Be Productive At Work

How to Make the Most of Holiday Time

The next six weeks will be filled with parties, concerts and events. Some of them are obligatory — you may not want to attend your office party but must show up with a smile on your face. But you may be looking forward to your child’s concert at school and annual soirees with friends. Many people consider this period of time at work to be unproductive. Between late-night parties, holiday lunches and gift-swapping in the office, most are not focusing as intently on the business. In fact, many business people consider this period of time to be pretty unproductive.

Unless you do not plan on showing up between Thanksgiving and New Years, there is still work that needs attending to although, admittedly, your work load may be lighter. Your firm’s 2015 business plans have been completed and are ready for action starting in January. With fewer of your colleagues in the office, there are fewer meetings, fewer reports due and fewer tasks that require your immediate attention. Clients may be on vacation or spending less time in the office so they may be less demanding.

You have a choice. You can “float” through this period and pay minimal attention to work or decide that you’ll use this down time productively. There are a host of opportunities available. It is just a matter of deciding if you want to take this course of action. Why not? Think of the projects that you have put off because you have not had the time. This is your chance to get to them. Some of these projects can help you reach your goals. By starting them now, you will likely have fewer interruptions and a greater chance to complete them than during the year when more urgent tasks and to-dos come up and derail you.

What are examples of projects that you may want to tackle now? How about researching an area that may prove profitable for your company? How about exploring new ideas? You have a list but you never have time to explore them. Or perhaps you want to learn a skill that will improve your performance at work such as the task feature in Microsoft Outlook or how to use Evernote. It is frustrating not to know these features but, without the time to explore the tasks function or how to navigate Evernote, you have had to make do. Here is the opportunity you have been waiting for all year. Taking a class at a school or an on-line video tutorial from a company such as Lynda.com requires time, energy and focus … and now you have it!

I would be remiss if I did not mention that this is a perfect time to get organized. If your office is piled high with paper, why not go through the stacks and decide if you can live without some of them. Most likely the answer is a resounding ‘yes’! Our clients often print out duplicates of documents because they can not find it on their desk (even though they know it’s there somewhere). Their first response is to reprint it. Ask yourself if you need it or would be able to get it again. Probably not although there are still a few documents that we need to hold onto. Often there are legal papers such as contracts. If another person in the company issued the document, then it’s likely that person will have the original copy. If you need to keep a document, decide where its home should be — on your desk (if you are actively working on it), in a filing cabinet, on your computer as an electronic file?

Once the paper clutter is reined in, it’s time to focus on the electronic clutter which may be more serious than the paper clutter. If files are scattered about without any rhyme or reason, take time now to figure out where each document belongs. Once the new year begins, this project will unlikely take precedence over urgent ones.

While you are organizing your office, there may be other things that you can do to improve its functionality. What tools might make it easier to stay organized — a whiteboard for mapping, wall files that can keep your folders handy, a second monitor? You might take a look around the office for ideas or browse the The Container Store or an office supply store. You could even ask your colleagues what organizing tools they like the best.

Have I convinced you yet to take advantage of this holiday time to do something different and still stay productive? Without having to spend all of your time on urgent, important projects, you can focus on other areas in your work and professional life that are also meaningful.

 

Handy Microsoft Outlook Tips

Drag and Drop

Of all of the amazing features in Outlook, Drag and Drop is among the very best. It is a very simple way to reduce email volume and a huge time saver for organizing information in your inbox. No longer do you need to scroll through a long email list to find the one that needs to have an answer right away. Some people drag and drop their email into folders but this feature can be used far more widely than that. In the training seminars I give I teach people how to move email from the inbox into the calendar, tasks, contacts and notes.

Here’s how:

  1. Open Outlook and go to your inbox.
  1. Find an email that you want to move to a Folder, Task, Appointment, Contact or Note.
  2. Put your mouse pointer directly on the email you want to move and press left button. Keep holding it while moving the email to the bottom of the Navigation Pane on the left side of the screen.
  3. When you get to the place you want to move the email, release the mouse button.
  4. (Note: you can use the right side of the mouse as well. It will give you a choice to copy or move.)

If you drag and drop the email onto the Calendar icon, the email subject will automatically be the subject of the appointment although you can easily change it. Note that the email will be in the body of the appointment for easy reference. Add a date, start and end time for the appointment and location (if desired) and save.

If you drag and drop the email onto the Contacts icon, just click save and you will have created a new contact.

If you drag and drop the email onto the Tasks icon, the subject will be the same as the email (although it can be changed). Fill in the start and due date. (You can also fill in the status and priority if desired). A reminder can also be added. The original email will be in the section below.

It’s that easy! Give it a try today.

Quick Steps (for 2010)

Introduced in 2010, this feature allows you to quickly manage any email by using shortcuts. You can do in one click what ordinarily might take several clicks. Each Quick Step can be customized and used on a daily basis. For example: you can move an email to a specific folder and mark it as read. Or you can forward an email. My favorite Quick Step is to reply and delete. With one click both steps are accomplished.

