Taking inventory and getting organized

Share

Most people have way more “stuff” in their life than they need or want or even know they have. I was reminded of this over the last few days while setting up my new laptop.

I went through the old hard drive, making a list of programs to install on the new drive, and realized I didn’t recognize half of the program, and others I never used. There were many programs I didn’t install on the new drive. I mean, how many pdf makers and readers does one really need?

I’ve organized documents and folders. Put things in a more logical order. The new machine is lean and uncluttered. I can see what I have and find what I need. It feels good to be on top of things.

So now, I’m looking at other things in my life I can inventory and organize. December is a good month to do that. I’ll start with my projects and someday/maybes, so I can make decisions and set goals based on what’s important rather than what happens to be in front of me.

Why not do the same?

An easy place to begin is with your physical environment–closets, drawers, desks, the tool shed, the trunk of your car. What can you get rid of? As you eliminate things you don’t use, you make room for new and better things.

In the office, you might organize forms, form letters, and templates. Get rid of or update the ones that are obsolete or that you don’t use. Do the same for books, email subscriptions, and blog feeds.

How about taking inventory of your clients? Some are more valuable to you than others. Which ones can you ask to find another attorney? Which clients should you give more attention to?

How about your friends? Are there people in your life who enervate you? Cut down on how often you see them, or resolve to not see them at all. Do you have a friend you don’t see often enough? Now you’ll have more time for them.

Do you belong to too many groups? Support too many causes? Have too many hobbies or take too many classes? By cutting down on some, you can do more with the ones that matter.

Take inventory of the people and things in your life and pare things down to a more manageable number. Organize what’s left so you can access it more quickly. You’ll be better able to see what you have, what you need, and what you want to accomplish in the coming year and beyond.

Taking inventory and getting organized is a process of deciding what’s important so you can focus on it. When I’m not sure whether or not to keep something, I ask myself if it can be replaced. If not, I’ll hang onto it and look at it again some time down the road. If it can be replaced, out it goes. Usually.

If you’re too busy to take inventory of everything right now, take inventory of what needs to be inventoried. Make a list of possible areas of your life you’d like to streamline and organize. Then, tackle one area each month. By next year at this time, you’ll be a lean, mean, organized machine. With lots of room for new stuff.

Learn how I organize my digital life in my Evernote for Lawyers ebook.

Share

Some perspective on marketing legal services

Share

You often hear me say, “marketing is everything we do to get and keep good clients”.

Everything.

In terms of time, it’s mostly the little things we do every day. It’s the way we greet our clients and make them feel welcome. The emails and letters we send to former clients to stay in touch and remember them during the holidays. The articles and blog posts we publish to educate people about the law.

Marketing is also bigger things. Creating a new seminar or ad campaign. Scoping out and joining a new networking group. Recording new videos for your website.

And everything in between.

Most of the little things take little or no time to learn or apply. They are a natural extension of your values and personality, not the application of technique. Treating people with respect is part of who you are, not something you learn in a book.

Creating content for your website requires some time, but not an inordinate amount, given that it’s mostly writing things down you already know and do.

Bigger projects require more time and resources, it’s true, but you don’t do them every day. You outline a new presentation, create the slides or handouts, rehearse, and you’re done. Maybe it took you a week or two, but now you have a new marketing tool in your arsenal you can use over and over again.

Bigger projects can serve you long term. Getting involved in a new networking group, for example, takes extra effort initially, and may take months to bear fruit. But that group could eventually become a major source of new business (and friendships) for you, and last for decades.

Do something marketing related every day. 15 minutes is good. Reach out to a few former clients or other professionals with a note or email and watch what happens. Once a month or so, work on a bigger project. A 30 Day Referral Blitz, for example.

Whenever possible, invest your time and resources in creating things with a “long tail,” like new relationships, new content for your website, and new ways to grow your email list.

Marketing legal services doesn’t have to be daunting. If it is, you’re not doing it right. Sure, there are new things to learn and new things to do, but mostly, its about attitude.

If you’re struggling in your practice, start by examining your attitude towards marketing. If you don’t like marketing, if it’s something you force yourself to do, you will continue to struggle. If there are things you like and things you don’t, great–do more of the things you enjoy and are good at.

