Author: alex

  • I Stopped Looking for the “Best” Annual Planning System and Built this Instead

    I Stopped Looking for the “Best” Annual Planning System and Built this Instead

    It’s the time of year where all of those cookies and Biscoff Truffles have you thinking how you’ve got to get back to the gym in January. Naturally, that thought dominos to the next – it’s time to set New Year’s resolutions. “And this year, I’ll definitely follow through.”

    This is where many end their planning – with a laundry list of intentions. “In 2026 I’ll lose weight, spend less money and read more books.” I think it’s safe to assume that stopping at this point is why 91% of Americans fail to achieve the resolutions they set.

    Having fallen victim to the ambition trap myself, I began iterating on an annual planning framework in 2021. I read articles and books, listened to podcasts and watched YouTube videos. With every self-proclaimed productivity guru sharing their silver bullet system, it quickly became overwhelming and difficult to separate the fluff from what would actually help me grow.

    I tried many methods and concepts. I designed my year around a theme. I Photoshopped a vision board. Last year I made a bingo card for my goals. I even bought a course promising to improve my life in 30 days. Some of these ideas worked for me – others didn’t.

    I came to realize that writing down what I wanted to do wouldn’t cut it. I needed to implement a system of how I was going to do it. Additionally, I needed to stop biting off more than I could chew.

    Disclaimers

    A big discovery on this journey was coming to the understanding that no one system, method or concept works for everyone. Another inconvenient truth, at least for me, is my framework needs to be tweaked every year. As I grow and change, so does my system.

    I mentioned this earlier, but be intentional about how much you take on at once. This is an iterative process – it’s better to start with a small “minimum viable product” and adjust or build out from there as needed.

    Setting My Intention

    Before I even began setting goals this year, I took time to reflect on the previous year. What happened in 2025? What were my accomplishments and highlights? More importantly, what lessons can I take away from the previous 365 days? What didn’t work and how can I change that this year?

    Then I revisited my Personal Mission Statement. I picked this up from The 7 Habits of Highly Effective People by Stephen R. Covey. Specifically, Habit 2: Begin With the End in Mind. Covey says this habit is “based on the principle that all things are created twice. There is a mental (first) creation, and a physical (second) creation. The physical creation follows the mental, just as a building follows a blueprint.”

    Similar to what is written for businesses, my Personal Mission Statement is a couple sentences that capture the essence of what I want my life to be. This, along with a Purpose Statement and a listing of my Values, help to set my intention – or North Star – for next year.

    Auditing My Life

    After getting into the right mindset, I participated in two audits I learned from the Personal Excellence blog: the Life Wheel and a modified version of the Vision Board. The Life Wheel exercise involves you evaluating and scoring each area of you life, such as Career, Finances, Health, etc. A Vision Board or similar effort helps you to visualize and imagine your ideal life. Once you know where you are, what’s not working, and where you’d like to be, your goals, projects, habits and reviews will help you progress towards your North Star.

    I want to give a big shout-out to Celes at Personal Excellence. She has written many great articles across a variety of topics including self-improvement, goal achievement and productivity. Definitely check out her work.

    My Personal Taxonomy

    I strongly recommend the note-taking tool Obsidian for this process. It allowed me to effectively build a connected outline of my life, using my own version of the Life Wheel as my primary categories. You can think about this like a website’s sitemap – a tree structure with items bucketed in relevant categories. This outline helps ensure everything you want to track is documented, organized, and can even map across your task manager and your computer file system, so nothing gets lost.

    • Life
      • Planning
      • Bucket List
    • Environment
      • House
      • Vehicles
    • Craft
      • Game Development
      • Writing
      • Visual Arts
        • Photography
    • Growth
    • Fun
      • Travel
        • Japan Study Abroad

    The above is a sample of my Taxonomy, from Areas to Categories to specific Projects. Taking this inventory not only helped me to inform my Life Wheel scores, but also what areas of my life I’d like to make progress in and which areas I need my goals to be set.

    Goals

    Now is when I got to the more traditional resolutions: setting my S.M.A.R.T. goals for the year. These are Specific, Measurable, Achievable, Relevant and Time-Bound objectives. I like to align one goal to each area, within reason. If I have seven Life Areas, that’s likely too many goals, so I prioritize the areas that scored lower in the Life Wheel exercise.

    To help break up goals or sub-goals, I like to set them by quarter. For example, I want to work on learning more musical instruments in 2026. To make this more digestible, I have decided to learn one song on the drums in Q1, and one song on the banjo in Q2. These tick all five boxes of a S.M.A.R.T. goal.

    A note on goal-setting. Be intentional and limit yourself. For me, this time of “turning over a new leaf ” can be one where my ambition takes over and leads to setting too many goals, stretching myself thin. It’s difficult to use this constraint, as choosing to a handful of the most important goals means de-prioritizing other things you may want to pursue. Fun fact, word “decide” has a Latin root that means “to cut off.”

