Advertising
Advertising

How to Create a To-Do List that Makes You Smile

How to Create a To-Do List that Makes You Smile

It’s 6:00 am. You have just woken up and are ready to take a shower. After the showering, it’s time to eat breakfast, catch the news by reading the morning paper, and then start your work.

You are feeling wonderful, relaxed, and happy. You have very high expectations for the day and you want to be as productive as possible.

Fast forward to 2 pm the same day. You are working in a rush and you barely had a chance to take a lunch break.

You start to feel a bit stressed and tired because of the busy schedule. Besides, it seems that you have to go back to certain tasks and fix them, because you didn’t have time to focus on them properly.

The day which started so fine has turned into a stressful one. You just jump from one task to another – as quickly as possible – without doing anything properly.

You wish you’d find a reset button, so that you could start your day from all over – with a different strategy.

Advertising

Being too optimistic can be a burden

What you probably experienced was this: you planned your day the night before and you felt you were on top of your tasks.

However, things started to go wrong when you kept adding tasks after each other to your list and finally your task list was many miles long. Your list also contained tasks which were pretty much impossible to get done in one day.

The other point which contributed to your hectic and stressful day was not understanding how much time completing a particular task would take and when to execute the task. If you had this information, it would have been easier to figure out the right timing for executing the task.

Finally, there really wasn’t any flexibility in your plans. You forgot to add a buffer between tasks and understand that certain tasks are much larger than what they seem outside.

But you know what – these reasons alone weren’t the main reason for your stress and busyness …

Do you really know what you are supposed to do?

How much time did you actually spent on planning your day – was it just 5 minutes while the television set was distracting you?

Advertising

If so, then this was probably the biggest reason why your day became so stressful.

When you plan your days, you should truly understand the tasks you are about to do – and what it takes to accomplish them. This is necessary especially with important tasks, because you are able to make progress with the tasks that matter the most.

The lack of time spent on planning will also be shown as too many big tasks stuffed to your daily list. If you haven’t broken down the task into smaller pieces, it’s probable that you are not going to get them done during the day. This in turn makes you to beat yourself for not completing your task list.

Finally, don’t treat creating a task list just like some secondary thing that you try to do as quickly as possible. In fact, when you pay more attention to your next day’s task list, the more likely is the list going to be realistic and less stressful for you.

Components of a good task list

When I talk about a good task list; I consider these characteristics to be part of it:

  • Balanced: the task list contains both important and less important tasks. Let’s face it: although we all would like to work on just important tasks ( e.g. goal related ones), we have to take care of the less important tasks as well (like running errands, taking care of your household or other everyday stuff).
  • Enough flexibility: What happens when you have planned a task, but you are unable to take care of it? Do you have a plan B in place? If not, try to figure out the alternative action you can take in these scenarios.
  • Time for transitions: Understand that transition times also eat your time. Make sure that when you plan your task list, this time is also included in your plans. Adding some extra buffer between tasks will make your list more flexible and realistic.
  • Not too many tasks for one day: Giving you an exact figure on how many tasks you should have on your daily list is difficult. It depends of your situation but I’m willing to say that anything between 5-10 tasks should be enough for a day. Understand that certain tasks are very quick to take care of so it’s easier to include more tasks on certain days. Just make sure that there are also important tasks on the list so that you are able to move on with your bigger projects.
  • Shield of protection: Build a shield of protection around your task list, so that as few tasks as possible can land to your list and that the number of items on your list won’t increase during the day. In the first case, try to eliminate the sources for your tasks. This is done by reducing your commitments and limiting the projects you have. The fact is that the more commitments (or projects) you have, the more likely they are going to end up as tasks for your daily list. In the second case, make your list a closed one. I learned this concept by reading a book by Mark Forster. In order to create a closed task list, all you have to do is to draw a line under the last task on the list. When you have done this, you are not allowed to add any new tasks to your list during the day. This ensures that the number of tasks is actually decreasing as the day goes on.

