Tag Archives | workflow

How to Keep Your Printed Documents Organized

Today’s post is a guest post contributed by James Adams, a technology and productivity blogger.

 For those who work in a busy office, time-management is one of the most important things one can learn. After all, not being able to manage time effectively can lead to serious issues within an office, from missing meetings to just simply not getting enough work done in a day’s time.

One of the basic tenants of time management is organization. Learning how to organize one’s workstation is crucially important to getting a lot of work done throughout a day, and perhaps the most important aspect of this is keeping one’s printed documents organized at all times. While many people have immense problems learning how to organize their documents correctly, the fact is that once one learns just a few basic strategies, organization practically falls into place and can make the day far more productive.

Here are five great ways to get your documents organized, reduce clutter and be efficient and ultimately feel happier at work.

1. Set Up Your Office Strategically

One of the biggest hurdles for those who struggle with organization is directly related to the setup of the office. While most offices try to keep printers and copiers central to each workstation, others feel as if the dark corner at the back of the office is the best place to put their machines. This inevitably leads to issues, as employees don’t want to have to trek to the back of the building to pick up their printouts every ten minutes. By centralizing your copiers and printers, you’ll be making the situation far easier on your employees, and will ultimately be helping to improve organization throughout the office.

2. Keep Employees on the Same Track

Many offices fall prey to employees that print out documents, only to leave them sitting in the printer for half of the day before they pick them up. This is by far one of the worst organizational caveats, as it is close to impossible to stay organized when random printouts are hogging up the printer. By making it clear to your employees that this is not okay, you can minimize the potential for backup that might be affecting your office.

3. Only print what is Needed

Another issue that plagues many offices throughout the world is the employee that prints out absolutely everything – even emails! The fact is printing out every document that graces the computer screen is simply unnecessary. Not only does it lead to disorganization, it is frankly a huge waste of paper, ink and resources. By having a dialogue with your employees and stating that only necessary documents should be printed, you can put a halt on this issue before it gets out of hand. The more one is allowed to print anything they want, the worse the situation will get.

4. Reduce Stacks

Many people allow piles upon piles of printed documents to take ownership of their workstations, concluding that dealing with them at the end of the week is the best way to go about things. This couldn’t be farther from the truth, and often results in lost time and heavy disorganization. Instead of waiting until the end of the week to deal with stacks, make an effort to not allow them to accumulate at all. If you must use stacks (as this is simply how some people operate), be sure to deal with them before leaving work at the end of each day; otherwise, you’re bound to lose track of important documents.

5. Create a Filing System

One of the most important things you can do to prevent being disorganized is to create an extremely versatile filing system. Just as you wouldn’t place hundreds of documents on your computer’s desktop, you shouldn’t do so with your paper documents. By filing away your documents as soon as you are finished dealing with them, you’ll know exactly where everything is and will not have to deal with piles of random printouts. This is imperative for those who find that they often have to refer back to their documents at a later date, and is a crucial detail that should be learned early on in any career.

James Adams reviews ink supplies at Cartridge Save. He also writes for blogs around the web where he posts about the technology and productivity.

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Try a Location Shift for a Quick Productivity Boost

Trying new coffee shops
Image by Librarian by Day via Flickr

Do you ever find yourself unable to focus, easily distracted and antsy for lack of a better word? Try changing your physical location and work atmosphere. Think like a real estate agent…location, location, location. Some people can work anywhere and under any condition. They are obviously from some foreign planet that I have never been to. Most of the rest of us have days when we just need a change of pace.

Could you approach your employer about the possibility of working from home a couple of days per week? There have been many studies that show that telecommuting actually saves companies money and increases worker productivity levels. If that is not an option for you, how about moving to a conference room or looking for a different office or cubicle location. Sometimes just a change in the noise level, lighting or a window can make an incredible difference.

If you work from home as I do, sometimes the solitude can become smothering. It’s hard to imagine that a work space could be too quiet, but it happens. One of my favorite solutions is to take a morning and work from a favorite coffee shop with free Wi-Fi access. Another option is to try your local library. You obviously can’t conduct business on the phone there, but that might be just what you need if you are having difficulty concentrating on some project work. Often just moving to a different room is enough to bring about a shift in momentum.

Instead of haranguing yourself to buckle down and get it done, try a location shift first. Don’t be afraid to think outside the box. What works for me may not work for you, but you’ll never know unless you try. Do you have any great suggestions? Please share.

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How to make Sure Your Time Management System is Working

“Time management is intended to save time, not waste time.”

Is your time management system failing?

Does it seem to take more effort than it is worth?

Does it regularly breakdown?

