As a GTDer, I follow the “what is it and what does it mean” method of determining places and next actions for all the “stuff” that comes in via email, mail, etc. In today’s “Productive Living” newsletter from David Allen, he provides a fantastic list of scenarios to help you decide where it all goes.

So if you have trouble figuring out what to do with something – or not to do with it – refer to the chart below. Print out a copy and keep it handy on top of your in basket. Email it to yourself and keep in that inbox for handy reference when processing emails. It works whether your system is physical, electronic, or a combination. In no time, you’ll process automatically without having to think too much about it.

This helps keep your mind and your space clutter-free and prepared to do what’s most important.

clipped from www.davidco.com

So, how does the meaning of something translate into organization? Pick up anything around you that you’re wondering what to do with, and  apply a simple set of formulae:

I don’t need or want it = trash
I still need to decide what this means to me = In-basket item
I might need to know this information = reference
I use it = equipment and supplies
I like to see it = decoration
When I could possibly move on it, I want to see the
action as an option
= next action reminder,
reviewed when and where it could be done
I need to be reminded of this short-term outcome I’ve
committed to
= project list item, reviewed
weekly
I need to have this when I focus on a project = support material
I might want to commit to this at any time in the future = Someday/Maybe list item
I might want to commit to this on or after a specific
time in the future
= calendared or “tickled”
item incubated for review on a specific future date
I want to achieve this “bigger” outcome = goals, objectives, visions
that you review on some longer interval (a.k.a. your higher level
Horizons of Focus)
It’s something someone else is doing that I care about = item on Waiting-For list,
reviewed at least weekly
I need to consider it when I do certain recurring
activities
= item on a checklist

Test these against anything you find lying around you in work or life that you think you need to know how to organize. Organizing tools should not be so mysterious—they are merely to support these various functions.

This is simple common sense. So why do so many people feel like they need to be more organized? Because most avoid deciding what so many things actually mean to them, which makes it impossible to know what to do with them. And what’s even thornier is that even if they “get  organized” according to these simple criteria, it is highly likely that they can become disorganized rapidly. Over time (and often not that much time) things change in meaning. The magazine is no longer the current issue, the project is no longer something we’re committing to action, and the good idea isn’t so good any more. So even if we get our ducks in a row, they wander off of their own accord. Being organized is a dynamic  process, demanding consistent reevaluation, rethinking, and renegotiating the relevance of things in our physical and psychological  environment.

We don’t tell people how to get organized. We only assist them to marry what things mean to where they are. Simple, tricky business.


Please feel free to forward this message to friends, family, and colleagues, keeping our contact and copyright information intact.

FOR MORE INFORMATION

Please visit us on the web at <www.davidco.com>, email us at info@davidco.com, or call 805-646-8432.

The David Allen Company
407-F Bryant Circle
Ojai, CA 93023
(805) 646-8432
info@davidco.com


Make it up. Make it happen.®

Get Clipmarks – The easiest way to email text, images and videos you find on the web.
Sent with  Clipmarks

{ 0 comments }

Micro-managing: not good for business

by deniseaday on January 23, 2010

One of the worst enemies of effective delegation to and working with any support staff, be they employee, virtual assistant or online business manager is micro-management. I just have to share this article by author, coach and consultant Tina Forsyth, who explains the “why” so well.

Back-off: Why
micro-managing doesn’t work online

Dan Pink's Book, I’m generally not a big reader of business books, as I quite honestly find many of them boring (shh, don’t tell!). But for some reason I felt drawn to read Dan Pink’s latest book Drive – the book is about motivation and what drives us to do our best work.

I’ve been working from home now for 10 years, and in that time people have always said to me “I could never do that, I simply wouldn’t get anything done!” This comment has always stumped me a bit, as i’ve never had any problem being motivated to do my work. I mean I get where people are coming from, as you would think I’d be tempted to watch talk shows and go out for coffee with friends (which I do from time to time
of course, but not often).

After reading Dan’s book I get it… he has cracked the code of what really motivates us to do our best work. In a nutshell, here is what he says:

  • Extrinsic (external) motivation doesn’t really work – and yet this is the traditional model of motivation that ‘traditional’ management theories focus on. “I will motivate you by giving you a structured job, clear guidelines on how to do that job and rewards (usually monetary). And I will keep a close on eye what you are doing to make sure it’s done right.”
  • Intrinsic (internal) motivation is where most of us do our best
    work
    – this turns traditional management theory inside out, and essentially says that if you give people freedom to do their work they will
    be MUCH more creative, productive and satisfied. There are 3 key elements to intrinsic motivation – autonomy, mastery and purpose.

I just love the example he shares about Best Buy, and how they implemented a ROWE work strategy at their head office. ROWE stands
for results-only work environment, and what they did is take away the requirements of time. People had no set hours to be in the office, they could do their work wherever they wanted and whenever they wanted. They just had to get their work (the results) done. It was a bit of a shift for people, but once they got used to it productivity rose dramatically and stress levels went way down.

Sound familiar? This is how many of us work as home-based (or virtual) business owners. We have the freedom to get
stuff done wherever and whenever it works best for us – and as a result many of us love what we do (and can never imagine going back to a job -
shiver).

Likewise, this is why so called ‘traditional’ management styles don’t work for online/virtual based business owners. I hear from OBMs and VAs on a very regular basis about how their clients are trying to micro-manage them – and how demotivating it is for them when
this happens. “My client keeps hanging over my shoulder with every little thing.” I’ve seen many relationships fall apart for this very reason.

