Be Productive At Work

Maximize Your Home Office Productivity: Here’s How

Is your home office set up for you to maximize your efficiency? These days most of us have home offices. Sometimes it is where we work evenings and weekends or it is in addition to our main office. Other times we are in a home office full time. If so, are you making your day as productive as possible?

With 14+ million home-based small businesses in the United States, according to the SBA, maximizing productivity is critical. Most people do not maximize their home office for performance and give little consideration to areas that can make big differences. In a company environment, experts optimize layout, design and lighting among other things. But for those of us who have carved out an area in the home even small changes matter. Most people are not aware
of the changes that can made easily to improve their productivity.

Below are six areas that will help you improve your productivity in your home

1) Improve the lighting. This is, perhaps, the most important consideration. The best light is natural light from outside. If you are fortunate to have access to this light, place your desk in a spot that it takes advantage of this light source. However, not everyone is fortunate to have light streaming into the office and not every home office has overhead light. A task light directed over your work space works wonders especially on dark days. I had a CPA client whose home office was in her basement. Every time she worked there she felt dreary. Once we added a task lamp and a floor torchiere that spreads light across the room, the space opened up and she no longer struggled to read the numbers on her computer screen. All of a sudden she felt very differently about her “lower level” home office.

2) Set up a good workflow. A project often involves several steps that can be worked on simultaneously or in sequence. Think of the time wasted if you have to stand up and move across the room every time you need an important file that is part of a project. Think, too, about access to the technology equipment needed for the project such as a scanner, copy machine and computer. Good workflow depends on having the right tools and equipment at your fingertips.

While you’re at it, check periodically that your technology is up-to-date so you’re not wasting precious office time fixing it. It is frustrating – and a bit  scary — when a computer crashes and there is a possibility of losing data.  Or, what if you need to scan information for an important case and your scanner is acting up? Do you have an IT person you can count on?

3) Pare down desk items. Keep the items on your desk basic and within easy reach: phone, computer, possibly an extra monitor, a picture or two of the family, essential supplies and the project you’re working on. Everything else is a distraction. We waste 55 minutes a day, according to The Wall Street Journal, looking for documents we know we own. That is a lot of time that could have been used productively.

4) Muffle noise from other rooms. Take a hint from psychiatrists and invest in a machine that makes white noise. Not only will it improve your concentration, but will mask the sound of a dog barking when you are on an important call.

5) Evaluate your office chair. Is it comfortable? A poorly-fitting chair can cause back pain which is a serious issue and one reason that people miss work. According to The American Academy Of Family Physicians, half of the working population suffers from back pain every year and 90% of adults experience it some time in their lives. A desk chair should be ergonomically correct so that the computer screen is in the right position along with the arm height and wrists.

6) Pay attention to aesthetics. They matter. Recently I was in an office where there were attractive pictures on the wall and calming paint colors. I commented on the good-looking office. The office owner told me how proud she is of her office and how it positively affects her mood. If your walls are all-white, perhaps it is time for a change. An interesting shade of paint and a few decorative art pieces make a big difference and do not have to be expensive.

Did you identify one or perhaps two areas that you could change in your own home office? If so, it’s time to upgrade your office so it will be a place where you enjoy working. If you like your environment, I guarantee that your productivity will improve.

Please reply to this blog and let me know what you plan to do to maximize your productivity in your home office.

How Mindful Are You?

In this day and age of busy-ness and multiple distractions, mindfulness has come into common usage as an antidote to scattered minds. Time Magazine, The New York Times, Forbes and many other well-respected publications often extol the reasons for their readers to learn more about this hot new buzzword. “Many corporations and employees are also realizing that the benefits of mindfulness practices can be dramatic,” reports The Huffington Post. Well-known companies such as Google, LinkedIn, and General Mills, are starting to provide mindfulness training to their employees because they understand that mindfulness reduces stress and allows employees to acknowledge their emotions, to stay in the present, and to remain productive.

What exactly is mindfulness? Neuroscientists define it as paying close attention to what is happening around you so that you are open to new opportunities and new ideas. Dr. Daniel Siegel, a professor at UCLA, describes mindfulness as simply the opposite of mindlessness. “It’s our ability to pause before we react,” says Siegel. “It gives us the space of mind in which we can consider various options and then choose the most appropriate ones.”

