Your Complete Guide to Strategic Task Lists

Business, Goals and Business Planning, Strategic Thinking, Time Management

Your Complete Guide To Strategic Task Lists

Here’s the honest truth for entrepreneurs - your task list will NEVER be complete. There will always be more to do! So how can you manage everything without tasks or projects slipping through the cracks? Use strategic task lists.

Why You Should Use a Strategic Task List

A strategic task list is a list of tasks that can help you achieve your goals. It is a tool that can help you stay organized and focused on what you need to accomplish. It can be used for a variety of purposes and is one of the strongest time-management tools you can have in your arsenal.

Strategic Planning:

Use the list to organize your thoughts and plan out your agenda for the day or week with each item representing an action or project you want to complete.

Goal Setting:

The tasks on the list are those things that support your goals, making it easier to remember what needs to be accomplished in order to reach them.

Resource Management:

This type of task list is often used by people who need reminders about what’s happening at work so they know which meetings they need to attend, identify gaps, and maximize capacity.

Change Your Strategy by Having a Strategic Task List

If you have a task list, you are more likely to complete it within time limits which will lead you to accomplish your goals faster.

With a written strategic task list, you are less likely to be derailed or distracted by small tasks that may not seem urgent but actually are urgent. Being able to identify what needs immediate attention is important for an organization’s success.

When there is clarity about what needs to be accomplished time gaps are eliminated and you achieve maximum productivity levels.

Create the Perfect Strategic Task List

Creating the perfect strategic task is easier than you might think. Following these simple steps will ensure that your task list is effective:

First, do a brain dump! Using a pen and paper, set a timer for 15 minutes. Write down EVERYTHING that you need to do - business and personal. Do not assign deadlines, edit or prioritize yet. When the timer goes off, try to go for another 5 minutes.

Next, prioritize the tasks using the time management matrix:

Urgent + Important: Must do tasks with a clear deadline such as paying taxes, paying bills, completing work on a deadline. If this isn’t done - there is a clear consequence!

Urgent + NOT Important: Time-sensitive tasks that should get done such as replying to your emails, client communication, working with your team. This is an excellent area to automate and systemize.

NOT Urgent + NOT Important: These are tricky tasks because these are the ‘should do’ tasks we say yes to without determining if they really help us reach our goals. Learn to say NO to these tasks. Outsource to another to handle this area.

NOT Urgent + IMPORTANT: This is where you want to play! Focus your time and energy on important revenue-generating tasks such as marketing, sales, or developing new revenue streams.
Many of the tasks should be based on your goals. I find it helpful to keep a printed copy of my goals on my desk, usually in my day planner, for quick reference.

Finally, check your daily task list at night and prioritize the remaining tasks based on what you should be working on first. Create a fresh list every morning pulling forward the unfinished tasks from the day before.

It is important for any organization to have a strategic task list. Whether your company has 1 employee or 100 employees, using strategic lists will help them understand the steps needed to reach the end goal and thus, provide stability and consistency in your strategy.

To help you get started with your strategic goal planning, grab this FREE Goal Planner:

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Effective Daily Planning: Getting Things Done

Accountants, Accounting Firms, Business, Goals and Business Planning, Helpful Tips, Time Management

Effective Daily Planning: Getting Things Done

It's no secret that the world is a fast-paced place. We're constantly inundated with new information, technology, and change. For many Accountants and CPAs, this pace can be overwhelming. If you don't take the time to plan your days, you can easily lose focus and become less productive. This can lead to even more stress and anxiety as you try to play catch-up.

Not planning your day can lead to missed opportunities and goals and can hurt your client relationships.

Learning to be more productive in your everyday life is important to combat this. And while there are many different ways to increase productivity, one of the most important is learning how to effectively plan out each day.

First, you must define what "done" means to you and your staff if planning their day. Knowing your "done" will help you plan realistically (and stop when it's 'done' – no perfectionism allowed). This may mean setting a daily or weekly goal for what you want to achieve. For example, if your goal is to complete your continuing education plan, "done" could mean completing two hours daily. If your goal is to engage more with your followers on social media, "done" could mean posting and interacting three times a week. Once you clearly understand what "done" looks like, you can start to really plan your days.

Next, you must decide what end results would make the day a success for you and your team. This will help you focus on what's truly important and let go of anything that isn't. This step involves really thinking about what you want and need to achieve. If you don't know what results you want, it's pretty hard to plan your day effectively!

The next step is to break down those desired results into tasks - the actions you need to take to make the day a success. Be mindful of what you choose to prioritize, you don't want to waste time doing tasks that won't help you achieve your daily goals. This is also a great time to note any tasks that you can delegate to your virtual assistant to lighten your load.

Planning and Preparing

Now that you've decided what "done" looks like, selected your goals for the day, and broken them down into tasks, it's time to start planning and preparing.

What does that look like? For many, it involves planning out times throughout the day for specific prioritized tasks. Start with the most important tasks first.

Part of the planning process also involves preparing. Ensuring you have all the necessary resources is an important piece of the productivity puzzle. Try sketching out a general plan for the week in advance and list the resources you need to obtain or access for each task. Especially if it’s something you need from someone else or if you need to provide it to a staff member so they can do their task. Preparing in advance allows time for you to get all of those things together.

Another part of the process is to plan ahead. Use a weekly or monthly planner in addition to the daily plan. Planning ahead allows you to allocate your time appropriately to achieve your goals. If you want to complete a large number of work tasks, but you also have several doctor appointments, meetings, kids’ activities, etc., scheduled that week, you’ll quickly see that you do not have as much time as you thought and you can prioritize tasks accordingly.

Bonus tip: Publishing the company's weekly or monthly plan also helps your staff better plan their day!

You can also use productivity technology that's available to you to make your tasks easier. Many tools are available today that can automate processes or at least make them simpler or faster to complete. Digital planners, Google Calendar, productivity apps, AI tools, scheduling tools, etc., are all technology resources you can utilize to make your life (and work!) easier. Don’t get so caught up in finding the “perfect” technology to use either – the best tools are the ones you will use consistently.

If you are not as productive as you think you should be or if your staff hangs out more at the water cooler, using a strategy like the ones shared above can be an excellent way to get things done by focusing on the goals and tasks most important to your accounting firm. And finally, check your plans often to ensure they match your goals and adjust when necessary. What works in the summer months may not be realistic during Tax season.

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What Is Your Time Vampire?

Accounting Firms, Business, Goals and Business Planning, Helpful Tips, Time Management

What Is Your Time Vampire?

Part I of our Time Management Series

One of our most valuable resources is time. In fact, in some ways, time is the only limited resource. Every person has the same time each day to accomplish whatever it is that they desire. On average, most people have approximately the same number of years of life to achieve all that they want too.

If that’s true, why do some people seem to get a fantastic amount accomplished, while others seem to lack time to do the same, even given the same time to get things done?

