5 Self reflection questions for an end of the year review session
5 Self reflection questions for an end of the year review session
We 21st-century humans move through life at such a high speed, whether it feels fast in the moment or not, we often miss what’s right in front of us.
As a time coach, reflecting is the key to intentionality, healing, growth, progress, and success.
Self-reflection or introspection helps you acknowledge what you did, who you were, and what went right.
It can also help you determine what can go better moving forward. Better meaning more authentic or aligned. Not better according to society or guilt.
Want to feel more aware of how you spent your time?
Want to more easily celebrate yourself? Feel more compassion, motivation, and confidence?
Grab a pen and paper or open a fresh google doc to reflect on your last year with me!
Before continuing, PAUSE!
Before we pause and reflect, let’s get super meta and pause to take a few big deep breaths.
Feel free to close your eyes, put your hands on your heart for a gesture of self-compassion, and take three big deep breaths.
Open your eyes, when you’re ready, and we'll go ahead and get started.
5 Self-reflection questions for an end-of-year review session
Q1: What happened in your life and business?
The first question that I always need to journal or think about to decompress from the past year was: What happened in my life? What happened in my business or job?
Here’s what happened in my life and business and what I learned in 2022.
Pause reading this blog, and take some time to journal about this question. I’d recommend 10 to 15 minutes. Feel free to open up your digital calendar or planners to help jog your memory.
Q2: What happened in the world around you?
The second question is: What happened in the world around me?
So not just in your personal life, but expanding out to what happened in your community and the world.
In 2022, we seem to be recovering from COVID, wars and revolutions broke out, elections were had, and so much more. I often forget about how current events in the world impact me and add internalized stress and anxiety.
Feel free to take another 10 to 15 minutes to jot down all the things that happened in the world around you that you can think of.
Q3: What goals did you accomplish? Not accomplish?
The third question is: What were the goals that I set at the beginning of the year? Which of them happened, and which didn’t?
If you want to go deeper, ask yourself why you think that was the case. For the goals that happened, what supported you in accomplishing them? For the ones that didn’t happen, how can you give yourself permission to let go of them?
If you need help letting it go, go back to the last question, what happened in the world around you? What happened in your life? Hopefully, those two questions will give you a bit of permission or compassion around why they didn't come to fruition.
Pause reading and journal about that connecting to the last two questions and truly start to see kind of how all these things that impact our time, ourselves, and our lives start to fit together.
Q4: What have you learned over the past year?
The next question that I always love to reflect on is: What significant lessons can I gather from the last year of my life? Some additional questions are:
What have I learned from all the things that have happened?
What did I learn about what makes me successful?
Then, ask yourself: How might I carry these lessons with me into the new year?
Again, pause reading here to take some time to journal about your takeaways now.
Q5: How can you celebrate yourself and your efforts?
The fifth and final question is: How can I celebrate myself and my efforts?
If you're here reading this and reflecting on your last year, that is enough to celebrate. I’m celebrating you reflecting and reviewing the past year because it’s 100% going to set you up for success.
A simple and easy way to celebrate yourself is through self-talk. You can say to yourself, “Thank you for making it through another year. Thank you for reflecting. Thank you for caring about me. Thank you!!!”
Another question you can ask yourself is: What do I need to do to make sure I actually celebrate myself?
It’s really easy for people to move right past celebrating themselves. This is the most important part of the end-of-year review session. You deserve celebration and acknowledgment!
Ok, I lied. Q6: Where would you like to be in a year from now?
With your above reflections and this question, it’s time to create a plan for 2023 that is sustainable, realistic, and most importantly authentic to you.
Want to end 2023 knowing that you made the best use of your time, energy, and attention?
Want to be able to take more time off to rest and take care of yourself than ever before? Or discover the strategies that will help you stay focused on and follow through with what matters most in your life?
Whatever it is, I'm here for it.
Click here to learn how time coaching can support you as you thrive into the next phase of your life.
A timeline of my life: Why I became a holistic time management coach
My ancestry and how I grew up deeply impacted me & my time.
The legacy my immigrant entrepreneur family left me wasn’t just a strong work ethic. In my family, there was also workaholism, alcoholism, and perfectionism.
My worth was so tied up in my achievements, in 2013, I finished a college term paper from my hospital bed, sick with a deadly intestinal infection (the same one that kills 30,000 Americans every year and would kill my Holocaust-surviving grandfather two years later) because under no condition could I settle for anything less than an A.
My illness and four miserable months of recovery didn’t cure me of my addiction to hustle and achievement.
After college, in 2017, I got a prestigious engineering job working for the US government, just like my grandparents.