Below are handy Quick Steps actions that you may want to explore:

  • Filing: Move to folder, copy to folder, delete message, permanently delete message
  • Change Status: Set as read, set as unread, set importance
  • Categories, Tasks and Flags: Categorize messages, clear categories, flag message, clear flags on messages, mark complete, create a task with attachment, create a task with text of message
  • Respond: New message, Forward, Reply, Reply All, Reply with meeting, forward message with attachment
  • Appointment: New meeting, create an task with attachment, create an appointment with text of message

Here’s How To Create a Quick Step:

  1. In Mail, on the Home tab, in the Quick Steps group, in the Quick Steps gallery, click the Create New Quick Step.
  2. Click an action type from the list or click Custom.
  3. In the Name box, type a name for the new Quick Step.
  4. Click the icon button next to the Name box, click an icon, and then click OK.
  5. Under Actions, choose an action that you want the Quick Step to do. Click Add Action for any additional actions.

Now go and create new Quick Steps!

Organize Your Electronic Files

How quickly can you find an electronic file? Are your files scattered throughout the computer in any number of places such as the hard drive, documents, the cloud or portable storage? Electronic folders that are not filed in their right locations can be just as messy and cluttered as paper folders.

So much of what we do today is electronic that we need a plan to organize electronic files similar to the way we organize paper files. While many offices still rely on paper to some extent, we are gradually moving away from paper to storing documents electronically which is a compelling reason to set up a system to organize electronic file folders.

There are numerous benefits of an organized electronic filing system. Here are some of the reasons to act now and get your computer files in order:

  • Saves you time when you can find what you need quickly and easily, even years later.
  • Easy to maintain.
  • Helps you be more productive, and look more professional, especially when your boss needs a file now.
  • Keeps documents current because the system identifies which documents can be disposed of and when.
  • Saves physical storage space and money by reducing the number of filing cabinets and office floor space needed.
  • Uses your time more efficiently by reducing the time you, or an assistant, spends retrieving and re-filing physical records.

If you share files with others, here are some advantages to having organized file folders:

  • Team members can access shared folders and find what they need quickly, without interrupting anyone.
  • Document ownership is easy to determine.
  • Fewer copies of documents need to be printed as long as you, and the other team members, can access the document easily on line.
  • Less printing = less paper clutter.
  • It is easy to edit a document and share it with others.
  • New employees can be brought up to speed quickly.

Tips to organize your electronic filing system:

  1. Make sure that the electronic filing system meets the needs of the office, that all documents have a place in the system and that everyone understands and buys into the system.
  2. Create a flow chart (electronic or paper) showing the type of information that will be available and the departments or people needing access to specific files.
  3. Set up a system everyone will be comfortable with and will use.
  4. Mirror your paper folders using the same headings and topics as your paper system. The more similar the two systems, the better.
  5. Be consistent about naming conventions. Set up files, folders and subfolders that everyone will find meaningful and easy to understand.
  6. Limit the number of clicks to three: file, folder and subfolder. There is no need to go any deeper. Note: whatever filing name system you choose, it needs to match your needs and/or the group’s needs.
  7. Use a hierarchal system to organize files instead of a horizontal one. Group all projects and files relating to a particular project, person or thing together instead of using separate folders. For example, a hierarchy for a client file folder might look like this:
    • File: Clients
    • Folder: Individual Client Names
    • Subfolders: Descriptive topic names such as communication, contact information, taxes by year, etc.
  8. Follow file naming conventions including client account numbers and revision date. Use underscores, not spaces. For example, an individual client name may look like this: tomjones_3579_11-30-14. Keep file names under 27 characters, all lower case.
  9. Use the same format for dates. The key is to be consistent.
  10. Add as much information into the file name as possible so it will not be necessary to open it. Be descriptive. An example of a subfolder under communication might be: casesummary1114 (for November, 2014). Don’t just put in “letter.”
  11. If others also work on the document, add your initials at the end.
  12. Avoid abbreviations and codes that are not immediately obvious to everyone.
  13. Set up an index for quick reference, particularly if you use shortened versions of words such as DFT for draft or CTR for contract. Make sure that information is readily available to everyone with access to the file folders. If an abbreviation is not necessary, do not use it.
  14. Delete previous revisions once document is final.
  15. Create a records retention schedule based on function and date to ensure that outdated electronic documents are disposed of when they are no longer needed.
  16. Be ruthless about the documents you save. The more data on the computer the more difficult it is to find necessary documents.
  17. Move frequently-used files to the top of the file folder list by adding an “a” or ! (any symbol works) at the beginning of the file name.
  18. File as you go. Do not wait until you have a long list.
  19. Clean out your file folders at specific times (after a certain number, every Friday, etc.)
  20. Back up files regularly.

