Do you want to get yourself better organized this year so you are ready to lead more effectively?  Then these two tools will help you!  Yes you!

 

At High Performance Leaders Inc., we help develop leaders to be more effective, everyday!  Although there are many important aspects to being an effective leader included in our program, one straight forward but critical way is to get and stay organized.

 

Unfortunately, too many leaders say they want to spend more quality time with their teams, have more focus on their top priorities, and feel less overwhelmed.  Sound somewhat familiar?  Two vital tools that can dramatically assist with these far too common issues is Leader Standard Work (LSW) and a personal planning sheet and routine.

 

To assist in these areas, download these free basic LSW and personal planning templates and start off the year more organized!

 

Download tool here

 

Leader Standard Work

 

If you think LSW doesn't apply to you or your position, you are missing out on a very helpful tool.  LSW is not only for first line manufacturing supervisors.  It's a powerful tool for any leader in any business at all levels.  Another myth is that a leader's job is not standard, so therefore LSW will not work.  Absolutely there are aspects of a leader's responsibilities that are not standard, however, there are likely many responsibilities and actions that are standard when you step back and evaluate what needs to be accomplished.

 

LSW is simply an organized list of the most important responsibilities, actions, or tasks that a leader needs or wants to accomplish, and the frequency with which they need to be completed.  This list then is used to remind the leader what they need to get done.  When integrated into a robust scheduling and personal planning routine, it will result in improved results, accomplishments, and feeling of accomplishment.  It will also avoid important things from falling off the radar over time or when things get hectic.

 

Read more here on developing leader standardized work

 

Download template here

 

Personal Planning

 

Surprisingly many leaders also only use their calendar and maybe a note book for personal planning purposes.  This can lead to losing control of your time and schedule, and not having time to get to those things that are most important to get completed.  Important tasks or follow-up items may get buried within the notebook and get overlooked or forgotten.

 

A regular personal planning routine of reviewing your LSW, scheduled and new meetings, your priorities, outstanding actions and follow-up, is critical to being an effective leader.  Coupling the routine with a single page weekly planner can have a dramatic impact on a leader's effectiveness.

 

Update and revise your personal planner once per week, print it out and then keep it up-to-date throughout the week using the old pen and pencil method, or maintain it live on  your computer.  Your choice.  Add tabs to keep a log of actions or tasks that need to be completed at some point in the future, but that you don't need on the current week's planner.  Categorize the tabs based on key areas of your life such as, "Follow-up", "Actions", "@Computer", "Errands" etc.

 

If this sounds basic to you, great!  You should be all set and maybe already effective in this regard.  However, indications are that many leaders lack a robust planning and organizing routine.  A 20 minute weekly planning routine is all that is required to get organized and stay on top of the important things.

 

Read more here on personal planning

 

To assist in these areas, download these free LSW and personal planning templates and start off the year more organized!

 

Download template here

 

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Leader Standard Work & Hitting Targets

 

Combining a robust leader standard work routine with setting and hitting targets can be a powerhouse that delivers results!  It's not just a shot in the dark!

 

If you have followed my posts, you'll know that I've been a strong proponent of leader standard work (LSW) for a long time, however, I was reminded recently of the power of combining standard work and the setting and hitting of targets.

 

Each month I reset my standard work for the new month.  It starts by reviewing the previous month and reflecting on what worked, didn't work and why, and identifying any new priorities.  Then the baseline is revised by making some adjustments, adding or deleting tasks, or changing the frequency of some tasks.  I also include certain non-work items within my LSW.  These are things that are for personal or professional development, important family responsibilities, or when I'm trying to create a new habit.

 

Although this is a personal example, it still shows the power of combining LSW and targets.  At the beginning of last month when I was doing my LSW review I found that I was not happy with my daily exercise results.  It had been very inconsistent.  Although I was running, the frequency was very intermittent and inconsistent.   There were always reasons why for each miss, but when seeing the results for the month, none of them mattered, the result was the result and it wasn't what I wanted.  So,  I decided I needed to do something about it!  First, I added a "Daily Exercise" task to my LSW, and second, I set a distance target for the month.

 

The month started off well.  I was exercising more regularly and I was well on my way to achieve my distance target.  It was working!  Then, by conscious choice, I missed about a week.  With about a week to go in the month, even if I got back to my routine, I wouldn't make my distance target.  At least, not doing what I had been doing before the break in the routine.  I couldn't make up for the days I didn't exercise, but I could do something different for the days remaining in the month.

