In this week’s episode, I answer a question about managing a long list of projects.
Hello and welcome to episode 40 of my Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show.
This week I have a question that may not affect everyone all the time, but I think it can become a problem from time to time. That is the problem of project overwhelm. Having a very long list of active projects. How do you manage them without missing something important?
But before we get into this week’s question I’d like to thank all of you who have enrolled in this year’s Time And Life Mastery Course. It’s so very exciting to see so many of you there and I am convinced this course is going to change your life for the better. If you haven’t enrolled, It’s not too late. Details are in the show notes.
Okay, it’s time for this week’s question, so that means it’s time to hand you over to the mystery podcast voice, for this week’s question.
This week’s question comes from Denrael. Denrael asks: how do you organise when you can have literally hundreds of open projects. I run a Pro Service group, and at any time, we could be engaged in, planning or bidding up to 100 different engagements.
That’s a Juicy question, Denrael. Thank you.
Before we get into this question allow me to remind you all that we only have twenty-four hours a day. So it really doesn’t matter whether you have ten projects or 100. You will always be limited by the amount of time you have each day. This also means it doesn’t matter how many tasks you have on your daily task list, you are ultimately limited by the amount of time you have each day. So no matter how heroic you think you are, the powerful force of time will always stop you.
However, for anyone suffering from project overwhelm here are a few tips that might help you become less overwhelmed and more in control.
The first step is to go through your projects and see if they really are projects. A lot of projects have become projects by accident and a five-minute spell focused on the project could get it completed and archived.
As you go through your projects ask yourself a number of questions. Questions like “is this an active project?" Or "is this project really important to me?" What you are trying to do is reduce your active project list as much as you can. In a sense, you are pruning so you can give yourself space to breathe and grow. This is a place where you are going to have to be very strict with your criteria. Be very clear about what an active project is and apply that rule very very strictly.
Another way to reduce an active project list is to use a “Someday | Maybe” folder. I find when my active project list starts to bulge it’s because I have a lot of “I wish to do” projects. The problem with “I wish to do” projects is they are often not important and were created on a whim. After the passage of a little time, your enthusiasm for the project diminishes and if that is the case either delete it, archive it or just put it into your Someday | Maybe folder. You can always come back to it again later if you wish.
In your specific case Denrael, I see a potential problem. If you are using a task manager app to manage all your customer engagements you are probably using the wrong tool. When you have “literally hundreds of open projects” relate to different customers and clients that sounds very much like a job for a Client Relationship Management system. It is possible to manage a large number of clients in a task management app, but you are going to have to do a lot of hacking and modifying and there is going be the need for a lot of updating. That alone is going to take up time. Time you probably don’t have.
I would suggest you look into a robust CRM system to manage all your customers, proposals and bids. That what a CRM system was designed to do and the best ones do that job very well.
Another way to manage a long list of open projects and one of my favourites is to focus your attention on the labels or contexts. The Getting Things Done system was designed for a long list of open projects because you don’t focus on the project you focus on the tool, place or person you need in order to complete a task. In your case, you may have a list of bids to follow up on. If you create a label or context such as “follow up” you can access this list every day to check which proposals or bids you need to follow up on next. You can break it down still further by creating labels such as “Follow up by Phone” and “Follow up by email” if a simple follow up label generates a long list.
The reality is if you are having to manage a long list of open projects you have to get very smart. Planning what needs to get done the next day instead of planning what you would like to get done is crucial. But you also need to be looking out further to the rest of the week and the whole month. What projects must be completed this week? What projects must be completed this month? These questions need to be answered every week and every month if you are going to stay on top of everything.
You need to be very clear about what “completed” actually means too. My guess is just sending out a bid, following it up a few days later is not really completing the project. A completed project would be the bid being accepted and the service being delivered. The bidding process is just the start. The outcome you desire is the bid being accepted, a service being delivered and the money owed coming into your business. So how you structure the project may be another area where you can slim down your projects list. You can divide up a project into the different stages. For example, “the bidding stage”, “the delivery stage” and “the collection stage”. Again, if you create labels for each stage it will allow you to filter tasks down to what needs to happen next on each project. These tasks can then be assigned to the right people within your company.
In that example, your projects would be organised by customer or client. Having a templated project you can call up, duplicate and assign to a new customer will save a lot of time and you can pre-populate the project with your process. Most to-do list managers allow you to create templates and the more advanced to-do list managers will allow you to assign dates in the form of “start plus 3 days” etc. This would then allow you to remain focused on your daily task list as that would be an accurate account of what needs to happen that day.
For any of this to work seamlessly requires a lot of good habits. A daily review of work done and work that still needs to be done is a must. On top of that a strong weekly review that assigns some clear objectives on your projects. For example, “get bid to Client B out by Wednesday” and “follow up on Client C on Monday” these tasks need to be prioritised and dated so they come up on the right day allowing you to have enough time to do the necessary work to complete the objective.
There are a few other, little things that can be done to save time. Automating as much of the work as possible using tools such as IFTTT or Zappier and templating forms and regularly written emails can save a lot of time and effort. But it all comes back to the one thing you cannot control. Time.
No matter how much work anyone has, we will always be restricted by the amount of time we have each day. The key is to find ways of reducing the time it takes to complete tasks we have to perform on a regular basis. Thinking in terms of what you are trying to achieve rather than focusing on the tasks can help. This can reduce the number of steps it takes to get a project to completion. Is the goal to follow up on a bid or is the goal to get the business? If the goal is to get the business, one phone call may achieve that, rather than a ten-day follow-up process involving three emails and a phone call.
Managing a long list of projects is always going to be a challenge and there is no one way that will take away those projects. If a project needs doing, it needs doing. Our goal is to find better and more efficient ways to get those projects completed. Never forgetting what your objective is will always help to reduce the list of tasks. A mistake so many people make is they focus on the tasks and not the outcome. Always remember what the desired outcome of the project is, be very clear about what it is you are trying to accomplish and you will go a long way to making even the longest project list manageable.
I hope that has helped, Denrael.
Thank you all for listening and please don’t forget if you have a question about productivity, time management, goal setting or self-development then please get in touch by email, Dming me on Facebook or Twitter and I will be very happy to answer your questions.
It just remains for me to wish you all a very very productive week.