But that time did open a crack in the matrix where a tiny, unexpected seed of another way could silently germinate beneath the ongoing chaos.
First I got into yoga, meditation, reiki, and other healing modalities, and then I started my own business teaching yoga.
I continued to go above and beyond for my work and my beloved to-do list and I said yes to everything that promised to maximize my efficiency.
I passed on hanging out with my friends.
I got annoyed with my husband when he tried to hug me because I needed to get shit done.
I injured myself doing yoga trying to relax.
If only I could be more efficient, I thought, I could catch up with everything I had to do, and THEN I could breathe and enjoy some time off. Right…?
Except I was unhealthy and unhappy and I knew what I was doing wasn’t working.
That seed of awareness had germinated, taken root, and was beginning to sprout.
Me hustling for time off was like that bombing for peace saying. It just wasn’t possible.
There was never going to be space for that new life, for the how of making real, lasting change until I let go of what was draining the life out of me.
One day at a time, over the course of years, I healed what fed the hustle and feelings of unworthiness.
I simplified my life and business and gave that sprout what it needed to grow. And grow. And grow…
It took time but my priorities slowly shifted away from proving my worth by some toxic, external definition of success to an internal one of a simple, authentic human experience.
From a tiny seed in a tiny crack, real change began and ultimately led to my work as a Holistic Time Coach and Educator in 2020.
Time is the most precious resource we have. Capitalism and other oppressive systems exploit all of our time and lives in unequal ways.
Traditional time hacks and management systems are built to work with these systems. They are not the cure for our real time-related problems because they’re not designed to help us lead a more fulfilling, more human life.
They’re designed to make us a more productive commodity in the labor force.
Healing individual and collective time wounds is cultural and intergenerational healing.
I'm still on my journey, peeling back the layers of overdoing in order to reclaim the agency I do have over my time and life within the systems we live in.
My thoughts to those of you who’ve cracked open the matrix but don’t yet know the how?
Breathe.
Continue to breathe space into that crack, even when you feel like you should be doing something “more.”
Know that you are worthy not only of your goals, but also of your dreams and the boundaries, priorities, and self-care that will help you realize them.
Then exhale.
Release the hustle, chaos, and control.
Let go of toxic productivity and achievement-based worth that’s been force-fed to us our entire lives.
Working with me is not just about managing time better (though we definitely declutter your calendar and get realistic about your capacity).
It’s about real change.
And real change requires more than a crack in the matrix, more than quick-fix hacks and bandaid tools on deeper wounds.
This is about believing you, just as you are, are worthy of a life well lived, whatever that looks like to you.
All of the clarity, skills, and steps required to create the fulfilling life you desire emerge from here.
If you’re ready to get real about your calendar and your healing, let’s revolutionize your relationship with time and yourself so the life you want–and deserve!–can flourish.
Learn more about working with me.
Time management coaches are more important now than ever before: Here’s why
Life is beautiful and fragile.
Being human is amazing and challenging.
Staying true to ourselves is essential for living each of our one lifetimes with the most fulfillment, happiness, and health.
It's easier than ever before in our world to become consumed by all of our to-do lists, distracted by what other people are doing, and lose touch with ourselves.
A holistic time management coach is someone you can hire to make your life so much easier by supporting you with making time for, staying focused on, and being present with the things that matter most to you.
If you’ve been wondering what you can do to make more of your time and life, continue reading to find out why a time management coach is more important than ever before.
Time management coaches: An antidote to the state of the world
We’ve been living in an increasingly demanding and uncertain world that moves and evolves faster every single day.
American psychiatrist Edward Hallowell goes so far as to say, ‘Never in human history have our brains had to work with so much information as they do today… We have a generation of people who are so busy processing the information received from all directions that they are losing the ability to think and feel.’
Our societies are fighting against a global pandemic, the attention economy, burnout, overworking, addiction, individual and collective trauma, and so much more.
54% Gen Xers are burned out, whereas 68% of working moms are burned out (source).
As a result of the pandemic, it appears to me that we are collectively rethinking many things… one of which is the way we work and live.
I believe that’s why 47.4 million people have voluntarily left their jobs for better work (CNBC).
We are after more flexible working conditions, better wages, and a better quality of life overall.
More than ever, we have tuned into the fact that we have this one human life to make the most of.
And I don’t know about you, but I want an extraordinary one full of connection, purpose, impact, and meaning.
A time management coach is here to partner up with you to make the most out of your life.
Not your average time management coach
When the majority of people think about time management, being a productive superhuman at work and sometimes, at home, comes to mind.
I get tired just thinking about the way I used to think about time management.
However, here at The Holistic Time Coach, we’re about shifting our perception around time management.
