The Three Phases for Creating The Cycle of Productivity An Integrated Management System ...without dependencies

The Three Phases for Creating An Integrated Management System

Processing and Organizing

Prioritizing and Planning

Setting up Planning & Action Categories in your To-Do List Emptying Categories: (none) using the McGhee Workflow Model Improving your Reference System E-mails that get results – using the McGhee PASS model Emptying the inbox – using the Four Ds For Decision Making

Prioritizing and Planning

Are you planning from a Calendar or a To-Do List? Setting up your Baseline Calendar Handling meeting requests The three stages to completing a Weekly Review

• • • •

Are you planning from a Calendar or a To-Do List? Setting up your Baseline Calendar Handling meeting requests The three stages to completing a Weekly Review

Review & Course Correct

• • • •

• • • • •

Schedule & Complete Strategic Next Actions

Setting up Planning & Action Categories in your To-Do List Emptying Categories: (none) using the McGhee Workflow Model Improving your Reference System E-mails that get results – using the McGhee PASS model Emptying the inbox – using the Four Ds For Decision Making

Identify Meaningful Objectives

• • • • •

Consistently completing Strategic Next Actions that link to and drive your Meaningful Objectives

Processing and Organizing

Create Strategic Next Actions

• Developing a seamless Collecting System • Clearing the mind – capturing commitments and communications in the To-Do List • Learning how to manage interruptions effectively

Create

Collecting

• Developing a seamless Collecting System • Clearing the mind – capturing commitments and communications in the To-Do List • Learning how to manage interruptions effectively

...with Supporting Projects

Collecting

/

[email protected]

©2012 McGhee Productivity Solutions www.mcgheepro.com / [email protected]

The Three Phases for Creating An Integrated Management System

©

The Three Phases for Creating The Cycle of Productivity An Integrated Management System ...without dependencies

www.mcgheepro.com

Processing and Organizing

Prioritizing and Planning Are you planning from a Calendar or a To-Do List? Setting up your Baseline Calendar Handling meeting requests The three stages to completing a Weekly Review

Setting up Planning & Action Categories in your To-Do List Emptying Categories: (none) using the McGhee Workflow Model Improving your Reference System E-mails that get results – using the McGhee PASS model Emptying the inbox – using the Four Ds For Decision Making

Prioritizing and Planning • • • •

Are you planning from a Calendar or a To-Do List? Setting up your Baseline Calendar Handling meeting requests The three stages to completing a Weekly Review

Review & Course Correct

• • • •

• • • • •

Schedule & Complete Strategic Next Actions

Setting up Planning & Action Categories in your To-Do List Emptying Categories: (none) using the McGhee Workflow Model Improving your Reference System E-mails that get results – using the McGhee PASS model Emptying the inbox – using the Four Ds For Decision Making

Identify Meaningful Objectives

• • • • •

Consistently completing Strategic Next Actions that link to and drive your Meaningful Objectives

Processing and Organizing

Create Strategic Next Actions

• Developing a seamless Collecting System • Clearing the mind – capturing commitments and communications in the To-Do List • Learning how to manage interruptions effectively

Create

Collecting

• Developing a seamless Collecting System • Clearing the mind – capturing commitments and communications in the To-Do List • Learning how to manage interruptions effectively

...with Supporting Projects

Collecting

www.mcgheepro.com

/

[email protected]

©2012 McGhee Productivity Solutions www.mcgheepro.com / [email protected]

©

©2012 McGhee Productivity Solutions

©2012 McGhee Productivity Solutions www.mcgheepro.com / [email protected]

©2012 McGhee Productivity Solutions

Consistently completing Strategic Next Actions that link to and drive your Meaningful Objectives

Create

Create Strategic Next Actions

Schedule & Complete Strategic Next Actions

Are you planning from a Calendar or a To-Do List? Setting up your Baseline Calendar Handling meeting requests The three stages to completing a Weekly Review

Review & Course Correct

• • • •

Review & Course Correct

Prioritizing and Planning

Schedule & Complete Strategic Next Actions

Identify Meaningful Objectives

Setting up Planning & Action Categories in your To-Do List Emptying Categories: (none) using the McGhee Workflow Model Improving your Reference System E-mails that get results – using the McGhee PASS model Emptying the inbox – using the Four Ds For Decision Making

...with Supporting Projects

Processing and Organizing

Consistently completing Strategic Next Actions that link to and drive your Meaningful Objectives

Create Strategic Next Actions

Create

• Developing a seamless Collecting System • Clearing the mind – capturing commitments and communications in the To-Do List • Learning how to manage interruptions effectively

The Cycle of Productivity

Identify Meaningful Objectives

...with Supporting Projects

Collecting

...without dependencies

The Three Phases for Creating The Cycle of Productivity An Integrated Management System

...without dependencies

©2012 McGhee Productivity Solutions www.mcgheepro.com / [email protected]

• • • • •

...without dependencies

Create Strategic Next Actions

Create

Review & Course Correct

Are you planning from a Calendar or a To-Do List? Setting up your Baseline Calendar Handling meeting requests The three stages to completing a Weekly Review

Review & Course Correct

• • • •

Consistently completing Strategic Next Actions that link to and drive your Meaningful Objectives

Prioritizing and Planning

Schedule & Complete Strategic Next Actions

Schedule & Complete Strategic Next Actions

Setting up Planning & Action Categories in your To-Do List Emptying Categories: (none) using the McGhee Workflow Model Improving your Reference System E-mails that get results – using the McGhee PASS model Emptying the inbox – using the Four Ds For Decision Making

Identify Meaningful Objectives

• • • • •

...with Supporting Projects

Processing and Organizing

Consistently completing Strategic Next Actions that link to and drive your Meaningful Objectives

Create Strategic Next Actions

Create

• Developing a seamless Collecting System • Clearing the mind – capturing commitments and communications in the To-Do List • Learning how to manage interruptions effectively

The Cycle of Productivity

Identify Meaningful Objectives

...with Supporting Projects

Collecting

...without dependencies

The Three Phases for Creating The Cycle of Productivity An Integrated Management System

Personal Trigger List Administration Financial Bills Banks Investments Loans Taxes Insurance Legal affairs Will Filing

Objectives/Projects started, not completed Objectives/Projects that need to be started Commitments/promises to Other Spouse Children Family Friends Professionals Borrowed items

Waiting for… Mail order Repair Reimbursements Loaned items Medical data RSVPs

Other organizations Service Church Volunteer

Health care Doctors/Dentists/Specialists

Home/household Landlords Property ownership Legal Real estate Zoning Taxes Building/contractors Heating/air-conditioning Plumbing Electricity Roofing Landscape Driveways Walls/floors/ceilings Decoration Furniture Utilities Appliances Light bulbs/wiring Kitchen things Washers/dryers/vacuum Areas to organize/clean

Communications to make/get Family Friends Professional Initiate/Respond to Phone calls Letters Cards Upcoming events Special occasions Birthdays Anniversary Weddings Graduations Holidays Travel/vacations Social events Cultural events Sporting events R&D Things to do Places to go People to meet/invite Local attractions

www.mcgheepro.com

Computer/Smartphone Software Hardware Connections E-mail/Internet TV/DVD iPod/CDs Cameras/film Phones Answering machine Sports equipment Closets/clothes Garage/storage Vehicle repair/maintenance Tools Luggage Pets