The truth is that many people sabotage themselves when it comes to being productive. They waste time without even thinking about it, in ways that do not notice, and then wonder how they’ll ever be successful with the limitations given to them.

The first thing to do to eliminate time wasters in your life is to recognize them for what they are and how they affect your life. Once you identify what is wasting your time, either delegate the task or item or eliminate it. That sounds easy, but some things may be more challenging to identify than others.

Grab a pen and paper, find a quiet place, turn off your phone – set up a no distraction zone, and find your time vampires.

Be Honest About How You're Spending Your Time

You’ll need to get real with yourself. It’s so easy to say that you don’t have time for things, but how much time are you really spending on Facebook, watching TV, surfing the Internet, gaming, and doing things that do not lead you toward meeting your responsibilities and realizing your life’s goals? Can you spend your time better? Absolutely!

What is a Timewaster?

For most people, time wasters are apparent. They consist of activities like watching TV, surfing social media, playing games, and doing things that get in the way of productivity haphazardly. For others, they may need to dig to figure out where they’re leaking time. For example, is a friend calling you every day and talking to you an hour or more? Does a co-worker stop by your desk for “one quick question” that turns into a 30-minute chat session?

Even things that seem significant on the surface, like talking to your co-worker, can end up becoming a time sucker if you are allowing it to get in the way of your overall schedule. Write down any item that you think might be a timewaster.

Do you procrastinate on this task?

Now let’s look at some tasks at which you tend to procrastinate. Make a list of them without any judgment. Right now, don’t deem them as timewasters or essential tasks. If you tend to put it off, or often don’t do it until the last possible minute, or even at all (even when it’s needed), write it down.

The truth is, most of the items you procrastinate about are going to be timewasters, but they might not be something you think of immediately as a timewaster. Of course, you must pay your bills, but if you put it off, pay them late, do it last minute, and aren’t scheduling and organizing, you’re wasting time someplace.

What Bottlenecks can you Identify?

Look at a day, or a week, of your life. Write down any times of the day that seem overwhelming in terms of the time you have available versus what you need to accomplish. For example, are you having trouble preparing healthy meals on practice nights? Are you missing deadlines to submit work to clients? Do you often feel rushed and overwhelmed? Write down each time that happens during the week that you monitor.

Each situation needs to be analyzed so that you can figure out how better to accomplish your tasks. For example, on practice nights, eat leftovers for dinner, such as leftover turkey wraps that can easily be thrown together in 15 minutes and eaten with the hands.

Are You Losing Track of Time? Why?

During some portions of your day, you may find that you’re losing track of time when you’re doing those things. For example, some people lose track of time while surfing on the internet, or social media. They’re looking for a 30-minute recipe to cook their favorite meal, but they get sucked into the internet, and it takes an hour or two to find the recipe.

Other things might be less noticeable. However, if you think something takes 30 minutes to do and it really ends up taking an hour or more to do, you’re either losing track of time for some reason, or it really takes longer, and you’ve scheduled incorrectly.

Can You Identify an Outside Source That's Distracting You?

Some timewasters almost seem as if they’re utterly uncontrollable because they come from outside sources. They can be family, friends, colleagues, and bosses, and others, causing the issue for you. Identify these issues for yourself. Once you realize what’s happening, start setting boundaries, or find a way to work around the person or thing distracting you.

People really cannot multitask/ Our brains are simply not wired for it; we just think we can. If you have set aside time to journal each night to become more thankful, you may be wasting time by keeping the television on while doing it. However, knitting a birthday sweater while you watch TV might work out great. The only way to know whether you’re more productive without multitasking or not is to try doing things without multitasking and time yourself.

What Is and What Is Not Getting Done?

Believe it or not, sometimes, the things that are getting done don’t even need to be done and get in the way of you getting important things done.

Make a list of things and tasks that are and are not getting done. What was the purpose of the tasks you completed? Were they a part of your plan, or did you get sidetracked? What about the tasks not getting done at all by you or anyone due to being overlooked. Put all these in order of importance. If you want them to get done, put them at the top of the list. If they don’t matter in the scheme of things, put them at the bottom, and then eliminate them.

Time Vampires

Let's talk about a few of the typical time vampires that you probably want to work on stopping right now. You'll likely find more as you work toward discovery in your situation, but most people can agree that the following are common time suckers that you should stop doing now.

Not Setting Goals

The very first thing you should do is to set goals based on your morals and values for your entire life. Set life goals for your life psychologically, physically, and spiritually in each area of your life, including personal, relationships, and work. For example, if you want to be healthy, you’ll need to set healthy eating goals, healthy exercise goals, and so forth, according to the results you desire.

Once you have set your goals, you need to look hard at the tasks you perform and ask yourself:

Does this task align with my goals?

If you feel any resentment at all about a task, it’s important to ask yourself questions about your goals and how the task helps or does not help.

What deliverable will result from doing this task?

When you do this task, what is the result of doing it?

Does doing this task move me closer to my goals? How?

All of us can be guilty of doing busy work in life. By asking how the task moves you nearer your goals, you will find you can eliminate most busy or filler work. If the task is not moving you toward your goals, and you can do it another way, you should examine that other way to figure out if it’ll work for you. A task that many can identify with is going to meetings. So many meetings are useless and time vampires.

Not Planning and Scheduling What’s Important to You

Once you have identified what’s important to you, it’s essential to create a plan and make a schedule of the steps in chronological order of what you need to do to get to success and reach your goals in the time frame you’ve set up for yourself. For example, if you believe it’s important to eat dinner with the family four nights out of seven, what are you doing to ensure it happens? Likewise, if you want to publish an 80,000-word novel by December, what do you need to do to get there?

Lack of Organization and Systemization

One reason people don’t reach their goals promptly has to do with not organizing based on the actual amount of time you have to do the tasks. If you want dinner on the table at 7:00 pm each night, plan the meal carefully, consider the time it takes for prepping, cooking, and setting the table.

Plus, not creating systems with automation in place is a huge time sucker. For example, there is no reason to spend hours paying bills each month when you can automate the process via your bank. You can even organize and systemize family dinner by assigning each person a task to do that ends up with dinner being on the table by 7:00 pm in a realistic manner.

Not Delegating and Always Doing Everything Yourself

Whether you’re a stay-at-home parent, a salary earner, or an entrepreneur, you can’t do everything yourself. It’s imperative to your future that you learn to delegate and stop trying to do everything yourself. There are people in your life that can help you, and if you don’t have those people yet, you can find them.

Ask yourself: What is the point of doing this task? What is the reason you’re doing it? Assess every task to decide whether you need to do it yourself, or you should let someone else do it.

Delegate any task that you do not need to do specifically. Underline any task that you can transfer, even if you don’t think you know who to ask or you don’t think you can afford it. Just note the ones that you can delegate.

