Yesterday we got a start on building the configuration part of the framework for a system to organize goals, projects, and workflows. Today I’ll go a little deeper in explaining how you can use categories to organize your workload. Since a few of you have told me you enjoy the introspective parts of these pieces, I’ll write a little bit about how a significant part of my psyche chafes at this degree of organization and what I do to work through that conflict.
Of the categories that I use (Constitution, Craft, Community, Contemplation, and Competence), the one that takes up the most space in my planning and in my life right now is Craft. I tend to cycle through them, emphasizing one more than another at diffeent times. This is probably a common thing, maybe even innate. Many aspects of the world are seasonal or cyclical, it makes some sense, perhaps, that the order of our actions would be as well.
Because our realtionship is primarily a business one, let’s stick with craft for the moment. I’m not the only one in our office who wears several different hats. For some, you may be in the beginning of your real estate career at the same time you are pursuing creative work opportunities. For others, there might be an idea you’re excited about turning into a business. Maybe real estate sales is it for you and there are no other gigs.
If you’re working more than one business at a time—and you want to do each of them well and without consuming your entire life—you need to have a consistent system to organize all your projects and tasks. It’s easy to run off the rails when you hit even a gentle turn if you aren’t organized and prepared. The answer is very simple: keep track of your projects tasks in different categorized lists. It sounds so obvious. Why even bring it up?
I bring it up because most people’s default system is a list that they compile on the fly, or worse: you let your email inbox determine what you are going to do next. Neither of these systems satisfy a cardinal rule of effective action:
be deliberate and intentional in deciding your next action.
When you’re busy it’s easy and tempting to bail on configuring your workload. Add to that our tendency to emphasize one domain in a cyclical or seasonal way, and you risk ignoring huge, important swaths of your life until a mess builds and your focus then necessarily shifts to cleaning it up.
In my Evernote notebook for Craft, I have each transaction as a separate series of notes. I think of each client or transaction as a project. In my linear brain I need these distinctions between “domains”, “projects”, “tasks”; they signal a state of organization, facilitate the storage and flow of large amounts of information, and they reduce my stress by showing me the scope of work in front of me.
I usually spend some time at the beginning of the transaction thinking through the process with a particular client and then revising my transaction checklist template as necessary. A lot of my business includes helping clients solve issues prior to putting their house on the market. A deliberate approach here is often the difference between success and “meh”. Once I’ve got the process written down, I’ve usually put so much mental effort into it that I’ve internalized it and the written plan takes a backseat to action IRL. Periodic review is enough to keep me on track.
There are a lot of ways to configure your larger list. I encourage you to start looking for one that fits your work style.
This short description of configuring is woefully incomplete, and it is mostly silent on the obstacles that are certain to get in your way. I’m very interested in the obstacles. You can find any number of good descriptions of the process I’m describing; it’s basic project management. Good PM systems are everywhere. What is harder to find is good information on how to handle the internal roadblocks that many of us face when we get started on improving our approach to work1.
Here’s one that’s popping up for me lately. My strong tendency is to take on a multitude of projects, more than I can comfortably handle. Some of these are intellectual projects that don’t have a concrete deliverable to shoot for. These projects are very satisfying; they scratch an itch that can become a rash if I don’t tend to it, and they’re not about work or money. But an even deeper need, one that spans the spiritual and intellectual, is a kind of raw solitude and contemplation. Carving out time for this kind of intense interior work is essential to my wellbeing. It is the yin to the yang of “productive” activity. It can take the form of writing, listening to music, very long walks with no distractions, etc. Generally, it requires time and distance from others. It can be very rigorous. It is not passive, usually.
For me, there is no seasonality to the need for solitude and interior presence. It must be a continual practice, even though the degree to which I attend to it may ebb and flow. If I don’t do this, the other areas of my activity fall apart. But the calls to business and projects are louder and more insistent than the quiet voice inside. I often struggle to hear that voice, but it never goes silent and I answer as often as I am able.
Joe
- Cal Newport fields questions about this in his podcast. He has a new book out this week, A World Without Email. I put the link as a convenience. I don’t have any affiliate relationships. When I grow up and become a famous blogger, you’ll all be in on the joke when every post for the previous twenty years mentions Cal!