How to Get to Inbox Zero

Text of a talk given at the PLA 2022 National Conference on the “How To” Stage.

How many emails do you have in your inbox right now, read or unread? 

In my informal polling, most people have anywhere from dozens to hundreds or even thousands of messages. Keep in mind that a 2019 study by DMR estimated that the average person received 121 emails a day. Without a fast and efficient system to dispatch these messages, inbox backlog will slow down work and increases stress. While one could declare email bankruptcy by deleting the entire contents of the inbox, this is hardly practical. Instead, with the application of a few simple best practices the stress of email management can be vanquished.

Photo by Torsten Dettlaff on Pexels.com

David Allen, author of the bestselling book, Getting Things Done, has thought deeply about workflow. He developed a system of best practices that revolve around managing workflow in an efficient manner. This approach can be used by any level of knowledge worker. It starts with a basic premise, so please repeat after me:

My inbox is not a storage location. It is a processing station.

Learn more by reading the rest in the articles section of this website.

The PARA Method – Projects and Areas

Before you read further, please take a few moments to either grab, or write out, your current list of projects. Don’t worry, I’ll wait …

Very good – now look down the list. Do you see broad subjects like Hiring, Strategic Plan, Scheduling, or Direct Reports? If so, you don’t have a project list, you have an area list. Don’t understand the difference? In a recent post on his blog, Tiago Forte shares his PARA method of organization, in which he spends time discussing the difference between and area and a project.

You have projects you’re actively working on – short-term efforts (in your work or personal life) that you take on with a certain goal in mind.

You have areas of responsibility – important parts of your work and life that require ongoing attention. 

In short, projects are finite, with a beginning, middle, and end. Areas are ongoing. So long as you are responsible for them, they never end.

This means when we organize our work, especially in a digital environment, Tiago recommends using the PARA Method. We just learned what the first two letters in the acronym mean. Here are the explanations for the remaining two letters.

Then you have resources on a range of topics you’re interested in and learning about.

Finally, you have archives, which include anything from the previous three categories that is no longer active, but you might want to save for future reference.

This simple formatting system allows people to organize their work landscape. In fact, the order of the letters in PARA are an indication of how Tiago views the primary driver of work – our projects.

Instead of organizing information according to broad subjects like in school, I advise you to organize it according to the projects and goals you are committed to right now. This is what it means to “organize by actionability,” a mantra I will return to again and again.

Read more about the PARA Method, with detailed examples, on his blog at Forte Labs.

How Managers Can Help Their Team Focus

Have you ever been on a team that lost its focus? You and your teammates may have wasted time wandering down dead ends, getting caught up arguing over trivial items, or had assumed next actions lie incomplete due to a lack of delegation? While there are many contributing factors to such failures, a good manager can make or break a team.

In an increasingly distracted world, one skill that can elevate managers is the ability to focus their team on the priorities. In a recent article in the Harvard Business Review, GTD founder David Allen and Justin Hale break down seven ways that managers can help their teams focus on work. Not surprisingly, the ideas are born out the GTD principles. This first suggestion is to inventory tasks and projects.

This is a discipline where common sense is not common practice. If your people don’t have a complete list of their commitments and projects, they can’t realistically prioritize. As a leader, hold people accountable for keeping current to-do lists and give them time each week to do a full weekly review of these commitments so they can stay in control.

Another way managers can help their employees focus is to make meetings meaningful.

Most people’s workdays are monopolized by meetings. Help employees stay focused by allowing them to decline meaningless meetings. To improve meeting efficacy, one manager we coached set a bold precedent. He said, “If someone invites you to a meeting without a clear agenda and reasons why you’re vital to the success of the meeting, you have my permission to decline it.” This manager put the onus back on the meeting creator (which was often himself) to show greater respect for others’ time. It also put employees in control of their days so they could focus on high-priority work.

Read the other five suggestions at the Harvard Business Review website.

Productivity Propaganda?

At first glance it would seem that productivity is a good thing. After all, who doesn’t want to get more done in less time? However, what happens if the push for increased productivity comes at the expense of enjoyment of life? Does it matter if you get more done if that which is being done is of little value?

