Archive for ‘Productivity’ Category

Posted on: February 6th, 2023 by Julie Bestry | 19 Comments

Last week, in Paper Doll Sees Double: Body Doubling for Productivity, we looked at the concept of body doubling and the mechanisms by which it helps us with productivity and accountability through social pressure, task orientation, biological cues, and extended focus.

My wise colleague Diane Quintana, CPO®, CPO-CD, who has expertise using body doubling with her clients with ADHD, added “…body doubling is a calming strategy. I find that when my clients are anxious or stressed over a particular task, using this strategy – quietly working alongside them – is a calming influence. They get more done in less time and with less stress.”

In that post, I walked through my experiences with body doubling one-on-one with clients, and virtually, in a group setting in co-writing sessions and at a writing retreat. I also laid out how to identify the ideal body-doubling method for your needs and the attributes to consider in seeking out a platform.

Whether you call it social focus, group body doubling, or co-working, if you haven’t been able to find the right mix of support and aren’t eager to create your own, you might want to consider one of the platforms profiled in this post.

FREE CO-WORKING WITH PREMIUM UPGRADES

Groove

Groove bills itself as a free accountability club and is targeted toward solopreneurs. It’s not a networking or venture capital matchmaking site, but it does seem to lean into convivial support and the possibility of making connections.

To start, and “to ensure the trust and safety” of their community, you fill out an online form with basic information: name, email, why you want to try Groove, a project you might like to conquer, and how you found out about Groove.

Next, download the Groove app for your mobile device. From the home screen, start a “groove” session, where you will be joined by one-to-three other participants. The app prompts each person through a one-minute video check-in to share goals for the forthcoming groove.

Next, microphones are muted and cameras are turned off, and you’re presented with a screen to enter your goal and break it into distinct tasks. As you work, you check off the tasks, and your fellow Groovers (Groovies?) can cheer your accomplishments via the in-app text chat.

After 50 minutes (the length of two Pomodoros without a break in between), cameras and microphones are turned back on, and there’s another video check-in to debrief.

Each Groove is exactly 60 minutes, including the worktime and the bookending check-ins. After completing one Groove, you can go right into another or just move on with your day. Groove says it helps users “ditch distraction, find focus, and celebrate small wins through social connection and peer support.”

If Groove assigns someone to your session with whom you’ve grooved before, the app adds a little caption to let you know the folks you’ve previously met (so you can say “Nice to see you again” instead of “Nice to meet you,” preventing social embarrassment for those who don’t really remember names or faces).

Groove operates 24/7 around the world, but notes that you’re most likely to encounter fellow Groovers during regular business hours in the US (and, one assumes, Canada).

In addition to ad hoc sessions with whomever is using the platform, you can also start a private Groove with specific individuals or schedule a Groove for later in the week. The latter is restricted to those who have grooved at least five times previously. Instructions are in the site’s FAQ

If you’re a solopreneur and are looking for body doubling at no cost, this is a chipper and free option.

I see some potential disadvantages, however. The app is phone based; while some people (read: Millennials and Gen Z) might be comfortable using a phone for this kind of video chat experience and typing goals and tasks into a phone, others may be frustrated.

My vanity has taught me how to set up the light and achieve the best angle when I’m on a video call. Even if talking with strangers, I don’t want to be shot from below and my middle-aged arms can’t comfortably hold a camera up for that long. Also, I can barely type on my phone, so I dictate. I vastly prefer to use a full-sized (with numerical keypad) keyboard with my two desktop iMacs. 

Of course, if the overall approach appeals to you, there are a few solutions. I found this inexpensive aluminum phone stand in a variety of colors, including a purple one that matches my iMac.

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Additionally, you could use a small Bluetooth keyboard to type on the phone.

It’s not clear how Groove makes its money. Usually, if you are not the consumer (paying the fee) then you are the consumed, being targeted with advertising. Hm.

 

GoGoDone

I was in the middle of researching this post when Renaissance woman and friend-of-the-blog Kara Cutruzzula of Brass Ring Daily emailed saying, “Since November, I’ve been dropping into “GoGoDone” sessions…Usually small groups, a mix of entrepreneurs and small business owners and marketers. They’ve improved my concentration 110% — and I’m a Questioner! It’s like a free Caveday.”

GoGoDone co-working sessions are conducted over Zoom and are moderated by hosts to keep everything running smoothly. At the start of a session, you share what you’ll be working on during the session, and they recommend bringing tasks at which you’ve been procrastinating.

Work sessions last for 90 or 120 minutes, during which microphones are muted, and there are networking breaks to help “to keep you sharp.”

​Participants can Zoom in from anywhere in the world. Look at the GoGoDone calendar to find a session you’d want to join, and then access the session via Zoom link shared in GoGoDone’s Slack community.

(Registering with Slack, a free website companies and organizations use to communicate in a closed environment, instead of via email, is easy; once you join, you’ll have access to the evergreen Zoom link for sesions. There’s no obligation to participate in GoGoDone’s Slack “channels” (i.e., discussion threads).

Sessions are generally available on weekdays from 4 a.m. to 8 p.m. Eastern time (though there are occasional weekend opportunities). This makes it less useful for night owls like Paper Doll but has fantastic opportunities for you early birds!

GoGoDone is designed specifically for solo professionals to get the camaraderie they need to conquer procrastinated-on work, including producing podcasts and newsletters, developing client proposals and doing the actual work, promoting content via social media, writing, building websites, and more.

In addition to the free co-working community, there are GoGoDone Sprints, two hours each Monday through Thursday for two consecutive weeks (so, 16 hours) to get ahead on projects for which you’ve always wanted to work on but have never set aside the time. Check-ins bookend each two-hour session and there’s a short, fun discussion break to keep brains fresh. With GoGoDone Sprints’ structure, masterminding, and community makes it a short-term accountability group combined with body doubling. Sprint participation is limited and costs $99 (with deep discounts for their newsletter subscribers).

(GoGoDone also has a premium community for anyone seeking extra support and guidance specifically on marketing a solo business. This includes mastermind sessions, 1:1 coaching, co-promotion opportunities, and social outreach sessions.)

Focusmate

Pitching itself as a virtual co-working model for anyone who wants to get anything done, Focusmate provides body doubling in a more traditional sense. There are only two participants, you and your randomly-assigned Focusmate partner. 

Create an account and then book a session for the time you want, and at the appointment moment, you join a video call. New sessions are available every 15 minutes, so if you’re feeling the need for support, you won’t have to wait long, even on weekends or in the evenings.

Connect via the Focusmate web app in your browser. On your computer, you’ll need to use Chrome. On a mobile device, you can choose Chrome or Safari. You can add virtual backgrounds, screen sharing, and video effects.

Each session is either 25 minutes (the length of a standard Pomodoro), 50 minutes, or 75 minutes, bookended by an opportunity for you each to share your goals and then recap how you did…and celebrate your mutual successes. Your partner remains in a minimized picture-in-picture while you work.

Interestingly, while you are co-working, your camera remains on for the entire session, sound is optional — there’s a mute button — but some people thrive at body doubling when they hear another person’s typing or breathing. However, you are not supposed to converse; there’s a text-based chat for entering the tasks you’re working on, or if you need to communicate. On the plus side, this ensures that you will feel the complete body doubling experience, with the presence of another person matching your energy completing a similarly-styled task.

Although most often used for professional (i.e., desk-based work), the FAQ notes that as long as you keep your camera (and audio) on, you can use the platform for other kinds of tasks, including household tasks like cooking and cleaning, as well as “art, music, writing, reading, even at-home exercise!” 

Although partners are typically randomly assigned, you can “favorite” them by tapping the star (☆) next to your partner’s name in a session, on their profile, or on the People page. Then, you can later choose to schedule a “locked-in” Focusmate session with that specific favorited person. Once you favorite someone, you can “snooze” them so you’re not partnered with them again for a set time.

You can use the Availability setting to control who can book scheduled sessions with you: all Focusmate members (except anyone you might have blocked or snoozed) or only favorites, or refuse all invitations to scheduled sessions.

The FAQ notes that, “Accountability is enforced by Focusmate and its community members. If you’re late or don’t show, Focusmate can detect it and your timeliness score will be reduced, and your account can also be frozen. If your partner goofs off during the session, you can report it using the reporting button on the appointment card in your dashboard.” This is great for rule followers who seek a serene experience, but it feels kind of like how you and your Uber driver rate one another — potentially stressful.

I really like that Focusmate talks about the science-based success of the behavioral triggers of the body double method, similar to what we discussed last week: pre-commitment, implementation intentions, social pressure, accountability, task definition, neurotransmitters and brain chemistry and flow.

Focusmate is free for up to three co-working sessions per week; at the Plus level, it’s $6.99/month if billed annually or $9.99/month if billed monthly.

There are also two separate Community and Team plans with special pricing designed to increase interaction and member connection within far-flung communities or companies without direct supervision. Additionally, businesses (especially those with employees who works off-site and without supervision) can reduce remote workers’ sense of isolation while improving productivity and focus. 

CO-WORKING MEMBERSHIP SUBSCRIPTIONS

Flown 

Want help taking flight with your creative inspiration? Flown’s founder started with Cal Newport’s Deep Work, and then experimented with creating in-person deep work retreats – at a villa in Spain, a chateau in France, and a townhouse in Portugal. (Nice work if you can get it, eh?) COVID scuttled the in-person events, but not the concept, and Flown was born. 

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Flocks are group co-(deep)working sessions run on Zoom and facilitated by experts. Choose the session types on the dates you want to attend, and Flown sends you calendar invites to ensure you can have the time blocked out, uninterruptible. Click the link in the invitation, turn on your camera, state your goals, and work! Share your achievements at the end!

Flocks have a wide array of styles and focus areas. Deep Dives, offered five times a day, are silent work sessions for anything you want to focus on. After Flockers (attendees) state their goals, everyone settles into two 50-minute deep-working flights; there’s a “quirky” quick break at the one-hour mark to keep your mind fresh. 