Not Setting Boundaries and Saying Yes Without Thought

This is usually related to being a people pleaser, too. Some people call these people “yes” people. You see them in every single PTA, Church Group, Office, and volunteer opportunity. Some may see this person as the “go-for,” who gets things done for others. These people are often stressed, overwhelmed, and have low self-esteem.

Many people-pleasers say yes to every single ask of them without even thinking. This is a huge time vampire because there is no reason why you need to say yes to everything. First, weigh the things people ask you to determine if it’s worth being involved or not. An excellent way to decide is to have criteria for saying yes.

Ensure that doing this will get you closer toward your goals in each life area. Check your calendar to be sure that you do have the time available before saying yes. Say yes with enthusiasm or no without guilt.

Now take a look at your own life and start identifying time vampires. Only you can truly determine what a time sucker is and what is not. Spending five minutes on social media is a time suck for some people, but it might be how you schedule your downtime. It’s your time, so if you can reach the goals you set for yourself, you can choose what tasks you want to do and what responsibilities you don’t want to do.

Tell us what your Time Vampires are in the comments.

Use the workbook along with the other guides in this series to take control and manage your time.

Part I – What Is Your Time Vampire

Part II – 12 Steps to Vanquish Your Time Vampires

Part III – Improve Focus and Productivity for Better Time Management

Part IV – The Truth About Procrastinating

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Outsourcing: The Key to Success

Accountants, Accounting Firms, Bookkeeping, Business, Goals and Business Planning, Real Estate Agents, Sales and Marketing, Social Media, Strategic Thinking, Time Management, Virtual Assistant News, Working From Home

Outsourcing: The Key to Success

Think back to when you first set out to build your accounting business. Do you remember what your “wants” were? For most, whether building a small business or becoming an entrepreneur, the first need, or “want,” was to have a successful business that provided the income you needed without overtaking your life. Working in the Corporate world was sucking your life away. Sure, you had an awesome career, maybe an excellent salary and title, but at what cost? You were missing out on the joy of life for long commutes and long hours. So you decided to take matters into your own hands.

Fast forward – six months? One year? Five years? Are you enjoying your business success and living that full and rich life, both professionally and personally? If you are, Congratulations! But I’d be willing to bet you are still overworked. So how do you build that successful business and get everything you want? The key is outsourcing.

My Story

My story is very similar to many independent contractors. I was in the Corporate world, living the dream. I had an excellent, well-established career, a fantastic salary and benefits, and a commute from hell. But I loved my job. Then my company had a corporation-wide restructuring, and I found myself without a job. Trying to land another job in an unstable and volatile employment outlook proved futile and frustrating, so I stopped looking and decided to build my own business. My first thought was, “what do I want to be when I grow up.” After careful deliberation, I knew what would make me happiest would be helping others. I thrived when I was employed as a secretary, an administrative assistant, and even an assistant manager. I was at my best in these positions because I was helping, I felt needed, and I knew I was making someone’s life a little bit easier.

So I did what makes sense to me, leveraged all my years of experience and skill set, and became a virtual assistant. Now I help accountants and CPAs like yourself with those annoying daily tasks, so you have the time to focus on growing that business you worked hard to build. This is the number one reason why virtual assistants exist and why we outsource our skills to you. Keep on reading to learn how outsourcing helps your business.

How Will Outsourcing Help My Business?

GROW
Outsourcing can improve your efficiency, cut costs, speed up product creation, and give you time to focus on the important planning and directing that a business owner must do, aside from doing the actual tasks in the business.

BOOST RESOURCES
Outsourcing adds key resources and skills to your arsenal. No need to learn how to manipulate Excel or take a coding class when you can hire someone to do it when you need it.

SAVE MONEY
Outsourcing means you pay your independent contractor only when they are working on your tasks, and you do not pay for non-productive hours.

REMOVE BOTTLENECKS
When you start to outsource tasks in your business, you’ll notice bottlenecks start to clear up, and tasks are being completed more efficiently. Because the truth is, in most small businesses, the bottleneck is the business owner.

FREE UP YOUR TIME
As a business owner, you have a lot to do, but you don’t have to do it all. You started your business to offer your expertise and your point of difference, not spend your day on mundane and overwhelming tasks. By hiring a virtual assistant, you focus your talent on doing things that only you can do.

IMPROVE CUSTOMER CARE
The truth is, someone else can probably do some things better than you. Because of that, if you outsource to the right people for the right things, you can improve your offers, thus improving your customer satisfaction dramatically.

How Do I Outsource Successfully?

Before you start the search, define what it is you want to have done. Being clear on the parameters of your project is half the battle. Here are seven tips to help you along:

Know What You Want – Prepare a detailed job or project description highlighting the expected deliverables, timetable, and budget.
Hire More Than One – Outsourcing based on the parts of a project, such as writing, editing, and formatting, may turn out a better product. And bonus, if one gets sick, the project doesn’t come to a halt or fall back on you.
Know Your Budget – This is a very important step. You need to know the range you are able to pay for the projects you’re trying to outsource.
Do Your Research – Visit their website, check out their social media pages, read their reviews and testimonials. Remember the saying, “if it’s too good to be true, it probably is.” Always check up on anyone you plan to work with, especially if they will be associated with your business name. You would do this if you were hiring an employee, and you should do it anytime you plan to have someone work for your company, no matter the status.
Respect Their Business – Chances are, your independent contract will not be exclusive to you as they are not your employee. How many active clients they have or how they produce your deliverables is not any of your concerns. Use a non-compete statement in your contract to protect your business and clients.
Communicate Regularly and Quickly – A regular touch base is important, especially with long-term projects or retainer bases services such as office admin and management. When your virtual assistant has questions, try to respond back as quickly as possible with the answers.
Pay on Time – This is probably the top three if not the number one complaint most virtual assistants and independent contractors have. If you promise to pay them a certain amount of money for their service, pay them according to your agreement. Don’t hire people if you don’t have the funds to pay at that moment.

Outsourcing is the biggest key to your freedom. Remember that many things you need to be done can be done by someone else. You really can hire experts remotely for a lot less than you think and increase the capabilities of your business fast.

Need a virtual assistant? Schedule a call with me personally! Let's talk about your business and how I can help you.

Not sure what you can outsource to a Virtual Assistant? Download my helpful checklist and discover all the tasks you shouldn't be doing!

Free Download

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Declutter Your Workspace to Boost Productivity

Business, Goals and Business Planning, Helpful Tips, Time Management

Declutter Your Workspace to Boost Productivity

August is the perfect month to declutter! A couple of years ago, I followed Marie Kondo’s advice and completely purged and got rid of everything that didn’t give me joy. It was not an easy path to take, but I will admit, I felt much joy after. The feeling of peace, and weightlessness, was just overwhelming. I’ve never considered myself a hoarder, but I am a “filler”, meaning I have to fill every border space inside my walls.

