Doorways to the Future: Planning for 2013 Goals

iStock_000002433944Small_Doorways

Each goal is wish that you have clarified and are committed to making real in this world. Each goal can be a doorway to the future. The next part of the work is finding or creating the doorway by creating your plan.

Once you have goals

Before you begin planning, review your list of goals to ensure each one is:

  • Stated in terms of what you want (not what you don’t want)
  • Stated in present tense
  • Stated to include what you will experience (see/hear/feel) when you achieve it.
  • Stated to include the evidence that you have achieved it

Most of the time my goal list, the one I print out and paste in the back of my agenda, and in my journal; the one I look at every day and each week when I do my journal entry for the week, is more of a point form reminder and doesn’t have the detail I need to create a plan. It’s like the title. The plan provides chapter headings, and weekly and daily actions provide the substance of the story.

Pick one goal to work with first

Choose the goal that relates to your focus for this year; the one that will have the most impact. Sometimes the focus is a role, sometimes a feeling, sometimes an area of your life such as livelihood or relationships. Here’s how I’ve built a plan for my  focus area, creativity, and my focus role, writer. Once you’ve done one goal, do the others in order of priority.

My Core Desired Feeling in the area of Creativity is Joyful. Underneath there are three goals:

  • Finish the first draft of the novel
  • Write 52 Blog posts
  • Play with paints, collage, fabric

After my review I restated them:

  • First draft of novel 80-100K words completed; excited to begin revisions
  • Post each week is beautiful, edgy(for me), useful(for readers), and is shared
  • Journal weekly using paint, collage, visual play in weekly summaries

The goal and resources

The next step is understanding how I can use my resources (time, money, network) to achieve the goal.

The productivity software I used to use came with my first laptop computer—a program based on Stephen Covey’s First Things First, an older book with a ton of good ideas in it. In both the software and the book, Covey used the analogy of filling a jar with sand and rocks. If you fill the jar with the sand first and then try to put in the rocks you won’t manage it, but if you put the rocks in first and then pour in the sand you can fit them all into the jar. He tells you to put your most important life commitments in first and then let the sand of all the other commitments fill up the space that’s left. It is great advice, and I’ve used it for years.

It works when I am self-disciplined enough to do it. Part of the challenge for me is determining what’s a big rock, what’s sand, and then there’s the dilemma of recognizing when I see someone else’s big rock (or sand) as mine.

Big Rocks

Big rocks are your most important tasks. How do you figure out what’s important? Another tool from First Things First has been a big help. Four Quadrant Thinking. Divide a square into four boxes, and label as follows:

  • Q1 Urgent & Important, top row left
  • Q2 Not Urgent & Important, top row right
  • Q3 Urgent, Not Important, bottom row left
  • Q4 Not Urgent, Not Important, bottom row right

Then take your list of things to do (action items from goal planning and other items from your list) and sort tasks into the appropriate box. Most of us start with a pile of things in Q1, not so much in Q2 and a bunch of stuff in Q3 and Q4. To be productive and less reactive, you want to carve out more time for Q2 items like planning, creating, editing, researching, learning, and key action steps for your goals. This is what moves you forward and begins to make more space. Your urgent and important list, often firefighting, begins to disappear as the the results of planning and more long-term thinking are felt.

Daily Practice

The other gem that’s stayed with me and helped me work in a way that’s congruent with my values and feelings, is recognizing that:

What you do every day is your life. What you do every day, whether or not you are aware of it, whether or not you intend it, becomes your life.

Staying aware of what you do every day, even just logging it and seeing where the time goes, can be sobering. Logging has been helpful for my writing. Last year I kept track of what I wrote each day, and though my intention was to write some on the novel everyday, there were too many days when I only wrote Morning Pages (thank goodness for Morning Pages).

