Leadership, Personal Development, The Leader

Want To Get Organized In 2020? Free Personal Planner & Leader Standardized Work Templates

Do you want to get yourself better organized this year so you are ready to lead more effectively?  Then these two tools will help you!  Yes you!

At High Performance Leaders Inc., we help develop leaders to be more effective, everyday!  Although there are many important aspects to being an effective leader included in our program, one straight forward but critical way is to get and stay organized.

Unfortunately, too many leaders say they want to spend more quality time with their teams, have more focus on their top priorities, and feel less overwhelmed.  Sound somewhat familiar?  Two vital tools that can dramatically assist with these far too common issues is Leader Standard Work (LSW) and a personal planning sheet and routine.

To assist in these areas, download these free basic LSW and personal planning templates and start off the year more organized!

Download tool here

Leader Standard Work

If you think LSW doesn’t apply to you or your position, you are missing out on a very helpful tool.  LSW is not only for first line manufacturing supervisors.  It’s a powerful tool for any leader in any business at all levels.  Another myth is that a leader’s job is not standard, so therefore LSW will not work.  Absolutely there are aspects of a leader’s responsibilities that are not standard, however, there are likely many responsibilities and actions that are standard when you step back and evaluate what needs to be accomplished.

LSW is simply an organized list of the most important responsibilities, actions, or tasks that a leader needs or wants to accomplish, and the frequency with which they need to be completed.  This list then is used to remind the leader what they need to get done.  When integrated into a robust scheduling and personal planning routine, it will result in improved results, accomplishments, and feeling of accomplishment.  It will also avoid important things from falling off the radar over time or when things get hectic.

Read more here on developing leader standardized work

Download template here

Personal Planning

Surprisingly many leaders also only use their calendar and maybe a note book for personal planning purposes.  This can lead to losing control of your time and schedule, and not having time to get to those things that are most important to get completed.  Important tasks or follow-up items may get buried within the notebook and get overlooked or forgotten.

A regular personal planning routine of reviewing your LSW, scheduled and new meetings, your priorities, outstanding actions and follow-up, is critical to being an effective leader.  Coupling the routine with a single page weekly planner can have a dramatic impact on a leader’s effectiveness.

Update and revise your personal planner once per week, print it out and then keep it up-to-date throughout the week using the old pen and pencil method, or maintain it live on  your computer.  Your choice.  Add tabs to keep a log of actions or tasks that need to be completed at some point in the future, but that you don’t need on the current week’s planner.  Categorize the tabs based on key areas of your life such as, “Follow-up”, “Actions”, “@Computer”, “Errands” etc.

If this sounds basic to you, great!  You should be all set and maybe already effective in this regard.  However, indications are that many leaders lack a robust planning and organizing routine.  A 20 minute weekly planning routine is all that is required to get organized and stay on top of the important things.

Read more here on personal planning

To assist in these areas, download these free LSW and personal planning templates and start off the year more organized!

Download template here

 

Contact me:

 

For additional information on High Performance Leaders Inc., click here.  Or follow on LinkedIn.

 

You can email me with any questions at glennsommerville@hotmail.com, find me on Facebook at https://www.facebook.com/glennsommervilleL2R/, or on Twitter at  https://twitter.com/gsommervilleL2R.

If you are enjoying my posts and find the information useful, please “Follow” me by entering your email in the follow box on the right-hand menu of my website www.glennsommerville.com

Personal Development, The Leader

Leader Standard Work & Hitting Targets

Combining a robust leader standard work routine with setting and hitting targets can be a powerhouse that delivers results!  It’s not just a shot in the dark!

If you have followed my posts, you’ll know that I’ve been a strong proponent of leader standard work (LSW) for a long time, however, I was reminded recently of the power of combining standard work and the setting and hitting of targets.

Each month I reset my standard work for the new month.  It starts by reviewing the previous month and reflecting on what worked, didn’t work and why, and identifying any new priorities.  Then the baseline is revised by making some adjustments, adding or deleting tasks, or changing the frequency of some tasks.  I also include certain non-work items within my LSW.  These are things that are for personal or professional development, important family responsibilities, or when I’m trying to create a new habit.

