
Productivity Summit 2010 – Get Out of the Weeds!
Wednesday June 2, 2010 kicked off our First Annual Productivity Summit in celebration of Productive to the Max’s 10th Anniversary in business. Some 40 participants gathered for the event at the Hampton Inn and Conference Centre.
As participants arrived, they each completed a self-assessment to identify their own time management personality. Susan Blain, Director of Marketing and Sales, Ottawa Business Journal acted as our Moderator for the day.
Participants learned early on that this was a day of open discussion and involvement.
Opening Keynote
Ann Max opened the Summit with "Get Out of the Weeds", a lively presentation that both set the tone for the day and introduced the day’s program that comprised the 5 components of the Productivity Matrix:
Focus, Behaviour, Organization, Planning and Motivation along with the 5 Time Management Personalities. Ann pointed out how each of us can draw analogies from the varied definition of weeds to the obstacles that we meet in our own work environment and personal life that require us to embark on a clearing out , careful assessment, and organizational process before productivity can be achieved.
Focus
Marion Grobb-Finkelstein, Communications Specialist and Author, spoke about Focus: Turn Off Autopilot (and communicate productively). Marion’s presentation was structured around the term IMPACT: I – Impression; M – Message; P – Personality; A – Action; C – Concerns, T – Take Responsibility.
Marion led the group through a self-assessment exercise to determine which of the two communications personalities you were, i.e. Outspoken or Thought-Provoker. She then provided the group with tips for communicating with others if you are an ‘outspoken’ or a ‘though-provoker’ as well as tips or ‘rules of engagement’ when communicating with each type. In terms of Action, she noted that one needs to aim for excellence, not perfection and be prepared to take some risk. When dealing with Concerns (complaints) in the workplace or home-life, she recommended that you ensure you address your concern to the person who can action it, and that the problem be presented only when you can also present a potential solution to the issue. And finally be prepared to Take responsibility for your words and actions.
Organization
Ann Max’ presentation on Organization: Get your Ducks in a Row dealt with the 10 Steps to Organizing your Space, your Information, and your Work beginning with determining the answer to the number one question, what’s holding you back?
10 Steps to Organizing your Space and the question, “What’s holding you back?” did elicit a variety of comments from the group ranging from “I’d rather be outdoors working than indoors cleaning up this space” to “It’s an overwhelming ‘black hole”. Procrastination and the inability to actually break the task down into smaller chunks seemed to be key stopping blocks for many.
Organizing your Information covered all types of information including email, journals, reports, miscellaneous papers, etc. For most participants, email seemed to be the point of absolute overload. Ann gave us a number of easy tips to follow even if we have a totally overwhelming number of emails in our Inboxes. Best tip of all perhaps, start to use the Rules in Outlook to automatically sort some of those incoming email messages.
Organizing your Work included discussion of prioritization, and breaking the job into manageable bits and probably allowing more time than you originally thought for completion of the whole project. And, don’t forget to reward yourself when you have accomplished your goal!
Behaviour
After lunch, Susan Blain introduced the members of the Panel Session: Suzanne Corbeil, Corbeil Services-Conseils Inc.; Jeff Moffatt, Vice-President Client Services, Right Management; Margaret Pearcy, Director of Communications and Consultations, Office of the Superintendent of Financial Institutions. The topic was, Behaviour – Who’s running your day? Discussion was based on analysis of the 5 Time Management Personalities.
Each panellist had completed the self-assessment and shared with the group their challenges and methods for dealing with projects in the most productive way given their personality type(s). Panellists were indeed frank about their Time Management Personality styles. Each found themselves in more than one personality ‘camp’ although usually the weighting of scores showed one personality type to be dominant.
Some key points:
Margaret said she really found the Time Log practice worked for her. She said she sometimes was given to procrastination and had difficulty prioritizing. However she had learned that the key was breaking the tasks down into smaller chunks and tackling each in turn, plus, always allow a bit of extra time for completion because each project always takes longer than you expect. She noted that small rewards are in order for a job well done – just a special coffee or tea break will do – it adds a little extra motivation to the task at hand! She has been working with Ann Max for some time and was happy to note that she has improved her self-organization abilities dramatically but, as with many of us, she considered herself a work in progress.
