Episodes

Monday Apr 15, 2019
How To Get Started Once You Have Your Productivity System In Place
Monday Apr 15, 2019
Monday Apr 15, 2019
Podcast 77
In this week’s episode of the Working With Podcast, I answer a question about getting to the next level of productivity mastery.
Links:
Email Me | Twitter | Facebook | Website
The March Madness Sale Website
Life And Time Mastery Workshop, Scunthorpe. UK.
The Beginners Guide To Building Your Own COD System
The Working With… Podcast Previous episodes page
Carl Pullein Coaching Programmes
The 2019 Edition of Your Digital Life 2.0
Script
Hello and welcome to episode 76 of the Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
A quick reminder for all you in the UK: this week, on Saturday (20th April) I will be co-hosting a FREE life and Time Mastery Workshop in Scunthorpe. It’s an all-day workshop where Kevin Blackburn and I will be sharing with you some great tips and tricks to develop and achieve your goals using tried and tested techniques. All the details are on my website. It would be fantastic to be able to meet you. So get yourself registered. Registration will be closing in the next 24 hours or so, so don’t delay.
Okay, on to this week’s question and that means it’s time for me to hand you over to the mystery podcast voice for this week’s question.
This week’s question comes from Alex. Alex asks: Hi Carl, I’ve been following GTD and your COD system for some time now, but still feel Stressed out about everything I have to do. Is there something I am missing?
Great question Alex. This is something I have been writing about recently and that is moving to a higher state of organisation and productivity.
You see, having all your tasks, events, ideas and notes perfectly organised, is one thing. It's a very important one thing, but it is just the start. To move to the next level, so to speak, is to be in a state where no matter how much you have to do, you are completely comfortable doing what you are doing right now.
A mistake I see a lot of people making is not making any decision about what it is they have collected. Let’s say your boss asks you to develop some ideas for a sales campaign next month. So you collect the task and write “develop some ideas for sales campaign next month”.
Now that’s a good start, a clearly written task. Then what they do is either create a project or move that task to an area of focus and then move on to the next task they collected.
Here's the problem. You’ve not made a decision on that task. What happens next? What exactly do you have to do to make that task complete? How will you present your sales campaign ideas to your boss? Will you send them a written document or will you be presenting your ideas? When will you develop those ideas? These are the micro decisions that need to happen to get this task completely off your mind. Knowing exactly what you need to do next and when you are going to allocate time to do it.
These undecided tasks are what, in GTD speak, are called open loops. Sure you collected the task and got it into your system, but as there is no decision made on it about what needs to happen next and when then you are not going to be able to completely let go of it in your mind.
If you have a lot of tasks in your system like that—tasks that have no next action or decisions made on them—you are still going to feel overwhelmed and busy. Your brain is not going to trust that you have them externalised properly.
Now it’s okay to not make a decision on something. That in itself is a decision, but you still need to decide when you are going to review it. Let's say you receive an invitation to a party in 6 months time but you are not sure if you will able to go or not. Making a decision not to make a decision until 3 months before the event is a decision. Add a task “decide whether to go to Derek’s party or not” and date it for three months later is fine. You have decided to postpone a decision. Now that will be off your mind because you know you are going to come back to it in 3 months time.
In three months if you still are not sure, just change the review date and review it again later. There is nothing wrong with rescheduling decisions like this. You have made a conscious decision not to make a decision right now and that is a decision.
Another reason for not feeling completely at ease with what you have to do is you have not done a complete mind-dump (again, another GTD phrase) what this means is you have got everything on your mind out of your mind and into your system.
I’ve found with my coaching clients when they do an initial mind-dump they get around 75% of what’s on their mind out, but there’s still 25% lurking in there somewhere. It can take a few days to get everything out. This is why I recommend you take a piece of paper or a cheap notebook and carry it around with you for a few days. Things you need to do or remember will come at you from all places and you can quickly get them down onto the paper and then later, get them into your system. These ‘hard to reach’ tasks, events and ideas come eventually. When they do you can make the necessary decisions about what you want to do with them. Again, it may be you don’t want to do anything with them yet and that’s okay. Put them in a folder called “Someday | Maybe” and make a decision about when you will review them.
I review my Someday | Maybe folder every three months. Nothing in there is urgent or current. When I do review the folder, I find I delete off a lot of projects and ideas which is a great way to keep this folder from overflowing with stuff you are never likely to do anyway. Again, be comfortable deleting these “never going to do” tasks and ideas. If you do find the idea or task comes back to you, then you can always add it again. That’s something that very rarely happens for me, but does happen from time to time.
Another reason for not feeling completely relaxed about everything is although you have everything in your system, your system is not organised in a way that works for you. This usually occurs because you have tried to copy someone else’s organisation system. I used to do that. I would read a great new way to organise my notes using a combination of notebooks and tags and then after spending several days reorganising everything I found I could not find anything I wanted to find.
Eventually, the penny dropped and I realised I had to work out for myself how I would naturally look for something. This can be hard because we have picked up filing and organisation systems in the various jobs we have done in the past. My first experience in an office, for example, used a simple alphabetical filing system using folders and filing cabinets. I soon discovered this was my natural way for organising things. Alphabetically. So that is how I have all my notes organised. I created a digital filing cabinet system in Evernote using alphabetically organised tags and I’ve never had a problem finding anything since. It’s incredibly simple—embarrassingly so—but it’s also very effective. It also means when I process my notes inbox I can process very quickly because my brain is using its natural filing methodology.
Be careful about copying other people’s system. It’s a great way to get new ideas and to breathe new life into a tired and uninspiring system, but if your system is boring it usually means its’ working because you don’t have to think about it. When you don’t have to think about your system you have reached a very high level of organisation. Things just get collected, organised and done. Exactly what you are wanting to achieve.
Finally, trusting your system in a key part of reducing stress and overwhelm. If you don’t trust that you have collected everything that matters to you, or you don’t trust your to-do list is showing you everything you need to see on the right day, then you are going to feel stressed. Trust is not something you will get immediately either. It is only through continued use and practice that trust will develop. It can take anywhere between a couple of weeks to several months to finally get to the point where you know what you see on your daily to-do list and on your calendar is exactly what you need to see. Don’t despair. Be patient. It does come eventually. Stick with one system, modify where you feel it does not work and make sure you learn how to use your chosen tools properly.
Find apps that work for you. If you are a visual person and you like to see projects and areas of focus arranged in cards, then apps like Asana and Trello might be the best tools for you. If you like to see things more linearly then apps like Todoist are likely to work better for you. Give yourself permission to experiment. It is important that the tools you use work best for you. But… Once you have made your decision, stick with it. Only change apps if, after a few months, they really don’t work for you. Changing apps every few weeks will destroy your trust and takes up a lot of time having to take stuff from your existing system and move it over to your new system.
So there you go, Alex. I hope that has helped and given you a few ideas about how you get yourself to the next level of productivity. It’s a great level to achieve because when you know you have everything decided upon and it is organised in a way you can find quickly and you trust your system you will feel a huge sense of relief and that overwhelm and stress you fee will disappear.
Thank you all for listening and I hope to see many of you in Scunthorpe on Saturday at the Life and Time Mastery Workshop.
It just remains for me now to wish you all a very very productive week.

Monday Apr 08, 2019
How To Get Started on Your Productivity Journey
Monday Apr 08, 2019
Monday Apr 08, 2019
Podcast 76
In this week’s episode of the Working With Podcast, I answer a question about getting started once you have created your system.
Links:
Email Me | Twitter | Facebook | Website
The March Madness Sale Website
Life And Time Mastery Workshop, Scunthorpe. UK.