What Exactly are Goals and Why Do We Need Them?

Many of us do not have clear, thought-out goals. That always comes as a surprise to us. When we ask people at our speaking seminars if they have written goals, maybe half of the group raises their hand. If we ask if they have unwritten goals, a few timid hands go up. These people are usually shy about volunteering this information because they themselves are wondering if their goals are less valuable because they are not written.

Why don’t we all have goals, written or not written? Most people think of goals as large and aspirational and beyond their reach. Here’s an example of a lofty goal — the type that people often think of when they say they have goals: “I will grow my company to become an industry leader in three years.” This goal is long-term, hard to reach, and substantive. Many people find this type of goal beyond their frame of reference. It may be. These types of goals are often created by teams of executives who spend days, even weeks, formulating them. We are often put off by this type of elaborate goal setting process and may decide that goals aren’t for me.

Instead of eliminating all goals, we are suggesting another way to view them. We are all capable of establishing and reaching goals. Admittedly, goals on the top end such as becoming an industry leader, overlap with aspirations – they’re far-reaching business goals. But, at the bottom end of the goal spectrum, they often overlap with to-do’s (they may feel like to-do’s but are not). When you walk into the office wanting to achieve three goals for the day, there are often several steps – to-do’s — needed to accomplish each goal. Even if they do not feel “important” enough, big enough or worthwhile enough, many of the things we do during the day fall under the goals category. Smaller, short-term goals can be just as worthy and important as larger, more esteemed goals and can get you where you want to go. Did you accomplish three goals before leaving the office today? Then you were productive. That’s a reason to celebrate.

When we discuss goals, we include aspirational goals with the ordinary goals we choose every day to get our work done. Goals are intensely personal and there are no rules or restrictions. People have their own goals and their own ways of reaching them whether they are short-term or long-term. Both types have merit and count.

Why do we need goals? They give us purpose and focus and help us plan. We function better knowing that we have met important goals we personally set. Small or large … it does not matter.

Goals help prioritize tasks. We are often asked by overwhelmed clients which tasks should be done first. It can be very confusing looking at a long list and wondering in what order they should be handled. This is when having goals is really helpful. Referring back to your goals will help you determine what tasks on your to-do list should be done first.

Goals give us an end point which can be used for measuring progress. It allows us to break up a larger process into smaller, doable chunks that we know we are capable of handling. If our goal is to move from being a general accountant to an accountant specializing in forensics, there are a number of steps necessary to accomplish the goal, such as speaking to forensic accountants about their experiences (one step) and taking classes (another step). Once those two steps are complete, then we can move to the next action (as David Allen in Getting Things Done refers to it).

Goals require that we be specific vs. day dreaming or resorting to ‘someday maybe’. Just wanting a promotion at work or improving our skill sets will not happen without action. Goals turn a vision into a reality. By clarifying a goal, we understand exactly what it will take to reach it. We create criteria that will help move us farther along in our careers and achieve what we consider important. Many of us use S.M.A.R.T. goals (Specific, Measurable, Actionable,   Realistic, and Timely) when we first establish a goal. However, it is important to monitor the goal at all times, not just at the beginning. (Watch for tips in a future blog on how to stay focused throughout the life of the goal,)

Achieving a goal is a satisfying experience. It takes effort, organization and focus to accomplish it. Relish the feeling that you did it. It will boost your self-confidence and prepare you for the next one. No matter what the challenge, even if it is harder, you know you are capable and up for it.

Top Ten Email Tips

Follow these top ten email tips and you’ll be pleasantly surprised how productive you will become in handling email and how much time you’ll save. You’ll also discover that it is really possible to reduce (even empty) your inbox.

1. Do not do email first thing in the morning. Once you plan out your day, work on your most important task (MIT) for the first hour you are in the office while you are fresh and alert. Then, start email. (Note: it’s OK to glance through email first thing in the morning to make sure that you have not missed anything significant, such as an urgent email from your supervisor or a cancelled meeting.)

2. Schedule several blocks of uninterrupted email time – one mid-morning and a second in the afternoon. Use a timer to keep you focused and on track. Plan on spending 45 minutes – one hour reviewing email that needs to be handled right away. The rest can wait. When you are checking email, try and stay focused. That means not allowing internal and external distractions. Let phone calls go to voicemail and indicate that you are “busy” on your calendar. If you think of something that needs to be done, jot it down on a pad of paper and continue to read and answer email. Make the best use you can of the email time you’ve allotted yourself.

3. Move or drag email out of the inbox. Do not let it sit there.Commit to making a decision on   each email. Delaying decisions creates havoc in your inbox. Your inbox is not a filing cabinet.   View your email inbox as just that – an In Box — where email arrives that need processing. Imagine how cluttered and messy your kitchen counters might look like if you ignored incoming snail mail. You’d be lucky to find anything.

