Mindfulness in Sales: Skyrocket Your Career and Protect Your Health

Mindfulness in Sales

Sales has always been a demanding job. Success requires a unique blend of resilience, constant motivation and charming personality. While currently underutilized, one of the most powerful tools at any salesperson’s disposal—for helping them achieve more success with a more sustainable work life—is mindfulness.

Great salespeople have to engage with their own emotions on a daily, hourly and sometimes minute-by-minute basis. They have to manage themselves as much as they do the people around them. Mindfulness is crucial for maintaining the kind of clarity and self-awareness required to be a world-class salesperson and sustaining that performance over a long career.

The problem, unfortunately, is that most salespeople don’t even know what mindfulness is…

What is mindfulness

What is mindfulness?

Mindfulness is awareness. To quote one of the leaders in mindfulness practice, Mindfulness is the idea of learning how to be fully present and engaged in the moment, aware of your thoughts and feelings without distraction or judgment.

It’s about observing what’s going on around you—on the street, in the room, in your head—and simply being there. Many people who think “mindfulness isn’t for me” or “it doesn’t work for me” are usually suffering from a misunderstanding of what mindfulness really means.

When we say mindfulness can help calm you during stressful situations, it’s not about convincing the brain to be calm; it’s not about achieving some goal like “calmness”. It’s just about being present. Being aware and seeing things how they really are.

Mindfulness is a practice. You need to work at it regularly, even for a few minutes per day. Deploying the “tools” of mindfulness takes time; it’s a resource you build up slowly, not a bomb you can detonate to remove a problem.

While we’ll only touch on mindfulness practice in this article, we will discuss the many challenges unique to salespeople that mindfulness can help overcome. If you like the sound of them, we strongly recommend investigating mindfulness and using it to take your career to the next level.

An essential ingredient for longevity

An essential ingredient for longevity

Burnout is unusually high among salespeople. Our scapegoat of long hours, weekend shifts, constantly hanging by the phone, always reaching for ambitious stretch goals—for a lot of salespeople, this is real life. It is an incredibly demanding career with no let up. Success breeds success and, in sales, hitting targets breeds higher targets.

When you add into the mix that these workers almost never experience true “time off” unless they’re on vacation, it’s no wonder that burnout is such a massive problem in the sector.

The problem with burnout is that it’s a manifestation of a gradual increase in stress: an extra hour here, a minor problem there. This eventually culminates in that state of total exhaustion brought on by long-term, unresolvable work stress.

And so one day the exhaustion just hits you. It feels like it’s come out of nowhere but in reality, it’s been slowly building and festering for a long time. Mindfulness can tackle the problem before it ever reaches this stage.

Connecting with what you’re really feeling

Connecting with what you’re really feeling

Practising mindfulness is predominantly about bringing awareness to the body. What’s going on? How do we feel? Do we normally feel that way?

It might sound like a tiny effort, but recognizing and acknowledging how and what you feel is the key to preventing burnout. It can be the difference between taking a couple of days’ rest and suffering a full-blown breakdown. It can be the difference between long-term sustained performance and being unable to work at all.

Anecdotally, mindfulness is used by salespeople to become aware of when we’re putting too much on our plate. It’s about moving away from that bad habit, addressing our emotional needs and stepping off the path to burnout.

Scientifically, work has recently been conducted which analyzed the effect of an 8-week mindfulness course on the Maslach Burnout Inventory—a test which measures factors like emotional exhaustion and depersonalization—and the results were very positive. Further studies on high-flying executives found that participants reported less perceived stress, improved physical and emotional health, enhanced sleep, better health-related habits and behaviors, and more self-compassion.

By noticing the symptoms of burnout before they take firm root, we can address them and protect ourselves over the long term.

Emotional intelligence and presence with customers

Emotional intelligence and presence with customers

Most salespeople are obsessed with closing deals, constantly building relationships and opening doors, and generally going at 110% every day. And these are fantastic attributes in an industry that rarely lets you rest on your laurels.

As any good salesperson will tell you, personal relationships are fundamental to the majority of sales—especially over the longer term. Once price and product requirements roughly align, relationships take over.

Unfortunately, sometimes salespeople get caught up in the excitement and fervour of the job. It’s easy to come across as too pushy or aggressive; to go for the close too quickly; to misread the situation and let a deal slip away.

Being a top-tier salesperson requires well-developed emotional intelligence; mindfulness is one of the best tools for honing this skill.

How mindfulness “calms the beast”

There’s a part of your brain called the Anterior Cingulate Cortex that’s responsible for decision making, reward anticipation, ethics, impulse control and emotion—many of the crucial factors that determine a great salesperson.

Research from the Harvard Business Review found that mindfulness practice literally strengthens the ACC. This means a greater capacity to be “present” during conversations, to read emotions more clearly and not rush into decisions.

Part of mindfulness is learning to slow down and really take in our surroundings. When your brain is whirring along at 100mph, the practice of mindfulness means you can slow yourself down and truly focus on what the prospect is saying. You can deliver a more personable experience and be fully engaged in your conversations.

In other words, mindfulness can make you one hell of an attentive salesperson.

Coping with rejection

Coping with rejection

Part of the job if you work in sales is getting rejected. A lot. And while it’s easy to give advice like “don’t take it personally” or “treat it as experience”, it’s much harder to put that into practice.

A huge problem is that this kind of advice isn’t really actionable. It convinces us that we need to combat how we’re feeling. You need to believe that it’s them, not you; you need to believe rejection isn’t personal. When you’re feeling down or depressed with the constant rejections, you might find yourself trying to convince yourself that you’re actually happy and optimistic.

After all, look at all these opportunities for growth!

As you might expect, this rarely works. A core aspect to mindfulness is observing your thoughts and emotions, but not interfering with them. Say a rejection email lands in your inbox and it makes you feel like crap. Do not try to talk yourself out of feeling bad. Rejection sucks and it’s okay to feel that way.

This is where your mindfulness training comes in. You simply stop and observe the emotion. You find some inner calm. You are slowly able, as you sit there patiently observing your feelings and your breath, to put the rejection into context. You’re able to accept it, emotionally, without it being overwhelming. You’re better able to refocus and continue your day with a strong, forward-thinking mindset.

Improving your pitch and offer

We’ve already mentioned the ability to take rejection like a pro and move forward—but that’s not all you should be doing. A crucial part of rejection is taking the time (with a clear head and no bitterness) to understand why they said no. Mindfulness is a brilliant “hack” for giving you the clarity required to truly assess your pitch, delivery, offer and choice of prospect.

Now that you’re centered and “recovered” from the rejection, it’s time to get analytical. What could you have done differently? How did you deliver your pitch? Can you ask the prospect why they said no, in order to build your presentation for the future?

Trying to engage in this process without a clear head (i.e. without practising mindfulness) will lead you down false paths. You might decide the prospect was simply an idiot for not choosing you; no need to think about them!

Or worse, you’ll assume you are personally the problem: you’re not likable, not charismatic, not clever. This is an extremely common rabbit hole for salespeople to fall down, and simple mindfulness can keep your feet firmly on the ground.

Stressful situations

Calmly navigate stressful situations

Every now and then a high-stress situation will hit you like a train. In sales, these situations come up far more often than in most other roles, building on one another over the course of the day. If we haven’t sufficiently recovered from the previous stress trigger, our stress levels rise to unhealthy levels.

Mindfulness helps us recover faster between triggers. This means that our peak stress level doesn’t compound and grow, allowing us to remain more neutral and balanced.

Mindfulness is the most powerful tool in our arsenal for reducing our reactive, fearful responses to these situations—but it’s not a switch you can simply turn on and off. Building this kind of capacity for managing stress takes time. It takes repeated, short practices over the long-term.

Consistent application—even in situations where you aren’t stressed at all—is probably the most vital, and most difficult, aspect of mindfulness.

How does this help with sales?

The more you can control your stress response over the course of a day or week, the better you can deliver pitches to clients, generate creative ideas, and weather bad news. Over the long term, it’s exactly this kind of response that prevents burnout and allows us to sustain our intense work style.

Connection to bigger goals and purpose

Connection to bigger goals and purpose

Something that sales roles demand more than almost any other is the need to be in the moment. You’re juggling a dozen different conversations at once; they’re all different, challenging, and all want special treatment.

As we’ve seen, mindfulness is extremely powerful for allowing you to stay calm, grounded, and present with all this chaos going on—but what about the bigger picture?

Working in sales, it can be challenging to stop and truly consider the context of our work. What am I really working towards?

Mindfulness has this funny habit of making us realize what the bigger picture is. In most cases, it’s not really hitting a sales target or shifting 20,000 units of whatever—it’s making a life for our kids, or making money to buy a house, or that our identity is tied to success at work. For you, it’s probably something equally serious and more meaningful than simply selling.

While it’s not the “goal” of mindfulness to consider these things, it is a by-product of the process. The clarity we can harvest in terms of what we’re doing and why (really why) is extremely empowering. It can make rejection easier and it can prevent us from chasing down bad opportunities, as well a helping us find greater fulfilment in our daily work.

Why isn’t mindfulness common practice

Why isn’t mindfulness common practice already?

For many, it’s the simple perception that mindfulness is some woo-woo airy-fairy nonsense—something that hard-hitting, strong, successful salespeople don’t have time for. This perception is changing, however.

As the wider world wakes up to the idea that mindfulness doesn’t mean living on a mountain and foraging in profound silence for five years, but is in fact an immensely powerful tool for creating more impactful, centered, meaningful lives, it is becoming much more prevalent in all sectors.

For others, it’s simply that they’re “too busy”. “Come on. Right in the middle of a crazy day with meetings, client visits, calls, and slowly sinking into the ground, and you want me to stop everything and just “be” for 10 minutes? That’s crazy talk!”

But actually, that’s the whole point. You need to stop now and then to prevent that burnout, cope with stress and get clarity on the big picture. It’s about the quality of time, not just the duration.

  • 10 minutes more work is just 10 minutes of work.
  • 10 minutes of mindfulness practice is a significant investment in your future self (and you can even do 10 more minutes’ work if you really need to!)

In the long run, mindfulness might save you hours of work or generate thousands of dollars in revenue. The hard part is that you need to commit now, with small daily practice, in order to get that long-term payoff. And that’s probably the biggest reason why we haven’t (yet) seen mindfulness really penetrate the sales industry.

Quickfire hacks for high-pressure situations

Quickfire “hacks” for high-pressure situations

Okay, we’ve talked extensively in this article about how mindfulness is a practice that’s honed and developed over time. There are no shortcuts or hacks.

Well, here are two quick hacks you can instantly deploy when faced with a particularly stressful situation. It might be something we’ve covered, like a serious rejection or the anxiety of an upcoming pitch, or some other uniquely stressful situation.

Note: consistent mindfulness practice does make it much easier to use these ideas. But if you’re new to mindfulness, there’s no harm in trying them in a pinch.

Focus on the breath

Set a 10-minute timer on your phone, put it to one side, then sit down in a comfortable chair. Then start breathing: in through the nose, out through the mouth.

That’s it. Don’t try to solve your stressful situation or “address” your emotions. Just keep breathing and focusing all of your attention on that breathing. Do this until you’ve done “quite a lot of breaths”.

Next, you’re going start taking deliberately slow breaths:

  • 3 seconds inhale
  • 4 seconds holding your breath
  • 5 exhale

And keep going. Every time your mind wanders to something else, just bring your attention back to your breath. How does it feel? In out, in out. You can stop when your timer goes off.

Or, if it actually feels quite good, keep going for as long as you want, always bringing the attention back to your careful breathing. You might just find that when you’re done, that terrifying stressful situation is looking a whole lot more manageable than when you started.

Do absolutely nothing

The next time you have a break in your schedule, don’t take out your phone. Don’t strike up a conversation, start new work, or go make a coffee. Instead, go find a quiet spot and sit yourself down.

Then set a 10-minute timer and just sit there. Let the mind go wherever it wants without focus. Close your eyes if you want. If you find yourself focusing hard on a particular thought, try to let it go.

This is going to feel weird. But, like the previous exercise, you’re probably going to come out of your reverie (which will feel like way more than 10 minutes) with an unexpected sense of calm rationality. Make sure to stick the 10 minutes out and warn colleagues not to interrupt you, if necessary.

Conclusion

Like we’ve said throughout this piece, sales is an intense job. You’re constantly fighting deadlines, often scrambling and desperately trying to stay calm, personable and charming to your prospects. Mindfulness is quite possibly the most powerful way to control your emotions, build resilience, and protect your health in this line of work.

Over the long term, an investment in mindfulness will build extraordinary interest and the return will be enormous. Make your first deposit today by following a quick 10-minute breathing exercise or, even better, using an online service for guided meditation.

It might just unlock a whole new world of sustainable sales success.

8 Steps to Go Paperless in the Workplace Today

Paperless process management

The allure of creating a paperless environment in the workplace is too hard to resist. Relying on paper is outdated and has a negative impact on operations as well as contributing to deforestation and global warming. Companies need to adapt to digital to stay competitive and agile.

Its effects can be felt throughout the business with departments like HR, operations, and transport benefiting the most from a paperless model. Too many man-hours are wasted sifting through documents that are easily lost or mismanaged.

Making the change to paperless is a smart business decision and as a conscientious leader, you’ll want to switch things up sooner rather than later. Don’t let yourself lose out to your competition because you’re lagging behind. Digital is the only way forward.

So then, how does an organization implement paperless process management? In this article, we’ll give you the best methods for creating a paperless environment in the workplace.

Benefits of Paperless Process Management

What Are the Benefits of Paperless Process Management?

Switching to paperless process management means that documents can be accessed digitally. It makes things easier to access, update, and errors can be noticed and remedied quicker. There is also more opportunity to automate certain things to increase efficiency and reduce human errors.

For example, when you onboard a new employee there are a lot of forms that will need to be filled out. If you have an HR team they will need these to be collected and filed accordingly. In a new paperless world, all documents can be stored online and easily accessed with just a few clicks.

Automation is one of the biggest benefits of a paperless environment. Record-keeping used to be time-consuming but digital tools can slash time investment significantly.

Going paperless has historically been referred to as the ‘office of the future.’ However, this was back in the 1960s and now the future is here. Some executives are slow to adapt to a paperless office because having something tangible to hold is too great a desire.

The boom in printer and scanner technology during the 1990s and 2000s delayed the adaptation to paperless as reproducing documents became too easy. However, not being digital is going to make businesses slow to take advantage of new technologies like Customer Relationship Management software.

Creating Business Process Management

Start with Creating Business Process Management

This may be something you already have in place which will make the transition to paperless a lot easier. Business process management (BPM) is the method in which you manage business affairs.

Every department will follow certain processes which are important to ensure continuity. In order to monitor and maintain these, leaders should develop business process management. Any repeatable task from employee onboarding to picking and packing an order should be categorized and stored.

It’s crucial that these processes are optimized to ensure things run smoothly and every employee is using the same playbook. Processes can then be updated, fine-tuned, and accessed by any employee who needs them.

Even if you don’t go paperless, creating and logging BPM’s for your company can decrease human error. Just having a standardized process that everyone can follow can decrease accidents, complacency, and missed inputs by up to eighty percent compared to companies without them.

If your goal is to go paperless then this will be the first step. Without BPM’s it’s going to be incredibly difficult to figure out how paperless will come into play. You need to identify where paper enters the process before figuring out how to make it paperless.

To help create digital BPM’s you should consider using the Teamly software to help manage your workflow. It’s a cloud-based project management tool that connects your entire team remotely.

Pick Someone to Oversee the Project

Pick Someone to Oversee the Project

This is an important project so you should install a project manager who can monitor the progress. Pick someone who is knowledgeable in digital software and is capable of coordinating between departments. You may want to consider doing a trial run with a single department such as HR before rolling it out to the whole company.

Whenever radical changes are being implemented there are likely to be detractors or people who are apprehensive about changing their working style. A project manager can help to teach people how to make the most of a paperless environment. They can also provide training resources and can field any questions from employees.

Invest in Cloud Storage

Invest in Cloud Storage

If you’re going to go paperless you need somewhere to store your documents and to do that you’ll need to invest in cloud storage. Thankfully there are plenty of companies that can provide you with this and it’s not that expensive. Reputable companies such as Apple, Amazon, Google, and Microsoft all offer simple cloud storage solutions which can integrate with your software.

By using a cloud storage solution you can create an entire library of files and documents that can be accessed across the business. Employees working remotely will be able to access the same files which creates a more flexible workplace.

Integrate with Your Tech Stack

A tech stack is the collection of apps and software that you use throughout your business. If your tech can’t communicate with the cloud storage solution then it’s going to slow down everything you want to do. Thanks to modern technology this shouldn’t be too difficult to implement.

Many apps are designed to talk to one another and an application programming interface (API) means your IT team can customize to the business needs. Your computer hardware, database systems, and web-based applications can run in sync which makes processes more fluid.

In simple terms, API is the middleman that connects two pieces of software or hardware together. One piece of software can request data from another and receive it seamlessly. When transitioning to a paperless environment in the workplace, it’s a good idea to find solutions that can revolutionize how you work and speed processes up.

Take a conscious approach to choose your tech stack to ensure that your business is fully optimized. It future proofs your business and if you decide to introduce new applications to your company, utilizing API can get things up and running quickly.

Digitizing Company Documents

Start Digitizing Company Documents

Once you have a service for the documents to be stored in you’ll need to start digitizing your company paper resources. The easiest way to do this would be through scanning or taking pictures with a high-quality camera. It’s going to be time-consuming especially if you have thousands of documents that need to be filed.

