Weekly review ‘trigger list’

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During your weekly review, you follow a checklist of tasks, things like:

– process/empty inboxes
– review/update calendar
– check off/remove done items
– process tasks
– follow-up on ‘waiting’ tasks
– review project list
– review someday/maybe
– review goals
– and so on.

These are specific actions you do to review the previous week and plan for the following one.

After you’ve worked your way through your checklist, you might want to also review another list, a ‘trigger list’ of keywords that can jog your memory about things you might need to do that aren’t on any of your lists.

You could have a trigger list for work, with trigger words like these:

– projects started, not completed
– projects that need to be started
– clients to call/email
– former clients to email
– referral sources to contact
– research-legal
– research-management issues
– employees (by name)
– CLE
– thank-you notes
– bank/financial
– articles/blog posts
– etc.

A personal trigger list might include items such as:

– vacation
– hobbies
– birthdays
– graduations/weddings
– birthdays/anniversaries
– gifts to buy
– restaurants to check out
– amazon purchases/shopping cart
– car maintenance
– study/homework
– etc.

A quick perusal of your trigger lists might stimulate you to recall overlooked tasks to add to your inbox.

Merlin Mann posted a comprehensive trigger list some time ago. It might help you create yours.

Where do you store your checklists? Evernote is a good choice

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Cleaning up your email inbox

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How much of your day is spent writing and responding to email?

Yeah, a lot.

When you don’t get through it, not only can bad things happen (mistakes, missed opportunities, unresolved problems, broken promises, etc.), these “open loops” weigh on your subconscious mind and bedevil you. (The Zeigarnik effect is the psychological tendency to remember uncompleted tasks.)

So, if you don’t have your email inbox under control, here’s a reminder to make it so and a checklist of what to do, courtesy of David Allen (Getting Things Done):

  1. Take out the trash. Go through the inbox and delete everything you don’t need or want. Just do it, already. (Or, archive them if you’re not sure.)
  2. Use the “two-minute rule”. Any actionable emails that you can read and reply to (or complete the required action) in two minutes or less, do it.
  3. Tag/file/label “waiting for” items. If you ordered something and you’re waiting for it arrive, if you tasked someone to do something and you’re waiting for them to complete it, move the corresponding emails to a folder or label them accordingly. (I forward them to Evernote.) Tip: when you confirm by email that someone will do something, cc or bcc yourself and label that email “waiting”.
  4. File/tag “action” items. Anything you need to do that will take longer than two minutes should be filed in an “action” folder or tagged or labeled accordingly. (If forward these to Evernote, too).
  5. File reference material. For emails that don’t require action but you want to keep, move them to their own folder or tag or label them. (Once again, I forward these to Evernote.)

When you’re done, your inbox should be empty. I did this several years ago, over a period of several days, and it felt great to get it done. Everything was out of sight and in the place it needed to be and I knew where to find it. Nothing screaming at me for attention. No open loops.

Try it and let me know what you think. (I already know what I’ll do with your email.)

Evernote for Lawyers

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Taking a look at ‘time blocking’

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Not long ago, I mentioned my horror at the idea of using your calendar to schedule your entire day (in 15-minute increments). Apparently, some folks do that. More power to them. It’s not for me.

On the other hand (when you’re a lawyer, it’s good to have more than one hand), I’ve recently been reading about how some people use their calendar to manage their day and what they do makes sense to me. Instead of breaking up the day into bite-sized segments of time, they schedule blocks of time that are dedicated to important projects or groups of tasks. Because it’s on their calendar, an appointment with themselves, they do them.

When I first heard about this, I balked because, being invested in GTD, I see the calendar as a place to record appointments and other must-do time-oriented tasks.

Once I saw how other people use time blocking, however, I realized that it’s not inconsistent with GTD, as long as you are committed to keeping those appointments with yourself.

Anyway, here’s what I’m doing right now.

I scheduled a one-hour block for writing. I do that first thing.

I scheduled a second block for my walk. I was already walking every day so this was just a matter of putting it on the calendar.

And I scheduled a third block for writing my blog post/email and doing other tasks associated with the business such as answering email.

By 11 am, I’m accomplished my MIT’s (Most Important Tasks) for the day. I’ve got the rest of the day to do other tasks, do more writing, read, work on small projects, take a nap, run errands, or whatever.

So far, so good. I like getting my MIT’s done early. If that’s all I do on a given day, it’s a good day.