4. Decide if the email is action or reference. Start at the top of your inbox and look at each email in order. Do not skip around. If it is action, follow the 4Ds (#5). If it is reference and will be needed again, move it to personal documents, shared files or the personal folders in the inbox. Examples of reference folders are: inactive clients, proposals, past projects, and marketing materials.

5. Use the 4D’s of Decision Making. This valuable tool eliminates a lot of the guess work about how to handle individual emails and where to move them. It is a sure-fire way to reduce the email in your inbox.

  • Delete – approximately 50% can be deleted. Ask yourself: Must I keep this? Can I access this information somewhere else if I ever need it? Will this information be out of date by the time I need it? Am I ever going to read it?
  • Do It – if it takes less than two minutes.
  • Delegate It – 30% falls into the do it or delegate it category.
  • Defer It – The 20% that needs to be handled by you directly but takes more than two minutes. Move this email into one of the following locations: your task list (with a due date), your calendar (on the specific day you will work on it) or an appropriate folder to work on later.

6. Set up specific folders for action items, current projects and reference and move email to the appropriate folder. Examples of folders: To Do, To Call, Waiting For (or Pending), Read & Review, Upcoming Meetings/Events, Cases, Clients, Current Projects, Associations. My favorite personal folder is “Read Later”. The email in this folder can wait.

7. When sending an email:

  • Create a strong subject line that is clear and specific.
  • Put your main point in the first sentence; then explain.
  • Tell the reader exactly what you want.
  • Keep the length within a screen size by making your sentences and paragraphs short.
  • Use simple, concise language.
  • Leave lots of white space, making it easier to read and to follow.
  • Be sensitive to the subject – sometimes a phone call or face-to-face conversation is better.

8. Respond to the sender promptly even if you cannot give an answer right away. Let the sender know the email was received. Now the sender will not need to send a follow up note because you were proactive. That will be appreciated.

9. Use “Reply All” judiciously. Usually a reply to the sender is all that’s necessary. Not everyone needs to know you’re leaving for vacation and cannot attend the meeting.

10. Move important folders to the Cloud such as Dropbox and SugarSync. If anything happens to your hard drive, your information will be safe.

Often people with hundreds, or even thousands of emails, feel totally overwhelmed and have no idea where to start. We recommend that they set up a system that works using these tips as a guide and then manage the newest emails first. Ignore the older emails or move them into archives where you can deal with them later.

By using a few of these tips, your inbox will be manageable. Finding the email you need will be much easier. You’re the one in control now.

 

 

Maximize the Work Tools on Your Desk

Tips to Maximize the Work Tools on Your Desk

What do these items have in common?

  • task list
  • calendar
  • computer and other electronic devices
  • current projects (sitting in an organizing unit holding files)
  • telephone
  • a few office supplies
  • a few personal items
  • an inbox and outbox (maybe)

You may have guessed it — they are essential organizing tools that sit on the top of your desk within arm’s reach and help you efficiently plan and manage your work day.

These work tools will help you focus on the task at hand and help improve your productivity. Each one is used often and needs to be within reach. Everything else, such as paper clutter and miscellaneous items, are distractions and should be moved. 

Limit your desk space to the following items: 

Task List: A to-do list is a must. This is your #1 work tool. If you don’t do anything else, update and check it several times a day, at least. It doesn’t matter if it is paper or electronic. What does count is a dependable system that keeps all tasks in one place and handy. Tip: some people like to print it out if it is electronic. 

When you think of a task, enter it immediately so it doesn’t take up space in your head. And forget about grabbing a sticky note or the back of an envelope. Sticky notes don’t always adhere and the back of an envelope is known to disappear when you need to return a client call and can no longer find the number. Once the task is written down in the same place as all of the others, it is reassuring to know that the task will not be forgotten. And what a great feeling to ü a task once it’s completed.

Note: Some prefer to use a calendar as a combination task list and calendar. That way tasks are designated to a certain date and time and are less likely to fall through the cracks. Statistics show that there is a 75 percent greater chance of a task being completed if it is scheduled on the calendar rather than in your task list according to Sally McGhee in “Take Back Your Life!.”  As long as there is a system in place that you are comfortable with and can count on, it does not matter if you use a separate calendar and to-do list or combine them.

When we interviewed 75 productive and organized executives, we discovered that all of them use and depend on to-do lists. It was one of the systems that they had in common. While they set up the lists differently (that was to be expected), each one told us that it helps their productivity to use a to-do list.

Tip: Decide the two or three to-dos that must be done that day. Brian Tracy from “Eat That Frog” calls these your MITs, Most Important Tasks. While there are many more tasks that you would like to accomplish, concentrate first on the ones you identified and get them done. One of these tasks must be related to your goals. Then you can move on to other tasks. At the end of the day, it will feel good knowing that you focused your time and energy on the tasks that matter.

