New Year Resolution – Purge Your Files

Do you still have a paper filing system? If so, when was the last time you examined it to see if the content was still worth keeping? Often times when we accumulate paper, it becomes a file and forget system. Paper goes in and never comes out, making it ineffective storage.

Yet the value of effective paper filing can be easily overlooked. Files are a useful tool for knowledge workers as they contain valuable information or ideas for future projects. The folks at Getting Things Done (GTD) have some very useful ideas on how to build and maintain your paper filing system. That way the material can add value to your work. The first point they share is to keep the filing simple by using an A-Z system.

People have a tendency to want to use their files as a reminder system in addition to reference, and therefore attempt to organize their files by projects or areas of focus. This magnifies geometrically how many places something isn’t when you forget where you filed it. One (or at least as few places as you can get by with) simple alpha system files everything by topic, author, or company so it could only be three or four places (if you forget where it is.)

Another key piece of advice is to purge paper files once a year. To do this go through each file to see what still have reference value and identify items that can be tossed. I find the period before or after the New Year is a great time to do this as business is usually slower, providing quiet time to organize. As the folks at GTD say a file purge is useful because:

That keeps them from being stale and you from feeling like it’s a black hole you’re putting things into. It gives you the freedom to keep anything you think you might want or need later.

Learn other methods to keep your paper files in order by looking at this GTD sheet.

However, if your focus has shifted away from paper into the digital world, then take time in the coming months to learn the best methods to Build a Second Brain!

Beginner vs Advanced

Have you ever got advice? Of course, you have. The real question is how often has that advice been useful?

The problem with advice is that it may be good for some people, but not for all. Also, some advice is helpful at the start of an endeavor but could be restricting as experience is gained. Tiago Forte recently thought about this problem and wrote his conclusions on his blog at Forte Labs. His primary insight concerns the crucial difference between beginner and advanced advice.

In any given pursuit – tennis, chess, jiu-jitsu, painting – there is a hierarchy of skills that you have to acquire one by one to progress. More fundamental skills lie at the bottom, like the base of a pyramid, and serve as a foundation for more advanced skills to be gained later on.

I’ve noticed that people often want to skip the beginner stages and go directly to the advanced ones. That’s an understandable desire – why spend more time as a novice than you have to? But if you don’t have a strong foundation and try to build too high, your efforts will inevitably crumble.

How do we determine the difference between beginner and advanced advice? Tiago suggests the following:

Beginner advice tends to take the form of an extremely simple, impossible to misunderstand, black-and-white rule.

The more advanced you become, the more options and pathways become available to you, each one tailored to a specific scenario. In other words, you have to choose which advanced strategy is right for you.

How what does this mean for productivity skills? Read the full article on the Forte Labs blog to find out.

How to Tell What Kind of Procrastinator You Are

You do it. Your work colleagues do it. I did it before starting this post. What is it?

Procrastination!

Throughout the day, we all experience that lack of desire to move forward on projects or tasks. Yet, the question is why does this happen? According to journalist Lindsey Ellefson, writing in Life Hacker, procrastination comes in at least six different flavors. In her recent article, she highlights each one, starting with perfectionism:

The perfectionist. You’re worried that your work might not meet a high expectation, so you don’t finish your work or, in some cases, don’t even start it at all.

For each of the six types of procrastination, Ellefson offers a possible solution. For example, with perfectionism:

If you’re the perfectionist, remind yourself that it’s your own personal standards that are stressing you, not necessarily the work itself, and you can do the work by setting realistic, incremental goals before getting started. I struggle with this one, and a tactic that helps me is working out what the absolute worst possible outcome might be if I don’t do well on a task. Even if I get a zero on a test, what will it do to my overall grade? When I think realistically about how I’m almost certainly going to get way higher than a zero—but even if I didn’t I’d be okay—I feel better, and get to work.

To discover the other five types of procrastination, please read the rest of the article. Of course, you could always put off doing this for later …

Thoughts on Management: Improving Meetings and Communication

Adapted from my presentation to the Library Journal Management Training group on Oct. 24, 2023.

