38
Efficient Librarian: Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County Library System 3/19

Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

  • Upload
    others

  • View
    0

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Efficient Librarian:

Workflow

Tips and Tools to Save Time and Reduce Stress

Presented by Doug Crane

Director, Palm Beach County

Library System

3/19

Page 2: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Purpose of Workshop

Page 3: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Intentions for Today

Page 4: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Who Am I?

Page 5: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Efficient Librarian

An Efficient Librarian is an elite knowledge worker navigating the complexity of the post Internet information world.

Page 6: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Types of Engagement

Page 7: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Task Job vs. Knowledge Job

Page 8: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Three Reasons For Stress

Page 9: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Who Has Heard of GTD

What how familiar are you with Getting Things Done (GTD)?

• Never Heard of It• Glanced at the Back Cover• Read Some or All of It• Read It and Applied a Few Pieces• Full Fledged GTDer

Page 10: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Workflow

Page 11: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

The Knowledge Worker Widget

Page 12: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

GTD Five Stages of Workflow

✓Capture

✓Clarify

✓Organize

✓Reflect

✓Engage

Page 13: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Use Your Inbox

Page 14: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Ineffective Inboxes

Page 15: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Mind Sweep

•Projects•Commitments•Upcoming Meetings•Staffing Challenges•Noteworthy Events•Waiting For Items•Professional Development•Books to Read•Financial Concerns•Maintenance Issues

Page 16: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Workflow Diagram

Page 17: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

The Inbox Oath

My inbox is NOT a storage

location.

It is a PROCESSING STATION.

Page 18: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Inbox Best Practices

Start Here

Page 19: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Two Big Questions

What is It?

Is it Actionable?

Page 20: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

No Actions

Page 21: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

What is the Next Action?

Page 22: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Two More Questions

Page 23: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Organize – Three Choices

Do It

Delegate It

Defer It

Page 24: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Important Paper and Email Folders

❑Action

❑Waiting For

❑Someday / Maybe

❑Read / Review

Page 25: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

This Works for Email

Page 26: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

The Standard for an Empty Inbox

Final PollHow often should you completely empty your inbox?

Page 27: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Test the Model

• Run an item from your mind sweep through the workflow diagram

• Determine which folder it should end up in

Page 28: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Take Time to Tidy Up

Page 29: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Weekly Review

Page 30: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Engage with Your List

“I didn’t need one ounce more of creativity and intelligence than I already was born with – the issue was where I was pointing it.”

David Allen

Page 31: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Did You Pay Attention?

Page 32: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

What Are The Five Stages of Workflow?

✓Capture

✓Clarify

✓Organize

✓Reflect

✓Engage

Page 33: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Name the Functional Folders

❑Action

❑Waiting For

❑Someday / Maybe

❑Read / Review

Page 34: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

What is the Standard for an Empty Inbox

Page 35: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

The Strategic Value of Clear Space

Page 36: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Efficient Librarian

www.efficientlibrarian.com

Page 37: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

www.gettingthingsdone.com

Page 38: Efficient Librarian: Workflow · 1/3/2019  · Workflow Tips and Tools to Save Time and Reduce Stress Presented by Doug Crane Director, Palm Beach County ... •Noteworthy Events

Conclusion

Doug Crane – Director, Palm Beach County Library Systemwww.efficientlibrarian.com

Phone: 561-233-2600 Email: [email protected]