Archive for the ‘Office Organization’ Category

Monday, August 18th, 2008

Best Practices for Scheduling Your Day and Setting Appointments Part III of III

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


Thursday, August 14th, 2008

Best Practices for Scheduling Your Day and Setting Appointments Part II of III

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.


Monday, August 11th, 2008

Best Practices for Scheduling Your Day and Setting Appointments Part I of III

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.


Tuesday, July 22nd, 2008

How to Set Up an Effective Office Space in Your Home

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, www.pitneyworks.com, 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. 

Receive a free eBook “111 Ways to Improve Your Personal Productivity“!


Tuesday, July 8th, 2008

Clear the clutter to free your emotional energy and liberate your past

Look around you, at work and home. Do you feel overjoyed or annoyed? Your environment affects your moods, attitudes, emotions, and energy level. What things sap your energy? You need to figure out ways to reduce, eliminate, or change your environment, so that it lifts you up rather than brings you down. These tidbits might help.

1. Clear the clutter. This requires effort and can be time-consuming, but the real reason people dread clearing clutter is emotional attachment — and because you no idea how to organize what you keep. Focus first on the areas of the home that are most important to your health and vitality, especially the bedroom.

2. Thin out the incoming stream. We all have a constant stream of mail and new possessions coming into our lives. If you don’t develop a regular habit of thinning it out as it walks through the door, it’ll pile up and zap your energy in no time.

3. Create space with the right layout and equipment.  If you get buried in clutter simply because you don’t know where to put things, learn to make creative use of the space you have — including vertical space.

4. Learn to live more simply. Instead of piling on new possessions until you just have to many, stop buying and take a hard look at what you have. Don’t equate material possessions with wealth or happiness, or — worse yet — self worth. 

5. Get rid of it. If you don’t learn how to get rid of things, you’ll be overwhelmed with your possessions. Unworn clothing, unwanted gifts, ancient paperwork — get rid of it.  If you haven’t used it in two years, ditch it.

6. Accentuate the positive. Separate the trash from the treasure. You don’t need to keep unwanted gifts simply because they’re gifts. And don’t be afraid to get rid of things that are dragging you down with emotional baggage: there’s a reason women burn photographs of their old boyfriends. 

7. Keep your office desk organized. No, a clean desk isn’t the sign of a simple mind: it’s the sign of an efficient, energetic mind! The more space there is, the less crowded your energy is. File rather than pile, and gather up those sticky notes!

8. Make a list of the home improvement projects you want to accomplish.  Nagging, incomplete projects not only create clutter, they also drag your mood down because another thing on your to-do list is staring you in the face. Dispatch routine tasks as soon as possible, and work to get the others off your calendar.

Clearing away clutter may seem like too much work, but you need to learn how to do it effectively for your own benefit. Once you cut down on the clutter in your life, you can move on to more productive levels of emotion and energy that put you ahead of the game.

© 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.


Thursday, June 26th, 2008

Me, You, and the Handheld

These days, most of us use handheld technology in all aspects of our daily lives, blurring the boundaries between work and home. Has this made you feel more overworked and less energized? If so, you need to learn how to break free from technology, turn it off regularly, stop letting it control you, and unplug in ways that boost your energy. Let’s chat about your electronic habits, and about how to regain control.

1. Plan your screen time and stick to it. It’s unnatural to focus on a computer or TV screen for hours on end instead of interacting with people. Yet this is precisely what most people do — and the subsequent feelings of social isolation and depression can be quite damaging to your energy level.

2. Put your life first. Don’t let technology eat up your free time; technology exists to simplify your life, not to complicate it. It’s up to you to keep it in check. A good start is to turn off all electronics an hour before bedtime.

3. Keep your electronic in-box empty. Slash through the electronic detritus to maximize your efficiency, and therefore your energy level. If you let your voicemail and email inboxes get overcrowded, important communications might fell through the cracks, straining a friend’s or client’s trust in you.

4. Get your computer organized. Too much computer clutter can drain your energy just by forcing you to hunt for things that should be easy to find. Delete old files, reorganize folders, and give files names that make their contents obvious at a glance.

5. Turn off your technology when you’re on personal time. You can’t recharge your personal energies if you’re always working. Once the workday is over, make yourself electronically scarce.