The Beginners Guide To Building Your Own COD System
The Working With… Podcast Previous episodes page
Carl Pullein Coaching Programmes
The 2019 Edition of Your Digital Life 2.0
Script
Hello and welcome to episode 76 of my Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
This week I have an excellent question about actually getting started once you have a system in place. I know I produce a lot of content that concerns setting up a system, but there’s not a great deal of content out there about actually getting started once you have a system in place. So I will change that this week.
The answer to this question will also help you if you have fallen off the wagon, so to speak, and will help you get back on and get started again. We all fall off from time to time and so having a few strategies that allow you to get back when it does happen is always a good idea.
Don’t forget if you have taken my FREE Beginners Guide To Building Your Own COD system course you get a huge discount on the 2019 Your Digital Life course. Details of the discount are in the COD course. Your Digital Life takes you to the next level by showing exactly how to build your goals, projects and routines into daily activities so nothing gets missed. AND… You also get a FREE workbook, a FREE copy of Your Digital Life 2.0 book as well as FREE access to my Email Productivity and Ultimate Goal Planning courses. That’s excellent value for money, it’s almost like giving away a whole productivity course. Details of both courses are in the show notes.
Okay, onto this week’s question and so it is time for me to hand you over to the mystery podcast voice for this week’s question.
This week’s question comes from Frank. Frank asks: Hi Carl, I have just read your book Your Digital Life and I have read GTD. the problem I have now is where do I start? I have everything in place inbox, projects and areas of focus, but there seems to be too much for me to do. Can you help?
Hi Frank, thank you for your fantastic question.
The first thing we need to understand is that our to-lists are never going to stop filling up. Life will always throw up far more than we can ever do. I think most people begin to realise that after a while. It’s why inbox zero only lasts for a few minutes. As soon as we get our email inbox down to zero, pretty soon more email will begin arriving. It just isn't going to stop.
So that’s the first thing we all have to accept. Zeroing everything out is temporary. Clean everything out, take your dog for a walk and when you get back you will have stuff accumulating again.
So where do you start? Well, just start at the top and keep going. That’s really all there is to it. Of course, things are a bit more complicated than that. Some things will be more important than others. Some tasks are time sensitive, others less so.
Part of becoming more productive is developing skills that will help you to prioritise. Which of all your collected tasks need to be done sooner rather than later? Which tasks, if you did right now, would take a lot of pressure off you? And which tasks have your attention right now? All those should be dealt with first. These tasks will be taking up a lot of mental energy and so the sooner you either do them or make a decision on when you will do them the better.
Quite often all you need to do once you have everything in your system is to go through all your projects and areas of focus and decide what needs to happen next to get things moving forward. It’s surprising how by spending an hour or so doing a weekly review you soon get everything moving forward and you begin to relax.
But before that, The primary objective when you start using any kind of productivity or time management system is to build trust in your system. If things get missed and you are not seeing what you need to see when you need to see it, you will not trust your system and when that happens you stop using it and you’re back where you started. Blaming yourself or the system for you not being able to be productive. Having trust needs to be objective number one. When you trust you are collecting everything as it comes to mind, you are collecting your great ideas and all events are put on to your calendar—that’s when you begin to relax and great things happen. If you don't trust your system you will have tasks in your to-do list and they will still be in your head. You’re duplicating. When you trust your system, your mind can let go knowing everything is collected and is either processed or will be processed very soon.
Now, where do you start? Well once you know what has your attention you need to establish what is time sensitive and what tasks will have the biggest impact on your projects you can begin doing the work. Start with those. As you complete those tasks you will feel a greater sense of accomplishment. You will feel yourself relaxing, becoming less stressed because the things that are most pressing are getting done.
At the end of the workday, spend a few minutes organising what you collected. Deal with the most urgent, process the rest so you will see them when you need to see them and enjoy the rest of the day.
What I have found is we become more stressed and feel more overwhelmed when we don't get whatever is on our mind out of there and into a place we know we will check later. Being more productive isn't about doing a lot of work in less time, being more productive is about doing the work that matters and discarding the stuff that doesn't matter. To do that takes courage.
It’s very easy to think everything that comes our way is important. It’s much harder to make decisions about whether something really is important or not. But if you really want to get control of your time so you can spend more of it doing the things you want to do, that is something you are going to have to do.
I get a lot of requests to review apps from hard-working app developers. I feel for them because I know it’s incredibly hard to come up with the idea, develop the concept and to them build the app. That takes a lot of time and hard work. I also love looking at and trying new productivity apps. But I am not an app reviewer and I really don't have the time to review an app properly. I am very clear about the things I want to spend my time doing. So I politely decline any offers that come my way. The truth is there are people out there who would do a far better job reviewing apps. So although I really want to help these developers get noticed, I know reviewing apps is not my thing and so I say no.
It’s hard to say no, but it is better for me and for the developers that I do. That way I don’t waste anyone’s time.
And that’s the way you need to become. Understand what is important to you so you can spend more time doing that and less time doing stuff you don’t enjoy or don’t want to do.
Of course, I know that isn’t always easy when the stuff you don’t like doing is given to you by your boss or customer. But we also get a lot of opportunities each day that look very attractive, but at the end of the day are just going to suck time away from you and prevent you from doing the things that really matter—those time-sensitive tasks that do need doing today.
So go through your task list, decide what has your attention and what is time sensitive and prioritise those tasks. You can add a date, add a flag or create labels or tags that tell you whether something is important or not. You can decide to focus on one project and get that project completed by the end of the week. You do have a lot of freedom about where you want to put your attention. The thing is, once you have made a decision about where you want to put your focus you need to stick to the plan. There’s no point in having a plan for the day and then making it easy for you to change that plan just because you received an email that looks more attractive. You do not want to have too many tasks assigned each day, you do need to keep some flexibility in your day for those urgent requests from your customers or boss. But you do need a plan for the day. If you don’t have a plan, someone else will give you one and their plan is not going to be a very good plan for you.
The secret is really all about knowing what has your attention and making sure you have made a decision on what you are going to do about it and when. When you have instilled that practice and it becomes a habit, then you will find everything slips into place and you start getting a lot of very important work done and at the same time your stress levels fall and you start to feel much more relaxed about doing what you are doing.
So, make sure you are collecting everything that has your attention. Then when you process that stuff, ask yourself what you need to do about it and when and if you decide it is not important and is not going to contribute to your overall life plan then get rid of it. Being more productive is all about saying no to a lot of things and sousing all your energy on the things that you decide is important.
If everything is out of your head and into a trusted system and you know what needs your attention will show up when you need it to show up, then you are well on your way to becoming super-productive.
I hope that has helped, Frank and thank you so much for your question.
Don’t forget if you have a question about productivity, time management, GTD or goal planning, get in touch either by email (carl@carlpullein.com) or DM me on Facebook or Twitter. All my contact links are in the show notes.
It just remains for me now to wish you all a very very productive week.

Friday Apr 05, 2019
Talking Productivity And GTD with David Allen (Part 2)
Friday Apr 05, 2019
Friday Apr 05, 2019
Podcast 75 (Part 2)
This is part 2 of my conversation with David Allen, the GTD guy,
Links:
Email Me | Twitter | Facebook | Website
The Working With… Podcast Previous episodes page
Carl Pullein Coaching Programmes
The 2019 Edition of Your Digital Life 2.0
Life And Time Mastery Workshop, Scunthorpe. UK.
The Beginners Guide To Building Your Own COD System

Monday Apr 01, 2019
Talking Productivity and GTD with David Allen (Part 1)
Monday Apr 01, 2019
Monday Apr 01, 2019
Podcast 75
In this week’s episode of the Working With Podcast, I talk with the GTD guy himself, David Allen. We had a great conversation about applying the principles of GTD as well as overcoming some of the difficulties people often face with applying a GTD process.