Time is the fabric of life, and our humanness.
Time is the medium for meeting our needs.
Consciously choosing to spend our time is the most important thing we can ever do.
Time management, the kind that’s not just about being more productive at work, is about being a good steward of our life force.
Collaborating with time allows us to do all the things that are deeply meaningful to us and be the person we want to be.
The extraordinary life we crave goes from a distant wish to a real possibility.
Saying goodbye to getting consumed by all the to-do’s, distracted by what other people are doing, and losing touch with ourselves becomes possible too.
A holistic time management coach is someone you can hire to make your life so much easier by supporting you with making time for, staying focused on, and being present with the things that matter most to you.
How does a time management coach actually do that?
As a holistic time management coach, my role has 3 main elements. In order for someone to create and experience an extraordinary life on their terms, I assist someone in:
Playing in the possibilities to identify how and where they truly want to spend their time.
Discovering the unique skills and tools they need in order to spend their time how they want.
Integrating those skills until they become second nature with gentle support and accountability.
Want more details on what I actually do as a holistic time management coach? Click here.
Have you thought about what’s possible for you if you were able to stay focused on what matters most? If you were able to spend the majority of your time doing the things you want to do?
Let me know in the comments below!
Curious about what was possible for the folks I’ve worked with?
Click here to read from the amazing humans, entrepreneurs, and professionals I’ve worked with have said about working with me.
Themed Days: A surprisingly powerful way to make time to create
If you’re here, you’ve most likely got big dreams, a big heart, and somehow… never enough time to create the things you want to create.
Whether it’s writing, art, bringing new offerings into the world, or anything else that brings you joy.
Now if you’re a creative soul, traditional time management advice isn’t usually your cup of tea. For good reason, most of it feels shame-y and icky.
However, when used in a curious and compassionate way, I’ve seen the most anti-structure folks find a way forward that works for them and helps them do the things they’ve been trying to do for years.
If you’ve been struggling with never having enough time to create, themed days are here to help you make the most of your day.
Keep reading to learn more.
Why is finding creative time such a challenge?
Bills! Survival Mode! Valuing working/doing over creating! Self-sabotage! Limited capacity! Feeling undeserving of creative time! Etc! Etc! Etc!
There are so many reasons why finding time to create such a challenge, and so many things fighting for our precious time and energy. Know you’re not alone in this.
If you wear tons of different hats, finding a way to collaborate with time is extremely important. And themed days are a surprisingly powerful way to heal what might be keeping you from creating and finally, create.
Who might benefit the most from using themed days?
If you…
Never have enough time to create/make things for any reason. Often because you seem to always do other things.
Struggle with the “time is up” phenomenon (you feel inspired one day and would like to spend more time on something. Yet the schedule you’d made tells you that time is up and you need to move to your next time slot. UGH, the worst!)
Want to be more space + flowy + intuitive with your scheduling. Click here to read about why intuition is so important when it comes to your schedule.
Want to make easier or faster progress on a project you care about.
Find yourself multi-tasking or getting distracted more than you’d like to.
Struggling with being consistent and/or self-disciplined.
Resonate with any of these? Then themed days might be a good next thing to experiment with!
What are themed days?
As defined by Leonard Alexandru, themed days are about “Having each day of the week (or the work-week) dedicated to a certain topic or project.”
Blaz Kos shares, “Themed days are strategically planned days in your calendar which are completely dedicated to one single thing.”
I wanted to share both of those definitions as they might be helpful for your understanding. However, I’m a rebellious, creative, spiritual soul language is really important to me. How things are said makes a huge difference in being able to buy into and effectively use tools and strategies.
That being said, I would define themed days as, “Regular scared containers of time dedicated to deeply important things.”
Is language important to you too? Do you have a different definition? I’d love to hear it in the comments below.
How to create themed days that feel good to you
Identify the things that are deeply important to you (see definition of themed days above).
Open your calendar or the thing you use to visualize your time. See what time you have or can make available.*
If you don’t have something, pick someplace you’re going to use to visualize your time (I use my google calendar for everything!)
Pick a set amount of time (half-day, day, etc.) that you can turn into a sacred container.
Pair the important things with the sacred container, and that’s your theme!
After you’ve set up a themed day, you can get more granular and turn that time into smaller blocks of time connected to specific things you’d like to do.
Ask yourself what you need to have in place or do to commit to your sacred container.
This can range from communicating boundaries with others, changing your availability in your scheduling system, or sitting with it until the theme feels right to you.
These steps might feel simple, but they are profound when integrated. When themed days are properly set up, following them feels natural and 10x easier to do.