Although this is a personal example, it still shows the power of combining LSW and targets.  At the beginning of last month when I was doing my LSW review I found that I was not happy with my daily exercise results.  It had been very inconsistent.  Although I was running, the frequency was very intermittent and inconsistent.   There were always reasons why for each miss, but when seeing the results for the month, none of them mattered, the result was the result and it wasn’t what I wanted.  So,  I decided I needed to do something about it!  First, I added a “Daily Exercise” task to my LSW, and second, I set a distance target for the month.

The month started off well.  I was exercising more regularly and I was well on my way to achieve my distance target.  It was working!  Then, by conscious choice, I missed about a week.  With about a week to go in the month, even if I got back to my routine, I wouldn’t make my distance target.  At least, not doing what I had been doing before the break in the routine.  I couldn’t make up for the days I didn’t exercise, but I could do something different for the days remaining in the month.

I changed the time of day when I would exercise.  This helped overcome some of the challenges (a.k.a excuses) that were creating barriers to my daily exercise.  Then, I started running further than I had been before to make up some of the distance.  Some may consider running further than usual was somewhat cheating, and perhaps it was since the intent was not the distance per se, but rather to exercise regularly.  However, on more than one occasion in that final week of the month, I exercised when I probably wouldn’t have.  I had a strong desire to hit and exceed my distance target, AND, I wanted to check off my LSW each day indicating that I had exercised.  It worked, I exceeded my distance target with a day to spare, but I ran the last day of the month anyway so that I would have exercised every single day for that last week.

Maybe a simple personal example, but combining LSW and targets is a powerful tool and is equally effective in a business environment.  The target will give you the motivation to keep working at it and to find ways to achieve it, while the LSW will give you the reminder and sometimes push to take the necessary steps, or to complete the appropriate tasks, necessary to achieve the target.

In summary, here’s a few key points:

  1. Reflect on your LSW each month and reset it based on lessons learned and new priorities.
  2. LSW can include personal and professional items.  It’s yours, so make it work for you!
  3. Set challenging targets, then look at how to combine with LSW to assist in achieving the targets.
  4. Don’t beat yourself up for missing some LSW items when looking back, but rather figure out why you missed them and implement mitigation actions to achieve them going forward.

AAEAAQAAAAAAAA2JAAAAJDMyMDQxYzdmLTFjYWYtNDBkNC1iODZhLTRhNWIzMTBlMzAzZARelated Posts:

For more information on setting up and using leader standard work, check out this other post “Leader Standard Work is for, well, EVERYONE!

 

Contact me:

You can email me with any questions at glennsommerville@hotmail.com, find me on Facebook at https://www.facebook.com/glennsommervilleL2R/, or on Twitter at  https://twitter.com/gsommervilleL2R.

If you are enjoying my posts and find the information useful, please “Follow” me by entering your email in the follow box on the right-hand menu of my website www.glennsommerville.com.

 

 

Personal Development, The Leader

Stress Reducing Tips Just In Time For Summer!

With the long weekends approaching and summer vacation season about to kick into full gear, it’s probably a good idea to review some previous posts for some timely tips!

Vacation Tips:

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Taking time off work can be very stressful both before and upon return.  In this age of always being connected, it is even more important for your health and well being to disconnect while on vacation, no matter how long or short it is!  There are some pretty easy vacation preparation things you can do to reduce your stress.  A little bit of anticipation, planning, and learning from the past goes a long way.

balance-beach-boulder-1113552.jpgWork-life Balance:

Whether you are on vacation or not, everyone must have the proper balance between work and life.  Finding it is a real challenge that so many people struggle with.  So what is this work-life balance thing anyway?  Is it real, or just a myth?  This article discusses two analogies to describe work-life balance.  Having the right mindset and expectation helps you find a sweet spot to get you through the twists and turns that life will surely send your way.  With these 10 steps to improve your work-life balance you can get closer to a healthier and happier place in life!

Personal Planning:

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During the summer months when your co-workers are taking time off, or you are taking time off, it is very easy to get out of your routines.  This is likely when you need these routines the most!  This post on personal planning discusses 6 key steps to getting and staying organized on your priorities.  Even if you are familiar with them, review them again and do an inventory to ensure you haven’t mistakenly dropped some!  When you are picking up the slack for others that are away, or playing catch up when you return, managing your time effectively is key to treading water.