/

Hobbies Books/Music/Movies Errands Hardware store Drugstore Market Bank Cleaners Stationers Community Neighborhood Schools Local government Civic issues

Professional Personal TriggerTrigger List List Systems Administration Computer/Smartphone Objectives/Projects started, Planning/organizing Objectives/Projects started, Phones/Smartphones Financial Software not completed Formal planning (goals, not completed Computers Bills Hardware targets, objectives) Equipment Connections Objectives/Projects that Current projectsBanks (next stages) Objectives/Projects that need Internet/Wireless E-mail/Internet Investments need to be started Upcoming projects to be started Loansplans TV/DVD Business/marketing Inventories Taxes iPod/CDs Commitments/promises to Commitments/promises to Organizational initiatives Insurance Cameras/film Other Upcoming events Other Supplies Phones Boss/partnersSpouse Meetings Legal affairs Answering machine Colleagues/subordinates Presentations Will Children Office/site Filing Sports equipment Other people Family in organization Organizational structuring Office organization Closets/clothes “Outside” people Changes in facilities Friends Furniture/decorations Waiting for… Garage/storage Customers Professionals Installation of new Mail order Vehicle repair/maintenance Other organizations systems/equipment Borrowed items Waiting for… Repair Tools Professionals Travel Information Reimbursements Luggage Other organizations Delegated tasks/projects Loaned items Pets CommunicationsService to make/get Financial Completions critical to Medical data Internal/External Online banking Church projects Health care Initiate or respond to Cash Flow RSVPs Volunteer Replies to Doctors/Dentists/Specialists Phone calls Statistics/budgets E-mails Home/household Voicemail Forecasts/projections Communications to make/get Calls Landlords Hobbies E-mail Family P&Ls Proposals Property ownership Faxes Balance sheet Friends Requisitions Books/Music/Movies Letters Professional Credit line Legal Reimbursements Real estate Memos Initiate/Respond to Banks Petty cash Errands Receivables Zoning Phone calls Insurance Hardware store Other writing to finish/submit Payables Taxes Letters Ordered items Drugstore Reports Petty cash Building/contractors Cards Heating/air-conditioning Repair Market Evaluations/reviews Tickets Bank Proposals Upcoming events Administration Plumbing Decisions of others Cleaners Articles Legal issues Electricity Special occasions Stationers Promotional materials Insurance Roofing Birthdays Professional development Manuals/instructions Personnel Landscape Anniversary Trainings/seminars Driveways Community Re-writes andWeddings edits Policies/procedures Things to learn Neighborhood Walls/floors/ceilings Graduations Things to look upSchools Decoration Meetings that need to be set/ Customers Internal/External Holidays Skills to practice/learn Furniture Local government requested Travel/vacations Computer training UtilitiesSales Civic issues Marketing Promotion Social events E-learning Appliances Who needs to know about Cultural events Resumes Light bulbs/wiring what decisions? Sporting events Customer Service Outside education Kitchen things Washers/dryers/vacuum Significant read/review R&D Research/need to find out about Areas to organize/clean Things to do Places to go Professional wardrobe People to meet/invite Local attractions

©2012 McGhee Productivity Solutions / www.mcgheepro.com

[email protected]

Personal Trigger List Administration Financial Bills Banks Investments Loans Taxes Insurance Legal affairs Will Filing

Objectives/Projects started, not completed Objectives/Projects that need to be started Commitments/promises to Other Spouse Children Family Friends Professionals Borrowed items

Waiting for… Mail order Repair Reimbursements Loaned items Medical data RSVPs

Other organizations Service Church Volunteer

Home/household Landlords Property ownership Legal Real estate Zoning Taxes Building/contractors Heating/air-conditioning Plumbing Electricity Roofing Landscape Driveways Walls/floors/ceilings Decoration Furniture Utilities Appliances Light bulbs/wiring Kitchen things Washers/dryers/vacuum Areas to organize/clean

Communications to make/get Family Friends Professional Initiate/Respond to Phone calls Letters Cards Upcoming events Special occasions Birthdays Anniversary Weddings Graduations Holidays Travel/vacations Social events Cultural events Sporting events R&D Things to do Places to go People to meet/invite Local attractions

www.mcgheepro.com

/

[email protected]

Computer/Smartphone Software Hardware Connections E-mail/Internet TV/DVD iPod/CDs Cameras/film Phones Answering machine Sports equipment Closets/clothes Garage/storage Vehicle repair/maintenance Tools Luggage Pets Health care Doctors/Dentists/Specialists Hobbies Books/Music/Movies Errands Hardware store Drugstore Market Bank Cleaners Stationers Community Neighborhood Schools Local government Civic issues

[email protected]

©

Professional Personal TriggerTrigger List List Systems Administration Computer/Smartphone Objectives/Projects started, Planning/organizing Objectives/Projects started, Phones/Smartphones Financial Software not completed Formal planning (goals, not completed Computers Bills Hardware targets, objectives) Equipment Connections Objectives/Projects that Current projectsBanks (next stages) Objectives/Projects that need Internet/Wireless E-mail/Internet Investments need to be started Upcoming projects to be started Loansplans TV/DVD Business/marketing Inventories Taxes iPod/CDs Commitments/promises to Commitments/promises to Organizational initiatives Insurance Cameras/film Other Upcoming events Other Supplies Phones Boss/partnersSpouse Meetings Legal affairs Answering machine Colleagues/subordinates Presentations Will Children Office/site Filing Sports equipment Other people Family in organization Organizational structuring Office organization Closets/clothes “Outside” people Changes in facilities Friends Furniture/decorations Waiting for… Garage/storage Customers Professionals Installation of new Mail order Vehicle repair/maintenance Other organizations systems/equipment Borrowed items Waiting for… Repair Tools Professionals Travel Information Reimbursements Luggage Other organizations Delegated tasks/projects Loaned items Pets CommunicationsService to make/get Financial Completions critical to Medical data Internal/External Online banking Church projects Health care Initiate or respond to Cash Flow RSVPs Volunteer Replies to Doctors/Dentists/Specialists Phone calls Statistics/budgets E-mails Home/household Voicemail Forecasts/projections Communications to make/get Calls Landlords Hobbies E-mail Family P&Ls Proposals Property ownership Faxes Balance sheet Friends Requisitions Books/Music/Movies Letters Professional Credit line Legal Reimbursements Real estate Memos Initiate/Respond to Banks Petty cash Errands Receivables Zoning Phone calls Insurance Hardware store Other writing to finish/submit Payables Taxes Letters Ordered items Drugstore Reports Petty cash Building/contractors Cards Heating/air-conditioning Repair Market Evaluations/reviews Tickets Bank Proposals Upcoming events Administration Plumbing Decisions of others Cleaners Articles Legal issues Electricity Special occasions Stationers Promotional materials Insurance Roofing Birthdays Professional development Manuals/instructions Personnel Landscape Anniversary Trainings/seminars Driveways Community Re-writes andWeddings edits Policies/procedures Things to learn Neighborhood Walls/floors/ceilings Graduations Things to look upSchools Decoration Meetings that need to be set/ Customers Internal/External Holidays Skills to practice/learn Furniture Local government requested Travel/vacations Computer training UtilitiesSales Civic issues Marketing Promotion Social events E-learning Appliances Who needs to know about Cultural events Resumes Light bulbs/wiring what decisions? Sporting events Customer Service Outside education Kitchen things Washers/dryers/vacuum Significant read/review R&D Research/need to find out about Areas to organize/clean Things to do Places to go Professional wardrobe People to meet/invite Local attractions

