Category Archive for: ‘Technology’

How to improve productivity if you are not a geek

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Lots of productivity advise is geared toward geeks and people willing to play with software. You can hear about using macros, scripts, auto text solutions which automate a lot of your work. But those solutions require at least some computer knowledge and willingness to explore.

At the same time if you work for a big corporation, use of non-approved software is not permitted. It’s more than likely that use of applications like textExpander or PhraseExpress will not be allowed for security reasons or simply because it’s easier for local IT team. You could push the limit and try to install something on your own but it’s risky and there may be consequences.

So how to improve your productivity where you can’t use latest software, your are not a geek and can’t create macros? Start with exploring three options: keyboard shortcuts, templates, checklists.

Use keyboard

Easiest way to increase speed on your computer is to learn keyboard shortcuts. Rather than patiently navigate through different menus and options use key combinations to get your stuff done.
Most certainly you’ve heard about ctrl+C, ctrl+B combinations. There are hundreds more,  almost every application has them. You don’t need to learn all of them at once start small and build up as you go. Here is how to do  it:

  • Define your key applications. Figure out which programs you use the most, there is no point in spending time on learning a tool you use once in a while.
  • Check the list of shortcuts and print those you think will be most useful. Any time you do something check if there is a keyboard shortcut for it.
  • Keep the list in front. Pin in on the wall or tape to your monitor.
  • Refer to it as much as possible and try to memorise them.

Once you’ve learned the shortcuts and used them for couple weeks observe how smoother and faster your are at computer.

Use templates

Do you write standard letters or email communication? Do you have to print the same form everyday?
If you find yourself creating the same type of documents time and time again. Rather than re-type the same content each time and think what to put in it try creating a template for each type.
Create a folder with all your templates and put a link on your desktop for quick access. Then each time you need to send an email or some other document refer to that folder and use the template. Fill the blank with client specific information and your done.

Use checklists

Another way to deal with standardised and repeating tasks is to create a checklist to describe the stages of the process. They can save you a lot of time and reduce chances for mistakes. Couple ways in which checklists can help you increase productivity:

  • Don’t have to re-write sub tasks every time.  Being able to see all the sub-tasks makes it easy to complete the work 
  • Don’t have to think what needs to be done. Some tasks are complex and lengthy with lots of moving parts. Having to re-think every step of the process would be time consuming and very risky.  Think of plane mechanics, there are thousands of parts in engine so if each mechanic would have to remember what to do when servicing it would make it easier to forget about this or that element.
  • Easily deal with distractions. It’s not uncommon that someone interrupts our work. Having a checklist at hand makes it easy to know where you were and what to do next to complete the process.

Are you a non-geek? How do you improve your productivity?

Hope you enjoyed this post and found it useful. I would appreciate your comments and opinions.

Projects and mind maps go hand in hand

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In the last couple of weeks I’ve been discovering how well projects and mind maps work together.

I subscribe to the GTD based notion that anything that takes more than two steps is a project. As result my project list grows at a very fast pace. For the moment I’m fine with that and using a mind map to manage that really makes a difference.

Also projects from a key element of my work so it’s easy for me to think and work “in projects”. As in my workplace pretty much everything is a project setting up my workflow around this makes much more sense.

In the last couple years I’ve been using Outlook to manage projects and actions. Outlook is great for creating action lists, unfortunately projects don’t fit into it well.

I’ve tried many different approaches to handle projects but was not very successful. Unless you buy a special add-on (not possible in my workplace) your choices are limited. Finally, I’ve settled on using categories to separate actions and projects and waiting for’s. Project details were recorded in the notes section. That was sufficient but not great.

I had my project list in plain view but nothing more, unless I’ve opened each project I couldn’t see what’s next, where the project was, etc.

Recently I’ve discovered that I can get installed a Mindjet’s MindManager Pro on my work computer. I immediately requested access and began transferring all my stuff into a mind map.Thanks to embedded Outlook sync I’ve exported all my projects and tasks into a single dashboard like map.

Initially I thought I’ll be using a single map for everything, projects, actions, ideas, calendar etc. Unfortunately I quickly discovered that this only lead to visual overload and makes managing tasks more complicated. I’ve settled on creating a dashboard like map which includes my current, future and closed projects. In addition I’ve added links to other maps which include my current goals, someday/maybe items etc.

My projects reside in mind map however actions are synced/inputted to Outlook. It’s purely practical reason. Outlook is open whole day for me so it’s easier to focus on the actual things to do in there.

Why I moved from Outlook to MindManager? and

Why MindManager or any other mind mapping software will work?

