Showing posts with label Managing yourself. Show all posts
Showing posts with label Managing yourself. Show all posts

Thursday, November 6, 2014

12 Things Great Employees Always Finish Before Noon

Original article is here.

So simple yet so powerful. I've been living by these rules for a while now and... it's basically a new (more enjoyable) life.

1. They make a work to-do list the day before.
2. They get a full night's rest.
3. They avoid hitting snooze.
4. They exercise.
5. They practice a morning ritual.
6. They eat breakfast.
7. They arrive at the office on time.
8. They check in with their boss and/or employees.
9. They tackle the big projects first.
10. They avoid morning meetings.
11. They allot time for following up on messages.
12. They take a mid-morning break.

Thursday, June 19, 2014

When It's Time To Walk Away, by 

If you are reading this -- you probably are not the type of person to give up easily. Neither am I. You are ambitious and skilled and continue to push forward regardless of what obstacles are in your way. And that makes you successful. But here's the secret, sometimes it's wise to turn your back and walk away. Sure, it's painful to admit defeat but when you are in a "no win" environment it's often the only action that can save you and your sanity.

One of the lessons I have learned working in Silicon Valley for the last 15+ years is that it's ok to walk away. And in many circumstances it's even healthy.
Sometimes the company or product problems are too great or your manager is too straight-jacket insane to work with. It is often wise to move on and pour your energy into something that has a better chance of being satisfying and creating value for more people.
I have recently done this with Aha! (the new way to create brilliant product strategy and roadmaps) and could not be more thrilled as the business is growing like crazy.
However, there have been a number of times in my own career when I identified a big hairy problem and after struggling against it for at least a year, decided it was best to move on. And every time my life has benefited and I have gone on to create more happiness for myself and others. The key is that I identified the problem, spoke clearly about it with those who could help me resolve it, and only decided to give up when it was obvious that they would not help and I would be better off doing something else.
In those instances, giving up meant looking for a new job and moving on. If you are in a long-term dysfunctional environment, continuing to do the same job and putting up with the same crap is disastrous for you and people who depend on you at work and home.
The problem is that when you try to persevere, you are in survival mode and a personal hell. You just don't care about the quality of your work and results anymore. Just walk into the local Post Office or DMV to understand what I mean. 
Now, I want to acknowledge that for some it's easier to walk away than for others. Your level of control depends on your career and financial status and I do not want to overlook that. However, I suggest that no matter your situation -- you do have the power to pursue a different course which in most cases will ultimately lead to a new job that will improve your life.
Let's take a look at how you know the time has come to move on. First, let's start with what creates a happy work environment and job joy. I think that job satisfaction is based on four forms of alignment. The more your job is aligned in each one of these areas -- the happier you are.
And here are the signs to look for in each area that may be telling you it's time to walk away. However, just because you are not aligned does not mean that you can not become so. It's important to consider how long you have been trying to find alignment and if it's likely that you will get there.
If you have been struggling for over a year in any one of these areas, it might be time to move in a new direction.
Alignment with ambitionAre you working for a company and in a role that is getting you closer to your goal? This is a fundamental question to ask yourself and unfortunately most people never do. Because without a goal it's impossible to know if you are headed in the right direction. I often recommend a "goal first" approach to business planning, but it's also the first place to start as you think about your own direction. If you have never taken the time to write down where you want to be in three, five, and 10 years, now is the time to start. 
Alignment with skillsThe most enjoyable jobs fully tap our exiting skill sets and challenge us to grown new ones. Are you a master of the domain you are currently working in or are you on your way? If the answer is yes, you are probably fairly satisfied with the work you do. If the answer is no you, your confidence has likely been battered and you are constantly looking over your shoulder. Now, if you are out of your element a good boss and training can counteract any suffering and help you regain your mojo.
Alignment with reward expectationsThere are two types of rewards and both are important. Intrinsic rewards are based on the personal fulfillment you get out of a job well done. External rewards include your salary and any other material benefits you receive from your employer. Your reward expectations need to closely match reality for you to be satisfied. If there is a disconnect here for too long, you will grow disenchanted with the work you do or worse. You might not be able to pay your rent or mortgage.
Alignment with bossIt's in vogue right now to suggest that people do not leave their jobs but instead leave their bosses. As you have already read, there are many reasons for leaving a job that have nothing to do with your boss. However, I agree that an unsupportive boss is at the top of the list driving folks to update their resume. I have left bosses who: chased employees around the office, did not allow their staff to speak with other managers, and threatened retribution when someone quit. Does your boss have your best interests in mind?
If you have misalignment in any one of these areas I suggest you admit it to yourself first. Next, have a conversation with your boss or a trusted adviser in the organization who you think can help you.
I want to be clear that you are responsible for trying to overcome the challenge and owe it to yourself and the organization to try and work through it. But, if you can look at yourself in the mirror and are comfortable saying out loud that you tried, you may need to move to plan B. If there really does not appear to be a way out and your misery is increasing, it's ok to admit defeat and walk away.
Do you agree? When do you believe it's not only ok, but healthy to walk away? Add a comment.

