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Back to Basics: Your Calendar

Back to Basics: Your Calendar

One of the first things people do when they make the decision to “get organized” is buy some kind of calendar. It might be a dayplanner, a desktop “blotter-pad” calendar, a Palm or Blackberry, or some other kind of device or system they can schedule all their appointments and obligations in.

Most of us instinctively understand that the key to good time management is knowing where to be and what to be doing there at any given time. And we also recognize that our ability to keep track of all our obligations in our head is severely limited.

Effective calendar management goes hand in hand with good task list management. While a task list is a great moment-to-moment tool, a calendar is much better at presenting “the big picture”. With a glance, you can see a day, a week, a month, even a year at a time, allowing for both short-term and long-term planning in a way that a task list can’t.

What kind of calendar?

The functional requirements of a calendar are pretty basic: Your calendar should be easy to write in, easy to read, and available whenever you need it. How those criteria are going to be best met is really up to you, based on your own personality.

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In general, calendars fall into three broad categories: paper calendars like dayplanners and Moleskine planners, computer programs like Outlook and Sunbird, and online calendars like Google Calendar and 30 Boxes. Each type of calendar has its own pros and cons.

Paper Calendars

Pros:

  • Great for people who think best with a pen or pencil in hand
  • Easy to use, minimal learning curve
  • No special technology needed
  • Never runs out of batteries

Cons:

  • Difficult to share with other people or move data to another system
  • Limited physical space makes scheduling far in advance difficult
  • Recurring events need to be entered by hand
  • Can be lost; backup strategies are awkward at best (e.g. photocopies)
  • Needs to be replaced every year

Computer-based Calendars

Pros:

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  • Appointments and recurring events are easy to create
  • Data can be exported to or imported from other systems
  • Events can be emailed to other people
  • Many programs allow rules to be set up determining, for example, what information is public and what is not
  • Notes, files, and other information can be added indefinitely
  • Can schedule events easily years in advance
  • Data can be backed up regularly

Cons:

  • Data corruption is possible, altering or even deleing events
  • Too many options can make simple event scheduling complicated
  • Need physical access to your computer or PDA/smartphone to see schedule
  • On PDAs: batteries can fail, leaving you calendar-less
  • Steeper learning curve than paper
  • Dependent on technology

Online Calendars

Pros:

  • Access anywhere you have an Internet connection, including public computers
  • Share your calendar or part of your calendar easily
  • Some, like Google Calendar, have natural language scheduling, allowing phrases like “lunch with Tom tomorrow at noon” to be translated into calendar entries
  • Exchange data with other online services, like task lists, web sites, RSS readers, weather services, news sites, etc.

Cons:

  • Security concerns: are you comfortable allowing Google to (potentially) read your calendar entries?
  • Security vulnerabilities: calendar could be open to unauthorized access
  • You might be without Internet service, or the site could go down
  • At the mercy of host’s business plan – they could go under, taking your data with them

My setup: a hybrid calendar system

I use a combination of software-based and online calendars. My primary calendar is kept in Outlook (totally square, I know!). I also have an online calendar with Google. Thanks to Google Calendar Sync, a program that runs in my taskbar and synchronizes my Outlook and Google calendars, both calendars are kept up to date.

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I sync my Blackberry with Outlook, which means I always have a copy of schedule with me. If I add events on the Blackberry, they get synced to Outlook when I connect to my PC, and those changes get uploaded to Google when Google Calendar Sync runs. I also have my Outlook .pst file (where the calendar and all other Outlook data is stored) set to save to an external drive every night. So I have multiple redundancies in case any part of the system fails. (I also print a hard copy from Outlook if I’m going to be out of town, just in case my Blackberry breaks and I can’t find a computer to check my Google calendar.)

What goes on your calendar?

There are two philosophies about how to use your calendar. The first, which is recommended by David Allen in Getting Things Done, is to only put in your calendar those events which have to happen at that time – meetings, appointments, scheduled phone calls, etc. The rest of the time, you’re working from your task lists according to your sense of what the most important thing to work on right now is.

I disagree with that approach, though I admit it seems to work for many people. But I believe in scheduling everything – appointments and meetings, but also blocks of time for email or phone calls, meals, travel time, and most importantly, “project time”. Project time is a block of time devoted to making progress on some active project I’m working on at the moment. If I don’t schedule that kind of stuff, I know the relatively trivial stuff will expand to fill all the space between my (rare) scheduled events – and I won’t find time for the important stuff.

To be honest, that probably isn’t too far from the spirit of GTD, even if it’s against the “letter or the law” as set down in Allen’s books. Working on projects often is something that has to be done at a set time, or it doesn’t get done. Working on email is the opposite – if it’s not done only during the times I schedule, it can easily fill the whole day.