Most of us focus on ourselves and often lose track of what is around us. It is easy to do, given the hours spent on email and the temptations of social media, but this inner focus does not lead to greater productivity. Unfortunately, it often leads to more stress. The examples below happen all the time:

Example #1: You walk into your office and immediately turn on your computer to download email. An hour later you are not even close to done and then you remember that the project due today has not yet been touched. Had you been mindful when you walked in the door, you would have planned your day carefully. The email check would have waited until the important project was sent off. Using mindfulness gives people more control over the day.

Example #2: You are in a meeting and strongly disagree with a colleague. Both of you leave in a huff. Here is where practicing mindfulness is invaluable. By acknowledging your feelings, you now become an observer. It takes the sting out of the strong reaction you have just experienced and provides a calming effect. You can “see” your feelings but not be “undone” by them. Without the emotional baggage, it is easier to communicate with your colleague and stay productive that day, instead of angry.
Example #3: You are back in the meeting but only in body because you are thinking about something else. Join the ranks of people (virtually all of us) who are not in the present. With this mindset, it is unlikely that you will benefit from the meeting nor will you contribute to it. On the other hand, good things happen when you pay attention and are engaged — you are more likely to provide valuable input because you are in the present and paying attention.

Here’s the good news: most of us have the ability to be mindful. Fortunately, this skill can be developed — the more you activate it, the more mindful you become. However, it requires work to become a habit. The benefits are worth it:
• It is easier to process information at a higher cognitive level because there is less stress getting in the way of clear thinking.
• It changes the way you react to everyday occurrences because you have time to pause before acting.
• It helps eliminate distractions by acknowledging them and moving on.
• It supports overall health and well-being due to less stress.
• It improves productivity.

Seven actions to improve your mindfulness:

1) Stay alert. Ask questions. Listen actively, gathering insights and perspectives from other people. Dr. Daniel Goleman in “Focus” says that “This active engagement leads to smarter questions, better learning and a more positive early warning radar for coming changes.”
2) Let go of judgments by resisting assumptions and not coming to premature conclusions.
3) Wait before acting. Give yourself time to observe and think.
4) Identify your emotions and label them. It is not always easy to describe to yourself what you are feeling but, when you do, you will have better control over them. The feelings will be easier to regulate and to put aside.
5) Inhibit the emotion. Once you are aware of your feelings, stop them from interfering. Push them away. Otherwise, it is difficult to return to your current activity. Do not allow them to take over.
6) Maintain your focus on one thing only. Consciously put other thoughts out of your mind.
7) Take mini-breaks throughout the day to give your brain time to rest. Switch to easier, less cognitive tasks, take a quick walk outside and enjoy a short lunch break.

By practicing mindfulness and paying attention on purpose, you can become more efficient, more focused and more productive. Why not give it a try? Let me know what happens when you do.

Should I Upgrade to Microsoft Windows 10?

The long-awaited Windows 10 just launched with lots of fanfare. Almost everyone with Windows will be eligible to upgrade without charge. The roll-out will occur in waves which turns out to be a big plus for all future Windows 10 users. Unless you want to be a tester, sit back and wait a bit.

Reviewers give Windows 10 high marks. They describe the new Operating System as combining the best of all worlds – the features that Windows 7 users care about (such as the Start Menu) plus new, modern features (such as Cortana, Microsoft’s version of Siri). Many of us are familiar with these features because they are currently in use on the tablets and smartphones we can’t live without. The problems Windows 8 users encountered are gone.

Why consider Windows 10?
• It’s a desktop-focused interface for PCs meaning that the screen menus, icons, keyboard shortcuts, mouse, touch, pen, command language and physical buttons are all there.
• The new System includes more tablet and smartphone features. In fact, the desktop is similar to a tablet or smartphone although it is possible to default to the familiar Windows screen.
• It’s easier to use than Windows 8 which focused heavily on touch.
• Cortana, Window’s version of Siri, is readily available and particularly useful in searching.
• There are “universal apps” allowing many new apps to run on the desktop. The apps show up in a single list when the Start Menu appears and includes apps that are updated such as the weather and news.
• Tablets and mobile devices have special interfaces with smooth transitions.
• New features like Task View and virtual desktops will help keep programs organized no matter how many are kept open.
• Upgrading to Windows 10 will be easy; an icon will pop up on your PC.
• The program starts faster, according to Microsoft.
• Can be used by touch and mouse or voice, pen or gesture.