Tuesday, October 19, 2010

Power is taken, not given.

Nearly 2 months since my last post? Already? Wow time flies, especially when that time is spent plotting, fighting, manoeuvring in "high" level corporate politics in order to get that promotion you've been eyeing for over a year.

Well did I get it? No. And yes it sucks. But lets try to look at the bright side: within 6 months, I've been taught 2 or 3 MAJOR life lessons. They all hurt, badly, but hey I'm 30, so I'll recover.

Let me very briefly outline them, and maybe I'll post some detailed thoughts on each of them at a later date. Then again, maybe not.

Lesson 1: never, ever, ever trust anybody in the corporate and business world. Every one has an agenda. Of course, a fun part about business is meeting and working with great people with whom you travel, eat well, party, and of course build good business... This obviously builds strong links, which can blurr the lines. Just never forget, no matter how much fun you have and no matter how much great business you build... the simple fact is that your interests vary and everyone has different agendas. Never loose sight of that or you will get burned.

Lesson 2: the corporate world is not a meritocracy. See previous posts. Definitly not.

Lesson 3: power is TAKEN, not given. Do NOT expect to be given anyting, and never rely on "the good judgement" of anyone. TAKE what you want.

I'll end this short entry by copy/pasting this short blog post from Jeffrey Pfeffer that more adequatly sums up my current dark thoughts. The original can be found here.


Take Care of Yourself First
9:31 AM Wednesday July 14, 2010
by Jeffrey Pfeffer

Drafts of my new book on power (and the HBR article drawn from it) provoke strong reactions. One reason is that I show little concern for any aspect of organizational effectiveness. In stark contrast to virtually all of the management literature, I focus on ensuring that people build the insights and skills that will ensure their organizational survival and success.

My perspective is that organizations — which have laid off millions, which have workplaces filled with disengaged and dissatisfied employees, and which regularly, even in partnerships, cast people aside — can (and do) take care of themselves. My point of view is quite consistent with the popular idea of employees as free agents and the evidence on the ever-weakening bonds between people and their employers.

This is not to say that by helping people help themselves I am in any away against organizational effectiveness. A manager's success and the success of her employer are positively related. But let's be clear — this relationship is often small and sometimes absent. In the world of financial services, Stan O'Neal of Merrill Lynch and Frederick Raines of Fannie Mae were just two of many executives who oversaw the downfall of their companies while walking away with many millions of dollars. At lower levels, research shows that salary and job progression depend on educational credentials, years of experience, social similarity, and political skill, not just performance (either individual or organizational). It's not enough to do good work. People who are not politically skilled will be outmaneuvered.

This basic fact of organizational life hit me again just the other day as a woman who had effectively run one of the centers at Stanford Business School for more than a decade sat in my office on the verge of tears. As part of a staff survey, one of her recently-hired subordinates had sabotaged her by questioning her efforts and commitment. The center directors she had served so well — and who, by the way, up until that point had consistently praised her — chose not to get involved. Now she is on her way out, good work, helpful demeanor, and center success notwithstanding.

Should my friend have been caught by surprise? Or should she have been more aware of what her "colleague" might be up to, and how she might protect herself? Focused on getting the work done and confident in its quality, she learned, as many others have, that organizational life is not always fair.

