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Productivity 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 Consulting, Professional Speaker.
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In my last blog post I introduced you to the Priorities Planning Method. My method helps you identify which tasks to address NOW. When your task list is used and maintained following this methodology, important tasks won’t get lost, and you will feel confident and under control.  

The key is to organize each task into categories:

The CRITICAL Category – These are tasks that you must do now, today, or perhaps tomorrow. If there is no option to delay, it goes here.

  • Must be done today (or tomorrow at the latest)
  • Must be done or you can’t stop working for the day
  • There is NO OPTION; you must do it

The HOT Category – Tasks that are bubbling up to CRITICAL go here. These are the things that need to be done this week or in the next few days or there is a consequence:

  • You will miss a deadline
  • It will cost you money
  • You will be embarrassed
  • You will let someone down who is important to you
  • You will let yourself down
  • You won’t ever get to your high-value work

Filter questions, questions that help you see the situation more clearly, help you determine which tasks are HOT.

  • Does this task help me meet a goal or intention?
  • What are the consequences if I don’t do this task on time? 
  • If I don’t do this task in the next few days, will I miss an opportunity or will it cost me money?
  • If I don’t do this task, who suffers?
  • If this task doesn’t get done, will I let myself down?

Don’t skip over letting yourself down. Your work performance and satisfaction are affected by your ability to prioritize some of the things that are meaningful to you. It is easy to put everyone’s tasks in front of those that will inspire and motivate you. This is a great opportunity to start prioritizing yourself. 

The SOONER Category – Needs to be done soon, but not this week.

The LATER Category – If it can wait until LATER or if it is something you’re just thinking about doing, it goes in the LATER column.

Other Categories That May Be Helpful

The benefit of limiting yourself to four categories is that it’s easy to manage. If you are keeping a paper system, you can easily fit the four categories on one piece of paper. If you are managing your tasks in an app or spreadsheet program, you may want to add more.

Waiting: The WAITING category is for those items you’ve taken action on and are waiting for someone else’s action before you can proceed. The value of the waiting list is it keeps your CRITICAL and HOT lists clean and filled with actionable tasks.

Completed: The COMPLETED category is like checking off a task. Moving an item to COMPLETED feels great. Additionally, you can use this to verify the status of a task, or simply to have a running list of work you’ve completed.

Projects: A PROJECT category can be created if you would like to have a dedicated column for projects you are working on. Alternatively, the online template tool provides space for project work to be planned out and assigned into CRITICAL – HOT – SOONER – LATER categories.

Ideas: Sometimes ideas come to mind that aren’t ready to go on your list, but you don’t want to forget them. You can add an ideas category to your priorities planner or keep a running list on a notes app. 

Other Categories: Sometimes something will pop up that can be its own category; things to pack for vacation, things to discuss with your team or boss, ideas to capture relating to a specific project. When creating another list makes sense, please do so. Just remember to delete it when it is no longer relevant. 

Taking the time to organize your tasks may seem wasteful, but it helps you become proactive in your work. The only way you’ll know if this can work for you is to try it!


This is an excerpt from Chapter 9 of my new book Productivity for How You’re Wired available on Amazon. Worksheets and online templates are included via the time tools link discussed in the book.

 

In my last blog post I introduced you to Time Mapping. This week we move on my personal favorite step of The Productivity Flow Framework: The Priorities Task List. 

Tasks without sequence are like an unordered list of directions. What if I told you that you could have a to-do list that delivers the right tasks in the right order at the right time, like a conveyer belt delivers the next item to build a product? Using my Priorities Task List methodology  gives you the ability to adapt your list to any tool or situation you wish. And it can serve you the rest of your life, because once you learn it you won’t have to figure this out ever again. 

You can have this kind of productive list. There are two conditions for this system to work: 

  • YOU have to trust the system.
  • YOU have to use the system. 

That’s it. Like many of the things I share with you, you’ll find it reasonably simple. Too simple to work? No, not at all.

How about so simple it can’t not work. It’s time to reengineer your list! Your task list should support you, not stress you out or overwhelm you. It should manage your actionable tasks for you. We start by dispelling some common list mistakes: I call them List Land Mines.

Land Mine 1: Projects not tasks

What I See: A huge reason people get stuck getting through their lists is they include multi–step projects. To be effective, lists should consist of simple actionable steps. 

