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You are here: Home / Archives for 1 - Productivity

Resources on Productivity

Weekly Productivity Routines

December 31, 2008 by Matt Perman

In the last post we talked about why productivity routines are necessary and then discussed the daily routines that I recommend. But daily routines are not the only type of routines you need to have. There are also weekly, monthly, quarter, and yearly routines. In this post we will cover weekly routines.

One quick aside before diving in: Again, I’m only talking about productivity routines here. There are other types of routines you can also use this system to build into your life. There are lots of possibilities that are opened up by creating a system for managing your recurring actions and routines.

Daily Routines Pertain to Your Job, Weekly Routines Pertain to Your Personal Work

To begin, a quick word on the nature of weekly routines versus the nature of daily routines.

My weekly routines pertain almost exclusively to my ordinary life as opposed to work life. Most of my daily routines, on the other hand, pertain to my work life. I have found that balance to be very helpful.

It is not that I don’t do any household stuff or personal work during the week (far, far from it actually), but I have segmented my repeating tasks into a once a week routine that I do every Saturday morning. This allows me to be more free during the rest of the week to do other actions and projects, or just relax and play with my kids.

Also note that when I talk about routines here, I’m not counting here things like “do the dishes,” “set the table,” “snow blow the driveway” because those are the types of things that don’t need to go on a list. They are event-triggered (“we need to have supper, let’s set the table”), so a list isn’t needed. There are lots of things like that every day that I also do (and thank you, Heidi, for the far longer list of things that you do every day to keep things running well!). I’m talking here about non-event-triggered stuff: the stuff which if you don’t remember to do, won’t get done.

Note also, and very significantly, if you are a stay-at-home mom (or stay-at-home dad), you may have many personal and household routines that are indeed daily. It would not be possible to segment all of your routines into a Saturday morning. In that case, those things would be built into your daily routines because managing the household is your job.

The Weekly Routines You Should Have (Or, One Example of Weekly Routines)

Everyone is going to have different routines here. Here is what I do to make sure I “cover all my bases” each week and make sure things aren’t slipping through the cracks:

  1. Process personal inbox (i.e., the one at home — yes, you should have an inbox at home, not just work).
  2. Process personal email. I actually do this every day as part of my daily routines. But if you prefer to think about your personal email less than your work email, you can build a different routine: every other day, or every week.
  3. Process notes I’ve jotted down to myself and put into my inbox at home.
  4. Process voice notes.
  5. Process OmniFocus in.
  6. Enter receipts into Quicken (OK, you may not use Quicken, but however you keep track of your checking account and other balances, I recommend doing it in your weekly routines).
  7. Reconcile bank statements (if any) and process other financial stuff.
  8. Write check for offering.
  9. Give allowance to kids.
  10. Distribute out-box.

Some of this is self-explanatory: For example, have an inbox at home as well as work, and process that home inbox at least once a week. More if you prefer.

I talked about voice notes in the previous post on daily routines, as well as jotting notes to yourself on paper when you have an idea you can’t act on right away. The notes that you jot on paper go into your inbox. Then, when processing your inbox, it’s useful to group those into a pile and create the next actions from them all together. For voice notes I use a program on my iPhone to collect action items I think of when I’m away from my computer or paper.

Entering receipts into Quicken is the way we keep track of our account balances. You can also just have that all downloaded into Quicken, but I’ve never been able to get that working. It’s not hard, anyway, just to type in what we’ve spent and keep our account balances current.

When I receive a bank or credit card statement, I put it in a pending file called “financial to enter.” Then on Saturday mornings when I get to that task, I go to that folder and, if I received a bank or credit card statement that week, I take it out and reconcile it in Quicken. If I receive a check in the mail I also put it into this file. I usually can’t just go to the bank right when I open the mail, but I don’t want to leave it to memory to cash the check, either. So I put it in my “financial to enter” file and take care of it with my routines on Saturday.

I give my kids their allowance because I have kids. If you don’t have kids, or they are grown up, then obviously you can skip that one! What’s noteworthy here, perhaps, is that I actually put this into my routine. This might seem like something to “just remember.” But again, I don’t like just  having to remember stuff because (1) I won’t remember it and (2) I don’t like having to sort through my mind to recall what I have to do that day. I write it down, get through it, and then I’m done and can focus on other things.