 

I changed the time of day when I would exercise.  This helped overcome some of the challenges (a.k.a excuses) that were creating barriers to my daily exercise.  Then, I started running further than I had been before to make up some of the distance.  Some may consider running further than usual was somewhat cheating, and perhaps it was since the intent was not the distance per se, but rather to exercise regularly.  However, on more than one occasion in that final week of the month, I exercised when I probably wouldn't have.  I had a strong desire to hit and exceed my distance target, AND, I wanted to check off my LSW each day indicating that I had exercised.  It worked, I exceeded my distance target with a day to spare, but I ran the last day of the month anyway so that I would have exercised every single day for that last week.

 

Maybe a simple personal example, but combining LSW and targets is a powerful tool and is equally effective in a business environment.  The target will give you the motivation to keep working at it and to find ways to achieve it, while the LSW will give you the reminder and sometimes push to take the necessary steps, or to complete the appropriate tasks, necessary to achieve the target.

 

In summary, here's a few key points to consider:

 

  • Reflect on your LSW each month and reset it based on lessons learned and new priorities.
  • LSW can include personal and professional items.  It's yours, so make it work for you!
  • Set challenging targets, then look at how to combine with LSW to assist in achieving the targets.
  • Don't beat yourself up for missing some LSW items when looking back, but rather figure out why you missed them and implement mitigation actions to achieve them going forward.

 

See more of Glenn's posts, HERE

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I’ve never understood why so few leaders use Leader Standardized Work (LSW).  I’ve found it to be a great tool to help me be a more consistent and effective leader.  I’ve used LSW for years.  For me it’s my little voice reminding me of the most important things I need to do or that I want to do to be successful when leading.  Regardless of your responsibility, there is a certain component of it that is repeatable and therefore LSW is for, well, everyone!

 

Here’s some key points I found useful when it comes to LSW:

 

1.  Set-up LSW with a designated section for daily, weekly, monthly and Mid-long term (quarterly, semi-annual) based on frequency of completion of the task.

 

2.  Place tasks in the LSW that are important to YOU, that you must get done and also the ones that you want to ensure get done, checked, or confirmed because they are important to you or your business.

 

3.  Set your LSW up on a monthly basis, refreshing it at the beginning of each month.

 

4.  Have a method within the LSW to indicate which days you are on vacation and differently identified when you are out of the office on business.  This will help you plan more effectively when you complete tasks or provide you the opportunity to delegate if necessary.

 

5.  LSW should be dynamic, not static.  It’s ok to add and remove items from your LSW.  As priorities change, new systems develop, metrics improve or degrade, you may find that you need to make adjustments as to what you’re doing or what you’re checking and confirming.

 

6. LSW is for you, not anyone else.  It’s fine to show people your LSW, but I don’t advocate posting it.  It’s more effective if you carry it with you at all times to help you actually execute to it versus showing others.  As a leader, you should be checking your teams LSW periodically as well.

 

7.  If you’re not getting to something on your LSW, don’t beat yourself up, but rather find the root cause as to why you are not getting it done and determine what you need to do differently to achieve it.  After all, the items on your LSW were put there by you because you either need to get them done as a core responsibility of your job, or they are most important to you.  Use it to improve your self-discipline, motivate you, or to remind you to just do it!

 

8.  LSW must be an integral part of your personal planning system and routine.  It must be integrated with your schedule, your follow-up system, and your to-do lists.

9. Print out your LSW for the month, update it daily throughout the day as you complete tasks, and “pencil” in additional LSW tasks as you’re thinking of them throughout the month.

 

10. When you get really busy, that’s when you need your LSW the most.  Don’t abandon it then.  Use it to help you get the most important things done.  In a pinch when you just can’t do everything, use it to make an informed decision as to what will and will not get done.

 

I use an Excel spreadsheet for my LSW. To make things easier, I've added some conditional formatting for visibility of weekends, business travel, or when out on vacation. I prepare the LSW for the month, print it out, and then use it daily by marking tasks using a pen. LSW is an integral part of my daily, weekly, monthly planning system.

 

I hope you found this helpful. Are there any key points I've missed or in your experience you feel are most important?

 

See more of Glenn's posts HERE

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