6. Avoid Obsessive Compulsive Technology Disorder. You don’t need to check your email constantly. Doing so is forces your brain to start/stop/start/stop constantly, which requires a huge amount of mental energy. Instead, turn off the technological distractions so you can get work done.

7. Just say no to instant messaging.  Instant messaging is a great way to stay in contact, but too much of it steals time and energy you need for other work. Don’t be afraid to turn on the “DO NOT DISTURB” feature when you want to focus on a task that requires your complete concentration.

8. Match the message to the medium. Use the right means of communication for a particular message. Sometimes email is the most efficient way to communicate with a particular person; sometimes it’s better to pick up the phone.

Electronic devices are supposed to make your life easier, not more stressful. If they’ve begun to dominate your life — including your time off — step back and decide whether all that stress is worth the reward. It may be time to shed some of that technology, or at least to put it back in its place.

© 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.


Monday, March 31st, 2008

The Paperless Office? What a Joke!

No matter how technologically savvy we become, we can’t seem to eliminate paper. In fact, studies estimate that we generate up to ten times more paper than we did before the advent of the computer! How much of that paper is sitting in stacks on multiple surfaces all over your home and office?  To tame those mountains of paper, try throwing these ideas at them.

1. Consistently purge your files without fear. Before you embark on an overhaul of your filing systems, purge all the old junk first. Why spend time dealing with paper you’re just going to toss anyway?

2. Create and maintain a filing system that allows you to find papers easily. If you can’t find a particular piece of paperwork when you need it, it might as well not exist. Pick a logical filing scheme and follow it religiously.

3. Follow a daily processing system for staying on top of mail and paperwork. Keep track of your incoming mail and other paperwork every day, and use the 6-D system to deal with it: discard, do, delegate, date, drawer, or deter.

4. Handle bills in a timely fashion and keep up with bookkeeping. Limit the number of credit cards and checking accounts you have, and learn to file everything effectively so you know when bills are due. Online payments can help.

5. Know where you put every piece of paper you receive. Keep different types of paperwork in separate files, and think before you put something into a file: is it really worth my time and effort? For example, most store coupons aren’t.

6. Handle phone calls and voice mail productively. Avoid phone tag, which does little but add to your daily paper deluge. Answering the phone when it rings can be much more effective. Also, start a phone log to keep track of who you’ve called and who’s called you.

7. Use technology to reduce paper and complete tasks quickly. Utilize computers and related devices to automate what would ordinarily be paper-based tasks: e.g., holiday lists, contact management, word processing, and mass-mailings.

8. Keep important papers up to date and easy to locate. It’s especially important to keep track of insurance, medical documents, and wills, and to keep them current at all times. Make a list of all your passwords and bank account numbers too, and make sure your loved ones know where to find that list.

9. Use a calendar system to track family members’ schedules. Use ONE calendar that contains ALL your personal, family, and work commitments, so you can track and sync other people’s schedules with your own.

10. Organize and keep up with my reading. If you’ve got too little time to keep up with your reading, cut back on your commitments, and try listening to audio books. Even better, ditch the stuff that’s so dull it puts you to sleep.

It pays to spend a little time every day making your bill paying, filing, reading, tracking, and scheduling more manageable. If you don’t get control of the paper monster, it’ll get control of you. If that happens, you’re likely to find yourself drowning in a sea of paper — not exactly the most dignified way to go!

© 2008 Laura Stack.  Laura Stack is a personal productivity expert, professional speaker, and author 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 company in Denver, Colorado, that caters to high-stress industries. Laura’s newest productivity book, The Exhaustion Cure (Broadway Books), hits bookstores in May 2008.  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, Sunoco, KPMG, Nationwide, and MolsonCoors.  Contact her at www.TheProductivityPro.com


Wednesday, March 26th, 2008

Who’s in Charge: You or Your “Stuff”?

Do you own your possessions, or do your possessions own you? It’s easy to get overwhelmed by all the stuff you’ve accumulated — everything from toys and clothing, to tools and all the stuff you regularly use that still counts as clutter. If you’re tired of all your stuff weighing you down, here are some ideas that may help you regain control.

1. Have a systematic plan to get and stay organized. The key to getting organized is FOCUS. Focus on getting one thing completed before moving to the next area. Act like a postage stamp: stick to one thing until you get there.

2. Eliminate clutter and resist adding more. Don’t let your belongings control you. For a start, get rid of unhappy reminders from the past, stop keeping old magazines and newspapers, and don’t buy things just because they’re on sale.

