easier
Productivity Coaching, Time Management Consulting and Leadership Coaching for business and nonprofits - get your most important work done. Collaborating with leaders and their teams to become more strategic, focused and productive. Leadership and Board Coaching, Strategic Planning Facilitation, Productivity Coaching and Time Management Consulting, Professional Speaker.
Productivity Coach, Productivity Consultant, Leadership Coach, Time Management Coach, Business Consulting, personal productivity, time management, nonprofit, board coach, collaboration, strategic planning, facilitation, change management, leading productive teams, project planning, board development, volunteer engagement, association management, workplace productivity, executive director.
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easier Tag

15 Jul

Posted at 08:32h in Organize to Thrive, Paper Management, Tech & Digital Clutter, Tips for Easier Living
Evernote Implementation Plan

Evernote Implementation Plan

The last six weeks have been crazy for me.  I’ve attended conferences, workshops, board meetings, college orientations, coaching sessions, mastermind groups, held client intakes and more.  The result of which, of course, are tons of notes.  But the good news?  I have no piles of papers. NONE! How did I do it?  I used Evernote for EVERYTHING.

I’ve written about Evernote before but I’ve been observing you users out there and know that many of you still haven’t taken the step to make Evernote your note taking tool of choice.  Here is why it works for me:

EVERNOTE Is Always with Me – regardless if I have my phone, my iPad or my laptop I have my (cloud based) EVERNOTE.

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06 Mar

Posted at 08:13h in Paper Management, Tips for Easier Living

Once again Tax Day has come and gone.  For me it’s about 8 focused hours.  I sit down to prep, our CPA Steve appears at our door, we work together for a couple hours, he leaves…we are done!  We’ve had this routine for years.  Steve always chuckles and tells me I’m his most organized clients.  The secret – it’s not what I do that day, it’s the little things I do all year long.  Here are my top tips for taming tax day:

  1. The Annual Check Register – I don’t know many people that keep check registers these days.  Most everyone just counts on their on-line balance.  But I still do.  And I start a new register on January 1st each year.  That way, when it’s tax time I have many answers all in one place, my auto-pays, donation checks I may have missed, household expenses, medical bills – most of the things I pay by check I need when I pay my taxes.  On Tax Day I go through my register and it helps me to prepare my Medical, Donation and Household expense totals.
  2. Dedicated ONE Place for Tax Receipts – As you walk in the backdoor of my home I’ve created a command center.  It is the designated spot for mail, and each family member has a cubby.  There are also a couple of shelves for general use.  On one of those shelves I have a 3 drawer bin.  One of those drawers is labeled taxes.  During the course of the year any and everything I need for taxes goes in that drawer.  Goodwill receipts, on-line donation receipts, medical bill receipts, prescription receipts, and anything else relevant.  On January 1st I empty it out and put it in an envelope for totaling on tax day.
  3. Pull Records on January 1 (or 2) – Each year I start my records fresh on January 1st.  That way last year and this year are never commingled.  I put all of the prior year’s records into a Bankers Box that gets stored under my desk.  After Tax Day the box goes into storage in my basement.  I most comfortable keeping 7 years of boxes (ask your tax adviser what’s best for you).  Steve left last night at 7 pm.  My box went to the basement as he walked out the door.  I pulled the box that was 8 years old and it will go off to my towns next free shredding day.
  4. Dedicate One Spot for Year End Tax Statements – Regardless of what it is, if we need it to do our taxes it goes in one spot.  That way we have everything we need when we need it.
  5. Tell your Teenagers What a W-2 is – This is the 2nd year in a row that we couldn’t finish our taxes 100%.  We were missing one thing.  Last year it was our older son’s W-2.  This year, our younger son’s W-2.  If we don’t tell them what it is, and that they need to give it to us we don’t have it.  Bummer.

(In New Jersey where I live the % deductible for medical is substantially less than the Federal %.  Ask your tax preparer about your states limit.  It is definitely worth it for me to track this.  It may or may not be or you.)

