Prioritizing your task list

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You have a list. On that list are things you must do, things you should do, and things you want to do.

You want to do your most important tasks—the ones that put food on the table and help you achieve your personal and professional goals. And you want to have some time to do the things you enjoy. Because all work and no play isn’t good for your health.

How do you choose? How do you prioritize your list?

Start by dividing the list into three parts:

  1. Things that provide you with the most value. The “20% activities that produce 80% of your results”. Activities that have the largest impact on your goals and overall happiness. Your “most important tasks (MITs).”
  2. Tasks you just need to get done. They might not contribute much to the mix, but they keep the wheels greased and the machine running. These are your routines and recurring tasks; the boring stuff.
  3. Everything else.

You want to spend more time on the first list and less time on the other two.

If you can, do the tasks on the first list before you do the others. Do them early in the day, when you have the most energy.

To give you even more time and energy to do them, cut down on the tasks on the second and third lists.

Delegate, automate, eliminate, or postpone.

Because your most important tasks are more important.

On my list, each workday I usually have 1 to 3 MITs. These are my top priority for the day and I almost always get them done.

I have 3-5 other tasks I want to do today but it’s okay if I do them tomorrow or later this week or next.

And I have 5 or 6 routine tasks, usually small and easy to do, and I usually do all of them.

If I get everything done early enough, I look at my list for tomorrow or later in the week and pick something else to do.

But only if I want to.

But I rarely want to because all work and no play isn’t good for my health.

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Time blocking for thee and me

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I’ve struggled with time blocking, aka time boxing or calendar blocking, at least the way I’ve seen others do it. I don’t want to schedule my entire day down to the minute, as some studs do, but even when I mentally block out time for writing or other projects, I still resist putting this on my calendar.

I informally dedicate my mornings (after doing email, some admin stuff and waking up my brain) to “deep work” — writing and other things that require focus and concentration. But I don’t schedule it.

When I’m ready, I go to work. When I’m not, I don’t.

This works for me, but there’s something appealing about the idea of looking at the calendar and seeing my day organized and tidy.

So I will try again.

In my quest to learn how others do it, I’ve watched some videos and picked up some suggestions. I thought I’d pass along a few of the best.

  • Time block email and admin so you can stay on top of it, and not be distracted when you’re doing other things and remember you forgot to reply to your email.
  • For “deep work”—anything that requires concentration—be specific about what you will work on (the case, file, project), and for how long, so you know exactly what to do during your time block. Specifics create clarity, clarity creates focus, and focus is how you get things done.
  • If you’re trying to block your entire day, for each block, (a) give yourself enough time to do the work; (most of us grossly underestimate how long things will take), and, (b) build in buffer time between blocks for breaks, travel, interruptions, and things that need more time than you have allowed.

If you have other suggestions, or would like to share how time blocking works for you, please let me know.

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When your task management system isn’t working for you

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It’s not the app, it’s the system. If you have the right system, you can make it work in just about any app.

Or so we’re told.

I don’t think that’s literally true but there’s enough to it that if your system isn’t working, changing apps, as I did recently, might be the solution. At the very least, it gives you a chance to re-examine your system.

A few thoughts about apps and systems.

First, your system (and app) should serve you and make your life easier. It shouldn’t make you do a dance to keep up with it. It should sit by your side and tell you what to do next (because you decided that earlier) and give you the satisfaction of checking things off as you do them.

If it doesn’t, before you switch apps or radically change your system, consider looking for ways to simplify that system.

If possible, see if you can consolidate all of your task management functions into one tool.

You can have multiple lists or tags or labels but put all your work and personal stuff in one app.

In keeping with that, you should have one inbox. One place for all of your incoming tasks and ideas.

Because it’s simpler.

If one app/one inbox isn’t possible, because of partners or staff or whatever reasons, consider using two iterations of the same app, one for you and one for the team.
Less to learn and update.

Be realistic about the number of tasks and projects you can do each day, or at one time. Most of us take on too much, which leads to overwhelm and falling behind.

Keyword: a few at a time.

Then, make sure every task has a next action and a date when you’re going to do it, review it, or start it. Add a due date if there is one, but having a start date allows you to forget about the task until the start date, which allows you to give your full attention to what’s important today.

Then, update your lists “in the moment” rather than once a week or on some other schedule. When you complete something, tick it off. When you think of something, add it in. You can also do a weekly review, but that will be a lot easier to do if you’ve kept up with your lists in real time. 

Finally, if you switch to another app, don’t get bogged down learning and using a bunch of new features. Instead, consider turning off or not using most of the functions initially, and start with just an inbox and a place for today’s tasks.

This gives you time to think about what you’re doing and if there’s something you should change.

As you get more comfortable with the app and your new system, add back some of the other functions and see how it feels. If those work, you can add more.