The first and most important message in my course on the "Paths to Power" (pdf) and in the writing I do on that subject is that you need to take care of yourself — and do so by whatever means necessary. Don't rely on the kindness of strangers, much less the unselfish support of colleagues or the good auspices of your employer. You have to fend for yourself, or like my friend and soon-to-be former coworker, you may find yourself in a bad situation.


Jeffrey Pfeffer is the Thomas D. Dee II Professor of Organizational Behavior at the Graduate School of Business, Stanford University, where he has taught since 1979. His forthcoming book from HarperBusiness is Power: Why Some People Have It and Others Don't.

Tuesday, August 17, 2010

On asking for a raise

Similarly to most of the topics I discuss, asking for a raise has been widely covered by gazillions of experts on the web or in the press. So 1st step to take before asking for a raise is... to Google the steps to prepare asking for a raise.

However I will add my two cents to this huge pile of pennies by sharing the good advice I received in the past as well as my preparation strategies. What follows recaps all the steps I take before asking for a raise. I've been roughly using this method for 7 years now and for 8 or 9 negotiations (I'm loosing count), and with good success.

Disclaimer 1: this article is obviously tailored towards people working in sales and marketing. I imagine the dynamics of asking for a raise when working in other sectors (public, creative, IT...) may be different. Hope this helps anyway.

Disclaimer 2: I've been working for French companies ever since I started out therefore all management related conversations, salary negotiations and the likes were in French. The vocabulary I will be using here might not be the most finely tuned, so focus on concepts not form. Thanks.


Psychological barriers
Before we discuss preparation, I want to share a piece of advice that was in my case of invaluable help when i started out. Most of us create mental barriers that make asking for a raise a real ordeal. In my case I was apprehensive of asking a raise for a reason I couldn't quite put my finger on. It was a mixed feeling of fear of being scorned for daring to ask a raise (you should have seen my first CEOs and VPs :p), being told a big fat NO!, getting my work thoroughly criticized, pissing my boss off and what not...
Well this psychological barrier came crashing down with this one simple piece of advice from a great manager of mine.

What he told me was this: "You have nothing to loose by asking for a raise. You are taking zero risk. Managers, VPs, CEOs... they deal with this all the time and they will NOT loose respect or consideration for you if you "dare" to ask for a raise. In fact, some may even loose respect for you if you do NOT ask for a raise. So loose all the stress and go ask for what you want.",

In my case, this discussion injected rational facts in my irrational barrier. Try to find your barrier and calmly assess why it is not rational. Break it down and get over it.


Preparation and methodology

1/ Steer clear from emotional waters. Raw facts, data and accomplishments only.
First off, always stick with facts and figures. Stay away from the emotional realm. If you have a good working relationship with your manager, some sort of privileged bond or anything similar (are you working for your family's company?), do not try to exploit it and play off it. Do not tread in emotional waters.

Do not invoke pity ("pitttyyyy pleeeaaase my rent just went up"), sympathy ("I would really appreciate it if...") or invoke what you think is right ("you KNOW I deserve this!").

Focus exclusively on raw facts and accomplishments. This means that when the time comes your brain won't go into overdrive with any emotional stimuli you may conjure up. You will be cool headed and discussing pure facts.


2/ Past, present and future
How do you prepare for the discussions? Easy: you focus on EVERY valuable thing you've done in the past, everything valuable you are doing now and everything valuable you will or could be doing in the future.

Brainstorm. Take three pieces of paper: write down EVERYTHING you've done in the past... up to the smallest meaningful task you can think of. Organize everything in categories: business development, marketing, reporting, department organization... Then categorize them by order of importance taking in account the VALUE your work has brought to the organization.

Do the same for the present, focusing on expected results your projects will yield.

And for the future... First focus on short term: "taking in account this year's growth it's not unrealistic to imagine next year's growth will be of X%..." or "Taking in account the increase of staff it's not unrealistic to imagine I will be organizing X additional events next year..."

Secondly, and this is where it gets subtle, talking about the future is the opportunity for you to send out signals to your management regarding the longer term career evolutions you may be thinking of and to position yourself. "Not only will this year's growth be of X%, but I believe I now have the experience necessary to build a team to tackle such and such new project"... So write down the subtle messages you want to convey as well.

Past, present and future and the value you bring to the company: these are the keys.