If you are currently are using Windows 8.1, you may have more incentive to upgrade sooner rather than later. For one thing, instead of having to swipe the screen away with your finger, you can drag it away with the mouse. There are still live tiles but they can be easily removed and there are universal apps which can run in Windows on the desktop unlike Windows 8. And, the Start Menu is back.

If you are a Windows 7 user, you may be satisfied with the system you have and will want to take your time to ensure that as many bugs as possible have been fixed before you commit to Windows 10 . You have a year to take advantage of the offer, to get the thoughts of others who have already made the switch, and make sure that there are no issues related to your particular laptop model.

Below are a few tips to make the transition go smoothly:

Before upgrading:
• Back up your computer. That way you can always revert back to what it was before you updated to Windows 10 if anything goes wrong during the installation.
• Consider the possibility of installing Windows 10 on a spare computer, if one is available, as a first step.
• Watch for the pop-up telling you that Windows 10 is ready to be installed (although it can be installed any time). Delaying gives Microsoft time to make sure that the program is compatible with your machine.

After upgrading:
• Block out time on your calendar to take an on-line tutorial and become familiar with the new System. Read the reviews and try out the new features with an open mind.
• Get to know the System before you make a decision to go back to Windows 7 or 8. You can always uninstall the new version if you change your mind and decide that you prefer the previous version.

Which Is Better – Hand-Written Notes or Digital Ones?

Take a look around you the next time you’re sitting in a meeting. You’ll mostly see tablets and laptops and maybe a smart phone or two. This trend to rely on an electronic device for note-taking in a meeting, seminar, conference (or anywhere else) does not appear to be slowing down. The days of taking notes using an old-fashioned notebook or lined notepad seems to be fast disappearing.

Compare that to taking hand-written notes and deciding what to do with the notes after the session and you are back at your desk. What happens to the notes? If you are like most people, you toss them onto a stack of paper on the desk or credenza because you have no idea where else to park them. And that’s where they stay. However, with a tablet or computer, the notes will not be lost, especially if they are electronically tagged. There is definitely less paper clutter.

Moving the notes to the Cloud with programs such as Dropbox and Google Docs is another reason to take electronic notes. These programs are reliable, excellent storage spots and the data are safe. Coffee won’t spill on the pages.

A final reason to opt for electronic devices is that most people type faster than they write (unless you peck away) so electronic notes contain more information than the hand-written versions. We’ll soon see, however, that typing quickly and efficiently is not as much of an asset as we might think.

With all of these “pluses” for taking notes on electronic devices, experiments in June, 2014 showed that hand-writing notes wins hands down (pardon the pun) over a tablet or computer. Researchers Pam Mueller and Daniel Oppenheimer* learned that students who write out everything by hand actually learn better. They remember more details, process and understand the material better and can explain it better. Even though hand note takers end up with fewer notes because they cannot write as fast as they type, they still integrate the information better.

How could that be? Quite simply, the learning process is different. Writing by hand requires the note taker to put the content into his/her own words. That requires listening closely to the material presented, translating the information so it is personally meaningful, and capturing the intent of the speaker. Hand writing notes requires the brain to pay attention, stay focused and interpret the meaning of the words. Even after a period of time, hand note-takers retain more. This action is far more effort than simply typing the words without filtering them which is why better learning takes place among people who hand-write their notes. There are many cues that help the reader remember what was said such as the way the content is worded, the use of short-hand symbols and conclusions the note-taker draws while actively listening. These cues are not evident from electronic notes.

On an electronic device, something else happens: the note-taker is easily distracted by new email pings, texts and the urge to surf the web. Even though the note-taker is listening, he/she is multitasking and not paying complete attention. Some of the information will not be captured. How can it be when your mind is switching back and forth from task to task?
And, finally, while electronic note-takers have less of an incentive to look at their notes once they are filed away, manual note-takers often have a different point-of-view. They refer back to their notes to organize and review them and perhaps even rewrite them more coherently. The act of rewriting means focusing on the material again. Learning occurs each time the notes are read. In fact, neuroscientists have discovered that an area of the brain called the Reticular Activating System (RAS) lights up and activates learning.