Links:
Email Me | Twitter | Facebook | Website
The Working With… Podcast Previous episodes page
Carl Pullein Coaching Programmes
The 2019 Edition of Your Digital Life 2.0
Life And Time Mastery Workshop, Scunthorpe. UK.
The Beginners Guide To Building Your Own COD System

Monday Mar 25, 2019
How To Breathe Life Into a Tired Uninspiring To-do List
Monday Mar 25, 2019
Monday Mar 25, 2019
Podcast 74
In this week’s episode of the Working With Podcast, I answer a question about getting your to-do list under control and making it more inspiring.
Links:
Email Me | Twitter | Facebook | Website
The March Madness Sale Website
Life And Time Mastery Workshop, Scunthorpe. UK.
The Beginners Guide To Building Your Own COD System
The Working With… Podcast Previous episodes page
Carl Pullein Coaching Programmes
The 2019 Edition of Your Digital Life 2.0
Script
Hello and welcome to episode 74 of my Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
This week I have a wonderful question about cleaning up an out-of-control to-do list and how to make it more inspiring—something I don’t think we think very much about when we create our to-do lists.
Before we dive into the answer, I’d just like to let you all know—in case you missed it—My learning centre is currently having a huge March Madness Sale. In this sale, you can get yourself a 35% discount on ALL my courses AND coaching programmes.
As we are rapidly approaching the end of the first quarter on 2019, if you are finding yourself a little out of motivation or need a big boost to kick start your year, this would be a great time to get yourself a great deal on a course or a coaching programme. Details of the sale are available in the show notes.
Oh and if you are in the UK on the 20th April and have some free time, I will be doing a workshop in Scunthorpe with Kevin Blackburn—The Life Success Engineer— called Life and Time Mastery. This is a FREE workshop and we’d love to see you there. Our goal is to help you to create your life’s goals and then show you how you can turn those goals into action steps you can take every day to make them happen. A link to the registration page is in the show notes.
Okay, let’s get into the question and that means it’s time for me now to hand you over to the mystery podcast voice for this week’s question.
This week’s question comes from Helena. Helena asks; Hi Carl, my to-do list is a mess and I don't find it inspiring at all. I hate going in there. Is there anything I can do to get it under control and make it more inspiring?
That’s a fantastic question, Helena! And I know a lot of people struggle with this one. In our excitement of getting ourselves more organised and productive we throw everything into our shiny new to-do lists and create a lot of projects—and I mean a lot. On top of that, the way we write out tasks can often be confusing. This means we end up with a to-do list manager that may have felt nice for a few days but now leaves us feeling confused and uninspired to do anything about.
One of the things I find is, as time goes by we learn the best way to write tasks but in the initial stages of playing around with our new to-do list manager we are less focused on how we write our tasks and more focused on what our to-do list app can do. This is often the reason why we end up with a very complicated hierarchy of projects and sub-projects. We create sub-projects because we can rather than because we need to.
But the biggest problem we experience is when we go out into the world and begin our new lives as organised and productive people. When we set up our to-do list manager we imagine walking into work, opening up our today list and start doing the tasks from the top. Completing our tasks by the end of our work day and coming home in a relaxed, happy state, ready to do it all again the next day.
Sadly, the real world introduces email, instant messages, phone calls, bosses and colleagues who think nothing of interrupting you to give you more work. If we are sharp we collect that stuff and add it to our inboxes, if not, we slip back in to old habits and leave it in our heads hoping we will remember to do it later—which we often don't. Pretty soon we are back where we started—a disorganised mess.
So, what can we do to keep things organised, inspiring and moving forward?
Well, first take a look at your to-do list manager. How many projects do you have in there? Are they really projects or just stuff you hope to get round to one day? How are those projects written? Do you feel excited when you look at those projects? Writing out your summer holiday project as simply “summer holiday” is not exciting. Writing it out as “ Our summer holiday to Prague” is much more likely to initiate a more positive feeling. A feeling that you would like to do something about it.
The same applies to how you write your tasks. I know this might sound a bit simplistic but if you write something like “buy dog food” that task does not really have any emotional value. Now, if you own a dog, You really care about him or her, I know I do. So if I have to buy anything for my dog, I would always write the task out as “buy Barney some more snacks”. Now when I see that task on my list I also see my little boy in my mind. Much more emotional and it is less likely I will postpone the task to another day.
Little things like this might seem simplistic and silly, but they can have a very big impact on the way you feel about your tasks when you see them on a list. “Prepare curriculum outline for Jenny” sounds much better than just “prepare curriculum outline” or “pick up prescription for Steve” is better than “pick up prescription”
When you use a person’s name in the task it gives it more meaning. It’s more human, more intimate than a cold uninspiring task written like “get sales reports”.
While on the subject of tasks, writing tasks out so they are more clear is important. For example, I often see people writing tasks out like “call Sarah”. Now the problem with writing tasks like this is that “call Sarah” might make sense when you write the task initially, but five days later when the task comes up on your today list “call Sarah” probably won’t mean anything and you have to waste valuable time thinking about why you need to call Sarah. It is far better to write “call Sarah about SWX Conference next year” Now you have the purpose of the call written within the task and you will know immediately why you need to call Sarah.
Moving on to your projects. It’s a good idea to go through all your projects periodically to ask the question “why am I doing this project?” Often I find I created a project and three months later the project is still there with the exact same tasks I had when I first created that project. The project is stuck. It hasn’t moved anywhere. Now after three months if a project has not moved there is something wrong. That’s the time to ask the question “Why am I doing this project”. If it hasn’t moved for three months it’s obviously not important. If the project was meaningful in some way it would have moved somewhere in three months. To me, a project that hasn’t moved for three months needs to be removed. Either I will archive it (knowing, if it is meaningful, I can always re-create it) or I will move the project to my someday | maybe list until I am ready to make it active again.
Seriously, be honest with yourself. If a project has not moved in three months, will it ever move or is it there just in case you decide to do something with it later?
You can also do this with your work projects. I frequently find a boss will tell her team about a new project they are going to be involved with, and as good organised and productive people we create the project in our work project list and then we wait. And we wait and we wait. Six months later that project is still in our projects list but nothing has happened. Guys… Let me tell you something…. It is never going to move. Your boss has already forgotten about it and it’s off the radar. Remove it. If by some miracle your boss suddenly remembers it, you can always recreate the project later.
Now if you are in the areas of focus world—that is organising your projects by areas of focus rather than individual projects—you should go through each area asking are they really areas you want to put your focus on? You may have thought a few months ago that you’d like to focus on maintaining a clean working environment, but several months later your enthusiasm for keeping your workspace clean, tidy and organised has wained a little and you are no longer doing anything about it. Either keeping a clean workspace is important to you or it isn’t. If it is, put some life back into that area of focus or if it isn’t, delete the area. Again, you can always recreate it later if you decide you would like to focus on it after all.
To maintain a functioning to-do list manager, you need to keep it maintained and functioning. Filling up your to-do list manager with “hope to” or “wish to” projects is never going to work well. It will become overwhelming and uninspiring because you will have a lot of dormant projects and tasks in there. Purge and purge again. Never be afraid to purge. You can always recreate your projects anytime if they become active in the future.
Your to-do list manager needs to be a power-plant of activity. Tasks coming in and tasks getting completed. When there’s a lot of activity going on in there it will be naturally inspiring. When there’s little to no activity, and your projects list rarely changes it becomes boring and uninspiring. That’s when you get that feeling you are just going round and round in circles.
Finally, stop overcomplicating your lists. This really is an inspiration killer. Sure it might be cool to be able to create six levels of child hierarchy, but having a deep level of child projects just makes things complicated. When your brain sees complexity it will resist. Try to keep things as simple as you can and have some hard edges between the different types of inputs you get. A task goes into your task list manager, a note goes into your notes app and an event goes on your calendar. Almost all modern apps will allow you to cross-link these different inputs. For example, you can add a link to a note to a task in your task list manager which will then allow you to click the link and be immediately taken to the relevant note. Or you can add the note link to the calendar event so you can quickly access the note when you see the event on your calendar.
