Study Hacks Blog

The Temporary Plan

As I’ve revealed in recent blog posts, there are two types of planning I swear by. The first is daily planning, in which I give every hour of my day a job. The second is weekly planning, where I figure out how to extract the most work from each week.

These are the only two levels of planning that I consistently deploy.

But there’s a third level that I turn to maybe two or three times a year, during periods where multiple deadlines crowd into the same short period. I call it (somewhat blandly, I now realize) a temporary plan.

A temporary plan is a plan that operates on the scale of weeks. That is, a single plan of this type might describe my objectives for a collection of many weeks.

When a lot of deadlines loom, I find it’s necessary to retreat to this scale to ensure things get started early enough that I can coast up to the due dates with the needed pieces falling easily into place. If I instead planned each week as it arose, there is too much risk that I would find myself suddenly facing a lot of uncompleted work all due in the next few days!

Logistically speaking, I typically e-mail myself the temporary plan and leave it in my inbox. My general rule is that if a temporary plan is in my inbox while I’m building my weekly plan, I read it first to make sure my weekly plan aligns with the bigger picture vision.

A Temporary Plan Case Study

To help make this strategy more concrete, let’s consider a temporary plan I developed last spring to make sure that the papers I was working on for a May deadline would come together in time while I still made progress on some other efforts that also had looming deadlines. I replicated this plan below. (I added my commentary in square brackets):

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Shallow September

I track my deep work hours using a weekly tally, so I have a good sense of how my commitment to depth varies over time. A trend I’ve noticed is that my deep work rate hits a low point around this time of year.

The obvious explanation is that the start of the fall semester adds extra time constraints. But I don’t think that’s the whole story. My deep work tends to increase as the fall continues, even though my teaching commitments also increase during this period (i.e., once there are problem sets and exams to grade).

In thinking about this mystery I’ve begun to better understand a crucial but often ignored aspect of working deeply on important things: the necessity of clarity.

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The Insult of Simplicity

There are many reasons why I don’t like the advice to “follow your passion.”

One reason I haven’t mentioned much recently is that I find its premise insultingly simplistic.

It would be nice if we were all born with a clear preexisting passion.

It would also be nice if simply matching your job to a topic you liked was all it took to generate a meaningful career.

But reality is more nuanced (as we should expect, given the rareness and desirability of the goal being pursued here).

In an effort to be more positive than negative, however, I thought it might be useful to provide a brief case study that sketches a more realistic image of how people end up with work that matters.

This case study comes from a reader whom I’ll call Peter…

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A Weekly Plan Case Study

Last week I wrote a post about my habit of planning out my whole week in advance. I provided some example plans from my own life, but many of you were interested in how this technique applies to other types of work.

Fortunately, I recently received the following note from a lawyer whom I’ll call John:

I tried writing out my week last week for the first time using [a method from your blog post]. When I reviewed my week on Friday afternoon, I was surprised at how much more I accomplished compared to my usual method of scheduling time to complete tasks in Outlook. Thanks for sharing this method.

Naturally, I asked John if he’d allow me to share his plan with you. He agreed. Here it is (properly anonymized, of course):

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A Planning Habit

On Monday mornings I plan the upcoming work week. I capture this plan in an e-mail and send it to myself so that I will be sure to see it and have access to it daily. (See the snapshot above of some recent plans in my inbox.)

This planning can take a long time; almost always longer than an hour. But the return on investment is phenomenal. To visualize your whole week at once allows you to spread out, batch, and prioritize work in a manner that significantly increases what you accomplish and goes a long way toward eliminating work pile-ups and late nights (the latter being crucial if you practice fixed-schedule productivity).

There is no best format for creating a weekly plan. In fact, I’ve found it’s crucial to embrace flexibility. The style or format of your plan should match the challenges of the specific week ahead. (Indeed, attempting to force some format to your plan can reduce the probability you maintain the habit.)

To illustrate this point, I will show you two recent weekly plans I used (with the content scrubbed where needed for privacy reasons).

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