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.

Photo by fauxels on Pexels.com

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.

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.

Building a Second Brain: A Conversation with Tiago Forte

Last year I had the honor of interviewing Tiago Forte, creator of Building a Second Brain. We spoke for almost an hour on how he became interested in the power of digital notes, discussed PARA as an organizing tool, and learned best practices for capturing information across mediums.

I’m glad to share that the written transcript of the interview is now posted on Public Libraries Online. Below is opening question and response.

PL: Please define what you mean by a Second Brain?

TF: Think of a diary or notebook. It is a creative, timeless practice to save your thoughts. Now make a few changes. You’re going to journal not just your own thoughts and reflections, but external sources of information. You hear a quote that resonates with you, write that down. You hear an interesting fact, write that down. You discover some research of interest, write that down. Next, make it digital so that it is on your smartphone and sync to the Cloud and all your devices. Now you can access it from anywhere, anytime.

With all the capabilities of technology, you can save, not just text, but images, links, web bookmarks, photographs, drawings, and sketches. Because it’s digital, it can be annotated, organized, and re-sorted. It can change with your needs and goals. Your Second Brain is a trusted place outside of your head where you save all of the ideas, insights reflections and realizations that are most important to you. It contains information that is personally relevant and meaningful. It contains moving and powerful life experiences, memories, and unique ways of seeing the world.

To learn more about other aspects of Building a Second Brain, such as the CORE approach, understanding the difference between projects and areas, and much more, please read the full interview on Public Libraries Online.

Why it is Hard to Get Things Done (and we don’t mean GTD)

Even though we now have far more tools at our disposal to be productive in the office, more and more people are finding it hard to actually get work done. This may seem like a paradox, but there is an important reason why this is so.

The Wall Street Journal recently published an article by Ray Smith titled, Workers Now Spend Two Full Days a Week on Email and in Meetings. In it, Smith points to a survey done my Microsoft that outlines worker’s concerns.

Researchers found that the 25% most active users of its apps—in other words, people who use Microsoft’s business software for much of their online work activity—spent an average of 8.8 hours a week reading and writing emails and 7.5 hours logging meetings.

Those figures don’t include time spent instant messaging, on the phone or in other, impromptu conversations with co-workers. In all, the average employee spent 57% of their time using office software for communication—in meetings, email, chat. The remainder of time, 43%, they used for creating things, such as building spreadsheets or writing presentations.

Photo by Andrea Piacquadio on Pexels.com

Smith shares how this workload affects a worker’s ability to think big.

In a separate Microsoft survey of 31,000 people worldwide, nearly two out of three said they struggled to find time and energy to do their actual job. Those people were more than three times as likely as others polled to say innovation and strategic thinking were a challenge for them.

The study found that despite our assumption that more communication and collaboration lead to a better outcome, it seems this is not the case. Smith points out that one of the biggest hinderances to a productive workplace comes from not setting priorities for meetings and clearly considering who should attend.

Too often, meetings are scheduled without clarity on what they are supposed to achieve, said Rita J. King, executive vice president of workplace-consulting firm Science House. “The key is to not invite someone to a meeting unless you are absolutely certain that they belong there, and you can tell them why,” she said.

Learn more about the concerns expressed in the Microsoft survey and some strategies to solve them by reading the full article.

An AI Answers Second Brain Questions

Every day we heard of a new use for AI. Whether it is to assist with travel planning, exercise routines, or writing resumes, the applications seem without end. In prior postings I shared experiments with the most famous AI on the block right now, ChatGPT. However, it is not the only one out there. In fact, people are feeding content into other AIs as a way to help the system learn and grow.

An example I came across recently was from Tiago Forte. He took an AI and feed it the contents of his book, Building a Second Brain. Next, he set up a simple interface to allow users to ask the AI questions about the book.

Here’s what happened when the AI is asked the sample question, What is Building a Second Brain about?

Answer: Building a Second Brain is about how to use technology to revolutionize personal effectiveness. It provides a system for organizing information holistically, for any project or goal, and for easily and generously sharing it with others.

To test it further, I asked it to define PARA.

Answer: PARA is a productivity system developed by Tiago Forte that helps knowledge workers organize their work and resources into four categories: Projects, Areas, Resources, and Archives. It is designed to help users quickly access the information they need and keep their workspace uncluttered.

