Coaching Amidst a World of Stuff

The single most important distinction that you, a time clutter consultant must know like the proverbial bank of your hand is that of a time demand.

Your clients approach you for help from all kinds of angles, that seem to be confusing and have little in common:

“I get too much email.”
“I don’t have enough time to get everything done.”
“I am so stressed out – things are falling through the cracks.”
“I am suffering from informational overload”

What they don’t know, and must be taught, is that all of the above symptoms are related to the way they create, and manage time demands.

A time demand is an individual commitment to complete an action in the future. In some ways, they are like physical objects but in others, they are quite different.

Time demands:
– are always created by the individual (without exception).
– consist of a task, plus a perceived duration, and oftentimes an estimated start and end time / date.
– accumulate.
– are born in the mind, and may be stored there also (but not safely.)
– vary in length.
– disappear when the action is completed.
– can be transformed from mental objects to other representations such as items on a todo list, appointments, or reminders. When this happens, the mind may retain no trace of its creation.
– can be “moved” from one location to another in an individual’s time management system.

A good consultant is always working to improve a client’s methods for dealing with time demands. As the number of time demands grows, so should one’s capacity.

With these principles in mind, it’s much easier to consult with someone at any level of skill, as there’s only one thing you need to focus on when doing a Co-Diagnostic activity: “where are the time demands going?”

Where Do You Take Your Clients?

Here at 2Time Labs/ MyTimeDesign, we came up with a new way to distinguish the skills that a client moves through as they gain additional skills in time management.  To understand how this works, you can think of it in two ways:

1. As a client makes progress, they expand their ability to deal with greater volumes of time demands.  They use more refined skills, and experience fewer breakdowns of a basic nature.  They seem to accomplish a great deal in the eyes of others.  Here at 2Time Labs, we use a ladder borrowed from the Martial Arts belts, just because it’s a hierarchy that’s easy to understand.  A client might progress from White, to Yellow, to Orange and then to Green belt levels, for example.

2. To move from one level to another, we impose a high standard:  you must achieve a certain level of proficiency in 11 distinct disciplines.  We have done our best to establish observable and measurable activities that a novice can use to evaluate their current status and their progress over time.  Reaching a new belt becomes quite a much simpler endeavor when what’s needed to improve is clearly laid out in front of you.

Your job, then, as a time clutter coach/consultant is to move your client from one level to the next – assuming that they are in agreement!  Regardless of the method you use for measurement, I believe that there are certain broad behaviors that client must learn in order to move up any time management skill ladder.  Here’s what they are:

The Memory Phase

The client uses a great deal of personal memory to manage their time, and their tasks.  They are using a skill they honed in the education system in a habitual and automatic way, and routinely over-estimate their powers of recall.  Unless they live a very simple life, mishaps often occur.  At some point, life becomes too complex, the demands upon them become too numerous, or they just get too old to use this technique well.

A few decide to change their methods and move to the next level:

The List Phase

At this point in their development, the client has learned the habit of keeping lists, and knows that their memory is unreliable, even if they still use it from time to time.  They use lists of varying length and number.

All goes well until the number of time demands once again increases to the point where their methods are overwhelmed. They find that they must spend a great deal of time scanning their lists, and they must do so frequently in order to make sure that their mental calendar of events is appropriately updated.  (They typically only maintain an appointment book that indicates when they have meetings with other people.)

These reviews become increasingly tiresome and even unbearable, and the pressure of having to work with a mental calendar with so many items on it leads to lateness, missed deadlines, time crunches and other problems having to do with poor planning.

A few decide to upgrade their system, and move to the next level:

The Calendar Phase

The client now must incorporate electronic technology, which was optional in prior phases.  They use their calendar as a control center for all their major activities and only use lists to support activities that are scheduled e.g. a shopping list, or meeting agenda.  They juggle and change their calendar many times a day, which isn’t difficult given that it’s portable and electronic (e.g. on a tablet which offers the best tools today.)  They learn how to schedule activities with enough time between them to allow for the unexpected, and they start each week with an ideal calendar that they then modify accordingly.

They also have mastered their Capture Points (i.e. Inboxes of all kinds) and never allow them to decay into permanent places of storage.  Instead, they systematically empty these Capture Points so that the items in them never become stale before being removed.

