Higher Skills and Better Results in Scheduling

clock-sfe-wall-clock-35.jpgI found an interesting article on the power of rituals at the Harvard Business Review publishing blog.

I took the excerpt article from the post entitled “An 18 Minute Plan for Managing Your Day.”

It talks about  the power of scheduling and moving from a Yellow Belt to a White Belt in the practice of “Scheduling.”

In their book The Power of Full Engagement, Jim Loehr and Tony Schwartz describe a study in which a group of women agreed to do a breast self-exam during a period of 30 days. According to the results, 100% of those who said where and when they were going to do it completed the exam. Only 53% of the others did the exam.

In another study, drug addicts in withdrawal (can you find a more stressed-out population?) agreed to write an essay before 5 p.m. on a certain day. Per the results, 80% of those who said when and where they would write the essay completed it. None of the others did.

If you want to get something done, decide when and where you’re going to do it. Otherwise, take it off your list.

The success of these individuals is simple to explain. A schedule that has clear commitments, including time estimates, works far better than a mere list of activities for those who frequently have days in which everything that’s on their list doesn’t get accomplished.

Steve Ballmer – an Orange Belt in Scheduling?

In an earlier post on the apparent skills of Richard Branson at Capturing, what I didn’t think of doing is estimating the belt level at which he is performing this particular Fundamental.

In retrospect, it seems as if he’s operating as an Orange Belt.

Today, I was checking the recent tweets on time management, and heard this fascinating clip from Steve Ballmer, which makes me think that he’s also operating at an Orange Belt level, but he’s doing it in Scheduling.

I’d love to hear your opinion — what do you think?

Notice that he’s not using Outlook to build his time budget. In the recent series of posts I wrote criticizing Outlook, I should also have included that it’s a poor tool for time demand budgeting.

I happen to use my schedule in Outlook for that purpose, even though it’s not built for that purpose.  Clearly, he agrees.

Time Zones and Outlook Problems with Scheduling

tzmap.jpgIn an earlier post entitled: Outlook’s Shortcomings 5 -Scheduling, I described one of the problems with Outlook — it’s not designed to help a user to use it’s calendar function to manage their daily activities.

Instead,  it was only added on to the email program as a nifty way to keep track of appointments.

Users who have moved up a belt level and want to use an electronic schedule to plan and execute their day, quickly come across the program’s limitations.

One of them involves changes in time zone, a problem that I happen to be having.

The program changes entries in the calendar in an unpredictable, seemingly random way when timezones are crossed, leading to chaos.

The advice given below by pcmag.com in their article “Outlook Time Zone Problem” clearly shows the thinking that Microsoft has used — the calendar is for appointments with other people.

 

Outlook Time Zone Problem

 

discuss  Total posts: 22

I recently moved from New York to Washington. If I change the time zone in Windows from Eastern to Pacific, Outlook shifts all my appointments 3 hours. Is there a way to disable this feature? I always enter my appointments in local time and I never make calculations based on time zones when scheduling.

Blaze Cook

Microsoft Knowledge Base article number 290835 explains that if you have an appointment at 9 A.M. and then change the time zone from Eastern to Pacific, the appointment will automatically change to 6 A.M. Microsoft states that this feature is useful if you travel with your computer, but those of us who do travel with our computers know that the opposite is true. If you’ve set up three dozen appointments with clients at a trade show in another time zone, you’re in a bind. You can set your laptop to the local time zone, which changes your appointment times, or you can leave it set to your home time zone, in which case you won’t get timely reminders.

According to Microsoft, the solution is to export your appointments, change the time zone, delete the now-incorrect appointments in Outlook, and re-import the exported appointments. In your case, where you’ve moved permanently to the new time zone, you can process all of your appointments that haven’t yet occurred. If you need to change appointments during a business trip to another time zone, you can filter the exported appointments so the list includes only those meetings scheduled to take place during the trip.

Click here to be taken to the original article.