Marketing is a lot like lawyering. It takes place mostly in your head.

The Attorney Marketing Formula comes with a marketing plan.

Share

How to avoid procrastination when writing

Share

Do you have a procrastination pad? That’s what one writer calls a pad of paper you keep on your desk, onto which you jot down anything that you need to do or remember that occurs to you while you’re doing something else. It allows you to record the note and immediately get back to what you were doing.

Okay, not brilliant. But not a bad idea, either. Because you always have this pad within reach, you don’t have to go scrambling for a legal pad or scratch paper. And because it is dedicated to recording tasks to be done, not data to be filed, you can periodically input your list into your regular task management system.

Of course you can also set up a digital equivalent on your computer. Keep a text file open and minimized, and no matter what else you may be working on, you’re just a click away your electronic procrastination pad.

Or, you can do what I do. I have Evernote running at all times (I’m writing this now in a new note) and when I get an idea, I type it into a new note in my default notebook (my “InBox”). On my iPhone, I open Drafts and either type or speak-to-text the idea and send it to my Evernote Inbox.

When I’m writing, I often get ideas I want to record. Something I need to research, for example. I know if I stop writing to do the research, I’ll lose momentum and perhaps get lost down the rabbit hole that is the Internet. To avoid procrastination when writing, I make a note of what I need to know or do, and keep writing. I could record this elsewhere, but I find it best to write it within the text I’m working on.

Wherever I find myself stopping, I write a note to myself, within the sentence or paragraph. I put the note [in brackets] or preface it with my initials, “dw:”, to identify it as something I need to do. This allows me to keep writing, which is especially important for a first draft.

Once I’m done with the piece or section, I go back and find all of my “notes to self”. When I do the research later, I don’t have to remember where to insert it, I just go back to my note.

In addition to notes about research, I also make notes about passages that don’t sound right (i.e., “re-do this”), that need elaboration (i.e., “expand this”), or that might belong somewhere else (i.e., “put in chapter 2?”)

By separating the writing from the research, editing, and thinking, I procrastinate less and write quicker and better first drafts.

For more on how I use Evernote for research and writing, check out my ebook

Share

5 simple steps for improving productivity

Share

I’m going to give you a simple checklist for improving productivity. To use it, first make a list of everything you do in your work day. Do this over the course of a week so you don’t leave anything out.

Include everything: seeing clients, paperwork, calls, meetings, administrative. Include your commute and errands. Also include things you do during work hours that aren’t work related (e.g., playing games on your phone, coffee breaks, watching videos, etc.)

Once you have your list, go through every item. Look at the checklist and make notes. For best results, go through the list several times.

CHECKLIST FOR IMPROVING PRODUCTIVITY

1. Eliminate. Ruthlessly purge anything that is unnecessary or does not contribute enough value to continue doing. Peter Drucker wisely said, “There is nothing less productive than to make more efficient what should not be done at all.”

2. Delegate. Just because something must be done doesn’t mean you are the one who must do it. Assign these tasks someone in house or outsource them, so that you can do, “only those things that only you can do.”

3. Do it less. What could you do less frequently? If you do something daily, could you do it once a week? Once a month? What can you consolidate with other tasks? For example, can you do some of your reading or dictation during your commute?

4. Do it faster. What could you do in shorter chunks of time? If you routinely take an hour to do something, find ways to do it in 30 or 45 minutes. How? Eliminate or delegate parts, use forms and checklists, improve your skills, or get help (i.e., do it with a partner).

5. Do it later. Are you doing anything during prime time you could do after hours? What can you do when your energy is lower? Which tasks are routine or low priority and don’t require your full attention?

Improving productivity means improving effectiveness (doing the right things) and efficiency (doing things right). 80% of your improvement will come from steps 1 and 2 which focus on effectiveness. Eliminating and delegating things that don’t need to be done or could be done by someone else frees you up to do more high value tasks. The remaining steps will help you become more efficient at everything else.

The Attorney Marketing Formula shows you how to earn more by working smarter, not harder.

