Highlights from the 2023 Task Management & Time Blocking Summit

Posted on: March 13th, 2023 by Julie Bestry | 12 Comments

As you know from my post Surprising Productivity Advice & the 2023 Task Management & Time Blocking Summit a few weeks ago, I was set to spend three days at the beginning of this month attending, and being a panelist and presenting at the summit. This is the fourth year I’ve been involved, and it was definitely the best yet.

The theme of this year’s summit, One-Size-Doesn’t-Fit-All. Now what?, is dear to my heart. In February, the summit’s creator, Francis Wade, and Productivityist Mike Vardy delivered a pre-summit session to set the stage. Generally, Francis posited, when people are struggling with productivity (and this is true of tangible organizing struggles, too), they seek out experts, “gurus” who identify their so-called secret formulas. “Do this and all will be well!” And that may be true, but only for a while.

No one system for anything — career paths, life balance, making cookies, or having an organized and productive life — works for every person in every situation. At some point, it’s essential to take the guru’s advice and customize it for yourself so you can live an authentic life.

Even Marie Kondo, whom I chided for insisting her way was the one-true way (in my post The Truth About Celebrity Organizers, Magic Wands, and the Reality of Professional Organizing) has had to face the fact that her way doesn’t exactly work for the kid-filled life she now embodies. (See all the various recent articles with titles like “Professional tidier Marie Kondo says she’s ‘kind of given up’ after having three kids.”)

Early on, especially pre-internet, there were no centralized places to access productivity advice. Then, so many people got into David Allen’s Getting Things Done (GTD to those in the know) that it was evangelized everywhere. But with the expansion of the web, “productivity porn” proliferated, and people had (and have) access to so many options.

The problem? Whatever popular productivity methods are out there, people aren’t all the same. They are unique. As I presented in “Paper Shame” — Embracing Analog Productivity Solutions in an Increasingly Digital World:

Because I know my own style, I know what works best for me. Because I stay abreast of all of the options out there, I know how to suggest what might be best for my clients. And my job is to know that what works for me won’t work for each of my clients, and what works for my overwhelmed, 30-something client with ADHD and a toddler won’t be the same as for my single-dude on-the-road salesperson client or my new-retiree client whose spouse was just diagnosed with Alzheimer’s. We’re each unique.

So, it’s important to know that it’s normal if the productivity strategies that work for your bestie don’t work for you. As you read blogs and books and incorporate advice, instead of accepting every bit of it “hook, line, and sinker,” Francis encouraged what he calls an ETaPS framework.

Simply put:

Evaluate your current situation and needs
Target where you want to move the needle (and by when)
Plan how you’re going to incorporate change into your approach, and get
Support through coaches, friendly accountability, and exposure to a wide variety of opinions and methods.

The summit was one stellar way to get that exposure. 

These three jam-packed days included 27 recorded video presentations as well as live interviews, panel discussions, and networking at digital Zoom-like tables. It would be impossible to share all of the highlights, which ranged from Olga Morett‘s compassionate, vulnerable approach to “unmasking” and self-exploration for neuro-diverse individuals to Hanifa Barnes‘ framework for building without burnout (which included a deep dive into understanding circadian rhythms and body clocks for chronotypes — apparently I’m a cross between a wolf (night person) and a dolphin (insomniac).

Dolphin photo by Ádám Berkecz on Unsplash

Thus, rather than providing a full recap of the summit, I’m going to share highlights and snippets that caught my attention, and which I look forward to sharing with my own clients.

QUICK BITES

“The menu is not the meal.”

Henrik Spandet, while talking about the differences among task management, calendar management, and meeting management, cautioned participants to remember that a task list is merely a list of opportunities, just as a menu is a list of dining alternatives. One must prioritize to maximize the experience. You can’t expect to do it all, or do it all at once. (He did not, however, discuss the advantages of eating dessert first.)

“If you’re not doing what you’re supposed to be doing, just sit.”

