Workload Triage

I often write on workload management. But even I occasionally get overwhelmed by the sheer volume of requests and assignments. (I’ll bet David Allen, the author of Getting Thing

woman screaming
s Done
, does, too.) I’m in such a state right now.

In the last week I’ve had a quarterly board meeting, quarterly all employee meeting, monthly business review meetings, an all-day session with an outside consultant, a major author meeting, and my usual weekly one-on-one meetings with my direct reports. That doesn’t even account the 997 e-mails (yes, that’s the exact count as of 10 minutes ago) that I have received in the last two weeks or the various ad hoc phone calls, letters, and meetings. No wonder I feel overwhelmed!But your life is probably no different. The reality is that all of us have more work that we can possibly do. When you add to this the demands of a regular exercise routine, family, church, civic duties, and some semblance of a social life, it becomes impossible.

Here are six things you can do to cope. (Trust me, I am preaching to myself!)

  1. Acknowledge that you can’t do it all. The idea that you will eventually get caught up is a myth. It’s impossible. You have more work than you can reasonably expect to get done. And unfortunately, your workload is not static. Even now, while you are reading this, your inbox is filling up with fresh new tasks.
  2. Accept the fact that some things won’t get done at all. This flows from the first item. You have to make peace with the fact that you must leave some things undone—for the sake of your own sanity.
  3. Practice workload triage. On the battlefield, medics have to decide where to apply their limited resources. They can’t help everyone. According to Dictionary.com, “triage” is

    the process of sorting victims, as of a battle or disaster, to determine medical priority in order to increase the number of survivors.”

    Some patients will survive without medical care. Some won’t survive even if they have medical care. Applying triage means ignoring these two groups and focusing on those that will only survive with medical care. Your workload is similar. You must know which things you can safely ignore and which things demand your intervention.

  4. Categorize your tasks by priority. In my view, this is the one thing missing from David Allen’s system. It assumes that all tasks are equal. Or to say it another way, you can only decide a task’s relative priority in the moment.

    In my experience, this does not work. I end up with hundreds of tasks I must review every day. My eyes glaze over, and I fall prey to what Charles Ummel calls the Tyranny of the Urgent.

    Instead, I like the Franklin-Covey method of assigning a priority tag to each task:

    A—urgent and important
    B—important but not urgent
    C—urgent but not important
    D—not urgent or important

    I personally categorize each task with one of these tags. At the beginning of each day, I focus on my A’s first. If I get those done, I move to the B’s, then the C’s.

  5. Practice “intentional neglect.” Many people practice the opposite—unintentional neglect. They forget to do something or they are late in meeting their deadlines. They don’t like this behavior and neither do those who are counting on them. But this inevitably happens if you don’t practice intentional neglect. You must decide in advance that you will not do category D tasks. They are neither urgent nor important. They are simply not worthy of your time or attention.

    “But,” you may ask, “what about tasks that I don’t think are important but someone else does?” Great question. Let me give you an example. Sometimes my Board (yes, even I have a “boss”) asks me to do something that I think is a waste of time. I don’t regard it as important. But, because I serve at their pleasure, I re-categorize it in my mind as important. Why? Because keeping my Board happy is very important. I really like my job and would like to keep it. Sometimes, it is a simple matter of re-framing the task.

    On the other hand, I recently received a lunch request from a woman who is an acquaintance. She is looking for a job and wanted to discuss career possibilities at Thomas Nelson. This is no doubt important to her and possibly urgent. For me it is neither, so I redirected her to someone in our Human Resources department.

    The bottom line is that you must learn to say “no” to the unimportant tasks, so you can say “yes” to the important tasks and actually get them done.

  6. Do the next most important thing next. Multi-tasking is a myth. You really can’t do more than one thing at a time—at least more than one thing that requires focused attention. So get your list of priorities, do the most important thing first, then move to the next item and work down your list.

For today, I have six things I’d like to accomplish: one of them is an A, four are Bs, and one is a C. I’m starting at the top and working down the list.

Question: How about you? What do you need to accomplish today?
Disclosure of Material Connection: Some of the links in the post above are “affiliate links.” This means if you click on the link and purchase the item, I will receive an affiliate commission. Regardless, I only recommend products or services I use personally and believe will add value to my readers. I am disclosing this in accordance with the Federal Trade Commission’s 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”

Building Champions has been coaching me since 2002. They have taught me to be more proactive and intentional in both my business and personal life. Visit their Web site to learn more and see their special offer for my blog readers.


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Posted on 23 May 2007

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15 Comments so far

  1. I’ll add one more thing that helps me get everything done: take one day at a time and don’t look at the entire list all at once. When I look at the many things that need done–meeting my deadline, reading contest entries I’ve been asked to judge, doing promotion for upcoming books, answering my two hundred plus emails a day, tending to CEO duties for ACFW–it can feel like there’s no way I can manage them all.