Share

Marketing legal services: minimal effort for maximum return

Share

Would you do any marketing if you didn’t have to?

I’m not talking about “internal” marketing–treating clients well, staying in touch with them, creating an environment that is conducive to referrals–I’m talking about external marketing–ads, social media, speaking, writing, videos, networking, and all the other things everyone says you need to do to bring in new clients.

I wouldn’t.

Why spend the time or money if you don’t have to?

If you didn’t have to do any external marketing, imagine how that would feel. No guilt about what you’re not doing, no forcing yourself to do things you don’t want to do.

If you don’t like social media, guess what? You’re off the hook. Go spend the time cranking out more billable work. Or take up a hobby. If you do like social media, you can do it for fun, not because you need to bring in business.

The same goes for speaking and networking. Do them if you enjoy them, stay home if you don’t.

If your internal marketing is working, you’re getting repeat business and referrals without any additional effort.

The phone rings and people want to hire you. You don’t have to find them, convince them, or cross your fingers and hope they have the money. When they call, they’re pretty much ready to go.

Nice.

On the other hand. . . (yeah, the fine print). . . I can’t promise you that internal marketing will always bring you enough new business. Your clients may want to send you referrals, for example, but not know anyone who needs you right now.

And. . . even if your internal marketing bring you plenty of new business, there’s nothing wrong with bringing in more.

So. . . in order to hedge your bets, you might want to do some external marketing.

What do I suggest? What is the best use of your limited time? What has the biggest potential return for your effort?

A content-rich website.

Because when someone is referred to you, the first thing they do is go online to check you out. No website and you scare them off. And, if your website is nothing more than a listing of your practice areas and contact information, it’s not enough to show anyone why they should choose you instead of any other attorney.

“Content” means information, not about you but about the prospective client. He’s searching for answers. He’s looking for proof. Your content provides those answers and that proof.

And it’s so easy to do.

Start by writing down ten or twenty questions clients and prospects typically ask you about your area of expertise. Then, answer those questions. Talk about the law and procedure. Describe the risks and the options. Point them towards the available solutions. Include some stories of cases or clients you’ve had, to illustrate your points. Post these online on a website or blog.

Now, when someone goes online to check you out, they will see that you know what you are talking about and that you have helped other clients to solve these problems. You haven’t just told them what you do, you’ve shown them.

In addition, when people go to a search engine, looking for information about their legal issue, your content brings them to your website. The same thing happens when people share your content with their social media contacts.

Marketing legal services (externally) really can be this simple.

If you have a website, add content. A single article you post today could bring you new business three years from now. If you don’t have a website, start one. Add some content to get it started and once a week or so, add more.

While it’s not quite “set it and forget it” marketing, it’s about as close as you can get.

If you need help starting or growing a website or blog, this is what I recommend.

Share

What’s your I.Q.?

Share

What’s your I.Q.? If something doesn’t work out for you, how quickly do you say “I quit”?

I’m sure you’ve hired someone who didn’t work out. You’ve tried software systems or apps that you ultimately rejected. You’ve tried new marketing methods and didn’t stick with them.

How much are you willing to put up with before you say “no mas” and move on?

Of course this is a rhetorical question. Everything is different. It depends on the cost (time and money), the potential return, the complexity, and market conditions. And it depends on you–your knowledge and skills, your finances, your goals, your work ethic.

And so there is no right or wrong answer. But clearly, we have all tried many things we have abandoned that might have produced the desired result had we given them enough time. As Thomas Edison said, “Many of life’s failures are people who did not realize how close they were to success when they gave up.”

Successful people have a long term perspective. They are willing to invest today for a return that might be a long time in coming. Unsuccessful people want instant gratification. And yet nobody wants to do something that’s not working and not likely to do so. When should you continue and when should you admit defeat and try something else?

One thing you can do to answer this is to find someone who has successfully done what you are contemplating and do what they did. In other words, find models and model them.

Because if they did it, there’s a very good chance that you can do it, too. Just knowing that will keep you going when you otherwise might quit.

Don’t necessarily compare yourself to others. When they started, they may have had more skills than you do, or a bigger network. It may take you longer to accomplish what they accomplished. It may be harder.

