Revisiting My 2019 Word of the Year: Shift

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Word of the year

 

It’s the end of 2019 and I have remembered my Word of the Year through out the year.  (Have you? ) It’s truly been a part of my work, my thoughts and my energy as I shift into new possibilities.

 

Shift: a slight change in emphasis

I have looked at this year as a slight turn in direction.  While working with clients with ADHD has been a focus for the duration of my business, it’s more so this year in learning tools to assist. I am leaning into my work clients with ADHD clients in continuing learning and implementing strategies. What’s new are the many podcasts I have been listening to each day.  I have been taking more NAPO classes centered on this topic.  I love to learn and apply one small action to my work with clients.

 

Shift: change in direction

We shift toward and we shift away in slight changes in direction. Family first and client work has always been the direction of work life integration for me.  As I step into this more fully, I have been mindful of the true joy that our conversations and engagement bring to me.  I have heard the joy in voices of family and clients throughout the year in their big and little wins.  Wins include completing writing a doctoral paper, using a planner as a high schooler, new interests in a variety of sports, getting a garage organized to park a car or move to a new apartment. As I shift away from some of my volunteering experiences, I have created more white space for myself to be present.

 

Shift: next steps

I am contemplating my 2020 word now.  I love all the words that I have used in these past years. How has my Word of the Year made a difference for me?  Holding my word of the year throughout the year has kept me true and on target with intentional, mindful shifts.  It’s been a comfort when a bumpy shift occurs that this year is about a slight change. We can empower change rather than be fearful of change.  This word reminds me that we can make change a powerful agent for ourselves.

 

My list of Words of the Year

Shift 2019

Possibilities 2018

Thrive 2017

Momentum 2016

Fifteen 2015

Flourish 2014

Fabulous2013

 

 

Successful Team Building for your Micro or Small Business

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successful team building for your business

 

Solopreneurs and small business owners are challenged with getting everything and anything done.  Their productivity hinges on their strengths. We can’t be good at everything!  Having a team approach to productivity makes for success.

 

  • It’s a big daunting how to start building your team.  What’s most critical is defining what your team member(s) will do.  It’s a range of possibilities.  Start with what’s not being done or what you hate to do.  Flush out a system with your new team member to create a process that works.

 

  • There are levels of delegation that make this transition easier.  Start with specific, direct actions and raise the bar to collaborating on decisions.

 

Here are some sample models that have worked for my clients. I have listed the challenges faced and how a team member made the challenge happen.

 

Calling back clients

Client leads were piling up for a small business owner.  She did not have time to return calls, discuss opportunities, or make appointments.  She was in search of a team player who could help her. Where she found help was in a recently graduated long time friend. Together they set up a process for intake.  They practiced this system for a week and added in an online calendaring system.  It was a combination of the human touch and technology that made for a successful team.

 

Reconciling and creating expense reports

All those little receipts that are needed for reconciling and creating expense reports can be overwhelming and disorganized.  Getting help with routine administrative and financial tasks can help your business thrive.  After tasking this job with several different team members, a small business entrepreneur found a single outsource option. By taking a photo, she was able to send receipts to the outsource person.  After that, the business owner met weekly for a check in about the expense report.  Reports were turned in timely and the business owner was thrilled.

 

 

Billing clients

Another small business owner created a successful strategy for billing clients with technology and a team member. Using FreshBooks, the owner tasked only billing to her team member.  With automation, the client could pay online which also eliminated extra steps with banking.  A small addition of technology can pave the way.

 

Setting up a structure for teams

It’s not intuitive for small business owners to set up a structure for team work or communication.  When he started with a new company, the small business owner turned to his trusted entrepreneur guide to help him. This guide established a weekly meeting for the team, created working hours for each team member, and set up a collaborative document for them to share work.  Having a trust guide to delegate to, the small business owner could focus on his most important big picture work.

 

A highly organized business person turned her calendar over to her virtual assistant.  They collaborated through a series of google docs, email, and online calendar.  The calendar was also shared with another team member.  Having a process in place created a team calendar that worked well for getting all the details completed.

 

Finding a productive environment

A small business person struggled with how to be productive in her office. It seemed a little too noisy at the same time.  She invited her assistant to work with her on a routine basis, weekly, while she worked on a project. They worked as a body double, paralleling their work on separate projects. Having a second person in the room helped her be accountable to her own work.

