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Less-Is-More Blog by Pierre Khawand

Pierre Khawand

Recent Posts

Yes you can empty your e-mail inbox! And we proved it (next session coming up on August 5)

Posted by Pierre Khawand on Fri, Jul 09, 2010 @ 11:57 AM

empty your e-mail inbox
It does seem out of reach for many business professionals, but it is not, as we provided in the special webinar that we conducted last week. In this webinar, and after we explained the process and demonstrated the techniques, and answers participants questions, we gave everyone 20 minutes to work on their e-mail inbox and try to process as many e-mails as possible.  
The results were plausible. Before we started the session, we asked the participants to tell us how many e-mails they had in their inbox. The poll consisted of the following answers:
  • Less than 25
  • Between 25 and 50
  • Between 51 and 100
  • Between 101 and 500
  • More than 500

Here were the answers before and after the session

   Before   After 
 Less than 25   0%  20%
 Between 25 and 50  0%  0%
 Between 51 and 100   18%  30% 
 Between 101 and 500   27%   30%
 More than 500  55%  20%
 
PS: Please note that the percentages don't add up to 100% because not all participants participated in the poll
 
What made this possible is not just the process but also the focused time we took to work on it. The face that we were doing it as a group provided an additional motivation and make this goal of emptying the inbox a shared goal--we were all in it together. 
If you are feeling overwhelmed by your e-mail inbox, consider transforming e-mail from being an ad-hoc activity to being a structured activity, and instead of being on e-mail all day long, spend focused time on e-mail, and then leave it alone and focus on the more important activities. Check out the resources below to get this started.

Additional Resources

Hope you will be able to join us at the next session on August 5, 2010.

Topics: getting organized, email management

Question & Answer: What is the best way to share the task list and Gantt chart in Microsoft Project with people who only use Word and Excel?

Posted by Pierre Khawand on Sun, Jun 06, 2010 @ 10:45 PM

Microsoft Project Tutorial
There are many ways to share Microsoft Project data with users who don't have access to Microsoft Project. I would like to point out two approaches, one that consists of exporting Microsoft Project data to Excel, and another that consists of taking snapshots of Microsoft Projects views and making them available as pictures.

Approach #1: Exporting to Excel

First: From the File menu, select Save As, and then provide a file name, and select the file type "Microsoft Excel Workbook", and click Save.

Second: The Export Wizard opens up, which will guide you through defining a "map" for the export, in which you specific what data you would like to include.  

Microsoft Project Tutorial

Third: Once you define the mapping and click Finish, the resulting Excel workbook is generated. 

This process of defining a map involves specifying the fields that you want to export from Microsoft Project and the corresponding column headings in Excel. This can be a tedious process the first time you do it. However, the good news is that you can save the map, and then reuse it when you perform this process again in the future.

Approach #2: Saving reports as pictures

Microsoft Project 2007 makes this easy by offering the "Copy Picture" option in the Reports menu.  The following settings are available:

Microsoft Project Tutorial

For instance, here is a snapshot of a Gantt Chart that was generated using the "Copy Picture" approach, and using the "To GIF image file" option (split into 2 for better readability):

Microsoft Project Tutorial
 
Microsoft Project Tutorial 

Additional Resources

Topics: Microsoft Office 2007, Microsoft Project Training

Question & Answer: How do I indicate that a task that is in progress is going to take longer than estimated in Microsoft Project?

Posted by Pierre Khawand on Tue, Jun 01, 2010 @ 07:34 AM

Microsoft Project Task Tracking
While it is easy to mark a task as complete or to indicate a percentage of completion in Microsoft Project, it may not be as obvious how do we mark a percentage of completion for a task and at the same time indicate that this task is going to take longer than expected--so that Microsoft Project recalculates the remaining tasks start dates and adjust the project schedule  accordingly. This is one of the questions that comes up at our Microsoft Project Techniques workshops and which has an easy answer.

Indicating a percentage of completion and updating task during in Microsoft Project


First: Select the desired task

Second: From the Tools menu, select Tracking, and then Update Tasks:

Microsoft Project Tutorial

Third: Instead of entering a percentage of completion, enter the actual duration that has been spent on this task already (let us say 3 days in this case) and the remaining duration to complete the task (let us say 4 days in this case):

Microsoft Project Tutorial

In other words, this task, which was estimated to be a 5 day task, has already taken up 3 days, and it is expected to take 4 more days to complete--for a total of 7 days.

Once you press Ok to confirm your updates, Microsoft Project adjusts the schedule accordingly. 

That easy!

Additional Resources


Topics: Microsoft Office 2007, Microsoft Project Training

Accomplishing More With Excel: Sorting Excel PivotTable Reports using columns instead of grand totals

Posted by Pierre Khawand on Mon, May 24, 2010 @ 08:39 AM

When you are working with a PivotTable report, you can easily sort the report manually or alphabetically in ascending or descending order, but you can also sort it by ascending and desending order of the grand total as shown in the report below: 

PivotTable Sort Grand Total

But how about if you want to sort the report by the PowerPoint instead of the grand total?

