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Playing Through The Tape: Linking Actions To Life Goals

Playing Through The Tape: Linking Actions To Life Goals

    Staring at my lists of tasks during my weekly review (about 285 the last time I checked the count in OmniFocus) my eyes start to glaze over with the thought of just how much monotonous crap there is buried in them. What’s even more daunting is as I look over my system during my weekly review I add around 30 – 50 tasks while only destroying about 25 that have gone dormant or have been completed during the week.

    If you have been a GTD or any other type of productivity practitioner over the years, you have at least been in this situation once or twice. What tends to happen when you provide yourself with ubiquitous capture is that after awhile a lot of unimportant tasks may infiltrate their way into your system; unimportant tasks that may have sounded like a good idea at the time, but no longer hold any value, or worse, tasks that you know you should complete because of some agreement with yourself or others. What happens is that your system starts to rot from the inside out, and after seeing an easy task like “call mom” sit on your list for 7 weeks you tell yourself that your system doesn’t work. You aren’t getting anything done.

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    It isn’t your system and it isn’t GTD

    The fact you have tasks in your system that are “uninspiring” and stagnant has nothing to do with how your system is failing you or how GTD just doesn’t work. This is more of a prioritization problem. GTD doesn’t talk about an old school A-B-C, 1-2-3 type of prioritization of tasks and projects but it does speak of how to make sure that important stuff gets paid attention to and the less important stuff moves to the back burner or gets trashed.

    So, please, before you change your tool or give up on GTD completely understand that this idea of “action bloat” has nothing to do with either.

      The link between actions and higher levels

      What I have come to find from reading Mr. Allen’s books as well as learning from my own experiences is that if something in my action list doesn’t sync with what I want to accomplish in my life, the chances of me doing it are pretty slim. What’s even worse is the chances of me not doing it and feeling bad about myself and the state of my system are excellent.

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      So here is where some real “soul searching”, goals, and dreams come into play. if your action lists don’t resemble what you want for your life, then two bad things can happen:

      1. Your action lists stay stagnant and build up with tasks that seem like they have no purpose (because they don’t).
      2. You don’t accomplish any long term goals because your actions lists do not resemble these goals.

      This all sounds good in theory but what about in practice? What about tasks like “take out the trash” or “clean the cat litter”? These don’t seem at all related to a higher purpose or life goal. You will run into a lot of tasks that are like this; daily/weekly/monthly tasks that seem like they are just a nuisance and don’t prove to be anything important.

      All you have to do to make sure that a task on your action list links up to life goals is “play through the tape”.

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      Play through the tape

      Hopefully everyone reading this still knows what a tape is. Anyways, the best way that I have found to make sure that your tasks on your action lists are important is by “playing through the tape” of what this action will accomplish.

      Here is an example:

      • Action: Call your mom
      • Why? Because you haven’t talked to her for awhile.
      • Why does that matter? You want to make sure that you stay close to your family.
      • Why? Because your family and family life is something that is important to you and you value it.

      Seems excessive I know, and maybe calling your mother isn’t the best example, but this little exercise can be applied to any task that is on your lists or even projects as well.

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      Here is the kicker. If you can’t “play through the tape” with a task and link it to some goal or important aspect of your life, put the task or project on your someday/maybe list or just get rid of it. If it isn’t that important there is no reason to do it, especially when you have 250 other actions that actually are important.

      As time moves on you will start to find tasks that don’t belong at all in your system and you will be able to inherently “play through the tape”. You will start to see what is important and what isn’t in your task lists and with that be able to prune and tweak your lists to match your life goals. Make sure that you try this out, especially if there is some tasks on your lists that make you think that your system is broken or GTD isn’t working for you.

      More by this author

      CM Smith

      A technologist and writer who shares advice on personal productivity, creativity and how to use technology to get things done.

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      Last Updated on January 6, 2021

      14 Ideas on How to Measure Productivity to Make Progress

      14 Ideas on How to Measure Productivity to Make Progress

      Everyone has heard the term productivity, and people talk about it in terms of how high it is and how to improve it. But fewer know how to measure productivity, or even what exactly we are talking about when using the term “productivity.”

      In its simplest form, the productivity formula looks like this: Output ÷ Input = Productivity.

      For example, you have two salespeople each making 10 calls to customers per week. The first one averages 2 sales per week and the second one averages 3 sales per week. By plugging in the numbers we get the following productivity levels for each sales person.

