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Being Organised

The Management Pocketbooks Pocket Correspondence Course

Pocketblog has gone back to basics. This is part of an extended management course.


No matter how good you are at your job, you will never be as good as you can be until you organise your work effectively.  This means making time for things like filing and time management.  Here are ten top tips:

  1. Keep a To Do list, but never let it be your primary time management tool.  At the end of each day, look at the things on your to do list and decide which ones will be on tomorrow’s To Day list.  Put any things that are substantial in terms of complexity, duration or importance into your diary.
  2. Follow President Eisenhower’s advice and always distinguish what is important from what is merely urgent.
  3. Keep a day-book – a notebook that lives on your desk and in which you record any conversations in person or over the phone.  As soon as the phone rings, or as soon as you decide to make a call, open your day book, write the date and note the person that you are speaking with and their affiliation.  You are now ready to record any comments or agreements.
  4. Use a multi-part folder to plan your work a week ahead.
    Weekly Work Planning folder
  5. Periodically make time to clear the clutter and do your filing.  Better still, embrace the principles of the 5S Methodology:
    – Sorting – only what you need
    – Set in order – a place for everything
    – Shine-up – tidy and clean
    – Standardise – uniformity
    – Sustain – make tidying up a routine
  6. File papers in themed folders.  If your filing system isn’t working for you; start a new one.  But don’t waste time transferring all your old papers into the new system.  Instead, just transfer any papers you access in your day-to-day work.  Very soon, your old system will become an archive of the materials you don’t need.
  7. If you need to make a lot of calls, keep a call sheet, on which you record the person and purpose (and number if it isn’t in your organiser.  Fill gaps in your day with a call – or take the sheet with you when you travel.
  8. You probably keep a to do list.  Do you keep a list of things you have done?  Specifically, things you did that should result in something happening: a book you ordered should turn up, a message you left should be returned, a request you made should be fulfilled.  Keep a ‘waiting for…’ list so that you never drop the ball by forgetting something.
  9. Do one thing at a time.  Multi-tasking is not as effective nor as efficient as focus.
  10. Redundancy: if it’s important, have a back-up plan.  Have spares, have alternatives.  Stash a bit of spare cash in every bag you have – and spare pens.  Leave early and plan to have a coffee before a meeting.  Take reading or work wherever you go.

Further Reading

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Team Leadership

One of the most popular models of team leadership is John Adair’s Action Centred Leadership.

Three Circles

In this model, leadership expert, John Adair, identifies three overlapping circles of concern for a team leader: the team’s task, the team itself, and the individuals in the team.

It is a wonderfully simple model that encourages you to weigh the attention you give to each, against the needs of the situation.  Adair has much to say about your responsibilities in each category.

John Adair's Three Circles Diagram

More Circles

Like any model, part of its value comes from its simplicity.  The price of simplicity, however, comes from what the model misses, neglects or under-represents, in achieving a memorable elegance.

Here are three more circles (among many), that one could add to Adair’s model.

Organisational Context

There are a lot of reasons for team leaders to focus beyond their team and onto the wider organisational context within which their team sits.  Firstly, how does the team’s task set fit into the wider group of activities?  Team leaders need to know this to set the team’s tasks in context and therefore give them meaning – one of the most important motivators.

Under this heading, we can also consider the team’s relationships with a wide range of stakeholders, and the interest those stakeholders have in the team’s work.  Particular among those stakeholders are other teams.  The team leader needs to find ways to manage the interfaces and dependencies with other teams and work streams.

Finally, we have to acknowledge the role of politics.  Not what many of us sign up for in the world of work, but for team leaders, actively navigating their organisation’s political reefs is a necessary expedient.

The Leader’s Emotional State

Never under-estimate the impact of your emotional state on your team’ was arguably the best management advice your author ever got (thank you George Owen, if you ever get to hear of this blog).

Team members will look to you for all sorts of guidance and, unconsciously, will take their emotional cue from you.

Vision of the Future

Not only should you be looking beyond your team, as team leader, but look beyond the now of today’s tasks and today’s team and today’s individual.  What will your team need to do tomorrow, and next week, and next month, and next year?  And how do you need to evolve it to prepare the team and its individuals to deliver?

Show your team vision.  While some are motivated by pride in what they are doing today, others need to see what is in store.

Join the debate – what would you add?

Please do use the comments facility below to tell us what you would add to this model.

Management Pocketbooks you might enjoy

You can read about John Adair’s Action Centred Leadership in The Management Models Pocketbook.

The Management Models Pocketbook, by Mike Clayton

Other Management Pocketbooks you might like are:

The Leadership Pocketbook

The Teamworking Pocketbook

The People Manager’s Pocketbook

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