1. Set up your calendars (4-6 hours)
Put all of these events into your calendar:
- Gas bill due date
- Electric bill due date
- Mortgage/rent due date
- Phone bill due dates (landline and mobile)
- Cable/satellite bill due date
- Insurance premium due dates
- Backup computer (daily, weekly, or monthly, depending on your usage and level of paranoia — automate this if you can)
- Trash pickup (set reminder for the night before)
- One day every three months for oil changes
- One day every year for auto tune-ups
- One day every three years for major auto tune-ups
- One day every 6 months for dentist appointments
- One day every year for doctor, eye doctor
- Any other recurring medical appointments
- One day very month for prescription refilling (two reminders — one to call in refill, one to pick up)
- Netflix/Tivo/XM/other service billing dates
- Write grocery list (one day before your regular shopping day)
- The day the exterminator comes
- The time and day of any TV show you watch regularly
- The last day of January (to check for tax paperwork)
- One or more days at the beginning of the year to do your taxes and.or contact your tax preparer
- April 15 (or whatever day taxes are due in your country)
- Start and end of the school year, start and end of school vacations
- Birthdays, Anniversaries, Christmas, Valentine’s Day, other important holidays (set two reminders — one on the day itself to remind you to call or take some other action and one two weeks earlier to buy a gift, if needed, or plan a party)
- Monthly, quarterly, and annual home maintenance (see checklists below)
- Any other date which requires a concrete action at specific times every week, month, or year
Also add these dates, without reminders:
- The end date for all of the above billing cycles
- The pay dates for any automatic payments (and it’s a good idea, while you’re at it, to set up automatic payments for as many bills as you can)
- Direct deposit dates
- Automatic bank transfer dates
- Stock dividend payment/reinvestment dates
- Any other date it’s important for you to know about but which does not require any immediate action on your part
In your main calendar, the one you use for keeping track of your schedule day to day, schedule blocks of time for the following:
- Grocery shopping (weekly)
- Laundry (weekly)
- Family meals
- Bill paying (bi-monthly — the first and third weekend of the month might be good. List in the note section all of the bills that come due in the half month after each bill-paying day)
- Any weekly, bi-weekly, or monthly meeting
- Kids’ sports events (e.g. weekly football games every Saturday from September 15 through December 15)
- Other kids’ activities (art classes, piano lessons, every 3rd weekend at grandparents’, etc.)
- Weekend chores/cleaning
- Commute time
- Gym sessions
- Golf/bicycling/other sports
- Weekly review (schedule 2 hours whenever you’re least likely to be interrupted) — make sure you use your weekly review to add any new reminders you might need!
- Writing time (if you want to write an hour a day, schedule an hour a day — don’t assume you’ll just “find” a spare hour each day.)
- Other hobbies (same as with writing)
- Any classes you’re taking
- Goofing off time (I schedule at least an hour a day for whatever strikes my fancy)
- Any other regular blocks of time you know you need to be at a specific place or doing a specific thing. The only exception is your regular 9-to-5 job, if you have one — schedule the activities you’ll do at your job, not the job itself.
2. Set up password system (2-3 hours)
Make sure you get information for all of these:
- Bank accounts (including debit card PIN)
- Credit cards
- Stock accounts
- Email
- Internet service
- Online payment services
- Phone service
- Utilities
- Website memberships (Yahoo, Google, YouTube, Facebook, LinkedIn, MySpace, flickr, Wordpress.com, Digg, Reddit, Blogger, OpenID, etc.)
- Your site’s login, FTP, and admin panel info
- Any MySQL or other databases your site uses
- Work accounts
- Parking permit services
- DMV online/other government services
- Web applications
- Software registration keys (not technically passwords, but many password managers include sections for registration keys — useful if [when] you need to reinstall Windows)
- Any other account you have a password to
3. Create checklists (2-3 hours)
Some checklists to think about creating include:
- Grocery list (with everything you commonly buy and space for additions; my list is organized by aisle in the store we shop at, so I can move quickly from back to front with minimal interruptions)
- Monthly home maintenance (e.g. change air filters, test smoke detectors, etc.)
- Quarterly of semi-annual home maintenance (e.g. clean gutters, replace smoke detector batteries, check fire extinguishers, etc.)
- Winter/Summer car preparation (e.g. check coolant, flush radiator, add chains/snow tires, etc.)
- Trip/vacation packing
- Christmas decorating
4. Keep up to date with a weekly review
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