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Outlook’s Shortcomings 5 – Scheduling

calendar1.jpgScheduling is one of the more difficult practices in time management for a user to master.  At the same time it offers one of the most important opportunities to professionals who are trying to ensure peace of mind as they tackle an increasing number of time demands.

As I have mentioned in other parts of my blog, the skill of Scheduling ranges from White Belts who barely keep a schedule, to Green Belts who work with schedules that describe most activities in the day, and who are careful even about the language they use within their schedule.  As I mention elsewhere, I don’t advocate one level over another, and it’s important that a user find the level that allows for the greatest peace of mind as they define it.

However, in doing so, they should be aware that Outlook-driven scheduling is actually designed for the White Belt, and not the Green Belt.

The traditional appointment calendar probably grew out of the tool used in doctor’s offices.  White Belts think of their Outlook calendar as something used to plot meetings with other people.   For this purpose, a paper calendar works well enough.

However, professionals who deal with a great number of competing time demands each day can easily get confused when they try to  maintain a complex daily schedule in their minds.  Many fail to  adequately juggle the 10-15 time-based activities they want to  accomplish each day by just trying to remember what they think  they decided to do early in the morning.

It doesn’t take much for a mental schedule to fall by the wayside in the middle of the crisis that breaks at 10:15 pm.  At 6:00 pm when it’s finally all over, it’s hard to go back to figure out what exactly was planned between 10:15 and then.  The inevitable happens — lots of time demands fall through the cracks.

Millions of users would be helped if Outlook were to to re-designed  as an activity calendar rather than an appointment calendar.

What would that take?

Solo Scheduling In the first place, Outlook could be made to recognize the difference  between an activity that involves other people, and one that  involves only the user.  When a schedule is made, a user could  tell the program the difference between one kind of  activity and another, and when it comes to creating the schedule for the day, it could prevent users from mistakenly scheduling  themselves from being in two places at the same time.

Also, it would understand that when a user changes time-zones, that meeting times would need to change accordingly, but other solo activities “work out at the gym” would not change.  The fact that all items change times (even all day events) is further evidence that the designers of Outlook are in the mindset of giving the user a neat “appointment tool”to go along with their “email tool.”

Contextual Scheduling Also, the program would give the user the flexibility to do  more than schedule tasks, but also to schedule what David Allen  calls “contexts.”  These are no more than logical, or physical  locations that allow a user to do certain kinds of tasks e.g.  “at home” is a context that is quite different from “at the pool.”

While the program would be instructed to prevent anything from  being scheduled during the “at the pool” context, it would be  allowed to schedule activities within the “at home” context.

Strong and Weak Alarms The program would also know how to distinguish between the times  the times when a weak alarm is due (with a sound) and the times  when a strong alarm is given (by a phone call or flashing screen.)

Also, instead of just being the option to dismiss the scheduled  item in Outlook, user could have the option of deferring the item, because the reminder the appointment can safely be re-scheduled  for later.

These are just some initial ideas that come from a very different  place from the one in which Outlook’s calendar function was  conceived.

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Converting Email into Scheduled Items

Ever since I learned that I could take an email and immediately transform it to an item in my schedule with its own start and end time, I have engaged in the habit almost daily.

In Outlook 2007 it’s a simple matter of dragging the item to the day in the calendar.  Outlook automatically opens up a new appointment on the given day, and from there it’s a simple matter of entering the appropriate times.

In other applications, the task is a much more difficult one to undertake.

In Gmail, doing this simple task is no mean feat — in fact, I’m not sure how to do it at all.  Google calendar is a different but related program that opens into a different window altogether (I’d love a reader to answer the question of to convert a Gmail item into an appointment for me.)

In like manner, stand-alone calendars might by useful but their lack of connection to daily email is a big no-no.

Good software should mimic the way a user processes items that enter their time management systems, but they seem to be thinking about each function in isolation, which leads to good software for calendars (e.g. Leader Task) and good software for email(e.g. Gmail) and only Outlook that even attempts to link the two… in a clumsy way that seems to have been added as an afterthought.

