Devising a new planner system

Over at David Seah’s Printable CEO resources is a form that I have been utilizing essentially as my desk planner: the “Resource Scheduler”. The Resource Scheduler is one component of his Resource/Time Tracker tool.

The function of the tool is to make it easy to map the deliverables on one’s radar for the week to specific time blocks during the week that this deliverable will be worked on. It’s handy because the user only has to enter the reference for the deliverable (i.e. “D1″) on the calendar, and if things shift, it’s easy to erase and reallocate time for working on that effort.

For my usage, I’ve kept a stack of the Resource Scheduler form dated for usually about eight to ten weeks ahead in a clipboard on my desk. I draw large “X” marks to block out time for meetings and for when I would be out of the office. Then I can identify for each week what deliverables I expect to have on my radar at that time (basically that’s my tickler file).

So, where does my new planner system come in?

I have been carrying a Franklin Planner around for several years now, but I simply haven’t been finding that I “work” the way it’s oriented to. I don’t use the daily to-do lists (my Resource Scheduler does that), I don’t keep daily records of events (I have several print-, computer- and web-based resources for that – that’s a whole ‘nother realm so let’s not talk about that here…) and I don’t use the calendar for mapping my time (between my computer/Blackberry based calendar and, again, the Resource Scheduler). The only writing that I did use my daily pages for would be to jot down thoughts & reflections if I found myself having “interstitial” time – at lunch when I would be out in the field at a project site, or sitting for a moment when I’d get to an event early (which is what I do). (Yesterday, I pulled from my planner binder the July pages which had not a single jot written on any of the pages.) I do use the goal planning resources, and I take and keep notes from meetings that I attend in the tabs at the back. (If you use Franklin Planners, you know what the tabs that I’m referring to are.)

Recognizing that much of that system wasn’t working for me, I finally went ahead and created my own calendar pages which emulated the Resource Scheduler form (I’d been meaning to do that for some time). Also, I devised business card size mini-note pages for use as task listings for various projects I’m working on. (Day-Timer carries business card holder sheets for 8.5″x5.5″ binders.)

So, construction and usage:

  • Planning, goal setting, etc. are all per the Franklin Planner tools.
  • On the calendar, each week has deliverable entries for professionalD#” and personalP#” efforts. In the calendar blocks, each line on the calendar represents one hour of the day, and the sub-boxes for 8-12, 1-5 and 6-10 are included from David Seah’s form to make blocking out time on various tasks simple.
  • Placed inside the planner binder after this month’s calendar pages are the Franklin Planner Weekly Compass bookmark, two or three business card sheets with four mini-note pages in each, and three or four blank 8.5″x5.5″ ruled note pages for my interstitial capture. Mini-notes sheets are identifed as “To-Do”, for individual projects, and for “threads”, which to me are higher-order perspective tasks or concepts that I’m wanting to be working on.

I’ve only just inaugurated this, so I’ll be reporting back on how it’s going, but I already see the ways that this tool will help me advance my own goal setting. Plus, it makes the Franklin Planner resource more directed for me – I use it to record forward-looking matters and meeting notetaking – so I’m less at a loss to decide what kind of jottings go where.

Here are the forms (for 8.5″x5.5″):

RTT Monthly Calendar Pages – 2013

RTT Monthly Calendar Pages – 2012

The calendar pages are intended to be printed double-sided on card stock, with the holes to be punched on the outside edges. I’m afraid the user has to craft the tabs as part of cutting the cards in half to make the classic size pages. (I don’t rightly know what to do with all the blank space and I’m open to suggestions. Also, I’m thinking about replacing the note page on the back of the calendar with four “starter” mini-notes pages, where I can capture threads or other in mind for that month (partially with that, I’m not really sure what a full note page is useful for).

Planner Cards

(The sides need to be cut right at the edge of the lines to be the correct size horizontally.)

Looking to be deliberate about the noise

Something I’m continually wrestling with is the quandary that there is only one me with one life to live, and my interests are broad enough that there’s no feasible way I can pursue everything that I’m interested in (refer to my first post for more elaboration on that struggle).

The particular version of this I’m working through is the number and kind of content inputs that I have pointing toward me (all the usual suspects):

  • Books I own – across numerous subject areas (generally personal effectiveness, worldview, some sociology after a fashion (Through the Language Glass,  and similar)
  • Books from the Library – across numerous subject areas (generally personal effectiveness, worldview, some sociology after a fashion (Aerotropolis,  and similar)
  • Periodicals (4-6 that I subscribe to, with more in the wings I’m interested in)
  • Daily e-mail blasts from sources I have interested in
  • Twitter, primary feed
  • Twitter, 4-6 lists

When I contemplate my “ideal state”, I envision my weekly quiet night for intentional reflection and writing – on this platform, plus I want to get more engaged in Facebook and LinkedIn community dialogues – and then one or two other nights a week, do study on particular topics or efforts of interest to me.