Calendar: As soon as you know about a meeting, add it to the calendar pronto! That goes for personal and business meetings. One calendar is all you need. Otherwise, it is too easy to miss an appointment because it wasn’t in the calendar you were looking at. In Microsoft Outlook, you have the ability to color-code appointments to differentiate personal from business. One quick glance at the calendar and you know your schedule for the day.

Active Projects:  What are your current projects? Reserve the organizing unit on your desk for these projects and for reference materials such as a company directory. Keep other projects in your working files drawer close by.

Telephone:  Keep a phone log or spiral notebook beside your phone to use as a record of voice mail messages.  Or, record the information into a to-do list on your computer that synchs with your cell phone for easy callbacks.

If the caller is someone you will need to call again, take a minute and add the information to your contact list. The next time the person calls, their ID will come up and you can decide whether to take the call.

Supplies: Keep a few items and move the rest to the supply closet or an extra drawer. Save your desktop space for more important items.

Personal Items: Of course, a few photographs or mementoes are a given. They will remind you why you are working and give you a good reason to go home at night. But, only a few.

What’s on the top of your desk? Are they going to help you stay productive and efficient throughout the day?

Make Sleep A Top Priority (Part 2)

We are not sleep specialists but we know that having a goal, finding a strategy, and implementing tactics to achieve that goal will make it far more likely that you will complete it.

How to go about getting more sleep? There are many tips but the ones listed below seem to be universal. According to Dr. Scott Leibowitz:

No. 1: Stick to a sleep schedule; consistency is essential

Go to bed and get up at the same time every day, even on weekends, holidays and days off. Being consistent reinforces your body’s sleep-wake cycle and helps promote better sleep at night. There’s a caveat, though. If you don’t fall asleep within about 15 minutes, get up and do something relaxing. Go back to bed when you’re tired. If you agonize over falling asleep, you might find it even tougher to nod off.

No. 2: Pay attention to what you eat and drink

Don’t go to bed either hungry or stuffed. Your discomfort might keep you up. Also limit how much you drink before bed, to prevent disruptive middle-of-the-night trips to the bathroom.

Nicotine, caffeine and alcohol deserve caution, too. The stimulating effects of nicotine and caffeine — which take hours to wear off — can wreak havoc with quality sleep. And even though alcohol might make you feel sleepy at first, it can disrupt sleep later in the night.

No. 3: Create a bedtime ritual

Do the same things each night to tell your body it’s time to wind down. This might include taking a warm bath or shower, reading a book, or listening to soothing music — preferably with the lights dimmed. Relaxing activities can promote better sleep by easing the transition between wakefulness and drowsiness.

Be wary of using the TV or other electronic devices as part of your bedtime ritual. Some research suggests that screen time or other media use before bedtime interferes with sleep.

No. 4: Create the ideal environment 

True Story: Lisa travelled for business and noticed she slept much better when she was in a hotel rather than at home. She realized her environment at home was a distraction. She redecorated her bedroom to mimic a luxury hotel room – cool colors, no clutter, few mementos, and built-in furniture to hide electronics and papers. In other words: a room that’s ideal for sleeping

Consider using room-darkening shades, earplugs, a fan or other devices to create an environment that suits your needs.

Your mattress and pillow can contribute to better sleep, too. Since the features of good bedding are subjective, choose what feels most comfortable to you. If you share your bed, make sure there’s enough room for two. If you have children or pets, set limits on how often they sleep with you — or insist on separate sleeping quarters.

No. 5: Limit daytime naps

Long daytime naps can interfere with nighttime sleep — especially if you’re struggling with insomnia or poor sleep quality at night. If you choose to nap during the day, limit yourself to about 10 to 30 minutes and make it during the midafternoon.

Napping can go far in improving work performance, in addition to providing a number of other health benefits. To maximize nap times, limit your shuteye time to 30 minutes, and time your nap between 2 p.m. and 3 p.m. to match the low point of the body’s circadian cycle: You’ll have the best chance of falling asleep during the few hours after lunch, and it could increase your performance (and maybe even learning capacity) for the rest of the day.

Corporate Wellness Programs Need To Address Sleep And Stress.

Napping can go far in improving work performance, in addition to providing a number of other health benefits. To maximize nap times, limit your shuteye time to 30 minutes, and time your nap between 2 p.m. and 3 p.m. to match the low point of the body’s circadian cycle: You’ll have the best chance of falling asleep during the few hours after lunch, and it could increase your performance (and maybe even learning capacity) for the rest of the day.

Nearly 90 percent of companies offer wellness incentives for employees, according to a survey from Fidelity Investments. However, only 6 percent of offices had napping rooms for employees in 2011, according to a Society for Human Resource Management survey of 600 companies. Companies like The Huffington Post and Nationwide Planning Associates believe in power naps and offer their employees nap rooms because they believe that it has a payoff – happier, more rejuvenated and productive employees. EnergyPods are like recliners and are located at companies such as Google and Procter & Gamble.

