One more thing before you start your day

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You know how things always take longer than you think and how your carefully thought out plan for the day too often goes to pot? You start the day and discover you allocated too much time to one thing and not enough time to others, or didn’t do things you’ve been putting off.

Yes, you can adjust. We all do. But there’s something else we can do before we start our day that makes it less likely we’ll need to adjust and more likely we’ll get our most important tasks done.

After you make your list, visualize the day ahead in as much detail as possible. 

Run through the list and imagine everything on it, as though you are doing it.

See yourself waking up, doing your morning routines, checking your list and calendar, and then making calls, responding to email, talking to your staff, reviewing and drafting documents—everything, until it’s time to call it a day.

See the entire day—what you do, how long it takes, and how it feels as you do it.

It’s a simple way to know if your plan is both realistic and likely to accomplish your most important tasks. 

Does anything seem unnecessary? Do you have enough time to do everything? Is there something you should do (or want to do) that’s not on the list?

Think of it as a dress rehearsal for the day. If you don’t like your performance (in your head), you can make adjustments before the day begins.

Or realize you need to call your understudy so you can take the day off. 

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Add this to your weekly review

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Over time, my weekly review has become more about tidying up (emails, notes, tasks, projects) and choosing tasks for the upcoming week rather than an actual review of what I did the preceding week and using that to plan the next.  

You too? 

One thing we can do to improve our “review” is to take a high-level inventory of the week by asking two questions: 

  1. What went well? 
  2. What can I do better? 

We can take a quick look at our calendar and/or task management app and note everything we did that week, what worked, and what didn’t, or drill down into specific projects or cases and identify our progress or lack thereof.  

We could record our results in a diary, or spreadsheet, so we have something to look back on. We could also gamify what we’re doing and reward ourselves when we follow our plan.  

Sometimes, it’s difficult to be objective about what we’ve done and we should consider asking others for feedback. Talk to a partner or friend, or email your subscribers, and ask what they think about your recent offer, article, action, or idea. 

What went well? What can improve? 

Perhaps the biggest benefit of tracking our activities this way is knowing that by doing that, we’ll develop the habit of thinking about what we’re about to do before we do it. 

How’s that for a novel idea? 

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When your calendar and task app aren’t enough

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Do you ever get notifications about an upcoming appointment or scheduled task and miss it? You don’t see the pop-up or hear the chime and, oh well, there has a be a better way. 

Besides having an assistant knock on your door to tell you your next appointment has arrived. 

I just heard about a guy who uses a stupidly simple way to make sure he doesn’t miss things. Or ignore them. In addition to setting notifications for events on his calendar et al., he sets the alarm clock on his phone. When it rings or buzzes or chirps or plays a song, he can’t ignore it because it doesn’t stop until he stops it. 

And, unlike the polite notifications most of our apps give us, the alarms on our phones are loud. And obnoxious. Which is why we use them to wake up (especially when we have an early plane to catch and it’s still dark out). 

He sets an alarm to notify him to wake up, of course, but also for meetings, to eat, exercise, shut down for the day (and plan the next day), and for important tasks and time blocks that often get away from him.

I thought this was a great idea and set up my first alarm for 9am tomorrow to try it out. You might want to give it a go yourself. 

Especially to notify you it’s time to do something you don’t want to do. 

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Be selective, not exhaustive

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I’m sure you’ve figured out that you will never get everything done. But you do your best. You go through your lists of tasks and projects and goals, prioritize them, work as hard as you can, but you still don’t (seem to) make a dent.

Stop trying so hard.

Choose a few things that are important to you and let go of the rest. You’ll feel much better. And get much more (important things) done. 

One area to do this is with your reading list. You don’t have time to read all those books and articles and watch all those videos. And you shouldn’t try.

Skim through the pile if you feel you must or delegate that to staff. Or buy “book summaries” instead of the whole enchilada.

Commit to consuming only the highest quality material and ruthlessly eliminate everything else.

Yes, it will take time to sort through everything, but the tradeoff is that you’ll be able to delete perhaps 95% of your reading pile. Most things are unimportant, cumulative, or irrelevant. Get rid of it in favor of the precious few.

(I’m reminding myself of this as I type. . .)

What then? Stop skimming and start studying. 

Read (the good stuff) slowly. If it fizzles out, jettison it and move on to something else.

Highlight key points and think about the ideas presented—what they mean, questions they answer, other questions they pose—and put the important points in your notes, in your own words. They’ll have more meaning for you that way because you’ll need to reflect on them before you record them. 

What do you agree with? What do you like? What bothers you? How will this information benefit you?

