Beruflich Dokumente
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PRODUCTIVITYIST
WORKBOOK
B Y
M I K E
VA R D Y
CONTENTS
INTRODUCTION
TA S K M A N A G E M E N T
EMAIL MANAGEMENT
13
IDEA MANAGEMENT
20
TIME MANAGEMENT
26
CONCLUSION
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INTRODUCTION
Sun Tzu
way.
effective with work (and ultimately, life). Instead, we dive into a new
paper planner, start making overwhelming to-do lists, and taking on
All of these elements play a crucial role in your daily lifenot just in
the workplace, either.
Each section focuses on one of these elements, and as you wrap up
each section, you will come away with a fresh set of eyes and a new
perspective on each of these areas.
Youll find each section has exercises for you to complete. I strongly
encourage you to complete these exercises as you go, as they will
help cement what youll be hearing through the speakers of your
audio device.
Feel free to print out the exercises if you work better on paper than
on screen. Please do whatever it takes for this workbook to help you
achieve the readiness youre looking for.
All right ... enough with the introductions.
Its time for you to get ready, so that you can get set and go forward
in the best way possible.
TA S K
MANAGEMENT
In this section, Mike will work with you in a way that allows them to not
only clearly identify what a task is...but to identify how to manage all the
tasks they deal with today and going forward.
W H AT Y O U L L
LEARN
What is a task?
This is why you need to focus on the singularity of a task and the
realization that time is far larger in scope. When you do that, youll
understand that managing a task is far more manageable than
managing time. What will happen is that you end up managing one
thing at a time rather than something that is far greater in size.
EXERCISE
A r e Yo u A n A n a l o g
or a Digital?
ahead and get to the important stuff on our lists. Being ruled by time
leaves you dealing with items of urgency. Being ruled by task allows
b) I am very comfortable.
c) I am somewhat comfortable
The first thing you need to do when making a shift in your mindset
d) I am not comfortable.
like this is to stop focusing on what the end will look like and start
focusing on what the next move will look like. This may fly in the
face of what many say you need to do in order to cross the finish
line, but visualizing isnt enough. You need to take small steps rather
than huge leaps, and when you focus on the task at hand instead of
the time on hand youll be better equipped to do that.
The ideal scenario for ones personal productivity is to be both
efficient and effectivenot forsaking one for the other.
Task management and time management are very different.
Knowing what you have to do and knowing how much time you
have to do it require different mentalities. You need to learn how to
manage your tasks first, then youll be in a far better position to
manage your time.
Ive created a quiz that will help you decide what tools you should be
looking at in order to better manage your tasks: digital tools (devices,
apps, etc.) or analog tools (pen, paper, etc.).
Anthony Robbins
Now that youve decided which tool(s) are going to work best for you
in our journey to better task management, its time to look at how to
best prioritize them.
I love that Tony Robbins quote because it is so true. Selection of the
right things at the right times leads to a life of fulfillment and
wonder, which means exploring the known and unknown together.
A lack of options to select from limits all of that.
When you have problems prioritizing, its not always a bad thing. Its
because you have too many options. Its time to whittle those down.
13-18 pts:Youll use analog, but youre more digital. Use a mix.
19-24 pts:Youre definitely a digital person. Use an app.
Getting clear on whats crucial is the most beneficial thing you can
do to enhance your productivity, your balance and your life. Doing
so could be the productivity wake-up call you need, the jumpstart to
getting where you know you can beand want to be. Moving
beyond the word important and making a conscious choice to use
the word crucial will power up your life in a simple, yet profound
way.
The problem with the word important these days is that it is thrown
around with little regard to what it means. Because of that, things
that are important often are just things that have to get done, but
have little resonance beyond thatthey arent attached to anything
deeper or more meaningful in the greater scheme of things.
Anything with the word urgent attached to it will always feel
stronger because of the need for it to be dealt with sooner rather
than later. Even in passing, when someone says the word urgent, it
creates a feeling or sense of immediacy.
Enter the word crucial.
Crucial doesnt get thrown around as much. Better still, when
someone uses the word in the same manner as they used important
as mentioned above, you can really sense how much it matters to
them all the more. When something is said to be crucial, it means
that it is of great importance (by definition alone). Its possible that
the other manner in which the word crucial is useddecisive or
critical, especially in the success or failure of something (e.g.,
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EXERCISE
URGENT/IMPORTANT
NOT URGENT/IMPORTANT
C r e a t i n g Yo u r
Crucial Cube
This next exercise involves what I call a Crucial Cube.