The first chapter in Priscilla Long’s book The Writer’s Portable Mentor: A Guide to Art, Craft, and the Writing Life  is called Daily Writing. It begins like this:

Writing every day is the key to becoming a writer. It is the only secret, the only trick. Don’t despise the fifteen-minute write. Don’t despise writing in your journal. Don’t despise writing down your complaints for fifteen minutes before going to work. Any writing counts.

Taking heart from this advice, I am honouring my Morning Pages, the other writing I have done, and recommitting to writing more than Morning Pages every day.

The the discipline of daily practice is good for those with writing goals and for meditators, musicians, fitness enthusiasts, and a host of others whose goals benefit from daily work.

Creating the plan: begin with the end in mind

Another Covey quote

Begin with the end in mind,

has become an operating principle. It’s habit 2 from Seven Habits of Highly Effective People. The first step in creating the plan is creating a more specific and concrete vision of what it will be like when the goal is achieved.

  • How will I feel?
  • How will I celebrate?
  • What will I see, hear or notice?

Goal: First draft of novel 80-100K words completed; excited to begin revisions

As soon as I include how I want to feel I realize that I need to pace myself and build energy toward the end of the process so I’ll be eager to begin revising. This tells me more about how to approach writing the first draft differently. I think I’ve been allowing myself to revise too much along the way. Time to just get it down!

  • When I’ve completed those 80-100K words I feel like I just finished a delicious appetizer and am hungry for the main course of revision.
  • I am going to celebrate with a dinner out and a five-day holiday on work on the novel (to create some space before I begin revising).
  • I see a double-spaced hard copy ready for a first read through beginning to end, and a fresh pad of lined paper ready to take notes. I have a red pen and a yellow highlighter handy and a pad of 3 x 3 sticky notes.I notice how real the novel feels and how much actual space it takes.

I’ve got a big smile on my face just writing this description, so I’ll be ready to dance and shout when it’s really there.

Creating the plan: consider the context

The goal lives in a context of

  • feelings
  • values
  • forces that support achievement
  • forces that oppose achievement
  • the current status of the goal, and
  • other commitments.

If you understand the context you’ll have a better chance of making a plan that will help you achieve your goal.

  • Feelings: I want to feel joy at having brought it to completion and energized by the story being ready for work.
  • Values: I want to complete the first draft having learned more about writing, and I want to have created something of beauty and meaning, something that speaks to my community, something that explores the importance of kindness, and something that demonstrates the importance of presence.
  • Forces that oppose or hinder the goal: self-doubt, lack of focus, not being in the world of the novel enough to stay attuned to it, fear of the dark parts, pushing instead of discovering.
  • Forces that support the goal: life-long desire to write, clarity of the dream that launched the story, daily writing, appropriate breaks, connection to other writers, attunement to my soul’s longing to see it finished, just enough reading about craft and practice, right effort.
  • Current status: 35,000 words of first draft done, approximately 65K to go, 5500 words per month, 1300 week per week.

Breaking it down makes it feels much more manageable. Hey, I might even get it done early. I’ve been working about forty-five minutes a day on the draft so far this year and the time seems to be about right, so I’ll continue. When I tried to go for an hour I gave up early, and when I tried for several hours a day, I didn’t do it at all. I am looking for  my sweet spot, the one that lets me sustain the work.

  • Other commitments on your calendar: For most of us, there will always be other claims on our time and resources.

Before you can make a realistic plan for new goals you need to review current commitments. You will probably have to find things to say no to before you can say yes to the time and resources needed for your new goal.

I start by figuring out how much time I’ve already committed elsewhere: work, family, courses, vacations, and then count the days that are left. For example, in January,for me  7 days were gone right away, along with two evenings, and 20 other hours. I have roughly 166 waking hours to play with in January over 24 days. To allow for unforeseen events, I’ll give myself an hour per day for Sera. I now have 142 hours left. Even though these calculations are fiddly, for me, it’s really helped me understand the urgency behind using that hour each day. It helps me cherish the time.