In summary …
… if you prefer taking notes by hand and didn’t understand why, it now may be clear why you resisted the urge all this time to follow the lead of your co-workers and use an electronic device.
… If you currently take notes with a tablet or computer, try showing up for your next meeting or conference with a low-tech notebook or notepad.

You may be very pleased with how much you remember just by hand-writing the meeting or conference notes. That plain old white pad will help you focus on what’s happening at the meeting. You’ll walk out of the meeting understanding exactly what happened and what you need to do to follow up. Your co-workers may not be so fortunate and may even look to you for guidance. Go ahead – it’s OK. Let them in on the hand-writing secret.

*Scientific American 6/3/14.

Everything You Want to Know About Meetings …

Do meetings play an important role in a company? According to Al Pittampalli, author and expert on meetings, “Meetings are the lifeblood of the organization. They’re the place where we make the most important decisions, express the most important matters of the day.” But he admits that meetings can be a huge waste of time and that it spreads out responsibility so that critical decisions tend to be put off.

Is the meeting necessary?  This is the very first question to ask. Employees’ schedules are jam packed and meetings are expensive for the company. So before planning a meeting, ask yourself:

  1. Can participants receive the information as effectively another way? Would email work?
  2. If you need to disseminate information, can you do it by email? By phone? Can people submit their ideas in writing?

If you are invited to a meeting, consider whether you are able to contribute to the meeting and have an active role. If not, excuse yourself from the meeting, if that is possible.

Would you believe that the people leading the meetings are often the biggest hindrance? Most meetings are not run well, although the people running them would be surprised to know that participants are not happy. Letting your boss know that he/she is doing a poor job handling the meeting probably would not go over well. So, forget that strategy unless you have a very open-minded boss.

How much time do employees spend in meetings? If meetings took a small amount of time, then perhaps, just maybe, the time inefficiencies could be overlooked. But that is hardly the case – meetings are a huge chunk of many days. Senior executives spend over half of their time in meetings (an average 28 hours per week!). Middle managers also do not fare well, devoting over 40% of a 50-hour work week sitting in meetings for 21 hours weekly. A British study of 1,000 employees concluded that employees considered more than half of that time wasted and that meetings are their biggest time waster.

What is the ideal number of people attending a meeting? Six or less according to the Wharton School of Business. More than that and productivity per person declines. Often cliques and sub-teams with their own agendas form and some people find it easy to coast. For a small project, two or three people can often accomplish the job.

What days are good to hold meetings? Not Monday (too soon after the weekend and people are still recuperating) and definitely not Friday (too close to the upcoming weekend). That leaves Tuesday, Wednesday and Thursday – all good days. Another plus is that there is time for follow up from the meeting.

What times are best to hold a meeting? Energy levels are at their best between 10 and noon. Not recommended: first thing in the morning when people are just arriving at the office. They may need to plan out the day, finish a project from yesterday or complete a task right away. In the late afternoon people are tired and ready to go home.

What types of meetings are best? Collaboration is highest when people are face-to-face either in the same room talking and looking at one another or standing up. On your feet meetings work particularly well because attendees are focused on the issues and eager for the meeting to be over so they can sit back down. Phone and teleconference meetings may be necessary particularly when distance is an issue. Email meetings are not advised.

As meeting expert Al Pittampalli points out, meetings can serve an important purpose. The next time you call a meeting to work on a project remember to …

… Plan the meeting without your boss (if possible)

… Invite 6 or fewer people

… Reserve a conference room for a Tuesday, Wednesday or Thursday

… Call the meeting for 10 or 11am

… And keep the meeting under an hour

Do Digital Notebook Apps Help Keep You Organized?

There are many pluses to a digital notebook app such as Evernote or OneNote. When I first started writing about these apps I considered adding the reasons not to use an app but I could not come up with any. That struck me as pretty amazing and is because most everyone needs one, whether you are technologically literate or stick to the basics. While there are several digital notebook apps on the market, Evernote and OneNote are the most well-known and the ones with which you are most likely familiar. Neither one is “better” than the other.

Recently I published a newsletter on this subject and a reader asked how she would use this type of app. She currently uses her iphone for to-do lists and miscellaneous information but knows that there are advantages to these apps. She is absolutely correct.

