Chapter 4. Defining Personal Productivity on Your Own Terms

Personal productivity isn't magic. It's simply a matter of breaking some very bad work habits and substituting them with some very good productivity practices. And by good, I mean practices that you can actually live with rather than those that would be just great if only you somehow had the time, energy, and inclination to actually follow them.

This chapter surveys the best productivity practices that I've been able to identify in all my research into the personal productivity field (and as part of my experience training and consulting with business folks in companies big and small). As part of this review, I also give you some valuable pointers about how to start cultivating and implementing these great productivity practices into your workday and home life.

Finally, you get the opportunity to assess which of these great productivity practices you need and can actually begin using to get your workday under control and your professional and personal lives into better balance.

Making the Most of Every Moment

You've heard it a thousand times and probably said it yourself almost as many: "There just isn't enough time in the day to get everything done!" So what would you say if I were to tell you that on this one you're right on the money and quite correct? Like it or not, in all but a few situations, there really is not enough time in the average workday to get everything you're responsible for done!

The bad news then is that you'll never attain 100 percent efficiency and you'll never get everything your job calls for completed (not even after reading every word of this little masterpiece). The good news is that that this isn't your fault. Moreover, you can still be a lot more productive and satisfied at work and strike a better balance between work and your personal life despite this reality.

In other words, because you don't have all the time in the world, you have to make the most of the time that you do have. And to paraphrase productivity expert Sally McGhee, author of Take Back Your Life! (Microsoft Press), you don't have to worry about not being able to get everything done in a workday provided that you've taken the time to get the right things done.

And what the "right" things are on a given workday depend upon a number of somewhat volatile circumstances:

  • All the things assigned and delegated to you for which you are now responsible (the tasks at hand).

  • The objectives you've set for the day and how they fit into your weekly goals (the task list you've created).

  • Planned interruptions that occur within that workday (weekly team meetings, seminars, research, and so on).

  • The demands your personal obligations make on you while you're still at work (medical appointments, childcare arrangements, jury duty, and so on).

  • Sporadic, unexpected demands made on your time during the workday (unplanned interruptions and crises).

When you look over this list, I wonder if you, like me, get the definite feeling that a great deal of the control during a typical workday is not in your own hands and is, quite frankly, beyond your power to manage (with all apologies to Michael Linenberger, author of Total Workday Control, from New Academy Publishers).

Note

Keep in mind that it's precisely because you can control only so much of a typical workday that you want to be as organized and therefore as ready for anything as you can possibly be. By keeping your priorities straight and your work environment as accessible as possible, you're in much better shape to deal with all the inevitable interruptions, both personal and professional, that are bound to come your way.

Establishing your daily priorities

In case no one ever told you, a big part of personal productivity is making decisions. Perhaps nowhere is this truer than in the case of setting your daily and weekly work priorities.

Tip

Try this: When you first set foot in your office and are just settling in at your desk, instead of immediately launching into reading your e-mail, making telephone calls, or rifling through your paper inbox, take a few moments to prepare and plan for the day ahead. Begin by opening Outlook and reviewing your daily appointments, noting all the times that are still open. Then, review the things on your task list that you want to get done that day. Finally, make any changes that you deem necessary to your task list and/or calendar.

Because not all the tasks on your to-do list are of equal importance, after establishing which (if any) of the timeslots in your day are open, you need to prioritize them. In prioritizing all the tasks on your to-do list, you can apply a series of ranking criteria by considering the following questions:

  • Do you currently have all the information and supporting materials you need to complete the task? (You need to ask this question before all the others for reasons I get into momentarily.)

  • Does the task have an unmovable deadline, or has it been lingering on your to-do list for some time and has already been postponed one or more times and therefore is technically "overdue" in some sense?

  • Do you think you can complete the task in the timeslots you still have open on today's calendar?

  • Can you break up the task into smaller subtasks that you can complete using timeslots still open on today's calendar (even if they're nonsequential)?

  • Can you readily continue the task over to the next day if you don't have sufficient time to complete it today?

  • Do you need to complete the task before you can move on and complete other related tasks on your to-do list?

