The Productivity Pro® Blog by Laura Stack - Time Management, Getting Things Done, How to Be More Productive

Laura Stack, The Productivity Pro(R) shares tips on managing all the paper that comes across our desks. (c) 2010 Laura Stack. All Rights Reserved

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Are we born organized and productive, or are these learned traits? Laura Stack, The Productivity Pro(R), discusses this question. (C) 2009 Laura Stack. All rights reserved.

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The Productivity Pro(R), Inc. is delighted to announce that Laura Stack has received the Microsoft Certified Application Specialist (MCAS) in Outlook 2007 credential.  A Microsoft Business Certification shows employers that you have the technical skills to solve real-world problems by using advanced features of Microsoft Office programs.  Not only did she pass, but the test administrator remarked that Laura’s test results were the closest to a perfect score she had ever seen on the exam. The Microsoft Certified Application Specialist (MCAS) credential is a globally recognized standard that validates skills with using the 2007 Microsoft Office system and meets the demand for the most up-to-date skills on the latest technologies from Microsoft.  Candidates who successfully complete the program by passing a certification exam prove that they meet globally recognized performance standards and are able to work productively and efficiently.

NOW you can attend Outlook training with Laura Stack from the privacy of your own office!  The Productivity Pro(R), Inc. has an online video library available with ten 1-hour modules taught by Laura Stack, each covering a different aspect of Outlook in-depth.  Each class is accompanied by a detailed workbook with screenshots and step-by-step instructions.  To learn from this NEW MCAS in Outlook, visit http://www.theproductivitypro.com/s_outlook-virtual-training-products.html to receive the passwords.

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Register today for a free webinar on April 7, sponsored by Day-Timer.

Find a system that works for YOU!  Create a completely personalized planning style.

How do you make the best use of paper and electronic planning methods? The simple answer is “it depends.” How do you describe yourself? What are your preferences? What does your work require of you? What are your work and home environments? Do you travel? This webinar will discuss the fundamentals of an organized, effective time management system and help you design one that perfectly meets your needs.

Objectives:

• Understand the advantages and disadvantages of handhelds and paper
• Identify what frustrates you about your current system
• Test to see if you’re more inclined to plan on paper or electronically
• Evaluate your time management methods against key effectiveness criteria
• Learn the essential ingredients in an effective time management system
• Design a system that works most effectively with your personality and work situation
• Create an action plan to implement the changes you need to be more organized

I look forward to seeing you there!  Register today, as the last one sold out in a few days.

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http://www.theproductivitypro.com/newsletters/num115Dec2008.htm visit for full newsletter

Importance of Productivity during Down Times

In the summer of 1900…

• The average life expectancy in the United States was 47.
• A three-minute call from Denver to New York City cost $11, which was an incredible sum because the average American made .22 cents an hour, or about $400 per year.
• Most women only washed their hair once a month and used borax or egg yolks for shampoo.
• Only 6% of all Americans had graduated from high school.
• Marijuana, heroin, and morphine were all available over the counter at corner drugstores.
• There were about 230 reported murders in the US annually.

Amazing what a century will change. Amazing what a few months will change. Growth ends, recession sets in, the stock market stops booming, and companies go bust. The recession is impacting our clients in various ways: we’re hearing of layoffs, hiring freezes, reduced budgets, not rehiring for positions as people leave, go on maternity, etc.

Tough economic times are packing a one-two punch in the workplace.

First, everyone is forced to do more with less (POW!).

Second, you have to do it all while dealing with the nagging anxieties that come with an uncertain economy—threats of downsizing, bankruptcies, cost containment, you name it (POW, again!).

So how do we cope—as leaders and as productive employees?

To succeed and keep their doors open, companies must make more money but spend less money and create greater results with fewer resources. You could attempt to cut salaries, benefits, staff, costs, or the quality of your products—all poor options. A better choice? Increase employee productivity. If you have 10 people, and you can get them to improve their productivity by 10%, you just effectively added another staff person without increasing salary expense—a much more attractive response. To do this, your employees need your help.

First of all, get a grip on your personal negative feelings that result from your lack of control. You DO have control over your friends, your love relationships, and your career. You decide for yourself what’s right and what’s wrong, whether you should stay in this weekend or go out, whether to vote Democrat or Republican. You decide who to see, what to wear, what to eat.

