BOSS Business of Surgery Series

Episode 148: Planning webinar replay


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Summary

The meeting record transcript covers a comprehensive discussion on effective planning and time management strategies tailored for busy professionals, particularly surgeons. The speaker shares personal experiences, insights, and practical tips on various aspects of planning, including the importance of dedicated growth days, consolidating tasks and information in one place, utilizing planners and journals, managing emails, delegating tasks, and minimizing drama. The key takeaways emphasize the significance of being proactive, prioritizing self-care, and adopting a mindset of being the leader and creator of one's life rather than a mere reactor. The speaker also highlights the value of self-reflection, goal-setting, and aligning daily actions with long-term aspirations.

Chapters

Introduction to Planning

The speaker introduces the topic of planning one's life, acknowledging its importance and the common challenges faced by busy professionals, particularly surgeons, in effectively managing their time and tasks. The speaker encourages self-reflection on the reasons for not planning effectively and shares personal experiences and insights.

The Importance of Growth Days

The speaker emphasizes the critical role of dedicated growth days, which are days off from work, to allow for rest, rejuvenation, and creative thinking. The speaker suggests scheduling two growth days per month and treating them as non-negotiable appointments with oneself.

Consolidating Tasks and Information

The speaker recommends consolidating all tasks, information, and paperwork in one central location, such as a designated box or folder. This approach helps maintain a clear overview of pending tasks and reduces the risk of forgetting or overlooking important items.

Utilizing Planners and Journals

The speaker discusses various planning tools and techniques, including the Bullet Journal, the Purpose Planner, and creating specialized pages for tracking goals, habits, and progress. The speaker emphasizes the importance of finding a system that aligns with one's personal preferences and strengths.

Email Management

The speaker provides strategies for effective email management, such as unsubscribing from unnecessary emails, creating folders for organization, and setting aside dedicated time for email processing. The goal is to minimize the time spent on email and reduce the potential for distraction.

Delegating Tasks

The speaker highlights the importance of delegating tasks to others, whether it's family members, colleagues, or hired assistants. Delegating effectively can free up valuable time and energy, allowing for better focus on priorities. The speaker also discusses common pitfalls in delegation and the need to develop effective delegation skills.

Minimizing Drama

The speaker emphasizes the significance of minimizing drama and unnecessary stress in one's life. Drama is often a result of overthinking, mind-reading, and engaging in unproductive thought patterns. The speaker encourages adopting a mindset of focusing on facts and avoiding unnecessary emotional turmoil.

Self-Reflection and Goal-Setting

The speaker discusses the value of self-reflection and goal-setting, suggesting monthly exercises to identify areas for improvement, set intentions, and align daily actions with long-term aspirations. The speaker also shares personal experiences and examples of how self-reflection can lead to positive changes and a more fulfilling life.

Action Items

  1. Schedule two dedicated growth days per month, treating them as non-negotiable appointments with oneself.
  2. Consolidate all tasks, information, and paperwork in one central location, such as a designated box or folder.
  3. Find a planning system that aligns with personal preferences and strengths, whether it's the Bullet Journal, the Purpose Planner, or another tool.
  4. Implement effective email management strategies, such as unsubscribing from unnecessary emails, creating folders for organization, and setting aside dedicated time for email processing.
  5. Identify tasks that can be delegated to others, whether it's family members, colleagues, or hired assistants, and develop effective delegation skills.
  6. Adopt a mindset of minimizing drama and unnecessary stress by focusing on facts and avoiding unproductive thought patterns.
  7. Engage in monthly self-reflection exercises to identify areas for improvement, set intentions, and align daily actions with long-term aspirations.
  8. ...more
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    BOSS Business of Surgery SeriesBy Amy Vertrees, MD

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