No organization can succeed without effective management. Grand strategic plans and lofty visions mean nothing without dedicated middle managers mobilizing the boots on the ground to turn these dreams into reality.

For six years I was a branch manager in the Palm Beach County Library System. Those years were some of the most enjoyable, challenging, and growth inducing I have faced as a professional. During that time, I honed skills and sought understanding of how to make my role more effective not only carry out the library’s mission, but also to support my branch staff in the process. During this time, I discovered that there are many factors that impact managers. Some of the most important ones are running productive meetings, handling change, and practicing effective communication.

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While middle managers are often derided, such as famously on the TV show The Office, for many people they are wonderful positions. A middle manager in libraries is often in a sweet spot where they are close enough to the front lines to see the direct impact of the service, while also far enough back to get perspective and be part of broader system-wide projects. The key tension for managers is handling the responsibilities that flow to them from both above and below. Managers need to ensure that the front-line work is done effectively by offering support and guidance to their staff. At the same time, they must interpret policy and directives coming from administration and communicate those effectively to their team.

Read the rest of the article on the Efficient Librarian web site.

Favorite David Allen Quotes

Getting Things Done was a book that changed my life. David Allen’s seminal work on productivity provided me with the skills I needed to succeed in knowledge work. With it being one of the bestselling businesses books of the last 25 years, its impact on millions of people around the world is very apparent.

For this post, I am simply sharing some of my favorite David Allen quotes. Enjoy!

“Your mind is for having ideas, not holding them.”

“If you don’t pay appropriate attention to what has your attention, it will take more of your attention than it deserves.”

“You must use your mind to get things off your mind.”

“Sometimes the biggest gain in productive energy will come from cleaning the cobwebs, dealing with old business, and clearing the desks—cutting loose debris that’s impeding forward motion.”

“Things rarely get stuck because of lack of time. They get stuck because the doing of them has not been defined.”

“There are no problems, only projects.”

“There is usually an inverse relationship between how much something is on your mind and how much it’s getting done.”

“There is no reason to ever have the same thought twice, unless you like having that thought.”

“(1) collect things that command our attention; (2) process what they mean and what to do about them; and (3) organize the results, which we (4) review as options for what we choose to (5) do.”

Learn more about David Allen by visiting the Getting Things Done web site.

Marie Kondo’s Top Five Productivity Tips

It is easy to find top 10 lists online with suggestions about productivity. Most of them offer similar advice, such as to tune out distractions or focus on one thing at a time. Marie Kondo, founder of the Konmari Method, recently shared her top five productivity tips. However, they featured items not normally found on the common lists.

For instance, her first tip focuses on the power of morning rituals.

I usually wake up around 6am with my children. When I get up, I open all the windows to let fresh air in and then burn incense. I strive to keep my home comfortable and filled with clear energy throughout the day, so starting my morning with these rituals keeps me on track.

Another tip that I found useful was about the importance of coordinating with your partner.

Sharing and discussing to-do lists is a productive habit for partners. When we got married, my husband and I wrote out every household chore in a shared spreadsheet. When I finished a task, I would put a check next to it – and when my husband noticed it, he would send a simple thank you note (and vice versa). This process helped us realize the number of tasks necessary to live comfortably together, and what kinds of tasks are best suited for each person. 

Read the other three tips on the Konmari website.

The Last-Minute Mindset

Do you only work when a deadline is right in your face? For example, if there is two weeks until the work needs to be completed, do you wait until the final 24 hours to start. For the determined procrastinator it often takes an outside factor to get work done. It begs the question, why do they let this happen?

In an article from Stylist magazine, Katie Rosseinsky explores the procrastinator’s mindset to learn why they behave the way they do and how they can improve. The question is important as it relates to her own experience.

My last-minute mindset is something I’m well aware of, and yet whenever I’m presented with a deadline, I follow the same pattern: put the work off for as long as humanly possible, then cram it all into a condensed, chaotic period of ’productivity’, which often involves working late into the evening. Even if I make time, say, in the week coming up to the cut-off point to focus on getting this task done, I inevitably waste it.