I had odd tables, chairs, benches, pillows, blankets, baskets, clothes, and of course, my shoes! What possessed me to go through this process? I moved to a much smaller apartment. It was very nice, and I was able to remodel it to fit me, but did I mention much smaller?? I am so grateful for a very understanding landlord!

I had boxes in the building foyer, boxes in my old apartment, and boxes in my new apartment, and he made space for me in the garage. I knew what I had to do, and it wouldn’t be easy.

First, let me give credit where credit is due. If you ever have to go through a significant purging process as I did, I recommend the Tidy Up process with Marie Kondo. It’s gut-wrenching, emotional, temper-tantrum throwing, but it works.

We’ve tidied up our space, maybe even decluttered our minds in the process, but how about our workspace? When was the last time you saw the top of your desk?

We may not be able to go to the Marie Kondo extreme for our everyday work lives, but I have some tips I have used and still use that I hope will help.

I know There's A Desk Under There...Somewhere

Take an honest look at your workspace. What bothers you the most about it? Is it the stacks of unfiled papers or the empty coffee cups? Visualize how you want your desk to look and write down a list of changes to make it happen.

Start with unfiled papers. Add an inbox where you will place all incoming paperwork. This could be incoming mail, papers you need to review, or work to do. The point is to have one place for all new papers, so you know you have to deal with them. I have a set of three trays for my inbox, stuff to review, and stuff to file.

As you go through the papers in the inbox, separate the things that need your immediate attention, things that have important dates or contact information, and those that you can handle at another time. Write meeting information in your calendar, add contact information to your address book or card file, and either file the paper where it belongs or get rid of it.

Create a simple filing system to keep important papers. This could include a tickler file you will look at when the day begins. A tickler file is a 31-day system that allows you to place papers you will need for the future. It is a reminder system to ensure you handle future items on time. I use the smaller post-it notes with a drop dead date written on them and stick them on the edge of the paper. This way, I can quickly see what needs my attention. Once you have your system in place, use it daily to keep papers from piling up again

A Place For Everything And Everything In Its Place.

Finally, clear all of the paperwork from your desk, even if it means only stacking it in the inbox so you can see what else you have to do. Clear the desk of all other items and decide to create a specific home for each one. If there are some office supplies that you use regularly, you will want to have them available when you need them. You will want to place anything you do not regularly use in a drawer or cabinet. When you have a place for everything, put each item where it “lives” when it is not in use.

Devote A Few Minutes A Day To Organization

Before leaving, take a few minutes to prepare for tomorrow, and put away things you used during the day. And don't forget to make tomorrow's task list tonight.

Yes, I probably sound like a broken record here, but I cannot emphasize enough how important a task list is – they keep you focused, clear your headspace, show you what your day looks like at-a-glance, and so much more!

If you know me by now, you know I will say, at the end of each workday, set yourself up for the following morning. Before you leave to go home, create your priority list for the next day. But don't stress if you didn’t do it the night before! You’ll get into the habit soon enough. So, for now, set a few minutes aside in the morning and create your list. Put the three most important tasks on the list. These three priorities are the most critical tasks you must focus on.

Once your desk is cleared off, do your best to keep it that way. Take 15 minutes at the end of the day to clear off the desk, so you have a blank slate when the new day starts. Work at keeping your desk cleared for a week before you begin focusing on the cluttered next area of your workspace.

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Dealing With Distractions

Accountants, Accounting Firms, Bookkeeping, Business, Goals and Business Planning, Time Management

Dealing With Distractions

In a perfect world, you would be so focused on your work that nothing could distract you. But our world is not perfect, and it rarely works that way. So why does something so minor as an interruption mess up our entire day?

Distractions can be either external or internal. Some distractions are entirely beyond your control, while others are entirely up to you. What they all have in common, though, is the impact on your day. Let’s look at some of these in detail:

Distraction: Overwhelm
Many accountants feel there’s just too much coming at them all at once, most of it needing to be done yesterday. Add in the constant phone calls and never-ending emails, especially during Income Tax season, that seems to need urgent replies, it’s normal to seek escape. Think of it as reacting in a fight or flight way to a scary stimulus. Running to a distraction in this situation is a flight response to stress.

Distraction Buster
Establish your priorities for the day. With most accounting businesses it’s impossible to avoid phone calls and emails that need to be returned, but you don’t have to answer every phone call or immediately respond to every email. Set aside a specific time of day that you’ll handle those replies.

Then, keep distractions down by sending calls to voicemail and shutting down your email window. If this isn't a viable option for your firm, have your virtual assistant monitor the voicemails and emails, and then flag those that need your immediate attention. All others can wait until your designated time.

Distraction: Doing Everything at Once
Multitasking is a huge distraction, simply because it feels productive when you do it. When you multitask, you get less done than you think. Studies have proven people drop up to 20 IQ points while multitasking. This is because the mind is constantly being distracted by every other task you’re trying to do.

You listen to an eBook while exercising but are mentally making a checklist of what you need to do next. You’re on the phone with one person while checking your calendar to reschedule an appointment with another. You’re answering emails while talking to a team member.

It’s everywhere. In the end? How much of that eBook do you remember? What about that phone conversation? Have you really accomplished anything, or do you now need to go back and double-check your work, or worse, re-do it entirely?

Distraction Buster
When you have no guided focus in your day, it’s hard to keep your attention where you need it most. Schedules set out small goals that let you know when you expect to have those goals completed. Without those guidelines, it’s easy for your day to fall apart as minor distractions sneak in to take up blocks of time not meant for anything.

Create your daily task list the night before, don't wait until that morning when you're running late for an early meeting, or already looking at a full inbox of emails. Then, use your list. Complete a task before starting the next. If new projects come up during the day, add them to the bottom of the list. If they need to be moved up, do it at the end of the day, when you're preparing the next day's task list.

Distraction: Out of Resources
There’s only so much attention you can give to a problem before you run out of gas. How are you supposed to keep plugging away when you're tired, exhausted, and worn out? It’s no wonder you welcome distraction just for the relief it gives from having to think or do another thing.

The truth of the matter is, sometimes we just get tired. Consider this, do you find yourself saying "I forgot to eat", or looking at the clock at night and thinking, "if I fall asleep now, I'll still get a couple of hours of sleep", and if so, how often? If we’re not eating or sleeping properly, our bodies start to show signs of fatigue. It’s impossible to tune out distractions when you’re so worn out you can’t think straight.

Distraction Buster
When you don’t want your day to get away from you, grab your calendar, and put things where you can see them. Look at your task list and schedule your tasks (allowing enough time for each), so nothing gets left out or ignored. When you set out a schedule, you leave less room for distraction. Remember to block out time for things unrelated to your goals, such as sleep or time to eat. You’ll be less likely to skip meals or stay up too late if you have these things already in place on your calendar.

Distraction: Too Much Time Staring at a Screen
Wow, it’s easy to get focused on electronics. When you constantly check your phone, it quickly becomes addictive. Literally! Studies have shown time spent staring at screens releases dopamine into your brain, making a little screen time every bit as effective at giving you a quick ‘buzz’ as a hit on a cigarette.