Same with writing the check for our offering at church. I don’t want to just leave it to chance to remember to do that Sunday morning. So I build it into this weekly routine along with the other financial stuff. (If you do direct withdrawal, you don’t need to worry about this.)

In regard to distributing your out-box: As you go through your inbox, there is often stuff that needs to go somewhere else in your house. Or you need to give it to your wife or husband or a roommate. It’s not efficient to get up and take it where it needs to go right away. So I start a pile for this stuff. Then, when I’m done with everything, I take that stuff where it needs to go.

I also handle stuff that needs to be filed in that way. I group it together with my other “out” stuff, and then file it all in a batch after distributing the other out-box stuff. I find it inefficient to file each document needing filing as I come across it in my inbox.

Bi-Weekly Routines

There are some tasks that don’t need to be done every week. Some of those are monthly, quarterly, and yearly tasks — which I’ll also be posting on. But some of them are in between weekly and monthly. The key with those is to make them hit on Saturdays as well.

This is important, so I’ll say it again: You want these other routines to hit on the same day that you do your weekly routines so that you only have one day on which you have to think “I have to do some routine tasks today.” Make everything hit the same day. (This applies to monthly, quarterly and yearly tasks as well as the bi-weekly routines — make them hit on Saturday also, so that you just do them right along with your weekly routines.)

Here are some bi-weekly and every-three-week routines I have:

  1. Pay bills (anything that is not automatic; this comes up in my action calendar every two weeks).
  2. Pay mortgage (I single this out because the consequences of missing a payment would be so dire).
  3. Check softener salt (for our water softener).
  4. Review digital pictures. Heidi takes them off the camera, and if I don’t have this task months might go by before I remember to look at our latest pictures.
  5. Review notes on this or that. (If I take notes on a book that I want to remember very well, I’ll create a repeating task to review them every few weeks for a while.)

The Broader Principle Here

Everyone will have different tasks here, but the key principle to see is that you don’t have to leave things to chance. When there is something that needs to be done regularly, build it into your routine. And the way to do that is by having a task list that is designated specifically to hold all of your repeating tasks. Anything that needs to be done on a schedule goes in here, and the result is that it is easy to find and it will actually get done.

The usefulness of this is very large. Take my water softener. It needs to be filled with salt about every 3-4 weeks. I’m not going to remember to do that. But I don’t want to wait until the salt is all gone and the water becomes hard to realize it needs to be filled. So I just created “check softener salt” as an every-three-week task in my action calendar. It comes up on Saturday, when I’m doing my other routines, so it doesn’t get in the way but does get easily done.

Speaking of household appliances, this concept of an action calendar is far more effective (to me, at least) than the other way I’ve seen. For example, on the furnace filter that I just bought it came with a sticker that you can put on the furnace telling you when you changed the filter last.

That is not helpful. Am I just going to happen to be walking around in my furnace room, at just the right time, to realize that my furnace filter is due for being changed? That is not going to work.

Even things that aren’t repeating, but are time-based, can go into the action calendar. For example, our mortgage was just sold to some other company. The actual effective date of the change is January 1. But I wanted to send my payment in during December so that I get the interest tax deduction for that payment this year rather than next. Yet I wasn’t going to send it to the old company when they are only holding the mortgage for another few days, risking that a big mix-up is created. But the new company could also be confused by receiving the payment before the change in ownership.

Maybe I just shouldn’t think to that level of detail! But here’s what I did: I sent the payment to the new company to arrive the last week of December, but then created an action to come up the first Saturday in January to follow-up and make sure the company processed it, even though they received it before the actual change. Without my action calendar, it would have been hard (or, at least annoying) to remember to check up on that.

And again, I group these all onto  Saturday morning because I find that when I get home in the evening, the last thing that I want to do is look at my action calendar and see three things that I need to do. By grouping them onto Saturday mornings, they actually get done.

Future Posts

Now we’ve covered daily routines and weekly routines. Coming up we’ll cover monthly routines, quarterly routines, and yearly routines.

Filed Under: 1 - Productivity

Daily Productivity Routines

December 31, 2008 by Matt Perman

With the new year, it is a good time to establish new routines and create new goals. This next series of posts is going to focus on routines. Specifically, it is going to focus on productivity routines. (So these are not going to be all of the routines I recommend, just the ones pertaining to productivity.)

