One thing that I am doing, that you can’t see in these monthly reports – at least not yet – is the incremental nature of some goals. For example, you talk about having 2k in an e fund by April. I might then have individual $500 goals in Jan, Feb, Mar, and April. That makes me accountable to the end goal one month at a time.

In that way, I am allocating time each month towards the larger goal. But more to your point, I don’t always carve out time on a literal calender to chase on these items. I need to refine this point as I move forward. Otherwise, as you predict, I’m scrambling against a deadline or just not getting everything done.

As for the detailed goals… I’ll admit that I’m somewhat subjective here. I do have a mental image of what I see each step looking like at its completion, but I’m mostly the lone arbitor at the end of the day. I’m a pretty tough judge most times so it works out, but it does represent a potential hole in the process. I’ll have to give that more thought.

Thanks for the comments and questions… good discussion.
Dave

looking at the march goals, those should be a breeze. my advice, start now with the garage cleanup!

So it looks like some of the tasks are more detailed than p/f, how do you handle that?

good luck.