18 Feb

Posted at 09:31h in Focus and Prioritize, Paper Management, Productivity, Tips for Easier Living

Developing a habit is an important part of creating change, but an equally important aspect is creating a process.  And not just any process, a SIMPLE process.  For if I’ve learned anything working with my clients, I’ve learned “if it’s not simple, it’s too hard.”  Creating a simple process is perhaps the most crucial aspect of driving change.

What does creating a process look like?  If I asked you to write down the steps to do something you do every day you could.  Let’s take getting dressed each morning.  My system looks like this:  1. Take shower 2. Brush teeth 3. Put in contacts….. etc.  I do the same thing each morning.  I don’t need to think about it, I’ve done it so many times that it has become rote.

Everything that is done routinely needs a clearly thought out process.  Let’s apply this concept to staying on top of the papers in your office.  We start by breaking this into WHAT, HOW and WHEN.

“WHAT” is the goal: “round up the piles, papers and notes into a clearly prioritized task list in order to be able to focus on my most important work.”

“HOW” is the process:

  1. Gather all papers and notes that are laying around into one big pile
  2. Pick up the top item in the pile – ask: what needs to be done?
    1. If I need to put it away – put it away
    2. If I don’t need it – put it in the trash, recycle or shred zone
    3. If I need to give it to someone else – put it in a pile with their name on it
    4. If I need to take action on it – prioritize the action (critical, hot, sooner, later) on my task list and decide if I still need the paper (put it in the take action zone or throw away if I can)
  3. Pick up the next item and process
  4. Continue until I’ve cleared the pile
  5. Distribute sorted papers to their proper places
  6. Review my task list to ensure proper prioritization

“WHEN” is the frequency: “I will schedule 2 hours each week.”  Put it on your calendar.  If something comes up and you have to move it, that’s fine as long as you spend the 2 hours each week.  (Realistically, when you get started this can take 2 hours.  As time goes on it may take less than 1).

While this process may seem daunting, the more you work it, the easier it becomes.  By having the process written down it helps you to keep on track, and on task, until it becomes rote.

17 Dec

Posted at 09:10h in Focus and Prioritize, Time Management, Tips for Easier Living

Get a handle on your JOMTI.  On your what?

JOMTI – Just One More Thing-Itis!

You know that urge to squeeze one more thing in…and then it makes you late.  It makes you late for the holiday party, the concert, or puts you at the mall with only an hour left to shop.  It makes the traffic heavier, it makes the prices higher and it makes the blood pressure rise.

Now, what if instead of making that phone call, answering that email, or checking your phone one last time you left 5 minutes earlier.  I know, it’s hard to do.  But consider the benefit.  Ask yourself – it is worth it?  Even if it was an important task, ask yourself:

  • Can it wait?
  • What if I did it later?
  • What if I didn’t get to it at all?

The trade off for doing one less thing? MORE JOY THIS HOLIDAY SEASON.

Wishing you a wonderfully joyful pre-holiday week.

05 Nov

Posted at 10:29h in Focus and Prioritize, Organize to Thrive, Paper Management, Productivity, Tips for Easier Living

I received a question from one of you this week.  JW writes: I am a true list maker. I make a “to do” list every single day. Only problem is that I use several different types of note pads and don’t throw the list away each day. (some days I’m better than others).  Therefore, I have various lists on kitchen counter, desk in my office, night table. Then I spend a few minutes each day merging the lists, etc. I realize it’s a definite waste of time and was wondering if there are others like me.

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01 Oct

Posted at 22:55h in Productivity, Space, Tech & Digital Clutter, Tips for Easier Living

Every once in a while I come across a product that is perfect.

I’ve been carrying the Incipio STOWAWAY® for about the past 6 months. I have had more people comment and get excited about this phone case than anything I’ve owned (that I can remember.) Practically everyone who sees it asks about it and says they want one.

This is a wallet case for my iPhone that holds 3 credit cards (Business Credit Card, Family Credit Card, and Personal Credit Card). It does add a bit of thickness to the case, but that doesn’t bother me. I typically carry my cell phone in my jeans back pocket or in my handbag. The thickness doesn’t affect either of these situations. It is great to have what I need when I need it.

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