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U.S. Planning Group, Inc.®

Getting Things Done - Organize for Success

By Glenn Williams

It’s that time of year when many people look back on the past year and wish they had been more organized and had gotten more done. It seems that we are all busy, but there is a difference between being busy and actually getting things done. So how can you get organized so that you are both effective and efficient?

I have investigated and used at a lot of time management and calendar systems over the years, but they never seemed to work for me until I read Getting Things Done by David Allen. For the first time, I found simple concepts that matched up with the technology based CRMs and my need to multitask and work in an ever increasing technological world.

The concepts work for me because they made me realize that our mind is in a way like a computer. Everything that goes in has the same importance. As a result our mind gets crowded with the little things, “Pick up milk on the way home” as well as the important ones, “Finish the report for the venture capital company.”  So we get overwhelmed with all we have to do. The old “make list” systems and prioritize by “A, B, C” doesn’t work when you are getting a 100 emails, telephone calls, and social media interactions a day. Instead this book shows ways to reorient your thinking, clear out your mind’s inbox and to be more efficient, getting more done.

While Allen’s book was written years ago, the concepts are very adaptable to whatever systems you are using today. I have copies in print, on kindle and iTunes, so I am able to revisit it many times during the year to keep myself on track. I have also shared the book with my staff so they will know how I am trying to keep organized to get things done.

I recommend you get a copy today and start Getting Things Done.

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Check the background of this financial professional on FINRA's BrokerCheck