Thursday, June 14, 2007

Ripple Spotlight - Maura Nevel Thomas Part 2

Here is part 2 of Maura Nevel Thomas' fantastic article. Hoepfully she may give you some insight as to how to manage your time so you can maximize your Ripples out there in the world!!!

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Admitedly, Outlook is not the most intuitive tool when it comes to productivity. It’s pretty easy to figure out how to send and receive an email, but beyond that most people struggle with how to take advantage of the features. And remember, it’s the SYSTEM that makes the biggest difference. So below I’ve listed some ideas to get you started on assembling your system and increasing your use of Outlook, and you can find more on my website at www.burgetave.com.

Cool Feature: Post in this Folder:

Why?

Let’s say you’re having a communication with someone over email about some subject, and you’ve created a folder for this topic where you file these emails so you have a record. But then at some point, one of you picks up the phone and you bring some issues to a conclusion verbally. Now your email record is incomplete. “Post in this Folder” is designed to accommodate exactly this situation.

How?

In any window in Outlook, clicking on the “New” button will bring a new item for that window. For example, in the email window, clicking on “New” will bring up a new email. However, in every Outlook window, there is a little drop-down arrow right beside the “New” button. If you click on this drop down arrow, you will see a list of your choices for a “new” item. First, click on the folder that contains the history of the email communication you want to add to. Then click on the drop down arrow beside the “New” button, and select “Post in this Folder.” Here you can add a subject and then the content of the conversation. When you click “post,” it will appear in the email list above the most recent message you’ve moved to that folder.

Color-Coding Your Calendar:

Why?

If you have outlined some goals for yourself, such as how many hours you’d like to spend in a week doing “x” (volunteering, exercising, billable hours, etc) than color coding your calendar items is a great way to see where you are out of alignment with your goals. For example, if you’ve decided to spend four hours each week volunteering, and you’ve coded the volunteer time on your calendar as blue, a quick glance at a weekly or monthly view will give you a sense of whether or not you’re reaching your goals in that area.

How?

First, in a calendar view, go to the “Edit” menu and click on “Label.” Jump to the bottom and click on “Edit Labels.” Here you can change Microsoft’s defaults to the words that work best for you. Resist the urge to color-code everything if it’s not an activity you care about measuring. It’s ok to have some color and let everything else be white. To color code a calendar event or appointment, open it, and the “Label” field should be sort of in the center, on the right side of the window. Here you can select the appropriate color.

Calendar vs. Tasks:

Why?

Why shouldn’t I put my to-do list, or at least some of it, on my calendar? Everyone is tempted to put the things they really want to do today, but don’t necessarily have to do today, on today’s calendar. And by the way, when I say “HAVE to do today,” I mean “if it doesn’t get done today then I can no longer do it.” Many things feel like you “have” to do them today, but in reality you could still do them tomorrow if they didn’t get done today. So resist the urge to put these on your calendar because if you don’t get them done today, you could forget to move them to tomorrow and then they will slip through the cracks and never get done. Sometimes this may not matter so much but sometimes this could become a catastrophe.

How?

Only put something on today’s calendar if you can no longer do it tomorrow, like meetings and appointments (these are usually things that involve other people). For those things that you really want to get done today, “today’s priorities,” I keep a very small wet-erase card on the workspace of my desk, and my rule is that it can never have more than five items on it. This is because five is a reasonable amount to expect to be a priority for a day. Anything else is not a priority for right this moment so it goes on my task list, with an appropriate due date, if necessary. After I’ve completed everything on my “priority” list, I erase them from the card and move to my task list to review all the hundreds of other “to-do’s” that are waiting for me (notice I am NOT holding these in my head or on random lists tucked in every corner of my life). The wet-erase card works better than a piece of paper because those little pieces of paper tend to multiply.

Email DOESN’T squeeze into your day like phone calls do

Why?

Most people treat email as one of those things that you just have to accommodate in your day, like the phone ringing or a co-worker stopping by your desk for an impromptu meeting. Here’s a newsflash: if email is one of your primary means of communication, you will NEVER get through your inbox by treating email this way. This is why most people have hundreds or thousands of emails in their inbox. Most have been at least glanced at, but not really dealt with, because you’re always pouncing on the “new messages.” If you are one of these people, I suggest that you are spending too much time being reactive, and not enough time being proactive. Finding the balance between being responsive, but not reactive, will give you a big boost to your productivity.

How?

Set aside time each day, perhaps an hour in the morning, and an hour in the afternoon, to read, respond, and dispatch (delete or file) email. The rest of the time, keep it closed (there are of course, some exceptions to this such as if you are in a highly reactive profession and email is the necessary communication tool).

Maura Thomas is the founder of Burget Avenue Management Services, a productivity training company in Austin, Texas. Burget Ave helps individuals and teams get things done more efficiently and with less stress. Learn more at www.burgetave.com.

2 comments:

jag said...

This stuff is brilliant! Yep, I am one of those who uses Outlook for email and calendar only - and I am very reactive. Thanks for sharing these great tips... I especially appreciate the "Why? / How?" format. Makes it immediately clear if it is relevant to me or not.

PAX,

Unknown said...

I get on average 300 emails a day (no...not spam, stuff I have to read and process) and have to be on top of my emails at all times. I have a BlackBerry which helps if there's a crisis going on. However what works, especially for those who work globally (multi-time zones) is this: Check emails at about 9:30 - 10:00 am and 3:00 pm. This ensures you get to something by lunch or by the end of the day. Then, for those working in a variety of time zones, check it once mid evening if you can so you know how to hit the floor running. From the recipient's point of view, they're getting a response fairly quickly and will back off and leave you alone.

The other thing I suggest for outgoing mail is to have a rating system for everyone involved. #1 is Critical. In other words drop everything and get to it now. #2 is urgent which means get to it by the end of the day and #3 is important which means by the end of the week. Anything else, well consider whether or not an email has to be sent at all. This drastically reduces numbers. Also attach history so you can delete all previous emails and have everything in one place so you don't have to search. Make it a policy.

That should help! Great post Steve...as always : )