That’s my take, and I’m sticking to it. Time to tick this off my list and see what’s next.

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Monomaniac on a mission

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I have a friend, a successful businessperson, who describes himself as a ‘monomaniac on a mission’. He’s focused and passionate and lets nothing distract him from his goals.

Many people say something similar, but he actually does it.

He does it by eliminating most things that aren’t ‘it’.

Other businesses, people who drain his energy or distract him, things that require too much time.

As I say, he’s focused.

But he isn’t a workaholic.

He doesn’t get up early, put in impossibly long hours, and have no free time. He does his work, makes lots of time for his family, takes vacations, watches sports, exercises, and reads.

If you didn’t know better, you’d think he was well-rounded. But he’s not. He’s a monomaniac on a mission.

He’s focused on growing his business.

And yet he works fewer hours than most people. He’s more successful than most people because he gets more out of the hours he works.

How? He knows what he wants and how to get it and he just does the work.

Over and over.

He doesn’t get creative. He keeps turning the wheel. Many people would find what he does boring, but he’s long past that. He knows what works and he keeps his eye on the prize.

He doesn’t get bogged down with decisions or trying out new ideas. He doesn’t make a lot of mistakes and have to spend time fixing them.

He has a huge sense of urgency and doesn’t let anything (or anyone) get in his way.

Which means he works faster than others, and make more progress in an hour than some people make in a week.

Is this what it takes to make it big in business? In the beginning, when you’re trying to learn your business, meet people, and generate momentum, I’d say it is for many people. That’s what I did when I started practicing.

But when I got to a certain level of success, I took my foot off the accelerator a bit and did some other things.

Because I was not a monomaniac on a mission.

My friend has made many millions of dollars and reached the pinnacle of success in his industry. And while he’s branched out, too, he’s still very much focused on growing his business.

Just something to think about as you plan your week. And career.

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What you do is more important than how you do it

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I’m good at a few things. Most things I’m just average. Better than some, not as good as others. Some things, I’m bad at but do them because they have to be done (by me) and don’t take a lot of time.

How about you? Pretty much the same story?

The thing is, somewhere we got it into our heads that we should work at getting better at everything we do. But that’s not true.

Excellence in a few things is much more important. Besides those few, our core competencies, everything else takes a back seat.

But. . . having them in our back seat matters.

Let’s take our old friend marketing for example.

It may not be your thing. You may not be good at it, you have to force yourself to do it, spend too much and accomplish too little. But at least you’re doing it.

Which means you’re getting better results than the lawyer who does no marketing.

Because what you do is more important than how you do it.

How you do things speaks to your efficiency. What you do is far more important because doing it at all contributes to your effectiveness.

Want to write a book but not sure you can? “Write two crappy pages a day,“ Tim Ferriss recommends. Want to grow your practice but don’t have enough time or skills? “15 minutes a day (doing anything marketing related)” says I.

Over time, you can accomplish a lot by writing two crappy pages a day or doing anything marketing related 15 minutes daily.

Much more than you would if you didn’t.

The converse is also true. You may be a brilliant writer or consummate marketer, but if you do no writing or marketing, you can’t expect much to happen.

Because what you do, and don’t do, is more important than how you do it (or could).

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What are you working on?

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Every lawyer should be able to answer this question quickly, and they can if they make a simple list of their current projects, cases or clients.

You probably know this, but are you doing it? Is your list up to date? If not, have a seat and start writing. You’ll thank me later.

Your list should be brief. No more than perhaps 5 or 10 current projects or cases, because you can’t do your best work if you’re juggling dozens of projects at the same time. Everything else should go on another list.

Your list should be available on all of your devices, or in a journal or notebook you keep with you, or even a page you keep in your pocket, so you can continually remind yourself of your priorities and not overlook anything.

And your list should identify the “next action” for each project, case, or client, so you always know what to do, ahem, next.

Your list will help you plan your day and your week, help you avoid taking on too much work at the same time, prevent you from falling behind or feeling the need to rush anything, and help you be more proactive about your work (and life).

One more thing.

Besides your list, you also need support material that you link to or can easily access.

You may have extensive documents, notes, and other materials in a case file or project file, but you shouldn’t have to go digging every time you need to know something.

So, for each project, case, or client, create a one- or two-page summary of notes, resources, and upcoming tasks.

Now you have a system for getting and staying productive. You’re welcome.

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By the inch, it’s not a cinch; by the mile, it still might take a while

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Taking massive action on a project is a great way to get it started. If you’re launching a new business, for example, you’ll be able to see if your idea has legs and is worth pursuing. You might see things you hadn’t expected and be able to correct course. And if you make a lot of progress, it can give you the confidence to continue.

If you don’t, you can move on to something else.

But we don’t always have the time to take massive action, which is why some people advocate doing a little at a time.

