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Appointment bookends: Use ‘em.

Appointment bookends: Use ‘em.

I have some very simple advice for you this week which can revolutionize your workweek productivity.

It describes a habit I had fallen into out of sheer necessity when I was a corporate VP in operations, finding that appointments could easily and completely dominate my entire day if I allowed them to. My calendar was a parade of interviews, employee counseling, staff meetings, vendor appointments, and customer meet-and-greets, all those same scheduling challenges you probably have too, with people wanting or needing their piece of you. You can’t say no to them, and you may not want to, but you can get much smarter about how you schedule them.

What I’m going to describe for you is a straight-forward scheduling habit, but it takes strong will and self-discipline because it’s so easy to break. We break it because we are good at honoring appointments with everyone but ourselves.

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This is one of the first habits I teach to the managers I coach, for without exception I discover they must learn to get their time back, claiming it as their own, and giving it the degree of worth and importance it deserves. Second, they inevitably need more help with follow-up.

The objections are immediate, and are the same from everyone, nearly verbatim, “but Rosa, I just can’t afford to do this!” My response is the same too: “You can’t afford not to. Do you want your life at work to get better or not?” Once they get it, and get into it, they never give it up.

So here it is, a new habit for you to cultivate, and one you will deem priceless once it starts to work for you too— do it, and I guarantee it will work: Bookend all your appointments.

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For every appointment you place on your calendar which involves meeting with another person or group of people, schedule a half-hour beforehand as one bookend, and another half-hour afterwards as the second bookend. When using Outlook, I went so far as to label them Mua (‘before’ in Hawaiian), or ‘PREP’ and Mahope (‘after’ pronounced Ma-ho-pay) or ‘DE-BRIEF’ as totally separate entries, with the following checklists in the Notes section as my reminders.

During PREP, you do just that:

  • In a strategy of ‘paying yourself first’ focus on what you should get out of the appointment to come: Define for yourself your best possible outcome for when the appointment is over. Never ‘wing it’ in an appointment again: Claim it and Own it.
  • Gather everything you will need; strive to dazzle your appointment with how prepared you are for them, and how intentionally focused you are. Review any related documents, and make notes of the questions you can get answered during the appointment. Appointments should be people-time, not paper-time.
  • If you are about to go into a meeting, do a mental roll-call of all the people who will be there, and compile your questions and outstanding items for them, whether related to the subject matter at hand or not. This part of the habit saves so many emails and phone calls in the rest of your week; you are capitalizing on the presence of others in a proactive way.
  • Another Outlook tip on this last item: I use the Notes section of Outlook Contacts extensively to capture any conversation-agenda items I have for people. Then, this step became as easy as printing their Contact sheets and taking them with me to my meetings; notes on their responses were written on the sheets for easy processing into my system later. If my ‘Prep’ was shorter than the half-hour I’d allotted, I went to the meeting early, caught everyone as they came in, and was able to complete many if not most of my pending conversations with them.

These prep steps help you focus so much better during the appointment itself. In my Hawaiian language of intention: Mua becomes Imua, going forward with strong momentum.

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During DE-BRIEF, you do just that:

  • Again, take care of your own needs first: Write down your de-brief of whatever memory you need to capture from the appointment. Grab your take-aways and lessons learned; reflect and rejuvenate.
  • Process your notes and get any new data you’ve captured into your system; file, calendar, replace and delete as you need to: The goal here is that meeting and appointment data by-passes your inbox and is immediately processed. Any new paperwork generated gets done or gets started when fresh in mind.
  • Get your jump-start on follow-up: Brainstorm all related next-actions related to the appointment or meeting you just had, and calendar what you can, including appointments with yourself— time blocked for those priorities you deem most important.
  • Use whatever time remains in that half-hour to get something done. Choose from that list of next actions you just wrote down, and do them.

The strategy here is working proactively with full mindfulness. When the appointment was a significant one —you know which are key for you and which are not— my De-brief bookend was a full hour; I wanted and needed my most important work to get done!

Important coaching, and where your will and discipline come in: These bookends are just that, bookends and not cushions of extra time. You must discipline yourself to start and end your meetings and appointments on time, keeping them efficiently focused as well.

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I can hear most of your objections now; believe me, I’ve already heard them all. But you ignore this advice at your own peril. Start as you can: Many of my execs will squeeze themselves into the habit little by little, starting their appointment bookends with every new booking which comes on those calendar days which are weeks into the future. They’ll call me after the random one they’ve done, saying, “Rosa, these appointment bookends are golden!” and that glorious day comes when the habit is firmly entrenched and they never ever go back.

You can do it too: Get your time back. Imua!

Related Articles:

Rosa Say is the author of Managing with Aloha, Bringing Hawaii’s Universal Values to the Art of Business and the Talking Story blog. She is also the founder and head coach of Say Leadership Coaching, a company dedicated to bringing nobility to the working arts of management and leadership. For more of her ideas, click to her Thursday columns in the archives, or download her manifesto: Managing with Aloha on ChangeThis.com.

Rosa’s Previous Thursday Column was: What would your banner say?