I need to do enough time calculations to create commitment and a realistic perspective without getting so caught up in the time the issue that I lose sight of the writing. I know that an hour for the book is a Quadrant 2 activity and clearing email is usually Quadrant 3, so at the very least I can learn to do the hour on the book before I tackle email.

Committing to time and keeping an eye on the word count works best for me. I also know I need to build in activity that will nourish the writing, and space for connecting with other writers so I don’t go too far down my own rabbit hole.

Steps for creating a plan:

  1. Review goal statements
  2. Plan your most important goal first; the one that will make the most difference
  3. Review the resources (time, money, network) you will need to achieve the goal
  4. Understand how big rocks, daily practice and a four quadrant approach can be used with this goal
  5. Begin with the end in mind
  6. Consider the context

May you have fun creating your plan; may the process bring you new insights and help you achieve your goals for 2013.

Join the discussion: What kind of planning process works for you?

 

Wishes Like Horses

horses run

There’s an old English proverb:

If wishes were horses, beggars would ride.

That wishes (dreams) are like horses that can carry us forward is something I discovered when I made my first “Wish List” in 1976. I listed things I wanted and noticed that if I put something on the list I ended up with it in my life. Maybe not right away, and maybe not in the form I’d originally asked for, but as long as I continued to wish for it, it came.

The wish list helped me focus my attention on what I wanted so I was on the lookout for opportunity in a way I hadn’t been before. Making the wish helped me clarify what I wanted. Wishing helped move me to action.

I’ve come to see goals as wishes I’ve clarified and developed through review and assessment, and I recalled the proverb as I worked on my review of last year and began to think about what I wanted this year.

I work with Your Best Year Yet by Jinny Ditzler to review my year and set goals for the coming year. Because I’ve used this process for over a decade, I can review past goals to see what’s constant and what arises and flows through. I reread parts of the book each year because it deepens my understanding of the questions and puts the whole review process in a positive framework.

Questions I use from Your Best Year Yet:

  • What did I accomplish?
  • What were my biggest disappointments?
  • What have I learned?
  • How do I limit myself?
  • In what areas am I not achieving what I want?
  • What do I say about myself to explain these failures?
  • What new paradigm statement will support movement toward the life I want?
  • What are my core values?
  • What are 6 to 8 key roles?
  • What role do I choose for my major focus for the coming year?

In an earlier post I wrote about a simple year-end review process that uses just three questions:

  • What worked?
  • What didn’t?
  • What would I change?

Once the review process is complete Best Year Yet asks you to consider:

  • What are my top goals for each role?
  • Choosing from the goals you outlined for roles, what are my top 10 goals for the year?

Rather than focusing on roles, Danielle LaPorte looks at life areas:

  • Life-Livelihood
  • Health
  • Creativity
  • Relationships
  • Spirit

This year I drafted goals for both roles and areas before I began to choose my top goals for this year. For example, even though accomplishments/disappointments and what worked/what didn’t work are similar, I find the answers different so I answered both sets of questions.

Other Influences on my process this year:

Morning Pages

Since I began doing daily morning pages in 2010, my old journal practice changed and became more sporadic; most of what I was journalling about ended up in Morning Pages.

Journal

I’d done some journal entries early last year and switched to a weekly format, but stopped in February. When I began to review the year I found I wanted to complete monthly entries for March through December before I did my review of the year and set goals. I used my agenda, referring to Morning Pages where needed, and did a “highlights” of the week entry that included photos, ticket stubs, program notes and books that were influencing me.

This took longer than I expected, but was a satisfying exercise.

Danielle LaPorte

Danielle’s rethink of the whole goal setting process in her new Desire Map program took me in a new direction. I haven’t purchased the program yet, but the information she has shared on her blog and in interviews has been helpful already. Danielle realized that connecting with how she wanted to feel moved her more than goals. She found that her Core Desired Feelings were a truer compass than the goals; that accomplishing the goals were not true endpoints. The Core Desired Feelings (CDFs) were what she truly wanted.