Twice per day, you can attend a sprint-styke Power Hour where you focus on getting key tasks completed. They’re designed for getting you into a flow state for that productivity boost.

Flown also has four 20-minute morning Take-Off sessions, which include a short meditation, handwritten journaling time, and an opportunity to state your day’s intentions to fellow Flockers. Finally, there are 8-hour freestyle Drop-In sessions; arrive and leave whenever you like to take advantage of body-doubling co-working sessions to get your deep work done.

For those who would like a bit of motivation without actually interacting with other humans, you can watch a Flown Porthole, videos of other people doing deep creative work. Pick the ceramicist, author, sculptor, athlete, or others. It’s faux body doubling, similar in theory to what I discussed in Flow and Faux (Accountability): Productivity, Focus, and Alex Trebek), but more motivating.

Flown also offers three recharging events:

  • Airflow — Live, coached breathwork sessions to renew focus and boost well-being, side-by-side with other session attendees.
  • Almanac — Nugget of inspiring content designed to help you refresh between Pomodoros or other stretches of work sessions; they’re designed to help “fuel divergent thinking.”
  • Awe Walks — Live, guided active meditation walks to help you detach from work and refresh your mind.

Flown offers a 30-day free trial, after which there are two membership options. Join Flown Free and participate in Flocks, Take-Offs, Airflow, and Awe Walks for free on Fridays only; avail yourself of Portholes and other on-demand content twice/month with limited access to Flown’s Academy (guides to deep work) and community. Flown Free members can only schedule one live event at a time.

For $19/month ($225 billed annually) or $25/month (billed monthly), Flown Full offers unlimited access to everything and extra booking options. (UK-based members with ADHD can apply for grants for financial support.)

On the down side, Flocks are only offered on weekdays, which makes it less advantageous for working on a side-hustle outside of your Monday-Friday grind. 

Cave Day

Two years ago, this was the best-known, most-researched co-working brand.

Trained focus experts lead Cave Day participants through 1- or 3-hour, pre-scheduled sessions. There are 50+ participants in each session, held via Zoom, though you announce your goals in smaller breakout rooms. Cavers are invited to hide their phones, turn off their mics, keep their cameras on, and settle in for “head-down focus” in their work sprints

To maintain energy and focus, each Cave session alternates between deep work sprints and invigorating breaks. Based on efficacy research, sprint lengths vary from 45 to 52 minutes to “optimize the brain’s focus capacity.” The exact length is a surprise so you will immerse yourself in work and not watch the clock. They note, “Because of the nature of deep work and distractions, we don’t allow late arrivals. Sorry.” (You can, however, leave early.)

Click on a Cave in the weekly schedule to book it. Ad hoc drop-in sessions are $20, or you can purchase one of three membership types: $30/month (paid annually), $35/month (paid quarterly) or $39.99 for monthly members.

Flow Club

This online co-working option has a sleek, clean look and a focus on achieving flow, and is particularly promoted to professionals with ADHD.

Flow Club has its own web app, which operates inside your browser. There are hundreds of live sessions each week, around the clock, and session lengths can be 60, 90, or 120 minutes in duration.

Book a session listed on the schedule of upcoming options to “pre-commit” and make yourself more likely to attend. (You can schedule at the last minute, though.) Sessions are hosted to keep everything on track, and there are up to eight participants at any session.

Show up at the appointed time; participants share their goals and then the host sets a timer (and may begin playing focus-inducing music to help induce a flow state. (The schedule indicates which sessions have music, in case that’s something you want to avoid.) Meanwhile, cameras stay on, but everyone is muted and focuses on completing their own deep work. At the conclusion of the session, everyone debriefs and celebrates their achievements (or at least their progress).

You can try Flow Club for free, but then it’s $40/month (or $33.33/month if paid annually) for unlimited access.

TWO MORE OPTIONS AT OPPOSITE ENDS OF THE COST SPECTRUM

Social Pomorodo

Perhaps you want something a little more casual? Don’t want to have to register? Social Pomodoro is about as low-fi as you can get and still be on the computer. Choose one of three options:

  • Single Player — To get the hang of it, opt for a computer to be your body double.
  • Veteran — Once you know what you’re doing, click on this option to be assigned a work buddy. Traffic is relatively low on this platform, so they suggest clicking Veteran status in “idle mode” and wait for someone to join you. (You can use Single Player in another tab simultaneously.)
  • Friend in Mind — Want to body double but don’t want a Zoom, Meet, or Teams account? Have a friend head to Social Pomodoro around the same time, and you can click this button to make sure you get put in the same Pomodoro room.

In all three versions, buddies have 120 seconds to one another in the chat box and text about goals for the session. You’ll see the timer count down to ensure you each get time to talk and are ready to hit the ground running.

Next, work for 25 minutes, a standard Pomodoro measurement, without chatting. The one-screen countdown timer helps you keep pace. At the end of the session, there’s another 120 seconds to share how things went.

Social Pomodoro is a quick alternative if you need your feet held to the fire to complete short tasks like making phone inquiries, scheduling appointments, reading school assignments, drafting emails, or doing a brain dump.

On the up side, it’s free, low-tech, and you don’t have to create an account. However, you’re not going to must live body-doubling suppor unless you bring your own. 

Spacetime Monotasking 

This simultaneously one of the most flexible, most expensive, and most proactively progressive co-working platforms, stating that they are “committed to creating a welcoming environment for BIPOC, LGBTQIA+, neurodivergent, and people of other systemically marginalized identities.”

Two like-minded women on TikTok founded Spacetime Monotasking (the opposite of multitasking) designed it to “support creatives, entrepreneurs, freelancers, and anyone who wants to use their time differently” by tuning out the outside world and focusing on your priorities. They call it mindfulness in motion.


Spacetime Monotasking hosts live sessions every weekday run through a Discord server. (In case you’re not familiar, think of Discord is a worldwide social media for voice, video, and text chat.) Begin with Spacetime Monotasking’s start page, accept the invitation, and register with Discord.

There are three levels of ongoing memberships: $35 for 5 sessions/month, $55 for 10 sessions/month, and $85/month for unlimited sessions. You can also opt for a drop-in session for $10.

Additionally, individuals can apply for a discounted membership: “Our Boost Rate is intended to uplift BIPOC and others who experience systemic economic disadvantages.” There’s no free trial for the live, hosted monotasking sessions, but you can experience a video version of a Spacetime Monotasking 1-hour sprint:


If you don’t belong to an organization that offers co-working sessions and aren’t up for starting your own, would you try one of these platforms? From free up to $1020/year (with many price points in between), from one body double to a crowd of fellow workers, which appeals to you the most for conquering procrastination and getting into that flow state?

Posted on: January 30th, 2023 by Julie Bestry | 15 Comments

Knowing what you have to do and doing it aren’t the same things. If you were raised in the 1980s or 1990s, you learned you were supposed to eat according to the food pyramid. Nowadays, there’s the updated MyPlate approach to healthy eating, to make sure everyone gets the right proportions of fruits and vegetables, grains, protein, and dairy each day.

But knowing how you should eat doesn’t mean that you’ve never contemplated chowing down on break room doughnuts for breakfast. And it’s not just fictional characters like Olivia Pope who’ve had wine and popcorn for dinner.

And while sometimes family, friends, and colleagues can lead us astray from nutritional goals, it’s been proven that hanging out with people whose health goals are similar to yours can help keep you on the straight and narrow.

Simply put, when you’re with people who model good behavior, you’re more likely to participate in that good behavior. So, what does this have to do with organizing or productivity?

BODY DOUBLING AND ACCOUNTABILITY 

Two years ago, I wrote Count on Accountability: 5 Productivity Support Solutions, one of the most popular posts I’ve had in the 15+ years I’ve been writing the Paper Doll blog. The concept of getting accountability support to conquer procrastination and achieve more productivity really resonated.

Perhaps you only know about body doubles in movies or on TV. That kind of body double often appears when the featured character is doing something the actor can’t do, like a backflip or fancy dance move. Subsets of body doubles are stunt doubles, or in the case of some films with a bit of nudity, “butt doubles.” However, when we’re talking about productivity, the “butt” is not about someone else’s; it’s about getting your own derriere into the chair to attack avoided tasks.

In that post two years ago, I explained the body doubling technique developed in the ADHD community. In support groups, participants found that when another person was present, participating in quiet tasks with a similar (non-distracting) energy, it helped the individual maintain focus and motivation. We professional organizers often work as body doubles with clients (both those with ADHD and those without) because it successfully creates an environment for focused work.

Any of us on our own (but particularly clients with ADHD) might (intentionally or unintentionally) delay working on a task or get distracted. Realized or unrealized anxiety about a task — fear of failure, for example — can prevent someone from starting, but you have to start in order to have anything you can improve upon. (See: “You can’t edit a blank page.”)

When a project is hanging over your head, you might find ways to delay or distract yourself, but when someone is there, investing their time in you (and you’re investing your time and money to achieve your goals), body doubling helps you push past the anxiety and be more productive

As a professional organizer, when I’m body doubling with a client, we may be working side-by-side or across from one another. I may pre-sort piles of papers into categories (bills to pay, documents to review, items to file) while the client is working through one category at a time to complete distinct tasks. Students quietly studying for an exam in the library or doing homework in study hall are similarly using the body doubling method to achieve focus and productivity.

Scientific research on the benefits of body doubling are scant, but I can think of at least six (interlocking) ways in which body doubling advances an individual’s ability to stick with a task:

  • Accountability — By definition, accountability is “the obligation or willingness to accept responsibility for one’s actions.” You may feel like introducing a second party to get your own work done is cheating, but it’s not.

Really, accepting responsibility means marshaling all of your resources to attack a problem and achieve the stated outcome. If a body double, accountability partner, mastermind or study group, workout partners, or anyone else can help you achieve your goals by their mere presence in your life, availing yourself is no different from having a state-of-the-art computer, a current eyeglass prescription, or properly-fitting running shoes. A body double is just a quiet, human-shaped resource for maintaining accountability.