  • Single place. Having all in one map provides better overview of my commitments. I can see straight away how many projects are there and what’s their weight. In addition projects can be broken up by tasks so I can see how big is the project or what’s involved in it.
  • Focus. I can select a project with it’s sub tasks and move to new branch This way all I’ll see is that one item I should be focusing on. There is no distraction from seeing other items on my list.
  • Defence against distractions. Having an outline of tasks necessary for each project makes it easier to jump in and work on it for 15 to 30 minutes. And when ever someone interrupts I always know where I was and what’s next.
  • Tracking. Adding a quick update to mind maps is very easy. Something happened, an idea occurred, new task I can simply add those things when needed. Very often projects change direction and so the related tasks. Using mind map allows to capture all these things so that your list is current and up to date.
  • Archiving and reference. Once project is done I file away with all it’s notes, completed subtasks etc. If there is a need to go back and check what was done I can always do that and have a clear overview.

I’m still at a stage of refining the whole setup and workflow but the results are very encouraging. I can see that I’m handling a lot of stuff. This is good for two reasons I can show that I’m doing a good job and juggle a lot of projects. On the flip side if I struggle to keep up rather than let things slide I can ask for help and pass a well defined project to a colleague.

If you have access to any mind mapping software my suggestion is to try it out, see if you can improve on your work performance.

Building simple productivity system

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photo by  Ernst Vikne

Why/What you need

Before you can start building anything you need to know why are you doing and and what do you need it for. Simple answer to question why is to be more effective, to be more organised, to get the right things done, to have more time. You might have other reasons but above would be most common.

What you need in your system will depend on the methodology you’re subscribing to. Perhaps like me you may be a practitioner of David Allen’s Getting Things Done method or you might prefer Steven Covey 7 Habits of highly effective people, maybe Mark Forster’s Do it tomorrow has a greater appeal to you.

Regardless from the method you choose there are certain elements that are mentioned in every approach. They may appear under different name or in different combinations yet they all are referring to the same. The key categories include following items.

- actions/task list

- projects and project plans

- reference material

These three categories cover full spectrum of tasks you may encounter. Simple one off items get added to task list. More complex thing are broken down on project list. This way it’s keep stuff in control and don’t loose those multistep items. Once you are done and want to keep a record of your process and achievements you can save them in reference files along with interesting articles, ideas  etc.

There is a great number of applications used for managing this type of content.I’ve decided to use following services and programs.

  • Remember the Milk – tasks and lists that I use on regular basis.
  • Freeplane – project list, project action plans, goals, multi-step endeavours.
  • Evernote – reference material, project support documents.

Why I’ve chosen these products?

First off all they are simple to use and setup. Because they are good in their particular areas I can get better amount of focus. For example if I’m in Evernote I know there are no tasks for the to look at as any active action/task gets logged to Remember the Milk.

All applications come for free and provide enough features to make you a very productive person. If you want to support developers you can go pro and add couple more features which make the products ever better.

All programs are completely cross platform is some shape or form. This means I can access my tasks, reference material on my Android phone when ever I need. If I have new idea I can always add it to one of my lists. Remember the Milk and Evernote have great mobile clients. My Freeplane maps are compatible with ThinkingSpace application on Android which makes my projects fully accessible from any where.

What’s also important for me is the information flow between these application. Although there is no sync between these services thanks to email I can push some data from one service to another. Alternatively I can take snaps of my mind maps and add to my project files.

These there relatively simple applications allow me the create a system that’s simple, accessible anywhere and free*.

If you use different setup or can recommend other applications please share them in the comments section.

 

[*Just a little note of disclosure: I’m using a pro version of Remember the Milk and will be subscribing to Evernote Pro in next couple of weeks. I’m paying for both on my own.]

Your basic productivity tools

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Wakoopa

Many people consider productivity tools as applications like task managers, reference databases, calendars, diaries etc. they good for making us more organized more focused but not to produce any work, not to design presentations and writing reports.

When you look at the usage patters the primary productivity tools are not calendars or task managers but word processors,  spreadsheet applications, presentation design tools.

These are the programs that allow us to produce something. These are our tools that allow us getting the work done. We use them everyday, we write reports, read emails, compile data. Word, Excel, Keynote are our basic tools.

Office applications developed for over 20 years grew in features and became more sophisticated. Today’s workplace tools have hundreds of features and functions. User guides and tutorials have thousand and more pages. There are countless websites and forums devoted to answering all sort of questions about them.

Despite the availability of information and training many knowledge workers simply don’t know the tools they are using. Most people spent hundred of hours every year using those tools yet they never go beyond the basics they have learned in their early years of office work.

