How to Organize a Shared Workspace

As a fan of GTD, I have been able to organize my personal workspace to match my work style. Having a private office helps me keep control. However, many office workers are stuck in shared workspace situations. While they can control their own immediate spot, the common areas seem to be an unruly land. Is it possible to organize a shared workspace?

Francesca Stracuzzi recently mapped out a way to do so in five steps on the KonMari website. The first step is to take stock of your office’s current state.

“Many desks are overloaded, and both paper and digital archives are not functional, making it difficult to find documents and files,” she says. “A messy and disorganized desk generates stress, anxiety and demotivation, and, in the midst of that chaos, it also reduces our ability to make decisions. I am convinced that space affects our emotions and conditions our performance, so freeing the desk means lightening the mind and working with more serenity and clarity.”

Photo by Marc Mueller on Pexels.com

The next step is to get support from leadership.

“In my work experience, I have seen that the management of space, particularly offices and desks, is left to individual workers,” says Francesca. This may seem logical, but it often leads to a snowball effect, wherein one messy desk turns into many. 

Instead, Francesca recommends encouraging a different perspective within the team, including management, that focuses on how getting organized can benefit the whole team.

By framing the idea of a team organization project to leadership this way, you’ll have an easier time getting them to sign off on the project.  

To learn more about the steps to organizing a shared workspace, including the final three steps, please visit the KonMari website.

The Second-Worst Task List App

How do you keep track of your tasks?

There are many different ways to remember all the items you need to do, whether it be in an electronic format, paper-based, or a hybrid of both. According to John Forrister, associate of David Allen, there is one method that is the worst way of all – your mind! As he wrote in a recent blog post called The Second-Worst Task List App:

If there is a second-worst task list app, there must be a first-worst, right? Yes — it’s your mind. It’s really good at many things, but managing your task list is not one of them. You know that already. You wouldn’t be reading this without already having a calendar and some version of a task list. 

John then postulates on what would be the second worst way to keep track of your tasks. With this question he not referencing a specific app or piece of software. Instead, he is looking at the systematic process that many people use accidentally.

For several reasons, my nomination for the second-worst task list app is an inbox with stuff that’s been there more than 48 hours. I use the email inbox as an example here, but you can probably apply this reasoning to other places where your inputs show up and need to be clarified.

He then proceeds to list reasons why an email inbox is unproductive as a task reminder. Two reasons include:

1. You need to keep rereading at least the subject lines of the first screen of emails, which uses your valuable time inefficiently. If there’s more than one screen, you are likely scrolling into the past fairly often, to scan those older emails.

2. You may be opening, rereading, then closing the emails to remind yourself what they’re about.

How do we keep our inbox from becoming a default bad task manager? Read the rest of the blog post to find out!

CC or BCC – That is the Question!

Remember back to the last time you typed a very important work email. When the moment arrived to send it to multiple people, a problem arose. Most of the recipients are only being notified of the message as a courtesy and no action was required from them. Do you CC them or BCC them? That is the eternal question?

Back in January I presented a webinar about Effective Email Etiquette. One of the topics I touched on was when it is more appropriate to use CC over BCC. For a refresher, the difference between the two is that CC means all recipients know that person was copied. The BCC is a blind copy and only that person knows they have been copied.

Photo by Nataliya Vaitkevich on Pexels.com

When is it best to CC a recipient?

  1. For Informational Purposes: CC is commonly used when you want to keep someone in the loop or inform them about the content of the email without requiring their direct action. It allows additional recipients to be aware of the conversation or information exchange.
  2. When Multiple Parties Need to Be Informed: Use CC when there are multiple individuals or teams that need to be aware of the communication but may not need to actively participate.
  3. To Keep a Record: CC can be used to keep a record of the communication for someone who may not be directly involved but needs to be aware of the conversation for documentation purposes.
  4. To Include a Supervisor or Manager: If you are communicating with a colleague and want to keep their supervisor or manager informed, CC can be an appropriate option.

When it is best BCC a recipient?

  1. For Privacy and Confidentiality: BCC is used when you want to protect the privacy of recipients by concealing their email addresses from others on the list. It is often used in mass emails to protect the privacy of recipients.
  2. To Avoid Reply All Confusion: If you are sending an email to a large group and want to avoid cluttering inboxes with unnecessary replies, you can use BCC to hide the recipient list.
  3. When Introducing New Contacts: If you are introducing someone to a group or connecting people who may not know each other, using BCC can maintain privacy while facilitating introductions.
  4. For Sensitive Matters: When discussing sensitive or confidential matters and ensure that recipients do not see each other’s email addresses, BCC can be a useful tool.