Digital anthropologist and author Rahaf Harfoush recently explored this topic in a book called Hustle & Float: Reclaim Your Creativity and Thrive in a World Obsessed With Work. In her book she explored workplace burnout and how to avoid it. Bloomberg Businessweek interviewed her during the COVID pandemic to learn more about how to balance work and life in the era or work-from-home.

This isn’t a normal time, so it shouldn’t be treated as normal work-from-home time. The lines between home and work, personal and professional, are blurred with an additional pressure to be productive since the thinking is that we all suddenly have more available time. This isn’t the case, and furthermore, working nonstop simply doesn’t work. We have turned busyness into a coping mechanism. Now, people are applying that to their personal time while sheltering at home, filling it with back-to-back Zoom calls, baking, workouts, and more activity. It’s important to use some of this time to process our emotions and reflect on the discomfort from all this productivity propaganda. Operating as usual will not only negatively affect your work but could compromise your health.

The interview ended with a warning for those who work around the clock.

If you’re a high performer and recovery isn’t an intentional and strategic part of your time and workflow, you’re only damaging your output in the long run.

Read the whole interview online.

Efficient Librarian In-Person Workshops and Webinars Announced for Early 2023

This year I will be back on the road doing in-person classes in New Orleans and across Florida, along with several virtual offerings.

Most of the trainings listed below are sponsored by a Florida Library Cooperative and are free of charge to Florida library staff. Non-Florida library staff may register for a reasonable fee. The January 29th session is part of the LibLearnX Conference and is free of charge to registered attendees.

If you are interested in having a workshop in your area, please reach out to me at efficientlibrarian@gmail.com. I look forward to seeing you at an upcoming workshop.

From Inbox to Completion: The Secrets to Successful Workflow
January 25, 2023, 2-3 pm (EST)
Webinar
Sponsored by SWFLN

Finding Your Leadership Pathway
January 29, 2023, 1 pm – 4 pm (CST)
Ernest N. Morial Convention Center
LibLearnX Conference – New Orleans, LA

The Efficient Librarian
February 3, 2023, 9 am – 12:30 pm (EST)
Palm Beach County Library System – Hagen Ranch Road Branch
Sponsored by SEFLIN

Finding Your Leadership Pathway
March 3, 2023, 9 am – 12:30 pm (EST)
Palm Beach County Library System – West Boca Branch
Sponsored by SEFLIN

Managing Employee Performance: A Simple Formula for Talking with Staff
March 6, 2023, 2-3 pm (EST)
Webinar
Sponsored by SWFLN

Finding Your Leadership Pathway
March 7, 2023, 1 pm – 4:00 pm (EST)
NEFLIN HQ – Orange Park, FL
Sponsored by NEFLIN

The Efficient Librarian
March 9, 2023, 9 am – 12:30 pm (EST)
Leroy Collins, Leon County Library – Tallahassee
Sponsored by PLAN

Overcoming the Email Avalanche: Three Steps to an Empty Inbox
May 9, 2023, 2-3 pm (EST)
Webinar
Sponsored by SWFLN 

Avoiding Procrastination Regret

Have you ever put off doing something? Of course, you have!

However, have you ever put off doing something for a long time, years even? Perhaps it is taking that dream vacation, or switching careers, making a commitment to exercise, or telling that special someone you love them? If we wait too long to try new things or take risks, this procrastination can lead to regret. How do we avoid it?

On his blog, Darious Foroux recently shared his thoughts on procrastination.

We all know that putting off our dreams for one week turns into a month, then into a year, and then into decades, and finally, we die with regret.

If that sounds harsh, it’s because it is harsh. When you keep procrastinating you become one of those people who never do what they say. 

How do we change our behavior to avoid regret? Foroux offers ten behaviors that challenge us to keep moving forward. The first one is stay curious.

Never stop getting excited about doing new things. If you let your curiosity drive you, you will never run out of motivation and inspiration.

Along with curiosity, he advises us to never stop learning.

Your curiosity will lead you to new topics, challenges, goals, and desires. To achieve those things, we need to learn more. When you do that every day, you keep making progress.

Review the other eight on his blog, then see if they can help you avoid the regret of prolonged procrastination.

