Archive for ‘Task Management’ Category

Posted on: May 1st, 2023 by Julie Bestry | 24 Comments

ESSENTIAL ELEMENTS FOR TACKLING YOUR TO-DOS

Getting things done takes a lot of moving parts.

  • You need to know WHAT to do. (This is where a to-do list or a task app comes in.) 

Our brains can hold about seven things in our short-term memory, plus-or-minus a few. I always think of it as plus-or-minus three, given that phone numbers in North America being seven digits plus a three-digit area code. However, a misinterpretation of a famous psychological paper from 1956 leads people to understand Miller’s Law as allowing us to remember 7 things, plus-or-minus two.

That said, we can certainly remember more things, as long as we don’t have to recite them in very quick sequence. After all, a neurosurgeon doesn’t consult a to-do list to remember all of the steps in a complicated surgery, and we can (usually) handle remembering to make dozens of turns to get from where we work to where we live without benefit of GPS, assuming we’ve driven the route several times.

The simplicity or sophistication of your list of tasks is immaterial. Whether it’s on a sticky note, a page of a legal pad, a digital note in Notes or Evernote or OneNote, or any of a variety of task apps, if it shows the things you need to accomplish, you’re golden. 

  • You need to know what to do first.

The delightfully weird comedian Stephen Wright used to say, “You can’t have everything, where would you put it?”

Prioritizing is a toughie. We often say, “Well, all things being equal…” but of course, things aren’t equal. Some things are naturally high-priority — if you’re dealing with smoke, fire, blood, a baby crying (or a grownup crying hysterically), you need to tend to that first.

Most tasks in life don’t come with such obvious signs of their priorities. Usually, things we want to do are high emotional priorities but may be low productivity priorities. If I gave you a choice between doing an expense report or going to brunch, and assured you my magic powers extended to bippity-boppity-boo-ing your expense report for you and taking all calories and carbs out of your meal, you’d pick the corner table on the patio, convivial conversation with friends, and bottomless mimosas over filling cells on a spreadsheet.

We must prioritize our tasks. As we discussed in Paper Doll Shares Presidential Wisdom on Productivity, the key is to identify two essential characteristics of tasks: importance and urgency.

The Eisenhower Matrix isn’t the only method for determining these two factors, but it illustrates that only once you’ve figured out what are the most important and urgent things to get done, can you can figure out what things you should do yourself now, what you can delay and schedule for later, what you can delegate or assign to someone else, and what you can delete (or schedule for that non-existent “someday”). 

Some people like to eat the frog, per a quote originally ascribed to Mark Twain, “If the first thing you do in the morning is eat a live frog, you can go through the rest of the day knowing the worst is behind you.”  

This method encourages attacking the biggest, hairiest task first. Proponents of Eat the Frog, like Brian Tracy, who authored Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time, believe will this prevent you from spending the day procrastinating.

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They also posit that conquering the little green beast will give you such a sense of accomplishment that your adrenaline and pride will drive the focused energy necessary to work your way down your task list.

Me? I’m not so sure. I mean, yes, if you do the thing that you’re most likely to avoid first, of course you’ll feel strong and mighty and start knocking everything out of the park.

But how will you get yourself to do that? Even armed with all of the advice in last week’s and today’s, some of us are just going to keep avoiding the BIG YUCKY, certainly at the start of the day. Personally, I’m more inclined to start with something easy, as I believe that small victories breed success.

So, prioritizing isn’t just about the relative measure of the tasks, but of your emotional relationship to doing them. In other words, you do you, boo!

  • Sit down (or stand up) and do it!

Knowing what you have to do and in what order (or at least at what level of soon-itude) is great, but it won’t get your tushy in the chair. As Sir Isaac Newton reminded us in last week’s post, Paper Doll On Understanding and Conquering Procrastination, a body at rest tends to stay at rest and a body in motion tends to stay in motion. If your particular body has been at rest for a bit too long, how are you going to get it to hunker down, in derriere-in-chair position, to get cracking?

Today’s post examines the methods, both popular and lesser-known, for proudly placing your posterior in position for productivity.

ONE HOT TOMATO: THE POMODORO TECHNIQUE

Pomodoro is the Italian word for tomato, and a popular form of kitchen timer in the 20th century was tomato-shaped.

In the 1980s, Francesco Cirillo developed the Pomodoro Technique as a method for circumventing procrastination. The steps are basic:

  • Identify the task you’re going to work on.
  • Set a (kitchen) timer for 25 minutes.
  • Work on that task (without interruptions or distractions) for the entire 25 minutes.
  • Stop after 25 minutes (and if you’re strictly following the technique, check the task off on your official “To Do Today” sheet).
  • Take a short break of about five minutes.

After four completed pomodoros, take a longer break. Four pomodoros plus four short breaks would equal about two hours, so that’s an opportunity for quite a bit of focus each day.

Simple, eh? But there are a few caveats. If you get interrupted, you start over. If you get distracted, you start over. And no matter how well you enter the flow state when working, when the buzzer goes off after 25 minutes, you have to take the break.

You remember flow state, right? We talked about it extensively in Flow and Faux (Accountability): Productivity, Focus, and Alex Trebek. Psychologist Mihaly Csikszentmihalyi, the “father of flow,” described flow as “being completely involved in an activity for its own sake” and when our sense of self and our surroundings cease such that we hyper-focus on a task.

For some people, that last part is a real sticking point of the Pomodoro Technique, because the break in the flow at 25 minutes may lead to a break in inspiration and concentration. For others, it’s like stopping a movie just when it’s getting to the good part — you can’t wait to get back to it.

Does it have to be a tomato-shaped timer? No, although it may help some people feel they are doing the technique in an “official” way, and for rule followers, that may help them get into the right head space.

Does it have to be a physical timer? Not necessarily. But the mind-body connection is a powerful thing, and physically manipulating a handheld kitchen timer (tomato-shaped or otherwise) might be be the key for some people to feel their activation energy getting triggered.

If the physical sensation of turning on a timer helps you set your attention on using your time intentionally, then use that to increase your motivation. But if you’re just not that touch-feely, just give a shout to Siri or Alexa to set a timer for 25 minutes, or use some of the zillions of digital pomodoro sites and apps out there.

Does it have to ring like a kitchen timer? Once again, no. Some people may find the harsh and unyielding ring or buzz of a timer to be too jarring, not only ending the flow state, but setting them on edge. If you are neurodivergent or categorize yourself as a highly sensitive person, you may be overwhelmed by an intense buzz; consider a tangible timer with a more melodious sound or pick a digital timer or phone alarm with your favorite “ta da, I did it!” song to gently break you out of your reverie.

Again, only you know what’s going to help you surface from your underwater focus bubble vs. what’s going to make you feel like you’ve narrowly avoided fender bender.

TOCKS

Tick-tock goes the clock, and that 25-minute tomato-based technique is practiced world-wide. But a similar method was developed independently by Daniel Reeves, co-founder of the productivity app Beeminder. (It’s been years since we covered Beeminder, but it’s a data-driven, habit-tracking productivity app where you put your money where your mouth is, pledging that if you don’t hit your goals, Beeminder will charge your credit card!) 

Back in 2004, Reeves (independently) developed a variant of the Pomodoro Technique based on the idea of working for 45 minutes and taking 15-minute breaks. Each 45-minute block is called a tock. Like the Pomodoro Technique, Tocks rely on specifying what you’ll be working on during the tock.

Those who practice these hourly tock/break blocks are encourage do start on the hour, making it easier to track how much you accomplish (and see when it’s time to get your tushy back to work). Reeves also urges users to take note of mental distractions so they don’t end up like the guy in the Distracted Boyfriend meme.

This reminds me of something I heard Alan Brown of ADD Crusher once say, that when one is being distracted by other possible tasks, it’s important to remember that there are “only three types of things.” There’s:

  • What I’m working on now
  • Important things that are not what I’m working on now, and
  • BS things that are not what I’m working on now.