      For salesperson one, the output is 2 sales and the input is 10 sales: 2 ÷ 10 = .2 or 20% productivity. For salesperson two, the output is 3 sales and the input is 10 sales: 3 ÷ 10 = .3 or 30% productivity.

      Knowing how to measure and interpret productivity is an invaluable asset for any manager or business owner in today’s world. As an example, in the above scenario, salesperson #1 is clearly not doing as well as salesperson #2.

      Knowing this information we can now better determine what course of action to take with salesperson #1.

      Some possible outcomes might be to require more in-house training for that salesperson, or to have them accompany the more productive salesperson to learn a better technique. It might be that salesperson #1 just isn’t suited for sales and would do a better job in a different position.

      How to Measure Productivity With Management Techniques

      Knowing how to measure productivity allows you to fine tune your business by minimizing costs and maximizing profits:

      1. Identify Long and Short-Term Goals

      Having a good understanding of what you (or your company’s) goals are is key to measuring productivity.

      For example, if your company’s goal is to maximize market share, you’ll want to measure your team’s productivity by their ability to acquire new customers, not necessarily on actual sales made.

      2. Break Down Goals Into Smaller Weekly Objectives

      Your long-term goal might be to get 1,000 new customers in a year. That’s going to be 20 new customers per week. If you have 5 people on your team, then each one needs to bring in 4 new customers per week.

      Now that you’ve broken it down, you can track each person’s productivity week-by-week just by plugging in the numbers:

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      Productivity = number of new customers ÷ number of sales calls made

      3. Create a System

      Have you ever noticed that whenever you walk into a McDonald’s, the French fry machine is always to your left? 

      This is because McDonald’s created a system. They have determined that the most efficient way to set up a kitchen is to always have the French fry machine on the left when you walk in.

      You can do the same thing and just adapt it to your business.

      Let’s say that you know that your most productive salespeople are making the most sales between the hours of 3 and 7 pm. If the other salespeople are working from 9 am to 4 pm, you can potentially increase productivity through something as simple as adjusting the workday.

      Knowing how to measure productivity allows you to set up, monitor, and fine tune systems to maximize output.

      4. Evaluate, Evaluate, Evaluate!

      We’ve already touched on using these productivity numbers to evaluate and monitor your employees, but don’t forget to evaluate yourself using these same measurements.

      If you have set up a system to track and measure employees’ performance, but you’re still not meeting goals, it may be time to look at your management style. After all, your management is a big part of the input side of our equation.

      Are you more of a carrot or a stick type of manager? Maybe you can try being more of the opposite type to see if that changes productivity. Are you managing your employees as a group? Perhaps taking a more one-on-one approach would be a better way to utilize each individual’s strengths and weaknesses.

      Just remember that you and your management style contribute directly to your employees’ productivity.

      5. Use a Ratings Scale

      Having clear and concise objectives for individual employees is a crucial part of any attempt to increase workplace productivity. Once you have set the goals or objectives, it’s important that your employees are given regular feedback regarding their progress.

      Using a ratings scale is a good way to provide a standardized visual representation of progress. Using a scale of 1-5 or 1-10 is a good way to give clear and concise feedback on an individual basis.

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      It’s also a good way to track long-term progress and growth in areas that need improvement.

      6. Hire “Mystery Shoppers”

      This is especially helpful in retail operations where customer service is critical. A mystery shopper can give feedback based on what a typical customer is likely to experience.

      You can hire your own shopper, or there are firms that will provide them for you. No matter which route you choose, it’s important that the mystery shoppers have a standardized checklist for their evaluation.

      You can request evaluations for your employees friendliness, how long it took to greet the shopper, employees’ knowledge of the products or services, and just about anything else that’s important to a retail operation.

      7. Offer Feedback Forms

      Using a feedback form is a great way to get direct input from existing customers. There are just a couple of things to keep in mind when using feedback forms.

      First, keep the form short, 2-3 questions max with a space for any additional comments. Asking people to fill out a long form with lots of questions will significantly reduce the amount of information you receive.

      Secondly, be aware that customers are much more likely to submit feedback forms when they are unhappy or have a complaint than when they are satisfied.

      You can offset this tendency by asking everyone to take the survey at the end of their interaction. This will increase compliance and give you a broader range of customer experiences, which will help as you’re learning how to measure productivity.

      8. Track Cost Effectiveness

      This is a great metric to have, especially if your employees have some discretion over their budgets. You can track how much each person spends and how they spend it against their productivity.