The Importance of Routines

To begin, a word on the importance of routines. In a nutshell, routines are necessary to keep the decks clear. If you don’t have them, you will be overwhelmed by all of the tasks that build up. Further, you will be handling many tasks in a less efficient, piecemeal fashion.

I started to notice early on that certain patterns would emerge in my next actions. There were certain things that just kept coming back again and again. These are the tasks that benefit from routines.

It wasn’t efficient to handle each of these kinds of tasks individually as they came up. That felt like taking the garbage out each time you put a new piece of trash in it. Instead, what you do with the trash is let it build up and then take it out once a week. That’s a very basic and simple concept when it comes to taking out the garbage, and the same concept applies to many of our next actions. The ones that keep coming back should be done according to a routine, rather than simply when it strikes you.

The concept of routines is not foreign to GTD. The weekly review is an example of a routine that is fundamental to the system. What I’m doing is taking the concept of routines and applying it more specifically at the next action level so that we can get a better handle on all these things that keep coming back at us.

The Daily Routines You Need to Have

OK, that sounds pretty direct. “The daily routines you need to have.” I’m sure that you will take these and tweak them as needed. What I really mean is: “The daily productivity routines I have, which have been working very well for me, and which I recommend for your consideration.”

Here they are:

  1. Process your email
  2. Process your other inboxes. This includes your physical inbox, voice mail, physical notes, and voice notes (if you do them, which I recommend).
  3. Review your RSS feeds and the web.
  4. Blog.
  5. Plan your day.

How You Should Order Your Routines

Technically, “plan your day” should be first because it is most important. And it helps ensure that you come at your day proactively rather than reactively.

But I find it hard to plan my day when there are a bunch of unknowns in my email and other inboxes that could affect how I want to shape the day. So it is most practical for me at this point to plan my day last. However, I recognize that planning your day first is the true “ideal state.”

Planning your day last, however, is not a big risk as long as you haven’t let a zillion things build up in the previous routines. If you have, it’s going to take you forever to get through them and your day will be gone before you can plan it intentionally. This goes to the importance of doing these routines every day.

Do Them Every Week Day

If you do these routines every week day, they will be manageable. It will take you probably, on average, about an hour a day to get through them. (I’ve heard David Allen also state that the average knowledge worker should expect to have to take about an hour a day processing new input, which is what most of these routines concern).

If you get really on top of things, some days it will take only about 20 minutes. That’s another ideal, but it’s great to shoot for. The more consistently you do them, the less you will have to do for them each day, and you will gain momentum.

A word on exceptions: There are seasons in which you simply will not be able to do these every day. I’ve been in one of those seasons for the last couple of months because we’ve had some huge, huge projects going on that eat up a lot of time (selling a house, buying a house, moving, getting moved in, etc.). I don’t find that super fun, but sometimes it’s necessary. In those cases, still try for at least 3 times a week, and then get back to normal as soon as possible.

What is Involved in These Routines

Here is what each of these routines consists of.

Process Your Email

Get your email inbox to zero. Then, keep checking it and getting it back to zero every hour throughout the day if you can (or every four hours), but at least zero it out once a day.

A recent book on productivity was called Never Check E-Mail In the Morning: And Other Unexpected Strategies for Making Your Work Life Work. The concept was that the morning is most people’s best time, so use it for project work and not email.

I’ve tried that, but I just find it more efficient to do all my routines at once. I like to start the day with my decks clear, including email. I don’t like to do 4 out of 5 routines right away, and then save the 5th for some later time. I like getting everything out of the way. But I don’t like spending my whole morning on email. My aim is to get it cleared in about 30 minutes (or less, which is possible if I kept up with it every hour or four the day before).

Process Your Other Inboxes

Your email inbox is not your only inbox. There are at least three others:

  1. Physical inbox
  2. Voice mail
  3. Voice notes

You may have additional inboxes beyond that. Anything that “collects” unprocessed stuff is an inbox and needs to be emptied regularly. Build it into your routines so that it isn’t nagging at you to do “when I get to it.”

Your physical inbox is where you put stuff that you receive physically and need to figure out what to do with. The mail is a big item here.

But don’t think that your inbox is just a place for other people to give you stuff. I find that I am the one who puts the most stuff into my inbox. I’m often jotting down notes and obtaining all sorts of other stuff that I need to handle, and I just put it all into my inbox to process. Collect the items throughout the day so you don’t have to stop what you’re doing every time something new comes up, and process them each morning so that stuff doesn’t “expire” as it waits on your desk.

