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Work Smarter (cont.): A Lesson in Activity Management

“I can’t get any work done,” one of my clients recently complained.  “I’m interrupted so many times each day that nothing seems to get finished.  I really need your help to manage my time!”

“We can’t really manage time,” I told her.  “But we can manage our activities.”

Then, I gave her three suggestions for doing just that:

1. “Block” your daily activities.  Create a schedule that has you doing what you do best or what gets the most results at the time that works best for you.

If you need that first half hour of the workday to have your coffee, review the mail, and answer emails, then train the people in your office to wait for you.  Post a sign-up sheet on the door for the first people who you’ll see after you’ve had the time to get started.

If you are better at meetings in the morning than in the afternoon, try to arrange them for when you are able to do your best work.

2. Do one thing at a time.  Close your door for some of your work periods and have your calls held at those times if you can.

Don’t review and answer emails just because you heard the “you’ve got mail” sound.  If you’re reviewing a report, the email can wait!  Disable the signal (or turn down the volume) so that it doesn’t distract you.

3. Schedule appointments with yourself—to get things done; to recharge; or even to procrastinate.

Awhile ago, another client complained to me that he started out his morning all charged up, and suddenly drifted into space after a couple of hours.  He didn’t have two or three hours to waste and wanted to know why he drifted and what to do about it.

I asked him if he could afford to waste an hour like that every day, and he replied, “Yeah, an hour…but not two or three!”  So we came up with the idea of blocking in an hour of time every day for him to defocus and do nothing.  After that, he stopped completely falling off his schedule.

Giving yourself permission to disengage is a great way to make sure you are working more efficiently.  Take walks, get out for lunch, and contact me if you’re having trouble giving yourself a break.  Take the time to manage your activities, and keep REACHING…

16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 


Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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