After scanning everything onto the computer your team will need to make sure they’re labeling things correctly. To make it easier to locate and access documents, develop a filing system that is comprehensive and easy to understand. Create folders for each department and subfolders for different areas.

This is a great opportunity to create and store templates for future use. Remove the burden of creating documents from scratch each time. For example, when a new employee is being onboarded. Templates will speed up processes as they can be accessed and edited when team members need them.

Plan Your New Processes

If you already have a detailed BPM then you’ll be able to start creating your new paperless process methods. Otherwise, this is the time to get the details sorted by speaking with the teams to develop a report. This will be another time-consuming part of going paperless but the payoff is huge as you’ll develop standardized processes for everything.

Depending on which software you use to manage your processes, they may include services to help you implement your BPM into the app. It will help them if these processes are already documented on paper to refer to and ensure you’re set up exactly as you need to be.

Once everything is decided and set up it will be time to roll out employee training. This can be led by the project manager and their team. Start with the most crucial members of staff and the departments that will benefit the most.

Be aware that there will be a learning curve when going digital for new processes, team members will need the time to transition.

Create Security Permissions for Staff

Create Security Permissions for Staff

After everything is set up and ready to be used, part of the rollout to the staff should include setting permissions. Sensitive documents will need to be protected so that they can’t be viewed by everyone. Things like HR documents are sensitive and a breach of confidentiality can lead to lawsuits.

Setting permissions is how you control who has access to what. Most apps you will use will have detailed security settings which will make granting or restricting access easy. Security against hackers is also an important thing to consider.

Sometimes hackers will attempt to break into your data to steal it or hold companies to ransom. Follow the guidance from the companies in your tech stack to make sure your settings are optimized to protect the business.

Review and Reshape Processes

The job isn’t over once everything is set up and everyone is trained on how to operate in a paperless environment. Modern technology moves at a fast pace and businesses need to keep up to stay relevant. This includes switching to new technologies, updating your computer hardware, or adding more paperless processes to your operation.

Once the foundation is set for your business’s new paperless environment in the workplace, create a process for reviewing everything once a year. This will help you to identify any incompetences or flaws in the design. If anything isn’t working as well as it should, look for new paperless solutions instead of reverting back to paper.

Going paperless is the start of future-proofing your business. As technology continues to improve there will be more opportunities to automate in ways that were not possible with hard copies. Automation can help keep you competitive in your industry and keep you ahead of the competition.

Paperless Processes Can Be Automated

What Paperless Processes Can Be Automated?

In the interest of making the most out of your new paperless process let’s go through the things that can now be automated. Implement these to save money, time, and resources and get your business set up for even more success.

Tackle the pesky high volume and repetitive tasks such as:

  • Data entry
  • Sales orders
  • Invoicing
  • Reconciliation for the accounting department
  • Data queries
  • Payroll
  • Onboarding new employees
  • Exit management
  • Report generation
  • Purchase order requests
  • Customer support
  • Social media management

It’s worth noting that automation can’t fix bad processes. Start with the processes that already work well and are optimized. When creating an automated process the goal should be to increase staff efficiency, reduce compliance risks, and eliminate human error.

Conclusion

That’s all there is to know about going paperless at work. It may take some time to get everything sorted but it’s well worth the investment. Stay ahead of your competition by getting the jump on going paperless.

Sometimes people are apprehensive about change but it’s worth communicating the upsides. After switching to digital files your business will benefit from more flexibility. Staff sickness won’t be as much of a roadblock and people can access files remotely. Overall everyone should benefit from the new paperless process management.

The Pros and Cons of Consultative Decision Making Style

Consultative Decision Making Style

Making strategic business decisions can be a hard job for just one person. Sometimes it’s necessary to get the viewpoints of other people to ensure you’re making the right choices for your business. That’s the key principle behind consultative decision making.

Ultimately, one person will retain the final say but before any decisions are reached, they will consider the wisdom of their peers. The obvious benefit of doing this is that you can seek out people whose expertise differs from your own.

In this article, we’ll define consultative management style as well as weigh out the pros and cons. Consultative decision making is a great middle-ground style of management that incorporates multiple voices while leaving the final decisions up to a single person.

It’s worth considering adopting this style for both business and personal affairs.

What Is Consultative Decision Making

What Is Consultative Decision Making?

Business leaders have to face a multitude of decisions at work, from small decisions like which tech stack to use and large decisions that could change the trajectory of your team.

There are three main styles people typically adhere to even if they aren’t aware of them. Here’s a quick breakdown of each style:

  • Direct/Autocratic style: The decision owner will be the sole input. It’s particularly useful when making snap decisions under crunch. Generally speaking, this will be the quickest way to reach a decision.
  • Team/Collaborative style: As the name suggests, this style will require the whole team’s input and a decision will be reached together. Due to more people being involved, this is the longest style of decision making.
  • Consultative style: Ownership of the decision stays with one person but they will seek out advice from other people. It’s more interactive and can be time-consuming but leads to thoughtful decision making.

Consultative styles are what many teams will benefit from if multiple people need a voice. A team that has many disciplines will have a lot of different perspectives. This can be a boon to decision making because it means that results will be more considered.

In many cases, it will be useful to use a collaborative style but that can lead to disagreements over the right way to go. If a team struggles to choose a direction it can delay decisions and the stalemate can cause frustration among team members.

What consultative style does well is that the final decision will be made by the owner so decisions can be made promptly. If we consider an Agile project management method, consultative style can play a huge role. The team will gather and plan out the project together but ultimately the product owner can have the final say.

Pros of Consultative Style

What Are the Pros of Consultative Style?

New perspectives

When making a decision alone it can be hard to consider all possibilities. That’s not to say the decision will be wrong but you are only relying on one perspective. If you can include others in your decision making you’ll benefit from people with different ideas and experiences.

It can help you to identify potential problems and present you with roadblocks you may not have considered. If someone has been there, done that, they can help you to navigate pitfalls and make sure you’re making effective choices.

Expert opinions you may not know

If the decision being made is outside of your wheelhouse, asking someone else for their input will help a lot. An expert in something you are not can give their opinions on the actions being taken with care and consideration.

No one can be an expert in all things and when decisions need to be made that could have far-reaching consequences, it’s best to get a second opinion. It’s a great way to make sure you’re making an informed decision and it helps to show you have a collaborative spirit.

Involve key stakeholders

This is a great opportunity to involve the other stakeholders in business matters. Who else will your decision affect and should they be brought in to consult? It could be your superior, other managers, or even the C-Suite execs who you bring in.

Ultimately the decision power remains with you but involving other stakeholders will help reach the best conclusion. If the decision pays off, everyone will know who is responsible and if it turns out to be the wrong decision, at least people were consulted with.

Confirmation of ideas

It could be as simple as everyone saying “yes, you’ve cracked it.” You can move forward with the decisions feeling empowered. That is the perfect world response but sadly it won’t be like that every time.

However, if everyone agrees on the outcome then it’s something that you can start implementing without worrying. Consultative decision making tends to be a longer process but if people are on board this can actually speed things up.

Understand the team's response

Understand the team’s response

If you’re bringing people in to consult on your upcoming decisions you’ll need to establish boundaries. People will need to know that while their opinion is valid, you will be making the final decision. This can help team members who feel ignored if you decide to go the other way.

It’s also a wise idea to have these discussions as closed-door one-on-one meetings so people have enough time to speak. This method can help you gauge how people might react to upcoming decisions. If it’s going to be an unpopular choice, at least you will be able to prepare.

Identify future leaders

Consulting with your team members is the perfect way to identify who has leadership potential. You’ll be assessing their decision making abilities and how they conduct themselves with important issues. It can also be a great way to identify key people who might usually take a back seat during meetings.

Cons of Consultative Style

What Are the Cons of Consultative Style?

It’s time-consuming

Although not always the case, this style of managing decisions can take up more time. This is because you’ll need to consult with people and give them the time they need to return a considered response.

If you’re working under a crunch then this may not be the ideal method and instead, you should just make the best decision you can. However, if you have plenty of time before you need to decide, this is a great way to include your team while retaining the final say.

People may feel excluded

You don’t want to involve too many people in a decision because this can make things harder. Ultimately you have to make a decision and the more voices involved, the more confusing things may become.

Instead, identify who the key people are that should be involved. You’ll want to speak with someone who has different experiences from your own. It should be someone who you can trust to bring a new perspective to the table.

It can lead to frustrations among the team

Once a decision is made people may not be happy with what you’ve decided. This can be especially frustrating for people who were brought in to consult. If you decide against their advice but it affects them, they may get frustrated with you.

This is the kind of thing that can linger and be hard to alleviate. It’s something to look out for especially if the decision is going to have a negative effect on the team. Unfortunately, you can’t win them all.

You may become unpopular

Leading on from that, it’s important to understand that you might become less popular after making a decision. It may not seem like a big deal because you are the boss and sometimes hard decisions have to be made. However, it’s worth being aware of and prepared for this possibility.

For example, if the powers that be have decided you need to choose a new healthcare provider following budget cuts, someone is going to be unhappy about that. This can affect team morale and your working relationships.

Conclusion

Of the three main styles of decision making, this is the best of both worlds. You’ll retain full ownership of the decision but the consultative nature of this means you can get more opinions. It may not be the best style for decisions with an upcoming deadline, but if there’s the flexibility this can be a great help.

Making the right decision in business and your personal life can be tough. Consultative decision making can help share that burden while ensuring you land on the best decision.

How Successful CEOs Stay Organized Every Day of the Year

How do CEOs stay organized

If you’re an aspiring CEO or future leader—or you’re already there and wondering how the heck other CEOs make it look so easy—then this is the read for you. We’re going to share effective, actionable advice for staying organized and at the top of your game while running your business.

We’re going to cover a whole range of solutions, habits and routines which top-performing CEOs use to stay on the ball every single day. We’ll also spend some time looking at how software and tools can be (and should) be used to facilitate elite organization.

Of course not every one of these tips will apply to your specific circumstances. In fact, some might directly conflict with one another—and that’s the point. Every CEO and every company is different, with varying home lives and personalities and drivers. So, creating an article claiming to have one solution that worked for all CEOs would be insane.

As busy as CEOs usually are, identifying just 1-2 helpful, actionable tips from this list could transform your daily routine and save precious minutes or hours every single day. Let’s get into them. 

Embrace asynchronous communication

Embrace asynchronous communication

Any organizational transformation for CEOs can begin with emails. The way most of us interact with emails results in a truly devastating cascade of effects across the rest of our workload.

The reality is that staying organized means consistently getting important jobs done throughout the day. This requires sustained focus, of which poor email habits are the mortal enemy.

If you constantly have one eye on emails, then your brain can’t truly focus on anything else. It is in a perpetual cycle of interruption. At the heart of it, you need to become comfortable being “less responsive” to emails.

This doesn’t mean answering fewer emails or fobbing people off—we know you can’t do that. It simply means scheduling dedicated time for emails and nothing else.

Why “email time” is absolutely essential for CEOs

Many successful CEOs schedule dedicated time for emails—as little as once per day (or once per week if you’re Tim Ferriss) or more commonly 2-4 times per day. Here’s why:

1. It relieves the mental pressure. If you know you’re going to filter and respond to all your emails at 2pm, you can feel comfortable “ignoring” them right now. You can become more fully invested in your present tasks.

At the same time, clearing out this mental anxiety around “being available” will give you clearer thoughts, more energy, and better engagement with your work. After clearing your emails, you benefit from this clarity for the rest of the day too—until your next planned session.

2.  Faster and better replies. By dealing with your entire inbox at once, with no other distractions, is multiple times more efficient than doing it during the “in-between” moments in the day. You’ll make better decisions (since you’re in the zone) and be able to filter relevant and irrelevant messages more quickly.

A useful side effect of scheduling email replies is that colleagues, clients and others know when you’ll reply. They won’t expect or bother you over instant responses, and some “urgent” emails might never be sent; instead, the sender will simply deal with the issue rather than wait. All of this adds up to a huge relief of burden and an improved ability to stay organized throughout the day.

We’ve focused on emails here, but the exact same strategy can be applied for instant messages and even voice calls. The crucial point is to handle communications on your terms, at the time most suitable for you.

Be mindful during in-between moments

Be mindful during “in-between” moments

The natural state of being for many CEOs is calling shots and putting out fires 24-7. Every available minute has you jumping between activities:

  • Bathroom break? Check the emails!
  • Eating lunch? Squeeze in a call!
  • Making coffee? Check our social media!

So here’s the somewhat controversial advice we’ve heard from numerous successful CEOs—stop.

The problem with context switching (see “Themed Days” section for more on this) every 30 seconds is that your brain maintains a high base level of fogginess and fatigue that builds over the day. Say you finish a meeting and have 5 minutes until the next. If you go to the toilet, answer 3 emails, make a call and check your LinkedIn IMs, your brain is whirring at 110% on things completely unrelated to the upcoming meeting.

If instead you leave your phone at the desk and go to the loo unplugged, and even sit for 1-2 minutes doing nothing while you wait in the boardroom, your brain can effectively “catch its breath” and be ready to perform at its peak during the meeting.

There’s no need to do this all day (combining activities is part-and-parcel of the job for many CEOs) but exercising this more regularly—perhaps before your most valued meetings—could pay dividends in the long run.

PS—those emails and calls are almost always better dealt with during dedicated time slots anyway!

Hire an executive assistant or VA

Hire an executive assistant or VA

You’re the Chief Executive Officer of a company. Hopefully a fast-growing and successful one! Doesn’t matter whether you’re a by-the-seat-of-your-pants startup or a global leader—your time is too valuable for mundane tasks.

For companies in the early growth stage (or small companies in general) a virtual assistant is worth their weight in gold. You can contract them for a limited number of hours per week, and work out the exact roles they should perform. This typically includes:

  • Administrative work—This is the big one: accepting, declining and scheduling meetings; answering and directing phone calls; travel arrangements; calendar management; filtering emails or instant messages.
  • Financial—Depending on the company, VAs can take over invoicing, bills, transferring funds, monitoring payroll, making purchases and tracking expenses.
  • Promotional—Many executives use their VA to schedule and post content on their social media, deal with press, engage with followers, and generally manage their online presence

The reality is that most highly-qualified virtual assistants are the kind of people that thrive under pressure, can learn new skills easily and are nutters for organization. If you’re head of an established large company, a full-time executive assistant is probably more suitable.

While more expensive, your EA is likely to have massive experience and be proactively saving you time and stress every hour of the week. They’re more likely to become strategic partners who can provide valuable insight on everything from C-suite agenda to organizing the team retreat.

At every stage of your business’s growth, investing in an assistant will win you time (the scarcest commodity you have) and improve the quality of your work, since your brain is no longer lumbered with the responsibility for essential, but mundane, duties.

Optimize your meetings

Optimize your meetings

The stats vary, but the average US knowledge worker has 60 meetings per month, more than 4 days of working time on average. More than a third of these meetings add “no value to the organization” and the stats are naturally even worse for executives.

Time spent in unnecessary meetings is time lost on other crucial work. It pushes back your schedule and wreaks havoc on your organization. It’s a significant contributor to the late nights and weekend work. CEOs should start by implementing a culture of essential meetings only—at least as far as your time is concerned.

Consider sharing this graphic with any executives or managers that want to book your time:

Book Meeting Time

The next step is making sure that either:

  • Meetings are the necessary length—Most meetings are scheduled in arbitrary 15, 30 or 60-minute increments. They also take far longer than necessary. Encourage your organization to schedule realistic times for meetings: if it’s a small but crucial subject, scheduling a 7-minute meeting is absolutely okay.
  • Your part comes first—You want to participate as much as possible, but the reality is that your time is often needed elsewhere. If a meeting is covering multiple subjects, try to run through the areas where you will contribute first so you can then leave the meeting and get other work done. If this sounds brutal, it is. But it’s also key to staying as organized and effective as possible day-to-day.

It is also common to have your assistant attend meetings on your behalf, either to share your input or, more likely, note the important points of the meeting and run you through them quickly at another time. As long as the essential details are passed on (if required—which they often aren’t!) then you may not have to attend meetings at all.

Meetings are a source of frustration and exhaustion for many CEOs, whether they realize it or not. Don’t be afraid to defy the status quo and prioritize your time—after all, it’s quite simply more important to the business than anyone else’s!

Consider “theming” your days

Themed days is a relatively young practice popularized hugely by Jack Dorsey, CEO of Twitter and Square—the social media giant and financial services unicorn respectively.

As an extreme example of CEO of two enormous global companies, it’s unlikely that many CEOs have more on their plate than Dorsey. And since Dorsey is known to take one day off every week—as well as practicing mindfulness and exercising every day—while successfully managing these companies, there might be a thing or two to learn from him.

Dorsey attributes a large part of his success to theming his work days. The idea is to maximize his focus and quality of work across both businesses. It’s similar to scheduling “email time”, but on a grander scale. Dorsey themes his days as follows:

Monday Directional meeting and operational meetings.
Tuesday Product, engineering and design.
Wednesday Marketing, growth, and communications.
Thursday Partnership and developers.
Friday Company and culture.
Saturday Day off
Sunday Strategy, recruitment, feedback and reflection.

And every day he works half for Twitter and half for Square—thankfully most CEOs don’t have the added complication of switching companies.

It’s not just Dorsey that loves this approach, either. Famed strategy coach Dan Sullivan themes his days a little differently, categorizing them in one of 3 ways:

  • Focus Days—Making progress towards an important business result.
  • Buffer Days—Catching up on email, making phone calls, holding internal meetings, delegating tasks, processing paperwork etc.
  • Free Days—Complete disconnection from work. No calls, no emails, no nothing.