Process any new voice mails in the morning, and then keep going with this throughout the day as new voice mails come.

When I’m away from my computer or the ability to easily write things down, I have an app on my iPhone (QuickVoice, which maybe I’ll blog on later) that allows you to easily create voice recordings. So, for example, if I’m driving and have an idea of something I need to do, I’ll record a voice note. Again, you don’t want to just let these sit there. So I build it into my routine to empty these out every morning and process them into actions.

In listing the routines above, I also listed processing physical notes as something done here. These are ideas I have which I write down on paper when I’m at my desk (because I want to get them off my mind and then get back to what I was doing), and then toss in my inbox. Technically, these are processed as a part of processing the inbox. But if I get a lot of them, I usually separate them out when doing my inbox so that I can handle them all as a group.

Review Your RSS and the Web

It’s good to make reviewing your RSS reader something you intentionally do right at the start of the day (and then continue reviewing throughout the day as needeed). I suppose this routine is not strictly necessary if it works very well for you to just review your reader as it strikes. I just like getting the lay of the land in a systematic, concentrated way right along with my other routines for the day.

Blog

I don’t want to have it on my mind as some vague notion that I “have to write a blog post today.” That isn’t really in line with the GTD principle of getting everything off your mind. But creating a new action afresh each day called “write blog post” is not the most efficient thing to do. So I wrote it into my routine so that I didn’t have to keep writing it down.

So my aim is to write a post each morning at least (which clearly doesn’t always happen yet if I’m really busy). Then, throughout the day I’ll write other posts that spontaneously come to mind. So this combines both the planned and spontaneous side of things.

Plan Your Day

There is actually a whole process here that deserves a post of its own. I’ll be brief here: Basically, review your current projects list and calendar and identify anything you absolutely have to do that day. Write those down on your next action list for the day (more on the idea of a “next action list for the day” later).

Then consult with your mind and ask “what would be the three most important things I could do today?” This is the most important part. You don’t just want to do what you “have to” do that day (prior paragraph), but also should do three things that aren’t necessarily urgent, but are important and will advance your goals and the lives of others. These are your three “most important tasks” for the day. Define these and put them on your list for the day as well. And get them done.

If this sounds like a daily to-do list, which the GTD approach does not advocate, it is. I do believe in daily to-do lists. Just not the way we traditionally think of them. That’s something else I’ll also need to write more on later.

Where to Keep These

To close, the last question is: “Where do you keep this list of routines?” They need to be written down — don’t just keep them in your head. You have a couple of options here.

First, you could just write them down on a checklist that you keep in a “checklists” section of your planning program (if you use Outlook, the “Notes” section is your checklists section; if you use OmniFocus, you can create a folder called “Checklists” and keep this and other checklists there). Or, if you are paper-based, create this as a sheet in your planner, and put it in a section called “checklists” or somewhere that works for you.

Second, you could create them as a repeating task list. I actually have a whole category of tasks just for my routines (since there are more than just daily routines). I call it the “action calendar” and I keep it separate from my other next actions list. All of my repeating tasks go into my action calendar. And each time one is checked off, of course, it automatically recreates at the interval specified.

The concept of repeating tasks in a productivity application is nothing new and you’ve probably been doing it for a long time. What is new, perhaps, is that I would recommend keeping all of your repeating tasks together in one category (called “action calendar”). Then you have just one place to go to in order to see what routines are active for the day. I find that I really, really don’t like having time-based actions mixed in with my “as soon as you can” next actions (which I call “free actions”).

Coming up I’ll be talking about weekly routines, monthly routines, and yearly routines.

Filed Under: 1 - Productivity

How to Use a Holiday

December 24, 2008 by Matt Perman

We all know that the purpose of any holiday is to celebrate or acknowledge that which the holiday is about. Thanksgiving is a time to express our thankfulness, Christmas is about celebrating Christ’s birth, and so forth.

So in one sense, the idea of “how to use a holiday” sounds a bit wrong. But here’s the twist: By “holiday” here I mean not only the actual day of a holiday, such as Thanksgiving and Christmas, but also the day after and day before, along with any accompanying weekends.

There is a great opportunity here when you think more broadly. If you think strategically about the time around a holiday as well as the holiday itself, you can make these times quite interesting.