If your system is failing, then it’s time to re-evaluate.

First we need to assess why it’s not working:

Is your time management system is too complex? – This is actually the most common problem that causes systems to fail. Is it cumbersome or time-consuming? Do you use multiple tools or require a plan just to plan? If it takes more time to organize than it does to do the work then it is too complex.

Is it redundant? – Do you have multiple lists? Do you use more than one calendar?   Are you duplicating work? Use one central planning tool, list and calendar.

Is it portable? – Where do you keep your time management system?  Can you take it with you and have access to it at all times? You need to be able to capture ideas and retrieve information in real-time or your system fails.

Does it match your personality or work patterns? – If you are tech savvy, then en electronic organizing system is most efficient. If you are more comfortable with traditional pen and paper then carry your notebook and don’t force yourself to struggle with a PDA. The best time management system is the one that works for you!

Tips to keep in mind:

  • The simpler the better – Choose the simplest, most direct method to get the job done.
  • Keep it centralized – Whatever your system, keep it in one place.
  • Make it accessible – Make sure that you can get to your information and capture thoughts and tasks easily in real-time.
  • Choose your tools carefully – Select the tools that accomplish what you need without additional bells and whistles that will distract you.
  • You are the most important consideration – Your system must suit you, your personality, your work style and your way of thinking or processing information.

An effective time management system should save you time and effort. It should help you make the most efficient use of your time. It should not be a struggle to use. It should feel comfortable. Maybe not initially, but after using it for a bit, if it’s still uncomfortable – re-assess, tweak it or ditch it and start over.

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Top Iphone Apps to Increase Productivity

Tools are an indispensible part of your productivity strategy. Choosing the right tool for your needs can be a confusing and somewhat daunting task. The decision must be based on your needs, working style, and level of comfort with technology. With that in mind I have decided to do a series on productivity tools that I have found to be the most useful for improving efficiency, organization and focus. Each week in the series I will feature a different type of tool. Is there is some particular device or tool you’d like to learn about?  Please let me know and I’ll try to report on it.

Since I have been absolutely enthralled by my iPhone lately, I’ll start with that device. (not an iPhone user? Check out the posts for Blackberry or Android devices.) *Note most of these apps have a version for the iPad as well so I am lumping them in together. I unfortunately don’t have the iPad yet, but one can dream. ..

These are the most useful iPhone apps that I have found to be effective, easy to use and as glitch-free as possible. This list is by no means exhaustive as there are literally thousands of apps available, but they are what currently work best for me.

Evernote – Free, open source note program, but way more than just notes. Evernote allows you to capture thoughts using text notes, voice recordings, photos and web clippings. You can tag notes or separate them into different notebooks. All notes are fully searchable and sync with a companion desktop application is desired.

Home Routines – This is my favorite home management app. It helps me to keep my home neat and organized, but keep those household tasks and maintenance off my business calendar. You can make as many routines as you want, and choose which days you want to see them. Routines can reset their stars overnight, or wait for you to clear them. Plan your most important one-off tasks for today, this week and the future with the handy built-in To Do list, and use the daily message feature to give yourself a short reminder for each day of the week. Home Routines is customizable to suit your home and priorities – get things done without cluttering up your calendar, email or to-do list.

HootSuite – Hands down my favorite iPhone app for every day social media management. Monitor Twitter and Facebook accounts, send and schedule updates, view statistics, watch lists and track keyword searches.

Paymo – I use Paymo to track my client and project time for billing and time management purposes. The Paymo iPhone app allows you to easily track your time while on the go. You can use it during client meetings or while working on tasks when you’re away from the office. Use timer or manually enter your time and it syncs with your online account to keep accurate time logs.

Pomodoro Pro – Really neat timer that helps you to focus for short periods of time and reminds you to take breaks. You can set the length of time and breaks if you don’t want to use the default 25 minute periods.

Quickoffice Connect Mobile Suite – Create, open & edit Microsoft® Office Files (DOC, DOCX, XLS and XLSX.) Email, view & access attachments with popular file formats (PPT, PDF, iWork, HTML, PNG, JPG, GIF, SVG, TIF, MP3, etc.) Remotely access files via cloud storage services (Box.net, Dropbox, Google Docs and Mobileme.) Share files via email or cloud service providers. Manage and transfer files via WiFi. *Note – if you don’t need the “Cloud” features look at Quickoffice Mobile Suite.

Shopper – This is the most useful shopping list app I have come across: Barcode scanning, customizable lists and stores, aisle layouts, local store sale flyers, multiple lists, recurring list templates, list sharing and more. This little app has cut my shopping headache down to practically nothing.

