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What Are the Main Priorities in Your Business Life?

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To-Do List

Regardless of whether you’re looking to climb your way up the corporate ladder or grow your business, we need to have priorities for our professional life. Without establishing your priorities, we won’t be as effective at our jobs or meet goals and deadlines. Priorities are also needed to protect resources like time and money. Essential to business and personal growth — are priorities.

But, you already knew that, right?

Even if you are aware of the importance of priorities, what are the main ones for you to focus on? Well, here are six main priorities that are required if you want to thrive in your business life.

Determining your “big three.”

Here’s an experiment. Write down all of the tasks that are tied to your professionally for the next month. I have no doubt that it’s quite the list. And, it probably contains several high priority items. But, in reality, this list could be drastically trimmed down.

I know what you’re thinking, “I can’t trim down my list; it isn’t possible because everything on my list is a top priority.”

“If you review your list carefully, item by item, you will find that only three items on your entire list account for 90% of your value to your business,” writes Brian Tracy. So, how can you determine your “big three”? “Make a list of ALL your work tasks and responsibilities, from the first day of the month to the last day, and throughout the year,” suggests Tracy. “Then answer these three magic questions.”

The first question would be, “If I could only do one thing on this list, all day long, which one activity would contribute the greatest value to my business?” Because it’s so important, it will probably stand out from the rest of the items on your list. If you’re uncertain, it should be the one thing that will have the most significant impact on your business or career.

The second would is, “If I could only do two things on this list, all day long, what would be the second activity that would make the greatest contribution to my business?” These items should also jump out at you. However, they may not seem as apparent at first.

The third question is, “If I could only do three things on this list, all day long, what would be the third activity that would contribute the most value to my business?” As a general rule of thumb, only focus on completing three tasks for the day. It’s unlikely you’ll be able to accomplish any more than that.

Enhancing your time management skills.

Time management should never be overlooked. Sure. It’s nice to have some downtime. But, managing your time is a surefire way to improve your business life.

The most obvious reason is that you’ll be able to achieve more in less time. Because you’re more productive, you’re ready to meet deadlines. You will also earn the reputation of someone who is never late and is reliable. I don’t know about you. But, that is someone that I would want to business with or retain if I were a business owner.

Additionally, time management can be beneficial to your health. Since you have the time to attend to your well-being and aren’t working excessive hours, you’re less stressed. You’re also able to find time to exercise, make healthy meals, meditate, or get enough sleep. And, because you aren’t behind on your work, you’re not as anxious.

To get you on the right path, here are the necessary time management skills that you should develop:

  • Work the hours that best suit you.
  • Keep a time log.
  • Focus only on what you do best.
  • Implement the “two-minute” rule.
  • Break your activities down into simple problems.
  • Don’t fall into the “urgency” trap.
  • Schedule “me” time.
  • Cluster similar tasks.
  • Identify and eliminate distractions.
  • Arm yourself with the right tools.

Feeling in-balance.

Work-life is often a perk that employees demand. Some studies have previously found that this was a top priority for demographics like millennials. But, it’s also top of mind for small business owners.

It’s easy to understand why. Even if you’re a workaholic and love what you do professionally, you also need time away from work.

The reasons vary from person-to-person. But, mainly when you don’t let work bleed into your personal life, you have a chance to rest and recharge. You can also spend time doing things that are truly important to you. As a result, when you return to work, you’ll be more focused and rejuvenated enough to persevere.

Of course, this is easier said than done. Thanks to technology, we’re expected to be on-call 24/7/365. Sometimes you need to be kept in the loop, especially when you have to address an emergency.

Some ways that this is possible is by maximizing your time at work, stop overcommitting, and not bringing work at home. You should also establish boundaries. For example, if you’re spending time with friends or family on a Saturday night, then don’t respond to any work-related correspondence.

Innovating, learning, and growing.

If you want to advance your career and stay ahead of your competitors, then innovating, learning, and growing must be the main priority for you professionally.

For example, you should always be brainstorming ways to improve a product, service, or process. You don’t have to reinvent the wheel here. But, you should be on the lookout for ways to update or upgrade these areas. It may make you more efficient and stand out from the pack.

What’s more, you should seek out opportunities to learn and grow both professionally and personally. As an example, if you were to enhance your skillset, you would be more proficient at your job. Not only will this make you more valuable, but it will also help you work smarter and not harder.

You should also stay up-to-date on the latest trends, technologies, and external factors that may influence you professionally. Again, besides making you more useful, this will also help you adept.

And you should also find ways to grow. For instance, you may want to improve your communication skills by taking a public speaking class. You can use this new talent to make your meetings more effective. You could also apply to seek out speaking engagements to help you become an authority figure.

Getting to know the people in your neighborhood.

You don’t have to get to know everyone in your neighborhood — unless you want to. But, when you’re surrounded by kids, sometimes you have to do things like watch the 50th anniversary special of Sesame Street. I’m not complaining. But, I do have this song stuck in my head now.

Anyway, your neighborhood, when it comes to your business life, would be your business partner, employees, customers, or investors. The reason? Well, it will help foster a more positive and collaborative work environment. You’ll also be able to ease the pain points of your customers. And, if you need funding, you’ll know which investors to connect with.

Growing your network.

Whether if you do this online or in-person, growing your network is a priority that I feel many of us neglect. After all, networking is another way to improve your skillset or stay abreast of the latest trends. It can also help you find mentors, partners, or clients.

If you’re job searching, networking is a great way to mingle with potential employers or get hooked up with a referral. And, if you are self-employed, networking can be used to build your brand.

Do a little digging and find local meetups or conferences that you should attend for the upcoming year. And block out specific times in your calendar to schedule a phone with an industry expert or interact with your audience on social media.

10 Types of Businesses That Can Benefit From Scheduling Software

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To your customers, your team, and your company’s bottom line, time is priceless.

Whether you run a deli or a software startup, you have to ensure that your team never misses a scheduled deadline or appointment. And these days, many customers would rather schedule appointments online as well. 

Still wondering if scheduling software is right for your business? Read on to learn about ten surprising industries that rely on it in their daily operations:

1. Medical clinics

Did you know that more than 50% of healthcare facilities now use online scheduling software? The medical industry is harnessing the power of automation to reduce the cost of no-shows and administrative overhead. In addition to the added convenience for patients, this digital capability allows doctors and healthcare professionals to better manage their hectic schedules, reducing burnout and employee turnover

2. Bars and restaurants

Online reservations are user-friendly for customers. To help them seat more guests, hosts and hostesses at many bars and restaurants use scheduling automation every day.

Through online scheduling software, eateries can help their patrons beat long waits — all while tracking their staff’s ever-changing schedules and availability. Plus, online scheduling platforms can be used to track eligibility for promotions and loyalty programs. 

3. Caterers and event planners

Businesses that provide event services or planning are responsible for organizing and tracking dozens of different schedules leading up to the big day. On paper, that’s tough if not impossible.

Online scheduling tools allow event planners to effectively manage different types of staff. They help event managers keep tabs on caterers, DJs, security personnel, and more. And many platforms have custom settings for how far in advance an event (or order) can be scheduled. 

4. Call centers

To provide stellar customer service, companies need to make contacting their reps a seamless process. With an online scheduling tool, customers can book appointments and phone calls from a widget or link in your staff’s email signatures

Given the fast-paced nature of the work, this feature is especially useful for call centers or teams dedicated to customer support. Online booking lets these businesses avoid over-scheduling while giving team members a tool for efficient time blocking and stress management.

