Part 3. The Power of the Key Principles

11. The Power of the Collection Habit

THERE'S MUCH MORE to these simple techniques and models than may appear at first glance. Indeed, they offer a systematic method to keep your mind distraction-free, ensuring a high level of efficiency and effectiveness in your work. That in itself would be sufficient reason to implement these practices.

But there are even greater implications for the fundamental principles at work here. What follows in the next three chapters is an accounting of my experience, over the last twenty years, of the subtler and often more profound effects that can transpire from the implementation of these basic principles. The longer-term results can have a significant impact on you as an individual, and they can positively affect larger organizational cultures as well.

When people with whom you interact notice that without fail you receive, process, and organize in an airtight manner the exchanges and agreements they have with you, they begin to trust you in a unique way. Such is the power of capturing placeholders for anything that is incomplete or unprocessed in your life. It noticeably enhances your mental well-being and improves the quality of your communications and relationships, both personally and professionally.

The Personal Benefit

How did it feel to go through the collecting and downloading activity? Most people say it feels so bad, and yet feels so good. How can that be?

If you're like most people who go through the full collection process, you probably felt some form of anxiety. Descriptive terms like "overwhelmed," "panic," "frustration," "fatigue," and "disgust" tend to come up when I ask seminar participants to describe their emotions in going through a minor version of this procedure. And is there anything you think you've procrastinated on in that stack? If so, you have guilt automatically associated with it—"I could have, should have, ought to have (before now) done this."

At the same time, did you experience any sense of release, or relief, or control as you were did the drill? Most people say yes, indeed. How does that happen? Totally opposite emotional states showing up as you're doing a single exercise, almost at the same time — anxiety and relief; overwhelmed and in control. What's going on here?

When you understand the source of your negative feelings about all your stuff, you'll discover, as I did, the way to get rid of them. And if you experienced any positive feelings from collecting your stuff, you actually began the process of eliminating the negativity yourself.

The Source of the Negative Feelings

Where do the not-so-good feelings come from? Too much to do? No, there's always too much to do. If you felt bad simply because there was more to do than you could do, you'd never get rid of that feeling. Having too much to do is not the source of the negative feeling. It comes from a different place.

How have you felt when someone broke an agreement with you? Told you they would meet you Thursday at 4:00 P.M. and never showed or called? How did that feel? Frustrating, I imagine. The price people pay when they break agreements in the world is the disintegration of trust in the relationship — a negative consequence.

But what are all those things in your in-basket? Agreements you've made with yourself. Your negative feelings are simply the result of breaking those agreements — they're the symptoms of disintegrated self-trust If you tell yourself to draft a strategic plan, when you don't do it, you'll feel bad. Tell yourself to get organized, and if you fail to, welcome to guilt and frustration. Resolve to spend more time with your kids and don't — voila! anxious and overwhelmed.

The sense of anxiety and guilt doesn't come from having too much to do; it's the automatic result of breaking agreements with yourself.

How Do You Prevent Broken Agreements with Yourself?

If the negative feelings come from broken agreements, you have three options for dealing with them and eliminating the negative consequences:

• Don't make the agreement.

• Complete the agreement.

• Renegotiate the agreement.

All of these can work to get rid of the unpleasant feelings.

Don't Make the Agreement

It probably felt pretty good to take a bunch of your old stuff,decide that you weren't going to do anything with it, and just toss it into the trash. One way to handle an incompletion in your world is to just say no!

You'd lighten up if you would just lower your standards. If you didn't care so much about things being up to a certain level — your parenting, your school system, your team's morale, the software code — you'd have fewer things to do.[14]

I doubt you're going to lower your standards. But once you really understand what it means, you'll probably make fewer agreements. I know I did. I used to make a lot of them, just to win people's approval. When I realized the price I was paying on the back end for not keeping those agreements, I became a lot more conscious about the ones I made. One insurance executive I worked with described the major benefit he derived from implementing this system: "Previously I would just tell everyone, 'Sure, I'll do it,' because I didn't know how much I really had to do. Now that I've got the inventory clear and complete, just to maintain my integrity I have had to say, 'No, I can't do that, I'm sorry.' The amazing thing is that instead of being upset with my refusal, everyone was impressed by my discipline!"

Another client, an entrepreneur in the personal coaching business, recently told me that making an inventory of his work had eliminated a huge amount of worry and stress from his life. The discipline of putting everything he had his attention on into his in-basket caused him to reconsider what he really wanted to do anything about. If he wasn't willing to toss a note about it into "in," he just let it go!

Maintaining an objective inventory of your work makes it much easier to say no with integrity.

I consider that very mature thinking. One of the best things about this whole method is that when you really take the responsibility to capture and track what's on your mind, you'll think twice about making commitments internally that you don't really need or want to make. Not being aware of all you have to do is much like having a credit card for which you don't know the balance or the limit — it's a lot easier to be irresponsible.

Complete the Agreement

Of course, another way to get rid of the negative feelings about your stuff is to just finish it and be able to mark it off as done. You actually love to do things, as long as you get the feeling that you've completed something. If you've begun to complete less-than-two-minute actions as they surface in your life, I'm sure you can attest to the psychological benefit. Most of my clients feel fantastic after just a couple of hours of processing their piles, just because of how many things they accomplish using the two-minute rule.

