Using your calendar as a todo list

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Yesterday, I talked about the difference between legal work, which tends to get done because of deadlines, promises to clients, employees putting the work in front of you, etc., and discretionary work, which is basically everything else.

Marketing, management, CLE (when there is no looming deadline), and a host of other valuable tasks often get delayed or ignored because we run out of day.

I suggested setting a goal to do one discretionary task each day. That’s something everyone can do and it helps you develop the habit of doing more than what’s on your desktop or calendar.

Attorney GF wrote, “Or, you could put them ON the calendar and treat them as non-discretionary. . . Use the calendar as a to-do list.”

My thoughts:

According to David Allen, the calendar should be used only for appointments, meetings, and tasks that have a specific due date. Using it for other tasks can lead to clutter and confusion.

For one thing, how do you know how much time and energy you will have three weeks from today? You don’t, so when the date arrives and you have other priorities or you don’t feel like doing the scheduled tasks, you push those tasks to future dates. When those dates arrive and you again aren’t ready to do them, you push them further still. Before you know it, tasks start piling up, like a chain reaction car accident on a foggy highway.

I know. I’ve tried to make this work. It does not lead to a “mind like water”.

On the other hand, I have been successful using the calendar to create “time blocks” for doing related tasks.

You schedule an hour every morning for email, for example. You block out 30 minutes twice a week for writing. Or you block out 15 minutes each workday for marketing-related activities.

It works and I think David Allen would approve.

One thing I do that he might not approve of is using my calendar as a tickler system. When I have tasks I want to review or do on a future date, I add them to my calendar as “all day” appointments.

Is this different? Maybe not, but it feels different because these are reminders, not appointments or commitments. That, plus I don’t have many of them so I don’t fall behind. If I had more of them, I’d set up a separate calendar exclusively for tickler items.

This is in addition to my other task and project lists.

When I started practicing, I kept a paper diary for tickler items or “come ups” as we then called them. These reminded me to do things and to make sure I regularly reviewed every file to make sure they didn’t fall through the cracks.

I kept a calendar for appointments, court dates, and due dates, and another calendar (diary) for statues of limitations. Do they still make that big red diary?

I kept discretionary tasks on paper notes or I wrote them on the blotter on my desk. But there were so few of them, unlike my work today, that I rarely had to schedule anything.

I kinda miss those days.

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Getting things done when you don’t have to do them

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I’ve talked about this recently. You’ve got your day planned out. Appointments, documents to prepare and review, people to call, emails to send. You don’t have to think about what to do–it’s on your desktop, on your calendar, or in your email.

Most of it gets done because you have to do them. There are deadlines, due dates, and penalties for not doing so. You have people reminding you to do them and causing problems if you don’t.

Actually, it’s a pretty good system.

But what about discretionary tasks.? Things you should do or want to do that aren’t on your calendar or sitting neatly on your desk waiting for you. Things nobody will remind you to do it or ask you why you haven’t done them.

Many of these tasks are important. They will help you achieve your goals. But they reside on a long list. Overwhelmingly long. Which is why most of these tasks aren’t getting done.

The day ends, you’re tired, and you think, “I’ll start tomorrow.” But tomorrow the story is pretty much the same.

So, here’s what I suggest. Every day, choose one task on your “discretionary” list and do it before the day ends.

Just one.

It can be small. One phone call, jotting down a few notes for a writing project, reading an article. It doesn’t matter. Get it done, cross it off your list.

One discretionary task a day and you’re done.

By setting your goal low, almost ridiculously so, you will get that task done. Every day, you’ll make progress on something important.

And you’ll feel good about that. You’ll have a little dopamine party in your head and go home with a healthy high.

Who knows, you might wind up getting addicted to that feeling and do a second task.

How to get referrals from other professionals

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Weekly review ‘trigger list’

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During your weekly review, you follow a checklist of tasks, things like:

– process/empty inboxes
– review/update calendar
– check off/remove done items
– process tasks
– follow-up on ‘waiting’ tasks
– review project list
– review someday/maybe
– review goals
– and so on.

These are specific actions you do to review the previous week and plan for the following one.

After you’ve worked your way through your checklist, you might want to also review another list, a ‘trigger list’ of keywords that can jog your memory about things you might need to do that aren’t on any of your lists.

You could have a trigger list for work, with trigger words like these:

– projects started, not completed
– projects that need to be started
– clients to call/email
– former clients to email
– referral sources to contact
– research-legal
– research-management issues
– employees (by name)
– CLE
– thank-you notes
– bank/financial
– articles/blog posts
– etc.

A personal trigger list might include items such as:

– vacation
– hobbies
– birthdays
– graduations/weddings
– birthdays/anniversaries
– gifts to buy
– restaurants to check out
– amazon purchases/shopping cart
– car maintenance
– study/homework
– etc.

A quick perusal of your trigger lists might stimulate you to recall overlooked tasks to add to your inbox.