So what are the benefits of themed days?

On a personal level, theme days limit context switching—the problem where jumping between different types of tasks annihilates our productivity and focus. With our ever-more-fragmented work days and instant messaging, staying focused has never been harder.

And when you’re the CEO, you have many different types of work all vying for your attention all the time. So—themed days. Grouping like-tasks together is known to be extremely effective for getting things done efficiently. Doctors have been known to schedule all patients with similar conditions on the same day, for this same reason.

It alleviates the mental burden of thinking, “Oh, I should really get the product testing done first…” because you know that product testing is happening on Wednesday, not today. You can mentally park so many high-pressure tasks because, quite simply, they’re scheduled later in the week. Without context switching, your ability to execute on these tasks also improves considerably.

Benefits across the team or organization

On a deeper level, theme days establish a rhythm and expectation of productivity and attention within the team. If the marketing team knows it’ll be 7 days before they can get your input, they’ll make more autonomous decisions; employees will send fewer unnecessary messages and emails because they know they won’t get seen soon. Accountability shoots up.

Just as important, teams know they only have 7 days to make demonstrable progress on their current projects—you will be back in 7 days and this is an excellent motivator. In tandem with optimizing meetings (on the days you have them!) and scheduling deep work (next section) this powerful practice can be transformational for improving organization for CEOs.

Schedule deep work

Schedule deep work

We know it’s not realistic for busy CEOs to cut out all of the noise all of the time. However, there’s an unavoidable truth that even on themed days, if you’re constantly answering messages, replying to emails, scrolling your phone or anything else—even if it’s still related to your theme day—it’s going to cause backups, delays and inefficiencies in your day.

And some work simply cannot be pushed back or delayed. Work that is critical to the future of the business that only you can do. In order to get this work done, you need to schedule time wholly and exclusively for these tasks.

How to schedule “no interruption” time

We recommend scheduling blocks of 1 to 2 hours. During this time you will work with 100% concentration on your highest-priority tasks. And if it’s a challenge, stick with it! This is a deliberately long focus period to counteract our default mode of working in 3-4 minute sprints in-between distractions.

After a little adjustment, anyone can focus for 2 hours—without responding to “pressing” comms, without answering knocks on the door, and without checking Twitter on our phones.

What gets done during this time will mostly be “core work” that isn’t collaborative. It’s work that only you can do. Most of us are just not used to deep focus, but after the short adjustment period, you’ll be astonished at how much more you get done, how little your communications suffer (if anything, you’ll have fewer redundant messages to deal with) and how much you enjoy the work.

Make time for self-care

Make time for self-care

This is the one that virtually no CEO ever wants to hear: don’t work so hard you accidentally kill yourself.

More than 9 in 10 executives reach burnout; that state of total exhaustion that’s brought on by long-term, unresolvable work stress. While most CEOs know the massive health risks of burning out and struggling through exhaustion, they kind of ignore it too.

The problem isn’t necessarily the long hours of the intensity of the work—it’s how you manage your health in tandem with the work. There are 3 immediately powerful ways to preserve your mind and body better, without necessarily working less.

The simplest recommended step is simply taking breaks.

The power of taking a break

It is well-established that breaks—both long and short—have a direct correlation with productivity, clarity of thought and our ability to invent solutions. They’re also crucial for giving mind and body a chance to recuperate during intense working days.

Three ultra-accessible types of break are:

  • Low-intensity exercise (e.g walking, climbing stairs)
  • Eating good food without distractions
  • Napping

Light exercise is the most obvious. If you’re not elevating your heart rate and igniting the nervous system, your body will simply degrade. Don’t forget your brain is part of that body you’re neglecting. During the working day, something as simple as regularly walking around or taking the stairs just gives your body a little more life.

Another crucial part of managing the body is eating foods which actually help you become more energetic and healthy. Chugging soda and eating sugary snacks will kill your body and your mind.

Napping can be controversial, even though it’s proven to improve alertness and cognitive function and even though most CEOs are chronically underslept! Seriously: create a dark space at the office where you can grab 20 minutes (for alertness and energy levels) or 60-90 minutes (for cognitive function) and embrace it.

CEOs need to believe the truth that resting and taking care of their health not only directly benefits the company, it also makes them a more effective and valuable executive.

Moderate exercise every day

Moderate exercise every day

Another powerful antidote to burnout is upping the exercise intensity on a daily basis.

Even the CEOs with the most soul-crushingly long hours still, somehow, seem to make time for exercise. It’s one of the few ultra-beneficial habits that most of us can actually stick to. Whether it’s a 30-minute Peloton first thing in the morning, lifting weights at lunch or jogging on the treadmill with telly on, exercise is the most effective elixir for sustaining daily performance.

But how does this relate to organization?

Exercise empties out our heads. When we push our bodies hard, all thoughts of work, responsibilities, and problems get shoved to one side. After, when we’re recovering, there’s a renewed sense of clarity. We’re better able to see whether and how to prioritize our time, what we need to focus on, and what in our schedule can take a back seat.

All of this enables CEOs to more effectively organize their time and priorities. It keeps burnout at bay and acts like a triple-shot coffee straight to the brain, making us feel empowered, purposeful and centered.

Making room for “me time”

An essential component of staying focused, on-track and organized over the long-term is to maintain a rigorously disciplined personal time schedule. Most CEOs spend around six hours per day awake and not working. Around half of this is spent with family and the rest on a combination of exercise, entertainment, chores or doing just about nothing.

This is crucial on many levels. All CEOs are humans first and business owners second, even if they don’t realize it all the time. Making time for friends, family and hobbies enables mental wellbeing and provides a well-rounded purpose in our lives. In a work context, this refreshing personal time also makes CEOs better able to engage with employees and colleagues without becoming distant or detached.

Rigorously enforcing your “me time” routine might not have a visible instant payoff. But over the long term it is paramount for your health and, ultimately, your business.

Get (a lot) more sleep

Get (a lot) more sleep

Thanks to social media, we’re all conditioned to believe that high-performing CEOs are superheroes that need 4 hours’ sleep and leave all those 6am-alarm slackers in their dust. Fortunately, most of this garbage comes from Joe Nobody on the internet who has never actually run a company.

In the words of Matthew Walker, the world’s preeminent researcher and expert on sleep:

“The number of people who can survive on 5 hours of sleep or less without any impairment, expressed as a percent of the population and rounded to a whole number, is zero.”

 

CEOs aren’t superheroes: they’re driven and disciplined human beings that need as much (if not more) sleep as everyone else. Chronic sleep deprivation (that is, fewer than 6 hours per night) causes us to generate solutions to problems more slowly, less accurately, and less often. Our work rate naturally reduces and we start prioritizing simpler and less-essential tasks. Poor sleep significantly impairs decision making and creative thinking, and makes us more irritable, more vulnerable to stress, and amplifies emotional responses. For leaders, bad sleep directly correlates with lower charisma, self-control, and tolerance of others.

The ability to function on limited sleep is not the same as performing at or near your best. CEOs have incredibly commanding schedules; in order to work through that schedule every day, you need to be well-rested. In fact, your high-intensity lifestyle probably means you need more than average sleep in order to recover.

While it might feel productive sending emails at 10pm or setting the alarm for 5-6 hours after you go to bed, you’re probably performing between 30% and 80% of your best. Get the recommended 7-9 hours a night and, yes, you might tackle slightly fewer tasks during the day, but your performance will be substantially better. You’ll have more creative ideas and better judgement and take your company in a superior direction.

Investment in sleep should be non-negotiable.

Consider daily meditation

Consider daily meditation

unning a company is incredibly stressful. There is no end to the high-pressure decisions, short timelines, supplier and customer issues, the financial burden—like we said, it’s endless. In order to stay on top of everything, more and more CEOs are swearing by mindfulness practice.

Meditation (one method of practicing mindfulness) has been shown in studies to relieve anxiety and, therefore, boost resilience and performance under stress. CEOs need to keep any panic, fear or despair closely under wraps. Regular meditation allows you to retain your composure, find calm in the storm, and stay focused through the most stressful situations.

Whether it’s overcoming hiccups in a major transaction or managing some market disaster, composure and clarity of thought are your most powerful weapons. Using an app like Headspace to meditate for just 3-10 minutes per day (perhaps during those in-between moments we discussed earlier) probably won’t feel like anything special—but when the chips fall, your ability to calmly navigate the wreckage will speak volumes.

Use bullet journaling

Use bullet journaling

One of the most popular recent trends for improving organization is bullet journaling. This is a simple and effective way to track the past, monitor the present, and plan the future. It’s a place to manage all the balls you’re constantly juggling in one elegant, pen-and-paper solution.

(You could definitely do bullet journaling digitally, but using pen & paper forces you to slow down and stay concise—which is integral to the process)

Everything from upcoming events to to-do lists, birthday present ideas, business ideas, shopping lists, your habit trackers, employee feedback, how you’re going to prank Dan at the Christmas party…it’s all right there, in your bullet journal.

The beauty of bullet journaling is that it replaces the mountain of sticky notes and the dozens of phone reminders. It allows you to purge your mind of busy details until you’re ready to deal with them. Some CEOs swear by bullet journaling for the way it helps them organize their thoughts and stay present—both within and outside of work. Much like some other techniques we’ve discussed (namely scheduling deep work and asynchronous communication) this is all about alleviating the burden of stress and putting it somewhere else.

Somewhere it will be dealt with, but just not quite yet.

(There’s an awesome video by the creator explaining in simple terms how it works in just 4 minutes—check it out!)

Lean on your team

Lean on your team

Any CEO that wants to have serious control over their time—and avoid working dawn-to-dusk every day of the week—needs to master delegation.

One of the biggest traps CEOs fall into is believing that no one else is capable of doing a certain task. And occasionally that’s true; the reason you’re the CEO is because of your specific abilities. But you also have to justify your investment in more junior staff. There are two sides to this:

  • You don’t have time to do everything, so you need to “let go” of a lot of tasks and accept the results—even if they’re worse than what you would have produced.
  • Your people were hired because they can do some jobs better than you. Give them the responsibility to prove it.

Accepting these two ideas and proactively offloading work from your plate to theirs is guaranteed to help you take back control of your schedule and stay organized. If there are tasks you currently manage but which, long-term, you don’t want responsibility for, give it to someone to run with. Encourage them to explore their own ideas for completing the work rather than coming to you for exact instructions.

Not only does effective delegation relieve a mental burden, it improves the ability of your staff to contribute valuable work and has a practical, visible effect on the day-to-day running of the business.

Schedule according to your body

Schedule according to your body

Even if you have mastered the art of delegating tasks, getting good sleep and have hired a super-attentive assistant, you still need to schedule your day for maximum performance. Because in the end you’re still human, and your performance still waxes and wanes like the rest of us.

The trick here is understanding how your body and your brain function throughout the day. If you’re most alert and productive in the mornings, you cannot afford to waste this time on emails or “brute force” tasks. Instead, this is when you should be doing your most creative and strategic work. Later in the day when you have a crash, then you can power through with discipline and get that other work done—the tasks you can steamroll through even if your brain isn’t running at 100% capacity.

But if you get this wrong and start on your most mentally demanding work when you’re tired out, you’re going to come up with less creative and impactful solutions. Or worse, straight up bad ones. Worst of all, if you’re nowhere near “the zone” you might just procrastinate on the task and send the rest of your day and week into disarray.

Follow a “before your phone” morning ritual

It’s no coincidence that many of the highest-performing CEOs have established morning routines compared to average workers. And because they’re massively busy people, part of that routine usually involves light work such as checking emails.

A crucial element of making this habit sustainable is avoiding distractions and going “off course” first thing in the morning. For many of us, the first thing we do after snoozing our alarms is grab our phones and groggily scroll through them—and this is a painfully destructive way to do morning work.

There are two problems:

  1. Our brains need breaks from work. By going through a full morning routine (which might only take 20-30 minutes) then jumping into work, our brain and body will feel more energized. We’re less likely to feel tired (immediately or later in the day) and we create a functional barrier between “work life” and “home life” that’s essential over the long term.
  2. The quality of our decision making straight out of the bed is appalling. Like working 12-hour days without breaks, we might feel productive (because of that hard grind) but actually the brain is running at well below 100%. Probably well below 50%.

If exercise is part of your morning routine (and it should be—even if it’s a brisk 5-minute walk round the block!) this should definitely come before any phone time. Showering, breakfast, seeing the kids, meditation, making the bed—whatever it is that matters to you in the morning, get it all done in the peaceful quiet of the morning.

Then once you do turn to your phone, you’ll be ready to make faster, more effective decisions than earlier that morning. You’ll get more down and get ahead of the day. Some CEOs extend this “no phone” routine all the way to the office, but we know this isn’t practical for everyone—especially following Covid-19 where we’re spending more time at home.

Book vacations

Book vacations—even if you don’t have plans

The biggest problems CEOs have with vacation is that, typically, it doesn’t feel productive. “I don’t need to take time off” is an extremely common sentiment from CEOs and business owners. Plus the small fact that completely letting go of the company and its problems is terrifying for someone that’s responsible for the entire ship.

The thing is, vacation time is essential for giving leaders proper perspective on the business, their priorities, and their goals. We all know that we appreciate family most when we spend time away from them—well the same is true in business. You have your clearest thoughts and best perspective after returning, fresh, from somewhere else. You’ll notice the cracks and the possibilities. You’ll have a renewed vigour and will be able to deploy your time more effectively than ever.

Your attitude to vacation cascades

As a side note, the other thing is that vacation isn’t just about you; it’s about everyone else in the company. When you never take time away from work, it creates a culture of expectation among your subordinates. And if they take less time off, then the rung below them will feel obliged to follow suit.

Eventually, your entire organization can develop a reluctance to take vacation. Not because they’re so passionate about the work and making the company a success (like you) but because of pressure. And this pressure is a huge source of anxiety and frustration for employees, as well as a leading contributor of churn.

Enjoying your vacation also allows the company to survive without you. As soon as colleagues and clients realize you’re unavailable for a week, they’ll immediately work without you—solving problems, making decisions, and keeping things moving. This is extremely empowering for staff and brilliant for your own peace of mind; after all, the main reason CEOs don’t take vacation is because they don’t trust everything to work without them.

Eat a Frog

Swallow a frog first thing every day

If you want to stay on top of your day and smash every objective out the park, here’s an incredible piece of advice employed by CEOs all over the world: eat frogs.

“If it’s your job to eat a frog, it’s best to do it first thing in the morning. And If it’s your job to eat two frogs, it’s best to eat the biggest one first.”

 

This metaphor is basically saying that if you get your worst job out of the way first thing, then you have nothing to worry about the rest of the day—after all, you’ve already eaten a frog.

Even CEOs of successful companies aren’t immune to putting off distasteful tasks and finding ways to be “busy”. Breaking bad news to shareholders, having that awkward performance conversation with a colleague…

These tasks usually aren’t integral to the future of the company. Instead, the problem is that they fester and slowly build anxiety and tension in our heads. They become much bigger than they are, which makes them even more daunting to tackle. Putting off these tasks also wreaks havoc with the CEO’s finely-tuned and precise schedule because it weighs so heavily on their mind.

So whenever you make your to-do list (or your assistant hands it to you) identify the thing you want to do least, turn off your phone and just do it. You’ll feel lighter and more accomplished for the rest of the day, with that cancerous burden finally removed.

Build an internal locus of control

Build an internal locus of control

One powerful (and you could argue, essential) psychological characteristic of organized, effective CEOs is the internal locus of control. The “locus of control” describes the extent to which individuals feel in control of the events in their own lives.

  • Those with an internal locus of control believe their own actions control what happens in their lives.
  • Those with an external locus of control believe things are outside their control and “external variables” (other people, events, etc) are responsible for what happens.

Your locus of control influences how you respond to life’s challenges and your motivation to take action in response to those challenges. Here’s a more detailed illustration of the differences:

Internal Locus of Control External Locus of Control
More likely to take responsibility for for your own actions Less affected by the opinions of others
Work best at their own pace Strong sense of self-efficacy
Believe that hard work pays off Often achieve greater success in the workplace
More likely to blame outside forces for their circumstances Often credit luck or chance for their successes
Believe that effort isn’t always proportional to reward. Frequently feel helpless or powerless in the face of difficult situations

 

It’s worth noting that while people tend to champion the internal locus of control, neither is “better” than the other for all people. However, for a role as challenging, high-pressure and competitive as CEO, the internal locus of control is generally extremely valuable.

For some, locus of control has become synonymous with “outlook” or “personal agency”. If you’re running a serious company juggling endless tasks and priorities, you need an internal locus of control. You need to view every challenge as surmountable, to be constantly motivated by improvement and to believe your efforts will always be rewarded in time.

Conclusion

The idea of “staying organized” is very different for a CEO than for an average knowledge worker. Your input is required on such a massive array of topics, your responsibilities are many and varied and, ultimately, everyone else’s buck eventually stops with you.

Or in other words, you need to put a hell of a lot of work into not drowning in your job! Many of our tips focus on giving your brain the time and space it needs to perform effectively. We also consider physical and psychological “hacks” that help you free up more of your own time. Perhaps most critically, we reference various technological tools which can, by design, eliminate wasted effort and keep you on track.

Teamly is a multi-purpose project management software with a wide range of communication, task management and organizational tools, built by those whose background is in running successful business. If you’re ready to unleash your full potential as a well-organized CEO, consider introducing Teamly to your business—it might just change everything.

How to Overcome Challenges in Project Management—The New Manager’s Guide

How to Overcome challenges in Project Management
@teamly
For additional information on this topic, feel free to check out this Youtube video from our channel.