Out of the strain of the doing, into the peace of the done.

— Julia Louis Woodruff

One of your better weekends may be spent just finishing up a lot of little errands and tasks that have accumulated around your house and in your personal life. Invariably when you capture all the open loops, little and big, and see them on a list in front of you, some part of you will be inspired (or creatively disgusted or intimidated enough) to go knock them off the list.

We all seem to be starved for a win. It's great to satisfy that by giving yourself doable tasks you can start and finish easily.

Have you ever completed something that wasn't initially on a list, so you wrote it down and checked it off? Then you know what I mean.

There's another issue here, however. How would you feel if your list and your stack were totally — and successfully — completed? You'd probably be bouncing off the ceiling, full of creative energy. Of course, within three days, guess what you'd have? Right — another list, and probably an even bigger one! You'd feel so good about finishing all your stuff you'd likely take on bigger, more ambitious things to do.

It's a lot easier to complete agreements when you know what they are.

Not only that, but if you have a boss, what do you think he or she is going to do, after noticing the high levels of competency and productivity you're demonstrating? Right again — give you more things to do! It's the catch-22 of professional development: the better you get, the better you'd better get.

So, since you're not going to significantly lower your standards, or stop creating more things to do, you'd better get comfortable with the third option, if you want to keep from stressing yourself out.

Renegotiate Your Agreement

Suppose I'd told you I would meet you Thursday at 4:00 P.M., but after I made the appointment, my world changed. Now, given my new priorities, I decide I'm not going to meet you Thursday at four. But instead of simply not showing up, what had I better do, to maintain the integrity of the relationship? Correct — call and change the agreement. A renegotiated agreement is not a broken one.

Do you understand yet why getting all your stuff out of your head and in front of you makes you feel better? Because you automatically renegotiate your agreements with yourself when you look at them, think about them, and either act on them that very moment or say, "No, not now." Here's the problem: it's impossible to renegotiate agreements with yourself that you can't remember you made!

It is the act of forgiveness that opens up the only possible way to think creatively about the future at all.

— Father

The fact that you can't remember an agreement you made with yourself doesn't mean that you're not holding yourself liable for it. Ask any psychologist how much of a sense of past and future that part of your psyche has, the part that was storing the list you dumped: zero. It's all present tense in there. That means that as soon as you tell yourself that you should do something, if you file it only in your short-term memory, there's a part of you that thinks you should be doing it all the time. And that means that as soon as you've given yourself two things to do, and filed them only in your head, you've created instant and automatic stress and failure, because you can't do them both at the same time.

If you're like most people, you've probably got some storage area at home — maybe a garage that you told yourself a while back (maybe even six years ago!) you ought to clean and organize. If so, there's a part of you that likely thinks you should've been cleaning your garage twenty-four hours a day for the past six years! No wonder people are so tired! And have you heard that little voice inside your own mental committee every time you walk by your garage? "Why are we walking by the garage?! Aren't we supposed to be cleaning it!?" Because you can't stand that whining, nagging part of yourself, you never even go in the garage anymore if you can help it. If you want to shut that voice up, you have three options for dealing with your agreement with yourself:

1 | Lower your standards about your garage (you may have done that already). "So I have a crappy garage… who cares?"

2 | Keep the agreement — clean the garage.

3 | At least put "Clean garage" on a "Someday/Maybe" list. Then, when you review that list weekly and you see that item, you can tell yourself, "Not this week." The next time you walk by your garage, you won't hear a thing internally, other than "Ha! Not this week."

I'm quite sincere about this. It seems that there's a part of our psyche that doesn't know the difference between an agreement about cleaning the garage and an agreement about buying a company. In there, they're both just agreements — kept or broken. If you're holding something only internally, it will be a broken agreement if you're not moving on it in the moment.

The Radical Departure from Traditional Time Management

This method is significantly different from traditional time-management training. Most of those models leave you with the impression that if something you tell yourself to do isn't that important, then it's not that important — to track, manage, or deal with. But in my experience that's inaccurate, at least in terms of how a less-than-conscious part of us operates. It is how our conscious mind operates, however, so every agreement must be made conscious. That means it must be captured, objectified, and reviewed regularly in full conscious awareness so that you can put it where it belongs in your self-management arena. If that doesn't happen, it will actually take up a lot more psychic energy than it deserves.

In my experience, anything that is held only in "psychic RAM" will take up either more or less attention than it deserves. The reason to collect everything is not that everything is equally important, it's that it's not. Incompletions, uncollected, take on a dull sameness in the sense of the pressure they create and the attention they tie up.

How Much Collection Is Required?

You'll feel better collecting anything that you haven't collected yet. When you say to yourself, "Oh, that's right, I need to get butter next time I'm at the store," and you write it on your grocery list, you'll feel better. When you remember, "I've got to call my banker about the trust fund," and you write that down someplace where you know you'll see it when you're at a phone, you'll feel better. But there will be a light-year's difference when you know you have it all.

When will you know how much you have left in your head to collect? Only when there's nothing left. If some part of you is even vaguely aware that you don't have it all, you can't really know what percentage you have collected. How will you know when there's nothing left? When nothing else shows up as a reminder in your mind.

