or with a group of friends or family after a yummy at-home brunch.
In last year’s post, Organize Your Annual Review & Mindset Blueprint for 2023, I talked about the importance of evaluating your year based on your personal values, as well quantitative and my own list of qualitative questions, which I’ll share again:
The Good
- What challenges made me feel smart, empowered, or proud of myself this year?
- What did I create?
- What positive relationships did I begin or nurture?
- Who brought delight to my life?
- Who stepped up or stepped forward for me?
- What was my biggest personal highlight or moment I’d like to relive?
- What was my biggest professional moment I’d want to appear in my bio?
- What’s a good habit I developed this year?
The Neutral
- What did I learn about myself and/or my work this year?
- What did I learn how to do this year?
- What did neglect or avoid doing out of fear or self-doubt?
- What did I take on that didn’t suit my goals or my abilities?
- What was I wrong about?
The Ugly
- What challenges made me feel weaker or less-than?
- Whom did I dread having to see or speak with this year?
- Who let me down?
- Whom did I let down?
- What did I do this year that embarrassed me (professionally or personally) or made me cringe?
- When did I hide my light under a bushel?
- What am I faking knowing how how do? — Instead of pretending you know how to do something but are choosing a different path, ask for help. Make decision about what to do from a position of strength rather than weakness.
- What’s a bad habit I regret taking up or continuing?
- Where did I spend my time wastefully or unproductively? (It’s social media. For all of us.)
- Where did I spend my money wastefully or unwisely? (Target? Let’s take a poll. Was it Target?)
WHY LOOK FORWARD?
Unless you’re a fourth grader watching the clock tick down until recess, time moves too quickly. We have little opportunity to savor the good, and before we know it, the years have flown by. If I don’t plan for how I want to live my future, time will go by without achieving what I want. To remind myself of the brevity and value of each day (without getting too maudlin), I use the simple but motivational app Life Clock.
Life Clock, available for iOS and Android, envisions a lifetime as the equivalent of a 24-hour clock. You feed it limited personal information and it extrapolates your life expectancy (though you can always adjust the number). It then identifies, for the given date, what “time” it is in your life.
Gulp!
Life Clock shares mini-facts about how to extend your lifespan (and notes what shortens it), and details historical trends and where traditional benchmarks (like graduating and moving out of your family home) fit on the clock of life. Each minute of your “life clock” equals about 20 days in real life.
We don’t need to “optimize” every bit of our lives; we deserve downtime. But we only get 1440 minutes in a real day, so let’s not waste a single one of our life clock minutes on things that aren’t good for us and don’t make us happy.
Nobody gets to decide for you what matters most. That said, it’s hard to stay focused on what matters to you when kids and world events and who Taylor Swift is dating all get in the way.
RESOLVE TO GIVE UP RESOLUTIONS
As I’ve written for many years, I don’t think resolutions work; they lead to disappointment and frustration. Why?
- People set unrealistic expectations. Resolutions are often overly ambitious and fail to account for the time and effort you need.
- Not all goals have to be SMART goals, but if your resolutions lack specificity (“get out of debt” or “get it shape,”), you have no actionable steps to take.
- Most resolutions have no real plan of action and no method for achieving accountability.
- Far too many resolutions have no intrinsic motivation. If your resolutions are designed to make someone else happy (whether that’s your mother-in-law or society) or compete (with a societal ideal or another individual), you’re bound for misery. I prefer SMARTY goals that are specific, measurable, achievable, relevant, time-based, and most importantly, yours.
- Too many resolutions are made and evaluated with all-or-nothing thinking. Success based on perfectionism is demotivating. Give yourself grace.
Instead of resolutions, focus on changing your habits. I’ve written about this at length, including in Organize Your Life: The Truth About Resolutions, Goals, Habits, and Words of the Year back in 2019 and earlier this year in Paper Doll Helps You Find Your Ideal Analog Habit Tracker.
So read those two posts, and for real, meaningful change, read Charles Duhigg’s The Power of Habit: Why We Do What We Do in Life and Business
and James Clear’s Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones.
We don’t change who we are just because we decide to. We need a game plan. I will never embrace brevity in talking or writing. I will never be a morning person. But, I can change my habits. And so can you.
PROMOTE YOUR 2024 PLAN TO YOURSELF
Along with habit changes instead of resolutions, I believe in boosting your mindset so you can remind yourself, regularly, that you want to live a certain way, and why.
In the annual review/forward-looking posts I’ve linked to throughout this post, I’ve done deep dives into ways to keep the motivation and energy of your “why” alive. You can read about them in detail, but they include:
- a word of the year
- multiple words (like a trio of words) of the year
- a quote or motto or mantra of the year
- a song of the year
Whatever you pick, this word or phrase or song is your personal theme for the coming year. It reflects what you want to remember about your goals and your attitude. We all know that advertising works, so whatever you pick, or however you combine these ideas, use your (organized) space to keep your attention on your intention for the year.
Promote your theme word or phrase or song — to yourself — on a vision board to reflect and encompass any or all of your motivating words, phrases, and songs. Post your message to yourself on your bathroom mirror, your fridge, the inside of your front door — anywhere that it will give you a boost! Change your wakeup alarm on your phone to your song theme!
PAPER DOLL’S WORD OF THE YEAR FOR 2024
Some years, I do better than others with my word choice. In 2020, I picked “ample” and embracing the phrase “Ample: it’s not just for bosoms anymore.” I’ve carped about how the “ample” opportunities for experiencing a global health crisis weren’t appreciated, but upon years of reflection, I did grow the virtual organizing and productivity coaching side of my business.
2021’s “delighted” kept me seeking opportunities for delight, but I never managed to find a word that fit well for 2022. This year, I chose “fulfilled,” and it was a guiding principle behind work and life choices.
So far, I have two contenders for 2024.
One option came to me mid-summer in a flash, so I wrote it on the December page of my calendar so I wouldn’t forget. The word is UPGRADE.
I have a habit of overthinking a word’s unintentional implications. (Like how the year I picked “resilient,” I ended up with too many things from which to bounce back.)
Upgrade, though, has real potential. While there might be a slight implication of expense — having to replace things — I really feel the vibe of improvement. This isn’t about upgrading tangible things (socks notwithstanding) but about the quality of my experiences.
But “upgrade” has a quirky competitor: PRONOIA.
Don’t worry if you’ve never heard of it. Honestly, the first time I heard the word, I assumed it was made up. It’s opposite of paranoia; a person experiencing pronoia believes that the world around them conspires to do them good. Obviously, taken to extremes, it might seem like psychological or spiritual irrationality.
But Buddist principles haven’t been working for me, I’m still trying to get a handle on the Stoics I talked about in Toxic Productivity Part 2: How to Change Your Mindset. I feel the pull of a bigger change in my life, and I think “pronoia” dovetails with the idea of a life upgrade.
Thus, I keep coming back to the Carly Pearl song in which I first heard the word “pronoia.”
While song is about psyching oneself up after a heartbreak, there’s something in the lyrics (and Pearl’s intonations) that I find inspiring.
You ever heard the word Pronoia?
It’s the opposite of paranoia, pronoia
The belief that the world conspires in your favor
Honey, it’s a game changer
It’s a cherry lifesaver
When I feel like everything is breaking down
It’s the dip before I hit the higher ground
(©2023 Carly Pearl, Renee Hikari, and David Baron)
How do you feel about the year that’s ending? What word or phrase or song is emblematic of what you want in 2024?
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