However, you have VERY LITTLE control over the government, economic policy, the rise and fall of the stock market, Mother Nature, international events, and even your company direction. Changes can often disrupt your life and force you to change your plans. Often there is little you can do and yet you are overwhelmingly affected by it. Accepting what is means realizing you can’t control certain things and to stop trying. You can sit around and wonder, “Oh, my gosh, how is this going to affect me? What if I’m next to go? How will I pay the bills? I’m going to be a bag lady!” You stew and worry and literally make yourself sick.

These things will happen. They just will. You will get no warning, and nobody will prepare you. And that’s frustrating. Because people will tell you to “reach for the stars—you can achieve whatever you want!” But they don’t mention you might get hit by a comet in the process.

It’s time to accept the things that you cannot change and focus on the things you can. What can you do?

Give yourself a break. Try to stay positive, despite the doom and gloom. Overdosing on pessimistic, overly dramatic news coverage is just going to weigh you down with bad thoughts—not good for those looking to clear their heads and get things done! It’s important to be informed about what is happening in the world, but you definitely don’t want to overdo it.

For months now, we’ve been bombarded with bad economic news every time we turn on the television or pick up a newspaper. No wonder everybody seems to be in a rut. Follow the daily news as much as you need to so that you feel in the loop and understand the issues that affect your industry. Other than that, it might be time to shut off the TV and catch up on some fun reading or spend some more time with family.

Know your job. Seems like this one should be a no-brainer, but you’d be amazed at how often our responsibilities can change and evolve without our even knowing it. Small incremental changes in how employees or departments do business can add up over time, leaving groups of people that work hard, but aren’t contributing to business objectives as effectively as they once did.

For example, in an effort to provide an exceptional level of service, you might find yourself doing work that is below your pay grade. Maybe you end up doing a large portion of the administrative work associated with a project that needs your input. Consider the value of your time!

Make sure that the things that occupy your time are worthy of your talent and expertise and hold your staff to the same standard. With any project, you should be able to look at the time spent, multiply by the pay rate of the ones doing the work, and still feel that your resources were well spent.

If you’ve got a $40,000/year employee stuffing a bunch of envelopes (even just that one time) or a six-figure manager assembling an important presentation page-by-page, then that work becomes awfully expensive!

These examples might seem outrageous to you, but believe me, it happens all the time. Never make the mistake of treating your time like it’s free. Time and other resources are limited, and we need to treat them that way.

As your company and your department are undoubtedly being asked to do more with less, now is the time to step back and take stock of the type of work you’re doing. Many times roles and responsibilities change, but job descriptions do not. As a result, we end up drifting away from core priorities and towards dong work that, while challenging, doesn’t really meet the organization’s immediate needs.

Now might be a good time to step back and ask that all important question: “Why am I (or we) doing this?” If you can’t answer that, or the answer doesn’t make sense, it’s time to purposefully make a change.

Break habits, build systems. Every office that has been around for any length of time has certain unwritten policies and procedures that exist simply because “we’ve always done it that way.” Now is a great opportunity to analyze your existing business practices and find opportunities to break the bad habits that may be bogging your operation down. Take you entire department for example. Do you and your people have a clear idea of your area’s specific responsibilities? Do you have the confidence and determination to say “no” when someone is asking you to do work that is outside your scope of responsibility?

Perhaps over the years your group took on the responsibility of coordinating quarterly meetings with senior managers. It might have made sense for you to be doing the legwork then, but now that the work has become routine, is it really the best use of your talent and resources?

That’s just one specific example, but there are many more out there. Usually, these are the kinds of tasks and responsibilities that make employees want to ask the all-important “Why am I doing this?” question. Rather than spend another day mindlessly plowing though projects that may or may not be a good use of your time, force yourself to take a hard look at what you are doing and why you are doing it.

If you had to pick three tasks or responsibilities that should be the top priorities for your department, what would they be? Once you know, evaluate how much time and energy is dedicated to those things. You might be surprised at how much time we can spend doing things that aren’t even close to the top of that priorities list.

It isn’t always easy to say “no,” but fortunately, that’s where your systems can come in. As you work to create smooth, efficient systems to do work within your department, you can give yourself some ammunition to fend off others in the company that might be inclined to slide work onto your plate where it doesn’t belong. If you don’t have firm policies and procedures in place to identify who should be doing what, it is much more difficult to make the case for “no.”