There is a way:

First: Right-mouse click on any of the location field (or any of the location items such as San Francisco for instance) and then from the popup menu, select the "Sort" menu item, and then the "More Sort Options…" sub-menu item. The Sort (Location) window opens up. 

Second: Click the "Descending" option and select "Sum of Fee" from the dropdown box:

PivotTable Reports Sort Options

Third: Click the "More Options" button. The More Sort Options (Location) window opens up. Click the "Values in selected column" option and then enter the desired range (in this case if we want to sort by the values in the Excel column, this would be $D$5:$D$10):

More options in Excel PivotTables

Voila! Here is the resulting report

Excel PivotTable Reports sorted by column
 

Additional Resources


Topics: Microsoft Office 2007, Microsoft Excel Tutorial

Tip-Of-The-Month: How to manage the e-mail overload, part 3 of many

Posted by Pierre Khawand on Mon, May 17, 2010 @ 08:16 PM

manage e-mail overload
So far, I wrote about 2 strategies (Using e-mail for what e-mail is best at, and Simplifying and optimizing the process) and today, I will continue with the 3rd strategy which is “Significantly reducing the output and the input.”  As you know if you have been following this series of articles which I started in March, my goal is to tackle the issue of e-mail management from several angles. The ultimate goal is to formulate effective and sustainable strategies, as opposed to quick and short lived fixes, for getting the e-mail overload well under control and leading more accomplished and happier work lives. 

I need your involvement

e-mail survey
The e-mail (and Social Media) challenges are not going away anytime soon. In addition, the benefits and opportunities that these technologies bring are humungous. I need your involvement in helping address these challenges and maximize these benefits. Here is how you can help.

  • Set 30 minutes of uninterrupted time on your calendar this week to:
     
  • Review the 3 articles that I already published on this topic (#1#2, as well as this article which is strategy #3)
     
  • Share your feedback about these topics by adding your comments to above articles as you see fit (see comment section at the bottom of each article page)
     
  • Start to implement these strategies and report on your experiences and the results you are getting and any additional feedback you might have.
     
  • Take the 5 minute e-mail and Social Media survey which will help you reflect on relevant issues and become part of this effort.
     
  • Encourage your team to do the same. E-mail after all impacts all of us!
And now back to Strategy #3: Significantly reducing the output and the input

Significantly reducing the output

manage e-mail overload
“Why worry about the output?” you might ask! Isn’t our main goal to manage our “in”box? Which is basically the input that comes our way?

You are probably familiar with the saying: “What goes around comes around.” And this is so true for e-mail. The more output we create, the more input will be generated. This is not just about quantity but also about quality. Sending e-mails that are not clear and not relevant to the core business issues at hand is likely to generate more questions, more distractions, and endless back and forth e-mails conversations that contribute little or no value. Copying people unnecessarily is sure to turn these conversations into an avalanche. So output is one of the root causes of input. That is why we will start with the output first.

By the way, strategy #1 (Using e-mail for what e-mail is best at) already paved the road and started the journey of reducing the output. Actually we can argue that strategy #1 is all about reducing the output when we apply it individually and it is about reducing the input when we apply it as a group. This brings an interesting question: “Is the e-mail overload primarily an individual problem or a group problem?” Of course it is both, but if you had to choose, which would you choose as the primary? 

I believe it is primarily an individual problem and secondarily (but a close second) a group problem. Why? Because when we sit at that computer, or iPad, or whatever device we use, and create that e-mail, this is an individual effort. Whatever I start in that e-mail is the beginning of a chain reaction that is likely to impact the group and pick up momentum; hence the extra care required in creating each and every message.

In addition to strategy #1, and assuming you have mastered that strategy and encouraged your team to do so, here are the next steps in reducing the output:

  1. Answer/send an e-mail only when it is related to your top priorities and your team’s top priorities, and only when you are adding significant value; difficult to do, but you will save a lot of time and people will start paying more attention to your e-mails when they get them.
     
  2. If you wish to share your knowledge and expertise or socialize with people and groups outside your team and your top priorities, find other ways to do so. E-mail is not the best tool for sharing knowledge and for socializing. 
     
  3. Another variation to step #1 above is to wait on, or not answer, the non-urgent and not so important e-mails. It is likely that the issue will go away or someone else will address it. People will also learn not to send you the not so important stuff.
     
  4. Answer/send 140 characters; if there is more to say, put it in bullet points or a numbered list. Make it clear and succinct. Elevate the standards for e-mail composition instead of adopting or accepting the lowest common denominator. 
     