In fact, using the time around holidays well is one of the great secrets to productivity. It is a secret to productivity both in that it is a time that can be leveraged for “bonus” productivity and in that it is a time to more fully recharge, with the result that being more rested will make you more effective when things are back to normal.

Productivity, of course, isn’t the main aim. But it’s easy, for me at least, to look at days off as an opportunity to get more stuff done. And around the holidays, you have more days off than normal. So that has forced me to give thought to how to use this extra time not simply as a way to get more things done, but as a way to recharge in a broader sense — and figure out how to make the things that I do get done in this time uniquely productive.

In this broader sense, there are four purposes to holidays and the time around them:

  1. Develop relationships (new and existing)
  2. Rest
  3. Re productive in ways that you otherwise wouldn’t be
  4. Do something really interesting

These four purposes reveal four ways to make the most of the time around a holiday so that you truly can recharge, have develop relationships, serve others, and get some unique and/or truly creative things done. The key is that, for each day around and including the holiday, you need to define in advance at most two of the above purposes for the day and stick to that agenda exclusively.

1. Spend the day with family and friends

This is what you do with the holiday itself, or the day that you’ve designated to get together to celebrate. Christmas, Thanksgiving, and so forth are best spent getting together with family and friends.

However, this usually doesn’t take up the whole day. How do you think about the rest of your time on these days?

If you don’t think about that question, you risk failing to make the most of the day. For when your work is just a laptop computer away, it can be very tempting to mix working in with the rest of the day in an ad hoc, spontaneous way. This is fatal. Avoid this at all costs. I mention below that work is my second favorite thing to do on a day off, but this is not the type of thing that I mean. On a holiday, you have to unplug completely from your standard work (unless, of course, you really are required to work on the holiday — which is the one exception to mixing regular work with these four strategies).

So in addition to spending time with family and friends, you need to pick an additional purpose to govern your day and the time when you are not at any get together. Usually the best one here is to do nothing or do something interesting (which also work very well in themselves on the days surrounding the holiday).

2. Do literally nothing

This is what I’ve done on New Year’s Day for the last few years: absolutely nothing. That means no work, or anything like it — not even fun work. Only things that are purely discretionary. This is especially difficult for me because of the fact that work is actually my second favorite thing to do on a day off. That’s actually why I started doing this: I realized I need to be extra-intentional to take a complete break from things. New Year’s Day isn’t the only complete day off I take of course, but on that day I try to take things to an extreme.

So on New Year’s Day, often we will watch movies (and football) all day long, play games, and things like that. Usually I really dislike watching movies or TV in the afternoon, but this day is an exception. In our old house we used to have a fireplace that made this even more fun. Just doing nothing is a great way to relax from time to time. “Nothing” doesn’t mean just sitting around; it really just means: no work, even work that you really want to do and enjoy doing.

When combining this strategy with a holiday where you are getting together with people, such as for Christmas, that means not catching up on email or anything like that when you get home. You can only do things like play with your kids, play a game as a family, watch a movie, or something like that.

3. Work, and do something you would never have time for otherwise

The reason work is my second favorite thing to do on a day off (the first is spend time with my wife and kids) is because it is an opportunity to get to some of the tasks that are really interesting, but which you wouldn’t otherwise have time for.

For example, sometimes I’ll take a day off and update my goals for the year or tweak my filing system. I admit, that probably sounds pretty boring to many people (a whole day on filing? — though now that I know how to do it, and I don’t do that anymore). But it makes the rest of my “regular work” much more effective.

Or take last night. We drove down to my wife’s family and got there about 8:30. I wasn’t tired when everyone else went to bed, so I stayed up figuring out some new ways to organize my iTunes library better. I not only came up with some good improvements but also learned some tricks I didn’t know before. Since I have a lot more in my iTunes than just music (I also have a ton of sermons, courses, lectures, business book summaries, etc.), this will make me more effective at keeping up my learning and skills. And I’ll probably blog on how to organize iTunes in the most effective ways possible in the future.

Getting your systems running well saves you a lot of time in the day-to-day. Many of these things are essential to do; they aren’t optional in the sense of “only do them if you can — oh, here’s a holiday, so try to make some progress.” They are essential, but hard to get to. The days around a holiday provide time to do them. Nobody else is working, so you aren’t “falling behind” by taking time away from your normal work. And by getting them done, you make your ordinary work days more efficient and effective.

4. Do something very interesting

The days around a holiday are also an excellent opportunity to do something unique. Think of something fun and unusual, and do it.

