management

10 Things You Can Start Doing TODAY to Feel Less Overwhelmed

Best practices gleaned from Getting Things DoneThe Power of Full Engagement, 7 HabitsThe Fire Starter Sessions, and my brilliant clients. 1.  Identify & make space for your top priorities first. Identify your major priorities and make time for them in your schedule first. Then, make your lower priorities fit in around the big stuff. If you fill up your time with the little things, it becomes impossible to fit in the big things later.

2. Get everything out of your head and into a trusted system. As David Allen says, “Your mind is for having ideas, not holding them.” Get every nagging thought about something you have to do out of your head and onto a list or calendar.

3. If a task takes less than 2 minutes, do it now. Don’t put off a small task for later if you could get it done now in 2 minutes or less.

4. Keep a list of next actions & start every next action with a verb. Keep a list of the very next things you need to do. Each item should be as specific as possible and start with a verb. You are more likely to take action when you see “ask David about timeline for final report,” on your list than when you see something like “final report.”

5. Have a daily meeting with yourself. Once a day (preferably at the start of your day), take 15 – 20 minutes to check in with your top priorities next actions list and calendar. Identify the 3-5 things you must do today to make the day a success.

6. Review everything on your plate weekly. Take 60 - 90 minutes a week to review all of your commitments, assess the past week, and look ahead to the coming weeks. You will catch things that would otherwise slip through the cracks.

7. Use your “power hours” for your most brain-intensive work. Figure out what time of day you are most alert, sharp and energetic. Do your hardest work then & save the mindless tasks for when you’re spent.

8. Charge your electronic devices outside of the bedroom. Get your inbox out of your bed! Purchase an alarm clock if you’ve been using your phone & put your devices in the other room when you turn in for the night.

9. Create intentional time and space away from technology. This can look like: blocking your internet access when you are writing, unplugging from all technology for 24 hours once a month, not looking at your phone between work and when the kids go to sleep, or sitting and focusing on your breath for 5 minutes a day.

10. Do what you say you’re going to do. You’ll gain the trust, respect, and admiration of others – and yourself.

7 Strategies for Less Stressful Work Travel

A busy work travel schedule can throw even the most balanced of us out of whack.  Forget jet-lag -- just being away from the office, our families and our own beds can be seriously disorienting. And then when we return, we face an avalanche of work left behind.  Good news: you can take action to prevent travel hell before you even leave for the airport. Here's how you can set yourself up to take a more sane, less disruptive work trip:

1.  Schedule smartly It can be tempting to book yourself solid while you're on the road.  Don't do this.  Leave yourself some breathing room to take care of business (answering emails, returning calls, etc.) back on the homefront during your away-workday.  A solid hour a day of attention devoted to your home-work will make life a lot easier when you return.

2.  Plan for recovery Schedule your post-trip recovery time ahead of time.  Depending on the length of your trip and what happens at home while you're gone, you'll likely need some time to process all the new information you got while you were away and catch up on what you missed.  Block off between a couple hours a full day within the first couple days of your return.

3.  Manage expectations Let key colleagues know you'll be on the road and less available than usual.  Set your "out of office" message on email to say that you will return emails on the day AFTER you return to the office, not the day-of, to give yourself a little breathing room.

4.  Pack healthy snacks Between the airport food court and the conference buffet, it can be hard to eat well on the road.  Play defense against Danishes by packing portable and healthy alternatives like instant oatmeal, almonds, dried fruit, and energy bars.

5.  Plan to maintain healthy rituals If you exercise regularly at home, research the hotel's gym situation (or load up some fitness podcasts) and bring your workout clothes so you can exercise while you're away.  If you enjoy a cup of herbal tea before bed at home, make sure you bring your stash for your hotel room.

6.  Research the sights Plan to allow yourself at least half a day to be a tourist, wherever you are.  After all, you haven't really been to Georgia unless you've seen the world's largest peanut, right?

7.  Get clear about why you're traveling Like, really clear.  Why are you taking this trip anyway?  And how will you know if you & your organization have gotten your money's worth?  Before you go anywhere, make sure that you know the purpose, outcomes, and process of your trip.  Let this guide your decisions about how you focus your time and attention while you're gone.

What do you do to make travel less of an ordeal?  Share your tips in the comments.

The One Planning (and Focusing and Decision-Making) Tool I Couldn't Live Without

  Three years ago at the Selah Leadership Program, I was introduced to a planning tool that I've used every single day since.  This magic tool?  POP.