I reflected on this as I made my way through my weekly journal summaries and decided I wanted to include Core Desired Feelings as part of my process.

My Core Desired Feelings:

  • Loving
  • Loved
  • Creative
  • Able
  • Present

This made me ask, what activities and conditions give rise to my core desired feelings?

 How many goals are workable?

When I think about how many goals I can commit to each year I take into account how things went the previous year (what took more time and/or more effort than anticipated), and see if there are there still “live” items from last year.

In September I wrote about finding power for a strong finish in relation to achieving your goals for the year. There were four out of nine goals that I hadn’t yet achieved. They were:

  • Completing Story is a State of Mind Sarah Selecky’s writing course
  • Completing the first draft of my novel
  • Publishing an article or story
  • Restarting my exercise routine

I wasn’t able to complete them in 2012. Two of them I can simply transfer to my 2013 list: complete the first draft of the novel and complete Story is a State of Mind.The other two I will revise: discover how to share my fiction, poetry and essays and maintain my exercise routine.

I like Danielle’s five areas because, for me, they are bigger than the role-based approach. Often my role-related goals spring from “should-dos” rather than being more deeply connected to what my soul is calling me to do. It’s also easier for me to keep the list manageable.

When I began doing regular yearly goal setting I did a Top Ten list, but now I tend to work with five to eight goals. It’s finding the balance between challenging and overwhelming, between stretch and stasis. Which goals, if accomplished, will make a real difference to you? Try those even if there are only three or four.

As I wrote this I realized that this post reflects my creative process. I like lots of things to sort through. I am intrigued by the complex but love essence. I start with more and distill to essence. As I choose what to keep and what to discard I learn more about myself. This messy approach may not work for you;, but in case you love more information, I’ve included links to some of the blogs that I’ve found interesting that discussed this whole end-of-year review and intention setting cycle.

Meadow DeVor 13Things for 2013 (an anti-New Year’s resolutions list)

Jennifer Loudon Urges us to take all of January to reflect and develop our intentions for the year.

Lissa Rankin uses two posts to take us through the past year, looking at what worked in part one, and what didn’t in part two

Chris Gullibeau uses several posts each year to do a review of the year. The first is an overview (more what worked, what didn’t) and the second looks forward

May you be inspired to find the wishes that are horses you can ride to your most successful year. Blessings for the journey.

Join the discussion: How do you set goals, if you do? How do you work without goals, if you don’t set them?

 

De-clutter Your Online Information

Do you live in an information jungle?

Do you have virtual (or real) piles of files and emails?

Is your favourites list hundreds of websites long?

Do you organize emails, documents and website favourites differently?

There’s hope, but it requires resolve and a system.

Before you start, review current work, objectives and your mission/purpose and values.

The overarching question for sorting:

Why do I need this?

How does this email, document, or website relate to your work/purpose/values/life?

If you aren’t going to use it in the next 6 months, toss it. By the time you get around to using it everything will be different.

Discard as much as you can. Your discard muscles will grow stronger with practice.

Step 1: Look at your current folders

Keep main folders/headings to about 20 (one screen length).

Some folders may become sub-folders with the right heading.

Example: Use Colleagues, Family, Friends, as sub-folders under the main folder People. Add folders for individuals in the appropriate sub-folder.

Once you’ve whittled your folders down, look again to make sure everything is current. Discard old material.

Ideally, your 20 folders can be main folders for emails, favourites, and documents; use the same file scheme in each area.

Once your folders are ready for action you can move on to

Step 2: Sort emails, websites, documents into your 20 major folders and sub-folders

When something doesn’t fit in a major folder, or an existing sub-folder, create a 2nd sort folder and put it there for now.

As you sort, watch for new themes or ideas.

Once you’ve gone through your folders you should have everything either in an existing folder, sub-folder, or in the 2nd sort folder.

Review themes. Could some themes be sub-folders for existing main folders?

