Archive for the ‘Time and Task Management’ Category

Managing Email-Keeping It Under Control

Friday, October 21st, 2011

In my last post, I talked about how to get your email Inbox to 0, which is the first step in taking control of your email. Hopefully you’ve followed my advice (or made a good stab at it), and now you’re ready to move on to keeping it that way.

But first, let me ask. How did you feel when you got your Inbox down to 0 emails? Good? Anxious? Invigorated? I hope your reaction was positive, because if you liked it, you’re more likely to keep it that way. I like looking at an empty Inbox. It makes me feel like I’m on top of things.

So how do you keep it that way? Well, first understand that it’s an ongoing process. Often, you’ll clear your Inbox and a few seconds later, a new email pops in. That’s okay. It’s much easier to deal with them as they come in than letting them pile up.

Before you can truly master your email, you need all your messages in one place. If you use a program like Outlook, make sure it’s gathering up all your accounts. If you’re like me and despise Outlook, you can use Gmail, which can be set to import all your email accounts. Having them all in one place is a huge time saver, especially if you have many webmail accounts, like I do.

Once you’ve got them all in one place, use a similar strategy to what you used to get it to 0 in the first place. When you open your Inbox, categorize your emails as follows.

Take action on quick emails right away

If an email will take 5 minutes or less to handle, answer it and either delete or file. Don’t let it sit there.

Create To-Do items for emails that will take longer

Unless you have time to deal with the more time-consuming messages right now, make a note and file the email in your Action folder. This way you won’t worry about forgetting about it. Once it’s on your To-Do list and out of your Inbox, it stops weighing you down.

Obviously, you’ll have to take action on it, and the other items on your To-Do list, but that’s true whether you’re handling email well or not. If your To-Do list is out of control, read David Allen’s excellent Getting Things Done. You’ll notice that I’ve adapted his email system for these posts.

Delete the rest. Or even better, filter them

Filters are my friend. When an email comes in that is junk, I don’t just delete it. I set a filter to automatically route the email to my Deleted Items folder. I get up to 50 emails a day that I never see (I just checked and did a quick count.) That saves me so much time. Sure, it takes me a moment to set the filter the first time, but then all emails from that sender are automatically deleted.

I prefer this to unsubscribing. For example, I’m on several Daily Deal lists. Right now, I’m cutting back on eating out, so I don’t want to be tempted. When my weight is back where I want it, I might be interested again, so I can just remove the filter and go back to seeing tempting cupcakes in my Inbox.

Filtering keeps the amount of junk way down, which allows you to focus on what needs your attention.

I generally delete and filter first when I open my Inbox. Let’s say I have 20 emails. After deleting and filtering, I’m probably down to 6 or 7 that need action. Most of those are quick “Sure, that’s fine” emails, leaving me with only one or two that need more time.

Setting aside two or three blocks of time each day allows me to keep on top of it and routinely get my Inbox down to 0 (which is where it is at the time of this writing).

Sound good? Go ahead and try it for yourself!

Managing Email-Getting Your Inbox to Zero

Wednesday, October 19th, 2011

Do you hate to open your email in the morning? Do you cringe at the thought of how many messages (both read and unread) are there? Would you rather get a root canal than answer one more email?

If you answered “Yes” to any of those, you aren’t alone. But it’s possible to be a good business person and not hate your email.

As I am writing this, my Inbox count is 0, and it’s the middle of the afternoon. I don’t hate my email. I’ve learned to make it work for me, and you can too.

The problem is that lots of people use email as a “reminder” tool. The theory is that if it’s in your Inbox, you’ll be reminded to take action. But that system breaks down as soon as you have more than 10-20 email “reminders” sitting there. We just can’t keep track of that much information, so we ignore most of it. I’m speaking from experience here. I used to do the same thing.

So what can you do?

First, get your Inbox down to 0 as soon as possible. Once you’ve got it down to 0 messages, you can start managing it.

“But, Juli!” you say. “I’ve got over 1000 message there. How do I get it down to 0?”

One message at a time. It might take you a few days (or a few weeks), but you can pare it back. Make a goal each day to have fewer emails at the end of the day than you did at the start, and you’ll get there.

Start with the junk

The odds are that most of the emails in your Inbox are junk. Delete them. Be ruthless. Email newsletters. Offers for the latest cool tech toy. Blog posts someone else thought you might enjoy. Everything like that. Delete them, right now.

If you absolutely think a message might be useful later, okay. File it. But get it out of your Inbox now.

The Old Stuff

If you have a lot of emails cluttering your Inbox, odds are most of them are ancient. Or at least old. Decide on a reasonable cut-off date and get rid of them.