Studying in Library Photo by Robert Bye on Unsplash

  • Social pressure — If someone present with you expects you to get something done, you’re probably going to stick with it and do it. Of course, we’re not all equally responsive to the presence and expectations of others.

Gretchen Rubin’s work on her Four Tendencies framework (how we respond to inner and outer expectations) is a great place to start for understanding the role of social pressure in getting things accomplished.

Some people are Upholders, disciplined at meeting both their own expectations and those of others. Me? I’m an Obliger. I’ve got superior discipline when someone is waiting for me to do something. I am always on time to meetings or appointments, and I deliver what is expected of me by deadlines. However, I’m iffy at goals that only satisfy my own preferences.

Rebels can’t be forced or convinced, but the beauty is that a body double isn’t a boss or a manager telling you what to do. The body double is just mirroring what you’re doing. There’s nothing to rebel against; the body double is just along for the ride. Meanwhile, Questioners can’t be convinced by expectations, only their own pathway to finding meaning in the task. As with Rebels, the body double’s role is as travel companion.

The key is that for those who struggle with getting started or sticking with a task, a partner or several can improve the likelihood of reaching goals.

  • Project or task orientation cues — On their own, many people have difficulty maintaining focus on the project at hand. This can be the result of any of a variety of executive function disorders or just a byproduct of living in the 21st century.

For every work-related search you do on Google, you’ll encounter numerous links — both on the search page and then in the sidebars, body, and bottom of the articles you’re reading — specifically designed to take you somewhere else on the web.

On our own, we go down rabbit holes and can’t find our way back to the original link or get trapped in dozens of open browser tabs. Body doubling means that just on the periphery of our consciousness, we’re aware that someone else is present, and that keeps us tethered to our work. We may go astray, but our body double’s presence can bring us (and our focus) back to the here and now.

  • Biological cues — The experience of participating in body doubling and mirroring the body double’s behavior can help activate some nifty neurotransmitters. Literally, doing the task cues the bodily systems to kick start, making it easier to hunker down and do the work.

Do It Now Scrabble Tiles by Brett Jordan on Unsplash

  • Task execution — “Well begun is half done.” (Aristotle) “You don’t have to be good to start … you just have to start to be good!” (Joe Sabah) “Only put off until tomorrow what you are willing to die having left undone.” (Pablo Picasso)

Such quotes are all well and good, but if you’re using procrastination to soothe your present discomfort, you already know you’re going to feel worse as the deadline approaches. To borrow from what I wrote in my original post on accountability: 

Canadian psychology professor and all-around expert on procrastination, Timothy Pychyl, author of Solving the Procrastination Puzzle: A Concise Guide to Strategies for Change, explains that procrastination isn’t just delay. He explains that procrastination is “a voluntary delay of an intended act,” one where the person procrastinating is cognizant that the delay is going to have a cost, whether that cost is financial, interpersonal, professional, legal, or otherwise.

When we procrastinate, we know that there’s no upside; we aren’t merely weighing a logical choice between two options of equal value. It’s less, “geez, how can I decide on whether to go on this romantic anniversary date with my spouse or prepare for my presentation this week?” and more, “Eek, I’m feeling icky about doing this thing for some reason and I’ll latch on to any random thing, like bingeing a sit-com I’ve seen in its entirety three times!”

Experts like Pychyl have found that at its base, procrastination is “an emotion regulation strategy” – a way to cope with a particular emotion while failing to self-regulate and perform a task we know we need to do. We convince ourselves we’d rather feel good now, thereby causing more trouble for our future selves.

Getting started on those tasks is hard. But the minute you have another person there with you, you’ve got a (silent) partner whose presence makes getting procrastinating less possible and doing the (appropriate) activity a smidgen easier.

  • Extended focusIt’s common to have trouble sticking with tasks that are boring, repetitive (and thus boring) or lengthy (again, yawn). The presence of others who match your energy and behavior type (reading, writing, doing math homework, sorting, etc.) sprinkles a little extra fairy dust to keep focus a bit longer.

If you were doing a series of Pomodoros (25 minutes of work, 5 minute breaks) on your own, you might give up after one or two. Someone else doing the same or similar tasks in your nearby environment is kind of like keeping pace with another random jogger or bicyclist on your route. If you were on your own, you might give up, but just a little bit of what I think of “competitive companionship” may be all you need to keep going.

To learn more about body doubling, consider:

Could a Body Double Help You Increase Your Productivity? (CHADD)

‘Body doubling,’ An ADHD Productivity Tool, Is Flourishing Online (Washington Post)

Use Body Doubling to Increase Your Productivity (Life Hacker)

How Body Doubling Helps When You Have ADHD (VeryWellMind.com)

I Tried A ‘Body Doubling’ App To Help With Focus – It’s Weird But It Works (Refinery 29)

What to Know About the ‘Body Doubling’ Trend That’s Keeping People with ADHD on Task (Men’s Health)

CO-WORKING FOR ACCOUNTABILITY

Body doubling as a method of accountability has been on my mind lately. In addition to regular client-related work and this blog, I have four special projects in the course of six weeks. I’m being interviewed for a podcast and for a video summit, participating an online summit requiring me to make a video and appear on live virtual panels, and I’ve got an in-person speaking engagement next week. Yikes!

All of these projects require research, writing, and finessing of verbal expression. (I like to be prepared, even when I will eventually have to be extemporaneous.) Deep down, I know it will be fine, but we all have bits of performance anxiety seep in. Timothy Pychyl might say that my temptation toward procrastination is a bit of (messed-up) emotional regulation strategy. But I’ve had (and will soon have more) help in sorting it all out.

Co-Writing Sessions

I’m a member of the Authorship and Publishing Special Interest Group (SIG) in the National Association of Productivity and Organizing Professionals (NAPO). We have monthly meetings and an email group for supporting one another as we write books, articles, blog posts, presentations, and other projects.

Last week, the SIG began holding weekly two-hour co-writing sessions. A small number of us log on to a Zoom call, talk about what we hope to accomplish, and then settle down to write. We each muted our microphones (especially important for me, as I tend to think out loud, which would make it hard to be a silent body double for anyone else), content in the knowledge that if we needed to reach out to our fellow writers, we could type a message into the Zoom chat.

When I minimized the Zoom window, instead of it dropping into the Mac dock or otherwise hiding, it turned into a tiny, floating, repositionable window (about 3/4″ high by 2″ wide). I could see one of my co-writers — in miniature — and it reminded me that I had a goal and that someone <waves hands> out there is on my side in the effort to get my project done.

At the top of the next hour, we turned our mics back on just long enough to check in, offer support, and return to our writing for another hour. I used the first co-writing session to prepare my notes for the summit interview two days later, and felt so confident and prepared because I had this co-writing time. 

These are drop-in sessions on a fixed day each week; the participants will change according to each writer’s need and availability, but I’m already looking forward to the next one.

“Making Space to Write” Virtual Writing Retreat

In some ways, that co-writing session was a practice run for an event this past Friday, January 27th. Two of our Authorship & Publishing colleagues, Standolyn Robertson and Leslie Hatch Gail, put a lot of planning into the event. Registration was required, and we had an hour-by-hour retreat agenda.

We were encouraged to set our goals in advance, and once we arrived, after brief introductions and some housekeeping announcements, we hunkered down for 45 minutes of quiet writing time, nudged by a slide with a motivating quote. 

(Per participant requests, I am not including any identifying photos.)

Because the live Zoom screen showed the participant gallery and a shared slide, the minimized floating screen wasn’t showing me my colleagues, just the slide. I thought that might lessen my feeling that I was being body doubled, but it didn’t. I was always aware (and calmed by) the slide’s reminder of everyone’s presence.

From then on, at the top of each hour we had 15-minute “human breaks” to stretch, address any biological needs, and answer a prompt slide prompt. Questions were lighthearted and ranged from “What hobbies are you participating in?” to “What was your best purchase in the last year?” We entered our answers on the chat screen, had a little verbal interaction on Zoom, but at the quarter hour mark, we all went back to writing.

What fascinated me was that every time I’d get to a logical stopping point in my writing, ready to take a breather, I’d look at the clock and see it was just the 59 minute mark of the hour! 

Around 1 p.m. (in my time zone), we took an hourlong lunch break. Some attendees had to run errands, but for the majority who stayed, it was like having a lunch with co-workers, something we professional organizers (mostly solopreneurs) rarely get to do. Finally, after a full day of writing, we had a social hour during which time we played a rousing and hysterical online version of Scattergories.

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Which Experience Was Better?

Comparing and contrasting these two events, it’s easy to see the differences. The co-writing session was fairly informal, of a short duration, and included only four participants. While we used one member’s Zoom account, there were no real leaders; we each took responsibility for our own behavior.

Conversely, the virtual writing retreat was more formal (with the exception of wardrobe), with Standolyn and Leslie moderating and leading us through activities. It ran from 11a to 6p (including lunch and our day-ending Scattergories socializing) and had about a dozen writers in attendance. 

On an ongoing basis, I can see the advantage of short, weekly co-writing sessions. I’m not usually a fan of events that are too formal or rigid in terms of an agenda. But I absolutely loved the retreat and am hoping we’ll have them a few times a year, as I can picture using the experience to keep me motivated and focused for long-form writing projects.

What’s Next for Paper Doll and Body Doubling Accountability Sessions?

My first experience with these kinds of virtual session was more than a decade ago, when my colleague Deb Lee ran “Action Day” events, which were similar, but run on the telephone. Participants called in, talked about their goals for household or work projects — technology-related tasks were always popular — and stepped off the phone to work. We had various check-ins throughout the day. (In later years, Action Day went high-tech with video conferencing.)

Deb and I used to be on various committees together, but rarely get to chat nowadays. I’d been missing the inspiration she brings to every encounter. After a quick email discussion, we’ve scheduled our own Action Day/Body Doubling/Accountability Extravaganza for mid-February. It’ll be suuuuuuper-informal and only for a few hours, but just anticipating the experience is helping to dispel my procrastination gremlins from their usual hiding places.