*A solid foundation for themed days is knowing your capacity, availability, and responsibilities and having a home for them. Again, I use a weekly schedule template in my google calendar to holistically capture all of this.
How I’ve historically used themed days in my life
When I was starting out with my business, I was also an engineer working 5 days a week. I themed out 3 hours each day of the week for all of the things I needed to do to grow my business.
Monday’s were CEO days (planning, reviewing, mindset, strategy).
Tuesdays were building days (develop offerings).
Wednesdays were writing content days.
Thursdays were grow days (networking, talking to people, etc.)
Fridays were bonus days to do anything I didn’t get to.
Now, my themed days have simplified a bit and have gotten more intuitive:
Monday’s are to create whatever I want to create.
Tuesday - Thursday are call-focused days (clients, networking, podcasting, etc.)
The rest of my time is off/unscheduled.
Watch out for these common themed day pitfalls
1. Automatically assuming themed days won’t work for you.
Of course, never try to force things on you if they don’t feel right. However, when we immediately think about why something won’t work for us, we won’t see what parts might work for us. Ultimately this keeps up stuck.
2. Not experimenting with your themes until you find what feels good.
Themes (aka what’s most important to us) are always evolving and changing. Try not to expect them to perfectly work at first, or forever.
3. Not being flexible in real-time.
Things come up in life and they change things. This is expected, and it doesn’t mean you or your themed days suck. You are completely in control of your themes, sacred containers, and time.
4. Overdoing it.
It can be really easy to overdo planning in an attempt to feel safe and keep uncertainty at bay. If you create many different themed days before integrating even one, it will most likely feel overwhelming and you’ll want to scrap it all.
Give yourself permission to get creative with time strategies!
Themed days are one of those things that can be used rigidly, ineffectively, and shame-y. They can also be used in a powerful, creative, and spiritual way.
When themed days are used with curiosity and compassion, I’ve seen even the most anti-structure folks find a way forward that works for them and helps them do the things they’ve been trying to do for years. You can too!
Want to set up themed days that’ll WORK (no messin’ around)? Read more about my Sustainable Schedule VIP Day.
Calendly Free Plan: How to set availability that respects your boundaries
When you are starting or growing a service-based business people need to book a session with you.
If you don't have a scheduling system set up, you need one ASAP. (See below to be convinced!)
More importantly than just having an appointment scheduler, knowing how much and when to work is huge!
Your availability is key to sustainably and successfully running and growing your business without burning out.
Imagine how much easier your life would be if you knew exactly how many hours you could take calls and could simply send people a link to book a call that works for them.
That’s why free appointment schedulers, like Calendly, were created.
In this blog, I'm going to step you through how to set your availability that respects your boundaries allowing you to run your business with more ease AND energy.
Why using a free appointment scheduler (Like Calendly) is so amazing?
When you use the Calendly free plan, you no longer have to go back and forth with folks on finding a time that works for both of you. It automatically converts time zones for both of you. Events will automatically be put into your calendar and send reminders to the person who’s signed up.
If you want to take all the decisions and guesswork out of this super-important piece of your business, saving your time and energy for the call itself, set up a free appointment scheduler ASAP.
A Calendly free plan is here to help you simplify and stay true to your boundaries. If you’re still on the fence about Calendly, Calendar.com has this really amazing and comprehensive guide and tutorial.
Once you’ve set up your free plan account (if you didn’t have it already), it’s time to dig into the real topic here. Your availability!
Why knowing your availability is so important
Your availability is a resource to protect and be a good steward of. Knowing when you work and being able to easily communicate your availability is so important. It allows you to…
Show up confident and on top of things with clients, partners, networking calls, and anyone else you might meet up with.
Allows you to join in other events and continuing education programs, knowing you can actually do it without stress and overwhelm.
Know and utilize other days in the week to rest and work on your business.
Show up for the calls you do have more energized and present… usually leading to better transformation, connection, and success for both parties.
Avoid scheduling conflicts.
Determine your pricing for your offers more effectively and realistically.
In summary, it allows you to sustainably and successfully run and grow your business without burning out.
Speaking of, burnout. Check out this major burnout red flag!
Don’t let this be you! (If this is you, no shame. I’ve been there, and I think everyone has at some point. I got you. Keep reading)
What goes into determining your availability?
So many things. Your availability is essentially the same as determining your capacity. If success, sustainability, and enjoying your life are important to you… it’s a non-negotiable to take into account these things below:
How many hours you WANT to work
Your hourly rate (directly calculated from hours you want to work)
Physical health: How much physical energy you typically have and how much energy calls take.
Mental health: How much mental energy you have and how much calls take.
External circumstances like kids, a partner, and other responsibilities.
