Get Clear For The New Year Week #1: Priorities, Goals, Objectives and Saying No To What Doesn't Fit

Today, successful small businesses must make changes quickly when needed. Technology is evolving rapidly, dramatically altering the way in which businesses find, interact with and meet the needs of clients. The number of employees continues to be cut while resources become more limited, continually asking small businesses to do more with less. We're often reminded how important collaboration, communication and scheduling are when looking at our own successes as well as our teams' successes.

Chances are good that your expectations for the new year are even higher than what you had in mind and have accomplished in the year that’s ending. If so, take action now to make changes for improving your business moving forward. In my “Get Clear For The New Year” series, I’ll post each week of this month about steps you can take now to make the new year your best thus far, empowering you with the optimal tools to drive your desired workflow results.

Let's start by discussing the foundation for your upcoming success: your priorities, goals and objectives. Each of us has 1,440 minutes in each day or 10,080 minutes in each week, which means we have only 525,600 minutes in all of 2015 to achieve everything we desire. Time is a limited resource, and we cannot add to that allocation. Instead, we can only manage our actions within that allocated time to do all we possibly can. With such a limited allocation of time, it is extremely important to be focused on how we want to use it.

As Stephen Covey encourages, think of each week in your year as if it were a jar. In front of you, you’ve been given a pile of rocks, a pile of pebbles and a pile of sand. Those rocks represent actions to support the most important commitments in your life, whether your career, your health, your loved ones, your education, volunteering for a cause that’s important to you or something of equal priority to you; there are serious consequences if these tasks are left undone. The sand represents actions that are neither important nor urgent but can be good releases throughout your day, week or month, like watching funny videos on YouTube, playing video games and catching up on personal social media. Then, the pebbles represent what actions fall in between the importance levels of your rocks and sand; often, what are currently considered pebbles would become rocks if they are postponed for too long, but you currently have a little wiggle room on them. The pebbles represent tasks with slight but manageable consequences if left undone. Each week in your year can hold only so many of your rocks, pebbles and sand; be strategic and proactive about which items you choose to give your limited time. As indicated in the video at http://youtu.be/6_N_uvq41Pg, if we each allocate time for what’s most important first, we’re more likely to have more time to accomplish much more of the rock, pebble and sand items that we desire.

In these last few weeks of 2014, it’s important to clarify your rocks, pebbles and sand, creating the habit of scheduling each week with time allocated for rocks before pebbles before sand. To determine your business’ rocks, it is imperative to be clear about what are your company’s priorities and goals. Jumpstart this analysis and move towards clarity on your priorities with these strategic-planning questions:

1. What is the one thing your organization did best this year, and what is needed to repeat that success?

2. What is the one thing your organization most needs to improve, and what must happen to fix it?

3. Which groups or individuals have prevented your organization from reaching its greatest possible success, and what can be done to remove that hurdle?

4. Which groups or individuals were most responsible for your organization’s successes this year, and how can those folks be shown appreciation while encouraging that success to be repeated in the new year?

5. What performance metric has been falling below expectations, and what can be done to correct that?

6. What performance metric most closely reflects whether your organization is operating successfully?

7. Which products or services offered by your organization are most profitable? Least profitable? How can business operations be more aware of the profitability aspect for what products and services are offered?

8. What resources can help team members better achieve the organization’s goals, like networking, administrative support, technological tools or more streamlined processes?

9. About what results are you most passionate, excited and motivated? How can you focus more intently on that specific facet of your organization?

10. What areas of your business can be outsourced or automated to achieve better results in other areas?

From your answers to these questions, you can deduce which areas of your business rank as your highest priorities headed into the new year. Create a goal for each of the determined priorities; then, make sure that each goal is supported by SMART objectives, meaning they are Specific (targeting an exact area that is to be improved), Measurable (able to quantify progress), Assignable (have specified who will complete), Realistic (associated with results that can realistically be achieved with available resources) and Time-related (to be achieved by a specified deadline). 

Heading into a new year means a blank slate, and focusing your actions on your personal and professional priorities can lead to outstanding outcomes; however, it can also mean changes to your existing behaviors or habits, which is challenging. As opportunities come your way that are not aligned with your priorities, it will be important that you are armed with ways to say “no”… Here are a few examples:

- Let go of the kind of work you do not want to be spending your time on by saying “Unfortunately, I simply don’t have time for that right now”, which opens space for doing the work that really deserves your time.

- If someone approaches you with an idea, venture or suggestion in which you are interested but you just don’t have the bandwidth to consider it at this particularly busy time, say that this is a busy time for you, and ask that they contact you again after whatever date you specify as being a less busy time; this approach avoids your overwhelm by putting the ask back on the asker’s to-do list.

- Although you never owe the other person more explanation than you feel comfortable giving, if you choose to elaborate a bit more, you can always say “I’d love to, but I’ve got other commitments right now”, and feel free to explain to whatever degree you prefer what those other commitments might be.