I see two advantages of noting your distracting thoughts. First, it will give you confidence that you won’t forget the (possibly) brilliant ideas that you had, and letting go of that fear will allow you to focus on what you’re doing. Second, it will yield a tangible list of other tasks to consider when you take your break, or later on when you’re deciding what is important or urgent to schedule.

Beeminder is bee-themed, and the original Tocks blog post sourced a bee-shaped timer that was later unavailable. However, I’ve found it, as well as a slightly less adorable alternative. If something like this would inspire you to be a busy (and productive) bee, go forth and create some buzz!

Etsy has the original version for $19.98 (plus shipping) for a set of two Spring Bumble Bee Design 60 Minute Kitchen Timers:

Less adorable and lacking actual deelyboppers, but available with Amazon Prime for $17.55, is this Kitchen Bee Timer:

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THE 90-MINUTE FOCUS BLOCK

At first glance, this just seems like a super-sized Pomodoro. Instead 25 minutes of focus plus a break, you work for 90 minutes. But there’s scientific backing.

The field of sleep research has found that our bodies experience ultradian rhythms, recurrent 90-minute cycles throughout each 24-hour day. These are similar to the cycles of rapid eye movement (REM) sleep, discovered by researcher Nathaniel Kleitman. (This is why sleep researchers advise sleeping in multiples of 90 minutes to ensure you don’t get awakened mid-cycle, and why 7 1/2 hours of sleep (five 90-minute cycles) may make you feel more refreshed than 8 hours (four 90-minute cycles but then being jarred awake partway through your fifth).

Kleitman found evidence that we have 90-minute periods of high-frequency brain activity alternating with 20-minute periods of low(er)-frequency brain activity. (There’s a whole science-y explanation of how the cycles are governed by how our brains use our potassium and sodium ions to conduct electrical signals, but this is a blog post about productivity, not neurobiology. Thank goodness.)

So, if our energy levels and cognitive functions are optimal during particular 90-minute periods when we’re awake, and we attack tasks during the 90-minute blocks when our high-frequency brain activity is running on all cylinders, we’re going to be more attentive, more creative, and more productive. Winner, winner, chicken dinner!

Our brains use more energy than any other organs in our bodies, and when our brains are in that high-frequency mode, we’re using up that energy and freaking out the sodium/potassium levels. We NEED that 20-minute break, but we’re too distracted to take it. So the brain says, “hold my beer,” and slows us down into the low(er) brain wave frequencies, making us distracted, tired, foggy, and cranky.

If we take that 20-minute break, the sodium-potassium partnership ramps back up and we’re ready to tackle our tasks in a focused way. If we ignore that break, we’re going to experience a diminishing return on our time-and-focus investment.

TimeTimer Plus 120-Minute Timer

So, using a 90-minute focus block is similar to the Pomodoro Technique, except that you’ll trade your 25-minute work sessions for 90-minute blocks, and extend your 5- or 10-minute breaks to 20. 

That said, humans can be weird. Have you ever gotten hungry but instead of eating (which you knew you should do), you pushed yourself to keep going to the point that you pushed right through hunger and into queasiness? Those of us who get migraines know that when we first experience symptoms, we should take meds, hydrate, go to a dark room, etc., but many migraineurs will tell you that at least sometimes, they ignore the symptoms until it gets much worse. Again, humans are weird. 

Alarms may not be enough. You might want to set the sleep mode on your computer monitor — or borrow from the accountability and body doubling lessons I’ve recently shared. For example, ask a friend to call or swing by your desk to remind you to stop after 90 minutes, then go for a refreshing walk outside.

THE 52/17 METHOD

Perhaps you feel that somewhere between 25 minutes and 90 minutes is your sweet spot? There’s an option that looks random, but anecdotal research may persuade you otherwise. As Julia Gifford wrote in a piece for The Muse, she identified another work-to-break ratio workflow that might help you focus more productively.

Gifford’s team studied the top 10% most productive employees using the time-tracking and productivity app DeskTime — and learned these folks rocked at taking productive breaks. (If you read my Toxic Productivity Part 3: Get Off the To-Do List Hamster Wheel, the efficacy of these breaks won’t surprise you.) In particular they found that, on average, these super-productive employees were working for 52 minutes and then taking 17 minute breaks before getting back into the thick of it.

Giffords’ theory is that these highly-productive employees treated their 52-minute blocks as sprints, a popular concept in the corporate world, particularly in technology fields. In a sprint, you work with “intense purpose” and dedication to the task, whatever it is, and then (as with the 90-minute focus block) let the brain rest and recuperate (and NOT think about work, or at least that work) before the next big sprint.  

We aren’t robots. We just can’t sit and stare at a screen or make the widgets on a factory floor, or whatever, for 8-hours straight. Even robots can’t always work like robots!

“Repeating tasks causes cognitive boredom,” says Gifford, and whether we break it up with cake in the staff room (mmmm, cake) or a brisk walk or a convivial chat around the water cooler, we need a pause that refreshes.

So, the big drivers of 52/17 are purpose (backed, I’m sure, with a hearty dose of motivation), distraction-free worktime, and flow.

FLOWTIME

The Flowtime Technique, as developed by educator Zoe Read-Bivens (writing as Urgent Pigeon for Medium) in 2016, was designed to take a major drawback of The Pomodoro Technique — that it interrupted the flow state  — and use performance analysis to improve productivity.

All of the above options count on working for a set time (25 minutes, 45 minutes, 52 minutes, 90 minutes), and then stopping at a pre-ordained time as prompted by an alarm. As noted, for some people who are neurodivergent, have ADHD, or are otherwise sensitive to loud noises or task transitions, this can be counterproductive.

As with all of the other methods, Read-Bivens’ Flowtime approach insists on uninterrupted work sessions, but instead of stopping when an external force (like an alarm) prompts you, you work until you start to feel distracted, or mentally or physically fatigued. Then you log how long your focused work session lasted — how long you stayed “in flow.” 

  • Pick a specific task from your to-do list.
  • Write down your start time for each task.
  • Work with focus as long as you can.
  • Write down the distractions taking you out of your flow state as they happen.
  • When you’re tired or hungry or muddled, stop.
  • Write down your stop time, and then note the total elapsed time you focused on the task. Basically, it works like a time sheet; you can use an app like Taskade or create a spreadsheet with cells formatted for time, and create a formula to calculate the elapsed start/stop time.
  • Take a break for however long you want.
  • Lather, rinse, repeat.

Without scheduled breaks, you’ll be less likely to anxiously await the “end” and be more likely to get into flow and stay there. Flowtime gives you flexibility to have productive sessions personalized to your work style, and it pushes you to be really clear on what’s interrupting your focus.

I can also imagine that if you get to know your cycles of productivity, it can help you block out your work time around meetings and other obligations so that you have adequate space in your schedule for your work without friction, and lead you to schedule your high-effort tasks when you’ve got the most mental energy.

On the other hand, there’s a lot of admin associated with this method, requiring planning beforehand and performance analysis afterward. It’s adding more work to your work. If you’re the kind of athlete who tracks your steps and reps and miles and measures performance to better know yourself, Flowtime might be ideal. However, if giving yourself no stopping time isn’t enough of a trade for all this admin, or if not having a limit on your break time might lead you to procrastinate on getting back to work, it may not be for you.

I suspect Flowtime might be best used when your work is creative in nature. I’d never encourage my clients who are artists to paint for 25 minutes and then take a break, and novelists probably shouldn’t be zapped out of flow by an alarm. If your entire job is creative, perhaps in the arts, or you’re needing to do brainstorming sessions for ad campaigns or client pitches, Flowtime might make sense. But if you’ve got lots of distinct (and perhaps not-entirely-creative) tasks to complete, one of the strict time-based methods seems like a better fit.