This doesn't mean that your mind will be empty. If you're conscious, your mind will always be focusing on something. But if it's focusing on only one thing at a time, without distraction, you'll be in your "zone."

I suggest that you use your mind to think about things, rather than think of them. You want to be adding value as you think about projects and people, not simply reminding yourself they exist. To fully realize that more productive place, you will need to capture it all. It takes focus and a change of habit to train yourself to recognize and download even the smallest agreements with yourself as they're created in your mind. Doing the collection process as fully as you can, and then incorporating the behavior of capturing all the new things as they emerge, will be empowering and productive.

When Relationships and Organizations Have the Collection Habit

What happens when everyone involved on a team — in a marriage, in a department, on a staff, in a family, in a company — can be trusted not to let anything slip through the cracks? Frankly, once you've achieved that, you'll hardly think about whether people are dropping the ball anymore-there will be much bigger things to occupy your attention.

But if communication gaps are still an issue, there's likely some layer of frustration and a general nervousness in the culture. Most people feel that without constant baby-sitting and hand-holding, things could disappear in the system and then blow up at any time. They don't realize that they're feeling this because they've been in this situation so consistently that they relate to it as if it were a permanent law, like gravity. It doesn't have to be that way.

I have noticed this for years. Good people who haven't incorporated these behaviors come into my environment, and they stick out like a sore thumb. I've lived with the standards of clear psychic RAM and hard, clean edges on in-baskets for more than two decades now. When a note sits idle in someone's in-basket unprocessed, or when he or she nods "yes, I will" in a conversation but doesn't write anything down, my "uh-oh" bell rings. This is unacceptable behavior in my world. There are much bigger fish to fry than worrying about leaks in the system.

Bailing water in a leaky boat diverts energy from rowing the boat.

I need to trust that any request or relevant information I put on a voice-mail, in an e-mail, in a conversation, or in a written note will get into the other person's system and that it will be processed and organized, soon, and available for his or her review as an option for action. If the recipient is managing voice-mails but not e-mail and paper, I have now been hamstrung to use only his or her trusted medium. That should be unacceptable behavior in any organization that cares about whether things happen with the least amount of effort.

When change is required, there must be trust that the initiatives for that change will be dealt with appropriately. Any intact system will ultimately be only as good as its weakest link, and often that Achilles' heel is a key person's dulled responsiveness to communications in the system.

I especially notice this when I walk around organizations where in-baskets are either nonexistent, or overflowing and obviously long unprocessed. These cultures usually suffer from serious "interruptitis" because they can't trust putting communications into the system.

Where cultures do have solid systems, down through the level of paper, the clarity is palpable. It's hardly even a conscious concern, and everyone's attention is more focused. The same is true in families that have instituted in-baskets — for the parents, the children, the nanny, the housekeeper, or anyone else with whom family members frequently interact. People often grimace when I tell them that my wife, Kathryn, and I put things in each other's in-baskets, even when we're sitting within a few feet of each other; to them it seems "cold and mechanical." Aside from being an act of politeness intended to avoid interrupting the other's work in progress, the practice actually fosters more warmth and freedom between us, because mechanical things are being handled in the system instead of tying up our attention in the relationship.

Unfortunately, you can't legislate personal systems. Everyone must have his or her own way to deal with what he or she has to deal with. You can, however, hold people accountable for outcomes, and for tracking and managing everything that comes their way. And you can give them the information in this book. Then, at least, they'll have no excuse for letting something fall through the cracks.

Organizations must create a culture in which it is acceptable that everyone has more to do than he or she can do, and in which it is sage to renegotiate agreements about what everyone is not doing.

This doesn't mean that everyone has to do everything. I hope I have described a way to relate to our relatively new knowledge-based world that gives room for everyone to have a lot more to do than he or she can do. The critical issue will be to facilitate a constant renegotiation process with all involved, so they feel OK about what they're not doing. That's real knowledge work, at a more sophisticated level. But there's little hope of getting there without having bulletproof collection systems in play. Remember, you can't renegotiate an agreement with yourself that you can't remember you made. And you certainly can't renegotiate agreements with others that you've lost track of.

When groups of people collectively adopt the 100 percent collection standard, they have a tight ship to sail. It doesn't mean they're sailing in the right direction, or even that they're on the right ship; it just means that the one they're on, in the direction it's going, is doing that with the most efficient energy it can.


12. The Power of the Next-Action Decision

I HAVE A personal mission to make "What's the next action?" part of the global thought process. I envision a world in which no meeting or discussion will end, and no interaction cease, without a clear determination of whether or not some action is needed— and if it is, what it will be, or at least who has responsibility for it. I envision organizations adopting a standard that anything that lands in anyone's "ten acres" will be evaluated for action required, and the resulting decisions managed appropriately. Imagine the freedom that would allow to focus attention on bigger issues and opportunities.

Over the years I have noticed an extraordinary shift in energy and productivity whenever individuals and groups installed "What's the next action?" as a fundamental and consistently asked question. As simple as the query seems, it is still somewhat rare to find it fully operational where it needs to be.

When a culture adopts "What's the next action?" as a standard operating query, there's an automatic increase in energy, productivity, clarity, and focus.

