Is Your Information Managing You?

Are you buried under paper? Or swimming through your inbox? Both?

We all dream of being in charge of our information, but lets face it, most days, we lose the fight. Why? Did you know that we make more decisions in one day than the average person made in an entire year back in the 1900s?!?!? It's no wonder we're going crazy!

When it comes to dealing with information, the problem is more than incoming paper. In a recent Wall Street Journal  article on Digital Hoarding, David D. Nowell, a neuropsychologist specializing in attention issues in Worcester, Mass. says when it comes to storing digital files there is so much storage available, "The problem isn't that it slows down your computer—it slows down your brain."

 

Getting a handle on your information-both paper and electronic- can help you clean things up and maintain your sanity. So whatever your preference, the key to trying to get a jump on your information woes is to have systems and prcesses in place to catch information as it comes in and make a decision about what you have to do and when you're going to do it.

First here are a few tried and true methods for managing paper and electronic information:

  • Stop the onslaught of unwanted incoming mail. Use services like Catalog Choice, Paper Karma, DMA The DirectMail.com National Do Not Mail List to get your name off mailing lists.
  • If you don't need it or read it unsubscribe from newsletter lists (except mine LOL).
  • Put your technology to work for you  and make things talk to each other (aka synchronize your cell phone to your tablet to your computer).
  • Think before you print. Email is electronic for a reason. Consider using a second monitor. Most people print a document to use it as reference. Using a second monitor lets you review documents on one screen while you work on the other.
  • Match your files electronic and paper files so you reinforce good habits about where to store and look for your information.
  • Reduce duplicates and condense files into broad categories. By consolidating your files, it will be easier to find your information with fewer places to look.
  • Use a  document scanning service to convert your paper, receipts and stacks of business cards to searchable PDFs, indexed expense reports with images and exportable contact lists. My favorite is Shoeboxed.
  • If you're always on the go, use a cloud storage solution so you can easily access the same files from different computers,smartphones or tablets.

Still stuck? Check out the VISIONS Information Action Grid below for ways to handle your incoming information.

Incoming Information What to Do with It
Paper Mail
  • Sort mail as it comes in.
  • Pull information for unwanted mail to use in unsubcribe requests and toss what you don't need
  • Shred anything with sensitive data
  • Separate Action items (bills, invitations, project work) from Reference (newsletters, updates, FYIs)
  • Decide when you will work on the Action item. Schedule it on your calendar and/or put it in your tickler system like the SwiftFile™
  • Once you read your Reference mail, shred it, toss it or file it away.
  • Remember to put project relaed work togethr in your Action/Project files and keep them close at hand.
Email
  • Have scheduled times to check your emails
  • Mark junk as Spam to train your email system and delete what you don't need.
  • Read messages for actions and next steps on your part
  • Decide when you will take action and schedule that time on your calendar
  • Set up folders for your Action items by project name (Website Makeover) or next action (Calls, Bills to Pay, To Read)
  • Move the scheduled items into the appropriate folder. Try to get as much "white space" as possible in your inbox.
  • Check these folders regularly against incoming items and your schedule to make sure nothing slips through the cracks.
Calls/Voice Mails
  • Have one notebook or electronic file that you use to take notes when you are making calls or reviewing voice mail. Get crazy and set up a Call log that lets you detail your discussion points, next actions and capture any off topic items that may come up later.
  • Separate your next steps or promised actions from things you request of others
  • Schedule your next actions on your calendar once you're off the phone
Project Work
  • Create dedicated folders for your projects in progress. Break out specific portions of the projects if they have large moving parts.
  • As information related to key projects come in, decide if they are just for reference or if they require an action on your part.
  • Schedule your next actions and check your timing against the Master project schedule. Be sure to plan for things you have to hand off to others or that you are waiting for.
  • Place reference information directly in the appropriate folder for that portion of the project so you don't have to scramble for it down the road.
Requests from Others
  • If you deal with key people often, set up folders for them and use these folders to capture key items or information that you have to share with them.
  • Schedule regular check ins with them to minmize interruptions and make sure that you are on target with timing for your work.

Need more help on managing your information? Click here to request your complimentary consultation with Nicole for some guidance.

Add a comment
 

Tool Review Cloud File Storage

Files, Files Everywhere!

What do you do when you have files on one computer but you need to access them on another? Or you have to share information with someone else and you're tired of email tag?

Consider using a cloud file storage option. I like a few of them, including Dropbox, Sugarsync and Box.net.

Check out the quick video below for more details!

 

Add a comment
 

Avoiding the Technology Shiny New Object Syndrome

Do you suffer from SNOS?

I have a confession- I love technology and new gadgets. My husband often teases me that office organization and technology stores are my shoe stores. I'll admit I have what a client calls the "Shiny New Object Syndrome” (SNOS)-most of us do.

Whenever a cool new item comes out (smartphone, computer, tablet, scanner-and yes handbag or shoe!) that little thing in the back of our heads says "ooh I want that" and we add it to our "like to have/must have" list.

Now I've been told a few times in life that "I'm old enough for my wants to hurt" so I am familiar with the concept of delayed gratification (thanks to my mom for that important life lesson).Understanding delayed gratification has saved me considerable expense, time and aggravation.

