Plan for 2021 by Reflecting on 2020

When was the last time you paused, thought about the recent past, and made a plan for the future?

I know. You’re busy. Clients are calling. Cases demand attention. But you do too. STOP. Now.

The first step is easy

Open your calendar, find a free time slot. Preferably an afternoon, but I’ll take an hour if that’s all you can find. Set a date to reflect and plan.

When the time arrives

Don’t blow it off. Put files, to do lists, and your phone aside.

Set the scene by transitioning away from work. Take a quick walk or listen to music for a few minutes. When you’re ready, sit down with pen and paper. Avoid electronics, as the tendency to stray into work may be too tempting.

Take a self audit

What went well this year? What went poorly? Where do you want to be in 2021? Any ideas about what you might do differently? If no thoughts come to mind, make a list of people you can call. Talking through what to do and how to get there can be a tremendous help.

Access resources

The ABA COLAP Cafe recently reprinted an excellent article on conducting a year-end self audit. Access it here. Take advantage of our own LAP (lawyers assistance program). The Oregon Attorney Assistance Program is free and confidential. If you know you want change and are at a loss about next steps, or just want someone to run your thoughts by, the OAAP can help. Visit the OAAP website to contact an attorney counselor. Consider scheduling a phone conference now as a follow up to your reserved planning date.

2021 is coming. We can make it better than 2020.

All Rights Reserved 2020 Beverly Michaelis

You Can Take a Vacation

Build time off into your work schedule now to take a vacation – no excuses!  It takes some effort and organization, but your body and mind will thank you.  Three-day weekends – like Memorial Day – aren’t enough. We all need true recuperative time away from the office. This is my annual nudge to encourage you to take time from for yourself.

Budget now to go on vacation later.

“If I’m not at the office, I can’t bill.  If I can’t bill, I won’t get paid.” True enough, but there is a solution: budget for your vacation.

First, calculate your vacation expenses. Next, quantify the lost revenue you need to replace during your time out of the office. Now that you know how much you need, begin setting aside funds every week to meet your financial goal. If necessary, find little ways to cut back that can really add up: like bringing your lunch to work, deferring your daily Starbucks fix, using public transportation, or telecommuting.

Saving weekly will keep you on track and help manage expectations. If you’re just getting started, then your plans this year may be more modest. Next year, you can begin saving for your summer vacation in January.

Clients are important enough to schedule.  So is your vacation.

Work will never go away, but I guarantee that if you look ahead in your calendar you will find a block of time with no commitments. Even if you haven’t made plans yet, block the time out now before your calendar fills up. If you have a habit of backsliding, enlist your family as enforcers. If you need an extra incentive, consider non-refundable travel reservations.

Preparation is key!

If you’re a member of a firm, going on vacation is a matter of meeting with other lawyers who will be covering cases during your absence.

If you are a sole practitioner, use the buddy system.  Find a colleague who is experienced in your practice area and willing to cover for you.

This arrangement is usually reciprocal and is helpful if you have an unexpected absence from the office due to injury or a medical condition.

Vacation Checklist:

  • Notify clients, opposing counsel, judges, or other appropriate parties that you will be out of the office;
  • Prep your files.  They should be well-organized and current, with status memos so your buddy can easily step in if needed;
  • Create a “Countdown Schedule.”  Identify what needs to be done when and whether certain tasks can wait until your return;
  • Allow for wind down.  As your vacation approaches, leave time in your schedule to finish up last minute work.  Reduce or refer out new matters;
  • Train staff.  Do they have a clear understanding of office procedures?  How will they screen client calls during your absence?  Give them parameters for contacting you or your buddy in the event of an emergency.
  • Resist constantly checking voice mail, e-mail, or text messages.  Technology is a God-send, but part of rejuvenation is taking a break from our instant Internet society. Checking in is okay, but stick to a schedule to avoid obsessing over what is going on back at the office.  Remember – you have an emergency plan in place.  If something happens, staff or your buddy will get a hold of you.
  • Avoid post-vacation overload.  Just as you blocked out dates to go on vacation, allow yourself time to get back up-to-speed.  Otherwise, you’re right back where you started.

All Rights Reserved 2019 – Beverly Michaelis

 

You Need a Break

Memorial Day is right around the corner.  While you’re honoring our military men and women and taking time to relax over the three-day weekend, I want you to start planning your summer vacation.  Yes, I just said that.

Build time off into your work schedule now – no excuses!  It takes effort and organization, but your body and mind will thank you.  We all need true recuperative time away and three days just isn’t enough.  Here’s a game plan to help you get started:

Budget now to go on vacation later.