Before you disagree, think about the last time you left your phone at home. How far did you get before you felt a little twitchy about not having it? If you’re like most people, it’s not just your smartphone grabbing your attention. Between laptops, tablets, and every other iteration of device connecting to the internet, it’s no wonder it’s hard to put the screen down and get something done.

Let’s face it, they’re interesting. Filled with apps, connection to friends and family through social media, the ability to check email…there’s just too much to do, and it’s all right there in your hands. It’s no wonder you’re distracted!

Distraction Buster
Again, schedule your screen time, instead of letting it become a distraction. For example, you can plan your lunch break to be a time to relax and do things that take your mind off work. Most smartphones today have a "Do Not Disturb" setting. I have mine set for nighttime, as well as during the day when I need to be completely focused.

Distraction: You’re on a Treasure Hunt
When it turns out you lack the knowledge to continue, falling into the trap of research distraction is very common. What starts as hunting for an answer to a single question breeds diversion and sends you down rabbit trails that keep you from ever returning to the project if you’re not careful.

How many times did you go to one source, but end up looking at something that wasn't even in your original search? With all the information including social media that you can turn to; you can easily waste hours without even realizing it.

Distraction Buster
First, you need to realize you're getting distracted. The minute you notice that your short foray into something has turned into a distraction, stop right there! If you didn't get the answer within a short time - about 5-10 minutes - then this needs to be added to your schedule for further research. Schedule the time for it and make the conscious choice to focus on something else now.

Distraction: What If or How About?
Are you full of ideas? While this is a good thing on many levels, thoughts can also lead to distractions, especially when you start coupling ideas with action.

Moving from one idea to the next, from one project to the next, can feel efficient…at first. In truth, you’re getting less done than you think. Imagine a job involving the remodeling of a house. Say you need to update the kitchen, want to renovate the bathroom, are building a front porch, and painting the dining room. You might think you’re being efficient if you’re doing all projects at the same time. After all, that means you’ll be done at once and have a great house to live in…right? Now imagine finding other home repair jobs as you go and adding to the chaos until the whole place is a mess.

Having too many ideas is very similar. You’re throwing time at first this, and then the next without ever completing anything. You’re adding new things in. In the end, you’re so distracted by so many things to do, that you’ve lost the ability to prioritize, and nothing gets done at all.

Distraction Buster
Keep a notepad nearby so that you can write down ideas that hit you throughout the day and give yourself permission to come back to them later.

Distraction: You’re Trying to Save the World
If a team member is having difficulty working through a return and comes to you for help, do you end up doing their work as well as your own?

If you continuously involve yourself in other people’s problems, it’s hard to get your own projects completed. This ‘save the world’ mentality means distraction comes in the form of altruism, which looks pretty on the outside. Nobel, even. On the inside, though, is the stark truth that you’re distracting yourself under the guise of doing a favor for someone else.

Distraction Buster
While it’s great to want to help and lend a hand now and again, you need to ask yourself if this opportunity is just another distraction? If so, is it one you can afford? Next time, ask the team member to offer you possible solutions to their problem rather than just handing it off to you.

Distraction: You’re Getting Organized
Simply put, you’re not getting anything accomplished, and now you're caught up in the spiral of trying to throw yourself into a new system to fix everything. Organization is another one of those distractions that looks helpful initially. After all, every self-help course is going to recommend cleaning your workspace to make it ‘work better for you.’

The truth of the matter is this kind of organizing can take on a life of its own very quickly. What might start as a quick tidying up suddenly devolves into color-coded notepads, a series of highlighters, and a complex system of calendars. Because it feels like progress, you don’t see it as a distraction. It becomes one when you’re losing out on serious work time as you keep poking at the ‘system’ to make it work.

Distraction Buster
Ask yourself, are you spending more time working on your projects or talking about working on your projects? Handoff the organization to your virtual assistant. Work together to come up with the best tools for your firm, then let your VA set it up and put it into motion.

As you can see, distractions are honestly everywhere, surfacing for a variety of reasons, with a lot of baggage behind them needing to be dealt with if you’re ever going to move forward. You are the master of your fate. It’s up to you to tune out the world and put your focus where it matters most. You really do have the ability to control the situation, whether it’s stamping out the distractions before they gain a foothold, or knowing how to put yourself back on track when the distractions find you.

No matter what, don’t expect easy answers. Nothing here is going to happen overnight. It takes time to build new habits and a new way of thinking. If you fail, simply try again. Give the process time. It will happen.

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How Productive People Think

Accountants, Accounting Firms, Business, Goals and Business Planning, Time Management

How Productive People Think

Productivity is not just about working hard or being busy. It's about being effective with your time and resources. Productive people are able to focus on what's important and make sure that they are using their time wisely.

A productive person is someone who has the ability to make their own decisions and take action on them. They are able to prioritize tasks, manage time, and set goals for themselves.

So how do productive people think?

Priorities matter

People who are the most productive are clear about their priorities. They know that some things are more important than others and they’re able to attack the most important things first.

Start each day by making a list of tasks and placing them in order of priority. This will help you to get the most important things done first and even help you to eliminate tasks that really aren’t necessary.

Understanding priorities also makes it easy to delegate tasks and avoid things that might take away from reaching goals.

Plan for success

Productive people make a plan. They schedule their next day at the end of the current workday. This makes it easy to jump right into work the next day without having to take time to decide what’s next on the list.

Eliminate time wasters

There are many things throughout the day that could threaten to take away from productivity. Productive people know how to put those time-wasters on the back burner and stick to the important work.

It could be social media, chatty coworkers, emails, text messages, phone calls, or reading online news that prevents you from getting business done. Set those things aside and schedule a specific time when you will allow yourself to participate in those things.

Take responsibility

Productive people are happy to take responsibility for both their successes and their failures. Rather than looking to point the finger at someone else, they stay accountable for their work.

Learn from mistakes

Productive people have a healthy attitude toward failure and are able to use it as an opportunity for growth. They are not afraid of making mistakes and they learn from them.

The key is to take the time and think about why you failed so that you can learn from your mistakes instead of letting mistakes throw you off course or cause you to quit.

Efficient tools

Productive people also know it’s important to have the right tools to do the job. That means having a high-quality computer, the proper software, and even the right desk setup. When you have what you need in your workspace, it helps you to get more done.

If you want to become more productive, it helps to understand how productive people think. Think about your own productivity levels. Where can you make changes in your mindset to become more productive? Small changes can lead to big results.

