Here's how I took some of my own advice from one of last week's posts on wrapping up the year.

I started reviewing my own Horizons of Focus, and from there working down to my own goals and projects for the year. This got more and more tangled and complex, until I finally realized that I needed some kind of filter. One set of goals and objectives for my whole life wasn't enough: I had to split everything in my world (and my Horizons of Focus) into different roles.

Each role would have its own complete set of Horizons of Focus: mission, vision, values, purpose, goals, objectives, areas of focus, projects, and actions.

After thinking about it, I realized that in my life I fill the following roles:


Once I was clear on my roles, I started to define my Horizons of Focus for each of them, using a table like this:

A sample of how I've organized my roles in life according to David Allen's Horizons of Focus model

I experienced great clarity by starting at the top in this way -- having these broad categories made it much easier to sort everything in my world.

Later, though, I realized that "Professional" could (and should) really be broken down further into five smaller roles:
Platform Builder

This has made it much easier to organize projects, actions, and information related to my work.

I've struggled over the years to define my roles while keeping them manageable. One year, doing this same exercise, I wound up with 35 different roles -- and trying to live by them over the following months nearly drove me insane.

Another year, I decided to keep things super-simple and just stick with Work, Family, and Personal -- but this turned out to be too simplistic, and I often got stuck on where to file things.

This year, however, I think I've finally come up with a good number of roles: small enough to be manageable, but large enough to encompass everything I do.

I thought it was very helpful to map these out in my eProductivity Horizons of Focus documents; then, once I'm done defining each role, I'll work down to my projects and actions for each one, which will be recorded in eProductivity.

If you start with your Horizons of Focus, you'll probably find it much easier to brainstorm everything in your world that needs your attention. Plus, if you want to record Projects and Actions straight from eProductivity Reference, you can turn on the option to include the New Action and New Project buttons in the Reference database.

I hope you can get clarity on your roles this New Year so you can do what you need to get done!


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