Not many see the link that being proficient with the software helps get the work done.Many businesses are all about finding efficiencies and increasing productivity yet they look at software proficiency as one of the elements of their strategy. Perhaps they think that it’s enough what they know but is it really, can you really tell that you know everything about your field of work, can you really say that you don’t need to learn.

I think when you look are the obstacles that prevent you from moving forward ability to use software might be one of them. Think of this, if you were a writer would faster typing skills and better knowledge of word processing program not improve your chances or if you are an analyst would better understanding of spreadsheet and database software not improve your chances. 

By learning the ins and outs of the software you can save yourself a ton of time and use it on developing your knowledge and other skills. You can create custom phrases, improve the speed at which you operate, make thing more appealing, and finally go beyond simple ctrl+c or ctrl+x and abandon that mouse.

There are over 500 million Microsoft Office users worldwide that use Word, Excel and Outlook on daily basis. Therefore I’m listing just a dozen of various resources which help you increase your knowledge of above applications.

Keyboard shortcuts:

Keyboard shortcuts for Microsoft Word

Keyboard shortcuts for Microsoft Excel

Keyboard shortcuts for Microsoft Outlook

Functions, tips & tricks, how-tos:

Officeusers.org

Bnet.com/Microsoft office

MSOfficegurus.com

How to Geek/Microsoft office

Ultimate List Of Office 2010 Tips & Tricks

PC Unleashed

How to Outlook

MSoffice.us

Tickler file

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tickler file

What should you do with letters, invoices, bills etc where some action is needed but it’s in the future?
Where should you keep those items so they don’t get lost?
Getting Things Done system suggests to use a tickler file.

What’s tickler file?

It’s set of 43 folders where you store items that you need to be reminded of in the future. The main categories would include invoices, bills, leaflets, coupons , air tickets, hotel confirmations, various forms etc.
There are 31 folders for each day of current month and 12 for every month. Then each day, respective folders are reviewed to check what is for today.
As with many GTD behaviours the key to success with tickler file is to review it regularly and keep it updated. A one tip that has been mentioned by David Allen and Jason Womack to make using tickler more fun was to put randomly some money into folders. You would get those surprises where 10-20 dollar bill would pop up so you could buy a nice coffee or something.

Tickler in the age of bits

For many people tickler file would be the most physical element of GTD implementation. There is a bunch of folders, there are some trays or box to hold those. However in today’s age less and less things come in paper format. We can opt for email delivery of bills, scan invoices, coupon codes from favourite shops, etc. All this makes setting up a full blown tickler not practical.

With advent of digital solutions for managing tasks and calendar setting up a tickler file in an electronic format is very simple. Just create calendar in Google Calendar or Outlook and call it "tickler" and your are done. Every time you will need to set a reminder for bill or a invoice  but don’t want to clog your main calendar view leave the memo in that special calendar.

The problem and a solution

The problem arises with the few things that still come in in paper form. Probably there isn’t a lot of them, perhaps a handful in a  year maybe a dozen or two. Setting up a 43 folder cabinet to simply manage occasional letters and leaflets would cause more hassle that benefit and would quickly be abandoned.

However to keep things organised you shouldn’t left stuff lying around even if this is just a couple of letters or forms. It’s quite likely that when you need that bill or that invoice you wont be able to find it. Still you need some sort of solution.

Why not making the most out of electronic and paper by supplementing first with the second .
Use an electronic calendar to record dates and setup reminders. Every time you get a reminder from your tickler calendar go to your folder (see below) pick up the item and complete the necessary action.  You should leverage your current approach so there is no need to change your behaviours.

With the papers put them in a folder that will serve as a storage solution for all items you need to keep track of. Anything you would need reminder of later is stored there. 

Depending on the number of items coming your way you can setup 1 or more folders to be able to find things easily enough. If you need more folders you could use: two for every six month, three folders for every four months and four folders for every 3 months.

With this limited number of folders the whole system is simple and there is very little overhead  – it’s just maximum of four folders.

If you find that four folders is not enough to handle the stream of papers consider one of the two things. Either set up a folder for each month to divide those documents or examine ways to reduce the number of things that reach you in paper form. Perhaps some things can be eliminated completely or simply be send as .pdf file.

Tickler file is a useful way to keep track of bills, coupons, vouchers and invoices. Although it’s very much tied to the physical world of paper it can be successfully adapted into the world where electronic calendars and devices dominate.

Special Thanks to  AMcDermott for inspiring the idea for this post.

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