3/ Industry averages
Your negotiations need to be grounded and reasonable. You need to go in there knowing where you stand, what you can reasonable ask for and what you can expect. To know exactly where you stand, research industry salary averages.
Google it. Find several sources. Make sure you factor in all bonuses, material benefits, maybe even cost of living etc... You need to be prepared to counter any arguments such as "Yeah but that data is for people working in Paris, we live in a small country town so you need to cut these averages by 25%..." or "Yeah but you have a company car when usually [insert job title here]s don't have one... that's at least worth 15% of your salary..." etc...


4/ Aim high, always
So once you have determined all the great things you've done for the company in the past and present, what you will do in the future and where you stand compared to industry averages, it's time to think of a number... Of how much a raise you want.

Well here's the part that takes a bit of balls and a poker face. Aim high, always. I admit I did not use to believe in demanding relatively outrageous figures (please note the "RELATIVELY")... because I used to think that I lived in a rational and reasonable world (type B anyone?) and that my boss would not start haggling if I asked for a reasonable figure. Well... word to the wise: BOSSES HAGGLE. It's in their blood. It's how they got there. It's why they're bosses.

So aim HIGH. You want your boss to be taken slightly aback by the figure you're asking... and you want to back it up with all the great things you've done and you could do.

Do NOT bring up the industry averages and wage study unless your boss starts haggling and being unreasonable. The core focus should be what you bring to the company and the figure you believe is reasonable (remember: poker face!). Bringing up the average wages might at first derail the conversation to the figures and sources, while you should be talking about YOUR salary.


5/ Preparing the negotiation
You need to be prepared for the hard hitting counter arguments that your boss is going to throw at you. Trust me, bosses have so much more experience than us in the matter, they will destabilize you if they want to. They've heard all the basic arguments and requests, and they know what they're going to counter you with before you even start.

So, take a piece of paper and write down... everything you do NOT WANT TO HEAR your boss say. Stuff like:

- Sorry, salary discussions for all employees will only be taking place in 5 months. What makes you think you're different?
- Sorry, we don't have the budget.
- Are you serious? Have you seen sales levels this year? No way.
- No. And if you're not happy you can leave at any time.
- Your salary is within industry averages. End of discussion.
- Your salary is above industry averages. Are you kidding?
- Look, I am very satisfied with your work... but let's talk again in 6 months.
- I can't pay you more then your colleagues, that would be unfair to the rest of the team.
- I could pay someone else just as competent as you for less. So no.

After you're sure you listed EVERYTHING you do not want to hear, start working on the counter arguments.

Now all this process takes a little empathy, so work on projecting yourself in the boss' seat. Also, this little exercise can always be taken one step further. You can also work on countering your boss' counter argument...But don't go overboard. 1st and second level should be enough.


6/ Strategy - when and how to ask

When to ask?
That's a tough one... In a structured company, there's often yearly reviews and a specific timetable for salary discussions.
Well in my opinion... F that... Anticipate... be the first in line... be the first to fire the shot (before your colleagues...)... However I've never worked in super structured humongous organizations... So in that case I can't really give out advice.

If your company's HR isn't structured... then it's a free for all. You need to know how to assess when management might be opened to the suggestion and most of all use the momentum you will have created after closing a big deal or finalizing the organization of some big project. Basically, you need GREAT news to go in (good won't cut it).

It's called being in a position of strength :D.

How to ask?
If you have a good working relationship with management: start informal with your direct supervisor. Ask him. If he's ok with you moving ahead with the plan (and you secured his support), go formal: send an e-mail TO THE DECISION MAKER (CC your direct supervisor) stating how after X time in the company you now wish to seize this opportunity to debrief regarding your activity and your participation to the corporate mission (blablabla etc etc)... IN ORDER TO DISCUSS A RAISE.
Don't sugar coat it, be direct, just lay it out there. That way everyone is on the same page. However I would not discuss actual amounts and figures in the email.

The basic layout of the email should be a condensed version of your past, present and future spiel. Add all the necessary politeness and respect formulas, but go straight to the point. Again, have it reviewed by your direct supervisor before it's sent out.

