The Top 5 Things For Greater Productivity

I was just reading a great article by Brett Nelson of Forbes, called "Eight Secrets To Getting More Done In 2012."  I love the ideas he's assembled, particularly the one about "Hourly Gut Checks."

With his post in mind, I have an idea of my own to contribute:  The Top 5 Things.

The Top 5 Things

This is a pretty simple concept that I use, which I find to be very useful:

1. Start with a "mind sweep" as prescribed in David Allen's Getting Things Done methodology - get everything out of your head, out of your inbox, out of meeting notes, etc. in to one big list.
2. When you sit down to plan your week, look at this list and pick the top 5 things you need to get done this week from the list.  Try to pick the 5 things that will have the most impact or drive the most progress toward your most important goals.
3. Write your Top 5 on an index card.
4. Carry that index card with you, and review it regularly to help you focus on what is important.  As things get done, mark them off.
5. Repeat the process.

You can do this weekly, or just wait until you've done your top 5 - figure out what works best for you.

Another thing I've found useful is to use the back of the index card to record the "in the moment" priorities you end up working on, so you can review the things you chose to work on instead of your top 5.  This can be helpful in figuring out what (or who) is undermining your productivity.  Sometimes you'll find your doing it to yourself.

Got any tips of your own?  Please share!

Evernote, convenience, and habits

I was recently catching up on some of my favorite blog stops, and just read an article from a few months back on the Success Begins Today blog, where John talks about the lovely marriage that is Evernote+iPad 2.  John and I are usually of like mind, and our fondness for Evernote is no exception.

Background

I'm a long-time user of Evernote which, if you aren't familiar with it, is an excellent capture and recall tool for storing all kinds of digital information.  You can take pictures of things and add them as a note, you can type things in, you can forward emails and PDF's to it, and much more.

Everything you send to Evernote gets indexed and stored in your account on its cloud-based service.  Once the information is indexed, you can quickly retrieve it based on tags, location, or keyword searches (it will even convert text in pictures to a searchable form - it is awesome for retrieving pictures you've taken on whiteboard diagrams with lots of text on them).

Evernote offers a robust free account, as well as a subscription option (faster indexing of your files, and more monthly storage - most people will be fine with the free version).

Evernote makes it easy to collect and interact with this data - you can run desktop clients on your computer, access it in a web browser, or from mobile clients on most tablets or smartphones.  Very simple.

Challenges

For me, the hardest things with adopting Evernote were:

1. Developing the habit of using Evernote
   • The number of clients available for Evernote (see above) makes this easier but, like with any new process, it took me a while to develop the habit of entering my notes into Evernote.  I wish there were some magic potion that would make this easy, but I don't know of one.
   • One thing that can help is to ditch your paper notepad for a while so you are encouraged to take notes directly into Evernote.
2. Taking notes directly into Evernote in meetings
   • There were a couple of problems in this area:
     • first, my computer was a bit bulky so I didn't carry it around to all my meetings;
     • second, the soft keyboard on my phone or iPad were kind of a pain to type on and I ended up spending more time concentrating on finger typing than I did on the contents of the meeting.
   • The best solution I found for this was to get the Zagg ZaggFolio for my iPad 2.  This is a combination iPad 2 case and Bluetooth keyboard.  When I use this in combination with the Evernote iPad app, I can use my touch-typing skills to easily take notes in my meetings.  The iPad's 10-hour battery life plus the long life of this keyboard (I charge it every month or two) makes this a much better alternative than my laptop.

So, if you're looking for a great way to centralize all your meeting notes, easily retrieve them, and you have an iPad, I think this is a great solution.

Choices and forcing functions

I'm going through a strategic planning process right now.  It's very liberating - you can start to redraw the boundaries, constraints, and reassess the pre-existing conditions of your business.

One of the challenges is not trying to commit to doing too many things.  A long time ago, I realized something that seems counterintuitive, at first glance:

Sometimes you have to limit your choices to expand your opportunities.

What I mean is you need to force yourself to focus on fewer things so each one of your focus areas receives sufficient investment to allow it to succeed and thrive.  One of the mistakes I see companies make (lots of them, not just mine) is to spread themselves too thin.

We often think of a "shotgun" approach as hedging our bets.  In a way, that's true, but dividing your organization's attention across too many different initiatives more often results in frustration and failure.

So, what can you do?

Some techniques can help:

• Drive to your top 5. You have lots of options, and you probably have a group of people you need to get on board with your priorities and commitments.  Getting a group to agree on a short list is challenging, so your first step should be to try to get to reasonable alignment with five target areas.
• Get clear on your top 3. This will take a while, but if you can get the group to agree on the top 3 areas of focus, that is real progress.
• Drop the bottom 2. Now that you know your top 3, it's time to say "no" to everything below those.  It will be a test of your mettle, but it's important.
• Pick your #1. You've got a list of 3 important things - now, pick the one that is the most important.  It will be your cornerstone.
• Align your resources to your #1. Allocate at least 67% of your resources, time, etc. to your #1 priority (that's a minimum - allocating more to #1 is even better).  The remaining 1/3 of your resources can be budgeted to the remaining 2 items (the mix there is less important, as long as you don't ever allow your commitment to #1 to drop below 67%.
  • I realize you may not be able to make the shift all at once, but give yourself an aggressive deadline, then plan and execute to have the resource shift in place by the deadline.
• Hold the line. The old saying, "No pain, no gain," holds true here - it will be a difficult transition but well worth it in terms of focus and execution.