  • Do you need to complete the task before your co-workers or other team members can undertake related tasks on their to-do lists as part of the same project?

  • Is this the task you'd most like to remove from your to-do list?

When using these questions to prioritize the items on your to-do list, begin by first establishing whether or not you do have all the information and supporting materials you need to complete the task. If you do, you can then move on to considering other questions in the list.

If you find that don't have all the info and supporting materials you need, then you have to temporarily stop the prioritizing process so that you can note exactly what's missing and where you can get it. You can then later turn these notes into tasks for your to-do list by scheduling a timeslot for it after evaluating the other prominent tasks on your to-do list. (See Chapter 13 for steps on how to document your thoughts in the Outlook Notes module and then convert the notes you make into tasks on your to-do list.)

If you find that several tasks have the same deadline (as in ASAP or yesterday) or have lingered on your to-do list for some time, you can order them by determining how much time you think each will require to complete and then matching them with the timeslots still open on your daily calendar.

Note

When identifying all the timeslots still open on your daily calendar, count those hours you haven't already set aside for some sort of prearranged meeting, appointment, prescheduled task, or needed breaks and lunch. These hours constitute the blocks of time during your workday over which, barring unexpected interruptions, you have total control when it comes to deciding which task to work on.

If you find the open timeslots in your workday broken up into sporadic segments by preset meetings and appointments, you'll probably have to determine how you can split up the larger, high-priority task into smaller subtasks. These subtasks need to be ones that you can either complete within these shorter free timeslots or which are amenable to interruption, allowing you to fairly easily break off for a meeting or other appointment and then resume afterward.

On some rare workdays, you may find you aren't looking at any overdue tasks or tasks with specific deadlines. In that case, you then identify all tasks that are prerequisites for completing other tasks that reside either on your to-do list or which you have reassigned to one of your co-workers or team members.

If you don't find any tasks that are prerequisites of others, you then identify those you'd most like to check off your to-do list. These tasks may be ones that you have to deal with on a daily basis, such as reading and answering e-mail, or simply ones that you know you'll feel better after they're done.

Tip

Try to avoid scheduling the tasks you want to get done simply because you find them the easiest to do early in the day when you're fresh and are the most vibrant. Tasks you can almost do with your eyes closed or which really give your spirits a lift are best reserved for low-energy times closer to the end of the workday.

Appling some good old-fashioned 3D decision making

Getting your daily priorities straight is certainly an important contributor to the success of your workday.

When deciding how to proceed with a task on your to-do list that you've identified as high priority, you may want to apply the following 3D model:

  • Do it: Break the task down into a series of logical steps. If these steps seem to fit reasonably well within the open timeslots you've allotted the task, go ahead and complete them so you can finally get the task off of your to-do list.

  • Defer it: If, in breaking the task down into logical steps, you discover the steps are too numerous and/or too complex to complete in the timeslots you've allotted the task, reschedule the task and substitute another in its place.

  • Delegate it: If, in breaking the task down into logical steps, you discover you're not the best-qualified person to complete a number of its steps, entrust them to others on the team you deem better qualified. (Should you find that you're really not the best fit for the vast majority of steps, consider farming out the entire task to someone else better skilled to handle it.)

Anticipating interruptions

The biggest obstacles to keeping to any schedule that you come up with are all the interruptions that seem to spring up at the most inopportune moments in a typical workday. Such interruptions can be planned (a regularly scheduled team meeting, one-time seminar, or weekly training class), or they can be completely unexpected (a sudden office or home emergency, very important telephone call from a client, or high-priority e-mail message from the boss).

Note

The most important thing about an interruption isn't whether it's planned or unanticipated or even how long it lasts and therefore how much time it takes you away from the other high-priority tasks on your to-do list, but rather how seriously it disrupts the rest of your workday once it's over and done with. Therefore, the key to dealing effectively with interruptions is to take every opportunity to minimize their disruption in terms of the rest of your daily schedule.

When dealing with a planned interruption such as a slated meeting or seminar, you're at a decided advantage. You can almost always accommodate the upcoming disruption by purposely not taking on a task or subtask that you know you can't complete before its appointed time or that you can't easily put down and then readily resume after the break.