On that radar are:

  • An in-depth study of the Biblical book of Romans
  • In-depth study in the realm of articulating my Christian faith
  • Study on personal effectiveness, w.r.t. the “alignment + validation” themes that I perceive myself wired for
  • Second-tier interests like:
    • Studying Biblical Greek
    • Learning to play the Dulcimer
    • Recording/producing music
    • Learning Sumi-e
    • and there’s plenty more (and only one me)…

The rest of my week I want to spend in outward engagement, with my family, with friends, and more. I have in mind I’d like to form some kind of “engagement group”, where people with either a common interest or a common desire to work through ideas can get together and have at it. (I haven’t worked out/settled on the foci for such an endeavor, and that’s keeping me from moving on that.)

So, having in mind all that I want to delve into, then – with regard to input streams – I see that I must take that deep breath and recognize concede that being too tuned to my inputs, or, within my inputs, tuned in the wrong order (going for the easy candy of Twitter and e-mail rather than the richer and more satisfying periodicals and books that I mean to process through) is actually diverting me away from the intentionality that I yearn for.

Among the struggles here is that I’ll never – even within the subset of the marketplace of ideas I’m interested in – run out of more sources to want to listen to or contemplate, and there is a part of me that is always going to be knwoing that there’s different channels I could be listening to that are more substantive or offer other perspectives than what I know of right now. In that, I know that I must, in faith, trust and know that God doesn’t have in mind for me to feel that fragmented or overwhelmed. I still need to be selective about what is in my hopper, and prune and adjust from time to time, but I don’t have to try to satisfy the urge to find out everything that’s out there.

So, I’m going to be reworking my listening post to develop my own input strategy. Wish me good fortune…

Also, if anyone can suggest a good aggregator or portal tool that’s good for helping to sift through the noise more effectively, by all means please do so.

7/11/2002

The header image photograph I use on this blog was taken exactly ten years ago today. I suppose that to acknowledge this occasion , I thought I should at least chime in to say something to the world.

Lately, I’ve been learning a lot about persevering in my faith, and learning to cling to Him instead of trusting in my inadequacies.

When this picture was taken, my wife and I were on a crash road trip to Seattle to visit Mars Hill Graduate School (I’m seeing it’s now the Seattle School of Theology). I had been let go from a prior employer due to lack of sufficient workload (one of several), and I was looking to see if this school was a fit for the academic pursuits I wondered if I would get to pursue.

So, with plenty of time on our hands, my wife and I set out on a week-long “there and back again journey” to see what that school was like. We drove 16-17 hours a day, and made it to Seattle on this very day ten years ago.

The visit to the campus itself ended up being just a minor step in the journey (also, I was able to confirm that their program wasn’t really a fit for me), but the trip itself was a really cool experience. If we had it to do over, we’d have done a few things differently, and I lament ways that my own faith journey could have advanced much further as a result of contemplations my wife and I had as we traveled.

However, from where our journey has taken us since, I’m much more certain of both my own need for God’s mercy and the abundance of that mercy that He shares with us.

The challenge of writing

I’m currently (been currently for about a year now) working on putting together a website to discuss matters of thinking and belief.

While I kick the tires on the CMS I’m using, as thoughts come to mind I’m also finding occasion to make some blog entries discussing matters that I want to the site to speak about. (I’m told that when building a site, it’s actually best to add content, then figure out some of the rest – theming (WordPress spellcheck tells me “theming” isn’t a word – how does WordPress not know what theming is?), navigation, etc. – once you have a clearer sense of what the site will actually be about.) [I've already managed to digress twice before I even get to my thesis.] Just now, I’ve been working on a blog entry describing my motivations for creating this site and, for a brief entry, I’ve found myself having more difficulty that I’d like trying to capture it. Last Monday, I spent over an hour, I think, working out another blog entry regarding a book I was looking at, and went back a couple of times later to iron it out more – and I know it’s still not what I want yet.

One of the challenges for me as I write is trying to map out the overarching premise as I work on capturing specific thoughts which I’m wanting to include. Writing is every bit the mental cloud exercise that I expect (and dread) it to be. I’ll get some kind of articulation out, and then as I go on, I’ll catch the sense of that thought differently (better?), and then have to figure out how and where to join the two articulations. Sometimes, where I’m going with an articulation seems to not fit anywhere, and I have to work on bridging narrative to find it a place somewhere while still keeping the rest of the train of thought intact.