Do you use time blocking? GTD? How do you use your calendar to manage your day?

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Why use one list when you can use eight?

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I’ve been reading about Kanban boards and experimenting with how I manage my tasks and projects. Kanban boards, whether physical (e.g., a whiteboard or sticky notes) or digital, usually begin with three lists (or columns): To do, Doing, and Done. You can add to these basic lists depending on your workflow.

Right now, I’m using eight lists:

  1. Ready
  2. Today
  3. In progress
  4. Done
  5. Backlog
  6. Deferred
  7. Someday/maybe
  8. Waiting

Here’s what goes on these lists and how I use them:

1. Ready (aka “To do” or “Next” or “Options”)

This is a list of things that I plan to do as soon as I finish what I’m currently working on. It’s a list of options to choose from, depending on how much time I have and my current context and priorities. I limit this list to 20 items and check it daily. As I do the things on this list, I go to my “Backlog” list (below) and add items to the Ready list.

2. Today

First thing in the morning, or the night before, I go to my “Ready” list and choose 3 tasks for the day. When I get these done, I can add more tasks from the Ready list or call it a day.

3. In progress (aka, “Doing”)

When I begin a task, I move it to the “Work in Progress” or “Doing” list. I also limit this list to just 3 tasks (at a time). This list keeps me focused; I work on what I planned to work on and do my best to finish it before moving on to other things.

4. Done

As soon as I complete a task, I move it to this list. I used to delete done tasks; now I collect and review them, at least temporarily, as a way to see my progress and learn when and how I work best. This can also show me when I’m working too much on one project or type of task and not enough on others.

5. Backlog

These are tasks and projects I plan to do but I’m not ready to start and probably won’t be for a week or two. When I am ready, I’ll move tasks from this list to the Ready list. I check this list weekly.

6. Deferred

These are tasks I will probably do but not anytime soon. I check this monthly. When I’m ready, I’ll move these to Backlog or Ready. Otherwise, I may delete them or move them to Someday/Maybe.

7. Someday/maybe

I don’t know if I will do these or not. They are more ideas than anything I’m committed to doing.

8. Waiting

Tasks or projects where I’m waiting on someone to do something or for something to happen before I can start or continue.

These lists give me enough to do at any one time but not more than I can handle, which is key. By limiting my “work in progress,” I can focus on finishing what I’ve started rather than starting something new.

I also use gtd tags such as, “Area of Focus,” “Context,” etc., which allow me to filter the lists, group tasks (e.g., all calls, errands, etc.) or find more tasks to add to my Backlog or Ready lists.

It’s early yet, but I’m liking this. I get my work done and don’t feel overwhelmed.

What do you think? Do you use Kanban or work with multiple lists? Do you limit your work in progress so you can focus on getting things done?

Here’s how I use Evernote to get organized and get things done

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How much time should you put into each project?

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I recently read an article about the best way to pay down your debts. Logic dictates that you should pay more towards the balances with the highest interest rates. According to something called the “Snowball Method,” however, it’s better to first pay off the accounts with the smallest balances.

Paying off small balances tends to have a psychological effect on your sense of progress, providing additional motivation to pay down the rest of your debts.

Years ago, when I had several credit cards with varying balances and interest rates, I intuitively made an effort to do just that. Instead of making a proportionally bigger payment on accounts with bigger balances and higher interest rates, I focused on paying off the $500 department store balance, first.

It simplified bill paying and, more importantly, it felt good to see those accounts zero out. I still had the bigger accounts to contend with but overall, it felt like I was making progress.

Does the “Snowball Method” apply to anything else? I suspect it does. If you have five projects on your plate right now, in determining how much time to give each project, it would be logical to consider the potential payoff of each project. Projects with a bigger payoff should get more of your time, one would think. But that would ignore the psychological impact of completing some of the smaller projects, first.

I know, almost every expert says we should do the most important things first so that we make progress on them, and only then work on the less valuable tasks. (Big rocks first.) Hell, I’ve preached that myself.

But we’re human and sometimes we need to do smaller things so we can cross off them off our list and have a sense of progress.

Building your practice is easier when you know The Formula

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How to choose the right tasks to do today

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Yesterday, I said that a good way to avoid being overwhelmed by a large to-do list is to make a list of 3-5 tasks you are committed to doing today and putting everything else out of the way (on other lists). I said your “today” list should be comprised of your most urgent and import tasks, but how do you decide what those are?