Diagnosis: Project paralysis 

    • When the project is too large, it becomes overwhelming and gets skipped until it’s almost too late. 
    • When the project isn’t planned, it is unclear where to start and what to do next.

Instead: Projects are easier to address and complete when they are broken down into actionable tasks. Key steps should be integrated into your list. When you are clear on the steps, it’s easier to know what to do next.

Land Mine 2: The big, long list

What I See: Many people keep their tasks on one big, long running list. Often a notebook or phone note of page after page of actions. They spend the majority of their time trying to figure out what to do next.  Then, when they are checking the list, they start by looking for something that might be important. On the paper list, asterisks and codes go in the margins, and completed things are crossed off. On the phone list, maybe things get deleted. Or maybe not. Alternately, there is the multiple-lists method. Every time you think of something else to do, you start a new list, or add it to the closest napkin or envelope back you can find. 

Diagnosis: The big, long lists are simply a bunch of words. It doesn’t help you determine what is important, nor does it organize the tasks in a way that helps you identify what needs to happen next. Multiple notes of actions are equally problematic. You end up writing the same task down over and over, which makes you feel like you have more to do than you actually do. Or you can’t find your list so you start a new one. However, you’re not sure what’s on the list you can’t find, and that nagging feeling of missing something important persists.

Instead: You are going to compartmentalize things on your task list by priority. And you will sort and group at the same time. When you unload the dishwasher, do you take all the silverware out and put it on the counter, then sort the forks from the spoons and knives, then put them in the silverware drawer? Or do you spread the utensils all over the counter and leave them there? No, you go from the dishwasher and sort the silverware directly into the correct compartments in the utensil tray. You are going to do the same thing with your tasks. Just like you need compartments for the spoons and forks, and just like you know where to find the knives in your kitchen, you are going to create compartments for your tasks. That way you will know exactly where to put what you need to do and where to find what you need to do next.

Land Mine 3: Rewriting over and over again  

What I See: Time spent copying over big, long lists onto new big, long lists.

Diagnosis: What do you have to show for that hour or two spent copying your endless list? Just a new endless list and more frustration. You are not advancing your productivity.

Instead: You will learn how to create a self–maintaining system. Regardless of tool, you will learn how to keep your list current. It’s a better use of your time to review, prioritize, and move into action than to rewrite.

Land Mine 4: Leaving updates to chance 

What I see: You occasionally update your list when you feel like it or when you’ve missed something important. There is no process.

Diagnosis: Updating after you’ve dropped the ball is too little too late. You add to your stress and are being reactive rather than proactive. 

Instead: It’s important to build a routine around managing your tasks. A good list is one of your most powerful productivity tools. Remember, however, it only works if you maintain it.

Land Mine 5: Expecting the Tool to Fix the Problem

What I see: You’ve bought countless planners. You’ve downloaded innumerable apps. You keep looking for the magic tool. Up until now, every attempt you’ve made to integrate a new task list has involved buying a tool. That’s like buying books before you know how to read or pads of college ruled paper before you know how to form letters. 

Diagnosis: The tool is secondary. It is not the solution. That’s why all those apps and systems you’ve purchased haven’t worked. Until you have a good methodology, you’ll continue to be frustrated.

Instead: Stay tuned for my next blog post where I’ll tell you all about the Priorities Planning Method.


This is an excerpt from Chapter 9 of my new book Productivity for How You’re Wired available on Amazon. Worksheets and online templates are included via the time tools link discussed in the book.

My last blog post we discussed the importance of setting your goals and intentions. This week we move on to Step 2 of the Productivity Flow Framework: Time Mapping.

A time map helps you create a vision of how you want to spend your time. You can think of this as a vision board where you are creating a picture of something you aspire to, or as a budget for your time. This is useful for several reasons:

  • It forces you to think through how you are going to fit in time for the various priorities you’ve identified in your goal and intention setting exercise.
  • It helps you allocate your time most effectively — both at work and at home.
  • It shows you if you need to re-prioritize commitments.
  • It helps you see if your expectations are realistic and feasible.

When you create your time map you’ll want to consider any or all of the following: 

Morning Routine: Do you need time for the kids or pets, exercise, meditation, showering, getting ready, and eating breakfast? Or should you sleep as long as possible and only do the essentials to get to work on time? 