Analyze your relationships with other departments. Have trouble turning down work coming from other areas of the company? Now is a perfect time to start fresh and rebuild your department’s boundaries. In a frank and honest way, simply explain to others that in light of the current economic situation, your group has taken a critical look at its daily operations and needs to decline certain types of requests in order to build efficiency.

Perhaps you need to apply a little systems thinking and rethink the flow of information. Is there a procedure in place for other business units to request your assistance or input? If there’s not, you’re probably being hit from all angles with requests that may or may not be the best use of your time. Diagram how work moves through your department. Where does it come in from and go out to other departments? Interview your internal customers and find out how you can provide value through reduced services. Can you provide a report monthly instead of quarterly? Can you cancel the weekly project meeting and get everyone to email updates instead? Question travel requests if you feel a conference call will do. One of the best ways to take stock of the situation is to survey your group, ask them what gets in the way of productivity, and to genuinely ask how they would redesign things if they could.

Find the bottom line. Right now, businesses everywhere are taking stock of their must-haves versus their nice-to-haves. From an organizational perspective, which are you?

Economic necessity can force budget cuts and cost containment that might otherwise be unnecessary. One way to prepare yourself for this reality is to make sure you have a good understanding of how you and your people contribute to the company’s bottom line.

Sometimes, it’s easy. If you work in sales, for example, the correlation between what you do every day and the company’s financial success might be very straightforward—my group sells our most profitable product, which makes the company money.

Sometimes that correlation is not so obvious. If you operate in a support role, like Human Resources, you may want to start looking at your various responsibilities and deciding which among them have the greatest influence on the company’s bottom line—either by somehow driving revenue or by controlling expenses. Perhaps you help contribute to developing talent within the company, which clearly has an impact on the overall success of the organization. Employee development always seems to be one of the first things to go during down economic times, but this is not the time to reduce training if you’d like to get more work from fewer people. Or maybe you’re managing clerical or administrative functions that would be expensive to secure elsewhere.
If you can’t draw a line from what you do each day to the financial well-being of the company, then it might be time to do some hard thinking. Your other contributions might be valuable, but in difficult economic times, corporate leadership often becomes must more focused on dollars and cents, for better or for worse.

Where am I going with this? If it isn’t obvious how your contributions benefit the company, be prepared to explain how they do. If you CAN’T explain why certain aspects of what you do are valuable, then it’s time to stop doing them.

At the end of the day, productivity is about more than getting things done. It’s about getting the RIGHT things done and getting them done efficiently.

Make it a productive day! (TM)

(C) Copyright 2008 Laura Stack. All rights reserved.  www.TheProductivityPro.com

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When was the last time you de-cluttered your computer?  Our computer desktops can become just as messy as our physical desks if we let them.  When computers are bogged down with out of date or useless information their performance suffers – and so can yours as you slog through your hard drive trying to find the documents you need.  The recycle bin on your computer is your friend – use it!

Your computer filing system should resemble physical filing system as much as possible in order to easily retrieve documents.  If you’re like many people, when you create documents or download documents from email or the Internet, you allow the document to be filed in the default location and leave it at that.  This can leave your My Documents folder or your Desktop in a state of confusion and disarray. 

Here’s an easy fix: In Windows Explorer, select the My Documents folder.  Under the File menu, select New and then Folder.  The new folder name is highlighted.  Give it a broad umbrella name, such as “Personal” or “Business” or “School.”  Then within each folder, create any number of folders appropriate to your organizational method. For example, under “Personal,” you could have folders named Finances, Kids, Legal, House, Recipes, etc.  Under your “Business” folder you might have folders such as Clients, Projects, Contracts, or Reports. 

Once your folders are set up, save documents in the appropriate place when downloading a file from the Internet or email.  When saving, you can also rename the file to make it easier to find later.  I have found that many files have names that are not easily recognized when searching for it months later.  It is not useful to have folders full of files named “report” or 6238484b.pdf.  Better to take the extra second when downloading to rename it to “August 2008 Bank Statement” or “HP ScanJet Instructions.”  This will save time and headaches down the line.

As for the clutter currently on your computer, set aside some time to go through your files.  Depending on how long it’s been since you’ve been through your hard drive this could take fifteen minutes or an hour or more.  If you have hundreds of files to peruse, break up the task into a few half-hour chunks, so you don’t get overwhelmed and give up.  Take the files you need for future use and place them in the appropriate folders. Delete the files you no longer need.  Believe me, it’s as fulfilling deleting the junk out of your computer as it is clearing the clutter from the garage!