I’ve found this to be true in my life, and I am okay with this. If what I am attempting promises benefits that I truly want, it’s okay if it takes me longer. What I care about is knowing that I can do it. If I know that it’s possible, based on what others have done, I’ll keep going. In this case, I have a very high I.Q.

I admit, this is not always true. Sometimes, along the way, I discover something about myself or about the journey and change my mind about what I want or what I’m willing to do. But having that model at the beginning allows me to get started and keep going long enough to make that discovery. As a result, I’ve done more than I ever would have done had I waited for the right time or conditions.

What about innovation? Highly overrated. Most inventors will tell you that what they do is look at something that already exists and see it doing something different. Or, combining two things into something new. Entrepreneurs do the same thing.

If you want a successful law practice, find successful lawyers in your field and study them. Find out what they did to become successful and do that. It may take you longer and you may have a bumpier journey than they had. But at least you know that if you follow the same road map, there’s a very good chance that you will get to the same destination.

Want referrals? Quickly? Try The 30 Day Referral Blitz.

Share

163 Getting Things Done Software Options

Share

I admit it. Even though I am committed to Evernote as my getting things done software application, I still like looking at other apps. It’s fun. I get ideas. And yes, I get tempted. But I stay with Evernote, even though it is not a GTD app and does have limitations, because it is simple, powerful, and I can make it do what I want it to do. (I also like having all my tasks and projects in the same place as my notes.)

I chose Evernote because everything else I tried was too complicated to learn and/or use, or didn’t “feel” right for me. I found myself spending too much time managing lists instead of getting things done.

Anyway, if you’re still looking for the perfect app, or like me, you enjoy seeing what else is available, you might want to take a look at this directory of 163 Getting Things Done Software options. I found it by reading a post that summarizes ten popular GTD apps. Of the ten, I have the most experience with Toodledo and Nirvana. They’re both worth a look.

Careful, though. No matter what productivity system you use, trying out new apps can become addicting. You can spend hundreds of hours reading reviews, trying features, and moving information. Been there. Done that.

Of course in the end, the best system is the one that works for you. My wife uses pen and paper and gets way more done than I ever have. It took her about ten seconds to set up her system and she spends zero time looking at other apps.

Check out my Evernote for Lawyers ebook.

Share

How to finish a writing project when you’re stuck

Share

Attorneys write a lot. At least we’re supposed to. We have deadlines to meet and bills to pay and we have to keep cranking. But sometimes, we get stuck. We may be half-way through a writing project and find ourselves unable to finish.

“7 Ways to Finish Difficult Writing Projects” is about how to finish a writing project when you’re stuck, and I’ve used most of the 7 ways. Reading my draft out loud and going for a walk to clear my head, for example, have helped me figure out where I am in the writing and where I want to go.

One of the suggestions is to make an outline, which I usually do, but sometimes my outline is the reason I’ve become stuck. Like a mis-calibrated GPS program, the outline took me to the wrong destination.

If I know what’s wrong, I’ll write a new outline. But sometimes, the piece isn’t working and I can’t figure out why.

When this happens, I write a outline of what I’ve already written. I may do this in a linear list with topics and sub-topics, or in a non-linear “mind map”. Reverse engineering the draft lets me see what’s missing or what I need to re-arrange to make things work. I then compare this outline to my original and from these two, create a third outline that allows me to move forward.

But sometimes, I’m still stuck. I know something is wrong but I can’t put my finger on it. What do I do? I go for a drive.

Once I’m on the road, I start talking and record myself. I pretend I’m speaking to my intended reader and I tell him what I want him to know. Speaking it out this way helps me get to the essence of the material. “I know I’ve got all these pages written, but here’s what I really want you to know. . .”.

In fact, sometimes, I do my first draft this way. I don’t write an outline, I just jot down a handful of topics I want to talk about, press record, and talk. Not only do I get the first draft done quickly, it’s often much better than what I might have written because the ideas flow naturally, instead of being forced to fit the structure of an outline.

If you ever find yourself stuck in a writing project, or you don’t know where to start, stop writing and start talking.