Urgent is pretty easy. These are tasks you must do today or bad things will happen. One expert says urgent tasks are ones you would be willing to stay late at the office to finish. If it can wait until tomorrow, it’s not urgent.

Works for me. But what about “important” tasks? How do we choose those?

One way to do that is to “start with the end in mind,” as Covey says, and work backward. That means first deciding on the outcomes you want to achieve today, this week, or relatively soon. Once you know the outcomes, brainstorm what you have to do to accomplish them, or take the next step in that direction.

If one of your desired outcomes this week is to file a motion in an important case, you would first write down all of the necessary action steps (e.g., assemble a factual time line, research, write points and authorities, write a declaration, write the first draft, and so on). From that list, you would choose what to do first and put that on your to-do list for today.

If a desired outcome this week is to get at least one referral from your professional contacts, possible actions would include going through your database to identify professionals you want to contact, writing emails, and making phone calls. Put one or more of those tasks on your list for today.

Now, how do you decide on the outcomes you want to achieve? By first looking at your goals. But that’s a subject for another day.

How to use Evernote for getting things done

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Getting things done by re-thinking the definition of a to-do list

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No matter what task management system you use, or even if you don’t use one at all, the odds are you have a seemingly endless list of things to do.

You might keep them in an app. You might keep them on paper. You might keep them in your head. But there’s your list, a mile long and growing every day, overwhelming you to the point where you don’t want to look at it anymore.

Okay, maybe that’s just me.

But I have a new weapon in the battle of wits between my lists and my sanity and you may want to use it.

It starts with thinking about a to-do list as simply a list of things to do TODAY.

Not tomorrow or next week. Today.

It is a list of 3 to 5 tasks you are committed to doing today because they are urgent or important.

Take a deep breath and imagine a list of ONLY 3 to 5 tasks. That’s a list you can and will do.

If you find yourself resisting a task, break it up into 15-minute bites. You’ll be less likely to procrastinate when “it’s only 15 minutes”.

You can also use 15-minute increments for bigger projects. I’m working on something right now that’s tedious and will take many hours to complete. I had put it off for a long time but I’m doing it now because my task list only commits me to 15 minutes. I can do more than 15 minutes if I want to, and I often do, but only if I want to.

Yay me.

Now, what do you do if you have more than 5 important or urgent things to do today? You keep them on a second list.

Your first list (today) has your most important or urgent tasks on it. Your second list is what to do after you’ve taken care of those tasks.

Your second list has no more than 15 or 20 tasks on it. It includes other things you need to do today, and things you need to do in the next week or so. Or things you’d like to consider doing.

When you have completed the tasks on your today list, you look at list number two and choose additional tasks.

Two lists: 3 to 5 most important tasks you are committed to doing today. 15 to 20 back-up or “next” tasks.

Check your today list frequently throughout the day. Check your second list once a day, after you have finished your today list.

Put everything else–all of the someday/maybes, ideas, things you’re not committed to doing–on a third list. Check that list once a week. Skim through it and find things to put on your first two lists and then put your third list away until the following week.

I’ve been doing this for about a week and it’s making a big difference in how I feel about my lists and in my overall productivity. My lists are much more manageable and much less daunting.

And, you can use this with any other task management system because it’s basically a way to combat overwhelm by limiting the number of tasks in front of you and the amount of time you commit to doing them.

One more thing.

While your first two lists are purposefully limited in number, list number three (everything else) will no doubt grow to hundreds of entries, many of which don’t need to be considered each week. To keep list number three from overwhelming you, at some point, you’ll want to segment it so that you don’t have to look at every task or idea on it every week.

You can do that by creating sub-lists or by using software to label or tag items to consider at some point in the future or under certain specified conditions. I have a list of more than 1000 blog post ideas, for example, but I only look at that list occasionally.

How to use Evernote for getting things done

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How to create a task you’ll actually do

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If you find yourself procrastinating about certain tasks on your list, one reason might be the task description itself. If it’s unclear what you’re supposed to do, if the task looks daunting or overly time consuming, it’s easy to see why you might put it off until later or skip it completely.

You can avoid this by writing better descriptions. Here are three ways to do that:

1) Make sure the task is something you can DO.

A task should be something simple, meaning something you can actually do.