“But, Juli! What if there’s a critical client communication in there?”

So what if there is? You haven’t acted on it before now. Odds are it’s too late anyway. Get rid of it!

Everything Else

Now you should have a reasonable number of messages to take action on. Go through them one by one. If answering it will take less than 5 minutes, do it now. If it will take longer than 5 minutes, add it to your To-Do list and file the message. I suggest having an “Action” folder for those messages. I create the To-Do and then keep the email in my Action folder for reference when I’m ready to, well, take action on it.

If you don’t need to take action on an email, either file it or delete it.

This may be a painful process. You’ll find stuff you’ve forgotten to do. You’ll find messages from friends and family members you wish you’d responded to, but trust me, it’s better to do this and get rid of the weight of all those messages. You’ll be more productive in the future.

What do you do once you get your Inbox to 0 for the first time? Tune in Friday where I give you some suggestions to stay at or near 0 forever!

Amazingness That Is Gmail

Wednesday, June 8th, 2011

Is “amazingness” a word? It is now.

Anyway, you all probably know this, but just in case, I wanted to write about using Gmail to keep all your email accounts in one place.

I have six email accounts right now, four for work and two that are strictly personal. Because I hate Outlook, I’ve been looking for a way to aggregate all my work accounts in one place. None of the free email clients I’ve tried will allow me to send emails from more than one account. Since I use all four accounts for different purposes, I need the ability to send from each of them. My “solution” up until now has been to check four different webmail accounts. Yuck!

I was complaining about this at a networking event, and someone said, “Why don’t you use Gmail?”

I have a Gmail account, but I hadn’t realized you could send and receive from multiple accounts through Gmail. I figured out how to do it, and for the last week, I’ve been using Gmail for all my business accounts. I’m loving it!

Since you can set it up to automatically reply using the account the email was received by, it’s transparent to your recipient. Of course, you can filter and sort in a number of different ways, and you can set it to delete the emails from the original server. Except to check my SPAM folders a couple of times a week, I never have to log in to the various webmail sites again.

One caveat. Your non-Gmail accounts must have POP3 capability. That means I can use it for one of my Yahoo accounts (which is at the premium level), but I can’t use it for the other two. Since they are strictly personal and low-traffic, I just check them on my phone.

The aggregation made checking email on my Nook Color while I was out of town very easy. My Nook Color is more and more acting like a tablet. Look for an updated review on it in a couple of days.

Truly effective from a time management principle. Glad I finally learned about it. If you are still checking multiple email accounts, give it a try.

Social Media Time Management

Wednesday, January 19th, 2011

People frequently ask me, “How much time do you spend on social media?”

It’s a fair question, but I’m not the best person to ask. Social media is part of what I do for my business, so I spend more time on it than the average business owner.

That said, I spend two hours or more each day on social media. But before you have heart failure, remember that I’m a blogger. We spend more time than average because we have to write our posts, and we probably read more blogs than non-bloggers.

So how do I do it? And what can you learn from me to help you?

Simple. It’s all in the tools and time management.

I don’t keep up with social media in one or two long blocks of time. I spread it out over the day with short blocks of time that fit between meetings or larger tasks.

For example, in the morning, I check Twitter and catch up on blog posts. Mostly, I do that from my phone, sometimes before I’ve even gotten out of bed. Very luxurious, I tell you.

I do most of my Twitter and Facebook interaction from my phone because I can be anywhere. Waiting on a meeting, waiting on a phone call, as a short break to clear my mind. Sometimes, like today, while I’m eating lunch.

If you follow me on Twitter, you might think I’m on it all day. But I’m not. I use scheduling on Hootsuite for iPhone to space out my tweets. That means I can do a 20 minute session and have tweets and RTs going out for the next couple of hours.

Twitter recently added a new feature, which has been great. Whenever I receive a Twitter @Mention, I get a text to my phone. So I can reply to those as they happen instead of a couple of times a day.

See why I love my smart phone so much?

What about blogging? I write each post the day before. Then in the morning, I just need to do a quick edit and publish. Again, I use Hootsuite to schedule the tweets about my blog. 7:00 AM isn’t a big time for US Twitter people, so I’d rather have the tweet go out in the late morning. Scheduling makes that happen. It also means I’m never sitting in the morning, staring at a blank screen, thinking, “What to write about today?”

As for reading blogs, I use Google Reader mostly. All the blogs I’m subscribed to all in one place. If I have a few minutes, I go to my Google Reader page and see what’s new. I also use an iPhone app, Byline, to check blogs on my phone.

So it’s all about using good tools and finding those few minutes a day when you can dip in, read some stuff and then get back out and on with your next task or meeting.

Anyone else want to share how they time manage social media?