What methods to you use to get your activation energy, circumvent procrastination, and get your work done? Which methods might you try in the future?

Posted on: April 24th, 2023 by Julie Bestry | 12 Comments

 

Nothing is so fatiguing as the eternal hanging on of an uncompleted task. ~ William James

We all procrastinate. Everyone knows that it’s irrational to put off doing something until the quality of the work might suffer. It’s obvious that it doesn’t make sense to keep not doing something when the deadline is fast approaching. And yet, at least sometimes, everyone procrastinates.

WHAT IS PROCRASTINATION?

Contrary to what you might have been told in your childhood (or even more recently), procrastination is not about laziness. Rather, it’s a self-protective mechanism.

Research shows that we use procrastination as a technique to regulate our moods. More specifically, to regulate, manage, and prioritize a negative emotion in the present over the negative outcome of our procrastination in the future.

Instead of delving into the science and scaring you off with words like amygdala and prefrontal cortex, here’s a cartoon to ease you into what’s actually happening in your brain when you procrastinate.

WHAT TRIGGERS PROCRASTINATION?

The tippy-top expert on procrastination, Canadian professor of psychology Timothy Pychyl of Carleton University in Ottawa, is the author of Solving the Procrastination Puzzle.

According to Pychyl, there are seven triggers that cause people to procrastinate:

  • Boredom — Whether a child is delaying doing homework because the assignment isn’t challenging or an adult is facing a stultifying task (vacuuming, I’m looking at you!), doing anything stimulating (even if it’s counterproductive) may feel better than doing the boring thing.
  • Frustration — The task itself may be frustrating because it’s full of difficult, fiddly little steps, like putting together a spreadsheet from multiple sources of data or figuring out how to build an Ikea desk without any written instructions; or, you might be frustrated because the work involves dealing with annoying members of your team.
  • Difficulty — When something seems like it’s going to be too mentally or physically taxing, it’s comforting to procrastinate. Sometimes we tell ourselves that we’re preparing, or doing pre-work, to set the stage for the difficult task, but there are only so many pencils your teen can sharpen before settling in on that calculus homework.
  • Lack of Motivation — This may seem the same as boredom, but it’s actually more complex. Boredom is mostly about the task; some activities are just inherently lacking in stimulation. But motivation relates to internal drive. Even if you aren’t happy in your current role at work, you may not be that excited about applying for a new job (perhaps because of depression, anxiety, or fear of change). You have to see the benefit of working on your resume and prepping for an interview as steps toward a personal goal of being more professionally confident, rather than just items to be completed to “get a job,” which may not be inherently motivating.
  • Lack of Focus — Mental focus depends on physical and emotional stimuli as well as external stimuli. A variety of emotional concerns related to the task at hand — fear of failure, being embarrassed in public, losing a scholarship or a job — as well as unrelated issues like family or relationship troubles, or health concerns, can detract from your focus. Similarly, working in a crowded or noisy space, or even in an environment with visually distracting elements, can dilute your focus. Some people need to turn down the radio while driving to find the address they’re seeking; others need a tidy desk in order to read, even if the desk is outside their line of sight. You can’t focus if you’re hungry or tired, either.
  • Feeling Overwhelmed — Too much of too much will always keep you from taking clear action. In the professional organizing field, we talk about suffering from decision fatigue and often say, “The overwhelmed mind says ‘No’.” Have you ever stood in the toothpaste or shampoo aisle and been shocked by the ridiculous number of competing alternatives? Similarly, if there are many different ways to approach a talk (writing a blog, replying to an email, making a plan for a move), overwhelm may lead us to just physically or mentally wander away.

 

  • Being Overworked — Burnout is definitely a trigger for procrastination. If you’ve ever worked day-in and day-out on a project such that by the time you got home, you had literally no mental space or physical energy to do anything, even to prepare food, that’s a sure sign of overwork. Alternative options might be more or less pleasant (think: socializing or housework), but you might choose to lay on your couch and mindlessly scroll through social media instead of either thing you were supposed to do. Overwork eliminates the energy necessary for doing anything in the now, so everything gets pushed to a theoretical later.

Of course, Pychyl is not the only one to define triggers for procrastination. Others have identified fear of failure, impulsiveness (sometimes associated with ADHD), and generalized anxiety. Various executive function disorders can make it difficult to sequence or prioritize tasks.

The point is, procrastination is not laziness, but a conscious or even subconscious need to not feel icky now, even if you’re going to feel doubly icky later.

Procrastination is not laziness, but a conscious or even subconscious need to not feel icky now, even if you're going to feel doubly icky later. Share on X

PRACTICAL STRATEGIES TO COMBAT PROCRASTINATION

Obviously, once you identify your trigger to procrastinate, you can employ techniques to reverse the behavior. For example, if a task is boring, like housework or working out, you might pair it with music or a streaming TV show.

It also may be helpful to take away the temptations of more entertaining options. Lock your phone in a drawer — having to unlock it to play Candy Crush may give you the necessary pause to stick with your task. If you’re tempted by websites that are more entertaining than the work you’re supposed to be doing, lock yourself out of those websites (for whatever time period you set) by using a website-blocking program like:

Cold Turkey — works with Windows and MacOS

Focus — works with MacOS-only

Forest — designed for your phone, it works with Android, iOS, and in your Chrome browser

Freedom — works with Windows, macOS, iOS, Android, in as a plugin for Chrome

LeechBlock — works in various browsers, including Chrome, Firefox, Edge, and Opera (but not Safari)

Rescue Time — works with Windows, macOS, Android, iPhone, and iPad

Self-Control — works with acOS-only

There’s also Paw Block, which, while it only works as a Chrome or Firefox extension, has the benefit of showing you pictures of kittens from the around the internet when it prevents you from accessing distracting websites. 

If you’re frustrated by the elements or situation of the task, you might bring in a friend or colleague to help you do it, someone who doesn’t have the emotional connection to the stressors that are throwing you off. They don’t necessarily need to perform the tasks, but just body double with you so you feel soothed and less frustrated.

You can break down difficult tasks into the tiniest possible elements, or seek a supervisor’s guidance, so the annoyances seem less annoying. (It’s tricky in the moment, but you might also try to reframe “difficult” tasks as challenges and contests with yourself.)

If you’re feeling unmotivated, see if you can find a short-term reward. (Cake? Cake is always good! But a refreshing walk outside after finishing the first of three elements of a task may help you get your head back in the game.) For a deeper lack of motivation, work with a therapist or coach to help you identify the meaningful benefits you can get from doing the things at which you tend to procrastinate, or possibly find a life path that eliminates those tasks. (If creating PowerPoint slide decks gives you a stomachache, maybe you need to consider becoming a lumberjack or a lighthouse keeper. Not everyone wants to be an knowledge worker, and that’s OK!)

If your procrastination is due to floundering focus, determine what’s contributing to the lack of focus. If it’s internal (troublesome thoughts and emotions), consider meditation, walking in nature, and talking through the excess thoughts with a friend and/or in therapy.

But if it’s external, if you’re feeling attacked from all sides by an overload of sensory stimuli, you may need to declutter and organize your space or move your workspace elsewhere (or invest in noise-canceling headphones). But it’s possible you’ll want to see if an ADHD or other diagnosis might help support your efforts to get assistance dealing with distractions.

Overwhelm may seem a lot like frustration. While you may be frustrated by just one (big) annoying thing, overwhelm feels like you’re getting pelted with dodge balls from all directions. It’s a good time to sit down with someone who can help you see the Big Picture and identify the priorities and sequences. Professional organizers and productivity specialists excel at helping you battle overwhelm and get clarity.

And if you’re overworked and experiencing burnout, it’s time to have a realistic discussion with your partner, therapist, boss, and anyone else who can help you achieve balance before you suffer health consequences more serious than just the emotional distress related to procrastination.