Earn more without working more. Here’s the formula.

Share

My trick for getting things done that I don’t want to do

Share

Yesterday, we talked about trusting your gut to choose your most important tasks for the day. But there are always other things we need to do. Small things, unpleasant things, things we may not be excited about, things we strongly dislike.

Want to know my secret for getting things done that I don’t want to do?

I just do them. I don’t think about why I don’t want to do them, or worry about what might happen. I just hold my nose and take the first step. If I have to make a call I don’t want to make, I just start dialing. Before I know it, the call is over.

If you find yourself procrastinating or avoiding something you need to do, just start doing it. Don’t think about it. Don’t write out a plan. Just start.

Okay, easy to say, not always easy to do. Sometimes, you don’t know where to start. Or it’s a big project. Or you need more information.

In that case, I find something I can do now and do that. Even if it’s just writing down an idea of how I might start or what I need to find out. There, I’ve started.

This works most of the time. But not always. I still procrastinate. I might have low energy, I might want to do something else instead, or I might be afraid. When this happens, I tell myself, “Do it anyway.”

  • I don’t have enough time: Do it anyway.
  • I don’t have enough information: Do it anyway.
  • I don’t know what to do: Do it anyway.
  • I don’t know how: Do it anyway.
  • I don’t want to: Do it anyway.

“Do it anyway” is a trigger phrase. I’ve conditioned myself that when I hear those words, I drop shields, get out of my own way, and do it. It’s like a hypnotic command. (No, don’t email me with some crazy idea and tell me to do it anyway. I’ve got to say it to myself.)

It’s close to Nike’s, “Just do it,” but I hear that as a command and I don’t follow orders very well. The word “anyway” acknowledges and validates my resistance. It says, “yes, there are reasons for not doing it but there are more reasons or better reasons for getting it done.”

Sure, it’s a trick. And no, it doesn’t always work. But it works enough of the time, and that’s good enough for me.

The next time you’ve got something on your list you don’t want to do, do it anyway.

Need a marketing plan? The Attorney Marketing Formula comes with a plan that really works.

Share

How to prioritize your daily tasks

Share

I use my own version of GTD (Getting Things Done) as the backbone of my productivity system. Every day, when I sit down to prioritize my lists and choose what to work on for the day, I choose three “MIT’s” (Most Important Tasks). If I get my MITs done, I call it a good day.

Some people recommend the 1-3-5 system: 1 big thing for the day, 3 medium things, and 5 small things. Others use the 3-2 method: three big things, two small things. And then there’s the ABC/123 method.

For me, “three things” is about right.

Many days, it’s just one or two MITs. The number really doesn’t matter. What matters is that I am effective because I’m getting important things done.

But how do you decide what’s important? How do you look at a long list of tasks and projects and select three Most Important Tasks?

I don’t know. I just do it.

Sure, there’s a certain amount of logic in the process. I look at deadlines and appointments and reminders. But more often than not, it’s my gut that tells me what to do.

In “The 4-Hour Work Week,” Tim Ferriss offers a suggestion for deciding what’s important. He says, “Imagine you’ve just suffered a heart attack and are allowed to work only two hours a day. What would you do during those two hours? And if you had another heart attack and were allowed a maximum of two hours of work per week, what would you do?”

Ferriss also says, “. . .requiring a lot of time does not make a task important,” and I agree. He is also a proponent of making a “don’t do list,” ignoring things that aren’t important so you can focus on what is, which I wrote about recently.

I like learning about new productivity systems. But most of them are too complicated and time consuming to learn and use. I like the simplicity of focusing on just “three things”.

If you want to know how to prioritize your daily tasks, start by acknowledging that some things are much more important than others. Think 80/20. A minority of tasks, perhaps 20%, will contribute to the majority of your results.

You’ll never get everything on your list done, and trying to categorize and prioritize hundreds of things that aren’t important, or as important, as your three things, isn’t efficient or effective.

This post is one of my MITs for today. Next for me is to finish another writing project. I’ll get to that right after I check my calendar.

I explain my productivity system in my Evernote for Lawyers ebook.

Share