URGENT/NOT IMPORTANT
10
Things
Choose one of them based on what you feel best suits your work
style and stick with it for seven days. If you still like it, then use that
tool of choice for another 30 days. Should you decide after the
additional 30 days to switch, repeat this process. Otherwise,
congratulations! Youve found your task manager and have done the
front-end work for that tool.
ToodleDo
Keep in mind that these are some of the tools Ive looked at
personally and feel can work for people. I may be missing some, but
platform.
OmniFocus
Flow
Asana
Eisenhower
Evernote
30/30
Paper-based Tools
If youre into paper, checkout Aaron Mahnkes Get
Frictionless products and David Seahs Emergent Task
Planner.
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EMAIL
MANAGEMENT
In this section, Mike will put you in the position to think outside
of the inbox. He will share the tips, tricks, and tactics you can
use to treat email in a way that allows you to efficient and
effective both inside your email app...and beyond it.
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W H AT Y O U L L
LEARN
Lets break that down in a bit. But what I found pretty disturbing
from the get-go is the sample sentence offered with the definition:
Reading email has become the first task of the morning.
Ugh. Not exactly the most productive way to start the morning. But I
digress.
Email is an abbreviation of electronic mail, which brings us back
to the term mail, which is:
... letters and packages conveyed by the postal system.
via Apples native dictionary application
All of this may seem rather obvious to many of you. But let me ask
you: Have you ever stood by the front door waiting for the mail to
arrive? You may have on occasion, waiting for a particular package
or letter to arrive. But have you done so every day, checking every
so often to see if the mail has arrived? Probably not.
So why do so many of us do that when it comes to email?
The instantaneous aspect of email has created a reaction in many of
us that would be preposterous if we applied it to regular old snail
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Perhaps.
No matter what email app or service you useunless you put the
discipline and boundaries in place when it comes to using this
its not a means to get in touch with someone immediately. Yet the
expectation is that it isor should be.
People seem to think that since you receive the email almost
instantly that you should reply in kind. But for most people (there
are some jobs where the work is email management) managing
email is merely one aspect of their joband a small one at that. Yet
EXERCISE
Getting Out of
Yo u r I n b o x
Take the next five minutes to write down the first thing you need to
do for the next five daysand make sure they dont involve email.
Look at your next five working days and mark one crucial thing for
each day that you will start your day with, and make sure you do
those things before checking your inbox. Then do it again for the
next three weeks on your schedule.
Cross off each day that you complete this on the form below and
then initial the week indicating what you did (and didnt) do.
3
4
Day 1
Day 2
Day 3
Day 4
Day 5
Day 1
Day 2
Day 3
Day 4
Day 5
Day 1
Day 2
Day 3
Day 4
Day 5
Day 1
Day 2
Day 3
Day 4
Day 5
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backlog. They also organize their emails in folders far more often
than those who dont use email to manage their tasks.
Once youve started to treat email in a way that puts your crucial
items first, youll have a better chance of assigning the more
Thats because Ive tried and know that it doesnt workat least not
in a standalone manner. So I dont use email as my task manager.
Instead, I have used apps that are meant solely for task and project
management. They manage to integrate into email in a variety of
different ways, but they keep email at bay so that I can work on the
bigger picture stuff and deal with communication later.
for them. But that really wont work for you (or for them, either).
As with anything, good front-end work is what is needed here. You
will need to adopt new habits in order to get out of your email inbox
and into your task inbox. Give it timeand look at the options Ive
mentioned in the section on task management.Theres some real
gold in there, and many of the options produce far less friction than
youd think.
For those who use their email app to manage what they have to do,
they tend to react and deal with their emails almost instantly
meaning they handle them as they come in and have less of a
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No Need to Respond
Yes, deleting an email is a response. Either to you or to the
sender, depending on the subject matter. On that note,
heres what you do: Delete it. NOW.
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Postbox
Airmail
Drafts
Dispatch
Sanebox
AwayFind
IDEA
MANAGEMENT
The process of seeing an idea through from start to finish is
hard, and learning when to pursue an idea and when to let it go
is more challenging. In this section Mike will offer you tips, tools
and tactics that will help you do just that.
20
W H AT Y O U L L
LEARN
What an idea does for you and what it doesnt.
Using The IDEA Criteria. (Exercise)
What to do when you have too many ideas.
Building your Idea Calendar. (Exercise)
A closer look at idea management tools.