Now, let’s create a to-do list that makes you smile

To make a list that you can actually accomplish the next day, do the following:

Advertising

  1. Eliminate the tasks. Go through your commitments and decide if you really need each one. For instance, I was an active member of our local computer club in my hometown, but then I realized that I don’t have enough time for that activity anymore. Although I’m still a member of the club, I don’t participate in its activities anymore. This has eliminated the tasks related to that commitment.
  2. Take your time to plan the list. Don’t rush creating your task list – spend some time on the planning phase. If required, “isolate yourself” for the planning part by going to a separate room in your home (or even going outside your home). This way you can actually think the tasks thorough before you enter them onto your list. Try to spend at least 15 minutes with your list when you plan it.
  3. Move important tasks to the beginning. When planning your day, make sure that the important tasks are at the beginning of your list. This ensures that you get those tasks done as quickly as possible. For instance, as a blogger, I make sure I have the content creation tasks at the beginning of my list. As soon as I wake up, I attack those tasks immediately and they get done before I go to work.
  4. Track the recurring tasks. You might have recurring tasks on your list, but do you know how much time they take to accomplish? If you don’t, make sure you do some time tracking to figure it out. This helps you to plan your day better, as you know how much time a task takes and if there is a certain time slot in your daily schedule, when the task could be executed.
  5. Batch the similar tasks. Look at your list and realize if there are similar tasks that you can batch-process. This way you can get certain tasks off your list faster and easier.
  6. Define the tasks in more detail. Don’t just include a task like “Build a website” on your list; make sure you have broken the task to smaller pieces. The smaller the tasks are, the easier it is to take accomplish them.
  7. Do some prep work in advance. Make sure that you prepare for certain tasks in advance. For instance, I write the outlines for my guests post on Sundays, so that it’s easier (and faster) for me to start writing the actual posts when I wake up. With a little bit of prep work, I speed things up and make sure tasks get done when the right day comes.
  8. Automate the maintenance. Naturally you could use a pen and paper approach to your task list, but try to take advantage of technology too. In fact, try to find a tool that takes care of the maintenance of your task list for you. My preferred tool is Nozbe, but there are other task management applications that you can try too.

Know your task types and your schedule

Finally, when you plan your day, ask yourself these questions:

  • What else do I have on the schedule?
  • Is the task a gatekeeper?
  • Do I have icebergs on my list?
  • Is the task distraction-proof?

The first questions refer to your personal schedule. For instance, if you are travelling, make sure that your list reflects to this fact. Don’t try to “overstuff” your list with too many tasks, since it’s more likely you get only a fraction of them done.

The second question asks if the task is blocking other tasks to be executed. Every once in a while we might have a task, which has to be taken care of first. After you have done that, only then you can take care of the sequential tasks. When you focus on creating your task list in a focused manner, you’ll be able to spot the gatekeepers easily.

The third question asks if your task is actually much bigger than what it seems. Sometimes when you start working on a task, you’ll soon realize that it’s much bigger than what you initially thought (compare them to icebergs, where only the tip of the iceberg is above the sea level, but the majority of the ice is below the water).

Once again, when you focus enough on your task list during the creation phase, it’s easier to spot these “icebergs” and split the tasks into smaller, much more manageable chunks.

The final question asks if the task is distraction-proof. The fact is that not all the tasks are created equal: some tolerate more distraction, while others require your full attention.

Advertising

For instance, I can check my Twitter stream or do simple blog maintenance even when I’m around my family. These tasks are distraction-proof and I can take care of them – even if I don’t have my full attention on them.

In Conclusion

If you still have a hard time of achieving your daily tasks, make sure that you analyze the reasons why this happened. If anything, do not beat yourself up for not finishing your task list.

No one is perfect and we can learn from our mistakes.

It takes a bit practice to create a “smiling” task list. However, once you learn to put all the pieces together, things are going to look much better :)

Over to you: How do you create an effective task list?

