The 3Ps of Planning & Prioritizing

1. Plan

2. Protect

3. Practice Consistently

Action Planning

“What got you here won’t get you there.” - Marshall Goldsmith -

What are 2 things that I want to do differently or more consistently in the next 30 days?

This session:

1. Materials printed and ready? (if not have pad of paper handy)

2. Participate. We’ll use chat & phone. If you’re phone accessible, be ready to talk.

3. Remove distractions (i.e. email).

Success (performance, growth, fulfillment, happiness)

Success (performance, growth, fulfillment, happiness)

Immediate StrategicVS.

Success (performance, growth, fulfillment, happiness)

Immediate Strategic- Customer service- Support issues- Stuff that needs to

be done now.

- Future customer service- Longer-term goals- Growing, learning,

getting better

VS.

Strategic priorities: P & D Commitments, Leadership Imperatives, self development, team development, projects, process improvements, networking, business development, preventative safety, planning, organizing, creating, etc.

Success (performance, growth, fulfillment, happiness)

Question: What’s one strategic priority that you really want to put more time into in the next 30 days? (write this down in chat)

What can help us to put more time into our strategic priorities?

If you could work 24/7 would you ever get it all done and make everyone happy?

Group A: Given a voluntary task for a partial credit, and a due date. What % completed it by the due date? (Put your check mark above the line)

0% 100%50%

Group B: Given the same voluntary task for a partial credit, and due date. But asked to say when & where they planned to work on it. What % completed it by the due date? (put your check below the line)

Time Blocking the “when & where” :

What are your tips and suggestions for how to best apply time blocking? Write these in chat.

What are one or two specific next steps that I can realistically accomplish in a 30-60 minute window this

week?

Success in 2017 Strategic Priorities

Time Blockingthe “when & where” :

Sooner better than later. Small chunks (30-60min). Put more mentally

demanding tasks before less demanding tasks.

Same-time, same place to build the habit.

Leave buffer room.

Time Blockingthe “when & where” :

Exercise: Looking at your calendar, when (and where) over the next 5-10 working days, might you block off several hours to work on your strategic priority? Block this time into your calendar.

Poll: Daily Planning

When do you like to create your plan (in writing) for a given day?

a. I don’t. I think about it, but I don’t put it in writing.b. In the morning, before I start the day.c. At the end of the previous day.d. Both b. & c.e. Other.

What % of the time did the doctors miss at least one of the 5 steps?

Inserting a line: 5 steps

On a scale of 1 – 10 how healthy are your habits around taking breaks and a lunch? (1 0 = very healthy, consistent, not always at desk, etc.)

1 10

Brai

n ac

tivity

/ ale

rtne

ss

high

low

TimeApprox. 90-120 minutes

Basic Rest Activity Cycle (ultradian rythym)

Strategic Immediate

Take breaks

What activity do many of us do, that causes a 10 point decrease in our operating IQ?

What are the other risks of constantlychecking email ? (write down in chat)

“I simply sat and thought, for four (delayed train) hours, and all the details bubbled up in my brain, and this scrawny, black-haired, bespectacled boy who did not know he was a wizard became more and more real to me."

Turn notifications off

MAS:Mindless Accept syndrome

An involuntary reflex in which a person accepts a meeting invite without even thinking why.

Coined by David Grady (Ted talk)

What are your tips and suggestions for how best to diplomaticallynegotiate/ push back on some lower priority requests and meeting invites? (write down in chat)

The 3 Question Rule:

Your leader

Makes a list of your top 3 priorities/ objectives for the month ahead.

Your leader You

Makes a list of your top 3 priorities/ objectives for the month ahead.

Make a list of your top 3 priorities/ objectives for the month ahead:

Your leader You

Makes a list of your top 3 priorities/ objectives for the month ahead.

Make a list of your top 3 priorities/ objectives for the month ahead:

?How closely do the two lists line up?

Poll: Alignment with your Leader

Let’s say your leader made a list of your “top 3” priorities for the month ahead. And at the same time, you also make a list of your “top 3” priorities for the month ahead. How closely do you think the two lists would align?

a. Greater than 90% alignedb. 75 – 90% alignedc. 50-75% alignedd. Less than 50% alignede. I don’t know

Strategic priority that you’re trying to put more time into

Strategic priority that you’re trying to put more time into

Is it ok for me to stick to my strategic priority, and wait 30-60 minutes to respond to these other requests, or will there be a problem? (Will it reflect poorly upon me in my Boss’s eyes?)

Strategic priority that you’re trying to put more time into

Practicing the “when & where” :

Plan time to plan. Make it automatic. Same time, same place. Use calendar, phone

reminders, other action triggers.

Gamify. Accountability partner

Practicing the “when & where” :

If you want to build planning consistency go to your Outlook Calendar and set up a) a recurring appointment for 30 minutes every day. (you’ll likely need only 10-15 minutes).b) A recurring appointment for 30 minutes every Friday.

What are 2 things that you want to do differently (or more consistently) in the next 30 days?

Write one of them in “chat”.

Use page 6, “The Next 30 Days” to write these down.

What are one or two specific next steps that I can realistically accomplish this week?

Success in 2017 Strategic Priorities

What are one or two specific next steps that I can realistically accomplish this week?

Success in 2017 Strategic Priorities

Priority Map:This Month

VisibilityClarity Alignment