- You can always choose the more direct approach, saying “It’s a no, I’m afraid, but thanks for asking me."

- Whenever you are overwhelmed by your current commitments and turning down a new alternative, I find it very successful to be upfront and clear about your state of overwhelm; examples of this approach include “I’ve got too much on my plate right now” or “Bandwidth is low so I won’t be able to make it work."

Whenever you are offering a “no" response, it should always be truthful, firm and not overly apologetic or explanatory; once you’ve made the decision to say “no”, try to not overthink it and always take action.

ASSIGNMENT: Visit http://youtu.be/tls8uNfeBao to see a video related to this blog post; then, this week, take time to answer the aforementioned strategic-planning questions, deducing what your priorities might be. Practice scheduling your week to focus more intently on your priorities, and brainstorm goals as well as SMART objectives associated with those priorities. Make time in your schedule for what matters most.

What are your priorities, goals and objectives? How do you make time for what’s most important? How do you move away from opportunities that do not fit your priorities?

Top 10 Sources for Information on Productivity, Technology and Running Your Business

While my site + my blog are obviously excellent sources of information to use in boosting your productivity, staying up to date on technology, running your business for optimal profitability and aiding your peace of mind, I spend a good bit of time culling others' information into my Evernote database as well as re-sharing via social media content from other reputable sources which I find most helpful and valuable. 

To further assist you, here are some of my favorite such resources:

- Engadget --- As described at http://www.engadget.com/about/, “Engadget is the definitive guide to this connected life.” I utilize Engadget content to stay abreast of cutting edge technological tools, focusing on how these new or evolving gadgets can most greatly benefit my life or my clients’ lives. Engadget’s claim is that “Our primary focus is on breaking news — the latest in gadgets, technology and consumer electronics. However, we’re also interested in related developments in science, the cultural impact of technological progress, geeky things that make us laugh and, yes, even stories that are old news to some but are simply too cool or interesting for us to skip”. This is a great source for the latest and greatest regarding technology.

- Entrepreneur --- This magazine and website provide advice, insight and news for established as well as aspiring entrepreneurs about entrepreneurialism, small business management and related opportunities. Per http://www.entrepreneur.com/page/225367, Entrepreneur works to inspire, inform and celebrate entrepreneurs. This source offers practical advice on starting and growing a business.

- Fast Company --- Per http://www.fastcompany.com/about-us, Fast Company offers “a unique editorial focus on innovation in technology, ethical economics, leadership and design” and works to inspire "innovative and creative thought leaders who are actively inventing the future of business". Fast Company sets out “to chronicle how changing companies create and compete, to highlight new business practices and to showcase the teams and individuals who are inventing the future and reinventing business.” This is a great source for content regarding technology, business and design.

- Huffington Post --- Founded and led by conservative-turned-liberal Arianna Huffington, this online news aggregator is a destination for content regarding world news, US politics, business, technology, entertainment, style, television, arts, books, recipes / food and comedy information. This site provides both reliable, breaking news as well as commentary and can catch you up on expansive breadth and depth of what is happening across a wide array of topics. Learn more about the community’s code of conduct and how to comment on conversations at http://www.huffingtonpost.com/p/frequently-asked-question.html.

- Inc Magazine --- For tips, advice, tools and services to help you start, run and grow your small business, the printed publication, website and social media feeds connected to the Inc brand are exceptional. As it describes itself, this is the only major publication designed exclusively to “guide CEOs and owners of small-to-midsize companies to success”. While plenty of useful information is available on its homepage, I like to visit http://www.inc.com/technology and http://www.inc.com/grow. This is a great source for information about starting up, growing your company, leading, innovations, technology and money. 

- Lifehacker --- With daily updates on its site and social media as well as annual lists to be downloaded, this source “curates tips, tricks and technology for living better in the digital age”. Lifehacker offers plenty of personal productivity and software recommendations to help you work smarter and save time. Always looking for additional content from worldwide experts, Lifehacker offers its pertinent details at http://lifehacker.com/5732066/about-lifehacker, and follow its applicable blogs for ways to get more done.

- Make Use Of --- Whether you sort the content by topics like Android, Gaming, Hardware, the Internet, iOS, Mac OS X and Windows or you reference its "top lists" of apps, software, tools and websites, there is a wealth of technology-focused information on the websites and social feeds of Make Use Of’s brand. At http://www.makeuseof.com/about/, you can learn more about this “leading destination for digital productivity tips and your guide to cool stuff on the Internet.” This source helps in using technology to boost work and play.

- Mashable --- As described at http://mashable.com/about/, “Mashable is a leading source for news, information and resources for the Connected Generation. Mashable reports on the importance of digital innovation and how it empowers and inspires people around the world.” Whether you are seeking better understanding on apps, being your most productive, gadgets, mobile devices, running a business, social media or software, Mashable offers helpful and insightful content. 