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5 Tips To Stay Ahead Of The Curve

Accountants, Accounting Firms, Business, Goals and Business Planning, Helpful Tips, Time Management, Uncategorized, Virtual Assistant News

5 Tips to Stay Ahead of the Curve

Running an accounting firm is not easy, and oftentimes, not the most exciting. There are so many mundane, everyday tasks necessary to keep the business running. Tasks such as filing, billing, and data entry bog down a daily task list; they have to be done, but not by you! Hiring a virtual assistant can be a simple solution. But how do you know when to outsource? These five tips will keep you ahead of the curve by helping you sort through your tasks and decide what you can do and what you could be letting someone else do.

1. Set S.M.A.R.T Goals

Have you looked at where your firm is, and where you want it to be? Do you have a clear road map to get there? Many times, we fail to reach our goals because we haven’t defined them clearly. It’s simply not enough to say, “I want to make more money this year,” or “I’d like to spend more time with my family.” Your goals need to be very specific. They should provide direction, and motivation, and clarify the importance of what you’re aiming for. Setting up SMART goals that are Specific, Measurable, Achievable, Realistic, and Timely is a recipe for success! So, instead of "I want to make more money this year", say, "I will increase sales 17% by end of Q4".

2. Know Your Why

Once you settle on a goal and a specific target, you need to clarify the purpose of the goal, or ‘your why’ If your goal, for example, is to increase earnings over last year, determine WHY you need more money. Do you want to take on more clients, or maybe you want to staff the office?

The ‘why’ is more important than the ‘what’. Your ‘why’ is the foundation, the passion driving you. If you lose sight of why you have settled on your goal, it will be much more difficult to stay motivated.

3. Work Smarter Not Harder!

Building a successful accounting firm isn’t easy. Many accountants burn out within the first 5 years. They lose the passion and the drive that is necessary to stay competitive, especially if they are too busy working 70+ hours a week. Believe it or not, there is proven research behind the 40-hour workweek. It wasn’t designed to help workers, but to boost productivity, which has been shown to drop dramatically after working more than 40 hours per week for a month. Being busy is not the same as being productive.

time management

Let me say that again - Being busy is not the same as being productive. Top performers focus on the activities that support their goals. They leverage technology and other services to help them be more productive.

4. Create A Daily Task CheckList

If I were asked which one of the five tips I'm providing is the most important, it would be this one. A task checklist is a visual tool of accountability. Start the first 10 minutes of your day by writing down all the things you need to accomplish. Ask yourself: which activities generate the most income? Begin prioritizing your most income-producing tasks first using the Eisenhower matrix:

1. Do First

Tasks in the green box should be the core tasks that directly earn you money such as responding to new leads and current clients.

2. Schedule

Important, but not urgent tasks belong in the blue box. Schedule tasks like continuing education, reading the latest IRS updates and researching virtual assistants.

3. Delegate

The yellow box should be reserved for less important tasks, but need to be done rather quickly. These are tasks that do not necessarily have to be done by you. These tasks can and should be, delegated to someone else. Hiring a Virtual Assistant is a great way to delegate tasks.

4. Don’t do

The red box is for STOP. These are the tasks that aren’t helping you at all. For most people, these will be time-wasters such as spending time on social media related. For example, have you been spending an hour a day on Facebook with nothing to show for it? Probably time for a new strategy. These tasks should definitely be turned over to a Virtual Assistant.

Prioritizing your daily tasks will make you that much more productive and mindful of how you spend your time. By using a Task Checklist daily, you’ll start to recognize patterns in your routine and find solutions to improve your results.

5. Hire a Virtual Assistant

No one person can do it all. Delegate or outsource everything except the stuff you’re good at because it allows you to focus on the tasks that you’re amazing at, like analyzing the numbers!

Look back on your daily task checklist; how many of the tasks are not high priority or goal-oriented but need to get done? How many of those tasks can you delegate to your VA - social media accounts, monthly mailings, engagement letters, and administrative tasks?

A virtual assistant is your customizable asset!

Schedule a FREE Call Today

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Lifetime Learning is Essential

Business, Goals and Business Planning, Self Care, Time Management

Lifetime Learning is Essential

There is one thing that is certain in life, and that is change. If you are like me, you embrace change because it is another chance to learn and gain something new. I am an avid learner, a lifetime student if you will. I learned early on that if you want to succeed, you must stay one step ahead, and the way to do that is through learning.

Increase Your Confidence and Motivation

A lot of anxiety or fear stems from a lack of knowledge. If you strive to learn something new as often as possible about your niche and the world at large, you will empower yourself to do better, thus making you believe in yourself, and boosting your confidence while giving you the knowledge to be successful.

Keep Up with Your Competition

"The simplest way to learn business is to study your competition and improve what they are offering." - Ehab Atalla

"Study your competition", is exactly what Netflix did. Netflix saw a change in technologies and tried to understand and learn new ways to improve its business model as well as its biggest competitor, Blockbuster. They now lead their industry by streaming movies and television shows straight to your T.V. and have become a model for all streaming services.

Tawnya Sutherland, a pioneer in virtual assistant training and networking, fully understands the importance of studying your competition and dedicates an entire section on the subject in her signature, "Virtual Assistant Career training program"; from knowing your customer to introducing your business, she spells it out and walks you through it.

Fully Understand Your Potential

Learning unlocks skills and resources about yourself that you would have never discovered if you didn't make an effort to do so in the first place.

"Learning is a constant process of discovery - a process without end" - Bruce Lee.

I remember mom always saying, "you can't say you don't like it if you don't try it." Same idea here, if you don't continue to learn, you'll never know what you could be. And you can quote me on that 😉

Be Successful

To be successful and keep up with your business, you must continue learning new technologies, software services, and social media platforms. And I can't think of a better "one-stop learning center" than Freelance University. Here you can hone a specialized skill, get live training support, attend workshops and learn the latest technology, all in one place!

But success doesn't stop with learning new skills. If you want to keep up with the crowd you need to learn new strategies. What worked five years ago, might not work today. As a business owner, it is important to stay up-to-date with the latest trends and news in your industry. This way, you can always be on top of what’s happening and address any issues as they arise.

Create the Job or Life You Want

Learning is an important part of our lives. We learn from childhood to adulthood, and it is never too late to learn something new. Learning unlocks worlds, ideas, values, and inspirations you never knew existed. When you learn, you create more choices in life to live the way you want. Not sure what you want to be when you grow up? Check out LinkedIn Learning; whether you're looking for continuing education, or want to try something new, this is a great source to have. If you already have a premium account, then LinkedIn Learning is free, otherwise, it's a nominal monthly fee, and has a 1-month trial.

Learning is a lifelong process that takes place anywhere and anytime - at work or at home, on the bus, or in the car. It can take many forms: reading a book, listening to a podcast, watching a video on YouTube, attending a conference or workshop - the list goes on and on. Education, knowledge, and experiences are fun and rewarding. They, together with practice, are vital for growth, understanding, and compassion for the world. Education and learning provide no consequences if you want to accomplish your dreams and be more productive. Keep reading, experimenting, and jump out of your comfort zone to learn and gain more knowledge.

