QuickTip: 4 Tips to Better Command Your Workload

We entered the workforce well educated, but few entered well skilled.  Gaining skills on the subject matter of your job is critically important, but so too are skills for managing how you actually get your work done.  Workflow processing and organizational skills focus on the actual completion of your work – how efficiently you accomplish what needs to be done.  Consider, also, the perceptions others of have you based on whether you appear in command of versus enslaved by your work.

Concepts into Action

The following suggestions take these concepts – workflow processing and organizational skills – and wrap them in some productive behaviors.  Give ‘em a try:

  • Develop a Mechanism for Removing Closed Items. One of the biggest organizational mistakes people make is failing to identify when something is “closed” and handling it as such. Work is closed when nothing further needs to be done on it.  Ask yourself, does anything need to be done on this?  If the answer is no, it’s closed.  Closed work converts into one of three things: trash, archive or reference.  Trash can be tossed/deleted.  Archive items belong in long-term storage, which is someplace other than the far reaches of your workspace!  Reference materials – things you refer to often to do your work – belong nearby but shelved.  Processing your closed items efficiently eliminates a tremendous amount of bulk from your workspace and visually demonstrates a greater command of your work.
  • Use an Electronic Task Management System. Your e-mail Inbox is a good place to keep you incoming and unprocessed e-mail.  It’s not a good place to keep your tasks.  Written tasks lists suffer from the inefficiently of being rewritten periodically.  An electronic task management system allows you to put all your to-dos in one place and mange them more efficiently.  The result is that your Inbox gets cleaned up and you don’t have to constantly re-write your task list.  Note, utilizing the reminder mechanism built into most electronic tasks management systems allows you to spread reminders out into the future ensuring that you’ll never forget anything.
  • Drive for Defined Deadlines.  There is a sense of urgency attached to everything we do today.  Unfortunately, the most common deadline associated with this sense of urgency is vague.  Specifically, “A.S.A.P” and “Urgent” are not specific.  Neither deadline appears on calendars, which, ironically, marginalizes the sense of urgency attendant with them.  Whenever you are given such a deadline, diplomatically seek to further define when something truly needs to be done.  For example, respond that you’re looking forward to working on the matter and would Wednesday at noon be satisfactory?  Remember, no sarcasm or irony.  Just present an honest, sincere question that is being asked in an effort to maintain command of your workload.  The work giver may stop-up short when first presented with this much clarity, but they’ll soon adjust.  If this doesn’t solve the problem, enlist the work giver’s assistance in determining which A.S.A.P. is the most urgent and which is second most urgent.  Again, no sarcasm can be emoted or your efforts will be undermined.
  • Do One More Thing. We work about 220 days each year. Try this suggestion:  at the end of each day, before going home, do one more little thing.  Don’t do two or five.  Do just one.  And make it a little thing.  Return one quick call or e-mail.  Put something away, process a stack of files growing musty in the corner or your workspace.  If you do just one more little thing each day, you’ll get 220 more things done thing year than last.  That’s a lot of stuff!

The Benefits of Being in Command

Honing your organizational and workflow management skills does more than just increase your productivity.  It also increases your sense of accomplishment and career satisfaction.  Thus, there’s more to these work-a-day behaviors than just getting the piles off your desk.

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QuickTip: Saving E-mails As Files

I just read a terrific post by the Time Managmenet Ninja titled 5 Swft Tips To Help Empty Your Inbox.  Each of these simple recommendations can make managing your e-mail easier.  I added one suggestion to the post and thought it worthy of posting here too!

The suggestion was to save e-mails as files outside of your e-mail application.  Here is the how-to:

Let’s say you are a professional service provider, so you have clients and matters for each client.  Thus, your  filing system for all things related to your work are set up as a folder for the client and subfolders for each matter.  (Note, you may also use numerous subfolders under each matter to further divide up the things you need to save – e.g., correspondence, etc.). 

We’re going to use this same system for storing your e-mails.  However, these folders are best created on your hard drive or network drive, not in the e-mail application itself.  The reasons are (1) you can overload your e-mail application causing it to slow down or, worse, become corrupt, and (2) you are now storing all information relating to that client/matter in one place – on your hard drive – instead of two – in your e-mail application and on your hard drive for other electronic files that you collect during the pendency of this matter.

Whenever you get an e-mail that relates to the client/matter in question, simply click File > Save As in the menu bar for the e-mail.  I prefer to save everything as Save As Type: XXX-Unicode.  (Note, I use Microsoft Outlook, so the file type is Outlook Message Format – Unicode).  This creates a saved file in my client/matter file for that message, including all the attachments.  You can also re-title the new file before clicking Save to make it easier to find in the future.