And decide what you will do with this material. Tag your notes for your current and upcoming projects and add links to other notes you’ve made on the subject.

Don’t rush. This is the good stuff, remember, so take your time. Write an outline or summary. And then read the material again.

Yes, more time. But you have that time because you got rid of 95% of everything else.

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110% effort? 

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You can accomplish most things worth accomplishing without extreme effort. In fact, giving things your all might be counterproductive. 

You get tired and make mistakes. You have unreasonable expectations and feel bad for falling short. You spend most of your time on one project and your other responsibilities and goals suffer. 

Of course 110% effort isn’t possible. Neither is 100%. Even 90% is too much. Instead, some experts suggest you dial down your effort to 85%.

Supposedly, that’s the sweet spot. Enough effort (time, energy, commitment) to be manageable and avoid burnout. Enough to allow you to do your best work and accomplish your most important goals.  

You’ve only got so much juice to give. Scale back. You’ll be more productive. 

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Do more of what works?

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Yesterday, I quoted Peter Drucker’s comment about the “aim of marketing” and shared my thoughts. Today, I want to chew on another quote from the man which you will surely recognize. It begins: 

“Do more of what works. . .” 

That sounds like good advice, but how do we know when something works? 

If we get desirable results, we have to say it’s working, but what if we could get better results doing something else?

Or doing the same thing, but differently? 

We might dramatically improve our results by changing our words, our process, our timing, or by involving different people. In which case, continuing to do what’s working might not be best. 

We should always look for ways to make what’s working work better. 

Hold on. What does “better” mean? 

In the context of marketing, better might mean bringing in more clients, but it might instead mean bringing in clients who have more work for us, bigger cases, or work that is more profitable.

“Better” could also mean “easier”. Or more enjoyable. Or more consistent with our values and long-term goals. 

Okay, we get the idea. Don’t stop doing something that produces desirable results unless you find something better and always look for something better

But we can’t ignore the second half of Drucker’s quote, “…and quickly abandon what doesn’t (work)”. 

What does this mean? 

No results? Poor results, compared to what? Results that require too much time and effort, i.e., aren’t worth it? 

And, if we determine that something doesn’t work, should we completely (and quickly) abandon it? Doesn’t it make sense to see if we can fix it?

So many questions. 

The full quote, “Do more of what works and quickly abandon what doesn’t” is easy to understand and remember. It isn’t bad advice, just incomplete. 

But it’s a great place to start. 

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Got a minute? Try this. . .

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It’s easy to do and makes a lot of sense. A simple way to find things you need to do but often don’t. 

All you do is create a list of small tasks you can do when you don’t have a lot of time, energy, or motivation. Add labels or tags so you can find these tasks when you have a few minutes between appointments, for example, or when you’re tired and don’t want to do anything cognitively demanding.

This isn’t primarily for regular routines or for tasks you schedule in advance. It’s for the things that tend to fall through the cracks. 

When you have 5 or 10 minutes before your next appointment, call, or meeting, for example, you can jot down a few notes about an article you’re planning to write. In the afternoon, when you’re low on energy, you can read an article or watch a video for an upcoming project. 

I’ll bet your task app, or list, is filled with tasks that qualify. Find them, tag them, and do them when you the opportunity presents itself. 

Some people create tags for 5, 10, and 20 minutes. Or “energy” tags for “low, medium, and high”. Some people set up filters for combing time and energy, e.g., “10-minute low-energy” tasks or “5-minute tasks for the xyz project”. 

One benefit to these kinds of lists or filters is that they allow you to more easily bundle tasks, e.g., errands, chores, admin, or involving other people, so you can get them done in one go.

Having lists of tasks you can knock off when you’re tired or busy feels good and might stimulate you to get other things done. 

But I think one of the biggest benefits is that it allows you to create shorter lists devoted to your “most important” tasks each day, without the clutter or distraction of everything else you could do.,

Shorter lists of “must do” tasks allow you to focus and do them. After you do them, you can easily find other things to do.

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What do you plan to do with this information? 

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Best-selling author Ryan Holiday said, “When intelligent people read, they ask themselves a simple question: What do I plan to do with this information?” 

That’s the reason we read, isn’t it? Yes, we also read for entertainment and to learn about subjects that interest us, but the primary reason we consume content is because we want to do something with the information. 

We have projects to complete and goals to achieve. We want to grow our business and improve our life and we use the information we gather to help us get better results. 

Holiday seems to suggest that deciding what to do with the information is best done before we read it, or at least while we’re doing it. We get more out of it that way because we see the information in the context of our work or an important area of our life.