If you work nights, you’ll need to make an exception to the rules about daytime sleeping. In this case, keep your window coverings closed so that sunlight — which adjusts your internal clock — doesn’t interrupt your daytime sleep.

No. 6: Include physical activity in your daily routine

Regular physical activity can promote better sleep, helping you to fall asleep faster and to enjoy deeper sleep. Timing is important, though. If you exercise too close to bedtime, you might be too energized to fall asleep. If this seems to be an issue for you, exercise earlier in the day.

No. 7: Manage stress

When you have too much to do — and too much to think about — your sleep is likely to suffer. To help restore peace to your life, consider healthy ways to manage stress. Start with the basics, such as getting organized, setting priorities and delegating tasks. Give yourself permission to take a break when you need one. Share a good laugh with an old friend. Before bed, jot down what’s on your mind and then set it aside for tomorrow.

No. 8: Know when to contact your doctor

Nearly everyone has an occasional sleepless night — but if you often have trouble sleeping, contact your doctor. Identifying and treating any underlying causes can help you get the better sleep you deserve.

Have we convinced you to think about how you can make sleep a priority?

P.S. Be sure and check out these websites.

http://www.huffingtonpost.com/tag/sleep-and-productivity

Man sleeping on the couch

Man sleeping on the couch

http://www.smartplanet.com/blog/bulletin/sleep-deprived-workers-cost-companies-632-billion-each-year

 

Not Getting Enough? (Part 1)

We’ve all heard it:  Americans are sleep deprived. Recently I listened to a sleep expert address sleep deprivation and decided I must learn more about the topic. I must confess: I am the poster child for sleep disorders. Not the medical kind – called sleep apnea. Just the kind that manifests itself with a cycle of falling asleep and waking up a few hours later one night, not being able to sleep the next night, and no defined “sleeping times”.  Admit it — you know what I’m talking about.

So, here is what I learned. Many Americans seem to thrive on the fact that we can “get by” with so little sleep. We talk about it too! In every elevator in every office building we overhear,  “OMG – I worked so late last night answering emails from my important client in Japan and with the time change, I only got 4 hours of sleep, but that is about the standard for me today”  while  holding a giant cup of coffee in hand. Often we wear this fact like a badge of importance or pride.

Why are we, productivity and efficiency consultants, writing about sleep? We certainly value time management and tout the benefits of effective calendaring, project and task management, etc. However, we also know that good health impacts overall success. When we interviewed successful, productive executives and professionals many stated making time for exercise and putting a priority on good health was an important factor in their success.

What are the causes for sleep deprivation? Lots of reasons: caffeine, watching the late night news, stress, and technology. We seem to have problems “turning off.” Many of our clients say the only time they have time to deal with the emails is after the rest of the family has gone to bed. We sleep with our cell phones next to our beds. Yesterday a friend told me she was up at 4 AM as she had received a text message – that was sent in error no less – and it woke her. When I asked why she didn’t turn off that alert at night, she said she might get an important text! That’s crazy. If there is an emergency in the middle of the night, and we hope there is not, chances are you will get a phone call — not a text. We don’t take sleep seriously; we don’t make it a priority. We don’t have a routine. We don’t have good sleeping habits.

OK. No routine. No habit. The cost of sleep deprivation is enormous. In 2013 the  country’s top sleep researchers and corporate leaders came together at the Corporate Sleep Health Summit, hosted by Harvard Medical School,  to discuss the latest research and the impact of sleep deprivation on the American work force and corporate bottom-line.

Most of us have heard that the cost of not enough sleep results in a number of health issues such as:

  • Stroke
  • Diabetes
  • Heart attack
  • Heart failure
  • Irregular heartbeat
  • High blood pressure
  • Heart disease

The mental costs are just as insidious:

  • Impairs memory
  • Dumbs us down
  • Causes accidents
  • Impacts creativity and innovation
  • Lowers job satisfaction
  • Compromises decision making
  • Limits your ability to think on your feet

Lack of sleep affects the prefrontal cortex of the brain, the area that controls innovation, self-control and creativity. A 1999 study found that just 24 hours of sleep loss impairs innovative thinking and flexible decision making.

Two-thirds of Americans report that getting too little sleep was a major source of stress for them in the past month, according to a recent HuffPost survey of more than 1,000 U.S. adults. And the effects of both stress and sleep deprivation could be seeping into their work lives.

Sleep Deprivation And Stress Are A Vicious Cycle.

“In the sleep world, stress is to sleep as yin is to yang — opposite forces that are forever linked,” Chris Winter, M.D. told The Huffington Post in April. “Stress prevents sleep. Sleep deprivation increases stress and its consequences.”

So our work lives are causing us to become stressed (eight in 10 Americans are stressed about their jobs), and in turn, we are less able to get our work done because we’re not getting enough sleep. One study found that 24 hours of sleep deprivation can significantly raise stress hormone levels.

