Posts Tagged ‘home office’

Organizing Email – What Works? Guest Interview.

Friday, February 24th, 2012

You’re a business owner or at work and your emails are overwhelming. What’s your trigger to clear your email box?

Talking with me recently, my food memories workbook co-author, Melissa Mannon, told me her trigger is … drum roll please … when the screen of emails gets way too long. Recently, she decided to tackle her emails as she began preparing her business tax information. She has some new habits to help her prevent that overwhelming feeling and we’ll share them here.

#1 Whittle down first, making your list of emails shorter, quickly.

For Melissa, a key question was:  What has to go through QuickBooks? She printed out each of these to input later on to QuickBooks software.

For you, it could be: Emails older than ‘x’ date can be moved to archives, client/project folders, or deleted. Sort and delete or move in groups.

Or, for example, Melissa will group together and look through all emails containing web site links or articles people have sent; to her, these are similar, because of what she DOES with the email. Because it’s a similar skill, she gets through these quickly when she reviews them altogether.

#2 Decide whether folders will work for you – or experiment with them for a week

Melissa prefers to keep the emails together, in her inbox, until she is ready to work on a project. So, for example, a project will trigger a ‘cleanup’ of sorts, and is useful for her because she can read all correspondence related to the project. Reading in context is key for her to immerse herself in the project.

#3 Business & personal emails – together or separate?

Melissa has business and personal emails showing up in the same box or email screen. Like many people, she uses a separate email address for internet purchases. She also has her own business and family domain.

One person, one email box – in context and all in one place.

Other people prefer to separate business and personal email addresses and log into two separate accounts. The benefit is that as your workday is separate from your personal time, so is your email focus. There’s less distraction during the workday for personal emails and vice versa.

#4 Decide on your new limit

For Melissa, she has a new limit, which is that she’ll only have one screen of email at any time. She uses the professional organizer’s “one in, one out” guideline you’ll hear us say often.  So for Melissa, when she receives a new email, now, she’ll scroll to the end of the list to the earliest emails. She will review and move or eliminate an older one.

#5 Change your language – or say it out loud

If you say you’ll “read” your email rather than “skim” it, you’ll make decisions faster about what to do with each email. And, you won’t forget to answer people’s messages either; once you skim, it’s easy to think you’ve already handled the issue. Language becomes habit.

As an experiment, particularly if you have verbal or auditory strengths, talk out loud as you read your email. What you may find is that you already know what to do. If you’re skimming or not reading aloud, the next steps may not be articulated clearly enough for you. So stop, and listen to what you say about each email. You’ll learn a lot about processing and decisions.

Or sometimes, you know the steps and are clear. But you don’t have time or it’s not a priority to carry through with the next actions right at this instant. Use your regular master/to do/next action items list to record what you’ll do. You can drag the email into a folder called something like “Hold for action item.”  Or drag the email to your calendar on a date when you can take care of it.

Thank you, Melissa, for sharing how you’re wired and what you do with email. Hope you’ve all found some useful ideas in here from both of us!

Fire Up Your Biz: Enrich Your Life!

Monday, January 9th, 2012

I’m on board as a featured expert!

*This program was in January-February 2012 as a live interview program, with more than 20 experts.

The program is now available as a set of recordings. Click the “Fire Up” link below for more info.

Package price $97 for all of the speakers.


When Life Interferes:

Making it through Life’s Transitions as a Business Owner.

Stephanie Calahan, coordinator of the telesummit and founder of Calahan Solutions, Inc. in Bloomington IL. has gathered 20+ internationally renowned business coaches and productivity experts, including me!

“We are passionate about sharing our decades of wisdom to guide you in increasing your business success so that you can reclaim your health, wealth and happiness.” Stephanie LH Calahan

So why is this so important for you? We’re living through a truly amazing time, and never before have so many people been called to own their own business and blaze a path to their dreams.

With this shift, we need powerful mentors – inspired communicators who model this new way of BEING.

 

Just the facts

FREE Fire Up Your Biz – Enrich Your Life Telesummit starting on January 18th through February 28th, 2012.

Three experts a week for six weeks.

My topic is  “When Life Interferes: Making it through Life’s Transitions as a Business Owner.”