Jeff noted that his Time Log results encouraged him to plan to delegate more tasks to others on staff that were well-equipped to handle them. Working in a multi-national company, he is involved in daily staff meetings with an international team providing updates on activities in real time. One of the tips he shared was that when you have created an A Team in your organization, you need to trust them to carry on with delegated tasks. He encourages self-identification of ‘strengths’ amongst the team members and encourages each of them to apply those strengths to the assignment of tasks making up any project. He also noted the importance of building wellness into the corporate culture and/or into your own schedule.
Suzanne felt she was an amalgam of at least three of the Time Management Personalities. She suggested that the keeping of a Time Log was a perfect opportunity to prioritize the roles and activities that you perform. She noted that in terms of her own personality(s), on the Perfect Pat side, she had learned that one needs to strive for excellence versus perfection and to remember that details are the servant not the master! Learning to Say No to new demands is an important skill. She said her Jumper Joe tendencies encouraged her to learn to avoid procrastination and not to jump to another task too quickly. Take a break! Suzanne also suggested that we all need to give ourselves a dollar-value in terms of the roles/activities we perform – an enlightening process! And remember that relationships are the key to success!
Planning
Conquer your Calendar was an ‘active’ planning/scheduling small group exercise. Each group had the challenge of reorganizing the day of fictional Pat Smith an Executive Manager in a mid-sized company.
The groups were tasked with applying the Priority Matrix as they interpreted the tasks of the day as Urgent, Important, Not Urgent, Not Important as well as the Pareto Principle: Concentrate on the 20% of your efforts that will bring you the greatest return.
Results: Each group arrived at a slightly different final Calendar, depending on the priorities assigned within each group. However, common to all were the delegation of additional certain tasks to the Executive Assistant, realistic time allotments for appointments that included travel times as well, substitution of conference calls for face-to-face meetings where possible, and Pat did manage to get out of the office that day on time!
Surprise Presentation – Afternoon Tea
Suzanne Nourse, Protocol School of Ottawa presented Productivity to the Tea, a discussion of the origins of tea (China around 2700 B.C.), a brief history of tea, types of tea available today, how to brew it.
Suzanne also demonstrated tea-related accoutrements and how to hold the tea cup (not with the little finger extended!!). Tea shops first opened in London, England in 1884 and today we are seeing resurgence in their popularity with more tea shops opening. Even the business world is discovering that inviting clients to afternoon tea is both cost and time effective.
Motivation and Closing Keynote
Ann Max closed Productivity Summit 2010 with, Motivation - Create your own Productivity GPS, emphasizing the necessity of making time for what’s important to you to achieve work/life balance, with planning, preparation, information, time management and communication being key elements to effectiveness. Ann noted that an occasional day of reflection or a scheduled half-day as a ‘catch-up’ day can often put us on the right track and reduce stress. She urged the group to be proactive not reactive. Set one goal at a time and effect one change at a time. Check out your systems and evaluate the processes continuously for ways to be more effective.
Click here to read more about our Presenters.
What did you like most about the Summit?
- Varied speakers
- New tips and that I’m normal!
- The experiences of panel was awesome; examples and solutions very helpful and informative.
- The calendar planning exercise really made me think about what elements need to be included for successful/effective planning.
- Energy, knowledge
- Actually, everything
- Small numbers – more effective interaction
- Ann, you are a terrific speaker
- Having some of your clients in the room who can share/speak about their experience with PTTM team.
- What one useful thing will you implement as a result of participation in today’s Summit?
- Close my door once in a while
- Outlook Calendar – use it more
- Planning my schedule – assign specific times for each activity
- Learn to train my assistant to perform new tasks that help
manage my time - Starting projects with the team and asking what strengths each can bring to each project
- I will work on email strategy – for myself AND suggest to
my boss (I’ll help) - Plan my breaks – and actually take them
- Will try that time and activity log
- Better use of the calendar; break down big assignments into smaller chunks; take time daily to get organized
- Schedule EVERYTHING strategically
- Stop playing the victim, take responsibility
- Aspire for greatness, not perfection
- Take chances
- Using calendar to manage to-do lists
- Stop being a victim, avoid credibility robbers
- I would like to implement all. Certainly not all at the same time but gradually setting aside an hour a day and start cleaning up
- Aim for excellence but not perfection
- Clean up my email
- Be encouraging
- Present solutions, not just problems
- Take some risks
- I called my assistant and had her remove the pop-up window that tells me when I had new email
- Move my 4500 emails into an archive file, and then start fresh
- Shut down email; check it periodically during the day as opposed to all the time!
- Encourage my staff to do the same