A few decide to upgrade their systems, and are determined that there must be another level…  however, here at 2Time Labs we believe it hasn’t been defined.  Yet.

While the above phases are good for you to know as a coach/consultant, they aren’t very useful for clients to work with directly.  They are simply at too high a level to be operational.  At 2Time Labs, we have broken them down into baby steps, and you’ll have to do the same if you decide not to use our system.

That is, you must start with the big phases that clients must traverse, and cut them down into micro-steps that are easy to accomplish.  The big benefit is that once you share the steps with clients, they can see a pathway to success, and stay motivated for the duration of a long journey of continuous improvement.

P.S.  Here’s a background video on the reasons why one time management system doesn’t fit everyone, a fact that’s known by many professional organizers.

Co-Plan to Guarantee Your Client’s Success

Any training program that instantly dumps too many new habits into the laps of learners is bound to fail. Most time management programs do just that, and so do time clutter consultants who can rattle off the 50 things that the client needs to fix in the first 60 minutes.

The better approach is to spend time to teach your client a thing or two about structured habit change, and the latest findings which all show how weak we are at this particular skill.

A variety of books have been written on the topic, but my favorite is Change Anything by Patterson, Grenny, Maxfield, McMillan and Switzler.

They make the point that we over-estimate our willpower to our detriment and falsely believe that habit change is easy. We then fail and blame the coach/consultant/trainer, and some even swear off time management training altogether.

The way to ensure that your client doesn’t join the unsuccessful majority is to make it impossible to fail.

1 – take all the changes they discovered that they want to make from the prior Phases and make a single list, along with the dates they had originally assigned.

2 – help them to rationalize their list into one that looks doable, from their perspective. It’s better to be pessimistic than optimistic at this point as there’s more to be gained from making faster progress than expected, than from failing to meet their goals.

At the end of this exercise, their plan might stretch for more than a year. Don’t be alarmed, as this might fit the progress that they need to make to meet their goals.

Some might not be able or willing to see more than a few changes. Don’t force them to make the progress that you think they should make, but instead urge them to be successful in making the changes they are committed to.

If you are using a ladder or matrix of fundamentals such as the ones we use at 2Time Labs, then you might want to ensure that the client’s growth is uniform, and that you don’t end up with a profile of ridiculously high skills in one area and low skills in others. Instead, try to even out the changes they need to make to prevent imbalances that could cause unwanted problems.

Never make the mistake of putting their plan together for them. Remember, it’s called Co-Planning for a reason!

Lastly, be prepared for your client to want to change their plans as their self-knowledge increases. Again, don’t force them into anything. Just keep pointing out the consequences of every decision they make, and always leave the final decision up to them.

A good plan should not leave them drained, but inspired.

The Three Month Difference

iStock_000001070072XSmallThree months after your work is done with a client, what differences would you like to see?

As a time clutter consultant, it’s useful to think about the end-result. In other words, what do you want to happen once your work with your client is complete, your bill has been paid and you have sailed off into the golden sunset?

Most who are new to this field want results that are nothing short of magical. They wish for a client who will implement everything they are told without delay, and arrive at a perfect system within a matter of months, if not weeks, or days.

They are likely to be disapponted by what they find in reality.

Because time management systems are made up of habits, practices and rituals, our clients like most humans beings, have a tough time in making changes stick. It takes time. As Mark Twain said: “Habits must be coaxed down the stairs one step at time.”

Once your consulting gig is over, therefore, you probably won’t leave a client in a static state that is unchanging. Insted, here’s the very best place in which you can leave your clients:

1. They have a plan for gradually changing habits, practices and rituals that lasts at least 6-12 months.
2. They are implementing new routines that are are supported by their environment.
3. They stand ready, willing and able to implement an upgrade in the future as soon as the circumstances require it.
4. They are constantly tweaking their habit-change support system so that they maintain forward momentum.
5. They welcome new technology, and the opportunity to see if it can help them put in an upgrade.

At this point they are fully self-sufficient and you, the consultant, can walk away knowing that you have given them all they need to be successful.

What do you think? Is it too much to ask for?

P.S. If you have an interest in using the three month difference to increase your revenue, here are some further thoughts on how to be an effective time management consultant in order to achieve that goal.

How to Coach Anyone: From an Expert to a Novice

Some consultants worry that there might be clients who are either not sophisticated enough, or too sophisticated for them to handle.

