Labeling Files: My Top 5 Tips

Have you ever had a pile of papers that defied being labeled? Or perhaps you’re worried that if you do file that important piece of paper, you’ll never find it again in your cavernous filing system. Yet some people seem to be able to put their hands on any piece of paper they are looking for within seconds. What are their secrets for labeling files?

Create one overall system and stick to it. If you forget what categories you have in your filing system, create an index so you can scan the index to file and find items.


The business of business: Know your Metrics

Last week when you set your goals, you made them measurable. (How else can you know if you’ve achieved them or not?) Most goals have several actions that will lead to the successful outcome. We could put it like this:
Action1 + Action2 + Action3 = Result
For instance, perhaps you have a goal for a certain amount of income per month. Let’s take a simple example; a coach wants to make $40,000 per month. In order to do that, let’s say they need 32 clients a month. Their client load has 20 ongoing clients per month, so they need 12 new clients a month, or 3 a week. If their enrollment process (call/seminar/ lead generation) has a conversion rate of 25%, they need to speak to 48 new people a month to get those 12 new clients in a month. 
So at this point, there are several possible strategies to meet the goal. Increase the client rate, increase the number of ongoing clients, increase their conversion rate, or increase the number of new people they are speaking to each month. Implementing any of these strategies will help to achieve the goal.

Change Action 1 + Change Action 2 + Change Action 3 = Change in Result 
However, attempting to change everything at once will usually end in a worse result. It’s too much to focus on. So choose one strategy to work on at any given time. Determining the strategy that will have the biggest impact will give the coach the key metric to focus on.
In our example, since the coach is currently only speaking to 20 new people a month, they decide to focus on increasing the number of new people they speak to a month. So they track the number of new people they speak to and focus on increasing that number. 
Which ever metrics you decide to track, make it easy to record the data and to retrieve reports as you progress towards your goal. If you need suggestions on what metrics are important, or how best to track them, give us a call. 


Milestones: Your company has a vision, now what…

Milestones: Your company has a vision, now what…

Once you have a vision for your company, giving you a long term view into the future, it’s time to set some goals, milestones and next action steps.  

Let’s start by looking at how these all fit together. Think of your vision as the view of Earth from space. You see the whole thing, but without any details. Next, your goals, are like flying in a commercial airplane at 35,000 feet. You see the general lay of the land and still see the horizon, but still not many details. Your milestones are like flying in a two-seater plane at 10,000 feet. You just see the horizon, but most of your sight is filled with the features on the land. Your next action steps are at ground level. You’re very focused on the details, on what’s right in front of you.  

So set goals with the vision in mind, set milestones with the goal in mind and set action steps with the milestone in mind.  

Does your company have a vision?

Does your company have a vision?

A vision provides a road map for your company, gives it direction and purpose. For some people, their vision of their company is to make millions of dollars, and that’s it. They’re going to make money however they can. If that’s you, I’m not writing this for you. Or if it’s you and you’re interested in a different perspective, read on.  

I believe each of us is destined to fulfill a certain role in life. It’s different for each person, and we are probably only satisfied when we discover our role and are fulfilling that role. There are lots of books and courses one can use to help you on your journey to discovering your purpose. When you align your company’s vision with your personal vision, magic happens. It’s all a matter of perspective and satisfaction. And you can still make millions of dollars. Being clear about your vision for the company and having it aligned with your personal vision virtually eliminates procrastination. Having a powerful vision helps you get past the inevitable stumbling blocks along the way.   


10 Tips for how to stay on top of Email

Email. A blessing and a curse. It’s a wonderful way to reach someone without having to play phone tag. It’s a wonderful way to deliver necessary information. And it’s also an easy way for other people to send you the information they want to send you. Work reports that don’t actually pertain to your work. Marketing from a store that you bought one thing from 3 years ago and you might go back to one day. Reply-alls from well-meaning individuals in a group email. And spam. Managing it all can be overwhelming. Here are a few tips to help you stay on top of your email.

on top of email

1. Limit what comes in
It’s so easy to sign up for interesting and useful newsletters and subscriptions. Set up a separate email address for your newsletters and subscriptions that you can check on your schedule, not theirs. Be judicious about who you give your primary email address to. Use a spam service that automatically reduces the amount of spam you have coming into your inbox.

2. Segment the incoming mail
Use rules or filters to put incoming mail into pre-designated folders for the mail that you don’t have to respond to right away. Examples of this type of mail may be from professional groups that you belong to. Or perhaps you pay extra special attention to those groups and want to be able to see the moment a message comes in from one of those people. Separating their email automatically allows you to go straight to them.


5 Tips for Getting Things Done

We’ve all been there. Task A should be done today, yet when we get to the end of the day, it’s not done, again. Yet there are people who seem to be always getting things done. A common phrase of advice is “If you want something done, give it to a busy person.” Why is that? What do people who get things done have in common? And how can you learn from them in order to be as productive? 
So you have a task that needs doing, but it doesn’t get done. Sometimes we experience negative self talk about it.
negative self talk
Or we make excuses about it.
But what would it be like if, instead of focusing on the failure, you focused on what you could do about it?