As you consider whether to CC or BCC, there are some important considerations to consider:

  1. Ethical Use: Use CC and BCC ethically and responsibly. Avoid using BCC to hide information that should be transparent or to deceive recipients.
  2. Recipient Expectations: Be mindful of recipient expectations. Some people may be sensitive about being CCed on emails, so use discretion.
  3. Company Policies: Some organizations may have specific policies about the use of CC and BCC. Familiarize yourself with your company’s guidelines.
  4. Replying and Forwarding: Note that when recipients reply to an email, everyone in the CC list will see the reply. BCC recipients, however, will not be able to see each other’s replies.

To learn more about effective email etiquette, please read the full text of the webinar on the Efficient Librarian website.

The Secrets to Storing Your Photos

How many photos do you have on your mobile device?

For many people, photos take up the enormous amounts of memory space on their phones. With most of us having a smart phone for over a decade, that means thousands and thousands of pictures are stored at our fingertips. Given how easy it is to take a photo (or dozens of photos) to remember an event or meeting, the challenge becomes keeping track of these important visual artifacts.

Tiago Forte, creator of Building a Second Brain, has thought about this problem. His solution is detailed in a recent blog post called The Ultimate Guide to Storing, Managing, and Enjoying Your Photos. He starts by discussing how NOT to store your photos.

Let’s clarify first where photos should NOT go: Your notes app is not the right place to store photos or videos because it’s not made to handle large-sized media (which would generally slow it down). 

I keep my photos in Google Photos which means they’re always securely stored in the cloud. 

Since I take the majority of my photos on my phone (which is probably true for most people), they’re automatically uploaded and backed up via the Google Photos app. 

He moves on to tackle the question of how to organize photos. Surprisingly, this is not as difficult as it first appears.

The good news is: You don’t really need to because Google Photos automatically organizes your photos for you in various ways. 

By default, you’ll view your photos in an infinite timeline organized by date with the oldest ones at the bottom and the newest ones at the top. 

However, Tiago soon moves away from the mechanics of storing photos to a more meaningful puzzle.

Now, the question remains: What should you do with all the photos you’re taking? How can they add beauty and meaning to your life instead of just sitting around on a server somewhere? 

To learn the answer to that question, please read the rest of his post.

Is the 20/20 Rule for You

“I’ll keep that, just-in-case …”

How many times have you held on to an item just-in-case you need it later. Perhaps it was some extra band-aids in your travel bag, or an Allen wrench from that bookshelf you built, or an old phone charger that might fit another device. All these things seem useful to keep about just-in-case, but are they worth the space they take up in your cabinets or drawers?

The Minimalists are Emmy-nominated Netflix stars and New York Times–bestselling authors Joshua Fields Millburn and Ryan Nicodemus. They describe the category of just-in-case items this way:

We often hold on to things just in case we need them: We don’t let go because we might need something in some far-off, nonexistent, hypothetical future. We pack too much stuff in the remotest chance we might need something for trips and vacations.

We needn’t hold on to these things just in case: We rarely use our just-in-case items—they sit there, take up space, get in the way, weigh us down. Most of the time they aren’t items we need at all.

So how do we decide what to keep and what may be thrown away? The Minimalists developing a simple test that they call the 20/20 rule.

Anything we get rid of that we truly need, we can replace for less than $20 in less than 20 minutes from our current location.This theory likely works 99% of the time for 99% of all items and 99% of all people—including you.

To their point of view, this means that most just-in-case items don’t earn their keep. In their own experience, almost none of the items they have thrown away have ever been needed again!

I invite you to take up their challenge and see how many of your just-in-case items are truly clutter.

A Downside to Efficiency?

One might think that having a website called the Efficient Librarian would mean that I am all in for efficiency. To an extent, that is true. Most of the time it makes sense to find the simplest way to complete tasks to save time and energy. For example, making a habit of the Two Minute Rule makes sense to move forward on quick tasks as soon as they show up.

However, there are situations in which efficiency has a downside. Too often we get locked into one way of thinking. This leads to doing things efficiently but never questioning why they are being done in the first place! For example, several years back I learned that my library system was compiling a very specific quarterly statistics report. When asked what we did with the numbers, the reply was that the final report was being placed in a drawer and never used. In the past there might have been a purpose, but it no longer applied. I immediately told them to stop compiling this report and everyone was relived.

Photo by Christina Morillo on Pexels.com

Additionally, efficiency can be the enemy of experimentation. If new ideas and approaches are needed, doing the old ways more effectively is worthless. Therefore, it is helpful to regularly take time to reflect on our systems. Asking the following questions may provide insight:

  • Why are we doing this?
  • What value does this produce?
  • Is there something else we could be doing instead that would be more valuable?

Even if the task remains valuable, there may be better ways of doing it, either through technology or a newly discovered best practice. Changing over to a different approach will be less efficient while it is implemented. However, the savings over time as the new approach sinks in reaps benefits.

For example, a dozen years ago my library system went all in on self-check and self-return technology. Staff definitely had a learning curve in understanding the new systems and teaching the public how to effectively use them. However, time savings for staff along with fewer repetitive stress injuries made the transition worthwhile. In fact, it did not take long for staff members to openly wonder why we didn’t make the switch sooner!

