5 Steps toward the death of “to-do” lists (part 3…final)

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Okay…so today’s post has pushed me to my WordPress limits. As a rookie blogger/formatter, I’ve tried my best to make this happen to answer your questions and show you this process and it’s not pretty…but, here goes.

For any of this to make sense, it would be best to refer back to part 1 and part 2.

Now, I’ll attempt to show you a graphic for each of these steps (oh, I wish I had a WordPress assistant…actually, any type of assistant would be nice):
1. I determine my roles
2. I list my weekly goals under my roles
3. I project a time for each goal
4. I block out my meetings and/or programs
5. I assign a time slot for each of my goals

I chose the above 5 steps as the clearest way to explain it (as I thought they were the most sequential and the easiest way to follow), but I prepare my personal calendar in a slightly different order, and I’ll walk you thru my process and try to answer your questions at the same time. Obviously, if you choose to try something different than the never-ending to-do list, you will have to massage these steps (and make up your own) into something that works best for you.

I have my roles already determined
This is the master page that doesn’t change. I’ve relied on the same roles for years. You’ll notice MYLC, it stands for “Making Young Lives Count” which was the name for my “outside of the church/ministry world” gig prior to Simply Youth Ministry.

I block out my meetings and/or programs
Many of these are weekly programs that are constant, some are newly assigned meetings that I’ve previously set up, and some are simply “blocks of time” that I know I want to keep open. For example, this week, I know I’m keeping open two lunches for some of the boys in my small group. I don’t know which guys I’ll be meeting with yet, but I want to leave a couple time slots open (which I’ll schedule at my small group tonight). At this point, there are no to-do’s listed…just programs and scheduled people meetings.

I list my weekly goals under my roles
When I spend time to prepare my week, I refer to a simple sheet of paper where I gather all the things that I know I need to do or the ones I want to do (which could be called a to-do list). But, instead of writing everything down in a long list and using that as my to-do list, I assign every action to one of my roles. This is what it looks like (prepare to be underwhelmed).

It’s a very simple form and I use this form to transfer over the essential items that I want/need to accomplish during the week. I know I can’t do everything, so I just choose the ones that are the most important.

I project a time for each goal
I don’t have a graphic for this action mostly because I’ve added this step over the last few years (since PDYM was published) to help me be more realistic for the final step. Previously, I would try to cram several “to-do” items in a 1 hour time slot and then be frustrated that I didn’t get everything done. Now, I add a projected time-allotment for each item so I can’t “fool myself” as easily.

I assign a time slot for each of my goals
This is my final step. The big idea here is that if I don’t treat these projects as a time appointment, I will end up doing the easiest ones first and the difficult (and often most important ones) ones will pressure me at the last minute. This pressure not only adds unneeded stress to my life, but it assures the action doesn’t get my best attention/focus.

Okay, there it is. I had a youth ministry friend recreate this form (kind of) in an excel spreadsheet that you are more than welcome to download here. If you’d like to create other tools (or a more accurate excel of the above form) that you think would be helpful for ministry leaders, I’ll be happy to attach them.

Here are the questions I heard you asking in part 1 & 2:

Tucker: “I’m very curious about how I can transfer this list to my phone and therefore my calendar.”

Me: I don’t know. I’m old school and love paper. My gathering list is a mini-piece of art that doodle on and live from. I do transfer all of my appointments to my online calendar so I have long-term record of them.

Alice: “I’m interested in how long this takes you each week to do.”

Me: Now, it takes me 15-25 minutes every week. When I first started, it could take me up to an hour (and save me several hours of non-productive pain). I actually had Cathy help me with it because I wanted to make sure I had all of the family events on the calendar. She enjoyed participating with this process because she could weigh in on things. Plus, when I didn’t manage my time it added stress to our family.

Nathan: “When do you sit down and do this?”

Me: Either late Sunday night or some time Monday. I prefer to do it Sunday so I don’t have to think about anything on my day off, but if Cathy and I take a little time for  calendar discussion on Monday, I’ll quickly make it happen.

Jeremiah: “I’ve recently added the step of at least logging my hours to my calendar. So the number of hours I work on ministry items isn’t just some fuzzy number I pull out of the air.”

Me: I LOVE this idea. I’ve been doing that for 20+ years because I don’t want anyone to ever question my schedule. If people want to know what I’m doing with my time and who I’m with, it’s well documented. Way to go!

Carter: “I am usually working out of the urgent/important box of my life which, at times, takes the focus off the big picture and the passion seems to fizzle. How does this schedule help plan for the future to get you out of that box?”

Me: This has been the greatest tool to help me be future-oriented. If I don’t give future projects a specific time…they never happen and my life is simply managed by what’s most urgent.

Brendon: “How did you determine which [roles] got more and which got less?”

Me: When I was working full-time in the church (my goal was 50 hours a week) I tried to give each of the 5 “work” roles 10 hours each. It was not always that neat and tidy. The “developer” role (which was where I was most creative) always seemed to get the short end of my time (usually replaced by the urgent).

This isn’t the perfect system! But, it has kept me from being managed by the urgent of my job and everyone’s expectations. It also puts me in control of my time and doesn’t allow others to control my time. If it’s helpful…great. If not, I’m sure you’ve got a great system that works for you.

If you have other specific questions, I’ll respond in the comment section (as I probably won’t do part 4). Hope this helps!

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  • http://www.hbcyouth.ca Grant van Boeschoten

    Thanks Doug for getting these charts online! I appreciate the extra effort.

