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Back to Basics: Processing

Back to Basics: Processing

Your Inbox

    In my first installment of “Back to Basics”, I discussed the importance of your inbox – a single place for collecting all of your inputs for processing. In this installment, we’ll discuss the processing itself – how to turn inputs into action.

    In principle, processing is simple. All it means is making a decision about what to do with every piece of information that enters your life. In practice, it’s actually very hard, mostly because with a few exceptions, we aren’t usually ready to make those decisions – or to make the commitment to act that decision-making implies.

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    There are really only a handful of decisions you can make about an input:

    • you can delete it. It’s unimportant – junk mail, information you already have, reminders of tasks already completed, etc.
    • You can redirect it. If there is another person the task or information would be better suited for, forward it to them.
    • You can archive it. Anything you don’t need now but will likely need in the future – a business card or address, a vendor’s brochure, an article from a magazine – can be filed away for future reference.
    • You can record it. Information you might need again but don’t need in it’s original form can be extracted and entered into a note-taking program, your contact manager, a notebook, etc. and the original deleted/thrown away.
    • You can do it. Some inputs require immediate action and can be done at once.
    • You can schedule it. Some inputs require action but not immediately – block out a suitable length of time in your calendar to do them.
    • You can defer it. When an input requires action but you are unable to take that action, you have to defer it to later.

    Given the limited number of possible choices, it should be a relatively easy thing to power through your inbox, extract the information you need, file things away, add a few items to your todo list or your calendar, drop a few things into your outbox, and get on with things.

    But it’s not. We get hung up on things, mostly because of those pesky “defer” inputs – things we know we should do something about but can’t, for several reasons:

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    • Lack of information: You don’t know enough to figure out what to do with something.
    • Lack of resources: You know what you should do, but you don’t have everything you need to do it – money, time, equipment, manpower, etc.
    • Lack of urgency: You know what to do and could do it, but it’s not important to do it right now so you put it off.
    • Lack of authority: You are ready, willing, and able to make a decision, but don’t feel empowered to act on that decision.

    The typical pattern where any of these barriers apply is to pick something up out of your inbox, look at it, recognize that you lack something important – information, resources, urgency, or authority – to act on it, and then: you drop it back into our inbox!

    Don’t do that.

    If you’re ever going to keep on top of everything and keep your inputs from overwhelming you, it’s important to break that habit. Which means you need to change the way you think about processing and about the decisions and actions processing entails.

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    When an item hits your inbox that you’re not able to deal with immediately, it becomes a project – an outcome that will take several steps to accomplish. And the first step in that project is to solve the problem, to fill the lack that’s preventing you from completing the task.

    In order to avoid putting things back into your inbox, you need a place to keep pending projects. This could be an accordion file on your desk, or a filing cabinet drawer for live files. You also need a way to keep track of things – a project list with pointers to the pending file.

    And you need to add whatever action you need to take to make it possible to act to your todo list. “Get list of potential team members from HR for Build Team”; “Look up how to find a reliable drywall installer for Fix Hole in Kitchen Wall”; “Set appointment with VP of Marketing to discuss possible action on partnership offer for Movie Tie-In Offer”; “Read Lifehack’s Back to Basics series for Figure Out How to Process my Inbox”.

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    This isn’t all that hard – I label a file with the project name, and I tag actions in my todo list with “for [Project Name]”. And I keep a list of active projects in my notebook. Give yourself permission to reuse the heck out of your folders – you don’t need any excuse to think of something as “too small” to be considered a project. If it’s not something you could sit down and do right now, it’s a project.

    Processing isn’t hard, but it takes some discipline and some clear-thinking time. Discipline because it’s easy to get distracted and easy to put off making a decision for things that you can’t do right now. Clear-thinking time because you ultimately do need to make a decision, and you can’t do that with a thousand other things on your mind.

    So I recommend scheduling a few 15-minute (or longer) blocks of time for processing your inbox throughout the day. Close the door (if you have a door) and get into the “processing zone”. Have your file folders, label-maker (if you use one – it seems silly, but it’s quite a help in getting into the right mindset), your todo list, and a pen handy. Do the same thing at home – set aside a few minutes every day or so to process everything.

    How many times you do this a day depends on your particular situation – keep an eye on your inbox for a few days and see how often it fills up and how urgent the items that come into your inbox are likely to be. For most people, once in the morning and once about an hour before you leave work is enough, and possibly once around lunchtime. If your inbox gets full particularly fast, you may need more than 15 minutes. The trick is to find a frequency and amount of time that leaves you as free as possible to do your actual work the rest of the time.