Featured photo credit: young woman via Gettyimages

More by this author

Timo Kiander

Productivity Author and Founder of Productive Superdad

What Is FOMO (And How to Get Over It) Do You Do This Common Mistake When You Start Working on Your Tasks? 9 Valuable Lessons Learned After Writing My First Book How to Create a To-Do List that Makes You Smile Agreeing on Deadlines With Yourself Just Doesn’t Work: Here’s What Does

Trending in Productivity

1 How To Write Effective Meeting Minutes (with Examples) 2 How Are Daily Rituals Different from Daily Routines? 3 7 Essential Success Tips to Achieve What You Want in Life 4 Deep Work: 9 Grounding Rules to Stay Focused 5 7 Reminders When You’re Making Life Choices

Read Next

Advertising
Advertising
Advertising

Last Updated on September 30, 2019

How To Write Effective Meeting Minutes (with Examples)

How To Write Effective Meeting Minutes (with Examples)

Minutes are a written record of a board, company, or organizational meeting. Meeting minutes are considered a legal document, so when writing them, strive for clarity and consistency of tone.

Because minutes are a permanent record of the meeting, be sure to proofread them well before sending. It is a good idea to run them by a supervisor or seasoned attendee to make sure statements and information are accurately captured.

The best meeting minutes takers are careful listeners, quick typists, and are adequately familiar with the meeting topics and attendees. The note taker must have a firm enough grasp of the subject matter to be able to separate the important points from the noise in what can be long, drawn-out discussions. And, importantly, the note taker should not simultaneously lead and take notes. (If you’re ever asked to do so, decline.)

Following, are some step-by-step hints to effectively write meeting minutes:

1. Develop an Agenda

Work with the Chairperson or Board President to develop a detailed agenda.

Meetings occur for a reason, and the issues to be addressed and decided upon need to be listed to alert attendees. Work with the convener to draft an agenda that assigns times to each topic to keep the meeting moving and to make sure the group has enough time to consider all items.

The agenda will serve as your outline for the meeting minutes. Keep the minutes’ headings consistent with the agenda topics for continuity.

2. Follow a Template from Former Minutes Taken

If you are new to a Board or organization, and are writing minutes for the first time, ask to see the past meeting minutes so that you can maintain the same format.

Generally, the organization name or the name of the group that is meeting goes at the top: “Meeting of the Board of Directors of XYZ,” with the date on the next line. After the date, include both the time the meeting came to order and the time the meeting ended.

Advertising

Most groups who meet do so regularly, with set agenda items at each meeting. Some groups include a Next Steps heading at the end of the minutes that lists projects to follow up on and assigns responsibility.

A template from a former meeting will also help determine whether or not the group records if a quorum was met, and other items specific to the organization’s meeting minutes.

3. Record Attendance

On most boards, the Board Secretary is the person responsible for taking the meeting minutes. In organizational meetings, the minutes taker may be a project coordinator or assistant to a manager or CEO. She or he should arrive a few minutes before the meeting begins and pass around an attendance sheet with all members’ names and contact information.

Meeting attendees will need to check off their names and make edits to any changes in their information. This will help as both a back-up document of attendees and ensure that information goes out to the most up-to-date email addresses.

All attendees’ names should be listed directly below the meeting name and date, under a subheading that says “Present.” List first and last names of all attendees, along with title or affiliation, separated by a comma or semi-colon.

If a member of the Board could not attend the meeting, cite his or her name after the phrase: “Copied To:” There may be other designations in the participants’ list. For example, if several of the meeting attendees are members of the staff while everyone else is a volunteer, you may want to write (Staff) after each staff member.

As a general rule, attendees are listed alphabetically by their last names. However, in some organizations, it’s a best practice to list the leadership of the Board first. In that case, the President or Co-Presidents would be listed first, followed by the Vice President, followed by the Secretary, and then by the Treasurer. Then all other names of attendees would be alphabetized by last name.

It is also common practice to note if a participant joined the meeting via conference call. This can be indicated by writing: “By Phone” and listing the participants who called in.

4. Naming Convention

Generally, the first time someone speaks in the meeting will include his or her name and often the title.

Advertising

For example, “President of the XYZ Board, Roger McGowan, called the meeting to order.” The next time Roger McGowan speaks, though, you can simply refer to him as “Roger.” If there are two Rogers in the meeting, use an initial for their last names to separate the two. “Roger M. called for a vote. Roger T. abstained.”

5. What, and What Not, to Include

Depending on the nature of the meeting, it could last from one to several hours. The attendees will be asked to review and then approve the meeting minutes. Therefore, you don’t want the minutes to extend into a lengthy document.