FINDING YOUR IDEAL BODY DOUBLE OR ACCOUNTABILITY PLATFORM

My experience has focused on writing, and certainly as evidenced by research summarized in pieces like Writing Accountability Groups (WAGs): A Tool to Help Junior Faculty Members Build Sustainable Writing Habits, it works. But body doubling works to support accountability and boost goal achievement for any activity, from getting your housework done to writing your overdue post-wedding thank you notes. It’s just a matter of finding the right approach and platform for your needs.

In my original post, I focused on five types of accountability options (with some suggested links):

  • accountability partners, like friends, colleagues, or people you can meet through apps
  • accountability groups, like mastermind groups, in-person or virtual study groups, and professional groups
  • professionals, including professional organizers, ADHD coaches, life coaches, and fitness trainers
  • apps and gadgets
  • accountability events

Not all accountability experiences or platforms are designed for body doubling, per se. For example, mastermind groups tend to focus on support through discussion; all coaches act more like instructors some of the time, though some will offer body doubling support.

Attributes of Body Doubling Platforms

If you want to experiment with body doubling for accountability, consider these factors:

  • Formality — Do you prefer things to be structured or loosey-goosey?
  • Number of participants — Would you rather only know there’s one other person in a session?
  • Familiarity with participants — Would you feel more comfortable with strangers or people you know well (or perhaps people you only know a little bit)?
  • Cost — Will you be more motivated if you pay someone (like a professional organizer or coach) or an organization, or might that cause you stress? Would you rather sign up for a monthly membership (like going to the gym) or would you prefer to only pay for drop-in or ad hoc activities?
  • Level of communication — Do you want to mostly be a Silent Sam and not have any interaction with your body double(s)? Would you prefer frequent social check-ins, perhaps each hour?

Group Body Doubling For Productivity and Accountability

Two years ago, there were only a few major platforms for group co-working that embraced the body doubling approach as part of accountability groups; now, there are many more. Next time, I’ll be sharing a post comparing the different platforms, their features and costs, and how they work.

And, based on my recent experience, I’ve been considering setting up my own virtual events, perhaps starting with my (in-person and virtual) clients — perhaps a Study Hall for Grownups or Admin Action Adventure. (Yeah, I’ll keep working on the name.)

Similarly, you might gather family, friends, or colleagues to participate on a more ad hoc basis when you need a little support.


Have you participated in any (virtual or in-person) body-doubling activities? What do you do when you need accountability support, and don’t want to talk that much about it, but just do it?

Posted on: January 9th, 2023 by Julie Bestry | 17 Comments

If you cannot measure it, you cannot improve it.

~ Lord Kelvin (William Thomson, 1st Baron Kelvin) 

If you cannot measure it, you cannot improve it. ~ Lord Kelvin (William Thomson, 1st Baron Kelvin)  Share on X

THE BENEFITS OF HABIT TRACKING

Over the past two weeks, in Organize Your Annual Review and Mindset Blueprint for 2023 and Paper Doll’s 23 Ideas for a More Organized & Productive 2023, we touched on the importance of building good habits, either in and of themselves or to replace deleterious ones. We talked about the wisdom of James Clear, author of Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones

Clear’s best-seller, which should be read in its entirety, talks about how successfully tiny habits (at the metaphorically microscopic, atomic, level) are based in four laws of habit creation:

  • Make it obvious
  • Make it attractive
  • Make it easy
  • Make it satisfying

In chapter 16 of the book, Clear references the essential nature of habit tracking, and ties habit tracking to the above four laws, but I’d like to speak directly to the last one. He states, “One of the most satisfying feelings is the feeling of making progress.” Well, duh!

And how can we verify our progress? Well, often, we can measure it by looking at the end result. If we’re trying to lose weight, we can measure our progress in having to tighten our belts or buy smaller clothes. If your kids are making progress toward doing better in school, improved grades will eventually make it obvious.

But it takes time to see that kind of progress, and if we’re going to keep motivated, to stick with our habits, we’re going to need to be satisfied daily. We need to see a sign of progress, no matter how minuscule, often. That’s where habit tracking comes in.

Habit tracking gives us an immediate sense of progress, even if the progress is only in our willingness to make an effort.

Persistence is the measurement of your belief in yourself. ~ Brian Tracy

Persistence is the measurement of your belief in yourself. ~ Brian Tracy Share on X

THE DRAWBACKS OF HABIT TRACKING

I should note that there are some inherent drawbacks to tracking our habits.

Our intention is to draw our attention to what we’re doing so that we can strengthen our resolve and recognize our struggles so that we may overcome them.

However, it’s easy to become so focused on our string of achievements that we become obsessed. When that happens, any time we do end the streak has the potential to demoralize us and weaken our resolve to get back on the horse.

If you tell yourself that you will run every day, but the weather is so stormy that “it’s not fit outside for man nor beast,” you may see your options as two-fold and rigid: risk life and limb and frostbite to hit your goal and mark that X or dot on your tracker, or leave it blank. That’s black and white thinking.

And if you leave it blank, you may feel like you’ve already lost. Somewhere, in the back of your head, despondency sets in, and failure to achieve your goal on one day can make you feel like a failure overeall, uninspired to get back to your habit the next day.

But this is an unnecessary dichotomy. Our habit goals are just that, goals. Doing something is always better than doing nothing.

If you can’t run three miles today, could you sprint up and down the stairs in your house, or work out along with a walking or dancing video?

If you miss your 10,000 steps and only manage 7500, could you do 500 extra steps for the next 5 days (or 250 for the next 10, or …)?

Maybe you promised yourself you’d practice the piano for 30 minutes a day, but your work and childcare schedule made that impossible; could you just play some scales to stay limber, or play one song to boost your spirits and remind yourself why this is a goal habit in the first place?

My colleague Karen Sprinkle created a wonderful 48-Week Achievement Guide, an e-book explaining how to use her patented chart for logging progress on goals. She recognized the inherent loss of momentum that comes from not getting to check off a day or week of a habit.

Thus, Karen’s chart creates space for four FREE weeks, weeks in which you have a “get out of jail free” card to not achieve your goals, while not exactly wrecking your streak, either.

Maria White interviewed Karen for episode #13 of her Enuff with the Stuff podcast, entitled Finally Accomplish Goals Using the 48-Week Achievement Guide. Take a listen.

DON’T BREAK THE CHAIN: THE BASIC CONCEPT

One of the best known tales of habit tracking comes from Jerry Seinfeld, master of his own (habit tracking) domain. Once asked how he wrote so many jokes, he explained that early in his career, he made a commitment to himself to write one joke a day. 

Just one joke. But one joke every day.

He didn’t tell himself he had to have a Tonight Show monologue. He didn’t push himself to write a sitcom script. He just had to write one joke each day.

Seinfeld had a large wall calendar in his apartment, which showed all the dates in the year. Each time he wrote a joke, he marked the calendar with a red X, and as the story goes, he eventually had a long chain of red X’s to create a visual cue to show how he’d been consistently putting in the effort

Did he need talent? Of course. Comedic timing? Without question. But Seinfeld’s advice to young comedians was simple: Don’t break the chain!

The chain of red X’s on the calendar is just the simplest form of habit tracking.

AUTOMATED HABIT TRACKERS

The easiest (though not necessarily the best) kind of habit tracker is one that is automatic, or done for you by something or someone else.

I recently bought a new scale, and realized that it had a Bluetooth function. I didn’t really need a scale with Bluetooth, but I was intrigued to find that once I connected it to the iPhone app (which itself connects to the Fitbit app), my scale tells the app not only my weight, but also my BMI, metabolic age, the percentage of my body made up by water and of skeletal muscles, my bone mass and muscle mass, and all the percentages of my fat that is body fat, subcutaneous fat, and visceral fat. And I hope that’s the last time I ever use the word “fat” in this blog!

My point is that all I have to do is to step on the scale (which I do only once per week so as not to obsess) and the app and the magic of Bluetooth does all the rest.

Similarly, while I can (and admittedly do) look at my Fitbit tracker on my wrist, the app takes care of tracking my efforts. Here’s how I did this past week.

Note: while I didn’t make my 10K goal steps on Tuesday last week, I made up for it the next day. I didn’t get down on myself for it, because I knew that progress, not perfection, is key to building habits.

There are even “smart” water bottles that measure and communicate (again, by Bluetooth) with an app to track how much you’ve hydrated!

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There are a few main benefits of an automated habit tracker:

  • You don’t have to do any math. (Yes, I can add daily numbers to get weekly ones, but why should I have to?)
  • Automated trackers require little effort, so you can concentrate on your behaviors without focusing on the mechanism for measuring them.
  • You don’t have to worry that you will forget to consistently measure and track your habits. 

Parents and teachers commonly track and report the success of children at achieving habits, from potty training to turning in homework to practicing vocabulary words. If you work in a call center, there’s software to measure your metrics: how many calls you took, how many ended in resolved problems, etc.

The key problem with automated habit tracking is that by completely off-loading the labor of tracking, there can be a disconnect between effort and how much you pay attention to your habits. This is why, although there are many excellent habit tracking apps, I recommend that clients start their habit tracking journey with proactive analog methods.

CONCEPTS TO CONSIDER WHEN SELECTING A HABIT TRACKING METHOD

As you’ve heard me say before, with regard to calendaring and note-taking, the determination of whether you should go analog or digital, or which method within either category you choose, depends more on your self-knowledge than what’s popular.

If you love apps and prefer to gamify your habits, a habit tracking app may be your best bet, even if I would personally argue against it. If you have an artistic bent and find color motivating, selecting an analog habit tracker that lets you use colorful markers or crayons to track your progress might be the key to your inspiration. 