So there you go, Helena. I hope that has helped to breath new life into your to-do list manager. You are going to need to spend a little time doing some to-do list manager CPR over the next few days, but it will be worth it. Be very clear about why you are doing a project and if you really don’t want to do it just delete it. If a project has been dormant for more than three months either delete it or move it to a someday | maybe file. Don’t leave it hanging around taking up space. And make your tasks more human. Use people’s names and be very clear about what it is you want to do when you do that task. Don’t rely on your memory to remember… It won’t.
Thank you for the question and thank you to you all for listening to this show. If you have a question you would like answering on this show, then please email me at carl@carlpullein.com or DM me on Facebook or Twitter. All the links are in the show notes.
It just remains for me now to wish you all a very very productive week.

Monday Mar 18, 2019
How I Organise My Digital Files
Monday Mar 18, 2019
Monday Mar 18, 2019
Podcast 73
In this week’s episode of the Working With Podcast, I answer a question about how to organise all you digital files.
Links:
Email Me | Twitter | Facebook | Website
The Beginners Guide To Building Your Own COD System
The Working With… Podcast Previous episodes page
Carl Pullein Coaching Programmes
From Disorganised To Productivity Mastery in 3 Days
Script
Hello and welcome to episode 73 of my Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
This week I have a question from many people about how to name and manage your digital files. A dangerous topic as I know a few people have some very strong views on filing and how to organise their digital data. But, I’m not one for running away from difficult topics and so in this episode, I will share with you how I organise my own files and let you decide if my system is worth trying.
Don’t forget, if you have enrolled in my From Disorganised to Productivity Mastery in 3 days course you now have a nice update waiting for you. I have updated a few of the existing parts but more excitingly I have added an extra day. This one is Day 4 and Beyond and it gives you a number of strategies to help you to maintain your system once you have it up and running and it comes face to face with the world.
Just head over to your dashboard on my learning centre and you will find everything you need right there.
Any of you haven’t enrolled yet, then you can enrol in this fantastic beginners course and get yourself an early-bird discount. All the details are in the show notes.
Okay, onto the question and that means it’s time to hand you over to the mystery podcast voice for this week’s question.
This week’s question comes from Emile, Dennis and Sally. They ask: How do you manage your files on your computer, Carl?
Thank you all for your question.
Now, this is apparently a controversial subject. Many people have their own filing methodology and best practices that they swear by and anything else is wrong, wrong, wrong.
The truth is, of course, is a little more complex than that. Each of us thinks differently. We organise our things differently and our brains are wired differently. This means the only right way to organise your files and folders is the way that works for you.
Now I organise my folders by year. I’m told this is a stupid way of organising files, but I’ve been organising by year since 1997 and I have never had a problem finding files I want even if the last time I looked at a file was 10 years ago.
The reason I organise by year is that the older a file is, the less likely I am going to need it. As the years go by the likelihood I will need the file decreases. For example, if I did a workshop for a client 5 years ago, the materials for that workshop would now be out of date. However, if there were some parts of the workshop I would like to reuse. I would then go to my 2014 folder (which is now on an external hard drive labelled 2012 - 2015) find the clients name and retrieve the workshop folder. I can then review the materials, select the parts I want to update and reuse and copy those into my 2019 client’s folder.
I copy the contents because by the time I have finished updating the materials they will be different. That scenario is very rare though.
On a day to basis, I use my computer’s build in search functionality. I work in the Apple environment. My computer’s a Mac and I also use an iPhone and iPad. So rather than reinventing the wheel I simply use Apple’s search and filing options. This means I use Spotlight to find files and iCloud to store my current files.
By “current files” I mean files I am using at the moment or have been working on for the two or three months.
What this means is Keynote files I am working at this moment are in my iCloud Keynote folder and tagged by company or personal. I only use 3 tags on my computer. CPP which I use for files related to my online course and coaching business, FES for files related to my language business and Personal for all my personal files. And the only reason I do use my computer’s built-in tagging system is so when I do have a lot of files in my iCloud Drive, I can find what I am looking for very easily. I don’t have that many Keynote files in my Keynote iCloud folder, but I do have a lot of files in my Number’s iCloud folder. I use Numbers for my daily admin records. Things such as income and expenditure as well as student attendance records and my social media campaigns. As I use these files almost every day, I want to be able to access them quickly.
For all other documents, they will be filed in folders related to topic. For example, I have a folder in iCloud called “Online Courses” and inside that are all my online courses organised by folder for each course. I keep all the course thumbnails, outlines (which are done in Numbers) and other related documents. As most of my online courses are updated every year, this folder stays where it is.
I also keep a folder with all the images I create for my blog posts, campaigns and other stuff. These are organised by month so they are easy to access if I want to modify and reuse them at a later date. I keep the Jpeg and original Photoshop file in this folder.
So how do I name files? I use dates again. And follow the standard format of year, month, day then the file type and finally the name of the file. Between each part, I use a dash. Being in the Apple environment dashes are compatible so I don't use underscores.
This naming system works perfectly for me. When I do a coaching call with a client I use Spotlight to search the client's name and in the list of results, I will get a list, in date order, of all the previous call’s feedback. I can click on the last feedback document and I have what I need in front of me.
To speed up the process of file naming, I use TextExpander and have a simple ‘snippet’ —as TextExpander calls them— of “fdate” this then gives me the current date in my filing format plus a dash.
Now I don't go in for all this added complexity of updated dates or created or opened date. For me, the date I use is the date I created the file. With version history on almost all operating systems now I just don't need any of that added complexity. If I need to go back to a previous version I just use version history.
What it comes down to is to create a filing system that works for you. Although many may criticise the way I organise my files, what matters is it works for me. All the files I am working on right now are easy to find and when they are finished with they are archived by the year and month I worked on them.
Almost all operating systems have search functions that are fast and all you need to think about is the name of the file you are looking for.
That means what you name a file is important. If you use a last name first name structure for example, would you really search for the music of Bob Dylan using the term “Dylan, Bob” probably not? Using the “Dylan, Bob” structure might work with a school attendance record, but it is not a natural way of thinking for us.
Funnily enough, when I tested this using Spotlight on my computer, I got almost the same results whichever way I wrote Bob Dylan.
So when it comes to organising your files and folders I would always recommend simplicity. The search function on your computers is so good now, you only need to be clear and consistent with your file naming. Folders could easily be optional today. A simple work and personal folder would pretty much allow you to keep things well organised. That, of course, does bring with it a number of problems though.
As it is so easy to find files now, it is also easy to leave files hanging around filling up your computer’s hard drive space. This is why I have a 2 terabyte external hard drive attached to my computer and when I finish a project I move that project’s folder to the 2019 folder I have created on that hard drive. I have a 2018 MacBook Pro with a 256 GB hard drive which means hard drive space is limited. If I am not currently working on a particular project it is archived onto the external hard drive. Anything I am working on regularly is stored in iCloud for access whenever I need it.
That is why your file naming convention is more important than the way you manage your folders. With all this cloud storage available to us at a relatively low cost, and the fantastic search functionality of these cloud drives, you could very easily just have a long list of files and as long as you know what you are looking for, you will be able to very quickly find what you are looking for.
I would always recommend you have some form of archival system in place though. Going by year is the easiest and most logical way, but you may prefer to archive using a clients name or type of file. That choice is yours. Whichever way you choose be consistent. As I have been using the same archival system for nearly twenty years, I don’t have a lot to think about if I want to find something I create a few years ago. I only need an approximate year as my archived hard-drives run between 3 and 4 years. Once I attach the hard drive to my computer I can perform a search for what I am looking for and as I have used the same naming system for many years I can use my computer’s search to find what I am looking for.
