Planning Tools
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Planning Tools

23 May

Posted at 08:58h in Planning Tools, Productivity, Tech & Digital Clutter, Time Management

 

Email – you can’t live with it and you can’t live without it. It seems to take on a life of its own and it seems to impact everyone’s productivity. Today we will look at some email best practices that if we all followed would make everyone a little more productive.

Email Composition

  • Keep the SUBJECT relevant – update the subject line as topics change. Remembering that people search by subject will hopefully motivate you to take that extra second to check that your subject line is relevant. During the course of an email conversation, if the topic changes, change your subject line.
  • Be concise – make your point as briefly as possible. Long and complex emails are often put aside, never to be looked at again. If you want an answer, keep your message simple and short.
  • Be decisive – minimize emails going back and forth by making decisions. Instead of saying “should I call you or do you want to call me,” say, “I’ll call you.” Instead of saying “should we talk at 10 am or 11 am,” say “let’s talk at 11 am.” Better yet, say “I’ll call you at 11 am unless I hear from you otherwise.”
  • Share sentiments sparingly – while “thank you” and “great job” are lovely thoughts, email may not be the best venue to share them. Be mindful of email overwhelm before you share kudos and DO NOT REPLY ALL.

Email Triage

  • Get extraneous emails out of your inbox immediately
    • if you have reviewed an email and it has no use to you, DELETE IT IMMEDIATELY! You wouldn’t leave trash around your house, why would you leave it in your inbox?
    • For emails containing information that you might need some day and CAN’T GET ANYWHERE else, MOVE the email out of your inbox into a folder.
  • Unsubscribe – when sitting around waiting at the doctor’s office, for the train, for carpool, or on hold, use that time to unsubscribe from emails that no longer serve you. The fewer that come in, the more you’ll be able to manage the important ones.
  • Set Rules – if your email client (Outlook, Gmail, etc.) offers the option to set rules, use them to automatically move emails that are not important out of your inbox. I have one folder called RULES that I use for things that I don’t need, but sometimes like to see (favorite store ads, newsletters, political information, etc.)  The rule is set to automatically move those items from the inbox to the RULES folder. That way I can check if and when I want to.

Email Communication:

  • Feel no obligation to respond – just because someone asks you a question or wants your time doesn’t mean it is productive to respond. It is okay to delete something that is unsolicited or not important.
  • Stop the REPLY ALL craziness – Use Reply All very sparingly. Almost all the time your answer is most relevant to the sender and a time suck for everyone else.
  • Use Bcc when sending to a group – if sending out emails to a group be sure to use the Bcc (blind carbon copy) option rather than the Cc (carbon copy) option. This will ensure that others in the email string don’t have access to everyone else’s email address. It is poor form to publicly share other people’s emails with your group.

Shift your Perspective

Think of email like snail mail.

  • Do you feel obligated to open every piece of junk mail that comes into your home and office?
  • Worse yet, could you imagine KEEPING every piece of junk mail that comes into your home and office (gosh I hope not; and if the answer is yes, I have wonderful Professional Organizer colleagues that can help you!)
  • Just like you get rid of the garbage in your physical life it is necessary to get rid of the garbage in your virtual life too!

09 May

Posted at 00:16h in Envision Success, Planning Tools, Productivity, Time Management

We’ve all gotten pretty good at squeezing in an email, quick call, or text in a moments time, however when we have project work or multi-step tasks it a bit more complicated. Both productivity and performance improve when we are in flow.

Daniel Goleman, the Father of Emotional Intelligence, describes FLOW as a state in which people become utterly absorbed in what they are doing and their awareness is merged with their actions. He says “you know when you are in flow; work becomes easy, you lose track of time, you feel happy, and joyful, and productive.

It makes sense that we would want to create the flow state for when we finally get to doing our really important work. For the brain to engage, work has to be challenging enough to stimulate the brain. The challenge itself is energizing and motivating.