Consider the following:

  • Delight — How much do you enjoy a particular method of tracking your habits? Do you get joy or a sense of calm when you stop to log or mark your progress because the colors please you or the app makes a delightful sound?
  • Convenience How easily accessible is your method of tracking your habit? Does your tracking method need to be portable? If it’s just a card in your wallet or an app on your phone, it may not make a difference, but if you want to have a beautiful tracker, you’ll need to have drawing implements with you or wait until you’re wherever they are. Will that delay impact the likelihood that you’ll track what you do? Will you be less likely to perform the habit if your tracking method isn’t always visible?
  • Flexibility — Do you want to customize your tracker or just follow whatever already exists? For the same reasons that I find bullet journals stressful (too many options, too many reminders that I’m not artistic), I’d prefer an analog system that has practically no customization, but wouldn’t mind getting to plunk around with digital settings to change colors and graphs or charts in an app.
  • Measurement style  — Do raw numbers have meaning to you, or do you need to see a bar chart? (And do you care whether your charts are vertical or horizontal?) Does a particular measurement style affect how much attention you’ll pay to your tracking? The attention you pay will surely have an impact on how much you improve.
  • Commitment and accountability — The nature of the habit tracking method you choose can increase (or decrease) how committed you are to tracking, and thus to the habit you are building. Does this method make you feel more committed? Does it make you feel accountable to it?

We manage what we monitor. ~ Gretchen Rubin

The more you embrace your habit tracking method, the more closely (in a healthy way) you will monitor it. And we are more likely to tweak and improve and, in the words of Gretchen Rubin, manage what we monitor.

We manage what we monitor. ~ Gretchen Rubin Share on X

ANALOG HABIT TRACKERS

There are a variety of analog habit tracking methods, from — yes, as Seinfeld did — making X’s on a blank calendar to buying or making your own cute trackers. The following are just a few suggestions so you can consider what you might like to try.

Adhesive Habit Trackers

Tiny adhesive habit tracker sticky notes have the advantage of fitting anywhere. If you use a paper planner (and if you need ideas about that, see Paper Doll’s Guide to Picking the Right Paper Planner), sticking your tracker on your current weekly page or even on the front of your planner will keep it — and your goals — front and center

I’m a huge fan of almost anything in the 3M Noted by Post-it® line. I found the following in my local Target last year; the periwinkle shade drew me to it. 

I haven’t been able to find this 2.9″ x 4″ Noted by Post-it® Habit Tracker at Amazon, but they are available at Target online and in stores. Online, 3M only mentions the pink version, for which they only have this tiny photo; the difference seems to be the “Make it a habit” label instead of the “Take (self) care” title.

 
The very-cool mäkēslife goal-setting/stationery store has a minimalist, $5 habit tracker sticky notepad. Because it only indicates the days of the week and has six lines for habits on each note, you can either track multiple habits each week, or one habit for six weeks (or two habits for three… you get the idea). The 60-sheet pad measures 3.25″ x 2.125″.

Adhesive habit trackers are quick and easy to grab, so they’re low-effort. Setting one up takes seconds, and checking a box or circle is no more effort than an X on the calendar. But only you know whether effort on the low end of the continuum will keep you motivated. Do you need more involvement to embrace the habit of tracking a habit?

Habit Tracker Printables

On various sites, you’ll find both free and for-purchase habit trackers. On Etsy, for example, a search of “Habit Tracker Printable” yields hundreds of choices, from the simple to complex. 

This streamlined, downloadable Monthly Habit Tracker from MyLifePlans on Etsy comes in two styles, one with boxes and one with circles, and is just $1.74:

My colleague Katherine Macy of Organized to Excel references her own (free) downloadable, printable habit tracker in the post Practical Tips for Living Your Best Life: The Smallest Achievable Step.

©2022 Organized to Excel

Another fun option is from Cristina at Saturday Gift. Cristina has created free downloadable, printable spiral habit trackers in 28-, 30- and 31-day styles, as well as a variety of mini-trackers, trackers designed to be used in bullet journals, and more.

Printables are ideal for someone who prefers something that takes up a little more real estate and is less likely to get lost. You’re limited by the designer’s creation, though, so if you’re the type of person who needs a lot of customization, printables don’t offer much wiggle room for your muse.

Printables can also seem like homework. For an Obliger or Upholder (in Gretchen Rubin’s Four Tendencies parlance), this is a plus. If you’re a Rebel or Questioner, however, printables may work less for accountability and feel more like an (unwanted) obligation. Know thyself!

Habit Tracker Cards

Not everyone wants a sticky note or a full-size printable. Some people just want a tiny note they can tuck in their wallet or use as a bookmark, but keep handy.

Baron Fig has a series of 3″ x 5″ Strategist Index Cards in three styles: Dot Grid and To-Do, each $10/pack of 100 and Habit Tracker cards for $15/pack of 20. All have rounded corners. (The Dot Grid and To-Do cards are blank on the back; the Habit Tracker cards have motivating quotes on the reverse.)

Fancy Plans takes the popular spiral style of habit tracking to the card form in their 3″ x 3″ Linen Textured Habit Tracker Journal Cards. ($7.99 for a six-card set.) 

These square, spiral habit trackers are tiny and designed to be clipped into your journal/planner pages. Each tracks up to eight habits for an entire month.

Unlike more traditional index-style cards, these are smaller, and if you weren’t great at coloring inside the lines in kindergarten, the teeny-tiny boxes might outweigh the visually appealing nature of the spiral. Fear not; we’ll be looking at a similar but more expansive option a few sections down.

At Home With Quita’s YouTube channel has a great video on how to use these. Scroll to about nine minutes in when the coloring begins.

Of course, you could make your own DIY habit tracker card if you had the patience (and a straight edge, pencil, and stack of dollar-store index cards).

I liked the minimalist combination of “Don’t Break the Chain,” DIY, and cards (if not actual card stock) illustrated in this video from the Robert’s Theory YouTube channel. I also thought the white/silver ink on the black background had a nifty visual appeal.

Habit Tracker Journals

As with printables, you will have an embarrassment of riches from which to choose when you search for habit trackers journals.

Baron Fig has created a Clear Habit Journal in collaboration with James Clear. The clothbound, hardcover, rounded-cornered, open-flat notebook features habit trackers, one-line-per-day journaling space, and lots of Clear-specific content. It comes in two sizes: Flagship (medium size at  5.4″ X 7.7″ and 224 pages) or Plus (large size, 7″ X 10″ and 208 pages). It’s $26.

However, if you want a journal that you could place on display to clock your habit tracking as the day goes by, there are a variety of styles, from gridded notebooks to artistic visions.

This Lamar Habit Tracker Calendar in the spiral style is undated, spiral-bound, and stands-up on its own, or you can hang it or lay it flat. It’s $16.95. You can track weekly and monthly habits.

If you’d like something a little more subdued, Weanos has a Habit Tracker Journal in a similar format, but with Kraft coloring, for $14.99.

And you can explore the internet (or even just Amazon) for a wide variety of other habit tracker journals.

DIY Your Bullet Journals for Habit Tracking

All of the prior options give you pre-ordained structure for tracking your habits. Personally, I don’t want to fiddle with lots of customization; it takes away from the time I would prefer to spend on my habits rather than on creating a system for tracking my habits. I’m willing to trade the beautiful and creative (admittedly, because my artistic leanings are neither beautiful nor creative) for having all the boxes be the same size and not having to worry about my chicken-scratch handwriting.

However, if you like the idea of having a notebook with you in which to track your habits, and if you want to embrace customization in terms of style and color, a bullet journal or other blank journal might be ideal for you.

The internet is full of options for formatting. You may want to start with this short list, all with mind-blowing graphics for tracking your habits:

50 Habit Tracker Ideas for Bullet Journals (Bullet Journal Addict)

25 Bullet Journal Habit Tracker Layout Ideas to Help You Build Better Habits (Habits Buzz)

121 Habit Tracker Ideas for Your Bullet Journal (Planning Mindfully)

45+ Bullet Journal Habit Tracker Ideas & Examples for 2023 (Develop Good Habits)

10 Habit Tracker Spreads (Bullet Journal Habit video)

Intentional Habit Tracking (Bullet Journal)

In addition to design ideas, and especially helpful for those of us who aren’t so artistic but might like to explore habit tracking with a bullet journal, there are two tools that I find delightful.

Stickers

Sometimes, flashing back to third grade is just what you need to get a boost of motivation. (Though sadly, I suspect it’ll be hard to find any scratch & sniff habit tracking stickers.) 

Stickers are fun, colorful, and add pep to paper. When I visited Italy and the UK, I bought a variety of stickers for use in my paper planners. Stickers for tracking habits would be equally motivating.

Just Google “habit tracker stickers” and you’ll find a nifty bounty of colorful options. 

The Grey Palette‘s Habit Tracker sticker sheets in cool or warm hues offer up 4.5″ x 6.5″ stickers (32/pack for $5.25) for tracking Sunday to Saturday habits and habit-specific stickers.


Mochi Things has a huge variety of color-dot stickers, calendar stickers, and grownup activity stickers made from PVC material and generally priced under $5 for a set. If you’d rather use dots than markers, the Circle Pigment See-Through Stickers might fit the bill (and prevent marker bleed-through in journals).

Rubber Stamp Blocks

If your fear of creating wiggly lines and lopsided grids in a bullet journal or DIY habit tracker is keeping you from embracing the format, rubber stamp blocks may be the secret shortcut.

I found a large number of calendar/planner/habit tracker rubber stamp blocks on Amazon, Etsy, and around the internet, but they all seem to follow the same patterns, so I encourage you to find a price and style that appeals to your aesthetic.

This Tosnail 18-Piece Bullet Journal Stamp Kit creates all the stencil/formats you need for bullet journaling, including dated and undated tracking grids, as well as formats for just listing the days of the week, as well as stamps for calendaring, list-making, meal-planning, and more.


Although I’m a Paper Doll, I know there are a variety of digital habit tracking solutions, from simple spreadsheet-based grids to cool Evernote habit tracker templates to apps galore. We’ll explore digital habit tracking in the near future.

Until then, how do you track your habits? Please share in the comments.

