priorities
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.
-1
archive,tag,tag-priorities,tag-30,bridge-core-3.3.1,qode-page-transition-enabled,ajax_fade,page_not_loaded,,qode_grid_1200,footer_responsive_adv,qode-theme-ver-30.8.1,qode-theme-bridge,wpb-js-composer js-comp-ver-7.9,vc_responsive

priorities Tag

4 D's: Delegate, Delay, Delete, Do

Have you heard of the 4 D’s?  It’s a principle that has been circulating in my professional circles for years but has gained even more relevance in today’s workplace. Given the workload my clients face, there must be solutions beyond simply working harder and longer. Lately, I’ve been emphasizing the importance of the 4 D’s as a filtering tool to help prioritize tasks on their to-do lists.

Here’s what you need to know to help you use the 4 D’s to filter your tasks.  Look at your task list and for every single item on it ask yourself:

  • Can I delegate this?
  • Is this time-sensitive or can it wait?
  • What would be the consequences if I don’t do it?
  • Is this a priority in the coming week?

Delegate It

My favorite delegation quote is by Pierre Omidyar, the founder of eBay. He says that “five times 80% is much larger than 100% of me.”

Delegating is hard:

  • It takes time
  • It takes effort and planning
  • It takes patience
  • You have to follow up
  • Team members probably won’t do it as well as you at the beginning

But Delegating is Worth It:

  • If you’re doing someone else’s work, you aren’t doing your own work.
  • It improves the effectiveness of the entire team.
  • It provides opportunities for growth and drives engagement.
  • Best of all, delegating gets it off your plate.

My delegation process involves:

  1. Defining what to delegate.
  2. Identifying the right person for the task.
  3. Providing clear instructions.
  4. Maintaining open communication.
  5. Supporting the delegate while empowering them.
  6. Following up on delegated tasks.

If you can, delegate the task

Delay It

Not all tasks are of equal importance. To determine what can be delayed, consider:

  • The impact of postponing the task.
  • Who might be affected by the delay.
  • Whether approval is needed to delay the task.
  • If discussing the delay with someone is necessary.

Time is limited, so prioritizing tasks based on their impact and importance is helpful. If the task isn’t time-sensitive, consider delaying it.

Delete It

Ask yourself, “What would happen if I didn’t do this task?” Some tasks lose their importance over time or may no longer align with your goals or current situation. If a task is deemed non-essential, remove it from your list.

Do It

If doing something serves you, your goals, your business, or someone important to you and it is high impact then that’s a good reason to do it now.  Other reasons are the ones I suggest you use to help you prioritize your tasks – if you don’t do it in the next few days

  • You will miss a deadline
  • It will cost you money
  • You will let someone down
  • You will be embarrassed
  • You will let  yourself down

Productivity is about intentional action, so if a task is significant and time-sensitive, tackle it promptly to maintain efficiency. With intention, doing it now makes sense.  And that is what productivity is all about.


Unlock your potential with the upcoming audio version of Productivity for How You’re Wired on Audible! If you enjoy my blog, you’ll love the insights in my book, available now in print and as an ebook on Amazon. Don’t miss out—I’m excited to share these transformative strategies with you!

The Value of Systems

Some people love systems, while others resist them. Have you ever asked yourself why you have a system in place? We utilize them so we don’t have to reinvent the wheel every single day.

Most people strive for efficiency. This helps clear time for the tasks that need to be done, while still leaving room for the things we want to do. A useful tool for increasing our efficiency is a well-designed system.

What do you have a system for?

  • Getting ready for bed
  • Getting dressed in the morning
  • Paying bills
  • Establishing children’s bedtimes

These everyday tasks involve numerous steps, yet we perform them so frequently that they become routine. Initially, we need to think through the process, but after repeating it enough times, it becomes automatic. This is the process of learning and integrating new systems and methods.

What systems would be beneficial for you to develop, practice, and execute often enough to become second nature? Here are a few of my favorites:

Planning Today’s Work

  1. I review my calendar, check my emails for anything new, and look at my task list for high-priority items. Then, I assess how much time I have available for work.
  2. Based on this, I determine my tasks for the day. Sometimes I jot them down on a sticky note; other times, I work directly from my task list. It’s perfectly fine if it varies from day to day.
  3. What helps me the most is having a curated list of priorities to focus on each day. I strive to include only the work I can realistically complete. On days when I do this, I am often amazed by how much I accomplish.