©2012 McGhee Productivity Solutions / www.mcgheepro.com

[email protected]

©

Professional Personal TriggerTrigger List List Systems Administration Computer/Smartphone Objectives/Projects started, Planning/organizing Objectives/Projects started, Phones/Smartphones Financial Software not completed Formal planning (goals, not completed Computers Bills Hardware targets, objectives) Equipment Connections Objectives/Projects that Current projectsBanks (next stages) Objectives/Projects that need Internet/Wireless E-mail/Internet Investments need to be started Upcoming projects to be started Loansplans TV/DVD Business/marketing Inventories Taxes iPod/CDs Commitments/promises to Commitments/promises to Organizational initiatives Insurance Cameras/film Other Upcoming events Other Supplies Phones Boss/partnersSpouse Meetings Legal affairs Answering machine Colleagues/subordinates Presentations Will Children Office/site Filing Sports equipment Other people Family in organization Organizational structuring Office organization Closets/clothes “Outside” people Changes in facilities Friends Furniture/decorations Waiting for… Garage/storage Customers Professionals Installation of new Mail order Vehicle repair/maintenance Other organizations systems/equipment Borrowed items Waiting for… Repair Tools Professionals Travel Information Reimbursements Luggage Other organizations Delegated tasks/projects Loaned items Pets CommunicationsService to make/get Financial Completions critical to Medical data Internal/External Online banking Church projects Health care Initiate or respond to Cash Flow RSVPs Volunteer Replies to Doctors/Dentists/Specialists Phone calls Statistics/budgets E-mails Home/household Voicemail Forecasts/projections Communications to make/get Calls Landlords Hobbies E-mail Family P&Ls Proposals Property ownership Faxes Balance sheet Friends Requisitions Books/Music/Movies Letters Professional Credit line Legal Reimbursements Real estate Memos Initiate/Respond to Banks Petty cash Errands Receivables Zoning Phone calls Insurance Hardware store Other writing to finish/submit Payables Taxes Letters Ordered items Drugstore Reports Petty cash Building/contractors Cards Heating/air-conditioning Repair Market Evaluations/reviews Tickets Bank Proposals Upcoming events Administration Plumbing Decisions of others Cleaners Articles Legal issues Electricity Special occasions Stationers Promotional materials Insurance Roofing Birthdays Professional development Manuals/instructions Personnel Landscape Anniversary Trainings/seminars Driveways Community Re-writes andWeddings edits Policies/procedures Things to learn Neighborhood Walls/floors/ceilings Graduations Things to look upSchools Decoration Meetings that need to be set/ Customers Internal/External Holidays Skills to practice/learn Furniture Local government requested Travel/vacations Computer training UtilitiesSales Civic issues Marketing Promotion Social events E-learning Appliances Who needs to know about Cultural events Resumes Light bulbs/wiring what decisions? Sporting events Customer Service Outside education Kitchen things Washers/dryers/vacuum Significant read/review R&D Research/need to find out about Areas to organize/clean Things to do Places to go Professional wardrobe People to meet/invite Local attractions

©2012 McGhee Productivity Solutions / www.mcgheepro.com

[email protected]

Professional Trigger List Objectives/Projects started, not completed Objectives/Projects that need to be started Commitments/promises to Other Boss/partners Colleagues/subordinates Other people in organization “Outside” people Customers Other organizations Professionals Communications to make/get Internal/External Initiate or respond to Phone calls Voicemail E-mail Faxes Letters Memos Other writing to finish/submit Reports Evaluations/reviews Proposals Articles Promotional materials Manuals/instructions Re-writes and edits Meetings that need to be set/ requested Who needs to know about what decisions?

Planning/organizing Formal planning (goals, targets, objectives) Current projects (next stages) Upcoming projects Business/marketing plans Organizational initiatives Upcoming events Meetings Presentations Organizational structuring Changes in facilities Installation of new systems/equipment Travel Financial Online banking Cash Flow Statistics/budgets Forecasts/projections P&Ls Balance sheet Credit line Banks Receivables Payables Petty cash Administration Legal issues Insurance Personnel Policies/procedures Customers Internal/External Marketing Promotion Sales Customer Service

Significant read/review

©2012 McGhee Productivity Solutions / www.mcgheepro.com

[email protected]

Inventories Supplies Office/site Office organization Furniture/decorations Waiting for… Information Delegated tasks/projects Completions critical to projects Replies to E-mails Calls Proposals Requisitions Reimbursements Petty cash Insurance Ordered items Repair Tickets Decisions of others Professional development Trainings/seminars Things to learn Things to look up Skills to practice/learn Computer training E-learning Resumes Outside education Research/need to find out about Professional wardrobe

©2012 McGhee Productivity Solutions

Professional Personal TriggerTrigger List List Systems Administration Computer/Smartphone Objectives/Projects started, Planning/organizing Objectives/Projects started, Phones/Smartphones Financial Software not completed Formal planning (goals, not completed Computers Bills Hardware targets, objectives) Equipment Connections Objectives/Projects that Current projectsBanks (next stages) Objectives/Projects that need Internet/Wireless E-mail/Internet Investments need to be started Upcoming projects to be started Loansplans TV/DVD Business/marketing Inventories Taxes iPod/CDs Commitments/promises to Commitments/promises to Organizational initiatives Insurance Cameras/film Other Upcoming events Other Supplies Phones Boss/partnersSpouse Meetings Legal affairs Answering machine Colleagues/subordinates Presentations Will Children Office/site Filing Sports equipment Other people Family in organization Organizational structuring Office organization Closets/clothes “Outside” people Changes in facilities Friends Furniture/decorations Waiting for… Garage/storage Customers Professionals Installation of new Mail order Vehicle repair/maintenance Other organizations systems/equipment Borrowed items Waiting for… Repair Tools Professionals Travel Information Reimbursements Luggage Other organizations Delegated tasks/projects Loaned items Pets CommunicationsService to make/get Financial Completions critical to Medical data Internal/External Online banking Church projects Health care Initiate or respond to Cash Flow RSVPs Volunteer Replies to Doctors/Dentists/Specialists Phone calls Statistics/budgets E-mails Home/household Voicemail Forecasts/projections Communications to make/get Calls Landlords Hobbies E-mail Family P&Ls Proposals Property ownership Faxes Balance sheet Friends Requisitions Books/Music/Movies Letters Professional Credit line Legal Reimbursements Real estate Memos Initiate/Respond to Banks Petty cash Errands Receivables Zoning Phone calls Insurance Hardware store Other writing to finish/submit Payables Taxes Letters Ordered items Drugstore Reports Petty cash Building/contractors Cards Heating/air-conditioning Repair Market Evaluations/reviews Tickets Bank Proposals Upcoming events Administration Plumbing Decisions of others Cleaners Articles Legal issues Electricity Special occasions Stationers Promotional materials Insurance Roofing Birthdays Professional development Manuals/instructions Personnel Landscape Anniversary Trainings/seminars Driveways Community Re-writes andWeddings edits Policies/procedures Things to learn Neighborhood Walls/floors/ceilings Graduations Things to look upSchools Decoration Meetings that need to be set/ Customers Internal/External Holidays Skills to practice/learn Furniture Local government requested Travel/vacations Computer training UtilitiesSales Civic issues Marketing Promotion Social events E-learning Appliances Who needs to know about Cultural events Resumes Light bulbs/wiring what decisions? Sporting events Customer Service Outside education Kitchen things Washers/dryers/vacuum Significant read/review R&D Research/need to find out about Areas to organize/clean Things to do Places to go Professional wardrobe People to meet/invite Local attractions