In a hurry?  Go here for all the details:  http://www.fireupyourbizenrichyourlife.com

Sneak peak at the topics

  • Time Strategies for the Busy Entrepreneur
  • The 3 Surprising Keys that Open the Door to Small Business Abundance
  • From Procrastination to DONE!
  • We’ve Got To Stop Meeting Like This: How to Run Meetings that Actually Get Things Done
  • Mindset Matters: Secrets to a Powerful Mindset
  • Solopreneur Motivation Secrets: Create the Work Environment and Results You Want
  • A Busy Family’s Guide to Getting Organized So You Can Live Your Best Life and Still Enjoy Your Family
  • How to Overcome your Mental Money Barriers, and Break Free to Success
  • Networking for Success
  • Top Tech Tools for Busy Business Owners
  • 5 Keys to Social Media Success: Do it Right, Stop Wasting Time and Get Results!
  • Passion Management: How to Juggle/Prioritize all of the Passions We Have
  • Get the Right Support for Your Business, Inside and Out
  • Get Time and Tasks Managed Quickly
  • Five Secrets to Streamline Your Work Flow
  • Unlock the Secret to Achieving Your Profit Goals
  • Depressing Desks and Psychic Debris: Cleaning up the Work Space by De-cluttering the Head Trash
  • Conquering Your Fear with a Knockout Punch
  • Conquer Email Overload
  • When Life Interferes: Making it through Life’s Transitions as a Business Owner

 

Reserve your place at NO COST with 24 hour Replay access by clicking HERE.

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PS from Stephanie directly: The sessions are ALL ANSWERS and no fluff, meaning, we will give you solid actionable, innovative strategies, processes and tools that can take your company to the next level –not a big sales pitch.

Products: Uses for Smead’s 10 Slot Organizer

Tuesday, November 22nd, 2011

Even in our virtual world, many of us use paper for certain kinds of activities, at home or at the office. Clients usually will tell me “I’m a paper person” or “I’m really more interested in getting more onto my computer.”

So like the right brain/left brain discussions, most of us have a dominant preference for paper vs. PC, but we still use the other for certain tasks.

So for our papers: Smead sent me this Project Organizer and asked me to write about it here. I’m happy to do that because I can see myriad uses for the product which I’ll share with you here. Smead is a Corporate Partner with the National Association of Professional Organizers.  I see them at our product expo;  for a long time I’ve been impressed with their product innovations and their interest in understanding our clients’ needs.

 

A short description first: My photo is of the organizer standing  upright on my office floor.

  • Inside front cover: a summary sheet. What needs to get done, by whom and when.
  • 10 slash pocket folders. I love slash pockets because you have a preview of the folder’s contents. 
  • Expandable bottom binder, so as you fill this with papers, the whole thing expands. I love that it’s vertical because access is easier.
  • Each slash pocket has space for papers, and the pocket itself has space right on top for “Notes.” A little bit of guidance is useful.

 

Uses at Home

Homework: One binder per child keeps track of ten subjects, ten days or ten weeks of homework you want to review together. Add a laminated pocket to the  front of the binder and slide in a photo of your child, to identify which child’s binder is which. 

Home schooling: The teacher’s binder: ten  subjects or ten weeks of your lesson plans.

Taxes: Each section for different sorts of receipts and documents, with the folder staying near where you open the mail, and throughout the year.

Committees/volunteer activities: One spot, for all committees; one notebook to grab as you leave the house.  Or use the divided slots one per week, or per project.

Downsizing for a move: Use two binders, one for the buying side and one for the selling side. Or use one binder for the entire process with sections: Realtor-related, moving-related, expenses, new home research, etc.  Use the product as a “countdown” binder to your move date, with each section as a week’s worth of things to do. An inspirational quote on the front about next chapters helps with motivation for decluttering when needed.

Holiday countdown: As a holiday binder, I could see this as a weekly countdown, covering Thanksgiving and December holidays. Or, each section as a different aspect of planning: meals, traditions, budget, cards, decor, gifts.

 

Uses at Work or In Your Own Business

Clients for the week: One binder for the week, with materials you need on the go, for your appointments. Swap out the contents each week. Keeps your focus just on this week, and it means you need to do that weekly review.

Key projects or committee meetings: Same idea, but for the project side of your work. Use this for focusing on this week’s work. So for me, I might have  the next few workshops I’m designing or for the organizers’ chapter I head up here in New Hampshire.

On the road – conferences:  Use the  binder to take work with you. We all have some work that  is easier to work on, when it’s printed out. The binder is one place for your regular work, while you’re out at conferences or traveling.

Same as the home uses for taxes or committees. But use another binder for your business to keep home and business papers separated.

