Roles: a Weekly Planning Example
Monday morning is weekly planning time. This Monday morning also happens to be post-vacation and I’ve every intention of riding this relaxed feeling as long as possible. Happily, it gave me a refreshed perspective of scheduling using Roles.
Part of the relaxed feeling is from not being overwhelmed by daily details, from not feeling the weight of the never ending ToDo list. With this awareness, I want my week to be productive in moving me closer to my Goals. Goals, not the Todo list, are my benchmarks for the week. The day to day stuff will fill in the space between Goals.
To do planning time “right” requires quiet, relaxed time. This allows priorities to float up to the forefront and allows for easy designation of A & B priorities.
Planning time began spontaneously this morning, smoothly following my dream and spontaneous writing session. It flowed so smoothly, I didn’t call on my Roles to proceed. Several items were quickly jotted down on the list for the week. With satisfaction, I thought how easy it was. But on second read through, I realized that the list was almost exclusively business oriented.
One of the gifts of vacation is the reminder of a balanced life. Do I want to focus on my business to the exclusion of the other things in my life? No! What else should I include?
Ah-ha, I thought. I already have my reference points–my Roles! As I recalled my other Roles, a few more items popped onto the list for the week. And then a few more…. oops, my list of goals for the week was turning into a ToDo list. Halt right there! What’s missing? My Vision.
This is why being calm is so important for planning time. How can I recall and feel my Vision with a racing, multi-tasking mind? Deep breath, slow down, close the eyes… What does my ideal life look like? Feel like? What do I want for myself? (I know that my Perfect life is best for me and the world.) Once connected to this Vision, only then do I review Roles and allow Goals for the week to emerge.
Over time, the Roles become mere reminders to touch on all of the important aspects of your life. Once you automatically begin your weekly (or monthly or annual) planning sessions by recalling your Vision, it becomes ever easier to identify Goals in all (rather than 1 or 2) of the important areas of your life.