EXERCISE
A P P LY I N G T H E
IDEA CRITERIA
Take the first idea that you have written down from the idea
brainstorm you did earlier. Now apply the IDEA Criteria to that idea.
Then decide if it is an idea that is worth moving on now, later, or not
at all. Mark that down next to the idea by using a checkmark to
represent moving ahead now, an arrow pointing right to indicate
youll work on it later, and an x next to the ones that arent worth
moving on at all. (You could actually just cross out those not at all
ideas altogether -- which would be even better -- but if youre not
comfortable with that yet, just go with an x...for now.)
Continue doing this for at least ten ideas on your list. You can keep
going until youve applied The IDEA Criteria to all of your listed ideas,
but do at least ten for now. You can always do the others later.The
idea (pun totally intended) here is to build the habit of using the IDEA
Criteria for each and every idea you have from now on.
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do with it. If its something that sits in your review queue for
four weeks, drop it. Its clearly not crucial to you in the grand
Once youve curated your ideas using the above method, another
problem creeps inidea stagnation. I wind up doing a little bit with
each idea, and some are never seen through to completion. Its an
ongoing battle, and its something that Im not alone in.
Theres nothing wrong with having too many ideas. But what you do
with them is far more important than just having them. Its like
having a lot of money but not doing anything with it. Sometimes
there are just too many options. Choice is good, but too much choice
can cause paralysis.
One of the best things about having ideas come to you regularly is
that youre never at a shortage of material to work with. But its the
working with part that is the hardest part.
Capturing your ideas is great, but thinking on them is what will keep
you from being trapped in overwhelm and bringing your ideas to
life.
If youre an idea machine, then learning to separate the projects
from the rejects is a skill worth learning. An idea on its own isnt
worth very much, and youre worth so much more than that.
act upon.
ideas are sitting in each bucket and how much progress has
been made on them. If they are sitting there with no actions
everything else you have to do. This will help you gain
perspective on the idea in terms of what you canand cant
4. Get Real
This one is by far the most subjective, as everyone has their
own way to do this. I look at all of my stuff (my task
management application, my calendar, etc.) and really look at
what I have time for. I connect with the ideas that Im fondest
of and know will bring about the most benefit to myself and
others. Then I start to cull. I adopt a mindfulness by doing this
regularly. Im not really meditating, but Im really getting in
touch with all that I have on my plate and decidingreally
decidingwhat can stay and what has got to go. This is the
hardest thing to do, usually because more ideas pop into my
head while Im doing it. But the ideas that come to mind
during this time rarely stick, as they are usually meant to keep
me from the objective at hand: to get real.
EXERCISE
What you need to do now is grab a calendaror just write down the
months of the year on a sheet of paper. Make sure you leave enough
room next to the name of the month so that you can put down the
idea on paper. Now, write an idea down for 9-10 of the 12 months in
the year (it's important to give yourself 2-3 months of breaks from
big ideas so that you can put your best work out there). You are
committing to bringing that idea to life in that month (or at least
starting the process of bringing it to life). The idea behind the idea
calendar is to make sure that you schedule when youre going to do
the bigger picture ideas in your life. You will want to keep this close
at hand throughout the year so that you can monitor your progress
and make sure that you stick to your committed months.
There is no cop-out here. Even if you are completing this exercise
outside of the month of January, you can use that sheet of paper
method and write down at least 12 months at a time. Then just
translate those commitments into the calendar of your choice when
the new yearly calendar is needed.
THE IDEA
CALENDAR
You wrote down a virtual ton of ideas during the initial meeting
exercise. You then put all of your ideas through the IDEA Criteria.
Now its time to start scheduling when you plan on making those
ideas happen.
Keep in mind that these are some of the tools Ive looked at
personally and feel can work for people. I may be missing some, but
Using the above exercises isnt the only way that you can manage
your ideas. There are certain pieces of technologyboth digital and
analogthat will help you get the most out of the ideas that you
want to make happen and help you decide which ones arent worth
For more resources, including an up-to-date list of tools that you can
use, visit the Idea Management page on Productivityist.com. New
pursuing at all. Heres a list of those tools that I have used and
recommend.
Unstuck
D I G I TA L
NeuYear Calendar
A N A LO G
and see the big picture plans for your year in one
place. Its tailor-made to be used for an idea calendar
Idea Bucket
This app lets you weigh ideas using real data, so the
look and feel may be more clinical, but sometimes
25
TIME
MANAGEMENT
In this section, Mike will provide you with a better understanding of
how time plays a role in your productivity, and how you can really
take advantage of every moment you have.
