Archive for the ‘Time and Task Management’ Category

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?

Doing Things in the Right Time

Wednesday, May 26th, 2010

I’ve been discovering some things about myself and timing of tasks lately, and I thought I’d share.

I thought it didn’t matter what time of the day I wrote. Turns out I was wrong. I’ve been struggling a bit with the rework of Face to Facebook. I’ve been doing other tasks in the morning and saving work on the book until later in the afternoon. Mistake!

Yesterday, I switched my scheduling and worked on the book in the morning. Wow! What a difference that made. What had been hard in the afternoon was almost effortless in the morning. Lesson learned. No more writing in the afternoon. Well, except for fiction. So far that works any time of day.

Checking social media used to be something I did in the morning. I still do, but less now. It’s a perfect late afternoon task. I can read and absorb blog posts just fine late in the day when I’m not up for creative tasks.

Same with catching up on email. It seems I can focus better on that when I’m feeling less creative. Although yesterday I needed to write a fun and creative email introduction. I made sure to do that earlier in the day.

What about networking? I’m still blessed in that I can be productive at networking meetings any time of day. But I know people who can’t do mornings or are just much better in the evening. If there’s a time of day you’re more effective networking, go for it. Spend more of your time interacting when you’re at your best. There may occasionally be a great event at your less effective time of day, and you’ll probably want to go to it. But try to schedule thing when you’ll be more sharp.

Finally, client and one to one meetings? I’m okay with those morning and afternoon. Much after 4:00, though, and I start to lose focus one on one. Good thing I don’t have many people wanting to meet at those times.

I challenge you to look at your regular tasks and events. Is something giving you trouble? Try it at a different time of day and see if it makes a difference.

Wouldn’t it be great to get more done in the same amount of time? You can if you schedule things appropriately.

Anyone else have a good story to share about switching around the timing of a task?

Review: Your Twitter Karma

Tuesday, May 25th, 2010

I read a good review of Your Twitter Karma at @bloggingbistro‘s blog, but I had a few things to add.

Briefly, if you’re too lazy to go read her review, Your Twitter Karma is a web app to manage your Twitter followers. Like Friend or Follow, it shows your mutual friends, who is following that you aren’t following back, and the reverse.

What Your Twitter Karma does that’s extra is give you filtering and sorting options, and in some cases, a button to follow or unfollow, right from their website. Yes, that means you don’t have to click back to a Twitter page to start or stop following someone. Which is a great time saver when reviewing and managing your Twitterati.

However, there is a limitation. You can follow anyone who is following you and you’re not following back. You can unfollow anyone who isn’t following you back. But to unfollow mutual friends, you have to click through to their Twitter page.

Why would you want to unfollow anyone who is following you back? I cleaned up a lot of my following this weekend, and I deleted people in these two categories:

1. Spammers and shameless self-promoters.

A few months ago, I experimented with following back anyone who followed me. Which meant I ended up with a lot of spam in my stream. Mostly gone now.

2. People who haven’t tweeted in more than 60 days.

Granted, they were neither helping nor hurting but since they weren’t active, it neither hurt nor helped me to unfollow them.

I eliminate about 10% of my following number that way, and it felt good.

I’d had “clean up twitter followers and lists” on my To-Do list for almost a month now. Going through my list through Twitter.com had been so time consuming that I hadn’t ever finished the task.

Your Twitter Karma allowed me to do it in about two hours. I estimate it would have taken me at least twice that without it.

You know I’m all about saving time. If you haven’t tried them yet, check it out.

Update: Well, someone keeps track of when they are mentioned. Dossy, the developer of Your Twitter Karma, read my review and added an Unfollow button to mutual followers. Awesome! Thanks. You just made a good tool even better.

Working On the Go

Wednesday, May 19th, 2010

Time management is tough. Believe me, I know. As business owners, we have a lot of demands on our time and not enough hours in the day.

As a result, I hate to waste any time, especially time when I’m out of the house. So I make sure I always have something to do. If someone is running late for an appointment, I don’t fret about the time I spend waiting because I’ve got something productive to do.

What kind of work can you do on the go?

Email is the obvious one. If you have a smart phone, netbook or iPad, you can check your email almost anywhere. It’s possible to burn through a lot of messages in a short period of time if that’s all you’re focused on.