Now, onto the main content...

Every project is unique. The people, the problems, the creative solutions, the setbacks—the experience of managing a project never repeats itself exactly.

But even so, there are similarities between all projects. There are common roadblocks which appear out of nowhere, and there are common solutions to help overcome them. Our focus in this post is looking at these project management challenges and sharing practical advice you can follow to overcome them.

This article is especially targeted at inexperienced project managers. If you haven’t been around the block and seen it all before, then this will help you bridge the gap to that experience and allow you to tackle unexpected problems with confidence.

Scope creep

Scope creep

“Scope creep” is when, over the course of a project, the requirements and outcomes grow beyond your initial predictions. Usually this is the result of repeated, minor requests:

  • Can we adjust this piece of functionality?
  • Actually I thought it would look more like this.
  • Can you add this little thing in? It shouldn’t take long…

And because these are minor requests, project managers usually accept them. Scope creep causes problems for more than half of projects but, at the end of the day, you need to do what the client wants…right?

How to make scope creep impossible

In the vast majority of cases, scope creep doesn’t occur because the client changes their mind—it happens because they didn’t know what they wanted in the first place.

So the solution is incredibly simple: planning.

More than one challenge on this list eventually comes back to better planning. “Failing to plan is planning to fail” might be a cliché, but it’s also extremely apt. Right at the outset of your project, it’s crucial to get 100% buy-in from all key stakeholders (i.e. your senior management and/or the client) and make sure the end deliverables are written down in clear, concrete text and signed off.

Yes, this will require more input and effort upfront. And yes, sometimes precisely quantifying your end goals can be challenging, but it’s always valuable. Your client isn’t going to give you carte blanche to spend as much time and resources as you like—so why would you give them unlimited scope to cherry pick changes throughout the project?

More to the point, it’s impossible (as we’ll see) to budget for a project without strict requirements and outcomes. So get all of the requirements signed off early so that, down the line, the client can’t come back asking for tweaks. And if they do…

Handling scope changes like a pro

Handling scope changes like a pro

Occasionally a client actually changes their mind. They’ve bought into the initial agreement but now something’s changed and so have their requirements.

This is absolutely nothing to worry about if it’s handled correctly. Here’s what you do:

  • Get the full details of what the client wants. No vague ideas, but concrete concepts and outcomes.
  • Calculate the effect on the project:
    • Does this require extra time, personnel or capital?
    • Is work being directly replaced, removed, or added?
    • Can we still meet the original deadline? If so, do we risk compromising quality?
    • Does our team have the skillset to deliver these changes?
  • Present those results to the client. “We can deliver your changes BUT:
    • “It will increase our fee by $X” or,
    • “We’ll need a contractor for Y hours”, or
    • “The delivery date will need to be pushed back by Z days”, etc
  • Get approval sign-off on the new changes then get to work
    • No approval? No changes!

Sometimes your client isn’t going to like this—if they’re used to getting extra for their money, they might kick up a fuss. Stay strong! You’re completely in the right and acting as the consummate professional, so stick to your guns.

Once the client agrees, this is no longer scope creep; it’s just calculated scope change and you are still in complete control of your project.

Budget overrun and unplanned costs

Budget overrun and unplanned costs

By far your biggest asset when it comes to budgeting is realistic, conservative estimates from the get-go. You need to put in the hours early, making sure that predictions for materials, shipping, talent, resources and whatever else you need are as realistic as possible.

This will put you in the best possible position. However, things can and will go awry. For a start, there’s scope creep. But if you’ve followed our advice in the previous section, then everyone is agreed on the key deliverables, cost and timeline, making scope creep impossible. (Requests for changes, big or small, are now met with changes in terms!)

The 3 other main contributors to budget problems are:

1. Mistakes during planning

Despite your best efforts, sometimes there’s a miscalculation, a bad estimate, or another human error that doesn’t surface until later into the project. In this case, you need to find a solution—but this time you can’t request increased time or funds from the client.

It might be pulling some extra hours, finding creative fixes to save cash elsewhere, or a thousand other solutions. Great planning will minimize these errors but you, as project manager, must always be ready for them.

2. Poor project execution

Whether due to low motivation from the team, overestimated skills during planning, or something as simple as not tracking the project adequately, your costs can quickly spiral. Using a planning tool like Teamly to manage your communications and tasks can keep you on-track (and on-budget) through any project.

3. Economic factors outside of your control

If a massive pandemic hits and drives up the cost of shipping by 1,000%, you need to sit down with the client and figure something out. These problems are no one’s fault, but it’s still your responsibility to find the best way forward and rescue the situation as much as possible.

Most budget-related problems can be prevented with proactive measures before the project kicks off. After that, it’s all about creatively finding solutions and maintaining clear communication with the client.

Poor engagement from stakeholders and senior management

Poor engagement from stakeholders and senior management

In theory, when managing a project, everything from your level down is within your control. You can keep tabs on what’s happening, encourage faster work, solve problems, and generally keep the whole chain running smoothly. That’s a demanding role, but by regularly overcoming its challenges, you can certainly fulfil it.

But there is unfortunately a ceiling to your influence: everyone, internal or external, that ranks above you.

Of course not all senior managers, executives, external partners and clients are a problem. In fact most, while busy people in their own right, will be supportive and make their time available when it’s needed.

But if they don’t…what then?

Uninvolved clients

A huge stumbling block appears when you’re managing a project for an external client and they just aren’t engaged; they don’t actively participate or keep themselves in the loop. That is, until the project nears its conclusion and they return full of vibrant energy to tell you that everything’s wrong and they aren’t happy.

The solution? Forcefully involve them from the start.

If this sounds patronizing, don’t worry—it’s your project and you’d rather go overkill on communications than risk a late-stage flop. Involve your client by booking them into necessary calls and using email/IM for verbal confirmation that they’re satisfied at each stage. Use these meetings to request actionable feedback and get their investment in the project.

If the client states upfront that they’re extremely busy, make sure you agree either a recurring meeting dedicated to the project, or permission to steamroll ahead if they’re too busy to contribute. (From our experience, they’ll quite quickly agree to the regular meeting!)

Slow approval from management

There’s less pressure on this one because, realistically, your boss (or your boss’s boss) isn’t going to fire you for pestering them; if anything, they’ll quietly approve of your eagerness.

If your team has hammered out a ton of great work and then everything grinds to a halt while you wait, impatiently, for a signature from on high, the simplest solution is to keep on knocking.

Bring it up on calls, in the cafeteria, via email—as long as you make approval or feedback as easy to give as possible, so it takes minimal time and thought, you should get it done quickly and your project can keep forging ahead.

Quietly sitting, hoping they saw that one request buried in that one email…that’s a recipe for standstill traffic!

Skills shortage within the team

Skills shortage within the team

It’s an unfortunate reality in the world of project management that you don’t always get to hand-pick your team.

If that’s the case, then before making your comprehensive project plan, you need to firmly evaluate the resources (i.e. skills, knowledge and people) at your disposal. You need to know the limits of every person within the team. You can’t plan for complex software deliverables if there’s no coding expertise in the team.

But what if your skills shortage only becomes apparent partway through the project? Well, you need to revise your plan of action. Sit down with each team member and get their strengths, weaknesses and limits written out.

Once you know the limits of each team member, you should look over your plan and re-assess: what outcomes can realistically be achieved with the skills (and time) at your disposal? Does the project scope need to change, or can you recruit external skills to meet the shortfall?

The ability to navigate unexpected skills shortages is an attribute that separates an average project manager from a great one.

Lack of accountability within the team

Lack of accountability within the team

This is something every project manager comes across before too long: a lack of investment in the project by another employee or contractor.

You don’t need every team member bouncing off the walls in excitement, but a lack of accountability can quickly spiral into apathy, and apathy derails projects.

There are two easy-to-implement solutions. The first is using a project management software (such as Teamly) to visibly assign tasks to team members, including the deadline, core deliverables and any helpful information in one place. If these objectives sync with their calendar, even better!

By simply increasing visibility on a task (and by stating how further work depends on their contribution) you make it much harder to shirk responsibility.

Option 2 is scheduling regular check-ins with team members. Knowing there’s a progress meeting coming up can light a fire in our bellies, as well as giving you a chance to provide specific deliverables and goals for the next meeting. Use your check-ins to provide positive feedback and encouragement—everyone gets a boost from seeing their work appreciated by the manager.

Consistently missed deadlines

Consistently missed deadlines

First thing’s first—don’t be too hard on yourself or your team. Let’s take stock and figure out exactly where the problems are coming from. There are three main sources:

1. Your team is working too slowly or inefficiently
2. There are problems and delays totally outside your control
3. You’ve set deadlines which are too aggressive

We can tell you right now, it almost certainly isn’t #2. And if you’ve implemented the changes we suggested around skills and accountability within the team, it probably isn’t #1.

That leaves the simplest and most common reason for missed deadlines: they just weren’t realistic in the first place.

Here’s what to do

Accept that your assigned deadlines are unsustainable and nip them in the bud early. That means going back to the drawing board and rescheduling the project based on realistic timelines. These can be aggressive, but not unhittable.

A useful tactic here is to bring in the team members to ask what time they need at each stage. You’re project manager, but no one expects you to be omniscient: use their experience to accurately plan the project.

You then go back to your client or manager, explain the situation and get their sign off on the new timeline. Sure it’ll hurt having to request a big change, but it’s all in the interest of the project and you’ll be far better off in the long run.

Management software that isn't fit for purpose

Management software that isn’t fit for purpose

In the modern workplace, software has become an essential aid to project management. That’s a big umbrella that covers a lot of stuff: task management, time trackers, goal setting, video conferencing, instant messaging, employee monitoring and much more.

And since this often means selecting multiple vendors (and the whole screening, budgeting and presenting-to-senior-management process that goes with it) it can be an awkward part of the project.

Worse, if your tools don’t communicate perfectly with each other, your ability to execute the project effectively is jeopardized. Teamly is an all-in-one project management suite that provides everything we listed above, as well as mountains of other helpful, not-overcomplicated functionality. Built to empower teams and simplify project management, it might be just the ticket for keeping your projects running smoother than ever.

Conclusion

As you can see, the best way to solve the majority of these problems is…by preventing them with better planning in the first place! It sounds too obvious, but there really is no substitute for good, effective planning. This becomes easier as you gain experience in managing projects, but making a proactive effort to take on these lessons now will save a huge amount of time and stress in the long run.

As a project manager, you will always face problems and challenges. We hope this article helps you overcome those challenges more easily.

How Should Managers Spend Their Time To Effectively Lead A Team?

How should managers spend their time

How managers spend their time has a direct impact on employees’ experience and contributions to the company. A positive employee experience includes many factors such as healthy work culture, meaningful company vision, and the core values placed on employee wellbeing and satisfaction. There is power in being a great manager.

Effective managers don’t only just assign tasks or give out instructions. From managing one direct report to entire teams, effectively leading any employee holds much more responsibility than simple delegation. While managers are typically the final authority on a variety of different plans and projects, the difference between a manager and an effective manager holds immense influence over an employee’s experience and willingness to contribute their best to the company.

The Advantage of Having A Great Manager

The Advantage of Having A Great Manager

When employees have managers who are supportive, nurturing, and adaptable to different scenarios, there tends to be a profound ripple effect that impacts the team and the entire company. According to Gallup, who performed a study with more than one million managers in over 100,000 organizations, when managers and employees learn to work together, the outcome can be positive and long-lasting. Employees are six times as likely to be engaged in their jobs, three times as likely to have an excellent quality of life, and six times likely to agree that they contribute to a greater cause and can do what they do best every day.

So what does this mean in the workplace? With the management of an effective leader, an employee will feel:

  • Motivated
  • Valued
  • Supported
  • Confident
  • Respected

This is key when it comes to the overall success of an employee. Effective managers are most likely to understand their employee’s strengths and weaknesses, nurture their growth, communicate in a clear and transparent way, and respect the time their employees devote to their work. They look for their employee’s well-being, actively listen, and come up with strategies that can help them navigate tricky situations, while simultaneously empowering their direct reports to be confident enough in their capabilities to step into their full potential.

In the 2021 People Management Report, a survey conducted by The Predictive Index, 63% of participants with poor managers are seriously considering leaving their positions within the next year, contributing to the “Great Resignation.” The same survey revealed that employees felt the number one soft skill managers are lacking is communication. Without the ability to effectively communicate with their team and leverage existing strengths, the less likely an employee will feel compelled to stick around.

Now that we understand the effects an effective manager can have on the employee experience, let’s talk about what managers need to focus on to have the best chance of success as a leader.

Effective Managers Are Most Likely To

Effective Managers Are Most Likely To Spend Most Of Their Time Doing This

Effective managers know what success looks like and work towards it. Similar to how a company needs to develop and clarify its overall mission, ensuring everyone is on the same page and understands the path to move towards this vision, an effective manager does the same thing, just on a smaller scale.

This is what effective managers need to do:

  • Understand the impact of their team. It’s important that a manager understands how their team operates as a whole and the impact their work has on the big picture. Let’s take an example of an HR Manager. While this particular type of manager doesn’t oversee the direction of the company, it’s their job to understand how their particular unit acts as a pillar of support for all existing team members within the company – including other managers and employees from various internal departments. A successful HR department develops meaningful relationships in order for their clients to confidently reach out when there is a genuine need instead of trying to handle it on their own accord without proper counsel.
  • Set collective and individual goals congruent with the objectives of the company. As an effective manager understands the impact that their team makes on the organization, it’s now up to them to set goals aligned with the company’s mission. In the case of our example with the HR manager, a certain level of evaluation (and collaboration) is needed to establish specific goals. Let’s say one of the goals of the company is to increase recruitment efforts by targeting more diverse talent. In order for the company to meet this particular objective, the HR manager will need to consider how their team will support the main players of this goal, which includes the employees in recruitment and the hiring managers. How will HR partner up with the hiring managers to meet these objectives? How can HR best screen for potential candidates, find the best fit, and ensure a positive experience for those in serious consideration? HR leadership can then create internal goals and action plans that will help make this a reality for the company.
  • Help their direct report(s) visualize the intended outcome of their work. Managers work with their employees to sharpen their understanding of the work that needs to be done, provide them with the resources they need, and create achievable action plans that help guide the employee to the completion of these goals. It’s important for managers to remind their team what they’re all striving to accomplish—both internally and company-wide—and the potential impact their efforts will make so they’re not bogged down by trivial details and are instead consistently motivated to work towards a carefully guided, unified vision.
  • Enable their employees to do the intended work. Once the employee understands what the objectives are, it’s the manager’s job to then trust and allow the employee to confidently do that work. One of the major contributors of demoralization in employees is micromanaging. A few things happen when a manager micromanages their employee: a loss of trust, increase of burnout, and less creativity from the lack of autonomy. The more a manager interferes with their employee’s work, the more likely they’ll begin to solely rely on someone else to make every decision for them (including standard decisions they would normally be able to make on their own), lose trust in themselves and their manager, and refuse to contribute in a meaningful or innovative way. Allowing the employee an appropriate level of discretion and creativity leads to more successful outcomes.

Recognizing And Awarding Excellence

Managers Spend Most Of Their Time Recognizing And Awarding Excellence

In a report conducted by SHRM regarding employee turnover, over 91% of HR professionals believe that employees who are recognized and rewarded are more likely to stay at their companies. Recognition, however, isn’t always associated with financial compensation. Surveys suggest that 65% of employees prefer non-cash incentives.

Aside from having a positive work culture, being recognized in the workplace is another aspect of the employee experience that cannot be overlooked when retaining top talent. Managers must be able to recognize hard work, respect the time and energy it took for the team to accomplish these assignments, and congratulate and reward all those involved. More importantly, the timing of the recognition must be immediate. This maintains morale, productivity, and engagement, allowing for purposeful business growth. Employees respond positively to appreciation, and managers who engage in well-designed recognition programs can cultivate a workforce that is highly motivated and satisfied, while simultaneously decreasing the rates of turnover.

Focusing On Strengths

Managers Spend Most Of Their Time Focusing On Strengths, Not Weaknesses

Effective managers are most likely to recognize the strengths of their employees and think creatively about how to approach areas needing improvement. A manager’s job is to appreciate the strengths of their team and employ them strategically. For example, an employee who works better under routine assignments may need to be assigned more work in line with repetition. If an employee thrives under pressure, this particular team member can be given more challenging assignments, which allows for more out-of-the-box thinking. Training, coaching, and other opportunities to build skill sets should always be considered when compensating for staff weaknesses. This might include partnering employees up with mentors who can provide the appropriate guidance.

Managers understand that with every position, there is a learning curve; a period where an employee adjusts to their new role while adapting to new internal processes. Once this introductory period is over (the average introductory period can last up to 90 days), the employee is then expected to be performing independently, with little to no intervention or additional training. New managers with little supervision experience may find weaknesses in their employees frustrating and disregard the fact that these perceived “deficiencies” are actually learning opportunities to develop a skill set.

Being Empathetic Leaders

Managers Spend Most Of Their Time Being Empathetic Leaders

One of the most vital competencies of being a manager is having empathy, a soft skill that’s becoming more essential for leaders to possess, especially in challenging times. Empathy is defined as the ability to imagine oneself in the situation of another (which differs from sympathy – a feeling of pity for another person, but lacks the understanding of what it’s like to be in their situation).