  5. Address the core issues and not dance around them. Stop and check-in again if e-mail is the best way to do so. But if it is, get to these issues sooner than later. Save yourself and your team significant time and demonstrate and model direct and open communication.
     
  6. Delegate issues and decisions and don’t ask to be copied on them. Instead ask to be consulted only on as-needed basis, and to be updated when critical points are reached. Invest your time in developing the people instead of reading and writing e-mails.
     
  7. Keep checking with yourself as to whether you should move this issue to a medium other than e-mail. 

Significantly reducing the input

manage e-mail overload
As you put the steps suggested above into practice, the input will be significantly less. In addition, here are some additional steps you can take the further reduce the input:

  1. Unsubscribe from e-mail lists that are not related to your top priorities. Unfortunately most of us don’t have the luxury to go through secondary topics and issues. While this information may be helpful, it can also be very distracting. If you haven’t looked at these e-mails for a while, this is a sufficient indication that you need to unsubscribe.
     
  2. Add rules and filters to file selected e-mails into designated folders which can then be visited on an as-needed basis. Be creative with these rules, using sender’s names or e-mail addresses for instance, or keywords in the subject line or body, or whatever else can help you identify them.
     
  3. Add rules and filter to categorize (or color) and sort the important messages based on the sender such as your and your customers. While this does not reduce the input per se, it does guide you to the most important input first.
     
  4. Create an auto-reply that provides people with helpful resources and asks them to resend their inquiry if they still need help; This can work well if you happen to receive many generic requests that your senders can get answers for from self-service resources that are easily available.
     
  5. Delegate the first pass of e-mail processing to your assistant if that is an option; If you have someone assisting you with your office work, consider training them to go through your e-mails, categorize the ones that require your attention, and process or file the rest. 
Stay tuned for the next Tip-Of-The-Month article where I will discuss the next strategy: "Fearlessly facing the issues."

Also, stay tuned for the upcoming book on how to manage the e-mail overload and Social Media (these articles and the latest findings from our ongoing research and development effort will be part of the book)!

Topics: email etiquette, tip-of-the-month, email management

Accomplishing More With PowerPoint: Using SmartArt Graphics in Microsoft PowerPoint to enhance your presentation instead of hindering it!

Posted by Pierre Khawand on Thu, May 06, 2010 @ 04:54 PM

SmartArt graphics can be very effective and yet they can be overused or misused and therefore backfire instead of enhance your presentation.

Examples of good uses of SmartArt Graphics

This SmartArt Graphic (Continuous Block Process) clearly illustrates the sequential nature of these funding rounds:

PowerPoint tutorial SmartArt Graphic

The following SmartArt Graphic (Upward Arrow), which we use in our collaboration technologies workshops, shows the spectrum of purposes that one can have for one's blog.  The upward arrow depicts the increased value that blog authors can get from their blog as they start to move beyond publishing information into engaging and motivation their audiences:

PowerPoint Tutorial SmartArt Graphic


Example of not so good uses of SmartArt Graphics

This SmartArt Graphic here is ambiguous. It is not clear what the relationship is between People, Technology, and Process. The pyramid can be interpreted differently by different people. This will cause the viewer to have to think and make assumptions. As Steve Krug puts it in his book Don't Make Me Think, this will distract and confuse the user.

PowerPoint Tutorial SmartArt Graphic 
 

What do you think of this SmartArt Graphic?


PowerPoint Tutorial SmartArt Graphic

Do you have examples of SmartArt Graphics (or charts/visuals) that are well done and some that are not? E-mail them to training@people-onthego.com. We will collect them and publish the results in a future article.

Additional Resource

 

Topics: Microsoft Office 2007, Microsoft PowerPoint Training

5 Ways to watch over your brand and quickly address issues! Learn from Delicious.com

Posted by Pierre Khawand on Thu, May 06, 2010 @ 04:37 PM

Last week I posted a blog entry titled: "Question & Answer: Can I import my browser bookmarks into Delicious? Can I make a Delicious bookmark private?". The blog entry answered these questions which were recently raised during one of my presentations in the South Bay.
 
The above blog entry was also posted on Twitter with a link to the original blog article. Soon after it was posted on Twitter, I got the following answer:

Delicious Social Media

Which was posted by the Delicious.com team, an active member of the Twitter community as you see below:

Delicious Twitter Team

Obviously, the Delicious.com team in this case didn't realize that my post was actually answering this question and therefore they proceeded with answering it. But that is not the point here. The point is that they are diligently watching out for their brand and addressing issues immediately as they come up.

Are you watching over your brand and your users like the Delicious.com team?

If not, here are 5 ways to get you started:

  • Use Twitter.com search to keep any eye on what is being said about your brand
     
  • Create a dedicated column in Tweetdeck to make this easy
     
  • Setup Google Alerts for your brand name and related keywords
     
  • Setup an RSS feed to relevant LinkedIn Answers topics that relate to your brand
     
  • Join relevant Facebook and LinkedIn groups and discussions

What did I miss? How else are you watching for your brand in Social Media and the blogosphere? What else might you  recommend?