"You'll never be bored when you try something new. There's really no limit to what you can do! - Dr. Suess

Lifetime Learning is Essential Read More »

mindset traps, 5 mindset traps, how to escape a mindset trap

5 Mindset Traps You Don’t Know You’re Stuck In

Business, Self Care, Time Management

5 Mindset Traps

(You Don't Know You're Stuck In)

Today is the Lunar New Year, and it's the Year of the Tiger. The Tiger symbolizes recovery and growth so I thought this was the perfect time to talk about mindsets, or rather mindset traps.

What are Mindset Traps?
The term "mindset trap" is used to describe the ways in which we limit ourselves by thinking about how things are done in the past, or how they should be done. Mindset traps are not always obvious, and definitely not easy to escape. If you find yourself saying things like "I'm not good enough", "It's too late", or "I don't know what I want", you could be stuck in a fear trap, or living in the past. How about, "I can't do anything about it anyway", or "I'm not creative enough"? These are common thoughts of a self-saboteur.

1. The Trap of Living in the Past
Living in the past can be a trap that keeps you from moving forward. Sometimes we get so caught up in what has already happened, that we forget how much potential there is for what can happen next. It is important to let go of the past and not allow it to control your life. I used to have a small wall plaque growing up, "We can't change the past, but we can ruin the future by worrying about the present". In order to live a fulfilling life, you have to let go of the past and focus on what lies ahead of you.

2. The Trap of Letting Fear Stop You
The fear of success is a common emotion that many people experience when they are on the verge of achieving something great. We may doubt our own worthiness, be afraid we'll suck at it and we'll fail in epic proportions in full view of the whole world.
The first step in overcoming this fear is to understand that it's natural for anyone to feel some level of anxiety about success, especially if they’ve never experienced it before or if they have experienced failure in the past. Understanding that fear is natural will help you realize that there is nothing wrong with feeling some level of anxiety before accomplishing something new or difficult.

3. The Trap of Self-Sabotage
Are you giving yourself the wrong pep-talk? Instead of using some positive self-talk to get things done, are you by any chance using negative self-talk to keep you from trying? After all, it's very easy to convince ourselves that we're failures. Why do we do it? Because if we know it's not going to work out, we never have to try in the first place. The self-sabotage trap is a common problem, yet it's hard to identify and even harder to solve. The first step is awareness. You need to be actively aware of your thoughts all day, every day. When negative thinking tries to sneak in, stop it and remind yourself of all your strengths. Become your best friend!

4. The Trap of Doing What is Expected
In today's world, most of us have fallen into the trap of doing what is expected at least once or twice. Staying in this trap, and continuing to live your life doing what you think you should be doing and not what you want to be doing, can lead to emotional burnout. But this doesn't have to be the case. If you are not happy with what you are doing, then it's time to break free from the norm and do something different. Listen to your inner self, your gut. You'll find the answer.

5. The Trap of Being Overwhelmed
When we are constantly bombarded with information, we start to feel overwhelmed. When we feel overwhelmed, it is hard to focus on what matters. We need to learn how to manage our time and our energy so that we can stay grounded and balanced. Use a time management process such as the Eisenhower Matrix, the Pomodoro Technique, or the Pareto Principle - or develop your own from a combination of the processes. This will be your roadmap to follow each day as you focus on your tasks. Also, limit your time spent on social media, stop watching 24-hour news programs, and limit your podcast time to only programs that provide you valuable insight into your success. Declutter your mind and you will be more productive, less stressed, and more motivated.

You will stumble upon mindset traps often on your road to success. You can avoid stepping on them by developing a daily routine that includes meditation, and mindfulness activities such as journaling, deep breathing, and single-tasking. Stop being a perfectionist. We all make mistakes, learn from them. You will fail, and you will do it many times in your life. Embrace this as a gift rather than a burden. Don’t tell yourself you are a failure, tell yourself that you just learned what doesn’t work.

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The Ivy Lee Time Management Method and Why It Works

Goals and Business Planning, Helpful Tips, Time Management

The Ivy Lee Time Management Method and Why It Works

Throughout the years, time management has accumulated many rules and tricks. As a result, there are many proven methods of time management techniques that we use today that appeal to your work type. For example, problem solvers and analytical thinkers may use the Pareto Principle or the Time Blocking Method. Creative thinkers will do well with the Pomodoro Technique, while critical thinkers may thrive using the Eisenhower Matrix. But only one method boasts simplicity and has stood the test of time and efficiency: The Ivy Lee Method.

What is the Ivy Lee Method?

The method goes back to 1918, when Charles Schwab, president of the Bethlehem Steel Corporation, sought help with making his team more efficient. So he scheduled a chat with Ivy Lee, who was a respected businessman and productivity consultant.

Lee agreed to help, free of charge. His only request was to spend 15 minutes with each of Schwab’s executives. Then, he said if the method worked within three months, Schwab could send him a check for whatever he thought the process was worth. Fast forward three months, and the method, although simple, was worth $25,000 in Schwab’s eyes, saying it had been the “most profitable advice he received.”

Ready to see the steps for this incredibly simple but powerful time management technique?

The Steps

Step 1:
At the end of each workday, write down six tasks you think are essential to accomplish tomorrow.

Step 2:
Decide priorities for each of those tasks, ranking them in order accordingly.

Step 3:
First thing tomorrow, get started on the first task. Work on it until you finish and then begin the second task. Continue to work through your list, one task at a time.

Step 4:
When you finish your day at work, look at your list. Move any unfinished items to tomorrow’s list of 6 tasks for the day.

Step 5:
Repeat this method every day of the workweek.

Why it Works

As I said, this method is simple, which is precisely why it works so well. With cell phones, social media, and all other forms of advanced technology, we’ve become activity addicts. As a society, we’re often restless and antsy to do a million things at once, multi-tasking.

We used to believe that multi-tasking was the most effective way to work. But neuroscience has now proven that it is the exact opposite. We get less done in more time and end up frazzled at the end of the day. It can take our brains up to 25 minutes to get back into a work rhythm after we’ve been interrupted. When we multi-task, we switch quickly between tasks and never get into a rhythm, which kills our productivity and stresses us out needlessly.

The Ivy Lee Method is straightforward and goal-oriented. It keeps you on track so that multi-tasking and distractions do not interfere with the important stuff. It provides you will the kind of laser-focus that will help you get through your work tasks without breaking a sweat.

Want to learn more about prioritizing your tasks and get more done in less time?

Our FREE workbook along with the complete time management series will help you take control and manage your time.

TIME MANAGEMENT WORKBOOK

DOWNLOAD WORKBOOK

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Part I – What Is Your Time Vampire

Part II – 12 Steps to Vanquish Your Time Vampires

Part III – Improve Focus and Productivity for Better Time Management

Part IV – The Truth About Procrastinating

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12 Steps to Vanquish Your Time Vampires

Business, Goals and Business Planning, Helpful Tips, Time Management

12 Steps to Vanquish Your Time Vampires

Part II of the Time Management Series

Now that you’ve identified the time-vampires in your life, you can now work on finding more time in your day. Once you let go of time wasters and focus on being productive without over scheduling, you’re going to meet your life goals faster than you think.