What will potentially happen is that your manager and the decision maker will have a meeting on the topic. If so, try to be there and have a briefing with your manager before going in.
If you are not conveyed to the meeting, have the briefing anyway and give out your fully detailed past present and future spiel to your manager.

If you do not have a good relationship with your management, going formal immediately is the only way. Email your direct supervisor asking for the necessary meetings and face time with the decision makers. The content of the email should be the same.


7/ Prepare your exit strategy
Ok so by now you're ready to ask and your ready to negotiate. However one crucial point that is nearly always overlooked by many articles found on the web is your EXIT STRATEGY. If you want to have a lasting impact, or if you want to be in the right position to go back to your boss to continue the negotiation at a later date, you need to prepare your exit.
You also need to be ready for a refusal.

Let's try to imagine the possible outcomes AFTER your negotiation is closed. Let's imagine there's no more room for discussion and the outcomes are final:

A/ Acceptance by your boss. He gives you exactly what you want (whether its the slightly high figure you asked for or the real figure you were aiming for).
B/ Your boss accepts you deserve a raise, but the raise is lower than your expectations.
C/ Your boss postpones the discussions or the raises to a later date.
D/ Your boss refuses any raise whatsoever.
E/ Your boss refuses a raise and shoots you down ("if you're not happy, you can go elsewhere!").

These 5 scenarios require 5 very different attitudes. I would recommend the following:

A/ Ok, 1st off... STAY COOL. You need to remain layed back, relaxed and professional. No tears of joy :D. However it's important to convey your satisfaction. Basically just tell your boss you are very satisfied with what you just agreed on and you are happy that he agreed to hear you out on this. Plus, he won't be disappointed etc etc...

B/ My philosophy is "everything won no longer needs to be won". As above, remain laid back and pro, but you need to convey a slight form of disappointment. You could finish with something along the lines of "thank you for having heard me out on the topic, and I appreciate the gesture even though as you know it did not meet my expectations and I hope we will have the opportunity to re-discuss a possible raise in 6 months time. Nonetheless, I'm happy you value my work and you will not be disappointed..."

C/ In this case, and after having exhausted all options (bonuses, material benefits...), you need to get a firm commitment from your boss regarding the date or time period when you can discuss the topic again. The sooner the better obviously.

D/ In this case, you can be in two positions:

- a position of weakness: you do not have any other job prospects, you are attached to the company, job, city, current salary etc... and you are not considering leaving. In this case, the most important is to take it like a gentleman, while still pointing out your disappointment and trying to get a commitment for a new discussion in the future. Example: "Well obviously I am disappointed but I hope we can agree to meet again in the future to re-discuss this topic?"

- a relative position of strength: you are ready to leave, you are aware of opportunities, you have already gone to a few interviews etc...
Ok so in this situation, you should have a harder stance and be relatively clear. Basically your message should be: "I have to admit I am disappointed (emphasize the disappointment). You know I am doing great work, and I do not understand this decision".
In this situation, when you are exchanging very harsh words with your boss, you need to make sure your behavior stays balanced, cool and pro. What you are basically stating are FACTS. Expressing your disappointment is NOT an attack. You are just basically telling straight to your boss' face that you are not happy, and well... he's the boss... the ball is in his court and he needs to know that everything is up to him now.

Go back to your office, go back home... and start preparing to leave.

E/ If you are in a position of weakness, I guess the advice here is similarly to situation D, except you need to make sure you show your boss that him shooting you down doesn't affect you 'cause you have a thick hide. Basically remain relatively cool and pro... and say what you have to say without ever reacting to his harsh attacks unless you have hard facts to counter them. NEVER EVER react to him telling you you can always go elsewhere if you want to. He's baiting you and/or testing you here, or he really means it. In any case, do not react. Stick with raw facts.

If you are in a position of strength, the advice is still the same as D/. The reason being is unless you have a firm commitment from another company (which is a very specific scenario I will not cover in this post, as I have never been in such a situation), you never ever want to expose your hand and expose yourself to risk. So act just like you were not in a position of strength and try to secure a future negotiation date.
However if the situation really gets out of hand... as it happened to me once before... well in that case, and only if your back is up against the wall... time to pull out the big guns I guess... "Ok, I hear what you're saying and I'm sorry and disappointed to hear it. Taking in account this talk I think it's clear I will not in this company be able to reach the salary level I know I'm worth, and that's a shame taking in account everything else about the job and the company suits me."