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Proving she is not alone; she then points out the wide-spread reality of the procrastinator mindset.

A 2007 study published in Psychological Bulletin found that 15-20% of people chronically procrastinate, with 25% describing this as their dominant personality trait. And it doesn’t have to be confined to a work context; as Christmas approaches, many of us will once again come face to face with our last-minute tendencies when we end up doing all of our present shopping in a panicked 24th December dash.

For the rest of the article, Rosseinsky proceeds to explore why how this mindset works before sharing a few ways to avoid the temptation to wait until the last minute, such as:

So, how can hardened last-minute scramblers find a way to break out of this cycle, and is there any way of turning these tendencies into a positive? In the short term, Dignan suggests trying out the ‘two-minute strategy’. “If you can do something in two minutes, you’ve got to do it now.” Another tactic she often recommends to clients involves the humble egg-timer.

To learn more, please read the rest of Rosseinsky’s article.

Getting Stuff Out of Your Head

Think for a moment – right now, is there something important that needs to be done for which the only reminder is in your head?

For most people relying on memory is the default way to keep track of all the things they need to do. This includes remembering deadlines, commitments, obligations, or simply keeping track of fun stuff to do someday. The problem is that our minds are a poor tool for this job. In fact, David Allen, founder of GTD, often says that our heads are “crappy office spaces.”

Consider how easy it is to forget something. In the morning you open the refrigerator and discover there are no eggs. After making a mental note to drop by the store on the way home you head off to work. After a busy day on the job, hitting the grocery store is long forgotten. The next morning you are once more reminded of the lack of eggs at breakfast and are forced to make yet another sketchy promise to hit the store on the way home.

According to GTD, the best way to remember something is to place it in a trusted system outside of the head. On a practical level, that means as soon as something comes to mind it is immediately written down on paper or placed into electronic storage. So long as the reminders are kept in a place that you frequently return to, these items will never be lost.

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What are the best ways to get stuff out of your head quickly? Below are common options:

  • Use your phone’s reminder app
  • Have a note pad on your desk or counter top along with fresh pens
  • Enable a digital voice assistant, like Alexa, to capture voice reminders
  • Use sticky notes to post reminders in prominent places

For electronic reminder systems, consider setting a day/time reminder that pops up at the right time. For example, a reminder set for arrival at the office can be helpful to knock out an item right away. Or a reminder that pops up before leaving work will ensure eggs are picked up on the way home. By offloading memorization, stress levels will drop as efficiency increases.

No matter the method, constantly get stuff out of your head and into a trusted system. You will be glad you did.

Systems vs Flexibility

One of the keys to productivity is to create efficient systems. Whenever you run a process automatically it will be faster and more reliable, especially if a human does not have to be involved. However, are there times when reliance on systems can be to our detriment?

Darious Foroux explored this problem in a piece called Systems vs Flexibility: Why Rigidity is the Enemy of Modern Success. In the post, he first acknowledges the usefulness of systems. Then he points out that it is problematic to rely too much on them.

The problem with systems is that you risk binding yourself to your system. After all, it’s what you control. And if you’re a control freak, you can go nuts about your system. 

You’ll try to optimize every single aspect. So maybe you started off trying to get a raise; created a system and started executing.

But maybe your life changes or the economy changes and you shouldn’t be executing that system. You might need a new goal in your life. Or a new system. Probably both.

Later on, Foroux explores the notion of flexibility and how it can overcome the problems inherent in systems.

The more rigid you are, the more you risk breaking things. That’s true for your career, relationships, body, and mental health.

I’ve always been a flexible thinker. I have zero attachment to ideas and beliefs. That’s because I’m a pragmatist at heart. I wrote about my personal philosophy in my book, Think Straight

This strategy has generally made me flexible. I’m never afraid to make a change.

But I still get stuck inside my systems, whether it’s for work or in my personal life. If you can relate to this, I recommend taking a step back from your existing systems, routines, or habits occasionally. 

See it as a way to improve your flexibility and lower your rigidity.

Read the entire piece on Foroux’s web site.