Do something every day, they say. Eventually, you’ll reach your goal.

The problem with this is that things usually take longer than we imagine, and if we don’t see much happening, we can get discouraged or distracted by other things.

So, what’s the best approach?

Sometimes, you should run, sometimes you should walk, and sometimes, you should do both. Run like crazy to get things going and then pace yourself.

And if you’re not sure, tiptoe and see if you want to continue.

How do you decide? Consider how much you know about the subject, what resources you have available, and how much else you have on your plate.

But that’s only part of it.

The biggest factor is how you feel about the project.

Is it something you’re excited about? Can’t stop thinking about? Is it keeping you up at night or is it something that sounds good but you’re still not sure?

Trust your gut, my friend. It got you this far and it can take you the rest of the way.

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The novelty effect and writing

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A writer says that when he is blocked or stuck or unmotivated to work on or finish a piece, he knows he has to come at it with fresh eyes.

One way he does that is switch to a different “word processor”—computer or phone or tablet.

I do that, too. It works.

The author thinks it is the “novelty effect” which was first discovered in the 1930s during an experiment at a factory where researchers changed the lighting levels to see if it would improve the productivity of the workers.

When they raised the lighting level, productivity went up. When they lowered the level, it also went up.

Which told them it wasn’t the lighting, it was the novelty of the changed environment.

The author says, “It almost doesn’t matter what type of change you make to your work environment — just so long as you make a change. So long as it renders your work slightly askew, you get a novelty effect.“

I agree. Our brains like novelty. It helps us focus. This is true no matter what the task, project, or goal.

If you’re stuck, change something—about the task or how you do it. Changing the place, the tools, the time of day, the order of the steps—anything different can trigger the novelty effect and help you move forward.

For writing projects, another writer has an interesting idea. He says he does all his writing “one sentence per line”.

Sentence, hit return, next sentence.

(Note, this is for his eyes only. He doesn’t publish his writing like this.)

He’s been doing it this way for 20 years and cites several benefits to writing this way.

He doesn’t specifically mention the novelty effect, but the next time I’m stuck, I’m going to try it.

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Audit thyself

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Once a year, or at least once in a while, sit down with your bad self and figure out how things are going.

Take inventory of what you have, what you want, and what you do, and see if you are on track to meet your goals.

Start with how you spend your time.

What do you do every day and every week to produce value for yourself and your clients?

Look at your calendar, task list, projects, and your plans for the next few months. What could you eliminate or combine with other activities? What could you delegate, outsource, or automate?

Cut out the fat and you’ll have more time to do things that produce more value, or more time for yourself.

Then, do the same thing for your expenses.

What could you cut out or cut down? Where should you consider spending more?

Changing these two areas—time and money—might allow you to claw back a few thousand dollars a month or free up several hours a week.

Wouldn’t that be nice?

You should also inventory your cases and clients. Some are worth more than others in terms of revenue and overall profitability. Which ones should you focus on? Which ones should you consider letting go?

Are you employees worth what you pay them? Maybe you should pay them more, or maybe it’s time to have that talk.

Examine the tech you’re using. Is it time for an upgrade? Are you still using something that is long overdue to be retired? Could one piece of tech replace two?

Examine your workflows. Go through your checklists, forms, and templates, and look for ways to make things more efficient and more effective.

Auditing your practice (and personal life) will help you reduce overhead, simplify (and shorten) your workday, and help you get more results with less effort.

That’s an audit you can look forward to.

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Forget about it

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Contrary to popular advice, you don’t need to write down all of your ideas. In fact, it might be better if you don’t.

David Allen says, “Your mind is for having ideas, not holding them.” He says we should record our ideas in a “trusted system” so we don’t use conscious energy thinking about them, but we won’t “forget” them.

And we all do that, don’t we?

But there’s an argument that says we’re wasting our time.

The theory is, if you can’t remember an idea, it’s not the right idea for you. So instead of writing down your idea, forget about it. Turn it over to God or the universe or your subconscious mind.

If you never recall the idea, it probably wasn’t worth the grey matter it was written on.

The best ideas either stick with you or come back to you. In fact, when an idea is right, and the timing is right, you won’t be able to stop thinking about it.

As Victor Hugo put it, “Nothing else in the world… not all the armies… is so powerful as an idea whose time has come.”

Besides, when was the last time you checked your repository of ideas and actually used one?

It happens. But the best ideas don’t need you to find them, they find you.

You know that idea you can’t stop thinking about? Oh, you might get busy for a while and think about other things, but then suddenly, you remember it—and get excited.

Yeah, that idea. That’s the one you should run with.

Ideas come and go. But some ideas hang on. Your job is to listen. And when you can’t let go of an idea, wrap your arms around it and hold it close.

Until then, forget about it.

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