Systems Phones/Smartphones Computers Equipment Internet/Wireless

Professional Trigger List Objectives/Projects started, not completed Objectives/Projects that need to be started Commitments/promises to Other Boss/partners Colleagues/subordinates Other people in organization “Outside” people Customers Other organizations Professionals Communications to make/get Internal/External Initiate or respond to Phone calls Voicemail E-mail Faxes Letters Memos Other writing to finish/submit Reports Evaluations/reviews Proposals Articles Promotional materials Manuals/instructions Re-writes and edits Meetings that need to be set/ requested Who needs to know about what decisions?

Planning/organizing Formal planning (goals, targets, objectives) Current projects (next stages) Upcoming projects Business/marketing plans Organizational initiatives Upcoming events Meetings Presentations Organizational structuring Changes in facilities Installation of new systems/equipment Travel Financial Online banking Cash Flow Statistics/budgets Forecasts/projections P&Ls Balance sheet Credit line Banks Receivables Payables Petty cash Administration Legal issues Insurance Personnel Policies/procedures Customers Internal/External Marketing Promotion Sales Customer Service

Significant read/review

Systems Phones/Smartphones Computers Equipment Internet/Wireless Inventories Supplies Office/site Office organization Furniture/decorations Waiting for… Information Delegated tasks/projects Completions critical to projects Replies to E-mails Calls Proposals Requisitions Reimbursements Petty cash Insurance Ordered items Repair Tickets Decisions of others Professional development Trainings/seminars Things to learn Things to look up Skills to practice/learn Computer training E-learning Resumes Outside education Research/need to find out about Professional wardrobe

©2012 McGhee Productivity Solutions

Planning and Action Categories

Planning Action Hierarchy and Action Model Categories

.Supporting Projects – Business

.Supporting Projects – Personal

.Supporting Projects – Personal

1:1 ________ (boss, direct reports, family)

1:1 ________ (boss, direct reports, family)

1:1 Team (if more than 7 direct reports)

1:1 Team (if more than 7 direct reports)

1:2 ________ Staff Meeting (quarterly, monthly, weekly)

1:2 ________ Staff Meeting (quarterly, monthly, weekly)

Action Categories

Action Categories

SNA Calls

SNA Calls

SNA Computer

SNA Computer

SNA Desk

SNA Desk

SNA Errands

SNA Errands

SNA Home

SNA Home

SNA Online

SNA Online

SNA E-mail

SNA E-mail

SNA Read

SNA Read

SNA Waiting For

SNA Waiting For

Someday Maybe

Someday Maybe

www.mcgheepro.com

[email protected]

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

Strategic Next Actions (without dependencies)

Tasks and Subtasks

Cascade & Delegate Supporting Projects

Meaningful Objectives

Unifying Goals

Long-Term Goals

Mission/ Values

/

Strategic Next Actions (without dependencies)

.Supporting Projects – Business

Tasks and Subtasks

.Meaningful Objectives – Personal Supporting Projects

.Meaningful Objectives – Personal

Meaningful Objectives

.Meaningful Objectives – Business

Unifying Goals

.Meaningful Objectives – Business

Long-Term Goals

Planning Categories

Mission/ Values

Planning Categories

[email protected]

Planning and Action Categories

Planning Action Hierarchy and Action Model Categories

.Supporting Projects – Business

.Supporting Projects – Personal

.Supporting Projects – Personal

1:1 ________ (boss, direct reports, family)

1:1 ________ (boss, direct reports, family)

1:1 Team (if more than 7 direct reports)

1:1 Team (if more than 7 direct reports)

1:2 ________ Staff Meeting (quarterly, monthly, weekly)

1:2 ________ Staff Meeting (quarterly, monthly, weekly)

Action Categories

Action Categories

SNA Calls

SNA Calls

SNA Computer

SNA Computer

SNA Desk

SNA Desk

SNA Errands

SNA Errands

SNA Home

SNA Home

SNA Online

SNA Online

SNA E-mail

SNA E-mail

SNA Read

SNA Read

SNA Waiting For

SNA Waiting For

Someday Maybe

Someday Maybe

[email protected]

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

Strategic Next Actions (without dependencies)

Tasks and Subtasks

Supporting Projects

Cascade & Delegate

Meaningful Objectives

Unifying Goals

Long-Term Goals

Mission/ Values

/

Strategic Next Actions (without dependencies)

.Supporting Projects – Business

Tasks and Subtasks

.Meaningful Objectives – Personal Supporting Projects

.Meaningful Objectives – Personal

Meaningful Objectives

.Meaningful Objectives – Business

Unifying Goals

.Meaningful Objectives – Business

Long-Term Goals

Planning Categories

Mission/ Values

Planning Categories

www.mcgheepro.com

©

[email protected]

©

SNA Online

SNA E-mail

SNA Read

SNA Waiting For

Someday Maybe

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

SNA Home

[email protected]

©2012 McGhee Productivity Solutions

Strategic Next Actions (without dependencies)

Tasks and Subtasks

Supporting Projects

Cascade & Delegate

1:1 Team (if more than 7 direct reports)

Meaningful Objectives

1:1 ________ (boss, direct reports, family)

1:2 ________ Staff Meeting (quarterly, monthly, weekly)

SNA Desk

SNA Errands

Strategic Next Actions (without dependencies)

Tasks and Subtasks

Supporting Projects

Strategic Next Actions (without dependencies)

Tasks and Subtasks

Supporting Projects

Meaningful Objectives

Unifying Goals

Long-Term Goals

Mission/ Values

Cascade & Delegate

Unifying Goals

Strategic Next Actions (without dependencies)

Tasks and Subtasks

Supporting Projects

Meaningful Objectives

Unifying Goals

Long-Term Goals

Mission/ Values

Strategic Next Actions (without dependencies)

Tasks and Subtasks

Supporting Projects

Meaningful Objectives

1:2 ________ Staff Meeting (quarterly, monthly, weekly)