      Again, this one is easy to plug into the equation: Productivity = amount of money brought in ÷ amount of money spent.

      Having this information is very useful in forecasting expenses and estimating budgets.

      9. Use Self-Evaluations

      Asking your staff to do self evaluations can be a win-win for everyone. Studies have shown that when employees feel that they are involved and their input is taken seriously, morale improves. And as we all know, high employee morale translates into higher productivity.

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      Using self-evaluations is also a good way to make sure that the employees and employers goals are in alignment.

      10. Monitor Time Management

      This is the number one killer of productivity in the workplace. Time spent browsing the internet, playing games, checking email, and making personal calls all contribute to lower productivity[1].

      Time Management Tips to Improve Productivity

        The trick is to limit these activities without becoming overbearing and affecting morale. Studies have shown that most people will adhere to rules that they feel are fair and applied to everyone equally.

        While ideally, we may think that none of these activities should be done on company time, employees will almost certainly have a different opinion. From a productivity standpoint, it is best to have policies and rules that are seen as fair to both sides as you’re learning how to measure productivity.

        11. Analyze New Customer Acquisition

        We’ve all heard the phrase that “It’s more expensive to get a new customer than it is to keep an existing one.” And while that is very true, in order for your business to keep growing, you will need to continually add new customers.

        Knowing how to measure productivity via new customer acquisition will make sure that your marketing dollars are being spent in the most efficient way possible. This is another metric that’s easy to plug into the formula: Productivity = number of new customers ÷ amount of money spent to acquire those customers.

        For example, if you run any kind of advertising campaign, you can compare results and base your future spending accordingly.

        Let’s say that your total advertising budget is $3,000. You put $2,000 into television ads, $700 into radio ads, and $300 into print ads. When you track the results, you find that your television ad produced 50 new customers, your radio ad produced 15 new customers, and your print ad produced 9 new customers.

        Let’s plug those numbers into our equation. Television produced 50 new customers at a cost of $2,000 (50 ÷ 2000 = .025, or a productivity rate of 2.5%). The radio ads produced 15 new customers and cost $700 (15 ÷ 700 = .022, or a 2.2% productivity rate). Print ads brought in 9 new customers and cost $300 (9 ÷ 300 = .03, or a 3% return on productivity).

        From this analysis, it is clear that you would be getting the biggest bang for your advertising dollar using print ads.

        12. Utilize Peer Feedback

        This is especially useful when people who work in teams or groups. While self-assessments can be very useful, the average person is notoriously bad at assessing their own abilities.

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        Just ask a room full of people how many consider themselves to be an above average driver and you’ll see 70% of the hands go up[2]! Now we clearly know that in reality about 25% of drivers are below average, 25% are above average, and 50% are average.

        Are all these people lying? No, they just don’t have an accurate assessment of their own abilities.

        It’s the same in the workplace. Using peer feedback will often provide a more accurate assessment of a person’s ability than a self-assessment would.

        13. Encourage Innovation and Don’t Penalize Failure

        When it comes to productivity, encouraging employee input and adopting their ideas can be a great way to boost productivity. Just make sure that any changes you adopt translate into higher productivity.

        Let’s say that someone comes to you requesting an entertainment budget so that they can take potential customers golfing or out to dinner. By utilizing simple productivity metrics, you can easily produce a cost benefit analysis and either expand the program to the rest of the sales team, or terminate it completely.

        Either way, you have gained valuable knowledge and boosted morale by including employees in the decision-making process.

        14. Use an External Evaluator

        Using an external evaluator is the pinnacle of objective evaluations. Firms that provide professional evaluations use highly trained personnel that even specialize in specific industries.

        They will design a complete analysis of your business’ productivity level. In their final report, they will offer suggestions and recommendations on how to improve productivity.

        While the benefits of a professional evaluation are many, their costs make them prohibitive for most businesses.

        Final Thoughts

        These are just a few of the things you can do when learning how to measure productivity. Some may work for your particular situation, and some may not.

        The most important thing to remember when deciding how to track productivity is to choose a method consistent with your goals. Once you’ve decided on that, it’s just a matter of continuously monitoring your progress, making minor adjustments, and analyzing the results of those adjustments.

        The business world is changing fast, and having the right tools to track and monitor your productivity can give you the edge over your competition.

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        Featured photo credit: William Iven via unsplash.com

        Reference

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