Friday, January 20, 2012

Finding mecca in Gmail Premier, Solve 360, GQueues

I am a student of productivity. I’ve been working for years to determine the besttools, systems, tricks and approaches for enabling me to work effectively and with meaning, and then helping others learn how as well.

I’ve long been a fan of Stephen Covey’s 7 Habits of Highly Effective People and his related “First Things First” approach. I love the idea of having all of my work flow from my personal and professional mission statement and relate to my values and key roles in life. The challenge for me has always been translating that to every day – how do I get the long list of ToDo’s done and stay focused on not only my highest priorities, but also dealing with the minutiae of daily life?

I’ve been living the 7 Habits (or at least attempting to) since 1995 and still struggle with conquering Habit 3 from the organization and execution standpoint. Being a certified facilitator of the Covey 7 Habits and other leadership programs helps, as we always learn more when we teach others, but it is still a challenge for me.

Enter David Allen and his Getting Things Done (GTD) approach. I was first introduced to GTD back in 1999. I didn’t realize at the time that it was still a relatively new approach. I had the honor of attending a workshop taught by David himself and then working with an implementation coach to incorporate the approach in to my life.   GTD totally handles the big and little stuff in work and in life overall.

The “Someday Maybe” list was an amazing revelation for me and continues to be ridiculously long as I tend to be very creative and come up with many ideas for “things to do, learn, read, experience …” on an ongoing basis.  Thus the challenge of staying on top of my lists and focused on what REALLY needs to be done NOW vs what would be nice to do someday.
I began to marry the two methods – 7 Habits and GTD – and for the last decade have played with many tools and systems to try to make it all work. While still in Corporate America I was limited to Microsoft Outlook. It was partially there, but better with the FranklinCovey PlanPlus add-on. I began working with those two when I started Wings of Success LLC in 2002.

As my business grew, I was wanting a more robust Client Relationship Manager and Project Management tool to integrate with my ToDo list and Calendar. Outlook wasn’t quite cutting it for me, even though they were beefing up their Business Contacts Manager. At the advice of my IT guy, I switched to TimeMatters by LexisNexis. That made for an interesting several years! While the product was very robust and capable of far more than I’d ever use (it was ACT! on steroids), it was just too much for a small business like mine.

I spent 1000′s of hours and dollars (no exaggeration here – a steep price for an already too busy small business owner) trying to customize the system, streamline it and get my IT infrastructure stable enough to handle it. What a frustrating experience. The whole time I struggled to stay on top of the growing demands on my productivity and to provide the strategic vision and guidance for my business and life.

One valuable lesson I learned in this phase is that I HAVE TO HAVE the “trusted system” David Allen talks about for tracking all of my “open loops” and commitments. TimeMatters wasn’t a trusted system for me, and it continued to stress my productivity and frazzle me.

Finally, in late 2009/early 2010 I cried “uncle.” I had switched my email platform to Gmail (after the IT storm cloud I lived under had caused my other email provider to basically flip such that all spam was going in the inbox and all real email was going in spam). What a blessing!! I immediately saw productivity gains just by leaving Outlook and my other provider behind and using Gmail. I then began heavily researching Google Apps and the emerging Marketplace to find Gmail solutions that could fill my other needs.

I am pleased to say I am finally stabilizing on a solution set that I think will finally be that long sought-after GTD Trusted System, and also enable me to still sprinkle in enough of the Covey 7 Habits approach to make it meaningful. My new happy productivity place is guided by 4 main pieces: Gmail, Google Calendar, Solve360, and GQueues (all built on my Google Apps premier subscription for my business).

How sweet it is to finally feel like my contact list is under control and being updated regularly (Solve360), I know the key projects I am working on, who they involve, what their status’ are and the next steps (Solve360), I have a calendar that plays nicely with my tasks and appointments (Google Calendar), and FINALLY, AT LONG LAST, THE MISSING PIECE – I have a ToDo/Next Action management system that is straight-forward, simple to use, yet robust enough to manage all of my immediate next actions as well as the agendas and someday maybes, big and small, near or future (GQueues).  Oh, I shouldn’t forget one other piece – Solve360 just allowed me to push slightly under 1000 contacts into MailChimp in just a couple minutes to send a Thanksgiving greeting to valuable clients and colleagues!

And, the beautiful thing – all of this is cloud-computing and works seamlessly with my Android Samsung Moment, so wherever I am, in the office, on the run, as long as I am “online,” I’m connected and able to process and stay on top of my life! There are so few times I’m not “connected” that I don’t worry too much about having off-line access, but Google Connector does allow me to sync down to Outlook (it still lurks on my computers) and GQueues has an off-line version coming once HTML5 becomes the new standard.
It feels so good to finally have the system in place again after months (years!) of struggle and anxiety about what I might be forgetting and how my productivity was suffering. Thank you Google, Norada (Solve360) and Cameron (GQueues)! You are making my life immensely better! Stephen Covey and David Allen would be proud!