The POP Model was developed by organizational consultants Leslie Sholl Jaffe and Randall J. Alford.  POP stands for Purpose, Outcomes, and Process, and it's a simple and effective tool for keeping yourself and others focused aligned in almost any context.

Purpose answers the question, why is this important?  

Outcomes answers the question, what do we most need to accomplish?

and Process answers the question, how will we accomplish the outcomes?

It is easy to see why these three little questions have so much resonance.

  • Purpose fuzzy?  You are likely to find yourself spinning your wheels, lost and not sure how you got where you are.
  • Outcomes unclear?  Team members may be working toward different goals, reducing the group's overall impact.
  • Process ignored?  You'll find yourself in the middle of a dead-end meeting, wondering why there is so much talk and so little progress toward what you really need to be getting done.

POP In Action

To use the model, articulate the Purpose of what you are taking on, your desired Outcomes, and the Process for how you will get to the outcomes.  In some contexts it is beneficial to use POP on your own, and in others it can be a powerful tool for aligning a group.  POP can be the basis for a 5-minute back-of-the-envelope exercise, or an all-day, organization-wide planning endeavor.

Say you have an upcoming meeting with your staff to plan your big 2012 fundraising event.  Before the meeting, you might sit down and take 5-10 minutes to sketch out a POP for yourself:

  • Purpose: The purpose of this meeting is to kick-off planning for the 2012 fundraising event.
  • Outcomes: We need to leave this meeting with:
    • Clarity around who will spearhead each major piece of work.
    • A decision on if we will hire a marketing consultant or handle that in-house.
    • An understanding on the part of the Development team of the Board's expectations for how much $$$ this event will bring in.
  • Process:  In order to get to these outcomes:
    • I need to think about who I believe should take on each major piece of work, before the meeting.
    • I should look at that research we did two years ago about marketing consultants so I can go into the day with a ballpark figure of how much it would cost to outsource.
    • I sh0uld also have a conversation with my Development Director to make sure he understands the Board's target for this event -- that way he can help me get his team on board during the meeting.
    • Finally, I need to design an agenda for this meeting that will produce the outcomes I want -- so that we don't get lost in the weeds.

POP is a powerful tool to use in meetings. The meeting facilitator can either lead the group in collaboratively defining the meeting's Purpose, Outcomes and Process in real-time, or can bring a pre-defined POP to a meeting and solicit group-buy in.  A meeting where the whole team knows the POP -- why we are there, what we are trying to get to, and how we will get there -- is a meeting worth everyone's time.

POP can be used at the beginning of projects -- Why are we taking on this project? What do we want to accomplish by doing it? How will we accomplish that?  And, it can be a test of alignment, mid-project, when things seem to be drifting off course -- Why were we doing this project again?  What were we trying to accomplish?  How can we get back on track?

For me, the power of POP is in slowing down and thinking about what I really want to get out of the effort I am putting into a meeting, a project, or a partnership.  In a group context, going through the POP process can reveal hidden assumptions, biases and leaps in logic that would otherwise derail the group down the line.

It is no exaggeration to say that I use POP every single day.  I may have even POP'ed a vacation once or twice!   Try it out, and let me know how you experience the simple power of POP.
Want to learn more about applying POP in your organization?  Learn more about working with me.

The Most Important Meeting of Your Day

My clients often struggle to balance busy schedules that are packed with meetings.  So, it may come as a surprise that many find relief by adding one more appointment to their day. What is this magic meeting?

It's the morning meeting with yourself, and it may be the most important meeting of your day.

The morning meeting with yourself can be short - 10 to 20 minutes.  It should be the first thing you do when you start your work day.  Here's your agenda:

  1. Assemble Your Tools:  Start with a blank piece of paper, your calendar, your task management system (to-do lists), and your browser open (but don't go into your email yet).  Take a deep breath.
  2. Eyeball Your Calendar:  What's on your schedule today?  Is there anything you need to do to prepare for today's appointments that you haven't done yet?  If so, make a note of it on your paper.  Now glance at the next two days on your calendar.  Anything coming down the pike that you need to prepare for?  If so, make a note of what you need to do, or block off time on your calendar to prepare.
  3. Review Your Tasks:  Look over your task lists (if you practice Getting Things Done, this would be your Next Actions and your Waiting Fors) .  What absolutely must get done today?  Make a note of it.  What should get done today?  Make a note of these things too.  If you have open blocks of time, what will you work on?
  4. Scan Email and Voicemail:  Do a quick once-over of your email for "hot" items and listen to your voicemail.  Take note of anything that changes your plans for the day (a cancelled lunch or an emergency conference call) or that contains an action that absolutely must be done today. Note these.  Do not answer emails or return phone calls at this point (you're in a meeting, remember?).
  5. Start Your Day:  Take a deep breath and think about the day ahead of you.  Review your cheat sheet of must-do's once more, noting anything you neglected to capture in the steps above.  Take another deep breath, and get to work!