So, when you buy a book or bookmark an article or video, think about what you want to get out of it. What do you hope to learn? To which project or area of your life do you think it will apply? 

By considering this in advance, when you read the material, you’re more likely to pick up on things you might have missed, and ask yourself more probative questions that can improve your understanding and use of the material. 

Then, when you read the material, take notes and put those notes in your own words. Don’t merely record the facts or ideas, write down what you think about those facts or ideas and how you can use them.

Do you agree with the author? See a better way? Think of additional ideas? 

Add tags or labels to your notes  to make them easier to find. Add links to your other notes to make them more useful. 

And decide if the information is good enough to read more than once.

Finally, if you realize that the material isn’t what you hoped it would be, don’t hesitate to skim the remainder or close the book and find something else to read. 

Because information is only as good at what you can do with it. 

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Start with the end in mind

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What does it mean to ‘start with the end in mind’? It means instead of starting from where you are and moving forward, you start with your goal and work backwards. 

We usually start with where we are right now, and that’s okay, but it’s not always clear what to do next. You’re shooting into the dark and make it more likely to get distracted or waste time figuring out what to do.

When you start with the end, the last step before reaching the goal is the first step in your plan.

Sounds crazy, but try it with your next project or goal. 

Let’s say your goal is to sign up 10 new estate planning clients in the next 60 days, who pay you an average of $10,000, and you want to accomplish this via referrals from your current and former clients. 

That’s the goal. What do you do?

You ask yourself if you could accomplish that goal tomorrow and when you say you can’t, you ask, “What would I need to do (or what would have to happen) first?”

You might say that you would need appointments with 20 prospective clients (assuming you typically close one out of two). “Could I see 20 prospective clients tomorrow?” No. “What would I have to do first?”

You might answer that question several ways, but let’s say you decide you would need to have 75 clients contact 3 people they know and tell them about you and what you can do for them. 

They would explain to their friend why they hired you and why their friend should do that, too. Your clients would send them information you provide about estate planning, your services, and a special offer or incentive. 

Could you send all that to your clients tomorrow? 

No. First, you would have to write the email you want your clients to send to 3 people they know, your report or other information, and the terms of your special offer. 

You’d also have to compose the email you will send to your clients asking them to email this information, or the outline of a short script you can use if you call them instead. 

Could you write and send all that tomorrow? Let’s say you can’t. You first have to outline what to write and make a list of clients to send it to. 

Could you do that tomorrow? If you could, that’s your plan for tomorrow. That’s your first step. 

There might be more steps, different variables, or a completely different plan, but this is the process for laying out everything you need to do, in the order in which to do it.  

When you have a goal or a project and you’re not sure how to get started, start with the end in mind and work backwards.

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You only need 3 lists

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We like our lists, our task apps, and our systems. We like planning and managing our days. But many of us overcomplicate things, often spending more time managing our lists than doing the tasks on those lists. And being stressed as we perpetually look for the perfect system. 

I was reminded of that recently when I saw a post on social crediting Marc Andreessen’s way of managing his very busy days. Andreessen puts his tasks into just 3 categories: 

  1. NOW
  2. NEXT
  3. LATER

And I think he puts them on a single page. 

We can quibble about the meaning of “now”. For some of us, that means “immediately,” as soon as we finish making the list. For others, it might mean “today”. Others might include tasks intended to be done over the next few days. 

For me, “now” means “today”. I like to look at the list, see what’s on tap for the day, and not have to think about anything else until it’s time to look at tomorrow. I also put those tasks in the order I intend to do them.

“Next” surely means tasks to do after you complete the tasks on your first list. That might mean later today, later in the week, or as soon as you can. It might include scheduled tasks, projects to review, single tasks, or routines that need to be done, well, routinely.

“Now” and “Next” are pretty clear. It’s “Later” that can cause problems, especially if it becomes a dumping ground for everything you want to do after you do the tasks on the first two lists.

An endless “Later” list isn’t helpful. The best solution is to impose a cutoff. “Later” might mean “next week” or “later this month” for example.  

What do you do with everything else? Things you want to do next month, next quarter, next year, or “someday”? 

Schedule them. 

Put these in your app or on your calendar to either “do” or “review” on a future day. That’s what I do, and it keeps me (reasonably) sane. 

The point of having just 3 lists is to keep things simple, because if it’s simple, you’ll do it.

Each day, look at your “now” list or today’s list and get to work. When you finish the tasks on that list, you can start on “next” (if you have the time and energy), or put those tasks on your list for tomorrow and go have some fun. 

What do you do to keep your task lists manageable?

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