8/ Final thoughts
After spending all the necessary time on your preparation, playing out the discussions over and over in your head and getting pumped before going in... you absolutely need to keep the following 3 points in mind:

- first, the discussion will NOT go as you expect it to. No matter how much planning you put into this, it will NOT go as planned. Remember the reason you plan is to make sure you have the necessary ammo to liven up the discussion, not to try and anticipate the discussion word by word. The discussion will NOT go as planned.

- secondly, at the end of the day... the decision to give you a raise or not is your BOSS' decision and no one else's, and there's nothing you can do about it. Unless you are a business star straight out of a Hollywood movie (by that I mean a fictional character), you will not instantly change your boss' mind from "no raise" to "oh wait I didn't know this guy was a star performer, he needs a 300% raise!"... Even super skilled negotiators can end up in front of a wall.

The contrary also applies: if your boss believes you deserve a raise, you will probably get it without getting the opportunity to lay out all your planned arguments.

- and finally a salary negotiation is NOT a ONE SHOT. It's a process, just like climbing a mountain. You NEED TO SET MILESTONES (one of my most important concepts in business life... I'll blog about this at a later date). Even if your boss gives you a big fat NO!, you just set a milestone, and you can get back in his face after an appropriate lapse of time.
If you are facing a wall, start climbing, digging or finding an alternate route.


Some other unorganized thoughts to finish this post that ended up being way longer than I initially thought :D

- Start by focusing on a raise. If that gets you know where, start shifting your focus to bonuses and/or material benefits. Remember, "everything won no longer needs to be won".

- Do not worry if you are in a position of strength (ready to leave) or weakness (not ready to leave). As we've seen earlier, it shouldn't affect the preparation nor the actual discussion. You're behavior should always be the same. Also remember to make sure you cannot be "read".

- Never, ever, ever bluff. Saying stuff like "if I don't get this raise I'm leaving!" then not leaving when your boss laughs in your face will totally and utterly destroy your credibility. Forget raises for several years...

- A position of strength is something you BUILD: good results, good self marketing, good job searching etc... However never show off your position of strength. Make sure your boss subtly understands it... but don't overplay it. An employee is always replaceable and bosses have egos. They don't like to be put against a wall.

- IMO never ever use a colleague's salary as a comparison point or negotiation tactic. You will get shot down so bad it may close the discussion.

- And finally, for all the young guns out there with an over-sized entitlement complex... note the following: HARD WORK COMES BEFORE A RAISE. It's NOT the other way around. Never ever put yourself in a blackmailing situation where you are basically not doing your best until you get that raise you think you deserve. In that case, IMO you should be either FIRED by your management or actively looking for a job that suits you better.

Tuesday, August 10, 2010

Vacation!



Because "the usefulness of a cup of tea is in its emptyness".


My "quick vacation post" was supposed to end here, but ofc I got to thinking a bit more.

Exhaustion's and burnout's effects on health, work performance and general well-being have been proven over and over and over again and the data available on the subject is plethoric.

So what is the rationale behind the tiny amount of paid leave workers in the US have, which most of them do not take or take but with a blackberry in their pocket? The US is home to some of the world's most powerful corporations staffed with top executives... Shouldn't they at least assess the possible benefits of giving out one or two additional weeks of paid leave per year and compare them against the possible downside of having employees out of the office longer?

Well, as we've seen earlier, corporations are not rational and IMO the problem does not lie within HR departments or upper management. The problem simply lies in human psychology. I'm sure we could demonstrate that working less would be considered by a lot of people as a type of failure, giving in or being distanced in the "race".
Where the irrationality lies of course is the fact that if these people took some time off to recharge their battery, they would be more productive overall, in better shape both physically and spiritually... and most of all they would stay ahead in the race.

Tuesday, August 3, 2010

On the importance of networking

We discussed a few posts back the importance of networking and playing the "political game" at your job.
I would however like to amend those blog entries with an additional thought: you need to understand that if you do NOT play the game, this doesn't simply mean you're outside of the political arena and therefore you are going to miss opportunities, it also means that your IMAGE is going to suffer greatly.
Your image is actually going to be impacted negatively by the fact you are not playing the game. People who are in power and people who play the game will label you as somebody who is not outgoing, who is not social, who is withdrawn and introverted...