Carl Pullein‘s take on self-discipline dovetails with my own advice for dealing with writer’s block, and it’s kind of like the reverse of the bartender yelling, “You don’t have to go home but you can’t stay here.” You don’t have to perform the task you’ve set for yourself, but if you don’t, then you can’t do anything else. No perfectionist procrastination by tidying your desk; no mindless scrolling.

Sit. Just sit.

And in sitting and not doing, you may find yourself motivated to start writing, creating, or tackling whatever you’ve been avoiding. If not, you will find yourself having to face the reason for your avoidance, which may prove equally productive.

During a third-day “Boundaries, Burnout and Balance: Finding Peace When Working from Home” panel with Renee Clair, Clare Evans, and Olga Morett, the concept of “the booty hour” came up — and how getting the butt-in-the-chair is that make-or-break moment.

Do, or do nothing, is a powerful choice. We are so fixated on never being bored that the idea of having to do nothing may make the thing we are avoiding suddenly a much more compelling alternative!

“What gets measured gets managed — even when it’s pointless to measure and manage it, and even if it harms the purpose of the organization to do so.”

Too often, Peter Drucker‘s quote is truncated as “What gets measured gets managed” but the full quote is so much more powerful. In other words, be aware of how your methods and strategies impact your work, but do not get so caught up in the minutia of how many emails you’ve cleared (or not), and focus on the bigger picture of accomplishing what you want and need to do.

Don’t spend so much time tweaking your systems to get a micro-percentage point of difference. Know what metrics will help you achieve the return on investment of your time, energy, and attention, and focus there. Prioritization can feel abstract, but pay attention to what has the greatest impact on your life, and what brings you closest to your goals.

“Busy leads to burnout; productivity leads to prosperity.”

Ayana Bard‘s message at the start of her five-part approach to mindfully productivity has been in my head for the past week. Her approach involves gaining clarity (and understanding yourself and your tasks so that you can prioritize), knowing where your time is actually going (by doing a time audit), and managing your attention and (mental, emotional, and physical) energy. 

Ayana accented the importance of mindfulness (i.e., paying attention with purpose), and noted that practicing mindfulness is easy to skip but not easy to do. (Hence the practicing part, eh?) She recommends incorporating mindfulness of your energies with regard to ultradian rhythms by working 90 minutes at top performance, taking 20 or so minutes for healing and recovery, and then starting another 90 minute cycle of top performance.

BOOK RECOMMENDATIONS

Professor Bret Atkins‘ presentation The Zen of Ten offered lists of ~ten (though he cautioned, not “top” ten) books (both well-known and a second list of sleepers), podcasts, videos, terms, and tools. The big-name list included works by David Allen, Steven Covey, Cal Newport, and Brian Tracey, as well as the “habits” triumvirate of The Power of Habit by Charles Duhigg, Atomic Habits by James Clear, and Tiny Habits by BJ Fogg.

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Slightly lesser-known gems ranged from The Autobiography of Benjamin Franklin (worthy of a future Paper Doll post), Ryan Holiday’s The Daily Stoic, Tony Buzan’s The Mind Map Book, 1908’s How to LIve on 24 Hours a Day by Arnold Bennett, and 4000 Weeks: Time Management for Mortals by Oliver Burkeman, about which I wrote extensively in Toxic Productivity Part 3: Get Off the To-Do List Hamster Wheel.

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There is no way to do his superb lists justice (and will be revisiting his other recommendations in future posts), but I will note that out of 22 highlighted books (yes, there were a few bonuses), there was only one book authored by a woman: Molly McCarthy’s The Accidental Diarist: A History of the Daily Planner in America.

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I note this because it’s a more damning comment on the publishing industry than of Atkins and his discernment. But that’s also a topic for a future day! 

Other books recommended by presenters were:

Why We Sleep by Matthew Walker

Time Surfing: The Zen Approach to Keeping Time On Your Side by Paul Loomer

SCOPE — IT’S NOT JUST A MOUTHWASH

Trevor Lohrber felt that the true key to time management is often reducing the scope of a task rather than trying to increase your productivity and ability to do more. After all, our time is limited by strictures — where we have to be and when and how soon the work must be completed. Trevor presented three concepts, but it was the idea of pacers that caught my attention.