24/7 Jobs Are Taking A Big Toll On Sleep Health.

Changing work cultures and constant connection to smartphones and digital devices is wreaking havoc with many Americans’ sleep patterns. The cost of more flexible work schedules is that many of us find that we never really turn off, responding to emails past midnight and working through weekends and vacations. According to new sleep survey data presented at the Summit, 72 percent of American workers polled said that they sleep with their smartphones next to their beds in the on position, and 45 percent send emails and texts often or always right before they fall asleep at night.

Today I spoke with two employees at a large law firm who shared the following: They receive an email from a partner stating that work must be done by early morning. They are expected to delegate the work – even in the middle of the night – so the partner’s request will be met. Then come early morning, the partner in question never acknowledges the request; it is expected that their requests will be met 24/7 without any additional thank you.

“As a result of us being so connected, we’re not only having a negative effect on ourselves, but we’re having a profound effect on those with whom we work,” said Leslie Perlow, Harvard Business School professor and author of Sleeping With Your Smartphone, in a 2012 Harvard Business Review webinar.

Now that you know the “cost” of sleep deprivation, try to get to sleep and in our next blog we will give you practical advice – from the experts – as to how you can learn to become a better sleeper.  Good night!

Is It Time To Declutter Your Desk? (Part 2)

In the last blog (http://www.itstimetogetorganized.com/what-does-not-belong-on-your-desk/) we explored why cluttered desks make it hard to focus on the task at hand and what you can do about it. When you have to push things aside to find a clear spot, you know it is time to tackle the desktop clutter. Statistics show that co-workers admit to being judgmental and assume that the owner of a messy desk is lazy. While we would not necessarily jump to that conclusion, that is the general feeling of the people with whom you work.

When clean space on the top of your desk is hard to come by, it may be time to take a look at the offenders — the items on your desk that are usurping valuable space. Unless they’re paying rent (which of course they are not) they belong somewhere else. It is your desk, isn’t it?

Before jumping into this project and bulldozing everything in sight on your desk, take a step back and decide what to do with these items. The “keep” items need a permanent home. (Your desk is their temporary home.) Moving everything to the right place requires thought ahead of time and a plan of action. You may decide to tackle this project on off-hours — later in the day or on a weekend — to minimize the interruptions that invariably come up. It will require focus.

Now that you have a better understanding of where items might be relocated, it is time to begin. We have already discussed tips in the previous blog on handling: Loose Papers, Post-It Notes, and Reading Materials. Now we will move on to other things you may find on your desk:

Project Files

  • Keep the current project on the desk top — Other on-going projects can be relocated to a nearby desk drawer or placed on the desk in a step (or tiered) organizing unit. As long as they are not in the way and do not throw you off track, both options are fine.

Meeting Notes

  • Decide where they should go. Most people have no idea what to do with them so they end up under piles in various corners of the desk. If they are no longer needed or are now in electronic form the answer is obvious. Consider adding them to the folder belonging to the specific project.
  • Create a folder and label it “meeting notes”. Now you will know where to look when you next need the information.
  • Scan them  to an electronic folder with a descriptive name and throw out the paper notes.

Business Cards

  • Gather them together and decide which ones to keep.
  • Add a few phrases on the back of these cards reminding you where you met, what the other person was wearing, what you discussed, or if there was any follow up. These clues will help you remember the discussion.
  • Place the cards in one location such as a small box. That is a far better solution than leaving them scattered all around your desk and credenza where they can be lost. When we work with clients, we find them on top of the desk and every other flat surface in the office plus thrown in drawers. Many people return from a networking event or meeting and do not know what to do with them.
  • Enter the cards into contacts. Include the notes you made on the back of the card. Microsoft Outlook and other CRMs include note sections where you can provide information about the person and the meeting. Use a scanner when there are a large number of business cards. It is a lot faster.

Mail

  • Confine incoming mail to a box that sits on the corner of your desk. Without a home for mail, it will end up strangling your desk (and maybe you, too).

Items To Take Home

  • Designate a place somewhere else other than the top of your desk for your keys, wallet, smart phone, articles to read, documents, a briefcase and/or a purse. These types of items belong in a desk drawer or in a filing cabinet where they are out-of-sight and safe.

 Personal Items

  • Clients typically want to know what is acceptable. Of course, a photo or two is a nice addition to your desk and helps you remember why you come to work in the morning and why you leave in the evening.  We recommend displaying a few special pictures — that’s all.
  • Take away most, if not all, decorative items that sit on your desk. Donate or take home most knick knacks, especially if they have no meaning and you do not remember where they originally came from.
  • Rotate your personal items regularly to keep your desk looking fresh and interesting.

Cords and Electronic Devices

  • Designate an out-of-the-way spot so they do not need to be continually shifted about while you are working. Also, it will be easier to remember your cell phone or tablet when you leave the office if they are in the same location every time.

