While time never stands still, you can alter your approach so you manage it instead of it managing you. Try these two ideas from MDRT members for taking control of your time.
Action days
In our practice, we break each week into two different kinds of days: admin days and action days. We start each week on Monday with an admin day, which we use to tidy up loose ends and book appointments. Tuesday through Thursday are action days in which we only focus on engaging with clients. Friday is then another admin day. Focusing specific days on specific tasks has increased our staff’s productivity and allowed us to see more clients.
— Mathew Ross Page, Auckland, New Zealand, 5-year member
Track the tasks
Track your time in 15-minute intervals. Put smiley faces beside the tasks you like to do and dollar signs beside the tasks that make you money. If a task has no smiley faces and no dollar signs, delegate it to someone else.
—Angus Donald McQueen, Dip FS, Dip CD, Melbourne, Victoria, Australia, 20-year member
These ideas are from “7 ideas to increase clients and manage your time” in the 2019 March/April issue of Round the Table.
For more ideas
- Watch “How to make the most of your time” from Simon John Gibson, Dip PFS, of England
- Read “Scheduling effectiveness,” from Gina Pellegrini’s 2018 Annual Meeting Focus Session (MDRT members only)
- Watch “Scheduling consistent success” from Wu Shuk Ping Joyce, of Hong Kong
- Watch “How to have enough time for family and work,” from Subhas Nathan, of Singapore
Hi,
that’s a wonderful & calculated technique for the weekly time management.
Thanks with regards