Capturing everything that people say verbatim is not only unnecessary, but annoying to reviewers.

For each agenda item, you ultimately want to summarize only the relevant points of the discussion along with any decisions made. After the meeting, cull through your notes, making sure to edit out any circular or repetitive arguments and only leave in the relevant points made.

6. Maintain a Neutral Tone

Minutes are a legal document. They are used to establish an organization’s historical record of activity. It is essential to maintain an even, professional tone. Never put inflammatory language in the minutes, even if the language of the meeting becomes heated.

You want to record the gist of the discussion objectively, which means mentioning the key points covered without assigning blame. For example, “The staff addressed board members’ questions regarding the vendor’s professionalism.”

Picture a lawyer ten years down the road reading the minutes to find evidence of potential wrongdoing. You wouldn’t want an embellishment in the form of a colorful adverb or a quip to cloud any account of what took place. Here’s a list of neutral sounding words to get started with.

7. Record Votes

The primary purpose of minutes is to record any votes a board or organization takes. Solid record-keeping requires mentioning which participant makes a motion — and what the motion states verbatim — and which participant seconds the motion.

For example, “Vice President Cindy Jacobsen made a motion to dedicate 50 percent, or $50,000, of the proceeds from the ZZZ Foundation gift to the CCC scholarship fund. President Roger McGowan seconded the motion.”

Advertising

This vote tabulation should be expressed in neutral language as well. “The Board voted unanimously to amend the charter in the following way,” or “The decision to provide $1,000 to the tree-planting effort passed 4 to 1, with Board President McGowan opposing.”

Most Boards try to get a vote passed unanimously. Sometimes in order to help the Board attain a more cohesive outcome, a Board member may abstain from voting. “The motion passed 17 to 1 with one absension.”

8. Pare down Notes Post-Meeting

Following the meeting, read through your notes while all the discussions remain fresh in your mind, and make any needed revisions. Then, pare the meeting minutes down to their essentials, providing a brief account of the discussion that summarizes arguments made for and against a decision.

People often speak colloquially or in idioms, as in: “This isn’t even in the ballpark” or “You’re beginning to sound like a broken record.” While you may be tempted to keep the exact language in the minutes to add color, resist.

Additionally, if any presentations are part of the meeting, do not include information from the Powerpoint in the minutes. However, you will want to record the key points from the post-presentation discussion.

9. Proofread with Care

Make sure that you spelled all names correctly, inserted the correct date of the meeting, and that your minutes read clearly.

Spell out acronyms the first time they’re used. Remember that the notes may be reviewed by others for whom the acronyms are unfamiliar. Stay consistent in headings, punctuation, and formatting. The minutes should be polished and professional.

10. Distribute Broadly

Once approved, email minutes to the full board — not just the attendees — for review. Your minutes will help keep those who were absent apprised of important actions and decisions.

At the start of the next meeting, call for the approval of the minutes. Note any revisions. Try to work out the agreed-upon changes in the meeting, so that you don’t spend a huge amount of time on revisions.

Advertising

Ask for a motion to approve the minutes with the agreed-upon changes. Once an attendee offers a motion, ask for another person in the meeting to “second” the motion. They say, “All approved.” Always ask if there is anyone who does not approve. Assuming not, then say: “The minutes from our last meeting are approved once the agreed-upon changes have been made.”

11. File Meticulously

Since minutes are a legal document, take care when filing them. Make sure the file name of the document is consistent with the file names of previously filed minutes.

Occasionally, members of the organization may want to review past minutes. Know where the minutes are filed!

One Caveat

In this day and age of high technology, you may ask yourself: Wouldn’t it be simpler to record the meeting? This depends on the protocols of the organization, but probably not.

Be sure to ask what the rules are at the organization where you are taking minutes. Remember that the minutes are a record of what was done at the meeting, not what was said at the meeting.

The minutes reflect decisions not discussions. In spite of their name, “minutes,” the minutes are not a minute-by-minute transcript.

Bottom Line

Becoming an expert minutes-taker requires a keen ear, a willingness to learn, and some practice, but by following these tips you will soon become proficient.

Featured photo credit: Unsplash via unsplash.com

Read Next