A lot of the problems people face when it comes to organising files is really consistency or lack of consistency. If you keep changing the way you name files then it will become very complicated. Find a naming format that works best for the way you think and stick with it. Don’t try and be too clever, keep it as simple and logical as possible and you will be fine.
You should also get to know your computer’s search abilities. I’m relatively new to using Apple’s Spotlight before I used an app called Alfred. While Alfred is excellent, I have found Spotlight gives me better search results and has speeded up my searches tremendously. And that saves a lot of time.
Well, I hope you enjoyed this episode. Thank you to Emile, Dennis and Sally for your questions and thank you for listening. If you have a question you would like answering, then you can email me - carl@carlpullein.com or DM me on Facebook or Twitter.
It just remains for me now to wish you all a very very productive week.

Monday Mar 11, 2019
How to manage your energy levels through the day
Monday Mar 11, 2019
Monday Mar 11, 2019
Podcast 72
In this week’s episode of the Working With Podcast, I answer a question about how to manage your energy levels through the day.
Links:
Email Me | Twitter | Facebook | Website
The Beginners Guide To Building Your Own COD System
The Working With… Podcast Previous episodes page
Carl Pullein Coaching Programmes
From Disorganised To Productivity Mastery in 3 Days
Script
Hello and welcome to episode 72 of my Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
This week, it’s all about energy and how to maximise your energy for the day as well as managing your energy throughout the day so you stay fully energised all day.
Before we get into this week’s question and answer, I’d like to let all of you enrolled in my From Disorganised To Productivity Mastery in 3 Days course that the course has been updated for 2019. Now you have a completely new section called Day 4 And Beyond where I have added lessons to help you stay organised and productive once you have everything in place. All you have to do is go and log in to your dashboard and all the new classes are right there.
This is an excellent course for anyone who wants to get themselves better organised and more productive as it starts from the very beginning and after three days you will have everything in place to supercharge your productivity and reduce your stress, feelings of overwhelm and, more importantly, free up time so you can do the things that are truly important to you.
If you are not enrolled yet, then check out the course. An early-bird discount is on right now. This course will change your life forever!
Okay, it’s now time for me to hand you over to the mystery podcast voice for this week’s question.
This week’s question comes from Sergio. Sergio asks: When I have the energy to do the important thing (let’s say in the morning), I don’t have the time to do it. When I have time (let’s say at the end of the workday) I don’t have the energy. Is there anything I can do to better manage my energy levels?
Thank you ... for your question Sergio.
Managing your energy levels really starts with your preparation. If you are not getting enough sleep, you are not going to have enough energy to get you through the day. Likewise, if you are not taking enough breaks, eating the right foods and getting enough exercise, all these things will compound and reduce your daily energy levels.
So what can you do to maintain your energy throughout the day?
Well, let’s start with sleep. Okay, I know a lot of experts say you need between 8 and 10 hours sleep a day, but in reality, everybody is going to be different. Margaret Thatcher, the former British Prime Minister, famously got by on 4 hours a night. Yet, many people claim they need at least 8 hours. Personally, I need around 6 hours.
When it comes to sleep you need to discover what amount you need. If you are not sure, experiment for a week or two. You will soon find the amount you need. Once you know, make sure you get that sleep each night. This is a priority you cannot neglect.
A lack of enough quality sleep is the biggest reason you will feel a lack of energy towards the end of the day, Sergio. And I emphasise the word quality. Quality sleep is far more important than the total number of hours you sleep. Make sure you go to bed at the right time, your phone and digital devices are on silent and are not lighting up every few minutes and your room is cool and quiet.
Another thing that would really help, but not everyone can do it is to take power naps. I take around 20 to 30 mins mid-morning and that always helps me. If I am working on a new course or an update, I will often take two or three power naps per day. It’s two or three hours of intense work, followed by a 20-minute nap. That always helps and keeps my creativity high as well as my energy. Winston Churchill swore by his naps claiming that they enabled him to do a day and a half’s worth of work every day.
Exercise. Okay, I know a lot of people shrink from the thought of having to do exercise, but exercise does not have to be hours in a gym or pounding the streets in your running shoes. Effective exercise could be just taking a 30 minute walk at lunchtime and in the evenings. It does not have to be strenuous. Not only will regular exercise boost your energy levels it will also improve your overall health. That’s a win win in anybody’s book.
You are going to have a lot more energy if you are doing three or four sessions of hard physical activity each week. But it does not have to be that way. Just spending some time each day walking is going to lift your energy levels enough to get you through the day.
Now during the day if you find yourself feeling tired get up from your desk and find a reasonably sized flight of stairs and walk (or run) up them a couple of times. That act, of getting your blood racing through your veins, will lift your energy levels significantly. Over the years I have been exercising regularly, I would have to say that my regular exercise habit is the one thing that allows me to stay energised all day. Now, I am lucky, I get to schedule my own day as I work from home and I schedule my exercise sessions at 2pm. Doing exercise at that time nicely breaks up my day and gives me an energy boost mid-afternoon so I can continue to work with exceptionally high levels of energy well in to the evening.
Diet
What you eat also has an impact on your energy levels. If you eat a carbohydrate rich lunch your energy levels are going to suffer in the afternoon. When your body starts processing all that carbohydrate you will experience a sugar dump and your energy levels will drop.
I often joke that the worst time to do a presentation is between 2 and 4 pm. This is when your audience will be dropping off into sleep. And there’s a good tip for any presenters out there. If you are doing a presentation between 2 and 4 pm make sure your put a lot of energy into your presentation. Slides packed with data and text is a guaranteed way to put your audience to sleep. Just don’t do that… EVER! Anyway.
If you want higher energy levels then you need to eat better, energy giving food. Plenty of fruit and vegetables, clean proteins such as chicken, fish and other lean meats and go very easy on the sugary snacks. I’ve found having a bag of almonds around is a great source of energy giving food if you get those hunger pangs throughout the day. Bananas are also a wonderful source of slow release energy giving foods.
And of course, make sure you are drinking plenty of water. It’s surprising how energy sapping a lack of water is. Make sure you have a bottle of water with you at all times. Keep sipping it throughout the day and you will find those periods of low levels of energy will reduce.
Have a purpose when you are working on a task.
Now I don't mean a life purpose here, what I mean is when you are working on a task you have a clear purpose and end in mind. Knowing what you are doing and why helps to keep your levels of enthusiasm for doing the task up. This mental boost keeps your brain engaged in the task. For many of things we do we think of them as a drudge. We don't know why we are doing them or they are things we feel we just have to do and so we do them without any enthusiasm. That always leads to lower levels of energy.
Instead, think of all tasks as having a purpose. Even if it is you allow yourself to finish work a little earlier if you get the job done by a certain time.
For me, whether I am writing, recording this podcast or my YouTube videos or creating videos for my online courses, the thought of being able to help people become better organised and productive gives me huge energy. That purpose motivates me and always helps me to push through when my energy is wilting.
Find the reason you are doing the work you are doing. Who are you going to help, or who will benefit. Imagine their faces when you produce work on time and with a high degree of quality. That’s guaranteed to pull you out of your energy slump.
Your energy levels are directly linked to your state of mind. Tony Robbins talks a lot of about this and it is true. If you are feeling down and a bit gloomy, your energy will also be down. If you are up and excited about what you are doing your energy levels will also be up. To get your state of mind up, make sure you are taking enough breaks and when I say “breaks” I don’t mean just sitting staring at a computer screen, I mean get away from your desk and move. Move as fast as you can. You need to get your heart rate up. That will boost your energy levels. You can try this experiment at work this week. Towards the end of the day as you are about to move in to you last working hour of the day, go and do a ten minute brisk walk - outside is best, but if you cannot get outside, then find a stairwell and run up and down them for a few minutes. I can guarantee when you get back to your desk your energy will be bursting out of you. The final hour will not drag. It will fly by and you’ll soon be on your way home with the knowledge that you’ve had a fantastic day.