Time zones for both you and your clientele.
Holidays/special days off/etc.
Once you have all this information laid out for you, you can determine your availability.
I’m a super visual person so before adding anything to Calendly, I like to set it up in my google calendar. I use a holistic and custom-made weekly template to show my availability.
Now set your availability in Calendly!
Log in (Sign up if you haven’t used it before)
Toggle over to availability. Make sure you have one availability called “working hours” and all your events are linked to it.
Add in your availability (I like to see it in list view.)
Double-check that your events use your working hours.
BONUS: In your events, you can add buffers to events so you won’t have back-to-back calls to recoup your energy and take a short break.
Don’t forget to keep your availability up to date when circumstances change in your life.
And that’s all you need to do to set up your availability in Calendly!
Did you know I can support you in holistically determining your availability for sustainable success?
Click here to read more about and book a Sustainable Schedule VIP Day.
Partner Works Too Much? Why & What To Do About It
My partner means so much to me. We just celebrated four years (watch this short montage reel I created!) of marriage and it still feels like we’re in the honeymoon phase most days.
I credit much of the strength of our relationship to the healing and growth work I’ve done around time, worth, and success.
Why?
Simply put, time is your life. Time is your presence. And it’s how you show love.
Before I started healing my own misunderstandings around time... I spend most of it working. Not just on my “work-work”. I was always going and doing things.
Without checking everything off my to-do list and successfully achieving all my goals, I didn’t feel deserving of love or partnership.
Where did this leave me? Us?
While I cherished my relationship, it was suffering because of my inability to be with him. I rarely sat still long enough to form a real and deep connection with myself, let alone my partner.
Cue all the frustration, resentment, and guilt.
I created this blog for those of us craving more presence with our partners, our kids, our family members, or even ourselves. Keep reading for an inside look at making time for loved ones, because it is possible to have time for everything that’s important to you. And holistic time management can help get you there.
How do you know if you or your partner works too much?
These are the signs that I personally experience, and my clients’ experience, when we’re not making time for our loved ones.
Frustration, resentment, and/or guilt towards self or partner.
Feeling physically, mentally, or emotionally disconnected from your partner.
Never having time to cook and enjoy meals together.
Feeling unbalanced in domestic duties.
Struggling to not talk about work when you aren’t working.
Any successes you do have feel empty.
Think of something else I haven’t included in the list above? Feel free to share your unique experience in the comments below - who knows, others might be in the same spot.
Why is it so difficult to make time for our partners? We love them!
If your partner works too much or you find it difficult to make time for your partner... You are not alone.
As a time coach, an extremely common goal of my clients is to have more time for their loved ones. They want to know, “why is it so hard to make time for the people I love?”
Often it’s not about a lack of love. It’s because we’ve been taught to place more value on work, money (especially if we’re in survival mode), and success.
Many people label time with loved ones as rest, time off, and/or self-care. As we know, those are some of the most challenging things to actually have time for. We have to flip this inherent prioritization in order to reclaim our time.
If you’re a business owner, this feeling can compound even more. Our businesses feel like our babies in a way, taking time away from them feels impossible. Businesses that are passion-led and mission-based are deeply connected to our purpose.
Want to read more about the truth about the difficulty of taking time off? Click here.
What to do if you or your partner works too much?
The answer to this is a complex one. Because you and your relationships are unique, giving tips and advice doesn’t feel all that useful here.
The best thing I can offer are these three coaching questions:
Is making time for your loved one important to you?
If so, why? What will happen in your life if you make more time for them?
What is ONE small thing you can implement today to be more present with them? Some steps could look like:
Pause and take a deep breath (or three).
Setting clear expectations with your partner about how you spend your days.
Discover and focus on doing the things you both love to do together.
Heal any limiting beliefs around what’s preventing you from making time for them and being present.
Create time management systems to make the time actually happen. For example, a shared calendar to more openly communicate your schedules. In my Sustainable Schedule VIP Day, I’ve worked with clients to create shared calendars with their partners, for their kids, and a co-parenting schedule. Learn more here.
Adopt a practice mindset where it’s okay to mess up and fail sometimes.
Recognizing the little moments throughout the day.
Notice a trend in all these steps above? They’re all related to time management.
Why time management is so important for good relationships
Simply put, time is your life. Time is your presence. And it’s how you show love.
It’s also how you make money, pay your bills, and find fulfillment in your life.
Making time for everything that’s important and meaningful to you is no doubt a juggling act. I’ll be the first to say it is a constant work in progress. (Yes, even for me… a time coach).
Time management is the most important thing you can focus on because when you effectively accomplish everything you need to, tasks don’t bleed over into your time with your loved ones.