Merlin Mann posted a comprehensive trigger list some time ago. It might help you create yours.

Where do you store your checklists? Evernote is a good choice

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Shutting down checklist

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While back I told you about my morning checklist. Things I do to organize and begin my day. I’m putting together an evening checklist, things to do to wrap up the day.

An end-of-day checklist should cover three areas:

  1. Wrap up the day (e.g., clean out inboxes, update status on projects, re-schedule/prioritize unfinished tasks)
  2. Review the day (e.g. note what I got done and what I didn’t finish, review what went well and what could be improved)
  3. Plan for tomorrow (e.g., identify @today tasks/MIT’s for tomorrow, review calendar/schedule to see what’s planned, find notes for tomorrow’s tasks/meetings, etc.)

I’ll probably wind up putting some of this on the morning checklist. It’s all a work-in-progress, isn’t it?

Let me know what you do in the am or pm. How do you start your day? What do you do at days end?

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My current productivity set-up

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I have a lot of lists in my productivity arsenal but two are most important. The first is “today” (@today)–tasks I plan to accomplish (or begin) before the day ends.

This is the most important list because today is when “doing” gets done. We can plan something for tomorrow or next week or next month but we can’t do anything until that day arrives and it becomes today.

If I have due dates, I put them on my calendar. I also calendar tickler dates for deferred tasks. When the tickler date arrives, I either move the task to @today and do it or review it and decide its fate.

If I’m doing something today, it goes on my today list. However, when it has become a habit, e.g., writing a daily blog post, walking, etc., I no longer keep it on a list or calendar.

My other most important list is my list of top priorities for the week (@week). These are the three or four high priority projects I’m focusing on this week.

I have other lists:

  • “Work in progress” (@wip) includes current and recurring projects that aren’t (yet) a top priority
  • “Soon” (@soon) refers to tasks and projects I want to do soon, e.g., next
  • “Ready” (@ready) are projects and tasks I plan to do after I’ve cleared higher priorities
  • “Backlog” (@backlog) are tasks I don’t need to get to for the next few weeks
  • “Someday/maybe (@sm), are things I may or may not want to do someday

I spend most of my day in the @today and @week lists. I also look at the @wip list. If I get caught up, or I feel like doing something different, I look @soon and/or @ready.

I don’t do a lot of long-term planning because by the time long-term gets here, my priorities have often changed.

That’s my current set-up. But it’s a @wip.

Have you read my Evernote for Lawyers? 

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The todo list that never was

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When I was practicing. I didn’t use a todo list. My calendar and the stack of files and mail on my desk told me what I needed to do.

Sometimes, I’d jot down a few items on a piece of scratch paper or on the paper blotter/calendar on my desk. A reminder to call someone, a list of things to pick up on my way home. But mostly, my list was stacked up in front of me.

Each morning, my secretary put files on my desk pertaining to clients who had appointments that day and other work. I’d go through the files, look at my notes (and hers) and review new letters and documents. I dictated letters and pleadings and instructions and gave the files back to my secretary. She’d type and/or make calls, make notes, and return the files to me for my review, signature, and further instructions.

Back and forth we went. It was simple. Primitive by today’s standards. But it worked.

Today we seem obsessed with apps and systems for managing lists. So many lists.

Lists of things we need to do now, lists of things we should do next, lists of things we might do someday. Are we really any more productive this way? Are our lives so much more complicated that we need to manage things at such a granular level?

It seems like we spend as much time managing our lists as we do doing the work.

I’m not suggesting we go back to an all-analog world. I like my apps. I like having my business in my pocket. And without staff today, I do have to manage both ends.

But perhaps we would be better off finding ways to simplifying things. A calendar, a simple list of work to do today, and not that much else.

I’ll put that on my @someday/maybe list and @review it later.

Earn more. Work less: The Attorney Marketing Formula

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Maybe you need a babysitter

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After yesterday’s post about scheduling time to do things you’re not getting done, (in this case, reading time), a subscriber wrote: “I’ve TRIED something like this many times, but I always just ignore the scheduled thing. Any tips for getting my ass to stick to the schedule? It’s quite frustrating.”

My advice: “Don’t ignore the scheduled thing.”

I’m serious. Annoying, but serious.

We all make choices about what we will and won’t do. If we choose not to do something, even though it’s good for us and we say we want to do it, even though we put it on our calendar, the truth is we really DON’T want to do it.

Because if you wanted to do it, you would.

So, remove it from your calendar or agenda until you want to do it. Or until you decide you must do it.

Here’s what I mean.

If we consider all of our tasks and projects, ideas and someday/maybes, read/reviews, we can break them down into three categories: Must-do, Should-do, and Could-do.

We do a good job of getting our must-dos done because penalties ensue if we don’t. So how about creating a new list or tag for “must-read/review” and scheduling time just for this?

Everything else? I say, don’t worry about it.

