Sunday, May 11, 2025

Goal Tiers & Hierarchy

Goal Tiers & Hierarchy

The team is key.
As it were, not all goals are created equal.  We can have goals that vary in terms of commitment, level of resources, length of time, and so forth.  As we continue our series on goals, consider thinking about a wedding cake or pyramid shape for your goals.  Which ones empower and enable others?  Which ones nest within or spin off others down the road?  As we start defining the different tiers or hierarchies, hopefully, you will see some parallels in the principles that apply to your own situation and life.  

Use the path only where it
makes sense.
At some level, perhaps the foundational level of goal setting is the aspirational, "mission, vision, values" statements that we see in corporate agencies...but also have a place at home.  At some level, the "who we want to be," "what we do," and "how we do it" are goal-like in their ability to shape and organize our actions.  Generally, this sort of strategic statement helps us unify as a team and speak to the long-term vision, not necessarily a season of life or a sprint session, although you could set, say, a mission statement for your parenting efforts.  The Jim Collins Built to Last book introduced the BHAG or Big, Hairy, Audacious Goal framework that tells us we should have some of the just-out-of-reach stretch goals.  Our mission shouldn't be, as a family, "have a pulse," or "survive until the kids are out of school."  We should dare to endeavor greatly...what could your family look like if we're using the BHAG framework?  Dream and think BIG!

Find a long-range vantage
point.
Coming out of our mission/vision/values, we often see the breakdown into the next level of "big rocks" being a strategic plan.  These tend to be "goal-like" statements that cast a vision for unifying efforts across a 3-5 year period or season.  They tend to stay out of the weeds level details and focus on the end zone or season-end targets.  For a family, some of those temporal landmarks or easily divisible seasons might include high school, college age, first job, dating/engagement, newly married, infant children, pre-K, elementary school, junior high...and the cycle repeats while you head off to retirement, nursing home age, legacy.  Our strategic plan may tackle a period of time that helps us see the horizon and what's at the edge.  For high school students, it may include things like extracurriculars, hobbies, lifestyle habits, building block skills, and so forth that set the stage for the next chapter of life to go more smoothly.  

Bring the team dog.
As we bump along, getting more granular, we can start with the specific objectives, strategies, and tactics that move us from big rocks to smaller gravel in life.  As we get increasingly small (think sand), we begin to flush out things like to-do lists, tasks, calendars, meetings, schedules, budgets, and so forth.  Each one of those is, at some level, a goal.  Assigning dollars in a budget is moving us closer to...or further away...from our desired end states and stated goals.  With many of our resources, there is a very real opportunity cost (a dollar or hour spent here cannot be spent there).  Tying our most finite efforts back to our most lofty ideals helps ensure continuity and avoid wasted effort.  

See above the trees and 
noise.
Keep in mind that some of our goals should be short-term, mid-term, or long-term focused.  The blend is necessary to make progress without getting overwhelmed, but also to help keep the train on the tracks for the whole journey and not get distracted down "rabbit trails" incessantly.  When you think about some of the goals that could and should transcend seasons of life, like marriage or parenting goals, it's important to write (and edit) them in a way that allows action throughout the seasons.  For example, we should have an overarching parenting goal that shapes and guides our daily and seasonal interactions.  We should also have some smaller "milestone" type goals that allow us to do the right actions right now, along the way.  Periodically, it's important to ensure that we're still on the right glideslope to land the proverbial plane on time, at the right airport...that staying the course comes from the blend of short, mid, and long-term goal planning.  

Ride the sled
when you need.
Lastly, it's also important to say it...the goals have to be right-sized or in the right life bucket priority in your family.  For example, the goal of "Become the youngest CEO" might be great and all...but the unspoken commitment cost or sacrifice for many is "...by working a ton of hours and losing my family."  As you set out the big and small goals in your life, it must be a transparent and shared experience with your loved ones.  We have a family friend right now who is talking about moving across the country for the next three years for a job... even though his wife and kids are firmly entrenched here and want no part of it.  Sometimes we have to do what we have to do...but more often we should rewind up our goal hierarchy to see why we're contemplating it...and how else we could get the same outcome in a better way.

Ride the momentum
down the hill when 
you can.
As we wrap this week, hopefully, you've got a few ideas to guide some next steps, help you rethink the "how" in goal setting, and move you and yours closer to the big, beautiful, best life possible.  Remember, thinking through goals is a continuous improvement process and should be relative to the opportunity cost/sacrifice necessary, as well as spread across the different buckets of your life, to keep an appropriate balance.  Best of luck as you think through what "right looks like" for you and your family...and use the new wisdom to make traction.  

With you in the arena, from ours to yours...Happy Trails!

Call to Action: 

  • Pick out one part of your life that you're going to write a strategic/longer-term goal for, and then break it down with a few milestones.  As you do this more, it'll become second nature with practice.  
    • 1 - ___________________ 
    • 2 - ___________________
    • 3 - ___________________
  • DiscussionConsider what you/your family could/would/should (level of commitment) and start/stop/sustain (action) in terms of family meetings to talk through this and work on it.  