You can relax and enjoy the company of your people without feeling guilty (HUGE!)
When you prioritize and dedicate time and energy to your relationship, it will flourish.
If you are able to tap into the present moment when you’re with your partner, it’ll be a lot easier to feel connected and loved.
The opposite is also true. When you don’t spend time with the people that mean the most to you, the relationship will suffer in some way. Learn more about the benefits of rethinking how you manage your time.
Holistic Time Management is your best bet for making time for loved ones
Traditional time management focuses on helping you be your most productive self at work, sometimes at home. When you set goals, create a schedule, or write a to-do list… it’s rarely encouraged or taught to include things like rest, time off, and/or self-care.
If we equate our relationships with those things, it makes complete sense to me that they don’t happen as often as we’d like them to.
Holistic time management understands the entire scope of your life and what’s most important to you, like your relationships. Managing your time with a holistic approach will allow you to be a whole human being.
Learn more about why holistic time management works so well here.
Want your evenings back to spend with your partner (not thinking about work?)
Learn more about 1:1 holistic time coaching.
3 Reasons why I no longer create quarter plans like I used to
How many times have you had so much you wanted to do, felt like you had to do it all immediately, and so just added it all to your plan?
Or have you ever made a plan, only to have life turn it upside down, leaving you lost and confused?
Yep, me too!
That’s one of the reasons I fell in love with quarterly planning.
I was tired of spinning my wheels trying to make progress towards my goals that seemed just out of reach.
If only I could find a way to focus, follow through, and control all of life’s curveballs.
That way was quarterly planning for me, circa 2018.
Now 4 years later, it’s time to share why I’m not planning in the same way anymore. Keep reading to find out!
What is quarterly planning?
If you aren’t familiar with quarterly planning, that’s ok! Quarterly planning simply asks you to think about and plan three months at a time, rather than a whole year or more.
When you break your year down into four pieces, it’s a lot easier to prioritize projects allowing you to stay flexible, focused, and more easily make progress.
What role did a quarterly plan play in my success?
When I first read 12 Week Year by Brian Moran in 2017, I was blown away.
At that time in my life, I was working an engineering job full time, teaching yoga part-time, planning my own wedding, and starting my own online yoga business. Just writing that out exhausts me.
I quite frankly had too much I wanted to do, and I felt like I had to do it all yesterday.
Quarterly planning allowed me to list out everything I wanted to do, and then attempt to prioritize.
Don’t be fooled, I continued to start every quarter with more than the recommended amount of priorities.
While I continued to do more than I realistically could, I was making progress faster because I was saying no to some things.
Looking back, quarterly planning helped me start to learn how to focus my time on the things that would actually move the needle.
Instead of buying course after course, I filled my time with what would actually grow my business: consult calls, coaching sessions, and networking.
Quarter planning was a major tool that created the momentum I needed to quit my 9-5, become a digital nomad, devote time to my relationships and my personal growth, and just live my life!
Then, once I started The Holistic time Coach, I was also able to put my own spin on quarterly planning and teach it to others.
Long story short: Quarterly planning, more specifically the often impossible skill of prioritizing played a major role in my success.
However, now 4 years after implementing quarterly planning in my life and business, I don’t need it in the same ways.
Whether you’re currently where I used to be and really need to prioritize better or you got that down and you’re trying to figure out what’s next, here are some of my thoughts:
Why I don’t create quarter plans like I used to
I deeply know my capacity, limits, and boundaries now
As I mentioned above, quarterly planning helped me put less on my plate than I naturally would have.
I now know tangibly how much I can put on my plate before I disturb my physical, mental, emotional, and/or spiritual health (my definition of capacity).
I don’t limit myself to 3 priorities, and I don’t need 3 priorities every quarter. I tune into myself and create a quarter plan that honors me instead of following someone else’s guidelines.
I also now generally put wayyy less on my plate. I look at projects and goals with a more realistic lens. I know what to say no to and have the skills to do that. And that’s helped me be more effective and live more authentically.
I trust myself more to (actually) follow my plans
I used to make a quarter plan that was a super detailed broken down action plan every month and every week. I also had a tracker to score and grade myself. (BLEGH!)
What ended up happening? I would never actually follow to detailed plans I would spend days creating, and never actually tracked my actions. It was too much for someone with already too much on their plate.
Looking back, I realize I didn’t really trust myself. I thought I had to do #allthethings in order to achieve my goals, so I could finally be happy. And more so, deeper down I really didn’t believe I could follow through, and so I proved myself right every quarter.
Until something clicked (more self-trust was the answer), I continued to make strict, rigid, detailed plans set up to fail me.
