Search Results for: getting things done

When was the last time you took inventory?

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Of all the things you do, in your practice and personal life, some things contribute more value than others. By taking inventory of everything you do, you can identify your most valuable activities, so you can do more of them.

You’ll have the time to do that, of course, by curtailing activities that contribute little or no value.

Taking inventory starts with choosing an area of your life where you’d like to be more productive or successful. Let’s say that’s your practice.

The first step is to write a list of everything you do in that area–all of your tasks, projects, habits, and routines. For your practice, include the different kinds of client work you do, all of the admin, and all of your marketing.

Add a number to each activity on your list. If there are 50 activities, number them 1-50, so you can identify each one separately.

Next, make a second list. Write down all of your successes in this area of your life. In this case, your practice.

These successes might include things like winning one or more big cases, getting a lot of traffic from a profile of you that appeared in a prominent publication, meeting a well-connected professional who helped you get a spot on a speaking panel, a successful ad campaign, or things you did to reduce your overhead without hurting your bottom line.

These could be one-time wins or things that bring you ongoing benefits.

When your “success” list is done, go through it again and next to each item, add the number of each “activity” (on your first list) that contributed to it.

For example, you might connect “reading blogs in your target market’s industry” and “writing articles for your target market’s publications” with the positive result of being introduced to a major center of influence in your client’s niche, which led to several new clients.

By connecting activities with results, you can see where the things you’re doing are working.

Whatever is left–activities you can’t connect to significant results–should either be eliminated, minimized, systematized, or delegated.

Finally, look at your success list and identify things you didn’t connect with an activity. Ask yourself what you could do to make results like these happen more often.

For example, maybe you met someone accidentally who hired you for a lot of legal work. Ask, “What can I do to meet their colleagues or counterparts?”

When you take the time to link your activities with your results, you’ll be able to see where you should spend more time and resources, and what you should do less of, or not at all.

How to meet and get referrals from other professionals

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How to get great testimonials from your clients

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There’s nothing better than getting a letter or email from a satisfied client, telling you how happy they are with what you’ve done for them, praising you and thanking you for your help.

It really makes your day, doesn’t it?

Testimonials also make your marketing much more effective.

The trouble is, you don’t get them very often.

Your clients may be happy, and willing to provide a testimonial or a positive review. They just don’t take the time to do it.

One solution is to send all of your clients a survey at the end of each case. The feedback you get can be turned into testimonials.

How? Provide a check box at the end of the survey where the client authorizes you to use their words (with or without their full name) on your website or elsewhere in your marketing.

When you receive the completed survey, contact the client, thank them, and send them an edited version you’d like to use. Don’t change their thoughts, just the presentation, and tell them to feel free to add or change anything.

Another option, when you speak to a client at the end of the matter, ask them if they’re happy with the way things worked out. If they are, write down what they tell you and ask them if you can use what they’ve said in your marketing.

Simple, huh?

The best testimonials address 3 subjects:

1) Before they hired you.

What was going on in their life that prompted them to seek you out. Problems, frustrations, results they wanted but weren’t getting.

2) During the case.

What was it like working with you? Did you explain everything? Keep them informed? Make them feel appreciated? Protected? Did you bill fairly and promptly?

3) After the case.

What changed about their situation? Was the problem resolved? Did they get the results they sought? Would they hire you again and/or refer others to you?

Your survey should prompt them to talk about these things, and ask them to be as specific as possible. You can also delve deeper when you speak to them.

But, if they only address one of these areas–if they’re thrilled with the way you kept them informed, for example–take the win. And then go get some more.

When a client is happy, they want you (and others) to know it. They’re willing to provide you with a testimonial. They just need a little nudge.

Ready to take a Quantum Leap in your marketing?

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Time boxing big projects

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Time boxing means scheduling time on your calendar for working on specific tasks. Some people plan their entire day in 15-minute increments. They know what they’re supposed to do, and when, and by sticking to their schedule, they get a lot done.

Other people, including yours truly, schedule 30 minutes to an hour, or a couple of hours each day, dedicated to certain activities: email, seeing clients, writing, catching up on reading, and so on.