© 2008 Laura Stack.  Laura Stack is a personal productivity expert, author, and professional speaker who helps busy workers Leave the Office Earlier® with Maximum Results in Minimum Time®.  She is the president of The Productivity Pro®, Inc., a time management training firm specializing in productivity improvement in high-stress organizations.  Since 1992, Laura has presented keynotes and seminars on improving output, lowering stress, and saving time in today’s workplaces.  She is the bestselling author of three works published by Broadway Books: The Exhaustion Cure (2008), Find More Time (2006) and Leave the Office Earlier (2004).  Laura is a spokesperson for Microsoft, 3M, and Day-Timers®, Inc and has been featured on the CBS Early Show, CNN, and the New York Times. Her clients include Cisco Systems, Sunoco, KPMG, Nationwide, and 3M.  To have Laura speak at your next event, call 303-471-7401.  Visit www.TheProductivityPro.com to sign up for her free monthly productivity newsletter.

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21. Journal your meeting notes.  Many people don’t know how to use the Journal feature in Outlook or even what it’s for!  If you’ve ever accidentally clicked it, you’ll get a pop-up box that asks you if you’re SURE you want to turn on the Journal.  Most people freak out and click NO.  Next time, click yes.  Open a new Journal entry, type up your meeting notes, put in the day/time of the meeting, indicate in the Contacts field who was at the meeting, and select a Category for the meeting name or project.  When you select that Contact and click the Activities tab, you’ll be able to see the Journal entries (notes) from every meeting you’ve ever had with that person. You can also pull up your Journal entries by Category to review meeting notes as far back as you’d like.  OR give your notes to your assistant, have him type them up in the text field of the original meeting notice, save, and send a message to attendees (under Actions).

22. Avoid meetings on Fridays.  Many departments and teams just decide as an informal policy to schedule meetings Monday-Thursday if at all possible.  Too many people try to take long weekends or duck out early, making scheduling and rescheduling a nightmare on these days, plus you’ll end up with a lot of no-shows.  I try to leave Fridays open for personal appointments.  I find if I put a doctor’s appointment in between business meetings, something always happens to derail one or the other.  It’s hard to get my mind switched between different realms as well.

23. Always send or request an agenda and include it in the text portion of the appointment or include as an attachment.  A basic agenda should include a statement of purpose (see #13), any logistical considerations, the decisions to be made, a list of the topics to discuss (in priority order), who is responsible for that item, and how long you are allotting for each one.  Ask participants if they have any changes to the agenda items to let you know in advance of the meeting, so you can make adjustments if necessary.  Once you get into the meeting, follow the agenda diligently, so you can ensure all points are covered, decisions are made, and the objective is achieved.

24. Don’t let Outlook pick the length of your meeting.  The default is one hour, so that’s how much time people normally schedule meetings!  Instead, match the length of the meeting to the purpose.  If you’ve done an agenda (see #23), and you’ve determined you’ll only need forty minutes, then schedule for that.  Time will expand to fill the amount of time available.  If you’ve promised folks you’ll be out of there, people tend to work toward that goal.  If there is slack time, more socializing will naturally take place and an hour will definitely get used.  Some people try to build in “buffer” time—don’t cave to this habit.  I purposefully under-schedule and announce the goal at the beginning, so everyone is actively moving forward.

25. For longer meeting, allow enough breaks. Give a break at least one break for every hour and 15 minutes, max.  Let attendees know at the outset what to expect.  If you keep rambling on, and they aren’t sure when they’ll get a bio break, they will just start getting up randomly and sneaking out.  If you clearly state at the beginning, “We will meet from now until 10:00, and then we’ll break until 10:10,” etc.  It is also common courtesy that if you’re meeting over a lunch hour to provide food.

26. Be considerate of those in other time zones.  If you’re in the Pacific Time zone, and some of your meeting participants are calling in from the east, a 2:00 meeting puts them into departure time.  Realize that people may have childcare commitments at the end of the day; an afternoon meeting (or vice versa for early mornings on the west coast) can severely inconvenience folks and reduce the odds of attendance.