New Client Onboarding

  1. I open my master Getting Started document and customize it with the specific needs of the client. I then save the document with the client’s name.
  2. Next, I open an email and use a pre-written template saved in my signature. I update the email with the client’s name, start dates, and materials needed, and add a personalized greeting. I attach the Getting Started document.
  3. I enter the client’s email address, hit send, and I’m done! This entire process takes just five minutes. I’m a bit embarrassed to share how quickly I can do this—I want my clients to feel special. Most of the time, the effort lies in the personalization.

Weekly Meal Planning

  1. I keep a running grocery list. Whenever I use an item up or get close to finishing it, I add it to the list.
  2. Before heading to the store (or ordering groceries), I plan what I’ll cook or eat for the week.
    1. My breakfasts tend to be repetitive. As long as I have eggs, fruit, and the ingredients for oatmeal and granola, I’m set.
    2. For lunch, I prefer leftovers from the previous night’s dinner. I also keep tuna fish packets, salad ingredients, and sliced turkey breast on hand—this is usually all I need.
    3. I enjoy cooking dinner a few nights a week as it helps me make healthier choices and serves as a great creative outlet. First, I look at my calendar to determine how many nights I can realistically cook. Then, I select recipes accordingly—usually around three. I try not to overdo it to avoid wasting food. I browse my collection of recipes (which I often change) saved in a three-ring binder or flagged in a favorite cookbook and write down the necessary ingredients on my grocery list. If an item isn’t available, I can figure out a substitute on the spot.
  3. I cook! Knowing I have ingredients for a few different meals gives me the flexibility to whip up whatever I’m in the mood for. However, I make it a priority to prepare fresh fish the same day I buy it.

From these examples, you can see that developing a system can apply to nearly anything. I bet you have numerous systems in your life that you don’t even realize.

Stop Reinventing the Wheel Consider applying this approach to the areas that challenge you. Can you identify one task that frustrates you and that you struggle to complete? Do you have a system for it? Probably not. Can you create one? Likely. If you’re having difficulty, please comment below, and I’ll be happy to share some ideas to help you get started.


Coming Soon to Audible: Productivity for How You’re Wired, print, ebook, and soon as an audio book, available on Amazon.

What if you could set yourself up to do your focused, deep, important work successfully?  What does it take for you to get into flow?  Why is it so hard to get started?

Deep focused work carries a fairly heavy cognitive load. To get results, you need to be fully present. That doesn’t just happen. Many productivity pros say it’s critical to do this work at the time your mind is sharpest. But THERE IS SO MUCH MORE! 

As important as it is to understand your body clock, it is equally, if not more important, to identify the conditions YOU need to be successful doing your Focus Work. Being specific and identifying and integrating these conditions will help you get into flow. 

What are Your Conditions for Success?

Timing

  • You don’t have to wake up early! Embrace your body’s natural rhythms and maximize your best times. If you are an early-bird who likes to wake early, great. However, if you’re a night-owl, don’t feel badly about it and don’t push yourself to be someone you’re not. The people who say “to be successful you have to wake up at 5 a.m.” are people who like to wake up at 5 a.m. 
  • If you do your best work at the crack of dawn, or 4 p.m., or 11 p.m., it doesn’t matter. What matters is that you own it and PLAN to do your Focus Work when you can get it done! 

Other Work

Do you need to jump in when your mind is clear and uncluttered, or do you need to clear the decks in order to focus? Consider the following:

  • Loose Ends – Do you need to tie up any loose ends that will take you off task prior to beginning your Focus Work?
  • Email – Are all important emails addressed? Would it be helpful to schedule email time before or after Focus Work to support turning it off during?
  • Social Media – Would it be helpful to schedule social media time before or after Focus Work to support turning it off during?
  • Information and Data – Do you have all the information you anticipate needing so you don’t have to stop as often? Every time you go to the internet to look something up, you are opening yourself up to the temptation to go off task. 

