Managing your time helps balance the urgent with the important, forces you to be realistic with time and prevents procrastination. No matter the reason, you want to start and end your day on your own terms, with clear expectations of taking time for yourself without resentment.
Time blocking is arguably one of the most efficient ways to manage time. But what is it? At its core, time blocking is just scheduling your to-do list against your calendar. You block off the time you’ll be working on a specific thing ahead of time, and then during that time, you work on the thing. By dedicating a certain number of hours to just one task, you “block off” your time (and your mind) from other projects – and the myriad of other demands on your attention.
To reap the benefits of time blocking, make sure you follow these four steps:
- Plan: Decide what needs to be done, estimate how long it will take and take into account the priority of tasks. No one can productively go from task to task to task without taking a break or having some down time, so remember to schedule breaks in your time.
- Block: set aside time for things such as calling clients, prospecting, tackling emails. Call, text & email returns should be ideally at the same time each day. Color coding your time blocks on a digital calendar will help you identify meetings and tasks at a quick glance. But more importantly, be realistic!
- Act: Your calendar will tell you what to do, and then you do it. This continues throughout the day until your day is over. Respect the blocks, and don’t do things that aren’t part of a block (like check email) during a block. It’s a good idea to identify the points of the day that you feel most productive and block tasks to channel that energy accordingly.
- Revise: Revise at the end of a block and at the end of the day. While revision at the end of a block means you estimated inaccurately, revision at the end of the day is future-facing and reflects the fact that priorities change, stuff comes up, and projects take more or less time than you expect them to.
Systems can make a huge difference in your sales and your work-life balance. Compliant, automated marketing can nurture leads and update your business partners and customers. An intelligent mortgage CDP (Customer Data Platform) will effectively use consumer data to drive every aspect of the marketing and sales cycles. Time is valuable, and your tech stack should reflect the best in class for mortgage technology without doubling up or even missing tasks.
For a list of the best time-blocking apps, click here!