Or, do something usual but still fun. So this doesn’t even have to be something you wouldn’t do on an ordinary day. For example, we take the kids to the Mall of America every so often, and doing this the day after Christmas, for example, is a fun way to spend an afternoon.

Putting this all together

So in the days around a holiday, focus the days on the above purposes. Here are some examples of how this all comes together.

Thanksgiving and the surrounding days

Thanksgiving always gives you a four day weekend (assuming you don’t have to work the Friday or weekend). So on Thanksgiving you might get together with family, and then do nothing before that and after it (for those who have to prepare the meal: that is a lot of work, but you can classify that as fun because it pertains exclusively to the holiday, rather than ongoing stuff you have to do). After everyone leaves, watch a movie, or play a game, or something like that.

Then on the day after Thanksgiving, go to the mall and do your shopping if you like being in the mix of things when they are so busy. If you don’t like that, then that day could be another candidate for doing nothing.

On the Saturday after Thanksgiving, that could be a good opportunity for doing projects around the house you wouldn’t otherwise do, or doing a bunch of interesting things. You could plan a whole day of unique activities: take the kids to the science center, then to the Mall of America, or whatever. If you’re single, fly to San Diego or somewhere for the weekend (be radical; leave on Friday, actually) or do something in your own city that you’d do if you were a tourist there, but haven’t done yet yourself.

Christmas and the surrounding days

On Christmas Eve Day, if you have to work, make it a day at work where you do things you wouldn’t otherwise take the time to do, but which will make you more effective in your job. Make it a reading day if you can, or finally get your files organized, or so forth. Maybe add to this doing something interesting: If you can, take off after lunch and go to a movie.

On Christmas, get together with family, and for the other parts of the day, do nothing or only do fun things.

This year, the day after Christmas is a Friday, which is a great opportunity to do interesting things all day, or just do nothing (which really means, if you can’t tell, do interesting things at home), or designate it as a day to tackle things you’ve been planning to get to but haven’t been able to. If you really need a break, designate Friday through Sunday as “do nothing” days.

New Year’s and the surrounding days

New Year’s Day is on a Thursday this year. If you do things right, you can make it feel like you have a four-day weekend and get really rested. Start on Monday: Get all your loose ends tied up Mon and Tue if you can so that you can go into the new year with all the decks cleared. Usually this is a slow week, so there is time to do that.

Then on Wed do things at work that will increase your productive capacity (a variation on point 3) and make it a fun day. Get together with people Wednesday night. Then, use Thursday (New Year’s Day) through Sunday to do nothing. That can include getting together with people and doing interesting things, the point is just to do no work at all. Get all rested up, recharged, and totally unplug. Then hit the ground running on Monday the 5th, the first real working day of the year.

The underlying principle here is: keep ordinary work away from you during the days around the holidays. That’s the way to make sure you recharge and make the most of your time with others, while creating some good memories and maybe getting some very useful stuff done.

Filed Under: 1 - Productivity

Preview of Windows 7

December 23, 2008 by Matt Perman

For you PC users out there, some good news: looks like Microsoft is going to be releasing its next operating system in 2009, and it sounds like a big improvement over Vista. Right now it’s called Windows 7; I don’t know if that will change.

Let’s hope it lives up to the hype. Here’s a helpful overview.

Filed Under: 1 - Productivity

Tie Up Your Loose Ends

December 19, 2008 by Matt Perman

It’s tempting when you’re 95% done with a project to just move on and leave the remaining 5% to sort of take care of itself.

Avoid this temptation.

That remaining 5% is going to come back to get in your way and make your life more complicated. If, for example, you do this with 8 different projects over the course of a few months, you now have 8 projects continuing to clog up your system or mind in some fashion, on top of whatever “real” projects you are truly working on.

Instead, take the little bit of time to complete your projects completely. Then you’ll be keeping the decks a lot more clear for a more effective, more streamlined execution of your next projects.

Update: When there are things about a project that you genuinely do want to put off until later, write those down and put them as a someday/maybe or upcoming project to deal with later.

That way, the current project really is complete, but if you want to come back and revise some things later, you can still keep track of those ideas.

Here’s one example: I just organized my garage, since we just moved in. There are a few things I’d like to change about it down the road a bit, but don’t want to take the time to change around now. So I wrote those down and I’m going to create a someday/maybe item to “update garage organization,” with those items in the note field.