5. Nonprofit organizations

Even nonprofits are utilizing scheduling automation to expand their mission and reach. Nonprofits have to manage a mix of volunteers, paid employees, and external stakeholders. They use appointment scheduling tools to keep schedules straight, freeing up the team to spend more time on things like donor newsletters and social media campaigns. 

6. Consultancies

Many people in professional services, such as law or finance, use scheduling software to increase the amount of face time they get with clients. Automation is particularly useful for booking initial consultations and meetings during non-core hours. A CPA during tax season might rely on an online scheduling tool to give people on the waitlist clarity around when they’ll be seen. Automation tools let them make use of every slot on their schedule. 

7. Salons and spas

With our modern, fast-paced lifestyles, it can be easy to forget appointments that are dedicated to self-care. Salons and spas that focus on beauty and wellness can decrease missed appointments with SMS and email reminders that are automatically sent from online scheduling software straight to their clients. This attention to detail only adds to the sense of luxury associated with these services, helping these companies make their customers feel like VIPs. 

8. Shipping and retail

From warehouses to supermarkets to specialty shops, companies in the B2C space see online scheduling as a game-changer. They use it to streamline shipping, receiving, and managing workers in the field.

Not only do scheduling automation platforms allow team members to share calendar access across locations, but they can be used to make out-of-office periods easier. Online scheduling systems can be configured to show certain team members as unavailable, minimizing confusion.

9. Home services

Whether a customer is experiencing an emergency plumbing issue or wants to schedule their yearly HVAC maintenance, online scheduling software provides easy access to at-home services. It also makes rescheduling or cancelling appointments easy, just in case another appointment conflicts with the initial service call. Customers can also book appointments from their mobile devices while at work or picking up the kids from school. 

10. Schools and education services

Online scheduling software is even being used to enhance the college experience. With many busy schedules among students and professors alike, scheduling automation is helpful for managing office hours, labs, library reservations, and more. Students who use scheduling tools get more out of their education, while professors and assistants can organize all their teaching commitments in one place. 

In every industry, scheduling software has value. The key is getting creative to make the most of it.

Create convenience for your customers. Simplify your employees’ lives. Minimize misunderstandings and double-bookings. There’s more than one reason to use scheduling software. What’s yours?

The Science Behind Procrastination and How You’ll Beat It

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I had every intention to crank this article out immediately following my morning routine. Already had the material put together in an outline, and I’d put it in my calendar to-do-list. I kept dragging my feet on writing the piece all morning. Even worse, while I’m usually a pro at blocking out distractions, I was more than willing to get a fantastic amount of work done quickly. This action is my favorite procrastination mojo — catch up and fix problematic back issues that are driving my team or me crazy. What’s the science behind procrastination and how you’ll beat it?

What’s going on here? Obviously — this is my go-to for procrastinating — something that everyone struggles with at some point. But you’ll want to figure out and know yourself well enough to answer this question precisely, “what is my procrastination mojo.”

Joseph Ferrari is a professor of psychology at DePaul University in Chicago. Ferrari is the author of Still Procrastinating: The No Regret Guide to Getting It Done. Dr. Ferrari claims that “roughly 20 percent of U.S. adults are chronic procrastinators.” But, the statement by Ferrari begs the question, Why do we procrastinate, and what can we do to topple it?

What exactly is procrastination?

Before answering the questions above, let’s quickly define procrastination. And, let’s go over why what it’s such a big deal. If you conducted a search inquiry for “procrastination definition,” the first result is probably this: the action of delaying or postponing something. As pointed out by Piers Steel Ph.D. in a Psychology Today article, “if procrastination means simply delay — then we should be comfortable placing it along with the similar concepts of scheduling or prioritizing.”

However, being comfortable with placing procrastination in blocks alongside related issues is generally not the case. For example, your flight is delayed due to inclement weather. A delayed flight — and the weather are both issues entirely out of your control.  These matters occur and cannot be interpreted as you being “lazy” or “unmotivated” in any way. Timothy Pychyl says that “all procrastination is a delay, but not all delay is procrastination.”

If all procrastination is a delay — to me, that makes procrastination a unique type of postponement — since we often recognize the negative consequences. A better definition might be the one found in UPMC HealthBeat. The site describes procrastination as “the avoidance of work or necessary tasks by focusing on more satisfying activities that are due to a chemical in the brain.

Procrastination boils down to a battle between the limbic system and the prefrontal cortex,” further explains UPMC HealthBeat. “The limbic system is a set of brain structures containing the pleasure center, while the prefrontal cortex controls planning and decision making.” Since the prefrontal cortex isn’t as “developed and thus weaker, so often the limbic system wins out, leading to procrastination.”

The effects of procrastination.

Sometimes the argument going on between the limbic system and the prefrontal cortex isn’t a bad thing. Sometimes you may choose to delay doing something because it’s the best idea at the time. For example, I wasn’t going to write this article until I was more focused — I didn’t want to write a half-hearted piece.

Others who have embraced procrastination have claimed that they make better decisions, provides insights, and sparks creativity. Sometimes structured procrastination can help you get more done and eliminate unnecessary tasks. At the same time, chronic procrastination should be avoided. Restraining yourself from procrastination is because practicing poor habits can become — well — habits. Patterns have severe consequences, and you don’t want the habits that will harm you.

The most apparent negative impact would be missing deadlines. For instance, not filing your taxes on time, failing to submit a project by the due date, or waiting to buy a birthday present for your spouse at the last minute. All of these actions and non-actions will affect your career and personal life. As a result, poor-action habits can damage relationships and put your health in jeopardy.

Science Behind Procrastination: The Different types of procrastination.

Hopefully, you have a better understanding of what procrastination is and what impact — for good or not-so-good — this action will have in your life. Keep in mind, non-action is still an action. If you have made a decision and taken the “action of not acting” — there will always be a consequence.

Now it’s time to figure out which type of procrastinator you are so that you can get to the bottom of why you’re not getting things done. Or you’ll want to know why you are doing other things instead of making a plan and working the plan. According to psychologist Neil Fiore, and author of Awaken Your Strongest Self, there are five common types of procrastinators:

  • The Perfectionist.

    Perhaps the most common kind of procrastinator who strives for the best and is their own worst critic because they don’t want to be embarrassed. “They may spend too much time on one component of a project, failing to manage their time properly. Or, they avoid the project altogether, then rush to finish it at the last minute,” writes Fast Company‘s, Gwen Moran.

  • The Imposter.

    “Afraid of being revealed as unqualified or inferior, this procrastinator puts off doing anything to avoid that risk,” adds Moran. “Often, this type of procrastinator has learned to feel like an imposter when they are surrounded by people who are difficult to please.”

  • The Dread-Filled.

    Out of all the different types of procrastination, this person is the most rational. After all, when you can’t stand what you’re doing — it’s almost impossible to find the motivation to get started.

  • The Overwhelmed.

    The overwhelmed individual is a more contemporary type of procrastinator and one that I feel a lot of entrepreneurs fall into this category. “Sometimes, there’s just too much to do, and it’s hard to figure out where to start—so we don’t do anything,” Fiore explains and is quoted by Moran.

  • The Lucky One.

    “Some people believe they do their best work under pressure, so they procrastinate until their back is up against the wall,” Nicole Bandes, founder of the consultancy the Productivity Expert,” told Moran. “If they have a history of doing this without consequence, they’ve essentially been rewarded for procrastinating.”

What drives procrastination.

We’ve briefly gone over why some people put off getting around to specific tasks. But, let’s dive a little deeper here. For starters, as Ishan Daftardar explains on Science ABC, as humans are simply wired and driven toward procrastination. “We can picture this whole process as a fight that has been sparked between two parts of the mind when it’s faced with a tedious task: a battle of the limbic system (the unconscious zone that includes the pleasure center) and the prefrontal cortex (the internal “planner”).”