With an impromptu interruption, you have a lot less time to prepare your response to minimize the effects of the disruption. The best you can do is to quickly mark your place in the task and note down any information that may help you pick up where you leave off after the interruption is over.

To do this, take a moment or two to mark your place and note your comments before you turn your full attention to the new event at hand. In the case of telephone calls or surprise office visits, you can do this by politely asking the other person to give you a second before you're with them.

Tip

If you're working on printed matter, use a Post-it note to mark your place and make any comments that'll later help you get back on track. If you're working on an electronic document, do this by creating an Outlook note (see Chapter 13 for details). Also, be sure that you save your document the moment the interruption happens. This means you don't answer the phone or engage in conversation with the person visiting your office before you press the Ctrl+S (Save shortcut) to safeguard your work against the loss of any unsaved changes you made before you were interrupted.

Getting it all down in writing

As any personal productivity expert worth his salt will tell you, one of the more detrimental things to your personal productivity is trying to keep the stuff you have to do in your head. Trying to remember all the tasks, questions, good ideas, and inspirations that suddenly and randomly pop into your head is really taxing (no matter how good your memory is). All too often, it accomplishes little more than adding to your general stress level by making you apprehensive about forgetting something you know really needs to get done or something that's really indispensable to getting something done.

What you need to do instead is give your brain a rest. And the best way to do this is by developing the strict habit of noting every idea that seems like it bears remembering, the moment that idea pops into your head. This includes all tasks you realize you have to do (regardless of when they're due; by the end of the same day or the current fiscal or calendar year), any questions that require answering, along with anything that generally falls into the good idea, intriguing insight, or absolute inspiration category.

This is where using a personal information manager program such as Outlook comes in so handy. In place of a zillion scribbled, indiscriminately placed sticky notes all over your computer monitor, you can safely store all your mental insights as notes in Outlook's Notes module. That way, you not only don't have to worry about being able to read them, but you always know where and how to find them. Moreover, as you discover in Chapter 13, you can easily search Outlook notes, group them into categories, color code them to establish their relative importance, and print them out.

Tip

When an idea that pops into your head seems like it might warrant remembering later on, jot it down straight away. Don't waste any of your time assessing whether the thought is really worth noting down. You can easily delete any Outlook note that, on later reading, you find isn't sufficiently weighty to convert into a task on your to-do list or into an appointment on your calendar (see Chapter 13).

Too much information!

Information overload is a real concern to many business people these days. Although called "information" overload, the real problem isn't too much information so much as too much raw data. And, as I'm accustomed to telling the students in all my database management system classes, raw data is not the same as information.

Raw data represents all the facts and figures, pictures, images, statistics, and reports that human beings feel they simply must record and store somewhere. Most of the time, however, the vast bulk of this data is simply trivia that holds no interest and has little value.

It's only when you develop a need for some of the data that its facts, figures, and so on suddenly become meaningful information for you. This need, by the way, may be temporary, so that once you've mined all the pertinent information for its meaning and put this information to appropriate use, it may once again return to the level of mere data (that you take or leave).

Note

The notion that information is only the data that you need at a certain time is a big reason why skillful searching — especially of the electronic kind — is so crucial to successfully managing so-called information overload. It's only by putting on effective blinders (search filters in the case of electronic searching), that you have any hope of successfully navigating the maze of data and reaching the data you regard as pertinent information. Without the benefit of such blinders, you'll either be waylaid by irrelevant data you find en route or overwhelmed by the sheer magnitude of the data you have to comb through.

For this reason, you need to master all the electronic search techniques that your personal computer affords you. This includes performing general searches in the Windows operating system as well as specific searches from particular Outlook modules.

Keeping yourself ready for change

Remember the old Boy Scout motto, "Be Prepared"? For the knowledge worker in modern business, I think this maxim has to be updated to something more like, "Be Prepared for Anything." The pace of modern business and the fluctuations it faces are such that nowadays you not only have to anticipate change as an integral part of your job, but you also have to find a way to welcome it on some level.

