The to-do list can be a daunting document.  For every one item you check off, you probably add two.  For many of us, it is far longer than the number of hours that we each have in our days.  The question then is: “how can we set up a strategy to prioritize the to-do list so that you are best utilizing your time”?  Think about ROI (return on investment) as your ROT (return on time).

Too Familiar?

Here is a new system that we created within our company.  I suggest that everyone have the same 3 categories across the team, but that the prioritization is role-specific.

Determine your 3 categories that all of your actions fall under (or should fall under).  In our company, I determined the following as our 3 categories:

1. Revenue producing:  an item on the to-do list that will bring money into the company
2. Service-related:  an item on the to-do list that will make our members or clients lives and businesses better
3. Brand awareness and networking: actions that will help build our brand throughout the industry and beyond

Based on your list, prioritize your categories.  My particular role in our company is bringing in new business and also long-term strategy.  If my role was to service our clients and members more directly, I would prioritize the categories differently.  Therefore, my category prioritization is as follows:

1. Revenue production
2. Brand awareness, strategy, and networking
3. Service

Determine some examples of what each category would entail.  For example, I would use the following examples for our company:

1. Revenue production: sales calls, creating letters of agreement, invoicing, etc.  For your firm, this might also be billable hours or creating proposals.
2. Brand awareness, strategy, and networking:  arranging presentations at design centers, writing blog posts, staying connected with my professional network, etc.
3. Service:  adding functionality to the website that would improve the client experience, monthly member calls, etc.

A few more ideas:

• Establish a “D” category.  There will naturally be things that fall into the “Other” category.  We call those category “D” items.  These will still need to get done but in the prioritization exercise, they will be the items that are least important to your business.
• Every time you add something to your to-do list, make sure that you put a letter next to it or color code it.  This will show you where you need to be prioritizing and what items can be downgraded.

For more great techniques to work smarter, I suggest Gina Trapani’s columns at FastCompany.com. What systems do you use to prioritize your laundry list of to-dos?

It’s 8:30 am Monday morning and you turn on your computer to start the day.

Enforce the one click rule. Once you open an e-mail it is much more time efficient and effective to reply the minute you finish reading it.

Organize e-mails by folders. Set up a folder with-in your inbox for each client to catalog all of your correspondence.  Then broaden your electronic mail message organization method with more general folders. Personally, I recommended assembling a folder for each client project, pricing, acknowledgements, tracking information, and invoices.  You can tailor your folders to your needs, for it will drastically reduce the time spent searching for e-mails.

Weekly cleaning of your inbox, spam, and unwanted deleted items. If you really want to go the extra mile, take a few minutes to unsubscribe from promotional e-mail lists you don’t use.  Cleaning out your e-mails will not only increase your productivity, it will also free-up storage space for the entire office.