Well, I hope that helps, Sergio. Thank you for your wonderful question and thank you to all of you who are listening. Remember, if you have a question you would like me to answer, just send me a quick email (carl@carlpullein.com) or DM me on Twitter or Facebook. All the links are in the show notes.
It just remains for me to wish you all a very very productive week.

Monday Mar 04, 2019
How To Overcome Procrastination and Get Your Important Work Done
Monday Mar 04, 2019
Monday Mar 04, 2019
Podcast 71
In this week’s episode of the Working With Podcast, I answer a question about procrastination and more importantly, how to over-come it.
Links:
Email Me | Twitter | Facebook | Website
The Beginners Guide To Building Your Own COD System
The Working With… Podcast Previous episodes page
Carl Pullein Coaching Programmes
The 2019 Edition of Your Digital Life 2.0
Script
Hello and welcome to episode 71 of my Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
Procrastination. We all suffer from it to some degree or another and it can be a huge drag on our overall productivity. In this week’s episode, I go into depth on what causes it and how to fix it.
And before we get into this week’s question and answer, if you are struggling to get the important things in your life done and find you have no time for the work you have to do, then take a look at my recently updated Your Digital Life 2.0 Online course.
This course has everything you need to learn how to get yourself better organised and more productive. It shows you how to create the best productivity system for you and will give you the know-how and framework to reduce your stress, overwhelm and put you in control of your time. All the links to the course and more details are in the show notes.
Okay, it’s now time for me to hand you over to the mystery podcast voice for this week’s question.
This week’s question comes from Annabel. Annabel asks:
Hi Carl, I really struggle with procrastination. Even when I have a deadline, I still do anything but what I should be doing. Do you have any ideas on how to stop myself?
Thank you, Annabel, for your question. I think a lot of listeners will also thank you because procrastination affects us all at times.
Before we go into how to stop procrastinating I think we should try to understand why we procrastinate in the first place.
Procrastination is usually caused because the task or thing we should be doing is either too big or unclear. What I mean by this is most people write tasks out like “do presentation” and with a task such as creating a presentation, there are multiple parts. There are the slides to create, a story to weave into the presentation, a script—well a script is not a good idea— notes I should say.
Of course, there’s likely to be a bit of research and quite a lot more.
So if you have a task that says “do presentation” your mind is going to recoil and say “I’m not doing that, what can I do instead?” And that “instead” is going to be something like checking email, responding to tweets or reading the news.
However easy you think the presentation is going to be, you need to break it down into clear, concrete steps. Now I don't mean micro breaking it down, what I mean is break it down into manageable chunks. For example, “Create introduction slides” or “Get last year’s sales figures from Simon” these tasks are manageable and could easily be completed in 20 to 30 minutes.
Other reasons why we procrastinate is because we are not sure what we need to do. I recently was given a writing assignment on a subject I wasn't too familiar with. I found myself postponing starting the task and seeking excuses not to start doing it. As the deadline approached I knew I had to get it started and I had to step back and ask myself why I was procrastinating over it.
Once I looked again at the title of the article I knew exactly why I wasn't sitting down and starting it—Unfamiliarity with the subject—So I asked the very next question. “What do I need to do to get familiar with the subject?” So I did a 15 minute Google search, found some good articles on the subject and was able to then formulate some ideas on how I could craft that into an article linked to my area of expertise.
Unblocking the block—in this case, unfamiliarity with the subject—soon got me on track and I was able to write the article.
If you do find yourself putting off what you should be doing, take a step back and ask yourself why. You will most likely find it caused by a lack of clarity about what needs doing or, as in my case, unfamiliarity with the subject matter.
And that’s another thing you should be aware of. What are you doing when you find yourself procrastinating? Knowing you are procrastinating is a key step towards stopping yourself from procrastinating. These are the triggers that will help you to avoid them in the future.
I find I procrastinate when I am tired. If I have a very creative morning, afternoons become an ocean of procrastination for me. Because I know between 2 and 4pm I am not going to be at my creative best, I schedule my exercise and news reading at that time. I am lucky because I can schedule my own work. I don't work in an office environment. However, even if you do work in an office, you still have some flexibility over the work you do and when. If you find you procrastinate during the afternoon slump, then work on something that does not involve a lot of mental energy. Better yet, go for a walk somewhere.
One of my best strategies for avoiding procrastination is when I feel tired, I will take a 20-minute nap. I’ve found if I try to push through the tiredness I rarely do anything of quality anyway. Instead, by taking a 20-minute nap, when I come back to the work, my energy and focus are restored and I get a lot more quality work done. AND… It gets done faster than if I tried to push through.
Being aware of your state when you procrastinate is the best way to reduce the amount of procrastination you do. We all procrastinate and sometimes procrastination is your brain telling you it needs some “down-time” to think through a problem or come up with a solution to something you have been thinking about. It’s your sub-conscious part of your brain asking for some extra energy to do the work it is supposed to do.
Have you ever gone to bed with something on your mind and when you wake up in the morning the solution to whatever was on your mind is the first thing you think about when you wake up? That’s your sub-conscious brain doing it’s job. So you do not want to eradicate procrastination completely. Your sub-conscious brain needs some time to do it’s work too. What we need to do is control the procrastination so we get the work that matters done when it needs to be done without becoming stressed and worried about deadlines.
How do we do that?
One thing you can do is keep a note-pad and pen on your desk. Every time you feel the ‘need’ to do something you know you should not be doing, write down what it is you want to do and then return to your work. As I was writing my blog post earlier today, I had an urge to check out the prices of a new keyboard for my old iPad Pro. Instead of breaking off from my writing zone, I just wrote down “iPad Pro keyboard price” and returned to my writing. I never left the screen I was writing in. It took ten seconds to write it down and I was back on to my writing. The urge to find the price of the keyboard disappeared instantly. When I finished writing, I then went over to my web-browser and got the price. It was like a reward for not doing it in the middle of a writing session.
Funnily enough, that thought about the keyboard came to me when I was coming towards the end of the writing task. The thought came to me because my brain was getting tired and it needed a break. Our brains are amazing things, while our brain does not say directly “I need a break” it does so in a more subtle way. So if you do find your mind wandering and you get an urge to do something else instead of what you should be doing, it might just be your brain telling you to get up and take a break. Take that break. You will produce better work if you do and procrastinate less.
Another thing you can do is reduce the amount you have on your daily to-do list. Most people have way too many tasks on their daily to-do list. When you start the day with twenty to thirty tasks on your to-do list you are pushing your brain to say “urgh! I don’t want to do that” and it will go into spasms of procrastination. Realistically you are only going to get ten to fifteen tasks done per day and have more than say 25 tasks will result in you having to reschedule tasks for another day.
So, get strategic and prioritise. Ask yourself “what ten tasks must be done today?” Then only allow those ten to be on your list for the day. Anything else you would like to do can be placed onto an “if I get time” list. When you see just ten tasks on your list for the day you are much less likely to start procrastinating. You will feel more positive and will have more energy to get started so you can finish those ten tasks as quickly as possible. It’s a simple trick that works and all you need to do is give yourself ten to fifteen minutes at the end of the day to plan out what ten tasks you want to accomplish tomorrow.
So there you go, Annabel. I hope these suggestions help you to get a little more focused on your work and reduces the amount of time you procrastinate. Thank you for your question.
If you have a question you would like answering on this show, then please email me at carl@carlpullein.com or DM me on Facebook or Twitter. I’ll always be very happy to answer your questions.