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My advice, then, is to determine what absolutely has to be done each week and schedule all of it – and stick to the schedule. That means you give everything you’ve scheduled the full block of time allowed to it – but not more than that. Use a timer, if necessary. The point of using a calendar isn’t just to make sure you work on your important tasks at set times during the week, it’s also to make sure you leave adequate time for the stuff that can’t be easily scheduled – time “off the clock”, enjoying yourself.

Your calendars

What about you? Are you a fan of paper, software, or “in the cloud” calendars? What’s your setup? And how do you use your calendar to keep yourself on track? Tell your calendar story in the comments.

Featured photo credit: Pexels via pexels.com

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The Gentle Art of Saying No

The Gentle Art of Saying No

No!

It’s a simple fact that you can never be productive if you take on too many commitments — you simply spread yourself too thin and will not be able to get anything done, at least not well or on time.

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But requests for your time are coming in all the time — through phone, email, IM or in person. To stay productive, and minimize stress, you have to learn the Gentle Art of Saying No — an art that many people have problems with.

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What’s so hard about saying no? Well, to start with, it can hurt, anger or disappoint the person you’re saying “no” to, and that’s not usually a fun task. Second, if you hope to work with that person in the future, you’ll want to continue to have a good relationship with that person, and saying “no” in the wrong way can jeopardize that.

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But it doesn’t have to be difficult or hard on your relationship. Here are the Top 10 tips for learning the Gentle Art of Saying No:

  1. Value your time. Know your commitments, and how valuable your precious time is. Then, when someone asks you to dedicate some of your time to a new commitment, you’ll know that you simply cannot do it. And tell them that: “I just can’t right now … my plate is overloaded as it is.”
  2. Know your priorities. Even if you do have some extra time (which for many of us is rare), is this new commitment really the way you want to spend that time? For myself, I know that more commitments means less time with my wife and kids, who are more important to me than anything.
  3. Practice saying no. Practice makes perfect. Saying “no” as often as you can is a great way to get better at it and more comfortable with saying the word. And sometimes, repeating the word is the only way to get a message through to extremely persistent people. When they keep insisting, just keep saying no. Eventually, they’ll get the message.
  4. Don’t apologize. A common way to start out is “I’m sorry but …” as people think that it sounds more polite. While politeness is important, apologizing just makes it sound weaker. You need to be firm, and unapologetic about guarding your time.
  5. Stop being nice. Again, it’s important to be polite, but being nice by saying yes all the time only hurts you. When you make it easy for people to grab your time (or money), they will continue to do it. But if you erect a wall, they will look for easier targets. Show them that your time is well guarded by being firm and turning down as many requests (that are not on your top priority list) as possible.
  6. Say no to your boss. Sometimes we feel that we have to say yes to our boss — they’re our boss, right? And if we say “no” then we look like we can’t handle the work — at least, that’s the common reasoning. But in fact, it’s the opposite — explain to your boss that by taking on too many commitments, you are weakening your productivity and jeopardizing your existing commitments. If your boss insists that you take on the project, go over your project or task list and ask him/her to re-prioritize, explaining that there’s only so much you can take on at one time.
  7. Pre-empting. It’s often much easier to pre-empt requests than to say “no” to them after the request has been made. If you know that requests are likely to be made, perhaps in a meeting, just say to everyone as soon as you come into the meeting, “Look guys, just to let you know, my week is booked full with some urgent projects and I won’t be able to take on any new requests.”
  8. Get back to you. Instead of providing an answer then and there, it’s often better to tell the person you’ll give their request some thought and get back to them. This will allow you to give it some consideration, and check your commitments and priorities. Then, if you can’t take on the request, simply tell them: “After giving this some thought, and checking my commitments, I won’t be able to accommodate the request at this time.” At least you gave it some consideration.
  9. Maybe later. If this is an option that you’d like to keep open, instead of just shutting the door on the person, it’s often better to just say, “This sounds like an interesting opportunity, but I just don’t have the time at the moment. Perhaps you could check back with me in [give a time frame].” Next time, when they check back with you, you might have some free time on your hands.
  10. It’s not you, it’s me. This classic dating rejection can work in other situations. Don’t be insincere about it, though. Often the person or project is a good one, but it’s just not right for you, at least not at this time. Simply say so — you can compliment the idea, the project, the person, the organization … but say that it’s not the right fit, or it’s not what you’re looking for at this time. Only say this if it’s true — people can sense insincerity.

Featured photo credit: Pexels via pexels.com

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