Work Time: 

  • Starting Time — How long is the commute? Do you read the news, peruse social media, check email? How much time do you want to spend on these tasks? Factor in these variables to determine your realistic start time.
  • Work Transitions — Are you magically going from one meeting to the next? Even in the era of Zoom, it does take a couple of minutes to make it to the next call. Oh, and you wanted to recap notes in between? And take a bio break. And grab a glass of water. Planning transition time is important.
  • Focus Work — When can you do your flow, creative, and cognitively taxing work? Can you block out interruptions and do it during the day, or is this better left to an early morning, late afternoon, evening, or weekend block of time? If you block two hours for focus time, does that include checking email, clearing your desk, getting a snack, or anything else you need to do to be able to attend to the work itself? Would it be helpful to build in ramp-up time?
  • Ending Time — When is your work hard stop? Being intentional about when to stop working supports you in developing realistic guardrails. 

Exercise: Do you like to exercise before, during, or after work? Do you need to plan in time for getting to the gym? Shower time? How often do you want to work out? How long are the work outs?

Self-Care: Do you want to have time to take care of yourself? Pleasure reading? Pedicures and massage? Yoga? Meditation? Alone time?

Friends and Family: Do you want time to go out with your friends or partner? How much time do you want to spend with your parents, kids, and family? What else do you want to add in?

Other areas from your Goals and Intentions: Do you need time for a second business? Extra learning? Professional development? Personal projects?

This is your opportunity to think through how you want to use the time you have. About how long transitions REALLY take. About how much sleep you REALLY need, how much exercise you REALLY want to get, and even about when you will take time to appropriately fuel your body with food. 

Start thinking about what matters to you.  Use a template from the book or design your own. What’s most important is that you take a bit of time to identify just how much time you have to “spend.” Time mapping empowers you to depict how you REALLY want to live. It is your opportunity to create a vision for what your ideal week will look like and your first step to living it. 


This is an excerpt from Chapter 8 of my new book Productivity for How You’re Wired available on Amazon. Worksheets and online templates are included via the time tools link discussed in the book.

 

In my last blog post I explained the importance of setting your goals and intentions, and we discussed why adding intentions was so important. In my book Productivity for How You’re Wired, I share 3 different models you can use to set goals and intentions based on your structure preference. You can create your own plan by following the steps below.  Definitely do the first 3 steps. Steps 4 and 5 are optional based on “how you’re wired.”

Step 1: Identify Focus Areas

Focus areas are the spaces in which you want to spend the time of your life. In a financial budget you’d have areas such as home expenses, utilities, clothing, food, and entertainment. For your life’s Focus Areas these may be business/work, professional development, personal growth, self–care, family, spirituality, friends/social, volunteerism, service, activism/advocacy.

Step 2: Set Goals and/or Intentions
A few people can state their goals or intentions off the top of their heads. Most can’t.

If the answers don’t come easily to you start by developing your priorities (Step 3). Then use your priorities to back into your goals and intentions. While it goes against every rigid business planner’s process, completing your priorities first can help you see exactly what matters. Ask “what is the purpose of doing these things” (the priorities.) The answer will bring the goal or intention into focus. Keep your goals and intentions concise and clear. They cue you to remember. They do not need to include ALL the details.

Step 3: Determine Strategic Priorities
The next step is to figure out the three most important things you want to accomplish in each focus area. Your priorities should be actionable within the established time frame of your plan. The priority should identify what you will do.

  • Start with an action word such as plan, complete, strategize, or implement.
  • Be concise – provide enough detail so you understand what want to do, but not so much you can’t easily grasp the action.
  • When identifying your priorities, it is often helpful to prime the pump by ask yourself questions such as these:
    • What project, task or action is critical to my success/my organization’s success?
    • What do I want to accomplish?
    • What would I be disappointed with if I didn’t achieve?
    • What do I need to do to be who I want to be? 

Step 4: Create your Mission/Purpose/Success Statement

This is your WHY, your driver, what motivates you in work and/or life. If you know your WHY, add it now. If not, it often comes into focus as you complete the rest of the map. This step is optional. Add it if it supports you. Your statement should inspire you:

  • Use words that will reinforce what is important to you.
  • Define what success means to you.

Step 5: Plan your Quarterly Tactics

If you thrive in high structure and you’re excited about having a full–blown, step–by–step quarterly plan, this last section is for you. However, if the thought of doing this last step sounds dreadful, you’re best to skip it.