One of the greatest challenges you may encounter is that once you have gotten used to "What's the next action?" for yourself and those around you, interacting with people who aren't asking it can be highly frustrating. It clarifies things so quickly that dealing with people and environments that don't use it can seem nightmarish.

We are all accountable to define what, if anything, we are committed to make happen as we engage with ourselves and others. And at some point, for any outcome that we have an internal commitment to complete, we must make the decision about the next physical action required. There's a great difference, how-ever, between making that decision when things show up and doing it when they blow up.

The Source of the Technique

I learned this simple but extraordinary next-action technique twenty years ago from a longtime friend and management-consulting mentor of mine, Dean Acheson (no relation to the former secretary of state). Dean had spent many prior years consulting with executives and researching what was required to free the psychic logjams of many of them about projects and situations they were involved in. One day he just started picking up each individual piece of paper on an executive's desk and forcing him to decide what the very next thing was that he had to do to move it forward. The results were so immediate and so profound for the executive that Dean continued for years to perfect a methodology using that same question to process the in-basket. Since then both of us have trained and coached thousands of people with this key concept, and it remains a foolproof technique. It never fails to greatly improve both the productivity and the peace of mind of the user to determine what the next physical action is that will move something forward.

Creating the Option of Doing

How could something so simple be so powerful—"What's the next action?"

To help answer that question, I invite you to revisit for a moment your mind-sweep list. Or at least to think about all the projects that are probably sitting around in your psyche. Do you have a sense that they haven't been moving along as consistently and productively as they could be? You'll probably admit that yes, indeed, a few have been a little bit "stuck."

If you haven't known for sure whether you needed to make a call, send an e-mail, look up something, or buy an item at the store as the very next thing to move on, it hasn't been getting done. What's ironic is that it would likely require only about ten seconds of thinking to figure out what the next action would be for almost everything on your list. But it's ten seconds of thinking that most people haven't done about most things on their list.

For example, a client will have something like "tires" on a list.

I then ask, "What's that about?"

He responds, "Well, I need new tires on my car."

"So what's the next action?"

At that point the client usually wrinkles up his forehead, ponders for a few moments, and expresses his conclusion: "Well, I need to call a tire store and get some prices."

That's about how much time is required to decide what the "doing" would look like on almost everything. It's just the few seconds of focused thinking that most people have not yet done about most of their stuff.

It will probably be true, too, that the person who needs tires on his car has had that on his radar for quite a while. It's also likely that he's been at a phone hundreds of times, often with enough time and/or energy only to make just such a call. Why didn't he make it? Because in that state of mind, the last thing in the world he felt like doing was considering all his projects, including getting tires, and what their next actions were. In those moments he didn't feel like thinking at all.

What he needed was to have already figured those things out. If he gets that next-action thinking done, then, when he hap-pens to have fifteen minutes before a meeting, with a phone at hand, and his energy at about 4.2 out of 10, he can look at the list of options of things to do and be delighted to see "Call tire store for prices" on it. "That's something I can do and complete successfully!" he'll think, and then hell actually be motivated to make the call, just to experience the "win" of completing something useful in the time and energy window he's in. In this context he'd be incapable of starting a large proposal draft for a client, but he has sufficient resources for punching phone numbers and getting simple information quickly. It's highly probable that at some point soon he'll look at the new set of tires on his car and feel on top of the world.

The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into small manageable tasks, and then starting on the first one.

— Mark Twain

Defining what real doing looks like, on the most basic level, and organizing placeholder reminders that we can trust, are master keys to productivity enhancement.

These are learnable techniques, and ones that we can continue to get better at.

Often even the simplest things are stuck because we haven't made a final decision yet about the next action. People in my seminars often have things on their lists like "Get a tune-up for the car." Is "Get a tune-up" a next action? Not unless you're walking out with wrench in hand, dressed for grease.

"So, what's the next action?"

"Uh, I need to take the car to the garage. Oh, yeah, I need to find out if the garage can take it. I guess I need to call the garage and make the appointment."

"Do you have the number?"

"Darn, no… I don't have the number for the garage. Fred recommended that garage to me, and I don't have the number. I knew something was missing in the equation."

Without a next action, there remains a potentially infinite gap between current reality and what you need to do.

And that's often what happens with so many things for so many people. We glance at the project, and some part of us thinks, "I don't quite have all the pieces between here and there." We know something is missing, but we're not sure what it is exactly, so we quit.

"So, what's the next action?""I need to get the number. I guess I could get it from Fred.""Do you have Fred's number?""I have Fred's number!" So the next action really is "Call Fred for the number of the garage."

Did you notice how many steps had to be tracked back before we actually got to the real next action on this project? That's typical. Most people have many things just like that on their lists.

Why Bright People Procrastinate the Most

It's really the smartest people who have the highest number of undecided things in their lives and on their lists. Why is that? Think of how our bodies respond to the images we hold in our minds. It appears that the nervous system can't tell the difference between a well-imagined thought and reality. To prove this to yourself, picture yourself walking into a supermarket and going over to the brightly lit fruit-and-vegetable section. Are you there? OK, now go to the citrus bins — oranges, grapefruits, lemons. Now see the big pile of yellow lemons. There's a cutting board and a knife next to them. Take one of those big yellow lemons and cut it in half. Smell that citrus smell! It's really juicy, and there's lemon juice trickling onto the board. Now take a half lemon and cut that in half, so you have a quarter lemon wedge in your hands. OK, now — remember how you did this as a kid? — put that quarter of a lemon in your mouth and bite into it! Scrunch!