3. Keep your briefcase, tote, or purse organized and clutter-free. Don’t carry stuff around just because you might need it someday: all you’ll end up with is a cluttered mess and a backache. Carry only what you need on a daily basis, keep everything tucked into its own slot, and always put things back after using them.

4. Maintain clutter-free drawers and closets. Don’t just toss things in drawers and forget them. Make liberal use of file folders, trays, and dividers, and use baby food jars as handy paperclip holders and junk catchers. Closets should be subjected to a thorough cleaning at least twice a year.

5. Organize memorabilia such as photos and keepsakes. Before taking the time to organize an item, determine if it’s something you should be keeping in the first place. Don’t keep stuff that doesn’t have any specific meaning or use to you.

6. Keep kids’ toys, clothes, and books organized. Any family with children inevitably fights the battle of the messy monster. Having toys, clothes, and books around is inevitable, but clutter is not. Keep what’s used, and get rid of the rest.

7. Set up and maintain your kitchen in an organized fashion. We spend so much time in the kitchen putting groceries away, preparing meals, and doing dishes, it’s important to maintain an organized space. Be picky about what you keep, and always have frequently-used items close at hand.

8. Keep your car organized and clean. You don’t want to have a two-ton trashcan on wheels. Organize the clutter that stays in the car, and never let anyone get out empty-handed — make sure your trash leaves the car whenever you do. 

9. Set up an effective "office" space in your home. A home office isn’t a luxury these days; it’s just about a requirement. Offices can serve as the family computer center, a place to do paperwork, and the occasional work-at-home office.

10. Keep your house neat, and tidy up daily. Cleaning up doesn’t require anything fancy. Just make sure everything’s in or near when it should be, and regularly put things away so it’s easier to maintain a peaceful, productive frame of mind.

If owning too much is a problem for you, get serious about de-cluttering your life. Otherwise all the clutter will weigh you down, putting pressure on your other pillars of productivity. Start organizing and thinning out your possessions a little bit at a time, and eventually you’ll get there. You’ll be amazed at how good you feel, and how much easier life will be, when all the junk’s gone!

© 2008 Laura Stack.  Laura Stack is a personal productivity expert, professional speaker, and author 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 company in Denver, Colorado, that caters to high-stress industries. Laura’s newest productivity book, The Exhaustion Cure (Broadway Books), hits bookstores in May 2008.  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, Sunoco, KPMG, Nationwide, and MolsonCoors.  Contact her at www.TheProductivityPro.com


Monday, March 24th, 2008

Time management is dead: The new reality of productivity

We’ve all been there. There’s mail piled up on the corner of your desk. You have 37 unread e-mails. The phone is ringing (not that phone – the other phone). And you’ll be lucky if you can get through three of the fifteen items on your to-do list.

Oh – and you have four hours of meetings ahead of you.

It didn’t used to be this way. The world has changed in the last decade or so. Has your approach to time management changed with it?

If you find yourself stressed out and frustrated every time you try to hunker down and take control of your time, there’s a good chance that’s because you need a new way to think about time management. Don’t fall into the trap of trying to force yourself to work within a system that just isn’t compatible with the pace of your day or the nature of your work. Just like electronic organizers are perfect for some and others swear by paper planners, even the best time management system will fail if it doesn’t jive with the way you get through each day.

If you’re looking for a productivity system that is compatible with real life, consider 4-A Time Management. By focusing on four key elements of productivity you can create a flexible, customized productivity strategy that is compatible with the fast paced demands of today.

Activity. When there are 117 things that could be done next, how are we supposed to prioritize? In this new era of productivity, it is pretty much impossible to successfully schedule your day in advance. You might set out a clear list of objectives and a bulletproof timetable, but we all know that one unexpected phone call can cause the whole plan to collapse in on itself – priorities change, a crisis pops up, a deadline is moved up a week; these things happen.

Since you can’t plan for everything, it is important that you have a crystal clear understanding of what your priorities are. If something happens that is beyond your control and these priorities need to be adjusted – fine – but until then, you should have a game plan.

Evaluate your to-do list to see which tasks will yield the greatest benefit. The old A-B-C method probably won’t work if the flow of your day changes often. You need a new method of deciding where to spend your valuable time.

