Category

Business

7
Apr
2025

Forming Habits: 3 Things I’ve Found Most Impactful

Habits call for a form of refinement and editing their process.

Obviously there are many people who have written extremely in-depth about habits and productivity and how to establish new habits or change old habits.

However I have found 3 things are most impactful when it comes to whether or not I’ll successfully establish a new habit.

There are more but this is my personal go-to list.

Thing 1: Make the new habit easy

This is obvious. If something is difficult, and you make it easier, it is easier to do. We all know that.

A convenient water bottle makes drinking water first thing in the morning easier.

Journal front and center with a pen next to it makes daily journaling easier.

Supportive hiking boots make taking a walk in the woods easier.

A default workout outfit makes working out easier.

Concrete and achievable subject, time limit and/or word count makes writing easier.

A trusted schedule makes posting easier.

Icebreakers make new projects easier.

Etc. Etc. Etc.

But what tripped me up for a long time, and what trips up a lot of my clients (get in touch if you’re interested in working together) is the process of making a habit easy usually takes many rounds of practice and refinement.

For example: I wanted to drink water first thing in the morning. I set the goal. I never did it.

I tried to habit-stack it with brushing my teeth. My plan was to: brush my teeth, rinse out my mouth, drink some water. I forget that third step more often than not. Apparently my morning tooth brushing is too well ingrained.

But my coffee routine should be able to support another beverage! I go to the kitchen, drink water, grab coffee, and continue. That should work right?

It did not.

It turns out that: go to the kitchen, grab a glass, fill a glass, drink water, put the glass in the dishwasher, and then grab coffee is too many additional steps.

(Apparently I am very particular about my morning routine.)

But there is one last place where drinking water could be added to my morning – as my coffee is cooling, but before I start drinking it.

Every morning my schedule allows, I drink my coffee while reading a book. (Highly recommend!) When I leave a filled water bottle next to my book, then I can put down my coffee, pick up the water bottle, drink water (close to) first thing in the morning, put down the water bottle, and pick up my book. And that is working.

Making new habits easy often requires trial, error, and refinement.

Keep removing barriers and keep trying new things until your habit is established.

Thing 2: Define key the parameters of the new habit

With the water example my key parameters were: 1) drink water, 2) first thing in the morning (by which I really meant before coffee), and 3) (implied) every day.

But I could have decided my key parameters were: a certain quantity of water, or before a certain time in the morning, or a specific number of days per week or per month.

I find this thing particularly helpful with habits that can get complex.

By defining the key parameters (usually informed by the goal or desired outcome) everything else is up for experimentation.

We’ll use marketing a business for this example:

If your goal is staying top of mind for clients and customers, maybe your key parameters are 1) frequency of contact and 2) consistency of brand voice and visuals.

If your goal is to reach new eyes, maybe your key parameters are 1) identifying new watering holes and 2) engaging with new audiences.

If your goal is to increase your comfort and gain familiarity with marketing your business, maybe your key parameters are 1) increase marketing tasks completed and 2) decrease time spent second guessing yourself.

When we clearly identify what we’re trying to achieve, we’re more likely to succeed.

But we’re also more likely to give ourselves the trial and error required to succeed.

Thing 3: Keep everything else flexible

This is the second half of Thing 2, and the reason to bother identifying the key habit parameters. Establishing a new habit is hard enough, increasing the difficulty by adding complexity makes it even harder.

If you’ve identified the key parameters of your new habit, I say, let everything else be up for experimentation. Find out what is working and what is not.

  • Could something be even easier or more effective?
  • What could be cut without disturbing the heart of the habit?

Because when we can connect with the heart of the habit, we can tap into our intrinsic motivation. We can meet our life where it is. We can meet ourselves where we are.

Then we can let go of how the habit looks and dig into what the habit is.

Photo by Prophsee Journals on Unsplash

28
Mar
2025

Keep it healthy: setting revenue goals based on how much money you need…

Might as well make your goals good. If you were to define how much money you needed, what would that number include?

A couple notes before we begin:

  1. This is the reminder I give myself when I find myself slipping into setting financial goals that just cover my bills and nothing more, wondering how I can need less. If you find yourself slipping into that state sometimes too, I hope this might help.
  2. I am not a financial advisor, and this is not financial advice. And, I have spent over 10 years working with and around freelancers, entrepreneurs, and small businesses – this concept comes from that experience.

When you work in a creative or freelance field, money tends to be a tricky topic – can you make enough?

When you work in entrepreneur and founder circles, money tends to be a tricky topic in a different way – how can you keep as much money in the business as possible?

When you work in small businesses, money tends to be a tricky topic in a third way – how was this month?

But regardless of the field, you do need to set revenue goals / forecasts / plans / expectations. Figuring out your numbers always seems to start with the same question: how much do you need?