However, there is more we can do to propel ourselves into flow:

  1. Clearly define the goal and create an outline or plan. Being specific minimizes your getting off task.
  2. Create your optimum environment by eliminating distractions. This can mean no noise, white noise, music with words, or music without words. Wear headphones so people know not to interrupt you, close your office door (if you’re so lucky to have one), or find a secluded place to work.
  3. Clear the decks. While some people can jump in and “eat the frog”, others need to get the little nudgy annoying tasks off their plate so they can concentrate and be completely engaged.
  4. Block off enough time. Some people can work in micro blocks – 15-30 minutes, and the next day pick up right where they left off. Others need 2 or 3 or 4 hour chunks so they don’t have to waste time ramping up to get to where they were the day before.
  5. Build in accountability and feedback. Outside support often helps to stay on task.

 

When I dig into a task this is what works for me:

  1. I write out my goal and put it in front of me. Then I outline the steps to reach the goal, often on post-its, organizing the process. And, it helps me stay motivated when I can throw away a completed post-it.
  2. My optimum environment includes finding a quiet spot where no one can talk to me. I turn off my phone, ALL social media, and often the internet. I prefer to have either white noise or music without words playing in the background
  3. I clear the decks almost 100%. My desk surface only has the current project – nothing else.  My critical email are completed, my phone calls are made, and I try to have completed as many  little annoying tasks as possible.  This enables me to solely focus on the important work.
  4. I block out time in big chunks, preferably 4 hours. I waste too much time remembering where I was and getting back to that point if I work in lesser amounts.  If I am working on a presentation or something with lots of moving parts, I may block out the entire day.
  5. My accountability to myself is enough for me, so engaging others isn’t helpful, but many clients and colleagues do benefit from knowing they will be reporting in on their progress.

 

The one most important thing to know about flow is that it happens when we are working on things we love doing. What do you love doing?  How can you create your environment to get to do the work you love more?

03 Dec

Posted at 00:04h in Organize to Thrive, Planning Tools, Productivity, Time Management

use post-its to simplify planning your next project
Do you have a project to do, but don’t know where to start?  Most of us don’t have access to complex project management software, nor do we want to make the time investment to learn to use it.  I’ve developed a simple project planning process that yields many of the same results without the learning curve.

1.  Get a stack of Post-its

2.  Write down each task associated with the project. Don’t worry about writing them in any order, just write as fast as the ideas come to you.  Be sure to use a new post it for each individual task.

3.  Put the post-its in order. Consider – what has to come before another step, what would be the most logical way to do the work, if there is any significant wait time, and what would be best for you?  During this process you may think of extra steps.  Create a post-it for those steps and insert them into the process.

4.  Assign a length of time it will take to complete that step to each post-it – it could be 15 minutes, an hour or a week.

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11 Nov

Posted at 22:50h in Focus and Prioritize, Planning Tools, Stress Management, Time Management, Tips for Easier Living

It’s surprising to see how many of my clients are traveling at this time of year. So much is going on that sometimes people tell me they wonder if it is even worth the effort to get out of town.  Add to that the stress of re-entry and it’s no wonder our vacations don’t do such a good job of sustaining us.  Of course I have a solution – and it is in that old fashioned form of a list.

I’m all about lists supporting you in getting the right things done, and we do that by creating zones in the list.  For travel the list I suggest looks like this:

Get Out of Town with Peace

Get Out of Town with Peace

 

To make it work for you do as follows:

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08 Oct

Posted at 09:10h in Envision Success, Focus and Prioritize, Organize to Thrive, Planning Tools, Productivity, Time Management, Tips for Easier Living
TON

Ton of Shoulds

What I’m about to say is sacrilege.  It goes against every bit of advice today’s productivity experts lend.  I’ve been thinking about it a lot and am just going to put it out there…  Don’t write down every possible to-do or task you have to do.  I know, “if you don’t write it down then it is taking space in your head.”

The way I see it is that if you write everything down your endless lists become useless.  You have so much to do and so many possibilities.  To improve your quality of life I suggest you write down the to-dos that are important and just let the other stuff go.  Each time you think of something that could be done I want you to run it through the “Is this important” filter.

Deciding what’s important isn’t as easy as it sounds, but it’s not that hard either.  It just takes a bit of thought.

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