The thing is, in order to get the best work out of a virtual support professional – you need to give them freedom to do their work. Let them know what result you are looking for and a deadline to get the work done, and outside of that you shouldn’t have to do too much ‘management’ in the traditional sense. There is certainly nothing wrong with checking in, getting status updates and such, you just don’t want to micro-manage every little step. Super draining for all concerned.

If this is something you struggle with I invite you to back-off a bit. I know it can be hard to let go, and very tempting to always poke our noses in… however some freedom for your team may actually bring out the best in them.

Tina Forsyth is the author of Becoming an Online Business Manager: Playing a Bigger Game with Your Clients and Yourself. She writes and consults in advanced online marketing and business systems for business owners and their support teams. www.OnlineBusinessManager.com

{ 0 comments }

What being a virtual assistant is like – for me

by deniseaday on November 15, 2009

I was asked by a fellow blogger a few months ago to do an interview by email. I never heard back from her and the interview didn’t appear on her blog. No biggie. But I ran back across it today while in digital clean-up mode and wondered what to do with it. I’d put a lot of thought into my answers and didn’t want to just throw them out. Then I thought: why not post it myself? It’s still an interview and quite relevant to this blog.

Since first answering the blogger’s questions, I’ve added my own virtual assistants. So “I” and “me” has more officially become “we” and “us”. I’ve edited my answers where it makes a difference. But philosophically nothing has changed.

How would you describe your job to some one who has no idea about it at all?

First of all, I have to stress that my description will differ from that of any other virtual assistant you might ask. There are similarities between virtual assistants, but we are all unique. My answer is also that of a US-based assistant. On behalf of my clients, I work with other VAs, as well as virtual assistance agencies both inside and outside the US.

Virtual assistance is both a challenging and rewarding endeavor. In my practice, I support a small number of clients on a monthly retainer basis, as their go-to administrative resource. I become an important part of their business team, interacting with clients, colleagues, suppliers and even other family members. I keep things running smoothly and help them stay on track, so that they’re free to do the vital things that produce their income.  I often coordinate among other team members and vendors, such as web designers, business agents, and even other virtual assistants.

What are the challenges you typically face in your job? How do you deal with them? Feel free to share any actual examples when you accomplished something by swimming against the tide.

Unlike an assistant, I’m not an employee and must take care not to behave or function like one. I run my own business and pay my own taxes. My clients are my business’ customers, not my employers. This is a fine line to walk at times – definitely one of the key challenges. I’ve learned to set clear boundaries and define the ground rules from the very beginning. I make it clear that I’m not “on call” and do have standard operating procedures and turnaround times. My policies are spelled out in my contract, which clients must read and sign off on before we begin working together.

Sometimes people won’t understand or accept the difference no matter how clearly explained. Over time, due to some negative experiences, I’ve developed a consultation process that pretty well screens these folks out. For example, a prospective client who approached me via Twitter became irate at having to wait four days for a free phone consult and at having to fill out a questionnaire ahead of time. She blasted me in several emails, saying she would never have clients jump through such hoops to work with her! It was quite obvious we weren’t a fit, my screening process worked, and very little time was wasted. Life is too short and my time is money! If you look around at the experienced, reputable VAs and VA teams or agencies, they all have established processes to follow and forms to fill out if you are serious about working with them. It greatly increases the odds of a good match, and saves so much time and grief for all concerned.

Another big challenge is helping clients to delegate. Most of mine have never had an assistant at all, much less a virtual one. They’re used to doing everything themselves, so I have to gradually educate and guide them through the process. Once they catch on though, it’s wonderful. They’re so happy to have a right-hand to rely on. It’s freeing for them – and for me. What a great feeling to have someone trust you to get things accomplished in your own way.

How do you deal with work-life conflicts and maintain a balance?

Work-life balance. Hmmm, still working on that one! Like any dedicated professional and entrepreneur, I tend to let it take over my life. Sometimes it takes a loved one to nudge me out of work mode and take a break. When there’s room for more clients, I increase marketing efforts. When there’s plenty of business – or even too much – I’m busy just keeping up. The great thing is, when a family member needs me or there’s something special that I want to go do during normal business hours, I’m free to do it. No permission required. I may have to make up for lost time to meet deadlines, but it’s in my control. Very satisfying.

I also make sure to observe national holidays, schedule occasional days off, and take some vacation. The past two Christmas seasons, I closed for two full weeks. Clients are usually taking time off from their businesses or jobs around that time too, so it works out well.

What motivates you to focus on work? Is it a formula, a person, a book or a philosophy?

It’s mostly internal. I can’t stand to not be doing something productive. My parents also instilled a strong work ethic in me. If you want something, you work for it. Things are not handed to you and you’re not “owed” anything. The entrepreneurial – or at least independent – spirit seems to run strongly in my family too, from all sides. To name just a few: carpenter, preacher, dairy farmer, shop owner. All humble pursuits too, which I’m proud of. We don’t crave riches. Security, reasonable comfort, time with family and to appreciate life. Although it would be nice to have enough money someday to give freely of it, too.

What are the three things you avoid when you are working?

Loud noises, interruptions by others (sometimes hubby is home), and especially the phone. Sounds odd to some, but if I answer the phone every time it rings I will never get any client work done. People learn to leave messages, which are checked and responded to regularly. Once I’m in client work mode, I try to minimize all distractions.

Is there anything special you would like to share with the readers of this blog?

That we met each other through Twitter. I find online social media to be one of the best connectors and relationship builders ever, in our busy lives. I’ve met people I never would have otherwise. Some have become clients and some friends. I’ve become closer to distant colleagues – and discovered new local ones that I had no idea were in my own backyard. I can keep in better touch with remote family members. Social media also promotes cultural understanding and brings us closer together. Pretty awesome stuff. Thank you so much.

{ 0 comments }