Geeking Out: Goal, Time & Task Management
January 31st, 2012
My obsession to-date for 2012: tackling the three-headed giant of Goal, Task and Time Management. Like so many I’m searching for the elusive 25th hour in the day. I’ve always suspected it’s hiding somewhere behind the email backlog, office interruptions, and my general responsibilities as wife, mom and career woman in the tech industry. As luck would have it, “Time Bandits” was the topic of the Fort Collins Internet Professionals (FCIP) meet-up I attended last week, how apropos. Not only did I pick up some great new tech tools to help me in my quest, but I was delighted to learn I’m not the only one that adds completed tasks to my list just so I can see them crossed off.
Here is my new strategy:
Goal-setting with the 4-1-1: I’ve used the 4-1-1 method for years to manage my business and personal goals. In short, every Monday I set weekly goals that support my monthly goals that in turn support my annual goals. Keller Williams offers a slick online 4-1-1 that I update weekly, but you can also download a version at www.productivitywarrior.com.
Task Management with Wunderlist: I realized recently I developed a bad habit of co-mingling my goals and tasks. These two require separate management techniques. After reviewing different options I settled on Wunderlist to manage my tasks. Using Wunderlist, I’ve separated and categorized business and personal tasks. Lastly, per great advice from the FCIP meet-up, I’m maintaining a Top 6 list of the six tasks I must get done today.
- Here is a great article I came across when researching task management tools – “14 Online Task Management Tools.”
“Time…You Ain’t No Friend of Mine:” I’ve heard it over and over again, TIMEBLOCK. This is the year I embrace time blocking. A few techniques I recently implemented:
- I started with the worst offender – EMAIL. I now do a 10 minute check first thing in the morning followed by a mid-day check and one check in the afternoon. Email isn’t instant messenger so I need to stop treating it like that.
- Gmail Snooze – thanks to Patrick Quinn (@IamSigmund) I installed Gmail Snooze. This allows me to time-delay emails from appearing in my Inbox until I need to deal with them.
- Small pockets of time are a goldmine – good reminder last week from Ron Zasadzinski (@ron_z). Now that my tasks are organized it’s easy for me to check-in and find tasks I can accomplish within the small gaps of time that present themselves throughout the day.
- Lastly, I’m a morning person so when possible I’m moving meetings to the pm, dedicating my prime time to the Top 6.
I would love to hear what approach and tools you use to manage your goals, tasks and time. Please leave your comments below. I’m off now to cross this blog post off my task list [insert satisfied smile].
Kelli Wallace
Director of Technology
Keller Williams Realty of Northern Colorado
http://about.me/kellinwallace
@knwtech
I’m a compulsive note taker. Knowing that, imagine my anxiety as I sat at my luncheon table watching leading economists click through slide after slide of facts and data. Not that I didn’t come prepared – on the contrary I was well-equipped with my brand new tablet, trusty smartphone, and even good old-fashioned pen and paper. But my technology arsenal wouldn’t save me; I couldn’t type fast enough.
As the daughter of a life-long educator it is no surprise I gravitated toward a company that at its very core is dedicated to coaching and training associates. Keller Williams Realty is that company. In my role as Director of Technology, I get to teach classes as well as attend top-notch Keller Williams training events. Two weeks ago I had the opportunity to attend Ben Kinney’s class “Generating & Converting Online Leads.” Amongst other things, those of us attending now know what kind of Craigslist ads work, the best platforms and strategies for video marketing, optimal capture and conversion rates, and how the time of day for peak engagement varies per social media platform.

AUSTIN, TEXAS (September 2, 2009) —According to the J.D. Power and Associates 2009 Home Buyer/Seller Study, Keller Williams Realty, Inc., the third largest real estate company in North America, received the highest overall satisfaction ratings from home buyers among the largest full service real estate firms for the second year in a row. The company also ranked second-highest among home sellers in the study.
Last Thursday over 30 volunteers from Keller Williams Realty of Northern Colorado joined students at Putnam Elementary for reading time. Serving as morning mentors to the young readers, the brokers, administrators, and team leaders from Keller Williams enhanced the weekly program already started by bringing out more volunteers for literacy.