What It Takes To Plan A Fantastic Year

Hello and welcome to episode 165 of the Working With Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.

It’s that time of year again when we turn our attention to what we would like to do and change. It’s also a time we feel excited and enthusiastic about the future and that can lead to us being a little over-enthusiastic about what we can realistically do and change in twelve months. To make any year a success, we need to temper our enthusiasm and build a plan that is realistic and achievable while still being challenging.

That’s what I will be explaining in this week’s episode.

Now before we do get to the question, the start of the year is a great time to finally get your daily tasks sorted out so you are spending less time managing your work and more time doing your work. That’s where the Time Sector Course will help you. The course is designed to simplify your life, to make collecting everything that comes your way easy and giving you a system that makes it simple and, more importantly, to quickly organise that stuff so you free up more time to do the work.

So, if you want to start the new year, and be ready for all the challenges the year will throw at you, get yourself signed up for the course today. This is one small investment you can make right now that will give you a lifetime of returns on your effectiveness, health and time management.

Full details on the course are in the show notes.

Okay, it’s time for me now to hand you over to the mystery podcast voice for this week’s question.

This week’s question comes from Janine. Janine asks, Hi Carl I always struggle to create goals and plans for the new year. I have a lot of ideas I want to do, but find I become overwhelmed with everything I want to do and just give up. Can you help me to make 2021 different from all the other years where I have failed?

Hi Janine, thank you for your question and happy New Year to you.

One thing we all need to remember is one year is really only a small part of our whole life, and we cannot achieve everything we want to achieve in one year. Instead I have found seeing a year as a stepping stone towards a greater purpose gives you better perspective on what to plan for in the year.

Let’s take a simple example. If you plan to have a very active retirement . A retirement where you get to travel to exotic places, climb mountains and maintain a small farm of crops and a few animals, you will need two things. You will need good health and fitness and a robust retirement fund.

Those two things—health and wealth—are not things you can achieve overnight. They take years of work. You need to exercise and eat healthily regularly and you will need to save money. It easy to lose your health by overeating and leading a sedentary lifestyle, and it’s practically impossible to build a sufficient retirement fund in five years. It takes years of consistent saving to build up a sufficiently robust retirement pot.

In this example, the question to ask is what can I do this year to move me closer to creating the retirement I want to myself?

Another example could be with your career. Imagine you career goal is to one day be the CEO of a large company. Now, if you are just starting out on your career you are likely to be a long way from achieving that goal today, but that does not mean you cannot set yourself a few goals for this year that will move you closer towards that target.

Ask yourself what skills are you missing? And which of those skills could you develop this year? Are there any courses you could take? You should also review your current work and see where you could improve and if there are any areas where you are particularly weak and could do with some mentoring. It’s amazing how many people in your organisation who would be more than happy to act as a mentor to you.

By thinking of a year as a stepping stone towards a bigger purpose you will feel a lot less pressured to have lofty and mighty goals and plans. This year is just a step towards a higher purpose or goal.

So what could you do this year that will take you a little closer towards you greater goals and plans?

The next step here is to create a board divided up into five columns. In the first column you put your objectives for the year. These could be a fitness or health objective, for example, to lose a certain amount of weight or to complete a full course marathon. Or they could be a career objective such as get a promotion to a particular position.

For me, I have a health and fitness objective and a couple of business objectives. The objective is clearly stated in a simple sentence.

In the following columns you make a column for each quarter of the year. So, in column two you put Q1, then Q2, Q3 and finally Q4. Here you can add the projects and major events you wish to or will do in the quarters.

I have my planned trips in these columns. For instance, all being well, I plan to travel to Ireland in April or May this year to visit my family. That trip is in my Q2 column. I also hope to go to Tony Robbins’ UPW event in Sydney in September or October this year so that’s in Q3. These trips may not happen, they depend on how the pandemic works out this year, but as of early January they are my plans for the year.

Now the reason I put them here is because the trip to Ireland will take up at least two weeks, and Tony Robbins’ event will be a week. I need to be away of my time commitments.

Now the beauty of doing things this way is you will see where you are overcommitting yourself. I know a typical project requires around six to eight weeks to complete. Given that each quarter has at the very most twelve weeks, that means realistically I can only complete two projects per quarter.

That does not sound very much, but that’s still eight meaningful projects for the year. Knowing my bigger purpose about what I want to achieve for my business and family that’s going to make a significant impact on my overall objectives.

Having this chart, or Kanban board, makes it very easy to see where you are over extending yourself. It’s very tempting to load up the first quarter because of our enthusiasm and excitement for the new year , but if you slow down and understand you have twelve months in order to move yourself forward with your life, your career and your self-development, you are much more likely to achieve the things you want to achieve.

Now, I know many of you will be thinking that your work does not operate like that and you have multiple projects every week. That’s true if you cling to the old idea that a project is anything that requires two or more steps. But visiting the doctor for your annual medical is not a project. Seriously. It’s just something you have to do every year and all it requires is you find the telephone number of your doctor and make an appointment. Likewise sorting out a difficult customer or client’s issue is never a project. It’s likely to be your job and you just need to make that call, send that email or talk with your colleague. It’s not a project. It’s a task

A project is something much more involved than a couple of steps that could be sorted out in a day or two. The time you waste planning out these in your task manager is not worth it. It would be much faster to just add a task—“sort out Mrs P’s issue” and do whatever it takes to sort that issue out.

Real projects are things that make significant impact on your person life—moving house, getting married, retiring or turning your life around. Or work projects that involve developing and launching new products, building a marketing campaign or hiring new staff. These are real projects that require time, multiple steps and some planning.

So, Janine, if you want this year to be different, think about what you would like to be doing in five or ten years time and ask what you could do this year that will take you a step closer towards achieving that. You don’t have to do everything this year. Just a few little things that will move you forward.

As Tony Robbins says: “most people overestimate what they can do in a year and underestimate what they can accomplish in a decade.” Think about the next tens years, Janine, let that be the driver for what you want to accomplish this year.

When you look at a year as a stepping stone towards living a fulfilled life rather than an end in itself, you get to think about what you could do this year that will move you a step closer towards achieving the things you want to achieve.

I hope this has helped, Janine and thank you for so much for your question. Thank you to you too for listening. Don’t forget, if you have a question you would like answering, then just email me: carl@carlpullein.com and I will be happy to answer your question.

It just remains for me now to wish you all very very productive week.