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1
Therese Padilla
President AIPMM
Our Speaker
Technology allows professionals to store, manage,
and retrieve information to create a habit that
improves efficiency
* Will Durant (possibly not Aristotle)
4
HABITS
…from planning and delegation to
communication and motivation.
SKILLS
7 Habits of Highly Effective People – Stephen Covey
7
8
Intentional Loop
9
What does it mean to you?
10
Efficiency
…from planning and delegation to
communication and motivation.
SKILLS
What does communication mean?
Reports, letters, magazines
Problem
13
The Efficiency Coach
14
You have a mobile device
Make it a habit
Habit: Snap
& Track
15
16
Fear – I cannot throw
it away. I may need it
later!
Fear – I won’t
be able to
find it
Fear – create
another mess of
badly named files
Files – are
not secure
Technology service
goes out of business
18
Tag
Presence of paper
Receipt of document
Incoming communication
Taking notes
Conversation
Generated information
Observed information
Heard information
Snap – you are likely always carrying
your mobile device
Utilize information
Retrieve info quickly
Come to the rescue
No need to memorize
Communication
21
Take notes Snap notes Track notes
Rocketbook
Elfin Book
25
RUBbook
Meeting
Notes
TASKS
Receipts, notes and logistics
Problem
30
Receipt Sorting
Travel
Expense
Neat
Expensify
Shoeboxed
Travel Cards
33
AwardWallet
TripIt
Scan
One more step
Two ways to capture
information into the cloud
and off your desk
Habit:
Scan/Shred
35
Three key items needed:
1. Scanner
2. Shredder
3. Small cabinet
36
“
37
—– Peter Drucker
Efficiency is doing things right;
EFFECTIVENESS IS DOING THE RIGHT
THINGS.
Neal Creative ©
THANK YOU
Efficiency Habit!

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Habits for Efficiency