The new internet PDA’s such as the iPhone and Blackberry seem to be great at email, but weak at the full suite of 11 practices that make up a time management system,and especially “Scheduling.”  (I can’t admit to knowing a lot about either PDA, and am willing to be educated by reader who can let me know if I’m wrong.)

Hopefully the day will come when someone builds an integrated system starting with the 11 Fundamentals.  I think it could be quite powerful.

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Following the Rhythms of Life

Now and again, I come across an article that I don’t quite know what to do with.
To be sure, I like the idea of setting a daily schedule that takes into account one’s daily rhythm.
This article, however, takes the idea to another level, as you’ll see.
(It’s taken from a comment made to a blog post I mentioned earlier.)
 
#1 | Nicholas Powiull | 2/16/2009 at 6:02 am

I have experienced this many times.

I did a Polyphasic Sleep experiment. I sleep only 1.5 hours in a 24 hour period. I slept 6 times around the clock. Every four hours I would take a 15 min nap. I did this for 273 days straight. Now I am only sleeping 45 minutes in every 24 hour period (I call it Powiull sleep, because nobody else has ever been documented sleeping this little for this long) and I still am experiencing the same positive effects:

1. In the first 48 hour, my intuition heightened, the mental chatter cleared (like that of a mediation state), and I begin to realize how to live in the moment rather than by a day and night schedule. I begin at once writing what I was receiving from within.

2. My logical mind dulled while my creative imaginative mind accelerated giving me a child-like sense of everything being exciting, new, fun and perfectly fine. Unlocking this part of my mind again allowed me to understand the power of the imagination to solve any problem from within (the key of life) using the engine to creative power and see many more choices that my logic couldn’t imagine by putting limiting beliefs on Self.

3. Time became non-realistic in all terms that time can be perceived since I am up for 23 hours and 15 minutes in a 24 hour period. I came to understand time as non-existent because there is so much of it. When people refer to yesterday, I can not place when one moment to a next moment was yesterday. It is all a continuous streaming reality with no approach or separation between days and nights to me. I notice the shift from day to night but I do not shift with it in form of a schedule. Instead I listen to my physical, emotional and mental bodies in the moment to signal me when it is time to do something, you would be surprised by how much you do things based on habit of a night/ day cycle.

4. During the process of adopting this sleeping pattern all my five senses dulled and when all the five senses returned, they were much sharper, aware, alert, alive and clear. As if I were in a dream all my life and just waking up to a new world that is much more vibrate and vivid.

5. I felt the elevation of my consciousness to higher states of awareness. I also feel a connection to myself, to everyone else and everything around me. This connection has made my conversations with people much more meaningful and helpful in developing and growing conscious states.

6. My dreams are more vivid, intense, and real. I often have lucid dreams and I remember my dreams quite easily, which is very helpful in consciousness advancement since dreams are a reflection of reality.

7. The ability to remember things (on a short-term and long-term span) has increased dramatically, the motivation I have has improved, and my concentration as well. I literally feel like a much more intelligent person, as if my brain waves are more active. Rather that is the case or not, it is very self-reassuring and builds confidence to a higher focus.

8. After every nap I feel refreshed, energized, wide-awake, with no feelings of tiredness, drowsiness or grogginess. Even when my naps times come around I still do not feel tired, drowsy or groggy. These feelings are non-existent to me ever since I adopted this sleeping pattern. When a naptime is close (15-20 minutes) my body gives me a signal by making my eyes slightly heavier and relaxing my body a bit more. Nothing too intense, just enough to let me know that naptime is close and every nap feels like an eight hour restful sleep.

9. All activities of stress, worry, depression, negative thoughts and seeing things as problems have vanished. The mind is the corporate that leads to all these things. The mental noise in the background that is in continuous struggle trying to make things better and always questioning with “what if” dilemmas. This sleeping pattern puts that mind chatter to rest and opens up a new way of thinking.

10. Jet lag is the result of the circadian rhythm being unbalanced. Circadian rhythm is a natural rhythm that the body adopts based on day and night schedules. When you adopt the polyphasic sleeping pattern then the circadian rhythm is replaced since you will no longer have a day and night schedule, making the experience of jet lag nonexistent.