Did you ever take an exam in school and spend so much time writing the first part of your essay that when they called “15 more minutes!” you had to rush through your remaining points?

Although the point of deep work is to get into flow, Trevor points out that we often hit a wall when we look up and realize, “Oops, I’ve run out of time!” He suggests that by becoming more aware of time passing while we’re within a block of time, we can adjust our scope.

Trevor encourages using gentle timers at fixed intervals during a time block; for example, every 15 minutes during an hour-long work session. They key points are that these aren’t alarms (in that they’re not alarming), but gentle sounds, like an ocean or wind chimes; set your “snooze” to 15-minute increments and you can brush it away with the flick of your finger across your phone.

The idea isn’t to startle you out of flow, but just lightly alert you to the passing of time so you can stop to consider whether you need to limit the scope of what you’re doing now so you can finish the whole task on time.

The benefits of Trevor’s approach is that these “moments of mindfulness” keep you from going down any rabbit holes and ensure you’re repeatedly reassessing the work to be done in the time allotted. It allows you to work smarter because you are reassessing your scope regularly through the process, and improve your focus because you’re more aware of the scarcity of your time. (Trevor also cautions that this is not ideal for creative tasks, like writing a key chapter in a novel, because that focus can lead to tunnel vision, something you want when you’re trying to finish your accounting but not so much when you’re trying to develop dazzling prose.)

THE HOCUS POCUS OF FOCUS AND WHAT’S GOING ON IN OUR BRAINS

Achieving focus is the Holy Grail of productivity. We can do a brain dump to make sure we’ve examined all of our obligations, prioritize so we can work first (and longest) on what matters most, and create blocks of time dedicated to that deep work. 

But how do we gather the motivation to get our tushies in the chair and then maintain our focus to actually get it all done?

This is where mindset is essential. Misha Maksin talked about the flow state, something we’ve covered here extensively, starting with Flow and Faux (Accountability): Productivity, Focus, and Alex Trebek (in the section called Sidebar on Flow and the Unpronounceable Mihali Csikszentmihalyi), and how four “mega” time wasters (anxiety, overwhelm, indecision, and procrastination) block our ability to achieve flow.

He casts it as a question of whether we are in a “primal state” where we feel we are under threat, ruled by our sympathetic nervous system, and using closed, contractive survival thinking, vs. in a “powerful state” ruled by the parasympathetic nervous system, thinking in an open and expansive, creative way. I mean, wouldn’t you prefer to be curious, compassionate, and joyous vs. fearful, anxious, and overwhelmed? I know Ted Lasso would!

Misha explained how the mechanism of unproductive behaviors starts with beliefs driving our thoughts, which then drive our emotions, which lead to our actions, and then results, and those results then determine our core beliefs. This means that results are both initially determined by past beliefs and reinforce future beliefs, in a perpetual cycle that, if our beliefs about ourselves or our abilities are negative, our results very likely will be, also.

However, we can rewire our mindset so that the driving force is not our beliefs but our decisions. Per Misha, if decisions determine thoughts, which activate emotions, which motivate actions, which produce results, which reinforce decisions, keeping us in that productive “powerful state,” — we have a much better shot at attaining flow in our work and joy in our lives. 

The key, Misha posited, was to notice when our brains are moving us to that ineffective “primal state” and use our tools to focus on making wise, proactive decisions rather than being ruled by the negative self-talk often inherent in our beliefs. Perhaps easier said than done, but it’s a powerful switch. We can decide to get our butts in the chair now rather than repeat a belief ingrained since childhood that we “always” procrastinate.

DRIVEN TO DISTRACTION

Dr. Melanie Wilson identified a three-part approach to changing reaction distractions, and while there are practical elements, this is basically a psychological approach.