Posted on: December 26th, 2022 by Julie Bestry | 10 Comments

The holiday week is the perfect time of year to plan for next year, to set goals and intentions, and get a fresh start. Of course, you don’t need a new year for that. Check out Organizing A Fresh Start: Catalysts for Success from this past September to see all the ways you can find inspiration for fresh starts quarterly, monthly, weekly, and each day.

But before we can design the coming year, it’s essential to review the past, and to get a handle on what worked (and didn’t) so that we can use that knowledge to set us up for future successes.

LOOK IN THE REAR-VIEW MIRROR

On the very businesslike side of the productivity realm, this is called an annual review. People in the corporate world often experience this in terms of a sometimes-feared, often-maligned annual performance review.

That’s where you tell your boss how you think you did during the course of the year (in hopes of a raise, promotion, and an atta-boy/atta-girl), and your boss tells you how the company thinks you did (in hopes that you’ll be so thankful to have a job, you won’t notice that any extra money is going to the CEO’s newest yacht).

But a personal annual review, which can cover both lifestyle and professional topics, is solely for your own benefit. It’s to help you figure out the who, what, where, why, and how of your past year so that you can find the common threads (or snags) in your successes (or challenges).

Gather Supplies 

The process is as formal or informal as you’d like, but I encourage you to start with some of the tools you use to create the structure of your year:

  • planner or calendar
  • journal
  • correspondence — email or text threads — with your best friend, accountability partner, or mastermind group
  • a sense of your values

With a pen and paper (or fresh Evernote note or blank document), sift through what you’ve written and logged about your life over the past year. Where did you go, with whom did you meet, and what did you do? As if you were reading a mystery, you’ll find yourself noticing clues to patterns in your year. (Feel free to wear your Sherlock Holmes deerstalker hat.)

There are a few kinds of clues, and depending upon your life and work, as well as what you value, different clues will yield evidence for making different kinds of decisions. 

Know Your Values

Speaking of values, these are not uniform across nations, regions, communities, families, or even periods of our lives. In the United States Army’s Basic Combat Training, they focus on seven values: loyalty, duty, respect, selfless service, honor, integrity, and personal courage. Conversely, the immigration portal for the Durham Region of Ontario, Canada lists Canadian values as “equality, respect, safety, peace, nature – and we love our hockey!” 

If you’re not quite sure how to identify the values that help you plan your life, here are some great resources:

Nir Eyal’s 20 Common Values [and Why People Can’t Agree On More]  (Eyal is the author of Indistractible: How to Control Your Attention and Choose Your Life.)

James Clear’s 50 Core Values list (Clear is the author of Atomic Habits.)

Brené Brown’s 118 Dare To Lead List of Values (Brown is the author of Dare to Lead, as well as Daring Greatly, Rising Strong, and The Gifts of Imperfection.)

The Happiness Planner’s List of 230 Core Personal Values

Some people highly value achievement and contribution; for others it’s balance and inner harmony. For me, it’s knowledge, usefulness, and humor.

We’ll get to how to use your values in a bit. For now, it’s just helpful to go through one (or more) of these lists and identify from three-to-five overarching values that resonate with you and how you aspire to live your life.

Ask Qualitative Questions

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? (Note: Being wrong isn’t a negative. Not one of us knows everything. In the words of Dr. Maya Angelou, “Do the best you can until you know better. When you know better, do better.”

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?)

Although most of these are questions I’ve developed over the years, the inspiration for including this list came from the Rev Up for the Week weekly newsletter put out by Graham Allcott, author of How to Be a Productivity Ninja, among other titles. 

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2022 Year In Review: 50 Powerful Questions To Help You Reflect, which includes questions for looking back as well as looking ahead.

Ask Quantitative Questions

The quantitative questions, the ones that can be measured in “how much?” or “how many?” or “how often?” will depend on the metrics by which you’ve measured yourself in the past (or expect to in the future).

I’m not a quantitative person because I find that raw numbers rarely reflect context. If you asked “how many pounds did I lose in 2022” but you were pregnant or recovering from an illness or in mourning, the answers would be useless. It reminds me of the quote variously (but likely inaccurately) attributed to Albert Einstein:

Everybody is a genius. But if you judge a fish by its ability to climb a tree, it will live its whole life believing that it is stupid.” 

If you’re a fish, don’t pick metrics for monkeys.

*Everybody is a genius. But if you judge a fish by its ability to climb a tree, it will live its whole life believing that it is stupid.*  If you're a fish, don't pick metrics for monkeys. Share on X

That said, if you have metrics that matter to you, by all means, measure. But again, make sure those metrics measure what you actually value. Some ways to measure:

Professional Efforts:

  • How often and when was I asked to contribute (to a team effort, a podcast, a conference)?
  • How much revenue did my efforts bring in?
  • How many clients did I serve?
  • How many new clients (or projects) did I bring in? 

Physical Health:

  • How many reps can I do of X? (Or, by how many reps did I increase my stamina for X?)
  • How many steps or miles did I walk (or run or swim or pedal)?
  • How often did I “complete the rings” on my Apple Watch or hit the goals set in my app?

Financial Strength:

  • By how much did I decrease (or increase) my debt?
  • How much did I invest? (Note: Measuring the performance of your investments is important for driving your future investment decisions, but actual investment performance isn’t a measure of your abilities — I mean, unless you’re a stockbroker. You don’t control global markets; you don’t control the products or services or marketing strategies of the companies in which you invest. Please don’t judge yourself by your stock performance.)

Ask How Your Year Measured Up To Your Goals and Values

Goals and values are different. In both qualitative and quantitative ways, we can flip through our calendars and our LinkedIn achievements to see where we’ve hit the benchmarks we’ve set for ourselves. We all know about SMART goals and the importance of them being measurable.

But values? You can’t check off a box to say you’ve “done” a value. But that doesn’t mean you shouldn’t consider whether your accomplishments are in line with your actual values. 

We all have things at which we’re stellar, things that we may consider (or others may consider) to be our superpowers. I have a mug that reads, “I WRITE. What’s your superpower?” Writing (and talking — so much talking) is intrinsic to who I am. Because knowledge, usefulness, and humor are my values, when I’m writing this blog, I’m in alignment.  

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But for most values, it can be hard to tell and certainly hard to measure. One method to measure if you’re living in alignment with your values (and the goals toward those values) comes from the Acceptance and Commitment Therapy (ACT) modality.

ACT is a type of psychotherapy that focuses on emphasizing actions that increase well-being, and the ACT Values Bulls-Eye helps people not only identify their values but envision how well they’re doing in trying to live in alignment. This short video offers some guidance for using a simplified version of the Bull’s-Eye; online, you’ll find a variety of modifications for circles, stars, and graphs.

Get Creative in Describing Your Year

Not everyone wants to feel like they’re putting themselves through a performance interview. But there are creative ways to look at the year you’ve just survived.

Morgana Rae, a wealth and life coach who transforms people’s relationships with money, had an interesting idea in her newsletter last Friday. She said that she had a “one-step super trick for empowerment” in the new year — to end the prior year with a headline! 

Don’t worry, you don’t have to pretend to work for the New York Times or a clickbait web site. Morgana’s was “2022 was the year that nothing worked out as planned, but everything worked out.” In 2009 (the year I was hospitalized 6 times and mostly couldn’t work with clients), my headline could have been, “2009 was the year that gave me lots of entertaining-in-retrospect cocktail party anecdotes.”

In 2009 (when I was hospitalized 6 times and couldn't work), my headline could have been, *2009 was the year that gave me lots of entertaining-in-retrospect cocktail party anecdotes.* Share on X

(Note: In January, Morgana is releasing a 10th Anniversary Edition of her best-seller, Financial Alchemy.)

If you’re pithy enough for headlines, could you end 2022 by describing it as a novel or a movie? You were the protagonist, but who (or what) were the heroes and villains of the story? What was the plot? Try to accurately — and/or entertainingly — describe your year in a paragraph.

Don’t Reinvent the Wheel

You don’t have to figure this out on your own. The free, downloadable YearCompass is a popular resource for a reason. Download this fillable, printable PDF — print the booklet version and fill it out by hand, or type your answers in the digital version — and explore the creative questions to get a deep, abiding sense of what your year really meant, and how to approach the coming year. 

DESIGN A BLUEPRINT FOR NEXT YEAR’S MINDSET

Once you have a strong handle on the year that was, you can begin to set your goals and benchmarks for the year that will be. But writing down goals and creating a task list isn’t always motivating. That’s because we’re not all motivated the same way. In Gretchen Rubin‘s Four Tendencies Quiz, I’m definitely an Obliger.

If you’re not familiar with the basics of the Four Tendencies, the categories reflect how we respond to expectations. As an Obliger, I respond best to outer expectations — and so accountability (through working with my accountability partner, the magnificent Dr. Melissa Gratias, and with my Mastermind Group) is the key to meeting my goals. Inner expectations? Yeah, I blow right past those.

You might be an Obliger, Upholder, Questioner, or Rebel. Upholders do well with discipline; Questioners need to know the “why” behind the what; and Rebels? Well, I suspect everyone’s still trying to figure out how to get Rebels to do what they believe they want to (and should) do.

Resolutions

Beyond figuring out what kind of support works best for you, it helps to borrow from marketing. For a long time, resolutions had a good long run. But the truth is most people break their resolutions. (Read James Clear’s Atomic Habits for a handle on why that is.)

So, with that in mind, let’s go back to Graham Allcott and his video, How to Not Suck At Your New Year’s Resolutions.

And if you still want to make resolutions, take a peek at Vox’s In Search of an Attainable New Year’s Resolution, science-based piece (including advice on a values-based approach).

But again, I’m less a fan of making resolutions, and more inclined to cheer on a big, bold way to set an attitude for the coming year. There are a few we’ve discussed at Paper Doll HQ over the course of the years. 

Word of the Year

Pick a Word of the Year to help you focus your attentions on your intentions. 

Another way to think of it is, what is your theme for 2023?