Further Reading, Motivation, and References:

- BHAG from Investopedia

Sunday, May 4, 2025

Margin Matters

Margin Matters

Friends can help with
margin.
Margin matters...in all walks of life.  We talk about this in our first responder world and in our family world.  The more "margin" we have, no matter the lane or commodity, the better.  For example, most all of us want "more" time, resources, money, memories, and such in our lives.  By using our schedule, budget, and other skills/systems/tools, we can build a longer runway that helps us safely take off or land the proverbial plane in each lane of our lives.  The good news is that as we get good at building systems that create and infuse margin into our lives...those skillsets can translate into other parts of our lives.  Generally, if you're a good prioritizer/scheduler at work...chances are...you'll do good a that at home and vice versa.  

Models can help 
identify margin.
Injecting margin, proactively and intentionally, certainly has the potential to lead to a less dramatic or "exciting" life, but comes with the upside of massively reducing our chance of ending up in a fireball at the end of the runway.  The margin that comes through processes, systems, and checklists helps us to free up resources of time, energy, and money to invest back into things that bring us joy.  At first it may seem like the discipline necessary to make margin sucks the fun out of life...in reality, you'd have spent that same 24 hours no matter what...might as well spend it on things that you value.  

Lifejackets
bring margin.
Like everything else in life, we're likely more successful if we utilize tools and/or systems to help us build margin.  Perhaps the biggest tool in that particular toolbox is the ability to say "no."  Most often in our lives, we're overcome or stressed not by what we said "no" to, but rather what we said "yes" to.  This can apply to our work lives, home lives, church lives, volunteer lives...or whatever other lives you live.  Chances are that agreeing to one more "too good thing" we end up with one more too many.  Sometimes, inadvertently, we can, with good intentions, sink our proverbial ship by overburdening it with too much of a load.  

So do seatbelts.
As we look at other tools, perhaps the next biggest one is getting good at calendars.  The "too much of a good thing is still too much" principle applies perhaps more to time since it is such a finite, precious resource compared to other areas of life.  Strategically, being selective with our calendar helps us ensure that we have the right things on our plate (think Stephen Covey's ladder leaning on the right building).  Tactically, we can make our calendars more efficient by planning in more pre/post-times around activities.  For example, blocking out "packing" time before Sunday church and perhaps downtime after helps ensure that we show up on time, can enjoy it fully, and can reflect on it afterwards.  

"Measuring" 
before you leap.
In the lifestyle part of life, we can inject margin into our lives through things like shopping ahead, making lunches the night (or weekend) before, doing bulk freezer meals, or similar activities.  These margin-making decisions allow the rest of the day/week/month to go more smoothly.  Similarly, when it comes to finances, having a budget in place, creating (and maintaining) an emergency fund, adequate insurance, and saving up for bigger purchases with sinking funds are key items.  The idea of using margin is a practiced art that we get better at over time.  

Harnesses give
margin.
When it comes to marriage and kids, margin matters maybe more than in most areas of life.  There will be seasons of life where you end up sprinting in one area to the detriment of other areas.  By "stocking up" and investing in the "love tanks" of your family, you build up margin that you may need to draw on when you have to miss the ball game or dance recital.  This doesn't work forever...you've got to have balance but during the sprint seasons, the margin you built up can be drawn upon.  Think of this similar to a traditional farming harvest when you have seasons for planting and seasons of harvesting...surplus in the fall that you bank up and use throughout the rest of the year.  

A dog probably
helps too.
A couple of other thoughts on margin include the old Fight Club "what you own ends up owning you," is true.  With most things you purchase in lif,e there is not only the opportunity cost but also the ongoing maintenance cost.  Take the vacation cabin for example, a certain number of weekends are spent just keeping it up, reducing the margin that you'd otherwise have to invest some time into the recreational activities your family enjoys...likely the reason you bought the cabin in the first place.  Be careful as you buy stuff that you don't end up accidentally sucking all the margin out of life by missing the forest for the trees.  

Learning is part
of margin.
As we wrap up, we'll talk about one more angle of margin before we go.  There is a saying in the first responder disciplines, "time is life," and it's aimed at buying time in emergency situations.  In our family life, the margin that comes with leaving early when you're travelling.  The lack of having to "speed" may be the difference between life and death in car crashes.  On the macro level, the lack of margin over the years may be more likely to result in heart attacks, strokes, and other ugly diseases.  

As always, hopefully, this post helps get your creative juices flowing and conversations moving you to action in your homes and lives.  Best of luck...build margin...and maintain it.  

With you in the arena, from ours to yours...Happy Trails!

Call to Action: 

  • Pick out a couple of pieces of life where you feel swamped...now map out three things you can do this week to build more margin.  
    • 1 - ___________________ 
    • 2 - ___________________
    • 3 - ___________________
  • DiscussionConsider what you/your family could/would/should (level of commitment) and start/stop/sustain (action) in terms of activities that will help you get...and keep margin in life.  

Further Reading, Motivation, and References:

- Joe Sangl - Oxen book

- Jocko Willink - Discipline Equals Freedom

Goal Tiers & Hierarchy

Goal Tiers & Hierarchy The team is key. As it were, not all goals are created equal.  We can have goals that vary in terms of commitment...