Think about the average amount of time that you can work uninterrupted. Which of your tasks will benefit most from that undivided attention? Which require a lot more or much less? Make a plan to work on the bigger, more time-intensive projects when you know you’re least likely to be disturbed. Save the little ones for those windows between meetings and phone calls when you won’t get much else done.

If one of your important projects is just too intimidating for you to ever make any headway, break it down into smaller, manageable steps. I guarantee that nine times out of ten, once you get started you’ll forget why you put it off for so long to begin with.

Availability. The best laid plans won’t stand a chance if you don’t find a way to control your availability. Your time is your most valuable asset. Don’t just give it away to anyone who asks! You’ll never have complete control over your availability, but it’s important to know how to carve out blocks of distraction-free time that is conducive to productivity.

Meetings are notorious for eating up massive blocks of time. Learn to say “no.” It’s pretty likely that you don’t need to be at all of the meetings that you’re attending. Can you send someone in your place? Ask for the minutes to be forwarded? Address the situation with a quick phone call? Evaluate whether the meetings you attend are really necessary.

When you’re not in those meetings, schedule time to work. In some jobs this is easier to do than others. It might just be a matter of shutting your office door and setting your phone to voicemail. Or working from home or heading to Starbucks with your laptop. You might need a clear signal for your co-workers, like using a do-not-disturb sign or putting on head phones when you need to work uninterrupted.

Whatever your solution – don’t abuse it. If you try to make yourself constantly unavailable, you will quickly find that others lose respect for your “I’m busy” signal.

Then you’re right back where you started, whether you’re up against an important deadline or not.

Accessibility. You’ve already decided that you aren’t going to give everyone around constant access to your time. The next step is to make sure that you have easy access to the information, tools, and resources you need to be productive.

Invest the time necessary to make sure the things you need on a regular basis are at your fingertips. Things you access frequently should be filed on your desktop in an organizer or in a drawer that’s at arm’s reach. Put the files you only use occasionally where they are accessible at your desk, but give the easiest access to those things that you reference regularly. Archive files you rarely need in the bottom drawers or in files away from your desk.

Perhaps the most important and overlooked thing you can do to get organized is to structure your electronic files. In an age where most files are electronic, it’s easy to lose them to the vacuum of cyber storage. File electronic documents similar to the way you would paper ones. Don’t just plop everything in “My Documents” or on your desktop and leave it for lost. Set up folders and sub folders that have intuitive titles that you’ll easily navigate. Use dates and enough detail in file names that you won’t have to open multiple documents when you’re looking for something specific. In short, do the initial work of saving the files in an organized manner to make referencing them an easy task.

Stopping to hunt for what you need not only wastes time, but it destroys your rhythm and forces you to break your concentration. It’s well worth it to organize as you go.

Attention. The most effective time management system in the world won’t do a thing to improve your productivity if you don’t focus on the task at hand. For many of us, the problem isn’t a lack of willpower; it’s having the restraint to refuse distractions.

This means closing Outlook when you’re not working on e-mail and trying to check it only a few times a day. Resist the urge to open messages as they come in. This also means letting the voicemail light stay on until you’ve finished what you’re doing. Treat your project time like an appointment with a coworker. Ignore the phone, the e-mail, and the urge to go get a cup of coffee.

Of course, avoiding email and the phone might be much easier than avoiding the distractions that come from coworkers. If you’ve already put your “do not disturb” signal in place, be it headphones or a closed office door, and you’re still being interrupted, it’s time to tactfully redirect the person distracting you.

Acknowledge the issue and let them know you’re in the thick of an important project. Ask if you may give them a call in an hour when they may have your undivided attention.

Just remember – it’s better to be like a postage stamp and stick with something all the way to the end than it is to be a butterfly that flits from task to task!

So forget managing your time – it can’t be managed. Manage yourself with these 4 A’s and you’ll increase the likelihood you’ll have a productive day.

Make it a productive day!

www.TheProductivityPro.com


Friday, February 22nd, 2008

Catalog Choice Lets You Decide What You Want to Receive

I like a new service by Catalog Choice, in which you decide which catalogs you want to receive.  When you receive a catalog you don’t want, you enter it on your account and select "Decline Catalog."  They contact the merchant on your behalf and request that they no longer send you their catalog. Reduce the number of catalogs you receive in the mail!  One-stop-shop method keeps you from having to unsubscribe to each one individually—a real time saver!