Are you working on a writing project? Again, a netbook or smartphone can keep you writing on the go. I do all my content creation in Evernote. It doesn’t matter where I am. I can always pull out my iPhone and write something. What I work on is automatically backed up, so when I get back to my computer, I can seamlessly pick up where I left off.

What about all those books you intend to read? Have one with you at all times. Then when you have a few minutes between appointments, you can catch up on your reading. I do set reading boundaries. Because almost all of my reading is on my iPhone, I always have both fiction and non-fiction with me. I use my time during working hours to keep up with non-fiction, and I leave the fiction for off hours.

Maybe you’re editing something? You can either print it out and work on it by hand or bring it with you electronically. You can do the same with forms or other paperwork you need to complete. Keep a sample with you at all times.

Those are my suggestions. Anyone else have their on-the-go working ideas to share? Talk about them in the comments. Looking forward to learning more tips.

Make Time for Networking: How Much Time?

Tuesday, April 27th, 2010

One of the questions I get all the time is “How much time should I spend networking?”

It’s a good question, and unfortunately the real answer is “it depends.” It depends on where you are in your business. If you are new to business or networking, you’re going to spend more time at it than when you are established. But even established business owners need to spend some time networking.

My rule of thumb is one to two events a week and the same number of one on one meetings. You also need to allocate some time for follow up. I recommend 30 minutes per two hours of meetings.

Let me break those down a bit.

1. One to two networking meetings a week

That sounds like a lot of time, but you can control your time by attending morning and evening events. That way you retain most of your daytime hours for clients. I am not a fan of lunch meetings. With travel time, a typical lunch meeting can take 2 1/2 to 3 hours out of your day. Morning and evening meetings are more time effective. If you are going to attend a lunch meeting, make certain it’s advancing your goals.

2. One to two one on one meetings a week

These don’t always have to be in person. Meeting with new contacts in person is ideal, but once you have a relationship, you can maintain the relationship with phone meetings. I had a good one yesterday. A contact called me to work out if someone was a good referral for me. Turns out it wasn’t, but it was a good phone meeting and will make him more able to refer me in the future.

One on one meetings will dictate the number of networking meetings you need to attend. If your calendar is filled up with one on one meetings, then you can back off your networking meetings for a week or two. No use meeting more new people until you can schedule time to sit down with them.

3. Follow up time

I recommend 30 minutes of follow up time for every two hours of meetings. After networking events, that follow up time is for scheduling one on one meetings or perhaps making connections between people. After one on one meetings, that follow up time is almost always going to be for making or following up on referrals.

This 30 minutes is vital to your success. I know people who attend lots of meetings, sit down for lots of one on one meetings and the fall apart here. If you’re not following up, you are missing out on potential business and not meeting commitments. Both of those affect your reputation and your bottom line.

Does this help? Yes, it’s a lot of time. But good networking is an investment. If you spend the time to build and maintain a good network, you’ll spend less time overall prospecting and wasting time on sales calls with people who aren’t really interested in your products or services.

Make Time For Networking: Know Your Tasks

Monday, April 26th, 2010

Having a good task and project management system in place is essential for being an effective networker and making time to network and get work done.

In my post on setting boundaries, I talk about having a system for your tasks will make it easier to say no. If you know what you’ve committed to, how much time it will take and your priorities, you’ll be less likely to take on more than you can handle.

So what does a good task management system look like? I use David Allen’s GTD system (and I reviewed Getting Things Done last year). You don’t have to use his system, but he has some excellent points.

One of the biggest is organizing tasks into projects. Many people write down general things on their to-do list (like Create an Estate Plan). That’s not a task, it’s a project made up of sub-tasks. Something that vague will never get done. It’s too big and intimidating. But breaking it down into sub-tasks (like “find an attorney” and “schedule an appointment”) are less-threatening. They are clear and obvious and more likely to get done.

But more important than organizing your tasks is having them with you at all times. I highly recommend that your task management system be portable. Task managers on your computer are fine, but unless you carry your computer with you everywhere, there will be times you don’t have it with you. You need to be able to capture ideas and tasks immediately. Little pieces of paper are one way to do it, but then you have to enter them later in your system. And little pieces of paper tend to get get lost. Using a service like Jott can work well. You can speak your ideas, have them transcribed and then emailed. When you’re back to your computer, you can enter them into your computer system.