Meaningful Objectives

Planning Action Hierarchy and Action Model Categories

Unifying Goals

Long-Term Goals

Mission/ Values

Strategic Next Actions (without dependencies)

Tasks and Subtasks

Supporting Projects

[email protected]

Unifying Goals

.Supporting Projects – Business

Meaningful Objectives

1:1 Team (if more than 7 direct reports)

Long-Term Goals

1:1 ________ (boss, direct reports, family)

Long-Term Goals

.Supporting Projects – Personal Strategic Next Actions (without dependencies)

Tasks and Subtasks

Mission/ Values

.Supporting Projects – Personal

Unifying Goals

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

Long-Term Goals

Action Categories

Cascade & Delegate

.Supporting Projects – Business

Mission/ Values

SNA Computer Supporting Projects

SNA Home

Strategic Next Actions (without dependencies)

SNA Calls Meaningful Objectives

Someday Maybe

Tasks and Subtasks

Mission/ Values

SNA Computer

Supporting Projects

Action Categories

Cascade & Delegate

SNA Waiting For

Unifying Goals

SNA Calls

Meaningful Objectives

SNA Read

Unifying Goals

SNA E-mail

Long-Term Goals

Mission/ Values

SNA Online

Long-Term Goals

Mission/ Values

Planning Action Hierarchy and Action Model Categories Action Hierarchy Model

Planning Categories

.Meaningful Objectives – Business

.Meaningful Objectives – Personal

SNA Desk

SNA Errands

©2012 McGhee Productivity Solutions

Action Hierarchy Model

Planning Categories

.Meaningful Objectives – Business

.Meaningful Objectives – Personal

The Workflow Model

The Workflow The Four Ds for Decision Making Model

Delete it • If it does not relate to a Meaningful Objective • If you can find it somewhere else • If you will not refer to it in 3-6 months and it’s not legal or HR

Do it (if less than two minutes) • Respond and/or file

Delegate it • Send delegation • If follow-up is required, track it in a 1:1 or SNA Waiting For category

Defer it • Transfer to a 1:1, SNA Category or a specific time on your calendar

www.mcgheepro.com

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[email protected]

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

The Workflow Model

[email protected]

©

The Workflow The Four Ds for Decision Making Model

Delete it • If it does not relate to a Meaningful Objective • If you can find it somewhere else • If you will not refer to it in 3-6 months and it’s not legal or HR

Do it (if less than two minutes) • Respond and/or file

Delegate it • Send delegation • If follow-up is required, track it in a 1:1 or SNA Waiting For category

Defer it • Transfer to a 1:1, SNA Category or a specific time on your calendar

www.mcgheepro.com

/

[email protected]

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

[email protected]

©

The Workflow The Four Ds for Decision Making Model

The Four Ds for Decision Making

Delete it

Delete it

• If it does not relate to a Meaningful Objective

• If it does not relate to a Meaningful Objective

• If you can find it somewhere else

• If you can find it somewhere else

• If you will not refer to it in 3-6 months and it’s not legal or HR

• If you will not refer to it in 3-6 months and it’s not legal or HR

Do it (if less than two minutes)

Do it (if less than two minutes)

• Respond and/or file

• Respond and/or file

Delegate it

Delegate it

• Send delegation • If follow-up is required, track it in a 1:1 or SNA Waiting For category

• Send delegation • If follow-up is required, track it in a 1:1 or SNA Waiting For category

Defer it

Defer it

• Transfer to a 1:1, SNA Category or a specific time on your calendar

• Transfer to a 1:1, SNA Category or a specific time on your calendar

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

[email protected]

©2012 McGhee Productivity Solutions

The Workflow The Four Ds for Decision Making Model

The Four Ds for Decision Making

Delete it

Delete it

• If it does not relate to a Meaningful Objective

• If it does not relate to a Meaningful Objective

• If you can find it somewhere else

• If you can find it somewhere else

• If you will not refer to it in 3-6 months and it’s not legal or HR

• If you will not refer to it in 3-6 months and it’s not legal or HR

Do it (if less than two minutes)

Do it (if less than two minutes)

• Respond and/or file

• Respond and/or file

Delegate it

Delegate it

• Send delegation • If follow-up is required, track it in a 1:1 or SNA Waiting For category

• Send delegation • If follow-up is required, track it in a 1:1 or SNA Waiting For category

Defer it

Defer it

• Transfer to a 1:1, SNA Category or a specific time on your calendar

• Transfer to a 1:1, SNA Category or a specific time on your calendar

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

[email protected]

©2012 McGhee Productivity Solutions

E-mail PASS Model

P

A

PASS Model E-mail E-mail PASS Model

Purpose

Subject Line Protocol Purpose

What is the purpose of this communication, and what objective does it relate to?

Action RequestedWhat (AR): isTake the action purpose of this communication, and what objective Example:P Review HP proposal does it relateand to?approve by 2/24

Example: I’d like your approval on the Clayden proposal.

Example: I’d like your approval on the Clayden proposal. Response Requested (RR): Respond only Example: Are you available to travel to Toronto on October 1?

Action

Action Read Only (RO): Read, file or delete Example: HP Migration What document action is involved, and does it have a due date?

What action is involved, and does it have a due date?

A

Example: Please review the proposal and send me your input by October 1.

FYI: File or delete Example: Please review the proposal and send me your input by October 1. Example: The Everest Program document

Supporting Information

EOM: End Of Message Supporting Information

What supporting information does the recipient need?

S

Example: You will find the most recent copy of the proposal at http://salesdocuments. We recently had a meeting with the key stakeholders and changed some of the terms.

Subject Line

S

What supporting information does the recipient need?

To and SCc LinesExample: You will find the most recent copy of the proposal

To Line: Responsible for the action on the subject line at http://salesdocuments. Action or information directly had relates to a mutual business objective orand project We recently a meeting with the key stakeholders changed some of the terms. Cc Line: Not responsible for any action on the subject line Communication directly relates to a mutual business objective or project

Subject Line

Has the communication been effectively summarized in the Subject Line?

Bcc Line: Be Careful HasCareful! the communication been effectively summarized in the Subject Line?

Example: Action Requested: Review revised Clayden proposal and provide input by October 1.

Two Final Questions provide input by October 1.

Does your e-mail content PASS?

Do you need to track this e-mail in an SNA Waiting For or 1:1 category? If so, “Cc” yourself,Does send your the e-mail, then drag and drop it into your SNA e-mail content PASS? Waiting For or 1:1 category.

www.mcgheepro.com

/

[email protected]

S

Example: Action Requested: Review revised Clayden proposal and

Have you written the e-mail so it will not come back to you with questions?

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

[email protected]

E-mail PASS Model

P

A

PASS Model E-mail E-mail PASS Model

Purpose

Subject Line Protocol Purpose

What is the purpose of this communication, and what objective does it relate to?

Action RequestedWhat (AR): isTake the action purpose of this communication, and what objective Example:P Review HP proposal does it relateand to?approve by 2/24

Example: I’d like your approval on the Clayden proposal.

Example: I’d like your approval on the Clayden proposal. Response Requested (RR): Respond only Example: Are you available to travel to Toronto on October 1?

