Do you feel that you need to be getting more done in less time? Many times we all feel overwhelmed with the tasks at hand. It is a full-time job to handle the day-to-day problems and issues and there is no time to think about tomorrow, investigate improvements or move the business forward significantly.
The keys to productivity:
- Be organized.
- Plan things in advance.
- Focus on one thing at a time.
- Get one thing done completely.
Easy to say…a little harder to do. The key to change is to break old habits and replace them with new habits. Outlined below are various techniques designed to help you develop these new habits for better efficiency.
Ready, Aim, File
Just as you wouldn’t tolerate a shop floor where things are all over the place and disorganized, likewise office workplaces should not be disorganized and cluttered.
In Tray System
First, go to your in/out tray. This tray system should be organized as follows:
IN: Items never touched. Do not put things back in here!
PENDING: Short term items to be waiting for information from others.
OUT: Items to be forwarded to another person.
READING: Reading material to be blocked together at another time.
Þ Action Item: Organize your trays
Next move to your files. We break files into work files, project files and reference files.
- Basic Information
- Phone list
- Week 1
- Week 2
- Week 3
- Week 4
- Manufacturing Meeting
- Staff Meeting
- Person 1
- Person 2
- Work Specific Files
- File 1
- File 2
The basic information section of your work files should include files of items that you need for reference on a daily basis. These files must be close at hand!
The tickler file system should include tabs for the weeks (or days) of a month, and files for each month. Information that is needed for a specific month can be placed in the particular months while an entry is made in your schedule to remind you.
The meeting files are designed to document items to be handled at the next meeting. Write the item on a sheet of paper and throw it in the appropriate meeting file. When you are preparing for the meeting you will be reminded of all the items that you need to cover.
The follow-up files allow you to place items to discuss with each person in their file. The next time you meet with them open the file and you will be reminded of all the items to be discussed and dealt with.
The work specific files are those things that you work on a daily or weekly basis and are required for your normal routine.
Þ Action Item: Set up your work files.
Current Project Files:
- Project 1
- Project 2
Current project files should be kept separate from your routine files. File everything to do with the project in the particular file. Keep follow-up notes in your schedule.
If a project has a lot of bulk associated with it file a spot that allows you to pile al the related material together.
Þ Action Item: Set up your project files.
- Reference file 1
- Reference file 2
Reference files are those that may be required from time to time for reference but are not used in the regular routine of your job.
Þ Action Item: Set up your reference files.
Now tackle your desktop. It should be cleaned up! Get project things into project files, follow-up things into follow-up files. Throw out junk! All of it! You are not finished until everything is filed and your desk is clean.
Þ Action Item: Clean your desktop.
Þ Plan, Plan, Plan
It is essential to plan things out, otherwise there is a tendency to run from thing to thing and accomplish little or get little actually completed. We all know it is better to finish a project once we’re into it, rather than go back and forth 16 times. Each time we open the file we have to remember where we were and what we were doing.
Planning is not that difficult, but it does take some discipline. Planning also give you a visual representation of the work to be done.
I prefer to plan using a dairy that has scheduled events on one side and items to accomplish for the week on the other side.
Some people may prefer to use a daily planner but I would advise against this approach. A daily planner does not provide you enough visibility.
Þ Action Item: Set up your weekly planner.
What to Plan?
Schedule things that will take some time to accomplish. Leave open time blocks for other more routine items.
Most projects will require there our project plan, however the approach here is slightly different. In this case we want to see the progress of the project and the responsibilities. The individuals involved should schedule their responsibilities in their weekly planner.
| Project: Implement Manufacturing Software Target Date: April 1
|Project Details: Implement the sales order entry and shipping system in the manufacturing software.|
|Action Item||Person||Target Date||Date Complete|
|1. Collect customer list||John||1-Mar|
|2. Input customer list||John||5-Mar|
|3. Enter parts lists and prices||George||1-Mar|
|4. Test system||George||7-Mar|
|5. Review with manager for approval to proceed||Manager||9-Mar|
|6. Enter all new orders on system as they arrive||John||10-Mar|
|7. Enter all outstanding orders||George||15-Mar|
Handle Things At Once and Only Once
People can only do one thing at a time, but you wouldn’t know it by the way some people operate in the office. You can’t run from thing to thing and expect to be effective.
What is the sense of going through an in-box and then putting everything back? Then going through it all again later? But many people do it. They think it helps then to stay organized. But is doesn’t! To be efficient you need to handle things at once and only once.
For instance, take the top item in your in-box. Deal with it right away. File it, respond to it or otherwise deal with it. In some cases it make take 2 hours to deal with an item, so in this case schedule it and then file it in your tickle file for the appropriate date.
Block Your Time
Many times work of similar types can be grouped together and handled in a block. This is more efficient. For instance, reviewing the items in your inbox at one time, returning phone calls at one time, or responding to your email are all handled more efficiently when they are grouped together.
Interruptions are one of the most serious productivity drains on business. They occur for several main reasons:
- You haven’t finished something on time and now you’re dealing with the consequences.
- Other people are disorganized.
- There has been poor communication.
- The phone rings.
Control interruptions. Have people schedule meetings for non-urgent things. Remember at those meeting block everything together than needs to be discussed with that person and deal with it all.
Just as you need to ensure that you get your tasks done properly and on time, you need to ensure that other people follow-up and return information to you on a timely basis. Your follow-up system needs to be streamlined and relentless. Your people need to understand that when they commit to doing something by a certain date that it must be done, or they need to report back to you that they are having trouble and would like to defer the date.
It’s All About Systems
Are there routine things that you need to do, or have done, that require a lot of effort and concentration to prepare? These things need to be moved into smoothly operating systems. Things that should be done using documented systems include:
- Sales order entry system
- Estimating systems
- Shop release systems
- Quality systems
Other things that should be systemized:
- Month end sales and bookings reports
- Standard cost analysis
- Financial reports
- Productivity measurement systems
In other words, information critical to the operation of your business should be generated monthly and automatically without people having to chase it down or ask for it.
Stay focused and make progress every day on something that moves you forward on a sustainable path. Do these changes come easy? Of course not. If it were easy, you would have done it already. However, once your plan gains some momentum you will be amazed at the results.
A Word About Using This Report
In order to get value from this report you will need to do the action items and implement the strategies in your business environment, and sometimes this can be challenging. You will need to be persistent and diligent in your follow-up. You won’t get any positive results unless you take action on the information and strategies outlined!
About the Author
Mr. Ray Smalley is a veteran CEO who works with owners and managers who are frustrated with their business performance. He is a specialist in business troubleshooting and strategy.
He has led the management team for companies that include manufacturing, technology, service and construction, from $3 to $50 million in sales. In each case, he achieved outstanding increases in sales and profits in very mature or declining markets, including turnaround situations. He is able to provide leadership for all levels of the organization and effectively manage change.
Mr. Smalley graduated with the top award in his engineering class and graduated from Honeywell’s internal Executive Management Program presented by Harvard Business School.
For a free phone consultation, Ray Smalley can be reached at 1-800-596-0351
(c) 2013 Ray Smalley, VenPlan Inc. All rights reserved.
The contents of this paper are copyrighted and, as such, may be used for personal use only. Duplication and/or commercial use of this material is expressly prohibited without written permission of the author.