 

Each of these examples of successful team building worked from resourceful, creative and committed collaborations.  Creating an effective process by everyone bringing their best efforts, strengths and skills make successful teams possible.

 

On Demand Delegating

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on demand delegation

 

Do you often with you had 25 hours in the day, 6 hands or could clone yourself?  It’s often that we are faced with more to do than we have time, skills, resources or energy.  Delegating is a solution for you!  With so many resources on the internet, there’s lots of options to delegate on demand.  Technology offers many options with tools of many kinds.  With all our daily tasks, using delegation can add time to you day.

Successful delegation

What are the keys to successfully delegating? Use your strengths wisely and know where you don’t have skill. Delegate when you have a small incremental task that you especially dislike and do not do well.  It’s also good to delegate when you are not your best at consistency or routines.  You can take advantage of automation for this reason.

Delegate bill paying

Online bill pay is the most frequently used system for delegating. Paying from your bank allows you to use one, consolidated online location for payment.

 

Delegate passwords

In the complex world we live in, everything has a password. Online security is most important. It’s also frustrating as we attempt to access our accounts.  Using a secure password is critical for your safety. While there are many data breaches going on, an online password keeper gives you access to your passwords from any device. Choose one password to access your password keeper.

 

Delegate your To Do List

There are many apps to capture your ideas. There are many Artificial Intelligence capture tools in our world.  The easist to use is your iphone Siri. Siri can capture your thoughts verbally and add them to lists and dates for you.  Next easiest is Google Home and Alexa.  No more worries about forgetting and working memory with these devices.

 

Delegate adminstrative tasks

Administrative tasks, including forms, filing, and more, can often fall to the bottom of your list.  There’s help with online virtual assistants who are skilled at scheduling, research, expenses and data entry (to name just a few areas). Assess what your needs are and connect one of these many options.

 

Delegate errands and tasks

Online grocery and other shopping is just a click away now. Delivery can be set up with your specific schedule. Amazon will deliver supplies with a schedule through the subscription services.  No more running out of toilet paper or paper towels now! With a Subscription List, you have a supply that arrives without fail. Making dinner is much easier with an online grocer list. Repeat the list weekly on the same day to be sure you always have milk at home.

 

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How to Craft Your Hybrid Productivity Strategy

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How to craft your hybrid productivity strategy

 

If you google productivity, millions of pages appear. Listed are strategies that give you systems and processes for your productivity based on that author’s experiences. What stands out to me is that while I appreciate each of these approaches and systems, it’s really about reviewing what has worked for me and the hybrid system I created to fit my personal approach.

 

To improve productivity, start reviewing your work processes.

We are surveyed all the time, when we purchase online and when we go to the doctor. What about  a review of your work processes? What do you give high marks and what needs improvement?

Here’s questions to ask yourself?

  • What time of day do I work best?
  • What’s the best tool I use to capture information?
  • What’s my best modality (visual, auditory, kinesthetic, intuitive, cognitive) to capture and create information?
  • When do I organize my week?
  • What do I use to organize my week?

Asking yourself these questions helps you refine your system and ensures that your tools work for you.

 

To improve your work processes, think big.

There are tons of productivity methods available. A productivity process give you agility in capturing, managing and executing commitments, communications, and information at a specific time. Here’s a round up of options.

Getting Things Done (GTD): GTD is a method for organizing your to-dos, priorities, and your schedule in a way that makes them all manageable.

The SMART Method: Setting SMART Goals to help you prioritize. 

Timeboxing: Converting from a to-do list (daily work plan) to a calendar system

Personal Kanban: Simple system for creating products based on continuous deliveries.

Pomodoro Technique: An alternating series of 25-minute “Pomodoro habit” sessions can help you quickly complete tasks and get things done in a streamlined fashion

Free to Focus: A system to achieve more by doing less

Does one of these mesh with your existing system? Would one of these add to your system or simplify your system? Is there one small step you can change for your system? It’s likely that either simplifying or adding one small step is all the changes you will need or want to make immediately. That’s why I refer to our systems as hybrids, in that we take what works already that we created an add in a mix of other strategies.

 

To improve your work processes, make your routines solid then find the best tools to enhance.

We’re often to quick to think, there’s an app for that! And there may be an app or other product that will help us be more productive. It’s in spending time with completely syncing your process that’s the most important step before finding the tool.