Whether or not you define what you will do with goals or resolutions, choosing this word helps clarify the approach you will take. To quote myself from four years, ago, the idea is that you pick a word that “encapsulates the emotional heft of what you want your year to look and feel like.” Each time you agree to take something on, you can ask whether that event or project resonates with the word you’ve picked.

Decide for yourself what the rules are. Do you want to pick a word based on what your life was missing this year? Or go for a bold new direction in which you want to take your life?

As a colleague embraced retirement this year, she picked the word “humor” for 2022 and used her newfound time to post something funny every day on social media, bringing levity to her friends.

I consider my word as carefully as picking the three wishes I’d request from a genie. I think I’ve seen too many episodes of the Twilight Zone; I know that if something isn’t worded well, I can feel cursed. The year I picked “resilience,” I ended up with too many unfortunate things from which to bounce back.

I’ve told the story before that I picked “ample” for 2020, humorously entering the year with the phrase, “Ample: it’s not just for bosoms anymore.” 2020 gave us ample opportunities to sit at home, worry, and sanitize our hands. I had much more luck in 2021 with “delighted,” but wasn’t able to find a word that resonated this year.

For 2023, my word is fulfilled.

Here are some ideas for picking yours.

Word of the Year for 2023 (Goal Chaser)

Find Your Word for 2023 (Susannah Conway)

One-Word Themes for 2023 (Gretchen Rubin)

Quote or Motto of the Year

One word isn’t enough for some people. (Me. I mean me.)

Put on your marketing manager hat and consider what kind of quote, motto, or imperative phrase would motivate you.

By the way, to make sure I wanted to say “imperative phrase” I asked Siri and in my (male, Irish) Siri’s lilting voice, the reply I got was, “Imperatives are used principally for ordering, requesting or advising the listener to do (or not to do) something: “Put down the gun!”, “Pass me the sauce”, “Don’t go too near the tiger.”

Indeed. As a motto for 2023, “Don’t go too near the tiger” seems like a pretty wise option.

I’m not kidding. The “tiger” in question might be someone trying to get you to volunteer for one more committee or an acquaintance who drains your energy.

Whether you pick a word, a quote, a motto, or a mantra, put your motivator front and center. I discussed these ideas at greater length in Organizing A Fresh Start: Catalysts for Success, but find ways to infuse your year with your word or concept.

Use signage — Post your word or phrase on your fridge, the bathroom mirror, a sticky note in the center of your steering wheel, or wherever it will grab your attention. Get yourself a fun little felt word board with changeable letters and put it on display in your home or office.

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Alternatively, you could get a customized “Word of the Year” sticker, piece of jewelry or a plaque on Etsy. 

Create a vision board — Combine your words with inspiring images to make your year’s theme resonate. My colleague Janine Adams, and her podcasting partner Shannon Wilkinson, had a great episode of their Getting to Good Enough last week on Creating a Vision Board.

I’m so design-challenged, but Janine talked about free, easy methods for creating a digital vision board that made me rethink my aversion. Janine and Shannon recommended this video from business consultant Ellen Coule.

Put together a playlist of songs that reflect your word or theme — At the start of every day, before you even get out of bed, play at least one song from the playlist to rev yourself up for achieving your goals.

For example, if you’re not happy where you are — in your job or your life or your fourth-floor walkup apartment — and want to inspire yourself to proactively move toward your next big thing, play The Animals “We Gotta Get Out of this Place” (which, by the way, was my theme song during graduate school for exactly the reason you think). For some, a positive song makes more sense; for others, reminding yourself of what you don’t want may motivate. Do you prefer a carrot or stick approach?

On the TV show Ally McBeal, several episodes dealt with Ally coming up with a theme song for her life. I’ll leave you with the song she picked.


My dearest Paper Doll readers, thank you for coming along on this journey with me. May your annual review be enlightening and your word or theme for 2023 inspire you. If you’ve already got a word or motto for the year, please share in the comments.

Happy New Year, and I’ll see you next year!

Posted on: December 19th, 2022 by Julie Bestry | 10 Comments

With two weeks until the new year, you’ve probably already started planning for 2023. But if you’re agitated about next year not being any more orderly than this one, you might be hesitating about committing to a planning system. Today’s post is designed to put you more at ease, and give you some guiding principles.

WHY USE A PAPER PLANNER?

There’s nothing wrong with using a digital calendar. I use one myself, though not for scheduling. I use my digital calendar so that when I get an email with Zoom logins, or have a telephone consultation with a prospective client, I don’t have to go looking for the emails to find the links or phone numbers.

In Outlook, I can create an appointment or task directly from an email, and the system will prompt me at a pre-set time with all the key details. It’s like having my own personal Jeeves pop his head into the room to let me know the countess and duchess have arrived to join me for tea.

But honestly, I never use my digital calendar to plan my life. I’m a Paper Doll, so it stands to reason, I prefer a paper planner. But how do you know what’s best for you?

Let’s start with the mindset, and the different advantages and disadvantages of paper planners vs. digital calendars.

Learning Curve

If you are over the age of eight, you already know how to use a paper planner. On the monthly view, there are boxes for the days of the month to put major events, deadlines, and vacations. On the weekly and/or daily views, you can time block for tasks and list appointments.

Digital calendars aren’t complicated, per se, but they are not always intuitive. There might be a generational schism at play, but I’ve had clients try once, twice, even three times to input an appointment, only to have some technical or user kerfuffle lead them astray.

Why does this matter? Digital fatigue creates friction, and friction prevents people from completing a task, whether it’s removing the lid to the laundry hamper to toss clothes in, or schedule an appointment when the system isn’t working.

Woman With Planner Photo by Marten Bjork on Unsplash

Digital fatigue creates friction, and friction prevents people from completing a task, whether it's removing the lid to the laundry hamper to toss clothes in, or schedule an appointment when the system isn't working. Share on X

Control vs. Convenience

At first, the ease of clicking to accept a meeting invitation would seem like an advantage for digital calendars. But is it?

When I train clients to improve their productivity, we focus on identifying priorities so that we can protect boundaries around them. On a digital calendar in your phone, you generally see the month with blobby dots signifying appointments on particular days.

You have to click through to look at the individual date to schedule the meeting, but then you’re losing the surrounding context because you’re just seeing one appointed after another another in a list. Again, you can’t see time.

When we brainstorm ideas, schedule appointments, break projects into tasks and plan when we’ll do them, we’re thinking about context. When we see a whole month of appointments on the printed page, we instinctually know we have to give ourselves (and our brains) some recovery time. That’s less obvious when we only see the one time slot and the computer merely tells us if there’s a conflict. (Also, on the digital calendar, it’s less clear that you haven’t scheduled time for a potty break or commute.)

Many people — children, college students, people with ADHD, overwhelmed professionals —often suffer from a lack of ability to visualize the passage of time. An analog planner involves more tactile interaction with the appointments and tasks we schedule. As we deal with finding a reasonable time for each time, we gain mastery, not only over our schedules, but our comprehension of time.

Cost

Basic digital calendars are built-in to our phone and computer systems, and most apps are inexpensive. Conversely, paper planners may run you from $20-$50. But when it comes to our planning tools, cost does not necessarily equal value.

Yes, there’s a dollar value to the purchase price of an app vs. a paper planner. But there’s a time value related to mastering a new calendaring system. Are you prepared to commit yourself to learning the intricacies of a new app or the same app every time it updates?

Privacy vs. Searchability

This is another close call. Your paper planner is completely private, as long as you don’t leave it unattended; a digital planner generally syncs across all of your digital devices, which means that while it should be private, there’s never a 100% certainty that there are no prying, hacking eyes.

Conversely, your digital calendar is usually searchable. You can type a keyword or person’s name to find a scheduled appointment or task. Your planner can only be searched by trailing your gaze across each page, and the less careful you are with entering data, the more you risk losing the information when you need it.

Visual vs. Visual+Tactile

When you drive, do you think in terms of linear directions, or are you more inclined to recall what to do when you reach landmarks? If you prefer linearity, go digital; if you like touchpoints and landmarks, paper will likely resonate more.

Hand in Water Photo by Yoann Boyer on Unsplash

Does digital time “feel” real to you? On a digital calendar, every item appears in the same font and size. You can often color-code items, but digital entries have a vague sameness about them.

If you write something down, you can stop thinking of it, per se, and start thinking more robustly and contextually about it. Somehow, dragging an email into Outlook to set a meeting, or typing an appointment into your phone, leads to an out-of-sight, out-of-mind situation for many. But with a tangible paper planner, every time you eyeball your month or your week, you are speedily, comfortingly reminded of the important aspects your life.

Similarly, your fine motor skills applied to the task tend to be the same; you could be typing a grocery list or the key points for an interview (then buried into the notes section of a calendar event). With a paper planner, your tendency to print some things and handwrite others, your ability to use a particular color pen, to draw arrows and circles and adjust the size to shout or whisper on the page, yields a unique temporal language that makes sense to you.

Will a weighty paper planner “feel” more real to you vs. that free app (among dozens) on your phone?

Only you know for sure. For me, it’s a paper planner, all the way. But not all paper planners are created equal.

WHAT TO CONSIDER WHEN PICKING A PAPER PLANNER

Anxiety over making the wrong planner choice is common; it’s one of the reasons people give up one planner and buy another mid-year. You don’t want to plunk $30 or $45 on a pile of paper that will sit like a lump on your desk because you’re afraid to “mess up” a pretty planner. This keeps people from committing to their planners and being successful at scheduling events and tasks.

Some users want simplicity; others desire flexibility. Some clients want aesthetically pleasing planners to inspire them, while others seek a serious, “professional” look. There’s no one perfect planner for everyone, but there are clues in how you feel about potential features.

