More Thoughts on Weekly Planning [en]

[fr] Planifier mon travail sur la semaine me rassure sur le fait que je vais faire le travail "obligatoire" qui est sur ma liste durant la semaine, et que je peux donc me permettre de prendre du temps en cours de route pour des tâches qui me paraissent moins cruciales (mais qui, au fond, sont tout aussi importantes à mon activité professionnelle que le travail payé).

So, enter my second week with a weekly planning, after the first. I spent a good part of my Monday morning getting organized.

I’ve understood how having a weekly planning is helping me make progress in the neglected departments of my “work”: bizdev, research, more writing, etc.

When I work as I normally do, day-by-day, I am only digging into the pile of “things I must do for others”, or “urgent things”. I do not feel I can afford to devote time to less urgent tasks, because there is always this feeling that I should be doing more important things.

With a weekly planning, laying out my week means that I have an overview which reassures me that the “urgent/important” stuff can and will get done, and that it is in fact OK for me to stop and read an interesting publication for an hour or two even though I still need to upgrade some WordPress installations for a client or write a blog post for another. That’s why it works.

The challenge, for the moment, is that I still overestimate what I can do in a day. Or I underestimate the amount of time I need to set aside for the unexpected. And I still have trouble prioritizing, which means that I spent yesterday morning agonizing in front of the rather long list of client work which absolutely had to be done this week.

Yesterday worked out well, but today is being a disaster. Too many rocks, and one task in particular that I completely underestimated: it took me the better part of the morning (granted, there were interruptions and emergencies) to sort through my 350 photographs of Troyes — which I needed to do as I’ll be using some in an article I’ll be writing for a client.

I’m starting to see how longer-term planning (it’s not for straight away, mind you) will come in to help me be better at determining how many projects or how much client work I can take on for a given time period without getting “swamped” in the end.

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Weekly Planning, First Attempt [en]

[fr] Cette semaine, pour la première fois, j'ai réparti mes tâches sur la semaine au lieu de travailler au jour le jour comme j'en ai l'habitude.

As I mentioned in a recent post, I felt the next step to take in my “work life improvement” series was to plan beyond the day, and start looking at my weeks so that I can start building in time for long-term projects. I’ve done this for the first time this week, and overall, the result is pretty positive. Here’s roughly how I did it and what I learned.

1. Define office days and meeting days

This has to be done in advance, obviously, or the calendar fills up. I usually have either two or three of each in a week (minimum one). Every now and again exceptions slip in and an office day turns into a half-baked errand/meeting day, but I try not to. I think I can still improve the way I plan and manage these days (for example: errands vs. meetings, laundry days, exceptions for “immediate” paid work…).

2. Define “areas” that next actions fall in

I’ve refined the list I brainstormed in my “balance in the office” post and come up with these four areas:

  1. things other people expect me to do (paid work, projects involving others, getting back to prospects…)
  2. longer term business development (taking care of my sites, creating documentation, direct marketing…)
  3. stuff I want to do more of (blogging, research, fooling around with cool toys, write ebooks and fiction…)
  4. admin and daily business (personal and professional, checking e-mail, emptying physical inbox, accounting…)

These are my areas — yours might be different. Suw and I chatted about this on Skype on Monday and hers are slightly different from mine. Just find something that makes sense to you.

Looking at my areas, it’s easy for me to see that “bizdev” and “stuff I want to do” are the two areas which will easily be left aside if I just work day-by-day doing things as they become urgent (in bad cases, call this the “Fireman Syndrome”). If you don’t do stuff people expect you to do, sooner or later they nag you or you get in trouble. Same with admin: forget your taxes or invoicing long enough, and you’ll get in trouble.

As there were almost no tasks in these two areas, I realised that to fill them up, I probably need to do a little longer-term planning. For example, what are the things I want to do in the “bizdev” department over the next 6 months? Over the next month? That will help me generate next actions. Otherwise… I’m just flying blind.

3. Sort upcoming next actions in those defined areas

The way I’ve worked these last months I would have one “master” next action list (in EvernoteI love Evernote) and I would regularly “pull out” the 3-10 next things I was going to deal with, under headings like “today”, and then “next”, or sometimes a specific day.

What I did this week is that I first sorted this “master list” into the four areas I defined. I just made four big headings in my list, and that was that.