Bright people have the capability of freaking out faster and more dramatically than anyone else.

If you played along with me, you probably noticed that the saliva content in your mouth increased at least a bit. Your body was actually trying to process citric acid! And it was just in your mind.

If your body responds to the pictures you give it, how are you likely to feel physically when you think about, say, doing your taxes? Are you sending yourself "easy," "let's go," completion, success, and "I'm a winner!" pictures? Probably not. For just that reason, what kinds of people would logically be the most resistant to being reminded about a project like that — that is, who would procrastinate the most? Of course, it would be the most creative, sensitive, and intelligent people! Because their sensitivity gives them the capability of producing in their minds lurid nightmare scenarios about what might be involved in doing the project, and all the negative consequences that might occur if it weren't done perfectly! They just freak out in an instant and quit!

I am an old man and have known a great many troubles, but most of them never happened.

— Mark

Who doesn't procrastinate? Often it's the insensitive oafs who just take something and start plodding forward, unaware of all the things that could go wrong. Everyone else tends to get hung up about all kinds of things.

Do my taxes? Oh, no! It's not going to be that easy. It's going to be different this year, I'm sure. I saw the forms — they look different. There are probably new rules I'm going to have to figure out. I might have to read all that damn material. Long form, short form, medium form? File together, file separate? We'll probably want to claim deductions, but if we do we'll have to back them up, and that means we'll need all the receipts. Oh, my God — I don't know if we really have all the receipts we'd need and what if we didn't have all the receipts but we claimed the deductions anyway and we got audited? Audited? Oh, no — the IRS — JAIL!!

And so a lot of people put themselves in jail, just glancing at their 1040 tax forms. Because they're so smart, sensitive, and creative. In my many years of coaching individuals, this pattern has been borne out more times than I can count — usually it's the brightest and most sophisticated folks who have the most stuck piles, in their offices, homes, and heads. Most of the executives I work with have at least several big, complex, and amorphous projects stacked either on a credenza or on a mental shelf. There always seem to be hobgoblin thoughts lurking inside them — "If we don't look at or think about the projects, maybe they'll stay quiet!"

Ceasing negative imaging will always cause your energy to increase.

So what's the solution? There's always having a drink. Numb it out. Dumb it down. Notice what happens to many people when they get a little alcohol on the brain. It should drop their energy immediately, because it's a depressant; often, though, the energy lifts, at least initially. Why? The alcohol is depressing something — it's shutting down the negative self-talk and uncomfortable visions that are going on in these folks' minds. Of course my energy will increase if I stop depressing myself with overwhelming pictures of not handling something successfully. But the numb-out solutions are temporary at best. The "stuff doesn't go away. And unfortunately, when we numb ourselves out, we can't do it selectively— the source of inspiration and enthusiasm and personal energy also seems to get numbed.

Intelligent Dumbing Down

There is another solution: intelligently dumbing down your brain by figuring out the next action. You'll invariably feel a relieving of pressure about anything you have a commitment to change or do, when you decide on the very next physical action required to move it forward. Nothing, essentially, will change in the world. But shifting your focus to something that your mind perceives as a doable, completeable task will create a real increase in positive energy, direction, and motivation. If you truly captured all the things that have your attention during the mind-sweep, go through the list again now and decide on the single very next action to take on every one of them. Notice what happens to your energy.

No matter how big and tough a problem may be, get rid of confusion by taking one little step toward solution. Do something.

— George F.

You are either attracted or repelled by the things on your lists; there isn't any neutral territory. You are either positively drawn toward completing the action or reluctant to think about what it is and resistant to getting involved in it. Often it's simply the next-action decision that makes the difference between the two extremes.

Everything on your lists and in your stacks is either attractive or repulsive to you— there's no neutral ground when it comes to your stuff.

In following up with people who have taken my seminars or been coached by my colleagues or me, I've discovered that one of the subtler ways many of them fall off the wagon is in letting their action lists grow back into lists of tasks or subprojects instead of discrete next actions. They're still ahead of most people because they're actually writing things down, but they often find themselves stuck, and procrastinating, because they've allowed their action lists to harbor items like:

"Meeting with the banquet committee""Johnny's birthday""Receptionist""Slide presentation"

In other words, things have morphed back into "stuffness instead of staying at the action level. There are no clear next actions here, and anyone keeping a list filled with items like this would send his or her brain into overload every time he/she looked at it.

Is this extra work? Is figuring out the next action on your commitments additional effort to expend that you don't need to? No, of course not. If you need to get your car tuned, for instance, you're going to have to figure out that next action at some point anyway. The problem is that most people wait to do it until the next action is "Call the Auto Club for tow truck!!"

You can only cure retail but you can prevent wholesale.

— Brock Chisohn

So when do you think most people really make a lot of their next-action decisions about their stuff-when it shows up, or when it blows up? And do you think there might be a difference in the quality of their lives if they handled this knowledge work on the front end instead of the back? Which do you think is the more efficient way to move through life — deciding next actions on your projects as soon as they appear on your radar screen and then efficiently grouping them into categories of actions that you get done in certain uniform contexts, or avoiding thinking about what exactly needs to be done until it has to be done, then nickel-and-diming your activities as you try to catch up and put out the fires?