Think of a digital app as a notebook similar to the ones used in school. A colleague recently mentioned that she is happy using a three-ring binder to keep track of her daily workout regimen, the books she reads and the movies she wants to see. It’s great that this system works for her but it’s not for everyone. Others prefer an electronic version. That is where digital apps fit in.

The basic premise of a digital notebook app is simple — you create notes which you can then group together in a notebook, similar to the format of a paper notebook. For example, let’s say you decide to keep client information in a digital notebook app. All you need to do is to create a note for each client. Then collect the client notes in a notebook, if you desire. One advantage of digital notebook apps is that they are flexible, allowing you to move around notes and organize them any way you please. Bottom line: the information you collect is stored all together in a specific spot not in various locations on your computer.

The best feature is that the note you enter is automatically synced to all your devices. If you need to access a note you entered on your computer, it is also available on your phone or tablet. This feature alone will come in handy more times than you can count.

After the note is written, you can add one-word tags describing the contents, making the note easy to find. These programs deserve kudos for their accurate search capabilities.

And let’s not forget that the data is stored in the cloud. As devastating as a computer crash is, it will not affect the data on your electronic digital device. That’s a comforting thought.

The apps work equally well for personal and business.

On the personal side, has this happened to you? A trusted friend gives you the phone number of a house painter but you have no idea where to store it until you need it. There is a good chance you may lose the number before you need it. However, adding it as a digital note in a notebook means that now you can feel comfortable discarding the extra piece of paper. Other ways to use this app personally are to write journal entries, save flights and hotels for your next trip, list doctor appointments or keep track of medications. You can even download and listen to a favorite song from YouTube.

On the business side, how many times have you seen an article (or a section of the article) on the internet that you’d like to save for future use? These apps make it possible to “snip” data from the web, manage projects, encrypt important documents such as passwords and confidential client information and write notes in a meeting. The list is endless. One of my favorite uses is jotting notes on the go such as a book that a friend recommends.

Are these apps free? Yes, although they offer premium editions with extra features. My suggestion: get to know the free programs first and then decide whether you need or want the extra features.

If you are not already using this powerful technology tool or are not taking advantage of its power to help you stay organized, I highly recommend it. When you start using this app or when you increase the types of things you use it for, you will definitely appreciate the benefits of a digital notebook app.

P.S. A newsletter reader did mention a downside to these apps — they do not have an alarm to remind you at a particular time. Most of us depend on reminders to keep us on track and it means that we have to set a reminder on Outlook or on our phone for a specific time.

Tips for an Effective Meeting


Is it acceptable to start a meeting on time even if people are late? The answer is usually yes. If attendees know a meeting will not start on time, they may be purposely late.  They may take advantage of the “extra time” they now have to make a last-minute phone call or write a quick email. By waiting for the latecomers you are tacitly giving them permission to arrive whenever they choose. Even beginning 10 minutes late is wasted time for the on-time attendees and the company.

Let’s not allow the late-to-the-meeting attendees to get the upper hand. Have you ever thought about giving an incentive for people to arrive on time? There may be hope after all for the people who are ready to start at the appointed hour. Snacks and/or drinks definitely help!

There are other ways to encourage people not to be tardy. Try emailing everyone attending the meeting a few days ahead requesting that they please arrive on time. Or, remind them a few times as the day gets closer (just like an Evite). Perhaps stop by the offices of people you know are often late and remind them that it is rude to make others wait for them.

Or move the meeting to a different location.  An attorney told me that he did just that with a staff member who consistently showed up late. At the beginning of the meeting, the attorney invited everyone to a nearby coffee shop. Over drinks, they held the meeting. Imagine the surprise on the late person’s face when he saw everyone hard at work and also enjoying their favorite beverages. He got the hint. The attorney acknowledged the late-to-the-meeting person and suggested that he ask another meeting attendee to fill  in later on what he missed. Now, that’s a creative way to motivate people to arrive on time!

Here are tips to handle the meeting smoothly:

Include everyone in the discussion. Use a stopwatch and allow everyone two minutes to express an opinion on the proposal being discussed. Follow up with one minute for questions and answers. Try a round robin so everyone contributes. Often, people who hesitate to speak in front of the group end up making excellent contributions. Or, ask quiet people ahead of time for a specific contribution.

