Planning, Discipline, and Time Management: The Key to Turning Intentions into Results

When clients approach Tanner’s Client Advisory Practice, they rarely cite planning and time management as their primary challenge. Yet, as we dig deeper, we often discover that poor planning and time management underlie issues like shrinking profit margins, absence of a strategic vision, and unmet goals.

We frequently hear, “I’m not a planner” or “I don’t have time.” The reality? It’s not about being born a planner—it’s about learning how to plan effectively and optimize the time you have. Here’s a step-by-step approach to help you master planning and time management.

1. Make a List

Begin with a brain dump. Write down everything—work tasks, personal obligations, major goals. Structure this process into three parts:

• Annual: At the start of each year, list big-picture priorities like vacations, deadlines, and major events.
• Monthly: At the beginning of each month, identify everything that must be done during those four weeks.
• Weekly: Update your list weekly with new or shifted tasks. If your annual and monthly lists are solid, weekly updates should be minimal. Adjust daily as needed.

2. Get Detailed

Break down tasks into their smallest components. If you think a task can’t be broken down further, challenge yourself to try again.

For example, instead of “prepare for vacation,” make a detailed list:

• Make a packing list.
• Schedule a pet sitter.
• Cancel the housekeeper for that week.
• Shop for travel items.
• Do laundry.
• Book flights, hotels, and events.
• Pack items the day before.

3. Apply the C-D-E Method

For every task, ask yourself:

• Can I eliminate it? What tasks are unnecessary or can be skipped altogether? Be critical and creative; autopilot habits might not align with your priorities.
• Can I delegate it? Identify tasks others can do. Delegation is a win-win—whether it’s your team, family members, or external services like DoorDash. Often, you’ll find others might enjoy or excel at tasks you’d rather avoid.

Can I complete it? If you can’t eliminate or delegate a task, embrace it. Find ways to enjoy the process by tying it to your values or the outcomes you desire.

4. Prioritize

Evaluate what’s most important, the order tasks need to be completed, and identify any critical paths where one step depends on the completion of another.

5. Time It

Keep Parkinson’s Law in mind: “Work expands to fill the time available for its completion.”

Give tasks the time they truly need—not more, not less. For example, if something requires four hours, don’t allow eight or even 4.5 hours. However, for tasks with variable factors, like driving in traffic, include an appropriate buffer.

6. Calendar It

Put tasks on your calendar—but be specific. Instead of “prepare for trip,” schedule tasks like “pack checked luggage and place by front door.” Clarity eliminates excuses and keeps you focused.

7. Commit

Finally, treat your schedule as non-negotiable. Show up for it as you would for any other serious commitment.

Transforming Intentions into Results

Planning, discipline, and time management are learnable skills that can transform how you approach your goals. By following these steps, you’ll discover greater focus, efficiency, and the ability to turn even the best intentions into meaningful outcomes.

Are you ready to take control of your time? Let’s start today. Sitori Holbrook – sholbrook@tannerco.com