 

Here’s what works for me. I have the master list written by category. I add to my master list all the time, from work spreadsheets, work appointments, family activities, email, and text.  The paper list is at the top of my planner pad.  Weekly I check the lists and add tasks to days of the week. Throughout the year I have added important milestones and appointments. All these appointments work together, including delegating, automating and setting time aside for family.  In my process I have combined GTD, Timeboxing and Free to Focus.  See what works for you now and how to improve on your system.

 

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Spring Organizing Office Edition

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Spring organizing office

 

Offices and office spaces continual to evolve as more of our work becomes digital.  There’s lot of digital decluttering to do as a result.  This Spring more your office forward to become more electronically  organized.

 

Edit first

All offices are busy and it’s a low priority to eliminate digital clutter.  Start a 15 minute daily edit of digital clutter.  Look first at email, then documents.  In multiple 15 minute time slots you can pare down what is not needed. Now assess your duplicate documents and drafts. You can add these to trash to clear space and clear up confusion of the final document.

 

Attend to your desk top

We’re talking computer desk top here!  Add documents into folders and eliminiate any extra icons. There’s clarity here now.  Add a beautiful and serene screen saver for you to see when you are disconnected.

 

Graphics organizing

If you are a social media maven, it’s your graphics that can also need refreshing.  Use a content driven organizing system.  Group your graphics and photos by topic in your pictures to easily access and use your items.

 

Unsubscribe to unwanted

You may have once wanted to learn about a topic, and now you are saturated with email subscriptions. Take 15 minutes to unsubscribe rather than delete your unwanted subscriptions.  Less incominng newsletters free up time.  If you don’t want to let go of these, or incoming coupons, create an additional email account to directly access this when wanted.

 

Update your passwords

We change our passwords, hoping to remember then each time.  Update your password keeper in order to easily log on.  Change passwords if it’s been a while for sensitive sites.  Now log in on all your devices so that you have access from your smart phone or tablet.

 

Control the cords

Technology advances quickly.  It’s time to recycle your older devices and cords. Gather these together with the cords to donate.  Label the remaining cords to know what goes together. Store the cords at point of use in a drawer if used frequently or in a box under a cabinet if not.

Now you and your office are ready for a productive Spring!

 

 

 

Still cluttered in there with paper?  Here’s where to get started!

 

 

How Goals, Calendar and Schedule Alignment Work for You

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How goals, calendars and schedule alignment works for you

 

Tire alignment, also known as wheel alignment, can help your tires perform properly and help them last longer. It can also improve handling and keep your vehicle from pulling in one direction or vibrating strangely.  

 

It’s clear that tire alignment helps you save money and time.  How might alignment work for us when we are talking about productivity?  When your goals, calendar and schedule are aligned, it helps you with your performance.  That performance is getting tasks and projects completed with less stress and more joy.  When your life is in alignment, you are feeling the bonus of work life integration.  Just how do we accomplish alignment when our life seems out of kilter?

 

Check your goals first

Review your current calendar to align your goals and your actions. Is what’s on your current calender reflecting your annual or quarterly goals?  Do you see a direct connection to what your responsibilities are each month and week?  Are there times for self care and relationship building?  Knowing how close you are already to alignment will be a guidepost for you.

Write out your best week

As you look over your calendar, you may be dismayed to see disjointed and disconnected dates and activities.  Take a whole new look at your week with a best week calendar. Michael Hyatt refers to this as your “ideal week.”  This is setting yourself up for success to know what this looks like.  With a blank calendar start with filling in what are your priorities.  Parallel your plans with consistent routines for similar activities.  That would be exercising every morning at 6 am, working with clients starting every day at 10 am, and hosting meetings at 2 pm.  See what new awareness comes from this exercise.

It’s going to take time to get your best week aligned with your current week so start small. What tweaks can you put in place?  Where are there options to create alignment? What if you have no control over your goals, deadlines or tasks?  Here’s where to talk to your team and seek out solutions together.

 

Keep aware of where alignment can occur

Changes are naturally occurring on a regular basis. A client ends, a new project starts, or a new boss comes on the scene.  When you seek improved alignment, that’s when you take advantage of a shift.   Look for where new possibilities are happening. Let’s say your 10 am Monday meeting shifts to 2 pm on Tuesday.  Now you can place your high quality work on Monday mornings instead.  Another option is to schedule shorter more frequent meetings at a lower energy time.

 

Is perfect alignment possible?

There is not necessarily that you are seeking perfect alignment as there are changes occuring regularly. What you are working toward is every improving alignment for yourself. There’s also random tasks, especially administrative tasks, that are part of your week.   If you can batch adminstrative tasks to be more productive about these.

