Tuesday, October 7, 2008

Keepers of the Lists


I’m reading David Allen’s book “Getting Things Done.” His book outlines methods to increase your organization and therefore, productivity. I’m only on Chapter 2 so I’m sure I’ll have more to share as I delve deeper into his ideas.

So many of us walk around with endless lists in our heads of projects we need to get to and lists of tasks we need to check off. Allen describes this as one major barrier to being organized and getting things done. Our short term memories can only hold a limited amount of information. We clog it up when trying to keep these lists creating distraction, overwhelm and stress.

Allen also talks about the way in which we define our to-do lists. We often make a list of general projects – mom’s birthday or re-do kitchen – as opposed to defining the next step of a project as an action item:

“the real problem is a lack of clarity and definition about what a project really is, and what the associated next-action steps required are.”

He theorizes that establishing action items for outstanding projects and documenting those actions is a key to both getting them off of your mind so that you can focus on the task at hand and having a to-do list that is relevant.

In addition to reflecting on my own organizational skills it’s an important role that Fini Concierge plays in many of our client’s project/to-do list management. We have become a valuable tool in shaping our client’s to-do list into actionable items.
Working with Fini Concierge, clients can organize their life into actionable items by:

Regular Meetings – Schedule a consistent time to speak with Fini Concierge each week by phone or in person to download your to-do list. It also serves as a placeholder for clients to check in with themselves on the various aspects of their lives and talk things through.

The Fini List – Several of our clients have adopted a list that they keep with them, on their computer or in a notebook, that they review during their week. Clients jot down items that they want to pass along to us. It’s helpful as it gets the items out of their head and they don’t have to remember all of those tasks when they see us.

The Quick Email or Voicemail
– As we all know, thoughts come to us at some of the strangest times. As Allen says, if we have a to-do in our head, our brain doesn’t know when to remind us of it or when to do something about it so it keeps popping up, and distracting us from other tasks. Shooting Fini Concierge a quick email, even if the whole project is not completely explained or leaving us a voicemail in the middle of the night is not uncommon from our clients because they know then that it is safely documented.

Fini Concierge serves as the “keepers of the list” for many of our clients. I can’t tell you how many clients have said with a sigh of relief – “Okay, that’s on your list now and I can forget about it, right?” And they can.

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