Including clearer thoughts, feeling more awake, adjusted, aware, alive, vibrant, and energized. Also a growth in intuition, a unique scenery perception, happier with life on every level, no negative thoughts or feelings of depression, more aware to the world around me, answers to any questions I was seeking, more insight, seeing more inner knowledge, experiencing more wisdom, feeling more peaceful, and more of everything that I define myself to be.

If that is not flow, then I am not sure what is ;) and the good news is I didn’t have to practice 10,000 hours, I just had to stay mentally focused to get through the adoption period.

 

The Three Ingredients of a Daily Plan

I read an interesting post on the topic of the kinds of things that one should look to do on a daily basis.

When I found it, I realized that it covered some of the things I wanted to write in a post, on  the topic of my own daily routine.

It’s  a simple post, but I guess that’s why it caught my attention.  I have found that skipping steps in my daily routine often leads to trouble, and results in commitments falling through the cracks.

At the start of the post, the author, Marcia Francois, makes the  point that each person needs to develop their own routine, and that even a well-established daily plan should be revisited from time to time.

This is some top-quality Time Management 2.0 advice.

Here is the link to the article – the 3 ingredients of a good daily plan.

A Small, New Habit

istock_000001077068small.jpgI made a small change in one of my habits that I don’t recommend.

It’s not that it’s a bad change — far from it — it’s NOT the case that I, all of a sudden, decided to do without my favorite capture point.

The story is a simple one.  I started a project that has a tremendous number of time demands.

At the start of each day, I realized that I was starting in too much of a hurry, and needed to spend some more time Emptying, before doing things like checking voicemail and email.

I implemented the following practice:

Step 1 – check to see which items are incomplete from the prior day.  Put the in a reliable place.

Step 2 –  look at today’s schedule and configure it to my liking

Step 3 – empty my paper pad that serves as my primary capture  point

Step 4 – download email and  listen to voicemail, while moving as many items as possible away from these areas intended for temporary storage

Step 5 – schedule any new items into my calendar

As I said before, I don’t recommend these steps to anyone.  I also don’t say that they are useful.

I AM saying that  the process of adjusting one’s habits to the circumstances at hand is a critical one that no professional who is serious can ignore.  It lies at the heart of the Time Management 2.0 approach.

Prioritizing Has No Place in Many Time Management Systems

priority_matrix.jpgI remember when I finally figured out that “setting priorities” has a funny way of becoming nothing more than window dressing.

I had  a job in an engineering organization that used an elaborate system of priorities to figure out who should get the highest raise each year.  The joke was that once the elaborate engineering was done, the managers would go in and manually adjust the outputs to make sure they made sense, because the process would inevitably produce anomalies that made no sense whatsoever.

In essence, the system of priorities was just a justification used to make their gut feelings appear to be logical.

I have quite recently come across some elaborate systems for prioritizing To-Do lists.  As readers of the blog might know, I have included the practice of Listing as one of the fundamentals of a time management system.  I have also laid out different levels at which Listing is practiced, from white belt to green belt.

At the highest level described – a green belt – there is not such thing as a generic to-do list, as the schedule takes over the job of helping a user decide what to work on next from the To-Do list.  What happens to most users is that their list becomes incapable of handling the number of time demands that they must confront, and their reaction is to attempt some kind of prioritization in order to not to have to deal with all 100 items at once.

So, instead of 100 items, they only need to focus on 10 — the ones with the highest priority.

For some, this approach is sufficient.

For many, however, this approach falls apart quickly.