 

Remember that for tire alignment, a periodic check is required.  Use your Strategic Planning to continually assess your goals, and then assess your alignment. What you will find as the most powerful benefit is that you are feeling more on top of your goals as a result.

 

 

4 Foundations for Productivity

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4 foundations for productivity

 

Set yourself up for maximizing your productivity. There are foundational aspects that create the structure to maximize your time and prioritize the tasks.  These include tools and strategies that create a basis for doing your best work.   Here’s the 4 ways to create a foundation for exceptional productivity.

 

Capture all together

If you have post it notes, random scraps, several notebooks and a lot in your head, it’s likely you need a specific capture tool and a capture time.  A capture tool is where all your projects, tasks and ideas are recorded.  It’s tempting to keep it all in your head however it’s not effective.  Decide what’s the best, paper, digital or a hybrid, to capture these elements.

Capture time is the time you are recording.  There’s many ways that can work for you. ASAP is a great strategy, as well as at the beginning and end of the day. Capture by notes, with a voice activated device, or any means that makes this easy. A capture time once a week, with a high level of view of your work, keeps tasks from being overlooked.  I call this weekly planning time.

 

Assessing time

Determining how much time a task or project takes can be the biggest challenge to productivity. It takes practice with the same tasks as well as a knowledge of your strengths and skills.  Break your task into the simplest step and give this your best guess. Then multiply that time by three.  Time yourself as you complete the task and review your success.

 

Assign work times

Completing a project on time, whether it’s taxes or client work, is a true test of productivity. Look at how you structured your weeks, months and quarters. Be sure to schedule chunks of time to work or give yourself an entire day to complete your tasks.  Either way, you know that you can be sure to finish for your deadline.  Remember,  a task that has no time assigned on a calendar is not a task. It’s a wish!

Control the distractions after your assigned work periods.  That’s dificult and necessary.  Those distractions indicate you have lost momentum and energy.  If you find yourself scrolling through Facebook instead of working, take a break, get a drink of water or move your work time to another time of day.

 

Match work and energy

Work when you work best.  Use your lower energy time for when you do less important work. Know your chronotype to do your best work. If you are morning person, get to work on the important stuff first before checking email.  Come back around to work again after dinner if you have an energy spurt. bove all, the best foundation to productivity is rest and rejuvenation. Time away from work, time being creative and time to sit all contribute to being more effective.

 

The best foundation for productivity includes a plan.  Plan for planning time, however your plan should not be too specific and too detailed.  Your plan should be a work flow, incorporating some routines that keep your productivity high.  Complicated, hour by hour planning can be too much to accomplish.

 

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Your Command Center for Papers

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Your command center

 

desk top sorter acrylic desk top sorter

 

 

In our busy lives, information and paper come at us from all directions all the time! Where does all this come from? It comes in with the mail, from school or work, or in your purse! These items require immediate action, with dates and times to enter on our calendar, bills to pay, or addresses or service providers we may need later. The Command Center is a space for information and paper that needs easy access and quick retrieval.  Keep organized with a command center for paper.

Command Center location

Our first decision is where best to create the space for this work zone. Where do you see these papers? In most homes, it is the kitchen since it is the hub of your home.  In the office it is on your desk or on your credenza.  However, if your home office is on the first floor and in a central part of your home, this is a great space to establish this area. Your command center for paper must be located where it’s most valuable.

Setting up your Command Center

Begin by reviewing the current clutter that’s on your desk or counter. Start by deciding what to keep and what to toss. Be decisive! This ensures keeping only what you need.

Continue by sorting your papers into the categories that work for you. Most people need these categories: to do, to pay, to scan, pending, and to file. Other categories include the names of each of your children and partner, weekly activities, other school and organizations’ papers.  At work these categories include your assistant, your boss, hot projects and resources.

 

Choosing your container

Now that you have categories, decide what organizing product might assist you best in keeping these papers in order. Look around the space, measure the area for size, and think about your personal organizing style. Look for a desktop file suited to the décor of the space with hanging files to label with each category. You can also use wall pockets, one for each category, if you have h ave vertical space.  Be sure to choose a product you love and this will help you stay organized.

A calendar and bulletin board are a vital tools in this area too!  Add a month at a glance calendar where everyone can record their activities.  Placing it where all the family or your work colleagues can see it helps everyone stay on top of weekly plans.