If you just want to save the attachment in an e-mail, you can click File > Save Attachment and save just the attachment.  (Alternatively, you can right click on the attachment and do the same).

Once the e-mail is saved as a “document” in your on-board filing system, you can delete it from your e-mail client.  This lightens up both your Inbox and your e-mail application!

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QuickTip: Playing in Traffic is Dangerous – Increase Focus via Workspace Arrangement

Whenever I speak to audiences about productivity, be it during a training seminar or a keynote presentation, I always, always, always recommend that they face away from passing traffic.  The urge to look up is so strong and whenever we fall prey to that urge, we lose our focus.

The natural tendency to look up whenever someone passes by is instinctive.  It’s probably a survival mechanism long-instilled in our psyche to observe the “threat” before it consumes us.  Instead of trying to change our genetic conditioning, let’s see what other options we have.

Position A – Command Central

Most work spaces are configured such that people can see who enters them.  Whether you’re in an office or a cubicle, you usually face those who approach you.  I fashion this Command Central – you command your space by knowing all who enter. 

Innocuous as that seems, the problem is that the human eye has a vision arc of approximately 120 degrees (see Vision Span at Wikipedia).  Thus, when you’ve got your head down focusing on the work at hand, you can see quite a ways “up” in front of you.  That’s why you tend to look up whenever someone passes by your work area.

Each of those slight interruptions add up over the day.  Assume it’s only a two-second interruption and that it only happens 30 times per day.  That’s one minute each day of “lost” time.  Over the course of the average work year – about 220 days – you’ve lost four hours of productivity.  That’s 1/2 of a day in head nods!

Of course, the bigger problem lies in what can happen when you look up.  What’s that, you ask?  That the person passing by makes eye contact, comes into your work area, sits down and starts talking to you!  Now, don’t get me wrong.  I’m a huge fan of strong working relationships with co-workers and colleagues.  But impromptu team building is not the way to accomplish that goal.

The oft-quoted figure on the time it takes to regain focus once interrupted is 20 minutes.  Assuming this drop-in interruption only happens once a week, you’re still losing about 17 hours of productivity each year just trying to get back on task after that impromptu conversation!  Do you really want to spend two extra days each year getting your work done all in the name of unintended team building?

Position B – The Non-Feng-Shui QuietSpacing® Workspace Positioning Recommendation

The solution is to position yourself such that you face away from passing traffic.  If you have an office, position your desk against the wall furthest from the door.  That way people are passing by off your left shoulder.  In addition to eliminating the twitch response to look up on your part, those passing by can see you are working and are more likely leave you alone!  This arrangement also opens up your workspace, giving you a number of furniture arrangement options - like placing a small round table between you and the door so people have a place to come and work with you right in the office.

If you don’t have an office, you can still position yourself to face completely away from passing traffic or mostly away from passing traffic.  Any reduction in the chance you’ll look up pays dividends in terms of increasing your focus and your productivity.

Less Twitching is Always Good

When you position your work space away from passing traffic, you reduce the number of instances that your attention is diverted from the task at hand.  The result is increased productivity and more time on your hands to do other things – like head down to the water cooler to catch up on the latest!

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When, exactly, is ASAP?

Our 24×7 world has a rash … a rash of ASAP. It’s highly contagious and seems to strike from the top of the organizational chart and move down. Everyone has been afflicted by this rash and most have inflicted it on others.

By Any Other Name

Identifying the ASAP rash is not hard. Here is a list of symptoms:

  • It almost always originates in the workplace. However, it has made inroads into some unfortunate home environments as well.
  • The problem often appears in its native form – ASAP – but be on the lookout for its other forms, such as Now or Immediately. Other variations include Urgent and Top/Highest Priority.
  • No definable time of day seems to be more or less susceptible to an outbreak, resulting in a higher level of anticipatory anxiety throughout the day among all workers.
  • People suffering from this rash appear anxious and pinched. Their rate of speech tends to accelerate and many times they wave files or papers about when moving through the office trolling for available help.
  • Subject lines are littered with this rash when it strikes in electronic form.
  • Though episodic in nature, once afflicted, suffers tend to relapse quickly and for longer periods of time.

What’s All the Fuss About?

If the H1N1 virus was a pandemic, I don’t think a word has been coined yet to describe the depth, breadth, and severity of this rash. Imagine if everyone starts telling everyone else that everything is due ASAP.  Counter-productively, the workplace would grind to a halt!