27. Strike a balance on when to schedule a meeting.  If you schedule a meeting too far out, you’ll get a bunch of cancellations and requests to reschedule as you get closer—or you’ll just get trumped by someone higher up.  If you wait to schedule a meeting until the last minute, it’s hard to find a block of time when most people are readily available.  So it’s best to schedule around one to three weeks in advance.  Anything sooner than that or further than that is fraught with scheduling challenges and conflicts.

28. Let the meeting leader know as soon as you’re aware of a conflict with a scheduled meeting.  If you have a change in your calendar but don’t want to “rock the boat,” you inconvenience more people the longer you wait.  It takes effort to work schedules around appointments, so as soon as you know, raise the flag.  The chair can determine if they can make it without you or if the meeting should be moved.

29. Display multiple Outlook windows at one time.  Perhaps you want to see your calendar while looking at an email.  While in your Inbox, right-click on your Calendar (either on the Folder List or the icon) and select “Open in New Window.”  Outlook will open your Calendar in a separate window, which you can resize and move to where it’s most convenient for you, while still being able to switch back to the Inbox.  This is especially useful if you have a large monitor or dual monitors.

30. Customize your Calendar to your preferences.  Don’t be satisfied with the standard calendar layouts—make it your own!  For example, you can automatically add holidays to your calendar.  On the Tools menu, click Options, then Calendar Options, and then click Add Holidays.  The weekends are also compressed by default.  If you want to show Saturday and Sunday as separate boxes, right click in the Calendar and select Other Settings.  Uncheck the box that says Compress Weekend Days.  While you’re there, change the default setting for 30-minute time slots to 5, 6, 10, 15, or 60 minute slots (I use 15).  Frequently schedule with people in another time zone?  Avoid confusion by displaying another zone.  Under the Tools menu, select Options.  On the Preferences tab, click Calendar Options, Time Zone, and “Show an additional time zone” check box. Select the desired time zone and OK out of there.

(c) 2008 Laura Stack. All rights reserved.  www.TheProductivityPro.com

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11. Keep your calendar up to date.  It’s frustrating when your colleagues are trying to set up appointments, and it appears that you’re open, so they send out a meeting request to a large group.  You respond, “Sorry, I have a conflict on that day/time,” to which they respond by banging their heads on the desk in frustration, asking, “Then WHY didn’t you have it on your calendar?”  Truly, if an organization is going to predictably use shared calendaring to coordinate meetings, you must keep yours current.  It’s fine to use a traditional paper method as well, but if you schedule something on your “other” calendar, make sure to update your electronic one at regular intervals as well.

12. Include travel time in a single appointment and put the actual meeting time in the subject.  If your meeting starts at 11:30, but it’s going to take you thirty minutes to drive there and fifteen minutes to get out of the building to your car, block out your calendar starting at 11:00 (so others can’t schedule with you).  Then write @11:30 in the subject line, so you know the actual meeting time.

13. Do not accept a meeting invitation if the requestor can’t state in one sentence the exact reason you are meeting.  For example:
- To inform our department of changes in the holiday pay policy.
- To sell management on our division’s plan to automate payroll processing.
- To brainstorm the best way to resolve the association’s budget deficit.
- To determine realistic sales goals for each region for next year.
- To discuss the critical skills required for successful performance as a first level supervisor.

14. Send lengthy reading materials at least 48 hours in advance.  Participants express frustration with wasting time in meetings reviewing materials that were just handed out.  They don’t have adequate time to digest the information and formulate questions.  They could have reviewed that document while waiting in the doctor’s office yesterday.  Don’t waste everyone’s time by forcing them to sit there and read together like kindergarteners—their time is much too expensive.

15. If updating a meeting already scheduled, send an update to the existing appointment.  If you have already set up a meeting and invited participants, sending an email about the meeting forces them to either copy and paste the additional information into the meeting or have two meeting blocks for the same event side by side on their calendars, forcing them to open two items to get complete information.  If you need to add information, send out a meeting update.  To contact meeting attendees with a reminder or other message, open the original meeting request, click the Actions menu, and select “New Message to Attendees.” 

16. Avoid meeting request responses.  If you’re sending a meeting request to a large group and don’t need or want responses, in the open new meeting request, on the Actions menu, uncheck the line Request Responses.  To make this the default.  Tools, Options, E-mail Options, Tracking Options, “Delete blank voting and meeting responses after processing.”  Or create a Rule (under Tools, Rules and Alerts, start from a blank rule) to automatically delete messages responses with certain words in the subject line.