 

Command Center routines

Designate an administrative time for you to work  on the command center. This routine usually takes just one hour a week, especially if you choose a time you are high energy to get the job done. Write your administrative time in your personal calendar to commit to the time and make yourself accountable to get the job done.

 

 

Creating a family Command Center and a work Command Center makes the difference in keeping information accessible and easy to locate. Find the right space, the right categories, the right products and the right time to make this work for you. You benefit by having balance and peace of mind!

 

 

Want more ideas on a command center for papers?  Visit my pinterest board Command Centers for Communication and Cohesiveness.

 

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How to Prioritize the Most Important Task

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Prioritizing

 

Prioritizing. It’s one of the hardest aspects of time management.  You set aside time to get important work done, and now what to do?  Here are 5 ways of determining what to do first when you are ready to get to work.

 

One thing

If you could choose just one thing that makes the biggest difference in your day at home or work, what would that be? That’s the essence of prioritizing and knowing the one thing that you can do each day. On the opposite hand, what is the one thing that if you did NOT do it, that your day would go awry?  Either perspective helps you prioritize what to choose that is the most important part of your work.

 

Getting Things Done (GTD) lists

GTD starts with a mind sweep and writing everything down. You divide the list into current projects and someday/maybe projects.  Then your list is grouped by the places you work will be accomplished. That can be at the computer, at a meeting, anywhere and errands.  Finally you add the single next step to each of these actions.  GTD helps you prioritize by knowing where you do your work and knowing the one next step to accomplish that task or project.

 

Mindmapping

For non-linear thinkers, here’s a way to find your priority.  There’s not always a start or end, it’s a context within the work itself.  A mind map helps you write down ideas, link tasks that support that goal and then prioritize. By creating a context of what work needs to be accomplished and knowing the many different directions that are possible, you can focus on where you are in the task and project.

 

The Painted Picture

Getting things done is not the same as getting the right things done. To do this, Brian Scudamore  uses his “Painted Picture” strategy.  Keep the big picture in mind with the top third of your capture tool, then below add quadrants for quarterly, monthly and weekly.  Select just 3 tactics that align with this goal and your projects are outlined for completion.

 

Choose the one thing you never get started

Intuitively you know what to do and you never get to it. That’s the priority for you.  It’s when you have procrastinated and let tasks lapse, you know it’s time to get started.

 

How to accomplish prioritizing also depends on setting up your weekly routines to follow through.   Set up a weekly planning time to establish a big picture view that allows you to establish priorities.  That weekly planning time also gives you the opportunity to match your weekly tactics with your calendar.

 

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How to Create More Work Life Integration

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Work life integration

 

It’s often said no one wished they had worked more.  Living the life you imagine is about working smarter, playing harder and being with those who are most important.   As we assess just how to accomplish this, we seek solutions to creating more work life integration on a consistent basis.

 

Dig deep: prioritize what is a part of work and life

To start with, you have to cull priorities.  Everything just can’t be equally important. We can have times where priorities alternate, what I call “seasons”.  For each part of the year these priorities can change.  Most likely fall is about getting back to work and routines. Spring is about lightening up your work schedule. Summer is about having fun.  As we seek out priorities for our lives, keep these to your top 3.  That sounds small and insignificant, however it’s what can be accomplished.

 

Engage in weekly planning time

That endless list running in your head? It’s time to capture it and calendar it. Your list and your calendar are your best friends for truly engaging productively.  Meet with yourself on Sunday afternoon to Integrate all the work and life activities for the week.  It’s a well spent hour to assign realistically what you can accomplish.

Set boundaries into motion

Wow, it’s hard to set boundaries and keep them! These intentional boundaries include non-negotiable times that keep your work life in balance.  It’s getting to the gym routinely, setting times to gather with your family, and getting a good night’s rest regularly.

Here’s where interference plays a roll.  Set up boundaries for technology. That’s no tech in the bedroom, after 10 pm or at the dinner table. That rule applies to us all including parents.

 

Set aside time for fun

Fun is not going to happen accidentally in our busy lives.  Setting aside time for fun, game night with your kids, a Sunday bike ride, or knitting a scarf, are all what we can use weekly.  Laughing brings out some of our best qualities and feelings.

Repeat

Work life integration is far from a one and done activity. It’s a daily pursuit.  Give yourself the opportunity to feel good and do well at keeping important personal priorities aligned. It’s always a work in progress. That’s when you know that you are achieving work life integration.