For anyone working for anyone else, which basically means … well, everyone, this is not an inconsequential problem. So innocent on its face, when multiplied by the innumerable number of delegations that occur each day, it is easy to see how a frantic, dysfunctional, and unhealthy working environment can quickly develop. All from an innocuous little self-inflicted rash.

Questions We’d Like to Ask

Whenever these edicts issue forth from those handing out assignments, here’s a list of questions I can only hope we’re courageous enough to ask:

  • Righty-O, just let me look at my calendar. Hmmm, when exactly is ASAP as I’m not seeing it here?
  • ASAP, you said – as soon as possible? Terrific. I’m leaving on my long-overdue two-week vacation in an hour, so I’ll get that back to you in about 15 days. That’s as soon as possible in my world right now.  How’s that work for ya?
  • Really? ASAP? If this that important, why is it just now being brought to my attention?  (Oh, silly me, the customer/client/boss just handed it to you too. Did you have the courage to ask them that question?)
  • Fabulous! I love having lots to do – job security, you know. Now, since everything you’ve given me is ASAP, which one should I do first?

Take Back the Day

There is no known cure for this malady. However, there are several things you can do both as a work giver and as a work receiver to minimize outbreaks and reduce the impact when the rash flares up. Precautions include:

  • Develop an early warning system by regularly surveying the work you have and the work you are expecting to receive. Prioritize each item and spread the priorities out as realistically as possible. Keep in mind that you only get so many hours each day to actually produce work. In this way, work that is susceptible to the ASAP rash can be identified early and steps can be taken to avoid or, at least, reduce the severity of the outbreak.
  • Communicate often with co-workers, as the rash tends to be fierce when visibility between co-workers is low, allowing the infection to spread to low priority items left to fester too long.
  • As a work giver, think in terms of clearly defined time lines – like a specific date or day of the week. Specific times help also. Converting an ASAP into a Wednesday by 2:00 pm results in complete avoidance of the problem.
  • As a work receiver, diplomatically seek this information if it’s not forthcoming from the work giver. Press for specificity and enlist the other person’s help in prioritizing any other work that is equally unclear.

Long-Term Prognosis

Workplaces that have suffered outbreaks of the ASAP rash, in all its forms, have reported significant improvement in quality of work product and worker morale when the simple steps above were followed. Creating an effective working environment that is efficient and highly responsive is a very favorable prognosis given the wide-spread problem identified and addressed here.

To your health!

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Productivity Rx – Ask These Four Questions to Make Your Work Easier

We need a better way! A better way to deal with all the stuff; the stuff coming at us all day long; the stuff we have to do – today, tomorrow and the days that follow.

What we need is a simple, clear way to process everything that’s already in and coming into our day. A simple way to identify what each thing is, where it needs to go, and, if it’s something that needs doing, who will do it and when that’s going to occur. Oops, it appears I’ve given it away, but read on if you want to find out how this four-corner approach can work for you.

These Amazing Times – The Miracle and Its Price

We live in amazing times, but so did the generations before us for some time back. So what’s so amazing about these times? Affordable instantaneous global communication. That’s my response. The wiring of the world over the last 20 years has created the ability for virtually every person on earth to reach out and engage with virtually every other person in an affordable and nearly instantanenous manner. This is our contribution to the myriad human accomplishments over the eons.

Of course, with the good comes the bad. Joining this new ability has been mobile technology in the form of laptops, smartphones and wireless networks. We can literally communicate to anywhere from anywhere. And we do, all the time! Consequently, the number of inputs we each process daily – phone calls, emails, texts, etc. – has grown in orders of magnitude (which is a lot!).

Unfortunately, the price is an expensive two-fold whammy. First, we have to process all of the new stuff. Second, the expected response times have shrunk to nanoseconds. The result is that we constantly feel behind the curve and can quickly become mired in the sheer volume of it all.

In short, we can do so much more but we feel so much worse about it!

The Rx – An Updated Way to Process All That Stuff

I’m an ops guy – operations that is.  Good or bad, it’s what I do best – make things work better, faster, cheaper. I’ve always wanted to be better at more interesting things, like marketing or sales, but I’m stuck with this particular talent, so I’ve made the most of it.

Fortunately, this skill – known as Productivity in the professional development world – has timely application given this overwhelming number of inputs we each deal with daily. My work with clients has focused primarily on how to quickly identify and process all this stuff, then get back to focused efforts on the things that need doing today. The foundation of this work centers on the productivity method I created – QuietSpacing – and customizing it to each group’s or individual’s needs.