  • Adopt a new identity, eschewing the one that says “I am an easily distracted bunny” and trading it for one that says, “I’m a focused, productive person.” This echoes what James Clear says in chapter 2 of Atomic Habits.
  • Identify your unmet (emotional) needs so you can stop using ineffective, distracting coping mechanisms. Wilson notes that certain feelings lead us to distract ourselves with unproductive alternatives — overshopping, overeating, drinking, gambling, compulsive social media scrolling — and that the common advice to replace those habits with more productive ones (go for a walk, read a book) fails because they don’t get at the underlying emotion that drives the self-distraction. If we can identify the negative emotion, we can satisfy it with planned activities that do satisfy it. For example, Wilson’s personal example was having ADHD and craving novelty. By planning her days with lots of intentional novelty built in, she was less likely to seek distractions (like compulsive shopping) when she was supposed to be doing deep work.
  • Acknowledge troubling issues (what she calls “gnawing rats”) instead of avoiding them. Wilson notes that scheduling quiet time to think (and not merely to meditate), journaling, praying, or planning time to deal with a distracting issue, you’ll be less likely to experience the  harsh (and distracting) negative side effects of those problems, like sleep issues, IBS, heart trouble, etc. 

BEGIN WITH PERFECT

We know there’s no such thing as perfection in achieving a schedule that doesn’t overwhelm. That said, there was a repeated theme across the summit, the idea of starting with a “perfect” or “ideal” week, beginning with a completely blank schedule.

Carl Pullein advice was to:

  • Block out your sleep for the amount you really need, not the amount you usually get
  • Create a morning routine and block time for that (and if that’s not when you want to be doing physical self care, block out the optimum time for that for your needs elsewhere in your schedule)
  • Section off one or more blocks for communication (like replying to emails) rather than having it be the task you return to each time you transition between meetings or projects
  • Create space for “dynamic” aspects of your calendar that change, like appointments. Carl noted that we all need to have blocks on our schedules for our “Core Work” — basically, the thing for which we are paid. For me, that’s time working with clients, and those blocks are fixed; I work on weekday afternoons. For a salesperson, that time is spent on sales calls, not in staff meetings.
  • Set boundaries for the available times for these elements (obviously, depending on the level of control you have over your own schedule). For example, Mondays are my Admin Days when I don’t see clients, and I only schedule personal appointments (doctor, dentist, haircut) on Mondays; if your energy levels make it hard for you to be creative in the late afternoons, make sure your core work isn’t scheduled at those times.

Anna Dearmon Kornick and Trasetta Washington both took a similar approach, hewing closely to the formulation laid out in the well-loved “Rocks, Pebbles, and Sand” story of filling a jar.

Using slightly different language, Anna described the elements as:

  • boulders — the immovable, important, but non-urgent essentials of life, like health and wellness, and maintaining our major interpersonal relationships,
  • big rocks — our high-priority, important-and-urgent-but moveable aspects of work, particularly our deep work focus,
  • and pebbles — everything else, the non-important/non-urgent to-dos from laundry to errands to all the random reports and meetings that endlessly tend to crowd us out of our own lives if we do not preserve our boundaries.

Anna encouraged designing one’s week with four concepts in mind:

  • Parkinson’s Law — Basically, work expands to fit the time available.
  • Planning Fallacy — Due to an optimism bias, we consistently underestimate the time it takes to complete tasks.
  • Time Blocking — The act of carving out specific sections of our schedule for specific categories of tasks
  • Task Batching — Grouping thematically or platform-related tasks together, like replying to emails or sourcing graphics for blow posts.

Meanwhile, Trasetta added an element to the story, with the professor being prepared with containers of big rocks, pebbles, sand, and two beers (indicating always having time in your schedule for a friend). Her approach to designing the perfect week included color-coding (and name-theming) calendared categories with:

Green Machine — tasks that drive revenue
Blue Skies — educational and personal development
Mellow Yellow — self-care and rest activities
Red Tape — meetings, commutes, and essential but ultimately unimportant activities

She also added “advanced” operations, color-coding them as: 

Orange Operations — general business operations
Violet Vision — planning and strategic activities
Purple Passion — tasks related to community and spirituality

TECH OR NOT TO TECH, THAT IS NOT THE QUESTION

My own presentation,“Paper Shame” — Embracing Analog Productivity Solutions in an Increasingly Digital World, delved into the idea that focusing on what we need to do and then getting it done varies; it can be helped or hampered by a system or platform depending on our own personal needs and characteristics.