Take accurate, detailed minutes. Sometimes decisions are made at meetings and no one remembers why a few short months later. Good notes are often a life-saver because they remind everyone what was decided and why. It also makes it easy for new hires and those just promoted to catch up on a specific topic quickly.

At the beginning of the meeting (or beforehand), appoint a person to take notes that will include the names of the people responsible, the specific action and due dates. I even highlight the person’s name so that he/she can easily transfer the action items to their task list. If the meeting is important – and long – consider recording it with audio or video to ensure that no important information is lost.

Another possibility now available is to use tools such as SubEthaEdit or EtherPad. These apps allow multiple people to edit and collaborate on the meeting notes simultaneously. Everyone will stay engaged in the meeting and no one needs to spend time writing up the meeting notes because they are completed by the time the meeting is over. This is a good idea as long as people do not lose focus on the discussion and become too distracted by the note-taking.

Stay on track. Stick to the agenda and follow the estimated time allocation for each item; that will make it easy to identify issues that are dragging on longer than necessary. Keep the meeting moving and use the agenda as a roadmap – it is particularly handy if the discussion veers off-course. If that happens, try and stop the tangent right away. Otherwise, before you know it, the meeting has been derailed and is moving in an unplanned direction. Assign a committee to iron out details, if necessary.

Use meetings to discuss, maybe even argue as long as it is done fairly. It is ideas that are being discussed. The point is not to personally attack other people in the meeting.

End on time (high marks for this). Conclude a 60 minute meeting in 50 minutes and watch everyone’s face light up. That will give people an extra 10 minutes to get somewhere else or prepare for something coming up. And, they will be more likely to attend other meetings if they know their time is valued. If the meeting goes over the allotted time, the take-away message is that their time is not important. Meetings often run longer than they need to says Steven Rogelberg who teaches industrial/organizational psychology at UNC. He attributes it to Parkinsons Law that tasks last as long as the time allotted. So, if the meeting is planned for an hour, then it will take an hour.

After the meeting: Distribute the minutes asap. The person responsible for the minutes should file them  in a location (preferably electronic) where they are readily accessible. Keep track of the tasks in your planner or task list and follow up with the individuals who were assigned the tasks to make sure they are completed.

Running an effective meeting takes planning and organization but is definitely worth it. The meeting will go more smoothly and the outcome is likely to be better. Give these tips a try!






Start Meetings on Time With Everyone Present

It is frustrating to be on time for a meeting and then sit and wait for the stragglers. Whether those stragglers have had a genuine emergency or are simply exerting their power over the group, the punctual attendees are punished and the tardy ones are rewarded. One client told me: “I have to wait and make small talk with the rest while we wait for the ‘power trip’ guy to show up.”

Let’s not allow the late-to-the-meeting people to get the upper hand. There may be hope after all for the on-timers. The next time you are in charge of a meeting, think about trying a few of these ideas to help round up everyone in the same room at the same time.

Before the meeting send a meeting invitation through Microsoft Outlook or Google Calendar. Include an agenda listing the topics, the persons responsible, and the time people will be presenting. Put late offenders at the beginning of the agenda. Include these words on the meeting invitation: Please note that this meeting will begin and end on time.

Confirm the meeting by email a day or two prior to the meeting. Remind participants about the purpose and anticipated outcomes of the meeting and what they will be contributing. Set up a tardiness fine of $1 for every minute a person is late and specify that the money will be donated to charity. Mention this in advance so no one will be caught off guard. Another technique that a client shared is that she gives people points ranging from ½ to 2 points depending on how late they are to the meeting. If they miss the meeting altogether, they receive 3 points. Altogether, they are allowed five points; after that they are disinvited to the meeting.

Provide a limited number of snacks at the meeting. A friend shared with me how he insures that people show up for his meetings on time: “I found a strategy that worked with one group of doctors: I brought too few donuts to each meeting. It took the group a couple of months to realize that when they came late there was no food. I never said anything to the group, but it worked.”

Start the meeting on time. Why should those who are on time be penalized? Despite what the latecomers may think, no one has time to spare. Do not count people being on time if they walk into the meeting room, put down their stuff, and leave to get coffee. They are still late if they do not return before the scheduled start time. Continue the meeting even as latecomers enter the room. Acknowledge them with a nod and keep going. There is no need to review what had been discussed before their arrival. There is no need to reschedule the meeting if people, especially the key players, do not show up.