“When the limbic system dominates,” continues Daftardar, “the result is putting off until tomorrow what could (and should) be done today.” Simply put, procrastination “all comes down to one simple thing – the wiring of your brain.” It should also be noted that the limbic system is one of the most dominant parts of the brain. It also controls mood and instinct.

An “instinct” means that emotions like fear, anxiety, anger, insecurity, and pleasure are all a part of this vital system. If emotions and instincts tie into procrastination, it’s easy to see that if you have to do something painful or stressful this system will urge you to stay away from it. Your instincts or emotions may be telling you something like, “danger, too much work,” when if fact, there would be less work if you just hurry and get the work done.

But you already know that emotions often have something irrational going on — somewhat like a “history program” running an app in the background of your mind. The old “history program app” is going to serve-you-up images, maybe even sound, to the weaker portion in your brain — the prefrontal cortex. “The prefrontal cortex (as we’ve just read), “is where you assimilate information and make decisions, says Daftardar. “The prefrontal cortex is what eventually forces us to complete a job or task.”

However, it takes some effort on your part to get the job done because the prefrontal cortex doesn’t work automatically. The reason behind this fact is that the limbic system takes control whenever we don’t succeed at a particular task. As a consequence, “you become more interested in doing something else that pleases you,” adds Daftardar.

Don’t forget about the amygdala.

There’s also the amygdala in there competing for attention. This “is the section of the brain associated with our automatic emotional reaction to a situation.” Whenever we feel stressed or overwhelmed, such as when having to tackle a challenging activity, a fight (resistance) or flight (ignore) reaction kicks into play.

“Both are forms of procrastination  — the brain is protecting us against possible negative feelings,” concludes Daftardar. “The norepinephrine chemical takes over, causing increased levels of fear and anxiety. That’s when adrenaline gets pumped into the picture.”

Dr. Tim Pychyl, professor of psychology and member of the Procrastination Research Group at Carleton University in Ottawa, has a much more straightforward explanation in the New York Times. “Procrastination is an emotion regulation problem, not a time management problem.” Is this statement by Dr. Pychyl is true? I hate to think it’s true — but anything to do with how you get your business accomplished each day — and how you face the demands of making a living — bears taking a close look.

Here are other reasons why you might procrastinate.

There are, of course, more specific reasons why people procrastinate. For example, technology has changed our cognitive control thanks to frequent buzzings throughout the day. In other words, all of those notifications on your smartphone are diverting your attention.

Another reason is that we have difficulty visualizing our future selves. According to a study conducted by psychologists Neil Lewis of the University of Michigan and Daphna Oyserman of the University of Southern California, “when people viewed distant events as days, instead of months or years, they took action more quickly.”

Pamela D. Garcy Ph.D. adds that procrastination can be caused by:

  • A lack of self-compassion.
  • Learning this habit from role models like your parents.
  • Believing that you can’t effectively complete a task.
  • Being bias towards a specific task.
  • Underestimating how long it takes you to get something done.
  • Depression or anxiety.
  • Feeling physically or psychologically uncomfortable.

Finally, avoiding anything that has negative associations is rewarding. “Our brains are always looking for relative rewards. If we have a habit loop around procrastination but we haven’t found a better reward, our brain is just going to keep doing it over and over until we give it something better to do,” psychiatrist and neuroscientist Dr. Judson Brewer, Director of Research and Innovation at Brown University’s Mindfulness Center, told the New York Times.

How can you overcome procrastination?

You can’t tell yourself to you snap out of it. Sometimes it requires you to do some rewiring of your habits. Dr. Brewer recommends that you give your brain a “Bigger Better Offer” or (B.B.O.).” What the BBO is saying, is get a reward for yourself that’s more substantial than the avoidance is giving your brain.

Forgive yourself quickly whenever you dilly dally. Other times you can stop procrastinating by merely establishing goals and routine. And, if that doesn’t work, then you should also try out the following techniques to overcome procrastination once and for all.

Awareness.

According to Princeton University’s McGraw Center for Teaching and Learning, the first steps to overcoming procrastination is to understand the reasons why you procrastinate:

“As with most problems, awareness and self-knowledge are the keys to figuring out how to stop procrastinating. For a lot of people acquiring this insight about how procrastination protects them from feeling like they are not able enough, and keeping it in mind when they are tempted to fall into familiar, unproductive, procrastinating habits goes a long way to solving the problem.”

After you’ve identified the root cause of procrastination, you can begin to take action. You may actually discover that it doesn’t take a whole lot to stop procrastinating. For instance, you may only need to change your environment, set deadlines, eliminate common distractions, or try telling others about your goals.

Do the worst thing first.

“We have a limited, depletable supply of willpower and resources,” says Piers Steel, Ph.D., a professor of human resources and organizational dynamics at the University of Calgary. Steel is the author of The Procrastination Equation: How to Stop Putting Things Off and Start Getting Things Done. To counter this depletable supply of willpower, tackle your most challenging or heinous task first thing in the morning when you have the most energy.

Mindful training.

You will usually procrastinate because you feel anxious or overwhelmed. One of the best ways to combat this is through mindfulness. “Research has already shown that mindfulness meditation is related to amygdala shrinkage, expansion of the pre-frontal cortex, and a weakening of the connection between these two areas.” This statement was said by Prof Tim Pychyl from Carleton University to the BBC. Apps like Calm or Headspace can help you get started in becoming more mindful.

Get rid of catastrophizing.

“One of the biggest reasons people procrastinate is because they catastrophize, or make a huge deal out of something,” writes Elizabeth Lombardo Ph.D. for Psychology Today. “It may be related to how tough, how boring, or how painful it will be to complete the task; whatever the case, the underlying theme is that doing the task will be ‘unbearable.’”

“In reality, challenges, boredom, and hard work will not kill you — or even make you sick,” adds Lombardo. “Procrastination, on the other hand, is associated with stress. Think of the stress you feel when you avoid making a phone call you know you need to make.” The solution then is to “keep things in perspective and assuring yourself that you can “get through it.”

Use the five-minute rule.

“If you don’t want to do something, make a deal with yourself to do at least five minutes of it,” says Instagram co-founder Kevin Systrom. “After five minutes, you’ll end up doing the whole thing.” This strategy of “just starting” works for a couple of reasons. The first is that it encourages us to break down larger goals into more manageable pieces. The second is because of a psychological phenomenon called the Zeignarik Effect. This “effect” means that you have the tendency to remember unfinished tasks. So, in theory, if you start something, it will stick with you until it’s completed.

Practice self-compassion.

Research has found that self-forgiveness is one of the best cures for procrastination. Sounds simple? Not really. But, the sooner you forgive yourself and move on from past procrastination, the more likely you’ll experience any further delays.

Change your thinking.

“You may be procrastinating because you feel that you’re being forced by someone else to perform a task that you don’t want to do,” writes entrepreneur and lawyer Marelisa Fabrega. For example, you may feel like your co-founder is manipulating you in fixing a bug on your app. Obviously, you don’t like feeling this way — so you do everything but fix the bug issue. To get around this propensity inside yourself — start telling yourself that you choose to fix the app instead of believing that you have to.

Use your calendar.

“Put the tasks you need to do in your calendar — and commit yourself to get them done,” suggests Paul Petrone in a LinkedIn post. “The act of writing things down (as well as the satisfaction of crossing them off your list) will increase the chances you’ll do them on schedule.”

 

4 Business To-Dos to Tackle For Spring Cleaning

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Business professional sitting outside working on laptop next to spring flowers

Just as spring brings nature back to life, spring can also be a time to renew your business. Spring-cleaning your company can mean less clutter, more clients, and more time to interview prospective employees.