I suppose that’s what writing is for everyone, but I haven’t really written anything in years, so I find the exercise more challenging than I wish it would be.

Mondays are my introvert-imposed quiet nights, where everyone in my household “gets” to experience what life without devices that have speakers (except headphones) looks like. I am exceedingly wired for language – consequently I find myself mentally incapable of tuning out words coming from a box that is anywhere within earshot. So, I need nights without electronic words in order to get a mental toehold on big picture concepts I’m wanting to process, looking to get enough focus and direction so that I can carry what momentum I’ve picked up through the rest of the week. I’m hoping that maybe writing practice on quiet night will give me the toehold I need to be more effective at my concentration even with ambient noise distraction present.

I know this is mostly just rambling, but I’m wanting to get something down on the page…

A pondering about my future me

As I try to process moving from journeying to navigating, I’m still stuck trying to sleuth my way through what really beckons me.

The stuff of my daydreams has long been about trying to coordinate synergies – imagining storylines where I help others achieve their effectiveness.

From the meander of various ponderings today, I’ve noticed how much I’m drawn to books oriented around helping others move forward in one regard or another (listed in the order they came to mind – some I have read, many I have not yet):

I think it’s the whole synthesis/synergy theme that stirs me, and in seeing this, I’m purposing to go intentional on mapping the skills presented in these in order to flesh out what my angle on equipping from here is.

Moving from journeying to navigating

Announcement: This is my “Hello World” entry, so of necessity it has to be both ambitious and fragmented.

For several years, I’ve been trying to sift through just who I am, trying to discern a bearing for how I function, how I think, what I really want to pour my energies into. I don’t have it figured out yet, but I’ve finally (so I claim) reached the point where I’m ready to leap and be out there in some substantive way.

The one discovery that I’ve made that has made so much of how I function make sense to me is that I am an Introvert. I first had that brought to my attention through an MBTI instrument I took in 2007, but it has taken a couple more years for me to grasp what that means and how completely I am an Introvert.

For instance, I’ve known for many years that I do my best processing when I do some initial research on a subject, taking in a lot of information – and then just set it all down and leave my id (or whatever) to sift through it and map things out for me. I’ve also known that my productivity and effectiveness is dramatically reduced if I’m interrupted frequently. Turns out these are classic Introvert traits. (I can even go back to when I was in high school and recognize that trend in my learning (particularly in math). I managed well enough, but I remember that I had a better grasp on concepts I studied weeks ago than I did with the content at hand.) There’s a lot of how I handled situations growing up – both really well and really badly – that I get now, and see how I might have approached things differently if I had understood how I worked. (I say this only as an observation, not to excuse unkindnesses that I’ve done.) I also understand my Dad more now than I did while he was alive.

I suppose it’s important to me to set that out first, almost central to the challenge I’m wrestling with is that Introverts – by and large – have a compulsive need to think things through before we are ready to put foot forward with something. That’s not in and of itself bad – in fact, applied well that’s one of our strengths. However, it does promote analysis paralysis, and Introverts are prone to miss the cues that say “it’s time, get going already”.

So, what does that have to do with journeying vs. navigating? For me, at least, Introversion has looked like observing and often assimilating as I go. Specifically, I want to follow a path to see where it goes; more specifically, I want to not impose my own ideas on where the path wanders, but to let the path itself be the revealer of the journey. Really, it’s trying to live in a romantic state of mind for living life (where everything just happens as it’s supposed to). However, after many years, I’ve finally grasped that such a decision making paradigm ultimately leads nowhere! or at least not where I’m really wanting to go.

That takes navigation. Which means being willing to set course and intend to get somewhere particular.

The struggle is that setting a course to one place means letting go of opportunities to go other places. Rather than try to reframe here, I’m going to reference a comment I made on a compatriot Introvert’s blog, that of David Seah. To best get the sense of where I was coming from, and to see some of the similar wrestlings that he goes through, I would highly suggest reading through his original post, and then see how I thought my own perspective added to the conversation. [More broadly, I would highly recommend tuning in to David's site. He does all manner of thinking out loud as he works out ways to be more effective with his efforts. I first learned of him through the Printable CEO firms he's made available on the site, and have been following him for several years.]

In this comment I reference, I articulate a view on journeying versus navigating, particularly looking at the costs of choosing navigating – plus a glimpse of the part of me that really is not ready to let opportunities go.

However, I’ve reached the point where I’m needing more to be heading somewhere than I’m needing to hang on to options. That’s the navigation that I’m looking to initiate here.