A Life Plan Tool, Simplified?

In business, whether you are a Christian or not, it is important to regularly analyze your assets and make sure you are allocating them in the most effective manner. To do otherwise is fiscally irresponsible and even punishable in certain situations. Should our lives be any different? This is where a life plan helps!

life plan

Life Planning

Life planning is not necessarily a common occurrence among Christian leaders today, but it is gaining recognition and momentum. Effectively, it is a process of creating an overall strategy for our lives. The idea is to focus all of your resources and various roles (disciple of Jesus, husband/wife, parent, owner/employee, friend, etc.) so that they are in alignment with God’s will for your individual life.

In this blog, I have completed a series of posts that take you step by step through the process I use for my life plan. I also included the tools I use in that process. I have told you that I am not even close to having this whole process figured out! To this day, after several years of working on my life plan, I still struggle with consistency and focus at times.

Looking For Improvements

For that reason, I am always on the lookout for another tool, or modification to my current tools, that could help me do a better job of executing this life plan. Wherever I see an article about life plans I clip it to Evernote. If I get a chance to download someone else’s diagram of a dashboard, I do it.

Though I still do not have it perfected by any means, I have made some modifications over the years that have helped. Most of these changes have come in the way of simplifying the process.

A New Idea!

Roughly a month ago, I read a book that gave me an idea I thought could be a big help to me. The book was called Seven Days in Utopia, by David Cook. If you have not read the book, then I strongly urge you to do so. The movie is also good, but the book is more helpful in teaching us about life due to the greater detail.

In that book, the main character (a professional golfer) was advised that he needed his own game plan every time he approached a tournament. He was told that his ability to stick to his game plan would determine his success. If he were easily thrown off his plan by opponents or circumstances, then he would suffer for it.

Daily Game Plan

As I read, I realized I could use a similar process in my daily life. If I could come up with a daily “game plan” based on my life plan, then I may be more consistent in my execution. The more I thought about it the more I liked the idea.

As I thought about what I wanted this daily game plan to look like, I first determined that I wanted to keep it as simple as possible. That meant it would not be able to include every aspect of my life plan or even the dashboard I use to simplify that. It would have to leave out some things if I planned to use it every day.

I also decided I wanted to be able to carry it with me throughout the day. I did not want something that would be too difficult to refer to often with a quick glance. Since I move around a lot during the day – from office to office and building to building – this was going to be an important factor to get right.

Finally, I wanted it to be something I could complete every morning in my quiet time. It needed to be customizable based on what any particular day could hold. I wanted it to only contain information I need for that one day.

Not Yet Perfected!

I will close by saying that I have not completely figured it out yet. I have spent the past month trying various layouts of this game plan. I have tried it on paper and electronically. I have skipped parts on some days and other parts on other days.

I am pleased to report that the results so far are good! I am seeing improvement in the effectiveness of my days. While I am not seeing an overnight tripling of my productivity, I am seeing some very clear benefits. I have seen enough improvement so far to keep me working on the idea.

Details To Come!

In my next post, I am going to show you my daily game plan as it stands today. I will take you through each part of it step-by-step and explain the reasoning behind each. I hope you will find some benefit to the process.

I will go ahead and ask you to take a look and give me feedback. I am interested in your ideas and critiques. If you see something I have missed, please call me out on it! I see this as an opportunity to vet this tool and improve it.

Feedback?

I would love to hear from you on what I have shared so far. Do you see this as a worthy process or do you think I am a nut case for even trying?!? Either way, please give me your comments below and lets see where everyone stands on this!

Do you have a life plan that is helping you to be intentional?

Do you see the need for a daily game plan to work from?

What do you use to accomplish this?

Life Plan Process: Technology

This is the fourth post in a series on LIFE planning. In this series, I am sharing with you the basics of a LIFE plan and why you need one by going through the details of my own LIFE planning process. Neither my plan nor my process are perfect. In fact, they are evolving from year to year. My hope is that you can take what I do (or even just parts of it) and use it to create your own plan.

life plan

Life Plan Components

So far, I have told you why I think you need a life plan. I have shown you how to create a life plan master document and dashboard. In this post, I want to share with you the way I use technology as a part of my life planning process. Before you ask, I will walk you through my Weekly Review process in the next post!