And if you can't find a way to actually welcome change into your workplace, you have to at least find a way to accommodate it with some modicum of grace. This is because doing anything less is likely to produce intolerable amounts of stress, regardless of how well you keep up with the pace.

How ready you are as a productive knowledge worker rests squarely upon a number of factors:

  • The degree of mental agility and flexibility you're able to bring into play. So get as much rest and exercise as possible (both factors really influence your mental agility) and develop attitudes that promote relaxation and openness.

  • The extent of the organization and planning currently in place supporting your endeavors. So, get organized and stay organized if you possibly can.

  • The depth of knowledge and amount of experience you're able to bring to bear in problem solving and dealing with the particular challenge or change at hand. So, take every opportunity to hone your skills and get the experience you need.

Finding Your Own Formula for Productivity Success

I think it's essential for you to create your own formula for personal productivity, one that's tailored to the particular set of circumstances and challenges that you face daily, both on the job and at home. Personalizing your productivity plan greatly increases your chances of long-term success because you'll be following a custom blueprint that reflects the unique ways you work and play.

The best way to develop your own formula for personal productivity is to honestly assess your productivity needs and then match these needs to strategies that you can realistically follow. When deciding whether you can successfully follow a specific productivity strategy, you need to consider not only whether you find it effective, but also whether you find that the strategy actually decreases the amount of stress you're under.

Tip

To help in developing your own formula for productivity success, I've added a bunch of assessment questionnaires to my productivity Web site at www.harveyproductivity.com. Use these questionnaires to assess the areas of your greatest need. Then, match your needs to the productivity strategies outlined both on this site and described in more detail in the final sections of this chapter.

In extensively researching productivity systems and principles over the last couple of years, I've identified a number of strategies that seem essential to productivity success. They include principles and practices that are designed to boost personal productivity while at the same time reducing stress. These strategies also form the foundation on which I base the Outlook productivity practices detailed in the remainder of this book.

Knowing yourself

"Know yourself" is the adage that appeared above the cave of the ancient Greek Oracle of Delphi along with another bit of relevant wisdom, "Nothing in excess." When applied to personal productivity, "know yourself" simply means that you need be aware of the place you're starting from so that you can figure out how far you have to go as well the easiest and fastest ways to get there.

Comprehending the place you're at is simply a matter of assessing your natural strengths and weaknesses when it comes to being productive. Then you can use this knowledge to devise a plan for making the best possible use of these strengths, especially in overcoming or minimizing the effects of the areas where you're not so strong.

For example, if you know that you're a wiz at organizing your home and work spaces but that prioritizing all the things you have to do in a day isn't currently your strong suit, you can use your natural organizational skills to better determine the most efficient order in which to meet your current obligations. Assuming that all the tasks share the same due date (today), here's what you'd do:

  1. List all your tasks in the detailed view of your Outlook to-do list with the estimated time to complete each task listed in minutes before the description in the Subject column.

  2. Determine how important each task is and assign it a relative priority (Outlook lets you rate a task Low, Normal, or High) in the Priority column.

  3. Sort the entire to-do list by Priority in descending order so that now you can see at a glance the high-priority tasks that take the most and least time.

    See Chapter 12 for step-by-step details on entering and sorting tasks in the Outlook to-do list.

  4. 4. Use this information to decide which high-priority task you have time to tackle and proceed accordingly.

Considering productivity part of your self-fulfillment

When you get right down to it, the goal of personal productivity is simply greater happiness and fulfillment. Increased efficiency, increased output, recognition as an outstanding employee or parent, or even a much-deserved raise may well be natural byproducts of attaining peak personal productivity (although I can't vouch for the raise) but they're not the goal. And, in fact, all these byproducts contribute to a sense of greater self-esteem and contentment.

By seeing personal productivity in the light of increased work/life balance and making it part and parcel of your personal growth and self-fulfillment, you're actually more likely to succeed at attaining it. In giving personal productivity the priority it deserves, you'll have a powerful incentive to overcome your inertia and make initial changes as well as gain some of the motivation needed to keep making necessary adjustments over the long haul.