Having empathy is not an easy skill to learn as a manager. It takes conscious effort and support to practice empathetic leadership in the workplace, however, it can lead to the team being able to truly connect with one another and improve their relationships. This is particularly true for managers and their direct reports. Managers need to watch for signs of burnout, long working hours, and decreased interest in the work itself and take proactive measures in assessing the employee’s current workload. Work should be divided fairly amongst the team, and if there are any imbalances, the manager needs to be able to correct them quickly before resentment starts to become a growing problem. The other important aspect of being an empathetic manager is to demonstrate a sincere interest in the team’s well-being and needs. This involves active listening, compassion, and effective conflict-resolution techniques.

Leading By Example

Managers Spend Most Of Their Time Leading By Example

Effective managers don’t just delegate, they set the tone for the team and lead by example. They show up on time, listen to everyone in equal measure, are intentional with their communication, and take responsibility on behalf of the team if mistakes are made. Managers never hyper-focus on what went wrong or who was responsible. As leaders, they take accountability and find a way to move forward, educating along the way.

Employees tend to make careful assessments of their managers by the work they do. While managers may have unique job functions, it’s important that the work the team produces is never seen as beneath the manager. A good way for a manager to build trust and respect in their team is to work alongside them, understand it inside and out, and be seen engaging in all relevant areas.

In Conclusion

There are many different challenges to being a manager. To help the company grow and reach its full potential, employees must feel motivated by their work environment, company mission, and their managers.

This is why effective managers spend most of their time looking out for their team’s wellbeing, offering opportunities for development, and providing a sincere and compassionate approach to leadership. Understanding their team’s unique strengths and how their work impacts the bottom line will help a manager succeed in the workplace and strengthen the respect they have in their position as leaders.

30 Blogs To Help You Supercharge Your Productivity and Achieve Your Goals

Productivity Blogs

Staying productive can be hard. There are good days and there are bad days. A lot of great productivity tips and hacks go unnoticed by most people. Without a solid mentor, it can be hard to figure out how to organize yourself to maximum efficiency.

This is where productivity blogs come in handy. Let someone else devise new strategies, workshop them, and then upload the results to the internet. If you know where to look you can access this advice and start applying it to your own career.

We’ve scoured the internet in search of the best blogs on productivity. From fringe ideas to tried and tested methods, there is something for everyone. Take a look through these suggestions to find a mentor that suits you best. If certain ideas aren’t meshing that well with your personality and work habits, give something else a try.

It’s hard to pinpoint exactly what productivity hacks will work best for you but trial and error is the best way to find out. The ultimate goal of productivity is to produce more work, quicker, and hone your processes to be the best that they can be.

Here are 30 of the best blogs on productivity for you to try out.

Lifehacker Blog

1. Lifehacker

Lifehacker does one thing and that’s to share ideas on how to do anything better. The editors of Lifehacker write on a wide variety of topics but the best ones are work, money, and tech.

This isn’t just a website to help you work smarter, they help you to live smarter. There’s productivity advice on just about everything.

Under their “work” section they share tips on how to increase your productivity to get more things done. Everything is well laid out on the Lifehacker website so it’s easy to navigate your way around.

No matter what you want help with, they’ve got you covered both professionally and personally.

Dumb Little Man Blog

2. Dumb Little Man

Don’t be fooled by the name, the over 7000 contributors to Dumb Little Man are anything but dumb (and many of them aren’t even men!)

Since its inception in 2006, the blog has grown to cover many topics. The blog’s original goal was to share ideas on productivity, automation, and beating your goals. You’ll be able to find this advice under the business, money, and lifehacks sections of the website.

Their advice doesn’t stop there as the website covers topics such as relationships, dating, health, fitness, and languages. Bookmarking this website can help with every facet of everyday life.

Zen Habits Blog

3. Zen Habits

Zen Habits is different from the previous two blogs we’ve mentioned because they don’t cover everything. Instead, they’re focused on two things; simplicity and mindfulness.

The archives of Zen Habits are populated with expert articles on combating the chaos of modern life. It’s through minimalism, mindfulness, and Zen teachings that they share their blueprint for living and working in the modern world.

If you’re struggling to deal with the noise and fuss of your daily life, Zen Habits could be the right mentor for you. They’ll teach you how to stay grounded, stay focussed, and create a more minimalist lifestyle.

Tim Ferriss Blog

4. Tim Ferriss

Tim Ferris is one of the most prominent productivity gurus alive thanks to his book “The 4-Hour Work Week.” One of the best things about Tim Ferris is that he is everywhere. If you prefer to read then he has plenty of books and blogs available. If you’d rather listen to him he has one of the most popular podcasts of all time “The Tim Ferriss Show”

He is an achiever and he shares his knowledge of working harder and smarter on his website. It’s here you’ll find hundreds of articles on productivity and associated topics. If you want to learn from the best, Tim might be the best mentor out there.

Most of his work is offered for free through his blog and podcast. Alternatively, you could purchase one of his books for a more structured experience.

Keep Productive Blog

5. Keep Productive

Keep Productive helps you to find the best productivity software for your needs. Modern technology has made it easier than ever to maximize your productivity. However, with so much choice available picking the right products can be time-consuming.

Their team writes detailed reviews of all the best software available. When you’re in the market for new tools, Keep Productive should be your go-to site to help you make your decision.

Alongside reviews, they also post helpful tips to help you get the most out of your chosen applications.

Becoming Minimalist Blog

6. Becoming Minimalist

Joshua Becker is the mind behind the Becoming Minimalist blog, where he shares advice on being more productive while using less. Minimalism is a popular movement that typically involves decluttering your home and workspace.

A lot of the articles focus on clearing out clutter at home through selling, donating, and recycling. Minimalism can also benefit your work life in a number of ways. You can apply minimalist values to things like your work desk, computer desktop, and folders.

By simplifying your processes you can increase your productivity because your mind will be more focused and less prone to distraction.

Todd Henry Blog

7. Todd Henry

If you work in the creative industries then Todd Henry is the productivity guru you should hitch your wagon to. His podcast “the Accidental Creative” has over 10 million downloads. He focuses on teaching creatives to be leaders, give things their best effort, and how to be authentic in their work.

On his blog, he shares articles that are focused on productivity specifically for creatives. You’ll learn his best tips on how to become prolific at what you do.

He interviews many creative people through his podcasts and the show notes are repurposed as blogs if reading is your preference.

Productivity Land Blog

8. Productivity Land

Productivity Land is a useful review website that can help you pick the right software for your needs. Their reviews section keeps up to date with new products coming to market and they give the software a mark out of 5. You’ll get information on how the product works, what the pricing structure is, and if it’s worth the price.

There’s also a dedicated section on Agile methodology that can help you learn how to structure projects. Agile is a type of project management that’s usually used in software development but it can be applied to all sorts of industries.

The Digital Project Manager Blog

9. The Digital Project Manager

The Digital Project Manager is an incredible resource for project managers, just like the name suggests. They offer things like mentorship, masterclasses, courses, and resources like templates. The website is all about digital systems and workflows.

It’s useful for beginners and professionals alike and their blog contains lots of value. They share advice on being more productive and how to make your projects more efficient. There are how-to guides on starting your project, monitoring and controlling, and closing the project when it’s finished.

If you’re looking for guidance on project management, this is the website you should refer to. Take a look through their free blogs on methodologies, risk management, and productivity hacks.

Barking Up the Wrong Tree

10. Barking Up the Wrong Tree

Eric Barker’s blog Barking Up the Wrong Tree wants to help you be “awesome at life.” He must be doing a good job because he’s attracted over 300,000 people to his email list and debuted at #2 on the Wall Street Journal Bestseller list.

His simple blog is a collection of articles on the same topic – how to be awesome at life. This isn’t just about getting organized at work. You’ll learn how to set goals and exceed them.

It’s life lessons that everyone needs to know and can be easily applied to your lifestyle. Eric Barker is a great mentor for anyone who could use some guidance with their personal aspirations.

Get Rich Slowly

11. Get Rich Slowly

Money makes the world go round and this blog is the one that can help you make sense of personal finance. Let’s face it, we could all do with some expert money management tips. Being productive with your finances can help you to focus on other things. When things are under control it frees up your brainpower for other tasks.

Get Rich Slowly covers everything you need to know about getting into a money mindset from the basics to savings and investment advice. They have hundreds of articles on personal finance that can help you beat debt forever and work towards early retirement.

The Muse Blog

12. The Muse

The Muse is a career advice website that helps people to land their dream job. If you’re in the market for a new job, they can help you with your job search. There are articles on things like job interview questions, how to perfect your resume, and how to write a killer cover letter.

It doesn’t end with the job search, they also share ideas on how to be more productive at work. If you want to secure a promotion, they’ll teach you how to stand out and be a valuable asset to your organization.

Their productivity section is a must-read for anyone who wants to manage their time better and get more organized at work.

Asian Efficiency Blog

13. Asian Efficiency

Asian Efficiency is a blog all about productivity that wants to put your health first. After working 80 hour weeks for too long, founder Thanh started the blog as a passion project to help others avoid this kind of crunch. He’s gone on to coach over 15,000 people and shares plenty of advice to help people be more productive.

The team at Asian Efficiency has done all the hard work for you as they’ve looked through as many resources on productivity as they could. Now they present the topic with the understanding that productivity is different for everyone.

It’s a personable approach that has tips, tricks, and hacks for every person.

Be More With Less Blog

14. Be More With Less

Be More With Less is another blog all about minimalism and how to apply it to your everyday life. Minimalism is achieved through decluttering your home, simplifying your life, and slowing down. Modern life is hectic and it’s easy to get overwhelmed which is where minimalism can really help.

Minimalism can help you to reduce stress, save money, and focus on the things that really matter. You can apply many of the same principles to your work life to help you create a more productive career.

Influencive Blog

15. Influencive

Influencive is a website that aims to share unconventional advice on matters like self-development, business, and marketing. They also interview influential people to gain insights into how people work effectively.

Some of the information on the website is quite advanced for newbies to the subject of productivity. They have information on important productivity topics such as choosing the right tech stack. If you want to learn from the best in business, Influencive has everything you’ll need to succeed as an entrepreneur.

James Clear Blog

16. James Clear

James Clear is someone you may already be familiar with thanks to his worldwide best-selling book Atomic Habits. He’s an advocate for habit-building as a way to increase your productivity and achieve your goals. As well as habits he writes about building processes to maximize your potential and how to do more with less time.

Take a look at his blog for free articles on a variety of different ideologies and practices. He and his team take existing ideas and workshop them to make them even better. It’s a great way to fast-track your productivity by using tried and tested methods.

Lifehack Blog

17. Lifehack

Lifehack, not to be confused with the Lifehacker blog we mentioned earlier, was founded by Leon Ho. Through this blog, Leon tries to teach his students about overcoming struggles and living their life to the fullest. Alongside masterclasses and courses, he gives away a lot of wisdom for free.

The blog is split into multiple categories including goal getting, success mindset, and staying motivated. These helpful topics delve deep into productivity and can help you with your work life.

Aside from work-related articles, Lifehack places a strong emphasis on health, fitness, and mental wellbeing. It’s easy to overlook but looking after yourself is key to staying productive.

Marc and Angel Hack Life Blog

18. Marc and Angel Hack Life

Marc and Angel are popular life coaches who know all there is to know about productivity. On their website, you will have access to over 900 articles on topics like happiness and personal development. They’ve been sharing their secrets online since 2006 and have amassed 200,000 subscribers to their email list.

Forbes considers their website to be “one of the most popular personal development blogs.” They’re the experts you need to know if you’re looking for productivity hacks as well as advice on being happier and healthier.

Optimal Living Daily Blog

19. Optimal Living Daily

Optimal Living Daily is best known for its highly popular podcast of the same name. The premise of the show is to find and read out the best blog posts on topics such as productivity, minimalism, and personal development. If your preferred method of learning is audio, then this podcast could be exactly what you need.

If you prefer to read then you’ll find a lot of interesting articles in the blog posts hosted on their own website. On the blog, they answer audience questions and fill their articles with lots of useful information.

Of course, you can always ask your own questions and get highly specialized advice.

The Art of Manliness Blog

20. The Art of Manliness

The Art of Manliness is the only bookmark you’ll need as a man (I’m sure women can bookmark this too – they just target the male demographic). The articles shared cover every aspect of a man’s life from looking good to feeling good. You can learn how to get disciplined in work and fitness with their practical, actionable advice.

It’s grown to become one of the most prominent men’s interest websites on the internet. For good reason as well, they write intelligent, thought-provoking articles that any man can benefit from.

The Selfish Mother Blog

21. The Selfish Mother Blog

The Selfish Mother Blog is a crowdsourced information hub written by mothers for mothers. It is not about raising kids, having a family, or being a housewife. It’s about sharing knowledge with other like-minded people from all across the globe.

Anyone can write for the Selfish Mother Blog and there are no barriers to entry. What people write is what gets posted, there are no pesky editors diluting content. The website has an unconventional design, preferring to split the content into boxes so they can fit Instagram.

If you can get past that, there’s a lot of useful wisdom from women who have lived all sorts of lives.

Thought Catalog Blog

22. Thought Catalog

Thought Catalog is an online publication that writes for the youth. It’s a vast resource built to help young people to live life more freely. They don’t shy away from the hard topics because they understand that people grow through adversity.

When it comes to the articles that are shared on Thought Catalog (by over 20,000 writers) they write about all areas of life. For young people who are coming-of-age, there are articles on how to be productive with your studies and work. They also teach people how to prioritize their mental and work with passion.

Thrive Global

23. Thrive Global

Thrive Global has a simple but lofty mission – to end burnout culture. Their strategies have helped thousands of businesses and their employees work smarter. As many as 95% of employees report an increase in productivity.

Stats like that mean Thrive Global is one of the premier destinations for businesses to learn new productivity hacks. Their blog has hundreds of free articles available about new cloud based tools and methodologies on productivity.

You’ll learn how to reach new levels of productivity by incorporating micro-steps. They’re passionate about teaching people how to disconnect from work and still be able to achieve their tasks. It’s a business-led approach, so team leaders and managers will find this website particularly useful.

Curious on Medium

24. Curious on Medium

Many of the internet’s most prolific writers choose to write on Medium instead of creating and maintaining their own blog. On the Medium platform, there are hundreds of publications covering all sorts of topics. Curious is one of the most popular and they share articles on “time-tested ideas.”

Writers submit their pieces on productivity, mental health, and wellbeing. Most articles are written from a personal perspective with clear takeaways and practical advice.

Curious is a great publication to learn from people who are putting their advice into practise. The stories they share explain exactly how they figured things out.

Forge on Medium

25. Forge on Medium

One other publication you should be aware of is the Medium-owned Forge. It’s their personal development blog and the editors are very particular about what they post. They only accept the very best articles which means their output is less than Curious, but the advice is guaranteed to be high quality.

Alongside expert articles on productivity, you can find career advice and stories on mental and physical wellbeing. Forge articles are research-heavy and backed by science. Some of the authors are industry leaders, making Forge one of the best publications on the platform.

NOTE: Medium is home to a lot of authors. Not all of them submit their work to publication. If there is a topic you are particularly interested in, try the search bar to find even more articles.

Mindful Productivity Blog

26. Mindful Productivity Blog

Sarah Steckler’s website, Mindful Productivity Blog, is a conscious approach to productivity that focuses on avoiding burnout. She created this idea of productivity that recognizes your unique human attributes.

Things like your state of mind, your natural energy capacity, and outside factors can cause your productivity to slow down. By putting Mindful Productivity’s advice into practice you’ll learn how to work around your natural limitations.

She’s an excellent mentor and luckily for us, she gives away her advice for free through the Mindful Productivity Blog. Take a look through to learn new ideas on an old subject.

A Life of Productivity Blog

27. A Life of Productivity

A Life of Productivity is the home of Chris Bailey’s articles on all things productivity. After graduating from business school he turned down a number of job offers in order to focus solely on the subject. He would read books, watch videos, interview specialists, as well as put himself through experiments.

He did all this so that he would be able to understand new ideas and present them to a new audience. His website and experiment took off and he’s even teamed up with Penguin Random House to publish books. Now he’s a leading expert on the subject and all of his advice is available for free on A Life of Productivity.

Productive Flourishing Blog

28. Productive Flourishing

Productive Flourishing has plenty of articles on its website that can help you be more productive. One of the best features is the free planners they have available. Download these and start your journey of getting more organized at home and at work.

The planners are the pride and joy of Productive Flourishing but there are other productivity ideas here as well. You can join their academy to become a better leader or hire the team as coaches or consults. Or you can simply check out their blog and learn all about their productivity ticks.

Productivityist Blog

29. Productivityist Blog

The name is quite the mouthful but it’s an accurate description of the blog. Productivityist has put together the best tips and tools that everyone can use. They’ve been featured by Lifehacker, 99U, and The Huffington Post, so they’re a genuinely useful resource on the subject.

What exactly is a productivityist? Well, they describe it as someone who is a “productivity enthusiast” which is exactly what they are. They have a blog and podcast full of information on productivity ideas, tools, and hacks. Take a look through their blog for inspiration on how to get more done.

Authentically Del Blog

30. Authentically Del

Delaney (or Del) does productivity a little bit differently. She wants to reframe how we think about productivity and avoid the mindset that you have to be productive all the time. The word she uses is “authentically” which means making sure you switch off and get enough rest as well.

Authentically Del has articles on how to do exactly that – be productive while making time for your mental and physical health. If you do too much, too quickly, there’s a very real risk you will burn out and you’ll see your productivity drop from 100 to 0 very quickly. By using Del’s advice you will make sure you can maximize your productivity and get enough “me time.”

Conclusion

There we have it, 30 blogs on productivity for you to choose from. Many of them take different approaches to the idea of productivity so take the time to decide what best suits your needs.