In the short term, some meditation and schedule modifications might work, but if you’re experiencing chronic overwork, more intense career and life changes might be necessary. Start by revisiting my series on toxic productivity, below, and pay special attention to post #3.

Toxic Productivity In the Workplace and What Comes Next

Toxic Productivity Part 2: How to Change Your Mindset

Toxic Productivity Part 3: Get Off the To-Do List Hamster Wheel 

Toxic Productivity, Part 4: Find the Flip Side of Productivity Hacks

Toxic Productivity Part 5: Technology and a Hungry Ghost

EMOTIONAL AND INTELLECTUAL STRATEGIES TO COMBAT PROCRASTINATION 

Making changes in your space and schedule, breaking your projects into smaller tasks, and giving yourself rewards are all smart practical solutions, but they’re external. Changing your external world can only eliminate some of the obstacles to your productivity. To truly conquer procrastination, experts advise making internal changes as well.

Admit it! 

Denial is not just a river in Egypt. When you catch yourself procrastinating, acknowledge it. Once you call your own attention to the fact that you’re delaying doing the thing you’re supposed to be doing, you can look at that list of triggers and say, “Yikes! I’m avoiding writing this report. Why is that?” You can’t solve a problem if you don’t realize it exists. Admitting it gets you halfway to a solution.

Forgive yourself

This isn’t the same as letting yourself continue to procrastinate. And just like forgiving someone else isn’t the same as saying that the undesirable behavior never occurred, forgiving yourself gives you the opportunity to recognize that past behavior doesn’t have to dictate future performance.

A 2010 study by Michael J.A. Wohl, Timothy A. Pychyl, and Shannon H. Bennett entitled I Forgive Myself, Now I Can Study: How Self-Forgiveness for Procrastinating Can Reduce Future Procrastination found, as the title indicates, that students who forgave themselves for procrastinating on preparing for exams earlier in the semester were far less likely to procrastinate on studying for the next exams.

You’re human; if you were a perfect person … well, you’d be the first one ever. Forgive yourself for having procrastinated in the past.

Practice self-compassion 

Related to self-foriveness is self-compassion. Researchers found that people who procrastinate tend to have higher stress levels and lower levels of self-compassion, and theorized that compassion cushions some of the more negative, maladaptive responses that cause repeated procrastination.

Think of it as similar to overeating. If you cheat on your diet, low self-compassion might get you so down on yourself that you figure, “I’ll never lose this weight. I might as well just eat the whole ice cream carton!” But if you’re able to have self-compassion, you may tell yourself, “Yup, I did eat more than a half-cup serving of ice cream. But I understand why I did it. Next time, I’ll try drinking a glass of water and walking around the block first. Or maybe I’ll go out and eat the ice cream on the front porch, where the rest of the carton won’t be so accessible!”

(Seriously, whoever thought half a cup of ice cream was an adequate serving, anyway?)

Be intentional

All of the alternatives I described up above for seeking assistance and changing your environment (and the ones we’ll discuss next week) will only happen if you place your intention and attention on making changes.

Yes, this means a little extra labor on your part. If you know you procrastinate because you anticipate interruptions (from co-workers in the office or tiny humans when remote-working), you’re creating a problem before the problem exists, so you’re missing out on productivity before you need to and then again when the problem actually occurs. (And then you’ll spend the time after the interruptions being resentful about them, and that will lead to less productivity, too!)

Once you know what you’re up against and which triggers present a problem for you, build time into your schedule to plan your way around the obstacles and triggers. That might mean seeking out time with professionals who can help you, whether those are therapists, professional organizers, productivity specialists, or life or career coaches.

Embrace consistency

The various popular books on forming habits, like James Clear’s Atomic Habits, all agree that it starts with changing your identity, and seeing yourself as “the kind of person who” does things in a more agreeable, positive way.

 

One of the ways you can prod the formation of that kind of identity is to develop consistent actions and behaviors. In order to be the kind of person who goes to bed on time (and thus, can get up on time), you need to jettison the behavior of doom-scrolling for hours before bed. To consistently do that, you might set an alert on your phone for 8 p.m. to put the phone away, somewhere far from the couch or your bed. (Afraid you won’t get up on time if the phone isn’t near your sleeping area? Revisit my post from last summer, Do (Not) Be Alarmed: Paper Doll’s Wake-Up Advice for Productivity.)

Be a Self-Starter

You’ve heard me talk about activation energy before. In my post, Rhymes With Brain: Languishing, Flow, and Building a Better Routine, I wrote:

We also depend on activation energy. Because the hardest part of what we do is the getting started, we have to incentivize ourselves to get going. There are all sorts of ways we can trick ourselves (a little bit) with rewards, like pretty desk accessories or a coffee break, but the problem is that action precedes motivation. We’re not usually psyched to get going until we have already started!

Action precedes motivation. We're not usually psyched to get going until we have already started, whether it's a runner's high or Csikszentmihalyi's flow. Share on X

A huge key to breaking the procrastination habit is getting started. After all, Sir Isaac Newton’s First Law of Motion states that a body at rest tends to stay at rest and a body at motion tends to stay in motion. (OK, it actually says, “a body at rest will remain at rest unless an outside force acts on it, and a body in motion at a constant velocity will remain in motion in a straight line unless acted upon by an outside force.” But this isn’t Physics 101.) 

Did you watch the cartoon at the start of this post? (It’s OK if you skipped it; just scroll up and watch now and we’ll wait.) If you did watch, you know that you’re more likely to feel negative emotions about a task when you’re avoiding it, but when you’re actually doing the task, it doesn’t feel so bad.

So, get yourself in motion so that you can stay in motion! Get yourself past the hurdle of starting and that small victory of starting, and the realization that it wasn’t as bad as you feared, might make you less likely to procrastinate the next time you’re facing that same challenge.

GET STARTED AT GETTING STARTED

Once you’ve read all of the preceding advice, you still have to get your butt in the chair. (OK, yes, you could use a standing desk. Let’s not be pedantic!) There are two key ways to do that.

First, embrace accountability. As I’ve previously described in these various posts, borrowing willpower from others by getting support from “partners in crime” can be just the motivation you need to get started and stick with it, whatever the “it” is:

Paper Doll Sees Double: Body Doubling for Productivity

Paper Doll Shares 8 Virtual Co-Working Sites to Amp Up Your Productivity

Count on Accountability: 5 Productivity Support Solutions

Flow and Faux (Accountability): Productivity, Focus, and Alex Trebek

Second, even when you’ve got accountability support (and especially when you don’t), there are techniques for helping you get started on tasks in ways that feel hopeful, and that make finishing seem possible.

So, come back for next week’s post, Frogs, Tomatoes, and Bees: Time Techniques to Get Things Done, where we’re going to be doing a deep dive into a variety of well-known and sleeper strategies for eliminating procrastination. We’ll be talking about tomatoes and frogs, blocks and tocks, and so many numbers that you’ll think we’re in math class. (But I promise, just in case you tended to procrastinate on math homework, there will be no trains leaving Chicago at 120 miles per hour.)

Until next time, read more about the nature and causes of procrastination:

Why You Procrastinate  (It Has Nothing To Do With Self-Control) ~ The New York Times

Why People Procrastinate: The Psychology and Causes of Procrastination ~ Why People Procrastinate

6 Common Causes of Procrastination ~ Psychology Today

7 Triggers of Procrastination ~ ChrisBaily.com

Procrastination triggers: eight reasons why you procrastinate ~ Ness Labs


When you tend to procrastinate, what triggers tend to haunt you? What methods do you use to keep procrastination at bay?

Posted on: February 27th, 2023 by Julie Bestry | 12 Comments

In fields like science, medicine, and technology, surprising information comes out all the time, and with that, novel guidance and advice. In the world of organizing and productivity, however, there aren’t a lot of unexpected, planet-sized discoveries or wrecking balls to old beliefs.