“If I’m not at the office, I can’t bill.  If I can’t bill, I won’t get paid.”  True enough, but there is a solution:  budget for your vacation.  A bit of research and number crunching is in order here. First, calculate your vacation expenses. This should be relatively easy.  Next, quantify the lost revenue you need to replace during your time out of the office.  Now that you know how much you need, begin setting aside funds every week to meet your financial goal.  If necessary, find little ways to cut back that can really add up: like bringing your lunch to work, deferring your daily Starbucks fix, using public transportation, or telecommuting.  Saving weekly will keep you on track and help manage expectations. If you’re just getting started, then your plans this year may be more modest.  Next year, you can begin saving for your summer vacation in January.

Clients are important enough to schedule.  So is your vacation.

Work will never go away, but I guarantee that if you look ahead in your calendar you will find a block of time with no commitments.  Even if you haven’t made plans yet, block the time out now before your calendar fills up.  If you have a habit of backsliding, enlist your family as enforcers.  This time should be sacred.  If you need an extra incentive, consider non-refundable travel reservations.

Preparation is Key!

If you’re a member of a firm, going on vacation is a matter of meeting with other lawyers who will be covering cases during your absence.

If you are a sole practitioner, use the buddy system.  Find a colleague who is experienced in your practice area and willing to cover for you.

This arrangement is usually reciprocal and is helpful if you have an unexpected absence from the office due to injury or a medical condition.

Follow this checklist:

  • Notify clients, opposing counsel, judges, or other appropriate parties that you will be out of the office;
  • Prep your files.  They should be well-organized and current, with status memos so your buddy can easily step in if needed;
  • Create a “Countdown Schedule.”  Identify what needs to be done when and whether certain tasks can wait until your return;
  • Allow for wind down.  As your vacation approaches, leave time in your schedule to finish up last minute work.  Reduce or refer out new matters;
  • Train staff.  Do they have a clear understanding of office procedures?  How will they screen client calls during your absence?  Give them parameters for contacting you or your buddy in the event of an emergency.
  • Resist constantly checking voice mail, e-mail, or text messages.  Technology is a God-send, but part of rejuvenation is taking a break from our instant Internet society. Checking in is okay, but stick to a schedule to avoid obsessing over what is going on back at the office.  Remember – you have an emergency plan in place.  If something happens, staff or your buddy will get a hold of you.
  • Avoid post-vacation overload.  Just as you blocked out dates to go on vacation, allow yourself time to get back up-to-speed.  Otherwise, you’re right back where you started.

Give yourself and your family a well-deserved break.  With a bit of organization, you can budget for (and enjoy) your time off.  Thank you for tolerating my nagging!

All Rights Reserved 2018 Beverly Michaelis

Postscript

As we speak, I am planning my escape now!

The Link Between Clutter and Stress

Why do we accumulate clutter?

  • Does it fuel our creativity?
  • Do possessions make us feel successful?  Or safe?
  • Make us look busy and important?
  • Are we too emotionally attached to weed out what we no longer need or use?
  • Are we hoping that someday our stuff will be worth a lot of money?
  • Or because we paid a lot of money for our stuff, it’s too good to get rid of?

In an extensive four-year study, UCLA researchers documented the debilitating effects of clutter on our mood and self-esteem. The greater the clutter, the more stress and anxiety we feel. This is especially true for women.

Tackling stress

There are many excellent articles on how to declutter. Start with these steps from Simplemost and HouseLogic. For ideas on managing stress, see the March 2017 issue of InSight. Read the article Stress Management: How to Reduce, Prevent, and Cope with Stress and download the associated Stress Management Self-Help Checklist and Stress Relief Toolbox. Don’t hesitate to contact an attorney counselor at the Oregon Attorney Assistance Program (OAAP). The OAAP can give you guidance on how to develop your own stress management program using deep relaxation, meditation, time management, and other proven stress-reducing techniques. Best of all, contacting the OAAP is free and confidential.

All Rights Reserved Beverly Michaelis 2018

Path to Lawyer Well-Being

A recording of the October 2017 ABA CLE webinar, “The Path to Lawyer Well-Being: Practical Recommendations for Positive Change,” is now available to view, free of charge. The webinar featured the report of the same name issued by the National Task Force on Lawyer Well-Being which presents a series of recommendations directed at a variety of […]

via Free Recording of “The Path to Lawyer Well-Being” Webinar Now Available — CoLAP Cafe