  1. Think the project through.
  2. Now put the project elements in order. Consider what steps must come before the others. You’ll probably identify a couple of things you are missing. Add those in.
  3. Estimate the time you’ll expect to spend on this element. A good rule of thumb is to double your time estimate.
  4. Now plug the elements into your quarterly plan.

Start thinking about what matters to you.  Use a template from the book or design your own. What’s most important is that you take a bit of time to identify how you want to “spend” your time.


This is an excerpt from Chapter 7 of my new book Productivity for How You’re Wired available on Amazon. Worksheets and online templates are included via the time tools link discussed in the book.

This week’s topic comes from a client’s inquiry.  She is seeking a better way to balance freelance work, her full-time job, and everything else going on in her life.

The word that comes to mind is RUTHLESS.  She will have to be ruthless in her planning, her priorities, AND her follow through.

A solid plan is paramount:

  • Treat this like you have two different jobs – treat the freelance job like you had a boss and you had to show up. If you’re serious about the other responsibility you can’t not do it just because you don’t feel like it. This holds true for freelance/gig/second jobs, volunteer commitments, family tasks, and other responsibilities.
  • Quantify time allocated to each commitment – If you want to work in your freelance job 20 hours a week and your regular job 40 hours a week, get real about what a 60-hour work week will be like. What do you have to say “no” to to say “yes” to this?
  • Plan it out on your calendar – now let’s bring this to life by clarifying what your week is going to look like. Plug into a calendar grid what you’ll do when. Create a spreadsheet beginning with what time you’ll wake up and what time you’ll go to sleep.  (I call this Ideal Week planning – ideally, if all things go well – my week will look like this…)
  • Pledge to yourself that your 2nd responsibility is as important as your day job – not necessarily in hours, but in commitment. Monitor your actions.  Log your time. If it’s not working ask why not.
    • Are you too tired?
      • Are you working with your body clock?
      • Can you swap office and freelance time?
    • What can change?
      • Are you going to bed at the right time?
      • What other work can you delegate/pass on? – hire someone to clean your house, have your groceries delivered, take your laundry to a wash and fold service.
    • Are you motivated enough?
      • How much do you really want to be doing all you are doing?
  • Assess success weekly – is there a friend or coach you can check in with to discuss how it’s going? Or is it enough for you to be accountable to yourself?
      • Did you reach your goals?
        • If so – what worked?
        • If not – what didn’t work?

At the end of the day there are only so many hours. If you are going to say “YES” to multiple responsibilities, what do you have to say “NO” to?

What is YOUR Success Formula?

Look at how you filled your parking spaces last week.  There are 10 spots. Our math savvy friends know that each spot is 10% of your disposable time.  We will use this to create your formula.

Some of you may have created two parking lots. One that reflects how your life is today and one that reflects how you want your life to be.  The one that reflects the way you want your life to be will drive your success formula.

You are creating a vision for success – a “SUCCESS FORMULA” based on

  • your definition of success
  • your unique focus areas
  • your core values
  • your aspirations.

Keep in mind that each spot is equal to 10% of your disposable time.

Now assign a percentage to each of your parking spaces…

Example:

  • if you have 5 spots for work that’s 50%
  • if you have 3 spots for family that’s 30%
  • if you have 2 spots for self-care that’s 20%

This is my success formula:

Success Formula example

What’s your success formula?

Here are some other examples to spark your creativity:

Success Formulas

Now you have a visual based on YOUR DEFINITION OF SUCCESS.

Use Your Success Formula to Drive your Priorities

  • Create a visual that is motivating and appealing
  • Post your visual where you can see it daily
  • Use your visual to drive how you spend your time, and how you set your priorities; ask yourself:
    • Does saying yes to this support my success formula?
    • If I say yes to this what will I be saying no to?
  • Do the math – if something gets 10% of your formula then it gets 8-10 hours a week. If something gets 40% of your formula that is 32 to 40 hours a week.  Try logging how you spend your time.  You’ll be amazed at what you learn.

Integration: A key component of experiential learning (which is doing while learning, which is what we did in this blog course) is taking the time to integrate the learning.  Here are some questions that can help you to integrate the learning:

  • What did you figure out?
  • What do you see differently?
  • What one change will you make first?

Wishing you SUCCESS on your terms!

Creating Your Very Own Success Formula Blog Course Details – This is the 6th, and final, in a multi-series of posts.  Check this post for the big picture. Future blog posts can be delivered to your inbox by signing up for my blog. And please continue to share this blog course with your friends and colleagues.