Ask yourself:<ol><li class="ql-align-justify">Why are we doing this?</li><li class="ql-align-justify">How does it benefit our team?</li><li class="ql-align-justify">Which goals will it support?</li><li class="ql-align-justify">What behaviors should we encourage to adopt it?</li></ol>

When implementing a new tool

Planning is an essential component in organizations, encompassing meetings, work management, and goals. It helps streamline work by ensuring tasks are done correctly, on time, and with minimal waste. Planning provides clarity, accountability, and visibility to team members, enabling them to prioritize and progress efficiently. It also allows managers to monitor project progress without excessive control.

Planning

Chances are, even if you're using these tools, you're not maximizing their potential. Improper setup, training, and mindset are common causes of technology problems. Knowing how and when to use these five categories of tools is essential for effective team collaboration.

Operating in individual ways and using tools without proper collaboration creates problems

<ul><li class="ql-align-justify">Communication both internally and externally</li><li class="ql-align-justify">Planning the work</li><li class="ql-align-justify">Resources provided</li></ul>

There are 3 Foundations for Every Organization

The reality is, work overload is not caused by lack of time but by countless small inefficiencies that accumulate and drain productivity. Instead of focusing on important tasks, individuals get bogged down by daily minutiae, distractions, and inefficiencies. Addressing these issues requires team collaboration, coordination, and utilizing the right tools to maximize collective output.

We're ALL Drowning in Work

The Scavenger Hunt problem is common in modern businesses due to the prioritization of speed and convenience when saving or sending information, without considering long-term implications. Lack of proper training on information management compounds the issue in addition to optimizing solely for speed of transfer. It's important to prioritize the speed of retrieval when storing and sharing information. Taking a bit more time to create organized documents and add them to a knowledge base will ultimately save time and improve efficiency.

The Scavenger Hunt

Blake Eastman, founder of Nonverbal Group, identified 4 sources of friction in organizational behavior change:<ol><li class="ql-align-justify">Individuals resist change, hesitate to use new tools, and disregard potential benefits</li><li class="ql-align-justify">Leadership plays a crucial role in driving change; if leaders resist change, the team will as well</li><li>Lack of open and honest communication hinders team improvement</li><li class="ql-align-justify">Misaligned expectations can lead to discouragement or giving up if immediate improvement is not seen</li></ol>

Changing Behaviors

Effective communication is crucial for business success. Without it, errors occur, projects take longer, culture deteriorates, and work becomes frustrating. Improving communication is a cost-effective way to enhance operations, improve delegation, alignment, awareness, and productivity. For example, optimizing email usage can save over two hours per week per person. Regaining control of your inbox is achievable within a few training sessions, even if you have a large number of unread emails.

Communication

Problem 1: An unknown leader now public face of a company with a large team and numerous unaware clients.Problem 2: -$750K debt, -$450K yearly losses; Had to cash out 401(k), borrow $ from dad. Once a millionaire, now in debt.Problem 3: 20% new customer growth rate + 12% monthly cancellations ➡️ horrendous financial situation. Marketing fooled us, service was terrible.Problem 4: False rumors that I was running company into ground and should quit.Problem 5: We skipped the basics: no org chart, no hiring process, unqualified team members. We were fast but lacked essential principles.

We were a broken sink

Aligning as a team on tool usage removes roadblocks and speeds up work, creating a productive, less stressful, and enjoyable environment.But what tools?

SOLUTION

Teams need more than just short-term tactics. They need methodologies, structure, and guidelines. They need to understand how to implement the systems, tools, and processes readily available to them to executive effectively and collaboratively.

Looking back, Leverage was like a broken sink with water overflowing. I had two options: I could mop faster, or I could fix the sink. I decided to fix the sink.

Resources are an important but often overlooked component. It involves documenting company knowledge and digitizing it to save time and improve efficiency. This includes (1) creating a knowledge base for vital information and (2) documenting company processes, allowing anyone to complete tasks and reducing the risk of errors or disruptions.

Resources

Most tools are set up to provide the maximum number of notifications (pings and dings) by default. Be sure to look through notification settings anytime you install a new tool.

Teams often rush to hire more people when they are overwhelmed, thinking that it will solve the problem. However, this approach can actually lead to more issues. Complexity increases exponentially with team size, making workflows more complicated and hindering improvement. If the system is already inefficient, bringing in more people will not fully tap into their potential. Hiring more people may seem like a quick fix, but it ultimately adds to the complexity.

"More People, More Problems"

For Communication:<ul><li>Use email tools for communicating with people outside the organization</li><li class="ql-align-justify">Use internal communication tools, like real-time messaging, for team communication, not for managing work</li></ul>For Planning:<ul><li> Use work management tools for getting work done, including one-off tasks and projects</li></ul>For Resources:<ul><li>Use knowledge base tools to store critical information</li><li class="ql-align-justify">Use process management tools to document and optimize recurring processes</li></ul>

The Tools Needed

Transform from overwhelmed to productive with this guide to reclaiming a valuable business day each week for your entire team.

Wall Street Journal Bestseller!The practical guide to go from “drowning in work” to freeing up an extra business day per week for everyone on your team.“There just aren’t enough hours in the day to get everything done!” Sound familiar? Forget the old concepts of time management and the hustle culture of working until you burn out. You and your entire team can get more done, in far fewer hours, with the right blueprint. Come Up for Air is that blueprint.Through years of building a leading efficiency consulting business, Nick Sonnenberg has discovered the primary reason why so many teams are overwhelmed. It’s not because they don’t have enough time, managers expect too much of their employees, or there aren’t enough people. The problem is that everyone is drowning in unnecessary work and inefficiencies that prevent them from focusing on the work that drives results.In Come Up for Air, you’ll discover the CPR® Business Efficiency Framework, a proven system for leaders, managers, and teams to maximize their performance and reduce overwhelm by using the right tools in the right way, at the right time. The end result? More output, less stress, happier employees, and the potential to gain an extra full day per week in productivity to use however you’d like.You’ll learn the proven empirical strategies from someone who not only turned his company around when it was on the verge of bankruptcy, but has also helped thousands of organizations around the world become more efficient and leverage the right systems and tools for explosive growth. Come Up for Air is the employee manual you never received.Turn to Come Up for Air to:<ul><li>Gain an extra full day per week in productivity for everyone on your team.</li><li>Reduce stress and burnout by creating a more stable work environment.</li><li>Eliminate the 58% of employee time per day spent on “work about work” instead of being productive.</li><li>Improve company culture by empowering your team to spend their time on work that matters.</li><li>Save an average of two hours per week just by optimizing email with the R.A.D. System.</li><li>Stop wasting time on the “Scavenger Hunt” of trying to find where information is stored.</li><li>Increase employee happiness, satisfaction, trust, and retention by making work easier.</li><li>Stop wasting time in meetings with four proven techniques.</li><li>Supplement your learning with free content and in-depth instructions.</li></ul>

KEITH FERRAZZI

Similar ideas

Characteristics of the “build” workplace strength

Provide guidelines

Don't invest if you don't understand