- Real Simple --- This company’s magazine, website and related products offer practical information and useful tidbits related to money, family, life strategies, technology, travel, etiquette, organizing, food and recipes, beauty, fashion, holidays, entertaining, weddings and health. I find their checklists particularly helpful, and you can subscribe to receive a daily quote that can be inspiring and amusing. Check out the Daily Finds at http://www.realsimple.com/magazine-and-more/inside-website/daily-finds for a sampling.

- Technology in Business --- This corporate brand is dedicated to promoting greater use of technology in businesses via asset management systems, technology systems, sales, marketing and business training. Per http://www.technology-in-business.net/about-us/, “technological advanced in the past few decades have greatly increased the competitive nature of business… (the site’s) aim is to continue this trend by providing… the latest information and best technologies available today.” This is a great source for information about using technology to increase productivity and to grow your business.

On a related note, I encourage you to check out Alltop as a solution for culling many of these resources together. It's an excellent tool to sort content by source, topic or how recently the information was posted.

What are your go-to blogs, social feeds, websites or publications? Do you have any go-to sources of information, particularly related to productivity, technology and running your business?

Is It Time To Re-Start Your New Year's Resolutions?

 This year was going to be different, right? Yet, now that we are a few weeks into the new year, are you struggling with your new year’s goals? Might you be backsliding a bit? Have no fear… You can restart at any time! Take a moment to check out my “Apps, Websites and Tech Tools To Move You Towards Your Goals” post at http://wp.me/p3M0SC-2h8 for tech tools that can help you veer back onto the right path for your resolutions. Meanwhile, there are additional steps you can start this week to be more efficient, waste less time and open space in your life for achieving the goals and resolutions you set for this new year. Here are a few ideas:

•          Streamline your calendar system with (a) one place for all your time commitments, (b) all activities documented and (c) starting the habit of regularly reviewing that planner to start as well as end each day.

•          Schedule your weekly strategy session as a repeating event on your calendar, giving you the opportunity to outline your game plan for attacking each week’s to-do items, appointments and opportunities for personal / professional growth.

•          Organize your paper and electronic filing solutions with (a) a purge of outdated contents or overstuffed files and (b) a verification that everything in your workspace has a home as well as that each item is in its assigned location.

•          Systematize your “drop zone” upon entry and exit of your home and office so you aren’t scrambling to find your car keys as you’re running out the door.

•          Consolidate your contact system into (a) one address book, (b) updated information included for each person’s record and (c) starting to build a foundation for your system of continually inputting updated / additional contact information as it is brought to you by your contacts.

•          Make certain you have a tax folder easily accessible to hold incoming documentation for the year that recently ended; then, create another file for tax-related items coming in for this new year, too. 

While all of these action items in one list might seem a bit overwhelming, think of how you can break them into bite-sized portions to do each one throughout the remainder of the month. Alternatively, is there someone to whom you can delegate any of these items? Or is it time to pick which one is most relevant to your needs and bring me back in for a “check-up from the neck up” on that particular area of focus? No matter which path to productivity you choose, take time to act now because you can make a difference.

What did YOU resolve for 2014? Have you had success? If not, which of these techniques can you implement this week to open up time for moving you towards your goals? I look forward to our dialogue with your comments below.

Location, Location, Location!

In real estate, there's an old adage of "location, location, location", highlighting the importance of where you choose to buy or rent. Well, organizing your office places the same importance on "location, location, location". Here are a few things to keep in mind when organizing your space:

- Make it easier to find what you need when you need it by limiting what is kept in your space... Purge what's unnecessary, and remember that "I might..." does not count as a reason to retain something.

- Keep the mantra "like with like" in mind to group like items together, making it easier to find what you need when you need it.

- When assigning homes to what you keep, store items closest to where you'll be using them, creating "stations" for each function of your job.

- Determine if your personality is more "out of sight is out of mind" or "in view creates visual clutter" so you use appropriate storage tools.

- Every item you retain should be assigned a "home" so it's easy to locate when needed and easy to put away when finished working with it.

- Once homes are assigned, be sure to clearly label what goes where... Label each file or container with terms that enable you to find what you need. There's no "right" or "wrong" verbiage to use when labeling each home.

- When creating your storage solutions, remember that "horizontal is hidden and vertical is visible" so you can easily see labels and know what you have.

- Separate "active" items from those you consider "archive", keeping actives closer for easier access while storing archives further away.

- Use color to group related items... Things you like less placed in files or containers that are of colors you prefer make those items less of a negative and drive actions.

- Move shared files / tools into a common space for team members to easily access in a timely manner whenever they are needed.

- Don't forget about walls and backs of doors... Often, these areas are wasted space, but they can provide a plethora of storage options.

- Remember "a place for everything and everything in its place" to stay organized for the long haul, particularly as new items arrive.

Are any of these tactics you are currently utilizing? Could any of them be implemented for your greater productivity?