Have a plan and work your plan
“Have a plan and work your plan.” I first heard those words from a manager at Merrill Lynch in 1996. Following that advice, I stayed in the investment services game for three years, beating the statistic that there is an 80% failure rate in the first two years. Continuing to follow that advice, I moved out of the financial services game after three years to pursue my life’s work as an executive coach and kung fu teacher. “My plan” was never to spend my life in the investment services industry, but it was a great place to learn, grow, and develop for a few years.
I’ve learned over time that there are many ways to plan for the use of our time and many ways to go about working the plan. Time blocking has always worked best for me. I block time for a category of activities like handling admin or making sales calls and then, during that time block, I only do those activities. At least that’s the plan.
But, how much time do I put in each block? The answer: It depends. It depends on the overall needs of my business and, to a certain extent, on what I feel particularly inspired to do. There has to be an element of discipline involved or it’s just impulse power driving the ship. Putting at least a small chunk of time into the activities I’m not inspired to deal with keeps me moving in the right direction and connected to those projects I’d rather avoid completely.
Today’s time blocking model: I have my concept of an ideal day and I’m cycling through those blocks in 20 minute chunks. Here’s the list: Early Training, Writing, Garage/Clutter Clearing, Language (studying Mandarin), Admin, Coaching, Midday Training, Lunch/Nap, Sales Follow Up, Reading, Marketing, Teaching Kung Fu, and Family Time. That’s a lot of activities in the course of the day, but that’s what I need to stay in balance RIGHT NOW. It’s not a perfect 20-minute-per-activity cycle, but most of it can work pretty well on that plan. I could just as easily give an hour to this, 20 minutes to that, and two hours to another thing, but I just didn’t feel like being that crafty with the plan of the day today.
The important thing is to be in motion, knocking down high reward activities throughout the day rather than chasing down barking dogs. Barking dogs are what I call all the time stealers like constant email conversations, excessive video games, and surfing to the end of the internet and back. Have you noticed how many time thieves are disguised as technological advancements today? I’ll admit that I love them all. I just try to manage how much and how often I partake of the bits and bytes of techno-fun on my way to handling substantial activities in the world.
That’s it for this blog entry… My 20 minutes of writing time just expired. Go forth and do great things!
Published: June 14, 2011
Categories: Critical Fundamentals, Practicing
Tags: coaching, financial advisors, personal excellence, productivity