Please come back and let me know what you like or dislike about the various apps or if you have any to add to the list.

Smart Time 4 Adaptive Organizer – I have just recently started trying this app, but it has serious potential, especially for those who use Google calendar and tasks. This is a really neat logic-based organizer and calendar for busy people. It looks at your appointments, then finds time for your tasks – and integrates both into one simple view. Keep track of lists, tasks, to-dos, appointments, events, and recurring anniversaries all from one integrated view. Categorize your tasks and events and share with family or team members. Don’t need the calendar views, look try Smart Tasks 4.

Todo – I tried many task management apps, but this is the only one that synced well with Outlook for me. Todo is able to sync with Outlook tasks using an interface that runs in the background on your desktop (though you can get a paid subscription to sync over the air. This app will sync categories which are crucial to me. It also has tags, different types of tasks (checklists, projects, calls, etc.) allows notes, recurring tasks and has the ability to share via email.

Traxitall – This is a very effective goal-setting tool. Track sales calls, social media followers, weight, spending budget, hours works, sleep, client load any anything else you can think of. It has recurring tasks, reminders, notes and best of all graphing of data and goal progress.

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18 Minutes to Managing Your Day

I think this idea is worth repeating. I still use this planning method almost daily that I got from Peter Bregman at HarvardBusiness.org. And I can always tell if I have not taken the time to follow it, as those are the days that always seem to get away from me with no apparent accomplishments.

STEP 1 (5 Minutes) Set Plan for Day. Before turning on your computer, sit down with a blank piece of paper and decide what will make this day highly successful. What can you realistically accomplish that will further your goals and allow you to leave at the end of the day feeling like you’ve been productive and successful? Write those things down.

Now, most importantly, take your calendar and schedule those things into time slots, placing the hardest and most important items at the beginning of the day. And by the beginning of the day I mean, if possible, before even checking your email. If your entire list does not fit into your calendar, reprioritize your list. There is tremendous power in deciding when and where you are going to do something.

STEP 2 (1 minute every hour) Refocus. Set your watch, phone, or computer to ring every hour. When it rings, take a deep breath, look at your list and ask yourself if you spent your last hour productively. Then look at your calendar and deliberately recommit to how you are going to use the next hour. Manage your day hour by hour. Don’t let the hours manage you.

STEP 3 (5 minutes) Review. Shut off your computer and review your day. What worked? Where did you focus? Where did you get distracted? What did you learn that will help you be more productive tomorrow?

The power of rituals is their predictability. You do the same thing in the same way over and over again. And so the outcome of a ritual is predictable too. If you choose your focus deliberately and wisely and consistently remind yourself of that focus, you will stay focused. It’s simple. This particular ritual may not help you swim the English Channel while towing a cruise ship with your hands tied together. But it may just help you leave the office feeling productive and successful.

And, at the end of the day, isn’t that a higher priority?

Excerpted from – Peter Bregman – How We work

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Manage Your Energy

Learning how to manage your energy goes along with the post I wrote a few days ago explaining the importance of knowing yourself and what works for you. Another part of that strategy is also knowing and managing your energy cycle, levels and preferences. Then the next step is figuring out how to use that knowledge to your advantage to help you work smarter, be more effective and have more free time.

Personal energy considerations:

  • Are you a morning person or a night owl?
  • Do you get a lunch time or mid-afternoon energy slump?
  • What is your optimal length of focus or work period? For some people it’s 30 minutes spurts with short breaks in between, for others it’s 60 or 90 minutes and for a rare few it’s 3 or 4 hours.
  • How often do you need to eat to maintain your concentration and energy? For health purposes you should eat every 3-4 hours, but perhaps a snack every 2 works better for you.
  • Does the type of food you eat matter? Perhaps pasta isn’t a good lunch if it makes you want to take a nap!

You may not know the answers to these questions and you are not alone. The best method to use to get a better “map” if you will of your energy cycle is to track your workday activities with energy notes for a week. You should already have some type of calendar that you use for work and/or home. Simply make brief notes as you go through your week about the type of task you are doing and how you are feeling each hour. When you look back at the end of the week, you will see a pattern that you can use to help you schedule tasks, meetings, breaks and other activities during the times that are more appropriate for you.