17. Schedule time for preparation and action.  Depending on your level of involvement in the meeting, you need time to get ready.  You might need to start your preparation days before if you need to create a report or give a presentation.  When you accept a meeting, immediately go into your calendar and block off at least 15 additional minutes separately for prep time, a bio break, refreshing beverages, and transfer time—and add more as necessary for mental preparation and review.  Don’t walk into the meeting “cold.”  In the same way, block out time at the conclusion of the meeting to review action items, activate them into your time management system if you can’t complete them right then, and get organized.

18. End meetings before the top or bottom of the hour.  If you’re the one scheduling the meeting, don’t use the standard Outlook settings of hour or half hour blocks.  If one meeting is from 1:00 to 2:00, immediately followed by another from 2:00 to 3:00, you will by default be late to your 2:00.  So use either :15 or :45 start and end times, to allow transition time.

19. Limit attendees. Think through who really needs to be there.  Don’t worry about “hurting someone’s feelings” if they aren’t included.  If you simply want to keep a stakeholder or player in the loop, select them as “optional,” instead of “required.”  Always assume that higher-ups have things to do that are much better uses of their time than sitting in your meeting.  Think about how much money people are paid, and ask if your meeting is worth an hour of their pay PLUS what they otherwise could have been doing if they weren’t stuck in your meeting.  Only invite people if they have a direct contribution to make to the meeting objective, and the desired decisions would not be able to be made without them.  If their presence is only required for ten minutes, give them the first ten minutes, and then allow them to graciously depart.  Keeping others who aren’t invited informed can be done with a quick email summary or inclusion on the distribution list of any meeting notes or minutes.

20. Confirm everything.  I’ve often shown up for a meeting and the other person “forgot.” You’d like to think adults are all responsible and will do what they say they will do, but it’s always better to dash off a quick email.  “Looking forward to seeing you on (date) at (time) at (location).  Let me know if something comes up.”  I don’t make people confirm that things are correct; I ask them to let me know if there is a change.  Also make sure you get directions and map it out well in advance of trying to run out the door.  I look at my calendar for the next day before I leave work and make sure I’m ready to roll on everything.

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Numbers 1-10 of 30 scheduling tips:

1. Determine if you really need to meet in person.  How many times have you attended a meeting and asked yourself, “Why am I here?”  Hopefully, you’ve started protecting your time from every person who wants a piece of it.  If my clients want to meet in person, I charge a consulting fee.  For telephone calls, no charge.  Ninety percent of the time, a conference call will suffice.  Extra travel time and expenses are involved when meeting in person, so avoid it unless dialogue and brainstorming are required.

2. Have meeting requests and responses go to your delegate, not to you.  Don’t wade through all the responses; that’s why you have an assistant (if you do).  Under Tools, Options, Delegates, select “Send meeting requests and responses only to my delegates, not to me.”  Brilliant.

3. Create a private calendar to post appointments you don’t want others to see.  We are all used to email folders, where we file email.  Most people, however, have never created a calendar folder.  A calendar folder IS a new calendar.  To create one, follow the same drill for creating an email folder (right-click on the Calendar in the folder list and select New Folder).  However, make sure the folder contains “Calendar Items” in the drop-down box.  Give your new calendar a name such as “Kids Summer Schedule” or “Laura’s personal calendar.”  I kept track of my kids summer activities in one, so my husband would know where his schedule was impacted for driving duty.

4. Check your appointments as Private when you don’t want others to read the text.  Yes, you can!  The Private box is a little, tiny box in the bottom right-hand side of your screen (Outlook 2003) when you create a new appointment.  People who share your calendar will still see a block and that you’re unavailable, but they can’t read the appointment text. 

5. Use the Category box to indicate the project, team, or committee.  Every time you schedule an appointment or accept a meeting invitation, indicate what project it’s related to in the Category box.  Use the Master Category List to add your labels.  “Tag” each appointment with one or multiple categories.  Then under the View menu, select Arrange by, Current View, By Category.  Then you can see all meetings, past and present, you had with a certain group, person, project, committee, etc.