Don’t just assume that productivity is working 24/7 and not making time for yourself. While that might sound productive on paper, you probably aren’t doing your best work. For a lot of people, productivity is about doing more in less time. For others, it’s being able to wrap up their day by 5pm knowing all their work is complete.

Consider what your goals are as well as your strengths and weaknesses. Different people will respond to different ways of working, it may take some time to find the perfect setup for you. Choose a mentor who resonates with you. Listen and learn from them and start being more productive today!

How to be Productive: The Ultimate Daily Checklist

Daily Productivity Checklist

Yes, we get it—you’re not lazy…You’re just phlegmatically innovative!

It’s just like when I had a long stick beneath the bed to turn off the light so as to not have to stand up. Or maybe it was just me?

Anyway, being a couch potato won’t make you the lean, mean, and productive working machine you were destined to be.

Postpone the procrastination of tomorrow—starting today!

So, put your sloth to the side and stop sinning—here’s how to get your productivity journey on a roll through implementing a handful of time-efficient tactics.

How to Be More Productive

How to Be More Productive?

Let’s get something clear—productive people make time for what they want.

So, if you’re really up for the game of non-procrastination, then you need to handle your time to the nines. But, how to do the work without getting yourself caught up in every little thing is easy and, at the same time, hard.

Why hard? Well, because you have yet to come across the perfect daily checklist.

And why simple? Because these checklists are absolutely a breeze to make.

Yes—if doing a daily checklist is still giving you a hard time, this article will provide all of the necessities for you to keep productive standards at the tip of your fingers, and be at front of everyone’s mind as one of the efficient ones.

How to be Productive: The Daily Checklist for Efficient People

Now, for all of your procrastinators out there, let us present you with a daily productivity checklist just so you know how to make your day better, and, alas, mingle with the work beasts.

So, whatever you have to do—whether that’s bookmarking this article or printing it off and laminating it as if it’s 1999—do it, because this is the ultimate productivity daily checklist for every day of the your kickass month!

(Except February. And April. And June. And—stuff it, you know what I mean. Let’s get into it.)

Focus on Most Important Tasks

Tactic #1 – Focus on Most Important Tasks (MITs) First

Productivity tip: Tackle Most Important Tasks (MITs) first – then the rest!

Let’s start by saying that some tasks are absolutely more important than others. So, getting those tasks done before you move to the secondary ones is a must in remaining productive throughout the day.

Procrastination isn’t that far-fetched—if you try a combination of the most critical chores and the less urgent ones, that is. It’s really tempting to spend the entire day marking off easier, less significant must-dos rather than tackling the difficult tasks. But, don’t sway off course, even if it’s really difficult for you to primarily concentrate on what matters the most. Take a breather and dive head-first—letting the interfering contemplation in you be a thing of the past!

That’s why you should always take up a little of your time at the start of each day to select MITs (1 to 3 will do).

Keep in mind, these tasks must be completed by the conclusion of your working day, despite all odds. Also, you should know that despite them being your most important tasks, if they don’t conclude the key items, it’s wise to reevaluate, top to bottom.

Encourage a Serious Work Ethic

Tactic #2 – Encourage a Serious Work Ethic

Productivity tip: Instill work ethic at all costs – even if it means saying ‘no’!

Let’s not lie to each other—certain chores are rather difficult, and serious work can’t be substituted!

Everyone has gone over hardening everyday tasks that may as well be completed entirely without you having to even overthink them. This is sometimes where problems occur since the less difficult a given task is, the more motivation you need to complete it. Let’s face it, it’s not all that exciting.

Take multitasking out of the picture because you’ll find it even harder to finish them while concentrating on more than one task at a time. These duties come with their own term, too—“deep work.”

And, now, a question—how to make the most of your day working through these tasks?

Deep work.

Remember—people make time for what they want, even if it means deep work, indeed.

Tactic #3 – Maintain a Track of Distractions To Help You Concentrate

Productivity tip: Get yourself a distraction list – it helps you gather genius ideas as you work!

Diversions are the plague of efficiency and productivity!

Whether you’re attempting to concentrate on deep work, or merely coping with lesser tasks, it’s rather difficult to sustain productive habits when there are so many diversions.

Preparing a track of distractions is one effective way to reduce those said distractions – even if it sounds like a paradox!

Just write these down wherever you want, whether they’re digital lists, or go pen-and-paper style. Either way, when a diverting notion enters your thoughts, jot it down and then return to your task.

These are ideas that require consideration and writing down if you’re in deep concentration and abruptly need to recall what has to be paid. Or, if you have a great and innovative idea about that new blog piece. They simply just don’t deserve the attention yet.

Once you get a pause or a launch break, you may either handle these tasks if they’re not that time-consuming or just include them in your list for things you ought to do later on.

Utilizing The 80/20 Concept

Tactic #4 – Utilizing The 80/20 Concept.

Productivity tip: Trust the 80/20 concept to pay all attention to the most relevant tasks!

Next order of business—what’s the 80/20 concept all about and how to be productive on a higher level using this method.

This rule is also known as the Pareto Principle since it was established by an Italian economist named Vilfredo Pareto. He argues that in any endeavor, 80% of the outcomes do come about from 20% of the attempts you make on certain tasks.

People who keep productivity levels on high altitudes select the most crucial 20% of the job and tasks to stay productive at all times. Next up, they seek methods to trim the remaining 80% off their calendar to devote more time efficiency towards activities that make for a greater effect.

Tactic #5 – Break Down Tasks into Manageable Chunks

Productivity tip: End procrastination for good by breaking down tasks into a single one!

When you have tasks that are on your list that are extensive in nature but not particularly detailed, completing them gets difficult and frustrating to begin with.

Breaking down enormous tasks into quite shorter-sized pieces is an appropriate way to start. To tell you the truth, that’s what I did when writing this article, as there were several places I wanted to start.

Oh, the irony…

“Then, how about you divide and conquer the tasks?” The thought just popped up into my mind and reminded me of what needed to be done. As I heeded what the thought had urged—this is what my to-do list ended up looking like.

  • Googling up terms like “how to be productive” and “excellent, productive routines
  • Taking a look at the best 10 results about efficiency and efficient people
  • I considered additional ways to ramp up my productivity levels
  • Made a summary of the concepts I’ve searched out from the net and brainstormed on my own
  • Utilized bullet points, wrote out particular suggestions on every technique
  • Tried out a handful of bullet points every day and filtered through each one for a month—figuring out which ones worked the best
  • Went over each of the said bullet points repeatedly, and I fleshed the bullet points into entire portions and paragraphs

Sigh.

Anyway, that is how your larger task will be broken down into smaller chunks. It may be time-consuming to make the chores into manageable chunks, but you’ll do the task more quickly and see the balancing effects of this daily checklist. Feeling better already?

Relax When You’re Exhausted

Tactic #6 – Relax When You’re Exhausted

Productivity tip: Don’t lead yourself to burnout, take the time – every 55 minutes – to unwind!

No one, and I do mean no one—not even the most efficient people can concentrate for more than 8 hours at a time. It’s just not realistic. Even if you’ve got everything sorted out and you’ve had like 3 cups of your favorite caffeinated beverage, you just can’t keep attention for that long.

Short breaks of a couple of minutes might rejuvenate you and even generate new thoughts. Make it a point to take breaks regularly, and, what’s even more critical, arrange them appropriately. Diversions are simple to excuse as going on a break. However, if you don’t manage the time (including when taking a break), it’s quite probable that it will shift to becoming sidetracked and less than time efficient.

It’s not your fault that the Western way of doing things is thinking of breaks as “slacking off.” Look at the Japanese for example, they even doze off in the office and everyone thinks that it’s because they’ve been working so hard, which, happens almost all of the time!

This is surely one of those tactics to resolve the question of how to make your day better—and how to do the work you’ve set your eyes on properly.

Tactic #7 – Learning from Both Accomplishments and Failures

Productivity tip: Everything is a lesson – learn from your wins and defeats to come back stronger!

Another difficulty that time-efficient individuals face is guaranteeing that doing rapid work also means doing excellent work.

Working rapidly puts you in a position of making frequent mistakes. Highly efficient people mitigate this danger by developing and practicing their skills at all times so that delivering high-quality work becomes their second nature.

It is self-evident that you can actually take notes from the mistakes we make, and learn how to make the most of our day when avoiding them next time. When anything goes wrong, understanding the errors is the best course of action to take.

By the way, gaining knowledge from accomplishments is just as vital, but far less likely. It’s simple really—if something goes pretty good, it is good, and making changes to a good thing is rarely beneficial.

Although, sometimes, you’ll benefit by making the accomplishment even greater the next time around.

Tactic #8 – Get Your Workstation In Order

Productivity tip: A messy desk is a sign of chaotic working – a cleanse would do your workspace good!

Now it’s time for the more straightforward tactics in this productivity checklist.

Searching for lost necessities takes far longer than you can imagine. Keep your mind in one place and do not lose order over your workstation—maintain every possible tool in perspective. If you’re missing an eraser and you swear that it was just on the left of your table, but now it isn’t, it’s going to take you a lot of time looking for it in the middle of the process and progress.

Setting an Earlier Alarm in the Morning

Tactic #9 – Setting an Earlier Alarm in the Morning

Productivity tip: Early bird gets the worm and makes you super-productive. Be an early bird.

There are two benefits when you set your alarm earlier than when you wake up. First, you probably won’t even wake up after the first alarm while tending to snooze it constantly. This will open up a window of waking up on time and even earlier. Secondly, you’ll be astonished at what you can accomplish by getting up, let’s say, 20 minutes earlier. Once you’ve gotten the hang of it, you’ll have more time to work, and you’ll learn how to make the most of your day.

Tactic #10 – Create a Playlist for Increased Productivity

Productivity tip: Music keeps you balanced and productive – use it to your advantage!

I shouldn’t tell you what music you should listen to if you have a habit of working better with it. But, you should know by now that testing yourself to see if you’re working better with headphones on is a must. So, if you want a little bit of jazz (non-literally and literally) through some great music, then be our guest!

Tactic #11 – Make Time for Serious Work

Productivity tip: Get down to business – and mean it! Start first thing in the morning and keep up the pace!

A consistent timing for all your difficult tasks is a must – each day, preferably in the mornings. Making serious work a routine requires setting aside schedules regularly. Meaning, you’ll make the most if you’ve evaluated the time you have to manage serious tasks, and the easier ones on your to-do list a bit further.

Tactic #12 – Boredom is a Constructive Habit

Productivity tip: Don’t let boredom get the best of you – leave social media be – and find playfulness in your work!

It may seem strange to refer to leisure and boredom as a constructive habit, yet it’s absolutely critical. Doing deep work is never fun, and it is the thing that drives you to look for methods to pass the time. As far as feasible, stop using social media for enjoyment and become used to the boring work.

Why?

Because the more you get used to it, the better the chance it won’t be as boring as you thought it would be.

Make It More Difficult to Reach You

Tactic #13 – Make It More Difficult to Reach You

Productivity tip: Limit your reachability – with emails especially – and let others do their due diligence, too!

It’s really simple – the less email you have, the fewer distractions you’ll get. Request that individuals do the study before receiving your queries and that they include as much information as necessary in their emails. Don’t hurry with your emails also, take time so you won’t make unfavorable mistakes.

Let’s face it, it’s really not time efficient at all if you’re sending 7 emails back and forth to schedule that appointment or meeting with your colleagues. It’s rather the opposite.

Tactic #14 – Recognize Your Working Habits

Productivity tip: Assess your worker profile, your assets, and flaws – and regrow your working habits from the ground up!

Would you rather work alone? With some pauses in between? Do you have a packed schedule? You don’t have to fully focus on your calendar; simply take up some of your valuable time for focused work. Even more so if you have Attention Deficit Disorder (ADD or ADHD), since this way it’ll be a lot more possible to manage your tasks in the future while minimizing procrastination.

Tactic #15 – Talk to Somebody with High Productivity

Productivity tip – For an immediate surge of productivity – find someone who can nail it like a charm. Then – learn from them!

When you have enough time, converse with somebody you know that’s time-efficient to tell you how to make your day better. Getting information firsthand from a good friend of yours that has rarely missed a deadline is a great way to aid your productivity troubles.

They’ll tell you how they manage everything, while you should take notes on every crucial detail.

Exercise

Tactic #16 – Exercise While You Can

Productivity tip – Sweat it out – exercise more to remain more productive – but don’t overdo it!

It doesn’t have to mean that you should go to the gym quite often for hour-long sessions. It just means that every morning, getting your body to perform routinely stretches, 15-minute strolls, or some short fitness regimen will do wonders for your concentration levels. You just have to get that blood flowing first thing.

Tactic #17 – Opportunities for Individual Reflection

Productivity tip: Place a mirror on yourself and reflect – use mediation, spiritual sessions, or whatever else gets your productive juices flowing!

Ah yes, meditating! It sounds so eastern but the thing is it really does help with overthinking, blissfully setting all of your intermingled thoughts straight. Deep breathing exercises are also great since we rarely take a deep breath to let our body in that sweet oxygen. Some individuals concentrate on blissfulness, but any kind of individual reflection is worthwhile.

Tactic #18 – Reading for a Productive Mentality

Productivity tip: Not a bookworm yet? It’s high time you became one – it scales your productivity to immense heights!

Many people prefer to just mindlessly scroll through the internet for quite some time before they start their work. However, opening your favorite book and reading for about half an hour is a great way to keep productive. After time has passed, your knowledge of reading will reflect on your working habits little by little.

Tactic #19 – You Have to Know When the Working Day is Over

Productivity tip: Call it a day when you’re done working – it keeps you productive, saner, and more accomplished!

A lot of people have a thought that crosses their mind that they’re unproductive since there’s still a lot of things they can do to finish the day. This may be true in itself, but when you complete a task, permit yourself to enjoy the accomplishment. This means that you probably need to include a moment of recognition to yourself when working.

Tactic #20 – Keep a Day Log

Productivity tip: Tracking your daily progress – on pen and paper – keeps you sharp and in the utmost productive professional shape!

By keeping a record of your working day, you can see the things that you’ve accomplished and the ones you haven’t. The aim is not to end the cycle after a matter of days when you’re focusing on every little piece of the agenda. Instead, take the initiative to cross off anything you’ve accomplished on the daily checklist you have.

And, breath…

Rewards For Ultra Productivity

Tactic #21 – Rewards For Ultra Productivity

Productivity tip: Treat yourself often – so that your body and mind can manage to be hella productive!

The finest part of efficient people to keep productive at all times is receiving the luscious treat when you’ve finished with your efforts on completing the task. Whatever you do, don’t forget to include this tactic in your daily checklist. Give yourself an appropriate reward if you’ve completed most, if not all, of the things on your checklist.

This will cause your brain to recall the task as being enjoyable, making it simple to do the tasks after that. Learn to rejoice in minor victories to stay in the game.

Tactic #22 – Fix the Things That Aren’t Working

Productivity tip: If it isn’t broken, don’t try to fix it. The same goes vice-versa – if something needs fixing, fix it as soon as possible!

A daily checklist is a resource that you should utilize—always remember that!
Your career, circumstance, and status will shift and, as a result, so should your checklist. Review your checklist most of the time, to ensure that it’s still doing what it’s supposed to be doing. If some things don’t add up, make a little switcheroo so you don’t sway off the productivity track.

Tactic #23 – Prepare Your Bed First Thing in the Morning

Productivity tip: For the love of non-procrastination, make your bed when you wake up and let your day turn as productive as can be!

This is perhaps the most underappreciated efficiency advice on this daily checklist. But, consider this scenario; when you wake up, you immediately make your bed, and with that, you’ve got yourself the first productive thing of the day. This naturally makes your mind think that the whole day should go with this productive attitude.

Select Job Automation

Tactic #24 – Select Job Automation

Productivity tip: Don’t let the task control you and don’t control it yourself – you can let it manage itself!

What’s that one task, or maybe two, that you might be able to automate, speeding up your work process and ethic? Those things may be planning your social media, paying the telephone/electricity bill, or even grocery shopping. When you automate this, you’re instantly more time-efficient and it’s a really good tactic on how to be productive.

Tactic #25 – Don’t Get Rid of Bad Habits, Just Alter Them

Productivity tip: No need to give up your bad habits entirely – just make suitable adjustments to keep your productivity on a roll!

Let’s get this straight, that one negative habit you have, says a lot about your productivity levels, and jumbles up your “how to do the work” process. And, it’s really hard letting it go. However, I’m gonna let you in on a little secret—you’ll waste more time getting rid of it than altering it and getting some long-term advantages.

Tactic #26 – Make Your Day-to-Day Plans the Previous Night

Productivity tip: Don’t fall asleep before you make your next-day plan – it will give you all the productivity you need in the morning!

Instead of marking the tasks that you’re going to do throughout the day, and doing it first thing in the morning, it just takes a couple of minutes to discover the benefits of making your day-to-day plans the night prior. You’ll have established a comprehensive plan for your day, meaning that you’ll dive straight into your tasks when you wake up.

8-Hour Sleeping Schedule

Tactic #27 – 8-Hour Sleeping Schedule

Productivity tip: To manage your work to be child’s play, get a shuteye 8-hours a day!

Efficient people get enough time to rest for their health and productivity levels to sky-rocket! Like I’ve said, people make time for what they want—and who doesn’t like a good night’s rest and shuteye? This not only aids recovery from stressful days but also aids the functionality of your brain while enhancing your morale.

Tactic #28 – Discover Useful Things from Documentaries

Productivity tip: Discovery channel is your friend if you want to transform productive thoughts into reality!

