3 Tenets for Setting Up Your Daily Life: Team, schedule, activities

Key Takeaways

  • Schedule three things every single day. It’s a reasonable number, and a goal that will give you a sense of accomplishment and purpose without feeling overwhelmed.
  • Don’t expect to get more than 80 percent of what you schedule done—but that’s a lot better than not getting any of it done.
  • No one can be good at everything. That’s why you need to build a team to help you, schedule everything and track your progress.

***Don’t forget about tonight’s free workshop at the Wyndham Glenview: The Most Important Risk You Are Not Managing.

I was working with a recent college graduate the other day, helping them move forward in their life. It reminded me of the three tenets we have at our firm for setting up your daily life: Team, Schedule, Activities. It doesn’t matter if you’re in high school, a recent college graduate or an “80-something-year-old retiree,” this approach can really help you be more effective.

  1. Put a team around you.
  2. Schedule everything.
  3. Track what’s going on.

Team. If you’re retired, your team might be your spouse, your family members or your community. The people around you have unique strengths, different from yours. They will help you move forward and make progress. And thanks to technology, it’s easier than ever to put together a virtual team to help you out. We use virtual team members all the time to help us get specialized tasks done, and so can you.

Schedule. You want to schedule at least three things every day. Why? You want to feel that you’ve made progress and accomplished something important every day. You’ll probably only get 80 percent of what you’ve scheduled done, but that’s a lot better than the zero percent that can happen without a schedule. Whether you use Microsoft Outlook or other scheduling or productivity tools, it’s so important to put important goals and activities on your calendar.

Activities. A lot of you love writing lists. Going through your list and checking items off one at a time can make you feel good. But, that approach only goes so far. Certain things don’t fit neatly onto lists, especially long-term projects and decisions, but you want to make progress on them on a regular basis. Scheduling software can help you tremendously with reminders and tracking your progress.


The key is to assemble a team around you that has the skills and attributes you don’t possess. Then schedule your important assignments and activities, and make sure you track the progress you’re making on them. No matter where you are in your life, the “Team-Schedule-Activities” approach will help you be happier and more productive.


Speaking of scheduling, tonight at the Glenview Wyndham, three of our money managers will be talking about risks in the economy, risks in the stock market, and risks you face as an investor. Registration information is below. Hurry. Seating is limited.

Wednesday, January 21, 2015

To reserve seats, call (800) 480-7913 or register online.

Wyndham Glenview: 1400 Milwaukee Ave., Glenview, IL 60025 

Registration Begins at 5:45 PM

Appetizers & Refreshments at 6:00 PM

Presentation at 6:30 PM

Q&A After the Presentation

800-480-7913 |

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