6. Can’t find an upcoming meeting with someone you know you scheduled?  Tired of searching your calendar manually to find it?  Instead, get into the habits of using the Contacts box at the bottom left of each appointment, to indicate whom you’re meeting with (can be multiple people).  To find all upcoming meetings with a particular person, go to that Contact’s address card, select the Activities tab, and in the drop-down box, select Upcoming Tasks/Appointments. The people must be loaded in your personal Contacts list (not just your company’s global address book) for this to work.  If a meeting invitation is used, this feature is automatic, and you don’t need to select the names. 

7. As a courtesy to your coworkers, send a meeting invitation instead of an email when you’d like to connect.  Rather than emailing colleagues and asking, “What’s your schedule today?  Can we get together for 30 minutes?” take a minute to schedule a meeting invitation.  While in your Calendar, select Actions, New Meeting Request, Scheduling Tab, Add Others, Add from Address Book, and select attendees.  Check their availability on the calendar (this assumes you’ve been granted access to their calendars) and find an open time (or select AutoPick to let Outlook find the next available date/time).  Send the meeting request.  When invitees receive it, they can simply click Accept, and Outlook moves the appointment to their calendars for them.  This saves the recipient time and also saves you from trying to coordinate multiple calendars manually.

8. If someone does send an email wanting to meet, convert it into an appointment.  If your colleagues don’t understand the meeting feature and insist on sending emails for appointments, you can quickly turn an email into a Calendar item.  Right-click on the email, select Move to Folder, and then Calendar.  A new appointment window automatically opens, containing your email and any attachments.  Fill in the date, time, and details, and then Save and Close.  The message is moved from the Inbox into the Calendar automatically.  No more manual copying and pasting!

9. Use labels to quickly “see” the layout of your schedule for the day.  Right-click on any appointment in your calendar.  Select Label.  Select Edit Labels.  Change the text to display the colors as you’d like.  Pick colors consistently with your team (travel, multiple locations, training, personal, vacation, meeting, video conference, etc.) so you can quickly see where team members are working and what they’re doing.

10. Block out time to work.  Sometimes you might want to actually schedule an appointment to WORK.  To protect your time from others, schedule a Task on your Calendar (Outlook 2003).  With the Task Pad view in the Calendar showing, click on a Task you’d like to complete.  Hold the left mouse key down while you drag it to your calendar and release.  An Appointment window will pop up, automatically inserting the task into the text portion of the appointment item.  Fill in the time you want to work on the task on your calendar.  Change the Show Time as field to Tentative, if desired.  Save and close.  The task will still be kept in your Task Pad, but now you’ve blocked out time on your calendar to work on it.  NOTE: Do NOT put things you need to DO on your Calendar (that’s what Tasks are for), because if you don’t complete it, you’ll have to move it manually (not so with Tasks).

© 2008 Laura Stack.  Laura Stack is a personal productivity expert, author, and professional speaker who helps busy workers Leave the Office Earlier® with Maximum Results in Minimum Time®.  She is the president of The Productivity Pro®, Inc., a time management training firm specializing in productivity improvement in high-stress organizations.  Since 1992, Laura has presented keynotes and seminars on improving output, lowering stress, and saving time in today’s workplaces.  She is the bestselling author of three works published by Broadway Books: The Exhaustion Cure (2008), Find More Time (2006) and Leave the Office Earlier (2004).  Laura is a spokesperson for Microsoft, 3M, and Day-Timers®, Inc and has been featured on the CBS Early Show, CNN, and the New York Times. Her clients include Cisco Systems, Sunoco, KPMG, Nationwide, and 3M.  To have Laura speak at your next event, call 303-471-7401.  Visit www.TheProductivityPro.com to sign up for her free monthly productivity newsletter.

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I’ve worked full-time from my home since 1992 and can’t imagine doing it any other way. Whether you work full time out of your home, occasionally telecommute, catch up on work in the evening, or run a household, you need some sort of dedicated “office” space in your home. Offices can serve as the family computer center, a place to do paperwork, and the occasional work-at-home office.

The first big question is where to locate your home office. Until the last few years, most builders didn’t catch on to the popularity of a built-in home office. If you have a computer, you probably need more than an antique writing desk in the living room. But if you only use your “office” to pay bills, write letters, and return phone calls, you can get away with a corner of the kitchen.

In most homes, extra space is difficult to come by, so you’ll need to get creative. I’ve seen people attempt to use a hallway, part of a bedroom, and even a closet. However, it’s difficult to work while children are running around you, you see your bed and think about napping, or when it’s too cramped. So I’ve always commandeered the “formal” dining room or living room—no one ever used it anyway—so it’s wasted space. Or perhaps you can steal the guest room.

