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HACKING YOUR PERSONAL WORKFLOW 1

Hacking your personal workflow

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Page 1: Hacking your personal workflow

HACKING YOUR PERSONAL

WORKFLOW1

Page 2: Hacking your personal workflow

I END EVERY DAY AT INBOX 0

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WHEN I DO…

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I’M MENDEL

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Community outreach at GoDaddy

Hiker and coffee snob

Blogs frequently at mendel.me

@ifyouwillit on Twitter

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I’LL TEACH YOU HOW TO ACHIEVE INBOX 0

NIRVANA

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BUT FIRST… LETS PLAY A GAME

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SMITHSONIAN INSTITUTION

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LIBRARY OF CONGRESS

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COUNCIL BLUFFS, IA PUBLIC LIBRARY

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WHAT DO THEY ALL HAVE IN COMMON?

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THEY. ORGANIZE. EVERYTHING.

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SMITHSONIAN INSTITUTION

SOME FACTS

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FACT

Proprietary. Copyright © 2015 GoDaddy Operating Company, LLC. All rights reserved.

The Smithsonian Institution manages 19 museums.

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FACT

Proprietary. Copyright © 2015 GoDaddy Operating Company, LLC. All rights reserved.

The Smithsonian Institution collections hold 138 million artifacts, works of art

and specimens.

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Proprietary. Copyright © 2015 GoDaddy Operating Company, LLC. All rights reserved.

The Smithsonian acquires thousands of objects and specimens each year.

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NICE RANDOM FACTS BUDDY, WHAT’S YOUR

POINT?

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FACT

Proprietary. Copyright © 2015 GoDaddy Operating Company, LLC. All rights reserved.

The Smithsonian Institution manages 19 museums.

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19 Museums

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FACT

Proprietary. Copyright © 2015 GoDaddy Operating Company, LLC. All rights reserved.

The Smithsonian Institution collections hold 138 million artifacts, works of art

and specimens.

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19 Museums

138 Million Artifacts

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Proprietary. Copyright © 2015 GoDaddy Operating Company, LLC. All rights reserved.

The Smithsonian acquires thousands of objects and specimens each year.

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19 Museums

138 Million Artifacts

{Thousands of contributions

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HOW DO MUSEUMS MANAGE THE

RANDOMNESS?26

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RECEIVE

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EVALUATE SORT, CATALOGUE

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TAKE ACTION MOVE TO MUSEUM / STORAGE

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COMPLETE COMMUNICATE

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RETAC! RECEIVE, EVALUATE, TAKE

ACTION, COMPLETE

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YOU ARE A CURATOR

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Projects

Pending tasks

{Messages / Requests

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SO YOU MUST MANAGE

RANDOMNESS!34

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RECEIVE EMAIL, PHONE, SOCIAL

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EVALUATE + CURATE WHAT’S THE PRIORITY?

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TAKE ACTION

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FINISH COMMUNICATE RESULTS OF THE

ACTION

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RETAC!

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LETS START WITH THE FOUNDATION

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DEFINE YOUR CLASSIFICATION

SYSTEM

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HOW DO YOU CLASSIFY A TASK?

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• Low - Is it essential? • Medium - Is a due date looming? • High - Is it a blocker? High priority? Support related? • Immediate - Is something broken? Is the due date past?

Is someone else relying on you?

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UNDERSTAND YOUR INPUTS

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WHAT INPUTS WILL YOU ACCEPT?

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• Email • Social • Slack / Skype / Messengers • Phone • Meetings

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IT’S OK TO SAY NO.

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UNDERSTAND AVAILABLE ACTIONS

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WHAT ACTIONS ARE AVAILABLE?

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• Calendar / Meeting • Communication (Email, phone, message) • Human completed task (FancyHands) • Errand or physical task (TaskRabbit)

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DON’T DO IT ALL YOURSELF!

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LETS PUT RETAC AND THE FOUNDATION

TOGETHER51

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RECEIVE CHECK INPUTS

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INPUTS TO CHECK

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• Email • Social • Slack / Messengers • Meetings

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EVALUATE + CURATE ASSOCIATE PRIORITY

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MOVE FROM INPUTS TO TASK MANAGEMENT

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• Determine best immediate place to send task • Have one task curation point of truth • Take direct action, or if delayed action is

necessary, transfer tasks / conversations / threads to Trello

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MOVE FROM INPUTS TO TASK MANAGEMENT

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TAKE ACTION

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WHAT OUTPUTS ARE AVAILABLE?

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• Calendar / Meeting (Availability link) • Communication (Email, phone, message) • Human completed task (FancyHands) • Errand or physical task (TaskRabbit)

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FINISH

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COMMUNICATE THE RESULT

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COMMUNICATE THE RESULT

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• After you’ve decided on priority, communicate priority.

• If priority is different from what the requestor expects, include a brief ‘why’ statement.

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RETAC!

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WHAT DOES IT LOOK LIKE?

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The Change RequestEvaluateReceive Curate

Set Expectations

Take Action

Complete

?Change order

via emailMedium priority to be done later

Create new Trello card with email body

Complete change request

Send email outlining priority and estimated

date of completion

Send email with details regarding the completed

change request

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The Meeting RequestEvaluateReceive Curate

Set Expectations

Take Action?

Receive meeting request

High priority, schedule now

Delete email Receive return meeting request

Send reply with calendar availability link

Accept meeting request

Complete

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The Dinner MeetingEvaluateReceive Curate

Set Expectations

Take Action?

Receive meeting request

High priority, schedule now

Forward email to Fancy Hands

to book reservation

Eat dinner

Send meeting requestor dinner details

Close that deal!

Complete

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The ProofreadEvaluateReceive Curate

Set Expectations

Take Action?

Receive guest blog post

Medium priority Forward email to Fancy Hands

Schedule blog post

Review proofed article Email guest poster with publish date

Complete

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The Ship Something TaskEvaluateReceive Curate

Set Expectations

Take Action?

Receive contact form request for

company stickers

Medium priority Add task to Trello and contact Task Rabbit

Meet Task Rabbit and confirm shipment

Send email that request was received

Email requestor with tracking info

Complete

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____________EvaluateReceive Curate

Set Expectations

Take Action?

Complete

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YOU TOO CAN ACHIEVE INBOX 0

NIRVANA70

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I’M MENDEL

71

@ifyouwillit

mendel.me