Happy New Year and all that goes with it. Doesn’t it seem like it happened a long time ago?
This is the time of year when many people ask me what my New Year’s Resolutions are. In response I sputter and launch into my approach to a symbolic New Year. I thought I would share my approach with you since it has worked well for many years.
So let me see if I’ve got this right, I’m supposed to impose a new “should”(New Years Resolution) on top of my current “shoulds” and to do list of 187 items. NOOOOOOO I answer. The way I approach a New Year is the following:
1 – Clean out the desk – How can you work effectively when you are surrounded by clutter and/or can’t find things. This year I found that darn business card I've been looking for all year, an old i.pod, the weird screw for the three hole punch that I need to make it work, a lost credit card, and much much more. It was well worth the afternoon it took.
2 – Do all the backed up filing – Again, it’s important to know where things are. Unfortunately this task has added items to my to-do list but at least I won’t get any surprises from things that got lost, and I’ll be able to find what I need, when I need it.
3 – Clean up the computer disc – It’s easy to save a file or download something some place it doesn’t belong. I complete this tedious task by watching old movies and re-arranging files on my disc so I can find them, deleting old ones and opening up more disc space.
4 – Review all client files – Do you have all those pesky forms current? Do you need to revisit diagnosis, treatment plans etc? Is your billing up to date? These are but a few tasks that need to be up to date.
5 – Organize financial records - preparing for taxes.
6 – Organize credit accounts - Which ones are working for you, and do you need to cancel any?
7 – Now the fun stuff - Doing what you love! - What did you do last year that you REALLY enjoyed? How can you do more of that this year?
Specialties – Are you still enjoying your specialties? If yes, what CE courses do you want to take to deepen your knowledge? If no, what are you leaning towards, i.e., what CE activities are you drawn to, what books have you been reading? What developmental stage are you at in terms of the life-cycle of a therapist? (See the Therapist’s LifeCycle page to the right.)
Marketing Plan – If you don’t have one, put it on the ToDo list. You'll find a marketing plan outline in my first book. If you do have one it needs to be revisited. Ask yourself what worked last year, what didn’t. Since I’m still in the process of updating my webpages and creating a virtual institute, marketing has gone by the wayside. I decided this year to use external supports and approach people I have met networking to collaborate with in marketing events, i.e., work with a female financial planner and offer a workshop on Women & Money. I’m also taking a look at:
Networking - What networking groups do you belong to and are they working for you? Are there new ones that would work better?
Business Cards – Do you still like your business card. You must LOVE your card so you give it to everybody. Check out Vista Print and try out a new design to play with.
Newsletters and Brochures – Are they working for you?
Self Care
Vacations – If your heart skips a beat when you think of a vacation, it’s past due. This year I’m able for the first time in years to actually consider getting AWAY. First there was the relocation from MA to CA and then caring for my ailing mother. Well, we're relocated, Mom passed, and our aging dog that could not be boarded passed as well. This year for the first time we can take a REAL vacation. It is very important that you stay healthy for your clients. Please plan those vacations now.
Personal Retreats – Vacations are fun, and often jam packed with activities. Personal retreats offer quiet times to revisit yourself and find and/or create that center of calm that sustains you through the tough times. I heartily recommend at least one retreat a quarter. I pack up my small dog and head for a small cottage on the Russian River. I would love to go to a meditation center but they don’t allow dogs and no one wants to dog sit my Yorkie who is old, ill, has an attitudinal problem with strangers, and is tittered rather than given vaccinated so kennels won’t take him. Do what works for you. Maybe it is simply a couple of days at home with the phone unplugged and door locked. I have a friend to checks into a B&B that is close by so she doesn’t have to spend time traveling.
OK, I’ve given you enough ideas to keep you busy for awhile. If you are inspired to use this to set some goals for yourself, check out my article on SMART Goals on the LifeDancing newsletter.
http://lllawless.typepad.com/lifedancing/the-secrets-of-successful.html
I wish you a VERY happy, prosperous, and peaceful 2008.
Warmly
Linda
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