Avoiding action decisions until the pressure of the last minute creates huge inefficiencies and unnecessary stress.

That may sound exaggerated, but when I ask groups of people to estimate when most of the action decisions are made in their companies, with few exceptions they say, "When things blow up." One global corporate client surveyed its population about sources of stress in its culture, and the number one complaint was the last-minute crisis work consistently promoted by team leaders who failed to make appropriate decisions on the front end.

The Value of a Next-Action Decision-Making Standard

I have had several sophisticated senior executives tell me that installing "What's the next action?" as an operational standard in their organizations was transformative in terms of measurable performance output. It changed their culture permanently and significantly for the better.

Why? Because the question forces clarity, accountability, productivity, and empowerment.

Clarity

Too many discussions end with only a vague sense that people know what they have decided and are going to do. But without a clear conclusion that there is a next action, much less what it is or who's got it, more often than not a lot of "stuff" gets left up in the air.

I am frequently asked to facilitate meetings. I've learned the hard way that no matter where we are in the conversation, twenty minutes before the agreed end-time of the discussion I must force the question: "So what's the next action here?" In my experience, there is usually twenty minutes' worth of clarifying (and some-times tough decisions) still required to come up with an answer.

This is radical common sense — radical because it often compels discussion at deeper levels than people are comfortable with. "Are we serious about this?" "Do we really know what we're doing here?" "Are we really ready to allocate precious time and resources to this?" It's very easy to avoid these more relevant levels of thinking. What prevents those issues from slipping away into amorphous "stuff" is forcing the decision about the next action. Some further conversation, exploration, deliberation, and negotiation are often needed to put the topic to rest. The world is too unpredictable these days to permit assumptions about outcomes: we need to take responsibility for moving things to clarity.

Talk does not cook rice.

— Chinese

You have to have some experience of this to really know what I mean here. If you do, you're probably saying to yourself, "Yes!" If you're not sure what I'm talking about, I suggest that in your next meeting with anyone, you end the conversation with the question, "So what's the next action here?" Then notice what happens.

Accountability

The dark side of "collaborative cultures" is the allergy they foster to holding anyone responsible for having the ball. "Mine or yours?" is unfortunately not in the common vocabulary of many such organizations. There is a sense that that would be impolite. "We're all in this together" is a worthy sentiment, but seldom a reality in the hard-nosed day-to-day world of work. Too many meetings end with a vague feeling among the players that something ought to happen, and the hope that it's not their personal job to make it so.

The way I see it, what's truly impolite is allowing people to walk away from discussions unclear. Real "togetherness" of a group is reflected by the responsibility that all take for defining the real things to do and the specific people assigned to do them, so everyone is freed of the angst of still-undecided actions.

Again, if you've been there, you'll know what I'm talking about. If you haven't, test it out — take a small risk and ask "So what's the next action on this?" at the end of each discussion point in your next staff meeting, or in your next "family conversation" around the dinner table.

Productivity

Organizations naturally become more productive when they model and train front-end next-action decision-making. For all the reasons mentioned above, determining the required physical

allocation of resources necessary to make something happen as soon as the outcome has been clarified will produce more results sooner, and with less effort.

Learning to break through the barriers of the sophisticated creative thinking that can freeze activity — that is, the entangled psychic webs we spin — is a superior skill. "Productivity" has been touted for decades as a desirable thing to improve in organizations. Anything that can help maximize output will do that. But in the world of knowledge work, all the computers and telecom improvements and leadership seminars on the planet will make no difference in this regard unless the individuals involved increase their operational responsiveness. And that requires thinking about something that lands in your world before you have to. One of the biggest productivity leaks I have seen in some organizations is the lack of next actions determined for "long-term" projects. "Long-term" does not mean "Someday/Maybe."

Those projects with distant goal lines are still to be done as soon as possible; "long-term" simply means, "more action steps until it's done," not "no need to decide next actions because the day of reckoning is so far away." When every project and open loop in an organization is being monitored, it's a whole new ball game.

Productivity will improve only when individuals increase their operational responsiveness. And in knowledge work, that means clarifying actions on the front end instead of the back.

Empowerment

Perhaps the greatest benefit of adopting the next-action approach is that it dramatically increases your ability to make things happen, with a concomitant rise in your self-esteem and constructive outlook.

People are constantly doing things, but usually only when they have to, under fire from themselves or others. They get no sense of winning, or of being in control, or of cooperating among themselves and with their world. People are starving for those experiences.

The daily behaviors that define the things that are incomplete and the moves that are needed to complete them must change. Getting things going of your own accord, before you're forced to by external pressure and internal stress, builds a firm foundation of self-worth that will spread into every aspect of your life. You are the captain of your own ship; the more you act from that perspective, the better things will go for you.

Asking "What's the next action?" undermines the victim mentality. It presupposes that there is a possibility of change, and that there is something you can do to make it happen. That is the assumed affirmation in the behavior. And these kinds of "assumed affirmations" often work more fundamentally to build a positive self-image than can repeating "I am a powerful, effective person, making things happen in my life!" a thousand times.