It’s a valid concern, as static time management systems that present fixed habit patterns often miss the mark with clients who fall at the low end, or high end of the skill spectrum. As their Time Management 2.0 consultant, you need not worry, however.

First, if you are consulting with them it’s because they experience a current gap, or expect to face one in the short term. That gap is the cause of symptoms they hope to mitigate.

Second, at the end of your work with them, they actually need the same things: a handful of behavior changes that they can safely and successfully implement because they have the right supports in place. The exact number of changes, and the choice of supports must be discovered by working with them.

Third, when working with someone with low skills, the key is not to overwhelm them with too much. Make success easy by focusing on small steps.

Fourth, when working with someone with high skills, don’t box them into anything. If your diagnosis shows them to have super-human skill in time management, don’t panic. Just use the principles that you know and understand that you must look for the Kryptonite… their areas of weakness. Then, don’t pretend to have the answers. Instead, bring the right questions and discover what small changes they need to focus on making in the short and mid-term.

Just to reinforce the point… remember, you are the expert now because of what you know, but because of what you know what questions to ask which leave both clients at the very same place: with a plan for improvement that looks doable to each of them.

Can I Bring My Own Approach?

Here at 2Time Labs we have come up with 2 innovations that we offer to time clutter consultants.

One is the 8 Phase method that describes the distinct steps taken to deliver time clutter consulting. It’s described in this blog in some detail given our commitment to serve the needs of time clutter coaches this year.

Our other innovation is a specific framework built using Time Management 2.0 principles. It describes the flow of time demands through one’s life. In our individual time management training, it provides each person with the 7 inescapable fundamentals of time management, showing all the possible ways in which a time demand can be disposed of once it enters a person’s life. These are comprised of Capturing, Emptying, Tossing, Acting Now, Storing, Scheduling and Listing. There are also 4 Advanced Fundamentals: Interrupting, Switching, Warning and Reviewing

We are sometimes asked the question: “can someone be an effective time management consultant without using this second innovation, because I have my own approach?” The short answer? Absolutely.

It’s entirely possible to learn and enhance what you do from the way we deliver our training, simply using the same principles, and come up with your own set of practices, forms and measurements. While we reserve our detailed forms for paying customers who are committed to learning how to upgrade their time management skills, there’s a lot that we can pass on on how to help your clients use your approach as effectively as possible.

Here’s what you need to take into account:

1. The vast majority of professionals made up their own time management system as teens or young adults. Some parts work, and some parts don’t. Each person’s system is different, so you need a way to diagnose them individually.

2. The process of diagnosis needs to be simple enough for them to learn how to do it once, and again when their lives change.

3. Most people fail to implement lots of new habits and practices all at once. Your approach must help them take small steps.

4. You must focus on behaviors that are observable, rather than attitudes, value, energy, moods et al which are not.

5. Build a competency matrix based on the behaviours you have identifed. Here are a couple of examples that show a ladder of skills in different, distinct areas.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6. Use the ladder of skills in your discussion with clients as a rating tool, and a way to focus on the gaps in behavior that are needed to move to the next level.

This is the way that we use to break down a complex skill (time management) into component parts that helps the client to focus on one or two habits at any moment in time, and therefore avoid the problem that most trainees have of trying to implement too much all at once. Using your own ladder of behaviors, it’s not too hard to achieve this goal.

 

 

The Time Management Coaching Mindset

There are many reasons to take the Time Management 2.0 approach when consulting with a client, but once the decision has been made to switch from 0.0 or 1.0, a peculiar obligation falls placed on you, the consultant/coach.

Your focus shifts from trying to get the client to pursue a particular, fixed outcome (typical of the 1.0 approach) to being open to a wide range of outcomes — so wide in fact that it’s impossible to see what he/she will decide to create before you start. That doesn’t mean that you must be a pushover, who will be happy with anything that might take place.

Instead, you need be quite “strict” about certain things in order for your clients to get the maximum value. What are they?

1. They need to understand
As you enter Phases 4 and 5 in particular, you’ll be teaching new ideas and asking them to apply them immediately. They’ll learn from you in one minute, and apply the concepts in a self-evaluation exercise in the next. Needless to say, they need to understand the concept in order to use it effectively, and you must ensure that not only is your teaching sound, but also that their learning actually takes place and that they’re not simply nodding their heads in faux-agreement! The first few times you may feel as if you don’t really know what you’re doing… but that is to be expected as you gain the necessary experience.