Lock the door two minutes after the start time. Employees at a high-tech company in California started to do this so their boss would get the idea that his late arrival was not appreciated. Of course, they opened the door when the boss knocked. While this radical approach is not for every boss he/she will get the idea quickly.

End the meeting on time. This sends a clear message that you are respectful of people’s time. If you are running over, discuss with the group ways to handle the issues that will not be discussed due to lack of time. Often it helps to form a subcommittee to look into an issue and report back to the group. Oh and don’t forget to thank the persons who donated money because they were late.

After the meeting set a time to talk with your boss if he/she is always late. Meet with her at another time. Ask her opinion about starting the meeting without her. Check if a different time would fit the boss’ schedule better so she could be there at the start of the meeting. What if the subordinate is always late? Speak to the subordinate privately and try to find out why the person is chronically late for meetings. Explore how you can help and the types of resources that would be beneficial. Maybe a time management class or maybe, ahem, a productivity specialist can help. Warn the person first if he continues to be tardy for meetings; if the situation does not improve, you may need to initiate a performance improvement plan.

Make the Most of Every Meeting!

If only businesses put time and energy into training executives to maximize meeting time and make them as productive as possible! Unfortunately, that’s not the way it works. Meetings have a bad reputation, often deserved. Very little is accomplished and attendees often walk away annoyed (or even angry) that they wasted valuable time. They’re not the only ones who squandered their time and resources. Companies fare no better. It’s a financial and time drain to tie up people in a room for any length of time.

On the other hand, if handled correctly, meetings serve an important function and are often key to the success of a company. They are an ideal time to brainstorm and make collaborative decisions. And that’s not all – meetings provide a forum where strategies are formulated and decisions are made on how to achieve them. By setting goals and establishing the outcome ahead of time, a meeting can function at a high level and be productive. Meeting attendees will feel appreciated and the company benefits from the high level thinking and the creativity resulting from the meeting.

Would you like to know how to set up your next meeting for success?  Here are several tips:

Invite the people who count. Meeting organizers tend to invite more people than necessary out of concern that they do not want to exclude anyone and hurt their feelings. But best practices advise otherwise — the fewer people, the better. Keep the meeting small, inviting only those who can help accomplish the meeting’s goals. Usually these are the key decision makers who will help ensure the success of the meeting. The one exception is when opinions are needed. Then, a larger group may be better. (Bloomberg BusinessWeek)

Bring in the group that can accomplish the task. Once key decisions have been made, it makes sense to bring in a larger group to be introduced to the strategy. This can be as many as 25-40 participants. Once everyone is familiar with the assignment, the group can break into teams and execute the ideas.

Create an agenda. It sets the tone for the meeting. Meeting attendees are more likely to take the meeting seriously when they know the planning behind it. They also are more likely to be active participants. Suggestion: before the meeting, ask attendees for discussion points to make sure that their pertinent points are discussed and to gain their buy in.

Send the agenda and material you want read ahead of time and as early as possible. Be clear about location, date, time and objective of the meeting. Use specific verbs. For example, instead of discussing next year’s trade shows, make the agenda item measurable and specific such as: “choose three trade shows.” Do you want participants to read additional material before the meeting? Tell them so they will have a chance to prepare, thereby reducing wasted time during the meeting. If the meeting is short, skip the attachment and include the agenda in the email. Even if the documents are not thoroughly read, meeting attendees will probably scan the agenda while the email is open whereas they are less likely to click on an attachment.

Start the meeting on time. When a meeting starts late it is usually because attendees – often decision makers — are not on time. Now everyone’s schedule is thrown off.

Use the agenda as a roadmap to stay on track. Do not ignore it. Refer to it throughout the meeting, especially if someone brings up an item that is not on the agenda. When a meeting attendee goes off-topic, the person running the meeting needs to take charge of the situation immediately. Tip: Schedule the most important items first when meeting attendees tend to pay closer attention.

Allocate a specific amount of time to each agenda item. This will help keep the meeting moving and will prevent subjects from dragging on longer than they should. Does this mean you can never discuss something that is not on the agenda? No, but it is an opportunity to stop the discussion and refer to the purpose of the meeting. Ask if the topic should be discussed now or perhaps should be tabled for another time. With an agenda, it will be obvious where to pick up if the meeting does become side-tracked.