    It’s okay to be ambitious, so when I found myself identifying many pursuits, I penciled them in for following years. Setting goals at 1, 3 and 5 years out can help with longer-term planning and ensure all of your pursuits are included in your plan – eventually.

    For continued break-down of goals into bite-sized chunks, I recommend David Allen’s Getting Things Done. This productivity method helps keep you on track and ensures nothing gets lost along the way. Personally, I use Todoist to track all smaller tasks in a project and which item comes next.

    Habits

    I have been trying to get around to reading Atomic Habits, and one of my goals is to finally dive into it this year. My hope is this book will help reduce friction in my daily schedule: establishing patterns (which the brain likes), curating an environment that sets me up for success, habit-stacking, etc. are of much interest.

    Habits are the work you actually have to do. These are the execution of the goals. If I’m going to learn “Wrench and Numbers” from the Fargo TV series, I will have to carve out dedicated time each week where I practice the drums. This incremental progress, or what Jim Collins calls “The Flywheel Effect” in his book Good to Great, are the single steps we on our journey of a thousand miles.

    Review Rituals

    There are many keys to this framework, and reviews are unexpectedly important. These are the daily journal entries, weekly GTD reviews and monthly check-ins that help you determine what’s working, what needs to change, and what’s next. You may not be one for daily journaling, but the weekly review is a must for making tweaks to your routine, planning for the upcoming week, and identifying your priorities.

    I like to carve out at least 30 minutes per week for this. Brew some coffee (or go to your favorite coffee shop), eliminate all distractions, and go through the review items you have set for yourself. Here are a few I check each week or month:

    • Are there any upcoming birthdays?
    • What is on the calendar this week/month?
    • Whats the next task in each project I have?
    • How am I progressing on my goals?
    • Are there any events this month I’d like to attend?

    Skipping this exercise and my habits are where I’ve fallen short in the past. It helps me to keep myself accountable and remind myself of the goals I have set.

    Closing Thoughts

    This represents a shift in my annual planning process. It’s informed by successes and shortcomings over the past four years. Next year, it will likely need some tweaking as I achieve some goals and miss the mark on others.

    This is how I think about this framework:

    Each step in the planning process has connections to the other, with work being the foundation of the plan. Reviews recur around each step, as I want to ensure I have check-ins across all areas on a consistent basis – always adjusting my heading towards the North Star.

    I hope the time I have spent reviewing of the systems’ of others, designing my own from pieces of their frameworks, and sharing the outcome with you will help you on your growth journey. If your method is different, I would love to hear what works for you!

    Acknowledgements

    I want to thank Ryan Kerr for reviewing this article.

    Happy New Year.

  • Digital Tools for Productivity and Organization

    Digital Tools for Productivity and Organization

    If you’re anything like me, you have a finger in every pie. As you’ve gotten involved with more projects, or the work you’re doing has become more complex, you’ve probably hunted for ways to organize and optimize your workflow. My most recent trip down the digital tool research/QA rabbit hole probably doesn’t fall into the traditional “LinkedIn” business story, but it did lead me to some incredible applications that overhauled how I organize and manage my life.

    As it’s becoming more mainstream, you may be familiar with what a Dungeon Master is. In tabletop role-playing games, such as Dungeons & Dragons, a so-called “DM” develops scenarios, characters, settings and more to build an overall story for players to participate in. My hunt for new tools started here: I wanted to know how Dungeon Masters around the world were keeping everything organized. How could they record and track branching storylines, non-player characters and their character sheets, dialogue, settings and more?

    OneNote

    What I learned was most of them use a tool I wouldn’t have expected: Microsoft OneNote. The “notebook” hierarchy structure is a great way to organize most types of content you may need for a project that requires a lot of notes.

    OneNote allows for multiple notebooks. Each notebook can have multiple sections (think “tabs”), and each section has pages. Cross-notebook search functionality, the ability to hyperlink to a particular page, and a simplified tagging system make organizing large amounts of text, files, images, audio and even video easy and straightforward. It’s perfect for keeping notes at work or school, or for a organizing a very detailed project on digital paper.

    Airtable

    Around the time I was learning how to run a tabletop RPG, I was also trying to get my video game collection cataloged. I had been using Google Sheets, which was doing a great job, but didn’t quite have every function I was looking for. The functions I needed were record tagging and customizable views of my data (I know Sheets has this functionality, but it felt clunky and wasn’t easy to use).

    If you use Excel or Google Sheets, you know that multiple values in a cell won’t filter correctly as you’d expect a tag to. Let’s say you’re cataloging a record collection, and some of your albums fall into more than one specific genre. In Excel, “Pop” filters differently than “Indie,Pop.”

    Airtable, the freemium spreadsheet database hybrid, solves for this easily using one if its many field types: multiple select. You can store your records, then tag them using multiple select, give them a status with a single select, insert attachments, dates, currency and custom ratings to make whatever you’re storing more rich. Once your data is prepared, you can define custom views to more easily digest the right data using filters, sorts, and groupings.