It just remains for me now to wish you all a very very productive week.

Monday Feb 25, 2019
Ep 70 | How To Get Your Team On Board With Productivity Tools
Monday Feb 25, 2019
Monday Feb 25, 2019
In this week’s episode of the Working With Podcast, I answer a question about how to use productivity apps for group working.
Links:
Email Me | Twitter | Facebook | Website
The Beginners Guide To Building Your Own COD System
The Working With… Podcast Previous episodes page
Carl Pullein Coaching Programmes
The 2019 Edition of Your Digital Life 2.0
Script
Hello and welcome to episode 70 of my Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
This week I am answering a question about how to use the productivity tools we all love with our team so that everyone knows what needs doing and when.
Before I get to the answer, I’d like to thank everyone who has enrolled in the 2019 edition of Your Digital Life. I am so honoured and blessed to be able to help so many people with their productivity and time management (and goals). I do this for you, and I want you to know I am always willing to help in whatever way I can to remove stress, overwhelm and help you all become better organised and more productive.
If you haven’t enrolled in the course yet, now’s a great time to do so. There’s updated videos, a brand new workbook and of course you get a FREE copy of Your Digital Life 2.0, the book. More details about the course are in the show notes. So check it out, if you really want to become better at managing all your work and commitments, this is certainly the course for you.
Okay, on to this week’s question and that means handing you over to the mystery podcast voice, for this week’s question.
This week’s question comes from Daniel. Daniel asks; I work in a small team with three core people. We share a calendar for events, Todoist for tasks and Evernote for project notes. Do you have any tips for getting better collaboration with these tools?
Hi Daniel, thank you for your question.
This is one of those areas of productivity I find a lot of small teams miss out on. I know most companies now use a company and department-wide calendar either through Microsoft Exchange or Google, but other tools we all love and use every day for our personal lives have built-in collaboration features too and when used with our calendar tools can help keep teams on track and also allows managers to know instantly what is happening without having to distract an employee with questions. Of course, these tools work exceptionally well when you are working with remote teams.
Let’s look at a to-do list manager first. Now I am very familiar with Todoist, and I do use Asana for my Kanban project view—both of which have excellent collaboration features. I know many other to-do list managers out there, including Trello, allow for collaboration. When set up, this feature allows you to allocate tasks to your team. This means there is some accountability within your team and you can all see a project develop. Often there is a shared inbox so team members can take ownership of a new task that comes in.
From a managerial perspective, this has obvious benefits. At any moment in time, you can review a project to see how it is developing and be alerted to any bottlenecks or issues. This does depend on how you set it up though. One tip I give companies I work with is to create an area or sub-project within the main project called “issues”. This area is where team members can add issues that come up and if necessary assign the issue to the person who can best deal with it. We have to be realistic here, it would be a very rare project that had no issues at all. Issues and problems are just a part of life and need dealing with. Having a place within a project where everyone involved can review these issues generally leads to them be solved much quicker than if they were hanging around in someone’s head.
Using a notes app such as Microsoft’s OneNote or Evernote is also a great way to collaborate. Both these note-taking apps have fantastic abilities to collaborate with team members and one of the best ways to use it is to keep meeting notes that can be added to by all the people involved in the project. Keeping meeting notes and planning steps in there creates a kind of Wiki area where existing and new team members can get up to speed very quickly with a project.
One of the greatest advantages of using tools such as these is there is less need to go around disturbing people with unnecessary questions so they can get on with their work in a much more focused way.
However, while all these tools are great to have, the difficulty is getting everyone on board with them. In my experience within teams, you have a mix of people. Some love technology and will enthusiastically adopt new technologies, particularly if they can see the benefit of using them. Others are less enthusiastic and need a bit of encouragement to get them onboard. And of course, these tools only work if team members are using them properly and updating the information regularly. So how do you do that?
The most important thing is to make sure all members of your team are fully trained to use these tools. I’ve found when working with companies that these collaboration efforts fail not because people resist using them, but because team leaders do not invest enough time to train their colleagues. When a team leader introduces a new tool to help with collaboration that they have been using for many years they are afflicted with the “curse of knowledge”. They know the tools too deeply and so when they explain how to use them to their team members they explain it in such an advanced way the team members are left confused. When that happens the tools do not get used.
A few tips here:
Firstly, create a shared note that can be used as an onboarding tool. You can put in there all the instructions on how to use the apps and, more importantly, why you are using them. Leaders should also invest enough time with their team showing them what they expect to see and how to do it.
The important thing is your team understand the clear benefit to them for using these tools. If you do not ‘sell’ the benefits and explain why these tools will make their lives much easier, they will resist using them.
I should point out that if your company does not allow third-party apps on company computers you can still create the same functionality using Microsoft Office or Google Docs. You can use spreadsheets for tasks and Word or Docs for notes. It’s not ideal, but when done well, can still give the same benefits to the team as a whole.
Another tip for team leaders is when you do adopt these collaboration tools, you must stop checking with your team if they have done their assigned tasks. I have found that when leaders do not trust the tools, that trickles down into the team. Remember, the biggest benefit to using these tools is everyone is clear about what needs doing, by when and who is responsible for each task. If leaders are still calling, emailing and interrupting their team members with requests for updates then the whole system falls apart. Success with implementing these tools starts at the top. Without the leaders fully engaging with them, then it just is not going to work.
Other tools such as Slack and Twist can also be a big help here, but I do have a word of warning. There are a lot of collaboration tools available and if you adopt too many of them things will go wrong and miscommunication will happen. This all comes back to keeping things simple. If you are thinking about beginning a system like this then keep it as simple as possible. By that I mean to restrict the number of tools you are using for collaboration. For example, use only one tool for notes and one tool for tasks. Better yet, find an application where everything is kept in one place. While I do not recommend that for personal productivity, within a team, with many different technology abilities between members, it is far better to go with the “less is more” philosophy.
The most important part of this is you get everyone on your team involved and committed. If just one team member is not fully committed to using these tools it will not work effectively. I’ve worked with teams where the leader hides behind their lack of technology awareness and abilities by continuing to pick up the phone and ask their team for status updates. This has to stop if the leader wants it to work. In reality, the team leader needs to be the most knowledgable about the apps. When leaders adopt these tools completely, it is not long before the whole team does and when that happens you achieve that seamless collaboration system where everyone knows what needs doing, what is being done and at a glance can see exactly where a project is.
We are rapidly moving towards a remote working world. Where people all over the world can work together as if they were all working in the same office. Because of time differences between continents, these tools make the whole process easy and effective. A great example of this working is Doist, the company behind great apps like Todoist and Twist. They are a fully remote company with people all over the world. From Asia to Europe and North and South America, their teams work together across multiple time zones and when one team member is at work, their colleague is fast asleep in a completely different time zone. This kind of working allows managers and leaders to employ the best people in the world, no matter where they are based, and they know the work is getting done with a quick view of a project in a to-do list manager.
So to sum up, Daniel, if you want this way of work to work effectively, you need to make sure that team leaders are fully onboard with the tools and that every team member is properly trained to use the tools you want to use. Managers and leaders need to understand that if they want an update on a project they must not fall into old habits and pick up the phone, they need to go into the project in the to-do list or notes app and get the answer to their query from there.
When your team see that the leadership are using these tools, it does not take long for everyone to fall into line and use them too.
Thank you, Daniel, for your question and that you to all of you who have listened. I hope this episode has given you some food for thought about how you can work better within your team. Now it’s up to you to “sell” the benefits to your leaders and see if you can become a leader in the new world of collaboration.
It just remains for me now to wish you all a very very productive week.

Monday Feb 18, 2019
Ep 69 | How To Find Time For Yourself.
Monday Feb 18, 2019
Monday Feb 18, 2019
Podcast 69
In this week’s episode of the Working With Podcast, I answer a question about finding time for yourself.