And that is far from being the traits of a high potential, a manager or a leader.

PS: don't get me wrong, this doesn't mean you need to transform yourself into something you are not. If you are naturally introverted, people know it and it's no big deal (tons of great leaders are introverts. Bill Gates anyone?). However even a little shift in attitude and behavior will be noticed and will go a long way. It's a little effort that will pay great dividends.

Friday, July 30, 2010

Managing priorities and the day to day routine

Managing priorities - Covey's Quadrants
Take a blank piece of paper, divide it into 4 equally sized rectangles.
QI - Important and Urgent
QII - Important but Not Urgent
QIII - Not Important but Urgent
QIV - Not Important and Not Urgent

Classify all your tasks in these 4 quadrants (remember that long term projects need to be broken into individual short term tasks), and just write them off when you're done.

The key here are the following points:
- "Important activities have an outcome that leads to the achievement of your goals".
- "Urgent activities demand immediate attention, and are often associated with the achievement of someone else’s goals."
- The secret to being effective is making sure you focus enough on QII. QII is what drives the value of your work daily.

Of course, priorities are always shifting, hence I create a new quadrant every week.

Tweaking the quadrant
The quadrant is simple, efficient and changed my life (at work at least). However, I did tweak it a little when I started managing.

This is what my quadrant used to look like before I was managing.

Today this is what my quadrant looks like.

You will notice I added a "sub quadrant" where I list my managees' priorities.
I also added a sub section to QII: even though the quadrant is supposed to be weekly, I like to keep a small space on the page where I write down the important slightly longer term priorities (full market study for country X for example). This helps me keep the bigger picture in mind.

Even though my version of the quadrant is now slightly more cluttered, it still works for me. I no longer use up energy and brainpower every time i finish a task to think about what I should do next.
Furthermore, I can summarize what needs to be done and what's a priority with just a quick glance at the sheet. This is great for impromptu reporting requests.

The quadrant is an invaluable tool in my priority management and has a great impact on my productivity. Try it, you'll be surprised.

And finally: I draft my quadrant the old fashion way: pen and pencil. I am way more focused and clear headed when I'm not staring at a computer screen.

My Day to Day routine
Ending the day
- Clean and organize my desk to have a clear workspace waiting me next morning.
A clean desk is kind of a zen exercise for me: it helps me start the next day super focused and reduces my stress level.

- Identify the 3 to 5 important tasks I need to complete the next day.
Make sure the timing is realistic. Stick a post-it on my keyboard, so it's the first thing I see the next morning.
It's important to do this at the end of the day, when your brain is still "enjoying" the day's momentum.

The interesting thing about this is that research has shown that motivation and happiness at work is closely linked to getting things done and moving ahead (more than money and peer appreciation for example). Hence by completing a limited and realistic number of tasks each day, not only are you moving forward because you completed tasks that you intelligently chose, but you are going to be feeling great about it and it'll strongly motivate you.

Starting the day
- Spend the necessary time WITHOUT turning on e-mails and making/taking telephone calls. Use this "no communication" time to complete at least one to three of the important tasks.

Once this is done:
- review quadrant
- fire up Outlook and dive in the "operational overload" phase of your day :p

Managing e-mails
- Disable Outlook's email notifier.
It's insane how an email notice systematically breaks my concentration and rythm.

- Don't create a gazillion inbox subfolders.
Subfolders are helpful, but I wouldnt go overboard with it. Today's email search engines and organisation option makes it easy to find that specific e-mail you are looking for, so several subfolders per project folder seems excessive.

Other concepts:
- "Act on, file, or toss every document I touch".
Take action EACH TIME you have a document in hand.

- "Pay attention to the times of day when you feel that you are at your best; do the most important work then". In my case its early in the morning, during my "no communication" time.

- Group similar tasks together (outstanding phone calls, Excel reviews, answer urgent emails...). The brain works best when doing repetitive tasks.


Sources: almost exclusively HBR's "managing yourself' collection.
Covey's Quadrant is from "The 7 habits of highly effective people".