Action

Action Read Only (RO): Read, file or delete Example: HP Migration What document action is involved, and does it have a due date?

What action is involved, and does it have a due date?

A

Example: Please review the proposal and send me your input by October 1.

FYI: File or delete Example: Please review the proposal and send me your input by October 1. Example: The Everest Program document

Supporting Information

EOM: End Of Message Supporting Information

What supporting information does the recipient need?

S

Example: You will find the most recent copy of the proposal at http://salesdocuments. We recently had a meeting with the key stakeholders and changed some of the terms.

Subject Line

S

What supporting information does the recipient need?

To and SCc LinesExample: You will find the most recent copy of the proposal

To Line: Responsible for the action on the subject line at http://salesdocuments. Action or information directly had relates to a mutual business objective orand project We recently a meeting with the key stakeholders changed some of the terms. Cc Line: Not responsible for any action on the subject line Communication directly relates to a mutual business objective or project

Subject Line

Has the communication been effectively summarized in the Subject Line?

Bcc Line: Be Careful HasCareful! the communication been effectively summarized in the Subject Line?

Example: Action Requested: Review revised Clayden proposal and provide input by October 1.

Two Final Questions provide input by October 1.

Does your e-mail content PASS?

Do you need to track this e-mail in an SNA Waiting For or 1:1 category? If so, “Cc” yourself,Does send your the e-mail, then drag and drop it into your SNA e-mail content PASS? Waiting For or 1:1 category.

www.mcgheepro.com

/

[email protected]

S

Example: Action Requested: Review revised Clayden proposal and

Have you written the e-mail so it will not come back to you with questions?

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

[email protected]

PASS Model E-mail E-mail PASS Model

E-mail PASS Model

Subject Line Protocol Purpose

Subject Line Protocol

Action RequestedWhat (AR): isTake the action purpose of this communication, and what objective Example:P Review HP proposal does it relateand to?approve by 2/24

Action Requested (AR): Take action Example: Review HP proposal and approve by 2/24

Example: I’d like your approval on the Clayden proposal. Response Requested (RR): Respond only Example: Are you available to travel to Toronto on October 1?

Response Requested (RR): Respond only Example: Are you available to travel to Toronto on October 1?

Action Read Only (RO): Read, file or delete Example: HP Migration What document action is involved, and does it have a due date?

Read Only (RO): Read, file or delete Example: HP Migration document

FYI: File or delete Example: Please review the proposal and send me your input by October 1. Example: The Everest Program document

FYI: File or delete Example: The Everest Program document

EOM: End Of Message Supporting Information

EOM: End Of Message

A

What supporting information does the recipient need?

To and SCc LinesExample: You will find the most recent copy of the proposal

To Line: Responsible for the action on the subject line at http://salesdocuments. Action or information directly had relates to a mutual business objective orand project We recently a meeting with the key stakeholders changed some of the terms. Cc Line: Not responsible for any action on the subject line Communication directly relates to a mutual business objective or project

Subject Line

Bcc Line: Be Careful HasCareful! the communication been effectively summarized in the Subject Line?

S

Example: Action Requested: Review revised Clayden proposal and

To and Cc Lines

To Line: Responsible for the action on the subject line Action or information directly relates to a mutual business objective or project Cc Line: Not responsible for any action on the subject line Communication directly relates to a mutual business objective or project Bcc Line: Be Careful Careful!

Two Final Questions provide input by October 1.

Two Final Questions

Have you written the e-mail so it will not come back to you with questions?

Have you written the e-mail so it will not come back to you with questions?

Do you need to track this e-mail in an SNA Waiting For or 1:1 category? If so, “Cc” yourself,Does send your the e-mail, then drag and drop it into your SNA e-mail content PASS? Waiting For or 1:1 category.

Do you need to track this e-mail in an SNA Waiting For or 1:1 category? If so, “Cc” yourself, send the e-mail, then drag and drop it into your SNA Waiting For or 1:1 category.

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

[email protected]

©2012 McGhee Productivity Solutions

PASS Model E-mail E-mail PASS Model

E-mail PASS Model

Subject Line Protocol Purpose

Subject Line Protocol

Action RequestedWhat (AR): isTake the action purpose of this communication, and what objective Example:P Review HP proposal does it relateand to?approve by 2/24

Action Requested (AR): Take action Example: Review HP proposal and approve by 2/24

Example: I’d like your approval on the Clayden proposal. Response Requested (RR): Respond only Example: Are you available to travel to Toronto on October 1?

Response Requested (RR): Respond only Example: Are you available to travel to Toronto on October 1?

Action Read Only (RO): Read, file or delete Example: HP Migration What document action is involved, and does it have a due date?

Read Only (RO): Read, file or delete Example: HP Migration document

FYI: File or delete Example: Please review the proposal and send me your input by October 1. Example: The Everest Program document

FYI: File or delete Example: The Everest Program document

EOM: End Of Message Supporting Information

EOM: End Of Message

A

What supporting information does the recipient need?

To and SCc LinesExample: You will find the most recent copy of the proposal

To Line: Responsible for the action on the subject line at http://salesdocuments. Action or information directly had relates to a mutual business objective orand project We recently a meeting with the key stakeholders changed some of the terms. Cc Line: Not responsible for any action on the subject line Communication directly relates to a mutual business objective or project

Subject Line

Bcc Line: Be Careful HasCareful! the communication been effectively summarized in the Subject Line?

S

Example: Action Requested: Review revised Clayden proposal and

To and Cc Lines

To Line: Responsible for the action on the subject line Action or information directly relates to a mutual business objective or project Cc Line: Not responsible for any action on the subject line Communication directly relates to a mutual business objective or project Bcc Line: Be Careful Careful!

Two Final Questions provide input by October 1.

Two Final Questions

Have you written the e-mail so it will not come back to you with questions?

Have you written the e-mail so it will not come back to you with questions?

Do you need to track this e-mail in an SNA Waiting For or 1:1 category? If so, “Cc” yourself,Does send your the e-mail, then drag and drop it into your SNA e-mail content PASS? Waiting For or 1:1 category.

Do you need to track this e-mail in an SNA Waiting For or 1:1 category? If so, “Cc” yourself, send the e-mail, then drag and drop it into your SNA Waiting For or 1:1 category.

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

[email protected]

©2012 McGhee Productivity Solutions

Continuing Education The and Weekly SupportReview • Review Meaningful Objectives, Supporting Projects, and 1:1s to identify course corrections • Capture course corrections in your IMS

E-mail: [email protected] Phone: (866) 400-9948

[email protected]

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

Continuing Education The and Weekly SupportReview • Review Meaningful Objectives, Supporting Projects, and 1:1s to identify course corrections • Capture course corrections in your IMS

[email protected]

Keep up with Thought Leadership from McGhee Sign up for our free Monthly Newsletter. With the latest perspectives on improving personal and professional productivity, this brief read provides leadership lessons as well as tips for enhancing productivity and work/life balance. We do not sell or share our newsletter database, so feel free to sign up at www.mcgheepro.com.

