Managing Your To-Do List

Over the past couple of months, I’ve been meeting with our Inner Circle Members for their Initial Coaching Call and have found a recurring theme… many are struggling with how to manage their “To-Do’s”. I’ve shared the tips and processes that personally work for me to stay on track. I thought there may be others who are frustrated with their current system (or lack of system) and would love a few suggestions to manage their “To Do” list.

Before I share my tips for creating and managing your schedule, let me preface this by saying I am not the most organized person. I LOVE my post-it notes and have more little pieces of paper lying around than should be considered legal! I have worked hard to come up with a system that works for me and was surprised that several of my teammates at iBloom use a similar one.

To get started, I use my iBloom Life & Business planner to control my monthly/weekly/daily “To-Do’s”.  If you don’t have our iBloom Life & Business planner, you can still break your “To-Do’s” down in a similar fashion using a notebook OR if you are interested in our planner, click here to learn more. At the top of each weekly page, there is a section that is broken up into 7 sections. I use these as the main categories for my weekly “To-Do’s”.  This is where I list all my responsibilities and projects for that week.

Here are my categories. Most of them remain the same week to week, but I am flexible and change them as needed:

1.     Blogs {I upload all of the iBloom blog posts to our website and personally write two posts per month}

2.     1:1 Clients {these are my Inner Circle Member Initial Coaching Calls and Online Starter Kit 1:1 clients}

3.     iBloom Projects

4.     VA Client #1

5.     VA Client #2

6.     Personal {this is where I list special errands, family extras, shopping lists, etc}

7.     Prayer Requests

Under each category is where I list the specific “To-Do’s” that I need to accomplish throughout that week.  Because I am a very visual person, this keeps me from getting overwhelmed and allows me to quickly see what needs to be done for each project/task. Then, I take that list and schedule them under my “Daily To Do’s”. For instance, I may decide I will do my writing on Wednesdays, so I transfer that task from my main category and list it under the Wednesday, “To Do”.

Next I use the section, “My Appointments”, to actually put my “To Do’s” in a time slot. So, using the example above, I may decide to write my blogs on Wednesday from 9:00-11:00 a.m.  My plan goes from the big picture, to the actual “To Do’s”, to a scheduled time. This is what allows me to make my goals a reality!

At the end of each day, I spend a little time preparing for the next day. As part of this process, I write down my “Daily To-Do’s”. I take them from the Category section and give an appointed time in the “My Appointments” section, when applicable. This makes it simple for me to start my day – everything is listed in black & white {Or maybe a little color!}.

IMG_5065  IMG_5066

When I check off each “Daily To-Do”, I highlight that “To-Do” in the Category section. Now I am able to see at a glance exactly what still needs to be added to my “Daily To-Do’s” throughout the week. This keeps me focused on the goals I set out to accomplish that week and allows me to manage and complete the necessary tasks.

This process may seem redundant to some people, but it helps me look at the big picture and then break it down into manageable tasks and appointments that actually get scheduled in my planner.

How do you keep yourself organized with your “To-Do’s”? Share below what system works for you. I love learning from others and I’m always open to tweaking my current system!

Dawn Wilkerson

Dawn Wilkerson has a black belt in client care. She helps the iBloom Team and our customers not only get it together but also remember where we put it. From techie to tedious, whatever your crisis, Dawn specializes in the details and she will help you get it fixed (or find the person who can) so that YOU can get back to work.

Comments

  1. Kim Hawkins says:

    I love that you schedule your prayer requests. As many times I get prayer requests throughout the week; I pray as soon as the request is made then I write their name at the bottom of the page in my planner in the orange box. At the end of the week I prayer over all the requests.

    I also keep a running list of things that I can do at anytime and when my schedule at the RV office allows, I slip these items into my time block designated as RV office time. Now that we are out of season it is easy to squeeze in things that are not time sensitive during the early part of my weekdays. Thanks for sharing your tips Dawn.

  2. I love the breakdown of your To Do List. I’m pretty good at planning, but just need to be more consistent. I need to get better at planning my day the night before. Generally, I outline my week on Sunday and then try to use my nights to review for the following day. Thanks for the inspiration because I need to get back into being consistent!!

  3. I’m also glad to see that repetition works for others as well and I’m not over-doing it. I need to get the message at every turn. I also need that constant reminder. The end of the day feels so much better when I can tic things off my list and see how the path put me one step closer to my objectives.

  4. LaDonna Harris says:

    I use a similar system but it’s electronic. I have my list of projects and under there is specific to dos. At the beginning of each week, I decide what task I will do which day and I attach a date to them. I use the ToDoist App so it syncs to all my devices and my Google account. I can add items on the run. 🙂

  5. I like that you blogged about the best use of the ibloom planner. On the category section since is lined up with the day as a column, I always found it a little confusing and was writing all over the place without a system. I thought that the column of Monday belonged to Monday all the wsy down and always found a little space to write! {You know what I mean?} Thanks, breaking it down to categories and then spread the work through to do list and schedule. Got it.

    • I am SO glad it helps Frances! I was finding many of my friends and clients were having the same problem and I was explaining it over and over again how I do it. Now it is in writing 😉

  6. I like that you blogged about the best use of the ibloom planner. On the category section since is lined up with the day as a column, I always found it a little confusing and was writing all over the place without a system. I thought that the column of Monday belonged to Monday all the way down and always found a little space to write! {You know what I mean?} Thanks, breaking it down to categories and then spread the work through to do list and schedule. Got it.

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