 

Answer these questions for yourself before buying any organizational product:

  • How exactly will you use the product (e.g., so here, how  would you use ten folders?). You wouldn’t buy a piece of clothing without knowing what size, so are organizing products any different? 
  • How do you typically organize your papers; what’s worked before will work again. The product supports how you work, think and organize your thoughts.
  • Where  will you keep the organizer, so you remember to use it. How will you start this new habit?
  • Do you like the style enough to enjoy using this product?  (Visual folks will relate to this subconscious aspect of choosing just the right product.)
  • Do you need something more specific to the purpose, e.g., a taxes binder like this the one pictured below, also from Smead. Take a look around their site; click on the taxes binder to get there.

What works for you?

 

 

Inside My Office

Tuesday, November 15th, 2011

Tools of the trade – a series of my office products I use. Maybe you’ll find a solution here to one of your challenges. These are products which keep me (especially) and my office organized. “Organized enough.”

Today’s tools

1. My  headphones. Why a favorite?

Blocks other interesting conversations: I share an office and my officemate has frequent conference calls for work.

Focus: If I need to write or create something, I can’t do it unless I have either total silence, or music of the right type. So piano music, without words, is useful, for creating and writing.

But If I’m humming or singing along then that’s not a good match. It’s fine if I’m drowning out other conversations AND I’m doing something less intense. It turns out that for me, and other strong auditory processors, music provides  focus – but it has to match the task well.

Inspiration: Music does that for me, it turns out.

They are BOSE headphones; I tried to go with a less expensive option but nothing else worked like these do. Sound proof.

And they are a signal that I’d prefer not to be interrupted …

 2. Wire organizers.

Those little white hooks (by 3M) hold my “need to have nearby,” yet need to have fairly well out of sight important cables. Clutter clutters the mind …

I keep my Blackberry wire there for syncing – right next to the desktop CPU. Doesn’t mean I always remember to  sync, but it increases my odds.

The other wire goes to the contraption that sits on my car visor, which allows me to be hands-free – a speaker phone of sorts. This wire is kept here because I use it a fair amount, and  well, used to lose it a lot. This is “in sight” enough that it reminds me to  power up occasionally.

You’ll notice these wires are near my CPU and  so near USB drives I use, plus the backup wire – meaning I look  to this area often enough. That’s the “in sight” trick.

My wires for my Blackberry power source and other daily-use wires are connected in through my charger holder – the kind with little compartments for each of your devices.

 

Hmm. What’s next — maybe my Time Timer and how I use it. I love it. I have two actually. Stay tuned.

 

Coaching for “Big” Decisions – for Me (part 2 of 2)

Monday, June 20th, 2011

Part 2 of 2: On coaching to make big decisions …. If you missed the part 1 post, click hereyou’ll read  the coaching questions which led me to these answers.

And so here, I share with you my personal list of “filters” –my decision criteria.

After I’ve gone through these, I sit back and reflect, because a checklist is never enough. Thinking and integrating still has to happen. Considering the answers altogether helps me next.

Business — Big decisions filter – when to reach out:

  • For on the spot decisions requested: slow down the process. “Let’s discuss all angles – what do we need here, all of us?” Or take it away to think about when I have more focused time.
  • If the dollar amount feels high.
  • If the commitment may take up personal time (balance).
  • If it would be a new, regular commitment (long term view of value)
  • If it is or feels out of my comfort zone — Never done before (or have I !? Sometimes I think I haven’t but I have.)

Decision criteria –Here’s where I start:

  • Time commitment. Does anything else go away in this time period to allow space for this?
  • What’s the possible revenue? Or what’s the expense involved (to compare with value)?
  • If it’s a class or some other learning opportunity, how will I apply what I learn. (I could be a full time student, so I have to watch the  balance  here.)
  • Which current or future business goals does this support & how?
  • Can I use this near term on a specific project? If for the future, can I do  it then, closer to when I’ll need it instead?
  • Does this move the ball down the field? Worth giving up something short term for where I want to end up?
  • Does this play to my strengths? Can I do my best work, what I’m passionate about?
  • Can I learn something about myself?
  • And now, Sue: have you asked for what YOU need? Or are you simply responding to what’s been put in front of you.
  • Still not ready to decide? Then how could you change the  game to get more of what you need.

I hope this will help you, if you get stuck on making big decisions or if you’ve been curious about how the organizer-coaching process could work for you.

Here’s to great decisions – or ones we learn from !

Certified Organizer Coach

Certified Organizer Coach