It won’t come as a surprise, though, that I recommend using your smart phone as a way to capture tasks. My phone is always with me, so I can enter things as soon as I think of them.

I could write an entire post on handling email, but right now I’ll just say that a number of your tasks probably come in through email. Your Inbox is not a task management system. Capture tasks from email and then file the email as a reference.

Once you’ve got your tasks written down, don’t overbook yourself on a particular day. If you think you have 4 hours to work, schedule yourself 2 1/2 hours worth of tasks. That gives you extra time in case you are interrupted or something takes longer than you anticipated.

Looking at your tasks this way will keep you focused. You won’t get stuck scrambling at the last minute to do something you forgot until something reminded you. If you are in control of your tasks, you’ll know how much time and when you can network.

Finally, use your tasks as the reason to keep your boundaries firm. Now that you know everything you need to do and how long it will take, when someone calls to ask you to do something, don’t automatically say “yes.” Look at your tasks. Look at your time. Make a reasonable decision about taking on one more task.

And use any extra time to go out and meet more people!

Make Time for Networking: Setting Boundaries

Thursday, April 22nd, 2010

The good part of networking is that you meet a lot of new people.

The bad part of networking is that you meet a lot of new people.

The more people you know, the more people you have to contact you, interrupt you, ask for favors, etc. And it’s quite possible to spend your entire day dealing with people and getting nothing done for your own business.

While giving is a vital part of networking, being able to say “no” is an excellent skill to learn. Obviously, there is a balance here. Many people fall too far on one side or another, either too giving or not giving enough.

So how do you decide on a balance and set reasonable boundaries? Having clear ideas of what you need to accomplish is a first step. I’ll talk in another post about creating a good project and task management system. When you know you have tasks and solid commitments, it’s a lot easier to say “no” or “yes, but not now” when someone calls or emails you.

Decide on your preferred method of contact and communicate it to everyone in your network. I set the expectation with someone at the beginning of a relationship by saying email is the best way to get in contact with me. Will I take phone calls? Of course, but most people try email (or a quick text) first. That allows me to look at what I’m doing now and decide if I can respond right away or need to set a future time.

Some people can turn a simple request/question into an hour long conversation. With those people, set the expectation up front. “I have only a few minutes right now” or “I can meet you for 45 minutes, but then I’ll have to leave.” Most people will respect those boundaries and get to the point a lot quicker. If someone regularly tramples those requests, you might want to consider easing that person out of your life or business.

Don’t be too easy to get in contact with. That may sound counter to everything I teach about networking, but I say it for a reason. Busy people are usually busy for a reason, often because they are successful. And they are often a bit hard to get in contact with. Act like a busy person, even if you aren’t yet. Set the pattern now so your network isn’t surprised and offended when you really do make it.

What do I mean by being a bit hard to get?

Turn off your phone for an hour or so each day. It will give you an uninterrupted period of time to be productive. (My phone is off right now, as I write this.) If you don’t pick up the phone every time it rings, people won’t expect you to be available 24/7.

Mobile email is a great productivity tool. And a fantastic way to get in trouble. I have a client who is looking forward to getting his first smart phone. He told me he wanted to be able to impress his clients by how fast he could respond to emails. I cautioned him to think about the expectation he’ll be setting. If he’s not careful, he’ll become a slave to his email. So don’t always respond immediately.

Those are just a few examples of boundaries. They are a vital time management tool. Develop them and enforce them. Ease away from people who routinely trample them.

You’ll have more time for networking and your business. And you’ll have more time and energy to help if you aren’t burned out by constant interruptions.

Anyone else have a good boundary you’ve set and how it worked for you?

How Not to Waste Time With a One on One Meeting

Thursday, April 8th, 2010

A client yesterday complained at some length about a meeting he had the day before which turned out to be a complete waste of his time. The more I heard, the more mistakes I uncovered. Let me discuss them so you don’t make them and waste your time.

