efficient librarian: workflow · 1/3/2019  · workflow tips and tools to save time and reduce...

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Efficient Librarian:

Workflow

Tips and Tools to Save Time and Reduce Stress

Presented by Doug Crane

Director, Palm Beach County

Library System

3/19

Purpose of Workshop

Intentions for Today

Who Am I?

Efficient Librarian

An Efficient Librarian is an elite knowledge worker navigating the complexity of the post Internet information world.

Types of Engagement

Task Job vs. Knowledge Job

Three Reasons For Stress

Who Has Heard of GTD

What how familiar are you with Getting Things Done (GTD)?

• Never Heard of It• Glanced at the Back Cover• Read Some or All of It• Read It and Applied a Few Pieces• Full Fledged GTDer

Workflow

The Knowledge Worker Widget

GTD Five Stages of Workflow

✓Capture

✓Clarify

✓Organize

✓Reflect

✓Engage

Use Your Inbox

Ineffective Inboxes

Mind Sweep

•Projects•Commitments•Upcoming Meetings•Staffing Challenges•Noteworthy Events•Waiting For Items•Professional Development•Books to Read•Financial Concerns•Maintenance Issues

Workflow Diagram

The Inbox Oath

My inbox is NOT a storage

location.

It is a PROCESSING STATION.

Inbox Best Practices

Start Here

Two Big Questions

What is It?

Is it Actionable?

No Actions

What is the Next Action?

Two More Questions

Organize – Three Choices

Do It

Delegate It

Defer It

Important Paper and Email Folders

❑Action

❑Waiting For

❑Someday / Maybe

❑Read / Review

This Works for Email

The Standard for an Empty Inbox

Final PollHow often should you completely empty your inbox?

Test the Model

• Run an item from your mind sweep through the workflow diagram

• Determine which folder it should end up in

Take Time to Tidy Up

Weekly Review

Engage with Your List

“I didn’t need one ounce more of creativity and intelligence than I already was born with – the issue was where I was pointing it.”

David Allen

Did You Pay Attention?

What Are The Five Stages of Workflow?

✓Capture

✓Clarify

✓Organize

✓Reflect

✓Engage

Name the Functional Folders

❑Action

❑Waiting For

❑Someday / Maybe

❑Read / Review

What is the Standard for an Empty Inbox

The Strategic Value of Clear Space

Efficient Librarian

www.efficientlibrarian.com

www.gettingthingsdone.com

Conclusion

Doug Crane – Director, Palm Beach County Library Systemwww.efficientlibrarian.com

Phone: 561-233-2600 Email: craned@pbclibrary.org

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