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

“Ignorance is not bliss. It’s fatal. It’s costly. And it’s for losers. You either get organized, or get crushed.” — Donald Trump, American businessman

One of the Six Keys of workplace competence is Accessibility: your ability to organize the inputs and outputs in your work life, so that you can easily locate data in any medium—whether it’s in paper files, on your computer system, on the company Intranet, or distributed in your team members’ heads. Given the fact that modern workers are constantly bombarded with data and communications, just being able to access information efficiently can enhance productivity to a surprising degree.

At the C-Suite level, Accessibility morphs into Organization…and from a productivity standpoint, it’s more important than ever. Organization means more than just maintaining an efficient schedule and getting your personal workspace shipshape. By the time you reach upper management, you ought to be a virtuoso at that level of accessibility, and you should also have a personal staff to help you keep things accessible. But when you’re overseeing a whole organization, company, or division, your organizational bailiwick expands. At that level, true Organization requires a thorough understanding of not just personal accessibility, but also the systems that define and support your entire team. They need to be as tight and effective as possible, and it’s up to you to ensure that reality — if necessary, by imposing it from the top.

I think this is a perfect example of the kind of big-picture work that a top executive, particularly a CEO or President, is responsible for. It’s about as far from micromanaging as you can get, because it effects everyone in your group. You’ve stepped back even farther than a good hands-off manager, because you’re not worried about individual performance per se; you’re dealing with the “platform” on which all the individual “apps” in your organization run, if you will. You’re tweaking the code, and making everything work better for everybody.

One of your prime responsibilities here is to determine what you need to change in order to maximize Organization, which requires that you spend some time studying the entire range of systems and processes by which information is organized, stored, and transmitted within your organizational structure. Don’t expect this to be a quick process; if you try to rush change, you’re likely to make damaging errors. Ultimately, the changes might take months or years to implement—not only because you have to study things thoroughly first in order to determine what needs to be changed, but also because you have to figure out how to pay for those changes…and then you may have to convince a board of directors, the business owner, or other individuals or groups that you report to that the changes are necessary.

Warning: don’t get lost in the concept of change for change’s sake! The cliché of the new broom that sweeps clean is a popular one, but don’t forget the tinkerer’s Number One rule: “If it ain’t broke, don’t fix it.” The idea is to tighten up existing systems to maximize efficiency, if at all possible. Replacing systems wholesale is unnecessary and wasteful if all you really need to do is streamline and modernize. What truly matters is productivity, and your employees can’t be productive if you’re reorganizing for no good reason.

Once thing I’d like to emphasize before I sign off is the fact that in order to accomplish this new level of Organization, you absolutely need to get all your lieutenants on board. By the time you’ve studied the situation for a while, you ought to have an almost instinctual understand of not just what needs to be done, but also how the individuals who have to implement your changes will react when you propose those changes. It may be that one of your first tasks will be to restructure decision making within your group, so that the Organization can be pulled off efficiently.

You’re the boss. You can’t let your subordinates control the flow of information and data at their whim, not if you want to Organize your company to achieve maximum productivity. If your managers are used to treating their teams as their own private fiefdoms, you’re going to have to break that stranglehold before you can get anything done.

Top Ten Tips for a More Organized 2011!
By Laura Stack, MBA, CSP

There will always be more things to do than time to do it. Working longer isn’t going to save you. (I’d bet you’ve never gone to sleep at the end of a long day with everything on your to-do list completed.) To counter this never-ending battle, you’ll need to learn to be more efficient and get your work done in less time. If you can figure out how to be more productive during the day and achieve greater results in less time, you can leave the office earlier and get a life.

Learn how to use your software. One of the many ways professionals waste time during the day is with Microsoft Outlook (or whatever email software you use). I estimate people waste 30 minutes to 2 hours a day with incorrect or inefficient information management systems. Sometimes it’s a simple matter of not understanding what Outlook is capable of doing (Journaling, Notes, Customized Contact Forms, Task Tracking, etc.). As a Microsoft Certified Application Specialist (MCAS) in Outlook, I estimate most people only understand and use 10-20% of Outlook’s capabilities.

The Inbox is not a to-do list. Pull the action from the email and move it to the correct location. Do NOT simply flag the email, which simply leaves it in the inbox.

1. Right-click on the email.

2. Select “Move to Folder” from the short cut menu.

3. Select Tasks from the list if it’s a “to-do” item or Calendar if it has a specific time.

4. Click OK.

5. This will activate a task properties window.

6. Update all of the information accordingly. Use the “Start Date” to indicate when you want the task to appear on your To-Do Bar.

7. Click the “Save and Close” button.

8. Make sure your TaskPad (2003) or To-Do Bar (2007/2010) sorts by Start Date, not Due Date.

File email in your existing folder system. You already have a folder system on your hard drive or a shared drive. Rather than keeping a different list of personal folders in your Outlook, save emails in your existing folders to keep reference items together. Just as you would save a Word document or PowerPoint show, you can save email as a file. While viewing the email:

1. Under the File menu, select Save As.

2. Navigate to the correct folder on your hard or shared drive.

3. Change the file name, if desired.

4. In the Save as Type dropdown menu, select Outlook Message Format (*.msg).

5. Click Save.

6. When you double-click the Outlook icon, the email will open within your Outlook software, just as if it were in the inbox.