But unlike your home, spring-cleaning your business isn’t as simple as throwing things in the dumpster. Here’s how to be strategic about it:

1. Give your brand a fresh look. 

You know the saying: If it isn’t broken, don’t fix it. Although this applies in certain contexts, your company’s brand is not one of them.

Ask yourself: Is our website outdated? Does our motto still ring true? Does our product’s packaging attract attention? If you’re second guessing the success of something, chances are it should be changed. 

According to Forbes contributor Jessica Kleinman, there are five words to live by during the rebranding process: research, input, goals, support and process. 

Rebranding brings drastic changes, so you must be prepared before making any decisions. Start by meeting with your team to talk about the pros and cons of your company’s brand. Compile the feedback, and then make the final call about what’s in your budget to improve. 

When announcing your plans, explain how you expect the company to benefit from the brand changes. Support is key: If your team isn’t behind the changes, make tweaks until you all agree. Build all those details into a brand style guide. 

2. Get organized. 

Spring means it’s time to kiss the office clutter goodbye. 

Start by throwing away anything that you no longer need. This means no more stacks of papers, capless pens, and broken staplers sitting on your desk. Next, find an organizing strategy that works for you. Try out color coding, filing documents chronologically, or digitizing old records. 

Once your physical space is decluttered to your liking, shift your sights to your schedule. This is the work of becoming a better time manager: Create a master list of the tasks on your calendar, decide on what’s important, and adopt a prioritization method. 

Just like the organization of your desk, how you shift your schedule requires you to decide on a system that works for you. You could use the chunking method (blocking out specific times for uninterrupted work) or the ABCDE method (assigning a letter to a task depending on importance), for example.

3. Reflect on old goals and create new ones. 

This business to-do is similar to a New Year’s resolution — except that the chances of success are hopefully greater.

Whether you’re assessing personal or team goals, it’s important to think about previous ones. Did you achieve them, or did you forget about them? Can they be altered and improved?

Whatever the answer, one helpful approach to goal reflection or setting is the SMART method. Pin down what your goal is and then follow the break down. 

A SMART goal should be:

  1. Specific: Achieve specificity by using the 6 Ws: who, what, when, where, which and why? If the goal doesn’t answer these, narrow it more. For example, would you rather “get more clients” or “increase your account volume by 50% in eight months”? 
  2. Measurable: From minutes spent on the phone to dollar amounts, use measurable parameters to anchor your goal.
  3. Attainable: Your goals should be within your reach. It’s important to challenge yourself, but be realistic and recognize your limitations.
  4. Relevant: Any goals set should align with the company’s mission. 
  5. Timely: Create a clear timeline with action items to work toward goal achievement. 

A goal with these five components has a greater chance of becoming a reality than one without them. And when your employees understand what, exactly, you want to achieve, they’ll be more likely to buy in. 

4. Plan a getaway. 

All work and no play isn’t sustainable. If you’ve been working hard, it’s time to reward yourself with that long-awaited vacation. 

To avoid inconveniencing yourself or coworkers, avoid overlapping out-of-office periods. Also, do any work you can ahead of time. Write down deadlines or delegate tasks for anything you can’t finish before taking off. 

Do your best to minimize the amount of work you’ll have to do when you get back. Vacations are a time to kick back and relax. They give you time to clear your head in order to hit the ground running once you return. Increased productivity, less stress, and better mental health lie on the other side of your trip. 

If you’re a city person, why not spend a few days in New York City or Chicago? For seclusion, opt for a backpacking trip through the wilderness or a yoga retreat. 

Don’t let spring pass you by before planting seeds for a stronger year. Plan ahead, focus on business needs, and don’t forget to take care of yourself as a person, too. 

Time Blocking 101: Step-by-Step Guide to Mastering Your Daily Schedule

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Let’s get down to brass tacks. You’re here because you’re on a journey to find a way to manage your time better while boosting your productivity. While there hundreds, if not thousands, of options to achieve this goal, one surefire technique is time-blocking.

If you’re not familiar with time-blocking, then you’ve come to the right place. In the following article, I’ll describe what time-blocking is, why it rocks, and guide on how to implement it into your daily schedule.

What is time blocking, and why is it effective.

“Time blocking is simply a time management technique where you set aside a specific amount of time for a particular task,” explains Calendar’s Howie Jones. “For example, instead of checking your phone every time you receive an email or social notification, you would do this at clearly defined times.” However, how you decide to block out your day is at your discretion.

For Jones, he sets aside a block to check his inbox and social media before diving into his work in the morning. “There’s another block after lunch,” he adds. “And, the final one is later in the afternoon before calling work a day.”

Others, such as Bill Gates and Elon Musk, are fans of micro scheduling where their entire day consists of five-minute blocks. But, a more common practice would be to reserve an amount of time, like around an hour, to complete an important task or attend a meeting. A short break follows it, usually no more than 20-minutes, before getting back to the grind.

That’s all well and good. But why is time-blocking so effective?

For starters, while useful at times, to-do-lists are inferior. Mainly this is because they don’t account for time. You may have ten items you want to accomplish today. But, if the first two take longer than expected, you’re never going to complete the rest. Because of this, we tend to tackle those more manageable and less critical tasks first, meaning those delicious frogs just sit there getting cold.

Moreover, time-blocking discourages you to multitask. “By scheduling chunks of time for a specific task or problem, you’re promoting deep focused work,” explains Jones. “It also helps you focus less on ‘shallow work,’ which is urgent, but not essential activities.”

Time blocking also fights backs against perfectionism and procrastination since there’s a time limit attached to your daily responsibilities. It also makes it easier for you to reject requests for your time. And, it helps you reflect on your priorities by giving you a document of what you did and did not accomplish in a specific timeframe.

Are you ready to harness the power of time-blocking? If so, here’s a simple step-by-step guide to help you finally take control of your daily schedule.

Step 1: Untangle your mind.

Before you start adding blocks of time to your calendar, you first need to determine how you’re going to fill them.

It would be like building a shelf from scratch — if you possessed such a talent. You need to do a lot of planning upfront. If not, you may have a shelf that serves no purpose because the dimensions are all wrong. But, if you knew that you wanted this shelf to hold your vinyl collection, then you would first lookup plans. Now you would purchase the right materials to meet your storage needs.

Like most of us, though, there are probably a million things you have to do swirling around in your head. So, get them out of there by doing a brain dump.

It’s a simple activity where you literally write down everything that you must do. You can use a pen and paper, an app like Evernote, or your phone’s note app. Start by listing your commitments like attending a meeting or handing in an assignment by a specific date. Other items to include here would be things like your morning ritual, daily commute, or anything pertaining to your goals.

You’ll also want to include things that you would like to do but haven’t yet committed to them. And, also throw in anything that you wouldn’t mind doing down the road.

You don’t have to do this daily. But it’s something that you should frequently. Personally, I think that this should be a weekly activity, like Friday afternoon or Sunday evening.

Step 2: Identify your priorities.

With your list in tow, it’s time to prioritize it.

Thankfully, if you broke your list down into must, want, and perhaps, you’re halfway there. But, you still need to analyze it so that you can identify the items that must get done this week. Anything else can either be scheduled for a later date, delegate to someone else, or erased from your list.