To spread the love a bit further than just to my clients, I’m going to lay out the basis for the method in this article and demonstrate how it solves the problem of feeling overwhelmed and out of control with your workload.

Ask and You Shall Receive

Great answers are often found when we ask simple questions. When you’re trying to power through the various things you need to process at any time during the day, try these questions and their corresponding answers to see if they help you more efficient and effective:

1.  What Is It?

In the world of Stuff, this is a multiple choice question with ONLY four answers – Trash, Archive, Reference or Work. Trash is self-explanatory – something you don’t ever need again. Archive is something you may need again but not very often, if ever – like a contract or a letter that relates to a specific project. Reference is stuff you use (refer to) to do your work – like a phone book. Work is anything that needs to be done.

In fact, if you’re not sure what a particular item is, ask yourself this yes/no question: Does anything further need to be done with this? If the answer is Yes, then it is necessarily Work. If the answer is No, then it is necessarily one of the other three – Trash, Archive or Reference.

Phew, that’s the hard part. If you’re struggling with this first question, create a sticky note listing all four types of stuff and put it some place you’ll see it regularly. Practice getting used to quickly assessing what each thing you touch is. Once the list is ingrained in your psyche, you’ll become adept at slicing and dicing the onslaught of stuff coming at you.

(Note, also, that I’ve been doing this for six years and those are the only four categories of stuff I’ve ever been able to identify. Everything easily fits into one of those four. If you come up with a fifth, email me and we can discuss why it’s not one of the four.)

2.  Where Does It Go?

Now that we know what each particular thing is, we need to put it in the right place. Things get much easier now:

  • Trash = Throw it away (or delete it if it’s electronic)
  • Archive = File it away in your long term storage system (file cabinets, hard drives, etc.)
  • Reference = Put it away near your work area such that it’s easily accessed
  • Work = We can’t move on with Work until we determine what Type of Work it is:
    • Action Item: These are things you need to do or you need to have someone else do (delegate); the ball’s in your court.
    • Awaiting Response: These are things you are waiting for someone else to get back to you on; the ball’s in their court.
    • Pending: These are things that aren’t ripe yet, things that need another event to occur or a date to pass before they become “ready” for you to do or someone else to do; the ball’s in no one’s court … yet.
    • Reading: This is professional reading, things you read to stay abreast in your field; ball’s in your court.

3.  Who Will Do It?

We have neatly and quickly dispensed with three of the four Categories of stuff in our lives leaving only the Work items left open. This next question – Who Will Do It? – is really a sub-question of Work and provides the most clarity with respect to anything you’re going to delegate to others.

If you are dealing with an Action Item, it’s often effective to ask if it’s something You should do of if it’s something you can Delegate to another. Of course, once delegated, the Action Item becomes an Awaiting Response, right?  See how this works?   Thus, this mini-question serves a focused, but highly useful, purpose in getting things into the right funnel for completion.

4.  When Does It Next Need Attention?

Notice that I have totally side-stepped the deadline question. The reason is that I believe “When is it due?” is a trap for the unwary. There are two reasons for this. First, most Work gets handled out with due dates like “ASAP” or “Urgent” or “Immediately.” The first two are unclear – my ASAP may be different than your ASAP and “Urgent” is also relative. Immediately rarely means immediately, except possibly in an emergency room. These types of deadlines are further symptoms of the problems we experience with our always-on world.

Off the diatribe and back to the point, the actual deadline is less meaningful in our analysis than the question of when do we need to think about it again to make sure it gets done “in time.” A project that will take two days to complete is best thought of several days out from that beginning date to maximize our flexibility in triaging all the rest of the inputs that constantly come at us, while also bringing the project in on time. Using some form of flexible reminder or tickler system is the best way to manage these deadlines so that you can adjust each day’s puzzle pieces in such a way as to move through your stuff in the most efficient and effective way.  This gets you back to the producing efforts quickly and with a sense of command and control over the work.

That’s right Virginia, I Didn’t Give It All Away

The framework laid out above is the fundamental workflow model I developed to help my clients quickly move through the near-overwhelming inputs that come at them every day. It’s a short process to move through several times a day or hour and leaves you feeling in command over your workflow.

Of course, I haven’t given the whole baby away, but there’s more than enough there for you to face each day with the tools you need to stay in front of the curve and feel more successful in your career.

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"We've already hired Paul back for our next annual conference to speak on productivity and business development." Tanna Moore, CEO
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