If it’s not something you must read or review, read it if you want to and don’t if you don’t. And don’t beat yourself up about what you don’t read.

What about “should-read/review”? I think it’s overkill for discretionary reading, but it’s up to you.

Okay, a couple more ideas for “forcing” yourself to stick to your schedule. Here are two taken from the Kanban world:

  1. Limit your work in process (WIP). In the case of reading, limit yourself to three articles (for example). If you finish those and have room for more, you can go get more. If you don’t, move on. If three is too many, start with one or two.
  2. Make it visible. Put your reading list/folder on your desktop or as a top-level bullet or tag in your master list or a column (or swim lane) in your Kanban. By keeping your list in front of you, you’ll continually be reminded that this is something you’ve decided to do and you’ll be one click away from doing it.

Okay, one more: Get a babysitter.

Still serious.

Designate someone to hold you accountable for whatever it is you’re resisting. It could be your spouse, your secretary, your partner, a colleague, or anyone else. Have them check in with you to find out if you did or didn’t do what you said you would. Implement some kind of penalty if you don’t and maybe a reward if you do.

If you designate your secretary for this role, for example, and you don’t do your daily reading or marketing or whatever, they get to take the rest of the day off.

Something tells me stuff is gonna get done.

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What gets scheduled gets done

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My “read/review” backlog of articles, websites, videos, ebooks, pdfs, et. al., has gotten out of hand. Too many items. I’ll never get caught up.

I think that’s okay. Maybe what’s important floats to the top of my subconscious and gets my attention and everything else is merely digital compost.

And yet, I’m plagued by FOMO–Fear Of Missing Out. That nagging feeling that I’m missing something important. So, rather than going through “the stacks” whenever I “find the time,” or “I feel like it” I’m going to schedule the time to do it.

Because what gets scheduled gets done.

As I said yesterday, you can get a lot done in a few minutes a day if you do it every day.

Hold on. Be right back. Okay, I did it. I scheduled a 15-minute recurring “appointment” on my calendar, weekdays at 4 pm (when my energy is lower) to catch up on my reading and reviewing.

We’ll see how it goes.

I might wind up changing the start time. I might cut the appointment to 10 minutes or extend it to 20. I might have to add a nap to my schedule.

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Why are you making it so complicated?

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Lean. Simple. Efficient. That’s how I want things to work in my life. I’m sure you do, too. Because not only does this often bring us better results, it takes less time and puts less stress on our systems.

So why do we make things so complicated?

In our writing. In our task management. In our presentations, conversations, marketing, management, relationships, methods, and everything else.

Why do we add unnecessary elements? Why do we change things that are working? Why don’t we adapt things that are clearly better?

Habit? Always done it this way. Don’t see a pressing need to change.

Pride? Look at how busy I am. Look at how complicated and important my work is.

Laziness? I can’t be bothered with that nonsense.

Fear? What if I make a mistake?

All of the above?

But it’s important and we have to do it.

Admit that simple is usually better and make it a priority.

Look at all of the steps and all of the resources and ask:

  • Is this necessary? Could I do without it?
  • Is there a better way to do this?
  • Can this be done more quickly? Less expensively?
  • Can I re-use or re-purpose something I used before?
  • Can I consolidate this step with others?
  • Can I delegate this to someone else?
  • Can I do the same thing with only one tool?

Piece by piece, pare down your world. Fewer methods. Fewer steps. Fewer tools. Fewer people.

If you’re not sure about something, remove it. You probably won’t miss it. If you do, you can add it back.

Start with something small. Clean out a drawer, edit a form letter, or unsubscribe from a few emails. Once you get started, if you’re like me (and you are) you’ll want to do more.

Make it a part of your weekly review. Challenge yourself to make your life as simple, uncluttered, and efficient as possible.  Because in doing so, you’ll earn more, work less, and make room in your life for the things that matter most.

A simple way to get more referrals from other lawyers

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Prioritizing your todo list

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Look at your todo list(s). Too much to do, right? Where do you start? You start by prioritizing your list, so you can focus on what matters most.

There are lots of ways to do this but here’s a good place to start:

Next to each task, write down why you’re doing it.

Is it something you have to do to deliver work product or results to a client? Are you doing it because harsh penalties will result if you miss a deadline? Are you doing it because it is a key step towards achieving an important goal?

Whatever it is, verbalize it (mentally) and write it down.

In thinking about each task, you may discover that you’re doing some things out of habit but that those things don’t contribute much to your growth. You can safely eliminate them, defer them, or delegate them to others.

You may discover that you doing certain tasks in a perfunctory manner, not really giving them the attention they deserve. As you realize this, you’ll be prompted to allocate more time or resources.

When you know why you’re doing something, you’ll be better able to manage your priorities. The next time you look at your list and the “reasons why” look back at you, you’ll find yourself being more intentional about your choices and more effective in your results.

Why did I write this? To remind you that there are referrals waiting to be had and encourage you to let me help you get them.

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