Mastering your productivity tools

A master craftsman in any profession is expected to be proficient in the use of the tools of his or her trade. Peak personal productivity for today's knowledge worker demands no less, although the tools of the trade are fast becoming less and less tangible (physical day planners aside).

The very premise of this book is that currently you routinely underutilize Microsoft Outlook by restricting its use primarily to doing your e-mail and, secondarily, perhaps, to maintaining your address book. This limited usage, however, means you're nowhere close to being proficient in using Outlook as it was designed — that is, as a Personal Information Manager (PIM for short) that not only enables you to stay in contact with those you need to stay in contact with, but also enables you to organize and manage your time.

The other assumption of this book is that only when you're able to use Outlook as your complete Personal Information Manager does it become your central personal productivity tool. Mastering all of the Outlook modules and understanding how to adapt their features to your particular needs (which are the stated objectives of this book) should put you well on your way towards attaining a degree of personal productivity that significantly reduces stresses in your life and improves your work/life balance.

Getting yourself organized

The organization of your workspace and work materials isn't the be-all and end-all of personal productivity. Rather, it's the bedrock upon which peak personal productivity sits.

Keeping in mind that being organized often means different things to different people. You still need to be sure that you can put your finger on all the information you need without wasting a bunch of time going through files, folders, and papers. In terms of Outlook, this means being able to quickly find any e-mail messages and address book contacts you may need as well as staying on top of the appointments on your calendar and to-do items on your task list.

Prioritizing your tasks

I say quite a bit about the importance of prioritizing your daily tasks earlier in this chapter, in the "Establishing your daily priorities" section. The only thing worth reiterating here is that being able to determine the most important task at hand is only the first part of the story when it comes to prioritizing.

You also have to be able to determine whether you have the resources and adequate blocks of open time to get this most important task done properly. If you find you have the resources but not the time, you then have to determine how to break the task down into smaller subtasks that do fit within your open time slots.

Note

Keep in mind that many high-priority tasks are complex in nature and require you to subdivide them into simpler subtasks as well as to plan out the logical next steps necessary to complete each. In practical terms, this means that the practice of prioritizing tasks is often tied very closely to planning out the steps required for their execution. This is the reason that, in later chapters, you find me explaining how to prioritize tasks more in the Outlook Task module rather than in the Calendar module.

Always having a plan

Planning sometimes seems like the fool's gold of personal productivity. Although, there's something really satisfying about being able to plan out in detail how to get something done, it's also true that, more often than not, circumstances don't allow you to follow the plan exactly as conceived. For this reason, some knowledge workers become disillusioned with the planning aspect of personal productivity and tend to harbor some rather negative views regarding its overall efficacy.

And while it's true that plans often have to change and projects (especially complex ones) seldom come in exactly on time and right on budget, it's just as true that no significant project, even the late, significantly over-budget ones, ever got off the ground and completed without some kind of planning.

Therefore, my position on planning is to take it seriously, but not too seriously. The idea here is that you shouldn't be overly stressed when your best-laid plans have to change, but you should still have said plans as a solid groundwork from which to make all the necessary adjustments.

Note

Keep in mind that you also have to be prepared to alter your plans as needed and, in rare circumstances, even junk them completely and go back to square one. I know that letting go (particularly of things you've worked really hard on) is a really difficult challenge, but I think it's a challenge that carries with it implications that reach far beyond the boardroom. Life changes whether you like it or not, and the only choice you often get in the matter is how you will respond to those changes.

Focusing on what you can do

The power of positive thinking in determining a good outcome was well documented. I suspect that a large part of burnout, both personal and professional, is due to the inability of a person to focus on what he or she can do about a given situation instead of being fixated on what he or she can't do.

Focusing on what's lacking and not possible is not only generally demoralizing, but it also all too easily leads to a never-ending litany of things that can't be accomplished. It goes without saying that this type of negative thinking is by its very nature stress-inducing. It's probably also true that focusing on what's not happening is the antithesis of productivity and has never made anyone happier with their current situation.