    And do keep yourself free the rest of the time. Don’t respond to each item as it hits your inbox.  You may as well not have an inbox at all if you’re going to give the world permission to interrupt whatever you’re doing at any time and place whatever they think is important in front of your face. That way madness doth lie!

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    Last Updated on January 2, 2019

    7 Steps For Making a New Year’s Resolution and Keeping It

    7 Steps For Making a New Year’s Resolution and Keeping It

    Are you keen to reinvent yourself this year? Or at least use the new year as a long overdue excuse to get rid of bad habits or pick up new ones?

    Yes, it’s that time of year again. The time of year when we feel as if we have to turn over a new leaf. The time when we misguidedly imagine that the arrival of a new year will magically provide the catalyst, motivation and persistence we need to reinvent ourselves.

    Traditionally, New Year’s Day is styled as the ideal time to kick start a new phase in your life and the time when you must make your all important new year’s resolution. Unfortunately, the beginning of the year is also one of the worst times to make a major change in your habits because it’s often a relatively stressful time, right in the middle of the party and vacation season.

    Don’t set yourself up for failure this year by vowing to make huge changes that will be hard to keep. Instead follow these seven steps for successfully making a new year’s resolution you can stick to for good.

    1. Just pick one thing

    If you want to change your life or your lifestyle don’t try to change the whole thing at once. It won’t work. Instead pick one area of your life to change to begin with.

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    Make it something concrete so you know exactly what change you’re planning to make. If you’re successful with the first change you can go ahead and make another change after a month or so. By making small changes one after the other, you still have the chance to be a whole new you at the end of the year and it’s a much more realistic way of doing it.

    Don’t pick a New Year’s resolution that’s bound to fail either, like running a marathon if you’re 40lbs overweight and get out of breath walking upstairs. If that’s the case resolve to walk every day. When you’ve got that habit down pat you can graduate to running in short bursts, constant running by March or April and a marathon at the end of the year. What’s the one habit you most want to change?

    2. Plan ahead

    To ensure success you need to research the change you’re making and plan ahead so you have the resources available when you need them. Here are a few things you should do to prepare and get all the systems in place ready to make your change.

    Read up on it – Go to the library and get books on the subject. Whether it’s quitting smoking, taking up running or yoga or becoming vegan there are books to help you prepare for it. Or use the Internet. If you do enough research you should even be looking forward to making the change.

    Plan for success – Get everything ready so things will run smoothly. If you’re taking up running make sure you have the trainers, clothes, hat, glasses, ipod loaded with energetic sounds at the ready. Then there can be no excuses.

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    3. Anticipate problems

    There will be problems so make a list of what they’ll be. If you think about it, you’ll be able to anticipate problems at certain times of the day, with specific people or in special situations. Once you’ve identified the times that will probably be hard work out ways to cope with them when they inevitably crop up.

    4. Pick a start date

    You don’t have to make these changes on New Year’s Day. That’s the conventional wisdom, but if you truly want to make changes then pick a day when you know you’ll be well-rested, enthusiastic and surrounded by positive people. I’ll be waiting until my kids go back to school in February.

    Sometimes picking a date doesn’t work. It’s better to wait until your whole mind and body are fully ready to take on the challenge. You’ll know when it is when the time comes.

    5. Go for it

    On the big day go for it 100%. Make a commitment and write it down on a card. You just need one short phrase you can carry in your wallet. Or keep it in your car, by your bed and on your bathroom mirror too for an extra dose of positive reinforcement.

    Your commitment card will say something like:

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    • I enjoy a clean, smoke-free life.
    • I stay calm and in control even under times of stress.
    • I’m committed to learning how to run my own business.
    • I meditate daily.

    6. Accept failure

    If you do fail and sneak a cigarette, miss a walk or shout at the kids one morning don’t hate yourself for it. Make a note of the triggers that caused this set back and vow to learn a lesson from them.

    If you know that alcohol makes you crave cigarettes and oversleep the next day cut back on it. If you know the morning rush before school makes you shout then get up earlier or prepare things the night before to make it easier on you.

    Perseverance is the key to success. Try again, keep trying and you will succeed.

    7. Plan rewards

    Small rewards are great encouragement to keep you going during the hardest first days. After that you can probably reward yourself once a week with a magazine, a long-distance call to a supportive friend, a siesta, a trip to the movies or whatever makes you tick.

    Later you can change the rewards to monthly and then at the end of the year you can pick an anniversary reward. Something that you’ll look forward to. You deserve it and you’ll have earned it.

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    Whatever your plans and goals are for this year, I’d do wish you luck with them but remember, it’s your life and you make your own luck.

    Decide what you want to do this year, plan how to get it and go for it. I’ll definitely be cheering you on.

    Are you planning to make a New Year’s resolution? What is it and is it something you’ve tried to do before or something new?

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