The Personal Efficiency Program The Personal Efficiency Program Fourth Edition How to Stop Feeling Overwhelmed and Win Back Control of Your Work! Kerry Gleeson John Wiley & Sons, Inc. Copyright(cid:2)C 2009byKerryGleeson.Allrightsreserved. PublishedbyJohnWiley&Sons,Inc.,Hoboken,NewJersey. PublishedsimultaneouslyinCanada. 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And in loving memory of our MorMor CONTENTS WORLDWIDEOPPORTUNITIESWITHIBT XV PREFACE XVII ACKNOWLEDGMENTS XIX INTRODUCTION 1 OriginofthePersonalEfficiencyProgram 2 HowtoWork 4 CHAPTER 1 ExecutiveSummary 5 GetOrganized 7 HabitsandRoutines 10 BatchingWork 11 Planning 12 ContinuousImprovementoftheProcess(Kaizen) 13 CHAPTER 2 DoItNow! 15 WhythePersonalEfficiencyProgramWorks 17 StartwithYourDeskorWorkSpace 19 OvercomingProcrastination 21 NotEverythingCanorShouldBeDoneNow 30 BuildDecisivenessintoYourWorkHabits 31 vii CONTENTS viii EstablishDoItNowWorkHabits 32 Perfection 33 Discipline 34 Follow-UpforChapter2 35 CHAPTER 3 OrganizeItNow! 37 ASoldier’sStory 39 CleaningOuttheClutter 39 WhereDoesClutterComeFrom? 40 WhyClutterStaysThere 41 OutofSight? 42 Don’tOverlooktheObvious 42 StartwiththeBasics 44 YourOfficeToolbox 44 BecomeFamiliarwithToolsasTheyComeontheMarket 46 OrganizingFiles—BeginningwithPaper 47 WorkingFiles 48 TicklerSystem 50 SettingUpYourPersonalWorkingFiles 51 YourPersonalReferenceFiles:NoteThingstoDoasYou ComeacrossThem 52 ArchiveFiles 54 Tips—WhattoKeep,WheretoKeepIt,andWhattoThrow Away 55 TipsforImprovingYourPaperFilingSystem 56 FilingandLabeling 56 OrganizingElectronicFiles 58 WheretoBegin—TheComputer’sOperatingSystem 59 BackUpYourHardDrive 60 NamingElectronicFiles 60 LettheComputerFindYourDocumentsforYou 63 OrganizingE-Mail 64 StepstoOrganizeE-Mail 65 CreatingandOrganizingYourE-MailAddressBook 65 OrganizingBookmarks—WebPagesYouMayWishtoAccessin theFuture 66 CONTENTS ix OrganizingtheComputerDesktoptoAccessApplicationsand FilesEasily 67 UsingSearchFunctions 67 OrganizingOtherMedia 68 Summary 69 Follow-UpforChapter3 70 CHAPTER 4 DoItRoutinely 73 KeepaTimeLog 75 ElectronicTimeLog 76 OvercomeInformationOverload 76 BeyondtheInBasket 80 BatchtheRoutineWork 81 ScheduleandAvoidHavingtoDecide 82 Parkinson’sLawandtheAllocationofTime 83 BlocksofTime 84 BatchingTelephoneCalls 84 OneMoreThing! 86 BatchingE-Mail 86 PaperMail/Memos 87 Reading 89 WeeklyOne-on-OneMeetings 89 DailyMeetingwithAdministrativeAssistant 90 DealingwithInterruptions 91 RespectOtherPeople’sTime 92 MakingItWork 92 Pitfalls 94 Follow-UpforChapter4 95 CHAPTER 5 PlanItNow! 97 PurposeofPlanning 99 PlanningPrinciples 101 Prioritizing—TaskManagement 101 CONTENTS x TimeManagement 102 TheTimeItTakestoPlan:IsItWorthIt? 103 PEPPlanningProcess 103 DailyPlanning 104 WeeklyPlanning 104 OneMoreReasontoScheduleaWRAP(WeeklyReviewand ActionPlan) 106 ShapingtheDiary—AMonthlyPlanningProcessforSenior Executives 110 ProjectImplementationPlanning 111 CriteriaforProjectPlanning 113 ImplementationMapping 113 PlanninginMicrosoftOutlook/LotusNotes 115 PlanningonaComputer 116 MicrosoftOutlook/LotusNotesCalendaring 117 StrategicPlanning 117 Goals 118 PersonalGoals 119 Values 120 ValuesonaPersonalLevel 121 Visualization—WhatYouSeeIsWhatYouGet 122 Follow-UpforChapter5 123 CHAPTER 6 DealingwithE-mailNow!TheSingleBiggestChallengefor MostPeople 127 PartOne:TakeControlofWhatYouGet 130 TheMoreE-MailYouSend,theMoreYouWillReceive 131 PushtoPull 131 IfYouHaveAdministrativeSupport 131 TechnicalSolutions 132 ChangeE-MailAddress 133 YouDecideWhentoHandleYourE-Mail 133 CCsand“ReplyAll” 134 CONTENTS xi PartTwo:ManagingandProcessingInformationEfficiently 134 Add-InApplicationsforE-MailPrograms—Organize Information 134 SettingStandards 135 MoreStandards 136 ProcessingInformation 136 TheFourDs 137 TurnOffNotifications 138 InstantMessages 138 PendingFolder 138 SettingReminders 138 ReadFaster! 139 E-MailRulesofThumb 139 ItIsNoEasyTask! 141 Follow-UpforChapter6 141 CHAPTER 7 Follow-UpandFollow-Through! 143 Persistence 145 Persistence,Routines,andHabits—DoingWhatYouDon’t LiketoDo 146 ForgetRemembering 148 PreoccupationandTime 149 OrganizeEfficientFollow-UpSystems 150 PaperFollow-Up 150 Logbook 151 ElectronicSolutionstoaLogbook 153 CalendarSystems 153 ElectronicSolutionstoFollow-Upand Follow-Through 154 CombinationPaperandElectronicCalendaring Systems 156 WorkGroups 156 Follow-UpandDelegation 157 Delegation—UsingYourElectronicTools 159 ExceptionstotheRule 159 CONTENTS xii MakeFollow-UpPartoftheWorkProcess 160 Follow-UpforChapter7 161 CHAPTER 8 DoItRight,Now! 163 ApplyThisOnePrinciple,andThatIsAllYouNeedtoDo 165 WhyQuality? 166 Kaizen 166 PEP—APracticalToolforQualityImprovement 167 6S 168 IdentifyingYourCustomersandTheirNeeds 169 WorkplaceKaizen 170 Benchmarking 171 FocusonPrevention 171 Project-by-ProjectImprovement 172 ContinuousChange 172 Summary 172 Follow-UpforChapter8 173 CHAPTER 9 DoItNow!—FromWhereverYouAre! 175 EvolvingWorkEnvironments 177 WhyNow? 177 WhatIsa“MobileWorkEnvironment”? 178 WorkingOutofaHomeOffice 178 CommonDenominators 179 TheProperWorkToolsfortheMWE 180 WorkIssuesintheMWEHomeOffice 181 CommonIssuesFacedWorkingintheMWE 182 WorkIssuesintheMWE 184 Follow-UpforChapter9 184 CHAPTER 10 BeaDoItNowManager! 187 ManagementbyWalkabout 189 ExamplesofPEPWalk 192