THE PRACTICE
Most to-do lists only track the things you have to do. But a surprising amount of a solo operator’s week is spent on things someone else has to do. The client who’s reviewing the draft. The supplier who said the quote would come Thursday. The invoice that was “approved and in the system.” The referral who said they’d introduce you. The accountant who needs to send back the form.
None of these are on your list, because none of them are your job right now. So they live somewhere worse: in the back of your mind, where you check on them several times a day. Did they reply yet? Should I follow up? Is it weird to follow up already? That low hum of checking is attention you’re spending on work you can’t do anything about.
Why it works
Your brain keeps an open loop running for anything it’s afraid of forgetting. It doesn’t matter whether the next move is yours or someone else’s. If the only place an item is stored is your memory, your memory will keep reminding you about it, usually at the wrong moment.
A written waiting-on list closes the loop. The item is recorded, the chase date is set, and your brain can let go of it because it knows something else is holding it. It also fixes a quieter problem: without a list, follow-ups happen based on anxiety, which means you chase some people too soon and forget others entirely.
How to run it
Give it its own page. Not mixed into your to-do list. A separate note, a column on your project board, a sheet of paper. Four fields per line: who, what, when you asked, and when you’ll chase.
Add an item the moment you hand something off. Sent the proposal? Add the line before you close the email. Left a voicemail? Add the line before you put the phone down. The habit that matters is writing it at the handoff, not later from memory.
Set the chase date on the spot. Pick a reasonable default for each kind of item and stick to it: three business days for a client reply, one day past the promised date for a supplier, a week for an intro. Now the question “should I follow up yet?” has an answer, and it’s already on the page.
Review it once a day, at one time. Five minutes, first thing or right after lunch. Chase anything that’s due, cross off anything that came in, and close the list. Outside that window, you don’t check.
The mistake most people make
Treating the list as a place to feel frustrated. It’s easy to read it and stew about how long everyone is taking. The list isn’t a scoreboard. It’s there so you can stop thinking about these people for the other twenty-three hours of the day.
The other mistake is leaving items on it forever. If you’ve chased something twice and heard nothing, make a decision: send a final note that says you’re closing it out, or move it to a “dead” section. An item that sits on the list for a month is back to living in your head.
Do this before Monday
Take ten minutes and write down everything you’re currently waiting on from someone else. Most people find eight to fifteen items. Give each one a chase date. Anything that’s already overdue, send the follow-up now. Monday you start the week with an empty head and a list that remembers for you.
Article contributed by
The AFE Editorial Team