Before moving on to the next agenda item, make sure that the topic has been sufficiently covered. Ask if there are additional comments before closing out the subject. Attendees will feel that their thoughts are appreciated.

End the meeting on time. If not, meeting attendees will be very unhappy — now they have to scramble to recover lost time and get back on track to accomplish the tasks they set out to do that day. Nor does the company fare well. Just imagine the cost of bringing together several executives for an hour’s time!

Your meetings will be successful and productive (and attendees will be most appreciative) if you follow these suggestions: 1) invite key executives who will make decisions; 2) create a clear agenda with times allocated to each topic; 3) start the meeting on time; 4) stick to the topics and 5) end the meeting when you say you will.


How to Achieve Your New Year’s Goals

Now that we’re approaching the end of the year, it is the perfect time to talk about goals which are top-of-mind for many of us. A new year and new goals go together. If you are a member of the 12% Club (people who actually stick to their resolutions), there is no need to read further. Congratulations on achieving your 2014 goals.

But for those of us who do not have goals or who did not reach them this past year, this post is for you. Why do so many of us not accomplish goals? There are a lot of reasons. Can you relate to a few of these?

  1. Long-term goals are particularly difficult to imagine. It is hard to know what to do to achieve them.
  2. Long-term goals may be off-putting, aspirational and beyond our reach. Here’s an example of a pretty lofty goal: I will grow my company to become an industry leader in two years. That’s very impressive but feels like it may be difficult to make happen. (To make you feel better, often these types of goals are created by executives who have spent days, maybe weeks, formulating them.)
  3. Often goals are vague. “Do your best” has a sincere ring to it but it is not specific enough. Unfortunately, few people bother with heavy-duty planning and coordination because they lack “glamour”.
  4. The timing may be wrong. At another time, the goal may have been accomplished. Just not now.
  5. The bar may not be set for the right “zone”. If it is too low, our efforts might stop too early. Too high and we may give up altogether.
  6. Our motivation fluctuates from day to day and is not at all dependable.
  7. The brain resists change and often sabotages our efforts.
  8. We may lack motivation – the Why. Without a burning desire to achieve the goal, it is easy to fall victim to distractions and competing priorities.

Now that we know why a goal may not succeed, are you wondering if it’s worth bothering to create and pursue them in the upcoming year? The answer is yes and here are some of the reasons why.

  • Goals give us purpose. We function better knowing that we need to meet important goals that we have personally set. There are many different types of goals – professional, personal, family and health, to name a few.
  • Goals keep us motivated and moving toward the end result, especially when we practice focus to stay on track says Daniel Goleman, author of “Focus”. By zoning in on what is important, we are able to stay on task long enough to achieve the goal.
  • Goals turn a vision into a reality. Forget day dreaming. And “someday maybe” doesn’t count either. Goals need specific criteria.
  • Goals give us an end point which can be used for measuring progress.

Imagine a spectrum. On one end are long-term goals and at the other end are shorter-term goals. Both have merit. Becoming an industry leader in two years is a long-term goal while achieving 10% more in sales in three months is at the opposite end. Small and shorter goals are just as worthy as longer term goals and may be easier to make.

The secret for achieving any goal – long or short – is to list each task. (another word for a to-do.) Some goals consist of two tasks whiles others may have twenty or more. Even daunting goals with many tasks will feel more achievable. Once all of the tasks are listed (either on paper or electronically), we can prioritize them. As each task is completed, check it off. (A great feeling!) You can chip away at a goal this way, one task at a time. Or, think of it as one bite of the elephant at a time. If, at any point you are unsure what to do next, refer back to the goal and the list of tasks to help you prioritize. The decision will be a lot easier.

By tackling a goal one step at a time, you will be able to manage your time so you can reach any type of goal. When you plan your day, decide the three most important tasks that must be done. At least one of these tasks should be related to your goal. Eventually, these small, doable tasks will help you reach the goal you’ve set out to accomplish.

When we work on these tasks neuroscientists call this “goal pursuit” — the process of creating and going after the goal. It is the journey – accomplishing the small tasks — that counts. Without a commitment to the journey, the goal can be lost. How easy it is to become derailed along the way!

Achieving a goal is a satisfying experience and well worth the hard work.  Have you decided which goals you are going to pursue in 2015?