    • doug

      You’re welcome! It was kind of fun to figure out (key words: “kind of”)

  • Chris Ametrano

    Doug this is very broad question but I don’t know how else to phrase it so I’m just going to go for it!

    I’ve been a youth pastor for a year and a half and God has been faithful with bringing me more youth workers to help us out! I’ve been wanting to hand more things off but the problem is I really don’t know what to hand off.

    I made a job description for myself last week and my senior pastor loved it. I thought that would help me release my team with more responsibility but it didn’t. Any help??

    • doug

      Chris…I’d schedule a lunch with a veteran youth worker and ask him/her what they hand off. The answer to your question depends on your current job responsibilities. Context is vital to answer this question with any integrity. I’d connect with a network of veteran youth workers and talk with them.

  • http://joshpezold.com Josh Pezold

    DOUG GREAT POST! i actually used to use this model from one of your books. picked it up from my youth ministry professors. Now how does this connect with your monthly calendar? Do you have a monthly calendar that goes along with this? I mean do you have these weekly sheets in a packet or booklet or just totally separate from everything else. thanks!

    • doug

      Good question. I have a bunch of these templates in a spiral bound notebook and every four weeks I have a 1 page monthly calendar. I use the month calendar to help me block out the times/appointments on the weekly sheet.

  • http://youthworktalk.com Phil Bell

    Doug,

    Could you get Brazelton or someone like that to create an app for this. I love it, but I am tied to my droid and schedule on that… Or should I dump the droid?

    • doug

      That’s a very UK type question. I think you could talk Andy into creating something just for you… :)

      • http://youthworktalk.com Phil Bell

        Thanks Doug, does that mean I get special UK privileges then? Ha! :-)

  • http://jeffmcclung.com/ Jeff

    Doug, I LOVE this system! Not since they started making Peanut Butter M&M’s has something so radically enhanced the quality of my life as what you’ve done here. The infusion of order and simplicity is not unlike the deliciousness that comes from mixing peanut butter and chocolate together in a half-penny sized candy shell (surely this union has got to make jelly feel more than a little bit inferior). Thank you!

    I’m not sure if this will be helpful to you or your readers but here’s how I’ve been using your system digitally:

    1. I make my lists based on my roles (I use the same you mentioned in Part 1) using RememberTheMilk.com.

    2. I use Google Calendar for all of my appointments (recurring or otherwise).

    3. I use WeekPlan.net as the digital equivalent of what you have pictured above (roles, goals, and appointments).

    4. I take my appointments from gmail and place them on each given day of the week.

    5. I take the tasks that I need/want to get done from my lists in RTM and place them under the roles I’ve set-up in WeekPlan.net.

    6. I then schedule those tasks in the empty time slots of my week so that they actually get done.

    7. Rinse and repeat as needed.

    • doug

      That’s great! I’m going to look into all of those (especially the MM’s). Thanks.

  • http://jeffmcclung.com/ Jeff

    Also, all three web services that I mentioned about are free and mobile friendly.

  • Joe

    How do you get the weekly schedule on to one sheet of paper that’s actually big enough to read?

    • doug

      it’s easy to read on a 8.5×11.

  • Luis Menjivar

    Doug,

    Thank you for sharing this! I’m constantly looking for ways to better manage the different hats (roles) I wear. Out of most of the systems I’ve found (GTD & such) yours is most ideal because it’s for youth pastors! thank you again.

    blessings,
    Luis

  • Luis Menjivar

    I do have one question. you put ‘personal’ under your roles within the ministry heading. is this different than your other roles outside of the youth ministry (i.e. husband, father, etc.)? If so… what kinds of things do you classify as youth ministry ‘personal’ tasks/goals?

    Sorry if this question is self explanatory…

    thank you!

  • http://linebehind.com Josh Pezold

    I know you blogged this awhile about i am currently using this method and have a few more questions…

    1.) How do you deal with goals that take longer than one time slot? (example… I have from 7-9 to work on it… but it will take me longer. Do you do do it again and put it under something else?)
    2.) How do you deal with your calendar when you use the same number more than once? (Example i notice you used the number 60 for an hour instead of writing in what you would be doing.. but what if another task will take about the same amount of time? you just use a different number?)
    3.) What do you do when one thing takes MUCH longer to do? Do you stop or keeping going till it’s done? or find a new time to finish so you can work on the next thing for that time frame?

    Thanks!!!

    • doug

      Josh: here’s my answers…
      1. It stays on my list if it’s not completed.
      2. the numbers that I use aren’t time allotments, there codes that are next to each task–look at it again closely. The numbers tie to the headings of my roles.
      3. Seems like this question is similar to #1…but, let me answer it a different way. I usually stick with my time allotment unless there’s too much at stake (due dates) and I need to finish it. If that is the case, I ditch my next task/appointment and finish.

  • http://linebehind.com Josh Pezold

    Hey Doug, been using your roles and goals idea for the last few months and it’s been a work in progress. The question i have is when you place your youth group gatherings on your schedule (meetings) do you label that as a certain role you fill? Reason i am asking is i’m finding that writing a schedule every week has been very difficult to keep up with and feel “a general schedule based upon roles would be more appropriate.” idea being on tuesdays I focus on my Teacher role. Preaching for various lessons. Then everyday from 3:30-5:00 is my pastor role. And various other roles schedules in at specific “blocked sections throughout the week”. This allows me to see how much time i’ve allotted to each role and make it as “even” as possible. However, I’m struggling during the meeting times. What to call those. Should those really be including in TEACHING time? Because then it seems teaching takes up most of my time. Any ideas?

    P.S. Thanks for your patience in helping me figure this all out and be more efficient. Blessings.