If you’re stuck because everything seems essential, here are a couple of strategies to prioritize your list:

  • Determine your MITs. These are no more than three things that absolutely have to get done today.
  • Use a priority matrix. Here, you would place everything on your list into the following quadrants: urgent and vital; necessary, but not urgent; critical, but not important; and neither urgent nor important.
  • Determine the value of your tasks with the ABCDE method. Just assign “A” to your most important task, “B” for important, “C” for perhaps, “D” equals delegate, and “E” is for eliminating.
  • The Pareto Principle. Focus on the handful of activities that deliver the most results.
  • Warren Buffett’s 2-list strategy. Jot down the 25 things you want to accomplish this week. Next, circle your top five and forget the rest.

Step 3: Prepare a daily blueprint.

Now that you’ve got your priorities figured out for the week let’s figure out where to place them in your calendar.

Your first option would be to work through your tasks in chronological order. Let’s say that you have then items that need to get down by Friday. Your first two tasks would be scheduled for Monday. Tasks three and four would be scheduled for Tuesday and so forth.

I like this. It’s pretty straightforward and not overwhelming. When I wake up on Monday, I know which fish to fry — as I do for the rest of the days of the week.

Of course, there are some considerations here. First, you need to estimate how long each of these tasks will take you. If each one eats up five hours, I doubt that you’ll complete both of them on the same day. It’s not that you can’t work a ten-hour day. But, that’s not feasible when you take into account breaks and distractions. In this case, you’re looking at more of a 12 plus hour day.

Another factor would be before commitments like conference calls, meetings, appointments, or hard deadlines. It’s going to be a challenge to tackle two large tasks when you’ve got two meetings already in your calendar.

And don’t forget to work around your energy levels. We all have different times when we’re most productive based on our own ultradian rhythms. Track your own so that you know when you’re most productive. As a general rule of thumb, we’re usually most alert and energetic a couple of hours after waking. Also, as the week goes on, energy levels begin to decrease.

With this in mind, you would want to schedule your most challenging tasks in the morning. You would then use the afternoon for less draining activities like meetings. Also, try to front-load your week so that you aren’t working on a high-objective item on Friday.

Step 4: Blockout your entire day.

Let’s take a breather here. I mean, I just threw a lot of information at you. But, we’re pretty much at the point you’ve all been waiting for — time blocking every day of your schedule.

Since you’ve already identified your priorities and came-up with a blueprint for your week, this shouldn’t be all that difficult. It probably goes something like this:

That’s an elementary daily schedule. But, I think you get the point. Your time has been accounted for the entire day. You’ve also blocked out time for your most important work and shallow tasks like email.

You’ve also dedicated chunks of time to your morning routine, daily commute, breaks, and family time. There’s even an unscheduled block of time just in case you didn’t complete your work in the morning, take care of back burner tasks, or you have to take care of an unexpected occurrence.

Step 5: Transition from block-to-block.

If you want to perfect the art of time blocking, then you must have buffers in-between each chunk of time. It’s unrealistic to believe that you’re going to jump immediately from one task to another. Your brain needs time to decompress and recharge.

What’s more, you need these transitional periods for things like traveling to a meeting. Let’s say that you have to go across town at 2 p.m. to meet with investors. You may have a meeting blocked out. But, if it takes you 20-minutes to get there, you should also block out from 1:30 p.m. to 2:00 p.m. It’s just a simple way to prevent you from accidentally scheduling something else that may cause you to run late to the meeting.

Step 6: Turn off and tune out.

Another way for time blocking to be useful is to eradicate those pesky distractions. Alright, eradicate might be a bit harsh. But, you get the idea. Distractions interrupt you from getting things done.

The main culprit? Your smartphone. Thankfully, you can block apps at certain times by setting limits on your phone or using tools like Freedom or FocusMe. You can also put your phone on the ‘Do Not Disturb’ mode. And, if that doesn’t work, you can always keep your phone in another room.

Besides your smartphone, you may also get distracted by co-workers or your family if you work at home. Sometimes this is unavoidable. But, you could close your office door when you need to focus on work. If they don’t get the hint, place a ‘Do Not Disturb’ sign on your door or share your calendar with them so that they can when you’re free to chat.

I suggest that you keep a distraction log. It doesn’t have to be anything fancy. Just make a note of what interrupted you and when. For example, if a noisy trash truck causes you to lose focus every Wednesday morning, put on a pair of noise-canceling headphones around this time.

Step: 7: Revise as necessary.

Finally, revise as needed.

To do this, review your calendar from the past week. How productive were you? What didn’t go as planned? For the upcoming week, move some blocks around to see if those changes were beneficial or not.

It would also be wise to use a tool like Calendar that can analyze how you’re spending your time thanks to the magic of machine learning. It can then make smart suggestions. For instance, it can keep tabs on your meetings and then recommend when they should take place, along with whom to invite.

6 Types of Meetings Entrepreneurs Should Have on Their Calendar Every Week

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You’ve got your business up and running. You’ve got a team nailed down. You have client work on the calendar. So what’s next?

That would be the meeting. 

Meeting should be used strategically, given how much team time they take. To maximize team productivity and communication, these six meetings are worth holding weekly:

1. The Brainstorm

If you’ve reflected on some current business practices and found that you’re in the market for something new, the next step is to develop some ideas. Don’t bother trying to scrape together some ideas over email; it’s best to do the work in person. 

To make brainstorms worth your while: 

  • Encourage your team to speak their minds. You can narrow down ideas later, but it’s difficult to get participation if every idea is shot down right away. 
  • The wilder the idea, the better. A wild idea can be made more realistic. Ideas that start small, though, tend to be harder to improve. Encouraging wildness can also keep the creative juices flowing during the meeting. 
  • Facilitate for efficiency. The point of brainstorming is to get as many ideas on the page as possible. However, you have to maintain some kind of structure: Have one conversation at a time, and write things down in a centralized place, such as a whiteboard. 

Having weekly brainstorming sessions will keep you and your team on your toes. Even if the ideas don’t become a reality right away, you’ll have an arsenal of things to choose from down the road. You can also use this time to workshop old ideas if you don’t need to come up with new ones. 

2. The Task Setter

The task-setting meeting is the time to put ideas into action. Think of it as the brainstorm’s older, more mature brother. 

Learning how to prioritize tasks is important in making the most of everyone’s time. The last thing you want is to focus on tasks that don’t help you reach your goals. One approach to task management that works well for task setting is the 4Ds technique:

  • Delete: Drop anything that isn’t time-sensitive or crucial to progress. 
  • Delegate: If you are not in the best position to take on a task, delegate it. Considering everyone’s strengths and weaknesses is important here. Explain the reasons for your choices, tell delegatees what they’ll be doing, and set deadlines appropriately. 
  • Defer: Some tasks can be pushed back if they aren’t as urgent as others. 
  • Do: If a task can be done quickly or needs to be finished soon, just get it done. 

3. The Status Update 

The status-update meeting is critical in determining whether the team’s actions are aligned with an overall goal. Not every update deserves its own meeting, but don’t be afraid to get everyone together once a week for a chat with the project manager. 

In this meeting, you can determine which team members are on top of things and which ones might be struggling. Luckily there are plenty of solutions if the issue is, for example, poor time management

How can you identify poor time management skills? Common signs include poor quality of work, missed deadlines, and unhealthy habits — such as getting too little sleep.

4. The Problem Solver 

You and your team should have talked about any challenges in the status update meeting. If there’s a big-picture on you couldn’t solve in that conversation, the problem-solving meeting can help you find a solution.

Whatever the problem, use this four-step framework to get to the bottom of it:

  1. Gather a list of potential causes of the challenges.
  2. Brainstorm some helpful resources. 
  3. Make a list of potential solutions or approaches. 
  4. Decide on recommendations for action by debating solutions and agreeing on one. 

5. The Sales Check-in 

Because the green keeps the business going, it’s important to give extra attention to sales. But these meetings, like any other, can lose you money and productivity if not done correctly.