For homework, take time this week to look at one of your systems or tasks. Ask the questions above to determine if it is useful to continue doing it. You might be surprised by the results!

Choosing What to Do: The Steps for Engagement

Did you know the secret to getting things done is to do actions that get things done?

I know that sounds like a big “duh”, but in honesty people frequently get hung up on their next move. Even if they have defined their work, decided on next actions, and have their lists available, picking the precise thing to do in any given moment can still trip up overthinkers. Thankfully, David Allen has thought through the process of engagement, which is the fifth stage of the GTD workflow process. On his website he shared tips to help decide which action to do next.

When it’s time to Engage, people often ask how to choose from what may be long lists of tasks to do. That’s when it’s helpful to use the criteria for choosing:

Context – What place, tool, or person will the action require? This is the first limitation for choosing–it has to be. If you’re not in the right place, don’t have the right tool, or access to the required person, you can’t take the action.

Time available – How much time do you have to take the action? If you have 20 minutes, only consider actions that you think will take less than 20 minutes.

Resources – What is your energy like to take the action? Have you been in back-to-back meetings all day and you’re tired? Or are you just finishing your morning coffee and feeling alert and enthusiastic? You’re probably already considering this more than you realize when you choose what to do.

Priorities – What’s the most important one to choose based on your roles, goals, long-term strategy, and purpose?

David then goes to share how to use the Horizons of Focus to narrow down your priorities along with a description of the three-fold nature of work. What to learn more? Click over to the Getting Things Done website to find out!

Effective Email Etiquette

On Thursday January 25, I will return as a virtual presenter to the Wild Wisconsin Winter Web Conference. In 2020 I spoke on the topic of Developing Motivated Cultures (recording available through this link). This year I will share tips and tricks on Effective Email Etiquette. As a resource, the script for my talk is now posted on the Efficient Librarian website.

Here is the start of the presentation.

Effective Email Etiquette – How to Ensure Your Messages Are Understood

All of us send email every day. However, have you ever considered what makes for an effective email that will be read and understood by the recipient? As a primary means of communication with colleagues and the public, it is important to consider the most effective ways to compose email to ensure it is read fully and understood clearly.

Photo by Miguel u00c1. Padriu00f1u00e1n on Pexels.com

Don’t Send that Email … Unless You Have To!

One of the biggest challenges in effective communication is deciding the medium for the message. For many people, email is a common way to share information. In fact, it is often preferred, as implied by the saying, “this was another meeting that should have been an email.”  Yet it does have limits. Here are times when email is appropriate:

  1. Routine communication: Emails are suitable for routine updates, sharing information, and conveying non-urgent messages. If your message is not time-sensitive and allows for a delayed response, email is a suitable choice.
  2. Documentation: When you need a written record of communication, such as project updates, agreements, or decisions.
  3. Scheduling and coordination: For arranging meetings, confirming appointments, and coordinating schedules.
  4. Formal communication: In professional settings, emails are often appropriate for formal communication, such as job applications, official announcements, and business proposals.

Read the full article to learn more about how to be more effective with CC and BCC, writing impactful subject lines, the perils of public records, and more!

Parrells Between Money and Productivity

Have you heard the admonishment that “Time is Money?”

It is an old saying that exhorts us to make best use of our daily actions in order to reap financial rewards. Taken to heart, it would also imply that being productive will increase the amount of money we acquire. Is there truth to this conclusion?

Tiago Forte believes that there are similarities between productivity practices and budgeting. In an article on his website, Tiago shares thirteen parallels that define successful application of both skills. The first one has to do with aligning with a deeper purpose.

“What do I want my money to do for me?” Everything else depends on the answer: if you value freedom and autonomy, your decisions will look very different from someone who values security and stability.

It’s likewise very valuable to ask yourself, “What do I want my work to do for me?” Besides the obvious answer of “provide a paycheck,” the conclusion you come to has profound implications for where, when, and how you work.

If you value creativity and self-expression, but an ever greater proportion of your to do list is filled with administrative tasks, you will eventually experience dissatisfaction and burnout, regardless of how many hours you work or how much it pays.

Another parallel he shares has to do with shifting our thinking. Tiago believes we should let go of what “should be” and honestly accept what is actually happening.

There is a deeply seated human tendency, when things aren’t going how we believe they “should go,” to simply deny reality. We can make up justifications, rationalizations, and excuses effortlessly, and maintain them even when the impact on our health, happiness, and relationships becomes unbearable.

Simply knowing what is happening is half the battle when it comes to money or productivity. Getting a hold on the “current state” requires letting go of the lenses and stories we use to buffer reality and protect our ego. This is why making a comprehensive Project List is so powerful – it lays out the current state of affairs in objective detail, allowing us to make fully informed decisions.

Learn about the other eleven parallels by reading the rest of the article.