Finally, I decided to ask it a more challenging question: What is the best way to save video content in a Second Brain?

Answer: The best way to save video content in a Second Brain is to take notes while watching the video, distilling the key points and ideas into concise summaries. This will make it easier to quickly rediscover the information in the future. Additionally, it is important to store the video in an easily accessible format, such as a bookmark or link.

Overall, I found these responses to be on point. However, maybe you can ask it a question about Building a Second Brain that will stump it. To try for yourself by jumping over to the AI website.

Tidying Odd Spaces

This weekend I got into the tidying zone. The target was my home and office work desks. Paperwork and other items had gotten out of control and required dedicated attention to resolve. The cleanup also included the desk drawers, which contained all sorts of strange items.

Marie Kondo has through a lot about how to tidy up odd spaces in the house. On her website, she shares tips on how to get those spaces under control. One of the most important steps to clean a drawer or closet is to take everything out.

Taking everything out of junk drawers and other komono hot spots and laying it out provides a fresh view of all the contents. You may find something that was once missing or something you forgot you owned. It is an opportunity for re-acquainting yourself with the objects that live with you and recognizing those that spark joy and those that don’t.

The rationale for this is simple; it takes just as much energy to put the item back in the original spot as it would to simply toss it or place it in a more appropriate location. However, that leads to the question of how to organize these miscellaneous items so that they remain functional and not lost in an out of the way space. Marie’s approach is to compartmentalize.

Komono is hard to contain when not carefully thought through. Organize the contents of a komono drawer by category. When you open it to reach for your scissors or letter opener, have those sharp items live together. Matches and lighters can live together as fire-starters. Grocery list paper and your favorite pencil should be neighbors.

Small items that live in these kinds of komono drawers tend to jostle around every time the drawer is open and closed. Junk drawer organizers and small compartments within help keep like-with-like and protect the drawer from becoming jumbled again.

Review all the steps to tidying odd spaces on the Konmari website.

Team Knowledge Management

What is the best way to share knowledge within an organization?

Most organizations have never thought about this problem. Those that have often use solutions such as virtual discussion forums or open office spaces that they hope will naturally bring people together. However, these attempts seem to rarely create the sharing synergy needed to move the organization forward. What can be done about this?

Tiago Forte has studied this challenge and believes his PARA system can be used to address it. In a recent posting on the Forte Labs website, he shares that a bottom-up approach is more likely to succeed.

All of this leads to my conclusion that modern organizations need to take a “bottom-up” approach to knowledge management instead of a top-down one. It can’t be about “extracting” knowledge from their people; it has to be about empowering them to do their absolute best work.

He then shares five recommendations on how to create this team knowledge management environment. The first step is getting clear on the organization’s flavor of PARA.

Even if you’ve decided you’re going to follow my advice to the letter, there is always a “flavor” of PARA that makes sense for your culture. This can include decisions such as:

  • What is our definition of a “project,” “area of responsibility,” “resource” and “archive”?
  • What needs to happen when we kick off a new project for it to be considered “active”?
  • What needs to happen when a project gets completed, put on hold, or canceled (for it to be considered “inactive”)?
  • Who is responsible for maintaining the standard for each shared area of responsibility?
  • What are the officially supported platforms on which PARA will be used?
  • What are the strict rules, softer “rules of thumb,” dos and don’ts, and cultural norms that govern how people will use PARA?
  • Who will be the “PARA Champion” who oversees its implementation and makes sure the guidelines are being followed?

Learn the other four recommendations at the Forte Labs website.

Choosing What To Do

It’s Monday morning – how are you going to start your week? What is the most useful task to get done first? How will you ensure the most important parts of your upcoming projects will be done? Also, how will you ensure that nothing is missed along the way?

Following the core concepts of GTD can help anyone prioritize their day. In a recent blog post, the folks at Getting Things Done shared the five fundamental steps to successful workflow. They also took time to explain the limiting factors affecting the abilty to engage. Below is an excerpt from their article.

The five steps of GTD workflow are Capture, Clarify, Organize, Reflect, and Engage. 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?

Read the whole post and learn more about how the Horizons of Focus can be a great guide to engage effectively.

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.