Rather, in most aspects of organizing and productivity, we seek to find novel examples and tweaks to help people understand the best approaches for what they already know deep down. Today, I’d like to share three intriguing ideas I’ve heard recently, and an opportunity for you to discover more.

WORK AS HOBBY: OVERCOME PROCRASTINATION WITH A MINDSET SHIFT

The first concept comes from my friend and colleague Hazel Thornton. You may recall her from Paper Doll Interviews the Genealogy Organizers and when I profiled her new book, Go With the Flow! The Clutter Flow Chart Workbook, in Paper Doll Presents 4 Stellar Organizing & Productivity Resources a few weeks ago.

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I love Hazel’s blog, because she always offers practical yet warm insights. Earlier this month, she came up with an idea for a mindset shift for conquering procrastination, and it really got me thinking.

Usually, we approach procrastination from a practical perspective. For example, we look at how to use planning and scheduling, particularly time-blocking, to set expectations. Social science research, for example, has found that making a voting plan for when and where you will vote and how you will get there makes it more likely that you will cast a ballot. 

We also look at tactical methods for getting ourselves into position to complete a task, such as using the Pomodoro Method, or enlisting accountability, as we discussed recently in Paper Doll Sees Double: Body Doubling for Productivity and Paper Doll Shares 8 Virtual Co-Working Sites to Amp Up Your Productivity.

Hazel, however, piqued my interest in suggesting something I hadn’t seen before in her post entitled Think of Your Big Project as a New Hobby. Now, I don’t want to steal Hazel’s thunder, so you should read her post in its entirety. But the basic concept is that when you find yourself procrastinating on a big project — as I recently found myself doing — a shift in mindset could ramp up your enthusiasm and make the work more appealing.

Hazel notes that the more often you do something, the easier it gets. Typically, we choose to do something repeatedly — like a hobby — because it’s fun. So, Hazel suggests approaching a project, particularly one about which you’re procrastinating, as if you were embracing a new hobby.

She notes that new hobbies usually require the acquisition of new skills and new information — just like projects do — and setting aside time to work on them. Hazel even offers a list of practical solutions (and even pointed people back to my body doubling posts — neato!) for hobby-fying a project. 

If we perceive something as drudge work, we’re more likely to procrastinate on it, not set aside time to do it, and think about it as something to be avoided. We don’t get particularly excited about doing expense reports or preparing our taxes. But if we reframe a project and consider it as something that benefits us, or the people we love, or our community, if we re-set our expectations regarding how to approach something not-that-fun, our avoidance might fade away to nothing.

I think Hazel was right on the money. Over the last month, I’ve had a number of projects that were out of the ordinary for me, and one in particular involved employing technological skills that aren’t in my wheelhouse. I had to create a video (of which, more later), and as the days ticked down, I remembered my misery at completing the project last year, even though I was excited about the content. Shockingly, the video editing skills I learned in 1989-1990 in my graduate program in television production and management have very little application in 2023!

This year, I was eager to do the research and prepare my presentation, but anticipating the video production and editing was wearing me down. However, with Hazel’s blog post in mind, I started exploring ways to learn about new approaches with what Zen practitioners call, shoshin or Beginner’s Mind. It’s supposed to encourage eagerness, dispel anxiety and frustration, and yes, make procrastination less likely.

I hate being a beginner, but I psyched myself into beginnerhood for the “hobby” of making a visually-appealing, non-talking-head video. The same day I read Hazel’s post, I spoke with my accountability partner and all-around cool kitten, Dr. Melissa Gratias (whom I’ve also interviewed on the blog, in Paper Doll Interviews Melissa Gratias, Author of Seraphina Does Everything!).

Melissa had some amazing ideas that let me drop-kick PowerPoint and edit video content directly in Canva, the same platform I use to make the blog post banners at the top of every Paper Doll post. (Melissa also came to my aid every time I was stymied by an aspect of Canva that Googling didn’t solve.)

Hazel may not have realized she was channeling a key idea in Zen Buddhism, but by inspiring me to transform a hyperventilation-inducing project into one that was more hobby-like, she changed my entire outlook. I enjoy researching. I love learning new concepts. I particularly like developing skills that I can make systematic so they’re easier and easier as I do them more often. Hobbies for the win! 

If you’re having trouble getting your mojo going on a project (or can envision that happening in the future), give the ideas in Hazel’s post a try.

A DIFFERENT KIND OF BACKUP

If you’ve read the Paper Doll blog for a while, you’ve probably seen me promote the importance of backup. Usually, I’m touting computer backup, such as in Paper Doll’s Ultimate Stress-Free Backup Plan.

But I’ve also looked at backing up from the perspective of human backup, such as in Cross-Training for Families: Organize for All Eventualities. Those two posts reflect both a plan for backing up, and having a backup plan for life.

However, last week I heard about a different concept for backing up that’s worth discussing. At the start of the year, in Paper Doll’s 23 Ideas for a More Organized & Productive 2023, I mentioned that I was going to be doing Laura Vanderkam‘s annual 168 Hours Time Tracking Challenge. I enjoyed it so much that I also signed up for her Tranquility by Tuesday Challenge based on her book, Tranquility By Tuesday: 9 Ways to Calm the Chaos and Make Time for What Matters. (I already knew I’d like it because she previewed the book at the 2022 Task Management and Time Blocking Virtual Summit. See below)

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For each week of the challenge, Vanderkam sends emails encouraging participants to put one of her nine lessons into practice. Last week was Lesson #5: Create a Backup Slot. Here, Vanderkam talked about how even the best of intentions are not enough when we try to create a schedule that allows us to be productive and accomplish all of the things that are important to us. Most tellingly, she wrote:

I have learned that anyone can make a perfect schedule. True time management masters make a resilient schedule.

Yes! Resilience is essential! A schedule is a map of our time. With a road map, sometimes there’s a crash up ahead, or a road is washed out, or someone gets car sick. If we want to accomplish what’s important to us, we have to be prepare for unanticipated calamities.

To this end, Vanderkam advises that we not fill our schedules from morning to night (of course!) but instead designate more times in our schedules than we plan to use.

Borrowing from my cross-training approach for human backup, I might schedule Monday afternoons for writing, but cross-train Saturday so it knows how to handle the task. (OK, we’re anthropomorphizing the days of the week. Just go with it.) You might plan to do your bookkeeping on Wednesday mornings, but if an all-hands meeting gets called or you have to pick up a sick kid from school, and your Wednesday morning blows up, Thursday needs to step in as backup.

Rather than searching your schedule for places where you can either cancel something or squeeze in one more task, if you already have backup slots scheduled, you’re prepared in the eventuality of your life falling tush-over-teakettle.

Rather than searching your schedule to cancel something or squeezing in one more task, if you already have backup slots, you're prepared for when your life falls tush-over-teakettle. Share on X

Vanderkam’s approach is wise but too rarely practiced. We see blank spots in our calendars and jump to fill them, to do more, to accomplish more, to achieve more. This can be aspirational, or it can be stressful. If the latter, harken back to my posts on toxic productivity from last summer:

If the idea of too much empty space on your schedule makes you nervous, try just one or two slots, maybe an hour or ninety minutes, on Thursday or Friday, where you’ll be the most likely to catch up on tasks that got displaced from earlier in the week. Think about designating themed slots, like for marketing or accounting or personal development. That way, if you get to your backup slot and don’t need it, you can use it either for something within that theme, or for something fun and rejuvenating. 

If you find that you’re drop-kicking things that matter to you because something blew up your schedule, adding backup slots could help you master your time and life. And Vanderkam asks, “If life went perfectly, what would you use your open time for?”

Good question. After all, why are you doing all this work in the first place?

