21 What are the greatest challenges you What are the greatest challenges youface with ?Too manyDistracting“Lose” important sForget to put s in file foldersUsing multiple devices that aren’t syncingJunkGroup
23 5 minutes or less – deal with it now 5 minutes or more – deal with it now ORdecide when you’ll deal with itTools to get throughTouch It Once * To Do This Week * Task List
24 Focused Work v. Multi-tasking Out of sight = out of mindTurn off alertsWork in a “batch” mode, not every time you pauseChocolate example – if you love chocolate and you’re trying to quit and someone puts it in front of you, hard to resist the temptation!Do check five minutes every hour, for example; wean yourself slowly if need be
25 Don’t let the tools rule you! Scan for urgency first, and quickly categorize your sLeave yourself time to process s every dayYour inbox should function like a short-term to-do listConsider what deadlines and commitments you have to meet, and prioritize your work (use task lists, save s to calendar, etc.)100 s a day = 2 hours of review time so budget accordinglyIf you use multiple platforms, use syncing for best use of time (Evernote, Outlook Tasks)
26 Making Time Use your calendar – if you schedule it, it will happen! Recharge your batteries – turn off!We are all super-connected and breaking this habit will take discipline and helpYour neuropathway needs to be reprogrammed and entrenched in the “new” habitIt takes one to two months to create a new habitIt takes discipline and work to change the current habit
28 REMEMBER: WE ARE NOT EMERGENCY PHYSICIANS Repetition creates a new habitDon’t expect perfection –if you slip, don’t give up, commit to the new habit againCreate measurement and accountability –Engage a colleague or family member to keepyou on track and “call you out” when you slipTrack your success dailyREMEMBER: WE ARE NOT EMERGENCY PHYSICIANSTHE WORLD WILL KEEP TURNING IF WE TUNE OUTAND RECHARGE!!
29 We train people how to work with us Use these tools to drive your productivity…Don’t let the tools drive you!
31 Final Tips forChoose certain times of the day to look at ; advise senders of those timesCreate channels for things like groupOn your tablet/handheld – set different “sounds” for important s you want to flagCreate rules for certain s, i.e. junk mailUse search filters like Xobni - XobniUse Microsoft Exchange to manage s on many devices
32 Accounting Many programs available and not an expensive purchase Quickbooks - View QB QB AnimateSimply Accounting - View SARB8, AnalyserExcel spreadsheets (included in Microsoft Office)NeatDesk – for expenses - View NDTaxes - TurboTax- H&R BlockRB8 – accounting did not work for me so abandoned it – tools MUST work for you
33 Inexpensive Billing Option A great tool for court reporters or small firms is Invoice2go - View I2GTour I2GDemo on iPad
50 Links ORGANIZATIONAL TECHNOLOGY Billing Production Presented by Kimberley Neeson RPR, CRR, CSR, CCP, CBCRealtime Systems AdministratorBillingInvoice2GoProductionYesLawRealLegalMin-U-ScriptTools of ConvenienceSkypeGoToMeetingWebExThe SmartPenThe Handheld ScannerScannerProApp
51 Links ORGANIZATIONAL TECHNOLOGY Little Black Book Sharing Presented by Kimberley Neeson RPR, CRR, CSR, CCP, CBCRealtime Systems AdministratorLittle Black BookEvernoteMicrosoft OneNoteSharingDropboxGoogleDocsYouSendItCreate Your Own FTP SiteGoToMyPCLogMeIn