You can’t “buy a car,” for example. There are too many things you need to do first: research makes and models, read reviews, consider extras and add-ons, choose a color, compare prices, take a test drive, inquire about financing, and so on.

Buying a car is a “project” not a task. Break up your projects into the component tasks and record those on your list.

2) Use ACTION VERBS to describe your tasks

Describe each task clearly and concisely. Start the description with an action verb: write, call, review, outline, research, send, etc.

If your task is to compare prices on your new car, for example, you might write, “Call five dealers for written quotes”.

Specific, clear, concise, and doable.

3) Make it EASIER to do

The easier (and quicker) it is to do a task, the more likely it is that you’ll do it. When writing the task description, include additional information and resources you’ll need so you don’t have to go looking for them when it’s time to do the task.

If the task is to call someone, put the phone number in the task description. Add notes you might need to reference during the call.

If the task is to review a document, embed the document or a link thereto in the task description. If you need to fill out a monthly report, include the template or the previous month’s report to refer to and/or modify for this month’s report.

Make your tasks something you can do, make the description action-oriented so you’ll know exactly what to do, and make the task easier to do by adding additional information and resources.

“Get more referrals” is a project, not a task. Here’s everything you need to do

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Can you really earn more by working less?

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We’ve all been taught that more is better so how is it that some people earn more and achieve more by working less?

They do it by choosing the right things to do.

The most successful among us focus on doing things that allow them to take giant leaps instead of incremental steps. The kinds of things that let them leverage their resources and get “eighty percent results with twenty percent effort”.

It’s not that they ignore the little things. It’s that at any given moment, they’re able to zero in on the one thing they can do that will give them the most bang for their buck.

Real estate entrepreneur, Gary Keller, made this the theme of his bestselling book, The ONE Thing. He says that we can become much more successful by finding and doing the one thing (activity, task, decision, etc.) that can allow us to achieve extraordinary results.

Keller suggests that we look at our goals and for each one, ask, “What’s the ‘ONE Thing’ [I] can do such that by doing it, everything else will be easier or unnecessary?”

If your goal is to bring in ten new clients per month within 90 days, for example, out of all the things you MIGHT do, you should find and do the one thing that is likely to make it most likely that you will achieve that goal.

Start by brainstorming possibilities. You’ll probably think of hundreds of ideas, and if you don’t, read through my blog and courses. Put your list aside for a few days, come back to it and look for your ‘one thing’.

You may reason your way to a decision, but it is just as likely that your “gut” will tell you. If you’re not sure, go through your list slowly, think about each idea and see how you feel about it. If it feels good to think about it, if you find yourself getting excited about it, the odds are that’s what you should choose.

Your ‘one thing’ will likely be different than any other lawyer’s. You might decide that your one thing is to hire someone to create a new website for you. Another lawyer might decide that his or her one thing is to meet prospective new referral sources. Someone else may decide that advertising is the right thing for them.

All of these things, and others, might help you reach your goal, but you should consider them later. Right now,  you should find your one thing and do it.

Your website can bring you a lot of new clients

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Why being a bit neurotic might be a good thing

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If you’re like me, you are constantly fiddling. No matter how well things are going, we’re never completely satisfied and we’re constantly looking for something better.

We may be running a tight ship at work but good isn’t good enough. We’re “getting things done” but we can’t help but think there are ways to get more things done, or get them done faster.

I’ve used Evernote as my primary productivity application for several years but I am continually trying new apps. I’m also trying new methods–new tagging schemes, new ways of organizing tasks and projects, new ways of approaching how I work.

I used to think my mercurial ways were a sign of weakness. It turns out they might actually be a strength.

According to Charles Duhigg, author of Smarter Faster Better: The Secrets of Being Productive in Life and Business, the most productive people frequently try new systems. “I found that the people who are most productive decided to think about it deliberately,” he says. “Habits are useful tools, but they can hinder as well as help,” he adds. “Constantly cycling through systems forces you to think about your own productivity.”

Each time we try a new app, a new system, or a new process, we critically examine what we have been habitually doing. Things may be good but they can always be better and by continually trying new ideas, we continually find ways to improve.

So the next time you’re feeling guilty about changing your methodology or replacing your favorite app with another, give yourself a pat on the back.

And if you’re not a jumpy monkey like some of us, if you’re satisfied with the way everything is working and have no interest in re-examining what you do, you might want to smoke some of what we’re smoking and join us on the cutting edge.

Evernote for Lawyers

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