THE WORK IS NOT ENOUGH

I read a lot of email newsletters. (Seriously. It may be an addiction.) So, to remember to read blog posts and newsletters of people whose work I’m not regularly seeing on social media, I use an RSS feed. My preferred platform is Feedly, and I can segment the blogs I read by category like entertainment, finances, productivity, tech, etc. and do a deep dive into all the posts I’ve missed over a week or month, keeping my inbox less crowded.

One of the authors I read is Anne Helen Petersen’s Culture Study. The essay that caught my eye was a fairly personal one, The Work Is Not Enough. (Note, there is one not-safe-for-work vocabulary word in the essay. Please do not click through if you are likely to be offended.)

Petersen’s post dovetailed with Vanderkam’s lesson, because, starting a few weeks ago, her life and schedule sort of blew up. Her partner was ill, her doggie was sick, it’s tax season, and there were work kerfuffles. Each thing caused the dominoes to fall:

Losing a day, an hour, an afternoon — if that was time used to put things in place to keep them rolling through the week, and that time is lost, then you find yourself in a 17-task pile-up. … and pretty soon you’re in laundry apocalypse, and the only thing that’s going to save you is […] the next weekend.

Can’t we all relate?

Petersen notes that all of the tasks, in their own version of a sort of life laundry apocalypse, could have been handled individually, but together, her mind was whirling trying to figure out which enjoyable things she should have culled to avoid the apocalypse, or could cull in the coming days to get back on track. But she recognized, 

I don’t need to stop taking care of my friends’ kids, or stop running, or stop having dogs, or stop skiing in order to make this all [waves hands wildly] fall into place. I just need to be vigilant about not taking on more work than I can reconcile with the rest of my life. The work matters; the work is important; the work is wonderful. But the work is not enough.

Petersen is recognizing that often, when we have to choose what to toss from our busy schedules to get back on track, we throw ourselves overboard. 

For most of us, the thing that’s easiest to jettison is the thing that’s most precious to you — because letting it go ostensibly affects you and you alone. A hobby, a personal goal, a book club, a walk, a nap, all so readily sacrificed. But those are the things that allow us to stand up straight as we carry the weight of everyday annoyances and tasks. They are the counter-balance. They are essential. We cannot mistake the ease with they can be put down with disposability.

Wow. Seriously, wow. I wish I’d had this essay to share back when I wrote the toxic productivity series, and I’m glad I can share Petersen’s wisdom here. Yes, we should develop our skills to manage our time and tasks well, but let’s not do it at the risk of what makes our lives worth living — our relationships, our joys, or our humanity.

THE 2023 TASK MANAGEMENT AND TIME BLOCKING VIRTUAL SUMMIT

For the fourth year in a row, I’m participating in Francis Wade‘s Task Management and Time Blocking Virtual Summit. Francis is a fellow Cornell University alum — we actually lived in the same international dorm — founder of 2Time Labs in Jamaica, and author of Perfect Time-Based Productivity: How To Protect Your Mind As Time Demands Increase.

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In last year’s preview to the 2022 summit, I covered a lot of the reasons behind productivity struggles in Struggling To Get Things Done? Paper Doll’s Advice & The Task Management & Time Blocking Virtual Summit 2022, from external struggles like lack of structure and technology overwhelm to personal challenges and tool/user mismatches.

I recapped the gems from experts at the summit in Paper Doll Shares Secrets from the Task Management & Time Blocking Summit 2022. So, if you missed all that, basically you’ve got a tons of wisdom (theirs, as well as mine) to review.

This year’s theme absolutely delights me: One-Size-Doesn’t-Fit-All. Now what? If you ever read my post, The Truth About Celebrity Organizers, Magic Wands, and the Reality of Professional Organizing, you know how how I feel about the inadequacy of one-size-fits-all approaches to organizing and productivity.

My own presentation by pre-recorded video (about which you’ve now heard) is Paper Shame — Embracing Analog Productivity Solutions in an Increasingly Digital World. (Pssst: Melissa Gratias helped inspire the title!) I’ll also be a panelist on Saturday afternoon (because Francis has his wife/co-founder Dale know I’m not a morning person). The topic? “Paper vs. Digital.”

That panel will be moderated by friend-of-the-blog and productivity dude extraordinaire Ray Sidney-Smith. We’ll be joined by Artificial Intelligence expert, Misha Maksin.  

Each year, the summit is refined and improved. This year, 27+ experts are participating, and I’m excited that I know so many of them!

On each of the three days of the summit, attendees get 24-hour access to a selection of video recordings on topics with titles like:

  • Handling Multiple Projects with Ease: How To Remove the Friction and Handle the Details
  • Productivity and Neurodiversity: Should I Fit in Productivity’s World or the Other Way Around?
  • Mastering Productivity with Mindfulness in 5 Steps
  • Build Without Burnout: Setting a Schedule for Your Business and 9-5
  • What’s Really Driving Your Distractions?
  • From Micro to Macro: How to Make Time Blocking Work for You
  • 3 Techniques to Level Up Your Time Blocking
  • Get a Game Plan: Three Steps to Designing Your Winning Week
  • Why You Aren’t Achieving Your Goals: Breaking the Cookie Cutter Approach to Goal Setting
  • Your Ultimate Productivity Tool: You Already Have It and It’s Not Paper or Digital

And that’s barely a third of the video options this year!

On Friday, the live portion of the TMTB Virtual Summit begins with Francis opening the event, followed by a full day of live panels and interviews. Another slew of video presentations will also be released.

I’m looking forward to Dr. Frank Buck interviewing his sort-of namesake, Dave Buck, as well as a live episode of The Productivitycast, with the aforementioned Ray, Augusto Pinaud, Art Gelwicks, and Francis. (Read more about this gang in Paper Doll Picks: Organizing and Productivity Podcasts.) I’ve been a guest on that podcast many times, and am sure it’ll be a hoot.

I’m also really excited about the panel discussion, “How Does Time Management Work Across Cultures and Countries?” and the interview with Mike Vardy about The Productivity Diet

On Saturday, there will be more video presentations released (including mine!) as well as another spate of live interviews and panels. (You’ll enjoy everything, but if you want to see my panel, it’s from 1:45 p.m. until 3 p.m. on Saturday.)

There are also oodles of bonus offers and “swag bag” items.

The whole event takes place on a very cool interactive platform called Airmeet, allowing us to interact at digital “tables” in a sort of cloud-based ballroom and attend Zoom-like lecture rooms for official events. As with previous summits, there’s time for networking with attendees and these great speakers and geeking out on productivity.

When you register for a free e-ticket to the event, you get 24-hour access to each “chunk” of videos, plus all of the live interviews, panels, and networking events in the Airmeet Lounge. 

Again, attendance is free, but you’ll have to carve out time in your schedule to watch the videos — it helps that Thursday is a video-only day! — and attend the live events, which run from 9:30 a.m. to 4 p.m. on Friday and Saturday.

If you want more time to absorb everything, you can purchase an All-Access Pass, which is basically a smörgåsbord of summit offerings and bonus extras, including:

  • recordings of all of the pre-recorded video presentations (including mine!)
  • recordings of all of the live panels, interviews, and events
  • an audio or PDF copy of Francis’ book
  • a 50% discount on Francis’s My Time Design Rapid Assessment program

(Be sure to pay attention to the resulting screen post-purchase so you know how to access your goodies.)

The full price for the All-Access pass is $249. But because I love you, I’ve got a super-nifty coupon link good up until the start of the summit that takes the price down to $99


What project might you approach as if it were a hobby?

Where can you create a backup slot in your schedule?

How will you protect the elements of your schedule that give your life meaning?

Will I see you at the 2023 Task Management and Time Blocking Summit?

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?

Posted on: April 11th, 2022 by Julie Bestry | 21 Comments

THE APPEAL OF A LIST

Paper Doll is a sucker for lists.