Audio Interruptions

  • Notifications – What if you turned off all notifications, pop–ups, and interruptions on your computer? There are apps that limit web–surfing and social media if needed.
  • Phone – Can you silence your phone or put it on do not disturb? Better yet, can you put it out of reach?

Environment

  • Digital Clutter – Can you close windows, apps, and other distracting technology?
  • Physical Clutter – Would you be less distracted if your workspace was cleared of clutter? 
  • Music – Would you be more attentive if you played music?
  • Location – Do you focus better in an environment where you won’t be easily interrupted, or in settings with background noise and activity?

Self–Care

  • Movement and Meditation
    • Will exercising or meditating before starting your Focus Work result in better outputs? (Test it!)
  • Sleep 
    • Are you rested? How much sleep do you need? Are you getting it?
    • What do you need to do to ensure enough sleep? Schedule bedtime? Limit screen time? Set a reminder that it’s time for lights out?
  • Nutrition and Hydration
    • What foods help you concentrate?
    • What foods give you brain fog?
    • Does coffee help or hurt? How much? With or without sugar?
    • Do you have healthy snacks or chewing gum handy to keep the brain online?

Breaks 

  • Will a walk, nap, or meditation support your outcome?
  • Are you more effective taking a break after a certain amount of time or would it be more effective for you to take a break after reaching a certain target in your work?
  • Is it helpful to schedule breaks using an app so you know you can’t stop working until the outside tool says you can?
  • Would you benefit from an app that tells you to get up and move?

Communication

  • How can you signal to your coworkers you shouldn’t be interrupted? 
    • Can you put a sign on your door or cubical? 
    • Can you wear headphones?
    • Can you inform your colleagues you are doing Focus Work and not to interrupt you unless it is really important?
    • Is there any good reason to NOT show your calendar as busy?


There are many variables to consider. The sooner you learn your personal conditions to do your important focused work, the better chance you have to actually do it!


This is an excerpt from Chapter 11 of my new book Productivity for How You’re Wired available on Amazon. Many templates are included via the time tools link discussed in the book.

Planning Facilitates Action

The most valuable thing about planning is that it forces you to slow down and think! There are lots of proverbs about planning:

  • People who plan like to plan but they don’t
  • We plan, God laughs.
  • Life is what happens when you’re busy planning.

And the famous Dwight D. Eisenhower quote “In preparing for battle I have always found that plans are useless, but planning is indispensable.

From a productivity perspective, planning is indispensable. Are plans useless? Probably not. The question is how to plan most effectively.

For some, identifying individual steps is enough. They gain the greatest benefit from thinking through the plan. Others benefit from regularly referring to the plan. Still others like to refer to the plan and document their progress along the way.

Planning project steps makes the execution so clear that your move into action is logical and easy.

Plan to Plan

Assuming that planning will happen without intention will set you up for not planning. The first step is to plan to plan, and that means adding the action of project planning to your task list. Then when it’s time to create your plan you can follow my easy 6-step process.

Ellen Faye’s 6–Step Project Planning Process

  1. Grab a stack of sticky notes – Write down each task associated with the project on its own sticky 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 note for each individual task.
  2. Put the sticky notes in order – Consider what has to come before another step and the most logical order to do the work. During this process, you may think of extra steps. Create sticky notes for those steps and insert them into the process. Try organizing your notes on a vertical surface like a window or blank wall. You will be able to see how things relate and be able to easily move your notes around.

post it planning

NOTE: Sometimes these first two steps are enough. If others are involved, it’s time sensitive or very complex consider adding in steps 3 to 6.

  1. Assign a length of time to each step – Jot down on each sticky note your projection for how long the step will take, be it 15 minutes, an hour, or a week. When making your time estimates be sure to include thinking time, ramp–up time, interruption time, and break time. A good rule of thumb is to double your initial time projection.
  2. Assign due dates – If you have a deadline, start with the last sticky note and write the deadline on that note, then using the time projection, work from the last note backward. Date each note with the day it is due. If you can’t make the deadline as projected, look to see where you can adjust your timing, or if the deadline can be extended.

If there is no hard deadline, start on the first sticky note and assign due dates moving forward.