Hint: Once you have more than 20 items in a folder, you may need a sub-folder to keep filing and access easy.

If you still have items with no home in the 2nd sort folder, rename it 3rd sort folder and move to

Step 3: The 3rd sort folder (this one requires the most thought)

Take another look at your main folders and sub-folders. If there is no home for the item, ask yourself again why you need it. If despite everything you just feel like you want to hold onto it consider a “Likes” or “Investigate” folder or sub-folder and file it there so you can review it again later.

Try really hard to keep it to 20 main folders, with no more than 20 sub-folders under each. It will be much faster and easier to remember and use. Once you blow past 20 it’s just harder and takes more time to use.

You might need a break if you have been working through the first steps in one time block. Give perspective a chance to return.

Once you’ve finished disposing of your 3rd sort folder you are ready for

Step 4: Scheduling your next de-cluttering session

Keeping the flood of information moving smoothly is a challenge. We accumulate much more information and it decays much faster than it used to just a few years ago. Regular information de-cluttering can help you stay current, be more productive, feel less overwhelmed, and become more sensitive to trends.

Want more? Here’s a favourite post from Leo Babauta’s Zen Habits blog with 72 Ideas to Simplify Your Life to take the whole process further.

Join the discussion: What do you do to keep the information flood in check? How do you organize it? When do you discard? What kinds of information or sources seem “evergreen” What’s your biggest de-cluttering/simplifying issue?

 

Finding Power for a Strong Finish

New paper, pens and books, and a fresh start every year for more than two decades means September brings me a rush of energy and a feeling of excitement even though I am no longer in school. My curiosity is strong and I can’t wait to see what’s coming, to meet old friends and discover new ones. The beauty of this, now that I work on a different schedule, one more oriented to the calendar year, is it gives me a boost of energy to finish projects, reach goals, and tackle year-end challenges.

Making this Time Matter

Each year I set eight to ten goals for the year; they’re the dreams I’ve committed to realizing. Each quarter I review progress. Now I am a month away from my third quarter review. So far I am doing pretty well with five out of the nine goals for the year, but I know I am going to have to bring more focus and energy to the four that I haven’t made much progress on if I am going to achieve them this year.

Goal Review Checklist

Before I revision my plan for the last four months of the year I use this list to ensure I’ll use my time and energy wisely.

  • Is this still an important goal for this year?
  • Do I have the resources I need to complete it? (time, tools, information, network)
  • Do I need to modify it in some way based on activity so far this year?
  • What impact will completing this goal have on other goals; on my purpose?
  • What values will the work to complete this goal cultivate?
  • If I haven’t started, why not?
  • What are the obstacles? How can I remove or minimize them?
  • What are the supports? How can I leverage them?

September’s Back to School Energy

Before we went back to school we gathered supplies, shifted from summer’s more casual clothes, savoured our last days of freedom, and geared up for challenge and changes ahead. Prepare for the last third of the year with the same sense of occasion:

  • Pull together what you’ll need to finish
  • Find an everyday symbol of rededication to the goal
  • Give yourself some time to savour what you have right now; let it nourish and refresh you
  • Signal a fresh start
  • Pace yourself for a strong finish by the end of the year

Publish Your 2012 Goals

Here are the four goals I need to focus on to finish 2012 with a ticker-tape parade:

  • Complete Story Is a State of Mind, Sarah Selecky’s great online short story course. Find out more here: http://www.storyisastateofmind.com
  • Restart my exercise routine
  • Complete the first draft of my novel
  • Publish an article or story

Okay, over to you. Where do you find extra power to help you finish? What do you want to accomplish before January 1, 2013? Letting folks know what you are working on can provide more motivation and accountability.

Join the discussion: Let us know your power-finish tips, and your goals. Give us updates on your progress here.