 

Email:

angry-annoyed-coffee-52608Is email easier in the summer months?  Maybe, but not very likely!  There are some very helpful built in tools within Outlook and several email apps that can assist you with staying on top of your email.  It is surprising how few people use them and often enough aren’t even aware of them.  You may be a quick and easy mouse click away from some much needed help!  After it was first published, this second post on the @5 Essential email folders. received positive feedback from several who tried these tips.   If you aren’t aware of what the @5 are, check it out!

The summer is never as long as we would like.  Even if you’ve read them before, check out these posts sooner vs later to ensure you have the best and most relaxing summer you can have!  Enjoy…. the summer!

Contact me:

You can email me with any questions at glennsommerville@hotmail.com, find me on Facebook at https://www.facebook.com/glennsommervilleL2R/, or on Twitter at  https://twitter.com/gsommervilleL2R.

If you are enjoying my posts and find the information useful, please “Follow” me by entering your email in the follow box on the right-hand menu of my website www.glennsommerville.com

 

 

 

 

 

 

 

 

 

 

 

 

Cover Photo by Mateusz Dach from Pexels

 

Leadership, The Leader

Say “Thank You” In A Note

It was many years ago now, but I still remember receiving a hand-written card from a divisional President when I was promoted to General Manager.  I wasn’t even within his reporting structure!  It meant a lot to me that he would take the time to send me such congratulations.  I’ve never forgotten that.

As a Leader saying thank you is important, but sometimes it isn’t enough.  Although it’s important and easy to say thank you, the words fade quickly and soon become forgotten.  Sending an email to say thanks is good, but then again your team likely receives many emails a day, so once again, it’s important but not good enough for some things.  Sending a hand written note, letter, or card to express your congratulations, gratitude, thanks, well wishes, or encouragement is the way to go.

So what does a hand written card offer that words or an email does not?

  • A hand written card takes a little effort and is deliberate.
  • You can express your message clearly and articulately.
  • Sending the card to the person’s home is a great way for your team member to be appreciated or recognized in front of their family.
  • A card including the family, or to the family, is also a great way to appreciate their perseverance and support through some challenging times that the team member has been through or accomplished.

Although sending a card or note is at the leader’s discretion, here are some examples where a note is appropriate:

  • Promotion
  • Achievement of a milestone or objective
  • Going above and beyond expectations
  • Manages or leads through a crisis
  • Demonstrating or exemplifying a core company value
  • Being customer obsessed
  • Persevering through some challenging times
  • Going through a personal hardship
  • Mentoring or coaching others

So what’s your excuse preventing you from sending a card?  Oh, you don’t have any cards?  Well, I happen to know of an on-line retailer that sells them!

 

 

 

Leadership, The Leader

10 Steps to Improve the Work-Life Teeter-Totter (Balance)

In the last post we discussed whether work-life balance is a myth and explained it is more like a teeter-totter. In this post we’ll review 10 steps you can take to help yourself achieve a better work-life balance.

1. Look after you first – Sleep, exercise, diet, relaxation

The absolute most important thing you have to do is look after yourself first. If you are not healthy, fit, or well-rested, there is no way you will be effective at work or in life. It’s not dissimilar to the emergency message on a plane advising to put your air mask on first. This is to keep you safe but also so you can help others that may not be able to help themselves. It’s the same in work-life. If you are not at your best, you will not be most effective to support your family, friends, or team at work. This really should go without saying, but look around. Many people do not treat this as the #1 work-life priority at all!

2. Clearly define your life’s passions

We’ve all heard the saying that when lying on your death bed, no one says “I wish I worked more”. No matter who you are, you will retire some day, then what? You no longer have that big title or position. So, figure out what your passions are both within your work and your personal life. Define them clearly as to what they are and who you are relative to them. Then set goals and objectives to pursue those passions and go get them. When done right, these are what define you, what motivates you, satisfies you, and lasts your lifetime far beyond your career. They will become who you are.

3. Set long term personal goals and the aligning annual objectives

This is such a powerful tool but it surprises me how few people actually do it. Life just happens and steals our time if we don’t deliberately spend some of our time on the things most important to us. My family and I have set long term family and personal goals for years. It’s amazing how many of our goals we have achieved either as a family or individuals. We have a well defined process of setting our long term goals, then each year develop specific actions or objectives for that year that move towards the accomplishment of the longer term goal. Many people have goals and ideas, but they stop there. They don’t figure out how to actually achieve them. I’m not sure if they think they will just happen? In setting these goals, you are more likely to do and achieve the things that are most important to you rather than let life take you where-ever it takes you!

