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© 2015 Million Dollar Round Table Million Dollar Round Table 325 West Touhy Ave. Park Ridge, IL 60068 USA 2015 MDRT Annual Meeting e-Handout Material Title: Attack of the Productivity Suckers Speaker: Laura Stack, MBA, CSP Presentation Date: Monday, June 15, 2015 12:00 – 1:30 p.m. The Million Dollar Round Table ® (MDRT) does not guarantee the accuracy of tax and legal matters and is not liable for errors and omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and security regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients. The information contained in this handout is unedited and errors, omissions and misspellings may exist. Content may be altered during the delivery of this presentation.

Attack of the Productivity Suckers Laura Stack, MBA, CSP Sessions/Stack, Laura - Mon Lunch.pdf · 303-471-7401 [email protected] . What to Do When There’s Too Much to

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Page 1: Attack of the Productivity Suckers Laura Stack, MBA, CSP Sessions/Stack, Laura - Mon Lunch.pdf · 303-471-7401 Laura@TheProductivityPro.com . What to Do When There’s Too Much to

© 2015 Million Dollar Round Table Million Dollar Round Table 325 West Touhy Ave. Park Ridge, IL 60068 USA

2015 MDRT Annual Meeting e-Handout Material Title: Attack of the Productivity Suckers Speaker: Laura Stack, MBA, CSP Presentation Date: Monday, June 15, 2015

12:00 – 1:30 p.m. The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal matters and is not liable for errors and omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and security regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients. The information contained in this handout is unedited and errors, omissions and misspellings may exist. Content may be altered during the delivery of this presentation.

Page 2: Attack of the Productivity Suckers Laura Stack, MBA, CSP Sessions/Stack, Laura - Mon Lunch.pdf · 303-471-7401 Laura@TheProductivityPro.com . What to Do When There’s Too Much to
Page 3: Attack of the Productivity Suckers Laura Stack, MBA, CSP Sessions/Stack, Laura - Mon Lunch.pdf · 303-471-7401 Laura@TheProductivityPro.com . What to Do When There’s Too Much to

What to Do When There’s Too Much to Do with Laura Stack, MBA, CSP

Productivity Sucker #1: TECHNO-TRAPS

Handle Incoming Information with the 6-D Processing System™

D _________________________ D _________________________ D _________________________ D _________________________ D _________________________ D _________________________

P a g e | 1 © 2015 Laura Stack. All rights reserved. Do not photocopy without permission. The Productivity Pro, Inc. 9948 Cottoncreek Drive, Highlands Ranch, CO 80130 303-471-7401 [email protected] www.TheProductivityPro.com

Page 4: Attack of the Productivity Suckers Laura Stack, MBA, CSP Sessions/Stack, Laura - Mon Lunch.pdf · 303-471-7401 Laura@TheProductivityPro.com . What to Do When There’s Too Much to

What to Do When There’s Too Much to Do with Laura Stack, MBA, CSP

Keep Your Inbox Empty Using the “6-D” Equivalents for Email

__________________________ __________________________ __________________________ __________________________ __________________________ __________________________

P a g e | 2 © 2015 Laura Stack. All rights reserved. Do not photocopy without permission. The Productivity Pro, Inc. 9948 Cottoncreek Drive, Highlands Ranch, CO 80130 303-471-7401 [email protected] www.TheProductivityPro.com

Page 5: Attack of the Productivity Suckers Laura Stack, MBA, CSP Sessions/Stack, Laura - Mon Lunch.pdf · 303-471-7401 Laura@TheProductivityPro.com . What to Do When There’s Too Much to

What to Do When There’s Too Much to Do with Laura Stack, MBA, CSP

Productivity Sucker #2: SELF-SABOTAGE STUNTS

How NOT to Decide What to Do!

How To Focus on Results: Apply Medical Triage!