26
W H AT Y O U L L
LEARN
Albert Einstein
27
Now I wasnt doing the exact same thing each time I made an effort
to change my sleeping and waking habits, but I realized that the act
The early bird gets the worm but the second mouse gets
the cheese.
Jeremy Paxman
To some that may mean that you should proceed with caution rather
than be first into the fray, but I tend to look at it differently.
EXERCISE
1.
Over the next 7 days, make note of when you wake up and when
you go to bed.
DEALING WITH
YO U R B O DY C LO C K
2.
3.
Now that you know what category you fit into (and if you fit into
both, then you need to commit to one or the otherthere is no
middle ground here) and commit to sticking to those times for 30
days. This way you will build a consistent sleeping and waking
body and drive yourself to do more when it works for you. Dont
drive yourself insane trying to do anything that doesnt. This exercise
should help set you up to figure out what your body clock is trying to
tell you. Heres the exercise:
SUN
MON
TUE
Rise: ________
Rise: ________
Rise: ________
Bed: ________
Bed: ________
Bed: ________
WED
THU
FRI
Rise: ________
Rise: ________
Rise: ________
Bed: ________
Bed: ________
Bed: ________
Questions
Are you regularly up and at em before 7 a.m.?
S AT
Rise: ________
Bed: ________
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One of the best ways to manage not only your days, but your weeks
(and even larger portions of time), is to use a process called time
For example, you might want to make Monday the day that you do
all of your administrative work. That way you get the bulk of the
chunking.
have to stuff out of the way earlier in the week so that you can get
to the want to stuff for much of the rest of the week. On
Time chunking isnt a new process, but if it is new to you then its
worth examining how it has worked for me.
I have chunked my time on a daily basis, setting aside certain
chunks of the day for projects or tasks, depending on the time I had
at my disposal. But now I am now chunking by day of the week,
rather than by hours within a day of the week. I have dedicated
certain days to certain projects and tasks, allowing me to keep that
much further ahead of (or on top of) all that Ive got on my plate. In
fact, by switching to this method of time chunking, I was able to see
what projects I had room for in my life better than ever before. This
allowed me to make the decisions to stop working on those projects
with more confidence, since my time chunking process had shown
me what I had time for and what I didnt.
Also, by time chunking my week rather than my day, I have room
for more flexibility. I can play with the hours in a day now, whereas
I couldnt before.
Wednesday you could set aside some time to work on a project that
is really going to be exciting. That way you revitalize and recharge
in a way that can carry you through the rest of the work week.
Friday would be a great time to set some time chunks up for
reflection of the week gone by or a preparation for the week ahead.
Then you can go into the weekend with a clearer mind and actually
enjoy your time away from work more fully and completely.
Once youve gotten used to the idea of time chunking your days, then
you can break it down into hours of the day as well. This is where
tools like the Emergent Task Planner and apps like 30/30 for iOS
come into play. (But more on them later.)
Time chunkingand fine tuning the practicewill allow you to
work with optimum productivity. Its worth trying in some form or
another because it removes a decision from the process of doing:
what to do and when to do it.
(Yes, I work from home, but I know that a lot of people who dont
work from home can time chunk in the same manneror at least
use a combination of daily and weekly time chunkingso that they
can make better use of their work week. I know this because I did it
back when I worked in an office environment, and even when I
worked in retail management.)
30
EXERCISE
THE CASINO
EXPERIMENT
This may seem like a simple exercise, but trust me ... its not.
What I want you to do first is look at time chunking the next five
days. You can do this in any fashion, but the idea is to get the ball
rolling.
I only want you to time chunk by the day, not by the hour. The next
step is maybe a little ... unconventional.
On the first day that youve time chunked, I want you to remove all
manners of telling time from your work space. This includes the
following:
30/30
you shouldnt be worrying about the time youve got on hand. You
should just be worrying about doing the work youve got on hand.
31
MyMinutes
@Timer
Concentrate
RescueTime
CONCLUSION
Its my hope that you found in these sections the fuel to get you
ready for what lies ahead. That said, this outlines the other
its very nature. But it definitely wont be any easier without the
right resources in place that will allow it to flourish. Thats what
these sections were designed to do: to give you tools, tips, and
tactics to allow that willpower that you have within you to come
out and help you get your work done.
And to get it done as efficiently and effectively as you possibly
can.
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