Links:
Email Me | Twitter | Facebook | Website
The Beginners Guide To Building Your Own COD System
The Working With… Podcast Previous episodes page
Carl Pullein Coaching Programmes
The 2019 Edition of Your Digital Life 2.0
Script
Hello and welcome to episode 69 of my Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
This week, I have a question about finding some time for yourself when your work (and life) seem to fill up all your waking hours.
But before we get into this week’s question and answer, I’s just like to let you know that if you are enrolled in my Your Digital Life 2.0 Online course, I have updated it for 2019 and it now includes a downloadable workbook which gives you a file you can save to any of your devices so you always have a guide with you to help you keep on track on stay organised. All you need to do is go to your student dashboard and you will find all the new stuff, as well as your new free courses, right there.
If you haven’t enrolled in this course yet, then take a look at the course. I believe this course is the best time management and productivity course there is and once you have completed the course, you will have everything you need to get yourself better organised and more productive.
Also this week, I updated my coaching programmes. My coaching programmes now start at $99 for a single session plus a follow-up call. I want to be able to help more people and I know coaching can be very expensive. But I realise if you complete the questionnaire you give me enough information before the call for me to help you turn where ever you are today into building a system that works for you using the tools you want to work with. So take look at how I can personally help you by visiting my coaching programme’s page.
Okay, it’s time for me now to hand you over to the mystery podcast voice, for this week’s question.
This week’s question comes from Alex. Alex asks, I work in a very busy real estate office where my bosses and clients are always asking me to do work. It’s never-ending and when I finish at the end of the day, I have to spend all my free time replying to emails and catching up with the work I did not have time to do during the day. Do you have any tips on finding time to relax?
Thank you, Alex, for your question.
Okay, this kind of problem happens to a lot of people. It usually comes about because of working in a traditionally reactive industry such as real estate where everyone expects you to deal with their issue now and are not prepared to wait an hour or so or even a day or two to get the answer they want.
The problem here is when you are constantly working in a reactive state, mistakes are going to happen. When mistakes happen you have to allow additional time to rectify those mistakes every day. Sometimes those mistakes are simple typos on a property’s prospectus, other times it could be a much bigger mistake that takes a lot longer to rectify. So slowing down will free up more time because by doing things in a more focused manner will reduce the number of mistakes.
So how do you find time to relax when your work never lets up and it’s a constant stream of requests and urgencies all day?
Well, the first thing to understand is by blocking some time off every day to focus on your work you are going to be in a much better place to deal with customer and colleagues requests. To do that you need to manage expectations.
The number one reason why we end up in a situation where we are having to drop everything to deal with our customers and colleagues issues is that we trained them to expect immediate attention. I see this all the time. When we are trying to win the business or get the sale we will do almost anything for the potential client (or impress our boss) and that sets a precedent. Once the precedent is set, your client and boss will always expect you to drop everything for them. When you try to slow things down after you have won the business, the client complains or if you don’t reply to their email immediately, pick up the phone and asks you to deal with their “urgent” problem.
The trick is to retrain your colleagues, bosses and clients. And this is much easier than you think. With your clients, all you need to do is to tell them that you are not usually available at certain times of the day. For example, if you block 10 am to 11 am every day for doing quiet work, then tell your client that you are not available between those times to answer calls or emails. In my experience, when you tell clients, colleagues and customers that you are unavailable during certain periods of time during the day they will understand. I have never had a student, client or colleague who has ever got upset because I have taken an hour or two of my day to get on and do some focused work.
Now, according to many studies, include one done by Harvard University, people are only actually doing work for four hours a day. The rest of the time they are refilling their water bottles, chatting with colleagues, getting coffee or having their lunch or afternoon break. So, if you block 90 minutes in the morning and 90 minutes in the afternoon for quiet, undisturbed work, you are actually doing about the same amount of work a typical worker does each day.
Another reason for not being available 24/7 for your colleagues and customers is by making is a little more difficult to get in touch with you, you train them to find their own solutions. When you are always there for people, they begin to rely on you to solve all their problems. You make it far too easy for them to just ask you to do the work instead of doing the work for themselves. In the past, I’ve had students ask me to write their emails for them because I made if far too easy and was far too quick to reply.
When I started intentionally delaying my response times by two hours, the number of requests reduced. I never lost a student or customer. If I am being honest, I still did the work almost immediately, I just did not send it immediately. I delayed sending it. This actually gave me peace of mind knowing if my student called or messaged me asking me where the work was, I knew I was ready to send it immediately. The thing is, I never did get a call or message asking me where the work was. Because I was sending it within two hours.
Over time I extended my response times. Now I usually tell people I will get it to them within 24 hours. This means I rarely have anything that can disrupt my daily plan and I can add in any additional work at the end of the day after I have finished my planned work.
A good way to manage your time for this is to dedicate an hour at the end of your day for dealing with customer and colleague requests. When you send your replies later in the day, it is unlikely you will be asked for changes the same day. Remember, you are not the only busy person. Everyone thinks they are busy.
Another way to manage your client’s expectations is to tell people right from the beginning when you stop work for the day. Now I love doing the work I do so my cut off time is 10 pm. After that time I do not respond to new emails, messages or calls. My phone automatically goes on do not disturb at 10 pm and does not come out of do not disturb until 7 am. I have told all my students and clients if they want me to do anything for them they need to get it to me by 10pm if they want a response the same day. Again, when you put some restrictions on your available time, the people you work with respect that time.
I know it is hard to set restrictions on your time, Alex. It was very hard for me to do it when I began doing it. But in the ten years or so I have been much more restrictive about my available time, I have never had a boss, client or student complain and I have always kept my promise about when I will deliver the work they want me to do.
People do not get angry because you protect your time and give yourself set periods of focused time each day. People get angry when you do not deliver on your promises. If you keep telling your clients “I’ll do it right away” and you then get side-tracked by another request, you are not keeping your promises to your clients. It is that that will damage your relationships with your customers. It is far better to manage expectations by telling your customers, clients and colleagues you will get it done by tomorrow or the end of the day. You can then see where you have your next period of focused work and add that task to that period.
The final part of this answer, Alex is again to take your calendar and find at least one hour each day you can dedicate for yourself. That can either be the morning or the evening—it depends on whether you prefer mornings or evenings. That hour is for you. It is not for catching up or finishing off client work. It is an hour dedicated to you for doing the things you want to do. That could be exercise, quiet meditation or just taking a walk. We all need that alone time each day to reflect on where our life is, where we want it to go and how to get there. Without that quiet reflection time, we end up drifting and before long we have no idea where we are or even where we want to go. Our lives become a daily cycle of customer and boss requests and we end up living our life on someone else’s agenda. That is never going to lead to a fulfilled, happy life.
So, Alex, from today, begin dedicating an hour in the morning and an hour in the afternoon for focused work. Tell your clients and colleagues that you are not available at that time and instead focus on doing work that is important to you. I would also suggest you pick a time each day for yourself to do with whatever you want to do. That’s just 3 hours out of 24. It is not much, it’s just 12% of your day.
Begin telling clients when you will deliver the work. Be less specific about how much time it will take you to do the work. So for example, if you have always told clients you will get whatever it is they want you to do back to them within the hour, tell then you will get it back to them later that day. If they complain, then say”okay, I think I can get it done by the early afternoon” - you will be very surprised by how accepting your clients will be.
The thing we all have to remember is we only have a limited time on this earth and when we give up time for other people at the expense of time for ourselves we are wasting a very scarce and valuable resource… Our time. It is far better to put restrictions on our time available for clients and customers so we can spend more time with the people we love and care about.
Good luck, Alex and I hope this answer has helped.
It just remains for me now to wish you all a very very productive week.