Briefly, the story of the meeting. My client had met the other person at a networking event and promptly forgot her. A few weeks later she called him out of the blue, and he agreed to the meeting. When he got to her office, she proceeded to give him a scripted sales presentation about her services. Experienced networkers will not be surprised to learn that she is a brand new insurance salesperson.

How many mistakes did you recognize in the story? Let’s go through them and see if you saw them all.

1. He agreed to a meeting without an agenda

His biggest mistake might not have been obvious from the story. I had to ask a few questions to uncover it. He agreed to a meeting without a clear idea of the agenda. Never agree to a meeting without knowing why you are there.

He could have asked a few more questions and perhaps uncovered her real goal. Whenever I propose a meeting, I am clear with an objective, which I communicate to the other person. Once in a while, someone requests a meeting with me and isn’t clear. At that point, I have two choices. I don’t agree to the meeting, or I agree with the goal of indulging my curiosity. I’ve been able to turn those meetings into prospecting opportunities, but my business allows that. His does not.

Bottom line. Unless you have time to waste, don’t agree to a meeting without a clear, mutually agreed upon agenda. If the meeting then goes in an undesirable direction, you have a legitimate reason to end it.

2. He met with someone he didn’t remember meeting

You won’t remember everyone you meet. That’s okay. If someone you don’t remember contacts you, ask some questions. Get context. That will lead into the conversation about the purpose of the meeting.

3. He met her at her office

I avoid this one whenever I can. Unless a tour of their facilities is a requirement for referring someone, hold an initial meeting in a neutral location. Meeting someone in their office puts you in the prospect role. Once you know someone, no problem.

It’s also easier to get away from a neutral location if the meeting goes badly.

4. He drove a long way to the meeting, in lousy traffic

This just made it more of a time waster. If I want to meet someone badly, I will travel out of my way. If I’m not sure of someone, I make her come to my part of town, or at least meet halfway.

5. There were no boundaries on the length of the meeting and no escape plan

I don’t always make these. Usually, I am willing to let a meeting take as long as it needs. But I sometimes set the expectation for the length of the meeting, and I always have an escape plan or some strategy for cutting short a meeting that is wasting my time.

Put these simple elements in place, and you’ll waste a lot less time in meetings. Anyone else have other strategies to share? Or horror stories?

Tomorrow, I’m going to talk about the right way to set up a meeting with a potential prospect who may not yet know he needs you. And how to do it so everyone gets value from the meeting.

Social Media Time Schedule

Tuesday, April 6th, 2010

I get asked all the time, “What is your schedule for checking in with social media?” I guess if enough of you are interested, it’s worth me writing about.

My typical day looks something like this:

1. Wake up and pummel brain into activity with reading light fiction (works better for me than coffee)

2. Read blogs in Google Reader and check Twitter (if I have time)

3. Write blog post for the day (and maybe tomorrow if the next day looks particularly crowded). I check my @1to1Discovery mentions at this time and respond if needed. Some days, this is my only Twitter check-in.

4. Head off to a meeting (client or one to one)

5. Eat lunch (preferably at home) and catch up on Twitter or blogs

6. Race off to afternoon meetings.

7. Exercise after meetings and before any evening networking events

8. If there’s no evening event, touch social media again, this time mostly fun stuff. It’s important to catch up on the latest Doctor Who news and fanfiction.

I do try to get to meetings early and check Twitter on my iPhone. In 15 minutes, I can catch up on the important stuff.

Since social media is part of what I do for a living, I probably spend more time on it than many. And even I’m not on it all day.

By the way, you’ll notice I didn’t mention Facebook. I do check Facebook, but it comes in through Tweetdeck with my Twitter stream, so I don’t always think of them as separate.

I do try to space out my social media activity, but if you follow me on Twitter, you’ve probably noticed I tend to tweet in bursts. That’s because I’m on in bursts. I’ve started to use Hootsuite to schedule some of my tweets, especially ones that aren’t time sensitive. But I never delay retweets. Those go out as I see ‘em.

One thing that helps me from spending too much time is to check social media between other appointments. If I know I have only 15 minutes, I’m a lot more efficient than if I have two hours in front of me.

I hope this was helpful. Social media is an effective way to grow your business. And you can engage in the media without it becoming a second life.

Anyone else have good tips to share?