Printers and Scanners

  • Find a spot off your desk, if possible, for your scanner and printer. Or, at the very least, relocate them to a corner of your desk. These items are often big and bulky and take up valuable desk space. Just be sure they are handy to reach.

Supplies

  • Extra pens, pencils and notepads are annoying if it is necessary to move them from spot to spot every time more desk room is needed. Instead, stash them in a drawer, move them to a supply cabinet or give them away if you are unlikely to use them.Many organizations or schools can always use these types of supplies and are grateful. And, yes, they are a tax deduction.

Cleaning Supplies

  • While essential for keeping a desk clean, storing unattractive bottles and cans on top of your desk is not a pretty sight. Find someplace else.

Binders

  • As much as we find binders very handy, they take up a lot of room on a desk. Move them to a bookcase or arrange them on a shelf above your desk, if you have one.

Bonus Tip: Take a few minutes before you leave at the end of the day to clear off your desk and make it presentable. When you walk into the office the next day, you will be able to find what you need and can get down to work right away. There will be no down time and you will be off to a good start of the day. How nice!

 

 

 

 

 

What Does NOT Belong On Your Desk?

Often items strewn on your desk get in the way, literally and figuratively.  Many items do not belong on your most valuable piece of real estate. You probably have no idea how they got there in the first place. Papers, business cards, file folders, coffee cups and an assortment of pens scattered about can easily distract you from the task at hand. When it is hard to focus, it is hard to achieve your personal best. Clutter and extraneous items take you off course and reduces efficiency.

Another reason to clear the desktop clutter? Research shows that 57% of supervisors, co-workers, and clients pass judgment on how dirty or clean people keep their workspaces. They are often “appalled” by how messy the office is and consider them lazy. As good as your work product is a messy desk leaves a poor impression. (Note: survey by staffing firm Adecco) http://www.forbes.com/sites/jennagoudreau/2012/03/27/the-dangers-of-a-messy-desk/

Below is a step-by-step plan for a functional desktop that will help you stay productive throughout the day.

Prepare for your desk clean-up ahead of time.  

1. Choose a date and enter it into your planner.

2. Decide where items should be relocated. One of the reasons we end up with so much on our desk is that they have no home. A lot of things currently on your desk may end up in the trash so begin thinking about homes for magazines, project folders, meeting notes, business cards, personal items and extra supplies, to name a few.

3. Secure a large trash bag.

Now the day has arrived for you to begin. 

Gather like items together. A quick sort will identify the contents on the top of your desk. It is a lot easier to make decisions once you have divided everything into broad groups. Below are the types of items that you may possibly encounter while de-cluttering this valuable space:

Loose Papers

  • Decide what to toss and what to keep by glancing quickly at each document. If you stop to read each one, it will slow you down and can easily get you off track.
  • Divide the “keep” papers into two piles: active and reference. Place active documents into a file folder with similar items and keep in easy reach either on the desktop in an organizing unit that has “steps or tiers” or a close by desk drawer right next to you. Because you may not go to reference materials as often, they can be kept farther away such as across the room.

Scanning

  • Store documents electronically instead of keeping paper. First, however, devise a plan for the location of electronic files. The last thing you want to happen is to lose an important document because it was misfiled. Also, do not forget to backup.
  • Toss or shred the paper documents once a copy resides on your computer and the original is no longer needed.

Post-It Notes

  • Stash these bits of information into electronic software such as on-line post-it notes, One-Note, EverNote, or even the computer desktop.
  • Or store the information in a binder in an easy-to-reach location.

Reading Materials

  • Relocate them. Magazines and newspapers on top of the desk rob you of valuable real estate. It is unlikely that you are going to read a magazine as soon as it arrives. Look around your office. How about moving them to the credenza or the top of a filing cabinet?
  • Decide how long to keep them. Once six months have passed, recycle them, even if you have not yet read them.
  • Unsubscribe to the magazines that you hardly glance at. Be honest with yourself and let go of unread magazines that take up valuable space.
  • Read a magazine at lunch or while waiting for an appointment. Before leaving on a plane trip, I stuff my briefcase with unread magazines. Out they go as soon as I read them; no magazines make the return trip.
  • Tear Out Articles – The fastest way to go through a magazine is to glance at the table of contents and decide if there are any compelling articles. Rip them out and toss the magazine.
  • Pass them along to doctors’ offices, the Y, hospitals and places where others can enjoy them.
  • Recycle whenever possible.

Be on the lookout for the next blog. We will continue the discussion on what does NOT belong on your desk. We will cover:

Project Files … Meeting Notes … Business Cards … Mail … Items To Take Home … Personal Items … Miscellaneous Items … Electronic Devices … Supplies … Cleaning Supplies … Books and Binders.

Isn’t it amazing what your desk can hold?