Set yourself up for success. If you are going to be working from your home full-time, use this checklist to ensure you’re set up for success and maximum productivity:
• Where will you set up your home office?
• How will you modify the space to meet your needs?
• Can you lock the door? Can you lock the windows?
• Do you have sufficient lighting for that area?
• What office supplies you will need?
• Where are the electrical sockets located? Will you need additional power sources?
• Do you have enough storage space, such as a file cabinet, bookcases, credenza, closets, etc.?
• Where you will store back-up disks? Is the storage area safe from fire, flooding, etc.?
• If your home office is in the basement, and if the basement tends to get damp, do you have a de-humidifier?
• Do you have a personal computer that you already use at home? Will you need different software or upgrade the RAM? Will others need to stop using it for personal purposes?
• Do you have sufficient office equipment for your home office?
• Do you have a desk? Is it large enough to do office work?
• Do you need to have a modem installed on your home computer?
• Are there sufficient phone jacks in the area you’ve designated for your home office?
• Do you need a separate fax line, Internet line, and business line?
• Do you have voice mail or an answering machine?
• Do you have a smoke detector in your home office area?
• Do you have a fire extinguisher located hear your home office?

Regardless of whether you work full-time from home or a few times each month, your home office has some common requirements:

Furniture and storage
• A professional office desk and worktable
• Sturdy filing cabinets and drawer space for files. Invest in quality pieces that won’t fall apart.
• An ergonomically correct chair
• Bookcases or shelves to hold binders, trays, phone books, and reference manuals
• Stackable storage units that maximize your space vertically
• Large garbage can
• Supply caddy/accessories
• Stackable trays for “in” and “out” boxes
• A large, standing document sorter with slots for envelopes, fax paper, letterhead, etc., that fits under your desk for easy access.

Computer and peripherals
• A computer with lots of RAM, a large hard drive, and a DVD burner
• External back-up system (like www.godaddy.com or an external drive)
• DSL or cable or satellite Internet connection (no dial-up)
• High-security remote access to your offsite office computer (like www.GoToMyPC.com)
• USB hub such as Linksys 2.0, which has seven easy access ports to plug in your keyboard, iPod, PDA docking station, digital camera, USB flash drive, etc.

Software
• Spam filter, such as www.mcaffe.com
• Internet security and virus protection, such as www.norton.com
• Integrated contact management, such as ACT (my favorite) or Goldmine
• Fax within the computer, such as WinFax Pro
• Postage, such as www.stamps.com, Pitney Bowes Postage Meters, or www.dhl.com
• Accounting, such as QuickBooks Pro for business or Quicken for home only
• Email software, such as Microsoft Outlook
• Calendar, such as Microsoft Outlook, or a paper planner, such as www.daytimer.com/laurastack

Other technology and equipment for people who work at home
• A separate business phone line and fax line if you conduct business from home so your clients don’t get voice mail saying, “You’ve reached the Smith residence.”
• Wireless headset (I use GN Netcom plus receiver lift)
• Cell phone and PDA, which can be separate, but optimally a SmartPhone, which includes PDA and email access
• Pager or text pager (only if you’re required to carry one)
• High-quality laser printer, copy machine, and scanner (separately or all-in-one)
• Telephone with voice mail

Who knows…setting up a clean, organized, productive office space at home might allow you to consider more work-at-home or other home-based business opportunities.

© 2008 Laura Stack.  All rights reserved.  Laura Stack is a personal productivity expert, author, and professional speaker who helps busy workers Leave the Office Earlier® with Maximum Results in Minimum Time®.  She is the president of The Productivity Pro®, Inc., a time management training firm specializing in productivity improvement in high-stress organizations.  Since 1992, Laura has presented keynotes and seminars on improving output, lowering stress, and saving time in today’s workplaces.  She is the bestselling author of three works published by Broadway Books: The Exhaustion Cure (2008), Find More Time (2006) and Leave the Office Earlier (2004).  Laura is a spokesperson for Microsoft, 3M, and Day-Timers®, Inc and has been featured on the CBS Early Show, CNN, and the New York Times. Her clients include Cisco Systems, Sunoco, KPMG, Nationwide, and 3M.  To have Laura speak at your next event, call 303-471-7401. 

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