Sales check-ins should be grounded in hard evidence. Be sure you bring at least one of three things — and ideally all three — to every sales check-in: data, feedback, or action. 

One topic to chat through at these meetings? How salespeople are following up with clients after a sale. Follow-ups can engage customers, leading to higher lifetime value. This can be as simple as inviting customers to webinars or more hands-on, such as volunteering with customers on a cause they support.

6. The Team Builder 

Team building is one of the most beneficial things you can encourage as a leader. It’s as critical, if not more, than talking through the numbers. 

When team members get to know each other more deeply, they get a better sense of one another’s strengths, weaknesses, fears, and capabilities. They enjoy working together more, improving efficiency while minimizing employee turnover. 

Team-building activities can range from chili cook-offs to icebreaker games. It’s up to you to decide what your team will enjoy.

Meetings may not always be fun, but they should always be valuable. These six meetings make sense to hold at least once a week. Can you think of any others?

Productively Managing an Executive’s Calendar

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Whether you’re an intern, assistant, or helping out a friend or family, you may be asked to help manage someone else’s calendar. That responsibility should never be taken lightly. They need their day to run as smoothly as possible to protect their business, reputation, and well-being. Here’s how to productively manage an executive’s calendar.

But, what if you’re new to calendar management? Well, here’s how you can effectively achieve that. And, as a perk, you can take this experience and apply it to your own life. Who knows? It may even help transform you into an effective leader yourself someday.

And, if you’re an executive who still manages their own calendar, then these tips will also apply to you.

Get to know your executive.

Imagine that it’s finally time for you to host your friends and family for a holiday feast or reunion. In all of your excitement, you probably didn’t take into consideration the dietary needs and preferences of your guests. Maybe someone is a vegan, while another suffers from celiac disease.

Did you also think about the distance that everyone has to travel to? If someone had to drive two hours to get to your house, having dinner at 8 p.m. may be too late for them if they weren’t staying over.

The point is, it takes a lot of planning to throw together a successful event. And, the same is true when it comes to an executive calendar.

You may be tempted to start filling their calendar however you like. But, remember, it’s your executive’s valuable time. That means you need to respect how they wish to spend it.

Spend some time shadowing them so that you know what their daily routine is like. Ask your boss when they prefer to have meetings or eat lunch. How do they prioritize their lists? When are they at peak productivity? How does your exec make time for their own well-being?

You could also review their past calendar to see how they spent their time.

Besides their individual inclinations, the rules of time management are undoubtedly different for employees and executives. But, you won’t know that if you don’t get actually to know your executive.

Think strategically.

There’s a misconception that when managing an executive calendar that you’re merely taking orders. They ask you to add a lunch date or schedule a team meeting, and that’s it. The thing is, to effectively manage an executive calendar, it’s the opposite.

You need to think broader and more strategically. Before filling up your boss’s calendar, you need to consider the bigger picture. Do the task event have a purpose. Does it align with their goals? What is the time commitment attached to the time request?

What’s more, you also have to realize that just because a slot is open doesn’t mean it’s available. For example, let’s say that there’s a blank block from 1 p.m. to 2 p.m. Because there isn’t anything scheduled, you book a conference call. But you didn’t notice that your boss has a meeting at 3 p.m. that’s on the other side of town. They wanted to leave that block open so that they could prepare and travel for that meeting.

Before adding something to their calendar, make sure that it’s not interfering with anything else on their calendar. You should also take into account travel time, jet lag, breaks, and work-life balance. For instance, avoid scheduling an urgent meeting on the day after they arrive home from an international trip or when it interrupts with their downtime.

Use a shared calendar.

There’s really no excuse for not having a shared calendar. A shared calendar should be readily accessible and come packed with benefits like keeping everyone in the loop. Besides, if your organization uses Office 365 or G Suite, then you already have a shared calendar at your fingertips.

Whenever someone asks what the executive’s availability is, send their calendar via email. Better yet, embed their calendar somewhere like the company’s website. It just avoids those lengthy back-and-forth communications when scheduling.

It’s essential to keep in mind, though, that you don’t want to share too much information. There’s no need for anyone else to know what your executive’s life is like outside of work. You should also customize the calendar by using the executive’s preferred view. You can also use color-coding or different fonts so that they can quickly identify calendar entries.

And, integrate the calendar with tools like Calendar. It works with Google, Outlook, and Apple calendars. But, it also used machine learning to make smart suggestions on how to schedule your executive’s time.

Run a better medical practice appointment schedule.

You don’t have to be involved with a medical practice to run your schedule like one. After all, medical practices must maximize their schedules to keep patients satisfied and keep the office running smoothly.

So, how can this be achieved? Well, here are some tips that accomplish this goal:

  • Always start on time. If meeting beings at 1 p.m., then that’s precisely when it should start. To prevent a late start, suggest that everyone arrives ten minutes early. Even better, the meeting invite could have a start time of 12:50.
  • Plan appropriately. A doctor’s office typically sees a bump during specific times of the year, as flu season. Knowing this, they make sure that they have enough help and resources to handle the increase in patients. For you, review past calendars to see when your executive is most in-demand so that you don’t fill their calendar with less essential objectives.
  • Forge a timeline. Medical practices know in-advance how many patients they can see per day. For you, be real on how much you and your executive can accomplish realistically every day — including how many meetings can be scheduled.
  • Group similar patients. It’s more useful for medical professionals to see patients with similar conditions or histories at the same time. Mainly because it keeps your boss in the right mindset. Also, it prevents them from continually putting away and getting right the same equipment. We call this batching. It’s pretty much the same concept where you group similar activities together.
  • Schedules should reflect the patient mix. “If you have 70% Fee for Service (FFS) patients and only 30% are insurance-based, then your schedule should reflect that,” explain the team over at liveClinic. “Block out only 30% of your daily schedule for capitated patients and leave the rest for open Fee-For-Service patients.” How does this apply to you? It’s similar to the Pareto Principle, where 80% of your executive’s outcome is produced by 20% input.
  • Create organized triage. Medical professionals also have to handle emergencies. In other words, they will only see a patient at the last minute, depending on the “the symptom, appointment urgency, and appointment length.” On your end, learn how to prioritize so that your boss doesn’t fall into the urgency trap.
  • Be open all day. Of course, this isn’t possible. Even though leaders are always “on,” they need downtime to recharge and rest. To protect this time, without completely neglecting their responsibilities, use automated tools that could take care of customer service inquiries. You could also create an out-of-office message informing the other party when to expect a response or what steps to decide if it’s an absolute emergency.

Update their calendar in real-time.

An employee asks if they can schedule a one-on-one. You look at the calendar and see that the executive is free next Wednesday at 3 p.m. Both of you agree on that date and time. Unfortunately, you get sidetracked and don’t add this to their calendar. In the meantime, someone else requests this same date and time. It’s free, so you go ahead and book that event. That’s definitely disrespectful to the employee.

The sooner you had a calendar entry, the better. It’s a surefire way to prevent conflicts.

Also, if an event has to be canceled or rescheduled, make a note of that in the calendar and notify the other people it impacts.

Bonus tip: Even if something hasn’t been set in stone, maybe the other party has to double-check their availability, add it to the calendar anyway.

Foresee the future.

Obviously, you don’t possess this power. But, there are simple ways to make it appear as if you do.

Stay on top of traffic and weather reports. I would just set up Google Alerts so that this doesn’t slip your mind. The reason you want to do this is that both can impact travel.