Focusing instead on what it is you can do, even when your options are limited, not only keeps you going, it often leads you down creative paths that you wouldn't have normally traveled.

Sometimes, focusing on options even when the options are quite limited has actually resulted in me coming up with a better, more elegant and efficient solution to a problem at hand (and even greater productivity) than I would have been able to manifest without the limitations. The important point here is that I discovered this more creative solution by keeping a positive attitude focused on what was feasible given the limits of the situation and not by focusing my attention on the limitations themselves.

Staying open to change

Staying open to change is very much a part of keeping the mental agility and flexibility that so often separates a truly productive person from one who is merely getting by. This type of dexterity is also an important component of maintaining that positive attitude that helps you to stay focused on what you can influence rather than on what you're powerless to change.

The people who've had the most positive influence on me, both personally and professionally, are all those who are very nimble mentally and maintain very flexible attitudes when it comes to facing the vicissitudes of life. They understand that change, even the disruptive kind, is an inevitable part of life. They also know that getting stressed over a change, even an unwanted one, is the most counterproductive way to approach the situations that inevitably result from change.

Instead of allowing themselves the luxury of wasting precious energy on fighting change (a losing battle at best), highly productive people do everything they can to channel and direct their energy toward finding solutions and dealing with all the matters that change engenders. In this way, they're able to focus on minimizing the stress that change inevitably creates through attitudes and actions focused squarely on solving the problems at hand.

Avoiding information overload

I already touch upon the challenge that information overload poses to the productivity of the average knowledge worker earlier in this chapter, in the "Too much information!" section. The only thing I want to add here about the topic is to keep in mind that avoiding information overload really isn't a matter of steering clear of data (a clear impossibility in the information age in which you work) but one of steering clear of as much extraneous and trivial data as possible (the all the stuff that you don't consider information).

If you can do that, more often than not it won't matter how much data is out there or how much data comes your way. Provided you can locate and make use of just the small portion of data that is of vital interest to you, you should go a long way toward staying productive without stressing out.

Note

Remember, however, that the data that you consider extraneous can and does change with the task at hand. For example, when you need to compile a report on all the customers in the corporate database who've done significant business with the company for an upcoming ad campaign, data regarding the current status of their account isn't very important. However, when you need to compile a report on all customers in the same company database whose accounts are significantly past due, then the data on the current status of their accounts becomes vital information, and data on their past spending patterns is fairly unimportant.

Developing your interdependence

The final productivity strategy in my top ten is one that's all too easily overlooked. Therefore, keep in mind that although this particular strategy is last on the list, it's definitely not least.

Articles and books on personal productivity and even the gurus creating them very often concentrate almost exclusively on the personal side of things — what an individual knowledge worker needs to know and do in order to be efficient. This imbalance in the coverage can give you the misimpression that personal productivity's all about you (rather than mostly about you).

Note

Even when you do most of your work in isolation, remember that, except in a tiny minority of cases, you're still very much part of a larger team. This larger team is commonly made up of people who are both within the company (such as co-workers and managers) as well as folks outside of it (such as vendors and clients). And if you don't know how to communicate clearly and work efficiently with these people, you have very little hope of attaining peak personal productivity. And even if you do, you're apt to find that this productivity comes at the (high) cost of increased stress.

A large part of any given workday is bound to be devoted to dealing with people on the larger team somehow (more and more often, electronically). Therefore knowing how to deal with them in a truly effective manner is going to help you become and remain more productive by giving you more time that you can allocate to the other 10,000 things you need to do on your own.

To that end, I include detailed coverage in later chapters on how you can use the Outlook Mail and Contacts components to maintain top-notch communication with people on your larger team (see Chapters 9 and 11). I also cover at some length how to make good use of the Calendar and Tasks modules when you need to shift tasks on your calendar or to-do list over to co-workers on your team (see Chapters 10 and 12). To effectively delegate tasks in this way, you have to maintain clear communication with the people who you now expect will get them done. You also have to know how to track these delegated tasks by obtaining all necessary feedback about their progress after you consider them to be "off your desk" and they no longer appear on your calendar or to-do list.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
3.145.59.129