Task Management Idea

Wednesday, January 12th, 2011

Shame on me! I realized it’s been months since I posted on time or task management. Sounds like I need a better system, doesn’t it?

Well, as it happens, I am trying a slightly new task management system this year, and I thought I’d share.

I’m basically working three jobs this year: 1 to 1 Discovery, writing/publishing and volunteering for Homeward Deployed. It would be easy for me to spend my time disproportionately, and all of them are important. My coach challenged me to come up with a way to keep track of all them, and I can’t stand not responding to one of her challenges.

So I started this system last week, and so far it’s working well.

Each morning I spend a few minutes looking over my day. I’m still using Pocket Informant as my calendar and task management app. I see how much time I have devoted to meetings and how much time I have left over for other things.

Then I look at the tasks I (sometimes optimistically) have due that day. I prioritize them, and reschedule ones that don’t make the cut that day.

My final check is that I’m representing at least two of my “jobs” each day. If I can fit in all three of them, great, but some days that’s just not realistic.

Planning done, I go about my day, keeping track of which tasks I’ve accomplished.

At the end of the day, I’ve scheduled another few minutes. That’s when I go back and look at what I did. I created a template for an “All Day Event” where I can track what I did for my three areas of focus. I write down exactly what I did to advance the three big goals I’m working toward right now. Mostly, it’s just cutting and pasting completed Tasks, but it’s a way to hold myself accountable.

For you visual people, here’s what that daily event looks like.

As you can see, I did pretty well on the writing goal that day!

On Friday, I go back and look at each of those events and make certain each goal was advanced.

On Monday, I add another extra step. I look at all my Projects (ala Getting Things Done) and make sure I have a task assigned to each of them.

It doesn’t take much time. The daily planning and reflection takes less than 15 minutes. The recap and planning on Friday and Monday take about 30-45 minutes total. But spending those couple of hours each week is making me more productive by ensuring I’m working on exactly what needs to be done.

Working When You Don’t Feel Like It

Wednesday, July 28th, 2010

Yesterday, I didn’t want to work. I felt sort of blah all day. But I still got stuff done, and I had a productive day.

Does this happen to you? I’m sure it does. Part of being a small business owner is having to find the self-motivation to work when we don’t feel like it. Without a boss checking to see if we’re playing Solitaire on our computer, it’s easy to fritter a whole day away.

How to manage the problem? I recommend having “Rainy Day” items in your action list. These are things that need to be done but don’t take a lot of creativity. Cleaning up my Twitter followers is a good example. Doesn’t take much brain power, and it’s something I hate to do when I’m at my best, but it’s perfect for “brain dead” days.

I also worked on editing and rewriting my urban fantasy story. It did require creativity, but it was also fun and didn’t feel too much like work.

What kinds of (productive) things do you do when you don’t feel like working?

Review: Byline for iPhone

Friday, July 16th, 2010

My regular readers know I am big on aggregating content and taking it with me on the go.

I use Google Reader to manage all my blogs, and the mobile version of Google Reader is okay for reading blogs on my phone, but it didn’t really do it for me. I like being able to load content and access it even if I’m not connected (like on the Metro).

I’d read review of several RSS reader programs for the iPhone, and none of them excited me until I found Byline.

I’m using the free ad-supported version, and I don’t find the ads intrusive at all. Here’s a screen shot of the preview page. The ad at the top isn’t intrusive. There is one ad per 10 items, so in this shot, I have 9 items and only one ad.

What is really nice about Byline is that it caches longer articles for later reading. See the little blue arrow at the right of an article? That indicated cached content.

Open the abstract version of the article to see if you want to read more.

If you do, tap the arrow in the upper right corner, and it takes you to the expanded version of the article.

Caching can be done over WiFi for those who downgraded their iPhone data plan and no longer have unlimited data.

My usual procedure now is to sync Byline before I leave the house and catch up on blog posts throughout the day. A good use of time and technology, in my opinion.

Anyone else have a mobile RSS reader to rave about? I’m always willing to try a new iPhone app.

Updated: When I Blog

Wednesday, July 14th, 2010

Last month, I wrote a post on when I write my blog posts. Ironically, that post was obsolete the day after I posted it. Because that’s when I decided to change my writing schedule.

I can write blog posts anytime. I can only work on my book in the morning. So I was using my time inefficiently. I’ve been working on my new schedule for about a month now, and I’ve decided it works. Hopefully, I won’t change it again the day after I post this.

Having a number of posts in the can still doesn’t work for me. I need the sense of urgency to write every day. One or two written in advance works well, but I don’t keep consistent if I have more than that.

