My Life Planning Model

November 25, 2006 · Comments

(photo by Drunken Monkey Photography). I thought I’d explain a little more in detail about how I plan my life, and what tools I use to achieve my goals. I like to separate my thoughts on planning and organizing into two levels: upstack and downstack. I often talk about Getting Things Done (GTD) as a good downstack framework. But this post will be about my upstack efforts, and for that, I often turn to Covey.

Covey’s Habits

Since 1995, I’ve been practicing variants of Dr. Stephen R. Covey’s 7 Habits of Highly Effective people. One of the very best visual icons he gives in his work is the premise of living one’s life by the compass instead of the wristwatch. The premise is that one be guided by their “true north principles,” and not the whims of the hours passing in a given day.

To short-hand what Covey talks about in the 7 habits, here’s the rundown.

  1. Be Proactive. Realize you’re the programmer, and that YOU write the program.
  2. Begin with the end in mind. Now, go write the program.
  3. Put first things first. You’ve written the program. Organize and execute around what you’ve written.
  4. Think Win-Win. Seek third solutions that leave everyone happy.
  5. Seek first to unerstand, then to be understood. Listen more than you talk.
  6. Synergize. Use the team around you. Build on strengths. Accentuate the positive.
  7. Sharpen the Saw. It’s not over when you accomplish something. Stay sharp. Grow.

Principle-centered living means having a set of “operating instructions” that you can execute in any setting. If you’re on an island, you can do most of the stuff that’s in your instructions, just the same as if you’re in a busy office building in Singapore.

The thoughts and ideas I laid out in the other post with “streams” and the like are anchored to these compass settings I’ve built into my general self. So, I have a strong sense of family in my compass. I’ve got a sense of what I want to do with communities. I’ve got a sense of what matters to me with my work life. I know how I should better my finances. And I understand what should be the state of my physical health and well-being.

Every goal I’ve set for myself since 1995 relates to the sense of those compass settings. Sometimes, I adjust what matters to that compass, but I always align myself to a set of operating instructions instead of to set micro goals. If you re-read my post on planning and time horizons, you’ll see that I haven’t laid out specific targets. Instead, you’ll read that I have aspirations in those various areas.

Signal to Noise

Most of our lives are filled with mental clutter. We have music, tv, movies, games, comics, books, groups, clubs, friends, hobbies, sports, email, cell phones, business trips, and other vocations to fill our skulls and our waking hours. We’ve got complex social relationships involving online “friends” we’ve never shaken hands with or hugged, and we’ve got plenty of other ways to chew into our mental calories and thought processes.

By building a compass setting of the things that matter to me, and trying hard to align my actions, time and effort to that compass, I work hard to move things forward. Those of you who’ve gotten to know me know that I operate on a lot of things at the same time, and that I’m good at working tirelessly at a lot of projects simultaneously. I use my efforts in setting my guiding points to ensure that I’m doing the right things and spending the appropriate time and energy on the things I believe matter most to me.

Course Corrections

Covey points out that when an airplane travels from Boston to Los Angeles, it is off-course 90% of the journey. The majority of the time that the plane is in the air, then, is spent making course corrections. He says life is like this as well. So, I take time often to consider the goals I’ve set for myself within the boundaries of my internal compass, and I consider whether I’m on course. These corrections are how I get closer to the vision in my head of what I consider success.

Aim High

The last part of my planning and goal-setting efforts involves a quote I read somewhere (and I forget where). Essentially, set your goals high, even if you only hit halfway, because if you set them low, you might not even reach THAT goal. This has served me well in life. When I hadn’t run an inch, I decided I’d train to run a marathon. I was successful. When I started setting smaller goals, I fell off the fitness wagon entirely.

Everything of value I’ve ever done in my life came from setting a goal so high that I *might* achieve it, but that I very likely wouldn’t. This has led to lots of successes that I doubted myself capable of achieving, but that then fueled further successes. My career today is largely a part of my efforts using the system I sketched out above.