4.Start your day early (~1 hour before you have to get up)

This can be tough, particularly if you treat Step 1 as the top priority, but I swear by this one! Many people start their day stressed right out as they have hit snooze three times, figured out every minute they can cut from their morning routine to save time, skip a proper breakfast in favour of a coffee and donut at the drive through, and perform a trial lap worthy of the Indy 500 as they race to work in fear of being late. Day after day, after day. Getting up one hour before you have to get up can be so invigorating and stress reducing. It’s amazing what you can accomplish in this time. To get up without having to rush, exercising, getting your personal and work life organized, listening to the news or weather, checking your social media, or simply enjoying a freshly brewed cup of coffee, is wonderful… try it!

5. Have a plan, adjust the plan

Have a plan for both your personal life and work. This is different than Step 3 goals and objectives and is more about a plan of how you will go about doing things. Be deliberate and don’t leave things to chance. Plan ahead by scheduling events and blocking the time in your calendar for professional and personal priorities. Be prepared to adjust your plan as things will change. The point here is to adjust, not cancel or abandon.

6. Get the top priorities (Big rocks) done first

Another common sense practice that isn’t so common; get your top priorities done first. This applies to work and personal life. The rest will get done. They won’t happen by accident, you have to make time for them and put the effort in to get them done. Determine what your top priorities are and re-evaluate them at least weekly. The priorities won’t necessarily change, however, your focus on them may need to change and adjust over time. For more on this check the post Effective Leadership Skills – Personal Planning.

7. Don’t let other people’s procrastination become your priority

From early in my career I remember a sign in one of the buyers cubicles that said “Procrastination on your part doesn’t constitute an emergency purchase order on my part!” I’ve never forgotten this and now have a much better appreciation of it. Don’t let yourself be distracted or have your time taken away by others that are not organized or procrastinate until the last minute. That is their problem. Stay focused on your top priorities. Now this not to say you abandon and ignore your team, but it also doesn’t mean you have to drop what you are doing or be interrupted on a whim. Establish “office hours” and rules of engagement that satisfy your priorities while being there to help/support others and your team, but on your terms.

8. Watch out for avoidance activities or excessive relaxation

Work hard, play hard is a great saying that I do believe in. In addition to this, we all need to relax and do other things now and again. What we have to be aware of though and watch out for is avoidance activities that we convince ourselves are important and necessary but in reality are just a distraction and deterrent from the really important activities we need and want to get done. They may serve a purpose and need to get done, but we have to watch that we don’t overdo it to avoid or procrastinate from getting to the more important. Similarly, we all need to relax, rest, and rejuvenate, but there is excessive relaxation that can steal hours away well beyond the good they initially provided.

9. Minimize the line between work and the rest of your life

This is somewhat dependent upon the amount of autonomy you have in your job, but the idea is we are all one individual so why is there sometimes such a definitive line between work and life? This includes being of the same character at work as you are at home, allowing personal things to sometimes overflow into your work space, and vice versa. Too much segregation between the two just creates stress. It’s not different than a relationship with your partner; it’s all about compromise and give and take.

10. Don’t sweat the small stuff

Easier said than done I realize but just think for a minute of all the things you have worried about over the years. Now think of how many times what you worried about actually happened. Not very many! I’m not suggesting you become carefree and not give a @$!& about anything, but rather seriously consider, what is the worst that can happen? What is the likelihood of this happening? Can I control it? If your answer to any of these questions in inconsequential, then stop worrying about it and don’t sweat it. Generally your imagination is far worse than the reality, so don’t waste your time worrying about it. Most “small” things can be undone, repaired, or don’t really matter in the long run.

What steps do you take to help with a better work-life balance? Please share your suggestions by leaving a comment.
If you are enjoying my posts and find them useful, please join the email “Follow” list on the right-hand margin to receive 1 post notification link per week to avoid the various social media filters that determine who receives which posts in their feeds, as well as a little encouragement for me to continue! You will also receive a mid-week motivational quote.