2. They need to own their system
Essential to the time management 2.0 approach is that you are not teaching them a foreign system, but trying to enhance what they already have, and are doing. They may not fully accept the idea that they are the architects of their own system, and full owners. If they don’t, then they are likely to go through the motions without being fully responsible for the changes they decide to make. As their coach, you’ll need to be strict on this point.

3. They need to be conservative
As they do their personal evaluations you need to help them to be as conservative as possible. It’s far better to err on the side of caution, and for them to be a little pessimistic about their current capacities. The reason is simple: it will keep them focusing on the right improvements, and not assume that they have mastered a particular habit when, in fact, they haven’t.

These are pretty simple mindsets to master, and will help you be an effective guide as they master the combination of assessment and learning that takes place in Phases 4 and 5.  While they are numbered sequentially, I have discovered that it’s best to do a little teaching before each assessment, and cycle between the two activities.

But How Well Does It Scale?

As a time clutter coach, when you work with a client, you are likely to discover that somewhere in their home-made, self-styled approach to managing their time, they have some unusual practices.

They might not be described in any system that you have ever seen before, and you may have serious doubts about their value now and in the future. How should you approach your client, and what kind of concerns should you have or not have?

First of all, you must be respectful and open. The client is doing the best that they absolutely can, and have implemented a system that has successfully gotten them this far in life. There is some evidence in their experience that something is working, or has worked well.

Also, you need to be open to the idea that they may have discovered some new innovation, or technique that is new in the world (or new to you) and actually works better than any other option. As someone who has been on the receiving end of this kind of comment, I can report that it suck…I have had a number of people tell me that the ideas emerging from 2Time Labs won’t work… without a shred of evidence on their part, and sometimes with lots of research on mine.

Here’s the test that you need to apply in cases like this.

Take a look with them at what is likely to happen if the number of time demands were to dramatically increase. Would that technique still work? Would it continue to provide them peace of mind (or whatever their ultimate goal might be?)

If you are both satisfied that there won’t be a problem, then say nothing more.

If, however, the unusual practice doesn’t scale well, then try to determine what an upgrade would look like, and how much of a modification would be needed.

Here are 2 common examples:

1) Some clients (and in particular those who are smart) attempt to juggle their life’s time demands using their memory. That works well when the number is small, long before they have kids, buy a house, take out loans, double their workload, take care of a sick parents, etc. At some point, it’s best to stop using memory-based techniqes altogether, but some never make the switch. Once they do, however, they can start to use paper or electronic tools and radically improve their productivity.

2) Back in the early 1990’s when email was popularized, it wasn’t a bad idea to store all your email in your Inbox.  That technique is one that worked at a time when your computer announced “You’ve Got Mail!”, and the number of incoming messages per day numbered in the single digits.

Today, the average professional receives 147 messages per day, and for most, that technique simply falls apart as Inboxes devolve into permanent places of storage.  (It’s better to treat it like a kitchen sink – a temporary staging point for further action.)

 

Time Clutter vs. Time Management, Coaching vs. Consulting

For the purposes of this blog, I’m going to be using some terms that I need to define.

Time Clutter, for all intents and purposes, is the outcome of low Time Management skills, which is further defined as a mismatch between one’s skills and one’s volume of demands.

For example, a Yellow Belt professional who has a life that requires Green Belt skills will experience the same symptoms as anyone else who has a mismatch, such as an overloaded Inbox and commitments that fall through the cracks. In other words, they’ll experience time clutter: an inability to manage all their time demands.

It’s quite different from physical clutter, which accumulates in physical space, as the point of accumulation takes place primarily in the mind. Time clutter comes with some costs to peace of mind, reputation and other awful symptoms.

Only an upgrade to one’s time management system will reduce time clutter if the number of time demands remains the same.  An iPad won’t work, and neither will the latest Intel chip, sleeping more hours each night, changing one’s diet, boosting one’s energy or anything that we think should take the place of time management. The challenge, of course, is that this upgrade must take place in the middle of one’s life; this makes it extremely challenge as no timeouts are permitted!

Coaching vs. Consulting
To simplify things a bit on this blog, I’m using the terms coaching and consulting interchangeably.