Additional Resources

Recording of the 5 Social Media Tools by Jenny Blake lunch & learn webinar at the "Accomplishing more with less" group on Facebook

Topics: twitter, social media, business results

Question & Answer: How do I set a password to protect my Microsoft Excel Workbook?

Posted by Pierre Khawand on Sun, May 02, 2010 @ 05:55 PM

If you would like to password protect an Excel workbook, the process is easy and it is the same process by which you can also protect other Microsoft Office documents such as Microsoft Word and Microsoft PowerPoint. The steps below demonstrate how to assign a password for opening and for modifying an Excel workbook.

Please note while the steps below illustrate the process in Microsoft Excel 2007, the steps are pretty much the same in Microsoft Excel 2003 and even Microsoft Excel 2010. 

First: After you save your document, use the Save As option from the Office Button menu to open the Save As window.

Excel 2007 Password Protect

Second: In the Save As window, click on the drop down arrow next to the Tools button that is near the Save and Cancel buttons as illustrated below.

Excel 2007 Password Protect

Third:  Then from the list of options, select the General Option to get the General Options window:

Excel 2007 Password Protect

You can provide two different passwords, one for opening the document, and one for modifying the document. This allows you to provide certain people the ability to view the document but not edit it, while allowing only designated people to edit the document.

You will then be prompted to confirm the passwords you have entered, and then once you confirm, and save the document, you will also be prompted to confirm that you want to replace the existing document, in which case you want to click Yes to confirm.

One word of caution though: "keep the password in a safe place."

Additional Resources

The Microsoft Excel Techniques workshop (see upcoming Webinar on May 11, 2010)

Topics: Microsoft Office 2007, Microsoft Excel Tutorial

Question & Answer: Can I import my browser bookmarks into Delicious? Can I make a Delicious bookmark private?

Posted by Pierre Khawand on Sun, Apr 25, 2010 @ 09:33 AM

social bookmarking, deliciousIf you haven't ventured yet into Social Bookmarking, a whole new adventure is awaiting you. Social Bookmarking platforms like Delicious not only let you bookmark web pages for future reference, but also tag them, add your notes, and share them with the world.
 
And there is more! You can see the web pages that other users have bookmarked and therefore learn about what topics are popular and what resources are available out there. It is like having a real-time "magazine" that is edited by the "world" and delivered to us on a silver tray 24x7. Most importantly, it is not in the way and interrupting our flow like an e-mail update would. Instead, it is in the background at our service if/when we want it or need it.
 
There are two questions that came up recently about Delicious, one of the most popular Social Bookmarking platforms, during our lunch & learn webinars and also my recent presentations about managing e-mail and Social Media. Here are the answers.

Can I import my browser bookmarks into Delicious?

Absolutely. This process is made easy by the Delicious import function:

  1. Sign up for Delicious at www.delicious.com (you would need to create an account if this is your first time).
     
  2. Go to Settings (one of the links on the top right of the Delicious home page). 
      
  3. Select Import/Upload Bookmarks (one of the many settings that are available to you) and you will get to the import screen which would allow you to easily transfer a copy your browser bookmarks into Delicious:

Social Bookmarking, Delicious 
 
Can I have private bookmarks in Delicious?

Yes, you can have private bookmarks in Delicious. Even though one of the primary purposes of Social Bookmarking tools such as Delicious is to "share" bookmarks with others (sharing is what makes this "social" bookmarking), there are bookmarks that we want to keep private. Delicious allows us to easily do so by simply clicking on the "..." when we tag the bookmark.

Social Bookmarking, Delicious

Additional Resources

 

Topics: social media

Question & Answer: What wiki platforms would you recommend for getting started with wikis?

Posted by Pierre Khawand on Sun, Apr 25, 2010 @ 09:24 AM

wiki platformsMany wikis are available on the market today and they offer a wide range of capabilities. Some are hosted solutions and well suited for small teams who want to get started quickly and easily without IT support while others are enterprise solutions that can be setup within the company firewall and would require IT support.  

Here are some examples of wikis that we mention in some of our collaboration workshops:  

Many of the above wikis have free trials available and Twiki for instance is an open source solution which you can download and install on your server for free.

For an exhaustive list of wikis (more than 100 of them) and comprehensive feature comparison, refer to http://www.wikimatrix.org/  

By the way, if you are already using Microsoft SharePoint, one of the templates that are available is a wiki template. This allows you to create a new team site that is a wiki. While this is not a full featured wiki like the above mentioned platforms, it can serve your basic needs and can be a good starting point until a full featured wiki platform is in place.   

Additional Resources  

Topics: document collaboration, emerging technology