Page Design

  • Adequate space — to show appointments and key information, especially on the monthly view. If you’ve got loopy handwriting, will small monthly view boxes cramp your style?
  • Layout for monthly/weekly/daily views — Understand how you “see” time. Also, depending on your life and lifestyle, consider whether you need an academic or full-year calendar, or a planner with lots of extra space for weekend and night activities.
  • Creative fields — Modern planners may give you spaces for more than just appointments and tasks. Do you want bubbles or fields or pages for note-taking, brainstorming, mind-mapping, or gratitude journaling?
  • Practical fields for tracking metrics — On the flip side of those creative attributes, there are planners with spaces for habit tracking, budgets, meals/nutritional logging, goal-setting, and other countable, observable elements.
  • Bonus features — Are you drawn to daily motivational quotes, religious references, or cartoons? I never loved my Franklin Planner so much as the year I was able to get one with a New Yorker cartoon each day. I’ve enjoyed my colorfully-tabbed Emily Ley planner for the last few years, but miss daily quotes and bits of wisdom.

Planner Quote Photo by Bich Tran  

Planner Design

In addition to features on the page, you might care about the design specifics of the planner itself:

  • Size — Do you think you’d like an executive, classic, or condensed planner? The largest sized planner may not fit in your bag, or may take up too much real estate on your desk, but the tradeoff of picking the smallest option will be losing writing space.
  • Weight — Does a hefty paper planner give you a greater sense of gravitas so that you’ll take your schedule seriously? Or will the bulk make it inconvenient for you to carry around?
  • Binding — There are ring binders (usually with 7 rings), which let you choose how many pages you want to carry with you at any given time. (I like all the monthly pages, but prefer only last month, this month, and next month for weekly/daily pages.) Coil binding won’t let you remove or add pages, but tends to be more condensed. Both ring and coil binders assure your planner will stay open and lay flat; stitched binding may flop closed when the planner is new, and “perfect” binding (glued, like with a paperback book) can deteriorate with rough handling.
  • Cover Style — Do your want your planner to have a leather (or “vegan leather”) cover for a fashion statement? What about a zipper? Are you good with a plastic or stiff paper cover? Will a simple planner cover help you take your planning more seriously or bore you? (Or are you willing to upgrade a staid cover with artwork or washi tape?)

Also remember that your planner is mostly about knowing what you have to do and when. If you need help with project management at the more granular level, take a peek at last year’s Checklists, Gantt Charts, and Kanban Boards – Organize Your Tasks.

PLANNER FORMATS: FOR WHOM ARE THEY REALLY DESIGNED?

As I research planners each year, I find that most planners fall into one of a few general categories: 

Basic Planners

Think back to before the computer era, when you’d go to the dentist. Before leaving your appointment, the receptionist would consult a big, black-covered planner with neat columns, flip forward in the book, and write your name for a particular date (column) and time (row). That’s the what you’ll get when you seek various office supply store-branded calendars: columns and rows and not much else.

Basic planners offer a variety of the planner design elements above, but relatively few extra page design options. Popular examples:

At-A-Glance — is the most like that dental office planner in the days of yore. It’s efficient and practical. If you’re easily distracted by colorful design elements, this style should keep you on the straight and narrow.

Franklin-Covey planners in the ring format are customizable. You not only get to pick your planner size, but also choose from a variety of themes. There are spaces for appointments, tasks, and notes on the same page; others have little boxes for tracking expenses. You can also purchase pages for contacts, more notes, budgeting, and a number of other extras.

Levenger Circa SmartPlanners come in junior and letter sizes and some DIY customization. They use ring-like discs, such as we discussed in Noteworthy Notebooks (Part 4): Modular, Customizable, Disc-Based Notebooks.

Moleskine planners comes in a wide variety of sizes, colors, bindings and styles for monthly, weekly, daily, and combination views. Much like Moleskine notebooks, these are well made, with curved corners and elastic closures. These are often suited to creative souls who still want to stick to a simpler style and format.

Planner Pads are the planners I recommend the most often to the widest variety of clients. There are monthly calendar pages, but the heart of the system is the weekly pages divided into three sections (projects/tasks, daily scheduled tasks, and daily appointments), which “funnel” the overall projects and tasks to where they belong each day. However, cover choice is limited to black and a sort of seafoam green. I’ve said it for years, but Planner Pads is missing a great marketing opportunity; they already have the best basic planners — why not make them a little more attractive?

Passion Planners are still pretty straightforward, with columns for each date and sections for work and personal tasks and for notes, but they add weekly sidebars for focus areas and a place to jot down the “good things that happened” that week. The covers are faux leather and come in a variety of sumptuous colors; choose cover design, pick one of three sizes, and decide whether you want your week to start on Sunday or Monday. 

Basic planners are the best for time blocking. (For more on this, see my Playing With Blocks: Success Strategies for Time Blocking Productivity from last year.) They tend to be promoted as gender-neutral options, with rare prompts for life goals or touchy-feely stuff.

“Fancy” Planners

For want of a better term, these are a step up from the basics. It’s worth noting that fancy planners marketed to women tend to focus on aesthetics and tracking emotional/psychological factors; planners marketed to men tend to include more tracking of quantifiable action-based metrics.

There are a handful of smaller sub-categories I’ve noticed in this realm.

The Animal Planners

Panda Planner  — In addition to scheduling tasks and appointments, it covers inspiration and goals in sections labeled “Today’s Priorities,” “Morning Review,” and “Things I Will Do to Make This Week Great.”

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There are also sections for weekly reviews and weekly planning and focus on a daily habit. You can get three-month or yearly versions in a few different sizes, and there’s a cute panda embossed on the faux leather cover. 

Clever Fox aims for the person shopping for a planner by personal aesthetic. Planners come in a rainbow of colors and have spaces for scheduling, identifying goals (broken down by health, career, family, finances, personal development, etc.), listing priorities, and tasks/to-dos. There are lots of “feelings” pages for gratitude, daily affirmations and creating vision boards. And, there’s something that appeals to everyone who fondly remembers seventh grade, stickers!

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Simple Elephant Planner is similar in style and approach to Clever Fox, though in fewer colors. It comes with a mind map and vision board pages, but is undated. It’s my belief that undated planners lead users to avoid to fully committing to their planners, leading to system breakdown. Your milage may vary.

Life Coach/Celebrity Planners

Danielle LaPorte’s Desire Map Planner is full of “truth bombs, sacred pauses, gratitude, body & wellness, and “core desired feelings.” If you are a fan of life coach LaPorte and these words delight, you may be inspired by the year-at-a-glance, monthly calendars with goal prompts, vision board, goal mapping sheet with monthly action plan pages, and journaling pages for “notes and insights.”

Michael Hyatt’s Focus Planner leans more toward the tone of “basic” planners with some of the attributes of “fancy” ones. The top of each page helps you track whether you’ve done your morning/evening/workday startup/workday shutdown rituals. Larger sections focus on “Big 3” goals for the day, schedule, and a task/note column reminiscent of a bullet journal with a key to tracking how to mark each item to track what you’ve done, delegated, and deferred, as well as important aspects, questions, and items awaiting replies. You can get the planners with linen or leather covers in solid, mostly dark neutral colors, in pocket or portfolio sizes. Although the content is gender-neutral, it has a very masculine tone.
 
Brendon Burchard’s High Performance Planner is a combination planner and journal Burchard developed based on the study of how high performers plan. The planner’s features include mindset journaling prompts, daily goal boxes, evening scorecards based on the day’s results, weekly habit assessments, monthly project planning, and what he calls “whole life balance sheets.” It comes in six cheery colors, but is another with a very professional, serious feel. Unsurprisingly, there are no fun stickers. 


The fancy planners, whether animal based (seriously, what is it with the animals?) or celebrity coach-driven, are better suited for those seeking to capture their entire lives in one place. That’s orderly, but it’s a lot of pressure to “get it right” and fill in lots of blanks.

Do you want your planner to feel like homework?

DO IT YOURSELF PLANNERS

DIY planners offer the best (or worst) of both worlds because you can make it whatever you want. The problem? The structure, as well as the execution, depends on you.

Bullet Journals still confuse me and cause anxiety. They have their fans and their detractors. All I can say is that no matter how many times I’m told I don’t have to make one look artistic or cool, any attempt on my part feels both too unstructured and too “uncool.”

James Clear’s Clear Habit Journal via Baron Fig is a combination daily journal, dot grid notebook, and habit tracker, but it’s not really a planner. Use it in conjunction with what you learn reading Atomic Habits, but I encourage you to embrace a planner that gives more structure to know when you do should things and not only track what you’ve already done.

Agendio deserves a blog post all its own. Basically, though, you use a digital platform for customizing the exact paper planner you need, controlling for everything from section categories to line spacing! 

DIY planners may be best for the most advanced planner, not for the most creative one. While they may seem ideal for the Sally Albright (“I’ll have it on the side”) character in When Harry Met Sally, too many planning options can cause overwhelm, leading to avoidance and guilt.

Specialty Planners

Again, this could be an entire blog post for each of the fields and personalities that need unique planning options. What I will tell you is that if you are (or have) a student, I’ve seen nothing better than my colleague Leslie Josel’s Academic Planner, about which I’ve written many times.

WHAT ABOUT A HYBRID PLANNING SYSTEM?

As I mentioned in the beginning, I use a paper planner, but I also have a digital calendar. Yes, I’m using my Outlook calendar to keep me aware of the passage of time (with alerts) and prompt me when it’s time to make a transition between tasks.

The main problem with having a hybrid system is that you may get in the habit of putting information in one place and not both, creating a conflict. If you want to use a hybrid system, incorporate a weekly, if not daily, check-in to review both schedules and catch any conflicts.

HOW CAN YOU MAKE A PAPER PLANNER WORK FOR YOU?

Planners won’t make you do the work any more than buying exercise videos or cute new outfits will make you work out. But having a paper planner assures you that there’s a “home” for your activities and makes time feel more tangible.

Improve your planner use by time blocking, scheduling “executive time” each day to review your schedule for the next day — set an alarm until it becomes a habit — and having an accountability partner provide support.

In the end, the best system is the one in which you can feel confident, because the key to the success of any system is commitment, and nobody fully commits to a system in which they have shaky confidence.


Are you digital, paper, or hybrid planner? What planning system will you use in 2023?