4. Plan the week!

This is the fun bit, actually. I just made another 5 “day” headings at the top of my list (Monday to Friday) and then started moving items to given days, making sure the urgent stuff was in there, as well as a certain amount of less urgent stuff (specifically from my two “left aside” areas, bizdev and stuff I want to do more of). Two things to pay attention to:

  1. don’t plan to do stuff on errand/manager days, even if you see you will have some office time (a weekly plan is for the “minimum to accomplish” — if you have too much time you can always grab things to do from your master list or even… take time off!)
  2. remember that a fair amount of what you do in your week is going to appear during the week, so leave plenty of buffer time for the unexpected and the unplanned.

5. As the week rolls on…

One of the reasons I like having my tasks in an Evernote note is that they have these neat little “todo” checkboxes (keyboard shortcut: alt-shift-T) that I can check as I go along. Sometimes I’ll do something that wasn’t planned for precisely this day, or that is still on the master list. Well, I check it, and it feels nice. It’s also nice to see a day with a list of completely checked tasks by the time I leave the office.

My Tuesday was a meeting day, but I made the mistake of planning quite a lot of stuff to do on that day because it looked as if I was going to have enough time in the office. Big mistake. So halfway through my Tuesday, I grabbed nearly all the items I had placed under the Tuesday heading and dumped them under Wednesday (a full office day).

On Wednesday, I didn’t manage to do everything I had planned (unsurprisingly, as I shifted the “Tuesday problem” to Wednesday). So I checked the actions I did accomplish and left the others unchecked. This meant that Thursday, in addition to the rather modest list of things I had planned to do (buffer time, remember? specially at the end of the week) I was able to go back and check tasks that were leftover from Wednesday. But I didn’t move them over to Thursday — somehow it felt better to be able to start Thursday with a “clean slate” and catch up when I felt like it.

So, Monday morning, I’ll be wiping the slate clean and planning next week — looking forward to it!

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Headache: Picking a Date for an Event [en]

[fr] Une journée de conférences nécessite un lieu et une date. Le lieu étant fixé, la date a été source de quelques maux de tête -- en particulier pour choisir le jour de la semaine.

Je me suis arrêtée sur vendredi, qui est un jour léger côté business, en général, et qui permet aux personnes faisant le déplacement de rester à Lausanne pour le week-end, rentabilisant ainsi le voyage. Je trouverais également bien que l'on organise un barcamp à cette occasion.

Concrètement, je pense au 9 mai. Voyez-vous des conflits? Y a-t-il des choses prévues à Lausanne à cette date, déjà? 1000 paires d'yeux valent mieux qu'une. Je compte sur vous pour me dire si j'ai raté quelque chose.

When you [organise an event](http://climbtothestars.org/archives/2007/12/14/announcing-going-solo/), not only do you need a [location](http://climbtothestars.org/archives/2007/12/16/picking-a-city-for-an-event-lausanne/), you also need a date. You know, things happen at the intersection of time and space.

A rough glance at the calendar made me choose early May, as it’s far away enough to give us time to put things together (some people have gasped at how short it was, but I’m sure we can pull it off), and it’s also kind of empty on the conference front. I’ve asked around and gone through upcoming, and that time of the year seems pretty conflict-free.

Then, the trouble starts. We decided to go for a one-day event to start with. This means that we expect people to fly in for **a day**, which… well, might seem “not worth it” to some.

My initial idea (which, after much detours, I’ve come back to) was to hold the event on a Friday, so that people could stay an extra day or two during the week-end to make the trip worth it. I even thought about motivating the local [barcamp community](http://barcamp.org/) of the city we’d be holding the event in to place a barcamp on that week-end.

Then, the headache started. Maybe Friday wasn’t such a good day after all, because with a week of work behind them and stuff creeping up to be dealt with before the week-end, we would suffer lots of defections. So, how about Monday? Well, Monday is usually a heavy business day, and people are all sluggish from the week-end, so they might drop out too. So I sent out a quick poll on Twitter, asking people what seemed the best day to organise an event for freelancers.

Needless to say roughly each day of the week and week-end was suggested, along with very good reasons for or against each one.

In the end, I listened to the voice of reason, impersonated by [Suw](http://chocolateandvodka.com/), telling me there was no perfect day and that the most important thing was to put on a great event, with valuable content that would make it worth the trip for people to come, and that this would be the deciding factor for people rather than the place and day of the week.

In addition to that, I got feedback from a couple of tech event organisers who said that Friday could be quite good for one-day events. So, Friday it will be.

Let’s get practical: I’m looking at Friday May 9th, but before I set it in stone and we book a venue for that date, I’d like to know if you see any conflicts (1000 pairs of eyes are better than one). Is there anything with that date I haven’t thought of?

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