PRACTICING STRESS-FREE PRODUCTIVITY | PART TWOoff storing those kinds of project support files in a standing
file holder or a separate "Pending" stack-basket on your desk or
credenza.
To return to the previous example of moving into a new
house, you could have a folder labeled "New House" containing
all the plans and details and notes about the landscaping and
the kitchen and the basement. In your Weekly Review, when
you came to "Finish new home renovations" on your "Projects"
list, you'd pull out the "New House" file and thumb through all
your notes to ensure that you weren't missing any possible next
actions. Those actions would then get done, delegated, or
deferred onto your action lists, and the folder would be refiled
until you needed it again for doing the actions or for your next
Weekly Review.
Many people who interact with prospects and clients
have attempted to use client folders and/or contact-management
software such as Act! to "manage the account." The problem
here is that some material is just facts or historical data that
needs to be stored as background for when you might be able to
use it, and some of what must be tracked is the actions required
to move the relationships forward. The latter can be more ef-
fectively organized within your action-lists system. Client in-
formation is just that, and it can be folded into a general-reference
file on the client or stored within a client-focused library. (I
use Act! for the single great feature it offers of allowing me
to cross-reference general company information and signifi-
cant interactions with key people within the company. It's just
a good client-centered database.) If I need to call a client, I
don't want that reminder embedded anywhere but on my "Calls"
list.
Organizing Ad Hoc Project Thinking
In chapter 3, I suggested that you will often have ideas that you'll
want to keep about projects but that are not necessarily next
actions. Those ideas fall into the broad category of "project sup-