 

Value-Based Leadership: Making the Invisible, Visible

You teach company values during orientation and when providing performance reviews, and the marketing department has given you a set of value posters for your office wall, but do you know how to make them come alive in your own life? If you don’t, it’s going to be an uphill run to help others in the organization bring values to their operations.

Values are part of the invisible world that creates worth for stakeholders. The clearer they are and the more you work with them, the easier it gets to measure their impact and see them embodied in day-to-day activity.

10 ways to move a value off the office wall and into your life.

  • Reflect on what the value means to you in writing.
  • Identify someone who you feel embodies the value in their day-to-day work and talk with them about this.
  • Identify someone in your industry or field that embodies the value. Interview them about this and develop an article.
  • Describe what happens when the value isn’t present.
  • Identify actions which embody the value, and discover how you could add them to your work day.
  • Keep a values journal and note when you experience the value. Describe the situation, what happened, any action you took, and how you felt.
  • Once you’ve made progress with bringing the value to life, talk to five people who you work with, explain you’ve been working on the value, and ask them for feedback about your connection with/embodiment of the value.
  • Ask someone who you feel really understands the value to mentor you on embodying it.
  • Identify a situation that needs more of the value, check to see if those in the situation agree, and then work with them to develop it.
  • Write an article on the value or ask to speak about it at a meeting.

If you begin by increasing your own awareness of the value, and then work to put it into action, you provide leadership, and become a model that makes the invisible, visible.

Join the conversation: How have you gone about embodying a value? What practices have helped you bring from the invisible to the visible world?

Exploring Values

 

About three years ago when I started consulting and did a website, I finally got around to declaring my own values: Learning, Kindness, Beauty and Integrity. Before then I’d been immersed in my company’s values. I thought I knew what I meant by integrity, but after awhile I felt what I meant was authenticity, which seemed to include integrity. Then I struggled a bit with understanding “authenticity”. What did it mean when I said I wanted to be authentic?

Authentic: being honest (having integrity), being transparent, not posing or pretending to be something I am not.

I worked on raising my awareness of how authentic my responses were.

As a girl I pretended to be something besides myself a lot: a princess, a pirate, a wagon train scout, star-ship empath, Sheena of the Jungle, a detective, and that’s only a partial list. After trying all the roles on offer from TV, movies and books, when I went to college I switched to imagining myself in a professional role: writer, journalist, teacher, actor, director, shopkeeper, professor. I have an active imagination.

Inside, Outside

Still, it took me a long time to find myself in a career. Once some kind of work was there and money was coming in, I discovered there was often a gap between how my family, my friends and colleagues saw me, and how I felt inside.

I first framed the challenge as being able to be the same person in every role, but that didn’t work because it wasn’t realistic. I wasn’t exactly the same person in each role with only the activity changing. Different activities brought out different aspects, and this seemed appropriate.

When I learned to meditate, authenticity became, just sitting, just breathing, just being aware. This definition created congruence between my feelings and awareness, but didn’t help me much when I wasn’t on my cushion, at least at first.

When I put something on my values list it means I want to cultivate it, understand it better, and I want to see it reflected in my work.

So when I put authenticity on the list it meant that when I talked with you I wanted to be with you, listening to what you were saying at that moment. I wanted to be able to own my feelings and claim them. I wanted to be willing to disclose them, to be more transparent, so you would have the chance to get to know me.

Increasing awareness brings a deeper dive

As I investigated when I was being authentic and when I wasn’t, I realized that even more than being authentic I wanted to cultivate Presence.

Presence means being able to bring all of myself to the present moment and being able to respond as needed.

That’s why this year I changed one of my four core values from integrity to presence. Presence, as it develops, has a definite energy field. You can’t have presence without authenticity; sometimes you can be authentic without presence. Presence is what I am exploring now.

Increasing my awareness of presence has drawn the value of community back into my list as a new appreciation of inter-dependency has grown.

Join the conversation: How would you define integrity, authenticity, presence, and community? What happens when you explore how your values play out in your life? Any tips for exploring values?