My childhood diaries (y’know the kind, pink with a lock that could easily be opened by a bobby pin) were just page after page of my mini-me wishes and hopes.

One of the first organizing-related books I ever purchased (when I was still in high school, back when dinosaurs roamed the earth and the top song on the Billboard charts

Billboard Top 100 Hot Singles 1982

was Olivia Newton-John’s Physical), which still sits on my bookshelf, was Checklists: 88 Essential Lists to Help You Organize Your Life. It contains a wide variety of lists my 15-year-old self assumed would be, as the book title indicated, essential for becoming an adult.

Many of the lists were, and still are, useful. The “What To Do” checklists started with life transitions like how to find a roommate, plan a wedding, prepare for having a baby (or adopting one), buy a new or used car, or get ready for a move. These continued on through less happy events, like what to do if you’re going through a separation or a divorce, are a victim of a burglary, have to stay in the hospital, or need to plan funeral arrangements.

I will grant you that many of these step-by-step To Do lists, such as how to apply to college or for a mortgage are outdated these forty (gasp!) years later, and I can’t say I ever found the lists for buying a summer home or putting my boat in the water particularly useful. Oh, but the aspirational aspect of it all!

The other sections of the book were equally magical, with checklists for packing (for everything from a day at the beach to — I kid you not — sending your child to boarding school) to hosting social events (from children’s birthday parties to showers to Christmas dinners and Passover seders). And even after 20 years as a professional organizer, I still take a gander at the “What to Have” checklists for organizing every space from tool boxes and medicine chests to linen closets and garden sheds. 

Even last week, when I was perusing the new books shelves at my public library, I couldn’t bring myself to bypass 52 Ways to Walk: The Surprising Science of Walking for Wellness and Joy, One Week at a Time.

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It’s not that I don’t know how to walk; I get my 10,000 steps every day. But I was captivated by a portion of the introduction, where author Annabel Streets (yes, a book on walking by someone named Streets!) writes:

Nor is walking merely step-counting or “exercise.” Yes, good physical and mental health are happy by-products. But the joys of walking are infinitely greater than clocking up steps. Think of it as a means of unraveling towns and cities, of connecting with nature, of bonding with our dogs, of fostering friendships of finding faith and freedom, of giving the finger to air-polluting traffic of nurturing our sense of smell, of satisfying our cravings for starlight and darkness, of helping us appreciate the exquisitely complicated and beautiful world we inhabit.

However, had the title on the spine not seemed like a ready-made list, I’d surely have moved on without it.

The world has been conspiring to put lists on my mind even more than usual lately, and if you don’t mind the presumption, I’d like to share some of the thoughts I’ve had regarding list-making.

USE LISTS TO SET (AND MAINTAIN) BOUNDARIES

Last Thursday, I was reading James Clear‘s weekly newsletter. If you’re not familiar with Clear, I encourage you to read his excellent Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones.

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 While I’m careful to keep my inbox lean, I confess that I subscribe to many (perhaps too many) newsletters for inspiration for this blog and to find resources for my clients. Some are on organizing and productivity; others are financial. I enjoy many of the AARP newsletters, particularly Sisters from AARP, which celebrates and offers wisdom for Black women. And though they profess to be about mindfulness, mental health, and positive psychology, I realize that many of the newsletters are written for millennials and Gen Z. I’m voracious.

Clear’s 3-2-1 Newsletter avoids any and all of the excesses many of my other newsletters display; his is pared down to the essentials: three wise (tweetable) quotes from Clear himself, two quotes from others, and one question for the week. (Last week’s remarkable question, “What is a small but courageous choice you can make today?” has floated through my head for days.)

A short “list” itself, the newsletter is what I, in all my years of blogging, can never aspire to: brevity. But I do not begrudge Clear’s success because you, my dear readers, are often the benefactors of the concepts he shares. Last week, he linked to a tweet by Jenée Desmond-Harris, a writer, editorialist, editor, and the current Dear Prudence for Slate.

I loved this tweet. First, I always try to teach my clients that when they’re overwhelmed and overburdened by a To Do list that is more a Could Do list, they need to check to make sure what they’re doing brings them closer to their goals.

When you're overwhelmed and overburdened by a To Do list that is more a *Could* Do list, check to make sure what you're doing brings you closer to your goals. Share on X

And I’m sure you’ve heard me say that, more important than SMART goals (which are specific, measurable, attainable, relevant, and time-specific) are SMARTY goals, where they Y represents values and ideals that are YOURS.

If you are constantly laboring toward goals that are not your own, but are your spouse’s, your parents’, or society’s, you will eventually come to resent the labor and the sense of obligation, and likely passive-aggressively (or just aggressively) rebel, possibly without even realizing it, but to your detriment.

Second, I appreciated this tweet because it dovetails nicely with a quote from one my colleagues. Four of my veteran professional organizing colleagues — Maria White, Yve Irish, Karen Sprinkle, and Nancy Haworth — and I are in a mastermind group. To help us achieve our goals, we start each week sharing our intentions; at the end of the week, we report back on how well we’ve done, and discuss our obstacles (and whether they’ve been internal or external).

Yve, famous for her enthusiastic Memojis when sending cheerleading texts, replied to one of my weekly emails with, “Woohoo Julie! Two great organizing sessions and they both booked follow-ups! I think you got all of the important things done. Much of the not-dones are items from someone else’s To Do list.

Until then, I’d been feeling a little down about not having achieved everything in my (admittedly overambitious) list. But Yve was right. The things I hadn’t completed had not been, in the words of Jenée Desmond-Harris, things I had to do or things I wanted to do.

They were things someone else wanted from me, tasks for which I had not obligated myself. Without recognizing I’d done it, I’d practiced that mantra found photocopied and posted on assistants’ desks nationwide: “Lack of preparation on your part does not constitute an emergency on my part.”

I was focusing on the important and urgent tasks on my own To Do lists. I was guarding my own boundaries.

When we make our To Do lists, perhaps we should consider dividing them into these categories, what we must do and what we want to do, and put the oxygen masks over our own noses and mouths first before attending to others (tiny humans notwithstanding). 

USE LISTS TO DECIDE WHAT YOU WANT FROM LIFE

Desmond-Harris, as well as my colleague Yve, got me thinking about the kinds of lists we create. We all have task lists, those To Do items, whether analog or digital, that get us through our days or weeks. At the micro level, these lists help us achieve our smaller, more discrete goals.

But what about our big ticket goals? Do you keep lists of those?

I went back to the post I wrote at the start of this year, Review & Renew for 2022: Resolutions, Goals, and Words of the Year to think about goals and visions. I found plenty of lists there, including Gretchen Rubin’s list of 21 things she’d wanted to do in 2021. Of course, she’s got a 22 in 2022.

When I got to the end of the post, I saw I’d linked to Jack Canfield‘s post on creating vision boards. About 16 or 17 years ago, Jack Canfield (of the Chicken Soup for the Soul books) was a guest speaker at a NAPO Conference. He’d just authored The Success Principles: How to Get From Where You Are to Where You Want to Be, and everyone heading to conference was buzzing about it.

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It’s been enough years (I was still in my thirties!) that you’d think the book would not have had such a hold on me, but the “assignment” on page 28 has held a fascination for me ever since.

In the chapter “Decide What You Want,” Canfield suggests readers make an “I Want” list and delineate 30 things you want to do, thirty things you want to have, and thirty things you want to be — before you die.

Readers, I went to an Ivy League college. I have a Master’s degree. I started my own business. But I have to tell you, writing out these three lists was the most difficult intellectual experience of my life. I’ve carried this folded-up list in my daily planner all of these years, taking it out with some frequency, and occasionally adding something new or checking off an accomplishment. My inability to complete the lists sometimes makes me wonder if I need a therapist or a life coach!