As much as I love technology what good is the latest and greatest gadget or tool if I never use it?

As Professional Organizers, we often see the impact that impulse shopping has on our clients’ lives. For some clients it’s all about clothing or accessories, while for others it’s a love affair with technology. They purchase items and before they begin to use them, they’ve moved on to the next thing.

The SNOS Technology Trap

I have a client that struggles with “shiny new object” syndrome when it comes to technology. He is always looking for the next best thing. He has spent a lot of money on expensive technology resources instead of investing wisely in a few strategic solutions.

Many times when we give in to consumer or peer pressure we purchase a new item to replace a perfectly functioning item without considering how we will use it or if it will really fill that perceived need or void in our lives.

It’s easy to fall into the technology SNOS trap with the constant updates, upgrades and advances in technology happening with months (if not weeks) of our purchases.

Treating SNOS

Sadly, there is no real cure for SNOS, but there are treatments and strategies that can help.  Here are a few questions I ask when helping a client with technology SNOS.

  • What significant problem will this new item solve for them vs. the people portrayed using it? Marketers are very skilled at convincing us we have a problem that doesn’t really exist in our lives. Help your client identify the exact pain point they are feeling and whether or not the new tool is the answer.
  • Is it really different from a resource that they already own? If they can’t show you significant differences and applications for the new tool, re-examine their existing solution to see what can be tweaked to make it work better.
  • Are they using all the features and functions of their current resource? Frustration usually comes from not knowing how to accomplish their goals with what they have. Revisit tutorials or arrange additional training to help them get the most from existing resources.
  • What’s the worst thing that will happen if they wait a while before they buy it? As a former marketer, I know that the longer someone delays a purchase action, the more likely it is that they won’t follow through. Encourage your clients to set a waiting period before they buy something. Chances are something else will catch their eye before the time is up. If they are still eager, explore trial options to see if they will actually use the tool before spending valuable dollars.

Although you can certainly ask more questions, if these few are answered honestly, clients often realize that no matter how cool the new gadget, something they already have still functions perfectly well.

There will be times that the new solution is a better fit for a technology need. If that is the case, you will have helped your client identify a role that it will play in their process and they can buy with confidence—not regret.

To help someone fight SNOS, encourage them to explore existing resources that may be under-utilized. They can dust of what's old, make it shiny and fall in love again.

Add a comment
 

Productive Partnerships

Do you know that partnering with others can help you achieve productivity success?

I've said it before, but its worth repeating: the key to making your goals stick is to declare them to others.

I'm a huge believer in having a partner that you work with to reach your goals. Accountability or Success partners can make a difference when you are feeling discouraged or have become distracted. They make it easy to chunk or break down your end goal I to manageable activities that bring you closer to results.

It's true. The perfect partner for me is someone who gets me; who understands my business and dreams enough to be a sounding board and keep me honest. They know when I'm being serious about a challenge that has me stumped. And, they know when I'm just making excuses.

As an Accountability Partner to my clients, I have been told many a time, that the only reason they do something, when they would normally procrastinate, is because they knew they had to check in with me. Checking in kept them honest and gave them the little motivation they need to get started.

Here are a few benefits of working with a productivity partner:

  • You brainstorm better ideas. Two brains are better than one. You'll come up with better ideas and ways to execute them if you team up with someone else.
  • You're not alone. As entrepreneurs we spend a lot of time by ourselves. Having a partner, means you have company for business success and challenges.
  • You get a different perspective. This one is a huge benefit. Collaborating with others gives you different view points that help make sure you cover all angles.
  • You get things done. Most of us will work harder to do something that we've promised to someone else. If no one is checking in with you, it's easy to let things slide. When you tell someone else that you'll do something, you make sure you get it done.

Finding the Right Accountability Partner

Don't pick your best friend who has a hard time following through on things. Find someone who compliments you and who has strengths that you lack. Search your local networking groups. Consider someone in the same industry, but who is in a different market. If it doesn't work out the first time, don't be afraid to walk away and try again.

Having an Accountability Partner is a business must have for entrepreneurs who want to make this year different.

Still need a partner? Check out my Spring Into Action Accountability Group, forming right now!

 

Add a comment
 

Tool Review-Lifetick



Lifetick is a great online resource that helps you achieve your goals using the SMART Goals process

It walks you through the proces of setting SMART goals that are based on your core values, then allows you to schedule tasks that will help you reach them step by step.


Success Tips

Calendar Integration

One trick for making Lifetick work harder for you is to subscribe to the Lifetick calendar so that it comes into your electronic calendar as a task AND to schedule the time on your calendar daily when you are going to address these tasks.

Schedule Task Time

I suggest setting a standard time that you will try to do tasks everyday. For example I put a recurring task on my calendar daily for my Task time, and then I look at what I set up in Lifetick and that's the list I work from.

I use Lifetick to task all of my pending items and client work, because when I go into set them up I have visibility to all the things that I have planned so I can make adjustments based on priority.

There is a free account available, or you can subscribe to an unlimited Goals account.

My Accountability Clients are all offered a Lifetick account. So contact me to learn more about how together with Lifetick we can get you on the road to productivity success today!

Add a comment
 
More Articles...
Protected by Copyscape Original Article Checker