    But I’ve found if I do TODAY what I can do, somehow I manage to get the urgent AND important done on time.

  2. Susan Martin says:

    Your posts are always inspirational!

    One might also consider looking at your goals and your strengths, first. By keeping goals and strengths top of mind, you can more easily determine priorities, perform triage and pinpoint what to delegate.

  3. Jason Epperson says:

    In my experience, perhaps your most important point was listed last: “Multi-tasking is a myth.” I always feel like I’m the only person yelling “The emperor has no clothes!” when experts yammer on about accomplishing more than one thing at a time. “Focusing” on multiple items is nonsensical.

  4. Rachel Hauck says:

    Great post, sir. Thank you for the inspiration.

    I try to prioritize by work and values.

    For example, meeting a deadline is priority. It’s my job and comes with expectations and commitments.

    Second, what are my values? Time with the Lord. Time with friends. Serving and ministry.

    All else is subject to those things.

    A lot of times, a task or issue comes up that seems so important, but if I stop and evaluate it, I realize it can wait.

    I’m not perfect at managing my schedule, but in my mind, it’s a utopia, of course. :)

    Mike Bickle’s The Power Of A Focused Life had been a great inspiration to me, too.

    No matter what, prioritizing and scheduling is key to achieving any objective. Otherwise, we find ourselves ten years down the road wondering what happened.

    Rachel

  5. Anonymous says:

    Great comments, especially on the multitasking. Everyone seems intent on jamming each day with so much stuff that’s overloaded. I saw an article in the local paper about teenagers now doing homework while they surf the net and text message their friends–and talk on the cell phone. Yikes! If you have to multitask to fit everything in the day, you have way too much to do. Multi-tasking is not worth burning yourself out over.

  6. John Taylor says:

    Thanks Michael,

    I really needed to read your post today.

    This has been a month when more has come my way than I can possibly do, and sometimes its difficult to tell those around you no.

    You’ve reinvigorated my day, and strengthened my commitment to review my priorities.

  7. Dave Anthold says:

    I usually try and put my tasks for the next day down on my to-do list before I exit for the day, but it doesn’t always happen that way. I try and leave some flex time in my schedule to account for the “unexpected” which often times occurs more often than I would like to admit.

  8. GordonG says:

    I have tried prioritizing by A,B,C,D and found the best way to think about these categories is:
    A = Absolutely MUST be done today
    B = Best if done today
    C = Could well be done today
    D = Doesn’t have to be today, but must be done soon.
    E = Eventually
    F = Forget it!

    Gordon

  9. Andrea says:

    One “techinical” question…
    Reading your blog, I see you are using Outlook. So, how do you assign A,B,C,D to tasks?
    In addition, considering GTD methodology, when do you assign A,B,CD to tasks? Processing your inbox or doing your weekly review?
    Thanks,
    Andrea (Andrew) from Italy

  10. Andrea,

    Actually, I am using Entourage, which is the Microsoft version of Outlook for the Mac. I use the priority field. It has five settings from “lowest” priority to “highest.” I use the top four to correspond to A, B, C, D.

    I set these in my daily preparation.

    Thanks,

    Mike

  11. Todd O says:

    This is a great reminder to prioritize what we are doing with our time. Too many times I find myself doing the things that are neither important nor urgent just because I enjoy doing them.

    I also love the priorities that Gordon suggested, easy to remember and very useful!

  12. Scott Winter says:

    To Andrea -

    Franklin Covey has an Outlook plug-in called PlanPLus for Outlook. It is invaluable to anyone who uses their methodology, and for prioritizing their tasks like Mike suggests. One of the best features is a “PlanPlus Home” screen that shows you everything in one view – Prioritized Daily Task List, Calendar, and email.

    You can download a free trial at http://www.franklincovey.com.

    Hope it helps.

  13. Mary says:

    I have just finished reading “The Ultimate Sales Machine” by Chet Holmes, Michael Gerber, and Jay Conrad Levinson (which is strange because I’m a software developer.) The best tip I got from this book is to take your daily to-do list a step further from prioritizing by scheduling (and applying a deadline to) each task. I couldn’t believe I have never thought of that – I just work on the first item until it is done and then proceed to the next. Much of my work is open-ended meaning I can devote more and more time trying to make the finished product better and better. Having my tasks scheduled helps me pick up the pace and strike a better balance between working quickly and working well.

  14. cjw says:

    Getting things done is a great concept. It's how I discovered Outlook Track-It. Google it! It's a program/plugin for outlook that lets you flag emails for followup reminders.

  15. Yellob says:

    Great Stuff!…. However I am sure most of people can't distinguish between "Important but now Urgent" and "Urgent but not Important". May be you can give me more details as how you categories them.


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