It’s been a long time since you’ve learned anything fresh and useful, huh? What if a single new revelation or even a thought could transform the course of your thoughts? You’ll attain new information and knowledge just by simply watching documentaries, podcasts, and even some Ted Talks might suffice. There are a plethora of encouraging individuals and resources available.

Tactic #29 – Entrust a Task to Someone Else

Productivity tip: If you can’t beat all tasks – get someone to cover for one or two – so you won’t have to finish them en masse.

When you can’t automate a hard or time-consuming task, work with your colleagues or friends on getting it done for you. But, don’t get overconfident and start delivering more and more tasks to them, since this may backfire really bad. Once or twice should be enough to keep you on track.

Tactic #30 – Rehydrate

Productivity tip: Water keeps your mind open, your focus clear, and your productivity to the nines. Drink up!

It’s simple, to keep productive throughout the day while getting your brain to function a lot faster, drink lots and lots of water. Not only will your body absolutely feel rejuvenated, but it’s also one of the top tips on how to make your day better and ease up your procrastination.

Tactic #31 – Keep Your Energy in Check

Productivity tip: Do an energy level checkup every now and then – ensure you are fueling your productivity at all times!

Last but certainly not least, combine everything you saw here to keep your energy levels in check. No energy = no productivity. It’s simple as plain mathematics, the more you have energy, the more you’ll concentrate on being one of the more efficient people.

Keep Your Energy in Check

Now, for our Highly Productive Conclusion…

Isn’t it quite ironic how you should’ve been working by now, and instead, you’ve been giving it all just to read all of the daily checklists on productivity here? Don’t worry, all of these tactics will help you from tomorrow—procrastination pun not intended!

Memorize them from top to bottom, bookmark this page, or print it out and stick it where it’ll be seen and become the productive person you’ve always wanted to be!

Rethinking Daily Standups for Remote Teams

Daily Standups for Remote Teams

The COVID-19 pandemic has ushered in a new remote work culture throughout the world, forcing businesses and their employees to adapt quickly and rethink standard operations. While some parts of the world have partially resumed working from offices, it’s safe to say that a hybrid work model will be around for the years to come.

While this transition has been pretty challenging for most organizations, many have seen substantial benefits from it—a surge in productivity, decreased overhead costs, higher employee retention, and so forth. However, along with these benefits, businesses have had to figure out how to reorganize their most basic day-to-day processes, like daily standup meetings.

In this article, we’ll explore a variety of suggestions that will help businesses run daily remote standup meetings that will be as effective as the in-person ones everyone used to have back in the day.

Let’s jump into it.

Do we still need daily standups?

The transition to remote work doesn’t cancel the necessity for daily standups. Arguably, they’ve become more important now than they’ve ever been. They were once an essential part of an agile team. Now they’re also a valuable tool to keep distributed teams in sync.

But there’s a catch—many businesses still treat standups just like any meeting, which have traditionally tended to be long-winded and unproductive. In contrast, the standup format intends to keep gatherings brief and straight to the point.

Plus, poorly structured standups will only rob employees of their valuable time, which they could have used for focused work. As Basecamp’s cofounder, Jason Fried, once said: “Every minute you avoid spending in a meeting is a minute you can get real work done instead.”

The issue with doing remote standups

The issue with doing remote standups

Coordinating a distributed and remote team can be really challenging for a variety of reasons—time zone differences, domestic responsibilities, parenting, and so forth.

For many, participating in daily standups may be complicated because they have pre-school children they have to take care of. Others may find these meetings inefficient simply because they’re located on continents other than the core team’s.

Time zones and burnout

If your team is located predominantly within the same geographic area, daily standups may work out. However, the moment your company hires the first person from a different part of the globe, this is where issues start to arise. Bear in mind that if you hold the meeting at around 9 AM on the US West Coast, it’s 6 PM for your colleague located in Germany or 10:30 PM for your colleague from India.

While this employee might not mind joining these calls, it’s safe to say that working at these odd hours will contribute to their burnout and poor work-to-life balance.

More importantly, there are many countries around the world and states within the US where doing so may be illegal.

Potential loss of productivity

While standups seem like a quick solution to increase productivity within a team and remove bottlenecks, it can often be very taxing a team’s focus. Let’s put it this way, even if the standup gathers people exclusively from the same time zone, it will distract them from focused work, which can seriously damage their productivity in the long run.

The same applies to remote employees, but arguably to a greater extent. They’ll stop being productive even earlier since they have to watch the clock for a few minutes before the meeting is due to begin. If you do the math, there are probably a few hours of deep work lost in the process, and depending on the size of your team, the number will only go up.

Missing Advantage

Standups often raise an important question—“Wouldn’t they be more efficient if we were to do this in writing?”. Many find that doing so would be more productive than having to participate in them every day. More importantly, starting the day with a meeting is typically considered taxing on a person’s concentration.

What does an optimal standup look like

What does an optimal standup look like?

Despite the potential shortcomings of standups, they remain a valuable tool for many teams when they’re used correctly. Let’s take a quick look at some of the essential qualities of a daily standup:

  • It should be as brief as possible. These gatherings are designed for quick status updates, typically letting participants go over a few standard topics—the tasks they had worked on yesterday, the tasks they’re stuck with, and the things they’ll be working on today.
  • They should be scheduled at recurring times. Once you’ve established a good time for these meetings based on everyone’s availability, continue holding standups at that particular time with few or no exceptions. As a result, this will allow your team members to plan their day around it and not the other way around.
  • Unproductive discussions should be avoided. We often tend to get carried away when discussing issues that aren’t necessarily related to the meeting at hand. The meeting’s moderator should be mindful of the topic discussed and stop unrelated conversations in time. Standups have a clear goal, and keeping things quick and effective is paramount.

Daily standup do’s and don’ts for remote teams

Daily standup do’s and don’ts for remote teams

Okay, so now that we’ve explored the things we should avoid in daily startups, along with the things we should strive to incorporate in them, let’s take a closer look at 10 do’s and don’ts for shorter, more dynamic, and more efficient standups.

1. Structure is still paramount

Standups are called this way for a reason—they are typically held standing, which gives the meeting a sense of urgency. The slight discomfort associated with not being seated prevents people from discussing things that are unrelated to the subject of the meeting and keeps things short.

Your remote standup meetings should feature the same topics an in-office one would:

  • What did you work on yesterday (or any other time frame)? This is the core of your meeting. The answers to this question will keep your team in sync and help them understand the codependencies between their tasks and the tasks that their teammates are working on.
  • What are you working on today? Often, a person’s workday will feature a wide array of small tasks, but since standups are meant to be short, participants should focus on discussing one or two primary tasks.
  • Are you facing any challenges or obstacles with your current tasks? This is where understanding the codependencies will help people navigate tasks quicker. If something’s stopping a person from executing their task, they should let their team know, ensuring that these hindrances can be eliminated. As a result, this will make the team more efficient and productive.

Time limits are still important

2. Time limits are still important

Standing up during these meetings is probably no longer an option. You could, of course, have your colleagues stand up, but it feels slightly over the top. One way you can translate the urgency induced by standing is by having a hard or soft time limit.

Hard time limits will generally mean that a person is cut off when their time is up, but that’s not ideal since they can fail to provide the team with vital information.

Soft limits will allow them to speak longer than the time they were allocated, but they should be encouraged to wrap things up as soon as possible.

Besides individual time limits, the whole meeting should also be capped at a certain length. Typically, they shouldn’t last longer than 15 minutes, but as usual, it depends on the size of your team or the number of people attending.

However, if you notice that your meetings constantly run over the allotted time, there are a few issues that might be at fault:

  • Your agenda is poorly structured.
  • Participants provide vague updates or don’t stick to essentials.

Whenever you spot that your standups take up too much time, consider reviewing these two issues.

3. Designate a leader

Depending on the structure of your organization, there may or may not be people responsible for managing the framework of your choice. Standups are specific to Scrum and Kanban, but this meeting style has been adopted by companies that follow a wide array of methodologies, so often, there isn’t a dedicated Scrum Master or someone in an equivalent role to moderate these meetings. Therefore, organizations often designate a meeting lead. It’s common for the meeting lead responsibility to rotate, typically on a weekly basis.

Having a leader responsible for these meetings has a variety of benefits. First off, it ensures that your standups will have structure and will not spiral out of control when there’s a person to moderate them. Secondly, the rotational aspect allows people to care about the process and be engaged with it.

4. Task boards are crucial

We, as humans, strongly rely on visual input to navigate the world around us. Typically, daily standups are complemented with task boards that outline what’s done, what’s being done, and what is to be done. Ensuring that your team uses a digital task board is extremely important, in order to enable them to have a better understanding of the codependencies, commitments, and requirements of their work.

Cameras on

5. Cameras on

There’s a chance that your meetings will be more productive if the attendees’ cameras are on. In-person meetings create a sense of presence and urgency by running these meetings standing, while remote meetings could partly replicate that by showing their faces during the standup.

Having cameras on will also help participants focus by keeping their eyes on the screen throughout the standup. Let’s be honest, most of us would probably be distracted by things other than work.

The sense of mindfulness and presence that having your camera enabled creates is a small but useful trick that will help keep your meeting participants engaged.

6. Standups are not for problem-solving

It’s essential to keep in mind that daily standups are a place of noting problems but not solving them. The main goal of this gathering is to sync the entire team up and provide it with a sense of context.

As we mentioned above, one of the critical questions that need to be answered during standups regards the bottlenecks that people are facing with their current tasks. However, meeting leads should be careful not to allow the conversation not to spiral into a discussion about how these issues should be resolved. Doing so will only rob the people present at the meeting of their time, all while they have nothing to do with the task at hand.

Make sure that these issues are noted and that the people that can help address these problems do so in a one-on-one meeting, via email, or any other medium.

Keep introverts in mind

7. Keep introverts in mind

People are different. Not everybody is as excited about participating in social activities like meetings. Some actually find them fairly taxing, especially introverts. However, that doesn’t mean that they are less efficient than the rest of the crew.

In order to make meetings more bearable for them, consider making a few adjustments like:

  • Allow them to communicate in written form. Introverted people often find reporting via messages or email more comfortable.
  • Propose one-on-ones. Introverts don’t find communication itself uncomfortable, rather when it happens in large gatherings. Therefore, it’s always a good idea to allow them to interact with the meeting leader personally.

8. Keep negative feedback at bay

The main purpose of a standup meeting is to provide context and keep the team’s spirits up. It’s meant to remind everyone that they’re working on a common goal, which should motivate them to do better. Introducing negative feedback to a meeting will only defeat the purpose of helping them perform.

Generally speaking, providing feedback is an extremely fine and complex subject because doing so without understanding how it makes people feel may corrode the team spirit and a person’s engagement and accountability.

If you need to deliver some negative feedback to a person, do so privately, not during a standup.

9. Distribute time equally

Daily standups are supposed to be a collaborative effort, and managers or leaders shouldn’t be privileged with more time to speak. These meetings should aim to help teams better understand codependencies and bottlenecks, which means that the time should be distributed among people equally among the participants in the call.

Often, managers or team seniors become the focus of meetings, and rightfully so, they’re there to provide their colleagues with strategic guidance and recommendations, but that shouldn’t be true of daily standups.

10. Decide a Frequency

Standup frequency is something that should be at the discretion of the company. Businesses are different—they have different products, processes, structures, people, and so forth. Therefore, if running standups on a daily basis isn’t critical, there’s no reason to do so. The same goes if a company finds it necessary to conduct two standups a day—if that benefits the people in the organization—feel free to do so. However, it’s also important to be mindful of the fact that the law of diminishing returns does apply to meetings as well, so make sure that a higher frequency of meetings is justified.

Room for experiments

There’s room for experiments

Above, we’ve provided a lot of parameters companies should take into account to run standup meetings that are actually useful and productive. However, in this section, we’d like to recommend organizations to experiment with this type of meeting, since the people in your company can respond differently to remote work in general. Below are a few things you could tweak in order to improve the quality of your standups in a work-from-home environment.

Switch up the agenda, and write it down

Standups typically have a pretty straightforward agenda: done, doing, and to-be-done. However, that doesn’t necessarily have to be the case. As we said previously, every company is different, and its needs can differ too.

Feel free to change the agenda for your upcoming standups and consider requesting feedback from your colleagues regarding their satisfaction with the new format. If you happen to stumble upon a structure that will make your teammates more engaged and productive, consider exploring it further. Efficiency is what matters at the end of the day, so don’t shy away from switching things up a bit.

Make it optional

It’s also a good idea to explore whether you need daily standups in the conventional meaning. Work-from-home models can be taxing for a lot of people, especially if they have children or relatives that they have to take care of. The same applies to teams that are distributed around the globe. If your organization has employees throughout a wide array of time zones, these meetings could be kind of unproductive. Here are a few things that you can experiment with:

  • Switching to chat updates. If you’re a team leader and you have employees that start work a couple of hours ahead of you, consider adopting chat-based updates. This way, everyone on the team can still have access to everyone’s input without having to be on the same call.
  • Switch to recorded updates. Distributed teams can have a few standups a day for people in different time zones. These meetings can be much shorter and recorded, allowing the people that start work later in the day to receive quick updates.

Daily cafes

Daily cafes

Often, organizations tend to make meetings all about processes and information exchange, forgetting about the more complex social and interpersonal elements of teamwork. It’s safe to say that the pandemic has underlined the importance of communication and support between coworkers and maybe it’s a good idea to move away from the productivity-oriented daily standups and switch to less formal meetings at least once in a while. That is not to say that standups should be cancelled altogether, but it’s worth considering this change to improve the team spirit and bring people closer together.

A good format for such meetings would be a daily cafe, where coworkers can enjoy a beverage of their choice and discuss work along with other things, without being confined to an agenda or a timeframe.

Bottom line

It’s essential to keep in mind that daily standups are a tool and that there are many ways to use it. We’re now in the middle of a worldwide pandemic that has radically changed the lives of most people, and while it’s a good idea to continue having regular status updates, it’s also worth looking into tweaking them.

Making Ties that Bind: The Professional Guide to Onboarding and Offboarding

Employee onboarding and offboarding checklist

We’ve all known those people who manage to maintain strong bonds with pretty much every person they’ve met since kindergarten. Every time they turn around, they’re shaking hands with an old friend, and each year they send out a stack of Christmas cards that’s over two feet high.

It isn’t hard to imagine that amassing this kind of social capital gets people places. Take Bill Clinton, for example. In his biography My Life, he attributes all of his success to his friends.

A business runs on similar principles. Producing and functioning at a high level is dependent on building strong relationships with employees.

Any team leader has felt the thrill of watching a skilled team work collaboratively towards a goal. And has also felt a sickening shudder when these same employees move on to greener pastures.

Things being as they are, it’s hard these days for any one employee to sit still for too long. As any recruiter can attest, retaining a great employee is just as hard as finding one. And receiving a letter of resignation means the devastating loss of a wealth of acumen and knowledge.

It’s easy to pine for a business that draws the best and the brightest, with scores of former employees writing glowing, five-star reviews on Glassdoor.

This needn’t simply be a fantasy. The fact is, just like friendships, any business can build a dedicated team and amass a stockpile of social capital.

It requires some strategy. A central component entails mastering the craft of onboarding and offboarding. Let’s look at how to approach these critical moments, and so garner a reservoir of talent and goodwill for your business.

Employee onboarding

Part I: Onboarding

Hiring a new employee is not nearly so simple as finding someone with the right skill set, then showing them to a desk equipped with a new computer and phone.

Onboarding is the process of integrating a new employee into a business. It entails teaching about the company culture, explaining the responsibilities of the position, providing the necessary training, and introducing the employee to the team.

A sensible approach to onboarding helps a business retain a staff of dedicated employees.

Employee Buy-in Strategies

Here is how Igor Epshteyn, CEO of Coherent Solutions, reflects on the role of employees in his business: “The people is the growth of the company.…..our services are purely based on people: their skills, education and everything else. People is the fuel, the engine that allows the company to grow.”

Epshteyn’s perspective certainly isn’t an isolated one. A recent study with property managers found that one in three cited chronic turnover, onboarding and training as serious impediments to their company’s growth.

Since a dedicated team is so critical, it’s really important for a leader to understand how to go about creating one. Much of the solution has to do with building bridges at critical moments along the employee relationship arc. Using rapport-building techniques during the first days on the job helps as well.

Seize Critical Moments

Seize Critical Moments

Wipro, a call center in Atlanta, struggled with rampant turnover for years. They tried everything in the book to keep employees from walking out the door. Yet, try as they might, staff continued to cycle through faster than race cars at the Indy 500.

Until they came upon one simple onboarding experiment.

In the experiment, one group of new hires received an hour of standard, run-of-the mill training. Within this hour, job duties were explained, a star employee was highlighted, and everyone was given a sweatshirt with the company name on it.

In the second group, the initiation hour had a much different approach. The trainees were asked questions about themselves, such as “Tell me what your best day looks like?” and “Tell me what your worst day looks like?” and “What would you bring with you on a desert island, if you could only bring one thing?”

At the end, each trainee was given a sweatshirt with their own names written on it.

After seven months, Wipro checked in with the two groups, and found that retention in the second group was 270% higher than in the first! It turns out that soft skills really make or break a company after all.

What exactly happened in the Wipro experiment?

The company seized on a critical moment in the employee relationship journey, and crafted a process to make that moment highly personal. This resulted in employees feeling bonded with the business and staying on board.

Critical moments are pivotal points in a relationship that define how it progresses. Some of these moments include introductions, first arguments, and departures.

Approaching these key moments strategically makes it possible to shape the arc of the employee relationship.