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Wednesday, January 18, 2012

Value Of Networking + Informational Interviewing Tips

I recently facilitated the ASTD Training Certificate Program sponsored by the ASTD Ft. Worth, TX chapter.  One of my participants was a gal named Eileen from California.  Eileen is transitioning from Sales Management in the Pharmaceutical industry in to training and development.  Eileen will be fabulous – she has excellent business acumen, in-depth industry experience, a natural energy and zest for learning, and great facilitation skills.  She was a joy to have in our session!

As I mentioned, Eileen is transitioning into the workplace learning and perfromance/training and development profession.  She’s asking the right questions to gather the information and perspective she needs to be successful.

Eileen just wrote me today with a networking update:

“… speaking of networking, I have just learned the valuable lesson of always getting your job search message out complete with your professional objective.

Monday night while sitting around after playing a tennis match, the other members of the team asked about my class that I had taken through ASTD.   I raved on about the class and about you.   One of the players whom I don’t know very well sat listening intently and then asked a few more questions about what type of job I was looking to transition into.   I provided a recap of my past employment, my skills and my goals about breaking into the training and development industry.

She then says to me, “You know, you should speak with my mother-in-law, she OWNS a training and development company” !!!    Amazing, huh?”
So Eileen is on the right track to make her transition successful!  She now has an informational interview set up with the owner of the training company.  Eileen asked me for suggestions on questions that she should not miss asking.

Below are some thoughts I shared.  Read on, and then let me know what powerful questions you recommend for information interviews?
  • What do you recommend I do to prepare for a position In your company/department should one become available?”  Take good notes, then if you are really interested in that company/department, start doing what they suggest!
  • What concerns would you have about hiring me?”  or some variation … the goal is to ferret out information that may be holding you back without you being aware of it.
  • Similarly, ask “if you had a position available, why would you hire me?” or some variation – try to discover what the person you are talking with sees as your strengths that you may not recognize (or to reinforce what you know to be true about yourself and to help them see it as well).
  • Be sure to find out about the types of clients they work with, the type of work they do … “Describe a typical day in your job for me.”  They likely won’t have a “typical” day, but you want to get a feel for the variety of activities and responsibilities in their work.  Of course, if you are talking to the owner of a company that has people/trainers working for them, you may want to modify to “a typical day for your trainers” or whichever position you are interested in.
  • It is always good to ask about the pleasures and frustrations they experience in their role/company.  This will help you be realistic about future positions you may land in.
  • I’d also recommend asking the person you are talking with to describe her perfect client, her company culture … all things to help you get a feel for if you’d want to work there or to help you narrow down the type of work you want to do and the type of environment in which to do it.
I hope these questions help Eileen. As I said, she is well on her way to a successful transition into my beloved profession.

We all need a little help from our friends via networking, informational interviews, and thoughts on how to prepare. What tips do you have for informational interviews?

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Monday, August 29, 2011

MBTI and DISC

On a recent LinkedIn discussion, Greg Carpenter asked about a comparison between MBTI and DiSC.  Here is my response, including the Inscape Validation Report I mention.  Let me know your thoughts on this!
Inscape Publishing researched this several years ago.  I just uploaded the report for you on my blog for easy access.  Here’s the file link:  Everything DiSC Classic Validation Report.

There is not a perfect comparison as the two theories are looking at different aspects of self, however expected correlations did show up for certain aspects of the instruments.  Inscape’s research showed that the Influence (i) style of DiSC had a strong positive correlation to the Extravert preference on MBTI, while the Conscientiousness (C) style of DiSC moderately correlated to the Introvert preference.

The Thinking/Feeling scale of Myers-Briggs was also expected to have a correlation.  The Influence (i) and Steadiness (S) styles both showed a statistically significant positive correlation to the Feeling (F) preference of MBTI.  While both the Dominance (D) and Conscientiousness (C) styles were expected to negatively correlate to the T-F scale, interestingly enough only the D scale showed the expected negatively correlation, indicated a Thinking (T) preference.  The C scale showed a slight positive correlation, but it was statistically insignificant so no definitive conclusion can be reached.

The S-N and J-P scales were not examined relative to DiSC. I’ve been working with both assessments for over 10 years, being certified in both.  I would like to see the comparison between S-N and DiSC.  In my experience, it seems that the Influence (i) style seems to have the most “big-picture” view of the world, with least attention to details, similar to the Intuitive (N) preference in MBTI.  The Conscientiousness (C) DiSC style seems to have the strongest focus on details and collecting tangible facts, more like the Sensing (S) MBTI preference.  DiSC D and S styles seem to be more integrated between the Global and Detailed views.
I’ve seen all four DiSC styles exhibit the range of J-P preferences, so no clear conclusion pops out to me there, from a theoretical or practitioner viewpoint.

Based on all this and my observations, I’d actually make a different comparison between the Keirsey Temperaments and DiSC styles than Kevin suggests.  I’d suggest the NF is most like the Influence (i) style, the NT more like the Dominance or D style, the SJ or SP could be more like the Conscientiousness (C) style or the Steadiness (S) style.

All that said, I’m an ENFP and a strongly inclined Influence (i) with Dominance (D) secondary style, and all this stuff fascinates me!  I want people to enjoy it and apply it for more effective results in life!  
p.s. Join my LinkedIn DiSC Assessment User’s Group – I just created sub-groups for each of the D-i-S-C styles to connect as well!

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