1. Getting Your IMS Current

•Prioritize remaining SNAs •Drag and drop SNAs onto the calendar and/or plan SNA calendar time

2. Reviewing Your Planning Categories

Streamline E-mail Processing with McGhee Outlook Add-in Software Spend less time in the inbox and more time on important objectives with the McGhee TBYL 4Outlook Add-in. Ideal for individuals and organizations looking to optimize Outlook for greater ease of use and improved productivity. For more information and a 30-day free trial, visit the products section of our website.

- Clear your mind

- Capture incomplete actions from your past calendar - Categorize items in the Task List

Make a Difference by Referring Your Network to McGhee Empower individuals and organizations to achieve true productivity and work/life balance and help us achieve our mission by providing them introductions to McGhee. Please send colleagues and friends our contact information below or make a direct introduction to your McGhee Consultant.

• In Outlook Tasks: - Empty collecting points

•Prioritize remaining SNAs •Drag and drop SNAs onto the calendar and/or plan SNA calendar time

3. Prioritizing Your Action Categories

WEEKLY REVIEW

1. Getting Your IMS Current

2. Reviewing Your Planning Categories

[email protected]

Strengthen and Sustain Learning with Our Free Refresher Webinar Strongly endorsed by McGhee customers, we recommend you view this online tutorial every 6-12 weeks to refresh your learning and your productivity. To download, visit http://www.mcgheepro.com/prioritizing.aspx. Additional Refresher and E-mail 101 webinars are also available via our website.

- Capture incomplete actions from your past calendar - Categorize items in the Task List

- Clear your mind

• In Outlook Tasks: - Empty collecting points

•Prioritize remaining SNAs •Drag and drop SNAs onto the calendar and/or plan SNA calendar time

Website: www.mcgheepro.com

• Review Meaningful Objectives, Supporting Projects, and 1:1s to identify course corrections • Capture course corrections in your IMS /

WEEKLY REVIEW

McGhee Productivity Solutions

The Weekly Review

www.mcgheepro.com

3. Prioritizing Your Action Categories

2. Reviewing Your Planning Categories

1. Getting Your IMS Current

- Clear your mind

- Capture incomplete actions from your past calendar - Categorize items in the Task List

Make a Difference by Referring Your Network to McGhee Empower individuals and organizations to achieve true productivity and work/life balance and help us achieve our mission by providing them introductions to McGhee. Please send colleagues and friends our contact information below or make a direct introduction to your McGhee Consultant.

3. Prioritizing Your Action Categories

/

Keep up with Thought Leadership from McGhee Sign up for our free Monthly Newsletter. With the latest perspectives on improving personal and professional productivity, this brief read provides leadership lessons as well as tips for enhancing productivity and work/life balance. We do not sell or share our newsletter database, so feel free to sign up at www.mcgheepro.com.

WEEKLY REVIEW

www.mcgheepro.com

Streamline E-mail Processing with McGhee Outlook Add-in Software Spend less time in the inbox and more time on important objectives with the McGhee TBYL 4Outlook Add-in. Ideal for individuals and organizations looking to optimize Outlook for greater ease of use and improved productivity. For more information and a 30-day free trial, visit the products section of our website.

• In Outlook Tasks: - Empty collecting points

•Prioritize remaining SNAs •Drag and drop SNAs onto the calendar and/or plan SNA calendar time

- Capture incomplete actions from your past calendar - Categorize items in the Task List

- Clear your mind

• In Outlook Tasks: - Empty collecting points

3. Prioritizing Your Action Categories

WEEKLY REVIEW

Strengthen and Sustain Learning with Our Free Refresher Webinar Strongly endorsed by McGhee customers, we recommend you view this online tutorial every 6-12 weeks to refresh your learning and your productivity. To download, visit http://www.mcgheepro.com/prioritizing.aspx. Additional Refresher and E-mail 101 webinars are also available via our website.

1. Getting Your IMS Current

2. Reviewing Your Planning Categories

• Review Meaningful Objectives, Supporting Projects, and 1:1s to identify course corrections • Capture course corrections in your IMS

The Weekly Review

McGhee Productivity Solutions Website: www.mcgheepro.com E-mail: [email protected] Phone: (866) 400-9948

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

[email protected]

• Review Meaningful Objectives, Supporting Projects, and 1:1s to identify course corrections • Capture course corrections in your IMS

Continuing Education The and Weekly SupportReview Keep up with Thought Leadership from McGhee Sign up for our free Monthly Newsletter. With the latest perspectives on improving personal and professional productivity, this brief read provides leadership lessons as well as tips for enhancing productivity and work/life balance. We do not sell or share our newsletter database, so feel free to sign up at www.mcgheepro.com.

Strengthen and Sustain Learning with Our Free Refresher Webinar Strongly endorsed by McGhee customers, we recommend you view this online tutorial every 6-12 weeks to refresh your learning and your productivity. To download, visit http://www.mcgheepro.com/prioritizing.aspx. Additional Refresher and E-mail 101 webinars are also available via our website.

•Prioritize remaining SNAs •Drag and drop SNAs onto the calendar and/or plan SNA calendar time

- Capture incomplete actions from your past calendar - Categorize items in the Task List

- Clear your mind

• In Outlook Tasks: - Empty collecting points

Phone: (866) 400-9948

1. Getting Your IMS Current

E-mail: [email protected]

3. Prioritizing Your Action Categories

Website: www.mcgheepro.com

WEEKLY REVIEW

2. Reviewing Your Planning Categories

Make a Difference by Referring Your Network to McGhee Empower individuals and organizations to achieve true productivity and work/life balance and help us achieve our mission by providing them introductions to McGhee. Please send colleagues and friends our contact information below or make a direct introduction to your McGhee Consultant. McGhee Productivity Solutions

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

Continuing Education and Support

Streamline E-mail Processing with McGhee Outlook Add-in Software Spend less time in the inbox and more time on important objectives with the McGhee TBYL 4Outlook Add-in. Ideal for individuals and organizations looking to optimize Outlook for greater ease of use and improved productivity. For more information and a 30-day free trial, visit the products section of our website. Keep up with Thought Leadership from McGhee Sign up for our free Monthly Newsletter. With the latest perspectives on improving personal and professional productivity, this brief read provides leadership lessons as well as tips for enhancing productivity and work/life balance. We do not sell or share our newsletter database, so feel free to sign up at www.mcgheepro.com. Make a Difference by Referring Your Network to McGhee Empower individuals and organizations to achieve true productivity and work/life balance and help us achieve our mission by providing them introductions to McGhee. Please send colleagues and friends our contact information below or make a direct introduction to your McGhee Consultant. McGhee Productivity Solutions Website: www.mcgheepro.com E-mail: [email protected] Phone: (866) 400-9948

[email protected]

©2012 McGhee Productivity Solutions

• Review Meaningful Objectives, Supporting Projects, and 1:1s to identify course corrections • Capture course corrections in your IMS

Continuing Education The and Weekly SupportReview

Continuing Education and Support

Streamline E-mail Processing with McGhee Outlook Add-in Software Spend less time in the inbox and more time on important objectives with the McGhee TBYL 4Outlook Add-in. Ideal for individuals and organizations looking to optimize Outlook for greater ease of use and improved productivity. For more information and a 30-day free trial, visit the products section of our website.