Either way, scheduling your workday in blocks of time allows you to get your important work done, and avoid wasting time doing things that may be urgent but aren’t necessarily important.

Time boxing works because “constraints” force you to focus. When you know you only have 30 minutes for email, you don’t spend two hours.

The Pomodoro Technique (25 minutes of focused work, 5-minute break) is based on this concept.

You can also use time boxing for big projects.

If you’re working on a new presentation, for example, you might schedule one hour a day to work on it until it’s done. If your experience is anything like mine, however, you often find that what you thought would take days or weeks is somehow taking months.

This morning, I heard about another way to use time boxing for big projects. In addition to scheduling the days and hours you will work on the project, decide how many days or weeks you’ll work on it.

In other words, set up a time block of (say) 90 days to write the book, finish the presentation, or achieve the goal.

This forces you to focus on getting the project done, making it more likely that you’ll finish it sometime before the end of next millennium.

I wish I’d thought of that before I started my current work in progress.

The Easy Way to Write a Book

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File this for later

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Work may be slow right now but the day will come when you’ve got too much to handle and you’ll want to get some help. When you do, this might come in handy.

It’s about delegation.

I know, you have a love/hate relationship with the concept.

You love that it can free up your time to do your most important work and that you can make money on the difference between what you pay an employee or outside contractor and the fees you receive from the client.

You hate dealing with people who are slow or who make mistakes, and the time and money you have to spend to supervise them and to fix their messes.

But you’re smart, and realize that while you may be able to do things better yourself, you’ll never get rich if you do it all yourself.

Anyway, when you’re ready to take the plunge (again), take a deep breath, say to yourself, “This is a good thing,” and keep these 5 tips handy:

  1. Choose the right person for the job. Make sure the OP has the necessary skills or is capable of learning them under your tutelage. (Yes, easier said than done but it has to be done.)
  2. Provide complete instructions. Assume nothing, tell them everything. Give them step-by-step instructions and examples of what you’re looking for; record videos to show them the process.
  3. Define success. Tell them the outcomes you expect from them once the task is completed. Give them numbers to hit, results you want to see, and deadlines for getting it done.
  4. Have them explain it to you. Once you’ve given them instructions, ask them to tell you if anything is unclear and then have them explain to you what they understand you want them to do.
  5. Schedule check-ins. Don’t wait until they’re finished, do a daily or weekly or other regular check-in, to evaluate their progress, answer questions, provide supplemental information, and make sure they’re on course.

A few bonus tips.

  1. Don’t go cheap. It winds up costing you more in the end.
  2. Start with admin work. Get to know the new hire, see how they do, before giving them anything mission-critical.
  3. Notify your E and O carrier. Because stuff happens.

Okay, one more.

If you want to earn a lot more and work a lot less, follow Master Cylinder’s (that’s me) rule: “Delegate everything, except those things that ONLY you can do.”

Get a marketing assistant and teach them this

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Whelmed

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You’re underwhelmed when you have too little to do or a list of nothing but chores and other boring, unrewarding tasks.

Not fun. No way to live.

If that’s you, do something new and challenging. Read a book you don’t normally read, get out of your comfort zone, do something that scares you. Or start working on your new side-business or your book or another adventure.

What’s more common, especially for high achievers and perfectionists like us folk, is being overwhelmed.

We often have too much to do and not enough time to do it. Or we don’t know where to begin. Sometimes we’re paralyzed by indecision. Sometimes we don’t want to do anything.

There are many ways to get out of the funk and back on track. Here are some that work for me:

  1. Do a brain dump. Get everything out of your head and write it down. Everything you can think of that you have to do or remember or decide. Clear your mind of what weighs on it and you’ll feel better, more in control. And, by writing it down, you’re taking action, which helps build momentum towards getting the next thing done.
  2. Schedule it. Go through your list and note anything that has a due date or an important start date and put those on your calendar. More control, more peace of mind.
  3. Tidy up. Do something relatively mindless but useful, like dusting your desk, organizing digital files, or uncluttering drawers and closets. While you’re doing that, your subconscious mind is working on your todo list, figuring out what’s important and the best way to approach it. When you come back from your journey to Marie Kondo Land, you should have some clarity on what to do next.
  4. Choose three. Go back to your list, quickly scan it, and choose no more than three tasks or projects. Put those three on a sticky note or somewhere else you can see them and put everything else out of sight. Work on those three things until you finish them. Progress!
  5. Work on one thing at a time. Single task. I know, it’s difficult to work from home and simultaneously watch your kids, but you have to make space for yourself to do your work. Even one or two hours of uninterrupted quiet time can make a difference.