How much money do you need?

On the surface it’s a straightforward question. Add up your expenses and there you go, that’s what you need.

But does that number include your future? And does it include your joy?

I have come to learn that not everyone agrees on what needs are.

Covering or not covering your expenses at any frozen moment in time is fairly binary and most of us know which side of the line we’re on at any given point.

But when you are able to cover your basic day-to-day needs, I’ve noticed a tendency to stop and say this is enough. Even if it’s *just* enough, when you squint and hold your breath, and time everything right.

Especially if you come from, or are around, any sort of scarcity.

So I’ve started thinking about revenue goals in terms of two different numbers. A healthy needs number and an unhealthy needs number.

Unhealthy needs number

An unhealthy needs number covers your expenses for today, maybe tomorrow, and maybe a small amount of joy. But does not include longer term savings or future retirement investing.

This is somewhere between very bare bones expenses and the healthy needs number.

You can go a long time making and living off your unhealthy needs revenue number.

When you’re ramping up, it’s a victory worthy of a parade. If you’re handling other caretaking responsibilities, it might be for a season. If your business or creative endeavor is a second act bridging you until retirement, or is your retirement project supplementing other retirement income, you can continue here forever.

But if this is your primary earning career in your primary earning years. Don’t aim to stay here forever.

There isn’t enough financial slack in the system. (And if we’re setting financial goals, might as well make them good.)

Which is where the healthy needs number comes in.

Healthy needs number

Your healthy needs revenue number includes: your present moment, your short term, your long term (like retirement!), and your joy and delight.

It may take a lot of work and time and some luck to get here. You may hit your health needs number some months, and your unhealthy needs number other months. You may spend years hitting one or the other. Knowing both, gives you a sense of where you are, and where you might want to look towards.

I generally figure your healthy needs number is about double your bare necessity needs number. Enough to cover your needs, no questions asked. Plus savings. Plus debt pay off if needed. Plus investments. Plus fun and delight and joy. In different percentages, but they are all there.

The primary distinction is this: your unhealthy needs number enables you to survive. While your healthy needs number enables you to thrive.

This isn’t a level of greed or extraction. It’s the revenue to support a healthy and thriving life, and that’s always a goal worth reaching for.

Photo by micheile henderson on Unsplash

24
Mar
2025

To-Do Lists: Do you write things down just to cross them off?

I like having a record of events.

I love the productivity meme split between “putting things you’ve already on your to-do list just to cross them off is stupid” and “putting things you’ve already done on your to-do list is genius.”

It’s the cousin of the “to back plan or not to back plan” split in the planner world. (Back planning is just where you go back after events have already passed and add them to your planner.)

I think I love the split because it gets to the heart of the question: what is a to-do list for? What is a planner for?

Obviously they are both tools to get things done – to plan the project that is life.

But I also use my as an imperfect record of events.

When I get to the end of the day (or week) and ask: where did today go?! I can look at my list and see. Today I slept later than usual, had a first thing in the morning meeting canceled, wrote this piece, etc. etc.

When I get into a slump and mope about having done nothing ever, I can look back and see very clearly that this is a misremembering of events.

When I’m mired in running late and too little sleep, writing down “morning routine” and crossing it off, then writing down “breakfast” and crossing it off, then writing down “email client A” and crossing it off, begins to create the momentum I need to move the rest of my day forward.

When my entire day gets consumed by unexpected side quests (the best term I have ever heard for distractions and interruptions!) and nothing in my original plan gets done – I think that’s worth noting. Maybe I decide they were completely worthwhile. Maybe I decide I need better procedures for handling side quests and derailments. But either way if I stare at a to-do list with nothing checked off, and no indications as to why, there’s not much I can do with that other than ignore it or be mean to myself about it.

When something happens when you can’t plan. Connections made, milestones reached, long impromptu phone calls with friends – those are worth back planning every single time. The impromptu 4 hour phone call that is a balm to soul and deepened our relationship in incalculable ways? I couldn’t have planned that. And it’s worth remembering every single time. The milestone I knew was coming but didn’t know when? That’s worth noting. The milestone I didn’t realize would be as momentous as it is? That’s worth noting too.

When my body or mind have different plans for my day, I think it’s worth noting – “one hour tending pain spike” or “three hours consumed by grief” or “spacy afternoon, make extra checks on that proposal before sending.” And despite how they feel when I’m in the middle of them, previous records indicate they don’t last forever, even when it feels like they will.

I think there’s joy in planning and joy in spontaneity and joy in the complexities of a life even when it does not feel joyful. And all of that is worth having a record of.

Even if the record is a to-do list scribbled on a sticky note.

Photo by Kelly Sikkema on Unsplash