What has changed is when I do my daily writing. Previously, I wrote each day’s post that morning. What I do now is write a tomorrow’s post in the late morning or afternoon, depending on the rest of my schedule.

As soon as I get up, I review, publish and schedule my tweets about the post. That is always done before 9:00. Then later in the day, I find/make time to write the next post. Rinse and repeat the next day.

This preserves my morning creative time for my book while still getting my blog post written. I still do most of my blog writing on my phone, using Evernote. When I get back in the evening, I sync Evernote, and I’m ready to cut and paste into WordPress.

I used to write in WordPress for iPhone, but I’ve started using Evernote instead. WordPress for iPhone gave me some problems, and Evernote is more stable.

Moral of this post? Just because something has been working for you, don’t hesitate to change it when it stops working.

Anyone else want to share when you write your posts? Or something that used to work but doesn’t now?

Why I’m Not a Fan of Regulated Email checking

Wednesday, June 23rd, 2010

I read a lot of advice on time management and am always looking for good ideas for my clients.

Something I’m not a fan of is advice to check email at specified times. Generally the suggestion is to check two or three times a day and discipline yourself to not check in between.

If you’ve read anything by me, you know I’m not big on one size fits all advice, and this one strikes me that way. I agree that many people waste time with email or feel that it controls them. So having a system to address the problem is good. But I think the advice to check a limited number of times a day puts the cart before the horse. First, you have to understand your issue with email and your needs with email.

Do you check email throughout the day as a way to avoid working? Or are you overwhelmed by the sheer amount you receive in a day?

Are you in a fast-paced business where quick response to email is key to your success? Or do you work in an office where up-to-the-minute response is not expected or required?

See my point? Each of the above situations indicate a slightly different response to email. The fast-paced business person who only checks and responds twice a day might miss opportunities.

The person who uses it as a distraction may have an underlying problem that goes beyond email. Like burned out on the job. Restricting access to email won’t address that.

Being in control of email and not letting it control you is important. But first understand the problem. Then work to find a solution.

In case you were wondering, I check email throughout the day. Processing it in short bursts works better for me and fits my personality and my business needs better than two or three marathon sessions each day.

How do you manage your email? Share your ideas and tips in the comments.

Getting Things Done Update

Wednesday, June 2nd, 2010

I’ve blogged a few times on David Allen’s excellent Getting Things Done system. Recently I’ve made a few tweaks and had some successes, and I thought I’d share. Hopefully it will be a help for those of you having challenges with getting and staying organized.

Call me slow, but it took me a while to really get my head around getting my email Inbox to zero each day. I had a really bad habit of leaving actionable emails in my Inbox until I took action. Guess what? Since they didn’t hit my task management system, they never got done. Duh!

Now, at least once a day, I clear my entire Inbox. If an email needs to be filed, I file it (or send it to Evernote). If it’s something that needs to be acted on, I capture it in Action Lists, my iPhone GTD management system.

It’s nice to end my day with a clean Inbox. And things aren’t sitting, waiting for me to get to them. If you aren’t capturing emails in your task management system now, I highly recommend you start.

Now for the shameful admission. Yes, I sometimes fall off the GTD wagon. About six weeks ago, I was really off the wagon. And I wasn’t getting much done. I was making meetings, and my blog was getting updated, but lots of other things, including writing projects, just never seemed to get off the back burner.

A couple of weeks before my writing retreat, I decided enough was enough. I need to walk the talk I use with my clients, so I committed to touching Action Lists every day.

Guess what happened? Yep, I became a lot more productive and was getting more done in the same number of hours. Long-abandoned writing projects are advancing! Hmm. Work the same amount of time. Get more done. Kind of cool.

How do I stay on the wagon? Getting my emails in Action Lists was part of it. The other was tweaking how I use the GTD system. I like a daily to-do list. GTD advises against it, but it works for me. And not having it wasn’t. So every morning, I open Action Lists and see what’s in my Today screen (confusingly named Inbox-not to be confused with my email Inbox). Then I check my calendar and see how much time I have for tasks. Finally I go to my context or project lists and add things to my Inbox. At the end of the day, I make sure my Inbox is clear. If I couldn’t get to everything, I move tasks to another day.

I do check my projects throughout the day, just to be sure I’m not overlooking something. So I’m using a variant of the system, but as I tell people, it’s better to use a less-efficient system that you will use than the perfect system that is ignored. Maybe one day, I’ll be able to use it the “right” way. Until then, I’ll settle for being productive my own way.

One more “secret” to getting things done. I disconnect from phone, text, Twitter and email for at least an hour a day to give me time to really focus on certain creative tasks.

Check off “write tomorrow’s blog post.” Six more things on my list for today. :)

Anyone else have good tips to share for staying productive?