Is there too much complaining in your culture? The next time someone moans about something, try asking, "So what's the next action?" People will complain only about something that they assume could be better than it currently is. The action question forces the issue. If it can be changed, there's some action that will change it. If it can't, it must be considered part of the landscape to be incorporated in strategy and tactics. Complaining is a sign that someone isn't willing to risk moving on a changeable situation, or won't consider the immutable circumstance in his or her plans. This is a temporary and hollow form of self-validation.

People are always blaming their circumstances for what they are. I don't believe in circumstances. The people who get on in this world are the people who get up and look for the circumstances they want, and, if they can't find them, — make them.

— George Bernard Shaw

Although my colleagues and I rarely promote our work in this way, I notice people really empowering themselves every day as we coach them in applying the next-action technique. The light in their eyes and the lightness in their step increase, and a positive spark shows up in their thinking and demeanor. We are all already powerful, but deciding on and effectively managing the physical actions required to move things forward seems to exercise that power in ways that call forward the more positive aspects of our nature.

When you start to make things happen, you really begin to believe that you can make things happen. And that makes things happen.


13. The Power of Outcome Focusing

THE POWER OF directing our mental and imaginative processes to create change has been studied and promoted in thousands of contexts — from the early "positive thinking" books to recent discoveries in advanced neurophysiology.

My own interest has been in applying of the principle in terms of practical reality: Does it help get things done? And if so, how do we best utilize it in managing the work of our lives? Can we really use this information in ways that allow us to produce what we want to have happen with less effort? The answer has been a resounding yes.

Focus and the Fast Track

Over the years I have seen the application of the method presented in this book create profound results for people in their day-to-day worlds. As you begin to use it habitually as your primary means of addressing all situations — from processing e-mails, to buying a house or a company, to structuring meetings or having conversations with your kids — your personal productivity can go through the roof.

Many of the professionals I have worked with who integrated this method now find themselves experiencing enhanced or even new jobs and careers. These processes really work in the arena of the ordinary things we must deal with daily — the stuff of

our work. When you demonstrate to yourself and to others an increasing ability to get things done "in the trenches," you probably won't stay in the same trench for very long.[15] It's been inspiring for me to learn and coach others how to deal with the immediate realities down where the rubber hits the road — and how to tie in the power of positive imagery to practical experiences in all our daily lives.

The "fast track" alluded to in the section heading above is a bit of misnomer. For some, slowing down, getting out of the squirrel cage, and taking care of themselves may be the major change precipitated by this methodology. The bottom line is it makes you more conscious, more focused, and more capable of implementing the changes and results you want, whatever they are.

"Create a way to regularly spend more time with my daughter" is as specific a project as any, and equally demanding of a next action to be determined. Having the vague, gnawing sense that you "should" do something about your relationship with your daughter, and not actually doing anything, can be a killer. I often work with clients who are willing to acknowledge the real things of their lives at this level as "incompletes" — to write them down, define real projects about them, and ensure that next actions are decided on — until the finish line is crossed. That is real productivity, perhaps in its most awesome manifestation.

The Significance of Applied Outcome Thinking

What I want to emphasize now is how learning to process the details of our work and lives with this clear and consistent system can affect others and ourselves in significant ways we may not expect.

As I've said, employing next-action decision-making results in clarity, productivity, accountability, and empowerment. Exactly the same results happen when you hold yourself to the discipline of identifying the real results you want and, more specifically, the projects you need to define in order to produce them.

Defining specific projects and next actions that address real quality-of-life issues is productivity at its best.

It's all connected. You can't really define the right action until you know the outcome, and your outcome is disconnected from reality if you're not clear about what you need to do physically to make it happen. You can get at it from either direction, and you must, to get things done.

As an expert in whole-brain learning and good friend of mine, Steven Snyder, put it, "There are only two problems in life: (1) you know what you want, and you don't know how to get it; and/or (2) you don't know what you want." If that's true (and I think it is) then there are only two solutions:

• Make it up.

• Make it happen.

We are constantly creating and fulfilling.

This can be construed from the models of yin/yang, right brain/left brain, creator/destroyer— or whatever equivalent works best for you. The truth is, our energy as human beings seems to have a dualistic and teleological reality — we create and identify with things that aren't real yet on all the levels we experience; and when we do, we recognize how to restructure our current world to morph it into the new one, and experience an impetus to make it so.

Things that have your attention need your intention engaged. "What does this mean to me?" "Why is it here?" "What do I want to have be true about this?" ("What's the successful outcome?") Everything you experience as incomplete must have a reference point for "complete."

Once you've decide that there is something to be changed and a mold to fill, you ask yourself, "How do I now make this happen?" and/or "What resources do I need to allocate to make it happen?" ("What's the next action?").

Your life and work are made up of outcomes and actions. When your operational behavior is grooved to organize everything that comes your way, at all levels, based upon those dynamics, a deep alignment occurs, and wondrous things emerge. You become highly productive. You make things up, and you make them happen.