Too Many Technology Choices!

Obviously, there are more technology choices out there than Baskin Robbins flavors of ice cream. I know this makes it tough to choose the right one. So, I did the best I could and ran with what I found. My point in telling you this is that my choices are just that…my choices. You may find something that works better for you.

If so, great! If you do not want to go through the search process, then I welcome you to try what I am using. You may even choose some and ignore others. You may even stick to pen and paper. Truly, it is not important. What is important is that you get started with something! Don’t let this subject keep you from beginning your life plan.

Hardware

First, I will tell you about my hardware. I use an iPhone, iPad, and an HP laptop. I am not an “Apple” guy (no Mac for me at this point!), but I do love the iPhone and iPad. Everything I do syncs automatically and wirelessly between all three of these products. (The one exception is that I have to sync my iPhone and laptop with iTunes to sync my Contacts.)

I could get by without the iPad, but it has been a treat to use (I am still getting used to it) the more I learn with it. So at least for today, I mainly use the other two.

Software / Apps

As for my software/apps, there are four main products that I use. In each case, there are several products on the market, some paid and some free, that are similar in most ways. Again, these are not necessarily the best, but certainly work well for me. Every app listed below works on all three of my hardware products and syncs automatically.

Google Docs

This is probably the guts of my LIFE plan process. This is where I have uploaded my LIFE Plan Dashboard. The Dashboard is in a spreadsheet file, along with several other sheets I have added over time. In this one file, I have sheets that track my progress toward my goals.

I have a separate sheet for each of the following Focus Areas and Goals:

Reading List – books I’ve read, how I rated them, and progress toward goal
Listening List – audio books and messages I’ve listened to, rating, and goal progress
Exercise – exercise time and activities, progress toward goals
Scripture – all memory verses (1 per week) I am memorizing
Teaching – each teaching session I’ve led (topic and time) and goal progress
Blog Stats – tracks traffic metrics and goal progress

I use Google Docs for this because I can access it from any computer with internet access. This way I can do my review whether I am at my own computer or not. I can also access it on my iPhone and iPad.

Toodledo

Toodledo is my To Do list on steroids! In this app, I keep all of my tasks and projects. Using the general philosophy from David Allen’s Getting Things Done, I try to keep everything listed in here and not on my mind.

This app is very flexible in the way it allows me to schedule tasks, group them in folders according to Focus Area or by projects (with subtasks), and tag them any way I want. It sends reminders by SMS text or email (or both!). Whether I am in the car with only my phone or in the bed reading on the iPad, these reminders keep me straight and on task!

Google Calendar

Since I am already using Gmail and Google Docs, it makes sense for me to use Google Calendar as well. One of the things I like about Google Calendar is the ability to create multiple calendars and overlay them with each other, any way I want.

My wife keeps a calendar for the family and kid events. Anytime I want to plan family time or a date night out, I can simply click on her calendar and it overlays mine to show me the free times! This really works well for us.

In addition to my main calendar, I keep a simple reading and listening calendar along with one for my teaching/training schedule. These allow me to leave these calendars hidden except during my weekly review time. This way, my main calendar is not too cluttered.

Evernote

Evernote is an amazing app that will do much more than I currently use for my LIFE plan process. Essentially, it is an electronic storage cabinet for any kind of document or file you want to put there.

For starters, I have my main LIFE Plan Document stored there. I also have a Weekly Review Template, which is just a checklist for my Weekly Review process. I also clip articles and ideas for future training sessions here.

All of my blog posts are written in Evernote and my prayer “notebook” is there. I also have a template there for my non-fiction book “net-outs.” I keep the net-outs from every book there as well.

All of this is available to review and edit on any computer with internet connection, but you can also download any or all files for offline use. When recently on vacation in Jamaica, this came in handy!

Summary

I assume this may seem like too much to some of you. I don’t disagree. At the same time, until I build habits in some of these areas, this process really helps keep me on track.

While I do not expect anyone to copy my process, I do hope my sharing has helped generate some ideas for many of you. If you have any questions about any of it, please feel free to ask. I will help where I can!

Are you using any of these tools or something similar?

How are you using technology to strengthen your performance?

What tools are you using that others may find useful?

Originally posted 1/29/12