Filed Under: 1 - Productivity

Putting the First Day of Each Season in Your Calendar

December 19, 2008 by Matt Perman

For some reason, my electronic calendar (iCal) has a way for you to download all of the holidays into it, but not a way to include the first day of winter, first day of spring, etc.

If you have the same problem (and this matters to you), here’s a page with all the solstices and equinoxes listed through 2010.

Filed Under: 1 - Productivity

The True Goal of a Planning System: Deciding What Not to Do

December 18, 2008 by Matt Perman

That title may be a bit of an overstatement. But there is a fundamental truth here: The main challenge is not to figure out how to get through a task list of 1,000 things. The main challenge is that there are constantly hundreds of things that are trying to pull us away from what we should be doing, from what is most important.

Most of those are good things. But if you attend to all of them, you will not be able to focus your efforts on what is truly most important for you to be doing at the present time — the present day, current week, current month, current year.

Having everything captured in a well-organized system that you review regularly allows you to see, within those things, what is most important. And, therefore, which things need to be chopped off so that you can truly, effectively, get those most important things done.

Filed Under: a Productivity Philosophy

Ergonomics Tips

December 17, 2008 by Matt Perman

After reviewing the ergonomics article I mentioned in the previous post, there were a few things I wanted to make sure and remember. I’m jotting them down here for the benefit of any readers as well.

(I used to not think much about ergonomics, but now I see that bad ergonomics can cause headaches and other problems. When you work at a desk most of the day, it makes sense to try to get this right.)

Chair Height

The height of the chair should reach just beneath your knee cap when standing. This allows your feet to rest firmly on the floor when you sit in the chair.

Armrests

This has been a puzzle for me. I like them, but sometimes find that they keep me from scooting the chair under the desk. Since I don’t use a keyboard tray (next point), this is a problem. The document says it’s OK to get rid of the arm rests. That’s good: they’re not essential. Ideally, though, you could adjust them to a height that doesn’t hinder getting close enough to the desk to reach the keyboard at a comfortable length.

Keyboard Trays

You can go either way here. I’ve had desks where I like them, and others where I don’t. At this desk I have the keyboard on the desktop, and given the desk height, that is the most natural position.

Mouse and Keyboard Height

Your mouse needs to be at the same height as your keyboard, whatever you do.

Monitor Height

The top of your monitor should just below your eye level. It should be slightly tilted back. Your line of site will then line up most naturally. This is important for preventing headaches.

There is a lot more on the subject of ergonomics. These are just the quick notes that are most important to me right now and keep proving hardest to remember. This is a subject I need to learn gradually, because for some reason it does not come naturally.

These notes are from the document “Ergonomics Guidelines,” published by the Workplace Health, Safety and Compensation Commission of New Brunswick.

Filed Under: Desk Setup

Going Through My Inbox

December 17, 2008 by Matt Perman

I’m going through my physical inbox right now. There aren’t too many things in it today, so this might serve as a quick example of some principles and approaches I recommend using.

This post will be a somewhat less structured. I’m just going to write down what I actually do in real-time. (Looking back now, this post feels a bit too first-person; but I hope that this inside-look might prove helpful in illustrating the principles and practices for processing an inbox.)

As is GTD standard practice, I go through the items one by one. But first I take them all out of the actual inbox and set them right next to me, just to my left. My inbox, by the way, is just a bit further back on my left side (I’ll touch on this when I blog on how to organize your desk: the left side of your desk is “in,” the middle and immediate right is “working,” and the far right is “out”).

First, there is an external hard drive. I brought this from home. So actually, let me back up. A lot of times in the evening, I have stuff I need to bring to work the next day (no news there). When I get to work, that stuff goes right in my inbox to get processed.

The external hard drive was one such example. Every three months, I do an off-site backup of my computer. I keep an ongoing backup (using Mac’s Time Machine program) on an external drive right next to my computer at home, and then every three months back up to a different hard drive that I take away from my house, just to be ultra-prepared not to lose any data in the event of a fire, etc.

So I have this external hard drive before me now. I have a spot for it here at work, and put it away right there.

Second, I have three new books. Two were Christmas gifts and one I ordered. I need to add those to my “To Read” list. This is a less-than-two-minute action, but I don’t want to literally do it right away. I find it most efficient to actually group my small actions into piles that I then execute right after processing my inbox. This saves time — there is less gear shifting. All three of these books can be entered at once, all filing can be done at once, and so forth. So I set them in a pile on my right side that I mentally designate as “to enter.”