    From there, either set the view to look like a grid (Excel), a calendar, a gallery (my current top games from my video game collection gallery view is here), or Kanban (think Trello). Airtable is great for anything you store in Excel: recipes, movie collections, a product catalog, and it can even be used for project management.

    Todoist

    Everyone keeps a to-do list, somehow. Yours could be on your phone’s notes app, Google Keep, or with pen and paper. I used to use Wunderlist, which I still think is one of the best free digital to-do lists out there. But I was recently won over by Todoist. It’s similar to Wunderlist, but it has a few things that make it stand out to me.

    For one, it’s easy to quickly capture a task in a Todoist project, no matter where you are in the platform. For instance, if I type “Go to Grocery Store every Saturday at 9am p2 #Tasks @weekly,” Todoist will record the task (“Go to Grocery Store”) as a task that recurs every Saturday at 9, with a priority of 2, in the Tasks project, labeled as “weekly.”

    What really won me over, though, was the filtering functionality. You can write a simple query to get a view of tasks based on whatever selection criteria you want. A couple that come to mind are “due tomorrow”, and “p1 & (#Tasks | #Projects)”, which only shows tasks marked as a priority 1 and are either in the Tasks or Projects list.

    Todoist is perfect for organizing your personal life and tracking your goals. I use mine for quick task reminders, and keeping up with goals that happen weekly, bi-weekly, or monthly. The best news? It’s also freemium.

    Honorable mention here, if you like games and are looking to develop or kick certain habits, Habitica is another incredible tool worth checking out.

    ClickUp

    The latest and greatest tool in my arsenal is none other than ClickUp, one of the best-rated freemium project management platforms available. It’s difficult for me to describe just how useful all the functions ClickUp has can be, but I can try. It — like Airtable — has multiple views: calendar, list and Kanban included. You can define custom statuses, custom fields for a task, tag items, create sub-tasks and checklists, assign teammates, and filter and sort your tasks based on project or space.

    If it weren’t for the custom filters that Todoist has, I think I would have already switched all of my project and task management over to ClickUp. We’re currently getting project management for Doctors of Gaming and Red Husky Media fully moved over to this tool, and it’s already helped us tremendously. Lucky for me, and anyone else who desperately needs to consolidate, it looks like the ClickUp dev team is currently working on implementing advanced filters.

    These tools have made my life, both profession and personal, better. I can more easily manage every iron in the fire, from the multiple month project to my personal collections to reminding myself to take out the trash on Tuesdays.

  • The Academic and Financial Utility of Virtual Economies

    The Academic and Financial Utility of Virtual Economies

    In 2015, The Pew Research Center found that 24% of American adults think that most video games are a waste of time. Clearly, they’re not geeky enough to have read about the real world impacts of games like EVE Online, World of Warcraft, or Team Fortress 2.

    EVE is usually the game that comes up first when economists discuss virtual economies. What you do is pilot spaceships, mine ore, and fight in what is probably the most laissez faire economy in history. As a sandbox, EVE allows you to start or join corporations that manage activities such as mining, hauling, exploring, playing the markets or even building items and ships. Or you could become a pirate and steal from said corporations. For a full list of what you can do in-game, see this infographic.

    The in-game economy of EVE requires monitoring (there’s tons of data, so much that the company has released 50-page quarterly reports in the past) and even regulation to prevent collapse, which is definitely possible (see Runescape’s Economic Crash of 2003). One major aspect of controlling this economy is controlling inflation of the currency. The folks over at Extra Credits have a very interesting video on how designers do this:

    So what value is there here? Well, if you were to trade the virtual goods in real dollars, you could be out as much as $8,000 for some of the rarer ships in EVE. And the developer, CCP, also allow you to purchase something called PLEX. PLEX is essentially a super-currency, which you can use to purchase game time (the best version of EVE is not free, it’s a subscription). You can buy PLEX with dollars, or – for those who have enough – ISK (the in-game currency).

    A view of the World of Warcraft inventory

    The most famous MMORPG, World of Warcraft, has recently delved into virtual and actual economic crossover with WoW Tokens, a product similar enough to EVE’s PLEX. Like PLEX, Wow Tokens can be used to purchase game-time, sold for immediate gold, or traded in-game. You can invest in one when the price is low, and sell when the market jumps.

    Team Fortress 2 is another classic virtual economy, and one that got away from the developers. So Valve hired Greek economist Yanis Varoufakis to help them fix that. Not only was he able to do so, but he has used this virtual economy to reinforce academic theories of economics. My favorite example is the natural evolution of a barter economy to one with a single currency. I recommend reading his blog post about it, arbitrage and equilibrium here.

    Team Fortress 2 inventory

    As you can see, these are highly complex digital economic landscapes. And in order to provide high quality service to their customers, developers have hired academic experts to help monitor and control these markets (which has helped academic economics overall). And, over time, consumers have attributed so much value to MMORPG items that they now have a real-world dollar amount.