The reason this meeting is magic is that it gives you a chance to set your own agenda for your day before the madness begins.  Unlike overly detailed work plans, it allows you to adjust to shifting priorities day-by-day.

This meeting won't take things off your plate or clear your schedule, but it will enable you go into your day with a sense of clarity about what's ahead.  With this clarity, you'll feel more grounded in saying "no" to people and distractions that would derail you from your priorities.  And, you'll be less likely to suddenly remember that thing you meant to do today when it's 5:30 PM and you're getting ready to wrap up.

You will find that once you start your day this way, it will quickly become habit and soon you'll intuitively know what you need to review to feel good about starting your day.  This meeting is not a substitute for doing a regular, in-depth review of everything on your plate, but it is the best way to make sure you are on track for today.  It's a great way to start your day.
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Guard Your Time with Defensive Scheduling

Sometimes it feels like our schedules happen to us.  What seems like a relatively calm week on Monday gets jammed with meetings and phone calls by Thursday, and all of a sudden there's no time to do all the work we know we need to get done. Most often, it is the "important but not urgent" tasks like planning, relationship-building, and big-picture thinking that get squeezed out when schedules get tight. This can create the feeling that we are flying by the seat of our pants and not really attending to everything that needs our attention.

While none of us has complete control over our schedules (we must cede time to superiors, funders, and unexpected events), we could all find a little more wiggle room in our calendars if we practiced proactive, defensive scheduling.  Here's how.

Time Blocking Block out time in advance for the important projects that you would otherwise neglect in the rush of everyday work.  If you have a board meeting in six weeks, schedule two hours of prep time three weeks from now so that you don't find yourself scrambling to prepare the day before the meeting.  If a conflict arrises, be sure to reschedule this time block as you would any other meeting.

Meeting with Yourself It's impossible to keep work flowing without stopping from time to time to step back, take stock, and course correct as necessary.  Most of us will need to review our current work load weekly and take an even bigger-picture look every month or two.  Schedule this meeting time with yourself -- a weekly hour or 90 minutes to review your current work, and a bi-monthly big picture check-in -- and then defend against all who would seek to impede upon this time.

Time Batching In any given week you may have  work to do on 7 different projects.  Rather than flitting around from task to task, project to project, give yourself chunks of focused time each day to work on a single project.  Maybe on Monday you devote time solely to projects 1 and 5, Tuesday is all about project 2, Wednesday it's 3, 4 and 7, and so on.  Rather than staring down 7 projects at once and scattering your attention amongst all of them, you will make significant progress on one or more project each day, adding up to a much more productive week.

Playing Nicely With Others Meetings scattered throughout the day and throughout the week can leave little solid time for at-desk work.  To remedy this, set scheduling boundaries on meetings, such as: no meetings on Tuesdays, (or, all meetings on Tuesdays), no meetings after 3 PM, or only phone meetings on Friday.  You won't be able to hold to these structures in all cases, but you will probably be surprised how much agency you do have once you start asserting your meeting boundaries.

Give Yourself A Break No more back-to-back meetings!  After every meeting, you need time  to capture, process, or reflect upon the outcomes of your last meeting before starting the next (if only for a few minutes).  What's more, your body needs to stretch, eat, use the restroom, take a walk and generally renew itself after a period of intense focus. Give yourself 20-30 minutes between meetings to take care of these essential tasks.  Otherwise, you risk losing ideas and actions generated in your last meeting and you compromise the quality of your attention going into your next meeting.

Say No Probably the #1 thing that you can do to defend your schedule and create more time for yourself is to simply say no.  No to attending that meeting when your colleague could do so; no to that extra committee; no we cannot pursue this funding opportunity given our current workload.  The incredible thing about saying no is how much it frees you up to do a better job at fulfilling the commitments you say yes to.

What are the biggest time-eaters in your schedule?  What strategies do you use to defend your time? 

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