For example, I have discovered that I am a morning person and that my brain gets fuzzy late at night. However, when I first wake up it takes me a while to calm my mind and focus; it’s usually like a whirling vortex of ideas and task. This is not a good time for me to write a blog post or do project work. It is a great time for me to scan social media, read RSS feeds, answer quick emails (things that only need a few minutes focus) or alternatively to exercise which helps to calm my mind. My energy and focus “curve” slowly climbs throughout the morning and peaks late morning. So 10AM-12PM is great project/writing time. This is why I frequently get caught up in a project and do not want to stop to eat lunch. I will keep working until 1 or 2 some days and then I am starving. So, the lesson for me here is not only when to schedule high focus activities, but also to make sure I take a mid-morning break and have a good snack in case lunch is later. I am almost useless many days late afternoon, so I best get everything done before 3PM or else it has to wait until mid-evening. I do get another spurt of energy between 6-8PM, which I like to use for those household chores, being active with the kids or occasionally writing or other business tasks that I may not have time for during the traditional work day (i.e. finances, marketing, technology issues.) The other things I discovered are that I work better in 90 minute blocks of time (30 minutes is too disruptive for me) and that I need to eat every 2 – 3 hours.

To read more on the other Golden Rules of Productivity, click here.

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Brand Yourself as a Productive Person

Productivity is about more than getting things done. It is also about positioning, branding or marketing (whichever term you choose) yourself not only as a productive person, but as a dependable, responsible and hard-working professional.  You really want to build a reputation as a person or business who gets things done, who can be counted on and who is respectful of others efforts and time. You may not think about your demeanor, your communication or your business practices as being markers of productivity, but in the eyes of prospective customers, clients and colleagues they increase your competitive advantage. I may not be the most experienced in my field or arguably the most talented, but I certainly try to be the most reliable. That is one of my major differentiators along with my honesty which you are about to get a dose of.

I have to warn you, if you aren’t prepared for some professional coaching tough love, then stop reading now!

I have assembled a short list of those “best practices” that help me to determine whether I want to do business with a professional or their company.  They are compiled from years of dealing with professionals who I have witnessed or interacted with in professional, personal and volunteer situations.

  • If someone leaves you a voicemail, return it – It really doesn’t matter what form of communication you use to reply; what matters is that you do reply and in a timely manner (within 24 hours is dependable, 2 – 3 days is adequate and 1 week is poor, but better than nothing.) I once had a volunteer committee member tell me that she got my VM the week before, but did not call back because she didn’t know the answer to my question – I no longer work with her on my committee.
  • Leave a detailed message – This may be a subset of the prior practice, but phone tag drives me so nuts that I’m making it separate. Don’t just say “Call me,” say what you are calling about and what you need. This way the other person can be prepared with the necessary information for the return call and if a return voicemail is necessary, then the answer can be relayed in a message.  (Hint: I try to also leave in the message when the best time to reach me is.)
  • Finish your projects on time – Be reasonable in your estimated due dates and let the other party know if you cannot meet the deadline and the reason for the delay. Remember, under-promise and over-deliver.
  • Stay on top of your email – Clear your inbox every day (preferably by noon, though my goal is much earlier.) I get approx. 80 emails per day through several email accounts. About half of those are waiting for me when I open my inbox in the morning with a few being spam. I allow myself an hour to process those 35 – 40 emails and then the rest of the day I check my inbox every hour or two. Your volume or work schedule may be different, but you need to find a way to make it work. It is a terrible thing to have missed an opportunity or to be known as the person who never responds to their email. The time frame is the same or shorter than voicemail. Don’t make people send reminder emails; it is waste of time for both of you. If you have trouble with this; either you are getting too much email – unsubscribe to some newsletters (not this one of course) or delegate more (you probably don’t need to be copied on everything) or you don’t have an efficient way to process your inbox. (Hint: it is not meant to be storage.) If you need a refresher read, Get Control of Your Inbox.
  • Be very good at follow-up – When you have finished a project or completed follow – up actions, let the person who requested the work know that it’s done and if possible provide a brief summary. This may be as simple as a quick email just saying “This task is done” or it may be paragraph or bullet points describing what actions were taken and what was the end result. 

I would be glad to hear your comments on these practices of mine. Agree or disagree! One thing I know is that having a reputation for being Miss Reliable has paid off for me and may help you be more successful as well.

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Questions to Ask When Prioritizing

Prioritizing is an essential function of being productive in business – your own or your employer’s – and in life. It is an ongoing process that should never be static, but evolving and adapting to your situation, current goals and resources at hand. The mind process and outcomes will vary from person to person, but there are some fundamental questions that need to be answered.

Questions to ask when prioritizing:

How important is this task/project to my business, my employer or my life?

Is this task urgent or important?

Will completing this save me time in the long run?

Does this task have a deadline? And what are the consequences if I fail to meet that deadline?

Does this task affect others? Is someone else waiting on my response or action?

Will completing this task move me closer to business or personal goals?

Do I have readily available the resources necessary for completion?

Will completing this task save me money? Or cost me money if I wait?

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