Jul 5th, 2018. 5 min read
Individual work management and flow
The purpose of the board is for individual management for me really. It could quite easily be utilised by multiple team members.
As a consultant, I do use it occasionally on screen to any resources assigned to work with me on the client site to show a big picture of where we are, what we are working on in this 'sprint', or day, and also project a professional image of organisation.
Getting started tips
Create a Pulse for any task, job, issue, reminder or anything really into the 'To Categorise' group. You just need to add a name and leave it at that.
I find this is convenient to do on the fly as I think of something or something comes up in a teleconference, etc. I also have a special notation in my notebook I keep to indicate I need to create a pulse for it. When I get back from a meeting, I immediately transfer to pulses in To Categorise so there is not chance of missing it.
Then when I do have time (which i regularly set aside for organising the board), I go through all the pulses in 'To Categorise' and process them all, setting the status, Priority, Type, Client, Due Date, Assignee, Estimate and Remaining time (whatever is available when categorising). Often I have not estimated it yet, and/or haven't assigned it yet, so these fields remain blank. You should always aim to have a Status, Priority and Type though, as these aid in the 'big picture' concept.
Once I have categorised it, I move to the 'Backlog' group. Much like Agile, this is an ordered backlog of things to do. You can of course manually order this, or choose to order by priority. I prefer to manually order this, and drop things I have categorised into a suitable place. There is no need to order the backlog if you chose not to.
From there, at the beginning of each week, I chose Pulses which I aim to complete in this week, and move them to the 'This Weeks Backlog' group. I then build 'Today's Tasks' each morning form this list.
Obviously things get added and taken away from these as required thoughout the week/day, but its good to have a plan to start with.
As I complete or cancel them, I move them to the respective group. I tend to keep these minimised as I don't really need to see what is going on in them.
I constantly update the statuses through the life cycle of the Pulse, but also the Type. The Pulse can journey though perhaps starting as a 'Investigate', through 'Question', 'Chase', 'Action', 'Meeting', 'Planning', 'Development' for example, without having to have created and completed seven separate pulses. You also have the full audit trail of what has been done on the one Pulse.
"It has made me the most organised I have ever been in a 16 year career."
Why we love this template
Seeing everything in one place, but with visual representation of where everything is is a really good way of knowing where you are, and allowing you to better schedule your work.
Taking the life cycle of a task through several stages helps keep important information in one place.
It can be used for simple to do' like 'Send David an update email on project x' to complicated development tasks which journey through meetings and planning to delivery.
Without this template I would
Using a bunch of other applications to try and achieve the same thing, but not do it as well. Simply put, much less organised and less efficient.
As a consultant billed out to client sites at a significant rate, everything I can do to demonstrate professionalism and justify my presence in parallel with delivering a high standard of work is really important to me. This helps with both.
Hi I'm Aaron Marshall from Eagledigital and this was my story
Hi I'm Aaron Marshall from Eagledigital and this is my story, check it out