A friend of mine recently asked me to tell her some of the things that I do to stay organised at work. There are countless productivity blogs and sites out there on the web I could have referred her to, but I thought it would be an interesting exercise to sit down and think about what methods I actually use. Here is what I came up with. It seems to be very heavily influenced by David Allen’s Getting Things Done, Inbox Zero, and a bit of common sense thrown in.
Email Zero
The first and ultimate tool of staying sane is keeping at Inbox Zero. This, I think, is one of the super weapons of office productivity. There are heaps of tricks and methods for staying at Inbox Zero, but the main premise is simple: at the end of each day, get your inbox empty. That means no unread emails, no read emails flagged for follow up, nothing. Read everything, put any new actions on your actions list (see below), store information mails in an appropriate folder, and then either trash or file the rest – how you like.
Your inbox is just that – an INbox. It’s where new stuff comes in and sits until you have a chance to deal with it. It’s not a task list, and it is most certainly not a storage system. As soon as it becomes both, both new messages and your to-dos get buried in the mass of junk email.
If your inbox has 2,358 emails in it, and 781 of them are unread – then it’s time to clean house. I would just throw everything older than a week into a folder and forget about it. You’re not going to read it anyway, right? Then process the remaining emails, sorting out actions and information, then sit back and admire your new, clean, empty inbox. You’ll be surprised how refreshing it is to stare at an empty inbox pane in outlook.
The 2 minute rule
After Inbox Zero, this rule is golden, and it is really easy. In fact, if there is just one thing you take from all of this, it should be the 2 minute rule. It’s simple – if the task you’re looking at right now will take less than 2 minutes to do, then do it now. Don’t put it down to do later. Do it now, and then it is done – and you don’t have to waste energy and time picking the issue up again, thinking about it, and deferring it again. This is especially important when cleaning out your inbox.
Know the next action
For each of your projects or responsibilities, there is a next action, and it is sitting on someone’s desk. You need to know, for each project/responsibility etc, what that action is, and on who’s desk it is currently sitting. Bonus points if you know if they are actually actioning it – but if it is important and/or urgent, then you should really find that out, and even better if you can commit them to a deadline. (You should put the deadline in your daily trigger list… see below)
Urgent and Important
This brings me to the next important thing: when you are deciding which task or thing to work on next, you need to know the difference between what is urgent and what is important. Things that are urgent are not always important, but they win out in reality nearly 99% of the time. If the urgent thing sitting on your desk is not really important, isn’t it worth considering spending time on that important thing so you know it gets done?
Lists Keep good lists
The trick with lists is having just enough to have their purpose be uniquely clear and useful, but not too many that you get overwhelmed and stop using them. I keep four basic kinds of lists:
- Action list. If you’ve got a thing you’ve gotta do, it’s an action, and it goes on the list and stays there until it’s done. You can organise/sort the list however you want, or you can even have sub-lists for different kinds of list items. The important things are:
- Actions are things you do. Try not to add an action to “think about what the next action is”. If you need to think a bit to work out what the next action is, do that now, then add the action to the list.
- Add all actions that you have to do to the list when you realise that you have to do something – then a) you don’t forget, and b) you aren’t relying on the grey matter to remember.
- Don’t add any actions that you can’t actually action yet. That is, if this action only becomes something you can do after a certain time, then put it on a trigger list (see below)
- Project list. This is (hopefully) a relatively short list containing all the projects that you are responsible for. Important here is the definition of “project” – it doesn’t mean only big, long-term projects or processes that you have been appointed “Project Manager” for – it is any thing that requires more than one action to solve. For example, “Implement new development branching strategy” is a project, and so is “update release process documentation”.
- Trigger list. When stuff needs to happen on or after a certain day, don’t add it to your action list until it can be done (doing so mixes actions schedules, and unless your action list has 10 or fewer items, it gets unmanageable). I have a 0 minute calendar item at 8am every day of the week, and in there I make a list of the things that either have to happen that day, or are first available to happen. For example, I might add “check that the QA results arrived” or “write email to Metrics team with update on week 1 results”. Check the list as part of your daily planning.
- Maybe/someday list. Whenever something pops into my head and I think “that would be great to do/think more about… one day”, I put it on the Maybe/someday list. Every so often I browse through the list, and either remove stuff that isn’t relevant anymore, or sometimes move things from the “maybe” pile to the “projects” pile.
Write it down
When something pops into my head, I write it down. I’ll either write it straight on my to-do list, or I’ll send myself an email, so it ends up in my inbox, and will be dealt with the next day (when I empty my inbox). My brain doesn’t allow me to remember everything – so I write it down so I don’t have to.
Do one thing at a time
This one I find particularly challenging personally – but it’s really important. The brain is a single-threaded machine (even Internet Explorer has more threads than our brain), and task-switching has a price – every time you switch tasks, your brain has to reset itself and deal with the new task, new boundaries, as well as pull a heap of relevant background information out of deep storage. It wastes time and energy, and it’s usually not worth it. Do one thing at a time, until you’re either finished with the task or you are blocked, then switch. This goes for email and messenger too (easier said than done when it comes to instant messenger, I realise).
If you are working on something really important, then don’t be afraid to close Outlook, turn off messenger and put your phone on silent. The emails, tweets, facebook updates, instant messages and voicemails will all be still there when you go back online.
Plan your day
Use your calendar reminders, but don’t rely on them. Look at the day ahead of you in the morning. What meetings do you have? What things do you absolutely have to get done today? If you need to prepare for a meeting, it is better to prepare in advance of 5 minutes before the meeting.
Look at the trigger list for the day, and add any items to the actions list. Look through the actions list, and get an idea of which items you will work on today.
Take notes
If you’re in a meeting with someone, whether it be an informal chat or a scheduled meeting, take notes. You will not, can not, remember all the important things out of any meeting unless you write them down during the meeting. I don’t care how good your memory is – if there is more than one important thing you need to take away, you’ll forget one of them. So write it down.
Now comes the really important part. Anyone can take notes in a meeting – but the notes are worthless if you don’t use them. When you’re back at your desk, read through your notes. Any actions that you can do in less than 2 minutes, do them now, and putthe rest on your actions list. Put any future things on a trigger list. Did you just land a new project? Put it on your projects list.
Weekly review
The weekly review is where it all comes together. You need to give yourself time, once a week, to go through all of your stuff, and clean house. Either the end of the week or the start of the week is good, but I try to do it at the end of the week so that I can start afresh on Monday, and not have unresolved stuff floating in my head all through the weekend. It really works – when you have gone through all your shit, and planned the next week so you know there are no surprises waiting for you on Monday, it really helps you “switch off” from work over the weekend and enjoy your private time.
Start with your next week’s appointements. Any meetings you need to prepare for? Any deadlines approaching that you need to think about? How will it effect what you choose to do on Monday? Then go through your actions list. Anything important you’ve missed that you should really do before you go home? Any actions not relevant anymore, or that have been done already? Clear them out. Go through any notes you’ve taken in the past week at meetings or whatever, and make sure they’re all cleared of actions and projects. And, most importantly, make sure your inbox is empty!