1. Check Your Attitude

If you don’t believe you have control over your own time and that you can eliminate time wasters, gain more time, and get more done, quite simply – you won’t. When it comes to time, it can be challenging to develop an abundance mindset. Not only can you eliminate time wasters, but with smart delegation, you can buy more time.

2. Go to Bed and Get Up and the Same Time Each Day

It might seem counterproductive when you want more time, but by going to bed on time and sleeping 7 to 9 hours a night, avoiding over or under sleeping, you will create a situation where your mind and body get used to functioning at the time you need it.

Going to bed and rising at the same time every day is going to give you more energy. You’ll be more productive after a good night’s sleep. When your mind is clear and not sleepy, you can do more, better, and faster.

And finally, it gives you the same amount of time each day to be super productive.

3. Breathe

Take the time to take a few deep breaths. In through your nose on a count of four, slowly – now hold it in, count to four, and then slowly let the air out of your mouth on a count of four.

Practicing this breathing technique for 5 minutes is a great way to center yourself before starting your day.

Take one or two deep breaths before each task to calm you and set your focus.

4. Organize Tasks by Priorities

The 34^th president of the United States came up with a method to figure out what’s important to do and what can wait. It’s called the Time Management Matrix and, over time, has become the Time Quadrant and made more famous by Stephen R. Covey, who wrote the book: The 7 Habits of Highly Effective People.

Essentially, you need to organize tasks in one of four quadrants to determine how you should schedule it.

Quadrant 1: Important and Urgent – This includes crises, projects with deadlines, and pressing problems.

Quadrant 2: Important and Non-Urgent – This includes building good relationships, new opportunities, and recreation.

Quadrant 3: Not Important and Urgent – These include issues like emails, phone calls, meetings, interruptions, and especially things happening now when you’re trying to do something else.

Quadrant 4: Not Important and Non-Urgent – These types of tasks are often called busy work and can include calls, emails, fun games, water cooler chats, and are usually time wasters.

5. Schedule Everything Realistically

Once you have an exact list of things you need to do, learn to schedule everything realistically with deadlines. Batch all tasks or errands, and use your time wisely.

Are you running errands? Combine efforts to ensure you don’t spend too much time in the car. If your dry cleaner is near the market, drop off your dry cleaning before picking up groceries. You’re going to pass it anyway, so don’t make a second, time wasteful trip.

Don’t schedule time wasters and always add high-value tasks over low-value tasks. High-value tasks move you closer to your goals. Low-value tasks do nothing to advance your goals and can even take you backward.

6. Delegate More

Delegate jobs when you can. In some cases, you can delegate household tasks to family members according to their age.

For many of your business tasks, you’ll want to hire someone. A virtual assistant can easily assume the low-value but necessary tasks that take up so much of your time.

Spending money is often a roadblock when it comes to delegating. However, it can be seen as a money-saver, particularly if it’s eliminating your time vampires and helping you stay on track. For example, ordering groceries for delivery might have an additional charge. Still, the fact that it eliminates a couple of hours of work, plus the possibility of picking up junk that interferes with your goal of eating healthy, is a win-win.

7. Plan Your Day the Night Before

8. Cross Things Off Your Schedule

Each night at a specified time, set aside 10 minutes to plan tomorrow’s tasks. Look at your master schedule to quickly see what you need to do at a glance, and then organize it in order of importance. Do the most important tasks first.

This is also an excellent time to review your day. What did you get accomplished, what needs a follow-up, and what tasks didn’t you have time to do.

As you accomplish your tasks on any given day, make sure you take the time to cross them off your list. This will provide you with another look at your schedule and calendar, so you don’t forget anything, plus it feels good to check something off the list.

I have a whiteboard calendar, and I use small post-it notes to keep my month on track. My daughter saw this and immediately adopted her own version. She says it is very satisfying to take that sticky note off, crush it in her hand and toss in the garbage when she completes a task.

My point here is, the more you focus on feelings of accomplishment, the more motivated you’ll be to keep going.

9. Use Gap Time

No matter what you do, you’re going to find that you have some gap times in your day. You’ll be waiting in lines, waiting for your doctor, commuting, waiting to pick up your kids, waiting while they’re at practice, and so forth. Sometimes you know when you’re likely going to have to wait on something, but sometimes it’s going to be a surprise.

Keep something with you that enables you to be productive during gap times. If you knit, bring your knitting; if you read, bring a book. If you are a writer, you can bring your laptop. It’s up to you what you do during gap times, but it’s an excellent time to be productive, and it’s also a perfect time to read for pleasure. It depends on your goals what you choose to do during your gap times.

10. Let Go of Guilt

One problem people often experience when they try to get rid of time-vampires is guilt. No one wants to explain to their mother why they cannot talk for an hour every day at 3 pm. However, know that guilt is a wasted emotion. Choose to do things or not do something and just let go of the blame.

11. Arrive Early

One other way to get more time in your day is to arrive at every appointment you have 15 minutes early. That might add gap time to wait, but you have a plan for that. More than likely, it’s going to ensure that you are on time, not rushed, and due to that keep, your mind functioning at a high level.

12. Be Done When You're Done

One thing about being productive and managing your time better is that it is crucial to accept that perfectionism and procrastination are roadblocks that waste time. It’s okay if the towels are not folded the way you want them as long as the folding gets done.

It’s okay if someone formatted the report slightly different from how you’d have done it if it’s what the client wants. It’s okay that dinner was delivered tonight instead of made from scratch. It’s okay to stop tweaking something when it no longer changes the substance. Let go and accept being done, and you’ll discover so much more time in your day.

For most people, the first step toward eliminating time vampires is identifying and acknowledging them and then working toward replacing them with planning, goal setting, and decisive action. TV, internet, games, email, social media, and so forth can be substantial time-vampires, but that doesn’t mean you should never participate in those fun things. Of course, you should. However, when you are doing it, do it with purpose. Know how long you’re going to spend and make it a fun event and not something you do out of habit.

If you find that you are procrastinating on doing anything, you have to dig deep into the why of it. Organize things better, set a deadline, cut out all distractions, and get the thing done as quickly as possible. The ball is in your court.

Next week I'll show you how to improve your focus and productivity so you can manage your time better.

If you have any comments or questions, please post them below or on our Facebook page. Have a wonderfully productive week!

Use the workbook along with the other guides in this series to take control and manage your time.

Part I – What Is Your Time Vampire

Part II – 12 Steps to Vanquish Your Time Vampires

Part III – Improve Focus and Productivity for Better Time Management

Part IV – The Truth About Procrastinating

12 Steps to Vanquish Your Time Vampires Read More »