Here is a typical example (broken down into steps) of what happens when a user has no schedule, and simply a long To-Do list, illustrating where the breakdown occurs:

Step 1 — user makes list and sets up a priority system to focus on the top 10 items

Step 2 —  without a schedule, the user has a poor idea of when the 10th item will be finished

Step 3 — long before the 10th item is begun, circumstances change, and several lower ranked items (let’s say the 47th and 75th)  need to be moved up to the top 10

Step 4 — the prioties must be changed and 2 items from the  top 10 are replaced in the top 10 list

Step 5 — because the user has no written schedule, the items inevitably take longer than they had imagined, and when they review their mental time estimates they discover that even more items are now due and need to be assigned higher priorities because the due dates are now approaching

Step 6 — they change the priorities once again, and while they are changing them, their boss comes in with a new project which forces them to start all over from the beginning

The overall result is a little like shuffling deck chairs on the Titanic.  For many users, their system of  prioritization simply can’t keep up with the changes in their situation.  The problem is that from minute to minute, items’ “priority ranking” changes, as life’s circumstances take their toll, and there is just no way to keep up.

Instead, the solution that many users at higher belts find is quite simple.

Step 1: Items are placed in a flexible schedule that is adjusted as circumstances change.

That’s it.  There may be 50 changes in a single day, as items are moved from one time slot to another, and between days, weeks and months.  Each scheduled item takes up a time slot whose size corresponds to the amount of time it’s expected to take.

Purists might argue that the advanced user is still prioritizing.

This is where a key distinction is necessary.  When use the verb “prioritize” I mean to denote the activity that occurs when someone sits down and assigns a ranking to individual time demands.

That is the physical activity that has no place in most time management systems.

However, I DON’T take it to mean the activity of placing greater importance on one item over another as a decision is being made about when to start and end the work on that item.  That activity can be taken to be just another attribute of the item that is included in the user’s decision on the start and end times.

If they reschedule the activity, then its importance is taken into account once again at that point.  Just before they commence working on the item, they may want to ask themselves the question again.  (Here I am actually describing what happens when a user switches from one activity to another, a practice that’s called Switching in 2Time.)

The strength of the green belt’s system lies in the fact that they have removed a step (assigning a priority) while allowing the circumstances of the moment to influence their choice about what they should do at any and all points in the future.  Because they are working from a written versus a mental schedule, and are using it as a flexible planning guide, they find it easy to shuffle items around whenever the need arises.

They don’t get caught up in whether the item they have scheduled is a “1, 2 or 3,” “A, B or C” or “Red, Yellow or Green.”

All that stuff is for them, a made-up and unnecessary construct, that gets in the way of their productivity.

This is not to say that a yellow belt should not use a prioritized to-do list.  That may work perfectly for their habit patterns and level of time demands.

However, a green belt has no need for priorities because their time management system helps them to switch from task to task without the extra time and effort needed to prioritize their to-do lists.

Obama Gets it

obama.jpgI just read an interesting article that looks at the time management and productivity tactics being used by the presidential candidates.

I am happy (as an Obama supporter from the moment I read his first book) to say that “he gets it.”  According to the article, he made the following plans back in August…

Obama’s solution was to set aside time to let his brain work during his mid-August vacation. “The most important thing you need to do is to have big chunks of time during the day when all you’re doing is thinking,” he said, repeating advice he’d gotten from a Clinton administration veteran.

This struck me as critically important advice, and the article describes how difficult it is to actually implement it, given the demands from all sides to respond as if everything is a crisis of national proportions.

Someone once said that if you want to get rid of your problems, tackle even bigger problems.  This matches my experience — the big ones make the small ones fade into meaningless insignificance.

This truism can  be used to put campaigning into context somewhat.  The demands on one’s time during a campaign are nothing compared to the pressures of being Commander in Chief.  I have a feeling that George Bush is discovering that whatever problems he thought he had 2 weeks ago are nothing compared to the financial problems he finds the country, and the world, in after the announcements of the past few weeks.

In other words, the pressure of saying the right things in the upcoming debate are pretty minor compared to the decision about how to address the country in the middle of a crisis.

Which takes me back to the advice Obama was given.

It might seem impossible to keep to the advice, given the upcoming debates, speeches, strategy sessions, etc. but it seems that he realizes that it’s a good idea to develop the habit of carving out “thinking time” now, before it’s too late.   That would mean taking control of his schedule, and ensuring that when a real crisis hits he has the brain-space to deal with it.

The article can be found here: http://www.slate.com/id/2196907

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