When Was Your Last Weekly Review?

Life comes at us quickly. As we deal with all the input and projects throughout the week, it is important to dedicate time to regaining a lay of the land. The best way to do so is the Weekly Review.

The Weekly Review is a GTD staple. In fact, David Allen has repeatedly stressed that the review is one of the most important things a knowledge worker can do to stay current and focused. To help practitioners, he had created a guided Weekly Review on his website. The video comes with the following note:

Experience what David Allen calls the “critical success factor” with GTD, by going through a complete GTD Weekly Review. You’ll get a taste of all 11 steps of the process, with helpful advice along the way. Please note that this recording has not been edited to remove the several minutes of silence for you to do each of the 11 parts of the review.

David has repeatedly stressed that the Weekly Review is a “critical success factor” to engrain a GTD practice. What does it involve? The first step is to Get Current:

GET CLEAR
COLLECT LOOSE PAPERS AND MATERIALS
Gather all accumulated business cards, receipts, and miscellaneous paper-based materials into your in-tray.
GET “IN” TO ZERO
Process completely all outstanding paper materials, journal and meeting notes, voicemails, dictation, and emails.
EMPTY YOUR HEAD
Put in writing and process any uncaptured new projects, action items, waiting fors, someday/maybes, etc.

Read the rest of the article to learn about the other two steps.

If you haven’t done a Weekly Review recently, I encourage you to do so at your earliest opportunity. The clarity that comes from a thorough examination of all your open loops and commitments is time well spent. The result will be more items accomplished with less stress. Now who wouldn’t want that?

Thriving in Uncertainty

With all the rapid changes happening around us, it seems like the only certainty is more uncertainty. While some enjoy the chaos, the everchanging landscape makes it hard to set worthwhile goals that can be realistically achieved. Rather than give up, is there a way to cope with uncertainty?

Tiago Forte explores this question in a recent post on this website titled How to Thrive in a World of Uncertainty. It is part of his exploration of the concept of 12 Favorite Problems. In this piece, he shares an important shift to our thinking that makes all the difference.

Goal-setting was once central to our conception of what it means to navigate the future successfully. But goals can no longer serve as guides to an unfolding future that we have so little control over.

But this doesn’t mean that we have to throw up our hands in defeat. It doesn’t mean there’s nothing we can do to influence our fate. It just requires us to make a shift from leading with goals to leading with questions

What does he mean by this? In essence, he proposes a way to embrace the uncertainty and use it as a force for creativity and accomplishment.

Questions ask you to start with what you don’t know but would like to discover. They draw in others to pitch in and make their own contributions. They serve as open invitations to collaborative projects, versus the solitary path of individualistic achievement envisioned by goals.

In a world of uncertainty, questions are more powerful than answers. Answers serve you for a season, but a question lasts forever.

Read the posting to learn more about this shift in perspective, including three values proposed by physicist Richard Feynman that can make the transition smoother and more enjoyable.

The Key to Mastery Is Not What You Expect

Many coaches instruct their clients that the best way to be good at something is to practice it over and over again. It is thought that narrow repetition of a specific move, skill, or technique will lead to mastery. However, it seems there is a better approach that will generate lasting benefit.

In an article on Scott H, Young’s web site, he points to recent research that supports the idea that variability is even more important than straight repetition. This is due to the idea of contextual interference. Young explains:

Contextual interference occurs when you practice the same skill, but vary the situations in which it is called for.

For instance, you could practice your tennis backhand by being served backhand shots repeatedly. Alternatively, your coach could mix things up: serve you backhand shots interspersed with balls that require a forehand shot.

Or imagine preparing for a calculus exam: you could study all the questions that require the chain rule, then all the questions that use the quotient rule. Instead, you might shuffle these questions together so you can’t be sure which technique is needed.

Young goes on to point out why contextual interference improves mastery. One of the reasons is:

Identifying problems correctly and ensuring the correct technique is associated with the problem. A major difficulty in learning isn’t getting knowledge into your head—but getting it out at the right time. Practice that repeats the same technique in narrow situations may result in skills that aren’t accessible when you need them.

Learn more about the advantages of variability in your training by reading the rest of the article.