1. Getting Your IMS Current

WEEKLY REVIEW

Keep up with Thought Leadership from McGhee Sign up for our free Monthly Newsletter. With the latest perspectives on improving personal and professional productivity, this brief read provides leadership lessons as well as tips for enhancing productivity and work/life balance. We do not sell or share our newsletter database, so feel free to sign up at www.mcgheepro.com.

•Prioritize remaining SNAs •Drag and drop SNAs onto the calendar and/or plan SNA calendar time

Streamline E-mail Processing with McGhee Outlook Add-in Software Spend less time in the inbox and more time on important objectives with the McGhee TBYL 4Outlook Add-in. Ideal for individuals and organizations looking to optimize Outlook for greater ease of use and improved productivity. For more information and a 30-day free trial, visit the products section of our website.

3. Prioritizing Your Action Categories

Strengthen and Sustain Learning with Our Free Refresher Webinar Strongly endorsed by McGhee customers, we recommend you view this online tutorial every 6-12 weeks to refresh your learning and your productivity. To download, visit http://www.mcgheepro.com/prioritizing.aspx. Additional Refresher and E-mail 101 webinars are also available via our website.

2. Reviewing Your Planning Categories

Strengthen and Sustain Learning with Our Free Refresher Webinar Strongly endorsed by McGhee customers, we recommend you view this online tutorial every 6-12 weeks to refresh your learning and your productivity. To download, visit http://www.mcgheepro.com/prioritizing.aspx. Additional Refresher and E-mail 101 webinars are also available via our website.

- Capture incomplete actions from your past calendar - Categorize items in the Task List

- Clear your mind

• In Outlook Tasks: - Empty collecting points

Make a Difference by Referring Your Network to McGhee Empower individuals and organizations to achieve true productivity and work/life balance and help us achieve our mission by providing them introductions to McGhee. Please send colleagues and friends our contact information below or make a direct introduction to your McGhee Consultant.

Keep up with Thought Leadership from McGhee Sign up for our free Monthly Newsletter. With the latest perspectives on improving personal and professional productivity, this brief read provides leadership lessons as well as tips for enhancing productivity and work/life balance. We do not sell or share our newsletter database, so feel free to sign up at www.mcgheepro.com. Make a Difference by Referring Your Network to McGhee Empower individuals and organizations to achieve true productivity and work/life balance and help us achieve our mission by providing them introductions to McGhee. Please send colleagues and friends our contact information below or make a direct introduction to your McGhee Consultant.

McGhee Productivity Solutions

McGhee Productivity Solutions

Website: www.mcgheepro.com

Website: www.mcgheepro.com

E-mail: [email protected]

E-mail: [email protected]

Phone: (866) 400-9948

Phone: (866) 400-9948

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

[email protected]

©2012 McGhee Productivity Solutions

The Meeting Request Model

Does this impact one of my Meaningful Objectives?

Do You Have ALL The Information You Need? It is much easier to prioritize meeting requests when you have the information Does thisavailable. impact Delete

Delete it

NO

one of my Meaningful Objectives?

NO

YES

Can I delegate it?

Request Information: •Attendees? •Location? •Due Date? •Length?

Send an E-mail using PASS Model

/

Request

Can I delegate it?

YES

NO

Add to Agenda

Calendar it

[email protected]

Send an E-mail using PASS Model

Add to Agenda

Calendar it

[email protected]

The Meeting Request The Meeting Request ModelModel

one of my Meaningful Objectives?

NO

it

Make sure thatYES you find out:

NO

YES

Can I delegate it?

Request Information: •Attendees? •Location? •Due Date? •Length?

Send an E-mail using PASS Model

/

Request

Information: What is the agenda? •Attendees? Do I have all of the • Who is attending? NO •Location? information I need? • Is any supporting information required? •Due Date? •Length? • What is the location and length of the meeting? YES • What is the date by when the meeting needs to happen?

•

Can I add it to an existing meeting agenda?

NO

YES

www.mcgheepro.com

NO

Do You Have ALL The Information You Need? It is much easier to prioritize meeting requests when you have the information Does thisavailable. impact Delete

YES

Do I have all of the information I need?

YES

YES

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

Delete it

NO

Can I add it to an existing meeting agenda?

NO

The Meeting Request Model

Does this impact one of my Meaningful Objectives?

it

Information: What is the agenda? •Attendees? Do I have all of the • Who is attending? NO •Location? information I need? • Is any supporting information required? •Due Date? •Length? • What is the location and length of the meeting? YES • What is the date by when the meeting needs to happen?

•

Can I add it to an existing meeting agenda?

NO

YES

www.mcgheepro.com

NO

Make sure thatYES you find out:

YES

Do I have all of the information I need?

The Meeting Request The Meeting Request ModelModel

Can I delegate it?

YES

NO

Add to Agenda

Calendar it

[email protected]

YES

Send an E-mail using PASS Model

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

Can I add it to an existing meeting agenda?

NO YES

NO

Add to Agenda

Calendar it

[email protected]

The Meeting Request The Meeting Request ModelModel

The Meeting Request Model

Do You Have ALL The Information You Need? It is much easier to prioritize meeting requests when you have the information Does thisavailable. impact Delete

Do You Have ALL The Information You Need? It is much easier to prioritize meeting requests when you have the information available.

Make sure thatYES you find out:

Make sure that you find out:

one of my Meaningful Objectives?

NO

it

Request

Information: What is the agenda? •Attendees? I have all of the • Who isDo attending? NO •Location? information I need? • Is any supporting information required? •Due Date? • What is the location and length•Length? of the meeting? YES • What is the date by when the meeting needs to happen?

•

Can I delegate it?

YES

NO

Add to Agenda

Calendar it

YES

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

• •

Can I add it to an existing meeting agenda?

NO

Send an E-mail using PASS Model

What is the agenda? Who is attending? Is any supporting information required? • What is the location and length of the meeting? • What is the date by when the meeting needs to happen?

•

[email protected]

©2012 McGhee Productivity Solutions

The Meeting Request The Meeting Request ModelModel

The Meeting Request Model

Do You Have ALL The Information You Need? It is much easier to prioritize meeting requests when you have the information Does thisavailable. impact Delete

Do You Have ALL The Information You Need? It is much easier to prioritize meeting requests when you have the information available.

Make sure thatYES you find out:

Make sure that you find out:

one of my Meaningful Objectives?

NO

it

Request

Information: What is the agenda? •Attendees? I have all of the • Who isDo attending? NO •Location? information I need? • Is any supporting information required? •Due Date? • What is the location and length•Length? of the meeting? YES • What is the date by when the meeting needs to happen?

•

Can I delegate it?

YES

Send an E-mail using PASS Model

www.mcgheepro.com ©2012 McGhee Productivity Solutions /

What is the agenda? Who is attending? Is any supporting information required? • What is the location and length of the meeting? • What is the date by when the meeting needs to happen?

•

• •

Can I add it to an existing meeting agenda?

NO YES

NO

Add to Agenda

Calendar it

[email protected]

©2012 McGhee Productivity Solutions