  1. Assign responsibility – If more than one person is working on the project, it’s helpful to identify who is responsible for each specific task and write it on sticky note.
  2. Place for easy reference – Transfer the information to your Priorities Task List, share with your team, copy to your planner, or simply leave the plan up on the wall.

For some, the tactile act of writing out the tasks and moving them around on sticky notes brings the project to life. Others are more comfortable doing this electronically on a simple spreadsheet.

project planning template

Regardless of the tool, following the steps compels you to think things through, and that is the real value of planning.


This is an excerpt from Chapter 11 of my new book Productivity for How You’re Wired available on Amazon. The Project Planning Templates is included via the time tools link discussed in the book.

Unlock Your Productivity

The last many posts shared with you systems for creating your path to productivity. I bet, however, your asking yourself “how do I make this part of my routine?” The answer is daily planning  and weekly planning. These practices help you learn a process that in time will go on autopilot and you’ll just do it. 

At the beginning, planning will take time and practice. As you get comfortable with the processes and integrate them into your routine, it will take less time and become easier. Start by scheduling an hour each week for weekly planning and five to fifteen minutes each day for daily planning. 

This is a true investment in your productivity and quality of work. You won’t know the value until you start doing it and feel confident and under control. When you miss a week or a day, you’ll notice the difference. You feel the stress, the worry of not knowing. There’s nothing like an out-of-control week to motivate you to invest the time to plan. 

Life isn’t perfect, however, and sometimes you’ll miss the planning blocks. That’s ok. The system doesn’t fail if you skip; it will be there waiting for you. The idea is to jump back in, catch up, and not lose traction.

Your Weekly Planning Checklist

Weekly planning is a time to review, assess, organize, and prepare for your upcoming week. The Weekly Planning Checklist provides you with numerous options on what to do during your planning time. As with everything productivity related, all options may not apply to you. Review and select the ones that will support your best work. Test and experiment, ultimately crafting a checklist of your own.

Here is the menu of options I share with my clients for Weekly Planning

  1. Review Your Calendar – is everything on your calendar that needs to be? Do you have to prepare for anything coming up? Does anything need changing?
  2. Essential Structures – add in relevant commitments from your Time Map and Essential Structures
  3. Process Loose Notes (physical and electronic)  and Papers – clearing the decks once a week keeps you from losing track of important things. Once you are caught up it’s not as hard.
  4. Clean up Computer – close open windows, pasting relevant links onto your task list.
  5. Update your Task List – read over everything so you don’t miss something important. Move items up, down or off.
  6. Triage Email/Electronic Messages – review, delete, clear out, file/label, prioritize – whatever system you have – be sure you know what you need to focus on this week.
  7. Clear Your Space – if this is an issue for you take the time to clear the surface on your workspace. Return your dishes/mugs to the kitchen, put your supplies away. Physical clutter slows you down.
  8. Goal Checking – check in on your Goals and Intention periodically.  

When to Schedule Weekly Planning

There are many good times to do Weekly Planning: 

  • Friday afternoon is a good choice for some. They have their plan for the upcoming week so they can relax over the weekend. Sometimes it becomes clear that they will need to work a few hours over the weekend to be ready for the week.
  • Others like to plan first thing Monday morning. This can get a bit dicey if urgent things tend to pop up. Monday morning planning is most successful when done early before typical work hours begin.
  • Many of my clients prefer to invest weekend time to do their weekly planning. They find it worth the weekend-time trade off to spend an hour on Saturday or Sunday morning, or even Sunday evening, knowing when they walk into their office Monday morning they will be focused and ready to work.
  • A couple of clients like to plan mid-week because of the cycle of their businesses. 

It doesn’t matter when you pick to do your weekly planning. What matters is that you pick a time and schedule it as a recurring event on your calendar. You are giving yourself the gift of time and setting yourself up for success by creating and integrating a routine to keep you on your path. 

Your Daily Planning Checklist

Daily planning focuses on productivity and planning Today’s Work. It targets key planning tools to support you in doing the right things at the right time for the day ahead.