In our live panel, Ray Sidney-Smith led me and Misha Maksin through a discussion of “Paper vs. Digital in Time Management,” but it was less of a debate than the title might imply. We acknowledged that we each embrace a hybrid approach, whether by choosing disparate methods for different areas of our lives, or by combining them.

This year’s summit had the fewest presentations on using particular types of technology, and instead looked at platform-agnostic approaches to understanding your task management needs at a personal level. For example, Dr. Frank Buck‘s presentation on handling multiple projects looked at removing the friction often inherent in task management from three perspectives: using an analog (paper) approach or either of two different digital models.  

Again, not only does one size not fit all people, it doesn’t even fit all different versions of ourselves.

That said, Gynanendra Tripathi introduced us to his new player in the productivity realm, AlphaNotes, which seeks to help users “carve out their own trusted system for employing GTD elements.” They concentrate on leveraging digital storage and “lightning-fast query” ability to store and access information to support getting things done. The presentation went down a bit of a technical rabbit hole, but luckily, AlphaNotes has made an introductory explainer video.

ONE SIZE FITS YOU — TODAY

During a live recording of the Productivitycast podcast at the summit, Ray led Francis, Augusto Pinaud and Art Gelwicks in a lively debate and discussion about the concept of “one size fits all” within the framework of productivity.

Francis posited that we are inherently greedy — we want to do more and achieve more, and the concept of “more” means that we will eventually outgrow many of the systems, tools and methods we have in place. Augusto reflected on what happens when we reach capacity — this is where our geeking out on productivity (and not just productivity tools) comes into play.

 

 

 

 

    

 

 
Our skill sets may stay the same, but our tools may need to change. To the idea that “one size fits all” with regard to tools and platforms may fit just for that particular function, Art made a great metaphor about “pants” in the closet. Tuxedo pants, sweatpants, work pants, etc. all serve one narrow function, but each is not appropriate for other functions.

They’re all pants, they served the needs you have at a particular time, but we have to accept that we probably won’t find one pair of pants to rule them all. We have to stop to think, “What fits you now” and:

“What productive pants do you have on today?”

Later, during networking, a bunch of us continued the “one size fits all” and “productivity pants” metaphors and I got to shock the Art, Trevor, and many of the men, who had no idea that women’s clothing sizes are not based on measurements (waist, inseam, neck circumference, etc.) as mens’ are but are often arbitrary and conflicting, and that even the same size across different clothing designers, or the same size across different styles in the same designer’s line, won’t fit the same.

Just trying to buy a pair of pants can adversely impact productivity! Maybe we can discuss that at the 2024 summit?

12 Responses

  1. Julie Stobbe says:

    Thank you for the recap and many thought provoking ideas. This article also reassures me that I am on the right track for me. I use many different productivity techniques depending on the tasks I need to get completed. Understanding how you work, attention length, focus, interests, and strengths lets you adapt your work method to get things done.

  2. This is such a wonderful recap of your Summit highlights! I am energized after reading your review. I feel this same excitement when I attend a conference, being exposed to new ideas, make new connections between concepts, and interact with top professionals.

    So many juicy things to bring forward. The main idea throughout is the theme of one size NOT fitting all. I’ve built my business on this idea. Individualization is one of my top strengths (as per the CliftonStrengths assessment). People with this strength are fascinated by the “unique qualities of each person.” So no surprise that I’m 100% on board with the ideas you presented here. We are different and require various methods and tools to support individual needs and ways of processing.

    Of course, the other point is how the tools you select may be ‘right’ for a time, but as you change, those tools or systems may also need to change. Often this is a starting point with my clients. They don’t understand why their systems are no longer working. We review what’s happening now, what used to work, and how the current situation has changed their needs. Instead of feeling like they’re doing something ‘wrong,’ we refocus the conversation toward curiosity, compassion, and discovery.