So, there you have it. A few thoughts on settling your mind and re-establishing control.

AKA, achieving whelment.

How to write a simple marketing plan. Here’s how

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How’s that ‘weekly review’ thing going?

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No matter what kind of productivity system we use, we can all agree that some kind of weekly review is a good idea.

Examining what we’ve done recently and planning out what to do next just makes sense. A well-planned life is a well-lived life, or something like that.

But. . . it’s so easy to fall off the wagon. (Ask me how I know.)

If you’re thinking about re-starting your weekly review, or cleaning up a list that has become unwieldy, I have a few ideas that might help.

  • If it’s been awhile since you did a weekly review, if you routinely ignore the appointment in your calendar, scheduling a different day and time for your review might help you jump start a new habit.
  • If this is your first day back, don’t try to do everything at once. Limit yourself to reviewing a segment of your list, e.g., current projects, “this week” or “this month,” or limit yourself to a 10-minute perusal to get your feet wet. Easy to start, easy to continue.
  • Consider setting up two new tags or labels: “Defer to do” and “Defer to review”. This will allow you to move tasks and ideas out of sight (for now), giving you more visual space and mental clarity to deal with more important or immediate tasks.
  • If your someday/maybe list is massive, give yourself permission to aggressively delete items. If that makes you nervous, move them to a “probably never” list, and tell yourself you will “probably never” look at that list.
  • If things are totally out of control and you dread getting started, consider the nuclear option: set up a new inbox, move your entire list into it, and start from scratch.
  • Another idea: choose a new app or system and re-enter everything manually. It makes you re-consider what’s important and helps you create a more manageable list.
  • Once you’re back on the wagon and your lists are in decent shape, consider adding a brief “daily review” to your schedule. A few minutes at the end of the day can help you keep your lists tidy and reduce the amount of time needed for your weekly review.

If you use Evernote for your lists, my book can help you get organized

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You don’t need a bigger plate

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You know you will always have “too much” to do, don’t you? You’ll never get it all done, no matter how hard you try.

So stopping trying so hard. And don’t worry about what you don’t get done, as long as you’re getting the most important things done.

Instead of getting a bigger plate (so you can work harder), if you’re busier than all hell, figure out what to take off your plate.

Make room to do more of the important things you’re doing now or to do things you want to do but “haven’t had the time.”

Yes?

How do you decide what to take off your plate?

The logical way, the way most people do it, is to use a cost/benefit analysis.

Examine everything, note the amount of time and money and other resources you’ll need to devote to it, and compare that to the potential return.

It’s math. Do this thing, pay this price, earn this amount.

Go over the numbers with your staff or your accountant or your business coach, if that will help, and make a decision.

Ah, but sometimes the numbers don’t add up.

You don’t how much time or effort something is really going to take. Or you can’t project ROI because there are too many variables.

What do you do then?

Forget the numbers and trust your gut.

Your gut may give you the same answer your accountant gave you but it might surprise you.

If you’re really listening to your gut (and not the voice of what you think you’re “supposed to” do), your gut will lead you to what’s best for you.

Things that give you a bigger return than you could imagine or open up new opportunities you didn’t know were there.

Your gut will never fail you. But you might not know that so that’s why you have to TRUST your gut.

So, that’s it. Make decisions based on logic or intuition.

You can use either one, or both.

But a note of caution. If you use logic and it tells you to get a bigger plate, don’t listen.

Because you don’t need a bigger plate.

Make room to do bigger things

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Be afraid. Be very afraid.