Automate manual actions. Use Outlook’s Rules; they help you manage your e-mail messages by performing actions on messages that match a specific set of conditions. After you create a rule, Outlook applies it when a message arrives in your Inbox or when you send a message. Spend some time playing with the Rules Wizard to explore all the cool things you can do, such as forwarding to a list, automatically deleting mail from certain people, printing, moving messages where you’re cc’d into a specified folder, or moving messages with certain words in the subject field to a folder.

1. On the Tools menu, click Rules and Alerts.

2. Click New Rule.

3. Make sure the “Start creating a rule from a template” button is selected.

4. Follow the Wizard.

Keep your notes on your Contacts up to date. Keep notes for every client contact in a contact management system of some sort: ACT, Salesforce.com, Outlook, etc. If you have Outlook, this feature is called the Journal, which is a little-known, powerful feature rarely used by immensely helpful for salespeople to document client history: conversations, phone calls, and meetings. Create a New Journal Entry, tag it to the Contact, type out the contents of the meeting. You can now view a Contact’s Journal entries from years ago. If you share your Journal and Contacts, anyone on your time can see your notes and client activity if you’re out.

Create a travel plan. When you do have to fly for business, you’ll usually have a pretty good idea of how much downtime you’ll have during your trip, so set some goals for your travel time before you leave. How long is the flight each way? How long will you be alone in your hotel room in the evening? Know what you want to accomplish during various parts of your trip. It isn’t set in stone—it’s just a guide. When you sit down in your airplane seat, you should know exactly what to do next. Maybe there’s a report you want to read or a proposal you want to write. Be ready to dive right in. Until I can turn on my computer, I generally do light reading as I catch my breath and get settled. I might even do a Sudoku puzzle. Then I get right to it. I never turn on the television in my hotel, since a quiet hotel room is a great place to bang out work.

Embrace the Smartphone. You don’t need to become a full-fledged Crackberry addict to enjoy the benefits of a smartphone. It shouldn’t hijack your life, but it can be a useful tool while you’re riding in a taxi or sitting at the gate. Use your downtime to keep up with email; it’s comforting to know it isn’t piling up while you’re away. A smart phone can also help you stay on top of things back at the office without playing phone tag and leaving voicemails all over the place.

Simplify with a docking station. Do you find yourself transferring files between a desktop computer and your laptop when you need to travel or bring work home? This was one of my biggest frustrations and time-wasters for many years. Unless your work requires some serious computer resources, you can probably stop using the desktop machine altogether. A docking station will allow you to keep your nice big monitor and full-size keyboard, but still be able to pop your computer out of the dock, slip it into your laptop bag, and have all your files in one place. It’s the best of both worlds.

Be determined to complete a task in less time. Sometimes we’re so busy looking for an extra thirty minutes to complete a task we don’t realize it could be done in ten. Make sure you aren’t over-researching, over-analyzing, or just plain over-thinking what you’re trying to do. Some fish will grow to fit the size of their tank, and tasks will do the same thing. If Step One of writing a report is always an hour of banging your head against the blank computer screen, it becomes the norm. Don’t fall into this trap. Evaluate your tasks and challenge yourself to get them done more quickly. If you had to have the report written by the end of the day instead of the end of the week, you would find a way to get it done. Tight deadlines don’t leave much time for banging your head on the computer. When a crisis pops up, rise to the challenge. Apply the same “never say die” attitude to your more routine tasks, and you’ll be amazed at what you can accomplish. Focus, focus, focus. Give yourself ten minutes to concentrate on the task at hand. Once you commit your full energy to getting it done, you’ll be amazed at how things start zipping along.

Hold an efficiency meeting. We all know we can be more productive. When I ask salespeople, “What would you need to change about yourself in order to be more productive and increase sales?” everyone knows the answer. When I ask, “What would need to change in the office in order for you to be more productive?” everyone knows the answer. However, most salespeople and their teams rarely take the time to discuss these issues and formulate solutions. If you haven’t had an “efficiency meeting” in a while, get it on your schedule. Vent your frustrations. Try different methods. Blow up a process. Get help when you need it. All of this effort will pay off handsomely in the way of increased client acquisition.

Wishing you a Happy, Prosperous, and Productive 2011!

** To purchase online video tutorials on the above Outlook functions, please visit http://www.theproductivitypro.com/s_outlook-virtual-training-products.htm.

Since 1992, Laura Stack has presented keynotes and seminars that help leaders, teams, and individuals achieve Maximum Result in Minimum Time®. As the President of The Productivity Pro®, Inc., she has implemented productivity-improvement programs at companies such as Wal-Mart, Cisco Systems, and Bank of America, as well as government agencies and national associations. She is the bestselling author of four books and has been a spokesperson for Microsoft, 3M, Xerox, and Office Depot. Laura is the 2011-2012 president of the National Speakers Association and the creator of The Productivity Pro® planner by Day-Timer. To have Laura speak at your next event, visit www.TheProductivityPro.com.