    I love the pants analogies! Recently, I lost weight. Pants that fit a year ago no longer fit. I let them go. And so it goes with systems that no longer ‘fit.’ Either take them in or find a new pair that matches the occasion.

    Congrats on your presentation, Summit participation, and the incredible amount of learning!

    • Julie Bestry says:

      Yes, Linda! It’s that same feeling as after attending a NAPO conference. I was buzzing with all of the ideas, quotes, and resources, and it’s hard to distill that down to one blog post, even one as enormous as this. I’m going to be asking about “productive pants” in future client sessions, for sure!

      Thanks for reading and giving such warm, effusive feedback!

  3. It sounds like it was an amazing event! Thanks for sharing so many details with us, especially the book recommendations. I’ve saved the chronotype link to digest later.

    • Julie Bestry says:

      This summit was an embarrassment of riches. I’ll be working through the ideas long into the future. I’ve read about chronotypes before, and it resonates much more than other discussions of time/energy approaches which leave people like me out. (Night-owl is not something working at 9p. I’m working at 2 a.m. Give me a name for that. Oh, dolphin? Okeydoky!)

  4. Seana Turner says:

    Wow, I’m sort of overwhelmed by how much terrific content you covered at this summit. Very impressive, and super practical!

    I have to laugh because when I hear about something being “managed” today, my first thought is the Marauder’s Map from Harry Potter. I guess that shows where I spend my spare time.

    I find sitting still and doing nothing challenging (except on a beach!), so forcing myself to do that might actually have the desired result of motivating me to get seated and start working. Usually it is the getting started on a focus-required task that is the hardest for me. Once I’m thinking, I can usually hang in there for about 30 minutes or an hour.

    Love the idea of monitoring the passing of time. For me, a familiar playlist is very helpful. It’s like a piece of my brain that is listening recognizes when a particular song comes on, and how far into the playlist it is, so it is kind of like a timer.

    Congratulations on being a part of this wonderful offering! You rock, Julie!

    • Julie Bestry says:

      LOL, I really have to read the Harry Potter books, don’t I? (I read the first one, but then it wasn’t my usual genre and it was a while before the next books came out and I got away from it…)

      I think I am going to write a post about that whole topic, of getting started. I’ve written a lot about body doubling and accountability, but I think there’s a how-to-get-your-butt-in-the-chair post inside me somewhere!

      You are SO right about a playlist. I know if I have a particular playlist or album then I know that by THIS point at THIS song, I should have gotten to THIS part in whatever task I’m doing or road trip I’m taking.

      Thank you for reading and for such great feedback, Seana!

  5. Art Gelwicks says:

    Thanks for the shout out, Julie! It was great digging into some of the concepts around choosing productivity tools that fly in the face of common myths.

    As for pants, finding the right fit is even harder when no one is using the same measures for comparison! Another way to think about things is: do you have a tool to do a job rather than how many tools do you have that could do a job. We have a tendency to collect tools to do common jobs when in many cases we already have a tool that does the trick because we are looking for something that could be just a little bit better.

    • Julie Bestry says:

      Too true, Art! And the more tools you’ve got at your disposal to do the same things, the less likely you are to truly become an expert at all attributes of the one tool that could satisfy your needs. But, as you say, we go in search of something that could be just a teeny bit “better,” without noticing what we’ve lost.

      Thanks for all of your wisdom!

  6. WOW! That’s quite a bit to take in after that summit! I appreciate the message that one method does not fit all. We sometimes beat ourselves up when one method doesn’t work for us, not realizing that there is another approach out there that’s a better fit. Heck, you can even use a proven method but tweak it in a way that better fits your reality.

    Your post also reminds me that I need to re-read “The Power of When.” Since working for myself, I’ve noticed I fall into specific patterns I couldn’t do while working an office job (like when I naturally wake up). I think my chronotype may be one of the types that runs a bit later.

    • Julie Bestry says:

      I get that, Phaedra. I will never be a morning person, and my personal “when” has very specific blocks for success and equally lackluster areas. And yes, The Power of When was captivating. Thanks for reading!

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