But, there’s more to this then being weather or traffic reporter. You also need to be their timekeeper. Do they have a conference call in fifteen minutes? Either shoot them an instant message or set up a calendar reminder to give them a head’s up. If they’re in a meeting, provide them with a signal when they have five minutes to bring the meeting to an end.

You could even do small things like having lunch ideas prepared. And, know which calendar entries can be pushed back or rescheduled. Knowing and understanding the motivations of your exec can be tricky when everything is a priority. But, date-specific entries or essential and urgent tasks usually take place before anything else.

One final word of advice here. Allow for some flexibility in your exec’s calendar. That means not overbooking the boss’s schedule where every minute of their day has been scheduled. Instead, leave some blank spaces so that they can attend to an emergency or have some free time to spend with their employees.

Review. Then review again.

Be proactive by reviewing their calendar frequently. Ideally, you should double-check your exec’s calendar every evening (right when you check your own calendar — or at least first thing in the morning. That may sound like overkill. But, it’s always better to be safe than sorry. For instance, let’s say you notice that a meeting invitee had to cancel at the last minute. You need to let your executive know the information as quickly as possible so that they’re not still planning their day around this event.

I’d also suggest that you review their calendar for the next two weeks. It allows you to address any possible conflicts and make sure that everything is still on track.

And, most importantly, make sure that their calendar has been successfully synced across all of their devices.

Find a system that works for both of you.

Finally, find a system that works for both of you. Even though you might do everything digitally, the other person may not be as tech-savvy. As such, you may want to print out their calendars for them so that they can still access their schedules offline.

While this takes some trial and error? Certainly. But, once you get into a groove, it will make managing an executive calendar much easier.

5 Best Practices for Controlling Your Calendar Notifications

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Small Business Owners and Social Media: How Much Time to Spend Online

Buzzes, beeps, dings, and swishes are the sounds of the workday. They’re useful, but they’re also distracting.

Constant notification noises put you in reactive mode. Working reactively is stressful, gets in the way of proactive thinking, and zaps energy you should be spending on focused work. But aside from silencing your computer or phone entirely — which may cause you to miss a call or a key appointment — what can you do to control them?

Setting boundaries is important if you want to use your time wisely. Try these five best practices to quiet the noise and boost your productivity:

1. Know your options.

The default settings in your scheduling software are not your friends. Find the settings menu, and start exploring. Keep in mind your options will differ depending on the device you’re using. 

Start with your device’s global settings. If you have an iPhone, you’ll see a notifications menu in the “Settings” app. A similar menu exists on Android devices. Here, you’ll find options for where notifications appear, how long they linger, and if your phone buzzes or dings upon receipt. 

Take the same approach on your computer. You might find an option that provides a heads up without annoying noises. For example, did you know that Microsoft Outlook can send you text notifications, summarizing your calendar for the day? Knowing your alert options is the first step in developing a system that serves you. 

2. Be selective.

Again, notifications exist to serve you, not the other way around. To regain control of your calendar notifications, choose which apps you actually want to hear from.

Say you’ve elected to receive Slack notifications on both your laptop and smartphone. Slack can notify you about every message in every channel, only on select channels, or only when you’re tagged. Those settings can be customized for each device. 

If you operate on-the-go, you might turn off all desktop alerts but opt to receive notifications from certain channels on your phone. If you stay close to your desk, you could opt for the opposite.

Personally, I prefer to turn off all notifications on my phone, except for those directly related to calls or texts. On my computer, I opt for email and Slack notifications. 

3. Use your senses.

Toggling the on/off switch isn’t the only way to control audio alerts on your devices. Your device’s notification settings allow you to adjust which apps send you vibration or audio notifications.

A favorite trick of mine is adjusting the sound alerts in Outlook. I don’t want to hear a chime every time a new email or calendar reminder occurs. Only when I receive an email directly from my team do I hear a chime. That sound signals to me that I should put down whatever else I’m working until I check whether the email is important and time-sensitive. 

4. Do more with your inbox.

Even if my email inbox is overflowing, I prefer to receive a notification there instead of on my phone. Here, I can sort, prioritize, and save messages until I’m ready to address them.

Many scheduling tools, including the one I use, allow you to send yourself reminders at appointed times. I set a monthly reminder to pay my credit card bill, so I receive an email at 9 a.m. the day before the bill is due.

I might accidentally dismiss the notification on my phone, but I can’t miss the email reminder in my inbox. Then, I mark it as important to keep it top of mind.

Try setting your calendar to email you 15 minutes before a meeting. To take it a step further, assign that email a special sound. 

5. Get focused.

Notifications are the enemy of deep work. Especially if you are about to engage in multitasking, turn your devices to “silent” and move them out of sight. Close Gmail, Slack, and any other applications that you’ve set to send you notifications.

If you need a notification to know when to stop, set a kitchen or online timer. Don’t use your phone for this because once the timer dings, you’ll be tempted to dive back into the notifications. 

Give yourself a block of uninterrupted work time — as well as one for personal time — every day. Sleep with your phone in airplane mode (or out of the bedroom entirely) so that your morning alarm doesn’t greet you with a list of notifications. Ironically, setting a calendar reminder for notification-free time can help with this. 

If you’re constantly feeling stressed out and overwhelmed, try taming your notifications. Trust your brain to remember what’s essential, and set your devices to remind you of the rest.

10 Strategies for Turning Your Employees into Leaders

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Leader meeting with employees

Over the last several years, numerous reports have been published proclaiming that there is a leadership shortage. If true, this should be a concerning issue. More than ever, businesses are facing increased competition and disruption. No wonder so many studies, like this one from Deloitte and LinkedIn, have found that developing leadership is a top priority.

The thing is, successful companies don’t go out and recruit people to fill these gaps. The best businesses grow their own leaders. A business can turn its employees into leaders by using the following ten strategies.

1. Make a smart investment.

When interviewing candidates, imagine them being a part of your organization years down the road. Don’t just think of them for what you are hiring them for, think of them as a leader and view them as such. Do they have that potential?

Sure. You can’t predict the future. But, what’s the point in investing in an employee if you’ve trained them up for a competitor? Or, what if they have the talent — but aren’t a good fit for your company culture? You’re going to not only have to let them go, but you’ll also have to go through the hiring process all again.

When hiring potential employees, make sure that they possess the skills that you need both now and in the future. The new employee needs to gel with your company’s culture and be excited about your products and services. You should check their references to see if they are trustworthy and have integrity.

When you find the ideal candidate — do all that you can to retain them. Paying them a competitive salary and offering perks that they care about are prominent places to start.

2. Know who they are.

Another way to hold on to your top talent and potential leaders is to get to know them better. Discover their strengths and weaknesses. Find out what motivates and interests them inside and outside of work. Stay connected with them and ask how they’re doing.

Knowing your team on a deeper level creates a more positive work environment. It also shows that you genuinely care about your employees. You can also use this knowledge to begin shaping and inspiring them to become a leader. For example, if they lack communication skills — then you could show them the basics of nonverbal communication and recommend that they take a public-speaking class.

Not sure how to do this? Well, you could have informal chats with your team during breaks. Invite them to lunch or schedule a one-on-one walking meeting. Ask for their feedback through surveys. And, you could also have monthly team-building activities where you get to understand who they indeed are. You may even get to see their hidden talents in-action.

3. Help them drop bad habits.

“Habits play an important role in our health,” says Dr. Nora Volkow, director of NIH’s National Institute on Drug Abuse. “Understanding the biology of how we develop routines that may be harmful to us, and how to break those routines and embrace new ones, could help us change our lifestyles and adopt healthier behaviors.”

At work, you could steer them towards more healthy routines. For example, you could suggest that they implement a morning routine where they exercise and eat a healthy breakfast, instead of sleeping in and grabbing a doughnut. Another idea would be letting them know the importance of work-life balance by not sending them emails when they’re not working.