The Magic of Mastering the Mundane

My clients often wonder how I can sit with them in their offices, often for hours on end, as they empty the drawers of their desks and painstakingly go through the minutiae of stuff that they have let accumulate in their minds and their physical space. Aside from the common embarrassment they feel about the volume of their irresponsibly dealt-with details, they assume I should be bored to tears. Quite the contrary. Much to my own surprise, I find it to be some of the most engaging work I do with — people. I know the release and relief and freedom that sit on the other side of dealing with these things. I know that we all need practice and support and a strong, clear focus to get through them, until we have the built-in standards and behaviors we need to engage with them as they demand. I know how significant a change these people may experience in their relationships with their bosses, their partners, their spouses, their kids, and themselves over the next few hours and (we hope) days and years.

It's not boring. It's some of the best work we do.

I'm in the focus business. As a consultant and coach,

Multilevel Outcome Management

I ask simple questions that often elicit very creative and intelligent responses from others (and even myself!), which can in turn add value to the situation and work at hand. People aren't any smarter after they work with me than they were before — they just direct and utilize their intelligence more productively.

The marry high-level idealistic focus to the mundane activity of life. In the end they require the same thinking.

What's unique about the practical focus of Getting Things Done is the combination of effectiveness and efficiency that these methods can bring to every level of your reality. There are lots of inspirational sources for the high-level "purpose, values, vision" kind of thinking, and many more mundane tools for getting hold of smaller details such as phone numbers and appointments and grocery lists. The world has been rather barren, however, of practices that relate equally to both levels, and tie them together.

"What does this mean to me?" "What do I want to have be true about it?" "What's the next step required to make that happen?" These are the comer-stone questions we must answer, at some point, about everything. This thinking, and the tools that support it, will serve you in ways you may not yet imagine.

An idealist believes that the short run doesn't count. A cynic believes the long run doesn't matter. A realist believes that what is done or left undone in the short run determines the long run.

— Sidney

The Power of Natural Planning

The value of all this natural project planning is that it provides an integrated, flexible, aligned way to think through any situation.

Being comfortable with challenging the purpose of anything you may be doing is healthy and mature. Being able to "make up" visions and images of success, before the methods are clear, is a phenomenal trait to strengthen. Being willing to have ideas, good or bad, and to express and capture all of them without judgments is critical for fully accessing creative intelligence. Honing multiple ideas and types of information into components, sequences, and priorities aimed toward a specific outcome is a necessary mental discipline. And deciding on and taking real next actions — actually moving on something in the physical world — are the essence of productivity.

Being able to bring all these ingredients together, with appropriate timing and balance, is perhaps the major component of professional competence for this new millennium. But it's not yet the norm in professional behavior; far from it. It's still a daunting task to apply this awareness to all the aspects of personal and professional life. But even when only portions of the model are inserted, tremendous benefit ensues.

The feedback I have gotten over the years in my consulting, teaching, and coaching with this model has continued to validate that even the slightest increase in the use of natural planning can bring significant improvement. To see brainstorming about almost every aspect of their lives becoming a standard tool for many people is terrific. To hear from executives who have used the model as a way to frame key meetings and discussions, and have gotten great value from doing that, is gratifying. It all just affirms that the way our minds naturally work is the way that we should focus to make anything happen in the physical world.

The model is simply the basic principle of determining out-comes and actions for everything we consider to be our work. When those two key focus points become the norm in our day-to-day lives, the baseline for productivity moves to another level. The addition of brainstorming — the most creative means of expressing and capturing ideas, perspectives, and details about projects — makes for an elegant set of behaviors for staying relaxed and getting things done.

Shifting to a Positive Organizational Culture

It doesn't take a big change to increase the productivity standards of a group. I continually get feedback indicating that with a little implementation, this method immediately makes things happen more quickly and more easily.

The constructive evaluation of activities, asset allocations, communications, policies, and procedures against purposes and intended outcomes has become increasingly critical for every organization I know of. The challenges to our companies continue to mount, with pressures coming these days from globalization, competition, technology, shifting markets, and raised standards of performance and production.

"What do we want to have happen in this meeting?" "What is the purpose of this form?" "What would the ideal person for this job be able to do?" "What do we want to accomplish with this software?" These and a multitude of other, similar questions are still sorely lacking in many quarters. There's plenty of talk in the Big Meetings that sounds good, but learning to ask "Why are we doing this?" and "What will it look like when it's done success-fully?" and to apply the answers at the day-to-day operational level—that is what will create profound results.

Empowerment naturally ensues for individuals as they move from complaining and victim modalities into outcomes and actions defined for direction. When that becomes the standard in a group, it creates significant improvement in the atmosphere as well as the output. There are enough other problems to be concerned with; negativity and passive resistance need to continually give way to a focus on the desired results at the appropriate horizons.

The microcosm of how people deal with their in-baskets, e-mail, and conversations with others will be reflected in the macro-reality of their culture and organization. If balls are dropped, if decisions about what to do are resisted on the front end, if not all the open loops are managed responsibly, that will be magnified in the group, and the culture will sustain a stressful fire-and-crisis siege mentality. If, in contrast, individuals are implementing the principles of Getting Tilings Done, the culture will expect and experience a new standard of high performance. Problems and conflicts will not go away — they remain inherent as you attempt to change (or maintain) anything in this world. The operational behaviors of this book, however, will provide the focus and framework for addressing them in the most productive way.

A vision without a task is but a dream, a task without a vision is drudgery, a vision and a task is the hope of the world.

— From a church in Sussex, England, ca.1730


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