I only managed to come up with 11 things I wanted to do, of which I’ve done three (including finally reading Anna Karenina last year); and though I got to check off visiting the UK, the most exciting things I’ve done since creating the list, visiting Italy and publishing my book, didn’t even make the list! My imagination was too confined!

Similarly, my list of (tangible and intangible) things I wanted to have only made it to item 15. I’ve only acquired three, but those three (including my little, red Kia Soul) give me joy each day. And my shortest list, of things I wanted to be, only reached eight items, of which I’ve only achieved one.

And yet, I’m happy with my life and with my lists. The things we want at any given time help shape the choices we make; but the choices we make can shape what we want next.

The things we want at any given time help shape the choices we make; but the choices we make can shape what we want next. Share on X

Sometimes, our lists (like the ones in my elementary school diary) may seem silly in retrospect; others show us how far we’ve come.

What would you put on Jack Canfield’s lists? What are:

  • 30 things you want to do?
  • 30 things you want to have?
  • 30 things you want to be?

DO YOU NEED A NEEDLE LIST?

About a month ago, the Huffington Post published a piece by Kelsey Borresen called Want to Declutter Your Brain? Cross Something Off Your Needle List. I read it within a day or two of publication, agreed with the general gist, and went on about my life, not having given it much thought. Since then, there hasn’t been a day when it hasn’t shown up in one of those many newsletters to which I subscribe or appeared in my Twitter feed.

The article is needling me!

It’s easy to see why. I encourage you to read it in full, but the basic concept is that we all have these things on our To Do lists that we fail, repeatedly, to do. Usually, they aren’t huge projects, but fairly simple tasks that we avoid, over and over. And yet we cross them off today’s task list and dutifully put them on tomorrow’s, where they will fail to be attended to for several days (or weeks) hence. And they’ll continue to needle us.

Quoting an Instagram post of chef/author Serena Wolf, who coined the term, Needle Lists are filled with the small tasks that create that hum of low-level anxiety as we continue to fail to accomplish them. 

It’s the donation bags in our trunk (or worse, blocking the front hall) that haven’t been taken to charity. It’s the sink that’s full of dishes because the dishwasher of clean dishes hasn’t been unloaded. It’s the thank you notes that have gone unmailed (or unwritten). And for the past two weeks, for me, it was the oil change that I planned to get each day, but by the time everything else got accomplished, my mechanic had closed for the evening.

Wolf’s plan, simple but a bit of genius, was to set aside 30-60 minutes each Friday to tackle items on her Needle List. She notes, “Not only do I feel more relaxed on weekends, but it also makes me more productive during the week because I find it easier to focus with less mental clutter. The batching mentality also helps relieve any stress/anxiety when a new Needle List item pops up because I can drop it into Friday’s brain basket.”

Happily, this goes along with advice I’ve shared about time-blocking, here:

Playing With Blocks: Success Strategies for Time Blocking Productivity

Struggling To Get Things Done? Paper Doll’s Advice & The Task Management & Time Blocking Virtual Summit 2022

Paper Doll Shares Secrets from the Task Management & Time Blocking Summit 2022

Time blocking basics are key to the Needle List. Wolf has a place to collect these otherwise needling, cringe-provoking tasks. 

She sidesteps the problem of there being no “Someday” on the calendar by scheduling these tasks for a fixed block, on Fridays. (For you, it might be a Saturday morning or a Monday afternoon or a Wednesday lunch hour.)  

And she goes through her week confident that a task won’t fall through the cracks, so she can stop constantly reminding herself that there’s something undone.

If you’d like to try making a Needle List and time blocking a part of your week to address these things in a batch, I’d encourage you to use a tickler file to its best advantage.

Let’s say, like Wolf, you’re going to block Friday afternoons to stop things from needling you. Why not write yourself notes (so you’ll think about what you have to do, in a nuanced way, rather than just constantly thinking of what you will do) and collect them with receipts, items to mail, etc., in that Friday slot of the ticker file. Anything left incomplete this Friday gets moved to the next Friday opportunity; it’s no longer hanging over you; it’s been rescheduled!

THE POWER OF LISTS

  • Lists can be organizational — they create structure and boundaries.

A shopping list ensures that you purchase what you need, and assuming you don’t go into Target (because it’s impossible to leave Target with just what’s on your shopping list) you won’t buy what you don’t need. Gift wish lists (including wedding registries) make it more likely that people won’t waste their money on things you don’t want or need, that won’t mesh with your values or fit your physique.

A To Do list helps you do a brain-dump of everything you know you must accomplish, and then create lists of tasks, whether in the order you intend to accomplish them or batched in groups so that you can take them from list-mode on paper (or in an app) to time-blocking mode on your calendar. And if your lists are divided, as Desmond-Harris suggests, into what you must do and what you want to do, leaving those things others want you to do for last (or never), safeguarding your boundaries, how many more of your big-ticket goals might you achieve?

A packing list, and other travel-related lists, can ensure that you consider your needs and wants without last-minute pressure. (Take Paper Doll’s 5 Essential Lists For Planning an International Vacation, for example.)

Lists of books we want to read, movies and television programs we want to watch, and places we’d like to visit create structure and boundaries without greatly limiting our options. When we’re faced with an Amazon or Netflix full of titles, lists of recommendations can keep us from wasting time surfing or making mediocre choices.

  • Lists can relieve anxiety.

Trying to remember everything you need and want to do is exhausting. It’s also untenable. That’s where lists come in.

A well-done, properly-approached list can prune the stress out of your life. A massive list written on both sides of piece of paper, with items you need at the market combined with 5-year-plan types of projects without distinct tasks is not a well-done list.

Neither is anything scribbled on the back of an envelope, or on 63 sticky notes on every vertical and horizontal surface around you. Lists that live in all the different in-boxes of your life, in email and Asana and Evernote, in the notebook in your bag and the whiteboard in your office, are too likely to discombobulate you.

Some people swear by David Allen’s Getting Things Done, which, when followed closely, is a love letter to lists. I appreciate GTD and teach it to clients whose style it fits, but find elements of it to be overly complex.

Others swear by list-based bullet journaling, created by Ryder Carroll

but which has long since taken on a life of its own, and which I (and many of my clients find intimidating in its modern form).

Personally, I’m a fan of the 1-2-3 list. I believe in the philosophy that if it won’t fit on a Post-it®, it won’t fit in your day, so I counsel overburdened clients to look through their master lists, brain dump lists, and inboxes, and for any given day, find one big task, two medium-sized tasks, and three small tasks which are their absolute must-do items for the day, the ones that if that’s all they complete, they’ll declare victory.

This is why, when I first teach clients how to use a tickler file (you have read my Tickle Yourself Organized, right?), I’m often discouraging them from piling too many things in any one day’s slot. I may write without brevity, but I coach others to embrace it!

  • Lists can be aspirational.

As with Jack Canfield’s entries, not every list is designed to accomplish the things listed in that book I bought back in 1982. Yes, we need lists to tell us what to do, pack, and purchase. But for envisioning the possibilities in our life — and for reviewing with less embarrassment than reading our teenage journals — lists can help us imagine different lives.

Might you make a list of other careers you could have? Other cities (or countries) in which you might live? Other personal attributes you’d like to have, or habits you’d like to extinguish?

There are days (or years) where we feel boxed in, where it can be difficult to imagine a different “we” that we could be. Vision boards are highly touted for helping people imagine how (and as whom) else they might live. However, I’ve found that whenever I clip photos to create a vision board, they always end up being full of tall, lithe women with long ponytails, doing yoga with lush, green mountains in the background. Eventually, I learned that I don’t want to do yoga; I just want to be a tall, lithe woman with a long ponytail.

For me, vision boards don’t work for expanding my self-view, but lists do. Perhaps they will for you, too?

What lists are essential in your life? Please share in the comments!