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Rosa Say

Rosa is an author and blogger who dedicates to helping people thrive in the work and live with purpose.

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Last Updated on June 3, 2020

How to Write SMART Goals (With SMART Goals Templates)

How to Write SMART Goals (With SMART Goals Templates)

Everyone needs a goal. Whether it’s in a business context or for personal development, having goals help you strive towards something you want to accomplish. It prevents you from wandering around aimlessly without a purpose.

But there are good ways to write goals and there are bad ways. If you want to ensure you’re doing the former, keep reading to find out how a SMART goals template can help you with it.

The following video is a summary of how you can write SMART goals effectively:

What Are SMART Goals?

SMART Goals

refer to a way of writing down goals that follow a specific criteria. The earliest known use of the term was by George T. Doran in the November 1981 issue of Management Review, however, it is often associated with Peter Drucker’s management by objectives concept.[1]

SMART is an acronym that stands for Specific, Measurable, Attainable, Relevant, and Time-bound. There are other variations where certain letters stand for other things such as “achievable” instead of attainable, and “realistic” instead of relevant.

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What separates a SMART goal from a non-SMART goal is that, while a non-SMART goal can be vague and ill-defined, a SMART goal is actionable and can get you results. It sets you up for success and gives you a clear focus to work towards.

And with SMART goals comes a SMART goals template. So, how do you write according to this template?

How to Write Smart Goals Using a SMART Goals Template

For every idea or desire to come to fruition, it needs a plan in place to make it happen. And to get started on a plan, you need to set a goal for it.

The beauty of writing goals according to a SMART goals template is that it can be applied to your personal or professional life.

If it’s your job to establish goals for your team, then you know you have a lot of responsibility weighing on your shoulders. The outcome of whether or not your team accomplishes what’s expected of them can be hugely dependant on the goals you set for them. So, naturally, you want to get it right.

On a personal level, setting goals for yourself is easy, but actually following through with them is the tricky part. According to a study by Mark Murphy about goal setting, participants who vividly described their goals were 1.2 to 1.4 times more likely to successfully achieve their goals.[2] Which goes to show that if you’re clear about your goals, you can have a higher chance of actually accomplishing them.

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Adhering to a SMART goals template can help you with writing clear goals. So, without further ado, here’s how to write SMART goals with a SMART goals template:

Specific

First and foremost, your goal has to be specific. Be as clear and concise as possible because whether it’s your team or yourself, whoever has to carry out the objective needs to be able to determine exactly what it is they are required to do.

To ensure your goal is as specific as it can be, consider the Ws:

  • Who = who is involved in executing this goal?
  • What = what exactly do I want to accomplish?
  • Where = if there’s a fixed location, where will it happen?
  • When = when should it be done by? (more on deadline under “time-bound”)
  • Why = why do I want to achieve this?

Measurable

The only way to know whether or not your goal was successful is to ensure it is measurable. Adding numbers to a goal can help you or your team weigh up whether or not expectations were met and the outcome was triumphant.

For example, “Go to the gym twice a week for the next six months” is a stronger goal to strive for than simply, “Go to the gym more often”.

Setting milestone throughout your process can also help you to reassess progress as you go along.

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Attainable

The next important thing to keep in mind when using a SMART goals template is to ensure your goal is attainable. It’s great to have big dreams but you want your goals to be within the realms of possibility, so that you have a higher chance of actually accomplishing them.

But that doesn’t mean your goal shouldn’t be challenging. You want your goal to be achievable while at the same time test your skills.

Relevant

For obvious reasons, your goal has to be relevant. It has to align with business objectives or with your personal aspirations or else, what’s the point of doing it?

A SMART goal needs to be applicable and important to you, your team, or your overall business agenda. It needs to be able to steer you forward and motivate you to achieve it, which it can if it holds purpose to something you believe in.

Time-Bound

The last factor of the SMART goals template is time-bound (also known as “timely”). Your goal needs a deadline, because without one, it’s less likely to be accomplished.

A deadline provides a sense of urgency that can motivate you or your team to strive towards the end. The amount of time you allocate should be realistic. Don’t give yourself—or your team—only one week if it takes three weeks to actually complete it. You want to set a challenge but you don’t want to risk over stress or burn out.

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Benefits of Using a SMART Goals Template

Writing your goals following a SMART goals template provides you with a clearer focus. It communicates what the goal needs to achieve without any fuss.

With a clear aim, it can give you a better idea of what success is supposed to look like. It also makes it easier to monitor progress, so you’re aware whether or not you’re on the right path.

It can also make it easier to identify bottlenecks or missed targets while you’re delivering the goal. This gives you enough time to rectify any problems so you can get back on track.

The Bottom Line

Writing goals is seemingly not a difficult thing to do. However, if you want it to be as effective as it can be, then there’s more to it than meets the eye.

By following a SMART goals template, you can establish a more concrete foundation of goal setting. It will ensure your goal is specific, measurable, attainable, relevant, and time-bound—attributes that cover the necessities of an effectively written goal.

More Tips About Goals Setting

Featured photo credit: Estée Janssens via unsplash.com

Reference

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