This transition can be a very liberating one, if you do it deliberately.  There is huge value in setting clear guidelines to drive decisions of what's in, and what's out - especially when it comes to how everyone in the organization spends their precious time and the company's precious money.

Anything to add or challenge from your experiences? I'd love to hear it.

One thing missing from the Mac: ClearContext

In the past, I've written a lot about Getting Things Done (GTD) and my journey with it.  One of the shining points along the way was finding ClearContext, which is an Outlook add-in for WIndows that transforms how you can use GTD with Outlook. I've written a lot about ClearContext, as well.

As you may also know, I switched to the Mac about a year ago and one of the hardest things to do without has been ClearContext.  I'm now using Outlook 2011 for Mac, but it apparently isn't quite as extensible as the Windows version of Outlook (I'm hoping Microsoft addresses this crippling limitation in future release of Outlook for the Mac).

Anyway, if you are looking for an awesome product to help you up your game with GTD, I encourage you to check out ClearContext.  Their latest release (which a few of my colleagues are using) has a lot of new functions to help automate a lot of the categorization, filing, and other kinds of mundane tasks so you can better focus on getting your work done efficiently.

If you've never looked at ClearContext, start with the intro video before, then head over to the ClearContext site for a free trial.  If you've looked at ClearContext before but not acted, give it a second look.

And Microsoft:  If you're listening, please open up Outlook on the Mac to enable fantastic products like ClearContext.

Shift: 13 Exercises to Make You Who You Want to Be

I've just finished a new book called "Shift," by Takumi Yamazaki.  I hadn't heard of the author before, but apparently he is a very well-known Japanese author who's sold over 800,000 books and is a self-made millionaire.

The subtitle of Shift is "13 Exercises to Make You Who You Want To Be," and I think that's a very appropriate description of what you'll find inside.  This book is essentially a set of guided thought sessions to help you identify your goals and set specific plans in motion to achieve them.  In each section of the book, you will find a set of stories and advice, accompanied by short (but very deep) exercises to focus your mind and get you to write your thoughts down.

SHIFT

Each section is described in terms of a "Shift," through which you change your outlook on life.  For example, the Shift 2 deals with thinking about how your perspective and preconceived notions can limit your success.  Shift 2 is accompanied by an exercise in which you examine situations in which you feel you weren't able to do something - one example given in the book is:

• "I had plans so I wasn't able to go to the party on Sunday."

You then rewrite the statement in which you describe it in as a choice:

• "I didn't want to go to the party - I chose not to go."

Pretty simple, right?  This exercise is similar to ones I've done before, and I always find it a bit jarring, yet empowering to realize I really do choose what I will or won't do over 90% of the time in my life.  This reminded me of a saying from a friend of mine: "Pretend you create everything that happens to you. Now, decide you will create better things for yourself."  It really changes how you approach life to think of things this way.

The other 12 Shifts are compelling, too.

Exercise your mind

The point of Yamazaki's book is to help you reframe your approach and (hopefully) achieve better outcomes that align with what you really want.  I have been trying to get back on the Getting Things Done (GTD) bandwagon, and I find that Shift puts me in a frame of mind where I'm able to come up with better Next Actions.

Also, this book is a good reminder that you don't have to go it alone - one of the cool things about this book is that many of the exercises include special instructions on how to apply the Shifts in this book as part of a group.  I think this would be a fun book to explore with a book club or a group of friends.

Shift is easy to read and has a lot of interesting visuals.  The exercises are the main attraction, though, and I highly recommend Shift to anyone who wants to take control of what's going on in their life.

Reflect on the old year, plan the new year

Lots of folks carve out a few cycles this time of year to make plans, new year's resolutions, and such.  I'm a very visual person, so I find that using a mind map helps me organize my thoughts and stimulates my thinking.  My tool of choice is MindManager from Mindjet, but you can find lots of other mind mapping alternatives on the other end of Google.

I organize my map into three main "zones":

1. A review of last year, where I identify highlights, lowlights, and missed opportunities
2. A look ahead to help me frame my main areas of focus (more thematic or directional in nature)
3. Making more concrete commitments I want to achieve (specific commitments and projects I want to focus on)

I've included my blank map below, and you can download my "New Year Reflection" mind map here.  You can also launch an interactive (but not editable) version of the "New Year Reflection" mind map via this link.

Feel free to customize it so the prompts are more meaningful to you.  And, if you use this approach, please let me know how it works out for you.

Click to embiggen