Wrapping Up

If you want the short-hand to everything I just wrote, here it is:

Figure out what matters the most to you. Focus on it. And then do THAT as often as possible.

Yep. That’s it. I work hardest to accomplish things that I believe relate to what matters most to me. This seems like a “duh” thing to say, but ask yourself how closely your day-to-day efforts match this model.

Let me know if I can help you with anything.

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  • Excellent post. The 7 Habits is one of my favorite books to give away and re-purchase, and julien's post reminded me that I did listen to the audiobook at one point as well.

    Michael, regarding your post: a friend of mine once picked up my copy of The 7 Habits and made a similar observation--that it was common sense. When I thought to argue, I realized that he was right, and I think that's exactly why it's been the quintessential "self-help" book for years. It's common sense. And in this world, common sense is good to review from time to time.

    While I'm commenting, I'd like to plug another common sense "self-help" book that I've reviewed from time to time, sometimes off the wagon: Body for Life by Bill Phillips (bodyforlife.com). Someone at PodCamp asked me about lifting, and this book would contain my answer to any workout question.
  • The most useful thing for me from Covey was to understand what is urgent as opposed to what is important.
  • hey dude, this was awesome. just so you know, you inspired me to put the 7 habits audiobook back on to my ipod tonight and go out and listen to it for a while. awesome. follow up on this post!
  • Thanks for sharing Chris. This is important / vital stuff.
  • It takes a long time learning lessons before you believe them, and then act on them and make them part of your life.
    I am a firm believer that we should all discover our strengths (whether you believe in the positive psychology movement a la Don Clifton and Marcus Buckingham or not) and then once you know them, it becomes easier to implement them. Now that I have my strengths articulated to myself, it becomes so much easier to use them in day to day life. Doing the things we're good at and that matter to us- that give us that rush we get from "cognitive activation"- when our brains are running at 60 mph or higher with no signs of slowing down, ideas spinning off the flywheel.... This is what makes life fun. Doing things that make us feel like we are drowning in frustration, bureaucracy, or other non-productive situations are the ones that cause burn-out. Burn-out is hitting your head against a brick wall going no where, not working "too hard" or "too long"- When we do the things we're good at, it doesn;t really feel like work!
    Finding your center can be tricky, and finding balance equally so. Sometimes it requires recognizing that in the short run,things may be crazy for long term gains.
    The only other trick is the locus of control- what can you outsource? We need to have people we trust in our lives, (work and home) and be willing to ask for help, while giving the people we trust the opportunity to help us, without keeping a hold over all the petty details. Micromanaging is not the same thing as quality control- many a housewife has screwed herself out of help from her husband by insisting he "can't do it right..." and many a workplace is unproductive because the boss just can't seem to trust the loyal people working for him, and they gradually lose their loyalty and respect for the boss.... bad news for everyone involved.
    So the best advice I can give on these life topics is to trust others, ask for help, and give help generously- do unto others, really. Along with a general WYSIWYG policy, works for me.
  • Thanks CBro - somehow I think that I already knew all of that, live my life that way, etc. but it is certainly good to gleen some kind of confirmation from reading it again.

    Justin, within your answer lies another paradox - how does one find the way which merges the two?

    A few months ago someone told me that you need to kiss a bunch of frogs before you find the right one.

    In that quest to find the right person(s) who could facilitate the merger of what matters to you most and paying the bills the true test of your passion will take place.

    The only thing that I can say for sure is that giving up the quest only guarantees that nothing will ever happen.

    Of all of the biographies of successful people that I have read, the stories are very similar in that they never gave up and finally things turned around.

    I only hope that I'm almost finished living through the first chapter of my own biography.
  • Good advice.

    Q: What happens when what matters most to you isn't paying the bills?

    (A: Find a way to merge the two, I think.)
  • If your readers have not read 7 Habits, they should...

    Dog -> Meat -> Salivate

    Values Based.

    They'll get it after they read it.
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