During her first weeks on the job, a new hire is still uncertain about the decision to join the company. Assuage her concerns. Let her know that you see her as an individual, believe she has something valuable to contribute, and are glad to have her on board

Meeting her in this critical moment serves to cement the bond.

Use Rapport-Building Techniques

Use Rapport-Building Techniques

When an employee first joins a company, she feels very much like a fish out of water. The culture is foreign and everyone is new.

Rapport is deliberate engagement. It means putting on a certain role in order to solicit a desired outcome in a given situation.

Here are a few methods for putting a new hire at ease, drawing her out and making her feel settled.

1. Create a Welcoming Environment

A hospitable environment makes an employee feel welcome from the get-go. This entails making sure the desk is set up when the employee arrives, complete with a computer and a suitable chair.

Additionally, it’s important that the employee is properly welcomed, offered something to eat or drink, and given a tour of the facilities.

2. Find Common Ground

Breaking the ice and starting things off with some friendly banter sets a positive tone. Finding something you have in common with the employee is a sure way to draw them out. Things like pets, hobbies, or a favorite sports team are great topics for discussion.

Allowing her to make conversation on a subject in her wheelhouse makes the new hire feel confident and at ease in the foreign environment.

Imitate Body Language

3. Imitate Body Language

Body language speaks volumes about the dynamics of a relationship.

Take seating, for example. Sitting across from someone communicates authority and command and control. Whereas, sitting alongside someone communicates companionship. Imitating gestures, including crossed arms or crossed legs, gives off signals of simpatico.

While going over paperwork and showing the new hire the ropes, making an effort to communicate friendly body language sends a warm, welcoming tone.

Employee Onboarding Checklist

Employee Onboarding Checklist

The process of acclimating a new hire to a company’s culture, people, processes, and methods of communication, as well as completing any on-the-job training, really takes some time.

It may take sixty to ninety days until a new employee is fully integrated and can independently perform in her position. And that time certainly isn’t spent sitting at a desk, twiddling her thumbs waiting for a computer to arrive.

A well thought-out onboarding system makes the process as efficient as possible. Let’s go over a checklist of what to do in the onboarding process, and when.

Before the Hire

Usually, there’s at least two weeks between when an employee is hired and when she starts. This buffer provides a window for getting hardware set up.

1. Set-Up Technology

Tools. The first step to setting up equipment for the new hire is finding a desk and the proper hardware. What computer will she use, and which software? This is the time to purchase any necessary software licenses.

Create Accounts. Next, it’s necessary to set up any accounts for internal communication, such as email.

Configure Workstation. Once the proper software has been purchased, it’s time to create a login and install it.

Test. And finally, be sure to test everything. Run a trial login to make sure there are no weird pop-ups and everything is good to go.

Although this looks like four simple steps, the process really takes several days. In order to have the computer ready and waiting for the employee’s first day, it’s necessary to begin this process at least ten days in advance.

2. Maintain Contact

Touching base with the employee during this time keeps them in the loop. Particularly if the gap between the hire and start date is longer than a few weeks, it’s good to let them know you’re enthused they’ve made the decision to come on board.

First 30 days

First 30 Days

With all the basics in place, you’re ready to bring the employee in and begin training.

For the first thirty days in a company, the new hire is getting her feet wet and learning the ropes. For this period to be fruitful, it’s important to not have any performance expectations during this time. Full immersion into orientation is best, as the learning curve is steep.

Here is what the new hire should accomplish during the first thirty days.

1. Read the Company Handbook

Whether a handbook or a series of videos, make sure the employee digests a thorough explanation of the company’s culture, history, values and processes.

2. Understand Ideal Client and Competitive Edge

Similarly, make sure the employee has a keen understanding of the client or market the company seeks to reach, as well as its position in the industry, and its competitive edge.

3. Sign Essential Documents

Tax forms need to be filled out and signed, as well as COBRA and health insurance documents.

Be sure to go over any non-disclosure agreements the company has, as well as any offboarding agreements around returning technology and equipment.

Although these forms can be complicated and lengthy, it’s critical to provide a thorough verbal explanation of these agreements, in addition to the written document.

4. Meet with a Mentor

Assigning the new-hire to a mentor provides her with a go-to person for all sorts of questions. This “work-place buddy” is a source of companionship and emotional support during this period of transition.

It’s a good idea for the mentor and new hire to meet 1:1 for the first four to six weeks, and to touch base periodically after that.

5. Learn Core Tools

Provide the employee with any necessary software training, as well as instructions on how to use internal email and messaging systems.

6. Sit-in on Meetings

Have the new-hire participate in presentations, meetings and brainstorming sessions. This provides some necessary context for everything she went over in the handbook. At this point, she’s mostly suited to observe and witness the culture in-action.

7. Understand Workflow

Be sure the new hire understands the roles of the various departments, as well as any work that’s outsourced to freelancers. A visual diagram makes this information memorable and quickly digested.

Intermediate 31-60 Days

Intermediate: 31-60 Days

Now that she’s dipped her toes in the water, it’s time to get her out of the shallow end. The interim phase of onboarding is about engaging in collaborative team processes and becoming versed in job duties.

1. Perform Rudimentary Tasks

Have the new hire perform some of the basic tasks in the position. For example, an employee who’s hired on as a long-form copywriter might write a few blog posts during this time.

2. Meet for 1:1 Lunches

In order to be integrated into the business, it’s important for the new-hire to meet with employees in different departments. This allows her to engage, connect, and have a better understanding of the office dynamics and various roles and responsibilities.

3. Communicate Frequently

It’s important that the manager meet 1:1 with the new hire frequently, to solicit and provide feedback, and make sure all concerns are addressed.

Final 61-90 Days

Although she may still feel a little out of her depth, at this point the employee can take off the life jacket and freely swim out on her own.

A thorough initiation during the initial and intermediate phases ensures she’ll make a promising splash onto the collaborative workplace scene.

1. Provide Performance Update

It’s critical for the manager to continue to supervise and communicate, and gauge how the employee is collaborating with the team.

Freelancer Onboarding Guidelines

Freelancer Onboarding Guidelines

It’s so helpful to have extra hands in the office during seasonal booms, when there’s far too much work for employees to complete themselves. Plus, freelancers take on all sorts of tasks not in the immediate skill set of regular employees.

In order to enable freelancers to provide the sort of deliverables you’re looking for, take some time orienting them to your business. Bringing them up to speed on what the company is about ensures their work aligns to your brand, mission and values.

Here are a few things to cover.

  • Provide videos that tell about the company’s brand and its core values. A lot of this content overlaps with the company handbook, but it needn’t be nearly so comprehensive. When pertinent, also pass on things like the company’s font, colors, logo, and target customers.
  • Explain the processes and tools that the company uses to communicate. Set them up with messaging and email accounts when necessary.
  • In order to clearly communicate job expectations, have a face-to-face conversation about what you’re looking for. Be sure to clear up all questions and concerns. Afterwards, write up all the parameters of the project in an email, including how long it’s expected to take, the compensation and any other arrangements. This ensures that the project is communicated thoroughly, ambiguity is eliminated, and everyone is on the same page.

Remote Employee Onboarding Guidelines

Remote Employee Onboarding Guidelines

Needless to say, remote onboarding has become commonplace. In many ways, it’s much simpler than in-person onboarding.

For remote employees, a box with equipment and a welcome packet simply shows up at their door. All they have to do is open it, set things up, and they’re good to go. And for the employer, remote working dramatically reduces office space expenses.

However, much of the knowledge integral to onboarding is gained through in-person interaction. This includes things like imparting the company culture and developing a collaborative camaraderie with the team. Filling these gaps in a remote context presents a real challenge.

Here are a few things to consider when onboarding a remote employee, and getting them fully integrated into the company.

Welcome Packet Extras

As discussed earlier, the first impression is a key moment that defines the professional relationship going forward. It’s a good idea to seize this window of opportunity.

No doubt the new hire feels some excitement as she opens her “big box” full of technology equipment, a letter from the CEO, forms to sign, and the employee handbook.

Carefully consider how you want to meet these emotions. Curating the welcome packet with extras such as branded merchandise, including water bottles, a mug, a flash drive, or product samples, gives the employee a sense of belonging.

Dynamic Speakers

Much of the orientation information, quite frankly, is pretty dry.

In the same way that a lot of people pick up a magazine when the airplane stewardess gives the spiel about wearing a mask and safety exits, it’s easy to just to tune it all out.

Finding a dynamic speaker, or fun videos that present the information with a twist, helps to spark interest and keep the new hire engaged.

1:1 Meet and Greet

It’s great to make some in-person connection with a remote employee, if possible. This can be as simple as taking the newbie out for a friendly lunch and getting to know them.

Showing this kind of hospitality at the get-go increases the likelihood of employee buy-in.

Communication Norms and Tools

Remote culture utilizes a variety of tools in lieu of face-to-face communication. Each company has developed its own particular processes and tendencies. Let the new-hire know your modes of communication, be they a video messaging platform, video messaging apps, a messaging service, or email.

Establishing this clarity allows the new hire to fluidly communicate with everyone starting on day one.

Introduce Staff

Remote workers miss out on opportunities to meet colleagues through happenstance. Without a break room and in-person meetings, there’s not a lot of rubbing shoulders that goes on in remote culture.

In order to make them feel part of the team, it’s important to deliberately introduce remote workers to people in various departments.

Keep Them Engaged

In the first days of working remotely, it’s easy for the new hire to feel quite detached from the rest of the company. It’s important to keep her enthused about her new position. Two ways to do this are with stretch assignments, and providing her with opportunities to lead.

In sum, it’s important to allow for some extra hiccups with remote onboarding. Without the in-person environment, bridging communication gaps takes some time.

However, with good onboarding tools and practices, it’s possible to overcome these challenges and make a new hire a part of the company.

Employee offboarding

Part II: Offboarding

On the final day of a typical job, the departing employee turns in his key or key card, and heads to the door. He’s sent out a friendly email to everyone in the office, with warm sentiments about all of the wonderful memories and good times.

He’s exchanged personal emails and phone numbers with colleagues, and made promises to see them again soon.

However, it so often turns out that the last day on the job is more of a “we’ll always have Paris” moment. The exiting employee disappears off into a fog, never to see any of his former colleagues, or make contact with the company ever again.

Offboarding, a company’s process of ending formal ties with an employee, doesn’t receive nearly the attention or tender loving care it deserves. Companies spend so much energy finding and retaining talent, but very little into the parting of ways.

In part, a company sees a departure as a rebuff. Payroll deletes these people’s accounts, then turns its focus onto recruitment.

However, this perspective is outdated and not engaged with the modern-day working landscape, where people regularly change jobs for a variety of reasons. Handing in a resignation is not entirely a snub.

It’s more realistic for a company to view a departure as an opportunity. The benefits of maintaining a passable bridge between itself and a former employee, with exchanges at regular intervals, are many.

How to offboard with grace? Both for clients and employees, a good process requires some strategy.

The Social Capital Advantage

The Social Capital Advantage

Oftentimes, a manager conducts the exit interview in a fog of fear. He appreciates the value of the departing employee, and knows there are no guarantees that a quality replacement will walk through the door.

The fact of the matter is, companies generally want to keep departing employees in their milieu, if only to pick their brain from time to time.

The good news is, offboarding doesn’t have to mean sailing off into the sunset. Forward-thinking companies are coming up to speed here, and putting policies in place that maintain a bond with former employees. The NFL offers former employees access to healthcare, as well as the use of its training facilities. Linkedin’s former employees receive premium membership for life.

By approaching a resignation from the perspective of maintaining a bond, the company only stands to gain.

Here are some ways a company benefits when it implements bridge-building policies between itself and former employees.

1. Referrals

Former employees aren’t hiding away in an empty room. Nope, they’re very much out in the world making connections. When you’ve parted on good terms, they’re likely to refer these friends and professional acquaintances to you.

2. Reputation

Word gets around. Whether to friends or in verbose reviews on Glassdoor, former employees gush freely about their experiences working for you. Offboarding with grace increases the likelihood that these reflections are positive.

And then, before you know it, you’re talked about as the organization with a genius for relationship building.

3. Information Reservoir

Former employees, naturally, retain a wealth of knowledge about your business. If you’re ever needing to hit them up for advice or an explanation, they’re ready at hand to offer it.

4. Boomerang Employee

All professional careers take unexpected twists and turns. When you’ve parted on happy terms, employees know the door is always open. After developing a new set of skills elsewhere, the winds may shift and they may find themselves swinging back your way.

5. Recruitment

Having a solid professional reputation makes it easier to recruit the best and the brightest to come work for you.

Bridge Building Tools

All these benefits beg the question: what tools does building this bridge require?

Well, the good news is, you don’t have to offer your company gym to previous employees in order to keep them on friendly terms!

There are a lot of options. And some are neither expensive nor complicated, as it turns out. Simple things like an alumni Facebook group, an email list, or a newsletter serve to maintain the connection.

It’s not uncommon for companies (particularly consulting companies) to host alumni events and luncheons, and even offer training. When conducting layoffs, Airbnb provided services in career transition and job placement.

The solution is personalized. It entails looking closely at your company’s goals and culture, then aligning an offboarding practice that works with it. When the process or group is established, employees anticipate being a part of it when they leave.

Employee Offboarding Checklist

Employee Offboarding Checklist

In the offboarding process, an employee, either voluntarily or involuntarily, severs ties with an organization.

During their tenure, these employees gain a wealth of knowledge and acumen in the business. They become a huge asset.

When the offboarding process is haphazard, this information isn’t collected. Regaining it and re-allocating jobs and tasks then becomes an expensive headache.

A professional and systematic offboarding process seeks to collect all necessary information in a timely manner. It also acknowledges the value of the professional relationship with the departing employee, and aims to keep this relationship intact after employment ceases.

A thorough offboarding checklist ensures every step is taken for a smooth departure. In the checklist, it’s helpful to include details about who is responsible for which task, whether human resources, IT, the manager, or someone else.

Here are some steps to include:

1. Knowledge Handover

If time allows, have the employee wrap-up any projects he’s working on. It’s also important to collect documentation on processes and tasks performed in the position. Also, schedule some time for the employee to transfer job responsibilities, and train others.

2. Technology Turn-in

Gather all technology, including the computer and the company phone. Deactivate any internal communication email or messaging accounts, as well as the phone.

3. Administrative Tasks

After the final paycheck, human resources deletes the account.

4. Wrap-up Letter

Provide the employee with a wrap-up letter, which includes details about the final payment, as well as information about COBRA eligibility.

5. Exit Interview

Conduct a thorough exit interview, asking pertinent questions about the employee’s impressions of working for the company.

The exit interview aims to gather information regarding the employee’s position, experience, and tenure, to use toward improving this experience for future employees.

Since it’s simply a one-time meeting, however, the exit interview can only go so far.

For a more thorough understanding of the employee’s time with the company, it’s helpful for human resources and management to review all the 1:1 meetings the employee had with their manager.

Identifying areas where the employee was taxed and strained clarifies ways to adjust the expectations of the position, and re-allocate job duties.

Client Offboarding Guidelines

Client Offboarding Guidelines

Have you ever discontinued your subscription or services with a company, and the relationship just came to an abrupt end? You never received any thank you or acknowledgement–just crickets.

After making a substantial investment in a company, receiving this kind of a cold-shoulder response is out of line. It would leave anyone with a pretty bad taste for the company.

If you provide a client-based service, it’s critical to have protocol in place to ensure clients never leave with a similar feeling about you.

A client chooses to discontinue services for a variety of reasons, and so it shouldn’t be seen as a personal affront. Rather, it’s a window of opportunity to build a bridge and maintain a professional connection.

Maintaining an open-door relationship with a departing client entails acknowledging the services you provided and wishing them the best. It can be a simple process that you repeat whenever a client offboards.

When executed well, it’s quite possible the person will come back, or refer your services elsewhere.

Here are a few things a client offboarding system might include.

Provide a Heads-Up

Provide a Heads-Up

A few weeks before the service is due to end, let the client know. Break down everything you’ve provided during your time working for them. Thank them for their patronage and mention that you’re open to talk about the relationship, going forward.

Provide How-tos

Send documents or videos with instructions on all the tasks you completed for the client. For example, if you managed their Instagram account, you might include instructions on writing captions or creating stories.

With these tutorials, it’s much easier for clients to reiterate the processes themselves.

Send a Goodbye Email

Send a friendly goodbye message. Be sure to include all the details about various accounts you administered, so the client is able to change passwords.

Solicit Reviews

In a final email, ask the client to provide reviews of your services. After you’ve done this a few times, it’s easy to develop a template that works for you, with a series of questions such as: “What did you like best about my services?” and “What was it like to work for me?”

Once you’ve received these reviews, be sure to put them in prominent places on your website.

Send Follow-Up Emails

Touch base with the client a few times over the following three months, letting them know about any new services and specials you’re offering.

In sum, following procedures like these ensures that your client still has a positive feeling for you and your business, even after they’ve moved on.

With many service based businesses, most of the income comes from returning clients. When you take steps to offboard professionally, it means you won’t have to hit the pavement finding brand new customers.

A Beautiful Friendship

A Beautiful Friendship

What are some of the best and worst onboarding experiences you’ve had?

It’s helpful to consider onboarding and offboarding through the lens of your own experience and to gauge how certain behaviors affected your impressions of a company.

Onboarding and offboarding are critical windows of opportunity to build strong professional relationships.

Thoughtful and deliberate onboarding and offboarding processes helps to both retain employees, and maintain a solid connection with employees and clients who have moved on.

When these processes become systematic, it allows a company to increase its social capital and reputation. And the system becomes a part of the company culture.