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You can never assume that prospective clients understand how you can change their life. You have to tell them.

Tell them you can give them what they want. And then, dramatize it. Because people make decisions based on emotions, not logic.

The success of your marketing message depends, in part, on how skillfully you use the granddaddy of emotions, fear, to get prospective clients to act.

Especially fear of loss and fear of failure.

Tell them what’s at stake if they fail to act (aka, fail to hire you).

What will their life be like? What additional problems might ensue? How might delay or inaction make things worse?

And tell them how they might feel when that happens.

Your job is to paint a picture (tell a story) about not getting what they want so the prospective client will decide to call you or write that check.

They may want what you offer but hesitate. Give them a glimpse of their future if they don’t make that call.

But hold on. You can’t bludgeon them with horror stories and tales of horrible consequences. Too much fear and people tune you out.

So, don’t overdo it.

Don’t give them a laundry list of risks and negative consequences, unmitigated pain, and unrelenting problems without relief.

Give them some hope.

Tell them you have the solution. You can deliver a happy ending to the movie you’ve had them watching. Tell them what their life will be like once you’ve done your work and you’ve delivered the solutions they want.

And then tell them what to do to get it.

Learn how to do this with email

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How to stop being a perfectionist

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Are you a perfectionist? Sometimes? About some things?

Yeah, me too. 

Trouble is, our perfectionism causes us to spend more time on a single task than necessary, to the detriment of our other responsibilities. We get fewer things done and are often miserable as we struggle to do them. 

Perfectionism is a bad habit. Fortunately, habits can be changed. Or rather, replaced with a better habit. 

When I’m involved in a big project like creating a major presentation or writing a book, the weight of the task and my innate tendency towards perfectionism often lead me to procrastinate.  

No bueno. 

When I find that happening, I repeat a mantra. “Progress, not perfection,” I say to myself. It reminds me to keep moving forward and gives me permission to create a terrible first draft, because I know I can fix it later.

Another thing I might do is schedule a deadline. “No matter what, I’m going to finish the research for this thing this weekend.”

It helps when I share that deadline with someone who can hold me accountable. 

Finally, when I find myself pushing to improve something that’s already good, perhaps editing a draft for the 27th time, I remind myself that I’m not getting any younger and I have all these other things I want to accomplish. 

Does it work? Sometimes. But sometimes is better than never.

Anyway, I don’t think any of us can ever stop being a perfectionist. All we can do is get used to the idea that done is always better than perfect.

How about you? What do you do to combat perfectionism or procrastination?

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How I prioritize my day

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In the past, before I knew any better, I allowed my client work to dictate my schedule. Unless I had a court appearance, an appointment or a hearing to prepare for, my day consisted of starting at the top of the stack of files on my desk and trying to get through as much of it as possible before it was time to go home. 

As my secretary took calls and did the work I had assigned her, she would replenish the stack of files. When the phone rang, when the mail or a delivery arrived, that work got added to the mix.

I got a lot done but every day was chaotic and stressful and every day I went home exhausted. My big projects, therefore,  usually resided on the back burner.   

Today, I prioritize work differently. I do my best to follow two simple rules.

1. Instead of trying to get everything done, I focus on getting the most important thing(s) done;

2. I try to do the most important thing(s) first. 

The most important things are tasks and projects that provide me with the most value. In productivity parlance, they are my “big rocks” and big rocks go in first. (If you’re unfamiliar with the concept, watch this video.)

If I was still practicing, my big rocks would include things that provide my clients with the most value because that usually provides me with the most value.

I don’t always start with the most important work. Urgent matters crop up. Sometimes, I haven’t allowed enough time to finish something that’s due and I have to fit that in. And sometimes, I like to take care of a bunch of small things first, to get them out of the way and free up more time to work on a big project. 

But generally speaking, I prioritize my day by focusing on quality, not quantity. 

If want to do this, start by figuring out what quality means to you, not just at work but in other aspects of your life. If time with your family is important to you, for example, add this “big rock” to your schedule before you schedule anything else.

Because big rocks go in first.

Have you seen my referral marketing course?

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