I can now trust that when I say I’ll do something, I’ll actually do it. I keep my word to myself, and follow through with the things that are deeply meaningful to me.
This has made my quarter plans more relaxed, open, flow-ey, and spacious helping me feel that through the day-to-day.
I simplified my life
I no longer have a job to balance while building my business. I’m able to focus on just me and my business… because I focused, made the most of my time, and took action.
I simplified my life in so many ways. I no longer have all these habits and external goals I’m constantly striving towards. Deep down in my heart, I feel more complete and content than I ever have.
Don’t get me wrong, I’m still constantly growing and healing. But there is a difference between that and setting a ton of goals and believing I’ll be happier once I achieve all of them.
I know it sounds cheesy, but I genuinely go with the flow and am open to whatever opportunities the universe presents to me. And lucky for me, I have the space and time to listen! My quarterly planning reflect these beliefs.
Where to go from here?
If you’re reading this, you might be thinking to yourself, “now what?” The beautiful thing about that is you get to decide!
If you have a ton on your plate, and you don’t want to feel stressed and overwhelmed all the time anymore, quarterly planning can really help you.
I invite you to check out my holistic quarterly planning worksheet.
If figuring out what a life of knowing yourself better, trusting yourself more, and enjoying a slow, peaceful yet ambitious life is important to you, learn more about working with me one-on-one.
I’d love to hear more about what you’re going through and if I can support you in discovering a new way of moving through the world.
Don't know how to slow down and enjoy life more? Here's how she did it.
At a point in your life where you’re trying to slow down and enjoy life more yet don’t exactly know where to go from here?
You know a lot of the systems you’ve been using and the old ways of thinking about time and productivity aren’t serving you anymore and you’re not sure what else things could look like?
You’re not alone.
The pandemic has made quite a lot of people
Rethink what they’re doing with their lives
How they spend their time, and
Finally, realize they have needs and desires…like slowing down… they need to listen to.
Learn about how Kasia slowed down and the massive impact it had on her business, relationships, and health.
Tell us who you are and what you do.
Hi! I’m Kasia, a specialist in the field of menstrual cycle disorders, and a graduate of pharmacy and clinical nutritionist at Wiecej Niz Hormony.
Why did you want to work with me?
I was at a point in my life where I was slowing down, and I knew a lot of things I used to do didn’t work for me.
My systems didn’t work because I was trying to fit myself into them, instead of the opposite.
I didn’t know how to create my own flexible structure.
What doubts did you have before working together?
I was trying to figure out if I really needed this or if it was just a whim.
I was worried that I would place all of my future hopes in it, and I didn’t want to do that to myself again.
Of course, financially I wasn’t sure if it was the best time or if it wasn’t worth it…. BUT it was one of the best decisions of my life.
What has been your favorite part so far?
Every part!
I am in the center, and I am able to make decisions for myself. There are no shoulds and pressure.
The space you created for me is so calming and loving.
You ask me so many questions… permission to tell you something, what our next steps are.
I feel taken care of!
What would you say was the biggest thing that changed for you?
I let go of all the shoulds and musts and prioritize myself. Even though it sounds so simple and everyone talks about that, I didn’t do it because I thought there are still things I should do, rules to follow in order to be successful in my life and business. I now put myself first when it comes to my schedule and to-do lists.
My business grew and I earn more money.
I finally know so much more about myself and my needs.
I decluttered my life from so many things that don’t serve me.
I’m so much more in tune with myself, respect myself more, my time more.
My google calendar doesn’t scare me anymore, finally!
…and so much more. I could talk about this forever.
Who would you recommend me to work with?
People who are struggling with finding the perfect time management system.
People who want to live more in tune with themselves, want to discover their values, and want to live a peaceful joyful life.
Any last thoughts?
It was one of the best investments of my life working with you.
It completely transformed my life in a way I couldn’t even believe was possible.
Want earning more money while feeling in tune with yourself to be way less stressful and painful? Apply to work with me here.
5 Critical steps to take when shiny object syndrome is slowing your business growth
Have you ever…
Threw money at a problem only to realize later it didn’t solve your issue?
Found yourself paying for and or taking course after course and not implementing most of what you learned?
Had a million and four ideas for new products or services, and you jump from one idea to the next without really seeing them through?
Answered yes to any of these? You might be suffering from shiny object syndrome.
If business owners aren’t careful, they can easily find themselves trapped by something termed shiny object syndrome.
Find yourself in this boat? Don’t fret! Keep reading to find out how to get your focus back.
Written by: Leslie Taylor & Associates
One of the biggest challenges I have faced in my business and watched my clients face is trying to figure out where to focus limited resources—time and money.