Additionally, you could show your employees how to change their routines to be more productive. For instance, as opposed to checking your phone every time you receive a notification, block out specific times for this action. Encourage them to work on their most important tasks when they have the most energy.

And, you could also help them break those bad habits that are holding them back from work. Examples would include never taking breaks, always being late, making excuses, and preferring only to work alone. You wouldn’t want to see these habits in an employee, let alone a leader who is supposed to be setting an example.

4. Teach and encourage them to network.

“Networking is not only fun but essential to individual growth and business development,” writes Andre Lavoie in a previous Entrepreneur article. “Start small by encouraging networking within the workplace during lunch hours or at after-work events.” When they feel more comfortable, have them go outside of your organization by attending industry events.

“Networking will teach them how to forge powerful connections, initiate conversations with strangers, and act with the confidence of a leader.” The power of networking can open the door to new business opportunities and gives your team the chance to exchange ideas. And, “networking can help turn good employees into great leaders by raising their reputation within the industry,” adds Lavoie.

5. Provide plenty of opportunities for them to learn.

The only way that your employees are going to develop both the hard and soft skills to become a leader is through proper training. You can’t go wrong with tried and true techniques like formal education and training. You could also pay for them to attend workshops and industry events. Another idea would be to suggest consuming content like books, blogs, podcasts, or videos that could help them improve upon their weaknesses.

Personally, I learn best by doing. So, delegate some of your responsibilities to them. You could also let them take over an upcoming meeting. You’ll want to be there to guide your employees as they navigate new skills — but allow them to fail a bit. After all, failure is often the best teacher.

6. Find time to mentor.

As a leader, being a mentor within your organization is a must. Besides being beneficial and rewarding on your end — it’s one of the best ways to boost the careers of your employees. Mainly mentoring provides opportunities for you to pass on your knowledge bass to potential leaders.

As a mentor — you’ll help mentees set and achieve short-and-long-term goals. You’ll also be there to help them work through any difficulties. And, because you’re their biggest fan, cheerleader, and advocate — you can motivate and reassure them when they stumble.

If you don’t believe that you have the availability or know-how to be a mentor — that’s not a problem. Refer this individual to someone who you think can guide them — don’t just toss them out.

7. Encourage decisiveness and accountability.

If you are continually micromanaging and criticizing your leader-in-training, they will fall.

“One important trait of being a leader is the ability to make decisions and to be accountable for your actions,” writes Lolly Daskal. “When you give your employees autonomy and authority, you’re telling them you trust them.” As a result, they’ll “step up and surprise you with how much they can do if they know you are counting on them.”

8. Help navigate organizational politics and culture.

“Although ‘politics’ is often viewed as a dirty word, it’s the way things get done in organizations,” writes Dan McCarthy for Balance Careers. “Your staff needs to know this and learn to navigate the office culture.”

How can you achieve this? McCarthy suggests job shadowing and role-playing as “ways to educate employees about the ins and outs of being politically savvy.”

I’d also add that you must get everyone on the same page regarding company policies and standards. And make sure to cultivate a positive work environment where respect and transparency are the norms.

9. Keep them well.

When your employees aren’t at 100%, either physically or mentally, their productivity and overall well-being suffer. So, if they’re sick, tired, and burned out in their current position — you can’t expect them to thrive in their work now nor the future leadership role. It takes a long time to rehire — consider keeping your employees well, both mentally and physically.

You can encourage your employees to prioritize their health by launching an employee wellness program. You could also promote preventive care, provide healthy snacks, and encourage them to be more physically active. Other options would be to show them how to manage their stress correctly and where to seek help when needed.

Most importantly, I would suggest that you be open about your own health struggles, especially when it comes to mental health since this will remove any stigmas. There has been a lot of research showing that people want their employers to discuss mental health, especially if you have Millennial and Gen Z employees.

10. Teach them practical time management skills.

If your employees are struggling with time management now — then how will they fare once in a leadership position? From my experience, not very well. You can help your team solve their time management problems by setting clear expectations and timelines.

Train your employees well in time management right in the beginning and recommend they conduct a time audits continually. Suggest that they protect their maker time. I’d also share with them a variety of time management techniques that have worked for you. Examples would be prioritizing goals, eating the frog, the 80/20 rule, block scheduling, and saying “no.”

6 Tips for Mastering Appointment Reminders for Your Clients

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Want to Get More Done? Organize Your Thoughts

Your clients are busy people. They don’t need a reminder for every email you send, but sending no reminders whatsoever isn’t a smart strategy, either.

You could take the age-old approach of sending three reminders — one far in advance, the second a few days before, and the third the day of — but that’s a lot of reminders. When the appointment rolls around, your client may walk in annoyed with you. 

Going the no-reminder route can leave clients wondering whether the meeting is still happening, or whether it’s slipped your mind.

The question is, how can you strike a balance between the two?

1. Always confirm via email.

No matter how you set the appointment — over the phone, in-person, via text, or in an email — make sure to confirm the scheduled time via email. An email is a searchable record that clients can check if in doubt of the details.

If applicable, copy the client’s administrative assistant to make sure it gets on their calendar. To avoid crowding the client’s inbox unnecessarily, ask whether reminder emails should go only to the assistant in the future. 

2. Make time to personalize.

It wouldn’t be wise to promote an event or product without a plan; take the same approach with your meeting reminders. Every email and text message you send is a representation of your brand.

To track your meetings and appointments, invest in an online calendar tool. Block off time to create customized reminders. If you’re worried you’ll forget, set your calendar tool to remind you to do it. 

This might seem a little extra, but the personal touch is important. If you allow your online scheduling service to fire-off automatic, robotic appointment reminders, chances are clients will dismiss them in the swarm of other system-generated reminders they receive.  

3. Stay on the radar.

Reminders do not necessarily need to be about a meeting. Clients encounter your brand in all sorts of contexts, so be sure to use those touchpoints as subtle, positive reminders.

Take social media. Encouraging clients to follow you on Instagram and Facebook keeps you top of mind while they’re using those channels. The content you post can trigger them to think about the upcoming appointment. 

Do the same if you send an email newsletter. Add clients to your list so that your business regularly shows up in their inbox. And if you host experiential events, be sure to invite clients to those activations, too. 

4. Send a response-worthy reminder. 

An unanswered meeting reminder can leave you wondering if the client is still planning to attend. The solution is to write a reminder soliciting a response.

Try opening your message with a question. You might ask about the client’s progress on her latest project, or whether she caught the big game over the weekend.

One way or another, get personal. A message that suggests a real person is behind it is harder to put off. Plus, it’s a great way to maintain a long-term client relationship

5. Include an agenda.

Appointments can be a big waste of time if the agenda for them isn’t set ahead of time. Shortly after the meeting is scheduled, develop an agenda and set it to everyone who plans to attend.

A reminder with an attached agenda not only serves as a reminder, but it also gives the client a way to prepare. Meetings are maximally productive when both parties arrive prepared. 

6. Make multiple reminders meaningful.

Sending multiple reminders is not always a bad idea. If a client schedules an appointment months in advance, it’s a good idea to send at least two: one confirming the meeting, and one a day or two in advance of the conversation.

Those messages should not look the same. Use them to build social capital with the client or to grow the client’s knowledge of your business. An introductory survey with questions about the client’s business, interests, and needs can both break the ice and help you provide a better service.

As you learn the art of appointment reminders, check in with your clients. Do they see the reminders you send as useful? Is there some piece of information you might be neglecting to include? You might be surprised at just how much they appreciate hearing from you.

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