Here is the menu of options I share with my clients for Daily Planning

  1. Review Your Calendar – is everything on your calendar that needs to be? Do you have to prepare for anything coming up? Does anything need changing? Complete calendared reminders.
  2. Check Task List – does anything need to move up, be added, or marked off as completed.
  3. Triage Email/Team Messages – does anything need to be added to today’s to dos?
  4. Plan Today’s Work – what are your priorities for today? Make an achievable “Today’s Work List.”  If you completed it you can always add more, but start off being realistic. 
  5. Other Activities – such as daily tracking, clearing your desks of projects you aren’t working on today, and review of mantra’s on inspiring quotes.

Scheduling Daily Planning – Morning Launch or Daily Wrap 

Investing five to fifteen minutes at the start or end of your day pays off exponentially. Planning creates awareness around your priorities and helps you focus on the most important work. As with Weekly Planning, this may take longer as you figure out your own process. Over time you’ll do it without thinking, and it really will only take you a few minutes. If you have unique habits or you use the block of time for processing email then you’ll want to add more time; however, the daily planning of Today’s Work can be done quite quickly.

The Morning Launch and Daily Wrap have the same elements, you simply are doing them at the beginning of your workday or at the end of your workday for the next day. Morning Launch is effective for those of you who do better planning at the start of your day. Daily Wrap is effective for those of you who prefer to prep for the next day at the end of the prior day.

Not sure which is best for you? This is a perfect time to experiment. Try one week of Morning Launch and the next week of Daily Wrap. Which worked best? 

  • Which one did you do more consistently?
  • Which one helped you feel in control of your day?
  • Which one lowered your stress?

Again, not all components will apply to you. Review and select the ones that will support you best. Test and experiment to craft a checklist you will want to follow daily.

My clients tell me time and again that when they do their daily and weekly planning they are less stressed and more proactive, and if they skip it they aren’t. Isn’t that worth a try?


This is an excerpt from Chapter 10 of my new book Productivity for How You’re Wired available on Amazon. Daily and Weekly Planning Checklist templates are included via the time tools link discussed in the book.

to do list pro secrets

We’ve been talking about your to-do/task list the last few posts. Here are my favorite pro tips for an effective to do list.  With the new year upon us, it’s a good time to tune up your processes.

Capture Your Thoughts

  • Use your list as a capturing device. If you think you’re going to remember everything without writing it down, you simply won’t remember what you’ve forgotten. And if you really can remember EVERYTHING, this probably won’t be the case as you get more and more responsibilities, in and outside of your work.
  • Get in the habit of capturing thoughts as you think of them. Capture new to-dos directly on your list, make a note and put it in a specified place that you check when updating your list, or send an email or message to yourself to cue you to add the task to your list.

Be Concise 

  • Your task list will serve you best with fewer words. The more words, the more visual clutter and the more difficult it will be to see what you really need to do. The purpose of your list is to cue you into action. The brain works off of cues; it doesn’t need full explanations.

Projects Don’t Belong on Your CRITICAL or HOT List

  • A frequent stumbling block in task management is that people put projects on their task list. This is where project planning will serve you. What steps do you need to take to create the workshop? 
    • Brainstorm the steps onto either an electronic document or on individual sticky notes. Taking time to think through the steps makes everything easier.
    • Once you have the individual steps, then you can more easily put them in order and see if anything is missing. 
    • Now that you have the steps of your plan, you can decide when you will execute on them, adding them to your to do list in individual steps.

Removing Things from You List Is Good Too

  • Guess what! Just because something is on your task list doesn’t mean it needs to stay there. Life changes. Priorities shift. What seemed like a great idea three weeks ago may not sound like a good idea today, or next week, or the week after. 
  • Before leaving a task on your list ask yourself:
    • Is this task still important?
    • Is there someone you should check in with and discuss if the task is still a priority?
    • If this task has been on your list for a long time and you still haven’t done it, how important can it really be?
  • Removing unimportant things from your task list ensures you are focusing on your high-value work. 

Update Regularly 

  • Doing the right tasks at the right time supports your goals, intentions, and priorities. To execute on your tasks, you need to keep them top of mind. 
  • For a task list to keep you focused and directed, it needs to be maintained. Without proper maintenance, it quickly becomes obsolete. Your investment of time and energy to set it up is wasted. 
  • Planning puts you on the path to better productivity. If you want to be more effective and less stressed, a properly maintained task list is an indispensable asset. 

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.