Even though I help entrepreneurs do this by providing them with greater insight into their businesses, the decisions are generally not easy, there are usually additional unknowns, and there is always some level of risk.
If you have been in business for any length of time, you likely understand by now that the name of the game is to figure things out as quickly as possible before you run out of money.
Figuring “it” out refers to understanding the right combination of things that will allow us to see cash flowing into our businesses and ultimately into our pockets. While we want to figure “it” out as soon as possible, sustainable business growth takes time. So, on the one hand, while we can and should learn from others, there are some things we must learn and validate on our own.
Ultimately, no matter how smart the owner, every business has gaps, inefficiencies, and things that no one on the team is good at doing.
Fortunately, there are a million and one options for fixing all the things.
Unfortunately, there are a million and one options for fixing all the things.
What is shiny object syndrome?
Shiny object syndrome is a type of distraction in which an individual is constantly chasing new, different, or the shiniest and most exciting things, and never making real progress.
Shiny object syndrome can distract to the point that a business ultimately fails because it never properly identifies and addresses the critical issues.
As an entrepreneur, you might have suffered from shiny object syndrome if:
You purchased a solution to a problem only to realize later that that particular solution didn’t solve your most pressing issue
You find yourself paying for and or taking course after course or working with coach after coach and not implementing most of what you learned
You have a million and four ideas for new products or services, and you jump from one idea to the next and on to the next…and the next never really seeing them through
If this is you, or has been you at some point in time, here are a few steps you can take.
What to do if you’re experiencing shiny object syndrome?
1) Ask WHY?
Do you have a sales problem, an expense problem, a profitability problem, or an operations problem?
While the cause of the issue could be due to a variety of things, most issues fall within one of these four areas. It is worth noting that it is possible to have some combination of these four.
Often by getting to the core of the problem, it is easier to determine the next action.
A sales problem looks like your business doesn’t have a steady and semi-controllable stream of clients and customers paying for your goods and services. It could be that sales activity is low, or that it fluctuates greatly. Any solutions forward must directly address the sales issue, if not you are wasting time and money.
An expense problem means a business hasn’t assessed its spending for money leaks. The solution forward must help the business look for and correct the money leaks before they run out of resources.
A profitability problem means the business is making sales consistently, but the money in the bank account doesn’t show it. The business has low or no cash even though the money keeps flowing in and clients/ customers are buying. The solution forward should first help identify the source of the profitability problem (pricing, excessive discounting, etc.), then help you address the issue.
An operations problem means that something in the way the business is doing business is keeping it from reaching goals. Maybe one of your employees is overloaded (maybe that is you, the owner), perhaps your customer experience is lacking in some way, or maybe your product has quality issues, or possibly your website is slow and potential clients get frustrated and leave. Again, the solution forward must address the operations issue directly.
2) Set goals for your business
Create goals for your business for the year that include a financial roadmap (budget) and look at your goals daily or weekly.
To stay focused, I keep a copy of my vision posted in my office and try to look at my goals every Monday morning before starting the week.
3) Be accountable to your goals
When considering any solution to grow or improve your business hold it up against your goals.
Possibly, more importantly, hold it up against your budget. How will this be paid for? Cash, loan, credit card, owner financed from personal funds?
4) Plan New Ventures
Vet new product and service ideas through a business plan format.
No, you may not need to create a full-blown business plan, but consider all the sections of a business plan and take the new idea through each section— goals, target market, the problem you are solving, marketing plans, and financial projections. Especially financial projections because you are in business to do what??? Make MONEY!
5) Give it a chance
Give new product or service ideas a real chance before you consider moving on to the next thing.
Once launched, give it at least 6 months and during that time gather feedback and make adjustments as needed based on that feedback.
Still unsure of how to heal shiny object syndrome?
Even with all these techniques, staying focused is still not an easy task for busy entrepreneurs. There are simply too many things calling for our attention.
When I am most needing to stay focused or accountable, I have found the use of an accountability partner or group to be helpful so that I could be more focused on those really big things that will move my business significantly.
If you need help determining whether you have a revenue, expense, profitability, or operations problem, or you simply need help tracking and understanding what is going on in your business, Leslie Taylor can help. As a business solutions expert, she has helped dozens of businesses untangle complex issues and clarify a path to greater profitability. Schedule a Discovery Session with her now.
Want to learn more profitable strategies for your business? Check out Leslie’s free guide 5 Things You Must Do If you Want To Increase Your Profits.
About the contributor:
Leslie Taylor is the Chief Profitability Strategist of Leslie Taylor & Associates Business Solutions where she helps small businesses maximize their potential of profitability.