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.

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. 

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

Have you ever taken an honest look at how you are perceived around the office?  Your behavior, attitude, and reputation play a huge role in how you interact with coworkers and subordinates.  Others may listen to you because of your job title, but if that’s the only reason, you have a serious problem on your hands.

I’m not talking about superficial issues like dressing well or keeping a tidy office.  It goes deeper than that—to your attitude towards work and your attitude towards personal productivity.

Do you have a reputation of exceptional organization, follow-up, and time management? 

Or do people dread sending you an e-mail, because they know there’s a slim chance that they’ll ever hear back?

Is your desk a black hole, where papers and requests go in, but never come out? 

Does it take you thirty minutes to find something that you would expect someone else to find in thirty seconds?

The bottom line is that to be an effective leader and coworker, you need to be a good role model that others will choose to emulate.  Your employees and coworkers might pay attention to what you say, but they’ll ALWAYS pay attention to what you do.  You’re a role model—good or bad—through your image.

Take a personal inventory of how others see you in the workplace.  Your goal is to identify—and correct—your own personal productivity demons.  Need help getting started?  Begin by asking yourself these questions:

Are you the bottleneck?  The only thing worse than the person at the office who seems to do nothing is the person who tries to do everything. 

Say it with me folks, “I can’t do it all.”

The sooner you come to terms with that troublesome fact, the better off you’ll be.  In pursuit of being the undisputed office superstar, you may in fact be buried.  The more you try to do everything, the less able you are to do anything.

Sure, the business world can be demanding, but nine times out of ten, helplessly buried office workers put themselves in the overworked situation they’re in.  As a leader (and as a human being) you need to understand how to prioritize, which means understanding how to say “no.”

If you constantly accept additional responsibilities, without being able to keep up with what you’ve already committed, you will eventually be unable to devote proper attention to any one of your many duties. 

If you think that being overextended and perpetually frazzled sounds bad, imagine reporting to someone in that situation.  Being spread too thin generally leads to missed deadlines, poor response times, and a constant source of unnecessary stress.

Do your subordinates, coworkers—and yourself—a favor.  Keep your priorities focused and your schedule realistic.  You need to be able to work as hard for your people as they do for you.

If it takes you days to respond to a voicemail or weeks to review a proposal, you aren’t setting others up for success.  Don’t be the bottleneck!

Do you micromanage?  You have a staff at your disposal…so why are you still doing everything yourself?  The best thing you can do as a manager is to put people in place whom you can trust—and then trust them.

Always remember, however, that your way isn’t the only way and that sometimes “good enough” is, well, good enough.  Does that mean that you keep slack standards and let people get away with sub-par work?  Of course not!  It just means that you pick your battles and allow your team to do their jobs without having to constantly worry about your “helpful” interventions.

There will always be some things that absolutely need to be done a certain way and kept to a certain standard.  These are the tasks and priorities that you should keep a close watch on to ensure that they are completed properly. 

But what about the others?  Just ask yourself what would happen if a given task was completed adequately, instead of perfectly.  Or if a project was done correctly, although perhaps not in exactly the same way you would go about it if you were to do it yourself.  Most of the time, you’ll find that it really isn’t that big a deal.  In these cases, it is important to step back, let go, and focus your energies on more important initiatives. 

Is your schedule realistic?  Take a look at your schedule for this week.  Are you booked solid, running from one meeting to the next all day every day?

If you’re overbooked, not only will you leave yourself no time to accomplish important, high-priority tasks, you’ll also make yourself unavailable to your team.  It doesn’t do any good if a project is completed on deadline if it takes three days for you to have a moment to take a look at it.

Besides, what does it say about the value of your time if you are booking yourself silly day in and day out?  By accepting every invitation you receive, you are letting others control you time and determine your priorities.  That isn’t what leadership is about!

Don’t attend any meeting where the organizer can’t clearly articulate the objective.  And make sure that when you do attend a meeting, others understand why you are there and know what they can expect in terms of your involvement.  If you regularly find yourself in meetings “just in case” you’re needed, you aren’t placing much of a premium on your time. 

What are your other productivity demons?  Everyone has their downfalls, and the ones discussed above are just a starting point.  Take a good, hard look at yourself and come up with a fair assessment of the impression you give others at the office.  This is no time to tell little white lies or shy away from the truth.  The only way to fix the problem is to tackle the issue head on.

Whatever your demons are—too much socializing, excessive email surfing, time management problems, over scheduling your time, responding slowly to e-mail, dealing with personal issues on work hours, or procrastination—identify them and then work to put them to rest.

That’s the beauty of it.  You really can fix many of these problems right away.  If you’re honest with yourself, you know the right things to do.  You just need to listen to that nagging voice in the back of your mind and make it happen.

Make it a productive day! ™
© 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. 

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