By what you FEEL like doing

In the order in which tasks appear

Based on who's screaming the loudest

As you think of things

By the order of the sticky note

Life or Death (not breathing)

Can become a crisis as time passes (bleeding, chest pain)

Will never kill you but annoying (hairline fracture)

Pain (burns, cuts)

P a g e | 3 © 2015 Laura Stack. All rights reserved. Do not photocopy without permission. The Productivity Pro, Inc. 9948 Cottoncreek Drive, Highlands Ranch, CO 80130 303-471-7401 [email protected] www.TheProductivityPro.com

Page 6: Attack of the Productivity Suckers Laura Stack, MBA, CSP Sessions/Stack, Laura - Mon Lunch.pdf · 303-471-7401 Laura@TheProductivityPro.com . What to Do When There’s Too Much to

What to Do When There’s Too Much to Do with Laura Stack, MBA, CSP

Productivity Sucker #3: PEOPLE PITFALLS

Learn to Say No and Set Boundaries When Appropriate

To Say “No” More Often or More Effectively, I Will…

START DOING STOP DOING CONTINUE DOING Example: Being more direct when I don’t have time to take something on, instead of a "fuzzy maybe” that

turns into Yes.

Example: Feeling guilty when I say no.

Example: Reserving time on my calendar to exercise.

Stop being so nice.•Don't put everyone else's needs ahead of your own.

Negotiate•Be honest about what's on your plate and discuss priority.

Compromise•Offer alternatives; say what you can do and what you can't.

Don't assume the deadline.•Try to understand the actual need.

Simplify•Try to reduce the scope of the task.

Educate•Get the task to the correct individual or department.

Stop Being a Professional Volunteer•You don't always have to be in charge.

P a g e | 4 © 2015 Laura Stack. All rights reserved. Do not photocopy without permission. The Productivity Pro, Inc. 9948 Cottoncreek Drive, Highlands Ranch, CO 80130 303-471-7401 [email protected] www.TheProductivityPro.com

Page 7: Attack of the Productivity Suckers Laura Stack, MBA, CSP Sessions/Stack, Laura - Mon Lunch.pdf · 303-471-7401 Laura@TheProductivityPro.com . What to Do When There’s Too Much to

What to Do When There’s Too Much to Do with Laura Stack, MBA, CSP

Productivity Sucker #4: ENERGY ENEMIES

Define the Value in Your Work

• ROI is defined as the profit realized from a resource minus the original and ongoing

investment. • PRIO: pay, benefits, vacation, insurance, training, education, sick time, personal

stability, experience. • What do you provide in return for that investment?

PROI Self-Assessment Exercise

1. Which of your talents or skills really distinguishes you from your peers? What are you really good at?

2. How do you personally help your organization or clients achieve their goals?

3. What do you need to do before you leave the office or shut down for the night to feel good about what you’ve accomplished?

4. Looking at what you’ve written above, what would you say are your “three buckets”?

P a g e | 5 © 2015 Laura Stack. All rights reserved. Do not photocopy without permission. The Productivity Pro, Inc. 9948 Cottoncreek Drive, Highlands Ranch, CO 80130 303-471-7401 [email protected] www.TheProductivityPro.com

Page 8: Attack of the Productivity Suckers Laura Stack, MBA, CSP Sessions/Stack, Laura - Mon Lunch.pdf · 303-471-7401 Laura@TheProductivityPro.com . What to Do When There’s Too Much to

What to Do When There’s Too Much to Do with Laura Stack, MBA, CSP

Modify Your Routine Based Upon Time & Task Matching

100%

0 8:00 a.m. Noon 5:00

p.m. Examples of activities for prime time

• Critical Decisions

• Important Tasks

• Difficult Activities

• Complex Thought

What are the activities I should focus on during prime time?

_________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________

Prime time: Periods of high energy and brainpower

Down time: Periods of low energy and brain drain

P a g e | 6 © 2015 Laura Stack. All rights reserved. Do not photocopy without permission. The Productivity Pro, Inc. 9948 Cottoncreek Drive, Highlands Ranch, CO 80130 303-471-7401 [email protected] www.TheProductivityPro.com