Third, I have an ergonomics article to read. I’m going to read this right away, so I put it in a second pile right next to the books to enter, on my right side. This is my “to read” pile for right after I’m done with my inbox.

Fourth, I have a financial report. No action needed, just needs to be filed. I create a third pile for “to file” stuff, which will get added to if needed so I can do all my filing together.

Fifth, I have a newsletter. I review it to gather any relevant information, and then throw it away.

Sixth, I have what looks like a Christmas card. I open it. I’m getting into ultra-detail here, but to open it I open up my pen/pencil drawer to get out my letter opener. The card is from a friend, so I put it in my briefcase to take home and put with our other Christmas cards. (Just as stuff I bring to work goes into my inbox when I get here, throughout the day there is also some stuff that goes into my briefcase to take home, which I then put in my inbox at home, or else deal with right away.)

Seventh, I have some extra ink for my printer here that I brought from home. I have a drawer for extra supplies like this, and it goes in there.

Eighth, I have the manual for my printer. Actually, there are about 5 documents here. One is in another language, so I throw it away. Two more are ads, so I throw them away. I put the remaining two relevant parts of the manual into my “to file” pile.

Ninth, there are a few other books I brought today to refer to as I do one of my projects. I put those on my right side, in the back, so they are easy to access when I get to that project. Note: I would not keep those books there long-term, as this is how desks end up getting messy. They are there for today. If I have to put the project on hold for a week for some reason, those books will go back on the shelf or up in a bin that I have here for “project support material” that is too big to fit in a file.

Last, I have an adapter for my laptop that lets me plug into a projector with an older type of port. Need to think about this a bit. I already have one of these in my briefcase so that I’m always ready for this (learned the hard way). So I don’t think I need this. I think I’ll give it to our IT department, so I’ll put that in the last pile on my right side, “out.”

Now I have my inbox processed. There remain four piles of less-than-two-minute actions to my right now, and I don’t consider myself technically done until I handle those actions. The piles are: to enter, to read, to file, and out. I’m glad to have those small actions grouped. Now I’ll take care of those and move on to the next thing.

Total time? This level of items would probably have normally been about 5 minutes or less. Maybe a bit more. Took a little longer this time because of writing this post at the same time.

Filed Under: Workflow

How to Know if Your Planning System is Usable

December 16, 2008 by Matt Perman

I am always tweaking and updating the approach I take to planning and GTD. It is of utmost importance to me that my system be easy to use. If it’s not easy to use, it’s going to take away time that should be going to execution. And, it creates drag.

Here’s my criteria for determining if my approach to managing projects and actions and so forth is simple enough: When my son is 10 years old (right now he’s 6), will he be able to use a reduced form of my system to get things done (homework, etc.)? If not, it’s not simple enough.

That’s one of my guiding principles as I continually seek to refine and improve upon my methods for getting things done most effectively.

Right now, I’m thinking through ways to make the GTD contexts more effective. For example, “@errands” and “@agendas” work like a charm.

But I typically find “@phone” to simply be an excuse to put off making phone calls that are going to take up more than a small amount of time. Further, I always have my phone with me, and segmenting actions into a context doesn’t seem as valuable when you are always in that context. Likewise, “@computer” isn’t super helpful to me, because so many things fall under that context, and I almost always have my computer with me as well.

So that’s a key issue I’m thinking through again right now. I hope to come up with something that will be powerful enough for adults in high-stress, demanding situations and yet simple enough for my son when he is ten.

If you have some innovations here that you’ve found promising, please send them my way. I’ve been trying out various ideas for a while, and hearing what some of you have done would be really helpful to add to the mix.

Filed Under: Workflow

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What’s Best Next exists to help you achieve greater impact with your time and energy — and in a gospel-centered way.

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About Matt Perman

Matt Perman started What’s Best Next in 2008 as a blog on God-centered productivity. It has now become an organization dedicated to helping you do work that matters.

Matt is the author of What’s Best Next: How the Gospel Transforms the Way You Get Things Done and a frequent speaker on leadership and productivity from a gospel-driven perspective. He has led the website teams at Desiring God and Made to Flourish, and is now director of career development at The King’s College NYC. He lives in Manhattan.

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